EMPOWERING CREDIT UNIONS TO IMPACT THEIR COMMUNITIES. THE FOUNDATION IS DEDICATED TO HELPING CREDIT UNIONS MAKE A DIFFERENCE IN THE LIVES OF THE MEMBERS AND COMMUNITIES THEY SERVE.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.7M
-6.5% YoY
Revenue
$1.7M
+5.8% YoY
Net Investment Income
$160K
+21.1% YoY
Expenses
$1.9M
+27.4% YoY
About Cornerstone Credit Union Foundation
Based on IRS filings
Cornerstone Credit Union Foundation is a nonprofit organization focused on Education, based in PLANO, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. Net investment income was $160K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,739,365 | $2,930,825 | $1,796,111 |
| Revenue | $1,748,478 | $1,652,357 | $1,281,131 |
| Expenses | $1,930,576 | $1,514,949 | $1,131,957 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $159,742 | $131,911 | $105,369 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
13 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Caroline Willard | President/CEO CCUL | 0.5 | — |
| Shoaib Salamat | SVP/CFO CCUL | 0.5 | — |
| Courtney Moran | Executive Director - FND | 0.5 | — |
| Shelli McCoy | Chair | 0.5 | — |
| Mary Beth Spuck | Vice Chair | 0.5 | — |
| Michael Dougherty | Secretary | 0.5 | — |
| Evan Wilson | Treasurer | 0.5 | — |
| Ashley Bautista | Trustee | 0.5 | — |
| Jason Berridge | Trustee | 0.5 | — |
| Kanika Boutte | Trustee | 0.5 | — |
| Karyn Davis | trustee | 0.5 | — |
| Lori Crutchley | Trustee | 0.5 | — |
| Sara Freeman | Trustee | 0.5 | — |
| Pam Garrett | Trustee | 0.5 | — |
| Stephen Lark | Trustee | 0.5 | — |
| Tammy McNair | Trustee | 0.5 | — |
| Craig Rohden | Trustee | 0.5 | — |
| Erik Shaw | Trustee | 0.5 | — |
| Gina Wilson | Trustee | 0.5 | — |
| Dale Hansard | Trustee | 0.5 | — |
| Dave Willis | Trustee/Past Foundation Chair | 0.5 | — |
| Tina Buttchen | Trustee | 0.5 | — |
| Ruby Alvarez | DE Society Representative | 0.5 | — |
| Melissa Burleson | Friends of the Foundation Rep | 0.5 | — |
| Sarah Hall | Friends of the Foundation Rep | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
William Z Hayes Foundation
DALLAS, TX
Assets
$629K
Grants
4
Total Given
$28K
Tr Uw Jane James Cook Item 19
DALLAS, TX
Assets
$861K
Grants
11
Total Given
$41K
Forsyth Fbo Leonard Wood Memorial
DALLAS, TX
Assets
$320K
Grants
1
Total Given
$18K
Teas Foundation
AMARILLO, TX
Assets
$3.0M
Grants
3
Total Given
$138K
Harold D Miller Endowment Fund
DALLAS, TX
Assets
$890K
Grants
1
Total Given
$44K
Amarillo Business Foundation
AMARILLO, TX
Assets
$4.2M
Grants
13
Total Given
$222K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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