Credit Unions Chartered in the
CREDIT UNIONS CHARTERED IN THE is based in Kalamazoo, Michigan, and its filing type is Form 990 (a public charity). Its 2024 filing reports donations to organizations, while its affiliated Advia Foundation describes its community support as investing in programs and services that make a lasting impact.
Key facts about Credit Unions Chartered in the
In short: Credit Unions Chartered in the gave $448K across 32 grants in 2024 (avg $14K), mostly in Michigan. Source: 2024 IRS Form 990 filing.
- EIN
- 38-1686050
- Latest 990 filing
- Form 990 filing, 2024
- Annual giving (2024)
- $448,177
- Grants made (2024)
- 32
- Average grant
- $14,006
- Median grant
- $10,000
- Total assets
- $3,443,898,869
- Primary geography
- Michigan (78% of itemized 2024 grant dollars)
- Deadline
- Applications are reviewed quarterly.
Data from IRS Form 990 filing, 2024; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990 filing · View filing
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
How Credit Unions Chartered in the gives
Estimate from itemized grant lists in IRS Form 990 filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The organization’s stated mission is to “provide competitive deposit and loan products to our membership base.” The Advia Foundation says it supports nonprofit organizations working in its four social-pillar areas: transportation security, food security, housing security, and financial well-being.
Its 2024 recipients included organizations whose own missions address community needs. For example, Kalamazoo Community Foundation says its mission is to mobilize people, resources, and expertise to advance racial, social, and economic justice. Community Homeworks describes its work as helping neighbors maintain safe, stable, and sustainable homes. Walworth County Food Pantry says it provides supplemental food and other essentials to people in need.
Grantmaking
The 2024 filing lists 32 payments to organizations totaling $448,177. Amounts ranged from $6,000 to $46,000, with a median of $10,000. The filing describes the payments as donations rather than grants and states that there is no monitoring after disbursement.
Review Cycle
** Applications are reviewed quarterly. Listed application deadlines are November 1, February 1, May 1, and August 1; corresponding decision dates are February 28, May 31, August 31, and November 30. Only one Advancing Lives Grant is available per applicant per calendar year.
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Geographic Focus
Where this funder awards grants
The foundation describes its service areas as Michigan, Illinois, and Wisconsin. In 2024, 78% of reported grant dollars went to recipients in Michigan, 7% each to New York, Illinois, and Wisconsin, and 1% to the District of Columbia.
Grant Distribution by State
Share of all 32 itemized 2024 grant dollars.
Cities
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
| Recipient | Purpose | Amount |
|---|---|---|
| KALAMAZOO COMMUNITY FOUNDATION Kalamazoo, MI | TO TRANSFORM COMMUNITIES AND ADVANCE EQUITY AND EDUCATION IN EVERY SECTOR, AT EVERY LEVEL, FOR EVERYONE IN KALAMAZOO COUNTY. | $46,000 |
| KALAMAZOO BASEBALL LLC Kalamazoo, MI | ATHLETIC SPONSORSHIP | $42,383 |
| YWCA Kalamazoo, MI | DEDICATED TO ELIMINATING RACISM, EMPOWERING WOMEN, AND PROMOTING PEACE, JUSTICE, FREEDOM, AND DIGNITY FOR ALL. | $37,537 |
| VAN WAGNER TWELVE HOLDINGS LLC New York, NY | SPONSORSHIP | $31,500 |
| EL CONCILIO HISPANIC AMERICAN COUNCIL Kalamazoo, MI | TO ENABLE AND PROMOTE THE PROSPERITY OF THE LATINX COMMUNITY. | $20,758 |
| BIG BROTHERS BIG SISTERS A COMMUNITY OF CARING Kalamazoo, MI | TO IGNITE POTENTIAL AND BUILD BRIGHTER FUTURES THROUGH MENTORSHIP. | $20,000 |
| ADVIA FOUNDATION Kalamazoo, MI | TO PROVIDE FINANCIAL ADVANTAGES WITHIN OUR COMMUNITIES BY ENHANCING FINANCIAL LITERACY, FURTHERING EDUCATION, AND IMPROVING OVERALL QUALITY OF LIFE. | $15,000 |
