2012-08-15T08:38:01-05:00 2011-12-31 521446779 JOHNSON LAMBERT LLP 700 SPRING FOREST ROAD STE 115 RALEIGH NC 27609 990 2011-01-01 237065623 CREDIT UNION NATIONAL ASSOCIATION INC CRED 8003569655 5710 MINERAL POINT RD MADISON WI 53705 BRIAN NELSON 8003569655 2012-08-10 1 9197196400 2011 2016-02-24 21:20:13Z WILLIAM CHENEY 5710 MINERAL POINT RD MADISON WI 53705 54755035 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 SERVICE DEVELOPMENT SUPPORT FOR THE CREDIT UNION SYSTEM. 24 24 270 50 1384518 0 0 0 42927078 41992136 824182 615760 8659546 7618099 52410806 50225995 0 0 0 0 27978205 27535092 0 0 0 22161797 20806224 50140002 48341316 2270804 1884679 25831865 26997312 14230757 14978108 11601108 12019204 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 SERVICE 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 1 352 0 1 270 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 8003569655 5710 MINERAL POINT ROAD MADISON WI 53705 HARRIET MAY 9.00 X 0 0 0 MICHAEL J MERCER 5.00 X 0 0 0 PATRICIA WESENBERG 5.00 X 0 0 0 DENNIS E PIERCE 5.00 X 0 0 0 SUSAN STREIFEL 4.00 X 0 0 0 STEVE BEHLER 4.00 X 0 0 0 ROBERT M CASHMAN 4.00 X 0 0 0 PETE DZURIS 4.00 X 0 0 0 EUGENE J FOLEY 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 PATRICK JURY 4.00 X 0 0 0 SANDY LINGERFELT 4.00 X 0 0 0 WENDELL 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 SMITH 4.00 X 0 0 0 RODNEY STAATZ 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 913184 0 216467 RICHARD MCBRIDE 40.00 X 441681 0 28220 ERIC RICHARD 40.00 X 415636 0 48279 JOHN FRANKLIN 40.00 X 381329 0 47058 SUSAN NEWTON 40.00 X 353795 0 34666 JOHN MAGILL 40.00 X 368161 0 27114 WILLIAM HAMPEL 40.00 X 329382 0 48206 RICHARD GOSE 40.00 X 273514 0 47024 JOANNE DUNCAN 40.00 X 250989 0 47189 MARK WOLFF 40.00 X 245187 0 48007 MARY DUNN 40.00 X 233155 0 41700 4206013 0 633930 67 0 1 0 SUMTOTAL SYSTEMS INC 2850 NW 43RD STREET STE 105 GAINESVILLE FL 32066 IT SERVICES 641247 AMERICAN PRINTING COMPANY INC 2929 SYENE RD MADISON WI 53713 PRINTING SERVICES 473952 HARGROVE INC 1 HARGROVE DR LANHAM MD 20706 LIVE EVENT 468293 CENTERPLATE 801 MOUNT VERNON PL NW WASHINGTON DC 20001 LIVE EVENT 466293 BRIGHT KEY INC 9050 JUNCTION DR ANNAPOLIS MD 20701 IT SERVICES 404075 44 MEMBER DUES 900099 23738822 23738822 ASSOCIATION SERVICES 900099 10135189 10135189 GOVERNMENT AFFAIRS CON 900099 3921454 3921454 BUSINESS/COMSUMER PUBL 511120 3345992 3345992 OTHER PROGRAMS REVENUE 900099 850679 850679 41992136 563440 563440 3906948 3854628 52320 52320 52320 3426254 674412 2751842 2751842 REIMBURSEMENTS FROM AF 511120 3481739 3481739 ADVERTISING 541800 1384518 1384518 4866257 50225995 44304263 1384518 4537214 3279588 18178534 1785955 2847736 1443279 447264 92061 110008 2220703 1163578 1239267 705051 2864789 1500978 6990715 1678929 822251 COMMISSIONS 405211 STAFF TRAINING 