2018-11-15T14:43:06-06:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2017-01-01 237065623 CREDIT UNION NATIONAL ASSOCIATION INC CRED 8003569655 601 PENNSYLVANIA AVE NW NO 600 WASHINGTON DC 200042601 EDDIE RIVERA CURRENT CFO 8003569655 2018-11-15 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2018-11-15 67.137.57.251 2018-11-15 09:32:21 CS P 38F034F93386ECDDFAAD50F04D2486A1391B3254 9ACEB88934FFCCBD98C12E2F38B246F9B43CAC86 2017 2019-02-21 02:37:17Z JIM NUSSLE 601 PENNSYLVANIA AVE NW NO 600 WASHINGTON DC 200042601 59798824 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 24 271 237 1227796 0 0 0 49331211 51210575 1315913 834419 6543055 5663027 57190179 57708021 0 0 0 0 31188387 30537410 0 0 0 23667901 28410206 54856288 58947616 2333891 -1239595 45902398 46643924 25713665 26219166 20188733 20424758 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 0 1 1 0 0 0 0 0 1 1 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 1 409 0 1 271 1 1 1 0 0 0 0 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 RODNEY STAATZ DIRECTOR 4.00 X 0 0 0 PATRICK S JURY CHAIRMAN 10.00 X 0 0 0 MAURICE R SMITH VICE CHAIRMAN 5.00 X 0 0 0 DALLAS W BERGL DIRECTOR 4.00 X 0 0 0 TONY C BUDET DIRECTOR 4.00 X 0 0 0 PETE DZURIS DIRECTOR 4.00 X 0 0 0 SCOTT WOODS DIRECTOR 4.00 X 0 0 0 BRADLEY GREEN AT-LARGE EXECUTIVE COMMITTEE 4.00 X 0 0 0 DEBIE KEESEE DIRECTOR 4.00 X 0 0 0 ROGER HEACOCK DIRECTOR 4.00 X 0 0 0 TROY STANG TREASURER 4.00 X 0 0 0 WINONA NAVA DIRECTOR 4.00 X 0 0 0 J SCOTT SULLIVAN DIRECTOR 4.00 X 0 0 0 JEFF YORK DIRECTOR 4.00 X 0 0 0 BRETT MARTINEZ SECRETARY 5.00 X 0 0 0 GARY FURTADO DIRECTOR 4.00 X 0 0 0 PATRICK LA PINE DIRECTOR 4.00 X 0 0 0 JOHN SACKETT DIRECTOR 4.00 X 0 0 0 STEPHANIE SIEVERS 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 JIM NUSSLE PRESIDENT/CEO 40.00 X 1268858 0 48832 JILL TOMALIN CHIEF OPERATING OFFICER 40.00 X 416868 0 44499 TODD SPICZENSKI CHIEF PRODUCTS & SERVICES OFFICER 40.00 X 318580 0 44864 MOLLIE BELL CHIEF ENGAGEMENT OFFICER 40.00 X 323026 0 43488 RYAN DONOVAN CHIEF ADVOCACY OFFICER 40.00 X 345520 0 51696 BRIAN NELSON CHIEF FINANCIAL OFFICER 40.00 X 237270 0 31703 JONATHAN IHRIG CHIEF COMPLIANCE OFFICER 40.00 X 241377 0 36622 WILLIAM HAMPEL CHIEF POLICY OFFICER 40.00 X 347952 0 40138 DOUGLAS KIKER CHIEF STRATEGIC/COMM OFFICER 40.00 X 373302 0 47513 RICHARD GOSE CHIEF POLITICAL OFFICER 40.00 X 307532 0 51696 ELIZABETH EURGUBIAN DEPUTY CHIEF ADVOCACY OFFICER 40.00 X 226416 0 48008 4406701 0 489059 98 0 1 0 SYNTEL INC 525 E BIG BEAVER SUITE 300 TROY MI 48083 SOFTWARE STAFFING SERVICES 2188107 CAESARS PALACEDESERT PALACE INC 3570 LAS VEGAS BLVD SOUTH LAS VEGAS NV 89109 CONFERENCE HOTEL 721248 BEEKEEPER GROUP 1101 14TH STREET NW WASHINGTON DC 20005 CONSULTING SERVICES 643205 L37 LLC 1860 WHITNEY MESA DR SUITE 100 HENDERSON NV 89014 MEETING AUDIO/VISUAL SERVICES 593623 AMERICAN PRINTING COMPANY INC 2909 SYENE RD MADISON WI 53713 PRINTING SERVICES 528366 