Nonprofit · EIN 72-0498240
STATE CHARTERED CREDIT UNIONS IN LOUISIANA
Also known as PELICAN STATE C U OF BATON ROUGE LA
Tax-exempt · BATON ROUGE, LA 70816
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $88,451,502 | $88,194,236 | $257,266 | $722,570,800 | $651,268,620 | $71,302,180 |
| December 31, 2023 | 990 | $78,349,133 | $75,013,365 | $3,335,768 | $668,169,033 | $597,204,390 | $70,964,643 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $85,340,746
- Investment income
- $3,110,756
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,898,054
- Other salaries and wages
- $21,339,014
- Salaries, compensation and benefits (total)
- $30,735,640
- Professional fundraising fees
- $0
- Legal fees
- $228,887
- Accounting fees
- $236,448
- Occupancy
- $2,369,034
- Travel
- $802,730
- Depreciation
- $2,923,322
Balance sheet and other
- Total assets, start of year
- $668,169,033
- Total assets, end of year
- $722,570,800
- Total liabilities, end of year
- $651,268,620
- Net assets, end of year
- $71,302,180
- Land, buildings and equipment
- $34,242,151
- Publicly traded securities
- $14,671,083
- Gross unrelated business income
- $451,740
- Gross receipts
- $88,451,502
- Employees
- 400
- Volunteers
- 0
- Year formed
- 1956
- State of legal domicile
- LA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFFREY CONRAD | CEO & PRESIDENT Officer | 40 | $658,590 | $62,927 |
| ANNETTE THAMES | CMEO Officer | 40 | $584,713 | $40,944 |
| MELISSA OTT | EVP/CFO Officer | 40 | $389,582 | $66,298 |
| CHARLES MORGAN | SVP INFORMATION TECHNOLOGY Highest-paid employee | 40 | $264,198 | $50,155 |
| BENJAMIN MANRY | SVP LENDING & MEMBER SOLUTIONS Highest-paid employee | 40 | $249,028 | $48,588 |
| LEIGH PORTA | CGO Highest-paid employee | 40 | $239,776 | $34,042 |
| LINDSEY RICHARD | VP PROJECTS, OPERATIONS & RISK Highest-paid employee | 40 | $217,205 | $46,222 |
| KATHLEEN FORD | SVP HUMAN RESOURCES Highest-paid employee | 40 | $202,294 | $54,480 |
| JANELLE FOLSE | BOARD CHAIR Trustee or director | 1 | $10,800 | $0 |
| LINDA LOCHBRUNNER | BOARD TREASURER Trustee or director | 1 | $10,200 | $0 |
| GARY CROCKETT | BOARD DIRECTOR Trustee or director | 1 | $9,000 | $0 |
| TAWANA CARMOUCHE | BOARD DIRECTOR Trustee or director | 1 | $9,000 | $0 |
| DAVID COLVIN | BOARD DIRECTOR Trustee or director | 1 | $9,000 | $0 |
| WILLIAM MULLINNIX | BOARD DIRECTOR Trustee or director | 1 | $9,000 | $0 |
| SAMUEL MCDANIEL | BOARD DIRECTOR Trustee or director | 1 | $9,000 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID GILL | BOARD VICE CHAIR Trustee or director | 1 | $8,250 |
| SHANNON THORN | BOARD DIRECTOR Trustee or director | 1 | $8,250 |
| JONATHAN PHILLIPS | SUPERVISORY COMMITTEE CHAIR Trustee or director | 1 | $4,500 |
| BRAD COLWELL | SUPERVISORY COMMITTEE MEMBER Trustee or director | 1 | $4,000 |
| COLANDRA PAIGE SMITH | SUPERVISORY COMMITTEE MEMBER Trustee or director | 1 | $4,000 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFFREY CONRAD | CEO & PRESIDENT Officer | 40 | $586,191 | $36,987 |
| MELISSA OTT | EVP/CFO Officer | 40 | $306,737 | $42,115 |
| ANNETTE THOMAS | COO Officer | 40 | $268,560 | $25,218 |
| CHARLES MORGAN | SVP INFORMATION TECHNOLOGY Highest-paid employee | 40 | $237,600 | $29,632 |
| BENJAMIN MANRY | SVP RISK MANAGEMENT Highest-paid employee | 40 | $226,471 | $30,347 |
| LEIGH PORTA | SVP MARKETING Highest-paid employee | 40 | $199,692 | $11,737 |
| KATHLEEN FORD | VP HUMAN RESOURCES Highest-paid employee | 40 | $171,678 | $35,413 |
| LINDSEY RICHARD | VP PROJECT MANAGEMENT Highest-paid employee | 40 | $170,599 | $28,434 |
