2024-05-10T10:14:16-05:00 2023-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2023-01-01 475084832 REDWOOD CREDIT UNION COMMUNITY FUND INC REDW 7075765260 3033 CLEVELAND AVENUE 100 SANTA ROSA CA 95403 DANIEL MOYLAN TREASURER 7075765260 2024-05-09 1 DANIEL MOYLAN 999009999 0 WENDY CAMPOS P00448102 4159561500 2024-05-09 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z MISHEL KAUFMAN 3033 CLEVELAND AVENUE 100 SANTA ROSA CA 95403 1607307 0 X WWW.RCUCOMMUNITYFUND.ORG X 2015 CA HELPING TO MAKE A MEANINGFUL IMPACT IN ADVANCING THE WELL-BEING OF OUR COMMUNITIES. 5 0 0 6 0 0 1139688 146463 0 0 123650 214228 0 0 1263338 360691 217699 753446 0 0 0 0 0 0 0 54496 60215 272195 813661 991143 -452970 8906263 8822662 159793 99207 8746470 8723455 X REDWOOD CREDIT UNION COMMUNITY FUND, INC. WILL HELP TO MAKE A MEANINGFUL IMPACT IN ADVANCING THE WELL-BEING OF OUR COMMUNITIES. OUR APPROACH IS TO BE RESPECTFUL AND INTENTIONAL IN OUR GIVING. WE EXIST TO MEET THE NEEDS OF OTHERS. 1 0 542239 542239 0 COMMUNITY WELLNESS - COMMUNITY WELLNESS INCLUDING HOUSING. 109500 109500 0 FINANCIAL WELLNESS - FINANCIAL LITERACY INITIATIVES TO EDUCATE PEOPLE OF ALL AGES IN ESSENTIAL MONEY MANAGEMENT SKILLS. 99207 99207 0 EMPLOYEE GIVING CAMPAIGN - EMPLOYEES OF REDWOOD CREDIT UNION MAY DONATE TO THE ORGANIZATION THROUGH PAYROLL DEDUCTION AND DESIGNATE THE GRANTEE RECIPIENTS THAT ARE 501(C)(3) PUBLIC CHARITIES. 2500 2500 DISASTER AND FIRE RELIEF - TO HELP RETURN THE HEALTH AND VIBRANCY TO COMMUNITIES AFFECTED BY NATURAL DISASTERS. THIS PROGRAM PROVIDES SUPPORT TO PARTNER ORGANIZATIONS IN AFFECTED AREAS AS WELL AS DIRECT SUPPORT TO INDIVIDUALS AND FAMILIES. 2500 2500 753446 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X DANIEL MOYLAN 7075765260 3033 CLEVELAND AVENUE 100 SANTA ROSA CA 95403 X X CYNTHIA NEGRI PRESIDENT (TRHU 03/23) 1.00 1.50 X X 0 0 0 MISHEL KAUFMAN PRESIDENT 2.00 1.50 X X 0 0 0 JOSE ALVAREZ VICE PRESIDENT 0.25 1.50 X X 0 0 0 DAN MOYLAN TREASURER 1.00 1.50 X X 0 0 0 TRACY CONDRON SECRETARY 0.25 1.50 X X 0 0 0 MATT METZGER DIRECTOR 0.25 1.50 X 0 0 0 0 0 0 0 0 0 0 0 146463 146463 178611 178611 1282233 1246616 35617 35617 35617 360691 0 0 214228 692807 692807 10639 10639 50000 50000 1754 1754 6900 6900 15101 15101 24713 24713 738 738 650 650 626 626 5311 5311 2378 2378 2044 2044 813661 753446 60215 0 191218 263844 3687249 2955322 23900 23900 5311 0 5022485 5603496 8906263 8822662 159793 99207 159793 99207 X 8746470 8721983 0 1472 8746470 8723455 8906263 8822662 -452970 429955 0 X 0 0 0 X 1523694 1367188 1382125 1139688 146463 5559158 1523694 1367188 1382125 1139688 146463 5559158 4613050 946108 41630 86506 114628 104614 178611 525989 6085147 0.15550 0.31960 X REDWOOD CREDIT UNION COMMUNITY FUND, INC.'S (THE "FUND") PRIMARY