2016-09-02T11:43:08-05:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2015-01-01 237065623 CREDIT UNION NATIONAL ASSOCIATION INC CRED 8003569655 601 PENNSYLVANIA AVE NW NO 600 WASHINGTON DC 200042601 BRIAN NELSON CFO 8003569655 2016-09-01 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2016-08-22 2015 2016-12-15 16:53:06Z X JIM NUSSLE 601 PENNSYLVANIA AVE NW NO 600 WASHINGTON DC 200042601 63816967 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 24 276 250 1152155 0 0 0 49170819 51800020 1156676 878613 6970938 6773019 57298433 59451652 0 0 0 0 29157745 30602619 0 0 0 26565121 25152063 55722866 55754682 1575567 3696970 38511173 41729436 19943228 23080082 18567945 18649354 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 1 0 0 0 0 0 0 0 1 1 1 0 1 467 0 1 276 1 1 1 0 0 0 0 0 X 24 24 0 0 1 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 SUSAN STREIFEL CHAIRMAN 9.00 X 0 0 0 ROD STAATZ VICE CHAIRMAN 5.00 X 0 0 0 PATRICK S JURY SECRETARY 5.00 X 0 0 0 MAURICE R SMITH TREASURER 4.00 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 ROBERT M CASHMAN 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 JOHN A GRAHAM DIRECTOR 4.00 X 0 0 0 ROGER HEACOCK DIRECTOR 4.00 X 0 0 0 TROY STANG DIRECTOR 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 AT-LARGE EXEC COMMITTEE 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 JIM NUSSLE PRESIDENT/CEO 40.00 X 1056113 0 29150 RICHARD MEADE CHIEF OF STAFF 40.00 X 423114 0 51244 JILL TOMALIN DEPUTY CHIEF OF STAFF 40.00 X 371305 0 30222 BRIAN NELSON CHIEF FINANCIAL OFFICER 40.00 X 221341 0 30473 BILL HAMPEL CHIEF POLICY OFFICER 40.00 X 436910 0 47538 SUSAN NEWTON CHIEF ENGAGEMENT OFFICER 40.00 X 380625 0 37035 RICHARD GOSE CHIEF POLITICAL OFFICER 40.00 X 290024 0 51244 HARLEY SKJERVEM SENIOR VICE PRESIDENT 40.00 X 236797 0 37450 RYAN DONOVAN CHIEF ADVOCACY OFFICER 40.00 X 305025 0 51244 3721254 0 365600 95 0 1 0 BEEKEEPER GROUP LLC 1101 14TH STREET NW SUITE 200 WASHINGTON DC 20005 POLITICAL CONSULTING 189000 CROSSROADS STRATEGIES LLC 1156 15TH ST NW SUITE 329 WASHINGTON DC 20005 LOBBYING CONSULTING 180000 CDT BUSINESS SOLUTIONS INC 21218 SAINT ANDREWS BLVD 309 BOCA RATON FL 33433 CUFX PROJECT FOR COUNCILS 168836 DENTONS US LLP DEPT 7247-6670 PHILADELPHIA PA 19170 LOBBYING CONSULTING 156000 SWINK LLC 106 EAST DOTY STREET MADISON WI 53703 MARKETING SERVICES 146297 13 MEMBERSHIP DUES 900099 27379911 27379911 ASSOCIATION SERVICES 900099 13995529 13995529 GOVERNMENT AFFAIRS CONFERENCE 900099 5738185 5738185 BUSINESS/CONSUMER PUBLISHING 511120 2168737 2168737 2517658 2517658 51800020 602663 602663 51446 51446 4261758 3985808 275950 275950 275950 2784525 379507 2405018 2405018 REIMBURSEMENTS FROM AFFILIATES 511120 3215846 3215846 ADVERTISING 541800 1100709 1100709 4316555 59451652 57420884 1152155 878613 2212694 