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.

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
$1,278,247 43 grants
COMMUNITY SUPPORT
$223,964 3 grants
UNITED WAY CORPORATE CONTRIBUTION/LOAN EXEC SPONSOR
$116,150 3 grants
GENERAL SUPPORT & FINANCIAL EDUCATION
$75,000 2 grants
RESIDENCE HALL CAPITAL CAMPAIGN
$45,358 3 grants

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

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