Plant the Seeds for the Future

Transcription

Plant the Seeds for the Future
Your Gift Nurtures Our System
By supporting our work, you join other
credit union advocates to grow our system.
Suggested Levels of Giving
Large Credit Unions
(Assets $100 million and above)
$3,500 or more
Mid-Size Credit Unions
(Asset size $20-$100 million)
$2,500 to $3,000
Small Credit Unions
(Asset size $20 million and below)
$750 to $2,000
Plant the Seeds for the Future
2011-2012
Invest
in the
Future Union
of Iowa’s Foundation
Iowa
Credit
Credit Union Members
Annual Report
“With your help, I can continue my
college education. My future plans
include getting my bachelor’s degree
and a MBA degree,”
For additional information on the Iowa Credit Union Foundation
and any of the programs mentioned, please contact:
Marybeth Foster, Executive Director
[email protected]
800.860.6180 x3001
For more
information, contact:
515.221.3001 telephone
Marybeth
Foster, Executive
800.860.6180
toll-free Director
515.221.3010 facsimile
[email protected]
800.860.6180
x3001
1500 NW 118th Street
FIB scholarship recipient
Helping Iowans Build Wealth,
Responsibility and Independence
“I would say this [IDA program] has
been one of my best experiences.”
ICUF Vision
IDA Saver, Small Business,
Des Moines Metro Credit Union
www.iowacreditunionfoundation.org
ICUF Mission
Dupaco Community Credit Union member
Maurice Murenzi
Des Moines, IA 50325
Iowa Credit Union Foundation 800.860.6180
Jacy Oberbroeckling
Eliminate Poverty in Iowa
Financial Education
Financial Education Consultant
ICUF Board of Directors
President: Dale Owen, Ascentra Credit Union
Vice President: Helen Pearce, Cedar Falls
Community Credit Union
Secretary: Christina Fernandez-Morrow
Treasurer: Lana Ross, Iowa Community Action
Association
Matthew Cervantes, Linn Area Credit Union
Angela Drury, 1st Gateway Credit Union
Mike Moroney, Alliant Credit Union
Jason Norton, DuTrac Community Credit Union
Ex-Officio Members
Josh Cook, Community Choice Credit Union
Jim Niederhauser, Iowa Credit Union League
Mike Whittie, Federal Employees Credit Union
page 10
Dear Iowa Credit Union Colleagues,
New Financial Education CDs
The Iowa Credit Union Foundation (ICUF) exists to help credit union members
in need of economic stability, whether they are under-banked, unbanked or living
on the financial margins.
ICUF partnered with its financial education consultant, Adam
Carroll, to launch a new financial education CD program in May
2012. Each CD is professionally created, covering four different
financial education topics targeting credit union members and
their children. Credit unions can hand out the CDs at their
branches, events and annual meetings.
With the fallout from the Great Recession still being felt, many families find they
are financially strapped. Additionally, estimates of families living in poverty continue to rise, meaning our work to help families build wealth, responsibility and
independence has never been more important.
Last fall, we reached out to credit unions and asked for you to help us “Plant Seeds
for the Future,” as we conducted our first major fundraising campaign in many
years. Even with tight margins, credit unions were extremely generous in their
Congratulations! You’re out of school, gainfully employed,
and your savings account is growing.
response to our request. As of August 22, we surpassed our goal of $100,000
due
What now?!
to the value ICUF has provided to your credit union and your members. We are
so thankful and we believe ICUF’s work is centered in the credit union philosophy
of “people helping people.”
Money in your 20s
WinninG The Money GaMe
However, with the proper information and guidance, you may be able to set yourself up for
a lifetime of financial success. It’s not about how much money you make, but what you do
with the money you have!
The Foundation focuses on three strategic directives in order to help credit
union members and Iowans improve their lives. The directives include:
· Be the champions of financial literacy
· Provide tools for sustainable small businesses
Thank you for all you do for Iowa’s credit union system.
· Give all Iowans access to financial services
Thanks to financial support from credit unions and individuals,
ICUF provides a variety of grants, scholarships and programs.
