FOUNDATION RESOURCES PROMOTE CREDIT UNION DEVELOPMENT, HELP EDUCATE CREDIT UNION STAFF AND VOLUNTEERS, SUPPORT PROGRAMMING TO ENHANCE FINANCIAL LITERACY, AND SUPPORT THE CREDIT UNION SYSTEM IN TIMES OF NEED.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$876K
+5.2% YoY
Annual Giving
$125K
-7.5% YoY
Grant Count
12
+9.1% YoY
Avg Grant Size
$10K
-15.2% YoY
About Wisconsin Credit Union Foundation Inc
Based on IRS filings
Wisconsin Credit Union Foundation Inc is a nonprofit organization focused on Education, based in MADISON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $876K in total assets. In 2024, it awarded 12 grants totaling $125K. Net investment income was $21K.
Focus Areas
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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 | $875,926 | $832,444 | $828,770 |
| Revenue | $299,368 | $210,489 | $210,253 |
| Expenses | $245,597 | $214,137 | $176,882 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $20,560 | $8,522 | $2,608 |
| 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
43 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Focus Credit Union ($20,100), Wea Credit Union ($15,000), Guardian Credit Union ($12,150).
| Recipient | Purpose | Amount |
|---|---|---|
| GUARDIAN CREDIT UNION OAK CREEK, WI | TO INCREASE OUTREACH TO UNDERSERVED COMMUNITIES WITHIN FIELD OF MEMBERSHIP. | $12,150 |
| CO-OP CREDIT UNION BLACK RIVER FALLS, WI | FOR 'BUILDING FINANCIAL STRENGTH' PROGRAM. | $6,000 |
| FORT COMMUNITY CREDIT UNION FORT ATKINSON, WI | TO SUPPORT MOBILE FINANCIAL EMPOWERMENT PROGRAM. | $10,000 |
| EVERGREEN CREDIT UNION NEENAH, WI | TO SUPPORT PHYSICAL AND DIGITAL MARKETING. | $5,091 |
| FOCUS CREDIT UNION MENOMONEE FALLS, WI | TO BRING FINANCIAL EDUCATION TO MEMBERS ON THE MARGIN AND TO FUND AN ADA RAMP CONVERSION. | $20,100 |
| BADGER GLOBE CREDIT UNION NEENAH, WI | TO PURCHASE COMPUTER/ANCILLARY DEVICES TO REPLACE AGING HARDWARE AND SUPPORT CORE CONVERSION. | $10,100 |
| LAKEWOOD CREDIT UNION RIB LAKE, WI | TO FUND TECHNOLOGY UPGRADES. | $8,890 |
| PUBLIC SERVICE CREDIT UNION WAUSAU, WI | TO IMPLEMENT SHARE DRAFT ACCOUNTS AND DEBIT CARDS. | $8,385 |
| SERVICE CREDIT UNION GREEN BAY, WI | TO IMPLEMENT DIGITAL WALLETS FOR DEBIT CARDS. | $9,700 |
| WEA CREDIT UNION MADISON, WI | TO FUND INSTANT ISSUE AND CONTACTLESS PAYMENT PROJECT. | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LISA PALMA | CHAIR | 0.19 | — |
| CHRIS FELTON | TREASURER | 0.19 | — |
| SHELLY MELLENBERGER | VICE CHAIR | 0.19 | — |
| JAMI OLCOTT | SECRETARY (FROM MAY 2024) | 0.19 | — |
| BRETT THOMPSON | DIRECTOR | 0.19 | — |
| CHRIS MOCZYNSKI | DIRECTOR | 0.19 | — |
| BRANDON RIECHERS | DIRECTOR | 0.19 | — |
| LORA BENRUD | VICE CHAIR (THRU MAY 2024) | 0.19 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Wisconsin Credit Union Foundation Inc?
Wisconsin Credit Union Foundation Inc is a nonprofit organization focused on Education, based in MADISON, WI. It holds $876K in total assets as of 2024.
How large is Wisconsin Credit Union Foundation Inc?
As of 2024, Wisconsin Credit Union Foundation Inc holds $876K in total assets with $299K in annual revenue. It awarded 12 grants totaling $125K in 2024.
Where does Wisconsin Credit Union Foundation Inc operate?
Wisconsin Credit Union Foundation Inc has awarded grants in Wisconsin.
What size grants does Wisconsin Credit Union Foundation Inc award?
In 2024, Wisconsin Credit Union Foundation Inc awarded 12 grants totaling $125K — an average of about $10K per grant, based on its IRS Form 990 filings.
What is Wisconsin Credit Union Foundation Inc's EIN?
Wisconsin Credit Union Foundation Inc's EIN (Employer Identification Number) is 26-0819612. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Wisconsin Credit Union Foundation Inc'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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