2022-11-14T08:50:37-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2021-01-01 237065623 CREDIT UNION NATIONAL ASSOCIATION INC CRED 8003569655 99 M STREET SE 300 WASHINGTON DC 20003 EDDIE RIVERA CFO 8003569655 2022-11-02 1 EDDIE RIVERA 999009999 KIMBERLY ANDERSON CPA P00188889 6086628600 2022-11-02 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JIM NUSSLE 99 M STREET SE 300 WASHINGTON DC 20003 70838387 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 24 299 172 1231625 20148 5745431 7922819 52468923 50931001 1742196 1907173 7999093 8782859 67955643 69543852 401500 401000 0 0 35763568 35170749 0 0 0 41609434 39334666 77774502 74906415 -9818859 -5362563 70741482 67388582 29702654 25672306 41038828 41716276 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 1 1 1 1 0 1 167 0 299 1 1 1 0 0 0 1 1 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 CHAIRMAN 10.00 X X 0 0 0 TONY C BUDET VICE-CHAIRMAN 10.00 X X 0 0 0 CAROLINE WILLARD TREASURER 5.00 X X 0 0 0 LISA GINTER SECRETARY 5.00 X X 0 0 0 PATRICK PIERCE AT-LARGE EXECUTIVE COMMITTEE 4.00 X 0 0 0 BRIAN BEST 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 NADER MOGHADDAM 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 JOSE LARA DIRECTOR 4.00 X 0 0 0 MARIA MARTINEZ DIRECTOR 4.00 X 0 0 0 ELIZABETH HAYES DIRECTOR 4.00 X 0 0 0 PATRICK DRENNEN DIRECTOR 4.00 X 0 0 0 TROY STANG 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 WOODS DIRECTOR 4.00 X 0 0 0 STEPHANIE TEUBNER DIRECTOR 4.00 X 0 0 0 AMEY SGRIGNOLI DIRECTOR 4.00 X 0 0 0 THOMAS KANE DIRECTOR 4.00 X 0 0 0 EDDIE RIVERA CHIEF FINANCIAL OFFICER 40.00 X 216051 0 39142 TODD SPICZENSKI CHIEF PRODUCTS & SERVICES 40.00 X 522237 0 57941 GREG MICHLIG CHIEF ENGAGEMENT OFFICER 40.00 X 354267 0 60858 JILL TOMALIN CHIEF OPERATING OFFICER 40.00 X 557834 0 63000 JIM NUSSLE PRESIDENT/CEO 40.00 X 1798518 0 487821 RYAN DONOVAN CHIEF ADVOCACY OFFICER 40.00 X 512083 0 68436 MICHAEL SCHENK DEPUTY CHIEF ADVOCACY OFFI 40.00 X 256618 0 41281 RICHARD GOSE CHIEF POLITICAL OFFICER 40.00 X 315105 0 55859 JONATHAN IHRIG CHIEF COMPLIANCE OFFICER 40.00 X 266531 0 20660 SUSAN PARISI CHIEF CORPORATE COUNCIL 40.00 X 257017 0 43490 CHRISTOPHER LORENCE EXECUTIVE DIRECTOR CU AWARENESS LLC OFFICE 40.00 X 395499 0 49010 5451760 0 987498 112 0 1 0 ATOS SYNTEL INC 525 E BIG BEAVER SUITE 300 TROY MI 48083 SOFTWARE STAFFING SERVICES 2845236 QUANTIVATE LLC PO BOX 1504 WOODINVILLE WA 98072 SOFTWARE SERVICES 1579335 VANDAMME ASSOCIATES INC DEPT 2145 PO BOX 122145 DALLAS TX 75312 SOFTWARE SERVICES 746796 VELIR STUDIOS INC 212 ELM STREET SOMERVILLE MA 02144 MARKETING SERVICES 729980 BEACON HILL STAFFING GROUP LLC PO BOX 846193 BOSTON MA 02284 STAFFING SERVICES 589547 44 7922819 7922819 MEMBERSHIP DUES 900099 32972398 32972398 ASSOCIATION SERVICES 900099 13887799 13887799 GOVERNMENT AFFAIRS 900099 3151295 3151295 BUSINESS/CONSUMER PUBLISHING 511120 863400 863400 56109 56109 50931001 1170392 1170392 42017 42017 1956473 1219692 736781 736781 736781 1154730 74843 1079887 1079887 REIMBURSEMENTS FROM AFFILIATES 511120 6139753 6139753 ADVERTISING 541800 1471202 281594 1189608 CONTRACT REVENUE 900099 50000 50000 7660955 69543852 58482235 1231625 1907173 401000 4229595 24295099 3631078 1028234 1986743 179082 96393 1926842 36046 6042197 13364110 2401337 1656108 3286792 258639 