2023-09-27T19:21:49-05:00 2022-12-31 954083485 TURNER WARREN HWANG & CONRAD ACCTCY 100 NORTH FIRST ST STE 202 BURBANK CA 91502 990 2022-01-01 474430428 HEARTLAND CREDIT UNION ASSOCIATION HEAR 8004425762 6801 PARKWOOD BLVD 300 PLANO TX 75024 LISA ALTHOFF SIMMONS INTERIM CEO 8004425762 2023-09-22 1 LISA ALTHOFF SIMMONS 999009999 1 X VALENTINO CREUS CPA P01054153 8189549700 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X LISA ALTHOFF-SIMMONS 6801 PARKWOOD BLVD 300 PLANO TX 75024 4192078 0 X CORNERSTONELEAGUE.COOP X 2016 MO TO ENHANCE THE ABILITY OF CREDIT UNIONS TO SUCCESSFULLY MEET THE NEEDS OF THEIR MEMBERS. X 10 10 22 8 -3009 0 0 0 3715119 4094386 291504 99201 -825 -1509 4005798 4192078 0 0 0 0 2331871 2813678 0 0 0 1155924 1793065 3487795 4606743 518003 -414665 10336481 0 1200730 0 9135751 0 X VOLUNTARY, COOPERATIVE, NON-PROFIT LEAGUE OF CREDIT UNIONS FOR THE PURPOSE OF PROVIDING EDUCATIONAL SERVICES AND PUBLICATIONS TO MEMBER CREDIT UNIONS. 0 1 MEETINGS, PUBLICATIONS, EDUCATIONAL SEMINARS FOR MEMBERS TO FURTHER THE EDUCATION AND UNDERSTANDING OF CREDIT UNIONS. 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 X 25 0 1 22 1 0 0 0 0 0 0 0 0 X 10 10 0 0 1 0 1 0 0 1 1 0 1 1 0 1 1 1 1 1 0 0 0 X LAUREN LAY CONTROLLER AT PLEXCITY 9092126028 2100 E ROUTE 66 SUITE 101 GLENDORA CA 91740 JAMES NASTARS CHAIR 1.00 X X 0 0 0 RICK NICHOLS VICE CHAIR 1.00 X X 0 0 0 BRENDA KLIEWER SECRETARY/TREASURER 1.00 X X 0 0 0 JAY NEATHERY DIRECTOR 1.00 X 0 0 0 JUDY HADSALL DIRECTOR 1.00 X 0 0 0 JASON PEACH DIRECTOR 1.00 X 0 0 0 BOB MCKAY DIRECTOR 1.00 X 0 0 0 STACY MONTGOMERY DIRECTOR 1.00 X 0 0 0 DOUG CHEATUM DIRECTOR 1.00 X 0 0 0 BOB MAYES DIRECTOR 1.00 X 0 0 0 BRAD DOUGLAS PRESIDENT & CEO 24.00 16.00 X 0 487398 25074 LISA ALTHOFF-SIMMONS INTERIM CEO 32.00 2.00 X 0 280418 38549 AMY MCLARD EXC. DIRECTOR OF LEGAL AFFAIRS 40.00 0.00 X 0 192315 41469 SUSAN DYER VICE PRESIDENT OF ENGAGEMENT 34.00 2.00 X 0 173178 20543 ANDREA ROBINSON EXECUTIVE DIRECTOR - HCUCF 40.00 6.00 X 0 145554 24097 BELINDA MUCK DIRECTOR OF FINANCE 20.00 20.00 X 0 141147 20396 MARK HOHENSTEIN DIRECTOR OF BUSINESS RELATIONS 0.00 40.00 X 0 108887 22329 IAN DUNLAP EXECUTIVE DIRECTOR 40.00 0.00 X 0 108054 11604 PAT BEHNEN EXECUTIVE DIRECTOR 24.00 16.00 X 0 105404 12186 TIMOTHY LOVELESS REGIONAL DIRECTOR 20.00 20.00 X 0 190987 26063 0 1933342 242310 0 1 1 0 PLEXCITY 2100 E ROUTE 66 SUITE 101 GLENDORA CA 91740 ACCOUNTING 155356 1 MEMBERSHIP FEES 611430 3355739 3355739 MEMBERSHIP PROGRAMS 611430 738647 738647 4094386 99201 99201 OTHER INCOME 611430 1500 1500 PARTNERSHIP LOSS 900009 -3009 -3009 -1509 4192078 4095886 -3009 99201 1933340 460922 63182 180847 175387 126599 24741 170060 28481 380499 595 68408 99933 69711 54954 MEMBER