Nonprofit · EIN 26-0819612
WISCONSIN CREDIT UNION FOUNDATIONINC
Tax-exempt · MADISON, WI 53703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $266,625 | $252,335 | $14,290 | $920,713 | $66,845 | $853,868 |
| December 31, 2024 | 990 | $299,368 | $245,597 | $53,771 | $875,926 | $36,348 | $839,578 |
| December 31, 2023 | 990 (amended) | $210,489 | $214,137 | -$3,648 | $832,444 | $46,637 | $785,807 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $235,365
- Program service revenue
- $29,968
- Investment income
- $21,928
- Net income from fundraising events
- -$21,841
- Net income from gaming
- $1,205
- Other revenue
- -$20,636
Expenses
- Grants and similar amounts paid
- $184,615
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $5,120
- Travel
- $3,578
- Depreciation
- $805
- Program services (functional)
- $238,755
- Management and general (functional)
- $13,580
Balance sheet and other
- Total assets, start of year
- $875,926
- Total assets, end of year
- $920,713
- Total liabilities, end of year
- $66,845
- Net assets, end of year
- $853,868
- Land, buildings and equipment
- $20,125
- Net assets without donor restrictions
- $853,868
- Gross receipts
- $316,831
- Employees
- 0
- Volunteers
- 20
- Year formed
- 2007
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SARAH WAINSCOTT | DIRECTOR Trustee or director | 0.19 | $0 | $394,086 | $25,538 |
| LISA PALMA | CHAIR Trustee or director, Officer | 0.19 | $0 | $0 | $0 |
| CHRIS FELTON | TREASURER Trustee or director, Officer | 0.19 | $0 | $0 | $0 |
| SHELLY MELLENBERGER | VICE CHAIR Trustee or director, Officer | 0.19 | $0 | $0 | $0 |
| JAMI OLCOTT | SECRETARY Trustee or director, Officer | 0.19 | $0 | $0 | $0 |
| CHRIS MOCZYNSKI | DIRECTOR Trustee or director | 0.19 | $0 | $0 | $0 |
| MARIANNE TORKELSON | DIRECTOR Trustee or director | 0.19 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRETT THOMPSON | DIRECTOR Trustee or director | 0.19 | $0 | $662,164 | $44,784 |
| LISA PALMA | CHAIR Trustee or director, Officer | 0.19 | $0 | $0 | $0 |
| CHRIS FELTON | TREASURER Trustee or director, Officer | 0.19 | $0 | $0 | $0 |
| SHELLY MELLENBERGER | VICE CHAIR Trustee or director, Officer | 0.19 | $0 | $0 | $0 |
| JAMI OLCOTT | SECRETARY (FROM MAY 2024) Trustee or director, Officer | 0.19 | $0 | $0 | $0 |
| CHRIS MOCZYNSKI | DIRECTOR Trustee or director | 0.19 | $0 | $0 | $0 |
| BRANDON RIECHERS | DIRECTOR Trustee or director | 0.19 | $0 | $0 | $0 |
| LORA BENRUD | VICE CHAIR (THRU MAY 2024) Trustee or director, Officer | 0.19 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRETT THOMPSON | DIRECTOR Trustee or director, Officer | 0.19 | $0 | $635,685 | $43,704 |
| LISA PALMA | CHAIR (FROM MAY 2023) Trustee or director, Officer | 0.19 | $0 | $0 | $0 |
| LORA BENRUD | VICE CHAIR Trustee or director, Officer | 0.19 | $0 | $0 | $0 |
| CHRIS FELTON | TREASURER Trustee or director, Officer | 0.19 | $0 | $0 | $0 |
| SHELLY MELLENBERGER | SECRETARY Trustee or director, Officer | 0.19 | $0 | $0 | $0 |
| KEVIN HAUSER | CHAIR (THRU MAY 2023) Trustee or director, Officer | 0.19 | $0 | $0 | $0 |
| BRANDON RIECHERS | DIRECTOR Trustee or director | 0.19 | $0 | $0 | $0 |
| JAMI OLCOTT | DIRECTOR Trustee or director | 0.19 | $0 | $0 | $0 |
| KIM SPONEM | DIRECTOR (THRU MAY 2023) Trustee or director | 0.19 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 E MAIN ST STE 101, MADISON, WI 53703-5109
- In care of
- % DEBRA A WOOD
- Principal officer (990 for 2025)
- SARAH WAINSCOTT, 1 E MAIN ST 101, MADISON, WI 53703
- Signed the 990
- SARAH WAINSCOTT, PRESIDENT & CEO
- Phone
- (608) 640-4040
- Return prepared by
- WEGNER CPAS LLP
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.
