CREDIT UNION NATIONAL ASSOCIATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CREDIT UNION NATIONAL ASSOCIATION INC (EIN 23-7065623)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202443209349301204
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T23:37:06+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Advisory Group LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 N Water St Suite 2000 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237065623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Credit Union National Association Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRED | BusinessNameControlTxt |
| Phone | 8003569655 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 M STREET SE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM NUSSLE | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 8003569655 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Shelby Netz CPA | PreparerPersonNm |
| PTIN | P01405265 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIM NUSSLE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 M STREET SE Suite 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $87,149,309 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CUNA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | 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. On January 1, 2024, Credit Union National Association merged with the National Association of Federally-Insured Credit Unions to become America's Credit Unions. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 292 | TotalEmployeeCnt |
| Total Volunteers | 173 | TotalVolunteersCnt |
| Total Gross UBI | $962,937 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $53,599 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,718,984 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,620,242 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $60,585,873 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $64,768,988 | CYProgramServiceRevenueAmt |
| PY Investment Income | $471,831 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,967,690 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,213,162 | PYOtherRevenueAmt |
| CY Other Revenue | $12,674,161 | CYOtherRevenueAmt |
| PY Total Revenue | $69,989,850 | PYTotalRevenueAmt |
| CY Total Revenue | $87,031,081 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $400,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $400,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $33,094,210 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,008,562 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $44,451,152 | PYOtherExpensesAmt |
| CY Other Expenses | $39,014,116 | CYOtherExpensesAmt |
| PY Total Expenses | $77,945,362 | PYTotalExpensesAmt |
| CY Total Expenses | $78,422,678 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,955,512 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,608,403 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,434,073 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,044,149 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,678,487 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,289,260 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,755,586 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $41,754,889 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | ADVOCACY - PROVIDES REGULATORY, LEGISLATIVE AND ADVOCACY SUPPORT IN WASHINGTON, D.C. FOR THE CREDIT UNION MEMBERSHIP. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSOCIATION SERVICES - PROVIDES TRAINING, EDUCATION AND ANNUAL CONFERENCE FOR CREDIT UNION STAFF AND ITS MEMBERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUSINESS & CONSUMER PUBLISHING - PROVIDES MAGAZINE AND NEWSLETTER PUBLICATIONS, RESEARCH SERVICES, AND OTHER PRODUCTS AND SERVICES FOR CREDIT UNION STAFF AND ITS MEMBERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Sales & Marketing, CU Development | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (true) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 205 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 292 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDDIE RIVERA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082314371 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4703 MADISON YARDS WAY SUITE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BRIAN BEST | |||||||
| TREASURER | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CAROLINE WILLARD | |||||||
| VICE-CHAIR | 10.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LISA GINTER | |||||||
| CHAIR | 10.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PATRICK PIERCE | |||||||
| SECRETARY | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Tony C Budet | |||||||
| Immediate Past Chair (Term 02/2023) | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AMEY SGRIGNOLI | |||||||
| DIRECTOR | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| Amy Sink | |||||||
| DIRECTOR (Start 02/2023) | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| CECILIA HOMISON | |||||||
| DIRECTOR | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES ELLIOTT | |||||||
| DIRECTOR | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| Dallas W Bergl | |||||||
| Director (Term 02/2023) | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| Day Matthews | |||||||
| DIRECTOR (Start 02/2023) | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| Debbie Painter | |||||||
| Director (Term 08/2023) | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| DEBBIE SMITH | |||||||
| DIRECTOR | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| FRED ROBINSON | |||||||