PROGRAMS 558017 RECOVERY FROM SFS 163117 BOARD AND COMMITTEES 22934 CUPAC ADMINISTRATION FU 10841 14175 4606743 2274309 0 1669886 0 0 401168 0 0 0 0 0 112195 0 0 575275 0 4541136 0 762512 0 0 0 0 10336481 0 408702 0 437090 0 354938 0 1200730 0 X 0 0 0 0 9135751 0 9135751 0 10336481 0 X -414665 610968 -9332054 X X 0 1 X 1 0 170060 1 0 0 PART I-A, LINE 1: THE ORGANIZATION IS NOT INVOLVED IN ANY DIRECT POLITICAL CAMPAIGN ACTIVITY. THE ORGANIZATION'S ONLY INDIRECT POLITICAL CAMPAIGN ACTIVITY IS THE PAYMENT OF GRASSROOT LOBBYING FEES IN SUPPORT OF CREDIT UNION ISSUES. 1 1 0 BRAD DOUGLAS PRESIDENT & CEO 0 0 0 35476 0 451922 0 13333 0 11741 0 512472 0 0 LISA ALTHOFF-SIMMONS INTERIM CEO 0 224418 0 56000 0 0 0 8776 0 29773 0 318967 0 0 AMY MCLARD EXC. DIRECTOR OF LEGAL AFFAIRS 0 182929 0 9386 0 0 0 12563 0 28906 0 233784 0 0 SUSAN DYER VICE PRESIDENT OF ENGAGEMENT 0 164078 0 9100 0 0 0 9557 0 10986 0 193721 0 0 ANDREA ROBINSON EXECUTIVE DIRECTOR - HCUCF 0 136547 0 9007 0 0 0 11993 0 12104 0 169651 0 0 BELINDA MUCK DIRECTOR OF FINANCE 0 133096 0 8051 0 0 0 9292 0 11104 0 161543 0 0 TIMOTHY LOVELESS REGIONAL DIRECTOR 0 171865 0 19122 0 0 0 13130 0 12933 0 217050 0 0 PART I, LINES 4A-B THE ORGANIZATION ADOPTED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) ON MARCH 28, 2019 TO PROVIDE SUPPLEMENTAL RETIREMENT BENEFITS TO TWO OF THE EXECUTIVES. BRAD DOUGLAS RECEIVED A SEVERANCE PAYMENT. SAVINGS AND TEMPORARY INVESTMENTS 2023-01-01 3227515 FAIR MARKET VALUE 750603700 CORNERSTONE CREDIT UNION LEAGUE 6801 PARKWOOD BLVD STE 300 PLANO TX 75024 501(C)(6) RECEIVABLES 2023-01-01 652919 FAIR MARKET VALUE 750603700 CORNERSTONE CREDIT UNION LEAGUE 6801 PARKWOOD BLVD STE 300 PLANO TX 75024 501(C)(6) PREPAID EXPENSES 2023-01-01 57653 FAIR MARKET VALUE 750603700 CORNERSTONE CREDIT UNION LEAGUE 6801 PARKWOOD BLVD STE 300 PLANO TX 75024 501(C)(6) FIXED ASSETS (NET OF DEPRECIATION) 2023-01-01 542246 FAIR MARKET VALUE 750603700 CORNERSTONE CREDIT UNION LEAGUE 6801 PARKWOOD BLVD STE 300 PLANO TX 75024 501(C)(6) INVESTMENTS ON PUBLICLY TRADED SECURITIES 2023-01-01 4333034 FAIR MARKET VALUE 750603700 CORNERSTONE CREDIT UNION LEAGUE 6801 PARKWOOD BLVD STE 300 PLANO TX 75024 501(C)(6) OTHER INVESTMENTS 2023-01-01 611134 FAIR MARKET VALUE 750603700 CORNERSTONE CREDIT UNION LEAGUE 6801 PARKWOOD BLVD STE 300 PLANO TX 75024 501(C)(6) 1 1 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: BOARD MEMBERS: BRENDA KLIEWER, JAY NEATHERY, RICK NICHOLS, BOB MCKEY, BOB MAYES, JUDY HADSALL. PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: THE BOARD MEMBERS LISTED ABOVE ALL BECAME BOARD MEMBERS OF CORNERSTONE CREDIT UNION LEAGUEALL EMPLOYEES FROM THE RELATED CORPORATION BECAME EMPLOYEES OF CORNERSTONE CREDIT UNION LEAGUE EFFECTIVE JANUARY 1, 2023. FORM 990, PART III, LINE 3 EFFECTIVE JANUARY 1, 2023, THE ORGANIZATION WAS MERGED INTO CORNERSTONE CREDIT UNION LEAGUE WITH CORNERSTONE BEING THE SURVIVING ORGANIZATION. FORM 990, PART V, LINE 2A THE ORGANIZATION'S EMPLOYEES ARE PAID THROUGH ITS SUBSIDARY (SFS), SHARED FINANCIAL SOLUTIONS, INC. (FEIN: 47-5418967). SFS IS THE COMMON PAYMASTER FOR BOTH CORPORATIONS. