2019-11-08T10:27:21-06:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2018-01-01 237065623 CREDIT UNION NATIONAL ASSOCIATION INC CRED 8003569655 99 M STREET SE NO 300 WASHINGTON DC 20003 EDDIE RIVERA CFO 8003569655 2019-11-08 1 KIMBERLY ANDERSON P00188889 6086628600 2019-11-08 67.137.57.251 2019-11-08 09:40:36 CS P B59B1843968544A18F89CBE3DCE446A2629E2608 4B72728D52E2882AD7A6F8BC4A3549436B7FC799 2018 2020-03-31 21:24:44Z X JIM NUSSLE 99 M STREET SE NO 300 WASHINGTON DC 20003 73284132 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 24 295 237 1199504 249449 0 10314790 51210575 54642505 834419 687091 5663027 6461178 57708021 72105564 0 0 0 0 30537410 31012480 0 0 0 28410206 39973370 58947616 70985850 -1239595 1119714 46643924 54169627 26219166 33548339 20424758 20621288 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 370 0 1 295 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 PATRICK S JURY IMMEDIATE PAST CHAIR 4.00 X 0 0 0 MAURICE R SMITH CHAIRMAN 10.00 X X 0 0 0 DALLAS W BERGL DIRECTOR 4.00 X 0 0 0 TONY C BUDET AT-LARGE EXECUTIVE COMMITTEE MEMBER 4.00 X 0 0 0 SCOTT WOODS DIRECTOR 4.00 X 0 0 0 BRADLEY GREEN TREASURER 5.00 X X 0 0 0 DEBIE KEESEE DIRECTOR 4.00 X 0 0 0 ROGER HEACOCK DIRECTOR 4.00 X 0 0 0 TROY STANG SECRETARY 5.00 X X 0 0 0 J SCOTT SULLIVAN DIRECTOR 4.00 X 0 0 0 BRETT MARTINEZ VICE CHAIRMAN 5.00 X X 0 0 0 GARY FURTADO DIRECTOR 4.00 X 0 0 0 JOHN SACKETT DIRECTOR 4.00 X 0 0 0 STEPHANIE TEUBNER DIRECTOR 4.00 X 0 0 0 JOSEPH THOMAS DIRECTOR 4.00 X 0 0 0 PATRICK DRENNEN DIRECTOR 4.00 X 0 0 0 SCOTT EARL DIRECTOR 4.00 X 0 0 0 CHARLES ELLIOTT DIRECTOR 4.00 X 0 0 0 MARIA LAVELLE DIRECTOR 4.00 X 0 0 0 TERESA FREEBORN DIRECTOR 4.00 X 0 0 0 LISA GINTER DIRECTOR 4.00 X 0 0 0 THOMAS KANE DIRECTOR 4.00 X 0 0 0 MARIA MARTINEZ DIRECTOR 4.00 X 0 0 0 PATRICK PIERCE DIRECTOR 4.00 X 0 0 0 FREDERICK ROBINSON DIRECTOR 4.00 X 0 0 0 RONALD SMITH DIRECTOR 4.00 X 0 0 0 SCOTT SIMPSON DIRECTOR 4.00 X 0 0 0 JIM NUSSLE PRESIDENT/CEO 40.00 X 1503210 0 164635 JILL TOMALIN CHIEF OPERATING OFFICER 40.00 X 396379 0 58401 TODD SPICZENSKI CHIEF PRODUCTS & SERVICES OFFICER 40.00 X 354747 0 58401 MOLLIE BELL CHIEF ENGAGEMENT OFFICER 40.00 X 391865 0 25660 RYAN DONOVAN CHIEF ADVOCACY OFFICER 40.00 X 342647 0 62903 EDDIE RIVERA CHIEF FINANCIAL OFFICER 40.00 X 184582 0 34401 JONATHAN IHRIG CHIEF COMPLIANCE OFFICER 40.00 X 237507 0 28959 SUSAN PARISI CHIEF CORPORATE COUNCIL 40.00 X 237318 0 39776 DOUGLAS KIKER CHIEF STRATEGIC/COMM OFFICER 40.00 X 423602 0 44686 RICHARD GOSE CHIEF POLITICAL OFFICER 40.00 X 299500 0 50903 ELIZABETH EURGUBIAN DEPUTY CHIEF ADVOCACY OFFICER 40.00 X 227280 0 43518 4598637 0 612243 103 0 1 0 SYNTEL INC 525 E BIG BEAVER SUITE 300 TROY MI 48083 SOFTWARE STAFFING SERVICES 2174019 BRANDCAP INC 19 WEST 21ST ST SUITE 701 NEW YORK NY 10010 CONSULTING SERVICES 2071774 DWATTS CONSTRUCTION LLC 4719 EISENHOWER AVE SUITE B ALEXANDRIA VA 22304 CONSTRUCTION 1492451 HILTON SAN FRANCISCO UNION SQUARE 333 OFARRELL STREET SAN FRANCISCO CA 94102 CONFERENCE HOTEL 882369 BEACON HILL STAFFING GROUP LLC PO BOX 846193 