21838535 1741252 3010363 1799775 145160 58400 1175997 123105 1632738 980356 1495670 1306589 3123387 2018188 9583276 1680747 501103 1508 COMMISSIONS 467566 STAFF TRAINING 155939 BAD DEBT EXPENSE -41070 743404 55754682 1262499 378090 9454153 14185690 589146 445902 79106 75764 1728931 1477358 8914177 8105310 1158588 808867 20143607 20079004 2658047 2686023 1437096 1592738 38511173 41729436 4977786 4996669 7437960 7789951 7527482 10293462 19943228 23080082 X 17541746 17138861 1026199 1510493 18567945 18649354 38511173 41729436 X 3696970 -871672 -2743889 X X 0 1 X 1 0 1105130 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 678961 19890 8215326 7426349 788977 808867 INVESTMENT IN CSS 2623023 F INVESTMENT IN CUSC 13000 C INVESTMENT IN MTC 50000 C 2686023 DEFERRED COMPENSATION 3035266 AFFILIATE PAYABLES 414993 ACCRUED PENSION 5287894 DEFERRED RENT 1555309 10293462 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, 2015 AND 2014, AND THERE ARE NO UNCERTAIN TAX POSITIONS THROUGH DECEMBER 31, 2015. X X X 1 1 X X X X X 1 0 0 JIM NUSSLE PRESIDENT/CEO 850000 0 185000 0 21113 0 29150 0 0 0 1085263 0 0 0 RICHARD MEADE CHIEF OF STAFF 395000 0 41475 0 -13361 0 29150 0 22094 0 474358 0 0 0 JILL TOMALIN DEPUTY CHIEF OF STAFF 339891 0 35839 0 -4425 0 28885 0 1337 0 401527 0 0 0 BRIAN NELSON CHIEF FINANCIAL OFFICER 206562 0 21708 0 -6929 0 25115 0 5358 0 251814 0 0 0 BILL HAMPEL CHIEF POLICY OFFICER 376328 0 68008 0 -7426 0 29150 0 18388 0 484448 0 0 0 SUSAN NEWTON CHIEF ENGAGEMENT OFFICER 350920 0 36880 0 -7175 0 29150 0 7885 0 417660 0 0 0 RICHARD GOSE CHIEF POLITICAL OFFICER 274760 0 28876 0 -13612 0 29150 0 22094 0 341268 0 0 0 HARLEY SKJERVEM SENIOR VICE PRESIDENT 221637 0 23293 0 -8133 0 26340 0 11110 0 274247 0 0 0 RYAN DONOVAN CHIEF ADVOCACY OFFICER 293978 0 30998 0 -19951 0 29150 0 22094 0 356269 0 0 0 PART I, LINE 1B TRAVEL FOR COMPANIONS IS AVAILABLE TO THE CEO. THIS BENEFIT IS TAXABLE TO THE CEO IN THE YEAR THE BENEFIT IS RECEIVED. PART I, LINE 4A SUSAN NEWTON RECEIVED A $70,000 PAYMENT UPON LEAVING EMPLOYMENT DANIEL L MICA FORMER OFFICER 60000 CONSULTING SERVICES 0 FORM 990, PART VI, SECTION A, LINE 4 CUNA MADE THE FOLLOWING UPDATES TO ITS BYLAWS: -CREDIT UNION MEMBERS NO LONGER NEED TO ALSO BE A MEMBER OF THEIR STATE ASSOCIATION -THE BOARD MAY ESTABLISH A NON-VOTING MEMBERSHIP CLASS -ALLOWS FOR BETWEEN 12 AND 24 BOARD MEMBERS -ALLOWS FOR THE BOARD TO AMEND THE BYLAWS FOR OPERATIONAL OR ADMINISTRATIVE CHANGES 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 11 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 -2,771,865. EQUITY INCOME IN CSS 27,976. 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 91002 4143165 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 86000 FMV CUNA STRATEGIC SERVICES O 1077084 FMV CUNA STRATEGIC SERVICES Q 2149916 FMV