57939 507480 48341316 3195406 3978516 1121190 731212 133628 111126 1168851 1362942 9183390 7830823 1426236 1352567 15573859 15881349 2159353 2354512 1053342 1225088 25831865 26997312 3567214 3203667 6182432 6240459 4481111 5533982 14230757 14978108 X 11601108 12019204 11601108 12019204 25831865 26997312 X 1884679 -1466583 X 0 1 1 X 0 741334 1 0 0 ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: PART I-A, LINE 1: ADMINSTRACTIVE EXPENSES FOR A CONNECTED FEDERAL PAC. 675509 579794 95715 8507881 7251029 1256852 1352567 INVESTMENT IN CSS 2291512 F INVESTMENT IN CUSC 13000 C INVESTMENT IN MTC 50000 C 2354512 DEFERRED COMPENSATION 2759644 DEFERRED RENT 388908 AFFILIATE PAYABLES 356787 ACCRUED PENSION 2028643 5533982 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MANAGEMENT HAS CONCLUDED THAT CUNA HAS PROPERLY MAINTAINED THEIR EXEMPT STATUS. IN ADDITION, ALL REVENUE WITHIN THE STATEMENT OF ACTIVITIES HAS BEEN PROPERLY IDENTIFIED AS EITHER EXEMPT OR UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2011 AND 2010, AND THERE ARE NO UNCERTAIN TAX POSITIONS THROUGH DECEMBER 31, 2011. X 1 1 X X X X X 0 1 0 O WILLIAM CHENEY 695380 0 177675 0 40129 0 195511 0 20956 0 1129651 0 0 0 RICHARD MCBRIDE 380722 0 28000 0 32959 0 27014 0 1206 0 469901 0 0 0 ERIC RICHARD 330433 0 60200 0 25003 0 27112 0 21167 0 463915 0 0 0 JOHN FRANKLIN 316223 0 32850 0 32256 0 27065 0 19993 0 428387 0 0 0 SUSAN NEWTON 285904 0 56800 0 11091 0 27110 0 7556 0 388461 0 0 0 JOHN MAGILL 290408 0 57400 0 20353 0 26903 0 211 0 395275 0 0 0 WILLIAM HAMPEL 289113 0 21400 0 18869 0 27039 0 21167 0 377588 0 0 0 RICHARD GOSE 227589 0 44300 0 1625 0 26068 0 20956 0 320538 0 0 0 JOANNE DUNCAN 188082 0 33750 0 29157 0 27980 0 19209 0 298178 0 0 0 MARK WOLFF 203119 0 36750 0 5318 0 26840 0 21167 0 293194 0 0 0 MARY DUNN 211474 0 16200 0 5481 0 24098 0 17602 0 274855 0 0 0 PART I, LINE 1A TRAVEL FOR COMPANIONS IS AVAIABLE TO ALL MEMBERS OF SENIOR MANAGEMENT. IN 2011, 1 INDIVIDUAL RECEIVED THIS BENEFIT. IT WAS TAXABLE TO THE RECIPIENT. PART I, LINE 4B PART I, LINE 4B: WILLIAM CHENEY DEFERRED COMPENSATION (CUNA) 69,000 DEFERRED COMPENSATION (CSS) 103,500 DANIEL L MICA FORMER OFFICER 180000 CONSULTING AGREEMENT 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 HR 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 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -215,656. EQUITY INCOME IN CSS 195,158. CUMULATIVE EFFECT OF FASB NO. 158 -1,446,085. TOTAL TO FORM 990, PART XI, LINE 5: -1,466,583. CUNA STRATEGIC SERVICES INC 5710 MINERAL POINT ROAD MADISON WI 53705 391979912 PRODUCTS & SERVICES PROVIDER FOR CREDIT UNIONS WI N/A C 2725984 3671012 0.51580 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 CUNA STRATEGIC SERVICES M 88600 FMV CUNA STRATEGIC SERVICES N 1127591 FMV CUNA STRATEGIC SERVICES P 1571135 FMV