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Filing year 2024

Everwise Credit Union

South Bend, Indiana·EIN 35-0702986·14
Total revenue
$330M
Total assets
$5.3B
Total expenses
$301.3M
Reported officers
24
Mission

State Chartered Credit Union

Executive compensation, broken down

Form 990 · Schedule J · 24 reported individuals · Filing year 2024

$793k
$853k
Base
$687k
Bonus
$47k
Other
$11k
Benefits
$12k
President, Everwise Wealth Management
$533k
$574k
Base
$192k
Bonus
$253k
Other
$734
Benefits
$14k
Financial Advisor III
highest compensated employee
$481k
$517k
Base
$41k
Bonus
$389k
Other
$70
Benefits
$11k
Chief Financial Officer
$439k
$472k
Base
$346k
Bonus
$30k
Other
$690
Benefits
$14k
Vp, Chief Member Experience Officer
vice president
$434k
$467k
Base
$381k
Bonus
$17k
Other
$682
Benefits
Financial Advisor III
highest compensated employee
$433k
$465k
Base
$41k
Bonus
$366k
Other
$15
Benefits
$11k
Chief Human Resources Officer
officer (unspecified)
$429k
$462k
Base
$323k
Bonus
$40k
Other
$2k
Benefits
$7k
Chief Strategic Bus. Transformation Officer
officer (unspecified)
$405k
$436k
Base
$311k
Bonus
$17k
Other
$1k
Benefits
$14k
Mortgage Sales Manager
highest compensated employee
$401k
$431k
Base
$94k
Bonus
$269k
Other
$432
Benefits
Chief Information Officer
chief information officer
$397k
$427k
Base
$311k
Bonus
$35k
Other
$470
Benefits
$10k
Sba & Usda Relationship Manager
highest compensated employee
$349k
$375k
Base
$146k
Bonus
$156k
Other
$181
Benefits
$5k
Chief Marketing & Growth Officer
officer (unspecified)
$313k
$336k
Base
$263k
Bonus
$14k
Other
$409
Benefits
$855
Sr VP Commercial Credit & Specialty Finance (start 03/2024)
vice president
$234k
$251k
Base
$196k
Bonus
$8k
Other
$814
Benefits
Chief of Account & Credit Operations (start 04/2024)
officer (unspecified)
$227k
$245k
Base
$190k
Bonus
$8k
Other
$367
Benefits
$5k
Chief Legal & Risk Officer (start 07/2024)
officer (unspecified)
$134k
$144k
Chairman
board chair
$61k
$66k
Board Member
board member
$48k
$52k
Treasurer
officer (unspecified)
$48k
$52k
Secretary
officer (unspecified)
$47k
$51k
Board Member
board member
$46k
$50k
Vice Chairman
board vice chair
$45k
$48k
Assistant Treasurer
officer (unspecified)
$41k
$44k
Assistant Secretary
officer (unspecified)
$41k
$44k
Board Member (started 05/2024)
board member
$36k
$39k

Teal figures restate each filed amount in 2026 dollars.

Estimated with BLS CPI-U for the Midwest region, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.

Down 34%
from 2023

From $1.2M in 2023 to $793k in 2024.

$1.2M
2023
$793k
2024
In today's dollarsEst.
Down 35% in real terms$1.3M to $853k

Estimated with BLS CPI-U for the Midwest region, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.

Highest reported compensation in each year. Volunteer board members and partial-year payouts are filtered out.
Financial trend

Revenue and expenses over time

Everwise Credit Union reported revenue and expenses across 2 filing years.

RevenueExpenses
$286.5M
$252.3M
2023
$330M
$301.3M
2024
Total revenue and total expenses from IRS Form 990 filings.
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