2023-08-24T15:20:55-05:00 2022-12-31 383635706 REHMANN ROBSON LLC 1500 W BIG BEAVER RD 2ND FLR TROY MI 48084 990 2022-01-01 386066911 MICHIGAN CREDIT UNION FOUNDATION MICH 7347933420 PO BOX 8054 PLYMOUTH MI 481708054 BETH TROOST EXECUTIVE DIRECTOR 7347933403 2023-08-24 1 BETH TROOST 999009999 0 KATHLEEN M UNDERHILL CPA P00589677 2489525000 2023-08-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BETH TROOST PO BOX 8054 PLYMOUTH MI 481708054 347118 0 X WWW.MCUL.ORG/ABOUT-MCUF X 1954 MI COOPERATIVELY EMPOWERING CREDIT UNIONS TO INCREASE FINANCIAL WELL-BEING BY SUPPORTING COMMUNITY ENRICHMENT, FINANCIAL EDUCATION, AND CREDIT UNION DEVELOPMENT INITIATIVES 7 7 0 7 0 0 308442 331224 0 0 990 15894 0 0 309432 347118 148953 202569 0 0 0 0 0 0 4725 16269 29947 165222 232516 144210 114602 994961 1096082 26947 13466 968014 1082616 COOPERATIVELY EMPOWERING CREDIT UNIONS TO INCREASE FINANCIAL WELL-BEING BY SUPPORTING COMMUNITY ENRICHMENT, FINANCIAL EDUCATION, AND CREDIT UNION DEVELOPMENT INITIATIVES 0 0 218001 202569 PROVIDE AWARDS, GRANTS AND SCHOLARSHIPS TO ORGANIZATIONS AND INDIVIDUALS ON BEHALF OF THE CREDIT UNION MOVEMENT. 218001 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 MI X WENDY VADNAIS 7347933420 PO BOX 8054 PLYMOUTH MI 481708054 KYLE GURZYNSKI PRESIDENT 5.00 X X 0 0 0 DAVE BRANDT VICE PRESIDENT 5.00 X X 0 0 0 BRENDA LIPPENS TRUSTEE 5.00 X 0 0 0 DEBI SOUTHWORTH TRUSTEE 5.00 X 0 0 0 ERIC ESSER TRUSTEE THRU 12/2/22 5.00 X 0 0 0 CHRISSY SIDERS SECRETARY/TREASURER 5.00 X X 0 0 0 CASEY CLARK TRUSTEE EFFECTIVE 12/19/22 5.00 X 0 0 0 KIERAN MARION TRUSTEE 5.00 40.00 X 0 202205 25923 BETH TROOST EXECUTIVE DIRECTOR 30.00 40.00 X 0 78302 7223 0 280507 33146 0 0 1 0 0 29750 301474 331224 15894 15894 347118 0 0 15894 202569 202569 5885 5885 14 14 6746 6071 675 MARKETING MATERIALS 6750 675 1350 4725 STAFF SUPPORT 6500 5850 650 MISCELLANEOUS 4052 2836 1216 232516 218001 9790 4725 431723 520824 500000 500000 63238 75258 994961 1096082 26947 13466 26947 13466 X 790256 947682 177758 134934 968014 1082616 994961 1096082 114602 0 X X 1 X 0 1 0 X 223724 237916 605464 308442 331224 1706770 223724 237916 605464 308442 331224 1706770 121201 1585569 11283 18314 5884 990 15894 52365 1759135 0.90130 0.88000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 CERTIFICATES OF DEPOSIT 500000 C 500000 CONTRIBUTION RECEIVABLE 75258 75258 X PART X, LINE 2: THE FOUNDATION HAS ANALYZED ITS INCOME TAX POSITIONS FOR 2019 THROUGH 2022, THE YEARS, WHICH REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS AS OF DECEMBER 31, 2022. THE FOUNDATION CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS ("UTB") (E.G. TAX DEDUCTIONS, EXCLUSIONS, OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. THE FOUNDATION DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT DECEMBER 31, 2022 AND 2021, AND IT IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. THE FOUNDATION ALSO REPORTS INTEREST AND PENALTIES ATTRIBUTABLE TO INCOME TAXES TO THE EXTENT SUCH AMOUNTS ARISE, AS A COMPONENT OF ITS MANAGEMENT AND GENERAL EXPENSES. 