NATIONAL CREDIT UNION FOUNDATION
5710 MINERAL POINT ROAD PO BOX 431, MADISON, WI 53705 http://WWW.NCUF.COOP

Total Revenue
$3,541,036
Total Expenses
$3,104,525
Net Assets
$6,162,356

Organizations Filed Purposes: THE NATIONAL CREDIT UNION FOUNDATION (THE FOUNDATION) IS THE PRIMARY NATIONAL PHILANTHROPIC PROGRAM PROVIDER, FUNDRAISER, GRANT MAKER FOR AMERICA'S NEARLY 7,000 CREDIT UNIONS SERVING APPROXIMATELY 100 MILLION MEMBERS. THE FOUNDATION'S MISSION IS TO WORK AS "A CATALYST TO IMPROVE PEOPLE'S FINANCIAL LIVES THROUGH CREDIT UNIONS." THROUGH FOUNDATION GRANTS AND PROGRAMS, CREDIT UNIONS PROVIDE WIDESPREAD FINANCIAL EDUCATION, CREATE GREATER ACCESS TO AFFORDABLE FINANCIAL SERVICES, AND EMPOWER MORE CONSUMERS TO SAVE, BUILD ASSETS AND OWN HOMES.

DEVELOPMENT EDUCATION (DE) - DE IS A 7 DAY FULL IMMERSION PROGRAM THAT FOCUSES ON A MELDING OF THE INTERNATIONAL OPERATING PRINCIPLES OF CREDIT UNIONS AND 12 GLOBAL DEVELOPMENT ISSUES (I.E. HEALTH, HOUSING, ACCESS TO CREDIT, SAVINGS MOBILIZATION, APPROPRIATE TECHNOLOGY, INCOME GENERATION, EDUCATION, EMPLOYMENT, WOMEN IN DEVELOPMENT, ENVIRONMENT, DEMOCRATIC INSTITUTIONS AND HUNGER) TO BUILD A TRANSFORMATIONAL LEARNING EXPERIENCE FOR OUR PARTICIPANTS. DURING THE WEEK, TRAINEES DELVE INTO THE HISTORY AND PHILOSOPHY OF CREDIT UNIONS THROUGH THE NOT FOR PROFIT BUT FOR SERVICE LEARNING MAP, THEY VISIT NON-FINANCIAL COOPERATIVES TO LEARN HOW THE COOPERATIVE PRINCIPLES ARE USED, THEY "LIVE THE LIFE OF A FAMILY LIVING IN POVERTY" THROUGH A LIFE SIMULATION AND MYSTERY SHOP CREDIT UNIONS, BANKS AND ALTERNATIVE FINANCIAL PROVIDERS. ALL THIS IS ADDED TO DYNAMIC SPEAKERS, TONS OF GROUP WORK AND FINAL PRESENTATIONS MAKES IT A MEMORABLE EXPERIENCE FOR ALL. SINCE THE PROGRAM'S INCEPTION MORE THAN 1400 CREDIT UNION PROFESSIONALS HAVE ACHIEVED THE DE CERTIFICATION AND USED THIS NEW KNOWLEDGE TO INCREASE FINANCIAL SERVICES TO MEMBERS AND COMPLETE COMMUNITY AND GLOBAL SERVICE PROJECTS. IN 2014 WE TRAINED 125 INDIVIDUALS.

