2024-07-31T06:47:01-05:00 2023-12-31 570381582 ELLIOTT DAVIS LLCPLLC 500 EAST MOREHEAD STREET SUITE 700 CHARLOTTE NC 28202 990 2023-01-01 844213550 PARK COMMUNITY CREDIT UNION FOUNDATION PARK 5028151192 2515 BLANKENBAKER PKWY LOUISVILLE KY 40299 JANA ERNY CHAIR 5028151192 2024-07-29 1 1 JANICE A RATICA P00358837 7043338881 2024-07-29 2023 2024-08-08 14:25:15Z JANA ERNY 2515 BLANKENBAKER PKWY LOUISVILLE KY 40299 1737420 0 X N/A X 2019 KY THE PARK COMMUNITY CREDIT UNION FOUNDATION STRIVES TO BUILD A MORE VIBRANT COMMUNITY WHERE EVERYONE HAS EQUITABLE ACCESS TO LEARN, GROW, AND THRIVE. 6 6 0 32 0 0 848446 1708186 0 0 0 0 0 29234 848446 1737420 286384 1411534 0 0 0 0 0 0 0 498518 78140 784902 1489674 63544 247746 318632 251536 118916 24563 199716 226973 X THE FOUNDATION PROVIDES SUPPORT IN THE FOLLOWING THREE IMPACT AREAS: (1) EDUCATION: SCHOLARSHIPS TO SUPPORT FUTURE LEADERS AND A MORE SKILLED WORKFORCE; (2) FINANCIAL WELLBEING: FINANCIAL EDUCATION AND RESOURCES TO PROVIDE INDIVIDUAL AND FAMILY STABILITY AND SUSTAINABILITY; AND (3) THRIVING COMMUNITIES: COMMUNITY PROJECTS THAT CONTRIBUTE TO A HIGHER QUALITY OF LIFE FOR OUR MEMBERS AND NEIGHBORS, AND A MORE COMPETITIVE REGION ECONOMICALLY. 0 0 1457508 1394994 THE PATHWAYS TO PROSPERITY PROGRAM IS A COMPETITIVE GRANT PROGRAM FOR PROJECTS FROM PUBLIC CHARITIES IN THE AREAS OF FINANCIAL WELL-BEING, EDUCATION AND THRIVING COMMUNITIES. IN 2023, FOUR ORGANIZATIONS RECEIVED FUNDING. 7000 7000 THE COMMUNITY SERVICE FUND PROVIDES GRANTS TO CHARITABLE ORGANIZATIONS WHERE PARK COMMUNITY CREDIT UNION EMPLOYEES HAVE VOLUNTEERED. IN 2023, 19 ORGANIZATIONS RECEIVED COMMUNITY SERVICE FUND GRANTS. 9540 9540 THE EMPLOYEE ASSISTANCE FUND IS AN EMERGENCY FUND ADMINISTERED TO HELP PARK COMMUNITY CREDIT UNION EMPLOYEES DURING A TIME OF HARDSHIP. IN 2023, 20 EMPLOYEES RECEIVED ASSISTANCE. NORTH EAST CHRISTIAN CHURCH FUND, ROTARY OF WEST LOUISVILLE INITIATIVE, WILLIAM CHRISTIAN LEWIS SHADBURNE MEMORIAL SCHOLARSHIP 1474048 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 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 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 KY X SHANNON KISSELBAUGH 5028157391 2515 BLANKENBAKER PKWY LOUISVILLE KY 40299 JAMES E SPRADLIN BOARD MEMBER (TERM ENDED 11/30/23) 1.00 X 0 0 0 DAVID SHADBURNE BOARD MEMBER (TERM ENDED 2/14/23) 1.00 X 0 0 0 TERRA LEAVELL BOARD MEMBER 1.00 X 0 0 0 DWIGHT HAYGOOD JR BOARD MEMBER 1.00 X 0 0 0 DAVID CONSTANTINO BOARD MEMBER (TERM ENDED 12/29/23) 1.00 X 0 0 0 SHARON WILLIAMS BOARD MEMBER 1.00 X 0 0 0 LISA BANNON SECRETARY/TREASURER 1.00 X X 0 0 0 JANA ERNY CHAIR (STARTED 12/12/23) 1.00 X X 0 0 0 SHANNON KISSELBAUGH EXECUTIVE DIRECTOR (STARTED 1/19/23) 25.00 X 119904 0 0 119904 0 0 1 0 0 0 0 1708186 1708186 OTHER REVENUE 900099 29234 29234 29234 1737420 29234 0 0 1375000 1375000 36534 36534 20707 16566 4141 684 547 137 2571 2057 514 26 21 5 2559 2047 512 28580 22864 5716 EMPLOYEE ASSISTANCE FUN 9540 7632 1908 STAFF DEVELOPMENT 6200 4960 1240 BUSINESS DEVELOPMENT 3105 2484 621 SCHOLARSHIP EXPENSE 2000 1600 400 2168 1736 432 1489674 1474048 15626 0 318632 133551 101780 0 16205 318632 251536 0 4938 118916 19625 118916 24563 X 0 0 0 0 199716 226973 199716 226973 318632 251536 247746 -220489 0 X 0 0 0 