1 TRUE COMMUNITY CREDIT UNION 1100 CLINTON RD JACKSON MI 49202 381453620 501(C)(14) 7000 0 COMMUNITY ENRICHMENT GRANTS LOUISIANA CREDIT UNION LEAGUE 824 ELMWOOD PARK BLVD SUITE 200 HARAHAN LA 70123 720244197 501(C)(6) 5300 0 FINANCIAL COUNSELING PROGRAM CREDIT UNION NATIONAL ASSOCIATION PO BOX 78546 MILWAUKEE WI 53278 237065623 501(C)(6) 8277 0 FINANCIAL COUNSELING CERTIFICATION PROGRAM NATIONAL CREDIT UNION FOUNDATION PO BOX 78880 MILWAUKEE WI 53278 391383650 501(C)(3) 18000 0 EXPLORING WHY WORKSHOP RMJ FOUNDATION 2855 E GUASTI RD SUITE 600 ONTARIO CA 91761 956141173 501(C)(3) 8000 0 FINANCIAL EDUCATION PROGRAMS & ACTIVITIES PENGUIN RANDOM HOUSE LLC DEPT CH 10410 PALATINE IL 60055 462905685 25453 0 FINANCIAL EDUCATION PROGRAMS & ACTIVITIES MICHIGAN COUNCIL ON ECONOMIC EDUCATION 12642 BERESFORD DR STERLING HEIGHTS MI 48313 382183524 501(C)(3) 24000 0 FINANCIAL EDUCATION PROGRAMS & ACTIVITIES CU SOLUTIONS GROUP PO BOX 8054 PLYMOUTH MI 48170 383548085 5250 0 COMPLYSIGHT SUBSIDY FOR SMALL MI CUS 4FRONT CREDIT UNION PO BOX 795 TRAVERSE CITY MI 49685 854149061 501(C)(14) 8000 0 COMMUNITY ENRICHMENT GRANTS ADVANTAGE ONE CREDIT UNION 23670 TELEGRAPH RD BROWNSTOWN TOWNSHIP MI 48134 381475121 501(C)(14) 14000 0 COMMUNITY ENRICHMENT GRANTS COMMUNITY FIRST FEDERAL CREDIT UNION 9637 NORTH GREENVILLE RD LAKEVIEW MI 48850 382608161 501(C)(14) 8000 0 COMMUNITY ENRICHMENT GRANTS HONOR CREDIT UNION 8385 EDGEWOOD RD BERRIEN SPRINGS MI 49103 381231023 501(C)(14) 10000 0 COMMUNITY ENRICHMENT GRANTS WORLDWIDE FOUNDATION FOR CREDIT UNIONS PO BOX 2982 MADISON WI 53701 396093210 501(C)(3) 6000 0 UKRAINE CREDIT UNION DISPLACEMENT FUND 4 9 PART I, LINE 2: GRANTEES PROVIDE WRITTEN REPORTS TO THE FOUNDATION PERIODICALLY, AS WELL AS AT THE CONCLUSION OF THE GRANT FUNDED ACTIVITY, TO DOCUMENT HOW THE FUNDS WERE UTILIZED. 0 0 0 0 0 0 0 0 0 KIERAN MARION TRUSTEE 0 202205 0 0 0 0 0 9800 0 16123 0 228128 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR IS COMPENSATED BY A RELATED ORGANIZATION WITH SALARY DETERMINED BY THE RELATED ORGANIZATION'S POLICY AND REVIEW PROCEDURES. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER OF THE BOARD OF DIRECTORS OF A RELATED NONPROFIT ORGANIZATION IS A MEMBER OF THE FOUNDATION, BUT ONLY SO LONG AS HE OR SHE SHALL HOLD OFFICE AS A MEMBER OF SAID BOARD OF DIRECTORS. THE FOUNDATION BOARD MEMBERS ARE ELECTED BY MAJORITY VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF THE FOUNDATION (THE BOARD OF DIRECTORS OF THE RELATED NONPROFIT ORGANIZATION) ELECTS THE FOUNDATION BOARD MEMBERS. IN ADDITION, ANY CHANGES TO THE FOUNDATION'S BYLAWS OR ARTICLES OF INCORPORATION MUST BE APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR OF THE FOUNDATION AND THE FINANCE DIRECTOR AND THEN FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND BOARD MEMBERS ARE REQUIRED TO ANNUALLY COMPLETE A CONFLICT OF INTEREST STATEMENT. ANY POTENTIAL CONFLICTS OF INTEREST THAT ARISE DURING THE YEAR ARE DISCUSSED AT BOARD MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST. PART VI, SECTION B, LINE 15: NO COMPENSATION POLICY IS IN PLACE SINCE THERE ARE NO COMPENSATED OFFICERS OR KEY EMPLOYEES. FORM 990, PART XII, LINE 2C: THE PROCESS FOR SELECTING AND OVERSEEING THE WORK OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. MICHIGAN CREDIT UNION LEAGUE PO BOX 8054 PLYMOUTH MI 48170 380826778 SUPPORT CREDIT UNIONS MI 501(C)(6) N/A 0 MICHIGAN CREDIT UNION LEAGUE SERVICE CORPORATION PO BOX 8054 PLYMOUTH MI 48170 462756779 CREDIT UNION ACTIVITIES MI N/A C 0 CU SOLUTIONS GROUP INCORPORATED PO BOX 8054 PLYMOUTH MI 48170 383548085 CREDIT UNION ACTIVITIES MI N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0