SOURCES OF SUPPORT ARE FROM THE EMPLOYEE GIVING CAMPAIGN OF REDWOOD CREDIT UNION (RCU) AND CONTRIBUTIONS FROM RCU DIRECTLY. RCU IS A RELATED TAX-EXEMPT ORGANIZATION THAT OPERATES AS A STATE CHARTERED CREDIT UNION. THE FUND ALSO MAINTAINS SOLICITATION EFFORTS WITH THE COMMUNITY AT LARGE FROM INDIVIDUALS, ORGANIZATIONS WITHIN THE COMMUNITY, GOVERNMENTAL UNITS, AND OTHER PUBLIC CHARITIES. THE FUND'S GOVERNING BODY IS COMPRISED OF OFFICERS OF RCU, WHO VOLUNTEER THEIR TIME TO OVERSEE THE FUND'S ACTIVITIES WITH THE INTEREST OF SERVING THE BROADER COMMUNITY IN LINE WITH THE FUND'S MISSION. THE FUND HAD TWO YEARS WHERE A SUBSTANTIAL AMOUNT OF PUBLIC SUPPORT WAS RECEIVED TO SUPPORT FIRE RELIEF EFFORTS IN NORTHERN CALIFORNIA. IN RESPONSE TO THIS FUNDING CHANGE, THE FUND ESTABLISHED THE EMPLOYEE GIVING CAMPAIGN IN 2021 TO INCREASE ITS SOURCES OF PUBLIC SUPPORT AND WORKED THROUGH TAX PLANNING OPTIONS WITH A PUBLIC ACCOUNTING FIRM TO IMPROVE ITS PUBLIC SUPPORT PERCENTAGE. FOR THE TAX YEAR ENDED DECEMBER 31, 2023, THE FUND'S PUBLIC SUPPORT PERCENTAGE WAS GREATER THAN 10% AND THE FUND EXPECTS THE PUBLIC SUPPORT PERCENTAGE TO INCREASE OVER THE NEXT COUPLE OF YEARS SO THAT IT IS GREATER THAN 33 1/3% PUBLICLY SUPPORTED. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23900 23900 0 0 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 50000 0 0 0 0 0 0 50000 0 50000 EUROPE (INCLUDING ICELAND & GREENLAND) FINANCIAL WELLNESS FOR UKRAINIAN REFUGEES 50000 WIRE 0 1 0 0 0 0 0 0 0 PART I, LINE 2: GRANTEES PROVIDE STATUS UPDATES REGARDING THE FUNDS EXPENDED, OUTCOMES ACHIEVED, AND CHALLENGES EXPERIENCED. UPDATES CONTINUE EVERY 90 DAYS UNTIL GRANTS ARE FULLY EXPENDED. RCUCF STAFF REVIEW THESE UPDATES AND FOLLOW UP AS NEEDED. PART I, LINE 3: ACCOUNTING METHOD FOR EXPENDITURES OUTSIDE THE US: ACCRUAL BASIS 1 BOYS & GIRLS CLUBS OF SONOMA-MARIN 1400 N DUTTON AVENUE SUITE 24 SANTA ROSA CA 95401 680309534 501(C)(3) 250000 0 SUPPORTING THE ROSELAND CLUBHOUSE CAPITAL PROJECT CERES COMMUNITY PROJECT PO BOX 1562 SEBASTOPOL CA 95473 262250997 501(C)(3) 250000 0 CAPITAL CAMPAIGN PROJECT AACUC PO BOX 392136 SNELLVILE GA 30039 571091138 501(C)(3) 52000 0 SUPPORT OF THE ACADEMY TRAINING PROGRAM ON THE IMPACT AND EFFICACY OF THE CREDIT UNION MODEL ENRICHING LIVES THROUGH MUSIC 2955 KERNER BOULEVARD SUITE B SAN RAFAEL CA 94901 463586448 501(C)(3) 10600 0 SUPPORT YEAR ROUND MUSIC PROGRAM INCLUDING THE SOCIAL, EMOTIONAL AND ACADEMIC NEEDS OF THE STUDENTS FIRST RESPONDERS RESILIENCY 2777 YULUPA AVENUE SUITE 314 SANTA ROSA CA 95405 824439334 501(C)(3) 10000 0 CAPITAL CAMPAIGN AND GENERAL SUPPORT CTE FOUNDATION 1030 APOLLO WAY SANTA ROSA CA 95407 465607272 501(C)(3) 10000 0 SUPPORT COLLEGE AND CAREER READINESS THROUGH THE SONOMA CORPS PROGRAM