2013-08-14T16:37:32-05:00 2012-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2012-01-01 237065623 CREDIT UNION NATIONAL ASSOCIATION INC CRED 8003569655 5710 MINERAL POINT ROAD MADISON WI 53705 BRIAN NELSON 8003569655 2013-08-14 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2013-08-05 2012 2016-02-25 16:41:14Z WILLIAM CHENEY 5710 MINERAL POINT ROAD MADISON WI 53705 60330551 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 1641936 0 0 0 41992136 44440442 615760 729563 7618099 8589418 50225995 53759423 0 0 0 0 27535092 28394467 0 0 0 20806224 23307747 48341316 51702214 1884679 2057209 26997312 31349738 14978108 17681574 12019204 13668164 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 - PORVIDES 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 1 453 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 9.00 X 0 0 0 PATRICIA WESENBERG 5.00 X 0 0 0 DENNIS E PIERCE 5.00 X 0 0 0 SUSAN STREIFEL 5.00 X 0 0 0 ROD STAATZ 4.00 X 0 0 0 STEPHEN G BEHLER 4.00 X 0 0 0 TONY C BUDET 4.00 X 0 0 0 ROBERT M CASHMAN 4.00 X 0 0 0 PETE DZURIS 4.00 X 0 0 0 LAIDA E GARCIA 4.00 X 0 0 0 PAUL GENTILE 4.00 X 0 0 0 JOHN A GRAHAM 4.00 X 0 0 0 ROGER HEACOCK 4.00 X 0 0 0 PAUL HUGHES 4.00 X 0 0 0 PATRICK S JURY 4.00 X 0 0 0 MICHAEL L'ECUYER 4.00 X 0 0 0 WENDELL W LYONS 4.00 X 0 0 0 MARLA S MARSH 4.00 X 0 0 0 BRETT MARTINEZ 4.00 X 0 0 0 WINONA NAVA 4.00 X 0 0 0 MAURICE R SMITH 4.00 X 0 0 0 DENNIS K TANIMOTO 4.00 X 0 0 0 EDWIN L WILLIAMS 4.00 X 0 0 0 JEFF YORK 4.00 X 0 0 0 O WILLIAM CHENEY 40.00 X 1149883 0 187757 ERIC RICHARD 40.00 X 449812 0 45557 JOHN FRANKLIN 40.00 X 401883 0 48712 SUSAN NEWTON 40.00 X 392009 0 33771 JOHN MAGILL 40.00 X 404303 0 27711 WILLIAM HAMPEL 40.00 X 347110 0 44906 RICHARD GOSE 40.00 X 288198 0 45579 MARK WOLFF 40.00 X 256628 0 45828 MARY DUNN 40.00 X 252480 0 40357 RYAN DONOVAN 40.00 X 228017 0 42206 4170323 0 562384 70 0 1 0 GREENER AND HOOK 2101 WILSON BLVD STE 402 ARLINGTON VA 22201 COMMUNICATION SERVICES 946992 VOLUME SERVICES AMERICA 801 MOUNT VERNON PLACE NW WASHINGTON DC 20001 LIVE EVENT SERVICES 777182 BADGER GRAPHIC SYSTEMS 1155 WILBURN RD SUN PRAIRIE WI 53590 PRINTING SERVICES 270841 MARRIOTT INTERNATIONAL INC PO BOX 402751 ATLANTA GA 30384 HOTEL SERVICES 259992 MB REDEVELOPMENT INC 1601 COLLINS AVENUE MIAMI BEACH FL 33139 HOTEL SERVICES 214956 24 MEMBERSHIP DUES 900099 24399614 24399614 ASSOCIATION SERVICES 900099 10986342 10986342 GOVERNMENT AFFAIRS CONFERENCE 900099 4402015 4402015 BUSINESS/CONSUMER PUBLISHING 511120 2953398 2953398 1699073 1699073 44440442 713365 713365 167801 167801 6100628 6084423 7 16205 -7 16198 16198 3124388 486698 2637690 2637690 REIMBURSEMENTS FROM