Our flagship program, the Credit Union Family Partnership IDA
Program, is key to moving Iowans out of poverty.
For more information, visit iowacreditunionfoundation.org
Sincerely,
in your
The challenge is -- no one is teaching us the rules of how to play.
From the time we’re young, we learn very quickly how to become workers and consumers (in
fact, we’re GREAT at consuming). What we’re not being taught in schools is how to make
our money work harder than we do.
20s
To do that, we first have to have more money at the end of the month instead of more
month at the end of the money!
In Winning The Money Game, you’ll learn:
• Why it’s not important how much you make
• How to create an ongoing savings plan
• When to distinguish our needs from our wants
• The best ways to employ your money
• The consequences of poor money choices
• And MORE!
Founded in 1995, the Iowa Credit Union Foundation’s mission is to help
Iowans build wealth, responsibility and independence, with the vision to
eliminate poverty in the State of Iowa.
The Foundation focuses on three strategic directives in order to help credit
union members and Iowans improve their lives. The directives include:
Compliments of
[Name Here]
Credit Union
· Be the champions of financial literacy
· Provide tools for sustainable small businesses
· Give all Iowans access to financial services
Thanks to financial support from credit unions and individuals,
ICUF provides a variety of grants, scholarships and programs.
Our flagship program, the Credit Union Family Partnership IDA
Program, is key to moving Iowans out of poverty.
Presented by Adam Carroll, National Financial Educators
Founded in 1995, the Iowa Credit Union Foundation’s mission is to help
Iowans build wealth, responsibility and independence, with the vision to
eliminate poverty in the State of Iowa.
Presented by Adam Carroll, National Financial Educators
In Money In Your 20s, you’ll learn:
• Why some 20-somethings will struggle financially for life
• How to properly set up your accounts
• Where you should be putting money (and how much!)
• The secrets to not getting taken on a car purchase
• How to rapidly payoff debt
• And MORE!
There is a game that we all play with money
and at any given point in time we’re either
winning the game or losing the game.
Money
WinninG The Money GaMe •
Money in your 20’s •
Some of the biggest purchase decisions of your life are made in your 20s and most
people are terribly unprepared. That lack of preparation can cause decisions to be
made that have very long-lasting implications.
Indeed, ICUF manifests what our system is all about. We hope the testimonials
you read throughout this report serve as proof of the value of your financial support and will encourage you to continue to support ICUF in the years to come.
Adam Carroll, ICUF
Financial Education
Consultant, provides
training and technical
assistance to Iowa
credit unions on
financial education
thanks to a grant from
the Northwest
Area Foundation and
the National Credit
Union Foundation.
For more information, visit iowacreditunionfoundation.org
Presented by
Adam Carroll, Chief Education Officer
National Financial Educators
WinninG
“ICUF made us aware of
The
Money
GaMe
Adam Carroll’s speaking
opportunities. We hosted a
lecture with Adam, free of charge
Compliments of
[Name Here]
Credit Union
in April and our membership
Presented by
Adam Carroll, Chief Education Officer
National Financial Educators
was very happy with the event.
unpluGGinG The parenTal aTM MaChine
Dale Owen
President
Iowa Credit Union Foundation
Marybeth Foster
Executive Director
Iowa Credit Union Foundation
The Foundation focuses on three strategic directives in order to help credit
union members and Iowans improve their lives. The directives include:
· Be the champions of financial literacy
· Provide tools for sustainable small businesses
· Give all Iowans access to financial services
Thanks to financial support from credit unions and individuals,
ICUF provides a variety of grants, scholarships and programs.
Our flagship program, the Credit Union Family Partnership IDA
Program, is key to moving Iowans out of poverty.
