2019-11-15T18:48:55-06:00 2018-12-31 810987947 HAUSER JONES & SAS PLLC 10940 NE 33RD PLACE SUITE 100 BELLEVUE WA 98004 990 2018-01-01 910460483 NORTHWEST CREDIT UNION ASSOCIATION NORT 8005520680 18000 INTERNATIONAL BLVD STE 350 SEATAC WA 98188 JENNIFER HUGGARD SVP, ADMINISTRATION 8005520680 2019-11-15 1 ROGER A JONES CPA P01702335 4258891778 2019-11-15 162.17.182.157 2019-11-15 16:48:46 PS P 7C1D5EB2D4D3A699CCD24671D324174FB2D70807 7C1D5EB2D4D3A699CCD24671D324174FB2D70807 2018 2020-03-31 21:24:44Z TROY STANG 18000 INTERNATIONAL BLVD STE 350 SEATAC WA 98188 6518812 0 X WWW.NWCUA.ORG X 1945 WA SEE SCHEDULE O 9 9 43 10 0 0 240049 284485 5913961 6226331 158990 175680 30794 -170688 6343794 6515808 0 0 0 0 3647321 4030344 0 0 0 2431838 2425522 6079159 6455866 264635 59942 12871415 15133890 5407387 5193996 7464028 9939894 PROVIDE PRODUCTS AND SERVICES TO IDAHO, WASHINGTON AND OREGON CREDIT UNIONS THAT ENABLE CREDIT UNIONS TO BETTER SERVE THEIR MEMBERS. 0 0 5652782 PROVIDED INFORMATION SERVICES, EDUCATION PROGRAMS, AND COORDINATED LEGISLATIVE AND REGULATORY ADVOCACY ACTIVITIES FOR AND ON BEHALF OF IDAHO, WASHINGTON, AND OREGON CREDIT UNIONS. 5652782 0 0 1 1 0 0 0 0 0 1 1 0 1 1 1 1 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 0 0 1 13 0 1 43 1 0 0 0 0 0 0 1 0 X 9 9 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X JENNIFER HUGGARD 2063404842 18000 INTERNATIONAL BLVD SUITE 350 SEATAC WA 98188 X BOB NEWCOMB DIRECTOR 1.00 X 0 0 0 BERT FISHER VICE CHAIR 2.00 X 0 0 0 BROOKE VAN VLEET DIRECTOR 3.00 X 0 0 0 SCOTT BURGESS DIRECTOR 1.00 X 0 0 0 JIM LUMPKIN DIRECTOR 1.00 X 0 0 0 JOHN ZMOLEK CHAIR 3.00 X 0 0 0 DEBIE KEESEE DIRECTOR 1.00 X 0 0 0 JEFF ADAMS SECRETARY/TREASURER 1.00 X 0 0 0 DON CLARK DIRECTOR 1.00 X 0 0 0 LARRY ELLIFRITZ DIRECTOR 1.00 X 0 0 0 JENNIFER WAGNER CHIEF ADVOCACY OFFICER 40.00 X 212074 0 28022 TROY STANG PRESIDENT 24.00 16.00 X 327686 218458 620594 DENISE GABEL COO 20.00 20.00 X 146610 97741 28652 JENNIFER HUGGARD SVP, ADMINISTRATION 30.00 10.00 X 118770 39591 23766 DANIELLE SITTU SVP, MKTG & COMMUNICATIONS 24.00 16.00 X 97440 64959 26898 902580 420749 727932 4 0 1 0 FARLEIGH WADA WITT 121 SW MORRISON ST STE 600 PORTLAND OR 97204 LEGAL SERVICES 106510 MINDSHIFT PO BOX 200105 PITTSBURGH PA 152510105 IT MANAGEMENT & SUPPORT 102772 2 284485 284485 MEMBER DUES 900099 4187664 4187664 CONFERENCES AND EDUCAT 611600 1323724 1323724 MANAGEMENT FEES 541610 658963 658963 ASSOCIATE MEMBER DUES 900099 55980 55980 6226331 176547 176547 8350 0 8350 8350 8350 2137 0 3004 2137 -3004 -867 -867 EARNINGS OF SUBSIDIARY 900099 -179038 -179038 -179038 6515808 6054776 0 176547 902581 767194 135387 2125351 1806549 318802 468840 398514 70326 317004 269453 47551 216568 184083 32485 74571 63385 11186 19085 16222 2863 426023 362120 63903 8995 7646 1349 82273 69932 12341 235745 200383 35362 221296 188102 33194 1101966 1101966 64708 55002 9706 20264 17224 3040 DUES & SUBSCRIPTIONS 66880 56848 10032 COMMUNICATION EXPENSE 52942 45001 7941 OTHER EXPENSES 36718 31210 5508 BUSINESS TAXES 14056 11948 2108 6455866 5652782 803084 0 19057 857511 3054720 4302553 342118 444569 245796 111324 493928 308171 187569 185757 2959904 2894857 3875869 3420424 234337 306257 1952045 2610638 12871415 15133890 1983024 2039005 1908648 1677570 1515715 1477421 5407387 5193996 X 6115414 7351194 1348614 2588700 7464028 9939894 12871415 15133890 X 59942 -114907 2530831 X X 0 1 X 1 0 132126 0 1 0 0 SCHEDULE C, PART I-A, LINE 1 ON BEHALF OF NORTHWEST CREDIT UNIONS, NWCUA CONTRIBUTED TO THE NATIONAL ADVOCACY FUND FOR THE CREDIT UNION SYSTEM. 