Everwise Credit Union
State Chartered Credit Union
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$5.3B
+1.5% YoY
Annual Giving
$306K
-1.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$306K
-1.0% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,252,696,962 | $5,173,106,431 | $4,871,999,188 |
| Revenue | $329,956,987 | $286,472,569 | $234,639,519 |
| Expenses | $301,285,359 | $252,322,312 | $175,893,067 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $35,525,158 | $25,975,058 | $20,199,732 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Everwise Credit Union fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| David Aranowski | Assistant Treasurer | 5 | $36,000 |
| Diane Maas | Treasurer | 5 | $41,169 |
| Jackie Morales | Assistant Secretary | 5 | $36,000 |
| James Dubois | Secretary | 5 | $40,234 |
| Thea Kelly | Vice Chairman | 5 | $37,800 |
| Vincent Henderson | Chairman | 5 | $52,505 |
| Arthur Vasquez | Board Member (STARTED 05/2024) | 5 | $32,700 |
| John Myers | Board member | 5 | $39,975 |
| Shirley Golichowski | Board member | 5 | $36,900 |
| ANGELA DVORAK | CHIEF MARKETING & GROWTH OFFICER | 45 | $277,888 |
| Daniel Rousseve | Chief Information Officer | 45 | $345,998 |
| Jason Osterhage | President & CEO | 45 | $744,495 |
| LYNDSAY MILLER | CHIEF LEGAL & RISK OFFICER (START 07/2024) | 45 | $114,398 |
| MICHAEL LONDON | CHIEF OF ACCOUNT & CREDIT OPERATIONS (START 04/2024) | 45 | $198,252 |
| Nancy Engelmann | Chief Human Resources Officer | 45 | $364,090 |
| Norman Buchanan | Chief Strategic Bus. Transformation Officer | 45 | $328,712 |
| PAUL LETOURNEAU | SR VP COMMERCIAL CREDIT & SPECIALTY FINANCE (START 03/2024) | 45 | $204,468 |
| Todd Brown | Chief Financial Officer | 45 | $376,380 |
| Waylon Peterson | President, Everwise Wealth Management | 45 | $445,432 |
| Daniel Woodhouse | Financial Advisor III | 45 | $430,619 |
| Nicole Alcorn | VP, Chief Member Experience Officer | 45 | $398,828 |
| Randall Tarter | Financial Advisor III | 45 | $407,524 |
| RICHARD GREEN | SBA & USDA RELATIONSHIP MANAGER | 45 | $302,794 |
| Victoria Partaker | Mortgage Sales Manager | 45 | $363,479 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Indiana $1.1M (100%)
States
Cities
South Bend
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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