2026-07-20T07:09:54-05:00 2025-12-31 060530830 SEWARD AND MONDE CPA'S 296 STATE STREET NORTH HAVEN CT 064732165 990 2025-01-01 061029942 CREDIT UNIONS BUILDING FINANCIAL INDEPENDENCE INC CRED 2032655657 55 CAPITAL BLVD 103 ROCKY HILL CT 06067 SABRINA DEFAZIO BOARD CHAIR 2032655657 2026-07-14 1 GAYLE A CARBONE P01010777 2032489341 2025 2025-03-06 01:10:19Z SABRINA DEFAZIO 55 CAPITAL BLVD 103 ROCKY HILL CT 06067 185535 0 X CULCT.COOP/CREDIT-UNIONS-BUILDING-FIN X 1980 CT TO HELP CT RESIDENTS ACHIEVE FINANCIAL STABILITY AND SECURITY THROUGH PROGRAM INITIATIVES. 13 13 0 20 0 0 35541 36004 13533 13321 7444 19700 69637 61181 126155 130206 19288 11681 0 0 0 0 0 0 0 50106 82634 69394 94315 56761 35891 735994 722043 165262 84540 570732 637503 X AS THE CHARITABLE ARM OF THE CREDIT UNION LEAGUE OF CONNECTICUT, CUBFI SERVES CONNECTICUT RESIDENTS AND COMMUNITIES IN ORDER TO HELP THEM BUILD AND MAINTAIN INDEPENDENCE THROUGH ASSISTANCE INITIATIVES, FINANCIAL EDUCATION, PROFESSIONAL DEVELOPMENT PROGRAMS, AND HELPING CREDIT UNIONS TO DO THE SAME. 0 0 94315 11681 13321 COLLABORATIVE EFFORT BY CREDIT UNIONS, CUBFI, AND CULCT TO PROVIDE HANDS-ON EXPERIENCE TO STUDENTS TO LEARN HOW TO LIVE WITHIN THEIR FINANCIAL MEANS SUCCESSFULLY. TO PROVIDE FUNDRAISING OPPORTUNITIES TO CREDIT UNION MEMBERS IN ORDER TO PROVIDE GRANTS TO STATE NOT-FOR-PROFIT ORGANIZATIONS. COLLABORATIVE EFFORT BY CREDIT UNIONS AND THE CUBFI ORGANIZATIONS TO RAISE ADDITIONAL MONETARY DONATIONS TO SUPPORT NON-PROFIT ORGANZIATIONS (E.G. THE CT FOOD BANK, FOODSHARE, AND OPERATION FUEL, INC.) 94315 1 1 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X LAURA HAPKE CONTROLLER PLEXCITY 8004698656 2100 E ROUTE 66 SUITE 101 GLENDORA CA 91740 SABRINA DEFAZIO CHAIRMAN 1.00 X X 0 0 0 HENRY BAUM VICE CHAIRMAN 1.00 X X 0 0 0 ANNETTE JANOVIC SECRETARY/TREASURER 1.00 X X 0 0 0 CHRIS MAYNARD DIRECTOR 1.00 X 0 0 0 KATHY CHARTIER DIRECTOR 1.00 X 0 0 0 STEVEN HERNANDEZ DIRECTOR 1.00 X 0 0 0 ANDREW KLIMKOSKI DIRECTOR 1.00 X 0 0 0 MEG MARTELLOTTA DIRECTOR 1.00 X 0 0 0 ANN-MARIE KATZER DIRECTOR 1.00 X 0 0 0 MATT BALDINI DIRECTOR 1.00 X 0 0 0 VINCENT CIAMBRIELLO DIRECTOR 1.00 X 0 0 0 MICHAEL KLEINSCHMITT DIRECTOR 1.00 X 0 0 0 ANN MICHELS DIRECTOR 1.00 X 0 0 0 SIMEON CHAPIN DIRECTOR 1.00 X 0 0 0 LYNDSEY O'BRIEN DIRECTOR 1.00 X 0 0 0 BRUCE ADAMS PRESIDENT 2.00 36.00 X 0 191529 30974 DAVID HINCHY EXECUTIVE DIRECTOR 20.00 18.00 X 0 117097 16365 0 308626 47339 0 0 1 0 0 36004 36004 FICEP SCHOLARSHIP INCO 561499 7500 7500 EDUCATION PROGRAM 561499 3821 3821 REALITY FAIR SPONSORSH 561499 2000 2000 13321 19700 19700 74673 42439 32234 32234 41837 12890 28947 28947 130206 13321 0 80881 1200 1200 10481 10481 31929 31929 100 100 2022 2022 1295 1295 7480 7480 5596 5596 FICEP EXPENSE 16648 16648 REALITY FAIR EXPENSE 15363 15363 MISCELLANEOUS 1626 1626 CU EDUCATION PROGRAM EX 302 302 273 273 94315 94315 0 0 201827 145809 38348 43483 17997 10597 477822 522154 735994 722043 133883 79540 5039 5000 26340 0 165262 84540 X 418068 484839 152664 152664 570732 637503 735994 722043 35891 30880 0 X 0 0 0 X 75590 55910 29842 35541 36004 232887 115943 175601 125644 139172 129831 686191 191533 231511 155486 174713 165835 919078 0 0 0 919078 17123 1532 5320 7444 19700 51119 17123 1532 5320 7444 19700 51119 193 193 208849 233043 160806 182157 185535 970390 0.94710 0.96050 0.05270 0.03900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 MUTUAL FUNDS 441932 F MONEY MARKETS AND CDS 80222 F 522154 GOLF TOURNAMENT 74673 74673 1155 32560 8724 74673 74673 1155 32560 8724 42439 32234 41837 10850 2040 1 1.00000 41837 10850 2040 12890 28947 CT 1 0 1 0 1.00000 DAVID HINCHEY 55 CAPITAL BLVD SUITE 103 ROCKY HILL CT 06067 0 DAVID HINCHEY 0 CONTROLS ALL ASPECTS OF RAFFLE SALES, ACCOUNTING, REPORTING AND PAYOUTS. X 0 1 DEVELOPMENT EDUCATOR (DE) TRAINING SCHOLARSHIPS 2 10481 PART I, LINE 2: CONTRIBUTIONS MADE TO RECOGNIZED LOCAL 501(C)(3) ORGANIZATIONS PROVIDING SERVICES TO QUALIFIED RECIPIENTS. NO MONITORING OF THE CONTRIBUTIONS IS DEEMED NECESSARY. 0 0 0 0 0 0 0 0 0 BRUCE ADAMS PRESIDENT 0 112428 0 54750 0 24351 0 7481 0 23493 0 222503 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE PRESIDENT AND EXECUTIVE DIRECTOR OF THE ORGANIZATION PRIOR TO FILING. THE ENTIRE BOARD OF DIRECTORS WILL BE PROVIDED A FINAL COPY OF THE RETURN AT THE BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS. THE CREDIT UNION LEAGUE OF CONNECTICUT INC 55 CAPITAL BLVD SUITE 103 ROCKY HILL CT 06067 060606505 PROVIDES PROGRAMS AND SERVICES TO MEMBER CREDIT UNIONS CT 501(C)(6) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0