- Revenue 2024
- $1,149,926
- Expenses 2024
- $1,319,973
Program services were 95.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- Classification
- 1000
- Street
- 1709 HERMITAGE BLVD STE 200
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
TO ENRICH CREDIT UNIONS AND THE LIVES OF THEIR EMPLOYEES AND MEMBERS.
Activities or mission (Part I)
ADVANCE SCIENCE, EDUCATION, AND OTHER CONSUMER CREDIT CHARITABLE PURPOSES
-
DISASTER RELIEF: THE FOUNDATION COORDINATES AND ADMINISTERS DISASTER RELIEF PROGRAMS THAT SUPPORT CREDIT UNIONS AND THEIR STAFF IMPACTED BY NATURAL DISASTERS. THE FOUNDATION PROVIDES EMERGENCY GRANTS TO AFFECTED CREDIT UNION EMPLOYEES, DISTRIBUTES CRITICAL SUPPLIES, AND SUPPORTS LONGER-TERM RECOVERY EFFORTS.
Expenses $648,885 · Grants $459,712
-
COMMUNITY IMPACT AND CREDIT UNION DEVELOPMENT GRANTS: THE FOUNDATION PROVIDES GRANTS TO SUPPORT CREDIT UNION INITIATIVES THAT STRENGTHEN MEMBER FINANCIAL WELL-BEING AND INSTITUTIONAL SUSTAINABILITY. THE COMMUNITY IMPACT GRANT PROGRAM FUNDS PROJECTS FOCUSED ON FINANCIAL LITERACY, OUTREACH, AND SUPPORT FOR CREDIT UNIONS PURSUING CDFI CERTIFICATION OR GRANT FUNDING. THE CREDIT UNION DEVELOPMENT GRANT PROGRAM ASSISTS WITH EFFORTS TO IMPROVE STAFF TRAINING, TECHNOLOGY ADOPTION, OPERATIONAL EFFICIENCY, AND INNOVATION.
Expenses $502,394 · Grants $355,929
-
PROFESSIONAL DEVELOPMENT GRANTS: THE FOUNDATION OFFERS GRANTS TO SUPPORT CONTINUING EDUCATION AND LEADERSHIP DEVELOPMENT FOR CREDIT UNION STAFF AND VOLUNTEERS. GRANT RECIPIENTS USE FUNDING TO ATTEND INDUSTRY TRAININGS, CERTIFICATION PROGRAMS, AND LEADERSHIP DEVELOPMENT INITIATIVES. THE PROGRAM AIMS TO BUILD A MORE KNOWLEDGEABLE, RESILIENT, AND FUTURE-READY CREDIT UNION WORKFORCE.
Expenses $108,041 · Grants $76,543
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.
-
PATRICK LAPINE
CEO (UNTIL 4/24)
- Total calculated
- $4,138,105
- From this org
- $0
- From related orgs
- $4,094,362
- Other
- $43,743
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $229,324 related
- Bonus
- $0 + $3,826,381 related
- Other
- $0 + $38,657 related
- Deferred
- $0 + $34,500 related
- Nontaxable benefits
- $0 + $9,243 related
- Filer's total
- $0 + $4,138,105 related
-
RICHARD SKAGGS
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
OLA ANISE
CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ROY BIBB
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
BOBBY MICHAEL
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
STEVE MOSELEY
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
HANK HALTER
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MIKE AKERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DEMETRA JACKSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
BRENT LISTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DEBBIE SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
STEVE SWOFFORD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
HEIWOTE TADESSE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
BRIAN AKIN
TRUSTEE (UNTIL 6/24)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
HENRY ARMSTRONG
TRUSTEE (UNTIL 6/24)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
SAMANTHA BEELER
PRESIDENT LEAGUE
- Total calculated
- $569,190
- From this org
- $0
- From related orgs
- $422,722
- Other
- $146,468
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $359,037 related
- Bonus
- $0 + $51,469 related
- Other
- $0 + $12,216 related
- Deferred
- $0 + $135,234 related
- Nontaxable benefits
- $0 + $11,234 related
- Filer's total
- $0 + $569,190 related
-
STEVEN SCHWARTZ
CFO
- Total calculated
- $475,431
- From this org
- $0
- From related orgs
- $193,676
- Other
- $281,755
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $193,021 related
- Bonus
- $0
- Other
- $0 + $655 related
- Deferred
- $0 + $262,500 related
- Nontaxable benefits
- $0 + $19,255 related
- Filer's total
- $0 + $475,431 related
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
- $1,149,926
- Expenses
- $1,319,973
- Contributions
- $1,114,771
- Grants paid
- $892,184
-
2023
- Revenue
- $584,102
- Expenses
- $1,239,495
- Contributions
- $692,036
- Grants paid
- $812,366
-
2022
- Revenue
- $1,569,313
- Expenses
- $1,450,859
- Contributions
- $1,942,819
- Grants paid
- $970,155
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
- $1,190,369
- Expenses
- $362,902
- Assets (EOY)
- $4,857,599
-
2020 · 990
- Revenue
- $538,420
- Expenses
- $656,294
- Assets (EOY)
- $3,790,998
-
2019 · 990
- Revenue
- $691,931
- Expenses
- $637,915
- Assets (EOY)
- $3,484,477
-
2018 · 990
- Revenue
- $1,213,594
- Expenses
- $770,402
- Assets (EOY)
- $3,180,166
-
2017 · 990
- Revenue
- $607,090
- Expenses
- $311,841
- Assets (EOY)
- $2,830,818
-
2016 · 990
- Revenue
- $213,085
- Expenses
- $190,729
- Assets (EOY)
- $2,509,030
-
2015 · 990
- Revenue
- $259,140
- Expenses
- $219,547
- Assets (EOY)
- $2,437,896
-
2014 · 990
- Revenue
- $225,618
- Expenses
- $179,262
- Assets (EOY)
- $2,418,930
-
2010 · 990
- Revenue
- not reported
- Expenses
- $97,654
- Assets (EOY)
- $1,893,531
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.
