Civic Intelligence

Affinity Federal Credit Union Foundation

EIN 20-2706810 • 501(c)3 • Basking Ridge, NJ

Profile

To provide members and communities with solutions to improve financial wellness, educational programs that enable self-sufficiency, and support that ensures access to essential healthcare services.

73 Mountainview BlvdBasking Ridge, NJ 07920

www.affinitygives.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.24x

Higher debt load relative to assets than 83% of similar nonprofits.

NTEE T30 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.58x

Higher debt load relative to revenue than 91% of similar nonprofits.

NTEE T30 • $500k-$1M nonprofits • Source year 2024

Net Margin

51st percentile

7.3%

Higher net margin than 51% of similar nonprofits.

NTEE T30 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

95th percentile

$152,193

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 56.1% of source-year revenue.

NTEE T30 • $500k-$1M nonprofits • Source year 2024

Asset Growth

18th percentile

-12%

Faster asset growth than 18% of similar nonprofits.

NTEE T30 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

4.4%

Faster revenue growth than 43% of similar nonprofits.

NTEE T30 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$647,390

Down $86,800 (-12%) from 2023

Liabilities

Down

$157,414

Down $106,618 (-40%) from 2023

Net Assets

Up

$489,976

Up $19,818 (+4.2%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin51st percentile

Revenue

Up

$271,214

Up $11,541 (+4.4%) from 2023

Expenses

Down

$251,396

Down $77,776 (-24%) from 2023

Net Income

Up

$19,818

Up $89,317 (+129%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $290,150Liabilities 2010: $0Net Assets 2010: $290,1502010Assets 2011: $352,440Liabilities 2011: $0Net Assets 2011: $352,4402011Assets 2012: $380,444Liabilities 2012: $0Net Assets 2012: $380,4442012Assets 2013: $400,418Liabilities 2013: $0Net Assets 2013: $400,4182013Assets 2014: $452,944Liabilities 2014: $0Net Assets 2014: $452,9442014Assets 2015: $489,632Liabilities 2015: $0Net Assets 2015: $489,6322015Assets 2016: $521,089Liabilities 2016: $0Net Assets 2016: $521,0892016Assets 2017: $609,023Liabilities 2017: $0Net Assets 2017: $609,0232017Assets 2018: $553,591Liabilities 2018: $15,463Net Assets 2018: $538,1282018Assets 2019: $595,252Liabilities 2019: $0Net Assets 2019: $595,2522019Assets 2020: $540,125Liabilities 2020: $0Net Assets 2020: $540,1252020Assets 2021: $573,756Liabilities 2021: $0Net Assets 2021: $573,7562021Assets 2022: $788,142Liabilities 2022: $248,485Net Assets 2022: $539,6572022Assets 2023: $734,190Liabilities 2023: $264,032Net Assets 2023: $470,1582023Assets 2024: $647,390Liabilities 2024: $157,414Net Assets 2024: $489,9762024

Highlighted filing

2024

Assets$647,390
Liabilities$157,414
Net Assets$489,976
Open 2024 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2010: $113,7362010Expenses 2011: $102,2202011Expenses 2012: $109,1742012Revenue 2013: $161,098Expenses 2013: $141,124Net Income 2013: $19,9742013Revenue 2014: $197,744Expenses 2014: $145,218Net Income 2014: $52,5262014Revenue 2015: $205,543Expenses 2015: $168,854Net Income 2015: $36,6892015Revenue 2016: $601,412Expenses 2016: $177,765Net Income 2016: $423,6472016Revenue 2017: $246,550Expenses 2017: $158,616Net Income 2017: $87,9342017Revenue 2018: $229,284Expenses 2018: $171,142Net Income 2018: $58,1422018Revenue 2019: $206,274Expenses 2019: $160,829Net Income 2019: $45,4452019Revenue 2020: $99,213Expenses 2020: $154,429Net Income 2020: -$55,2162020Revenue 2021: $246,342Expenses 2021: $212,711Net Income 2021: $33,6312021Revenue 2022: $398,525Expenses 2022: $441,593Net Income 2022: -$43,0682022Revenue 2023: $259,673Expenses 2023: $329,172Net Income 2023: -$69,4992023Revenue 2024: $271,214Expenses 2024: $251,396Net Income 2024: $19,8182024

Highlighted filing

2024

Revenue$271,214
Expenses$251,396
Net Income$19,818
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$647,390
Liabilities
$157,414
Net assets
$489,976
Revenue
$271,214
Expenses
$251,396
Net income
$19,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.47$1.57$4.90$2.71$2.51$0.20
2023Detailed filing. Detailed filing data is available for this year.$7.34$2.64$4.70$2.60$3.29$0.69
2022Detailed filing. Detailed filing data is available for this year.$7.88$2.48$5.40$3.99$4.42$0.43
2021Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$2.46$2.13$0.34
2020Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.99$1.54$0.55
2019Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$2.06$1.61$0.45
2018Detailed filing. Detailed filing data is available for this year.$5.54$0.15$5.38$2.29$1.71$0.58
2017Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$2.47$1.59$0.88
2016Summary only. Only limited summary data is available for this year.$5.21$0.00$5.21$6.01$1.78$4.24
2015Summary only. Only limited summary data is available for this year.$4.90$0.00$4.90$2.06$1.69$0.37
2014Summary only. Only limited summary data is available for this year.$4.53$0.00$4.53$1.98$1.45$0.53
2013Summary only. Only limited summary data is available for this year.$4.00$0.00$4.00$1.61$1.41$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.80$0.00$3.80$1.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.52$0.00$3.52$1.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.00$2.90$1.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$372,018
Mission and Program Overview

Mission

The affinity federal credit union foundation provides financial and volunteer support to local grassroots organizations that serve the communities where our members live work, worship and go to school.

