2017-11-15T08:23:57-06:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2016-01-01 237065623 CREDIT UNION NATIONAL ASSOCIATION INC CRED 8003569655 601 PENNSYLVANIA AVE NW NO 600 WASHINGTON DC 200042601 BRIAN NELSON CFO 8003569655 2017-11-02 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2017-11-02 67.137.57.251 2017-11-02 13:40:13 CD P 082ACE2F511E36C30C0E31AD8E141AA6B2332ED9 29B3532BE4EE960876C422F2F602592B450521F0 2016 2021-01-29 14:40:06Z JIM NUSSLE 601 PENNSYLVANIA AVE NW NO 600 WASHINGTON DC 200042601 77913172 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 24 280 200 1447088 0 0 0 51800020 49331211 878613 1315913 6773019 6543055 59451652 57190179 0 0 0 0 30602619 31188387 0 0 0 25152063 23667901 55754682 54856288 3696970 2333891 41729436 45902398 23080082 25713665 18649354 20188733 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 1 458 0 1 280 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 BRIAN NELSON 6082314898 5710 MINERAL POINT ROAD MADISON WI 53705 ROD STAATZ CHAIRMAN 10.00 X 0 0 0 PATRICK S JURY VICE CHAIRMAN 5.00 X 0 0 0 MAURICE R SMITH SECRETARY 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 GERALDINE M BUREK DIRECTOR 4.00 X 0 0 0 MARK BRANTLEY DIRECTOR 4.00 X 0 0 0 PETE DZURIS DIRECTOR 4.00 X 0 0 0 WILLIAM MELLIN DIRECTOR 4.00 X 0 0 0 BRADLEY GREEN DIRECTOR 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 AT-LARGE EXECUTIVE COMMITTEE MEMBER 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 EDWIN L WILLIAMS DIRECTOR 4.00 X 0 0 0 JEFF YORK DIRECTOR 4.00 X 0 0 0 BRETT MARTINEZ TREASURER 4.00 X 0 0 0 RICHARD D PILLOW DIRECTOR 4.00 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 JOE THOMAS DIRECTOR 4.00 X 0 0 0 JIM NUSSLE PRESIDENT/CEO 40.00 X 1175193 0 42751 RICHARD MEADE CHIEF OF STAFF 40.00 X 404024 0 49765 JILL TOMALIN DEPUTY CHIEF OF STAFF 40.00 X 351306 0 43698 BRIAN NELSON CHIEF FINANCIAL OFFICER 40.00 X 207612 0 28727 WILLIAM HAMPEL CHIEF POLICY OFFICER 40.00 X 397107 0 43115 DOUGLAS KIKER CHIEF STRATEGIC/COMM OFFICER 40.00 X 327071 0 43186 RICHARD GOSE CHIEF POLITICAL OFFICER 40.00 X 268657 0 49765 MOLLIE BELL CHIEF TRANSFORMATION OFFICER 40.00 X 246799 0 41440 RYAN DONOVAN CHIEF ADVOCACY OFFICER 40.00 X 286106 0 49765 3663875 0 392212 94 0 1 0 NEVADA PROPERTY 1 LLC 4285 POLARIS AVENUE LAS VEGAS NV 89108 CONFERENCE HOTEL 711282 MARRIOTT BUSINESS SERVICES PO BOX 402642 ATLANTA GA 303842642 CONFERENCE HOTEL 552906 CENTERPLATEVOLUME SERVICES AMERICA 801 MOUNT VERNON PLACE NW WASHINGTON DC 20001 MEETING FOOD & BEVERAGE 546566 L37 LLC 1860 WHITNEY MESA DR SUITE 100 HENDERSON NV 89014 MEETING AUDIO/VISUAL 545384 CORNERSTONE SOLUTIONS NC LLC 8512 SIX FORKS ROAD SUITE 103 RALEIGH NC 27615 ADVERTISING 528614 28 MEMBERSHIP DUES 900099 26123350 26123350 ASSOCIATION SERVICES 900099 13623411 13623411 GOVERNMENT AFFAIRS CONFERENCE 900099 6287545 6287545 BUSINESS/CONSUMER PUBLISHING 511120 1900534 1900534 1396371 1396371 49331211 614371 614371 33006 33006 21016839 9457 20324754 0 692085 9457 701542 701542 2680581 398239 2282342 2282342 REIMBURSEMENTS FROM AFFILIATES 511120 2813625 2813625 ADVERTISING 541800 1414082 1414082 4227707 57190179 54427178 1447088 1315913 2303076 21797399 2552059 2796714 1739139 191024 56735 782614 89729 2276431 948705 1490699 1175476 3168964 1841456 8572369 1680736 343382 COMMISSIONS 367203 STAFF TRAINING 114253 568125 54856288 378090 428041 14185690 16213441 445902 1079908 75764 53378 1477358 1952459 9098148 8439747 808867 658401 20079004 21788179 2686023 2730404 1592738 998187 41729436 45902398 4996669 6577391 7789951 8056777 10293462 11079497 23080082 25713665 X 17138861 17536440 1510493 2652293 18649354 20188733 41729436 45902398 X 2333891 -128523 -665989 X X 0 1 X 1 0 2065328 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 681868 16983 8399297 7757879 641418 658401 INVESTMENT IN CSS 2680404 F INVESTMENT IN MTC 50000 C 2730404 DEFERRED COMPENSATION 2924126 AFFILIATE PAYABLES 298530 ACCRUED PENSION 6205700 DEFERRED RENT 1651141 11079497 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 ACTIVITIES HAS BEEN PROPERLY CLASSIFIED AS EITHER EXEMPT OR UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015, AND THERE ARE NO UNCERTAIN TAX POSITIONS THROUGH DECEMBER 31, 2016. X X X 1 1 X X X X X 0 0 0 JIM NUSSLE PRESIDENT/CEO 901000 0 245973 0 28220 0 29150 0 13601 0 1217944 0 0 0 RICHARD MEADE CHIEF OF STAFF 418700 0 0 0 -14676 0 29150 0 20615 0 453789 0 0 0 JILL TOMALIN DEPUTY CHIEF OF STAFF 361805 0 0 0 -10499 0 28832 0 14866 0 395004 0 0 0 BRIAN NELSON CHIEF FINANCIAL OFFICER 212949 0 0 0 -5337 0 23424 0 5303 0 236339 0 0 0 WILLIAM HAMPEL CHIEF POLICY OFFICER 392934 0 0 0 4173 0 29150 0 13965 0 440222 0 0 0 DOUGLAS KIKER CHIEF STRATEGIC/COMM OFFICER 339523 0 0 0 -12452 0 29150 0 14036 0 370257 0 0 0 RICHARD GOSE CHIEF POLITICAL OFFICER 283257 0 0 0 -14600 0 29150 0 20615 0 318422 0 0 0 MOLLIE BELL CHIEF TRANSFORMATION OFFICER 252554 0 0 0 -5755 0 27911 0 13529 0 288239 0 0 0 RYAN DONOVAN CHIEF ADVOCACY OFFICER 308505 0 0 0 -22399 0 29150 0 20615 0 335871 0 0 0 PART I, LINE 1B TRAVEL FOR COMPANIONS IS AVAILABLE TO THE CEO. 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 -723,370. EQUITY INCOME IN CSS 57,381. 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 -132533 3752783 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 85000 FMV CUNA STRATEGIC SERVICES O 775295 FMV CUNA STRATEGIC SERVICES Q 1800705 FMV