Everwise Credit Union
State Chartered Credit Union
Everwise Credit Union at a glance
In short: Everwise Credit Union gave $306K across 1 grant in 2024 (avg $306K), mostly in Indiana. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $305,964
- -1.0% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $305,964
- -1.0% vs 2023
- Median grant
- $305,964
- Total assets
- $5,252,696,962
- +1.5% vs 2023
- Primary geography
- Indiana (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Everwise Credit Union funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Everwise Foundation ($306K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $250–500K range: 3 grants of 4 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Everwise Credit Union gives
- Giving grew 112% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $144K (2021) to $309K (2023). In 2024 it made 1 grant totaling $306K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $5,252,696,962 | $329,956,987 | $301,285,359 | $305,964 | 1 | $35,525,158 |
| 2023 | $5,173,106,431 | $286,472,569 | $252,322,312 | $309,028 | 1 | $25,975,058 |
| 2022 | $4,871,999,188 | $234,639,519 | $175,893,067 | $304,699 | 1 | $20,199,732 |
| 2021 | $4,498,999,331 | $198,079,661 | $162,672,107 | $144,304 | 1 | $16,801,792 |
About Everwise Credit Union
Based on IRS filings
Everwise Credit Union is a public charity, 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 grant totaling $306K. Net investment income was $35.5M.
Leadership & Key People
Officers and directors from IRS filings
Everwise Credit Union is led by Jason Osterhage, President & CEO since 2024 (on filings since 2022); all 24 officers listed in 2024 are compensated.
Officers on the 2024 filing
Jason Osterhage
President & CEO
CEO Started → CEO, 2023
CEO → President & CEO, 2024
On filings since 2022
45 hrs/week
$630K (2022) → $744K (2024)
Waylon Peterson
President & Everwise Wealth Management
Interm CEO Started → President & Everwise Investment Services, 2022
President & Everwise Investment Services → President & Everwise Wealth Management, 2024
On filings since 2021
45 hrs/week
$537K (2021) → $445K (2024)
Vincent Henderson
Chairman
New on the 2024 filing
5 hrs/week
$53K (2024)
Daniel Rousseve
Chief Information Officer
Senior Vice President Chief Information Officer → Chief Information Officer, 2024
On filings since 2021
45 hrs/week
$478K (2021) → $346K (2024)
David Aranowski
Assistant Treasurer
Board Member → Assistant Treasurer, 2024
On filings since 2021
5 hrs/week
$43K (2021) → $36K (2024)
Diane Maas
Treasurer
Board Member → Treasurer, 2022
On filings since 2021
5 hrs/week
$44K (2021) → $41K (2024)
Jackie Morales
Assistant Secretary
Board Member → Assistant Secretary, 2024
On filings since 2021
5 hrs/week
$39K (2021) → $36K (2024)
John Myers
Board Member
Secretary → Board Member, 2024
On filings since 2021
5 hrs/week
$47K (2021) → $40K (2024)
Nicole Alcorn
Vice President & Chief Member Experience Officer
Chief Member Experience Officer → Vice President & Chief Member Experience Officer, 2024
On filings since 2021
45 hrs/week
$284K (2021) → $399K (2024)
Randall Tarter
Financial Advisor III
Financial Planner II → Financial Advisor III, 2023
On filings since 2021
45 hrs/week
$463K (2021) → $408K (2024)
Shirley Golichowski
Board Member
Assistant Secretary → Board Member, 2024
On filings since 2021
5 hrs/week
$41K (2021) → $37K (2024)
Thea Kelly
Vice Chairman
Vice Chair → Vice Chairman, 2024
On filings since 2021
5 hrs/week
$44K (2021) → $38K (2024)
Todd Brown
Chief Financial Officer
Senior Vice President Chief Financial Officer → Chief Financial Officer, 2024
On filings since 2021
45 hrs/week
$567K (2021) → $376K (2024)
Victoria Partaker
Mortgage Sales Manager
On filings since 2021
45 hrs/week
$847K (2021) → $363K (2024)
Daniel Woodhouse
Financial Advisor III
On filings since 2023
45 hrs/week
$372K (2023) → $431K (2024)
Angela Dvorak
Chief Marketing & Growth Officer
New on the 2024 filing
45 hrs/week
$278K (2024)
Arthur Vasquez
Board Member
New on the 2024 filing
5 hrs/week
$33K (2024)
James Dubois
Secretary
New on the 2024 filing
5 hrs/week
$40K (2024)
Lyndsay Miller
Chief Legal & Risk Officer
New on the 2024 filing
45 hrs/week
$114K (2024)
Michael London
Chief of Account & Credit Operations
New on the 2024 filing
45 hrs/week
$198K (2024)
Nancy Engelmann
Chief Human Resources Officer
New on the 2024 filing
45 hrs/week
$364K (2024)
Norman Buchanan
Chief Strategic Bus. Transformation Officer
New on the 2024 filing
45 hrs/week
$329K (2024)
Paul Letourneau
Senior Vice President Commercial Credit & Specialty Finance
New on the 2024 filing
45 hrs/week
$204K (2024)
Richard Green
Sba & Usda Relationship Manager
New on the 2024 filing
45 hrs/week
$303K (2024)
Former officers (11)
- Former: Chad Douglass (2021–2023) — Senior Vice President Chief Lending Officer
- Former: Jim Dubois (2021–2023) — Board Member
- Former: Vince Henderson (2021–2023) — Chairman
- Former: Jeneen L Crane (2022–2023) — Vice President
- Former: Angela L Zimski (2023) — Mortgage Loan Originator
- Former: Alberto Gonzalez (2021–2022) — External Mortgage Originator
- Former: Timothy Landry (2022) — Vice President Commercial Loan Officer
- Former: Louise M Arsenault (2021) — Senior Vice President General Counsel & CCO
- Former: Paul Marsh (2021) — CEO
- Former: Shawn McArdle (2021) — Mortgage Manager
- Former: Teresa Dahlgren (2021) — Mortgage Sales Manager
Data from IRS Form 990 filings, 2021–2024. "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 $744K, to Jason Osterhage (President & CEO). 24 officers or directors reported compensation on that filing.
Frequently asked questions about Everwise Credit Union
How much does Everwise Credit Union give each year?
Everwise Credit Union gave $306K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $309K across 1 grant.
How large is Everwise Credit Union?
Everwise Credit Union reported $5.3B in total assets on its 2024 IRS Form 990. Its revenue that year was $330.0M.
Where does Everwise Credit Union operate?
Everwise Credit Union has awarded grants in Indiana.
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.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS November 15, 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 13, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2021–2024
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Figures come from Everwise Credit Union's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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