| COMMUNITY HOMEWORKS Kalamazoo, MI | COMMITTED TO CONNECTING HOMEOWNERS TO RESOURCES AND OPPORTUNITIES TO MAKE MORE LASTING CHANGE. | $15,000 |
| ECHO INC Janesville, WI | DEDICATED TO MEETING HOUSING, FOOD AND OTHER BASIC HUMAN NEEDS AND ADDRESSING THE BARRIERS TO SELF-SUFFICIENCY. | $11,000 |
| FAMILY HEALTH PARTNERSHIP Crystal Lake, IL | TO PROVIDE HIGH QUALITY HEALTH CARE SERVICES TO THE UNINSURED ADULTS OF MCHENRY COUNTY. | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Reported grant sum | Grant count |
|---|---|---|---|---|---|
| 2024 | $3,443,898,869 | $216,111,117 | $194,591,712 | $448,177 | 32 |
| 2023 | $2,987,053,945 | $183,144,775 | $148,159,132 | $161,644 | 12 |
| 2022 | $2,892,338,087 | $137,191,450 | $105,425,178 | $117,691 | 7 |
| 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 | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Donna Kalmeta as chair of the board; Richard Seim as vice chair; Martin Doorn, James Bouma, and Grace Lubwama as directors; Nicole Kalmbach as secretary; Mike Segal as treasurer; Rafael Castaneda as associate director; Jeffrey Fielder as president and CEO; and Dustin Adams as chief financial officer.
Credit Unions Chartered in the is led by Jeffrey Fielder, President & CEO since 2023 (on filings since 2020); all 20 officers listed in 2024 are compensated.
Officers on the 2024 filing
Jeffrey Fielder
President & CEO
Executive Vice President of Finance → Chief Financial Officer, 2021
Chief Financial Officer → President & CEO, 2023
On filings since 2020
40 hrs/week
$350K (2020) → $889K (2024)
Donna Kalmeta
Chair & Bod
Secretary & Bod → V. Chair & Bod, 2023
V. Chair & Bod → Chair & Bod, 2024
On filings since 2020
1 hr/week
$5K (2024)
Richard Seim
V. Chair & Bod
Director & Bod → Secretary & Bod, 2023
Secretary & Bod → V. Chair & Bod, 2024
On filings since 2022
1 hr/week
$2K (2024)
James Bouma
Director & Bod
On filings since 2021
1 hr/week
$7K (2024)
Martin Doorn
Director & Bod
V. Chair & Bod → Director & Bod, 2023
On filings since 2022
1 hr/week
$5K (2024)
Grace Lubwama
Director & Bod
On filings since 2023
1 hr/week
$8K (2024)
Christopher Schneider
Commercial Lending Manager
Manager of Commerical Services → Commercial Lending Manager, 2021
On filings since 2020
40 hrs/week
$175K (2020) → $222K (2024)
Linden Buck
Vice President of Indirect Services
On filings since 2020
40 hrs/week
$276K (2020) → $231K (2024)
Mike Segal
Treasurer & Bod
Director & Bod → Treasurer & Bod, 2021
On filings since 2020
1 hr/week
$2K (2024)
Nicole Kalmbach
Secretary & Bod
V. Chair & Bod → Chair & Bod, 2021
Chair & Bod → Secretary & Bod, 2024
On filings since 2020
1 hr/week
$7K (2024)
Raymond Black
Chief Operating Officer
Executive Vice President of Member Service → Chief Operating Officer, 2021
On filings since 2020
40 hrs/week
$307K (2020) → $381K (2024)
Renae Sisk
Chief People Officer
Vice President of Human Resources → Chief People Officer, 2023
On filings since 2020
40 hrs/week
$192K (2020) → $324K (2024)
Timothy Merwin
Chief Lending Officer
Executive Vice President of Lending → Chief Lending Officer, 2021
On filings since 2020
40 hrs/week
$313K (2020) → $387K (2024)
Eric Stoll
Vice President of Commercial Services
On filings since 2022
40 hrs/week
$199K (2022) → $219K (2024)
Nancy Loftis
Vice President of Marketing & Public Relations
Vice President of Marketing → Vice President of Marketing & Public Relations, 2024
On filings since 2022
40 hrs/week
$196K (2022) → $215K (2024)
Dustin Adams
Chief Financial Officer
On filings since 2023
40 hrs/week
$304K (2023) → $365K (2024)
Jeffrey Bolser
Chief Retail Officer
On filings since 2023
40 hrs/week
$221K (2023) → $310K (2024)
Rafael Castaneda
Associate Director & Bod
On filings since 2023
1 hr/week
$10K (2024)
Anthony Wright
Chief Financial Officer
New on the 2024 filing
40 hrs/week
$21K (2024)
