2019 Impact Report

Ignite. Inspire. Respond. 1 CHANGING LIVES through credit unions. values andto respond whendisaster struck, theFoundation changed people’s financiallives and well-being; to inspire andcreate opportunities for credit unions to leverage cooperative change. Through ourwork to ignite understanding andfocus onmemberfinancialhealth The year 2019was oneofcatalytic impact,thought leadership andinfluential industry SchoolsFirst Federal CreditUnion Bill Cheney, President/CEO, tomorrow maybebetter than wecanimaginetoday.” future leadersandimprove thefinancialwellbeingforallofus,so unions aroundthecountrytohelpbuildstronger communities, nurture improve thelivesofsomany. Theyworktirelesslyalongsidecredit spirit andthecreditunionpurposeofbringingpeople togethertohelp The NationalCreditUnionFoundationisatestament tothecooperative 2019 IMPACT HIGHLIGHTS 184 $ $ 42,000 100,000 the DEProgram. graduates from financial healthand well-being. given ingrantstoimprove grants through CUAid. distributed indisasterrelief 800 employees Exploredtheir “Why”. credit unionorganization differently and think promote inclusion Collaborate, Possibilities: People with Connect our communitiesandmovement. Here’s how: Our Values: through creditunions. MakingfinancialfreedomachievableOur Vision: people’s throughcreditunions. financiallives Our Mission:To serveasacatalysttoimprove WE DO LOVE WHATWE We’re focusedonservingourteam, change create positive status quoto challenging the Constantly Progress: Drive respect through truth and Build trust Transparency: Uphold responsible work andare Own our Commitments: Honor gratitude enthusiam and through empathy, Empower Passion: Lead with 2 2019 GRANTS: Transforming the financial futures of the next generation through the Empowering credit unions to Biz Kid$ program. understand where their staff and members are on their financial IGNITE well-being journey. $ IGNITE passion and knowledge around member and employee financial 25,000 health and well-being. $ for Biz Kid$ Business 75,000 Plan Competitions in financial health grants 3 8 Organizations The conference provided Organizations an opportunity to share experiences with each $ other and build a great 36M granted to network of resources to organizations since 2005 tap into for the future. I left the conference TM CU FINHEALTH 19 invigorated with ideas and seeds of information to Leading credit union conference on financial health and well-being that dives into measuring, build programs to aid our improving and documenting member and membership in building employee financial health. I think that the BizKid$ competition teaches students real world skills by taking a break their financial wellness.” from the standard textbook curriculum by showcasing real word scenarios. The competition very much sparked my interest in business. I’ve Attendees Joy Tafarella, always been an organized person, so the careful planning that 90 scholarship recipient from Cal Poly Federal Credit Union. comes with creating a business plan was like second nature scholarships given to credit union to me. I’m glad that there is a career path available that employees 5 suits my interests.”

Be a part of the conversation! Follow #cufinhealth on social to see insights Faith Guerrero, past participant of a Biz Kid$ Entrepreneurship and knowledge around member and employee financial health. Contest and is now in college studying business.

3 TM EXPLORING WHY Organizations WORKSHOPS 13

Helping employees understand the “why” behind their work Employees reached INSPIRE to drive greater value for your 800 INSPIRE the credit union movement to leverage their cooperative values to members and organization. help members face modern challenges.

DE TRAINING: FOUNDATION DINNER PRESENTING THE Transformative training for HERB WEGNER MEMORIAL AWARDS established and emerging credit union leaders.

CUDE graduates graduates in 2019 900 to date Attendees 184 2,000 Never in my wildest dreams would I have thought that I would countries be receiving this tremendous Net Promoter Score % represented recognition. The legacy of Herb 2 97 35 Wegner and the past recipients is Outstanding Individual Achievement Awards inspiring and I will work hard every Crystal Long, Diana R. Dykstra, day to uphold the legacy.” President/CEO of GECU President/CEO of the & Nevada Credit Union Leagues Diana R. Dykstra

1 DE training will challenge you to see beyond the traditional Outstanding Organization Award ways credit unions can help their members and the broader Nusenda Credit Union Foundation for their Co-op Capital Program community. Your experience will change how you view situations and people by applying a positive approach to 1 truly make a difference in their lives.” Anchor Award Dan McCue, Alaska USA Federal Credit Union. Brett Martinez, President/CEO of Redwood Credit Union for leadership during the 2017 California wildfires. 5 6 RESPOND

RESPOND when disasters strike by quickly harnessing collective generosity through CUAid.

