Everwise Credit Union
State Chartered Credit Union
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.3B
+1.5% YoY
Annual Giving
$306K
-1.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$306K
-1.0% YoY
About Everwise Credit Union
Based on IRS filings
Everwise Credit Union is a nonprofit organization, based in SOUTH BEND, IN. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $5.3B in total assets. In 2024, it awarded 1 grants totaling $306K. Net investment income was $35.5M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,252,696,962 | $5,173,106,431 | $4,871,999,188 |
| Revenue | $329,956,987 | $286,472,569 | $234,639,519 |
| Expenses | $301,285,359 | $252,322,312 | $175,893,067 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $35,525,158 | $25,975,058 | $20,199,732 |
| 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 1 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Everwise Foundation ($305,964).
| Recipient | Purpose | Amount |
|---|---|---|
| Everwise Foundation South Bend, IN | The grant is a set funding amount from Everwise Credit Union for community involvement on an annual basis. These funds are then contributed to qualified organizations based on the vision and bylaws of the Everwise Foundation. | $305,964 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| David Aranowski | Assistant Treasurer | 5 | $36,000 |
| Diane Maas | Treasurer | 5 | $41,169 |
| Jackie Morales | Assistant Secretary | 5 | $36,000 |
| James Dubois | Secretary | 5 | $40,234 |
| Thea Kelly | Vice Chairman | 5 | $37,800 |
| Vincent Henderson | Chairman | 5 | $52,505 |
| Arthur Vasquez | Board Member (STARTED 05/2024) | 5 | $32,700 |
| John Myers | Board member | 5 | $39,975 |
| Shirley Golichowski | Board member | 5 | $36,900 |
| ANGELA DVORAK | CHIEF MARKETING & GROWTH OFFICER | 45 | $277,888 |
| Daniel Rousseve | Chief Information Officer | 45 | $345,998 |
| Jason Osterhage | President & CEO | 45 | $744,495 |
| LYNDSAY MILLER | CHIEF LEGAL & RISK OFFICER (START 07/2024) | 45 | $114,398 |
| MICHAEL LONDON | CHIEF OF ACCOUNT & CREDIT OPERATIONS (START 04/2024) | 45 | $198,252 |
| Nancy Engelmann | Chief Human Resources Officer | 45 | $364,090 |
| Norman Buchanan | Chief Strategic Bus. Transformation Officer | 45 | $328,712 |
| PAUL LETOURNEAU | SR VP COMMERCIAL CREDIT & SPECIALTY FINANCE (START 03/2024) | 45 | $204,468 |
| Todd Brown | Chief Financial Officer | 45 | $376,380 |
| Waylon Peterson | President, Everwise Wealth Management | 45 | $445,432 |
| Daniel Woodhouse | Financial Advisor III | 45 | $430,619 |
| Nicole Alcorn | VP, Chief Member Experience Officer | 45 | $398,828 |
| Randall Tarter | Financial Advisor III | 45 | $407,524 |
| RICHARD GREEN | SBA & USDA RELATIONSHIP MANAGER | 45 | $302,794 |
| Victoria Partaker | Mortgage Sales Manager | 45 | $363,479 |
Frequently Asked Questions
How large is Everwise Credit Union?
As of 2024, Everwise Credit Union holds $5.3B in total assets with $330.0M in annual revenue. It awarded 1 grants totaling $306K in 2024.
Where does Everwise Credit Union operate?
Everwise Credit Union has awarded grants in Indiana.
What size grants does Everwise Credit Union award?
In 2024, Everwise Credit Union awarded 1 grants totaling $306K — an average of about $306K per grant, based on its IRS Form 990 filings.
What is Everwise Credit Union's EIN?
Everwise Credit Union's EIN (Employer Identification Number) is 35-0702986. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Everwise Credit Union's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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