| DIRECTOR | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| GREG GALLANT | |||||||
| DIRECTOR | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| JIM MORRELL | |||||||
| AT-LARGE EXECUTIVE COMMITTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| JOE THOMAS | |||||||
| DIRECTOR | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN SACKETT | |||||||
| DIRECTOR | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| JOSE LARA | |||||||
| DIRECTOR | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| LORI HERRICK | |||||||
| DIRECTOR | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| MARIA MARTINEZ | |||||||
| DIRECTOR | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| NADER MOGHADDAM | |||||||
| DIRECTOR | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK DRENNEN | |||||||
| DIRECTOR | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| RON SMITH | |||||||
| DIRECTOR | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT SIMPSON | |||||||
| DIRECTOR | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| TOM KANE | |||||||
| DIRECTOR | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| EDDIE RIVERA | |||||||
| CHIEF FINANCIAL OFFICER | 40.0 | Yes (X) | $330,577 | $0 | $83,946 | ||
| GREG MICHLIG | |||||||
| CHIEF ENGAGEMENT OFFICER | 40.0 | Yes (X) | $492,446 | $0 | $71,595 | ||
| JASON STVERAK | |||||||
| INTERIM CHIEF ADVOCACY OFFICER | 40.0 | Yes (X) | $324,466 | $0 | $81,294 | ||
| JILL TOMALIN | |||||||
| CHIEF OPERATING OFFICER | 40.0 | Yes (X) | $609,787 | $0 | $78,065 | ||
| JIM NUSSLE | |||||||
| PRESIDENT/CEO | 40.0 | Yes (X) | $2,237,753 | $0 | $541,554 | ||
| TODD SPICZENSKI | |||||||
| CHIEF PRODUCTS & SERVICES | 40.0 | Yes (X) | $504,786 | $0 | $74,494 | ||
| David Lorence | |||||||
| EXECUTIVE DIRECTOR CU AWARENESS LLC | 40.0 | $426,636 | $0 | $64,818 | Yes (X) | ||
| Jonathan Ihrig | |||||||
| Chief Compliance Officer | 40.0 | $290,030 | $0 | $40,901 | Yes (X) | ||
| MICHAEL SCHENK | |||||||
| DEPUTY CHIEF ADVOCACY OFFICER | 40.0 | $326,097 | $0 | $54,118 | Yes (X) | ||
| RICHARD GOSE | |||||||
| CHIEF POLITICAL OFFICER | 40.0 | $339,207 | $0 | $81,654 | Yes (X) | ||
| SUSAN PARISI | |||||||
| CHIEF CORPORATE COUNCIL | 40.0 | $332,628 | $0 | $79,452 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,214,413 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,251,891 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 141 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| IDEAL BUILDERS INC | ||||||
| 1406 EMIL STREET | MADISON | WI | 53713 | GENERAL CONTRACTOR | $1,997,891 | |
| ELEVATED CAMPAIGNS | ||||||
| 4507 N RAVENSWOOD SUITE 103 | CHICAGO | IL | 60640 | CAMPAIGN SERVICES | $1,430,152 | |
| QUANTIVATE LLC | ||||||
| PO BOX 1504 | WOODINVILLE | WA | 98072 | SOFTWARE SERVICES | $1,341,957 | |
| Aramark Facilities Services LLC | ||||||
| Walter E Washington Conv Center | Washington | DC | 20001 | CONFERENCE SERVICES | $918,781 | 801 Mt Vernon Place |
| ATOS SYNTEL INC | ||||||
| Dept 772732 | Detroit | MI | 482772732 | IT Consulting | $873,566 | PO Box 772732 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 86 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,857,229 | GovernmentGrantsAmt |
| All Other Contributions | $2,763,013 | AllOtherContributionsAmt |
| Total Contributions | $7,620,242 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $35,478,629 | $35,478,629 |
| ASSOCIATION SERVICES | 900099 | $19,040,735 | $19,040,735 |
| GOVERNMENT AFFAIRS | 900099 | $8,704,765 | $8,704,765 |
| BUSINESS/CONSUMER PUBL | 513120 | $814,279 | $814,279 |
| OTHER PROGRAM REVENUE | 900099 | $730,580 | $730,580 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $64,768,988 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,972,296 | TotalRevenueColumnAmt |
| Exclusion | $1,972,296 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,805 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $66,805 | UnrelatedBusinessRevenueAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $57,595 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,201 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$4,606 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,606 | TotalRevenueColumnAmt |
| Exclusion | -$4,606 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,194,725 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $56,027 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,138,698 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,138,698 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| REIMBUR. FROM AFF. | 900099 | $6,628,886 | $6,628,886 | |
| Subscription Revenue | 900099 | $3,952,624 | $3,952,624 | |
| ADVERTISING | 541800 | $887,148 | -$8,984 | $896,132 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,468,658 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $87,031,081 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $76,480,212 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $962,937 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,967,690 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,430,761 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,960,808 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,092,670 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,267,738 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,256,585 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,011 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,035 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,681,940 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,311 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,479,871 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,418,798 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,212,475 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,974,472 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,351,156 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,746,921 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,549,719 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,373,354 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $700,975 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,317 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Other | $2,998,128 |
