2020-11-13T11:30:16-06:00 2019-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2019-01-01 475084832 REDWOOD CREDIT UNION COMMUNITY FUND INC REDW 8004797928 3033 CLEVELAND AVENUE NO 100 SANTA ROSA CA 95403 DANIEL MOYLAN TREASURER 8004797928 2020-11-11 1 WENDY CAMPOS P00448102 4159561500 2020-11-11 172.9.161.112 2020-11-11 19:37:57 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 2CA4604677747A1B8287DC7DD1B2F222DAF5CAE3 2019 2021-01-29 14:40:06Z CYNTHIA NEGRI 3033 CLEVELAND AVENUE NO 100 SANTA ROSA CA 95403 2816230 0 X N/A X 2015 CA HELPING TO MAKE A MEANINGFUL IMPACT IN ADVANCING THE WELL-BEING OF OUR COMMUNITIES. 4 4 0 5 0 0 5793880 1523694 0 0 36993 41755 0 0 5830873 1565449 12350038 452803 0 0 0 0 0 0 0 241311 72906 12591349 525709 -6760476 1039740 4970133 6279016 0 210980 4970133 6068036 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 472748 452803 0 DISASTER RELIEF FOR SURVIVORS OF 2019 FLOOD AND 2019 KINCADE FIRE. 472748 1 1 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 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 4 4 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 NO 100 SANTA ROSA CA 95403 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 SUZANNE KNOWLTON SECRETARY THRU 10/19 0.25 1.50 X X 0 0 0 STACEY MILLER TREASURER THRU 04/19 1.00 1.50 X X 0 0 0 DAN MOYLAN TREASURER AS OF 04/19 1.00 1.50 X X 0 0 0 LEE ALDERMAN DIRECTOR THRU 03/19 0.25 1.50 X 0 0 0 PENNY CLEARY DIRECTOR 2.00 1.50 X 0 0 0 0 0 0 0 0 0 0 0 1474000 49694 1523694 41630 41630 1250906 1250781 125 125 125 1565449 0 0 41755 368803 368803 84000 84000 2792 2792 40615 40615 1402 1402 291 291 435 435 4712 4712 2495 2495 PROGRAM EXPENSES 19945 19945 219 219 525709 472748 52961 0 2914602 1416822 228308 3543272 0 474000 150000 150000 44500 4000 1632723 690922 4970133 6279016 0 10980 0 200000 0 210980 X 4969021 5592924 1112 475112 4970133 6068036 4970133 6279016 1039740 58163 0 X X 0 1 X 1 0 X 2486390 1436994 31245849 5793880 1523694 42486807 2486390 1436994 31245849 5793880 1523694 42486807 6974982 35511825 173 10955 35758 41630 88516 42575323 0.83410 X PART II: THE 2015 TAX YEAR IS A SHORT PERIOD, REPORTING FROM THE PERIOD OF FORMATION, SEPTEMBER 14, 2015 TO DECEMBER 31, 2015. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1622210 58163 58163 1564047 1402 1402 1565449 524307 0 524307 1402 1402 525709 PART X, LINE 2: THE FUND IS CONSIDERED A PUBLIC CHARITY AND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FUND IS ALSO EXEMPT FROM STATE INCOME TAX. THE FUND IS EXEMPT FROM STATE TAX UNDER STATE OF CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ONLY UNRELATED BUSINESS INCOME IS SUBJECT TO FEDERAL AND STATE INCOME TAX. MANAGEMENT BELIEVES THAT ALL OF THE FUND'S INCOME IS RELATED TO ITS EXEMPT PURPOSE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FUND HAS NO UNRECOGNIZED TAX BENEFITS OR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2019 AND 2018. 1 CATHOLIC CHARITIES PO BOX 4900 SANTA ROSA CA 95402 942479393 501(C)(3) 250000 HOUSING SECURITY CORAZON HEALDSBURG PO BOX 1004 HEALDSBURG CA 95448 273044487 501(C)(3) 35000 KINCADE FIRE RELIEF CTE FOUNDATION 1030 APOLLO WAY SANTA ROSA CA 95407 465607272 501(C)(3) 10000 FINANCIAL LITERACY DESERT VALLEYS EMPLOYEE FOUNDATION 100 E WARD AVE RIDGECREST CA 93555 463050745 501(C)(3) 2000 EARTHQUAKE RELIEF 2019 FIRST RESPONDERS RESILIENCY 1136 FOREST GLEN WAY SANTA ROSA CA 95404 824439334 501(C)(3) 10000 3500 FMV GIFT CARDS PEER TO PEER COUNSELING PROGRAM PUERTAS ABIERTAS COMMUNITY RESOURCE CENTER 952 NAPA ST NAPA CA 94558 203126333 501(C)(3) 10000 MENTAL HEALTH WORKSHOPS RELATED TO KINCADE FIRE RUSSIAN RIVERKEEPER PO BOX 1335 HEALDSBURG CA 95448 680321117 501(C)(3) 9053 FLOOD CLEAN UP EFFORTS TLC CHILD AND FAMILY SERVICES 1800 GRAVENSTEIN HWY N SEBASTOPOL CA 95472 680008634 501(C)(3) 25000 DIRECT ASSISTANCE TO FORMER FOSTER CARE YOUTH UNITED WAY OF THE WINE COUNTRY 975 CORPORATE CENTER PKWY SUITE 160 160 SANTA ROSA CA 95407 941669646 501(C)(3) 5000 SONOMA READY DAY SPONSORSHIP WORLDWIDE FOUNDATION FOR CREDIT UNIONS 5710 MINERAL POINT RD MADISON WI 53705 396093210 501(C)(3) 5000 ESTABLISH A FORWARD-PREPARED DISASTER FUND 10 0 GIFT CARDS - FLOOD RELIEF 82 41000 FMV GIFT CARDS GIFT CARDS - KINCADE FIRE RELIEF 77 38500 FMV GIFT CARDS INDIVIDUAL GRANTS - KINCADE FIRE RELIEF 2 4500 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 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 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 CHAIR, WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD OF DIRECTORS. DISCLOSURE INVOLVING DIRECTORS SHOULD BE MADE TO THE BOARD CHAIR, (OF IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE-CHAIR) 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. 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