AFFILIATES 511120 4309792 4309792 ADVERTISING 541800 1474135 1474135 5783927 53759423 51387924 1641936 729563 3141398 18886090 1914926 2891586 1560467 271304 99193 114654 2200546 1025652 1240659 903884 2811321 1755348 9288807 1677601 784300 COMMISSIONS 466516 STAFF TRAINING 109384 558578 51702214 702717 3978516 5840112 731212 529565 111126 114956 1362942 1675638 9733433 8291435 1352567 1441998 15881349 17309256 2354512 2553702 1225088 1181794 26997312 31349738 3203667 4417159 6240459 6531380 5533982 6733035 14978108 17681574 X 12019204 13577461 0 90703 12019204 13668164 26997312 31349738 X 2057209 777159 -1185408 X 0 1 X 1 0 957132 1 0 0 ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: PART I-A, LINE 1: ADMINISTRATIVE EXPENSES FOR A CONNECTED FEDERAL PAC - 738,582 PARTISAN COMMUNICATIONS AND POLLING EXPENSES - 218,550 675509 662745 12764 9057924 7628690 1429234 1441998 INVESTMENT IN CSS 2490702 F INVESTMENT IN CUSC 13000 C INVESTMENT IN MTC 50000 C 2553702 DEFERRED COMPENSATION 2989620 AFFILIATE PAYABLES 544748 ACCRUED PENSION 3198667 6733035 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2012 AND 2011, AND THERE ARE NO UNCERTAIN TAX POSITIONS THROUGH DECEMBER 31, 2012. X 1 1 X X X X X 0 1 0 O WILLIAM CHENEY 732021 0 183005 0 234857 0 169640 0 18117 0 1337640 0 0 0 ERIC RICHARD 370253 0 68323 0 11236 0 27229 0 18328 0 495369 0 0 0 JOHN FRANKLIN 354256 0 40633 0 6994 0 27500 0 21212 0 450595 0 0 0 SUSAN NEWTON 321429 0 63929 0 6651 0 27229 0 6542 0 425780 0 0 0 JOHN MAGILL 329297 0 64637 0 10369 0 27500 0 211 0 432014 0 0 0 WILLIAM HAMPEL 314327 0 28289 0 4494 0 26578 0 18328 0 392016 0 0 0 RICHARD GOSE 249251 0 49933 0 -10986 0 27251 0 18328 0 333777 0 0 0 MARK WOLFF 228274 0 41795 0 -13441 0 27500 0 18328 0 302456 0 0 0 MARY DUNN 239094 0 21518 0 -8132 0 25083 0 15274 0 292837 0 0 0 RYAN DONOVAN 227215 0 20449 0 -19647 0 23878 0 18328 0 270223 0 0 0 PART I, LINE 1B TRAVEL FOR COMPANIONS IS AVAILABLE TO ALL MEMBERS OF SENIOR MANAGEMENT. THIS BENEFIT IS TAXABLE TO THE RECIPIENT IN THE YEAR THE BENEFIT IS RECEIVED. PART I, LINE 4B WILLIAM CHENEY DEFERRED COMPENSATION (CUNA) 142,140 DEFERRED COMPENSATION (CSS) 213,210 DANIEL L MICA FORMER OFFICER 180000 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: EQUITY INCOME IN CSS 199,191. CUMULATIVE EFFECT OF FASB NO. 158 -1,384,599. CUNA STRATEGIC SERVICES INC 5710 MINERAL POINT ROAD MADISON WI 53705 391979912 PRODUCTS & SERVICES PROVIDER FOR CREDIT UNIONS WI N/A C 496873 3859573 0.51580 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 CUNA STRATEGIC SERVICES N 86000 FMV CUNA STRATEGIC SERVICES O 1231905 FMV CUNA STRATEGIC SERVICES P 1604095 FMV