$17,000 $25,000 granted for the granted for Alaskan Earthquakes the California Wildfires

of donations go distributed towards disaster $ % since 2005 100 recovery efforts 9M

During the Kincade Fire, nearly a million residents had their power shut off and about 200,000 were under mandatory evacuation. This meant the majority of our employees were evacuated from their homes or without power for several days. I’m thankful that CUAid has been able to assist with the financial burden that these events have caused our staff and many of our employees.”

Brett Martinez, President & CEO of Redwood Credit Union.

7 8 FINANCIALS 2019 BOARD OF DIRECTORS

Angela McCathran, CUDE Robert Cashman David Mooney Chairman President/CEO President/CEO Revenue and Other Sources President/CEO Metro Credit Union Alliant Credit Union People’s Trust Federal Credit Chelsea, MA Chicago, IL Union Investment Houston, TX Other Returns Program Patricia Wesenberg, CUDE Bill Cheney Carlyn Roy Contributions $2,323,345 55% Revenue Vice Chairman President/CEO President/CEO President/CEO SchoolsFirst FCU Community Investment Fund 683,398 16% TAPCO CU Simplicity Credit Union Santa Ana, CA Fircrest, WA Special Events (net) 376,501 9% Marshfield, WI Program Revenue 622,614 15% Special Contributions Events Investment Return (net) 232,468 5% (net) Teresa A. Campbell Debra Keesee, CUDE John Sackett Secretary President/CEO Board Treasurer Other 21,387 1% President/CEO Spokane Media FCU Royal Credit Union San Diego County Credit Spokane, WA Eau Claire, WI Community Union Total $4,259,713 100.0% Investment Fund San Diego, CA

Larry Middleman Timothy Kovac, CUDE Howard Spencer Treasurer Vice President & Associate Board Member President/CEO General Counsel, Northland Area FCU Business Compliance & CU Business Group, LLC Oscoda, MI Regulatory Leader Legal Portland, OR Operations

CUNA Mutual Group Jim Nussle, CUDE Madison, WI Brett Thompson President President/CEO President/CEO Maria LaVelle Wisconsin Credit Union Credit Union National CEO League Program Expenses and Supporting Services Association PHEPLE FCU Madison, WI Washington, DC Greensburg, PA Fundraising Winona Nava, CUDE Tena Lozano Dean Young ex officio Executive Director EVP, Chief Experience Program Expenses Immediate Past Chair RMJ Foundation Officer Disaster Relief $80,457 President/CEO Ontario, CA PSCU Management Guadalupe Credit Union Tampa, FL and General Development Education 714,777 Santa Fe, NM CIF Grants and Outreach 719,269 REAL Solutions 479,434 Biz Kid$ 143,033 Total Program Program Services 163,599 Expenses Total Program Expenses $2,300,569 65% Management and General 892,710 25% Fundraising 334,909 9% Total Expenses $3,528,188 100.0% Unrealized Gains on Investments 480,924 CURRENT FOUNDATION STAFF Change in Net Assets $1,212,449 Net Assets - Beginning of Year 7,242,111 Christiane Gigi Hyland, CUDE Chad Helminak, CUDE Kalli Shelton, CUDE Net Assets - End of Year $8,464,560 Executive Director Director of DE & Cooperative Culture Education Program Manager Hannibal Brumskine II, CUDE Melissa Ibach Jenni Speth, CUDE Chief Financial & Operations Officer Staff Accountant Events & Donor Experience Senior Manager

Danielle Brown, CUDE Elizabeth Krenzelok Maggie Wolff Engagement Director Marketing Coordinator Development Education Manager

Kathy Heiderscheit, CUDE Traci O’Neill Lacey Yasick, CUDE Accounting Data Specialist Executive Assistant Communications Senior Manager

