2020-11-13T09:02:29-06:00 2019-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2019-01-01 237065623 CREDIT UNION NATIONAL ASSOCIATION INC CRED 8003569655 99 M STREET SE NO 300 WASHINGTON DC 20003 EDDIE RIVERA CFO 8003569655 2020-11-06 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2020-11-06 67.137.57.251 2020-11-06 10:44:48 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 FD28509D86CCC3EABF46B943EDA11A5EFEA0D8AD 2019 2021-04-22 16:20:28Z JIM NUSSLE 99 M STREET SE NO 300 WASHINGTON DC 20003 100658151 0 X WWW.CUNA.ORG X 1970 WI CREDIT UNION NATIONAL ASSOCIATION, INC. IS A NATIONAL TRADE ASSOCIATION FOR CREDIT UNIONS ORGANIZED TO SUPPORT, PROTECT, UNIFY AND ADVANCE THE GOALS AND PURPOSES OF THE CREDIT UNION SYSTEM. IT PROVIDES LEGISLATIVE, RESEARCH, PUBLIC RELATIONSHIP, EDUCATIONAL, AND SERVICES DEVELOPMENT SUPPORT FOR THE CREDIT UNION SYSTEM. 24 24 296 183 1061082 0 10314790 36070112 54642505 55695906 687091 1362018 6461178 7001596 72105564 100129632 0 405000 0 0 31012480 34204056 0 0 0 39973370 34926808 70985850 69535864 1119714 30593768 54169627 86055727 33548339 34587133 20621288 51468594 X CREDIT UNION NATIONAL ASSOCIATION, INC. IS A NATIONAL TRADE ASSOCIATION FOR CREDIT UNIONS ORGANIZED TO SUPPORT, PROTECT, UNIFY AND ADVANCE THE GOALS AND PURPOSES OF THE CREDIT UNION SYSTEM. IT PROVIDES LEGISLATIVE, RESEARCH, PUBLIC RELATIONSHIP, EDUCATIONAL, AND SERVICES DEVELOPMENT SUPPORT FOR THE CREDIT UNION SYSTEM. 0 0 ADVOCACY - PROVIDES REGULATORY, LEGISLATIVE AND ADVOCACY SUPPORT IN WASHINGTON DC FOR THE CREDIT UNION MEMBERSHIP. ASSOCIATION SERVICES - PROVIDES TRAINING, EDUCATION AND ANNUAL CONFERENCE FOR CREDIT UNION STAFF AND ITS MEMBERS. BUSINESS & CONSUMER PUBLISHING - PROVIDES MAGAZINE AND NEWSLETTER PUBLICATIONS, RESEARCH SERVICES, AND OTHER PRODUCTS AND SERVICES FOR CREDIT UNION STAFF AND ITS MEMBERS. SALES & MARKETING, CU DEVELOPMENT 0 1 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 348 0 296 1 1 1 0 0 0 0 0 1 0 X 24 24 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X EDDIE RIVERA 6082314371 5710 MINERAL POINT ROAD MADISON WI 53705 BRADLEY GREEN SECRETARY 5.00 X X 0 0 0 BRETT MARTINEZ CHAIRMAN 10.00 X X 0 0 0 CAROLINE WILLARD DIRECTOR 4.00 X 0 0 0 CHARLES ELLIOTT DIRECTOR 4.00 X 0 0 0 DALLAS W BERGL DIRECTOR 4.00 X 0 0 0 DEBIE KEESEE DIRECTOR 4.00 X 0 0 0 FREDERICK ROBINSON DIRECTOR 4.00 X 0 0 0 GARY FURTADO DIRECTOR 4.00 X 0 0 0 JOHN SACKETT DIRECTOR 4.00 X 0 0 0 JOSEPH THOMAS DIRECTOR 4.00 X 0 0 0 LISA GINTER AT-LARGE EXECUTIVE COMMITT 4.00 X 0 0 0 MARIA LAVELLE DIRECTOR 4.00 X 0 0 0 MARIA MARTINEZ DIRECTOR 4.00 X 0 0 0 MAURICE SMITH DIRECTOR 4.00 X 0 0 0 PATRICK DRENNEN DIRECTOR 4.00 X 0 0 0 PATRICK PIERCE DIRECTOR 4.00 X 0 0 0 RONALD SMITH DIRECTOR 4.00 X 0 0 0 SCOTT EARL DIRECTOR 4.00 X 0 0 0 SCOTT SIMPSON DIRECTOR 4.00 X 0 0 0 SCOTT WOODS DIRECTOR 4.00 X 0 0 0 STEPHANIE TEUBNER DIRECTOR 4.00 X 0 0 0 TERESA FREEBORN DIRECTOR 4.00 X 0 0 0 THOMAS KANE DIRECTOR 4.00 X 0 0 0 TONY C BUDET TREASURER 5.00 X X 0 0 0 TROY STANG VICE CHAIRMAN 5.00 X X 0 0 0 EDDIE RIVERA CHIEF FINANCIAL OFFICER 40.00 X 191514 0 34135 GREG MICHLIG CHIEF ENGAGEMENT OFFICER 40.00 X 316304 0 53295 JILL TOMALIN CHIEF OPERATING OFFICER 40.00 X 