Zackary Haigh
Commercial Lender III
New on the 2024 filing
40 hrs/week
$207K (2024)
Former officers (9)
- Former: Robert Moore (2021–2023) — Vice President of It
- Former: Cheryl Koncsol (2020–2022) — President & CEO
- Former: Marion Brenner (2020–2021) — Vice President of Branch Support
- Former: Marty Doorn (2020–2021) — V. Chair & Bod
- Former: Rich Seim (2020–2021) — Director & Bod
- Former: Matthew High (2021) — Director & Bod
- Former: Danielle Streed (2020) — Treasurer & Bod
- Former: Julie Birman (2020) — Director & Bod
- Former: Thomas Oehler (2020) — Commercial Credit Portfolio Administrator
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 2024 IRS filing
Contact
Mailing address: 6400 W Main St, Kalamazoo, MI 49009
Phone: (269) 382-9845
Website: https://adviacu.org
Frequently asked questions about Credit Unions Chartered in the
How much does Credit Unions Chartered in the give each year?
Credit Unions Chartered in the gave $448K across 32 grants in 2024, according to its 2024 IRS Form 990 filing. In 2023 it gave $162K across 12 grants.
What is Credit Unions Chartered in the's typical grant size?
Credit Unions Chartered in the's median grant in 2024 was $10,000, and its average grant was $14,006, across 32 grants on its 2024 IRS Form 990 filing.
Where does Credit Unions Chartered in the give grants?
Credit Unions Chartered in the gives mostly in Michigan: 78% of the grant dollars itemized on its 2024 IRS Form 990 filing went to recipients there. The next largest states were New York (7%) and Illinois (7%). The most frequent recipient cities were Kalamazoo, MI (15 grants), Port Huron, MI (3 grants) and Grand Rapids, MI (2 grants).
Does Credit Unions Chartered in the give general operating support?
Not in 2024: none of the 32 grants with a stated purpose on Credit Unions Chartered in the's 2024 IRS Form 990 filing were described as general or operating support. Recurring purposes include "Athletic Sponsorship" (3 grants).
Who are Credit Unions Chartered in the's largest grantees?
Credit Unions Chartered in the's largest 2024 grantees include Kalamazoo Community Foundation ($46,000), Kalamazoo Baseball LLC ($42,383) and YWCA ($37,537), according to its 2024 IRS Form 990 filing. Together they received 28% of its itemized 2024 grant dollars.
How large is Credit Unions Chartered in the?
Credit Unions Chartered in the reported $3.4B in total assets on its 2024 IRS Form 990 filing. Its revenue that year was $216.1M.
What does Credit Unions Chartered in the fund?
The organization’s stated mission is to “provide competitive deposit and loan products to our membership base.” The Advia Foundation says it supports nonprofit organizations working in its four social-pillar areas: transportation security, food security, housing security, and financial well-being. Its 2024 recipients included organizations whose own missions address community needs. For example, Kalamazoo Community Foundation says its mission is to mobilize people, resources, and expertise to a…
How do I apply for a grant from Credit Unions Chartered in the?
The 2024 filing lists 32 payments to organizations totaling $448,177. Amounts ranged from $6,000 to $46,000, with a median of $10,000. The filing describes the payments as donations rather than grants and states that there is no monitoring after disbursement. Among the largest listed payments were $46,000 to Kalamazoo Community Foundation, $42,383 to Kalamazoo Baseball LLC for athletic sponsorship, $37,537 to YWCA, and $31,500 to Van Wagner Twelve Holdings LLC for sponsorship. Other recipients …
What is Credit Unions Chartered in the's EIN?
Credit Unions Chartered in the's EIN (Employer Identification Number) is 38-1686050. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Here's the math on researching Credit Unions Chartered in the by hand.
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