2015-08-14T11:02:22-05:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2014-01-01 237065623 CREDIT UNION NATIONAL ASSOCIATION INC CRED 8003569655 5710 MINERAL POINT ROAD MADISON WI 53705 BRIAN NELSON CFO 8003569655 2015-08-13 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2015-08-13 2014 2016-03-07 17:11:31Z JIM NUSSLE 5710 MINERAL POINT ROAD MADISON WI 53705 68817597 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 24 280 250 1304116 0 0 0 47219891 49170819 1122611 1156676 7264113 6970938 55606615 57298433 0 0 0 0 29788682 29157745 0 0 0 23807310 26565121 53595992 55722866 2010623 1575567 35785801 38511173 16613235 19943228 19172566 18567945 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 GOVERNMENT AFFAIRS - 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 1 486 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 DENNIS E PIERCE CHAIRMAN 9.00 X 0 0 0 SUSAN STREIFEL VICE CHAIRMAN 9.00 X 0 0 0 ROD STAATZ SECRETARY 5.00 X 0 0 0 PATRICK S JURY TREASURER 5.00 X 0 0 0 MAURICE R SMITH AT-LARGE EXEC COMMITTEE 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 PAUL HUGHES DIRECTOR 4.00 X 0 0 0 MICHAEL L'ECUYER DIRECTOR 4.00 X 0 0 0 MICHAEL J MERCER 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 DIRECTOR 4.00 X 0 0 0 RICHARD D PILLOW DIRECTOR 4.00 X 0 0 0 JIM NUSSLE PRESIDENT (EFFECTIVE 9/22/14) 40.00 X 214521 0 23375 O WILLIAM CHENEY PRESIDENT (UNTIL 6/10/14) 40.00 X 701575 0 38783 ERIC RICHARD EVP - GENERAL COUNSEL 40.00 X 475292 0 49184 JILL TOMALIN DEPUTY CHIEF OF STAFF 40.00 X 336168 0 29559 RICHARD MEADE CHIEF OF STAFF (STARTING 10/13/14) 40.00 X 77923 0 11935 BRIAN NELSON CHIEF FINANCIAL OFFICER 40.00 X 212100 0 28892 BILL HAMPEL CHIEF POLICY OFFICER 40.00 X 506071 0 45648 SUSAN NEWTON CHIEF ENGAGEMENT OFFICER 40.00 X 408560 0 35946 RICHARD GOSE CHIEF POLITICAL OFFICER 40.00 X 301436 0 49184 MARY DUNN SVP - DEPUTY GENERAL COUNS 40.00 X 267027 0 43937 RYAN DONOVAN CHIEF ADVOCACY OFFICER 40.00 X 262106 0 49184 3762779 0 405627 86 0 1 0 TOM SENATORI 502 N WESTFIELD ROAD MADISON WI 53717 MARKETING SERVICES 174930 1 MEMBERSHIP DUES 900099 26424999 26424999 ASSOCIATION SERVICES 900099 12261482 12261482 GOVERNMENT AFFAIRS CONFERENCE 900099 6389502 6389502 BUSINESS/CONSUMER PUBLISHING 511120 2367312 2367312 1727524 1727524 49170819 710648 710648 47938 47938 11541710 11095677 5 446033 -5 446028 446028 2769798 423482 2346316 2346316 REIMBURSEMENTS FROM AFFILIATES 511120 3320506 3320506 ADVERTISING 541800 1256178 1256178 4576684 57298433 54837641 1304116 1156676 2199307 20450538 1139144 3059133 2309623 191284 74135 131074 2365692 873817 1590314 805165 3070903 2149147 10638308 1676154 596644 1543 COMMISSIONS 420373 STAFF TRAINING 170545 BAD DEBT EXPENSE 48108 1761915 55722866 1642315 1262499 7579372 9454153 619232 589146 72693 79106 1525468 1728931 8820355 7661767 1195064 1158588 19404086 20143607 2568092 2658047 1179479 1437096 35785801 38511173 3738660 4977786 7457915 7437960 5416660 7527482 16613235 19943228 X 18291714 17541746 880852 1026199 19172566 18567945 35785801 38511173 X 1575567 91072 -2271260 X X 0 1 X 1 0 2965256 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. 685505 677009 8496 8134850 6984758 1150092 1158588 INVESTMENT IN CSS 2595047 F INVESTMENT IN CUSC 13000 C INVESTMENT IN MTC 50000 C 2658047 DEFERRED COMPENSATION 3052806 AFFILIATE PAYABLES 542929 ACCRUED PENSION 2556495 DEFERRED RENT 1375252 7527482 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 STATEMENTS OF ACTIVITIES HAS BEEN PROPERLY CLASSIFIED AS EITHER EXEMPT OR UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2014 AND 2013, AND THERE ARE NO UNCERTAIN TAX POSITIONS THROUGH DECEMBER 31, 2014. X X 1 1 X X X X X 0 1 0 JIM NUSSLE PRESIDENT (EFFECTIVE 9/22/14) 212500 0 0 0 2021 0 23375 0 0 0 237896 0 0 0 O WILLIAM CHENEY PRESIDENT (UNTIL 6/10/14) 441496 0 0 0 260079 0 28600 0 10183 0 740358 0 0 0 ERIC RICHARD EVP - GENERAL COUNSEL 399827 0 58568 0 16897 0 28600 0 20584 0 524476 0 0 0 JILL TOMALIN DEPUTY CHIEF OF STAFF 300606 0 34310 0 1252 0 28267 0 1292 0 365727 0 0 0 BRIAN NELSON CHIEF FINANCIAL OFFICER 204315 0 12043 0 -4258 0 23799 0 5093 0 240992 0 0 0 BILL HAMPEL CHIEF POLICY OFFICER 339434 0 149508 0 17129 0 28510 0 17138 0 551719 0 0 0 SUSAN NEWTON CHIEF ENGAGEMENT OFFICER 347681 0 55460 0 5419 0 28600 0 7346 0 444506 0 0 0 RICHARD GOSE CHIEF POLITICAL OFFICER 270177 0 43520 0 -12261 0 28600 0 20584 0 350620 0 0 0 MARY DUNN SVP - DEPUTY GENERAL COUNS 260588 0 15367 0 -8928 0 26798 0 17139 0 310964 0 0 0 RYAN DONOVAN CHIEF ADVOCACY OFFICER 264992 0 15620 0 -18506 0 28600 0 20584 0 311290 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 4B NON-QUALIFIED DEFERRED COMPENSATION (CSS) PLAN CONTRIBUTIONS: WILLIAM CHENEY 245,539 ERIC RICHARD 21,823 JILL TOMALIN 8,241 WILLIAM HAMPEL 24,964 SUSAN NEWTON 15,682 DANIEL L MICA FORMER OFFICER 60000 CONSULTING SERVICES 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS INCLUDE STATE AND REGIONAL CREDIT UNION TRADE ASSOCIATIONS (LEAGUES), CREDIT UNIONS THAT ARE MEMBERS OF THOSE LEAGUES, CREDIT UNIONS LOCATED WITHIN THE U.S. BUT OUTSIDE THE GEOGRAPHIC AREA OF MEMBERS LEAGUES, AND 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 -2,361,215. EQUITY INCOME IN CSS 89,955. 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 111788 4165513 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 87000 FMV CUNA STRATEGIC SERVICES O 1314729 FMV CUNA STRATEGIC SERVICES Q 1610271 FMV