2024-06-14T15:03:28-05:00 2023-12-31 382492570 DOEREN MAYHEW 8785 SW 165TH AVENUE SUITE 303 MIAMI FL 33193 990 2023-01-01 474818845 GEORGIA'S OWN FOUNDATION INC GEOR 4045751817 100 PEACHTREE ST NW 2800 ATLANTA GA 30303 TERESA MARTIN TREASURER 4045751817 2024-06-14 1 TERESA MARTIN 999009999 0 JOHN J MURNANE JR P03021572 3052328272 2024-06-13 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z DAVE PRETER 100 PEACHTREE ST NW 2800 ATLANTA GA 30303 560721 0 X WWW.GEORGIASOWNFOUNDATION.ORG X 2015 GA RAISING FUNDS FOR NON-PROFIT PROGRAMS THAT HELP PEOPLE GET AHEAD, GET INVOLVED, AND OWN THEIR FUTURE. 9 4 0 4 0 0 302641 340520 0 0 25 577 63297 -2708 365963 338389 309629 316357 0 0 0 0 0 0 7883 30540 36491 340169 352848 25794 -14459 254277 250992 2600 13774 251677 237218 THE MISSION OF GEORGIA'S OWN FOUNDATION IS TO IMPLEMENT GEORGIA'S OWN CREDIT UNION'S "PEOPLE HELPING PEOPLE" PHILOSOPHY BY RAISING FUNDS AND SUPPORTING PROGRAMS THAT HELP PEOPLE GET AHEAD, GET INVOLVED, AND OWN THEIR FUTURE. 0 0 316617 316357 CHARITABLE GIVING - TO RAISE FUNDING FOR LOCAL NON-PROFITS PROVIDING CHILDREN, YOUTH, & YOUNG ADULTS EDUCATIONAL AND HEALTH BENEFITS THAT MAKE A DIFFERENCE TO THE COMMUNITIES WE SERVE. 316617 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 9 4 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 GA X TERESA MARTIN 4045751817 100 PEACHTREE ST NW SUITE 2800 ATLANTA GA 30303 DAVID A PRETER PRESIDENT & CHAIRPERSON 3.00 40.00 X X 0 1262741 201745 KELLY M GARMON VICE PRESIDENT 2.00 40.00 X X 0 1113784 129709 ERIC S BROOME SECRETARY 2.00 40.00 X X 0 581095 159522 TERESA L MARTIN TREASURER 2.00 40.00 X X 0 317649 87205 ED BAKER DIRECTOR 1.00 X 0 0 0 MARTHA BAUMGARTNER DIRECTOR 1.00 X 0 0 0 CINDY R BOYLES DIRECTOR 1.00 40.00 X 0 860733 123602 PATTI DICKEY DIRECTOR 1.00 X 0 0 0 CHUCK DOWDLE DIRECTOR 1.00 X 0 0 0 MARIN KRAUSHAAR EXECUTIVE 20.00 20.00 X 0 134876 35747 0 4270878 737530 0 0 1 0 0 26260 145000 100003 69257 21113 340520 577 577 219624 145000 222332 -2708 -2708 338389 0 0 -2131 316357 316357 20 20 11250 11250 7883 7883 1469 260 1209 7308 7308 437 437 4135 4135 3989 3989 352848 316617 28348 7883 58 5298 246769 245694 7450 254277 250992 2600 13774 2600 13774 X 251677 237218 251677 237218 254277 250992 -14459 0 X X 1 X 0 1 0 X 342001 230644 322047 365938 337812 1598442 342001 230644 322047 365938 337812 1598442 572901 1025541 38 42 37 25 577 719 1599161 0.64130 0.67610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED GOLF TOURNAMENT 364624 145000 219624 82343 56237 65828 3691 14233 364624 145000 219624 82343 56237 65828 3691 14233 222332 -2708 1 LEAD INC 1266 W PACES FERRY RD 429 ATLANTA GA 30327 061820196 501(C)(3) 153900 2481 TENNIS BAGS CHARITABLE CONTRIBUTION HOPE ATLANTA 458 PONCE DE LEON AVE NE ATLANTA GA 30308 580566247 501(C)(3) 11776 7300 FOOD PACKS CHARITABLE CONTRIBUTION DEPARTMENT OF EDUCATION PO BOX 2837 PORTLAND OR 97208 521198289 15000 0 CHARITABLE CONTRIBUTION AIDVANTAGE- A DIVISION OF THE US DEPT OF EDUCATION 400 MARYLAND AVE SW WASHINGTON DC 20202 521198289 10000 0 CHARITABLE CONTRIBUTION PHOEBE FOUNDATION PO BOX 3770 ALBANY GA 31706 581847104 501(C)(3) 7651 0 CHARITABLE CONTRIBUTION 3 2 PART I, LINE 2: IN CONJUNCTION WITH FINANCIAL SUPPORT, GEORGIA'S OWN FOUNDATION TAKES ACTIVE MEASURES TO ENSURE GRANT FUNDS ARE BEING USED AS DESCRIBED IN THE GRANT PROPOSAL. THE EXECUTIVE DIRECTOR OF THE FOUNDATION PERFORMS SITE VISITS AND PARTICIPATES IN THE CHARITABLE EFFORTS OF THE GRANT RECIPIENTS. IN ADDITION, ACCOMPLISHMENTS ACHIEVED BY GRANT RECIPIENTS ARE DOCUMENTED IN AN END OF GRANT/SEMI-ANNUAL PROGRESS REPORT. BECAUSE WE CURRENTLY WORK VERY CLOSELY WITH JUST A HANDFUL OF ORGANIZATIONS, THE LINES OF COMMUNICATION - AND VISIBILITY - BETWEEN FOUNDATION MANAGEMENT AND OUR PARTNER ORGANIZATIONS ARE STRONG. 