- Revenue 2024
- $321,776
- Expenses 2024
- $256,251
Program services were 92.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- S80
- Classification
- 1000
- Street
- PO BOX 15118
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
THE MISSION IS TO SERVE CREDIT UNIONS, SCHOOLS AND COMMUNITY ORGANIZATIONS THAT IMPROVE THE FINANCIAL LITERACY AND INDEPENDENCE OF NEW YORKERS.
Activities or mission (Part I)
FOSTERING THE FINANCIAL INDEPENDENCE OF NEW YORKERS THROUGH CREDIT UNIONS.
-
GRANTMAKING PROGRAMS INCLUDE PROFESSIONAL DEVELOPMENT GRANTS, FINANCIAL FITNESS GRANTS, AND SMART MONEY GRANTS. PROFESSIONAL DEVELOPMENT GRANTS PROVIDE FUNDS FOR THE EDUCATION AND TRAINING OF CREDIT UNION EMPLOYEES AND VOLUNTEERS. FINANCIAL FITNESS GRANTS HELP FUND GENERAL OPERATING NEEDS OF CREDIT UNIONS THAT WILL ULTIMATELY HELP IMPROVE MEMBER SERVICE. SMART MONEY GRANTS HELP FUND PROGRAMS AND SERVICES THAT PROMOTE FINANCIAL LITERACY AND INDEPENDENCE.
Expenses $238,146 · Grants $168,080
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
William MellinWILLIAM MELLIN
PRESIDENT / CEO
- Total calculated
- $613,513
- From this org
- $0
- From related orgs
- $608,742
- Other
- $4,771
- Hours/week
- 1 + 34 related
Schedule J breakdown matched by us
- Base
- $0 + $413,479 related
- Bonus
- $0 + $117,140 related
- Other
- $0 + $78,123 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $4,771 related
- Filer's total
- $0 + $613,513 related
-
Edward KovalefskyEDWARD KOVALEFSKY
CHIEF FINANCIAL OFFICER
- Total calculated
- $222,979
- From this org
- $0
- From related orgs
- $222,200
- Other
- $779
- Hours/week
- 1 + 34 related
Schedule J breakdown matched by us
- Base
- $0 + $195,700 related
- Bonus
- $0 + $26,500 related
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $779 related
- Filer's total
- $0 + $222,979 related
-
Christopher PajakCHRISTOPHER PAJAK
COO - ASSOCIATION SERVICES
- Total calculated
- $208,300
- From this org
- $0
- From related orgs
- $199,454
- Other
- $8,846
- Hours/week
- 1 + 34 related
Schedule J breakdown matched by us
- Base
- $0 + $175,954 related
- Bonus
- $0 + $23,500 related
- Other
- $0
- Deferred
- $0 + $7,978 related
- Nontaxable benefits
- $0 + $868 related
- Filer's total
- $0 + $208,300 related
-
Shelby BaskinSHELBY BASKIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Craig BoothCRAIG BOOTH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Amy CalabreseAMY CALABRESE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Twanda ChristensenTWANDA CHRISTENSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Eric HepkinsERIC HEPKINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
James LangerJAMES LANGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kevin MietlickiKEVIN MIETLICKI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Kathrya PierreKATHRYA PIERRE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Christina SauveCHRISTINA SAUVE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Domenic VeroDOMENIC VERO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lauran WilsonLAURAN WILSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Richard YeagerRICHARD YEAGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Timothy BruculereTIMOTHY BRUCULERE
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Kusey KirkKUSEY KIRK
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Carol AllenCAROL ALLEN
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $321,776
- Expenses
- $256,251
- Contributions
- $237,435
- Grants paid
- $168,080
-
2023
- Revenue
- $171,122
- Expenses
- $250,369
- Contributions
- $218,309
- Grants paid
- $159,699
-
2022
- Revenue
- $227,167
- Expenses
- $214,296
- Contributions
- $193,521
- Grants paid
- $111,960
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $185,913
- Expenses
- $143,340
- Assets (EOY)
- $1,264,207
-
2020 · 990
- Revenue
- $229,526
- Expenses
- $237,173
- Assets (EOY)
- $1,212,842
-
2019 · 990
- Revenue
- $271,802
- Expenses
- $235,075
- Assets (EOY)
- $1,195,062
-
2018 · 990
- Revenue
- $252,545
- Expenses
- $261,179
- Assets (EOY)
- $1,131,520
-
2017 · 990
- Revenue
- $268,632
- Expenses
- $194,598
- Assets (EOY)
- $1,150,843
-
2016 · 990
- Revenue
- $223,925
- Expenses
- $158,321
- Assets (EOY)
- $1,085,774
-
2015 · 990
- Revenue
- $199,513
- Expenses
- $182,770
- Assets (EOY)
- $971,847
-
2014 · 990
- Revenue
- $189,915
- Expenses
- $172,187
- Assets (EOY)
- $969,958
-
2013 · 990
- Revenue
- $275,273
- Expenses
- $219,797
- Assets (EOY)
- $952,508
-
2012 · 990
- Revenue
- not reported
- Expenses
- $275,697
- Assets (EOY)
- $951,579
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
$7,500
2024 PROFESSIONAL DEVELOPMENT & EQUIPMENT / TECHNOLOGY GRANTS
-
LOCAL 41 IBEW FCU
$7,045
2024 PROFESSIONAL DEVELOPMENT & EQUIPMENT / TECHNOLOGY GRANTS
-
$5,833
2024 PROFESSIONAL DEVELOPMENT & EQUIPMENT / TECHNOLOGY GRANTS
-
$5,281
2024 PROFESSIONAL DEVELOPMENT & EQUIPMENT / TECHNOLOGY GRANTS
Grants received
-
2024 COMMUNITY INVESTSMENT FUND GRANT
-
2023 COMMUNITY INVESTMENT FUND GRANT
-
2023 Charitable Donation
-
2024 Charitable Donation
-
2022 COMMUNITY INVESTMENT FUND GRANT
-
2022 Charitable Donation
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
NEW YORK CREDIT UNION ASSOCIATION INC
501(C)(6) · TRADE ASSOCIATION · NY
Declared as related by
-
NEW YORK CREDIT UNION ASSOCIATION INC
On its 2024 return
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Related corporations and trusts on its 2024 return
-
CONSOLIDATED LEAGUE SERVICES INC
C · MANAGEMENT COMPANY · NY
-
CUC SERVICES INC
C · SERVICE PROVIDER · NY
-
OWNERSCHOICE FUNDING INC
C · SERVICE PROVIDER · NY
-
CUC MANAGEMENT INC
C · PAYROLL · NY
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.