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE JANUARY 1, 2023, THE ORGANIZATION WAS MERGED INTO CORNERSTONE CREDIT UNION LEAGUE WITH CORNERSTONE BEING THE SURVIVING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS ELIGIBLE TO CREDIT UNIONS IN MISSOURI AND KANSAS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE OUTSOURCED ACCOUNTANTS AND SHARED WITH THE SENIOR LEADERSHIP TEAM AND THE AUDIT COMMITTEE. THE AUDIT COMMITTEE DISCUSSES THE REPORT AT THE NEXT BOARD MEETING AFTER RECEIPT. FORM 990, PART VI, SECTION B, LINE 12C POLICIES ARE UPDATED AND DISTRIBUTED TO BOARD MEMBERS ANNUALLY FOR ADOPTION. FORM 990, PART VI, SECTION B, LINE 15 ALL EMPLOYEES, REGARDLESS OF POSITION, ARE REVIEWED BY THEIR DIRECT SUPERVISOR ON AN ANNUAL BASIS. REVIEWS ARE REVIEWED AND APPROVED BY THE NEXT LEVEL OF MANAGEMENT AND BY HR. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: NET ASSETS TRANSFERRED DUE TO MERGER -9,332,054. FORM 990, PART XII, LINE 2C RFP PROCESS PERFORMED EVERY THREE YEARS. FINANCE COMMITTEE PROVIDES OVERSIGHT FOR MONTHLY FINANCIAL STATEMENTS, AND REVIEW OF THE AUDIT AND TAX RETURNS. THERE WAS NO CHANGE IN THE OVERSIGHT OR SELECTION PROCESS DURING THE YEAR. HEARLAND CREDIT UNION CHARITABLE FOUNDATION 2043 WOODLAND PARKWAY SUITE 200 ST LOUIS MO 63146 431896922 PROMOTE CREDIT UNION DEVELOPMENT THROUGHTOUT MISSOURI AND KANSAS MO 501(C)(3) LINE 10 0 SHARED FINANCIAL SOLUTIONS 6800 COLLEGE BLVD SUITE 300 OVERLAND PARK KS 66211 475418967 OPERATIONAL SUPPORT FOR CREDIT UNION KS HEARTLAND CREDIT UNION ASSOCIATION C 5847104 10474411 1.00000 1 CREDIT UNION POLITICAL ACTION COMMITTEE OF MISSORI 2043 WOODLAND PARKWAY SUITE 200 ST LOUIS MO 63146 431310069 PROMOTE CREDIT UNION DEVELOPMENT AND SUPPORT MISSOURI MO N/A C 0 CREDIT UNION POLITICAL ACTION COMMITTEE OF KANSAS 2043 WOODLAND PARKWAY SUITE 200 ST LOUIS MO 63146 480949548 PROMOTE CREDIT UNION DEVELOPMENT AND SUPPORT KANSAS KS N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 HEARTLAND CREDIT UNION CHARITABLE FOUNDATION O 24469 PAYROLL COST SHARED FINANCIAL SERVICES O 1106224 PAYROLL COST SHARED FINANCIAL SERVICES N 95580 EXPENSE SHARED FINANCIAL SERVICES P 1201804 PAYROLL AND OVERHEAD CREDIT UNION POLITICAL ACTION COMMITTEE OF MISSORUI O 0 PAYROLL COST CREDIT UNION POLITICAL ACTION COMMITTEE OF KANSAS O 0 PAYROLL COST