9 10 Gold Supporter CommunityAmerica Credit Bronze Supporter 2019 DONORS Union ($25,000+) Connexus Association Inc ($5,000+) Alaska USA Federal Credit Ent Credit Union Alaska Credit Union League Union Fidelity Information Services Alloya Corporate Federal Sustaining Circle ($150,000+) Bethpage Federal Credit Credit Union FISERV Union ALM First Financal Advisors Georgia Credit Union California and Nevada Foundation America First Federal Credit Credit Union Leagues Union Georgia Credit Union League Coastal Credit Union Andigo Credit Union Heartland Credit Union CU Direct/Origence Association Carolinas Credit Union League Elevations Credit Union Illinois Credit Union System Clearwater Credit Union GECU (LSC) Cornerstone Credit Union Local Government Federal KEMBA Financial Credit Union Foundation Credit Union Inc Cornerstone Credit Union Michigan State University La Capitol Federal Credit League Federal Credit Union Union Corporate America Family Mountain America Credit Maine Credit Union League Credit Union Union Mastercard Corporate Central Credit Randolph-Brooks Federal Union Michigan Credit Union League Credit Union CU Business Group Mountain West Credit Union Redwood Credit Union Foundation CU Solutions Group Shell Federal Credit Union Leadership Circle ($100,000+) National Cooperative CUNA Councils NRL Federal Credit Union CUNA Strategic Services Silver Supporter Nusenda Credit Union DIRECT Federal Credit Union ($10,000+) Ohio University Credit Union Enterprise Holdings

Abilene Teachers Federal Orange County’s Credit Union First Tech Federal Credit Union Credit Union State Credit Union Gesa Credit Union Affinity Plus Federal Credit Patelco Credit Union Union Guadalupe Credit Union Peach State Federal Credit Alliant Credit Union Union Hanscom Federal Credit Foundation Union Charitable Foundation Platinum Supporter ($50,000+) Quorum Federal Credit Union Amarillo Community Federal Inc SECU of Maryland Credit Union HawaiiUSA Federal Credit Sidney Federal Credit Union American Airlines Federal Union Credit Union State Employees’ Credit HealthCare Associates Credit Union American Association Union of Credit Union Leagues Superior Credit Union Indiana Credit Union (AACUL) Universal 1 Credit Union Foundation American Share Insurance/ University Federal Credit Jamestown Area Community Excess Share Insurance Union Federal Credit Union Ascend Federal Credit Union VyStar Credit Union League of Southeastern Credit Unions BCU WSECU Canvas Credit Union Listerhill Credit Union Catalyst Corporate Federal Maps Credit Union Credit Union Mazuma Credit Union