X 943005 848446 1708186 3499637 943005 848446 1708186 3499637 3499637 29234 29234 3528871 0.99170 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 CUSTODIAL FUNDS 19625 19625 1 JUNIOR ACHIEVEMENT 1401 W MUHAMMAD ALI BLVD LOUISVILLE KY 40203 610476694 501(C)3 5769 0 FINANCIAL LITERACY EDUCATION PROJECT FOR HIGH SCHOOL STUDENTS ONE PLUS ONE EQUALS U PO BOX 22561 LOUISVILLE KY 40252 260391261 501(C)3 25000 0 PROVIDING STUDENT ATHLETES WITH COLLEGE AND CAREER READINESS VETERANS CLUB INC 4218 SHELBYVILLE RD LOUISVILLE KY 40207 833873211 501(C)3 25000 0 PROVIDING AUTOMOTIVE REPAIR SKILLS AND EQUIPMENT FOR VETERANS AND FIRST RESPONDERS HOME OF THE INNOCENTS 1100 EAST MARKET STREET LOUISVILLE KY 40206 611044583 501(C)3 19231 0 FINANCIAL LITERACY CLASS MATERIALS TO YOUNG ADULTS AND THEIR CHILDREN EXPERIENCING HOMELESSNESS PARK COMMUNITY CREDIT UNION 2515 BLAKENBAKER PKWY LOUISVILLE KY 40299 501(C)14 1300000 0 ROTARY CLUB OF LOUISVILLE WEST LOUISVILLE HOUSING FUND 4 1 MORTGAGE DOWN PAYMENT & CLOSING COSTS ASSISTANCE 3 36534 PART I, LINE 2: AFTER GRANTEES ARE APPROVED BY THE BOARD OF DIRECTORS, ORGANIZATIONS RECEIVE A NOTIFICATION LETTER AND GRANT AGREEMENT WHICH INCLUDES THE LEGAL NAME OF THE GRANTEE, GRANT AMOUNT, DATE AWARDED, GRANT PURPOSE AND PAYMENT SCHEDULE, IN ADDITION TO TERMS AND CONDITIONS. THE GRANTEE MUST CONFIRM ACCEPTANCE OF THE GRANT TERMS AND CONDITIONS BY SIGNING THE GRANT AGREEMENT. GRANTEES ARE REQUIRED TO PROVIDE A WRITTEN REPORT AND PRESENTATION OF HOW GRANT FUNDS WERE USED AT A REGULARLY SCHEDULED MEETING OF THE BOARD OF DIRECTORS. THE FOUNDATION PAYS THE TITLE COMPANY DIRECTLY. A CONFIRMATION LETTER IS SENT TO THE INDIVIDUAL INFORMING THEM THAT PARK COMMUNITY CREDIT UNION FOUNDATION IS ADMINISTERING DOWN PAYMENT/CLOSING COSTS ASSISTANCE THROUGH A DONATION FROM NORTHEAST CHRISTIAN CHURCH, THAT REPAYMENT OF THE ASSISTANCE IS NOT REQUIRED, AND THAT THE FUNDS WILL BE DISTRIBUTED IN THE FORM OF A CHECK OR WIRE TRANSFER TO THE TITLE COMPANY AT CLOSING IN THE NAME OF THE CLIENT. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE THAT HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST PROMPTLY DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS RELATED THERETO TO THE BOARD CHAIR AND/OR TO ANY OTHER PERSON OR COMMITTEE APPOINTED BY THE BOARD CHAIR OR THE BOARD OF DIRECTORS TO REVIEW POTENTIAL CONFLICTS OF INTEREST. IF THE MATTER IS BROUGHT BEFORE THE BOARD OF DIRECTORS OR ANY COMMITTEE, SUCH PERSON SHALL ALSO MAKE SUCH DISCLOSURE TO THE FULL BOARD OF DIRECTORS OR THE FULL COMMITTEE. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE FOUNDATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, THE FOUNDATION SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS GOVERNING DOUCMENTS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOUCMENTS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINES 13 AND 14 A WRITTEN WHISTLEBLOWER POLICY AND A DOCUMENT RETENTION AND DESTRUCTION POLICY WILL BE IMPLEMENTED BY THE END OF THE CURRENT YEAR. NBV INC 2515 BLANKENBAKER PKWY LOUSIVILLE KY 40299 853424241 INVESTMENT ACTIVITIES KY PARK COMMUNITY CREDIT UNION FOUNDATION C 28749 351165 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 NBV INC C 46761 FMV NBV INC L 2200 FMV