For more information, visit iowacreditunionfoundation.org
Presented by Adam Carroll, National Financial Educators
Founded in 1995, the Iowa Credit Union Foundation’s mission is to help
Iowans build wealth, responsibility and independence, with the vision to
eliminate poverty in the State of Iowa.
parenTal
There is a system to finding the funding, applying with ease, writing a killer essay, and
nailing the interview. And if you think scholarship applications are a waste of time -think again. Filling out scholarship applications is the single highest paying part-time job
you’ll ever have.
aTM
MaChine
In Scholarship Mastery, you’ll learn:
• How seemingly ordinary students get extraordinary amounts of money for school
• Where to find the funding sources locally, regionally, and nationally
• How to write “your story” compelling enough to move a scholarship committee
• The secrets to graduating debt-free
• How one student asked for a full-ride scholarship... and got it!
• And MORE!
Founded in 1995, the Iowa Credit Union Foundation’s mission is to help
Iowans build wealth, responsibility and independence, with the vision to
eliminate poverty in the State of Iowa.
The Foundation focuses on three strategic directives in order to help credit
union members and Iowans improve their lives. The directives include:
Compliments of
[Name Here]
Credit Union
· Be the champions of financial literacy
· Provide tools for sustainable small businesses
· Give all Iowans access to financial services
Thanks to financial support from credit unions and individuals,
ICUF provides a variety of grants, scholarships and programs.
Our flagship program, the Credit Union Family Partnership IDA
Program, is key to moving Iowans out of poverty.
Presented by Adam Carroll, National Financial Educators
In Unplugging The Parental ATM Machine, you’ll learn:
• How to have money conversations with your kids without conflict
• When to turn everyday happenings into “teachable moments”
• What most young people wrongly assume about money
• The ONE key phrase that every parent must learn to say
• How to raise a financially responsible teen
• And MORE!
Why is it that some students get massive amounts of
scholarships while others struggle to find even the
unpluGGinG
smallest awards?
All it takes is a closer inspection of what the extraordinary winners do and you can begin
The
to emulate their results. After all, success leaves clues.
SCholarShip MaSTery •
Raising financially savvy kids is difficult in an era when they’re being bombarded by
marketing messages at every turn. Even if you turn off the TV, they’re visually
assaulted with ads on the internet, print and social media. Instant gratification is the
marketer’s magic, but with some specific lessons, your children may grow up to be
super financially savvy.
unpluGGinG The parenTal aTM MaChine •
Ever feel like you are your kids’ personal ATM machine?
Do you wonder if they’ll ever stop asking for money?
Or if they’ll be able to survive on their own once they’re
“out of the nest?”
SCholarShip MaSTery
SCholarShip
MaSTery
hoW ordinary
STudenTS GeT
exTraordinary
Money for ColleGe
Compliments of
[Name Here]
Credit Union
ICUF offered us resources that a
credit union of our size wouldn’t
otherwise have access to.”
Brent Kowalsky
Capitol View Credit Union
For more information, visit iowacreditunionfoundation.org
Presented by
Adam Carroll, Chief Education Officer
National Financial Educators
Presented by
Adam Carroll, Chief Education Officer
National Financial Educators
“Since joining the ICUF board, I find myself wanting to help people even more. When you are around a
group of people that have one common goal to help people it becomes contagious.”
Mike Moroney, Alliant Credit Union
Programs and Financial Education
page 2
ORDER FORM
unpluGGinG The parenTal aTM MaChine
Money
in your
There is a game that we all play with money
and at any given point in time we’re either
winning the game or losing the game.
995, the Iowa Credit Union Foundation’s mission is to help
wealth, responsibility and independence, with the vision to
erty in the State of Iowa.
ancial support from credit unions and individuals,
s a variety of grants, scholarships and programs.
program, the Credit Union Family Partnership IDA
y to moving Iowans out of poverty.
owacreditunionfoundation.org
Founded in 1995, the Iowa Credit Union Foundation’s mission is to help
Iowans build wealth, responsibility and independence, with the vision to
eliminate poverty in the State of Iowa.
