Organizations Filed Purposes:
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.
THE FOUNDATION AWARDED GRANTS TO 7 WISCONSIN CREDIT UNIONS IN NEED OF SUPPORT FOR TECHNOLOGY AND OPERATIONS RELATED EXPENSES AND UPGRADES THAT WILL MEASURABLY ASSIST THE CREDIT UNION IN SERVING ITS MEMBERS.
THE FOUNDATION INVESTED IN THE FINANCIAL COUNSELING CERTIFICATION PROGRAM (FICEP) THAT CREDENTIALED 38 INDIVIDUALS AS CREDIT UNION CERTIFIED FINANCIAL COUNSELORS (CCUFCS), BRINGING THE TWO-YEAR TOTAL TO NEARLY 200. IN ADDITION, 39 INDIVIDUALS COMPLETED THE RE-CERTIFICATION PROCESS. THE FOUNDATION ENGAGED WITH SYSTEM PARTNERS TO FACILITATE FICEP. THE PROGRAM USED THE CREDIT UNION NATIONAL ASSOCIATION'S EXISTING FICEP TRAINING, WHICH INVOLVES SELF STUDY AND A SERIES OF WEBINARS, AND ENHANCED IT WITH ADDITIONAL PROGRAM CONTENT. THE ADDITIONAL CONTENT OFFERED INSIGHTS TO HELP PARTICIPANTS INTEGRATE COUNSELING ACROSS MULTIPLE TOUCH-POINTS WITH MEMBERS, THEREBY BROADENING THE SCOPE AND EFFECTIVENESS OF THEIR EFFORT. FUNDS FROM THE FOUNDATION CUT THE COST OF PARTICIPATION BY MORE THAN HALF.THE FOUNDATION SPONSORED A COMMUNITY DEVELOPMENT WORKSHOP TO HELP CREDIT UNIONS IMPROVE THEIR OUTREACH THROUGH COMMUNITY PARTNERS AND A YOUTH FINANCIAL EDUCATION WORKSHOP TO IMPROVE CREDIT UNIONS' COLLABORATIONS WITH TEACHERS AND STUDENTS.
THE FOUNDATION PROVIDED $12,000 IN SCHOLARSHIPS TO CREDIT UNION EMPLOYEES TO FURTHER THEIR PROFESSIONAL DEVELOPMENT IN ORDER TO BETTER SERVE THEIR MEMBERS.
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 |
|---|
| Lora Benrud | DIRECTOR | 0.19 | $0 |
| Brett Thompson | DIRECTOR | 0.19 | $0 |
| Val Mindak | DIRECTOR | 0.19 | $0 |
| Anita Rauch | DIRECTOR | 0.19 | $0 |
| Liza Edinger | SECRETARY | 0.19 | $0 |
| Chris Felton | TREASURER | 0.19 | $0 |
| Kevin Hauser | VICE CHAIR | 0.19 | $0 |
| Catherine Tierney | CHAIR | 0.19 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202003189349305350_public.xml