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 |
|---|---|---|---|---|---|---|
| FY2025 | 990 | $13,548,239 | $13,387,432 | $19,825 | $12,246,943 | $2,200,534 |
| FY2024 | 990 | $13,170,693 | $13,049,393 | $22,500 | $10,807,727 | $1,857,350 |
| FY2023 | 990 | $12,811,380 | $12,762,860 | $10,050 | $10,040,973 | $1,361,059 |
| FY2022 | 990 | $11,726,194 | $11,642,850 | $24 | $8,321,099 | $1,358,436 |
| FY2021 | 990 | $10,935,320 | $10,520,744 | $3,520 | $8,843,524 | $1,364,055 |
| FY2020 | 990 | $8,382,180 | $9,427,759 | $2,850 | $6,773,475 | $949,479 |
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 50% 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 |
|---|---|---|---|---|
| NATIONAL CREDIT UNION FOUNDATIONMADISON, WI | LAHAINA FIRE RELIEF | $15,000 | 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 |
|---|---|---|---|
| Richard Romero | BOARD CHAIR | 5.00 | $0 |
| Mark Robnett | VICE CHAIR | 5.00 | $0 |
| Gerry Agnes | TREASURER | 5.00 | $0 |
| Jennifer Binkley | SECRETARY |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| CU RESEARCH |
| $12,500 |
| 2025 |
| ST MARKS UNITED METHODIST CHURCHCHICAGO, IL | JOHN PEMBROKE MEMORIAL FUND | $10,000 | 2023 |
| KAUAI FCULIHUE, HI | GENERAL OPERATING SUPPORT | $7,325 | 2025 |
| 5.00 |
| $0 |
| Kelly Marshall | DIRECTOR/IMMEDIATE PAST CHAIR | 5.00 | $0 |
| Deonne Christensen | DIRECTOR | 5.00 | $0 |
| Tiffany Ford | DIRECTOR | 5.00 | $0 |
| Stephanie Propps | DIRECTOR | 5.00 | $0 |
| Jim Hayes | DIRECTOR | 5.00 | $0 |
| Jerry Saalsaa | SVP/CHIEF OPERATIONS OFFICER | 40.00 | $255,158 |
| Dawn Abely | SVP/CHIEF SALES & MEMBER R | 40.00 | $281,650 |
| Tony Hill | SVP/CHIEF MARKETING OFFICER | 40.00 | $205,492 |
| Heather Mckissick | PRESIDENT/CEO | 40.00 | $428,447 |
| Curt Weier | VP FINANCE | 40.00 | $139,680 |
| Chad Helminak | VP TALENT DEVELOPMENT PROGRAMMING | 40.00 | $137,853 |
| Joette Mitchell-Miller | VP/EXECUTIVE EDUCATIONS | 40.00 | $127,500 |
| Carolyn Cereghino | VP/ SALES & MEMBER RELATIONS | 40.00 | $138,306 |
| Russell Evans | VP/SALES & MEMBER RELATIONS | 1.00 | $136,163 |
Form 990 · FY2024 · period ending Sep 30, 2024IRS bulk XML
Filing id 202520849349301232
Form 990 · FY2023 · period ending Sep 30, 2023IRS bulk XML
Filing id 202410519349301221
Form 990 · FY2022 · period ending Sep 30, 2022
Filing id 202310469349301936
Form 990 · FY2021 · period ending Sep 30, 2021
Filing id 202230539349300208
Form 990 · FY2020 · period ending Sep 30, 2020
Filing id 202112149349300546
Form 990 · FY2019 · period ending Sep 30, 2019
Filing id 202042309349302404
Form 990 · FY2018 · period ending Sep 30, 2018
Filing id 201901899349300005
Form 990 · FY2017 · period ending Sep 30, 2017
Filing id 201812279349301301
Form 990 · FY2016 · period ending Sep 30, 2016
Filing id 201720349349300102
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.