Nonprofit · EIN 41-1974262
AFFINITY PLUS FEDERAL CREDIT UNION FOUNDATION
Tax-exempt · ST PAUL, MN 55107
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $547,083 | $531,983 | $15,100 | $1,023,687 | $0 | $1,023,687 |
| December 31, 2023 | 990-PF | $772,452 | $335,470 | $436,982 | $1,008,587 | $0 | $1,008,587 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $343,364
- Interest
- $27,947
- Other income
- $175,772
Expenses
- Grants and similar amounts paid
- $425,856
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $425,856
- Excise tax on investment income
- $388
Balance sheet and other
- Total assets, start of year
- $1,008,587
- Total assets, end of year
- $1,023,687
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,023,687
- Fair market value of assets
- $1,023,687
- Qualifying distributions
- $425,856
- Net investment income
- $27,947
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSICA VOLKMANN 175 W LAFAYETTE ROAD, ST PAUL, MN 55016 | BOARD CHAIR | 4 | $0 |
| JACQUELYN TWEDT 175 W LAFAYETTE ROAD, ST PAUL, MN 55016 | BOARD TREASURER | 4 | $0 |
| JOEL SWANSON 175 W LAFAYETTE ROAD, ST PAUL, MN 55016 | BOARD MEMBER | 3 | $0 |
| AMBER SHANLEY 175 W LAFAYETTE ROAD, ST PAUL, MN 55016 | BOARD MEMBER | 3 | $0 |
| KELLY FLAHERTY 175 W LAFAYETTE ROAD, ST PAUL, MN 55016 | BOARD MEMBER | 3 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSICA VOLKMANN 175 W LAFAYETTE ROAD, ST PAUL, MN 55016 | BOARD CHAIR | 2 | $0 |
| JOEL SWANSON 175 W LAFAYETTE ROAD, ST PAUL, MN 55016 | BOARD TREASURER | 2 | $0 |
| JACQUELYN TWEDT 175 W LAFAYETTE ROAD, ST PAUL, MN 55016 | BOARD MEMBER | 1 | $0 |
| AMBER SHANLEY 175 W LAFAYETTE ROAD, ST PAUL, MN 55016 | BOARD MEMBER | 1 | $0 |
| ANN KOETZ 175 W LAFAYETTE ROAD, ST PAUL, MN 55016 | BOARD MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 175 WEST LAFAYETTE ROAD, ST PAUL, MN 55107-1420
- In care of
- % LOUISE JALMA
- Signed the 990-PF
- JACQUELYN TWEDT, BOARD TREASURER
- Phone
- (651) 291-3700
- Website
- AFFINITYPLUSFOUNDATION.ORG
- Return prepared by
- DOEREN MAYHEW
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 41-1974262
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $1,023,687
- Income (IRS master file)
- $547,083
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $547,083 | $531,983 | $1,023,687 | IRS |
| 990-PF | December 2023 | $772,452 | $335,470 | $1,008,587 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-1974262).
Questions about AFFINITY PLUS FEDERAL CREDIT UNION FOUNDATION
- What is the EIN of AFFINITY PLUS FEDERAL CREDIT UNION FOUNDATION?
- The employer identification number (EIN) of AFFINITY PLUS FEDERAL CREDIT UNION FOUNDATION is 41-1974262.
- Is AFFINITY PLUS FEDERAL CREDIT UNION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to AFFINITY PLUS FEDERAL CREDIT UNION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AFFINITY PLUS FEDERAL CREDIT UNION FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AFFINITY PLUS FEDERAL CREDIT UNION FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AFFINITY PLUS FEDERAL CREDIT UNION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of AFFINITY PLUS FEDERAL CREDIT UNION FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does AFFINITY PLUS FEDERAL CREDIT UNION FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $547,083, expenses of $531,983 and total assets of $1,023,687 at year end.
Other nonprofits in ST PAUL
- UNIVERSITY OF ST THOMAS EIN 41-0693970 · last filed 990 for 2025
- BUSH FOUNDATION EIN 41-6017815 · last filed 990-PF for 2024
- NEW CENTURY SCHOOL EIN 47-2142901 · last filed 990 for 2025
- HIGH SCHOOL FOR RECORDING ARTS EIN 41-1915563 · last filed 990 for 2025
- SUNNY HOLLOW MONTESSORI EIN 41-1408529 · last filed 990 for 2025
- FRIENDS OF COLLEGEBOUND SAINT PAUL EIN 33-3705839 · last filed 990 for 2025
- METROPOLITAN STATE UNIVERSITY FOUNDATION EIN 23-7296162 · last filed 990 for 2025
- MINNESOTA PRIVATE COLLEGE FUND EIN 51-0166951 · last filed 990 for 2025