| EXCISE TAX | $424,720 |
| COMMISSIONS | $187,000 |
| STAFF TRAINING | $175,913 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,422,678 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $842,253 | BOYAmt |
| EOY | $1,484,730 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,678,722 | BOYAmt |
| EOY | $14,551,791 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $12,166 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,885,678 | BOYAmt |
| EOY | $902,218 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,516,868 | BOYAmt |
| EOY | $2,991,739 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,756,267 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,163,619 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,943,644 | BOYAmt |
| EOY | $5,592,648 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,210,552 | BOYAmt |
| EOY | $37,034,744 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,727,456 | BOYAmt |
| EOY | $2,312,055 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,628,900 | BOYAmt |
| EOY | $16,162,058 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,434,073 | BOYAmt |
| EOY | $81,044,149 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,961,958 | BOYAmt |
| EOY | $6,818,461 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,780,191 | BOYAmt |
| EOY | $13,564,283 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,936,338 | BOYAmt |
| EOY | $18,906,516 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,678,487 | BOYAmt |
| EOY | $39,289,260 | EOYAmt |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,782,739 | BOYAmt |
| EOY | $39,492,342 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,972,847 | BOYAmt |
| EOY | $2,262,547 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,755,586 | BOYAmt |
| EOY | $41,754,889 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,434,073 | BOYAmt |
| EOY | $81,044,149 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,608,403 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,927,497 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,463,403 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $1,440,144 | PoliticalExpendituresAmt |
| Expended527 Activities | $84,299 | Expended527ActivitiesAmt |
| Total Exempt Function Expend | $84,299 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Substantially All Dues Nonded | Yes (true) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part I-A, Line 1 Description of Political Activities | FormAndLineReferenceDesc |
| Explanation | Administrative expenses for a connected federal PAC and expenses related to "partisan communications" exempt from the definition of "contribution "expenditure" under the federal election campaign act of 1971 as amended | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,788,748 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,432,041 | DepreciationAmt |
| Book Value | $4,356,707 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,967,519 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,731,578 | DepreciationAmt |
| Book Value | $1,235,941 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,592,648 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Employee Retention Credit Receivable | $4,857,229 |
| Affiliates Receivable | $1,393,223 |
| Right of Use Asset, Net | $9,911,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $16,162,058 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred Compensation | $3,569,347 |
| Affiliate Payables | $1,302,841 |
| Accrued Pension | |
| Deferred Rent | |
| Operating Lease Liability | $14,034,328 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,906,516 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | The Association is exempt from federal income taxes under Section 501(c)(6) of the Internal Revenue Code (IRC) except for unrelated business income. Management has concluded that the Association has properly maintained their exempt status. In addition, all related filings will be timely for the year ending December 31, 2023 and there are no uncertain tax positions as of December 31, 2023. Awareness is treated as a disregarded entity for federal taxation purposes, and the activities are reported within the tax returns of CUNA. Awareness had no uncertain tax positions through December 31, 2023. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National Credit Union Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4703 Madison Yards way Suite 300 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 391383650 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $400,000 | CashGrantAmt |
| Purpose Of Grant | General Support | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | Credit Union National Association Inc only provides grants to related organizations that it has had a historical and continuing relationship with. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JIM NUSSLE | ||||||||||||||
| PRESIDENT/CEO | $1,538,935 | $0 | $603,586 | $0 | $95,232 | $0 | $501,141 | $0 | $40,413 | $0 | $2,779,307 | $0 | $0 | $0 |
| JILL TOMALIN | ||||||||||||||
