Credit Unions Chartered in the State of Michigan
Credit Unions Chartered in the State of Michigan is a member-owned credit union based in Kalamazoo, Michigan, and the 2024 filing identifies its filing type as Form 990 (a public charity). Founded in 1935, it provides deposit and loan products to its members and supports community programs and organizations through the Advia Foundation.
Key facts about Credit Unions Chartered in the State of Michigan
In short: Credit Unions Chartered in the State of Michigan gave $448K across 32 grants in 2024 (avg $14K), mostly in Michigan. Source: 2024 IRS Form 990.
- EIN
- 38-1686050
- Latest 990 filing
- Form 990, 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)
- How to apply
- Submit the online grant application. Full details ↓
- Deadline
- The listed annual application deadlines are November 1, February 1, May 1, and August 1, with decisions by February…
Data from IRS Form 990, 2024; updated October 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 · 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 State of Michigan 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 mission, as stated in its 2024 filing, is to provide competitive deposit and loan products to its membership base. The Advia Foundation says it provides financial advantages in communities by enhancing financial literacy, furthering education, and improving overall quality of life.
The foundation’s four stated social pillars are transportation security, food security, housing security, and financial well-being. Its evaluation criteria also include affordable housing, food insecurity, reliable transportation, financial empowerment, community impact, service to diverse and at-risk populations, organizational planning, project readiness, and the likelihood that a proposed project can be completed.
The 2024 recipients illustrate the range of organizations supported. Kalamazoo Community Foundation, which received $46,000, says its mission is to mobilize people, resources, and expertise to advance racial, social, and economic justice. YWCA Kalamazoo, which received $37,537, describes its work as dedicated to social justice, raising women’s economic status, eliminating racism, and empowering women. Hispanic American Council Inc., recipient of $20,758, says it works to promote the prosperity of a thriving Latino community. Big Brothers Big Sisters of Kalamazoo, recipient of $20,000, describes its mission as creating and supporting one-to-one mentoring relationships for youth. Community Homeworks Inc., recipient of $15,000, says it empowers neighbors to maintain safe, stable, and sustainable homes.
Grantmaking
The 2024 filing reports 32 itemized grants totaling $448,177. Awards ranged from $6,000 to $46,000, with a median of $10,000. The filing also says amounts paid to organizations are considered donations, with no monitoring after disbursement.
Among the larger 2024 payments were $46,000 to Kalamazoo Community Foundation, $42,383 to Kalamazoo Baseball LLC for athletic sponsorship, $37,537 to YWCA in Kalamazoo, $31,500 to Van Wagner Twelve Holdings LLC for sponsorship, and $20,758 to El Concilio Hispanic American Council. Other listed payments included $20,000 to Big Brothers Big Sisters A Community of Caring and $15,000 each to Advia Foundation and Community Homeworks.
For nonprofit applicants, the Advia Foundation website describes the Advancing Lives Grant as an online application reviewed by its Advancing Lives Committee. The process may take four to six months, and applicants may be asked to present to the foundation’s board. Applicants are notified of the decision; an award may be full, partial, or declined. A grant agreement must be signed and returned before payment, and recipients must report project outcomes before applying again.
Eligibility is limited to nonprofit organizations residing within Advia Credit Union’s designated field of membership. Applicants must be tax-exempt nonprofits under Section 501(c)(3), or use an eligible fiscal sponsor, and must have at least one staff member, volunteer, or board member who belongs to Advia Credit Union. The website lists exclusions including endowment campaigns, political or partisan organizations, building or operating funds, staff salaries, individual aid or hardship funding, certain religious, ethnic, labor, or fraternal groups, and debt reduction. Only one Advancing Lives Grant is available per applicant per calendar year.
Review Cycle
The listed annual application deadlines are November 1, February 1, May 1, and August 1, with decisions by February 28, May 31, August 31, and November 30, respectively. As of October 2, 2026, the next listed deadline is November 1, 2026, with decisions scheduled by February 28, 2027.
How to Apply
Submit the online grant application.
Ready to take the next step with Credit Unions Chartered in the State of Michigan?
Geographic Focus
Where this funder awards grants
The foundation says it supports nonprofit organizations across Michigan, Illinois, and Wisconsin, and its evaluation considers benefit to communities across Advia’s service areas in those states. In 2024, 78% of reported grant dollars went to recipients in Michigan; the remaining shares were New York 7%, Illinois 7%, Wisconsin 7%, and Washington, DC 1%.
Grant Distribution by State
Share of 2024 grant dollars across all 32 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $59K (2020) to $448K (2024). In 2024 it made 32 grants totaling $448K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Kalamazoo Community Foundation ($46K). Together the top 10 received $249K.
Grant Size Distribution
57 grants across all recorded years
The most common grant size was under $50K: 57 grants of 57 (100%).
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 |
| Net Investment Income | $39,149,608 | $34,790,379 | $19,226,458 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 12, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 14, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 14, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 17, 2025)
- 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; and Rafael Castaneda as associate director. Jeffrey Fielder is listed as president and CEO, and Dustin Adams as chief financial officer.
Credit Unions Chartered in the State of Michigan 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
The highest reported compensation on the 2024 filing was $889K, to Jeffrey Fielder (President/CEO). 20 officers or directors reported compensation on that filing.
Contact
Mailing address: 6400 W Main St, Kalamazoo, MI 49009
Phone: (269) 382-9845
Frequently asked questions about Credit Unions Chartered in the State of Michigan
How much does Credit Unions Chartered in the State of Michigan give each year?
Credit Unions Chartered in the State of Michigan gave $448K across 32 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $162K across 12 grants.
What is Credit Unions Chartered in the State of Michigan's typical grant size?
Credit Unions Chartered in the State of Michigan's median grant in 2024 was $10,000, and its average grant was $14,006, across 32 grants on its 2024 IRS Form 990.
Where does Credit Unions Chartered in the State of Michigan give grants?
Credit Unions Chartered in the State of Michigan gives mostly in Michigan: 78% of the grant dollars itemized on its 2024 IRS Form 990 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 State of Michigan give general operating support?
Not in 2024: none of the 32 grants with a stated purpose on Credit Unions Chartered in the State of Michigan's 2024 IRS Form 990 were described as general or operating support. Recurring purposes include "Athletic Sponsorship" (3 grants).
Who are Credit Unions Chartered in the State of Michigan's largest grantees?
Credit Unions Chartered in the State of Michigan'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. Together they received 28% of its itemized 2024 grant dollars.
How large is Credit Unions Chartered in the State of Michigan?
Credit Unions Chartered in the State of Michigan reported $3.4B in total assets on its 2024 IRS Form 990. Its revenue that year was $216.1M.
What does Credit Unions Chartered in the State of Michigan fund?
The organization’s mission, as stated in its 2024 filing, is to provide competitive deposit and loan products to its membership base. See mission & focus areas ↑
How do I apply for a grant from Credit Unions Chartered in the State of Michigan?
Submit the online grant application. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Credit Unions Chartered in the State of Michigan's EIN?
Credit Unions Chartered in the State of Michigan's EIN (Employer Identification Number) is 38-1686050. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
Here's the math on researching Credit Unions Chartered in the State of Michigan by hand.
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More Funders in Michigan
Credit Unions Chartered in the State of Michigan down — hundreds of funders to go?