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UNIVERSITY OF WISCONSIN CREDIT UNION

EIN 39-0671465 MADISON, WI

Revenue 2024
$363,773,520
Expenses 2024
$331,784,943

As filed

Subsection
14
Street
8033 EXCELSIOR DR

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).

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.

  • KELLY WILSON

    DIRECTOR - CHAIR

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • STEVEN RICK

    DIRECTOR - VICE CHAIR

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • TERRY WARFIELD

    DIRECTOR - TREASURER

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • PHYLLIS KING

    DIRECTOR - SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • PAUL KUNDERT

    PRESIDENT & CEO

    Total calculated
    $1,473,595
    From this org
    $1,040,522
    From related orgs
    $0
    Other
    $433,073
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $820,881
    Bonus
    $193,120
    Other
    $26,521
    Deferred
    $391,998
    Nontaxable benefits
    $41,075
    Filer's total
    $1,473,595

  • BRAD MCCLAIN

    EVP & CFO

    Total calculated
    $563,442
    From this org
    $501,356
    From related orgs
    $0
    Other
    $62,086
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $380,819
    Bonus
    $99,707
    Other
    $20,830
    Deferred
    $30,450
    Nontaxable benefits
    $31,636
    Filer's total
    $563,442

  • JONATHAN BUNDY

    EVP & CLO AND ASST CORP SECRETARY

    Total calculated
    $418,316
    From this org
    $352,646
    From related orgs
    $0
    Other
    $65,670
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $276,409
    Bonus
    $71,342
    Other
    $4,895
    Deferred
    $28,272
    Nontaxable benefits
    $37,398
    Filer's total
    $418,316

  • ROB VAN NEVEL

    EVP & COO

    Total calculated
    $571,881
    From this org
    $526,193
    From related orgs
    $0
    Other
    $45,688
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $416,708
    Bonus
    $102,099
    Other
    $7,386
    Deferred
    $30,450
    Nontaxable benefits
    $15,238
    Filer's total
    $571,881

  • RALPH BUELLING

    EVP & CIO

    Total calculated
    $480,509
    From this org
    $412,484
    From related orgs
    $0
    Other
    $68,025
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $331,115
    Bonus
    $75,531
    Other
    $5,838
    Deferred
    $30,450
    Nontaxable benefits
    $37,575
    Filer's total
    $480,509

  • ANNE NORMAN

    EVP & CMPSO

    Total calculated
    $401,413
    From this org
    $342,817
    From related orgs
    $0
    Other
    $58,596
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $270,011
    Bonus
    $68,546
    Other
    $4,260
    Deferred
    $27,368
    Nontaxable benefits
    $31,228
    Filer's total
    $401,413

  • PAM PETERSON

    EVP & CPO

    Total calculated
    $381,067
    From this org
    $326,935
    From related orgs
    $0
    Other
    $54,132
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $254,482
    Bonus
    $64,757
    Other
    $7,696
    Deferred
    $25,547
    Nontaxable benefits
    $28,585
    Filer's total
    $381,067

  • TONY KONKOL

    VP OF INFO TECHNOLOGY

    Total calculated
    $331,517
    From this org
    $271,006
    From related orgs
    $0
    Other
    $60,511
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $238,819
    Bonus
    $25,238
    Other
    $6,949
    Deferred
    $24,006
    Nontaxable benefits
    $36,505
    Filer's total
    $331,517

  • AMY KRIEBS

    SVP MEMBER SALES AND SOLUTIONS

    Total calculated
    $308,058
    From this org
    $258,831
    From related orgs
    $0
    Other
    $49,227
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $225,272
    Bonus
    $28,234
    Other
    $5,325
    Deferred
    $21,061
    Nontaxable benefits
    $28,166
    Filer's total
    $308,058

  • TEO TRANDAFIR

    VP OF WEALTH MANAGEMENT

    Total calculated
    $544,793
    From this org
    $475,027
    From related orgs
    $0
    Other
    $69,766
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $178,425
    Bonus
    $292,873
    Other
    $3,729
    Deferred
    $30,450
    Nontaxable benefits
    $39,316
    Filer's total
    $544,793

  • AARON LAWRY

    WEALTH ADVISOR

    Total calculated
    $368,611
    From this org
    $347,235
    From related orgs
    $0
    Other
    $21,376
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $48,198
    Bonus
    $298,227
    Other
    $810
    Deferred
    $20,416
    Nontaxable benefits
    $960
    Filer's total
    $368,611

  • JEREMY MARSHALL

    WEALTH ADVISOR

    Total calculated
    $388,745
    From this org
    $326,093
    From related orgs
    $0
    Other
    $62,652
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $40,592
    Bonus
    $283,211
    Other
    $2,290
    Deferred
    $28,627
    Nontaxable benefits
    $34,025
    Filer's total
    $388,745

  • KYLE JUDD

    WEALTH ADVISOR

    Total calculated
    $341,093
    From this org
    $317,607
    From related orgs
    $0
    Other
    $23,486
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $52,512
    Bonus
    $263,675
    Other
    $1,420
    Deferred
    $22,103
    Nontaxable benefits
    $1,383
    Filer's total
    $341,093

  • JUSTIN NOVARA

    WEALTH ADVISOR

    Total calculated
    $327,584
    From this org
    $291,246
    From related orgs
    $0
    Other
    $36,338
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $76,292
    Bonus
    $213,672
    Other
    $1,282
    Deferred
    $23,513
    Nontaxable benefits
    $12,825
    Filer's total
    $327,584

  • MICHAEL CARR

    DIRECTOR

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • MICHAEL COLLINS

    DIRECTOR

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • KIMILA DANIELS

    DIRECTOR

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • LEANA NAKIELSKI MESDJIAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JEFFREY RUSSELL

    DIRECTOR

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

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 — 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
    $363,773,520
    Expenses
    $331,784,943
    Contributions
    $0
    Grants paid
    $305,268
  • 2023
    Revenue
    $280,888,360
    Expenses
    $253,257,113
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $206,656,356
    Expenses
    $183,972,968
    Contributions
    $0
    Grants paid
    $1,815

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.

Grants made

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

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.