2023-11-08T13:50:32-06:00 2022-12-31 954083485 TURNER WARREN HWANG & CONRAD ACCTCY 100 NORTH FIRST ST STE 202 BURBANK CA 91502 990 2022-01-01 850132671 CREDIT UNION ASSOCIATION OF NEW MEXICO INC CRED 5052989899 4200 WOLCOTT AVE NE ALBUQUERQUE NM 87109 MELIA HEIMBUCK PRESIDENT/CEO 5052989899 2023-11-06 1 MELIA HEIMBUCK 999009999 1 VALENTINO CREUS CPA P01054153 8189549700 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MELIA HEIMBUCK 4200 WOLCOTT AVE NE ALBUQUERQUE NM 87109 1825653 0 X WWW.CUANM.COM X 1958 NM TO HELP CREDIT UNIONS ADDRESS MEMBER NEEDS THROUGH SERVICES, PRODUCTS, EDUCATION AND ADVOCACY. 7 7 9 7 335373 0 0 0 763543 1441295 16351 16082 425969 227662 1205863 1685039 0 535 0 0 542546 706433 0 0 0 801700 887599 1344246 1594567 -138383 90472 4036985 4056847 133801 127264 3903184 3929583 TO HELP CREDIT UNIONS ADDRESS MEMBER NEEDS THROUGH SERVICES, PRODUCTS, EDUCATION AND ADVOCACY. 0 0 1528474 COMPLIANCE, MARKETING & CONSULTING SERVICES - CUANM ASSISTS CREDIT UNIONS IN SERVICING THEIR MEMBERS THROUGH THE CREATION OF PARTNERSHIPS WITH COMPANIES THAT PROVIDE SUPERIOR PRODUCTS AND SERVICES AT REASONABLE RATES. CUANM ALSO DEVELOPS STRATEGIES, COMMUNICATIONS AND PRODUCTS TO HELP CREDIT UNIONS BETTER REACH AND SERVE THEIR MEMBERS AND MARKET AREAS. CUANM HOLDS EDUCATIONAL AND TRAINING EVENTS ON A NATIONAL, REGIONAL AND LOCAL LEVEL. IN ADDITION, TRAINING SCHOOLS AND CERTIFICATION CLASSES ARE HELD REGIONALLY AS WELL AS AT INDIVIDUAL CREDIT UNIONS. SOME OF THESE CLASSES ARE CONDUCTED ELECTRONICALLY AS WEBINARS. FEES ARE CHARGED FOR ATTENDANCE; HOWEVER, SOME EVENTS ARE AT NO COST, OTHERS HAVE SCHOLARSHIP OPPORTUNITIES TO ALLOW SMALL CREDIT UNIONS TO ATTEND WITHOUT COST. CUANM PROVIDES ADVOCACY SERVICES - LEGISLATIVE AFFAIRS WORKS WITH STATE AND FEDERAL ELECTED OFFICIALS, AND REGULATORY AFFAIRS WORKS WITH STATE AND FEDERAL REGULATORY AGENCIES TO EDUCATE AND ADVOCATE ON ISSUES THAT AFFECT CREDIT UNION OPERATIONS AND TO ENSURE THAT CREDIT UNIONS' HAVE AN ENVIRONMENT THAT ALLOWS THEM TO OFFER PRODUCTS AND SERVICES TO MEET THE NEEDS OF THEIR CREDIT UNIONS MEMBERS. 1528474 0 0 0 1 0 0 0 0 0 1 0 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 1 1 1 0 0 1 20 0 1 9 1 1 1 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MELIA HEIMBUCK 5053384229 4200 WOLCOTT AVE NE ALBUQUERQUE NM 87109 KAREN GRIFFO BOARD CHAIR 2.00 X 0 0 0 JUDY CARRASCO BOARD VICE CHAIR 2.00 X 0 0 0 RON MOOREHEAD BOARD SECRETARY/TREASURER 2.00 X 0 0 0 ANDY RAMOS BOARD MEMBER 1.00 X 0 0 0 WINONA NAVA BOARD MEMBER 1.00 X 0 0 0 MATT SCHMIDT BOARD MEMBER 1.00 X 0 0 0 RICK ANDERSON BOARD MEMBER 1.00 X 0 0 0 JUAN FERNANDEZ CEBALLOS PRESIDENT/CEO (FORMER) 40.00 X 201264 0 24973 MELIA HEIMBUCK PRESIDENT/CEO 40.00 X 121680 0 19624 AMY YOUNG-VIGIL VP OF ASSOC SVC 40.00 X 116906 0 23870 439850 0 68467 3 0 1 0 0 MEMBERSHIP DUES 900099 562984 562984 NATIONAL CU CALL CENTE 611710 377656 377656 ENDORSEMENTS 541610 325522 0 325522 CONFERENCES AND SEMINA 611710 165282 165282 MARKETING AND CONSULTI 541610 9851 0 9851 1441295 11201 11201 4881 0 4881 4881 4881 214582 140614 73968 73968 ALL OTHER INCOME 900099 145273 145273 ADMIN FEES 900099 8421 8421 153694 1685039 