2025-11-17T08:30:35-06:00 2024-12-31 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2024-01-01 262834337 THE ASSOCIATED CREDIT UNION FOUNDATION INC ASSO 7704488200 6251 CROOKED CREEK ROAD NORCROSS GA 30092 TIMOTHY BRIDGES CFO 7704488200 2025-11-14 1 1 MARY JO ALEXANDER P00002534 7709558600 2025-11-14 2024 2025-03-06 01:10:19Z TIMOTHY BRIDGES 6251 CROOKED CREEK ROAD NORCROSS GA 30092 350258 0 X N/A X 2008 GA PROMOTE LOCAL AND COMMUNITY DEVELOPMENT. 14 13 0 14 0 0 193399 294986 0 0 0 0 -2738 5199 190661 300185 184951 233965 0 0 0 0 0 0 3974 12258 9495 197209 243460 -6548 56725 105390 162115 0 0 105390 162115 PROMOTE LOCAL AND COMMUNITY DEVELOPMENT. 0 0 234939 233965 TO PROVIDE FUNDING TO LOCAL NONPROFITS FOR OPERATIONAL PURPOSES. 234939 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 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 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X BETH R TYNAN 7704488200 6251 CROOKED CREEK RD NORCROSS GA 30092 C LIN HODGES CPA PRESIDENT, CEO, DIRECTOR 1.00 40.00 X X 0 1022059 51881 EXCEPTIONAL HARDEN CHAIRMAN 1.00 1.00 X X 0 18000 0 NANCY J GARNER VICE CHAIR 1.00 1.00 X X 0 18000 0 JENNIFER H CHAPIN SECRETARY 1.00 1.00 X X 0 18000 0 TIM F KERCHEVAL DIRECTOR 1.00 1.00 X 0 18000 0 GEORGE M CLARKE DIRECTOR 1.00 1.00 X 0 18000 0 CHARLES GEHRMANN DIRECTOR 1.00 1.00 X 0 18000 0 MARGARET L PITTMAN DIRECTOR 1.00 1.00 X 0 15000 0 KEITH GETTMANN DIRECTOR 1.00 1.00 X 0 18000 0 DOYLE SPEARS DIRECTOR 1.00 1.00 X 0 18000 0 ALLEN BRYAN DIRECTOR 1.00 1.00 X 0 16500 0 JOHN A PETROS DIRECTOR 1.00 1.00 X 0 18000 0 KEITH TEAMER DIRECTOR 1.00 1.00 X 0 18000 0 ALEX BARDI DIRECTOR 1.00 1.00 X 0 18000 0 TIMOTHY G BRIDGES CPA CFO 1.00 40.00 X 0 566615 71081 0 1818174 122962 0 0 1 0 0 68437 63475 163074 294986 17109 68437 31348 -14239 -14239 1050 0 1050 1050 33816 18725 15091 15091 REFUND/REIMBURSEMENT 900099 3297 3297 3297 300185 0 0 5199 219965 219965 14000 14000 2025 2025 6496 2522 3974 608 608 366 366 243460 234939 4547 3974 105390 162115 105390 162115 0 0 X 105390 162115 105390 162115 105390 162115 56725 0 X 0 0 0 X 84903 109419 189733 193399 294986 872440 84903 109419 189733 193399 294986 872440 341669 530771 844 793 1447 9373 15091 27548 6251 10590 3297 20138 920126 0.57680 0.49290 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 6,251. 2021 AMOUNT: $ 10,590. 2024 AMOUNT: $ 3,297. