2025-10-06T15:42:36-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2024-01-01 943458406 LEAGUE OF SOUTHEASTERN CREDIT UNIONS LEAG 8662310545 3692 COOLIDGE COURT TALLAHASSEE FL 32311 STEVEN J SCHWARTZ CFO 8662310545 2025-10-06 1 0 ROBERT WILLIAMS P01345960 5712279500 2025-10-06 2024 2025-03-06 01:10:19Z STEVEN J SCHWARTZ 3692 COOLIDGE COURT TALLAHASSEE FL 32311 9046978 0 X WWW.LSCU.COOP X 2008 FL PROMOTE ADVANCEMENT AND SUCCESS OF CREDIT UNIONS THROUGH ADVOCACY, INFORMATION AND EDUCATION. 18 18 0 18 0 0 851594 379850 5468474 5535719 162413 230119 1143286 1288896 7625767 7434584 815325 0 0 0 0 0 0 0 0 6134414 7266898 6949739 7266898 676028 167686 47642080 51352531 2866290 2844559 44775790 48507972 TO CREATE AN ENVIRONMENT THAT ENABLES CREDIT UNIONS TO GROW AND SUCCEED. 0 0 THE LEAGUE PROVIDED VALUABLE SUPPORT THROUGH TECHNICAL ASSISTANCE, TRAINING, AND EDUCATION TAILORED TO 285 CREDIT UNIONS ACROSS ALABAMA, FLORIDA, AND GEORGIA. SERVED AS A TRUSTED ADVOCATE AT BOTH THE STATE AND FEDERAL LEVELS, ENSURING CREDIT UNION VOICES ARE HEARD AND THEIR INTERESTS PROTECTED. PROVIDED TIMELY COMMUNICATION ON KEY ISSUES AND ASSISTED CREDIT UNIONS WITH STRATEGIC PLANNING, REINFORCING ITS ROLE AS THE PREFERRED SOURCE OF INFORMATION AND SUPPORT. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 1 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X STEVEN SCHWARTZ 8505581110 3692 COOLIDGE COURT TALLAHASSEEE FL 32311 RICHARD SKAGGS CHAIR 1.00 1.00 X X 0 0 0 OLA ANISE CHAIR-ELECT 1.00 1.00 X X 0 0 0 ROY BIBB VICE CHAIR 1.00 1.00 X X 0 0 0 BOBBY MICHAEL TREASURER 1.00 1.00 X X 0 0 0 STEVE MOSELEY SECRETARY 1.00 1.00 X X 0 0 0 HANK HALTER IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 BRIAN AKIN TRUSTEE 1.00 1.00 X 0 0 0 HENRY ARMSTRONG TRUSTEE 1.00 1.00 X 0 0 0 STACIE BRANCH TRUSTEE 1.00 1.00 X 0 0 0 SHARON DOWNING TRUSTEE 1.00 1.00 X 0 0 0 BRAD GREEN TRUSTEE 1.00 1.00 X 0 0 0 KABIR LAIWALLA TRUSTEE 1.00 1.00 X 0 0 0 CHRIS LEGGETT TRUSTEE 1.00 1.00 X 0 0 0 DENELLE MILLER TRUSTEE 1.00 1.00 X 0 0 0 KEVIN MILLER TRUSTEE 1.00 1.00 X 0 0 0 JAN PAGE TRUSTEE 1.00 1.00 X 0 0 0 SUZANNE WEINSTEIN TRUSTEE 1.00 1.00 X 0 0 0 TINA WILLIAMS TRUSTEE 1.00 1.00 X 0 0 0 PATRICK LA PINE CEO (UNTIL 4/24) 1.00 40.00 X 0 4094362 43743 SAMANTHA BEELER PRESIDENT 1.00 40.00 X 0 422722 146468 STEVEN J SCHWARTZ CFO 1.00 40.00 X 0 193676 281755 SYDNEY SERAL CHIEF ADVOCACY OFFICER 1.00 40.00 X 0 176324 26696 0 4887084 498662 0 0 1 0 LSCU SERVICE CORPORATION INC 3692 COOLIDGE COURT TALLAHASSEE FL 32311 PAYROLL, HUMAN RESOURCES, ACCOUNTING, FA 3462198 1 25000 354850 379850 MEMBERSHIP DUES 522100 5524719 5524719 OTHER 900099 11000 11000 5535719 230119 230119 60231 -60231 -60231 516535 1552163 -1035628 -1035628 SCHOOLS AND CONFERENCES 611600 2384755 2384755 2384755 7434584 6884846 0 169888 3462198 510338 520891 512891 303120 138432 321320 250771 483418 224542 18 70835 PAC CONTRIBUTIONS 250419 ASSOCIATION DUES 128936 DUES & SUBSCRIPTIONS 49154 OTHER EXPENSES 38612 1003 7266898 5025555 5193823 267609 66228 344878 431102 5070 5070 4566 0 41999472 45661378 47642080 51352531 506036 579904 1591181 1195031 769073 1069624 2866290 2844559 X 44775790 48507972 44775790 48507972 47642080 51352531 X 167686 3564496 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 5070 5070 0 0 INVESTMENT IN ACS 45444262 RETIREMENT PLAN 96320 DUE FROM RELATED PARTY 120796 45661378 DUE TO RELATED PARTY 973304 RETIREMENT PLANS 96320 1069624 