2011-05-13T14:57:15-05:00 2010-12-31 JOHNSON LAMBERT & CO LLP 700 SPRING FOREST ROAD STE 115 RALEIGH NC 27609 990 2010-01-01 237065623 CREDIT UNION NATIONAL ASSOCIATION INC CRED 6082314000 PO BOX 431 MADISON WI 53701 JOANNE DUNCAN 6082314000 2011-05-13 1 9197196400 2010 2016-02-24 21:20:13Z WILLIAM CHENEY PO BOX 431 MADISON WI 53701 54181590 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 24 259 50 1335304 0 0 0 46424519 42927078 1147171 824182 3801033 8659546 51372723 52410806 0 0 0 0 27543040 27978205 0 0 0 22895897 22161797 50438937 50140002 933786 2270804 24296165 25831865 14853113 14230757 9443052 11601108 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 0 0 0 0 0 0 0 0 1 1 1 0 1 314 0 1 259 1 1 1 0 0 0 0 0 X 24 24 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BRIAN NELSON 6082314000 5710 MINERAL POINT ROAD MADISON WI 53705 KRIS J MECHAM 9.00 X 0 0 0 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 JOSEPH G BERGERON 4.00 X 0 0 0 ROBERT M CASHMAN 4.00 X 0 0 0 MARY CUNNINGHAM 4.00 X 0 0 0 STEVEN L DAHLSTROM 4.00 X 0 0 0 TOM R DORETY 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 JOHN A GRAHAM 4.00 X 0 0 0 ROGER HEACOCK 4.00 X 0 0 0 WILLIAM A HERRING 4.00 X 0 0 0 PATRICK JURY 4.00 X 0 0 0 SANDY LINGERFELT 4.00 X 0 0 0 MARLA S MARSH 4.00 X 0 0 0 PAUL MERCER 4.00 X 0 0 0 WINONA NAVA 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 DANIEL A MICA 40.00 X 1640749 0 35559 O WILLIAM CHENEY 40.00 X 532937 0 27227 RICHARD MCBRIDE 40.00 X 460599 0 20777 ERIC RICHARD 40.00 X 390953 0 38772 JOHN FRANKLIN 40.00 X 385812 0 35030 WILLIAM HAMPEL 40.00 X 346215 0 38772 JOHN MAGILL 40.00 X 336037 0 19811 SUSAN NEWTON 40.00 X 326149 0 26444 RICHARD GOSE 40.00 X 256603 0 35097 JOANNE DUNCAN 40.00 X 247544 0 38561 MARK WOLFF 40.00 X 240732 0 33872 5164330 0 349922 58 0 1 0 MGM GRAND HOTEL LLC FILE 50115 LOS ANGELES CA 90007 LIVE EVENT 982682 CENTERPLATE 801 MOUNT VERNON PL NW WASHINGTON DC 20001 LIVE EVENT 827938 GREENER AND HOOK 2101 WILSON BLVD STE 402 ARLINGTON VA 22201 POLITICAL CONSULTING 507315 CAESAR'S PALACE PO BOX 17010 LAS VEGAS NV 89114 LIVE EVENT 366437 WESTIN COPLEY 10 HUNTINGTON AVE BOSTON MA 02116 LIVE EVENT 274675 17 MEMBER DUES 900099 23372047 23372047 ASSOCIATION SERVICES 900099 11339033 11339033 GOVERNMENT AFFAIRS CON 900099 3828090 3828090 BUSINESS/COMSUMER PUBL 511120 3483085 3483085 OTHER PROGRAMS REVENUE 900099 904823 904823 42927078 800411 800411 1010673 986902 23771 23771 23771 4076310 783882 3292428 3292428 REIMBURSEMENTS FROM AF 511120 4031814 4031814 ADVERTISING 541800 1335304 1335304 5367118 52410806 46423230 1335304 4652272 3953402 18885481 818688 2870892 1449742 347934 112736 102216 2001023 1016737 1403942 387976 2995161 1343309 8531964 1682371 819779 OTHER EXPENSES 750026 COMMISSIONS 573252 STAFF TRAINING 93371 50140002 1773148 3195406 1091729 1121190 216772 133628 1327199 1168851 8484480 7058244 1801370 1426236 14156879 15573859 2064690 2159353 1864378 1053342 24296165 25831865 3656929 3567214 6684544 6182432 4511640 4481111 14853113 14230757 X 9443052 11601108 9443052 11601108 24296165 25831865 X 2270804 -112748 X 0 1 1 X 0 905848 0 0 0 1 0 0 ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: PART I-A, LINE 1: ADMINSTRACTIVE EXPENSES FOR A CONNECTED FEDERAL PAC AND EXPENSES RELATED TO "PARTISAN COMMUNICATIONS" EXEMPT FROM THE DEFINITION OF "CONTRIBUTION" AND "EXPENDITURE" UNDER THE FEDERAL ELECTION CAMPAIGN ACT OF 1971, AS AMENDED. 