BIZ KID$ IS A FINANCIAL LITERACY INITIATIVE THAT INCLUDES AN AWARD WINNING TV SERIES, FREE FINANCIAL LITERACY CURRICULUM, OUTREACH ACTIVITES, A WEBSITE AND SOCIAL MEDIA PRESENCE TARGETING CHILDREN 9 - 16 YEARS OLD. ITS FOCUS IS TO HELP KIDS MAKE AND MANAGE MONEY. IN 2014, THE FOUNDATION: 1. DEVELOPED A TOOLKIT ON HOW TO CREATE SUMMER FINANCIAL LITERACY CAMPS AND BUSINESS PLAN COMPETITIONS UTILIZING BIZKID$. 2. DEVELOPED A TOOLKIT BASED ON A LIFE ON THE EDGE REALITY FAIR FOR HIGH SCHOOL STUDENTS THAT IS DESIGNED TO POSITION STUDENTS TO MAKE LIFE-SPENDING CHOICES WITH REGARD TO THEIR INCOME. UPON COMPLETION OF THE SIMULATION, STUDENTS SHOULD HAVE AN UNDERSTANDING OF THE IMPORTANCE OF TRACKING THEIR SPENDING AND THE IMPACT OF THEIR SPENDING HABITS. 3. DEVELOPED AN EDUCATION GAME HOUSED ON THE BIZ KID$ WEBSITE THAT IS FOCUSED ON UNDERSTANDING SAVINGS, DEBT, RISK AND REWARD. THE GAME IS TARGETED AT AN OLDER MIDDLE SCHOOL/EARLY HIGH SCHOOL AUDIENCE AND INCLUDES GAMIFICATION STRATEGIES TO KEEP KIDS ENGAGED AND CHALLENGED. 4. CREATED 39 NEW LESSON PLANS GEARED TOWARD HIGH SCHOOL LESSON PLANS THAT FIT INTO PERSONAL FINANCE, SOCIAL STUDIES, ECONOMICS OR ENTREPRENEURSHIP CLASSES. THE LESSON PLANS HAVE THE SAME LOOK AND FEEL AS THE EXISTING LESSONS INCLUDING THE EASE FOR TEACHERS TO HAVE THE FLEXIBILITY OF INCORPORATING A SINGLE EXPERIENCE WITH ONE LESSON ACTIVITY OR ADAPT THE LESSONS INTO A COMPLETE CURRICULUM UNIT. 5. LAUNCHED A NEW INTERACTIVE TEACHERS PAGE ON THE BIZ KID$ WEBSITE THAT HOUSES ALL OF THE LESSON PLANS AND STATE AND NATIONAL MAPPING DOCUMENTS. CREATED A NEW BUSINESS RESOURCE PAGE ON THE BIZ KID$ WEBSITE FOR KIDS AND FAMILIES THAT IS A POWERFUL TOOL FOR YOUNG ENTERPRENEURS AND FOR FAMILIES OF THE STUDENTS USING BIZ KID$ TO CONTINUE THE LEARNING AND FINANCIAL EDUCATION CONVERSATION AT HOME. 6. MAPPED BIX KID$ EPISODES AND COMPANION CURRICULUM TO TWENTY ADDTIONAL INDIVIDUAL STATE STANDARDS. THE MAPPING IS DONE IN THE AREAS OF MATH, HISTORY, ECONOMICS AND FINANCIAL EDUCATION WHERE THOSE STANDARDS EXIST. 7. PARTNERED WITH CREDIT UNION FOR KIDS TO PROVIDE ALL 158 CHILDREN'S MIRACLE HOSPITALS IN THE UNITED STATES WITH BIZ KID$ DVD BOX SETS. THE BIZ KID$ BOX SETS PROVIDED A SOURCE OF ENTERTAINMENT AND FINANCIAL EDUCATION FOR FAMILIES THAT NEED BOTH AT A VERY DIFFICULT TIME. 8. EXPANDED BIZ KID$ OUTREACH TO EDUCATORS AND INFLUENCERS IN BOTH THE EDUCATION AND FINANCIAL EDUCATION COMMUNITY AS WELL AS THE CREDIT UNION COMMUNITY BY PARTICIPATING IN NATIONAL CONFERENCES AND MEETINGS AND DISTRIBUTING BIZ KID$ MATERIALS AND INFORMATION TO THESE AUDIENCES. 9. FUNDED INNOVATIVE PROGRAMS THAT IMPROVE THE FINANCIAL EDUCATION OF YOUTH THROUGH THE USE OF THE BIZ KID$ PROGRAM. PROJECTS HAVE ENGAGED TEACHERS, STUDENTS, EDUCATION LEADERS AND COMMUNITY STAKEHOLDERS THROUGH EVENTS, ACTIVITES AND CURRICULUM DISTRIBUTION.


Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

Name Title Hours Per Week Total Salary
CHRISTIANE G HYLAND EXECUTIVE DIRECTOR 40.00 $291,700
THOMAS CANDELL DEPUTY EXECUTIVE DIRECTOR 40.00 $210,911
LOIS KITSCH NATIONAL PROGRAM DIRECTOR 40.00 $196,752
DANIELLE BROWN DIRECTOR OF FUNDRAISING & BIZ KID$ 40.00 $133,913
TOM DORETY DIRECTOR 1.00 $0
JOE GUILFOY DIRECTOR (UNTIL 9/21/14) 1.00 $0
COURTNEY MORAN DIRECTOR (EFFECTIVE 9/21/14) 1.00 $0
HOWARD SPENCER DIRECTOR (EFFECTIVE 5/13/14) 1.00 $0
DAVID MOONEY DIRECTOR (EFFECTIVE 5/13/14) 1.00 $0
TERESA HALLECK DIRECTOR (EFFECTIVE 5/13/14) 1.00 $0
BRIAN NELSON ASSISTANT TREASURER 1.00 $0
ANGELA MCCATHRAN DIRECTOR 1.00 $0
EDWIN WILLIAMS DIRECTOR 1.00 $0
MARK TWISDALE DIRECTOR 1.00 $0
JOHN RADEBAUGH VICE CHAIR 1.00 $0
LEE BUTKE TREASURER 1.00 $0
WINONA NAVA SECRETARY 1.00 $0
BILL CHENEY PRESIDENT (UNTIL 6/10/14) 1.00 $0
BILL HAMPEL INTERIM PRESIDENT (6/11/14-9/21/14) 1.00 $0
JIM NUSSLE PRESIDENT (EFFECTIVE 9/22/14) 1.00 $0
JOHN GREGOIRE DIRECTOR 1.00 $0
STAN HOLLEN DIRECTOR 1.00 $0
JOHN GRAHAM DIRECTOR 1.00 $0
CHRISTOPHER ROE DIRECTOR 1.00 $0
LAIDA GARCIA CHAIR 1.00 $0

data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/201501539349300760_public.xml



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