15713 15713 478215 308171 170044 185757 1484424 F 1936000 F 3420424 INVESTMENTS IN SUBSIDIARY 2554702 ACCRUED INCOME ON INVESTMENTS 27257 VARIABLE ANNUITY 28679 2610638 DEFERRED COMPENSATION 1477421 1477421 X 6515808 0 6515808 0 6515808 6455866 0 6455866 0 6455866 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH THE PROVISIONS OF FASB ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. FASB ASC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED AND DISCLOSED IN AN ENTITY'S FINANCIAL STATEMENTS. THIS TOPIC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. X X 1 1 X X X X X 0 1 0 JENNIFER WAGNER CHIEF ADVOCACY OFFICER 151624 0 55047 0 5403 0 18853 0 9169 0 240096 0 0 0 TROY STANG PRESIDENT 299713 199809 24000 16000 3973 2649 366439 244293 5917 3945 700042 466696 0 0 DENISE GABEL COO 110008 73339 34948 23299 1654 1103 8808 5872 8383 5589 163801 109202 0 0 JENNIFER HUGGARD SVP, ADMINISTRATION 98468 32823 19952 6651 350 117 11002 3667 6823 2274 136595 45532 0 0 DANIELLE SITTU SVP, MKTG & COMMUNICATIONS 85403 56935 11553 7702 484 322 5845 3896 10294 6863 113579 75718 0 0 PART I, LINE 4B OFFICERS PARTICIPATE IN A 457(F) PLAN AND DURING 2018 THE SECOND OF A MULTIYEAR DISBURSEMENT WAS PAID. FORM 990 PART I LINE 1 AS EXPERT CONVENERS, WE WORK WITH, AND ON BEHALF OF, OUR MEMBERS TO ADVANCE CREDIT UNION PRIORITIES. WE ARE THE ASSOCIATION OF CHOICE, PROVIDING VITAL THOUGHT LEADERSHIP AND SUCCESS IN ADVOCACY, COOPERATIVE VALUE, AND COMMUNITY IMPACT. FORM 990, PART I, LINE 6 VOLUNTEERS CONSISTED OF THE ORGANIZATION'S UNPAID BOARD MEMBERS WHO PROVIDED OVERSIGHT OF CURRENT OPERATIONS AND GUIDANCE FOR FUTURE OPERATIONS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERS CONSIST OF CREDIT UNIONS WITH FULL VOTING RIGHTS (PRIMARILY CREDIT UNIONS IN IDAHO, OREGON AND WASHINGTON) AND ALSO INCLUDES NON-VOTING ASSOCIATE CREDIT UNION MEMBERS (PRIMARILY OUT OF STATE CREDIT UNIONS). VOTING MEMBERS ELECT BOARD MEMBERS AND ATTEND ASSOCIATION FUNCTIONS; WHILE ASSOCIATE MEMBERS ONLY PARTICIPATE IN ASSOCIATION EVENTS. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBER CREDIT UNIONS VOTE AND ELECT AN AT LARGE BOARD OF DIRECTORS BY PLURALITY VOTE. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS VOTE TO APPROVE OR DISAPPROVE CHANGES RELATING TO REGULAR MEMBER REPRESENTATION AT ASSOCIATION ELECTIONS AND MEETINGS, GOVERNANCE AUTHORITY OF THE MEMBERSHIP AND COMPOSITION OF THE ASSOCIATION BOARD. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE 990 AND THEN INFORMS THE BOARD MEMBERS THAT THE FORM HAS BEEN COMPLETED AND FILED AND IS AVAIABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR BOARD MEMBERS COMPLETE A QUESTIONANAIRE DISCLOSING ANY POSSIBLE CONFLICTS OF INTEREST. THEY ARE ALSO REQUIRED TO REPORT TO THE BOARD OF DIRECTORS ANY POSSIBLE CONFLICTS OF INTEREST BEFORE THEY OCCUR. THE BOARD THEN DECIDES HOW TO RESOLVE THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ORGANIZATION'S CEO IS DETERMINED AND VOTED ON BY THE BOARD OF DIRECTORS AND/OR THE EXECUTIVE COMMITTEE. COMPARITIVE COMPENSATION DATA IS USED. IN ADDITION, MARKET AND PERFORMANCE IS CONSIDERED IN THE COMPENSATION DECISION. THE DECISION IS DOCUMENTED. CEO REVIEWS AND DETERMINES SALARIES FOR OTHER OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF GOVERNING DOCUMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE BOARD. SOME DOCUMENTS ARE ALSO AVAILABLE THROUGH A THIRD PARTY WEBSITE. FORM 990, PART VII - RELATED ORGANIZATIONS DIRECT INQUIRIES OF PERSONNEL FROM RELATED ORGANIZATIONS WERE USED TO DETERMINE THE HOURS WORKED BY OFFICERS FOR THOSE RELATED ORGANIZATIONS. FORM 990, PART XI, LINE 9: NET EFFECT OF MERGER 2,530,831. FORM 990, PART XII, 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. CREDIT UNION LEGISLATIVE ACTION 13221 SW 68TH PKWAY STE 400 TIGARD OR 97223 930953556 LOBBYING OR 527 NWCUA 1 CREDIT UNION LEGISLATIVE ACTION 18000 INTERNATIONAL BLVD STE 350 SEATAC WA 98188 800043051 LOBBYING WA 527 NWCUA 1 IDAHO CREDIT UNION LEGISLATIVE ACTION COMMITTEE 2710 SUNRISE RIM RD 100 BOISE ID 83705 300053685 LOBBYING ID 527 NWCUA 1 STRATEGIC LINK INC 18000 INTERNATIONAL BLVD STE 350 SEATAC WA 98188 910851329 SUPPORT WA NWCUA C 1342950 2952219 1.00000 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0 STRATEGIC LINK INC J 37530 FMV STRATEGIC LINK INC O 951355 FMV STRATEGIC LINK INC Q 171049 FMV STRATEGIC LINK INC M 146000 FMV