2024-09-20T19:04:09-05:00 2023-12-31 954083485 TURNER WARREN HWANG & CONRAD ACCTCY 100 NORTH FIRST ST STE 202 BURBANK CA 91502 990 2023-01-01 061029942 CREDIT UNIONS BUILDING FINANCIAL INDEPENDENCE INC CRED 2032655657 24 WEST MAIN STREET 109 CLINTON CT 06413 BRUCE ADAMS PRESIDENT 2032655657 2024-09-06 1 1 VALENTINO CREUS CPA P01054153 8189549700 2023 2024-08-08 14:25:15Z BRUCE ADAMS 24 WEST MAIN STREET 109 CLINTON CT 06413 164911 0 X WWW.CULCT.COOP/CREDIT-UNIONS-BUILDING-FIN X 1980 CT TO HELP CT RESIDENTS ACHIEVE FINANCIAL STABILITY AND SECURITY THROUGH PROGRAM INITIATIVES 13 13 8 13 0 0 55910 29842 0 4000 1532 5320 60538 71114 117980 110276 21577 25010 0 0 5000 0 0 0 0 45605 40717 72182 65727 45798 44549 539239 678668 111004 182324 428235 496344 X AS THE CHARITABLE ARM OF THE CREDIT UNION LEAGUE OF CONNECTICUT, CUBFI SERVES CONNECTICUT RESIDENTS AND COMMUNITIES IN ORDER TO HELP THEM BUILD AND MAINTAIN INDEPENDENCE THROUGH ASSISTANCE INITIATIVES, FINANCIAL EDUCATION, PROFESSIONAL DEVELOPMENT PROGRAMS, AND HELPING CREDIT UNIONS TO DO THE SAME. 0 0 65727 25010 4000 COLLABORATIVE EFFORT BY CREDIT UNIONS, CUBFI, AND CULCT TO PROVIDE HANDS-ON EXPERIENCE TO STUDENTS TO LEARN HOW TO LIVE WITHIN THEIR FINANCIAL MEANS SUCCESSFULLY. TO PROVIDE FUNDRAISING OPPORTUNITIES TO CREDIT UNION MEMBERS IN ORDER TO PROVIDE GRANTS TO STATE NOT-FOR-PROFIT ORGANIZATIONS. COLLABORATIVE EFFORT BY CREDIT UNIONS AND THE CUBFI ORGANIZATIONS TO RAISE ADDITIONAL MONETARY DONATIONS TO SUPPORT NON-PROFIT ORGANZIATIONS (E.G. THE CT FOOD BANK, FOODSHARE, AND OPERATION FUEL, INC.) 65727 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X LAURA HAPKE CONTROLLER 8004698656 PLEXCITY 2100 E ROUTE 66 SUITE 101 GLENDORA CA 91740 SABRINA DEFAZIO CHAIRMAN 1.00 X 0 0 0 HENRY BAUM VICE CHAIRMAN 1.00 X 0 0 0 TERESA KNOX SECRETARY/TREASURER 1.00 X 0 0 0 KATHY CHARTIER BOARD MEMBER 1.00 X 0 0 0 ANNETTE JANOVIC BOARD MEMBER 1.00 X 0 0 0 ANDREW KLIMKOSKI BOARD MEMBER 1.00 X 0 0 0 JOANNE TODD BOARD MEMBER 1.00 X 0 0 0 MATT BALDINI BOARD MEMBER 1.00 X 0 0 0 HANK PETROSKEY BOARD MEMBER 1.00 X 0 0 0 MATT STANEK BOARD MEMBER 1.00 X 0 0 0 MEG MARTELLOTTA BOARD MEMBER 1.00 X 0 0 0 CHRIS MAYNARD BOARD MEMBER 1.00 X 0 0 0 STEVEN HERNANDEZ BOARD MEMBER 1.00 X 0 0 0 BRUCE ADAMS PRESIDENT/CEO 1.00 X 0 251783 11766 0 251783 11766 0 0 1 0 0 19626 10216 29842 FICEP SPONSORSHIP INCO 561499 4000 4000 4000 5320 5320 71649 41951 29698 29698 54015 12684 41331 41331 CIF INCOME 561499 85 85 85 110276 4085 0 76349 5800 5800 19210 19210 2055 2055 88 88 2342 2342 116 116 5576 5576 5365 5365 FICEP EXPENSE 13392 13392 REALITY FAIR EXPENSE 11207 11207 SUBSCRIPTIONS & MEMBERS 265 265 MISCELLANEOUS EXPENSE 155 155 156 156 65727 65727 0 0 226499 199113 4317 28341 1800 20397 306623 430817 539239 678668 79664 150984 5000 5000 26340 26340 111004 182324 X 275571 343680 152664 152664 428235 496344 539239 678668 44549 49193 -25632 0 X 0 0 0 X 10553 46199 75590 55910 29842 218094 107936 91068 115943 175601 125644 616192 118489 137267 191533 231511 155486 834286 0 0 0 834286 7139 4755 17123 1532 5320 35869 7139 4755 17123 1532 5320 35869 287 193 480 125628 142309 208849 233043 160806 870635 0.95830 0.95880 0.04120 0.04060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 B. RILEY WEALTH MANAGEMENT 430817 C 430817 UKRAINIAN SUPPORT FUND 26340 26340 GOLF TOURNAMENT 71649 71649 614 33427 527 7383 0 71649 71649 614 33427 527 7383 41951 29698 54015 10250 2434 0 54015 10250 2434 12684 41331 CT 1 0 1 0 1.00000 DAVID HINCHEY 24 W MAIN STREET SUITE 109 CLINTON CT 06413 0 DAVID HINCHEY CONTROLS ALL ASPECTS OF RAFFLE SALES, ACCOUNTING, REPORTING AND PAYOUTS X 0 1 DE SCHOLARSHIP 18 14796 HOTEL SCHOLARSHIP 18 4414 ` 0 0 0 0 0 0 0 0 0 BRUCE ADAMS PRESIDENT/CEO 0 240017 0 0 0 11766 0 9760 0 4812 0 266355 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY AN OFFICER OF THE ORGANIZATION PRIOR TO FILING. THE ENTIRE BOARD OF DIRECTORS WILL BE PROVIDED A FINAL COPY OF THE RETURN AT THE BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.