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 | $329,956,987 | $301,285,359 | $305,964 | $5,252,696,962 | $418,139,482 |
| FY2023 | 990 | $286,472,569 | $252,322,312 | $309,028 | $5,173,106,431 | $376,372,545 |
| FY2022 | 990 | $234,639,519 | $175,893,067 | $304,699 | $4,871,999,188 | $364,888,951 |
| FY2021 | 990 | $198,079,661 | $162,672,107 | $144,304 | $4,498,999,331 | $361,280,532 |
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 | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| Everwise FoundaionSouth Bend, IN | The Grant is a set funding amount from Everwise Credit Union for community involvement on an annual basis. These funds are then contributed to qualified organizations based on the vision and bylaws of the Everwise Foundation. | $309,028 | 2023 | |
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 |
|---|---|---|---|
| David Aranowski | Assistant Treasurer | 5.0 | $36,000 |
| Diane Maas | Treasurer | 5.0 | $41,169 |
| Jackie Morales | Assistant Secretary | 5.0 | $36,000 |
| James Dubois | Secretary |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| Everwise FoundationSouth Bend, IN |
| The grant is a set funding amount from Everwise Credit Union for community involvement on an annual basis. These funds are then contributed to qualified organizations based on the vision and bylaws of the Everwise Foundation. |
| $305,964 |
| 2024 |
| Everwise FoundationSouth Bend, IN | The Grant is a set funding amount from Everwise Credit Union for community involvement on an annual basis. These funds are then contributed to qualified organizations based on the vision and bylaws of the Everwise Foundation. | $304,699 | 2022 |
| TCU FoundationSouth Bend, IN | The Grant is a set funding amount from Teachers Credit Union for community involvement on an annual basis. These funds are then contributed to qualified organizations based on the vision and bylaws of the TCU Foundation. | $144,304 | 2021 |
| 5.0 |
| $40,234 |
| Thea Kelly | Vice Chairman | 5.0 | $37,800 |
| Vincent Henderson | Chairman | 5.0 | $52,505 |
| Arthur Vasquez | Board Member (STARTED 05/2024) | 5.0 | $32,700 |
| John Myers | Board member | 5.0 | $39,975 |
| Shirley Golichowski | Board member | 5.0 | $36,900 |
| Angela Dvorak | CHIEF MARKETING & GROWTH OFFICER | 45.0 | $277,888 |
| Daniel Rousseve | Chief Information Officer | 45.0 | $345,998 |
| Jason Osterhage | President & CEO | 45.0 | $744,495 |
| Lyndsay Miller | CHIEF LEGAL & RISK OFFICER (START 07/2024) | 45.0 | $114,398 |
| Michael London | CHIEF OF ACCOUNT & CREDIT OPERATIONS (START 04/2024) | 45.0 | $198,252 |
| Nancy Engelmann | Chief Human Resources Officer | 45.0 | $364,090 |
| Norman Buchanan | Chief Strategic Bus. Transformation Officer | 45.0 | $328,712 |
| Paul Letourneau | SR VP COMMERCIAL CREDIT & SPECIALTY FINANCE (START 03/2024) | 45.0 | $204,468 |
| Todd Brown | Chief Financial Officer | 45.0 | $376,380 |
| Waylon Peterson | President, Everwise Wealth Management | 45.0 | $445,432 |
| Daniel Woodhouse | Financial Advisor III | 45.0 | $430,619 |
| Nicole Alcorn | VP, Chief Member Experience Officer | 45.0 | $398,828 |
| Randall Tarter | Financial Advisor III | 45.0 | $407,524 |
| Richard Green | SBA & USDA RELATIONSHIP MANAGER | 45.0 | $302,794 |
| Victoria Partaker | Mortgage Sales Manager | 45.0 | $363,479 |
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202403199349301850
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202303189349311375
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202233199349325128
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201943189349308909
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201823199349307657
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201723199349312497
Form 990 · FY2015 · period ending Dec 31, 2015
Filing id 201603199349305790
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.