The Foundation
focuses on three strategic directives in order to help credit
Presented
by
union members and Iowans improve their lives. The directives include:
Adam Carroll, Chief Education Officer
Be the champions
of financial literacy
National· Financial
Educators
· Provide tools for sustainable small businesses
Money
GaMe
Presented by Adam Carroll, National Financial Educators
tools for sustainable small businesses
l Iowans access to financial services
In Winning The Money Game, you’ll learn:
• Why it’s not important how much you make
• How to create an ongoing savings plan
• When to distinguish our needs from our wants
• The best ways to employ your
ents of
Complimmoney
]
• The consequences of poor
money
choices
e Here
[Nam
• And MORE!
Credit Union
The
Founded in 1995, the Iowa Credit Union Foundation’s mission is to help
Iowans build wealth, responsibility and independence, with the vision to
eliminate poverty in the State of Iowa.
The Foundation focuses on three strategic directives in order to help credit
union members and Iowans improve their lives. The directives include:
· Be the champions of financial literacy
· Provide tools for sustainable small businesses
· Give all Iowans access to financial services
Thanks to financial support from credit unions and individuals,
ICUF provides a variety of grants, scholarships and programs.
Our flagship program, the Credit Union Family Partnership IDA
Program, is key to moving Iowans out of poverty.
For more information, visit iowacreditunionfoundation.org
· Give all Iowans access to financial services
Thanks to financial support from credit unions and individuals,
ICUF provides a variety of grants, scholarships and programs.
Our flagship program, the Credit Union Family Partnership IDA
Program, is key to moving Iowans out of poverty.
For more information, visit iowacreditunionfoundation.org
Compliments of
[Name Here]
Credit Union
Community Investment Fund (CIF)
parenTal
aTM
Why is it that some students get massive amounts of
scholarships while others struggle to find even the
smallest awards?
MaChine
All it takes is a closer inspection of what the extraordinary winners do and you can begin
to emulate their results. After all, success leaves clues.
There is a system to finding the funding, applying with ease, writing a killer essay, and
nailing the interview. And if you think scholarship applications are a waste of time -think again. Filling out scholarship applications is the single highest paying part-time job
you’ll ever have.
In Scholarship Mastery, you’ll learn:
• How seemingly ordinary students get extraordinary amounts of money for school
• Where to find the funding sources locally, regionally, and nationally
• How to write “your story” compelling enough to move a scholarship committee
• The secrets to graduating debt-free
• How one student asked for a full-ride scholarship... and got it!
• And MORE!
Compliments of
[Name Here]
Credit Union
Founded in 1995, the Iowa Credit Union Foundation’s mission is to help
Iowans build wealth, responsibility and independence, with the vision to
eliminate poverty in the State of Iowa.
The Foundation focuses on three strategic directives in order to help credit
union members and Iowans improve their lives. The directives include:
· Be the champions of financial literacy
Presented by
· Provide tools for sustainable small businesses
Adam Carroll, Chief Education Officer
· Give all
Iowans access to financial services
National Financial
Educators
Thanks to financial support from credit unions and individuals,
ICUF provides a variety of grants, scholarships and programs.
Our flagship program, the Credit Union Family Partnership IDA
Program, is key to moving Iowans out of poverty.
MaSTery
hoW ordinary
STudenTS GeT
exTraordinary
Money for ColleGe
2011-2012 Participating Credit Unions
Include:
Compliments of
[Name Here]
Credit Union
For more information, visit iowacreditunionfoundation.org
Presented by
Adam Carroll, Chief Education Officer
National Financial Educators
Presented by
Adam Carroll, Chief Education Officer
National Financial Educators
Financial education provides:
• A way of keeping your credit union in front of your members and prospective members for months to come.
• An opportunity to educate your members in a non-intrusive way.
• A means of touching younger members with age-appropriate advice.
To place your order, simply enter the quantity of CDs you would like in the quantity box. Fax the completed order form
to: 515.221.3010. ICUF will contact you to finalize your order.
Titles Currently Available
Quantity*
The Community Investment Fund funds national and
state level development initiatives and is a stable source
of funding for ICUF’s grant making, endowment growth
and financial education.
