Credit Unions Chartered in the
PROVIDE COMPETITIVE DEPOSIT AND LOAN PRODUCTS TO OUR MEMBERSHIP BASE.
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$3.4B
+15.3% YoY
Annual Giving
$448K
+177.3% YoY
Grant Count
32
+166.7% YoY
Avg Grant Size
$14K
+4.0% YoY
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,443,898,869 | $2,987,053,945 | $2,892,338,087 |
| Revenue | $216,111,117 | $183,144,775 | $137,191,450 |
| Expenses | $194,591,712 | $148,159,132 | $105,425,178 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $39,149,608 | $34,790,379 | $19,226,458 |
| 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 10 recipients in 2024
Grant Size Distribution
57 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Credit Unions Chartered in the fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DONNA KALMETA | CHAIR/BOD | 1 | $5,176 |
| RICHARD SEIM | V. CHAIR/BOD | 1 | $2,334 |
| MARTIN DOORN | DIRECTOR/BOD | 1 | $5,140 |
| NICOLE KALMBACH | SECRETARY/BOD | 1 | $6,549 |
| JAMES BOUMA | DIRECTOR/BOD | 1 | $6,602 |
| MIKE SEGAL | TREASURER/BOD | 1 | $1,663 |
| GRACE LUBWAMA | DIRECTOR/BOD | 1 | $8,403 |
| RAFAEL CASTANEDA | ASSOCIATE DIRECTOR/BOD | 1 | $10,019 |
| JEFFREY FIELDER | PRESIDENT/CEO | 40 | $888,723 |
| DUSTIN ADAMS | CHIEF FINANCIAL OFFICER | 40 | $365,120 |
| ANTHONY WRIGHT | CHIEF FINANCIAL OFFICER | 40 | $21,228 |
| RAYMOND BLACK | CHIEF OPERATING OFFICER | 40 | $380,913 |
| TIMOTHY MERWIN | CHIEF LENDING OFFICER | 40 | $387,454 |
| RENAE SISK | CHIEF PEOPLE OFFICER | 40 | $323,717 |
| JEFFREY BOLSER | CHIEF RETAIL OFFICER | 40 | $309,741 |
| LINDEN BUCK | VP OF INDIRECT SERVICES | 40 | $230,705 |
| ERIC STOLL | VP OF COMMERCIAL SERVICES | 40 | $218,611 |
| ZACKARY HAIGH | COMMERCIAL LENDER III | 40 | $207,381 |
| NANCY LOFTIS | VP OF MARKETING/PUBLIC RELATIONS | 40 | $215,477 |
| CHRISTOPHER SCHNEIDER | COMMERCIAL LENDING MANAGER | 40 | $222,478 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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