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UNIVERSITY OF WISCONSIN CREDIT UNION

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Public IRS 990 nonprofit record

UNIVERSITY OF WISCONSIN CREDIT UNION

EIN 39-0671465

What they do

THE MISSION of THE UNIVERSITY of WISCONSIN CREDIT UNION (UWCU) is to ENCOURAGE THRIFT AMONG ITS MEMBERS, to CREATE A SOURCE of CREDIT AT A FAIR and REASONABLE RATE of INTEREST, to PROVIDE AN OPPORTUNITY for ITS MEMBERS to IMPROVE THEIR ECONOMIC and SOCIAL CONDITIONS and to PERFORM THE FUNCTIONS and EXERCISE THE POWERS DESIGNATED to THE CREDIT UNION UNDER APPLICABLE LAW.

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders23 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$91.21spent for every $100 of revenueRevenue covered expenses this year.
$17.04in assets for every $1 spent this yearSome assets cannot be spent right away.

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  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,473,595 for PAUL KUNDERT (PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.

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Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$363,773,520
Expenses$331,784,943
Annual surplus $31,988,577 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$363,773,520
Expenses$331,784,943
Assets$5,653,143,610
Grants given$6,094,790
Average grant$103,302
Accounting fees$617,697
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
PAUL KUNDERTPRESIDENT & CEO · 45 hrs/week $1,473,595Base $1,040,522 · Other $433,073
ROB VAN NEVELEVP & COO · 45 hrs/week $571,881Base $526,193 · Other $45,688
BRAD MCCLAINEVP & CFO · 45 hrs/week $563,442Base $501,356 · Other $62,086
TEO TRANDAFIRVP OF WEALTH MANAGEMENT · 45 hrs/week $544,793Base $475,027 · Other $69,766
RALPH BUELLINGEVP & CIO · 45 hrs/week $480,509Base $412,484 · Other $68,025
JONATHAN BUNDYEVP & CLO AND ASST CORP SECRETARY · 45 hrs/week $418,316Base $352,646 · Other $65,670
ANNE NORMANEVP & CMPSO · 45 hrs/week $401,413Base $342,817 · Other $58,596
JEREMY MARSHALLWEALTH ADVISOR · 40 hrs/week $388,745Base $326,093 · Other $62,652
PAM PETERSONEVP & CPO · 45 hrs/week $381,067Base $326,935 · Other $54,132
AARON LAWRYWEALTH ADVISOR · 40 hrs/week $368,611Base $347,235 · Other $21,376
KYLE JUDDWEALTH ADVISOR · 40 hrs/week $341,093Base $317,607 · Other $23,486
TONY KONKOLVP OF INFO TECHNOLOGY · 45 hrs/week $331,517Base $271,006 · Other $60,511

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (23)

PAUL KUNDERTPRESIDENT & CEO

ROB VAN NEVELEVP & COO

BRAD MCCLAINEVP & CFO

TEO TRANDAFIRVP OF WEALTH MANAGEMENT

RALPH BUELLINGEVP & CIO

JONATHAN BUNDYEVP & CLO AND ASST CORP SECRETARY

ANNE NORMANEVP & CMPSO

JEREMY MARSHALLWEALTH ADVISOR

PAM PETERSONEVP & CPO

AARON LAWRYWEALTH ADVISOR

KYLE JUDDWEALTH ADVISOR

TONY KONKOLVP OF INFO TECHNOLOGY

JUSTIN NOVARAWEALTH ADVISOR

AMY KRIEBSSVP MEMBER SALES AND SOLUTIONS

MICHAEL COLLINSDIRECTOR

MICHAEL CARRDIRECTOR

KIMILA DANIELSDIRECTOR

STEVEN RICKDIRECTOR - VICE CHAIR

KELLY WILSONDIRECTOR - CHAIR

TERRY WARFIELDDIRECTOR - TREASURER

JEFFREY RUSSELLDIRECTOR

PHYLLIS KINGDIRECTOR - SECRETARY

LEANA NAKIELSKI MESDJIANDIRECTOR

About this charity

Location
8033 EXCELSIOR DR, MADISON, WI 53717
County
Dane
In care of
BRAD MCCLAIN
Primary officer
BRAD MCCLAIN, EXEC VP/CFO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
PLANTE & MORAN PLLC
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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