414464 0 59295 JIM NUSSLE PRESIDENT/CEO 40.00 X 1302523 0 175969 RYAN DONOVAN CHIEF ADVOCACY OFFICER 40.00 X 349649 0 66503 TODD SPICZENSKI CHIEF PRODUCTS & SERVICES 40.00 X 366143 0 55169 ELIZABETH EURGUBIAN DEPUTY CHIEF ADVOCACY OFFI 40.00 X 232515 0 48213 JONATHAN IHRIG CHIEF COMPLIANCE OFFICER 40.00 X 250612 0 19000 MICHAEL SCHENK DEPUTY CHIEF ADVOCACY OFFI 40.00 X 236744 0 37823 RICHARD GOSE CHIEF POLITICAL OFFICER 40.00 X 307159 0 52042 SUSAN PARISI CHIEF CORPORATE COUNCIL 40.00 X 237535 0 37820 4205162 0 639264 112 0 1 0 JUST MEDIA INC 6001 SHELLMOUND STREET 700 EMERYVILLE CA 94608 MEDIA SERVICES 5059197 ATOS SYNTEL INC 525 E BIG BEAVER SUITE 300 TROY MI 48083 SOFTWARE STAFFING SERVICES 2853910 QUANTIVATE LLC PO BOX 1504 WOODINVILLE WA 98072 SOFTWARE SERVICES 1152914 CENTERPLATEVOLUME SERVICES AMERICA 801 MT VERNON PL NW WASHINGTON DC 20001 FOOD, BEVERAGE, AND ENTERTAINMENT SERVIC 740147 BEACON HILL STAFFING GROUP LLC PO BOX 846193 BOSTON MA 022846193 EMPLOYEE STAFFING 656144 75 36070112 36070112 MEMBERSHIP DUES 900099 30547418 30547418 ASSOCIATION SERVICES 900099 16362191 16362191 GOVERNMENT AFFAIRS CONFERENCE 900099 7526511 7526511 BUSINESS/CONSUMER PUBLISHING 511120 1085934 1085934 173852 173852 55695906 1362011 1362011 28540 28540 304085 304078 7 7 7 1887558 224441 1663117 1663117 REIMBURSEMENTS FROM AFFILIATES 511120 4277397 4277397 ADVERTISING 541800 1032542 1032542 5309939 100129632 61636420 1061082 1362018 405000 3186808 23664679 3719503 1597298 2035768 92104 85674 759088 165182 5922543 1836890 1387969 1768620 3109183 2211278 14250530 1245483 448967 107181 COMMISSIONS 838228 STAFF TRAINING 150572 BAD DEBT EXPENSE -11928 559244 69535864 873167 2085927 12818657 21918770 6770123 23849530 977230 517399 29413 30037 1811407 2632736 10954537 8214571 3014807 2739966 24374150 29175664 2563128 2464356 937545 641342 54169627 86055727 13333508 10926040 9546026 11122921 10668805 12538172 33548339 34587133 X 12379708 14652573 8241580 36816021 20621288 51468594 54169627 86055727 X 30593768 2915338 -2661800 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1333967 1 0 0 PART I-A, LINE 1: ADMINISTRATIVE EXPENSES FOR A CONNECTED FEDERAL PAC AND EXPENSES RELATED TO "PARTISAN COMMUNICATIONS" EXEMPT FROM THE DEFINITION OF "CONTRIBUTION AND "EXPENDITURE" UNDER THE FEDERAL ELECTION CAMPAIGN ACT OF 1971, AS AMENDED. 2651556 610209 2041347 8302981 7604362 698619 2739966 DEFERRED COMPENSATION 3188423 AFFILIATE PAYABLES 246346 ACCRUED PENSION 6925045 DEFERRED RENT 2178358 12538172 X PART X, LINE 2: CUNA IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE EXCEPT FOR UNRELATED BUSINESS INCOME. MANAGEMENT HAS CONCLUDED THAT CUNA HAS PROPERLY MAINTAINED THEIR EXEMPT STATUS. IN ADDITION, ALL REVENUE WITHIN THE CONSOLIDATED STATEMENTS OF OPERATIONS HAS BEEN PROPERLY CLASSIFIED AS EITHER EXEMPT OR UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2019 AND 2018, AND THERE ARE NO UNCERTAIN TAX POSITIONS THROUGH DECEMBER 31, 2019. 