WISCONSIN CREDIT UNION FOUNDATIONINC

As filed

Subsection

03

NTEE code

B82

Classification

1200

Street

1 E MAIN ST STE 101

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• THE FOUNDATION AWARDED GRANTS TOTALING $80,000 TO 12 WISCONSIN CREDIT UNIONS IN NEED OF SUPPORT FOR TECHNOLOGY AND OPERATIONS RELATED EXPENSES AND UPGRADES THAT WILL MEASURABLY ASSIST THE CREDIT UNION IN SERVING ITS MEMBERS.

  Expenses $80,000 · Grants $80,000

• THE FOUNDATION INVESTED IN THE FINANCIAL COUNSELING CERTIFICATION PROGRAM (FICEP) THAT CREDENTIALED 21 INDIVIDUALS AS CREDIT UNION CERTIFIED FINANCIAL COUNSELORS (CCUFCS), BRINGING THE PROGRAM TOTAL TO NEARLY 300. IN ADDITION, MORE THAN 20 INDIVIDUALS COMPLETED THE RE-CERTIFICATION PROCESS. THE FOUNDATION ENGAGED WITH SYSTEM PARTNERS TO FACILITATE FICEP. THE PROGRAM USED THE CREDIT UNION NATIONAL ASSOCIATION'S CERTIFIED CREDIT UNION FINANCIAL COUNSELOR (CCUFC) TEXTBOOK, WHICH INVOLVES SELF-STUDY AND A SERIES OF WEBINARS, AND ENHANCED IT WITH ADDITIONAL PROGRAM CONTENT. THE ADDITIONAL CONTENT OFFERED INSIGHTS TO HELP PARTICIPANTS INTEGRATE COUNSELING ACROSS MULTIPLE TOUCH-POINTS WITH MEMBERS, THEREBY BROADENING THE SCOPE AND EFFECTIVENESS OF THEIR EFFORT. PARTICIPANTS HAD THE OPPORTUNITY TO NETWORK WITH OTHER CCUFC-CERTIFIED INDIVIDUALS TO DISCUSS EXPANDING COUNSELING PROGRAMS IN THEIR CREDIT UNIONS. THE FOUNDATION PROCTORS THE DESIGNATION EXAMINATION FOR STUDENTS WHO EARN THE CCUFC DESIGNATION FOLLOWING SUCCESSFUL COMPLETION. FUNDS FROM THE FOUNDATION CUT THE COST OF PARTICIPATION BY MORE THAN HALF.

  Expenses $60,704 · Revenue $28,434

• THE FOUNDATION AWARDED THE DIFFERENCE GRANTS TO 6 CREDIT UNIONS IN THE AMOUNT OF $49,260 TO IMPLEMENT INNOVATIVE SERVICES AND PROGRAMS TO HELP BUILD FINANCIALLY STRONG, SELF-SUPPORTING FAMILIES AND COMMUNITIES IN WISCONSIN.

  Expenses $49,260 · Grants $49,260

• THE FOUNDATION PROVIDED $22,500 IN SCHOLARSHIPS TO CREDIT UNION EMPLOYEES TO FURTHER THEIR PROFESSIONAL DEVELOPMENT IN ORDER TO BETTER SERVE THEIR MEMBERS.

  Expenses $22,500 · Grants $22,500

• THE FOUNDATION PROVIDED $13,200 TO THE NATIONAL CREDIT UNION FOUNDATION FOR DISASTER RELIEF ASSISTANCE.

  Expenses $13,200 · Grants $13,200

• THE FOUNDATION AWARDED $12,150 IN INCLUSION GRANTS TO CREDIT UNIONS TO SUPPORT CREDIT UNIONS IN THEIR MISSION TO REACH UNSERVED AND UNREPRESENTED COMMUNITIES IN WISCONSIN THAT STRUGGLE TO BE SERVED BY TRADITIONAL FINANCIAL SERVICES.

  Expenses $12,150 · Grants $12,150

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $299,368

  Expenses

  $245,597

  Contributions

  $268,802

  Grants paid

  $177,110

• 2023

  Revenue

  $210,489

  Expenses

  $214,137

  Contributions

  $187,740

  Grants paid

  $149,525

• 2023

  Revenue

  $210,489

  Expenses

  $214,137

  Contributions

  $187,740

  Grants paid

  $149,525

• 2022

  Revenue

  $210,253

  Expenses

  $176,882

  Contributions

  $204,172

  Grants paid

  $113,928

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $188,905

  Expenses

  $147,851

  Assets (EOY)

  $779,314

• 2020 · 990

  Revenue

  $158,740

  Expenses

  $111,970

  Assets (EOY)

  $748,381

• 2019 · 990

  Revenue

  $135,977

  Expenses

  $112,678

  Assets (EOY)

  $682,836

• 2018 · 990

  Revenue

  $132,238

  Expenses

  $87,309

  Assets (EOY)

  $671,325

• 2017 · 990

  Revenue

  $127,340

  Expenses

  $87,825

  Assets (EOY)

  $611,147

• 2016 · 990

  Revenue

  $144,597

  Expenses

  $79,926

  Assets (EOY)

  $567,817

• 2015 · 990

  Revenue

  $102,985

  Expenses

  $64,252

  Assets (EOY)

  $505,299

• 2014 · 990

  Revenue

  $95,538

  Expenses

  $86,409

  Assets (EOY)

  $462,037

• 2013 · 990

  Revenue

  $95,689

  Expenses

  $120,890

  Assets (EOY)

  $452,336

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $153,517

  Assets (EOY)

  $475,523

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

• FOCUS CREDIT UNION

  $20,100

  2024 · TO BRING FINANCIAL EDUCATION TO MEMBERS ON THE MARGIN AND TO FUND AN ADA RAMP CONVERSION.

• BADGER GLOBE CREDIT UNION

  $15,000

  2023 · TO UPGRADE LENDING SOFTWARE

• COUNTY-CITY CREDIT UNION

  $15,000

  2023 · TO MODERNIZE DEBIT CARD PROGRAM

• ENTERPRISE CREDIT UNION

  $15,000

  2023 · TO TOKENIZE PLASTICS

• HOLY FAMILY MEMORIAL CREDIT UNION

  $15,000

  2023 · TO IMPLEMENT CANCER CARE AGENT PROGRAM

• NORTHWOODS COMMUNITY CREDIT UNION

  $15,000

  2023 · TO IMPROVE IT SECURITY, NEW ATM AND REPLACE PARKING LOT

• WEA CREDIT UNION

  $15,000

  2024 · TO FUND INSTANT ISSUE AND CONTACTLESS PAYMENT PROJECT.

• RACINE MUNICIPAL EMPLOYEES CREDIT UNION

  $15,000

  2022 · ADD INSTANT ISSUE DEBIT CARDS

• GUARDIAN CREDIT UNION

  $12,150

  2024 · TO INCREASE OUTREACH TO UNDERSERVED COMMUNITIES WITHIN FIELD OF MEMBERSHIP.

• FORT COMMUNITY CREDIT UNION

  $11,488

  2023 · TO IMPLEMENT PROGRAMS AND SERVICES FOR MULTI-CULTURAL MARKETS UTILIZING RESOURCES FROM COOPERA CONSULTING

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

• FOCUS CREDIT UNION

  $20,100

  2024 · ADA RAMP FOR EMPLOYEES; EDUCATION TO MEMBERS ON THE MARGINS

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files