Program accomplishments
- THE FOUNDATION AWARDED GRANTS TOTALING $113,210 TO 11 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.Expenses $113,210 · grants $113,210
- THE FOUNDATION INVESTED IN THE FINANCIAL COUNSELING CERTIFICATION PROGRAM (FICEP) THAT CREDENTIALED 12 INDIVIDUALS AS CREDIT UNION CERTIFIED FINANCIAL COUNSELORS (CCUFCS), BRINGING THE PROGRAM TOTAL TO OVER 300. IN ADDITION, MORE THAN 20 INDIVIDUALS COMPLETED THE RE-CERTIFICATION PROCESS. THE FOUNDATION ENGAGED WITH SYSTEM PARTNERS TO FACILITATE FICEP. THE PROGRAM USED THE CREDIT UNION NATIONAL ASSOCIATION'S CERTIFIED CREDIT UNION FINANCIAL COUNSELOR (CCUFC) TEXTBOOK, 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. PARTICIPANTS HAD THE OPPORTUNITY TO NETWORK WITH OTHER CCUFC-CERTIFIED INDIVIDUALS TO DISCUSS EXPANDING COUNSELING PROGRAMS IN THEIR CREDIT UNIONS. THE FOUNDATION PROCTORS THE DESIGNATION EXAMINATION FOR STUDENTS WHO EARN THE CCUFC DESIGNATION FOLLOWING SUCCESSFUL COMPLETION. FUNDS FROM THE FOUNDATION CUT THE COST OF PARTICIPATION BY MORE THAN HALF.Expenses $54,140 · revenue $29,968
- THE FOUNDATION PROVIDED $22,500 IN SCHOLARSHIPS TO CREDIT UNION EMPLOYEES TO FURTHER THEIR PROFESSIONAL DEVELOPMENT IN ORDER TO BETTER SERVE THEIR MEMBERS.Expenses $22,500 · grants $22,500
- THE FOUNDATION AWARDED $20,137 IN INCLUSION GRANTS TO 2 CREDIT UNIONS TO SUPPORT CREDIT UNIONS IN THEIR MISSION TO REACH UNSERVED AND UNREPRESENTED COMMUNITIES IN WISCONSIN THAT STRUGGLE TO BE SERVED BY TRADITIONAL FINANCIAL SERVICES.Expenses $20,137 · grants $20,137
- THE FOUNDATION AWARDED THE DIFFERENCE GRANTS TO 2 CREDIT UNIONS IN THE AMOUNT OF $16,258 TO IMPLEMENT INNOVATIVE SERVICES AND PROGRAMS TO HELP BUILD FINANCIALLY STRONG, SELF-SUPPORTING FAMILIES AND COMMUNITIES IN WISCONSIN.Expenses $16,258 · grants $16,258
- THE FOUNDATION PROVIDED $5,000 TO THE NATIONAL CREDIT UNION FOUNDATION FOR DISASTER RELIEF ASSISTANCE. IT ALSO PROVIDED $7,510 TO FOODBANKS THROUGHOUT WISCONSIN.Expenses $12,510 · grants $12,510
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-0819612
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $920,713
- Income (IRS master file)
- $316,831
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $266,625 | $252,335 | $920,713 | IRS |
| 990 | December 2024 | $299,368 | $245,597 | $875,926 | XML |
| 990 | December 2023 | $210,489 | $214,137 | $832,444 | XML |
| 990 | December 2022 | $210,253 | $176,882 | $828,770 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-0819612).
Questions about WISCONSIN CREDIT UNION FOUNDATIONINC
- What is the EIN of WISCONSIN CREDIT UNION FOUNDATIONINC?
- The employer identification number (EIN) of WISCONSIN CREDIT UNION FOUNDATIONINC is 26-0819612.
- Is WISCONSIN CREDIT UNION FOUNDATIONINC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to WISCONSIN CREDIT UNION FOUNDATIONINC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WISCONSIN CREDIT UNION FOUNDATIONINC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WISCONSIN CREDIT UNION FOUNDATIONINC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WISCONSIN CREDIT UNION FOUNDATIONINC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of WISCONSIN CREDIT UNION FOUNDATIONINC?
- The 990 for the year ended December 31, 2025 names SARAH WAINSCOTT.
- Who are the officers and directors of WISCONSIN CREDIT UNION FOUNDATIONINC?
- The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does WISCONSIN CREDIT UNION FOUNDATIONINC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $266,625, expenses of $252,335 and total assets of $920,713 at year end.
Other nonprofits in MADISON
- UNIVERSITY OF WISCONSIN FOUNDATION EIN 39-0743975 · last filed 990 for 2025
- WISCONSIN ALUMNI RESEARCH FOUNDATION EIN 39-0833612 · last filed 990 for 2025
- ASCENDIUM EDUCATION SOLUTIONS INC EIN 39-1853833 · last filed 990 for 2025
- ASCENDIUM EDUCATION GROUP INC EIN 39-1090394 · last filed 990 for 2025
- EDGEWOOD UNIVERSITY INC EIN 39-0806202 · last filed 990 for 2025
- UNIVERSITY RESEARCH PARK INC EIN 39-1509154 · last filed 990 for 2024
- WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSIT EIN 39-1039417 · last filed 990 for 2025
- MADISON AREA TECHNICAL COLLEGE FOUNDATION INC EIN 23-7265867 · last filed 990 for 2025