2023-09-21T12:26:51-05:00 2022-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2022-01-01 475084832 REDWOOD CREDIT UNION COMMUNITY FUND INC REDW 7075765260 3033 CLEVELAND AVENUE 100 SANTA ROSA CA 95403 DANIEL MOYLAN TREASURER 7075765260 2023-09-08 1 DANIEL MOYLAN 999009999 0 WENDY CAMPOS P00448102 4159561500 2023-09-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MISHEL KAUFMAN 3033 CLEVELAND AVENUE 100 SANTA ROSA CA 95403 2391805 0 X N/A X 2015 CA HELPING TO MAKE A MEANINGFUL IMPACT IN ADVANCING THE WELL-BEING OF OUR COMMUNITIES. 5 0 0 5 0 0 1382125 1139688 0 0 146422 123650 0 0 1528547 1263338 471464 217699 0 0 0 0 0 0 0 81535 54496 552999 272195 975548 991143 8601859 8906263 217311 159793 8384548 8746470 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. 0 0 109793 109793 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. 98250 98250 0 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. 9656 9656 0 FINANCIAL LITERACY INITIATIVES TO EDUCATE PEOPLE OF ALL AGES IN ESSENTIAL MONEY MANAGEMENT SKILLS. 217699 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 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 1.00 1.50 X X 0 0 0 MISHEL KAUFMAN VICE PRESIDENT/SECRETARY 2.00 1.50 X X 0 0 0 DAN MOYLAN TREASURER 1.00 1.50 X X 0 0 0 JOSE ALVAREZ DIRECTOR 0.25 1.50 X 0 0 0 TRACY CONDRON DIRECTOR 0.25 1.50 X 0 0 0 0 0 0 0 0 0 0 0 1000000 139688 1139688 104614 104614 1147503 1128467 19036 19036 19036 1263338 0 0 123650 197293 197293 10406 10406 10000 10000 435 435 6300 6300 15351 15351 21005 21005 638 638 7967 7967 2590 2590 210 210 272195 217699 54496 0 197924 191218 3311731 3816409 23900 18589 13277 5311 5078927 4893325 8601859 8906263 1876 0 215435 159793 217311 159793 X 8384548 8746470 0 0 8384548 8746470 8601859 8906263 991143 -629221 0 X 0 0 0 X 5793880 1523694 1367188 1382125 1139688 11206575 5793880 1523694 1367188 1382125 1139688 11206575 7502959 3703616 35758 41630 86506 114628 104614 383136 11589711 0.31960 0.79630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23900 18589 5311 5311 0 0 0 0 0 0 0 0 0 0 UKRAINE DISASTER RELIEF RUSSIA AND NEIGHBORING STATES 10000 CASH FMV 0 0 0 0 0 0 PART III ACCOUNTING METHOD: SCHEDULE F, PART III, COLUMN C THE DISASTER RELIEF AID WAS GRANTED TO INDIVIDUALS AND FAMILIES DIRECTLY AFFECTED BY THE WAR. THE NUMBER OF FAMILIES THAT RECEIVED AID IS NOT AVAILABLE. 1 WORLDWIDE FOUNDATION FOR CREDIT UNIONS 5710 MINERAL POINT ROAD MADISON WI 53705 396093210 501(C)(3) 10000 0 UKRAINE CU DISPLACEMENT FUND UNITED POLICYHOLDERS 917 IRVING STREET SUITE 4 SAN FRANCISCO CA 94122 943162024 501(C)(3) 10000 0 DISASTER PREPAREDNESS AND RECOVERY PROGRAMS SISKIYOU CREDIT UNION PO BOX 1125 YREKA CA 96097 941588778 501(C)(3) 10000 0 MCKINNEY FIRE RELIEF SANTA ROSA FIRE FOUNDATION PO BOX 7165 SANTA ROSA CA 95407 871382136 501(C)(3) 25000 0 FUNDING FOR WILDFIRE RESILIENCY EFFORTS AND DISASTER PREPAREDNESS 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 ELEVATIONS FOUNDATION PO BOX 9004 BOULDER CO 80301 273484142 501(C)(3) 10000 0 MARSHALL FIRE DISASTER RELIEF FUND CANVAS FOUNDATION PO BOX 5238 ENGLEWOOD CO 80155 811755475 501(C)(3) 10000 0 MARSHALL FIRE DISASTER RELIEF FUND DOGWOOD ANIMAL RESCUE PROJECT 1415 FULTON ROAD SUITE 205 SANTA ROSA CA 95403 811178819 501(C)(3) 8606 0 GENERAL SUPPORT - EMPLOYEE GIVING CAMPAIGN SOCIAL ADVOCATES FOR YOUTH 2447 SUMMERFIELD ROAD SANTA ROSA CA 95405 941711490 501(C)(3) 6167 0 GENERAL SUPPORT - EMPLOYEE GIVING CAMPAIGN REDWOOD EMPIRE FOOD BANK 3991 BRICKWAY BOULEVARD SANTA ROSA CA 95403 680121855 501(C)(3) 5353 0 GENERAL SUPPORT - EMPLOYEE GIVING CAMPAIGN 10 0 INDIVIDUAL GRANTS - FIRE RELIEF - OPERATING FUND 1 750 INDIVIDUAL GRANTS - MORTGAGE RELIEF - OPERATING FUND 5 9656 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 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 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0