DOGWOOD ANIMAL RESCUE PROJECT 1415 FULTON ROAD SUITE 205 432 SANTA ROSA CA 95403 811178819 501(C)(3) 7735 0 EMPLOYEE GIVING CAMPAIGN WORLDWIDE FOUNDATION FOR CREDIT UNION 5710 MINERAL POINT ROAD MADISON WI 53705 396093210 501(C)(3) 7500 0 MEMBERS HELPING MEMBERS CAMPAIGN REDWOOD EMPIRE FOOD BANK 3991 BRICKWAY BOULEVARD SANTA ROSA CA 95404 680121855 501(C)(3) 6329 0 EMPLOYEE GIVING CAMPAIGN 9 0 INDIVIDUAL GRANTS - MORTGAGE RELIEF - OPERATING FUND 9 10639 PART I, LINE 2: GRANTEES PROVIDE STATUS UPDATES REGARDING THE FUNDS EXPENDED, OUTCOMES ACHIEVED, AND CHALLENGES EXPERIENCED. UPDATES CONTINUE EVERY 90 DAYS UNTIL GRANTS ARE FULLY EXPENDED. RCUCF STAFF REVIEW THESE UPDATES AND FOLLOW UP AS NEEDED. FORM 990, PART III, LINE 2 SEE DISCLOSURE FOR PART III, LINE 4A. FORM 990, PART VI, SECTION A, LINE 2 ALL OF THE BOARD MEMBERS HAVE A BUSINESS RELATIONSHIP AS THEY ARE EMPLOYEES OF REDWOOD CREDIT UNION. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT, TREASURER, AND SECRETARY OF THE ORGANIZATION REVIEW THE FORM 990 IN DETAIL. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY THAT ALSO CONTAINS AN AFFIRMATION THAT THEY HAVE READ AND UNDERSTOOD THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. TRANSACTIONS WITH PARTIES WITH WHOM A CONFLICTING INTEREST EXISTS MAY BE UNDERTAKEN ONLY IF ALL OF THE FOLLOWING ARE OBSERVED: 1. THE CONFLICTING INTEREST IS FULLY DISCLOSED; 2. THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; 3. A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS; AND 4. THE BOARD OF DIRECTORS HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. DISCLOSURE IN THE ORGANIZATION SHOULD BE MADE TO THE CHIEF EXECUTIVE OFFICER OR THE BOARD PRESIDENT, WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD OF DIRECTORS. DISCLOSURE INVOLVING DIRECTORS SHOULD BE MADE TO THE BOARD PRESIDENT, (OF IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE PRESIDENT) WHO SHALL BRING THESE MATTERS TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO RCUCF. THE DECISION OF THE BOARD OF DIRECTORS ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF RCUCF AND THE ADVANCEMENT OF ITS PURPOSE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A: THE RCUCF BOARD OF DIRECTORS ARE VOLUNTEERS, WHO ARE EMPLOYED BY REDWOOD CREDIT UNION. IN THEIR ROLE AS DIRECTORS, THEY DO NOT RECEIVE ANY ADDITIONAL COMPENSATION FROM REDWOOD CREDIT UNION OR ANY OTHER PARTY FOR THEIR SERVICES ON THE ORGANIZATION'S BOARD OF DIRECTORS. THEY ARE EMPLOYED BY AND RECEIVE ALL OF THEIR COMPENSATION SOLELY CONNECTED TO THEIR DUTIES AS EMPLOYEES OF REDWOOD CREDIT UNION. REDWOOD CREDIT UNION 3033 CLEVELAND AVENUE STE 100 SANTA ROSA CA 95403 941244186 FINANCIAL SERVICES CA 501(C)(14) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0