CREDIT UNION NATIONAL ASSOCIATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CREDIT UNION NATIONAL ASSOCIATION INC (EIN 23-7065623)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-15
- IRS object ID
- 201442279349301719
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-15T09:33:56-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 GREENWAY BOULEVARD SUITE 600 | AddressLine1 |
| City | MIDDLETON | City |
| State | WI | State |
| ZIP Code | 53562 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237065623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREDIT UNION NATIONAL ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRED | BusinessNameControlTxt |
| Phone | 8003569655 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5710 MINERAL POINT ROAD | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53705 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN NELSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8003569655 | PhoneNum |
| Signature | 2014-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY ANDERSON CPA | PreparerPersonNm |
| PTIN | P00188889 | PTIN |
| Phone | 6086628600 | PhoneNum |
| Preparation | 2014-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM CHENEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5710 MINERAL POINT ROAD | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $68,411,314 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CUNA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 264 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $1,454,739 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $44,440,442 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $47,219,891 | CYProgramServiceRevenueAmt |
| PY Investment Income | $729,563 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,122,611 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,589,418 | PYOtherRevenueAmt |
| CY Other Revenue | $7,264,113 | CYOtherRevenueAmt |
| PY Total Revenue | $53,759,423 | PYTotalRevenueAmt |
| CY Total Revenue | $55,606,615 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $28,394,467 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,788,682 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,307,747 | PYOtherExpensesAmt |
| CY Other Expenses | $23,807,310 | CYOtherExpensesAmt |
| PY Total Expenses | $51,702,214 | PYTotalExpensesAmt |
| CY Total Expenses | $53,595,992 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,057,209 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,010,623 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,349,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,785,801 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,681,574 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,613,235 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,668,164 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,172,566 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | GOVERNMENT AFFAIRS - PROVIDES REGULATORY, LEGISLATIVE AND ADVOCACY SUPPORT IN WASHINGTON DC FOR THE CREDIT UNION MEMBERSHIP. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSOCIATION SERVICES - PROVIDES TRAINING, EDUCATION AND ANNUAL CONFERENCE FOR CREDIT UNION STAFF AND ITS MEMBERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUSINESS & CONSUMER PUBLISHING - PROVIDES MAGAZINE AND NEWSLETTER PUBLICATIONS, RESEARCH SERVICES, AND OTHER PRODUCTS AND SERVICES FOR CREDIT UNION STAFF AND ITS MEMBERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SALES & MARKETING, CU DEVELOPMENT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 464 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 264 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN NELSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082314898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5710 MINERAL POINT ROAD | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53705 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MICHAEL J MERCER | |||||||
| CHAIRMAN (UNTIL FEB 2013) & DIRECTOR | 9.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA WESENBERG | |||||||
| CHAIRMAN (AS OF 2/25/13) | 9.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS E PIERCE | |||||||
| VICE CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN STREIFEL | |||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ROD STAATZ | |||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK S JURY | |||||||
| AT-LARGE EXEC COMM | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN G BEHLER | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY C BUDET | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT M CASHMAN | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| PETE DZURIS | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM MELLIN | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| BRADLEY GREEN | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN A GRAHAM | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER HEACOCK | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL HUGHES | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL L'ECUYER | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDELL W LYONS | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| TROY STANG | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| WINONA NAVA | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MAURICE R SMITH | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| J SCOTT SULLIVAN | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWIN L WILLIAMS | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF YORK | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| BRETT MARTINEZ | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| O WILLIAM CHENEY | |||||||