Grants made
-
LEAGUE OF SOUTHEASTERN CREDIT UNIONS
$592,927
2023 COMMUNITY SPARKS AND ALL IN FUND
-
$100,000
2024 SUPPORT FOR CHILDREN'S MIRACLE NETWORK WITHIN OUR GEOGRAPHIC AREA.
-
$25,000
2024 ALICE REPORT SPONSORSHIP
-
$25,000
2022 VOLUNTEER FLORIDA FOUNDATION
-
2024 LEARNING JOURNEY PROJECT SUPPORT
-
2024 HURRICANE HELENE DISASTER RELIEF
-
$10,000
2024 AACUC PROJECT SUPORT
-
2024 HURRICANE HELENE DISASTER RELIEF
-
$10,000
2024 COMMUNITY SPARK SCHOLARSHIP
-
$7,000
2024 COMMUNITY IMPACT AND DEVELOPMENT GRANT
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
-
LEAGUE OF SOUTHEASTERN CREDIT UNIONS
$450,000
2022 COMMUNITY SPARKS
-
$118,159
2023 TO PROVIDE ASSISTANCE TO SMALLER CREDIT UNIONS
-
2023 GENERAL OPERATING SUPPORT
-
$65,794
2022 TO PROVIDE ASSISTANCE TO SMALLER CREDIT UNIONS
-
$49,157
2024 TO PROVIDE ASSISTANCE TO SMALLER CREDIT UNIONS.
-
2022 COMMUNITY INVESTMENT FUND GRANT
-
$25,760
2022 EXECUTIVE TEAM SPONSORSHIP
-
$20,000
2024 COMMUNITY DEVELOPMENT.
-
$10,000
2024 OPERATIONNS
-
$10,000
2024 DISASTER RELIEF
The 10 largest by cash amount. The API serves every itemized grant.
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
-
LEAGUE OF SOUTHEASTERN CREDIT UNIONS
501(C)(6) · MEMBERSHIP ASSOCIATION · FL
-
ALABAMA CREDIT UNION POLITICAL ACTION COMMITTEE
527 · POLITICAL COMMITTEE · AL
-
FLORIDA CREDIT UNION POLITICAL ACTION COMMITTEE
527 · POLITICAL COMMITTEE · FL
-
GEORGIA CREDIT UNION POLITICAL ACTION COMMITTEE
527 · POLITICAL COMMITTEE · GA
Declared as related by
-
LEAGUE OF SOUTHEASTERN CREDIT UNIONS
On its 2024 return as a controlled entity
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 partnerships on its 2024 return
-
AFFILIATES CONSOLIDATED SERVICES LLC
N/A · HOLDING CO · FL · share of income $6,936,139 · share of assets $50,786,060
Related corporations and trusts on its 2024 return
-
CREDIT UNION VENDOR MANAGEMENT
C · FNCL SVCS · FL
-
C · TITLE SVCS · FL
-
C · FNCL SVCS · FL
-
C · FNCL SVCS · FL
-
C · FNCL SVCS · FL
-
C · FNCL SVCS · FL
-
C · FNCL SVCS · FL
-
C · FNCL SVCS · FL
-
C · FNCL SVCS · FL
-
SHARED COOPERATIVE SERVICES LLC
C · FNCL SVCS · FL
-
C · FNCL EDUCATION · GA
-
C · FNCL SVCS · FL
-
GEORGIA CREDIT UNION AFFILIATES
C · FNCL SVCS · FL
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 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.