This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $52,175,623 | $40,913,939 | $24,685 | $1,037,809,507 | $128,896,818 |
| FY2023 | 990 | $41,938,236 | $31,660,328 | $7,556 | $1,000,837,841 | $111,743,708 |
| FY2022 | 990 | $31,220,940 | $23,336,386 | $32,491 | $1,013,412,754 | $96,684,125 |
| FY2021 | 990 | $27,617,158 | $21,732,525 | $0 | $1,021,053,305 | $117,215,419 |
| FY2020 | 990 | $28,644,965 | $22,966,095 | $0 | $948,904,124 | $116,458,916 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| CREDIT UNION NATIONAL ASSOCIATIONMILWAUKEE, WI | GENERAL SUPPORT | $24,685 | 2024 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joseph Trosclair | PRESIDENT | 40.00 | $702,204 |
| James Wenner | CHAIR | 2.00 | $0 |
| Sarah Schmit | VICE CHAIR | 2.00 | $0 |
| Robert Reiser | TREASURER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| GENERAL SUPPORT |
| $15,000 |
| 2022 |
| CREDIT UNION NATIONAL ASSOCIATIONMILWAUKEE, WI | GENERAL SUPPORT | $7,556 | 2023 |
| 2.00 |
| $0 |
| Tolani Odutayo | SECRETARY | 2.00 | $0 |
| Mark Stoffel | DIRECTOR | 2.00 | $0 |
| Doan Nguyen | DIRECTOR | 2.00 | $0 |
| Jacqueline Dioguardi | DIRECTOR | 2.00 | $0 |
| Christine Amann | DIRECTOR | 2.00 | $0 |
| Jon Berndt | SENIOR VICE PRESIDENT, CFO | 40.00 | $309,742 |
| Kenneth Keifer | SENIOR VICE PRESIDENT, LEN | 40.00 | $253,019 |
| Brady Van Heirseele | SENIOR VICE PRESIDENT, IT/ | 40.00 | $250,180 |
| Jennifer Pestikas | SENIOR VICE PRESIDENT, BUS | 40.00 | $246,277 |
| Jennifer Dzbinski | VICE PRESIDENT, SERVICE & | 40.00 | $184,153 |
| Danielle Herbrechtsmeier | DIRECTOR OF ADMINISTRATION | 40.00 | $177,110 |
| Janet Osborn | DIRECTOR OF ACCOUNTING | 40.00 | $152,119 |
| Jason Robleski | DIRECTOR OF MARKETING | 40.00 | $144,314 |
| Jeffrey Dempski | SENIOR UNDERWRITING MANAGE | 40.00 | $141,082 |
| Sachet Kamin | DIRECTOR OF RISK | 40.00 | $147,235 |
| Adam Schmidt | FINANCE MANAGER | 40.00 | $122,315 |
| Deborah Zimmerman | SENIOR PRODUCT MANAGER | 40.00 | $118,152 |
Form 990 · FY2024 · period ending Dec 31, 2024IRS bulk XML
Filing id 202541629349301014
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202421349349303312
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202313049349301756
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202221319349306197
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202131379349302708
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201941359349307224
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201841869349300954
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201712219349301006
Form 990 · FY2015 · period ending Dec 31, 2015
Filing id 201642879349301319
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.