Nonprofit · EIN 59-2252733
SOUTHEASTERN CREDIT UNION FOUNDATION INC
Tax-exempt · TALLAHASSEE, FL 32308
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,149,926 | $1,319,973 | -$170,047 | $4,743,582 | $355,269 | $4,388,313 |
| December 31, 2023 | 990 | $584,102 | $1,239,495 | -$655,393 | $4,491,985 | $130,699 | $4,361,286 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,114,771
- Program service revenue
- $0
- Investment income
- $177,427
- Net gain from sales of assets
- $47,712
- Net income from fundraising events
- -$65,580
- Net income from sales of inventory
- -$76,692
- Other revenue
- -$142,272
Expenses
- Grants and similar amounts paid
- $892,184
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $47,396
- Occupancy
- $19,416
- Travel
- $66,403
- Depreciation
- $465
- Program services (functional)
- $1,259,320
- Management and general (functional)
- $60,653
Balance sheet and other
- Total assets, start of year
- $4,491,985
- Total assets, end of year
- $4,743,582
- Total liabilities, end of year
- $355,269
- Net assets, end of year
- $4,388,313
- Publicly traded securities
- $3,421,997
- Net assets without donor restrictions
- $2,567,334
- Net assets with donor restrictions
- $1,820,979
- Gross receipts
- $2,876,097
- Employees
- 0
- Volunteers
- 30
- Year formed
- 1982
- State of legal domicile
- FL
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PATRICK LAPINE | CEO (UNTIL 4/24) Trustee or director, Officer | 1 | $0 | $4,094,362 | $43,743 |
| SAMANTHA BEELER | PRESIDENT LEAGUE Officer | 1 | $0 | $422,722 | $146,468 |
| STEVEN SCHWARTZ | CFO Officer | 1 | $0 | $193,676 | $281,755 |
| RICHARD SKAGGS | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| OLA ANISE | CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROY BIBB | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BOBBY MICHAEL | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVE MOSELEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HANK HALTER | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MIKE AKERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEMETRA JACKSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRENT LISTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEBBIE SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEVE SWOFFORD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HEIWOTE TADESSE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN AKIN | TRUSTEE (UNTIL 6/24) Trustee or director | 1 | $0 |
| HENRY ARMSTRONG | TRUSTEE (UNTIL 6/24) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PATRICK LAPINE | CEO Trustee or director, Officer | 1 | $0 | $690,447 | $495,683 |
| DR WEN HEMINGWAY | CFO Officer | 1 | $0 | $278,490 | $98,169 |
| SAMANTHA BEELER | PRESIDENT LEAGUE Officer | 1 | $0 | $272,798 | $36,363 |
| HANK HALTER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| OLA ANISE | VICE CHAIR (FROM 7/23) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICHARD SKAGGS | CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BOB CLAMPETT | SECRETARY (UNTIL 6/23) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVE MOSELEY | SECRETARY (FROM 7/23) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TINA WILLIAMS | TREASURER (UNTIL 6/23) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRIAN AKIN | TREASURER (FROM 7/23) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HENRY ARMSTRONG | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRENT LISTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEBBIE SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEVE SWOFFORD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1709 HERMITAGE BLVD STE 200, TALLAHASSEE, FL 32308-2706
- Principal officer (990 for 2024)
- STEVE J SCHWARTZ, 3692 COOLIDGE COURT, TALLAHASSEE, FL 32311
- Signed the 990
- STEVE J SCHWARTZ, CFO
- Phone
- (866) 231-0545
- Website
- WWW.LSCU.COOP/FOUNDATION
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO ENRICH CREDIT UNIONS AND THE LIVES OF THEIR EMPLOYEES AND MEMBERS.
Program accomplishments
- DISASTER RELIEF: THE FOUNDATION COORDINATES AND ADMINISTERS DISASTER RELIEF PROGRAMS THAT SUPPORT CREDIT UNIONS AND THEIR STAFF IMPACTED BY NATURAL DISASTERS. THE FOUNDATION PROVIDES EMERGENCY GRANTS TO AFFECTED CREDIT UNION EMPLOYEES, DISTRIBUTES CRITICAL SUPPLIES, AND SUPPORTS LONGER-TERM RECOVERY EFFORTS.Expenses $648,885 · grants $459,712
- COMMUNITY IMPACT AND CREDIT UNION DEVELOPMENT GRANTS: THE FOUNDATION PROVIDES GRANTS TO SUPPORT CREDIT UNION INITIATIVES THAT STRENGTHEN MEMBER FINANCIAL WELL-BEING AND INSTITUTIONAL SUSTAINABILITY. THE COMMUNITY IMPACT GRANT PROGRAM FUNDS PROJECTS FOCUSED ON FINANCIAL LITERACY, OUTREACH, AND SUPPORT FOR CREDIT UNIONS PURSUING CDFI CERTIFICATION OR GRANT FUNDING. THE CREDIT UNION DEVELOPMENT GRANT PROGRAM ASSISTS WITH EFFORTS TO IMPROVE STAFF TRAINING, TECHNOLOGY ADOPTION, OPERATIONAL EFFICIENCY, AND INNOVATION.Expenses $502,394 · grants $355,929
- PROFESSIONAL DEVELOPMENT GRANTS: THE FOUNDATION OFFERS GRANTS TO SUPPORT CONTINUING EDUCATION AND LEADERSHIP DEVELOPMENT FOR CREDIT UNION STAFF AND VOLUNTEERS. GRANT RECIPIENTS USE FUNDING TO ATTEND INDUSTRY TRAININGS, CERTIFICATION PROGRAMS, AND LEADERSHIP DEVELOPMENT INITIATIVES. THE PROGRAM AIMS TO BUILD A MORE KNOWLEDGEABLE, RESILIENT, AND FUTURE-READY CREDIT UNION WORKFORCE.Expenses $108,041 · grants $76,543
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-2252733
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,310,714
- Income (IRS master file)
- $1,259,201
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,149,926 | $1,319,973 | $4,743,582 | XML |
| 990 | December 2023 | $584,102 | $1,239,495 | $4,491,985 | XML |
| 990 | December 2022 | $1,569,313 | $1,450,859 | $4,926,905 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 59-2252733).
Questions about SOUTHEASTERN CREDIT UNION FOUNDATION INC
- What is the EIN of SOUTHEASTERN CREDIT UNION FOUNDATION INC?
- The employer identification number (EIN) of SOUTHEASTERN CREDIT UNION FOUNDATION INC is 59-2252733.
- Is SOUTHEASTERN CREDIT UNION FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to SOUTHEASTERN CREDIT UNION FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHEASTERN CREDIT UNION FOUNDATION 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 SOUTHEASTERN CREDIT UNION FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHEASTERN CREDIT UNION FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SOUTHEASTERN CREDIT UNION FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names STEVE J SCHWARTZ.
- Who are the officers and directors of SOUTHEASTERN CREDIT UNION FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 17 people; 0 received compensation from the organization.
- How much revenue does SOUTHEASTERN CREDIT UNION FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,149,926, expenses of $1,319,973 and total assets of $4,743,582 at year end.
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