University of Wisconsin Credit Union
THE MISSION OF THE UNIVERSITY OF WISCONSIN CREDIT UNION (UWCU) IS TO ENCOURAGE THRIFT AMONG ITS MEMBERS, TO CREATE A SOURCE OF CREDIT AT A FAIR AND REASONABLE RATE OF INTEREST, TO PROVIDE AN OPPORTUNITY FOR ITS MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS AND TO PERFORM THE FUNCTIONS AND EXERCISE THE POWERS DESIGNATED TO THE CREDIT UNION UNDER APPLICABLE LAW.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.7B
+6.6% YoY
Annual Giving
$300K
Grant Count
10
Avg Grant Size
$30K
About University of Wisconsin Credit Union
Based on IRS filings
University of Wisconsin Credit Union is a nonprofit organization, based in MADISON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.7B in total assets. In 2024, it awarded 10 grants totaling $300K. Net investment income was $55.9M.
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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 | $5,653,143,610 | $5,303,715,566 | $5,145,209,271 |
| Revenue | $363,773,520 | $280,888,360 | $206,656,356 |
| Expenses | $331,784,943 | $253,257,113 | $183,972,968 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $55,946,405 | $31,598,427 | $25,782,266 |
| 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
16 grants across all recorded years
Open Grants
2 open opportunities from University of Wisconsin Credit Union
Community Values Scholarship
UNIVERSITY OF WISCONSIN CREDIT UNION
Amount
$3,000 per student
Deadline
Rolling / Open
UW Credit Union Fund for Racial Equity
UNIVERSITY OF WISCONSIN CREDIT UNION
Amount
$1.5 million total fund ($1 million Dane County, $500,000 Milwaukee area, plus $250,000 emergency grants)
Deadline
Rolling / Open
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include United Way of Dane County ($133,509), Community Shares of Wi ($28,125), Wayforward Resources Inc ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNITED WAY OF DANE COUNTY MADISON, WI | COMMUNITY OUTREACH | $133,509 |
| COMMUNITY SHARES OF WI MADISON, WI | COMMUNITY OUTREACH | $28,125 |
| WAYFORWARD RESOURCES INC MIDDLETON, WI | COMMUNITY OUTREACH | $20,000 |
| UWM FOUNDATION MILWAUKEE, WI | COMMUNITY OUTREACH | $20,000 |
| THE YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF MADISON MADISON, WI | COMMUNITY OUTREACH | $20,000 |
| PATHFINDERS MILWAUKEE INC MILWAUKEE, WI | COMMUNITY OUTREACH | $20,000 |
| OPERATION FRESH START INC MADISON, WI | COMMUNITY OUTREACH | $20,000 |
| BOYS & GIRLS CLUBS OF GREATER MILWAUKEE INC MILWAUKEE, WI | COMMUNITY OUTREACH | $20,000 |
| BAYVIEW FOUNDATION INC MADISON, WI | COMMUNITY OUTREACH | $10,000 |
| UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTIES MILWAUKEE, WI | COMMUNITY OUTREACH | $8,634 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KELLY WILSON | DIRECTOR - CHAIR | 3 | $900 |
| STEVEN RICK | DIRECTOR - VICE CHAIR | 3 | $900 |
| TERRY WARFIELD | DIRECTOR - TREASURER | 3 | $900 |
| PHYLLIS KING | DIRECTOR - SECRETARY | 3 | — |
| PAUL KUNDERT | PRESIDENT & CEO | 45 | $1,040,522 |
| BRAD MCCLAIN | EVP & CFO | 45 | $501,356 |
| JONATHAN BUNDY | EVP & CLO AND ASST CORP SECRETARY | 45 | $352,646 |
| ROB VAN NEVEL | EVP & COO | 45 | $526,193 |
| RALPH BUELLING | EVP & CIO | 45 | $412,484 |
| ANNE NORMAN | EVP & CMPSO | 45 | $342,817 |
| PAM PETERSON | EVP & CPO | 45 | $326,935 |
| TONY KONKOL | VP OF INFO TECHNOLOGY | 45 | $271,006 |
| AMY KRIEBS | SVP MEMBER SALES AND SOLUTIONS | 45 | $258,831 |
| TEO TRANDAFIR | VP OF WEALTH MANAGEMENT | 45 | $475,027 |
| AARON LAWRY | WEALTH ADVISOR | 40 | $347,235 |
| JEREMY MARSHALL | WEALTH ADVISOR | 40 | $326,093 |
| KYLE JUDD | WEALTH ADVISOR | 40 | $317,607 |
| JUSTIN NOVARA | WEALTH ADVISOR | 40 | $291,246 |
| MICHAEL CARR | DIRECTOR | 2 | $900 |
| MICHAEL COLLINS | DIRECTOR | 2 | $900 |
| KIMILA DANIELS | DIRECTOR | 2 | $900 |
| LEANA NAKIELSKI MESDJIAN | DIRECTOR | 2 | — |
| JEFFREY RUSSELL | DIRECTOR | 2 | $900 |
Frequently Asked Questions
How large is University of Wisconsin Credit Union?
As of 2024, University of Wisconsin Credit Union holds $5.7B in total assets with $363.8M in annual revenue. It awarded 10 grants totaling $300K in 2024.
Where does University of Wisconsin Credit Union operate?
University of Wisconsin Credit Union has awarded grants in Wisconsin.
What size grants does University of Wisconsin Credit Union award?
In 2024, University of Wisconsin Credit Union awarded 10 grants totaling $300K — an average of about $30K per grant, based on its IRS Form 990 filings.
What is University of Wisconsin Credit Union's EIN?
University of Wisconsin Credit Union's EIN (Employer Identification Number) is 39-0671465. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in University of Wisconsin 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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