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED DUCK HUNT 81005 64804 16201 30766 1 4541 3633 908 582 85546 68437 17109 31348 31348 -14239 1 WILDERNESS WORKS 648 MEMORIAL DR SE ATLANTA GA 30312 501(C)(3) 20038 0 FUNDING FOR PROGRAM MISSION THE QUINN HOUSE 555 HURRICANE SHOALS RD NW LAWRENCEVILLE GA 30046 501(C)(3) 20000 0 GENERAL SUPPORT JUNIOR ACHEIVEMENT OF GA 460 ABERNATHY ROAD NE ATLANTA GA 30328 501(C)(3) 17500 0 FUNDING FOR PROGRAM MISSION NEIGHBORHOOD COOPERATIVE MINISTRIES 500 PINNACLE CT NORCROSS GA 30071 501(C)(3) 15000 0 FUNDING FOR PROGRAM MISSION CHILDREN'S HEALTHCARE OF ATLANTA 1575 NORTHEAST EXPRESSWAY NE ATLANTA GA 30329 501(C)(3) 13500 0 FUNDING FOR PROGRAM MISSION CHILD ENRICHMENT INC 2300 WALDEN DRIVE AUGUSTA GA 30914 501(C)(3) 10000 0 FUNDING FOR PROGRAM MISSION NEIGHBORHOOD MEALS ON WHEELS PO BOX 921512 NORCROSS GA 30010 501(C)(3) 7000 0 FUNDING FOR PROGRAM MISSION 7 0 RON FORD SCHOLARSHIPS 6 14000 0 1 0 0 0 0 0 0 0 C LIN HODGES CPA PRESIDENT, CEO, DIRECTOR 0 712540 0 198000 0 111519 0 27600 0 24281 0 1073940 0 0 TIMOTHY G BRIDGES CPA CFO 0 395000 0 98750 0 72865 0 46800 0 24281 0 637696 0 0 PART I, LINE 4B THE ASSOCIATED CREDIT UNION PROVIDES CERTAIN INDIVIDUALS WITH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (PLAN). THE PLAN IS BEING FUNDED VIA LIFE INSURANCE POLICIES AND SPLIT DOLLAR LOAN AGREEMENTS HAVE BEEN ENTERED INTO WITH THE PARTICIPANTS OF THE EXECUTIVES COVERED UNDER THE PLAN. AS PART OF THE SPLIT DOLLAR LOAN AGREEMENTS, THE EXECUTIVES HAVE ASSIGNED THE POLICIES TO THE CREDIT UNION AS COLLATERAL. THIS ASSIGNMENT SECURES REPAYMENT OF ANY ADVANCES AND ACCRUED INTEREST FOR THE POLICY PREMIUMS AND ANY OTHER ADVANCES UNDER ANY AGREEMENT. THE LOANS HAVE A FIXED INTEREST RATE, WITH INTEREST ACCRUED MONTHLY AND CAPITALIZED AS PART OF THE TOTAL LOAN BALANCE ANNUALLY. TOTAL SPLIT DOLLAR LOANS AND ACCRUED INTEREST APPROXIMATED $11,192,003 AND $10,733,000 AS OF DECEMBER 31, 2024 AND 2023, RESPECTIVELY. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THIS PLAN: C. LIN HODGES TIMOTHY G. BRIDGES FORM 990, PART VI, SECTION B, LINE 11B THE BOARD WILL RECEIVE A PDF OF FORM 990. THIS WILL GIVE THEM TIME TO REVIEW AND COMMENT ON THE RETURN. RECOMMENDED CHANGES WILL BE INCORPORATED INTO THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS DIRECTORS ARE REQUIRED TO SIGN AN OATH AND FILL OUT AN APPLICATION FOR THE GEORGIA DEPARTMENT OF BANKING DECLARING NO CONFLICT OF INTEREST WITH ASSOCIATED CREDIT UNION. ALSO, THROUGH EXTERNAL THIRD PARTY AUDITS AND EXAMINATIONS BY THE DEPARTMENT OF BANKING AND FINANCE OF GEORGIA AND THE NATIONAL CREDIT UNION ADMINISTRATION. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIRMAN OF THE BOARD OR THE PERSONNEL CHAIRMAN APPROVE THE PRESIDENT/CEO COMPENSATION AND BENEFITS. THE CEO APPROVES TOP MANAGEMENT COMPENSATION. DATA IS USED FROM CUES EXECUTIVE REVIEW AND CUNA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ASSOCIATED CREDIT UNION 6251 CROOKED CREEK ROAD NORCROSS GA 300923107 580240950 CREDIT UNION GA 501(C)(14) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ASSOCIATED CREDIT UNION C 63475 CASH