Public Charity

SUMMIT CREDIT UNION

SUMMIT CREDIT UNION is a Public Charity headquartered in MADISON, WI. Financial data from the 2024 filing: $453.9M revenue, $395.4M expenses, $7.5B total assets. IRS filings disclose 84 grants awarded by this foundation, totaling roughly $2.1M.

EIN: 390230585 MADISON, WI Latest filing: 2024
Total Revenue$453.9M
Total Expenses$395.4M
Total Assets$7.5B
Grants Given84
Grant Total$2.1M
Filing Years2019–2024

Mission

A COOPERATIVE, NONPROFIT CORPORATION, INCORPORATED UNDER WISCONSIN STATE LAW TO ENCOURAGE THRIFT AMONG ITS MEMBERS, CREATE A SOURCE OF CREDIT AT A FAIR AND REASONABLE COST, AND PROVIDE AN OPPORTUNITY FOR ITS MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS.

Before you apply to Summit Credit Union

Often funds new orgs 44% of recent recipients were first-time grantees (2022–2024).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

Sample Grants Given

MADISON, WI · 2024
COMMUNITY SUPPORT
$88,785
HC SQUARED INCORPORATED
MARSHALL, WI · 2024
GENERAL SUPPORT
$50,000
MADISON, WI · 2024
WBE SCHOLARSHIP AND STAND BY JACK PLEDGE
$36,668
MADISON, WI · 2024
GENERAL SUPPORT & FINANCIAL EDUCATION
$25,000
MONONA, WI · 2024
GENERAL SUPPORT
$20,000

Showing up to 5 of 84 total records — full history available with membership.

Officers & Directors

DIRECTOR Abigail Rodriguez
VICE CHAIR Bob Lindner
CIO Christopher Hefter
CMO Christopher Schell
CHAIR Daniel Kaiser
DIRECTOR (TREASURER ELECT) David Reszel

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$1,627,569 57 grants
Fundraising & Sponsorship
$196,044 13 grants
Education
$151,668 6 grants
Youth Development
$25,250 2 grants
Sports & Recreation
$7,500 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $453.9M $395.4M $7.5B
2023 $344.6M $293.4M $6.9B
2022 $231.1M $179.7M $6.2B
2020 $218.7M $159.6M $4.3B
2019 $183.1M $139.4M $3.7B

Between 2019 and 2024, reported annual revenue grew from $183.1M to $453.9M (+148%), with total assets most recently reported at $7.5B.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in GA, TX, WI.

GATXWI

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for SUMMIT CREDIT UNION

Complete financials, all 84 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 880,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
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