2014-08-15T09:33:56-05:00 2013-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2013-01-01 237065623 CREDIT UNION NATIONAL ASSOCIATION INC CRED 8003569655 5710 MINERAL POINT ROAD MADISON WI 53705 BRIAN NELSON CFO 8003569655 2014-08-12 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2014-08-12 2013 2015-11-30 17:44:51Z WILLIAM CHENEY 5710 MINERAL POINT ROAD MADISON WI 53705 68411314 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 24 264 250 1454739 0 0 0 44440442 47219891 729563 1122611 8589418 7264113 53759423 55606615 0 0 0 0 28394467 29788682 0 0 0 23307747 23807310 51702214 53595992 2057209 2010623 31349738 35785801 17681574 16613235 13668164 19172566 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 1 464 0 1 264 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 MICHAEL J MERCER CHAIRMAN (UNTIL FEB 2013) & DIRECTOR 9.00 X 0 0 0 PATRICIA WESENBERG CHAIRMAN (AS OF 2/25/13) 9.00 X 0 0 0 DENNIS E PIERCE VICE CHAIRMAN 5.00 X 0 0 0 SUSAN STREIFEL SECRETARY 5.00 X 0 0 0 ROD STAATZ TREASURER 5.00 X 0 0 0 PATRICK S JURY AT-LARGE EXEC COMM 4.00 X 0 0 0 STEPHEN G BEHLER DIRECTOR 4.00 X 0 0 0 TONY C BUDET 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 WENDELL W LYONS 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 MAURICE R SMITH 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 O WILLIAM CHENEY PRESIDENT 40.00 X 1261853 0 48626 ERIC RICHARD EVP - GENERAL COUNSEL 40.00 X 454115 0 49378 JILL TOMALIN EXECUTIVE VICE PRESIDENT 40.00 X 265263 0 27514 SUSAN NEWTON EXECUTIVE VICE PRESIDENT 40.00 X 394492 0 36008 JOHN MAGILL EXECUTIVE VICE PRESIDENT 40.00 X 411245 0 28267 PAUL GENTILE EXECUTIVE VICE PRESIDENT 40.00 X 384500 0 48843 WILLIAM HAMPEL SVP - ECONOMICS 40.00 X 350770 0 47105 RICHARD GOSE SVP - POLITICAL AFFAIRS 40.00 X 290406 0 49344 MARY DUNN SVP - DEPUTY GENERAL COUNS 40.00 X 254290 0 44104 RYAN DONOVAN SVP - LEGISLATIVE AFFAIRS 40.00 X 245341 0 46643 4312275 0 425832 81 0 1 0 TOM SENATORI 502 N WESTFIELD ROAD MADISON WI 53717 FREELANCER 188335 CATHERINE WOODS 20 EAST BOCA RATON PHOENIX AZ 85022 ADVERTISING SALES 147914 THE HITMAN GROUP 23412 PACIFIC PARK DR 35B ALISO VIEGO CA 92656 PRODUCT SALES 137075 DTR CONSULTING LLC 1602 TAIL FEATHER CT ROCKLEDGE FL 32955 PRODUCT SALES 125950 NANCY MCGINNIS 1455 PARADISE VALLEY DR HIGH RIDGE MO 63049 PRODUCT SALES 110860 5 MEMBERSHIP DUES 900099 25673562 25673562 ASSOCIATION SERVICES 900099 11315421 11315421 GOVERNMENT AFFAIRS CONFERENCE 900099 5511947 5511947 BUSINESS/CONSUMER PUBLISHING 511120 2661644 2661644 2057317 2057317 47219891 783965 783965 45750 45750 12776297 12437583 68 338714 -68 338646 338646 2810906 367048 2443858 2443858 REIMBURSEMENTS FROM AFFILIATES 511120 3365516 3365516 ADVERTISING 541800 1408989 1408989 4774505 55606615 53029265 1454739 1122611 3117327 20121388 1915837 3002350 1631780 146033 60970 123642 2320099 1090938 1404221 789900 3053820 2016585 9242759 1677584 765398 1866 COMMISSIONS 383719 STAFF TRAINING 101091 628685 53595992 702717 1642315 5840112 7579372 529565 619232 114956 72693 1675638 1525468 8977869 7782805 1441998 1195064 17309256 19404086 2553702 2568092 1181794 1179479 31349738 35785801 4417159 3738660 6531380 7457915 6733035 5416660 17681574 16613235 X 13577461 18291714 90703 880852 13668164 19172566 31349738 35785801 X 2010623 791686 2702093 X X 0 1 X 1 0 780427 1 0 0 PART I-A, LINE 1: ADMINISTRATIVE EXPENSES FOR A CONNECTED FEDERAL PAC - 780,427 685505 676009 9496 8292364 7106796 1185568 1195064 INVESTMENT IN CSS 2505092 F INVESTMENT IN CUSC 13000 C INVESTMENT IN MTC 50000 C 2568092 DEFERRED COMPENSATION 3288078 AFFILIATE PAYABLES 529683 ACCRUED PENSION 484020 DEFERRED RENT 1114879 5416660 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, 2013 AND 2012, AND THERE ARE NO UNCERTAIN TAX POSITIONS THROUGH DECEMBER 31, 2013. X X 1 1 X X X X X 0 1 0 O WILLIAM CHENEY PRESIDENT 775773 0 247138 0 238942 0 28050 0 20576 0 1310479 0 0 0 ERIC RICHARD EVP - GENERAL COUNSEL 381317 0 62458 0 10340 0 28585 0 20793 0 503493 0 0 0 JILL TOMALIN EXECUTIVE VICE PRESIDENT 237012 0 34309 0 -6058 0 26285 0 1229 0 292777 0 0 0 SUSAN NEWTON EXECUTIVE VICE PRESIDENT 331035 0 58837 0 4620 0 28585 0 7423 0 430500 0 0 0 JOHN MAGILL EXECUTIVE VICE PRESIDENT 339138 0 59421 0 12686 0 28050 0 217 0 439512 0 0 0 PAUL GENTILE EXECUTIVE VICE PRESIDENT 310800 0 72464 0 1236 0 28050 0 20793 0 433343 0 0 0 WILLIAM HAMPEL SVP - ECONOMICS 323721 0 23310 0 3739 0 29805 0 17300 0 397875 0 0 0 RICHARD GOSE SVP - POLITICAL AFFAIRS 256699 0 45984 0 -12277 0 28551 0 20793 0 339750 0 0 0 MARY DUNN SVP - DEPUTY GENERAL COUNS 246239 0 17731 0 -9680 0 26804 0 17300 0 298394 0 0 0 RYAN DONOVAN SVP - LEGISLATIVE AFFAIRS 245526 0 18198 0 -18383 0 25850 0 20793 0 291984 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 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 DANIEL L MICA FORMER OFFICER 70000 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 2,687,703. 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. CUNA STRATEGIC SERVICES INC 5710 MINERAL POINT ROAD MADISON WI 53705 391979912 PRODUCTS & SERVICES PROVIDER FOR CREDIT UNIONS WI N/A C 214282 4033211 0.51580 1 0 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 1217274 FMV CUNA STRATEGIC SERVICES Q 1644726 FMV