2025-11-14T12:03:57-06:00 2024-12-31 141555429 UHY ADVISORS NORTHEAST INC 4 TOWER PLACE EXECUTIVE PARK 7TH FLOOR ALBANY NY 12203 990 2024-01-01 161527073 NEW YORK CREDIT UNION FOUNDATION NEWY 8003429835 PO BOX 15118 ALBANY NY 12212 WILLIAM J MELLIN PRESIDENT / CEO 8003429835 2025-11-14 1 1 JAMES DANIELS P00603621 5184493166 2025-11-14 2024 2025-03-06 01:10:19Z WILLIAM J MELLIN PO BOX 15118 ALBANY NY 12212 899344 0 X WWW.NYCUF.ORG X 1959 NY FOSTERING THE FINANCIAL INDEPENDENCE OF NEW YORKERS THROUGH CREDIT UNIONS. 16 15 0 15 0 0 218309 237435 0 0 -77624 49153 30437 35188 171122 321776 159699 168080 0 0 0 0 0 0 6903 90670 88171 250369 256251 -79247 65525 1172585 1238380 98159 16249 1074426 1222131 THE MISSION IS TO SERVE CREDIT UNIONS, SCHOOLS AND COMMUNITY ORGANIZATIONS THAT IMPROVE THE FINANCIAL LITERACY AND INDEPENDENCE OF NEW YORKERS. 0 0 238146 168080 0 GRANTMAKING PROGRAMS INCLUDE PROFESSIONAL DEVELOPMENT GRANTS, FINANCIAL FITNESS GRANTS, AND SMART MONEY GRANTS. PROFESSIONAL DEVELOPMENT GRANTS PROVIDE FUNDS FOR THE EDUCATION AND TRAINING OF CREDIT UNION EMPLOYEES AND VOLUNTEERS. FINANCIAL FITNESS GRANTS HELP FUND GENERAL OPERATING NEEDS OF CREDIT UNIONS THAT WILL ULTIMATELY HELP IMPROVE MEMBER SERVICE. SMART MONEY GRANTS HELP FUND PROGRAMS AND SERVICES THAT PROMOTE FINANCIAL LITERACY AND INDEPENDENCE. 238146 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X EDWARD KOVALEFSKY 8003429835 4 TOWER PL ALBANY NY 12203 WILLIAM MELLIN PRESIDENT / CEO 1.00 34.00 X X 0 608742 4771 EDWARD KOVALEFSKY CHIEF FINANCIAL OFFICER 1.00 34.00 X 0 222200 779 CHRISTOPHER PAJAK COO - ASSOCIATION SERVICES 1.00 34.00 X 0 199454 8846 SHELBY BASKIN TRUSTEE 1.00 0.00 X 0 0 0 CRAIG BOOTH TRUSTEE 1.00 0.00 X 0 0 0 AMY CALABRESE TRUSTEE 1.00 0.00 X 0 0 0 TWANDA CHRISTENSEN TRUSTEE 1.00 0.00 X 0 0 0 ERIC HEPKINS TRUSTEE 1.00 4.00 X 0 0 0 JAMES LANGER TRUSTEE 1.00 0.00 X 0 0 0 KEVIN MIETLICKI TRUSTEE 1.00 4.00 X 0 0 0 KATHRYA PIERRE TRUSTEE 1.00 0.00 X 0 0 0 CHRISTINA SAUVE TRUSTEE 1.00 0.00 X 0 0 0 DOMENIC VERO TRUSTEE 1.00 0.00 X 0 0 0 LAURAN WILSON TRUSTEE 1.00 0.00 X 0 0 0 RICHARD YEAGER TRUSTEE 1.00 0.00 X 0 0 0 TIMOTHY BRUCULERE CHAIR 1.00 0.00 X X 0 0 0 KUSEY KIRK VICE-CHAIR 1.00 0.00 X X 0 0 0 CAROL ALLEN SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 0 1030396 14396 0 0 1 0 0 237435 237435 50031 50031 551508 552386 -878 -878 -878 60370 25182 35188 35188 321776 0 0 84341 168080 168080 39500 29005 6506 3989 15000 11015 2470 1515 YOUNG PROFESSIONALS DEV 12085 12085 GOVERNANCE 10000 7343 1647 1010 CONTRIBUTIONS 6000 6000 OTHER EXPENSES 3586 2618 579 389 2000 2000 256251 238146 11202 6903 142008 91034 557597 661012 14733 18337 2404 2378 455843 465619 1172585 1238380 14784 16249 83375 98159 16249 X 478468 1186406 595958 35725 1074426 1222131 1172585 1238380 X 65525 -1194 83374 X 0 1 X 1 0 X 149083 170045 55152 233622 237435 845337 149083 170045 55152 233622 237435 845337 845337 16292 3386 2470 9007 50031 81186 35188 35188 961711 0.87900 0.93270 X 0 320582 -1194 -1194 321776 0 321776 256251 0 256251 0 256251 GOLD TOURNAMENT 32300 32300 11280 VPC TRIVIA NIGHT 14950 14950 10439 1 13120 13120 3463 60370 60370 25182 25182 35188 1 ROME