2024-06-18T08:20:12-05:00 2023-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-01-01 812373578 ANOKA HENNEPIN CREDIT UNION SPIRIT FOUNDATION ANOK 7634220290 3505 NORTHDALE BLVD NW COON RAPIDS MN 55448 TERRY ANDERSON PRESIDENT 7634220290 2024-06-12 1 TERRY ANDERSON 999009999 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-06-11 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z TERRY ANDERSON 3505 NORTHDALE BLVD NW COON RAPIDS MN 55448 40251 0 X N/A X 2016 MN THE FOUNDATION SUPPORTS LOCAL ORGANIZATIONS WHICH PROVIDE SAFETY, HEALTH, NOURISHMENT, EDUCATION, OR INSPIRATION TO YOUNG ADULTS IN LOCAL COMMUNITIES. 3 2 0 61 0 0 24507 39251 0 0 0 0 0 -6175 24507 33076 21561 18095 0 0 0 0 0 0 0 1775 1860 23336 19955 1171 13121 35969 49091 0 0 35969 49091 THE FOUNDATION SUPPORTS LOCAL ORGANIZATIONS WHICH PROVIDE SAFETY, HEALTH, NOURISHMENT, EDUCATION, OR INSPIRATION TO YOUNG ADULTS IN LOCAL COMMUNITIES. 0 0 11595 11595 0 GAVE BACK 5% OF INTERCHANGE INCOME TO 8 LOCAL HIGH SCHOOLS THAT WERE PART OF THE SPIRIT DEBIT CARD REWARDS PROGRAM. THE HIGH SCHOOLS INCLUDED: ANDOVER HIGH SCHOOL, ANOKA HIGH SCHOOL, BLAINE HIGH SCHOOL, CENTENNIAL HIGH SCHOOL, CHAMPLIN PARK HIGH SCHOOL, COON RAPIDS HIGH SCHOOL, FOREST LAKE HIGH SCHOOL AND ANOKA HENNEPIN SCHOOL DISTRICT. 6000 6000 0 GRANTED SIX $1,000 COLLEGE SCHOLARSHIPS TO STUDENTS OF SCHOOLS PARTICIPATING IN THE SPIRIT PROGRAMS. 500 500 0 GRANTED $500 TO COON RAPIDS H.S. BOYS SOCCER BOOSTER CLUB (NETGIVER MATCH). 18095 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 MN X MARTIN WALIGORA CFO 7632532718 3505 NORTHDALE BLVD NW COON RAPIDS MN 55448 TERRY ANDERSON PRESIDENT 1.00 1.00 X X 0 1210 0 JIM GAFFNEY PRESIDENT (THRU 09/2023) 1.00 1.00 X X 0 1350 0 TODD PROULX SECRETARY 1.00 1.00 X X 0 2210 0 JEFF CLAUSSEN TREASURER 1.00 40.00 X X 0 326456 39821 0 331226 39821 0 0 1 0 0 21460 17791 39251 0 21460 7175 -7175 -7175 SCHOLARSHIP RECOVERIES 900099 1000 1000 1000 33076 0 0 -6175 12095 12095 6000 6000 1785 1785 75 75 19955 18095 1860 0 35940 49062 29 29 35969 49091 0 0 X 35969 46766 2325 35969 49091 35969 49091 X 13121 1 X 0 0 0 X 38894 10572 24836 24507 39251 138060 38894 10572 24836 24507 39251 138060 22818 115242 138060 0.83470 0.75220 X FROZEN CLASSIC 21460 21460 7175 21460 21460 7175 7175 -7175 1 SCHOLARSHIPS 6 6000 PART I, LINE 2: GRANTS ARE APPROVED BY THE BOARD OF DIRECTORS. THE ORGANIZATION PROVIDED GRANTS OR OTHER ASSISTANCE TO INDIVIDUALS IN THE FORM OF SCHOLARSHIPS. THE ORGANIZATION GAVE GRANTS TO ORGANIZATIONS BUT NO RECIPIENT WAS OVER $5,000. 0 0 0 0 0 0 0 0 0 JEFF CLAUSSEN TREASURER 0 281689 0 36495 0 8272 0 8757 0 31064 0 366277 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS THE TAX RETURN AND LETS THE PRESIDENT KNOW THEY AGREE WITH IT. AFTER RECEIVING APPROVALS BY ALL THE BOARD MEMBERS, THE PRESIDENT THEN APPROVES AND SIGNS THE TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, OFFICER, MEMBER OF A COMMITTEE WITH DIRECTOR-DELEGATED POWERS, OR EMPLOYEE WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IS AN INTERESTED PERSON COVERED BY THE POLICY AND SIGNS A STATEMENT ANNUALLY THAT THEY RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY AND UNDERSTANDS THAT THE FOUNDATION IS A CHARITABLE ORGANIZATION AND THAT TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IF A MEMBER OF THE GOVERNING BODY OR ANY COMMITTEE HAS A FINANCIAL INTEREST CONFLICTING WITH THE INTEREST OF THE FOUNDATION IN ANY MANNER, THAT INDIVIDUAL MUST BRING THE CONFLICT TO THE ATTENTION OF THE OTHER MEMBERS AND REFRAIN FROM DELIBERATING OR VOTING IN ANY DECISION WITH RESPECT TO THE MATTER. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE DIRECTOR OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING DIRECTORS OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE CHAIR OF THE BOARD OF DIRECTORS OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE DIRECTORS OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS OR COMMITTEE MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE BEST INTEREST OF THE FOUNDATION AND FOR ITS OWN BENEFIT, AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE FOUNDATION, AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: OTHER CHANGE IN NET ASSETS 1. ANOKA HENNEPIN CREDIT UNION 3505 NORTHDALE BLVD NW COON RAPIDS MN 55448 416036540 FINANCIAL INSTITUTION MN 501(C)(14) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0