0 1 0 0 0 0 1 0 0 DAVID A PRETER PRESIDENT & CHAIRPERSON 0 791112 0 357422 0 114207 0 160495 0 41250 0 1464486 0 10814 KELLY M GARMON VICE PRESIDENT 0 425448 0 163846 0 524490 0 82937 0 46772 0 1243493 0 472884 CINDY R BOYLES DIRECTOR 0 339671 0 135060 0 386002 0 78974 0 44628 0 984335 0 356977 ERIC S BROOME SECRETARY 0 412613 0 144116 0 24366 0 130117 0 29405 0 740617 0 1311 TERESA L MARTIN TREASURER 0 243019 0 73388 0 1242 0 55165 0 32040 0 404854 0 0 MARIN KRAUSHAAR EXECUTIVE 0 104875 0 29664 0 337 0 15683 0 20064 0 170623 0 0 PART I, LINE 4B NO OFFICERS/BOARD MEMBERS ARE PAID BY THE FOUNDATION, HOWEVER THE FOLLOWING INDIVIDUALS PARTICIPATE IN THE RELATED ORGANIZATION'S, GEORGIA'S OWN CREDIT UNION, NON-QUALIFIED RETIREMENT PLAN. KELLY M. GARMON - PARTICIPATED IN 457F PLAN - 2023 PAYOUT $497,193 ERIC S. BROOME - PARTICIPATED IN 457F PLAN - 2023 ACCRUAL $48,970 CINDY R. BOYLES - PARTICIPATED IN 457F PLAN - 2023 PAYOUT $375,216 GEORGIA'S OWN CREDIT UNION PROVIDES SUPPLEMENTAL RETIREMENT BENEFITS TO DAVID A. PRETER, KELLY M. GARMON TERESA L. MARTIN, CINDY R. BOYLES, AND ERIC S. BROOME THROUGH AN ARRANGEMENT REFERRED TO AS A "COLLATERAL ASSIGNED SPLIT DOLLAR." UNDER THE AGREEMENT, THE EXECUTIVE IS THE OWNER OF THE POLICY AND MAKES A COLLATERAL ASSIGNMENT TO THE CREDIT UNION IN RETURN FOR A LOAN. AT SPECIFIED TIMES, THE PARTICIPANTS MAY BORROW FUNDS FROM THE CASH SURRENDER VALUE OF THE UNDERLYING LIFE INSURANCE POLICY TO SUPPLEMENT RETIREMENT INCOME. THESE DRAWS ARE TAX FREE FOR THE PARTICIPANTS. UPON THE PARTICIPANT'S DEATH THE CREDIT UNION RECOVERS ITS PREMIUMS AND ANY REMAINING DEATH BENEFITS ARE DIVIDED BETWEEN THE CREDIT UNION AND THE PARTICIPANT'S BENEFICIARIES AS AGREED UPON. PART I, LINE 6 CERTAIN BOARD MEMBERS WHICH ARE EMPLOYED BY RELATED ENTITY, GEORGIA'S OWN CREDIT UNION PARTICIPATE IN THE RELATED ENTITY'S ANNUAL INCENTIVE PLAN. ONE COMPONENT OF THE INCENTIVE PAYOUTS FROM THIS PLAN IS THE NET INCOME OF THE CREDIT UNION. FORM 990, PART VI, SECTION A, LINE 6 ADVOCATE - $10 MEMBERSHIP FEE; CHAMPION - $200 MEMBERSHIP FEE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE FOUNDATION'S CHAIRMAN, SECRETARY, TREASURER AND THE EXECUTIVE DIRECTOR AFTER BEING PREPARED BY THE CPA FIRM. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT-OF-INTEREST POLICY IS REGULARLY AND CONSISTENTLY MONITORED AND ENFORCED BY THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 15 NO PAID OFFICERS OR KEY EMPLOYEES- ALL SERVICES ARE DONATED FORM 990, PART VI, SECTION C, LINE 19 THESE ARE NOT CURRENTLY MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C THE FOUNDATION'S BOARD OVERSEES THE PERFORMANCE OF THE FOUNDATION'S REVIEW ENGAGEMENT. THIS PROCESS HAS NOT CHANGED. GEORGIA'S OWN CREDIT UNION 100 PEACHTREE ST SUITE 2800 ATLANTA GA 30303 580147128 FINANCIAL SERVICES GA 501(C)(14) N/A N/A 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 GEORGIA'S OWN CREDIT UNION C 100003 FMV GEORGIA'S OWN CREDIT UNION P 149608 ACTUAL INVOICE