2024-09-05T11:16:31-05:00 2023-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-01-01 811056981 COVANTAGE CARES FOUNDATION INC COVA 7156274336 723 6TH AVE PO BOX 107 ANTIGO WI 54409 CHARLES ZANAYED PRESIDENT/CEO 7156274336 2024-08-21 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-08-20 2023 2024-08-08 14:25:15Z CHARLES ZANAYED 723 6TH AVE PO BOX 107 ANTIGO WI 54409 358585 0 X HTTPS://WWW.COVANTAGECU.ORG/CARES X 2016 WI PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS, ESPECIALLY THOSE EXPERIENCING SIGNIFICANT FINANCIAL CHALLENGES, AND TO ORGANIZATIONS WORKING TO ENHANCE THE QUALITY OF LIFE OF RESIDENTS LIVING IN THE COMMUNITIES SERVED BY COVANTAGE CREDIT UNION. 5 2 0 2 0 0 502088 355040 0 0 1368 2337 0 -4872 503456 352505 603858 595491 0 0 0 0 0 0 0 6864 1596 610722 597087 -107266 -244582 370940 126358 0 0 370940 126358 X THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES BY PROVIDING FINANCIAL ASSISTANCE TO INDIVIDUALS, ESPECIALLY THOSE EXPERIENCING SIGNIFICANT FINANCIAL CHALLENGE, AND TO ORGANIZATIONS WORKING TO ENHANCE THE QUALITY OF LIFE OF RESIDENTS LIVING IN THE COMMUNITIES SERVED BY COVANTAGE CREDIT UNION. 0 0 595491 595491 0 THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES BY PROVIDING FINANCIAL ASSISTANCE TO INDIVIDUALS, ESPECIALLY THOSE EXPERIENCING SIGNIFICANT FINANCIAL CHALLENGE, AND TO ORGANIZATIONS WORKING TO ENHANCE THE QUALITY OF LIFE OF RESIDENTS LIVING IN THE COMMUNITIES SERVED BY COVANTAGE CREDIT UNION (CCU).THE ORGANIZATION GAVE SEVERAL GRANTS DURING THE YEAR TO ORGANIZATIONS THAT HELP ACCOMPLISH THE MISSION OF ENHANCING THE QUALITY OF LIFE OF RESIDENTS LIVING IN THE COMMUNITIES SERVED BY CCU. 595491 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 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 0 0 0 0 0 0 0 X 5 2 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 WI IL X CHARLES ZANAYED PRESIDENTCEO 7156274336 723 6TH AVE ANTIGO WI 54409 CHARLES ZANAYED PRESIDENT 1.00 40.00 X X 0 687017 71241 SHERRY AULIK VICE PRESIDENT (THRU 01/23) 3.00 40.00 X X 0 356522 72990 JOAN FARRELL VICE PRESIDENT 3.00 40.00 X X 0 275984 31275 JANEL THOUNE TREASURER 1.00 40.00 X 0 173249 39989 SHEILA ROSSMILLER SECRETARY 1.00 X X 0 0 0 SHANE LATHROP DIRECTOR 1.00 X 0 0 0 0 1492772 215495 0 0 1 0 0 17215 150000 187825 355040 2337 2337 0 17215 6080 -6080 -6080 1208 1208 1208 352505 0 0 -2535 595491 595491 500 500 927 927 REGISTRATION FEES 169 169 597087 595491 1596 0 178968 100268 191972 26090 370940 126358 0 0 X 0 0 0 0 370940 126358 370940 126358 370940 126358 -244582 0 X 0 1 X 1 0 X 480214 602867 861934 502088 355040 2802143 480214 602867 861934 502088 355040 2802143 1467755 1334388 1255 464 675 1368 2337 6099 2808242 1208 0.47520 0.48490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: THE CREDIT UNION IS EXEMPT, UNDER IRC 501(C)(14), FROM MOST FEDERAL AND STATE INCOME TAXES. THE CREDIT UNION HAS FILED TAX RETURNS IN THE PAST FOR ACTIVITIES IT HAS DEEMED TAXABLE AS UNRELATED BUSINESS INCOME. THE CREDIT UNION EVALUATED ITS TAX POSITIONS AND DETERMINED NO UNCERTAIN TAX POSITIONS EXIST AS OF DECEMBER 31, 2023 AND 2022. THE CREDIT UNION'S 2020 THROUGH 2022 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. GOLF OUTING 17215 17215 2888 2445 747 17215 17215 2888 2445 747 6080 -6080 1 IRON COUNTY LITTLE LEAGUE INC PO BOX 163 GAASTRA MI 49927 814997453 501(C)(3) 73374 0 GENERAL SUPPORT FRIENDS OF THE CRYSTAL FALLS DISTRICT COMMUNITY