SCholarShip
Presented by Adam Carroll, National Financial Educators
champions of financial literacy
To do that, we first have to have more money at the end of the month instead of more
month at the end of the money!
WinninG
In Unplugging The Parental ATM Machine, you’ll learn:
• How to have money conversations with your kids without conflict
• When to turn everyday happenings into “teachable moments”
• What most young people wrongly assume about money
• The ONE key phrase that every parent must learn to say
• How to raise a financially responsible teen
• And MORE!
unpluGGinG
The
SCholarShip MaSTery
Presented by Adam Carroll, National Financial Educators
on focuses on three strategic directives in order to help credit
rs and Iowans improve their lives. The directives include:
The challenge is -- no one is teaching us the rules of how to play.
From the time we’re young, we learn very quickly how to become workers and consumers (in
fact, we’re GREAT at consuming). What we’re not being taught in schools is how to make
our money work harder than we do.
WinninG The Money GaMe •
e financially for life
Presented by Adam Carroll, National Financial Educators
WinninG The Money GaMe
Raising financially savvy kids is difficult in an era when they’re being bombarded by
marketing messages at every turn. Even if you turn off the TV, they’re visually
assaulted with ads on the internet, print and social media. Instant gratification is the
marketer’s magic, but with some specific lessons, your children may grow up to be
super financially savvy.
SCholarShip MaSTery •
20s
guidance, you may be able to set yourself up for
how much money you make, but what you do
and how much!)
ar purchase
Ever feel like you are your kids’ personal ATM machine?
Do you wonder if they’ll ever stop asking for money?
Or if they’ll be able to survive on their own once they’re
“out of the nest?”
unpluGGinG The parenTal aTM MaChine •
ur life are made in your 20s and most
preparation can cause decisions to be
ns.
Money in your 20’s •
of school, gainfully employed,
growing.
Unit Price
Money in Your 20s
$ 3.25
Winning the Money Game
$ 3.25
Unplugging the Parental ATM Machine
$ 3.25
Scholarship Mastery
$ 3.25
Design and layout of individual CU cover and case,
for customization purposes. One-time expense.
$ 95.00
Subtotal
Discount (25% discount for CUs with $25 million in assets or less)
Sales tax (will be calculated)
Shipping (will be calculated)
*Minimum order of 50 per title.
Credit Union Name:
Contact Name:
Address:
City/State/Zip:
Phone Number:
Email Address:
Questions? Please call 800.860.6180 or visit www.IowaCreditUnionFoundation.org.
Financial Education Toolkit
•
•
•
•
•
Cedar Falls Community Credit Union
Collins Community Credit Union
Midland Credit Union
Power Co-op Employees Credit Union
River Community Credit Union
The financial education toolkit was made exclusively for Iowa credit
unions and contains descriptions of nearly 20 financial education tools
that credit unions can use or promote to local classrooms in their
communities, free of charge. The toolkit can be found on the
members-only portion of IowaCreditUnionFoundation.org.
“Without ICUF’s financial support
we could not put on successful
financial education programs. The
public relations benefits created
huge visibility for the credit union”
Denny Siemers
Town and Country Credit Union
ICUF Grants and Scholarships
page 3
page 8
Small Credit Union Grants
League President’s Scholarship
Since 2000, Veridian Credit Union has provided a $10,000 contribution to ICUF to provide
grants to small credit unions under $25 million in assets. Credit unions can use grant funds to
enhance their use of technology or to send a board member or staff member to the Iowa
Credit Union League’s Legislative and Regulatory Issues Conference in Des Moines.
The League President’s Scholarship provides Iowa
credit unions, their employees and their chapters
with funding for national schools, education
activities, community education projects and
certification programs.
2011-2012 Technology and Planning Grant Recipients:
• Dubuque Teachers Credit Union
• Polk County Credit Union
• Town and Country Credit Union
• Village Credit Union
Travis DeRidder (above right) directing his blindfolded classmate through an obstacle during a team building
challenge at CUNA Management School.