64 MEMBERSHIP DUES 900099 26357072 26357072 ASSOCIATION SERVICES 900099 14684867 14684867 GOVERNMENT AFFAIRS CONFERENCE 900099 6883968 6883968 BUSINESS/CONSUMER PUBLISHING 511120 1638239 1638239 1646429 1646429 51210575 808824 808824 32835 32835 1646913 1621318 25595 25595 25595 2466213 469485 1996728 1996728 REIMBURSEMENTS FROM AFFILIATES 511120 2436279 2436279 ADVERTISING 541800 1197185 2224 1194961 3633464 57708021 55645806 1227796 834419 3175203 20339348 2603555 2598041 1821263 156687 72080 797370 83712 3611170 2272809 1564017 919535 3410002 2089857 9442524 1690502 290165 1487 COMMISSIONS 1207035 STAFF TRAINING 144077 BAD DEBT EXPENSE 29578 627599 58947616 428041 569598 16213441 15340068 1079908 617703 53378 57852 1952459 1790349 9370989 8635387 658401 735602 21788179 24198656 2730404 2512704 998187 821392 45902398 46643924 6577391 6040791 8056777 9028213 11079497 11150162 25713665 26219166 X 17536440 18021649 2652293 2403109 20188733 20424758 45902398 46643924 X -1239595 1726441 -250821 X X 0 1 X 1 0 1071671 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. 698851 684774 14077 8672138 7950613 721525 735602 INVESTMENT IN CSS 2462704 F INVESTMENT IN MTC 50000 C 2512704 DEFERRED COMPENSATION 3099294 AFFILIATE PAYABLES 189240 ACCRUED PENSION 6200460 DEFERRED RENT 1661168 11150162 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, 2017 AND 2016, AND THERE ARE NO UNCERTAIN TAX POSITIONS THROUGH DECEMBER 31, 2017. X X X 1 1 X X X X X 0 0 0 JIM NUSSLE PRESIDENT/CEO 1021192 0 233928 0 13738 0 29700 0 19132 0 1317690 0 0 0 JILL TOMALIN CHIEF OPERATING OFFICER 379199 0 47989 0 -10320 0 29335 0 15164 0 461367 0 0 0 TODD SPICZENSKI CHIEF PRODUCTS & SERVICES OFFICER 301725 0 26258 0 -9403 0 29700 0 15164 0 363444 0 0 0 MOLLIE BELL CHIEF ENGAGEMENT OFFICER 303518 0 27216 0 -7708 0 29700 0 13788 0 366514 0 0 0 RYAN DONOVAN CHIEF ADVOCACY OFFICER 332710 0 32393 0 -19583 0 29700 0 21996 0 397216 0 0 0 BRIAN NELSON CHIEF FINANCIAL OFFICER 221139 0 22360 0 -6229 0 26779 0 4924 0 268973 0 0 0 JONATHAN IHRIG CHIEF COMPLIANCE OFFICER 229237 0 23395 0 -11255 0 27785 0 8837 0 277999 0 0 0 WILLIAM HAMPEL CHIEF POLICY OFFICER 267286 0 41258 0 39408 0 29700 0 10438 0 388090 0 0 0 DOUGLAS KIKER CHIEF STRATEGIC/COMM OFFICER 352581 0 35650 0 -14929 0 29700 0 17813 0 420815 0 0 0 RICHARD GOSE CHIEF POLITICAL OFFICER 292790 0 29742 0 -15000 0 29700 0 21996 0 359228 0 0 0 ELIZABETH EURGUBIAN DEPUTY CHIEF ADVOCACY OFFICER 229783 0 19578 0 -22945 0 26012 0 21996 0 274424 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 -33,121. EQUITY INCOME IN CSS -217,700. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. CUNA STRATEGIC SERVICES INC 5710 MINERAL POINT ROAD MADISON WI 53705 391979912 PRODUCTS & SERVICES PROVIDER FOR CREDIT UNIONS WI N/A C -286880 3395348 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 77000 FMV CUNA STRATEGIC SERVICES O 880450 FMV CUNA STRATEGIC SERVICES Q 1887550 FMV