LIBRARY PO BOX 294 CRYSTAL FALLS MI 49920 873107272 501(C)(3) 47030 0 GENERAL SUPPORT ENCOMPASS EARLY EDUCATION AND CARE INC 1823 S WEBSTER AVE GREEN BAY WI 54301 390824004 501(C)(3) 45306 0 GENERAL SUPPORT ABUNDANT LIFE MISSION INC 1406 10TH AVE MENOMINEE MI 49858 472220529 501(C)(3) 41076 0 GENERAL SUPPORT HMONG AMERICAN CENTER INC 1109 N 6TH ST WAUSAU WI 54403 391459824 501(C)(3) 39343 0 GENERAL SUPPORT ANTIGO COMMUNITY FOOD PANTRY INC 2120 PROGRESS BLVD ANTIGO WI 54409 454834406 501(C)(3) 38189 0 GENERAL SUPPORT ELCHO AREA COMMUNITY FOOD PANTRY INC PO BOX 404 ELCHO WI 54428 474882455 501(C)(3) 33317 0 GENERAL SUPPORT COMMUNITY BENEFIT TREE INC W1734 KEN DALE DR KAUKAUNA WI 54130 200839777 501(C)(3) 21236 0 GENERAL SUPPORT RHINELANDER AREA FOOD PANTRY INC 627 COON ST RHINELANDER WI 54501 331141966 501(C)(3) 20825 0 GENERAL SUPPORT BIG BROTHERS BIG SISTERS OF NORTHEAST WISCONSIN INC 520 N BROADWAY ST STE 220 GREEN BAY WI 54303 391274696 501(C)(3) 20093 0 GENERAL SUPPORT CRANDON AREA RESCUE SQUAD INC 107 E ELM ST ARGONNE WI 54511 391202603 501(C)(3) 18902 0 GENERAL SUPPORT LINCOLN-WAY HIGH SCHOOL FOUNDATION FOR EDUCATIONAL EXCELLENCE INC 1801 E LINCOLN HWY NEW LENOX IL 60451 363986393 501(C)(3) 18685 0 GENERAL SUPPORT EVERGREEN COMMUNITY INITIATIVES 2151 STANLEY ST STEVENS POINT WI 54481 274975447 501(C)(3) 18408 0 GENERAL SUPPORT UNITED WAY OF LANGLADE COUNTY INC 501 ACKLEY ST ANTIGO WI 54409 391374401 501(C)(3) 7500 0 GENERAL SUPPORT SLEEP IN HEAVENLY PEAVE 1560 ELDRIDGE AVE TWIN FALLS ID 83301 464346568 501(C)(3) 6000 0 GENERAL SUPPORT 15 0 PART I, LINE 2: THE ORGANIZATION SELECTS ORGANIZATIONS TO GRANT TO BASED ON THEIR MISSION ALIGNING WITH THE MISSION OF COVANTAGE CARES. 0 0 0 0 0 0 0 0 0 CHARLES ZANAYED PRESIDENT 0 662111 0 23766 0 1140 0 47151 0 24090 0 758258 0 0 SHERRY AULIK VICE PRESIDENT (THRU 01/23) 0 343816 0 10900 0 1806 0 48900 0 24090 0 429512 0 0 JOAN FARRELL VICE PRESIDENT 0 263901 0 9311 0 2772 0 14229 0 17046 0 307259 0 0 JANEL THOUNE TREASURER 0 167642 0 5240 0 367 0 15960 0 24029 0 213238 0 0 PART I, LINE 3 THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS, HOWEVER THEIR RELATED PARTY PERFORMS THE FOLLOWING IN RELATION TO THE COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S SOLE CORPORATE MEMBER IS COVANTAGE CREDIT UNION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS IS PRESENTED WITH A COPY OF FORM 990 AT A BOARD MEETING, WHICH ALLOWS THEM TO REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST BYLAW SHALL BE FURNISHED TO EACH DIRECTOR, OFFICER, AND SENIOR STAFF MEMBER WHO IS PRESENTLY SERVING THE CORPORATION, OR WHO MAY HEREAFTER BECOME ASSOCIATED WITH THE CORPORATION. THIS POLICY SHALL BE REVIEWED ANNUALLY FOR THE INFORMATION AND GUIDANCE OF DIRECTORS, OFFICERS, AND STAFF MEMBERS. ANY NEW DIRECTORS, OFFICER, OR STAFF MEMBERS SHALL BE ADVISED OF THIS POLICY UPON UNDERTAKING THE DUTIES OF SUCH OFFICE. ANY POSSIBLE CONFLICT OF INTEREST SHALL BE DISCLOSED TO THE BOARD OF DIRECTORS BY THE PERSON CONCERNED. IF THE CONFLICT OF INTEREST IS CONCERNING A BOARD MEMBER, THAT BOARD MEMBER WILL ABSTAIN FROM VOTING ON THE MATTER AND ABSTAIN FROM DISCUSSION ABOUT THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 COVANTAGE CARES MAKES THE VARIOUS DOCUMENTS AVAILABLE UPON REQUEST. COVANTAGE CREDIT UNION 723 6TH AVENUE PO BOX 107 ANTIGO WI 544090107 390945701 CREDIT UNION WI 501(C)(14) N/A 0 1 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0