2011-2012 Recipient:
• Affinity Credit Union
“Through ICUF’s League President’s
Scholarship, we were fortunate to receive the
funds necessary to send a staff member to
the Network of Latino Credit Unions and
Professionals conference. She gathered not
only ideas for marketing to the Latino
community but the conference also provided
valuable networking opportunities.”
Sandy Robinson, Affinity Credit Union
Al W. Jordan (AWJ) Scholarship
Financial Education Grant
This scholarship is named in honor of Al W. Jordan, who served as president of the
Iowa Credit Union League from 1953-1981. The scholarship helps those who aspire
to achieve leadership positions in the credit union system by attending CUNA
Management School.
The Financial Education Grant was created to support financial
education efforts at Iowa credit unions. Credit unions can use the
funds to start or expand financial education initiatives in their communities.
2011-2012 Recipients:
2011-2012 Recipients:
•
•
•
•
1st Gateway Credit Union
Alliant Credit Union
Ascentra Credit Union
Power Co-op Employees
Credit Union
• The Family Credit Union
• Town and Country Credit Union
• Village Credit Union
• Travis DeRidder, First Class Credit Union
• Chad Kaeppel, Cedar Falls Community Credit Union
“The AWJ Scholarship made it affordable for my credit union to send me to
Below: Melissa De Dios (Affinity Credit Union, far left)
with colleagues at NLCUP Conference
CUNA Management School. This school provided me knowledge and insight
to become a valuable part of my credit union’s management team.”
Travis DeRidder, First Class Credit Union
Emily Kress (Alliant Credit Union) reads to kids
at a local daycare.
Disaster Grant
In the unfortunate event of a natural disaster or personal emergency, this grant
provides cash assistance to credit union members when it is needed most. Credit
union managers apply on behalf of their members for emergency assistance.
2011-2012 Recipients:
• Midland Credit Union
Family Involvement Board (FIB) Scholarship
The FIB Scholarship was created to encourage young adults and nontraditional students
to learn about the credit union movement while providing funding toward their
post-secondary education costs.
2012 High School Winners:
• Christian Archer – Community 1st Credit Union
(Ottumwa)
• Jane Day – Linn Area Credit Union (Hiawatha)
• Augustine Villa – Financial Plus Credit Union (Altoona)
• Matthew Peterson – Veridian Credit Union (Ankeny)
• North Star Community Credit Union
“Midland Credit Union applied for a
grant on behalf of several credit union
members and they each were awarded
a $500 grant. Lon Saunders received
$500 after he experienced a fire.”
Becky DeVries, Midland Credit Union
2011-2012 Legislative and Regulatory Issues Grant Recipients:
• Capitol View Credit Union
• Cornerstone Credit Union
• USDA Credit Union
• Village Credit Union
From L to R: Becky DeVries, Lon Saunders,
Holly Bernal
Christian Archer, 2012 FIB
Scholarship Winner
Warren A. Morrow
Memorial Scholarship
Starting in 2013, the
FIB scholarship will be
renamed the Warren A.
Morrow Memorial
Scholarship, in memory
of the late CEO of
Coopera. Warren was
instrumental in ICUF’s
ability to obtain a grant
Warren A. Morrow
that provided matching
funds to launch Iowa’s first credit union IDA
program. ICUF would not be where it is today
without Warren’s talents and visions. This
scholarship will keep his spirit alive by providing
young adults and nontraditional students with
education opportunities.
2012 Post-High School Winners:
• Danielle Berte – Power Co-op Employees Credit Union
(Humboldt)
• Joseph Andre –Financial Plus Credit Union (Des Moines)
“The financial education grant allowed us to create a program for a local daycare, which won a ‘Categories Best
Diamond Award’ at the 2012 CUNA Marketing & Business Development Conference.”
– Emily Kress, Alliant Credit Union, Financial Education Grant Recipient
Financial Statements
page 7
Individual Development Account (IDA) Program
“We are very fortunate to offer IDAs through
During the 2012 Iowa General Assembly session, ICUF received
bi-partisan support for a change to the state law governing use of state
money for the Credit Union Family Partnership IDA Program.
