2022-10-14T17:46:42-05:00 2021-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2021-01-01 475084832 REDWOOD CREDIT UNION COMMUNITY FUND INC REDW 7075765260 3033 CLEVELAND AVENUE 100 SANTA ROSA CA 95403 DANIEL MOYLAN TREASURER 7075765260 2022-10-13 1 DANIEL MOYLAN 999009999 WENDY CAMPOS P00448102 4159561500 2022-10-13 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z CYNTHIA NEGRI 3033 CLEVELAND AVENUE 100 SANTA ROSA CA 95403 2749029 0 X N/A X 2015 CA HELPING TO MAKE A MEANINGFUL IMPACT IN ADVANCING THE WELL-BEING OF OUR COMMUNITIES. 3 0 0 5 0 0 1367188 1382125 0 0 93706 146422 0 0 1460894 1528547 432420 471464 0 0 0 0 0 0 0 86987 81535 519407 552999 941487 975548 7368547 8601859 153000 217311 7215547 8384548 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 260000 260000 0 FINANCIAL LITERACY INITIATIVES TO EDUCATE PEOPLE OF ALL AGES IN ESSENTIAL MONEY MANAGEMENT SKILLS. 126029 126029 0 DISASTER AND FIRE RELIEF FOR SURVIVORS OF THE 2020 AND 2021 FIRES 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. 85435 85435 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. 471464 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 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 3 0 0 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 PENNY CLEARY DIRECTOR THRU 12/23/21 2.00 1.50 X 0 0 0 ANDY RAMOS DIRECTOR THRU 6/30/21 0.25 1.50 X 0 0 0 0 0 0 0 0 0 0 0 1250000 132125 1382125 114628 114628 1252276 1220482 31794 31794 31794 1528547 0 0 146422 396355 396355 75109 75109 299 299 30350 30350 14684 14684 23475 23475 229 229 556 556 7967 7967 2590 2590 1385 1385 552999 471464 81535 0 455199 197924 2406155 3311731 80 0 150000 0 23900 10623 21244 13277 4335869 5078927 7368547 8601859 3000 1876 150000 215435 153000 217311 X 7197167 8384548 18380 0 7215547 8384548 7368547 8601859 975548 193453 0 X 0 0 0 X 31245849 5793880 1523694 1367188 1382125 41312736 31245849 5793880 1523694 1367188 1382125 41312736 8186485 33126251 10955 35758 41630 86506 114628 289477 41602213 0.79630 0.80210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23900 10623 13277 13277 1 CATHOLIC CHARITIES PO BOX 4900 SANTA ROSA CA 95402 942479393 501(C)(3) 17824 0 FIRE SURVIVOR RELIEF DOGWOOD ANIMAL RESCUE PROJECT 1415 FULTON ROAD SUITE 205 SANTA ROSA CA 95403 811178819 501(C)(3) 12317 0 GENERAL SUPPORT - EMPLOYEE GIVING CAMPAIGN LAKE AREA ROTARY CLUB ASSOCIATION PO BOX 2921 CLEARLAKE CA 95422 461149482 501(C)(3) 30000 0 PURCHASE AND CONSTRUCTION OF EMERGENCY SUPPLY WAREHOUSE NATIONAL CREDIT UNION FOUNDATION PO BOX 78800 MILWAUKEE WI 53278 391383650 501(C)(3) 250000 0 SUPPORT FINANCIAL WELL-BEING EFFORTS REDWOOD EMPIRE FOOD BANK 3991 BRICKWAY BLVD SANTA ROSA CA 95403 680121855 501(C)(3) 5100 0 GENERAL SUPPORT - EMPLOYEE GIVING CAMPAIGN SOCIAL ADVOCATES FOR YOUTH 2447 SUMMERFIELD RD SANTA ROSA CA 95405 941711490 501(C)(3) 6352 0 GENERAL SUPPORT - EMPLOYEE GIVING CAMPAIGN 6 0 GIFT CARDS - CACHE FIRE RELIEF 2021 4 2000 FMV GIFT CARDS INDIVIDUAL GRANTS - FIRE RELIEF - OPERATING FUND 60 60000 INDIVIDUAL GRANTS - OPERATING FUND (MORTGAGE RELIEF) 7 13109 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 THE ORGANIZATION BEGAN AN EMPLOYEE GIVING CAMPAIGN IN 2021 WHEREBY 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. 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 1 1 1 0 0 0 0