BOSTON MA 022846193 EMPLOYEE STAFFING 744412 73 10314790 10314790 MEMBERSHIP DUES 900099 28955092 28955092 ASSOCIATION SERVICES 900099 15455452 15455452 GOVERNMENT AFFAIRS CONFERENCE 900099 7258729 7258729 BUSINESS/CONSUMER PUBLISHING 511120 1417953 1417953 1555279 1555279 54642505 687556 687556 33158 33158 927293 927758 -465 -465 -465 2256213 250810 2005403 2005403 REIMBURSEMENTS FROM AFFILIATES 511120 3248778 3248778 ADVERTISING 541800 1173839 7493 1166346 4422617 72105564 59904179 1199504 687091 X 3405927 21453978 2754004 1483540 1915031 28461 56440 843357 145766 7379198 1734876 1629690 1328141 3858151 2081027 11024791 1693835 202800 162220 LEASE TERMINATION EXPEN 5865119 COMMISSIONS 877340 STAFF TRAINING 148272 BAD DEBT EXPENSE 16552 897334 70985850 569598 873167 15340068 12818657 6770123 617703 977230 57852 29413 1790349 1811407 10598641 7583834 735602 3014807 24198656 24374150 2512704 2563128 821392 937545 46643924 54169627 6040791 13333508 9028213 9546026 11150162 10668805 26219166 33548339 X 18021649 12379708 2403109 8241580 20424758 20621288 46643924 54169627 X 1119714 -1334844 411660 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2937679 10585 10585 1 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. 2612593 395874 2216719 7986048 7187960 798088 3014807 DEFERRED COMPENSATION 2916899 AFFILIATE PAYABLES 297625 ACCRUED PENSION 5809627 DEFERRED RENT 1644654 10668805 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, 2018 AND 2017, AND THERE ARE NO UNCERTAIN TAX POSITIONS THROUGH DECEMBER 31, 2018. X X X 1 1 X X X X X 0 0 0 JIM NUSSLE PRESIDENT/CEO 1179000 0 304182 0 20028 0 142400 0 22235 0 1667845 0 0 0 JILL TOMALIN CHIEF OPERATING OFFICER 379895 0 7598 0 8886 0 42500 0 15901 0 454780 0 0 0 TODD SPICZENSKI CHIEF PRODUCTS & SERVICES OFFICER 350000 0 6644 0 -1897 0 42500 0 15901 0 413148 0 0 0 MOLLIE BELL CHIEF ENGAGEMENT OFFICER 350000 0 6647 0 35218 0 24500 0 1160 0 417525 0 0 0 RYAN DONOVAN CHIEF ADVOCACY OFFICER 350000 0 6940 0 -14293 0 36500 0 26403 0 405550 0 0 0 EDDIE RIVERA CHIEF FINANCIAL OFFICER 182690 0 3155 0 -1263 0 18500 0 15901 0 218983 0 0 0 JONATHAN IHRIG CHIEF COMPLIANCE OFFICER 237526 0 4751 0 -4770 0 18500 0 10459 0 266466 0 0 0 SUSAN PARISI CHIEF CORPORATE COUNCIL 231474 0 7129 0 -1285 0 23875 0 15901 0 277094 0 0 0 DOUGLAS KIKER CHIEF STRATEGIC/COMM OFFICER 366494 0 12274 0 44834 0 18500 0 26186 0 468288 0 0 0 RICHARD GOSE CHIEF POLITICAL OFFICER 301966 0 6039 0 -8505 0 24500 0 26403 0 350403 0 0 0 ELIZABETH EURGUBIAN DEPUTY CHIEF ADVOCACY OFFICER 239412 0 4788 0 -16920 0 17115 0 26403 0 270798 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 IX, LINE 11G CONTRACT SERVICES & CONSULTING 7,379,198. FORM 990, PART XI, LINE 9: ANNUAL PENSION ADJUSTMENT 361,236. EQUITY INCOME IN CSS 50,424. CUNA STRATEGIC SERVICES INC 5710 MINERAL POINT ROAD MADISON WI 53705 391979912 PRODUCTS & SERVICES PROVIDER FOR CREDIT UNIONS WI N/A C -522033 3077742 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 78000 FMV CUNA STRATEGIC SERVICES O 807507 FMV CUNA STRATEGIC SERVICES Q 1814493 FMV