Since 2009, the use of the IDA funds has been limited to IDA savers
who have been affected by a natural disaster with a Presidential
declaration.Because of this restriction, credit unions have only been
able to serve a handful of Iowans through the IDA program who met
this criterion.
Thanks to PolicyWorks and House Speaker Kraig Paulsen, during the
2012 session, the necessary changes to state law were approved by the
Iowa Legislature, allowing the funds to be used by anyone who met
the other criteria based on income and family size.
The measure was signed into law by Governor Terry Branstad and
became effective July 1, 2012.
IDA saver Maurice Murenzi (left) with his family
infront of his business.
page 4
ICUF. We have IDA members that have
started a new business, purchased a home, financed vehicles and enrolled in secondary
education. These members have been able
to take a dream and turn it into reality.”
Phil Van Mersbergen
Community 1st Credit Union
Money Smart Week
ICUF is a sponsor of
Money Smart Week. Money
Smart Weekis a popular
program comprised of a
series of free classes and
activities designed to help
consumers better manage
their personal finances. The
program is sponsored by the
Federal Reserve Bank
of Chicago.
“ICUF helps make
credit unions aware
of opportunities in the
Unaudited Financial Statement
As of June 30, 2012
ASSETS
2012
$ 611,832.91
2011
$ 589,342.64
LIABILITIES
2012
$ 35,609.93
REVENUES
June 30, 2012
$ 291,197.65
2011
$ 17,890.47
SOURCES OF FUNDS - as of June 30
through committee involvement.
Because of ICUF, I’m an active
participant in the planning of Money
Smart Week in Central Iowa and the
Asset Building Coalition, which helps
low to moderate-income households
build wealth.”
Traci Stiles,
Des Moines Metro Credit Union
2011
$ 2,304.00
$ 8,220.00
Credit Union Donations
$ 94,229.00
$ 52,548.00
IDA Match (new sources)
$ 120,700.00
$ 34,000.00
$ 65,165.00
$ 26,752.00
$ 8,750.00
$ 17,500.00
$ 49.65
$ 1,279.85
$ 291,148.65
$ 139,020.85
Investments
June 30, 2011
$ 140,299.85
community to partner with non-profit
organizations and participate
2012
IDA Match (long-time grants)
Private Foundations
EXPENSES
June 30, 2011
June 30, 2012
Operational
Operational
$ 75,006
$ 70,895
Program Non-IDA
$ 34,541
Program Non-IDA
$ 46,787
IDA
IDA
$ 84,274
$ 95,001
Miscellaneous
Donations and Support
page 5
page 6
ICUF Donor List
As of August 22, 2012
Does NOT include CMN or campaign donors
1st Gateway Credit Union
Advantage Credit Union
Affiliates Management Company
Affinity Credit Union
Alliant Credit Union
Ascentra Credit Union
Catch21
Casebine Community Credit Union
Cedar Falls Community Credit Union
Collins Community Credit Union
Community 1st Credit Union
Community Business Lenders
Consumer Loan Services
Coopera
Coralville Marriott Hotel and Conference Center
Credit Union Service Network
CU Direct
CU Members Mortgage
CUNA Mutual Group
Dakota Security Systems
Des Moines Metro Credit Union
2012 Fundraising Campaign
Dupaco Community Credit Union
DuTrac Community Credit Union
Federal Home Loan Bank of Des Moines
Ficor – Financial Insurance Corporation
Financial Plus Credit Union
Greater Iowa Credit Union
Iowa College Access Network
Iowa Credit Union League
Iowa Student Loan
Kirk Gross Company
LaMACCHIA Group
Linn Area Credit Union
LockNET IT Solutions
Marybeth Foster
Metco Credit Union
Mike Harvey
Mike Whittie
Monte Berg
PolicyWorks
RIA Federal Credit Union
Single-Source
SWBC
Systronics, Inc.
