Nonprofit · EIN 52-1749045
THE CREDIT UNION FOUNDATION OF MD AND DC INC
Tax-exempt · COLUMBIA, MD 21046
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $205,835 | $299,786 | -$93,951 | $4,152,261 | $52,054 | $4,100,207 |
| May 31, 2024 | 990 | $318,419 | $263,173 | $55,246 | $3,851,308 | $24,669 | $3,826,639 |
| May 31, 2023 | 990 | $144,279 | $257,421 | -$113,142 | $3,391,376 | $5,422 | $3,385,954 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $156,995
- Program service revenue
- $0
- Investment income
- $30,155
- Net gain from sales of assets
- -$53,038
- Net income from fundraising events
- $18,685
- Other revenue
- $18,685
Expenses
- Grants and similar amounts paid
- $66,428
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $12,696
- Travel
- $7,281
- Depreciation
- $7,924
- Program services (functional)
- $78,080
- Management and general (functional)
- $221,706
Balance sheet and other
- Total assets, start of year
- $3,851,308
- Total assets, end of year
- $4,152,261
- Total liabilities, end of year
- $52,054
- Net assets, end of year
- $4,100,207
- Land, buildings and equipment
- $30,753
- Publicly traded securities
- $3,772,274
- Net assets without donor restrictions
- $4,065,207
- Net assets with donor restrictions
- $35,000
- Gross receipts
- $2,878,161
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1991
- State of legal domicile
- MD
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM WHIPP | BOARD CHAIR Trustee or director, Officer | 5 | $0 |
| RODERIC FLOWERS | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| SEAN ZIMMERMANN | TREASURER Trustee or director, Officer | 5 | $0 |
| LINDA ALBRECHT | SECRETARY Trustee or director, Officer | 2 | $0 |
| TONIA NIEDZIALKOWSKI | DIRECTOR Trustee or director | 2 | $0 |
| JOHN HAMILTON | DIRECTOR Trustee or director | 2 | $0 |
| BRETT NOLL | DIRECTOR Trustee or director | 2 | $0 |
| BONNIE JACOBSON | DIRECTOR Trustee or director | 2 | $0 |
| GIRADO SMITH | DIRECTOR Trustee or director | 2 | $0 |
| JOHN BRATSAKIS | EXECUTIVE DIRECTOR Officer | 10 | $0 |
| LEIGH PHILIBOSIAN | DIRECTOR (STAFF) Officer | 30 | $0 |
990 for the year ended May 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN BRATSAKIS | EXECUTIVE DIRECTOR Officer | 10 | $0 |
| JIM WHIPP BEG 52324 | VICE CHAIR/BOARD CHAIR Trustee or director, Officer | 5 | $0 |
| CHRIS CONWAY END 52324 | BOARD CHAIR Trustee or director, Officer | 5 | $0 |
| RODERIC FLOWERS BEG 52324 | DIRECTOR/VICE CHAIR Trustee or director, Officer | 2 | $0 |
| SEAN ZIMMERMANN | TREASURER Trustee or director, Officer | 5 | $0 |
| LINDA ALBRECHT | SECRETARY Trustee or director, Officer | 2 | $0 |
| LEIGH PHILIBOSIAN | DIRECTOR Officer | 30 | $0 |
| TONIA NIEDZIALKOWSKI | DIRECTOR Trustee or director | 2 | $0 |
| JOHN HAMILTON | DIRECTOR Trustee or director | 2 | $0 |
| BRETT NOLL | DIRECTOR Trustee or director | 2 | $0 |
| BONNIE JACOBSON | DIRECTOR Trustee or director | 2 | $0 |
| GIRADO SMITH BEG 52323 | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended May 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS CONWAY | BOARD CHAIR Trustee or director, Officer | 5 | $0 |
| JIM WHIPP | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| SEAN ZIMMERMANN | TREASURER Trustee or director, Officer | 5 | $0 |
| LINDA ALBRECHT | SECRETARY Trustee or director, Officer | 2 | $0 |
| RODERIC FLOWERS | DIRECTOR Trustee or director | 2 | $0 |
| JOHN HAMILTON | DIRECTOR Trustee or director | 2 | $0 |
| BONNIE JACOBSON | DIRECTOR Trustee or director | 2 | $0 |
| TONIA NIEDZIALKOWSKI | DIRECTOR Trustee or director | 2 | $0 |
| BRETT NOLL | DIRECTOR Trustee or director | 2 | $0 |
| LEIGH PHILIBOSIAN | DIRECTOR Officer | 30 | $0 |
| JOHN BRATSAKIS | EXECUTIVE DIRECTOR Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 9891 BROKEN LAND PKWY STE 405, COLUMBIA, MD 21046-3008
- Principal officer (990 for 2024)
- JOHN BRATSAKIS, 9891 BROKEN LAND PARKWAY STE 405, COLUMBIA, MD 21046
- Signed the 990
- JOHN BRATSAKIS, EXECUTIVE DIRECTOR
- Phone
- (443) 325-0768
- Website
- WWW.CUFOUND.ORG
- Return prepared by
- RKL LLP
Mission
THE CREDIT UNION FOUNDATION OF MARYLAND & THE DISTRICT OF COLUMBIA IMPROVES LIVES BY WORKING WITH CREDIT UNIONX IN MARYLAND AND THE DISTRICT OF COLUMBIA TO SUPPORT FINANCIAL SELF-SUFFICIENCY AND PERSONAL, AFFORDABLE FINANCIAL SERVICES.
Program accomplishments
- THE FOUNDATION IS A NON-PROFIT ORGANIZATION DEDICATED TO SUPPORTING CREDIT UNIONS AND THE COMMUNITIES THEY SERVE WITH AN EMPHASIS ON GRANTS TO CREDIT UNIONS, COLLEGE SCHOLARSHIPS AND FINANCIAL LITERACY PROGRAMS.Expenses $78,080 · grants $66,428
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1749045
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,152,261
- Income (IRS master file)
- $2,878,161
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $205,835 | $299,786 | $4,152,261 | XML |
| 990 | May 2024 | $318,419 | $263,173 | $3,851,308 | XML |
| 990 | May 2023 | $144,279 | $257,421 | $3,391,376 | XML |
| 990 | May 2022 | $174,493 | $350,646 | $3,427,234 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1749045).
Questions about THE CREDIT UNION FOUNDATION OF MD AND DC INC
- What is the EIN of THE CREDIT UNION FOUNDATION OF MD AND DC INC?
- The employer identification number (EIN) of THE CREDIT UNION FOUNDATION OF MD AND DC INC is 52-1749045.
- Is THE CREDIT UNION FOUNDATION OF MD AND DC INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to THE CREDIT UNION FOUNDATION OF MD AND DC INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE CREDIT UNION FOUNDATION OF MD AND DC INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE CREDIT UNION FOUNDATION OF MD AND DC INC due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE CREDIT UNION FOUNDATION OF MD AND DC INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of THE CREDIT UNION FOUNDATION OF MD AND DC INC?
- The 990 for the year ended May 31, 2025 names JOHN BRATSAKIS.
- Who are the officers and directors of THE CREDIT UNION FOUNDATION OF MD AND DC INC?
- The 990 for the year ended May 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does THE CREDIT UNION FOUNDATION OF MD AND DC INC have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $205,835, expenses of $299,786 and total assets of $4,152,261 at year end.
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