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.
Key facts about Cornerstone Credit Union Foundation
- EIN
- 75-6039968
- Latest 990 filing
- Form 990 filing, 2024
- Total assets
- $2,739,365
Data from IRS Form 990 filing, 2024; updated September 2026.
Next steps with Cornerstone Credit Union Foundation
- How to evaluate Cornerstone Credit Union Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Cornerstone Credit Union Foundation with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
Financial Overview
From 2024 IRS Form 990 filing · 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
Ready to take the next step with Cornerstone Credit Union Foundation?
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 | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 2024.
Leadership & Key People
Officers and directors from IRS filings
Cornerstone Credit Union Foundation is led by Caroline Willard, President & CEO Ccul since 2022 (on filings since 2020); none of the 25 officers listed in 2024 report compensation.
Officers on the 2024 filing
Caroline Willard
President & CEO Ccul
President → President & CEO - Ccul, 2021
President & CEO - Ccul → President & CEO Ccul, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
Courtney Moran
Executive Director - Fnd
Executive Director → Executive Director - Fnd, 2021
On filings since 2020
0.5 hrs/week
$126K (2021) → $0 (2024)
Shelli McCoy
Chair
Vice Chairman → Vice Chair, 2022
Vice Chair → Chair, 2023
On filings since 2020
0.5 hrs/week
No compensation reported
Craig Rohden
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Dave Willis
Trustee & Past Foundation Chair
Treasurer → Chairman, 2021
Chairman → Trustee & Past Foundation Chair, 2023
On filings since 2020
0.5 hrs/week
No compensation reported
Kanika Boutte
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Pam Garrett
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Stephen Lark
Trustee
Trustee → Secretary, 2021
Secretary → Trustee, 2023
On filings since 2020
0.5 hrs/week
No compensation reported
Gina Wilson
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Jason Berridge
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Karyn Davis
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Ashley Bautista
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Dale Hansard
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Erik Shaw
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Lori Crutchley
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Sara Freeman
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Tammy McNair
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Tina Buttchen
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Mary Beth Spuck
Vice Chair
Trustee → Treasurer, 2021
Treasurer → Vice Chair, 2023
On filings since 2020
0.5 hrs/week
No compensation reported
Shoaib Salamat
Senior Vice President & CFO Ccul
Executive Vice President & CFO - Ccul → Vice President & CFO Ccul, 2022
Vice President & CFO Ccul → Senior Vice President & CFO Ccul, 2023
On filings since 2021
0.5 hrs/week
No compensation reported
Evan Wilson
Treasurer
On filings since 2023
0.5 hrs/week
No compensation reported
Melissa Burleson
Friends of the Foundation Representative
On filings since 2023
0.5 hrs/week
No compensation reported
Michael Dougherty
Secretary
On filings since 2023
0.5 hrs/week
No compensation reported
Ruby Alvarez
De Society Representative
On filings since 2023
0.5 hrs/week
No compensation reported
Sarah Hall
Friends of the Foundation Representative
On filings since 2023
0.5 hrs/week
No compensation reported
Former officers (24)
- Former: Andy Reed (2020–2022) — Trustee
- Former: Art Hornell (2020–2022) — Trustee
- Former: Becky Whitted (2020–2022) — Trustee
- Former: Brent Rempe (2020–2022) — Trustee
- Former: Bruce Fox (2020–2022) — Trustee
- Former: Crystal Long (2020–2022) — Trustee
- Former: Debbie Gatlin (2020–2022) — Trustee
- Former: Russell Vest (2020–2022) — Trustee
- Former: Tammy Passafiume (2020–2022) — Trustee
- Former: Micheal Walls (2022) — Trustee
- Former: Karen Hart Left In April (2021) — Senior Vice President Finance & Administration - Ccul
- Former: Michael Walls (2021) — Trustee
- Former: Angie Lutes (2020) — Trustee
- Former: David Dykes (2020) — Advisory Trustee
- Former: Donna Neal (2020) — Vice Chairman
- Former: Emily Moreno (2020) — Trustee
- Former: James Boyd (2020) — Standing Trustee
- Former: Karen Hart (2020) — CFO
- Former: Lisa Wyman (2020) — Trustee
- Former: Marina Garcia (2020) — Trustee
- Former: Phil Dysinger (2020) — Trustee
- Former: Phillip Crocker (2020) — Advisory Trustee
- Former: Rick Powell (2020) — Advisory Trustee
- Former: Staci Zale (2020) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Cornerstone Credit Union Foundation?
Cornerstone Credit Union Foundation is a nonprofit organization focused on Education, based in Plano, TX. It holds $2.7M in total assets as of 2024.
How large is Cornerstone Credit Union Foundation?
As of 2024, Cornerstone Credit Union Foundation holds $2.7M in total assets with $1.7M in annual revenue.
Where does Cornerstone Credit Union Foundation operate?
Cornerstone Credit Union Foundation has awarded grants in Oklahoma, Texas.
What is Cornerstone Credit Union Foundation's EIN?
Cornerstone Credit Union Foundation's EIN (Employer Identification Number) is 75-6039968. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Cornerstone Credit Union Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Shell USA Company Foundation
Houston, TX
Assets
$52.3M
Grants
4,650
Total Given
$16.0M
Texas Instruments Foundation
Dallas, TX
Assets
$73.0M
Grants
4,484
Total Given
$22.6M
Communities Foundation of Texas Inc
Dallas, TX
Assets
$1.2B
Grants
2,209
Total Given
$209.2M
Greater Houston Community Foundation
Houston, TX
Assets
$1.1B
Grants
1,724
Total Given
$232.3M
Celanese Foundation
Irving, TX
Assets
—
Grants
1,423
Total Given
$1.8M
Once Upon a Time Foundation
Fort Worth, TX
Assets
$276.7M
Grants
1,039
Total Given
$10.7M
Baker Hughes Foundation
Houston, TX
Assets
$2.2M
Grants
990
Total Given
$3.2M
BNSF Railway Foundation
Fort Worth, TX
Assets
—
Grants
993
Total Given
$7.0M
Community Foundation of North Texas (Tax
Fort Worth, TX
Assets
$544.9M
Grants
872
Total Given
$41.3M
The Houston Food Bank
Houston, TX
Assets
$164.4M
Grants
1,128
Total Given
$210.7M
Michael & Susan Dell Foundation
Austin, TX
Assets
—
Grants
835
Total Given
$164.6M
American Heart Association Inc
Dallas, TX
Assets
$2.0B
Grants
833
Total Given
$198.2M
More Funders in Texas
Data last updated September 2026. Sourced from IRS Form 990 filings.