| PRESIDENT | 40.00 | $1,261,853 | $0 | $48,626 | Yes (X) | ||
| ERIC RICHARD | |||||||
| EVP - GENERAL COUNSEL | 40.00 | $454,115 | $0 | $49,378 | Yes (X) | ||
| JILL TOMALIN | |||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $265,263 | $0 | $27,514 | Yes (X) | ||
| SUSAN NEWTON | |||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $394,492 | $0 | $36,008 | Yes (X) | ||
| JOHN MAGILL | |||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $411,245 | $0 | $28,267 | Yes (X) | ||
| PAUL GENTILE | |||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $384,500 | $0 | $48,843 | Yes (X) | ||
| WILLIAM HAMPEL | |||||||
| SVP - ECONOMICS | 40.00 | $350,770 | $0 | $47,105 | Yes (X) | ||
| RICHARD GOSE | |||||||
| SVP - POLITICAL AFFAIRS | 40.00 | $290,406 | $0 | $49,344 | Yes (X) | ||
| MARY DUNN | |||||||
| SVP - DEPUTY GENERAL COUNS | 40.00 | $254,290 | $0 | $44,104 | Yes (X) | ||
| RYAN DONOVAN | |||||||
| SVP - LEGISLATIVE AFFAIRS | 40.00 | $245,341 | $0 | $46,643 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,312,275 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $425,832 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 81 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TOM SENATORI | |||||
| 502 N WESTFIELD ROAD | MADISON | WI | 53717 | FREELANCER | $188,335 |
| CATHERINE WOODS | |||||
| 20 EAST BOCA RATON | PHOENIX | AZ | 85022 | ADVERTISING SALES | $147,914 |
| THE HITMAN GROUP | |||||
| 23412 PACIFIC PARK DR 35B | ALISO VIEGO | CA | 92656 | PRODUCT SALES | $137,075 |
| DTR CONSULTING LLC | |||||
| 1602 TAIL FEATHER CT | ROCKLEDGE | FL | 32955 | PRODUCT SALES | $125,950 |
| NANCY MCGINNIS | |||||
| 1455 PARADISE VALLEY DR | HIGH RIDGE | MO | 63049 | PRODUCT SALES | $110,860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $25,673,562 | $25,673,562 |
| ASSOCIATION SERVICES | 900099 | $11,315,421 | $11,315,421 |
| GOVERNMENT AFFAIRS CONFERENCE | 900099 | $5,511,947 | $5,511,947 |
| BUSINESS/CONSUMER PUBLISHING | 511120 | $2,661,644 | $2,661,644 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,057,317 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,057,317 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $47,219,891 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $783,965 | TotalRevenueColumnAmt |
| Exclusion | $783,965 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,750 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $45,750 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,776,297 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,437,583 | SecuritiesAmt |
| Other | $68 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $338,714 | SecuritiesAmt |
| Other | -$68 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $338,646 | TotalRevenueColumnAmt |
| Exclusion | $338,646 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,810,906 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $367,048 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,443,858 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,443,858 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| REIMBURSEMENTS FROM AFFILIATES | 511120 | $3,365,516 | $3,365,516 | |
| ADVERTISING | 541800 | $1,408,989 | $1,408,989 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,774,505 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,606,615 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,029,265 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,454,739 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,122,611 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,117,327 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,121,388 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,915,837 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,002,350 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,631,780 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,033 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,970 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,642 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,320,099 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,090,938 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,404,221 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $789,900 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,053,820 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,016,585 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,242,759 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,677,584 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $765,398 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,866 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| COMMISSIONS | $383,719 |
| STAFF TRAINING | $101,091 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628,685 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,595,992 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $702,717 | BOYAmt |
| EOY | $1,642,315 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,840,112 | BOYAmt |
| EOY | $7,579,372 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $529,565 | BOYAmt |
| EOY | $619,232 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,956 | BOYAmt |
| EOY | $72,693 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,675,638 | BOYAmt |