1338465 335373 11201 535 439850 142861 28752 48857 46113 5173 24220 13092 140346 62561 4912 28792 68235 150062 47104 26210 NATIONAL CU CALL CENTER 246612 TAXES AND LICENSES 29031 MISCELLANEOUS EXPENSES 19315 TEMPORARY/CONSULTANT HE 9511 12423 1594567 2577294 2699145 110132 14974 226643 109629 58613 36327 69833 1564443 801286 803621 763157 60418 46110 324590 193346 4036985 4056847 111110 112541 22691 12863 0 1860 133801 127264 X 3897936 3929583 5248 0 3903184 3929583 4036985 4056847 90472 -64073 0 X X 0 1 X 1 0 1 0 0 215044 215044 908315 443144 465171 71750 33604 38146 45161 19758 25403 324173 304780 19393 763157 DEFERRED COMPENSATION PLAN 1860 1860 X PART X, LINE 2: THE ASSOCIATION QUALIFIES FOR AND HAS RECEIVED EXEMPTION AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC). CU SERVICES DID NOT HAVE ANY UNRELATED BUSINESS TAXABLE INCOME AFTER ALLOCATED EXPENSES FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. CUANM IS NOT CURRENTLY UNDER AUDIT NOR HAS CUANM BEEN CONTACTED BY ANY JURISDICTION. MANAGEMENT BELIEVES THAT THE ACTIVITIES OF THE ASSOCIATION ARE WITHIN ITS TAX-EXEMPT PURPOSE AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS. X X X X 0 1 0 JUAN FERNANDEZ CEBALLOS PRESIDENT/CEO (FORMER) 181443 0 18000 0 1821 0 16477 0 8496 0 226237 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 CUANM IS COMPRISED OF 35 MEMBER CREDIT UNIONS (FULL VOTING AND MEMBERSHIP PRIVILEGES) THROUGHOUT THE STATE OF NEW MEXICO. THERE ARE ALSO THREE ASSOCIATE MEMBER CREDIT UNIONS. FORM 990, PART VI, SECTION A, LINE 7A CUANM'S FULL MEMBERS ELECT A BOARD DIRECTOR FOR THEIR RESPECTIVE CLASS OF CREDIT UNION MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE CUANM'S PRESIDENT AND BOARD TREASURER REVIEW THE IRS FORM 990 IN DETAIL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S POLICIES STRICTLY PROHIBIT ANY TRANSACTIONS THAT MAY REPRESENT A CONFLICT OF INTEREST. OFFICERS AND DIRECTORS MUST DISCLOSE ANY INTEREST THAT COULD GIVE RISE TO A CONFLICT PRIOR TO ENGAGEMENT IN ANY CONFLICT SITUATION. COMPLIANCE IS MONITORED CONTINUOUSLY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE PRESIDENT IS DETERMINED ANNUALLY BY PERFORMANCE EVALUATION WITH THE CHAIRMAN OF THE BOARD OF DIRECTORS. A NATIONAL STUDY OF LIKE ORGANIZATIONS' COMPENSATION IS OBTAINED AND UTILIZED IN THE PROCESS. ALL SALARY INCREASES ARE DOCUMENTED AS APPROVED ON THE EVALUATION AND ALSO ON APPROVAL FORMS FOR SUBMISSION TO THE PAYROLL PROCESSING FUNCTION. OFFICERS AND KEY EMPLOYEES ARE EVALUATED BY THE PRESIDENT ANNUALLY, WITH INCREASES APPROVED VIA THE DETAIL BUDGET BY THE BOARD OF DIRECTORS. AS NEEDED, COMPARABILITY DATA OF LIKE ORGANIZATIONS' COMPENSATION IS OBTAINED AND MADE PART OF THE DECISION. ALL EVALUATIONS AND SALARY APPROVALS ARE DOCUMENTED CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION C, LINE 19 CUANM MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S HEADQUARTERS. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD AS A WHOLE, OVERSEE THE AUDIT PROCESS AND AUDITOR SELECTION; THERE IS NO SEPARATE AUDIT COMMITTEE. THIS PROCESS HAS NOT CHANGED FORM PRIOR YEAR. 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