National Credit Union Foundation

Ignite.Inspire.Respond

aka The Foundation   |   Madison, WI   |  http://www.ncuf.coop

Mission

The National Credit Union Foundation is a catalyst to improve people's financial lives through credit unions.

Ruling year info

1981

Executive Director

Ms. Christiane Gigi Hyland

Main address

5710 Mineral Point Rd

Madison, WI 53705 USA

Show more contact info

EIN

39-1383650

NTEE code info

Financial Counseling, Money Management (P51)

Private Grantmaking Foundations (T20)

Economic Development (S30)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Communication

Blog

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

At the National Credit Union Foundation, we help credit unions improve the financial health and well-being of their staff and members by providing knowledge, tools and resources.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Ignite

Ignite credit unions to place employee, member and community financial well-being at the center of their strategy by funding catalytic grants, holding convenings, offering resources and tools to ignite credit unions to center their strategy on financial well-being for all.

Population(s) Served
Adults

Inspire credit unions to leverage their cooperative values to reinforce an organizational culture that empowers and motivates employees by celebrating, developing, and helping retain talent at credit unions by offering education and engagement opportunities that align purpose with action.

Population(s) Served
Adults

Respond when disaster strikes and help credit unions increase their business resiliency through the cooperative value of "people helping people". This works happens by assisting credit unions, their employees and volunteers to continue serving members when disaster strikes through ongoing fundraising, grant making, and resources.

Population(s) Served
Adults

Where we work

Accreditations

BBB Wise Giving Alliance 2018

BBB Wise Giving Alliance 2020

BBB Wise Giving Alliance 2021

Awards

Excellence in Fundraising 2005

AFP

U.S. Gold President’s Volunteer Service Award 2017

Junior Achievement National

US Gold Presiden'ts Volunteer Service Award 2018

Junior Achievement National

Diamond Award 2016

CUNA Marketing & Business Development Council

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of participants attending course/session/workshop

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

This number includes attendees of the Credit Union Development Education Program CUDE), those who have gone through Exploring Why Workshops, and other sessions conducted on financial health.

Number of program graduates

This metric is no longer tracked.
Totals By Year
Related Program

Inspire

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

Number of graduates from the Foundation's Credit Union Development Education (DE) Program

Total number of grants awarded

This metric is no longer tracked.
Totals By Year
Related Program

Ignite

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Total dollars distributed for disaster relief

This metric is no longer tracked.
Totals By Year
Related Program

Respond

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

Disaster relief dollars given to help credit union people get back on their feet and serve members.

Total dollar amount of grants awarded

This metric is no longer tracked.
Totals By Year
Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Holding steady

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

The National Credit Union Foundation's vision is making financial freedom achievable through credit unions. The Foundation is the charitable arm of the U.S credit union movement, serving as a catalyst for change in people’s financial lives. The Foundation works to ignite understanding and focus on member financial health, inspire and create opportunities for credit unions to leverage their cooperative values and respond quickly when disaster strikes. Through cooperative support and action, the Foundation helps people achieve financial freedom.

Whether it's collaborating on projects, convening resources, igniting passion, honoring leaders, or making financial education meaningful, the Foundation represents credit unions at the national level, kick starting their efforts to strengthen the financial well-being of everyone in their community.

Additionally, the Foundation actively participates and presents at several national financial health conferences to represent the good work credit unions already do in providing financial education to members and communities. To help people achieve financial freedom, we work with credit unions, state trade associations and foundations, government agencies, and other partners.

We are indeed a catalyst – a change agent, aggregator, connector, spark, leader – working to improve people's financial lives through credit unions.

Through collective generosity, a dynamic team of knowledgeable and passion staff and board members, the Foundation works to execute on their strategic plan. Through impactful grants, we are providing monetary assistance and expertise to help credit unions better serve their members. Through our first in class training, we help credit union professionals to walk in their members shoes in order to better serve them. Through CUAid, we harness the power of cooperation and can quickly distribute life-changing funds to help people recover from disaster.

A few key, recent examples:

The Foundation is a champion of Biz Kid$, the Emmy- Award winning, credit union funded public television series that teaches kids about money management. Biz Kid$ has reached over 15 million parents, educators and students with an average of 9.6 million viewers each year.

In 2019, the Foundation granted $75,000 to credit union organizations to further delve into improving member and employee financial health. The Foundation invested in research into credit unions products and services to give them tangible evidence if their financial health programs and products were working.

In 2019, 184 credit union professionals completed Credit Union Development Education (DE) Training, with over 2,000 graduates to date serving as advocates for the credit union difference. the 2019 trainings yielded a 97% Net Promoter Score.

In 2019, the Foundation gave out $17,000 for Alaskan Earthquakes relief and $25,000 granted for California Wildfires relief.

Financials

National Credit Union Foundation
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

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National Credit Union Foundation

Board of directors
as of 6/29/2021
SOURCE: Self-reported by organization
Board chair

Teresa Campbell

San Diego County Credit Union

Term: 2019 - 2021

Jim Nussle

Credit Union National Association

Angela McCathran

People’s Trust Federal Credit Union

David Mooney

Alliant Credit Union

Bill Cheney

SchoolsFirst FCU

Teresa Campbell

San Diego County Credit Union

Larry Middleman

CU Business Group, LLC

Howard Spencer

Northland Area FCU

Debie Keesee

Spokane Media FCU

Timothy Kovac

CUNA Mutual Group

Maria LaVelle

Chief Executive Officer

Tena Lozano

RMJ Foundation

Robert Cashman

Metro Credit Union

John Sackett

Royal Credit Union

Brett Thompson

Wisconsin Credit Union League

Dean Young

PSCU

David Birkey

Interra Credit Union

Patrick Pierce

City & County Credit Union

Dan Kampen

Bellco Credit Union

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 06/29/2021

Who works and leads organizations that serve our diverse communities? GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female

Race & ethnicity

No data

Gender identity

No data

 

No data

Sexual orientation

No data

Disability

No data