2023-08-03T14:37:43-05:00 2022-12-31 810446334 DOUGLAS WILSON & COMPANY PC 1000 FIRST AVENUE SOUTH GREAT FALLS MT 59401 990 2022-01-01 810240316 MONTANA CREDIT UNION LEAGUE MONT 4064429081 101 N RODNEY STREET HELENA MT 59601 GERRY SINGLETON CEO 4064429081 2023-07-24 1 GERRY SINGLETON 999009999 0 MELISSA H SOLDANO P01259603 4067614645 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GERRY SINGLETON 101 N RODNEY STREET HELENA MT 59601 1928064 0 X HTTP://WWW.MCUN.COOP X 1955 MT TO FOSTER THE VITALITY OF AFFILIATED CREDIT UNIONS BY PROVIDING PROGRAMS AND SERVICES TO ENHANCE THEIR ABILITY TO SUCCESSFULLY MEET THE MEMBERS NEEDS. 7 7 13 0 0 0 0 0 1734978 1882912 11881 41115 55979 -7601 1802838 1916426 0 0 0 0 1080486 1078758 0 0 0 651972 605558 1732458 1684316 70380 232110 1858528 2126366 405830 475285 1452698 1651081 TO FOSTER THE VITALITY OF AFFILIATED CREDIT UNIONS BY PROVIDING PROGRAMS AND SERVICES TO ENHANCE THEIR ABILITY TO SUCCESSFULLY MEET THE MEMBERS NEEDS. 0 0 431503 MEMBER SERVICES INCLUDING PUBLICATION OF NEWSLETTERS, CONSULTING SERVICES TO MEMBER CREDIT UNIONS, MONITORING LEGISLATION CONCERNING CREDIT UNIONS, AND PRESENTATION OF SEMINARS FOR MEMBER CREDIT UNIONS. 431503 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 13 1 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 0 1 1 0 MT X GERRY SINGLETON 4064429081 101 NORTH RODNEY STREET HELENA MT 59601 JEREMY PRESTA CHAIRMAN 1.00 X X 0 0 0 LINDSAY BEATY VICE-CHAIRMAN 1.00 X X 0 0 0 LESLIE WOMACK SECRETARY/TREASURER 1.00 X X 0 0 0 TOM BOOS DIRECTOR 1.00 X 0 0 0 JACK LAWSON DIRECTOR 1.00 X 0 0 0 ANNAMARIE DEYOUNG DIRECTOR 1.00 X 0 0 0 DARCI PARSONS DIRECTOR 1.00 X 0 0 0 TRACIE KENYON CEO 40.00 X 259807 0 42578 KAREN SMITH SVP-CHIEF ADVOCACY OFFICER 40.00 X 103788 0 9648 363595 0 52226 2 0 1 0 0 MEMBERSHIP FEES 522100 1312654 1312654 MANAGEMENT FEES 522100 351011 351011 PROGRAM SERVICE REVENU 522100 219247 219247 1882912 13052 13052 39701 11638 28063 28063 28063 MISC INCOME 900099 -7601 -7601 -7601 1916426 1903374 0 13052 302385 120954 181431 579301 231720 347581 197072 78829 118243 969 969 33039 33039 937 937 38505 38505 9717 9717 68593 68593 132609 132609 13974 13974 19243 19243 DONATIONS 117636 117636 EDUCATION 49336 49336 SUBSCRIPTIONS & DUES 31922 31922 MEMBER RELATIONS 30856 30856 58222 58222 1684316 431503 1252813 0 717537 961400 100000 100000 44786 46705 204951 207265 132852 52280 15962 80572 742068 730424 33224 1858528 2126366 62456 67963 343374 407322 405830 475285 X 1452698 1651081 1452698 1651081 1858528 2126366 232110 -33727 0 X X 0 1 X 1 0 42630 42630 0 90222 9650 80572 80572 INVESTMENTS-OTHER 54264 C INVESTMENTS IN SUBSIDIARY 676160 C 730424 COMPENSATED ABSENCES 107206 ACCRUED EXPENSES 210445 DEFERRED REVENUE 89671 407322 X 0 0 X X 0 1 0 TRACIE KENYON CEO 256531 0 2088 0 1188 0 41078 0 1500 0 302385 0 0 0 PART I, LINE 1A THE ORGANIZATION PAYS FOR A COUNTRY CLUB MEMBERSHIP FOR THE CEO TO ENTERTAIN MCUN MEMBERS. PART I, LINE 1B THE COUNTRY CLUB MEMBERSHIP WAS APPROVED BY THE BOARD, BUT THERE IS NO WRITTEN POLICY REGARDING THIS PAYMENT. PART I, LINE 3 THE CEO HAS A WRITTEN EMPLOYMENT CONTRACT THAT IS APPROVED BY THE BOARD. PART I, LINE 4B THE ORGANIZATION SPONSORS A 457(B) PLAN FOR THE CEO. THE VALUE OF THE PLAN AT DECEMBER 31, 2022 WAS $169,213. FORM 990, PART VI, SECTION A, LINE 6 CREDIT UNIONS ARE CONSIDERED MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A ASSOCIATION MEMBERS ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS INSPECT AND APPROVE THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS THIS ON AN ONGOING BASIS. FORM 990, PART VI, SECTION B, LINE 15 THERE IS A WRITTEN CONTRACT REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS OF CEO COMPENSATION. CEO REVIEWS AND APPROVES COMPENSATION FOR OFFICERS. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS MADE AVAILABLE UPON REQUEST AND IS ALSO AVAILABLE THROUGH VARIOUS THIRD PARTY SERVICES ONLINE WHICH DISCLOSE TAX RETURNS FOR NON-PROFIT ENTITIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MONTANA CREDIT UNIONS FOR COMMUNITY DEVELOPMENT 101 N RODNEY STREET HELENA MT 59601 753103575 PROMOTING COMMUNITY DEVELOPMENT AND FINANCIAL EDUCATION IN MONTANA MT 501(C)(3) LINE 7 0 LEAGUE SERVICE GROUP 101 N RODNEY STREET HELENA MT 59601 810305864 SERVICE AND SUPPLY SALES TO CREDIT UNIONS MT C 1.00000 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 LEAGUE SERVICE GROUP K 9717 MONTANA CREDIT UNIONS FOR COMMUNITY DEVELOPMENT B 103189