| JANELLE FOLSE | BOARD CHAIR Trustee or director | 1 | $10,800 | $0 |
| LINDA LOCHBRUNNER | BOARD TREASURER Trustee or director | 1 | $10,200 | $0 |
| DAVID GILL | BOARD VICE CHAIR Trustee or director | 1 | $9,000 | $0 |
| SHANNON THORNE | BOARD 2ND VICE CHAIR Trustee or director | 1 | $9,000 | $0 |
| GARY CROCKETT | BOARD DIRECTOR Trustee or director | 1 | $9,000 | $0 |
| TAWANA CARMOUCHE | BOARD DIRECTOR Trustee or director | 1 | $9,000 | $0 |
| DAVID COLVIN | BOARD DIRECTOR Trustee or director | 1 | $9,000 | $0 |
| WILLIAM MULLINNIX | BOARD DIRECTOR Trustee or director | 1 | $9,000 | $0 |
| SAMUEL MCDANIEL | BOARD DIRECTOR Trustee or director | 1 | $8,250 | $0 |
| JONATHAN PHILLIPS | SUPERVISORY COMMITTEE CHAIR Trustee or director | 1 | $4,500 | $0 |
| PAIGE SMITH | SUPERVISORY COMMITTEE MEMBER Trustee or director | 1 | $4,000 | $0 |
| BRAD COLWELL | SUPERVISORY COMMITTEE MEMBER Trustee or director | 1 | $3,500 | $0 |
Address and contacts
- Address (IRS master file)
- 2675 ONEAL LN, BATON ROUGE, LA 70816-3124
- Principal officer (990 for 2024)
- JEFFREY CONRAD, 2675 ONEAL LANE, BATON ROUGE, LA 70816
- Signed the 990
- JEFFREY CONRAD, CEO & PRESIDENT
- Phone
- (225) 408-6100
- Website
- WWW.PELICANSTATECU.COM
- Return prepared by
- DOEREN MAYHEW
Mission
PROVIDE BANKING RELATED SERVICES TO MEMBERS, MANY OF WHOM LIVE BELOW FEDERAL AND STATE POVERTY LEVELS.
Program accomplishments
- PARTNER IN FINANCIAL LITERACY AND EDUCATION PROGRAMS THROUGHOUT THE STATE.
- OFFER A VARIETY OF DEPOSIT PRODUCTS.
- OFFER A WIDE SPECTRUM OF LENDING PRODUCTS WITH COMPETITIVE INTEREST RATES.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 72-0498240
- Tax-exempt status
- 501(c)(14): State-chartered credit union
- Donations deductible
- No
- Exempt since
- 1969
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $722,570,800
- Income (IRS master file)
- $88,451,502
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $88,451,502 | $88,194,236 | $722,570,800 | XML |
| 990 | December 2023 | $78,349,133 | $75,013,365 | $668,169,033 | XML |
| 990 | December 2022 | $67,147,116 | $59,456,274 | $677,127,700 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 72-0498240).
Questions about STATE CHARTERED CREDIT UNIONS IN LOUISIANA
- What is the EIN of STATE CHARTERED CREDIT UNIONS IN LOUISIANA?
- The employer identification number (EIN) of STATE CHARTERED CREDIT UNIONS IN LOUISIANA is 72-0498240.
- Is STATE CHARTERED CREDIT UNIONS IN LOUISIANA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1969.
- Are donations to STATE CHARTERED CREDIT UNIONS IN LOUISIANA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does STATE CHARTERED CREDIT UNIONS IN LOUISIANA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of STATE CHARTERED CREDIT UNIONS IN LOUISIANA 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 STATE CHARTERED CREDIT UNIONS IN LOUISIANA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of STATE CHARTERED CREDIT UNIONS IN LOUISIANA?
- The 990 for the year ended December 31, 2024 names JEFFREY CONRAD.
- Who are the officers and directors of STATE CHARTERED CREDIT UNIONS IN LOUISIANA?
- The 990 for the year ended December 31, 2024 lists 20 people; 20 received compensation from the organization, the highest $658,590 (JEFFREY CONRAD, CEO & PRESIDENT).
- How much revenue does STATE CHARTERED CREDIT UNIONS IN LOUISIANA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $88,451,502, expenses of $88,194,236 and total assets of $722,570,800 at year end.
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