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IOWA CREDIT UNION FOUNDATION INC

EIN 42-1438113 WDM, IA

Revenue 2025
$802,560
Expenses 2025
$731,230

Program services were 60.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
Z99
Classification
1000
Street
7745 OFFICE PLAZA DR N STE 170

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 · 2025

Mission

FOUNDED IN 1995 AS THE PHILANTHROPIC ARM OF THE IOWA CREDIT UNION LEAGUE AND GUIDED BY THE CREDIT UNION PHILOSOPHY OF "PEOPLE HELPING PEOPLE", THE IOWA CREDIT UNION FOUNDATION (THE FOUNDATION) WORKS TO CHAMPION FINANCIAL WELL-BEING FOR ALL. THE FOUNDATION'S VISION IS TO BE A HUB FOR CREDIT UNION PHILANTHROPY.

Activities or mission (Part I)

IOWA CREDIT UNION FOUNDATION'S MISSION IS TO CHAMPION FINANCIAL WELL-BEING FOR ALL.

  • INVESTING IN COMMUNITY RESEARCH TO UNDERSTAND THE FINANCIAL REALITIES OF IOWANS, FUNDING GRANTS TO CREDIT UNIONS TO SUPPORT NEW TECHNOLOGY, STRATEGIC PLANNING, OTHER SERVICES, AND SUPPORTING FUNDING OF OTHER COMMUNITY ORGANIZATIONS INVESTING IN CREDIT UNION MISSION ALIGNED INITIATIVES.

    Expenses $338,425 · Grants $234,100

  • SCHOLARSHIPS: IOWA CREDIT UNION FOUNDATION OFFERS SCHOLARSHIPS TO CREDIT UNION MEMBERS PURSUING OR COMPLETING POST-SECONDARY EDUCATION.

    Expenses $66,000 · Grants $66,000

  • PEOPLE HELPING PEOPLE: PROVIDING FINANCIAL COACH TRAINING, DISASTER RELIEF ASSISTANCE, AND GRANTS TO OTHER ORGANIZATIONS INVESTING IN CREDIT UNION MEMBER SUPPORT.

    Expenses $24,786 · Grants $24,786 · Revenue $24,000

  • INDIVIDUAL DEVELOPMENT ACCOUNTS: MATCHED SAVINGS ACCOUNTS FOR LOW AND MODERATE INCOME WORKING SAVERS. IOWA CREDIT UNION FOUNDATION MATCHES SAVINGS UP TO A CERTAIN AMOUNT BASED UPON GUIDELINES FROM MATCH FUND PROVIDERS.

    Expenses $12,450 · Grants $12,450

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • JORDAN HENSLEY

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JULIE WILLSE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • REBECCA NEADES

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER NAEVE

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ALEJANDRO ALANIZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MARY BONTRAGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • DAVE CALE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • DONNA DYER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KIM FETTKETHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • PAULA O'ROURKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JOHN PARKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LINDSEY RAMOS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • TRACI STILES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JELENA BABIC BARNES

    EXECUTIVE DIRECTOR

    Total calculated
    $111,525
    From this org
    $100,531
    From related orgs
    $0
    Other
    $10,994
    Hours/week
    40

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. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $802,560
    Expenses
    $731,230
    Contributions
    $558,857
    Grants paid
    $337,336
  • 2024
    Revenue
    $618,826
    Expenses
    $568,535
    Contributions
    $440,823
    Grants paid
    $218,536
  • 2023
    Revenue
    $494,711
    Expenses
    $471,852
    Contributions
    $375,364
    Grants paid
    $129,338
  • 2022
    Revenue
    $425,847
    Expenses
    $426,890
    Contributions
    $376,405
    Grants paid
    $104,716

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
    $632,907
    Expenses
    $334,354
    Assets (EOY)
    $2,331,808

  • 2020 · 990

    Revenue
    $2,518,055
    Expenses
    $1,037,208
    Assets (EOY)
    $2,063,197

  • 2019 · 990

    Revenue
    $495,626
    Expenses
    $336,472
    Assets (EOY)
    $525,285

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.

Grants made

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

Where these grants went next →

Grants received

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

Listed as of 13 October 2026, under deductibility PC.

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.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.