The Family Credit Union
The Members Group
The Old Creamery Theatre Company
The Stewart Group
TMG Financial Services
TurnKey Security Equipment
Universal Lending
University of Iowa Community Credit Union
Veridian Credit Union
ICUF has made every effort to compile
a complete list. We apologize for any
inadvertent omissions.
Children’s Miracle Network (CMN)
CMN is a national non-profit organization dedicated to
improving the lives of children by raising money for more
than 170 children’s hospitals across North America and is the
“charity of choice” for credit unions. ICUF supports CMN
by taking in all checks from credit unions and making quarterly payments to CMN hospitals.
2011-2012 Donors (since September 2011):
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1st Gateway Credit Union
Advantage Credit Union
Aegis Credit Union
Affinity Credit Union
Ascentra Credit Union
Capitol View Credit Union
Casebine Community Credit Union
Cedar Falls Community
Credit Union
Chemical Credit Union
Citizens Community Credit Union
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Communications & Catholic
Credit Union
Community 1st Credit Union
Cornerstone Credit Union
Dapako Credit Union
DuPont Employees Credit Union
DuTrac Community Credit Union
Eagle Rock Credit Union
Employees Credit Union
Family Community Credit Union
Financial Plus Credit Union
2012 Fundraising Campaign Donors:
1st Gateway Credit Union
Advantage Credit Union
Aegis Credit Union
Affiliates Management Company
Affinity Credit Union
Alliant Credit Union
Angela Drury
Ascentra Credit Union
Black Hawk Chapter of Credit Unions
Casebine Community Credit Union
Cedar Falls Community Credit Union
Central Iowa Chapter of Credit Unions
CO-OP Financial Services
Collins Community Credit Union
Community 1st Credit Union
Consumers Credit Union
Dale Owen
Des Moines Metro Credit Union
Des Moines Police Officers Credit Union
Dupaco Community Credit Union
DuTrac Community Credit Union
EdCo Community Credit Union
Financial Plus Credit Union
Fort Dodge Family Credit Union
Greater Iowa Credit Union
Helen Pearce
Henry County Community Credit Union
Iowa Credit Union League
Jason Norton
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Frontier Community Credit Union
General Drivers Credit Union
Great River Chapter
Greater Iowa Credit Union
Henry County Community
Credit Union
Industrial Employees Credit Union
Lennox Employees Credit Union
Linn Area Credit Union
Louden Depot Community
Credit Union
Linn Area Credit Union
Mark Movic
Mercy-City-Lehigh Family
Credit Union
Metco Credit Union
MHI – Independence Employees
Credit Union
Midland Credit Union
Mike Moroney
Nishna Valley Credit Union
Northeast Chapter of Credit Unions
North Iowa Community Credit Union
North Star Community Credit Union
NW Iowa Credit Union
Pat Jury
Power Co-op Employees Credit Union
Quaker Oats Credit Union
River Community Credit Union
River Valley Credit Union
Town and Country Credit Union
Tradesman Community Credit Union
The Family Credit Union
The Municipal Credit Union
United Credit Union
United Way of Central Iowa
University of Iowa Community Credit Union
USDA Credit Union
Warren Morrow
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ICUF has helped hundreds of families and Iowa credit union
staff through grants and scholarships, matched savings and financial education. ICUF relies on individuals and credit union
donations in order to serve its philanthropic mission. This year
ICUF set a goal to reach $100,000. We exceeded our goal as of
August 22, 2012!
ICUF extends a heartfelt thank you to all who have donated so
far to ICUF’s 2012 Fundraising Campaign.
Members Community Credit Union
Metco Credit Union
North Iowa Community Credit Union
North Star Community Credit Union
NW Iowa Credit Union
Polk County Schools Employees
Credit Union
Power Co-op Employees Credit Union
Premier Credit Union
Quaker Oats Credit Union
RACOM Community Credit Union
Fundraising
Campaign Goal:
$100,000
Currently Raised:
$ 102,880*
* As of September 5, 2012.
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River Valley Credit Union
Teamsters Local #238 Credit Union
Tradesmen Community Credit Union
University of Iowa Community
Credit Union

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