| CHIEF OPERATING OFFICER | $500,585 | $0 | $73,000 | $0 | $36,202 | $0 | $51,016 | $0 | $27,049 | $0 | $687,852 | $0 | $0 | $0 |
| TODD SPICZENSKI | ||||||||||||||
| CHIEF PRODUCTS & SERVICES | $433,709 | $0 | $15,000 | $0 | $56,077 | $0 | $52,275 | $0 | $22,219 | $0 | $579,280 | $0 | $0 | $0 |
| GREG MICHLIG | ||||||||||||||
| CHIEF ENGAGEMENT OFFICER | $449,752 | $0 | $10,000 | $0 | $32,694 | $0 | $45,446 | $0 | $26,149 | $0 | $564,041 | $0 | $0 | $0 |
| EDDIE RIVERA | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $257,776 | $0 | $26,500 | $0 | $46,301 | $0 | $55,297 | $0 | $28,649 | $0 | $414,523 | $0 | $0 | $0 |
| JASON STVERAK | ||||||||||||||
| INTERIM CHIEF ADVOCACY OFFICER | $228,775 | $0 | $35,000 | $0 | $60,691 | $0 | $28,210 | $0 | $53,084 | $0 | $405,760 | $0 | $0 | $0 |
| David Lorence | ||||||||||||||
| EXECUTIVE DIRECTOR CU AWARENESS LLC | $333,090 | $0 | $37,092 | $0 | $56,454 | $0 | $29,700 | $0 | $35,118 | $0 | $491,454 | $0 | $0 | $0 |
| RICHARD GOSE | ||||||||||||||
| CHIEF POLITICAL OFFICER | $291,568 | $0 | $7,000 | $0 | $40,639 | $0 | $29,770 | $0 | $51,884 | $0 | $420,861 | $0 | $0 | $0 |
| SUSAN PARISI | ||||||||||||||
| CHIEF CORPORATE COUNCIL | $248,241 | $0 | $26,500 | $0 | $57,887 | $0 | $53,303 | $0 | $26,149 | $0 | $412,080 | $0 | $0 | $0 |
| MICHAEL SCHENK | ||||||||||||||
| DEPUTY CHIEF ADVOCACY OFFICER | $282,816 | $0 | $8,000 | $0 | $35,281 | $0 | $27,969 | $0 | $26,149 | $0 | $380,215 | $0 | $0 | $0 |
| Jonathan Ihrig | ||||||||||||||
| Chief Compliance Officer | $220,316 | $0 | $0 | $0 | $69,714 | $0 | $24,152 | $0 | $16,749 | $0 | $330,931 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | First-class travel is available to the CEO and was treated as taxable compensation. |
| Schedule J, Part I, Line 1a Travel for companions | Travel for companions is available to the CEO and Chief Officers (that meet a certain salary grade) and is treated as taxable compensation. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | Health and social clubs are available and limited to officers that have a business need to access certain social clubs. |
| Schedule J, Part I, Line 4b | CREDIT UNION NATIONAL ASSOCIATION PROVIDES A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO ELIGIBLE EMPLOYEES. DURING 2023, JAMES NUSSLE, JILL TOMALIN, TODD SPICZENSKI, GREG MICHLIG, Eddie Rivera, and Susan Parisi PARTICIPATED IN THIS PLAN. NO INDIVIDUALS WERE PAID DURING THE CALENDAR YEAR. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ including grants of $) Sales & Marketing, CU Development |
| Form 990, Part VI, Line 6 Classes of members or stockholders | 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 and associate business members. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | Members within a region of the country elect board members from that region of the country. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | 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, Line 12c Conflict of interest policy | When presented with a potential conflict situation, the Governance Committee will consider precedent and consult with the Board Chair, CUNA President and Corporate Counsel before formalizing and presenting its recommendations for action. The matter, including the recommendation of the Governance Committee, will be presented to the Executive Committee for a decision. The decision of the Executive Committee will be communicated to the affected individual. There is one right of appeal. Those allowed to serve when a potential conflict exists will have a continuing responsibility to adhere to any limitation placed by the Governance Committee, and will proactively recuse themselves from discussions, decisions or voting on any matter affected by the conflict. Conflict of interest disclosure forms are required to be completed annually by all members of the board of directors, by officers and by managers of CUNA and submitted to the President for review. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | 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 within the table ranges. These tables are reviewed annually and updated as needed. |
| Form 990, Part VI, Line 19 Required documents available to the public | Organization copies and mails non-privileged or non-confidential corporate documents to members of the public upon request. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Annual Pension Adjustment - 1378804; Equity income in CSS - -240401; Gain on Sale of Awareness - 325000; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CU AWARENESS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4703 MADISON YARDS WAY SUITE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842635576 | EIN |
| Primary Activities | AWARENESS INITIATIVE | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Total Income | $3,999,409 | TotalIncomeAmt |
| End Of Year Assets | $2,838,116 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREDIT UNION NATIONAL ASSOCIATION INC | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUNA STRATEGIC SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4703 MADISON YARDS WAY SUITE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391979912 | EIN |
| Primary Activities | PRODUCTS & SERVICES PROVIDER FOR CREDIT UNIONS | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Share Of Total Income | $3,280,321 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,318,988 | ShareOfEOYAssetsAmt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CUNA STRATEGIC SERVICES INC | ||
| O | $1,514,840 | FMV |
| CUNA STRATEGIC SERVICES INC | ||
| Q | $890,567 | FMV |
| CUNA STRATEGIC SERVICES INC | ||
| A | $66,805 | FMV |