657524 476181 181343 7826956 6582063 1244893 1426236 INVESTMENT IN CSS 2096353 F INVESTMENT IN CUSC 13000 C INVESTMENT IN MTC 50000 C 2159353 DEFERRED COMPENSATION 2636667 DEFERRED RENT 716077 AFFILIATE PAYABLES 460249 ACCRUED PENSION 668118 4481111 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 CLASSIFIED AS EITHER EXEMPT OR UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2010 AND 2009, AND THERE ARE NO UNCERTAIN TAX POSITIONS THROUGH DECEMBER 31, 2010. X X X 1 1 X X X X X 0 1 0 DANIEL A MICA 805694 0 205424 0 629631 0 19600 0 15959 0 1676308 0 0 0 O WILLIAM CHENEY 333305 0 150000 0 49632 0 17640 0 9587 0 560164 0 0 0 RICHARD MCBRIDE 371522 0 62327 0 26750 0 19600 0 1177 0 481376 0 0 0 ERIC RICHARD 316970 0 52509 0 21474 0 19600 0 19172 0 429725 0 0 0 JOHN FRANKLIN 311813 0 51700 0 22299 0 19600 0 15430 0 420842 0 0 0 WILLIAM HAMPEL 283426 0 49729 0 13060 0 19600 0 19172 0 384987 0 0 0 JOHN MAGILL 281960 0 49802 0 4275 0 19600 0 211 0 355848 0 0 0 SUSAN NEWTON 267785 0 49086 0 9278 0 19600 0 6844 0 352593 0 0 0 RICHARD GOSE 220753 0 33900 0 1950 0 15925 0 19172 0 291700 0 0 0 JOANNE DUNCAN 207191 0 38244 0 2109 0 19600 0 18961 0 286105 0 0 0 MARK WOLFF 197426 0 38678 0 4628 0 14700 0 19172 0 274604 0 0 0 PART I, LINE 1A TRAVEL FOR COMPANIONS IS AVAIABLE TO ALL MEMBERS OF SENIOR MANAGEMENT. IN 2010, 2 INDIVIDUALS RECEIVED THIS BENEFIT. IT WAS TAXABLE TO ALL THOSE WHO RECEIVED IT. HEALTH/SOCIAL CLUB DUES AND PERSONAL SERVICES WERE AVAIALBLE TO AND RECEIVED BY THE PRESIDENT/CEO. SOCIAL CLUB DUES AND SOME PERSONAL SERVICES WERE TAXABLE TO THE RECIPIENT. OTHER PERSONAL SERVICES WERE NONTAXABLE TO THE RECIPIENT. PART I, LINE 4A PART I, LINE 4B: DANIEL A. MICA, 457(F) PLAN, $498,603 FORM 990, PART VI, SECTION A, LINE 2 TWO MEMBERS OF THE CUNA BOARD, PAUL MERCER AND MICHAEL MERCER, ARE BROTHERS. 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 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. FOR THE CEO, HR AND THE COMPENSATION REVIEW COMMITTEE CONDUCT COMPARABLE COMPENSATION REVIEWS ANNUALLY TO DETERMINE COMPENSATION FOR THE CEO. 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 GAINS ON INVESTMENTS: 620,186. EQUITY INCOME IN CSS 94,663. CUMULATIVE EFFECT OF FASB NO. 158 -827,597. TOTAL TO FORM 990, PART XI, LINE 5: -112,748. CUNA STRATEGIC SERVICES INC 5710 MINERAL POINT ROAD MADISON WI 53705 391979912 PRODUCTS & SERVICES PROVIDER FOR CREDIT UNIONS WI N/A C 2358826 4397710 0.51580 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 CUNA STRATEGIC SERVICES M 86000 FMV CUNA STRATEGIC SERVICES N 1058999 FMV CUNA STRATEGIC SERVICES P 1755257 FMV