The Foundation is the philanthropic arm of Affinity Federal Credit Union and its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$664,275$590,158▼ $74,117
Cash and Non-Interest-Bearing Accounts$23,169$55,652▲ $32,483
Pledges and Grants Receivable$7,500$0▼ $7,500
Prepaid Expenses and Deferred Charges$39,246$1,580▼ $37,666
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$734,190$647,390▼ $86,800
Other Assets Total-$0-
Liabilities
Grants Payable$235,200$120,200▼ $115,000
Other Liabilities$28,832$20,250▼ $8,582
Accounts Payable and Accrued Expenses-$16,964-
Total Liabilities$264,032$157,414▼ $106,618
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$470,158$489,976▲ $19,818
Total Net Assets Fund Balance$470,158$489,976▲ $19,818
Total Liabilities and Net Assets / Fund Balance$734,190$647,390▼ $86,800
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
John FentonChair
Pamela CohenVice Chair
Kelly WattsExecutive Director
Bryan WatkinsonTrustee
Frank GiannelliTrustee
Luis Alzate-DuqueTrustee
MaryAnne MelansonTrustee
Michelle JansenTrustee
Sandy SharpTrustee
Shay WadherTrustee
Kawanzaa KingSecretary
James ReadeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$265,260
Program Service Revenue
$0
Investment Income
$26,894
Other Revenue
$-20,940
All Other Contributions
$58,908
Change in Net Assets
$19,818

Audited Revenue Reconciliation

Revenue per Audited Statements
$271,214
Revenue Not Reported on Form 990
$277,347
Total Revenue per Audited Statements
$548,561
Total Revenue per Form 990
$271,214
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$160,209
Other Expenses$91,187
Total Fundraising Expense$60,885
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$160,209--$160,209
Office Expenses$5,016$3,684$10,288$18,988
Fees for Services Accounting-$13,330-$13,330
Fees for Services Lobbying-$3,595$6,849$10,444
Advertising$2,500-$2,500$5,000
Insurance-$1,173-$1,173
Other Expenses-$699$7,394$699
Travel-$305$179$484
Total Functional Expenses$167,725$22,786$60,885$251,396

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$528,743
Expenses Not Reported on Form 990$277,347
Expenses per Audited Statements$251,396
Total Expenses per Form 990$251,396
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Visions and PathwaysBridgewater, NJ501(c)(3)Operational Support$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$100,804
Fundraising Gross Income$79,864
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf$193,369$53,824-$53,824
Gala$64,158$26,040-$26,040
Total Events$257,527$79,864$100,804$-20,940
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable advances$20,250
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The Foundation has members that receive de-minimus benefits”

Form 990, Part VI, Section B, Line 11B

“The entire 990 is reviewed and approved by Finance and Audit Committee. A copy of the entire 990 is provided to the board for review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Conflicts of interested are reviewed by Board Development Committee and by the larger board as they arise.”

Form 990, Part VI, Section C, Line 19

“The Foundation makes its governing documents, conflict policy and financial information available upon written request.”

Filing and Contact Details

Filer

Filer Name
Affinity Federal Credit Union Foundation
EIN
20-2706810
Phone
9088603914
Address
73 Mountainview Blvd, Basking Ridge, NJ 07920

Signing Officer

Name
Kelly Watts
Title
Executive Director
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Watts
Formed
2005
Legal Domicile
Nj
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
47

Preparer

Firm
Lear & Pannepacker LLP
Address
791 Alexander Road, Princeton, NJ 08540
Preparer
Kenneth L Siegel CPA
Phone
6094522200
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Foundation has been classified by the Internal Revenue Service as an organization described under section 501(c)(3) of the Internal Revenue Code (the "Code") as exempt from federal income taxes under section 501(a) of the Code.ASC Topic 740 Accounting for Uncertainty in Income Taxes clarifies the accounting for uncertainty in income taxes recognized in an entitys financial statements and prescribes a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. The guidance also provides instruction on derecognition, classification, interest and penalties, accounting in interim periods, and disclosure. The Foundation's policy is to classify income tax related interest and penalties in interest expense and other expenses, respectively.”

Raw XML AppendixShowing 400 of 580 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation has been classified by the Internal Revenue Service as an organization described under section 501(c)(3) of the Internal Revenue Code (the "Code") as exempt from federal income taxes under section 501(a) of the Code.ASC Topic 740 Accounting for Uncertainty in Income Taxes clarifies the accounting for uncertainty in income taxes recognized in an entitys financial statements and prescribes a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. The guidance also provides instruction on derecognition, classification, interest and penalties, accounting in interim periods, and disclosure. The Foundation's policy is to classify income tax related interest and penalties in interest expense and other expenses, respectively.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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