2013-02-11T09:50:00-06:00 2012-06-30 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2011-07-01 391645910 FILENE RESEARCH INSTITUTE INC FILE 6086613744 612 W MAIN ST NO 105 MADISON WI 537034721 MARK MEYER 6086613744 2013-02-06 1 BRUCE MAYER CPA CFP P00187180 6082744020 2011 2016-03-07 17:11:31Z MARK MEYER 612 W MAIN ST NO 105 MADISON WI 537034721 4334010 0 X WWW.FILENE.ORG X 1989 WI ANALYSIS ABOUT ISSUES AFFECTING THE FUTURE OF CONSUMER FINANCE AND CREDIT UNIONS 8 8 0 0 0 0 2904537 3496232 205006 822931 21379 14847 0 0 3130922 4334010 787313 1006299 0 0 1326929 319673 0 0 271467 466885 2170607 2581127 3496579 549795 837431 3700600 4969389 237260 669441 3463340 4299948 OUR MISSION IS TO SUPPORT RESEARCH EFFORTS THAT WILL ULTIMATELY ENHANCE THE WELL-BEING OF CONSUMERS AND ASSIST CREDIT UNIONS IN ADAPTING TO RAPIDLY CHANGING ECONOMIC, LEGAL, AND SOCIAL ENVIRONMENTS. 0 0 1996263 631732 FILENE RESEARCH INSTITUTE SEEKS OUT HIGH PRIORITY RESEARCH QUESTIONS FOR THE BENEFIT OF CONSUMERS AND THE CREDIT UNION MOVEMENT. THE INSTITUTE REGULARLY PUBLISHES REPORTS ON ITS RESEARCH FINDINGS. THE INSTITUTE ALSO SPONSORS RESEARCH COLLOQUIA ON VITAL ISSUES AFFECTING CREDIT UNIONS. ARTICLES SUMMARIZING THE RESEARCH ARE WIDELY DISTRIBUTED IN THE TRADE AND GENERAL MEDIA AND IN THE PUBLICATIONS OF CREDIT UNION NATIONAL ASSOCIATION (CUNA), CREDIT UNION EXECUTIVES SOCIETY (CUES), AND THE STATE CREDIT UNION LEAGUES. THE INSTITUTE PUBLISHED 33 PUBLICATIONS DURING THE YEAR. 583607 374567 6771 FILENE RESEARCH INSTITUTE'S I3 (IDEAS, INNOVATION, AND IMPLEMENTATION) IS A WORK GROUP OF INNOVATIVE, INSIGHTFUL, AND ENERGETIC CREDIT UNION PROFESSIONALS (EMPLOYED WITH A CREDIT UNION OR CREDIT UNION SERVICE ORGANIZATION) WHO HAVE NOT YET REACHED THE CEO LEVEL, BUT ARE IN A POSITION WITH SUBSTANTIAL RESPONSIBILITY. THIS CREATIVE GROUP REFLECTS DIVERSITY IN EXPERIENCES, CREDIT UNION POSITIONS, GEOGRAPHY, AND CREDIT UNION MEMBERSHIP. I3ERS STRIVE TO BE TRANSFORMATIONAL LEADERS IN BUILDING THE FUTURE OF CREDIT UNIONS AND TO CREATE NEW IDEAS, INNOVATE, AND IMPLEMENT FOR THE BENEFIT OF THE CREDIT UNION INDUSTRY. THE INSTITUTE PUBLISHED SEVEN BLUEPRINTS FOR INNOVATION DURING THE YEAR. 122101 816160 FILENE RESEARCH INSTITUTE HOSTS RESEARCH COLLOQUIUMS AS WELL AS RESEARCH COUNCIL AND INNOVATION MEETINGS. THESE EVENTS AFFORD LEARNING OPPORTUNITIES, PEER NETWORKING, ADMINISTRATIVE PROCEEDINGS, AND ORGANIZATIONAL DIRECTION. 2701971 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 51 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X DANIEL HOOVER 6086613744 612 W MAIN ST STE 105 MADISON WI 537034721 PATRICIA SMITH 1.00 X X 0 0 0 PAUL KUNDERT 1.00 X X 0 0 0 BILL CHENEY 1.00 X X 0 0 0 BRETT THOMPSON 1.00 X X 0 0 0 JEFF POST 1.00 X 0 0 0 RICHARD HEINS 1.00 X 0 0 0 PATSY VAN OUWERKERK 1.00 X 0 0 0 JAN ROCHE 1.00 X 0 0 0 MARK MEYER 60.00 X 307889 0 0 307889 0 0 1 0 1 0 CUNA MUTUAL GROUP 5910 MINERAL POINT RD MADISON WI 537054456 MANAGEMENT AND ADMINISTRATIVE