| EOY | $1,525,468 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,977,869 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,782,805 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,441,998 | BOYAmt |
| EOY | $1,195,064 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,309,256 | BOYAmt |
| EOY | $19,404,086 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,553,702 | BOYAmt |
| EOY | $2,568,092 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,181,794 | BOYAmt |
| EOY | $1,179,479 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,349,738 | BOYAmt |
| EOY | $35,785,801 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,417,159 | BOYAmt |
| EOY | $3,738,660 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,531,380 | BOYAmt |
| EOY | $7,457,915 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,733,035 | BOYAmt |
| EOY | $5,416,660 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,681,574 | BOYAmt |
| EOY | $16,613,235 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,577,461 | BOYAmt |
| EOY | $18,291,714 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,703 | BOYAmt |
| EOY | $880,852 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,668,164 | BOYAmt |
| EOY | $19,172,566 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,349,738 | BOYAmt |
| EOY | $35,785,801 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,010,623 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $791,686 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,702,093 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $780,427 | PoliticalExpendituresAmt |
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | ADMINISTRATIVE EXPENSES FOR A CONNECTED FEDERAL PAC - 780,427 | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $685,505 | OtherCostOrOtherBasisAmt |
| Depreciation | $676,009 | DepreciationAmt |
| Book Value | $9,496 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,292,364 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,106,796 | DepreciationAmt |
| Book Value | $1,185,568 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,195,064 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN CSS | $2,505,092 | F |
| INVESTMENT IN CUSC | $13,000 | C |
| INVESTMENT IN MTC | $50,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,568,092 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $3,288,078 |
| AFFILIATE PAYABLES | $529,683 |
| ACCRUED PENSION | $484,020 |
| DEFERRED RENT | $1,114,879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,416,660 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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, 2013 AND 2012, AND THERE ARE NO UNCERTAIN TAX POSITIONS THROUGH DECEMBER 31, 2013. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| O WILLIAM CHENEY | ||||||||||||||
| PRESIDENT | $775,773 | $0 | $247,138 | $0 | $238,942 | $0 | $28,050 | $0 | $20,576 | $0 | $1,310,479 | $0 | $0 | $0 |
| ERIC RICHARD | ||||||||||||||
| EVP - GENERAL COUNSEL | $381,317 | $0 | $62,458 | $0 | $10,340 | $0 | $28,585 | $0 | $20,793 | $0 | $503,493 | $0 | $0 | $0 |
| JILL TOMALIN | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $237,012 | $0 | $34,309 | $0 | -$6,058 | $0 | $26,285 | $0 | $1,229 | $0 | $292,777 | $0 | $0 | $0 |
| SUSAN NEWTON | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $331,035 | $0 | $58,837 | $0 | $4,620 | $0 | $28,585 | $0 | $7,423 | $0 | $430,500 | $0 | $0 | $0 |
| JOHN MAGILL | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $339,138 | $0 | $59,421 | $0 | $12,686 | $0 | $28,050 | $0 | $217 | $0 | $439,512 | $0 | $0 | $0 |
| PAUL GENTILE | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $310,800 | $0 | $72,464 | $0 | $1,236 | $0 | $28,050 | $0 | $20,793 | $0 | $433,343 | $0 | $0 | $0 |
| WILLIAM HAMPEL | ||||||||||||||
| SVP - ECONOMICS | $323,721 | $0 | $23,310 | $0 | $3,739 | $0 | $29,805 | $0 | $17,300 | $0 | $397,875 | $0 | $0 | $0 |
| RICHARD GOSE | ||||||||||||||
| SVP - POLITICAL AFFAIRS | $256,699 | $0 | $45,984 | $0 | -$12,277 | $0 | $28,551 | $0 | $20,793 | $0 | $339,750 | $0 | $0 | $0 |
| MARY DUNN | ||||||||||||||
| SVP - DEPUTY GENERAL COUNS | $246,239 | $0 | $17,731 | $0 | -$9,680 | $0 | $26,804 | $0 | $17,300 | $0 | $298,394 | $0 | $0 | $0 |
| RYAN DONOVAN | ||||||||||||||
| SVP - LEGISLATIVE AFFAIRS | $245,526 | $0 | $18,198 | $0 | -$18,383 | $0 | $25,850 | $0 | $20,793 | $0 | $291,984 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 219,606 ERIC RICHARD 20,765 SUSAN NEWTON 14,836 JOHN MAGILL 15,791 PAUL GENTILE 14,109 JILL TOMALIN 1,909 WILLIAM HAMPEL 10,123 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL L MICA | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FORMER OFFICER | RelationshipDescriptionTxt |
| Transaction | $70,000 | TransactionAmt |
| Transaction | CONSULTING SERVICES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2,687,703. EQUITY INCOME IN CSS 14,390. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUNA STRATEGIC SERVICES INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5710 MINERAL POINT ROAD | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391979912 | EIN |
| Primary Activities | PRODUCTS & SERVICES PROVIDER FOR CREDIT UNIONS | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $214,282 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $4,033,211 | ShareOfEOYAssetsAmt |
| Ownership | 0.51580 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CUNA STRATEGIC SERVICES | ||
| N | $86,000 | FMV |
| CUNA STRATEGIC SERVICES | ||
| O | $1,217,274 | FMV |
| CUNA STRATEGIC SERVICES | ||
| Q | $1,644,726 | FMV |