11 12 Members Trust Company Altana Federal Credit Union Credit Union of Southern Members 1st Credit Union Potlatch No 1 Financial Credit TruPartner Credit Union Inc California Union Meritrust Credit Union American Heritage Federal Members 1st Federal Credit TruWest Credit Union Credit Union Dakota Plains Credit Union Providence Federal Credit Metro Credit Union Union Ukrainian Federal Credit Union AmeriCU Credit Union DAY AIR Credit Union Inc Union Montana’s Credit Unions Members 1st of NJ Federal PSECU Arkansas Superior Federal DC Federal Credit Union Credit Union United Business & Industry New York Credit Union Credit Union Purvis, Chuck Federal Credit Union Association (CUC Services Delta Schools Federal Credit Members Advantage Inc.) Azura Credit Union Union Community Credit Union Pyramid Federal Credit Union United Credit Union Northwest Credit Union Baton Rouge Telco Federal DuPage Credit Union Members Credit Union Reliant Federal Credit Union United Teletech Financial Federal Credit Union Association Credit Union East Idaho Credit Union Meridian Trust Federal Credit Rhode Island Credit Union Union Unity Catholic Federal Credit Northwest Credit Union Bay Federal Credit Union EFCU Financial Federal Credit Rio Grande Credit Union Union Foundation Union Michigan Schools & Beehive Federal Credit Union River City Federal Credit Government Credit Union University of Nebraska Ohio Credit Union Foundation Border Federal Credit Union Financial Partners Credit Union Federal Credit Union Union Mid Minnesota Federal Credit Pawtucket Credit Union Butler Heritage Federal Credit Roy, Carlyn Union Upward Credit Union First Credit Union PenFed Credit Union Union SAFE Credit Union Middleman, Larry Vibe Credit Union First Education Federal Credit California Coast Credit Union San Antonio Citizens Federal Union Midwest Community Federal Virginia Beach Schools Royal Credit Union Campbell, Teresa A. Credit Union Credit Union Federal Credit Union First Heritage Federal Credit San Mateo Credit Union Canton School Employees Sandia Laboratory Federal Union Millstream Area Credit Union Voyage Federal Credit Union Federal Credit Union Credit Union Schools Financial Credit First Nebraska Credit Union Monroe Telco Federal Credit Wesenberg, Pat Union Capital Communications Union Schenk, Mike Federal Credit Union Five Star Credit Union Westerly Community Credit SEFCU School Systems Federal Montana Credit Union Union Capital Educators Federal Franklin Mint Federal Credit Credit Union Sound Credit Union Union Mooney, David Westerra Credit Union Credit Union Seasons Federal Credit Union South Carolina Federal Credit Capstone Federal Credit Genisys Credit Union National Institutes of Health White River Credit Union Union Federal Credit Union Sentinel Federal Credit Union Union Gokey, Cheryl WyHy Federal Credit Union Star One Credit Union NextMark Federal Credit SESLOC Federal Credit Union Carter Federal Credit Union GPO Federal Credit Union Xceed Financial Credit Union Summit Credit Union Union Simplicity Credit Union Cashman, Robert Great NorthWest Federal Young, Dean Travis Credit Union North Star Community Credit Sioux Falls Federal Credit Credit Union CE Federal Credit Union Union Union Unitus Community Credit Central Missouri Community HealthCare Plus Federal Credit Union Northern Hills Federal Credit Smith, Maurice Credit Union Union Union Vizo Financial Corporate Southland Credit Union Chen-Del-O Federal Credit Hiway Federal Credit Union Based on contributions from Credit Union Northland Area Federal Credit Southwest Heritage Credit 1/1/19 – 12/31/19. Union Hope Federal Credit Union Union Volunteer Corporate Credit Union Cheney, Bill Hyland, Gigi Novation Credit Union Union Southwest Louisiana Credit Chocolate Bayou Community In compiling this list, accuracy Westconsin Credit Union Idaho Central Credit Union Numerica Credit Union Union Federal Credit Union was a primary concern. Wisconsin Credit Union IH Mississippi Valley Credit Nussle, Jim Southwest Montana Federal We extend our sincerest Christian Financial Credit League Union Credit Union apologizes to any donor, the Union Ohio Valley Federal Credit World Council of Credit Impact Credit Union Union Starr County Teachers Federal name of which, may have City and County Credit Union been incorrectly reflected Unions One Source Federal Credit Credit Union Integrity Federal Credit Union or unintentionally omitted. Columbus United Federal Union Sunmark Federal Credit Union Credit Union Jefferson Financial Federal If you should find such a Steel Supporter Credit Union Pelican State Credit Union TAPCO Credit Union discrepancy, please call us at Community Financial Credit (800) 365-9655 ext. 4979 ($1,000+) Union Kemba Charleston Federal Peninsula Community Federal TCT Federal Credit Union Credit Union Credit Union Connection Credit Union Tennessee Credit Union 1st Gateway Credit Union Kemba Credit Union Pima Federal Credit Union League (CU Services, Inc) Cosden Federal Credit Union A C M G Federal Credit Union KRD Federal Credit Union Plamann, Jennifer Thomas Jr., Joe Credit Union Association of ABCO Federal Credit Union the Dakotas LincOne Federal Credit Union Point West Credit Union Thompson, Brett Allegacy Federal Credit Union Credit Union of New Jersey Med5 Federal Credit Union Post Office Employees Credit Tricorp Federal Credit Union Union 13 14 National Credit Union Foundation 5710 Mineral Point Road Madison, WI 53705 800.356.9566 x4397

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