SERVICES 1876474 1 3346232 150000 3496232 OTHER PROGRAM SERVICES 541720 816160 816160 BOOK/PUBLICATION INCOM 511130 6771 6771 822931 14847 14847 4334010 822931 0 14847 1006299 1006299 319673 235735 51619 32319 6400 3544 2856 1570800 1162027 251382 157391 157737 51869 84048 21820 27903 11161 13952 2790 55550 22220 27775 5555 155635 68479 66923 20233 164606 127847 8597 28162 1101 440 551 110 8770 3508 4385 877 9184 3674 4592 918 12921 5168 6461 1292 3496579 2701971 523141 271467 1709730 318667 1968696 3729281 28464 157450 164297 8770 0 155527 80000 22174 500000 3700600 4969389 237260 357653 311788 237260 669441 X 3273340 4214471 190000 85477 3463340 4299948 3700600 4969389 X 837431 -823 X 0 1 1 X 0 X 2178233 2128607 2389315 2904537 3496232 13096924 2178233 2128607 2389315 2904537 3496232 13096924 466065 12630859 141902 51571 27228 21379 14847 256927 13353851 1381616 0.94590 0.93130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8744 182 8562 107971 8588 99383 47582 47582 155527 DUE FROM SALE OF DEBT IN FOCUS 500000 500000 4334010 3496579 837431 -823 -823 836608 4333187 -823 -823 4334010 0 4334010 3496579 0 3496579 0 3496579 1 RESEARCH GRANTS TO SPECIFIC INDIVIDUALS 51 631732 PAYMENTS TO SPECIFIC INDIVIDUALS FOR I3 WORK GROUP PROJECTS 51 374567 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE INSTITUTE HAS A CONTRACT WITH EACH INDIVIDUAL RESEARCHER THAT RECEIVES GRANT FUNDS. EACH INDIVIDUAL RESEARCHER HAS A FILE IN THE INSTITUTE'S DATABASE AND EXPENSES ARE ENTERED IN THE RESPECTIVE FILE AS THE RESEARCH PROJECT PROGRESSES. THE GRANT RECIPIENTS ALSO PROVIDE THE INSTITUTE WITH PERIODIC PROGRESS REPORTS. X X X 0 0 0 0 0 0 0 0 0 MARK MEYER 307889 0 0 0 0 0 0 0 0 0 307889 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. THE DISTRIBUTION OF THE DRAFT RETURN AND THE VOTE TO APPROVE THE REVISED RETURN ARE BOTH CONDUCTED ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE INSTITUTE'S GOVERNING BODY EACH COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE STATEMENTS ARE REVIEWED BY THE GOVERNING BODY. A COPY OF EACH STATEMENT IS MAINTAINED BY THE INSTITUTE. THE INSTITUTE'S EMPLOYEES COMPLETE CUNA MUTUAL GROUP'S CONFLICT OF INTEREST STATEMENT ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 15 THE INSTITUTE'S GOVERNING BODY USES SEVERAL RESOURCES TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR/CEO AND THE INSTITUTE'S EMPLOYEES INCLUDING CUNA MUTUAL GROUP'S COMPENSATION EXPERTS, COMPENSATION AND BENEFITS SURVEYS FROM WATSON WYATT WORLDWIDE, RESOURCES WITHIN THE CREDIT UNION SYSTEM AND WITHIN THE ORGANIZATIONS/NETWORKS OF THE MEMBERS OF THE GOVERNING BODY, INDUSTRY DATA POINTS, AND THE GUIDESTAR NONPROFIT COMPENSATION REPORT AND OTHER INFORMATION ON NONPROFIT ORGANIZATIONS AVAILABLE THROUGH WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTE PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE GENERAL PUBLIC UPON WRITTEN REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -823.