0 1 0 PATRICK LA PINE CEO (UNTIL 4/24) 0 229324 0 3826381 0 38657 0 34500 0 9243 0 4138105 0 2591911 SAMANTHA BEELER PRESIDENT 0 359037 0 51469 0 12216 0 135234 0 11234 0 569190 0 0 STEVEN J SCHWARTZ CFO 0 193021 0 0 0 655 0 262500 0 19255 0 475431 0 0 SYDNEY SERAL CHIEF ADVOCACY OFFICER 0 161855 0 13648 0 821 0 14237 0 12459 0 203020 0 0 PART I, LINE 4B PATRICK LA PINE HAD DEFERRED NONQUALIFIED RETIREMENT CONTRIBUTIONS OF $54,285 IN 2024. STEVEN J. SCHWARTZ HAD DEFERRED NONQUALIFIED RETIREMENT CONTRIBUTIONS OF $250,000 IN 2024. SAMANTHA BEELER HAD DEFERRED NONQUALIFIED RETIREMENT CONTRIBUTIONS OF $101,468 IN 2024. FORM 990, PART VI, SECTION A, LINE 1A STANDING AND SPECIAL COMMITTEES, APPOINTED BY THE CHAPTER PRESIDENT OR REQUESTED BY THE LEAGUE, MAY BE CREATED FROM TIME TO TIME TO FACILITATE THE OPERATION AND PROPER FUNCTION OF THE CHAPTER. THESE COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY AS PRESCRIBED BY THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 3 LSCU SERVICE CORPORATION, INC. PROVIDES ALL MANAGEMENT DUTIES. THEIR SERVICES INCLUDE PAYROLL, HUMAN RESOURCES, ACCOUNTING, FACILITIES, AND INFORMATION TECHNOLOGY FOR THE LEAGUE AND AFFILIATES. ALL OFFICERS, TRUSTEE, AND KEY EMPLOYEES ARE PAID BY LSCU SERVICE CORPORATION, INC. AND THEIR COMPENSATION IS REPORTED ON PART VII, SECTION A. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS MADE UP OF CREDIT UNIONS THROUGHOUT THE STATES OF ALABAMA, FLORIDA, AND GEORGIA. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHO ELECT THE GOVERNING BODY. ELECTIONS ARE HELD ANNUALLY BUT NOT ALL DIRECTORS' POSITIONS ARE UP FOR ELECTION. THE GOVERNING BODY HAS STAGGERED TERMS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS MUST APPROVE THE ANNUAL BUDGET. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS REVIEWED BY EXECUTIVE MANAGEMENT AND PRESENTED TO THE AUDIT & INVESTMENT COMMITTEE OF THE BOARD OF DIRECTORS. THE DRAFT 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C NO DIRECTOR, COMMITTEE MEMBER, OFFICER, AGENT OR EMPLOYEE OF THE CORPORATION IN ANY MANNER, DIRECTLY OR INDIRECTLY PARTICIPATE IN THE DELIBERATION UPON THE DETERMINATION OF ANY QUESTION AFFECTING HIS PECUNIARY INTEREST OR THE PECUNIARY INTEREST OF ANY CORPORATION, PARTNERSHIP, OR ASSOCIATION IN WHICH HE IS DIRECTLY OR INDIRECTLY INTERESTED. IN THE EVENT OF THE DISQUALIFICATION OF ANY DIRECTOR RESPECTING ANY MANNER PRESENTED TO THE BOARD OF DIRECTORS FOR DELIBERATION OR DETERMINATION, SUCH DIRECTOR SHALL WITHDRAW FROM SUCH DELIBERATION OR DETERMINATION; AND IN SUCH EVENT THE REMAINING QUALIFIED DIRECTORS PRESENT AT THE MEETING, IF CONSTITUTING A QUORUM WITH THE DISQUALIFIED DIRECTORS, MAY EXERCISE WITH RESPECT TO THIS MATTER, BY MAJORITY VOTE, ALL THE POWERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 LSCU SERVICE CORPORATION, A RELATED ORGANIZATION, PAYS ALL SALARY AND BENEFITS. AN OUTSIDE CONSULTANT IS HIRED BY THE BOARD TO PRODUCE A COMPREHENSIVE COMPENSATION REVIEW AND MAKES RECOMMENDATIONS TO THE COMPENSATION COMMITTEE. ONCE REVIEWED BY THE COMPENSATION COMMITTEE, ANY RECOMMENDED CHANGES TO THE CEO COMPENSATION ARE BROUGHT TO THE BOARD FOR APPROVAL. ALL OTHER OFFICERS' COMPENSATION IS REVIEWED BY LABOR IQ TO COMPARE SALARIES OF LIKE JOBS IN THE ASSOCIATION INDUSTRY AT OUR REVENUE SIZE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INVESTMENT IN SUBSIDIARY 3,564,496. 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