South Bend Post Office C U: Nonprofit Profile, Financials & Form 990 (EIN 35-0670808)

Is it real?

No. The IRS revoked its tax exemption. Latest filing on record: FY2021.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

100%

Program services 100% · $258K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation

Susan Battles

Board Member

$0Pt VII · Sec A

Tom Youdblis

Supv Committee

$0Pt VII · Sec A

Chuck Holmes

Supv Committee

$0Pt VII · Sec A

Clarence Myers

Board Member

$0Pt VII · Sec A

Karen Derby

Board Member

$0Pt VII · Sec A

Hulbert C Colwell IV

Board Member

$0Pt VII · Sec A

Mary Zirille

Board Secretary

$0Pt VII · Sec A

John Tarwacki

Board Chair

$0Pt VII · Sec A

See South Bend Post Office C U executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes
Loans to or from officersSch L · Pt II7 listed

Programs and updates

Helps people build wealth through shared financial services and community ownership.

Questions for South Bend Post Office C U

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Provided by the organization

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3 programs · $258K · in their own filed words · FY2021

01

All other services

$145Kprogram expense

02

Provided loans to members of the credit union

$102Kprogram expense

03

Investments

$12Kprogram expense

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$316K

Ln 12

Fees for servicesLn 2g$134K

Other incomeLn 4–11$131K

Investment incomeLn 3$51K

Money outPt IX

$258K

Ln 25

Programscol B$258K

Owns and owesPt X

$0

net assets · Ln 32

Total assetsLn 16$0

LiabilitiesLn 26$0

PeoplePt VI, VII

10

listed · VII A

PaidVII A0

Voting boardVI 1a7

IndependentVI 1b7

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$134K

Investment incomeLn 3$51K

Other incomeLn 4–11$131K

Total revenueLn 12$316K

Assets in detailPt X, end of year

Total assetsLn 16$0

LiabilitiesLn 26$0

Net assetsLn 32$0

OperationsPt I, VI

EmployeesI 54

VolunteersI 69

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Total assetsLn 16	$10.1M	$0
LiabilitiesLn 26	$15K	$0
Net assetsLn 32	$10.1M	$0

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Other salaries and wagesLn 7	$107K	$107K
Payroll taxesLn 10	$8K	$8K
Office expensesLn 13	$54K	$54K
OccupancyLn 16	$26K	$26K
TravelLn 17	$968	$968
Conferences, conventions and meetingsLn 19	$500	$500
InterestLn 20	$2	$2
Other expenses (24a–d)Ln 24	$12K	$12K
All other expensesLn 24e	$49K	$49K
Total functional expensesLn 25	$258K	$258K	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2021 Latest Viewing	$316K	$258K	$58K	$0	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2021 990 (6 parts)

Part I · Summary $315,966 revenue, 12 lines filed

I-8 Contributions and grants$0

I-9 Program service revenuePrior year $217,607$133,715

I-10 Investment incomePrior year $111,825$51,230

I-11 Other revenuePrior year $56,916$131,021

I-12 Total revenuePrior year $386,348$315,966

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $146,087$115,594

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $180,212$142,830

I-18 Total expensesPrior year $326,299$258,424

I-19 Revenue less expensesPrior year $60,049$57,542

Part VI · Governance 7 of 7 board members independent, no flags

VI-1a Voting members of the governing body7

VI-1b Independent voting members7

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $315,966 across 4 lines filed

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $133,715$133,715

VIII-3 Investment incomeRelated to mission $51,230$51,230

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $131,021$131,021

VIII-12 Total revenueRelated to mission $315,966 · Unrelated business $0 · Excluded from tax $0$315,966

Part IX · Statement of functional expenses $258,424 across 9 lines filed

IX-7 Other salaries and wagesPrograms $107,340$107,340

IX-10 Payroll taxesPrograms $8,254$8,254

IX-13 Office expensesPrograms $54,011$54,011

IX-16 OccupancyPrograms $26,087$26,087

IX-17 TravelPrograms $968$968

IX-19 Conferences, conventions and meetingsPrograms $500$500

IX-20 InterestPrograms $2$2

IX-24 Other expenses (24a–d)Programs $11,884$11,884

IX-24e All other expensesPrograms $49,378$49,378

IX-25 Total functional expensesPrograms $258,424 · Management $0 · Fundraising $0$258,424

Part X · Balance sheet $0 assets, 4 lines filed

X-16 Total assetsStart of year $10,144,688$0

X-26 Total liabilitiesStart of year $15,247$0

X-32 Total net assets or fund balancesStart of year $10,129,441$0

X-33 Total liabilities and net assetsStart of year $10,144,688$0

Part XI · Reconciliation of net assets $0 net assets at year end

XI-1 Total revenue$315,966

XI-2 Total expenses$258,424

XI-3 Revenue less expenses$57,542

XI-4 Net assets at start of year$10,129,441

XI-9 Other changes in net assets−$10,186,983

XI-10 Net assets at end of year$0

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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South Bend Post Office C U

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for South Bend Post Office C U

By the numbers

Filing history

Schedules filed Part IV