WISCONSIN CREDIT UNION FOUNDATION INC

EIN: 260819612 501(c)(3) Education

MADISON, WI

Total Revenue
$299,368
Total Expenses
$245,597
Total Assets
$875,926
Net Assets
$839,578
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
WI
Principal Officer
SARAH WAINSCOTT
Phone
6086404040
Tax Period
2024-01-01 to 2024-12-31

WISCONSIN CREDIT UNION FOUNDATION INC, founded in 2007, is a small nonprofit in the Education sector that reported $299K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $54K, a strong 18% operating margin.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $268,802
Program Service Revenue $28,434
Investment Income $20,560
Other Revenue $-18,428
TOTAL REVENUE $299,368

Expense Breakdown

Grants Paid $177,110
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $237,814
Other Expenses $68,487
TOTAL EXPENSES $245,597

Year-over-Year Comparison

2024 2023 Change
Revenue $299,368 $210,489 +0.4%
Expenses $245,597 $214,137 +0.1%
Net Income $53,771 $-3,648 -15.7%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
6
Employees
N/A
Volunteers
20

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
8
$706,948
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LISA PALMA CHAIR 0.19
Officer Director
$0 $0 $0
CHRIS FELTON TREASURER 0.19
Officer Director
$0 $0 $0
SHELLY MELLENBERGER VICE CHAIR 0.19
Officer Director
$0 $0 $0
JAMI OLCOTT SECRETARY (FROM MAY 2024) 0.19
Officer Director
$0 $0 $0
BRETT THOMPSON DIRECTOR 0.19
Director
$0 $44,784 $706,948
CHRIS MOCZYNSKI DIRECTOR 0.19
Director
$0 $0 $0
BRANDON RIECHERS DIRECTOR 0.19
Director
$0 $0 $0
LORA BENRUD VICE CHAIR (THRU MAY 2024) 0.19
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $299,368 $245,597 $875,926 $53,771
2023 $210,489 $214,137 $832,444 $-3,648
2023 $210,489 $214,137 $832,444 $-3,648
2022 $210,253 $176,882 $828,770 $33,371
2021 $188,905 $147,851 $779,314 $41,054
2020 $158,740 $111,970 $748,381 $46,770
2019 $135,977 $112,678 $682,836 $23,299
2018 $132,238 $87,309 $671,325 $44,929
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