FEDERAL CREDIT UNION 937 SENECA ST ROME NY 13440 150532348 501(C)(1) 5833 0 PROFESSIONAL DEVELOPMENT & EQUIPMENT / TECHNOLOGY GRANTS GREECE COMMUNITY FCU 1795 ENGLISH RD ROCHESTER NY 14616 161181587 501(C)(1) 5281 0 PROFESSIONAL DEVELOPMENT & EQUIPMENT / TECHNOLOGY GRANTS LOCAL 41 IBEW FCU 3564 CALIFORNIA RD ORCHARD PARK NY 14127 161071676 501(C)(1) 7045 0 PROFESSIONAL DEVELOPMENT & EQUIPMENT / TECHNOLOGY GRANTS SARATOGA'S COMMUNITY FCU 189 BALLSTON AVE SARATOGA SPRINGS NY 12866 141470614 501(C)(1) 7500 0 PROFESSIONAL DEVELOPMENT & EQUIPMENT / TECHNOLOGY GRANTS PART I, LINE 2: PROFESSIONAL DEVELOPMENT GRANTS ARE PAID UPON COMPLETION OF REGISTERED TRAINING SESSION HELD BY NEW YORK CREDIT UNION ASSOCIATION. IMPACT GRANTS FOR TECHNOLOGY AND EQUIPMENT ARE PAID UPON EVIDENCE THAT THE COSTS HAVE BEEN INCURRED BY THE CREDIT UNION FOR THE INTENDED PURPOSE. 0 0 0 0 0 0 0 0 0 WILLIAM MELLIN PRESIDENT / CEO 0 413479 0 117140 0 78123 0 0 0 4771 0 613513 0 0 EDWARD KOVALEFSKY CHIEF FINANCIAL OFFICER 0 195700 0 26500 0 0 0 0 0 779 0 222979 0 0 CHRISTOPHER PAJAK COO - ASSOCIATION SERVICES 0 175954 0 23500 0 0 0 7978 0 868 0 208300 0 0 SCHEDULE J, PART I, LINE 3 - COMPENSATION IN ESTABLISHING THE COMPENSATION OF THE PRESIDENT / CEO, IN A RELATED ORGANIZATION, THE FOLLOWING ARE USED: WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCEDURE: WITH THE ASSISTANCE OF THE ORGANIZATION'S CHIEF FINANCIAL OFFICER, THE FORM 990, INCLUDING ALL RELATED SCHEDULES, IS PREPARED BY THE OUTSIDE FIRM OF UHY ADVISORS. IN CONJUNCTION WITH THE PREPARATION, THE FOUNDATION'S DIRECTOR IS ACTIVELY ENGAGED IN PREPARING RESPONSES WHERE WARRANTED, AS WELL AS REVIEWING THE OVERALL FORM 990 AND RELATED SCHEDULES. THE FINAL DRAFT OF THE FORM 990 AND ALL THE RELATED SCHEDULES IS REVIEWED BY THE ORGANIZATION'S AUDIT COMMITTEE. FINALLY, THE FORM 990 AND RELATED SCHEDULES ARE MADE AVAILABLE TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW AND QUESTIONS. IN ACCORDANCE WITH SECTION 6104, THE FORM 990 AND REQUIRED SCHEDULES ARE AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY PROCEDURES: ANNUALLY, THE ORGANIZATION'S TRUSTEES ARE EACH REQUIRED TO COMPLETE AND SUBMIT THE "CONFLICT OF INTEREST DISCLOSURE STATEMENT." THESE STATEMENTS ARE REVIEWED BY BOTH THE DIRECTOR AND THE GENERAL COUNSEL FOR ANY CONFLICTS. IN THE EVENT OF A CONFLICT, APPROPIRATE ACTION IS TAKEN. ALL STATEMENTS ARE KEPT ON FILE. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY TO PUBLIC OF ORGANIZATION DOCUMENTS: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET ADJUSTMENT FOR RESTATEMENT OF BEGINNING NET ASSETS 83,374. NEW YORK CREDIT UNION ASSOCIATION INC PO BOX 15118 ALBANY NY 122125118 135582889 TRADE ASSOCIATION NY 501(C)(6) 0 CONSOLIDATED LEAGUE SERVICES INC PO BOX 15118 ALBANY NY 12212 141749646 MANAGEMENT COMPANY NY N/A C 0 CUC SERVICES INC PO BOX 15118 ALBANY NY 12212 132516417 SERVICE PROVIDER NY N/A C 0 OWNERSCHOICE FUNDING INC PO BOX 15118 ALBANY NY 12212 141691162 SERVICE PROVIDER NY N/A C 0 CUC MANAGEMENT INC PO BOX 15118 ALBANY NY 12212 141746457 PAYROLL NY N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 NEW YORK CREDIT UNION ASSOCIATION INC P 39500 FMV