0 NATIONAL CREDIT UNION FOUNDATION 5710 MINERAL POINT ROAD MADISON WI 53705 391383650 501(C)(3) 400000 GENERAL SUPPORT 1 0 X X X 1 1 X X X X X 0 0 0 EDDIE RIVERA CHIEF FINANCIAL OFFICER 197600 0 0 0 -6086 0 17840 0 16295 0 225649 0 0 0 GREG MICHLIG CHIEF ENGAGEMENT OFFICER 317304 0 0 0 -1000 0 37000 0 16295 0 369599 0 0 0 JILL TOMALIN CHIEF OPERATING OFFICER 398890 0 18000 0 -2426 0 43000 0 16295 0 473759 0 0 0 JIM NUSSLE PRESIDENT/CEO 1258356 0 0 0 44167 0 151153 0 24816 0 1478492 0 0 0 RYAN DONOVAN CHIEF ADVOCACY OFFICER 367500 0 0 0 -17851 0 37000 0 29503 0 416152 0 0 0 TODD SPICZENSKI CHIEF PRODUCTS & SERVICES 367500 0 0 0 -1357 0 43000 0 12169 0 421312 0 0 0 ELIZABETH EURGUBIAN DEPUTY CHIEF ADVOCACY OFFI 251383 0 0 0 -18868 0 18710 0 29503 0 280728 0 0 0 JONATHAN IHRIG CHIEF COMPLIANCE OFFICER 248215 0 0 0 2397 0 19000 0 0 0 269612 0 0 0 MICHAEL SCHENK DEPUTY CHIEF ADVOCACY OFFI 239200 0 0 0 -2456 0 21528 0 16295 0 274567 0 0 0 RICHARD GOSE CHIEF POLITICAL OFFICER 307400 0 9665 0 -9906 0 22539 0 29503 0 359201 0 0 0 SUSAN PARISI CHIEF CORPORATE COUNCIL 238418 0 0 0 -883 0 21525 0 16295 0 275355 0 0 0 PART I, LINE 1B TRAVEL FOR COMPANIONS IS AVAILABLE TO THE CEO AND CHIEF OFFICERS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS INCLUDE STATE AND REGIONAL CREDIT UNION TRADE ASSOCIATIONS (LEAGUES), CREDIT UNIONS THAT ARE LOCATED WITHIN THE UNITED STATES, CREDIT UNIONS ORGANIZED AND OPERATING UNDER THE JURISDICTION OF THE NATIONAL CREDIT UNION ADMINISTRATION THAT ARE SERVING AMERICAN MILITARY AND CIVILIAN PERSONNEL AT OVERSEAS INSTALLATIONS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS WITHIN A REGION OF THE COUNTRY ELECT BOARD MEMBERS FROM THAT REGION OF THE COUNTRY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RESOLVED THAT THE FORM 990 WOULD BE REVIEWED BY THE CHAIR AND TREASURER OF THE ORGANIZATION AND A FINAL COPY WOULD THEN BE PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURE FORMS ARE REQUIRED TO BE COMPLETED ANNUALLY BY ALL MEMBERS OF THE BOARD OF DIRECTORS AND BY OFFICERS OF CUNA AND SUBMITTED TO THE PRESIDENT FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 15 HUMAN RESOURCES AND THE COMPENSATION REVIEW COMMITTEE CONDUCT COMPARABLE COMPENSATION REVIEWS ANNUALLY TO DETERMINE COMPENSATION FOR THE CEO. OTHER THAN THE CEO, OFFICERS AND KEY EMPLOYEES ARE COMPENSATED CONSISTENT WITH ALL CUNA EMPLOYEES. A SALARY GRADE TABLE SYSTEM IS IN PLACE AND ALL POSITIONS, AND SALARIES FOR ALL POSITIONS, ARE MAINTAINED WITH IN THE TABLE RANGES. THESE TABLES ARE REVIEWED ANNUALLY AND UPDATED AS NEEDED. FORM 990, PART VI, SECTION C, LINE 18 ORGANIZATION COPIES AND MAILS NON-PRIVILEGED OR CONFIDENTIAL CORPORATE DOCUMENTS TO MEMBERS OF THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION COPIES AND MAILS NON-PRIVILEGED OR CONFIDENTIAL CORPORATE DOCUMENTS TO MEMBERS OF THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ANNUAL PENSION ADJUSTMENT -2,563,027. EQUITY INCOME IN CSS -98,773. CU AWARENESS LLC 5710 MINERAL POINT ROAD MADISON WI 53705 842635576 AWARENESS INITIATIVE PROGRAM MANAGEMENT WI 0 0 CREDIT UNION NATIONAL ASSOCIATION INC CUNA STRATEGIC SERVICES INC 5710 MINERAL POINT ROAD MADISON WI 53705 391979912 PRODUCTS & SERVICES PROVIDER FOR CREDIT UNIONS WI N/A C -308518 2911258 0.51580 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 CUNA STRATEGIC SERVICES N 46000 FMV CUNA STRATEGIC SERVICES O 769485 FMV CUNA STRATEGIC SERVICES Q 1984515 FMV