2348470 1370000 530243 142594 BAD DEBT EXPENSE 3006733 COMMISSIONS 653823 EXCISE TAX 163133 STAFF TRAINING 53775 1818349 74906415 418678 534528 16992238 16590448 11115937 5354442 1818190 579473 11196 10755 1770256 2081349 11207915 8943405 2326017 2264510 33242198 36510735 2486687 2799087 560085 663255 70741482 67388582 6539125 7071142 7781371 11009635 15382158 7591529 29702654 25672306 X 16210499 27011274 24828329 14705002 41038828 41716276 70741482 67388582 X -5362563 571364 5468647 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1239000 1 0 0 PART I-A, LINE 1: ADMINISTRATIVE EXPENSES FOR A CONNECTED FEDERAL PAC. 2651556 1042776 1608780 8556359 7900629 655730 2264510 DEFERRED COMPENSATION 2981282 AFFILIATE PAYABLES 286130 ACCRUED PENSION 2174248 DEFERRED RENT 2149869 7591529 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, 2021 AND 2020, AND THERE ARE NO UNCERTAIN TAX POSITIONS THROUGH DECEMBER 31, 2021. AWARENESS IS TREATED AS A DISREGARDED ENTITY FOR FEDERAL TAXATION PURPOSES, AND THE ACTIVITIES ARE REPORTED WITHIN THE TAX RETURNS OF CUNA. AS OF DECEMBER 31, 2021, AWARENESS HAD NO UNCERTAIN TAX POSITIONS THROUGH DECEMBER 31, 2021. 1 NATIONAL CREDIT UNION FOUNDATION 5710 MINERAL POINT ROAD MADISON WI 53705 391383650 501(C)(3) 401000 0 GENERAL SUPPORT 1 0 PART I, LINE 2: CREDIT UNION NATIONAL ASSOCIATION INC ONLY PROVIDES GRANTS TO RELATED ORGANIZATIONS THAT IT HAS HAD A HISTORICAL AND CONTINUING RELATIONSHIP WITH. X X X 1 1 X X X X X 0 0 0 JIM NUSSLE PRESIDENT/CEO 1454649 0 317906 0 25963 0 462590 0 25231 0 2286339 0 0 0 JILL TOMALIN CHIEF OPERATING OFFICER 435508 0 10000 0 112326 0 46142 0 16858 0 620834 0 54000 0 RYAN DONOVAN CHIEF ADVOCACY OFFICER 397452 0 10000 0 104631 0 38428 0 30008 0 580519 0 54000 0 TODD SPICZENSKI CHIEF PRODUCTS & SERVICES 397952 0 10000 0 114285 0 45357 0 12584 0 580178 0 54000 0 CHRISTOPHER LORENCE EXECUTIVE DIRECTOR CU AWARENESS LLC 365107 0 35463 0 -5071 0 26000 0 23010 0 444509 0 0 0 GREG MICHLIG CHIEF ENGAGEMENT OFFICER 348265 0 10000 0 -3998 0 44000 0 16858 0 415125 0 0 0 RICHARD GOSE CHIEF POLITICAL OFFICER 322954 0 0 0 -7849 0 25851 0 30008 0 370964 0 0 0 SUSAN PARISI CHIEF CORPORATE COUNCIL 254165 0 5000 0 -2148 0 26632 0 16858 0 300507 0 0 0 MICHAEL SCHENK DEPUTY CHIEF ADVOCACY OFFI 258695 0 0 0 -2077 0 24423 0 16858 0 297899 0 0 0 JONATHAN IHRIG CHIEF COMPLIANCE OFFICER 268694 0 0 0 -2163 0 19500 0 1160 0 287191 0 0 0 EDDIE RIVERA CHIEF FINANCIAL OFFICER 213904 0 10000 0 -7853 0 22284 0 16858 0 255193 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 AND ASSOCIATE BUSINESS MEMBERS. 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, BY OFFICERS AND BY MANAGERS 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 19 ORGANIZATION COPIES AND MAILS NON-PRIVILEGED OR NON-CONFIDENTIAL CORPORATE DOCUMENTS TO MEMBERS OF THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ANNUAL PENSION ADJUSTMENT 5,406,247. EQUITY INCOME IN CSS 62,400. CU AWARENESS LLC 5710 MINERAL POINT ROAD MADISON WI 53705 842635576 AWARENESS INITIATIVE PROGRAM MANAGEMENT WI 7997322 12971475 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 1574222 2995545 0.52220 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 CUNA STRATEGIC SERVICES O 1051605 FMV CUNA STRATEGIC SERVICES Q 1448395 FMV CUNA STRATEGIC SERVICES A 42017 FMV