2024-11-14T23:37:06+00:00 2023-12-31 390859910 Baker Tilly Advisory Group LP 790 N Water St Suite 2000 Milwaukee WI 53023 990 2023-01-01 237065623 Credit Union National Association Inc CRED 8003569655 99 M STREET SE 300 WASHINGTON DC 20003 JIM NUSSLE President/CEO 8003569655 2024-11-15 true true Shelby Netz CPA P01405265 4147775500 2024-11-14 2023 2024-10-15 13:58:12Z JIM NUSSLE 99 M STREET SE Suite 300 WASHINGTON DC 20003 87149309 false 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. On January 1, 2024, Credit Union National Association merged with the National Association of Federally-Insured Credit Unions to become America's Credit Unions. 24 24 292 173 962937 53599 1718984 7620242 60585873 64768988 471831 1967690 7213162 12674161 69989850 87031081 400000 400000 0 33094210 39008562 0 0 44451152 39014116 77945362 78422678 -7955512 8608403 64434073 81044149 35678487 39289260 28755586 41754889 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. false false ADVOCACY - PROVIDES REGULATORY, LEGISLATIVE AND ADVOCACY SUPPORT IN WASHINGTON, D.C. 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 false true true true false false false false false true false false true true true false true false false false false false false false false false true false true false false false false false false false false false false true true true true false true 205 0 292 true true true false false false true true false true false X 24 24 false false false false true true false true true false false true true true true true true true true false CA X EDDIE RIVERA 6082314371 4703 MADISON YARDS WAY SUITE 300 MADISON WI 53705 BRIAN BEST TREASURER 5.0 X X 0 0 0 CAROLINE WILLARD VICE-CHAIR 10.0 X X 0 0 0 LISA GINTER CHAIR 10.0 X X 0 0 0 PATRICK PIERCE SECRETARY 5.0 X X 0 0 0 Tony C Budet Immediate Past Chair (Term 02/2023) 4.0 X X 0 0 0 AMEY SGRIGNOLI DIRECTOR 4.0 X 0 0 0 Amy Sink DIRECTOR (Start 02/2023) 4.0 X 0 0 0 CECILIA HOMISON DIRECTOR 4.0 X 0 0 0 CHARLES ELLIOTT DIRECTOR 4.0 X 0 0 0 Dallas W Bergl Director (Term 02/2023) 4.0 X 0 0 0 Day Matthews DIRECTOR (Start 02/2023) 4.0 X 0 0 0 Debbie Painter Director (Term 08/2023) 4.0 X 0 0 0 DEBBIE SMITH DIRECTOR 4.0 X 0 0 0 FRED ROBINSON DIRECTOR 4.0 X 0 0 0 GREG GALLANT DIRECTOR 4.0 X 0 0 0 JIM MORRELL AT-LARGE EXECUTIVE COMMITTEE 4.0 X 0 0 0 JOE THOMAS DIRECTOR 4.0 X 0 0 0 JOHN SACKETT DIRECTOR 4.0 X 0 0 0 JOSE LARA DIRECTOR 4.0 X 0 0 0 LORI HERRICK DIRECTOR 4.0 X 0 0 0 MARIA MARTINEZ DIRECTOR 4.0 X 0 0 0 NADER MOGHADDAM DIRECTOR 4.0 X 0 0 0 PATRICK DRENNEN DIRECTOR 4.0 X 0 0 0 RON SMITH DIRECTOR 4.0 X 0 0 0 SCOTT SIMPSON DIRECTOR 4.0 X 0 0 0 TOM KANE DIRECTOR 4.0 X 0 0 0 EDDIE RIVERA CHIEF FINANCIAL OFFICER 40.0 X 330577 0 83946 GREG MICHLIG CHIEF ENGAGEMENT OFFICER 40.0 X 492446 0 71595 JASON STVERAK INTERIM CHIEF ADVOCACY OFFICER 40.0 X 324466 0 81294 JILL TOMALIN CHIEF OPERATING OFFICER 40.0 X 609787 0 78065 JIM NUSSLE PRESIDENT/CEO 40.0 X 2237753 0 541554 TODD SPICZENSKI CHIEF PRODUCTS & SERVICES 40.0 X 504786 0 74494 David Lorence EXECUTIVE DIRECTOR CU AWARENESS LLC 40.0 X 426636 0 64818 Jonathan Ihrig Chief Compliance Officer 40.0 X 290030 0 40901 MICHAEL SCHENK DEPUTY CHIEF ADVOCACY OFFICER 40.0 X 326097 0 54118 RICHARD GOSE CHIEF POLITICAL OFFICER 40.0 X 339207 0 81654 SUSAN PARISI CHIEF CORPORATE COUNCIL 40.0 X 332628 0 79452 6214413 0 1251891 141 false true false IDEAL BUILDERS INC 1406 EMIL STREET MADISON WI 53713 GENERAL CONTRACTOR 1997891 ELEVATED CAMPAIGNS 4507 N RAVENSWOOD SUITE 103 CHICAGO IL 60640 CAMPAIGN SERVICES 1430152 QUANTIVATE LLC PO BOX 1504 WOODINVILLE WA 98072 SOFTWARE SERVICES 1341957 Aramark Facilities Services LLC Walter E Washington Conv Center 801 Mt Vernon Place Washington DC 20001 CONFERENCE SERVICES 918781 ATOS SYNTEL INC Dept 772732 PO Box 772732 Detroit MI 482772732 IT Consulting 873566 86 4857229 2763013 7620242 MEMBERSHIP DUES 900099 35478629 35478629 ASSOCIATION SERVICES 900099 19040735 19040735 GOVERNMENT AFFAIRS 900099 8704765 8704765 BUSINESS/CONSUMER PUBL 513120 814279 814279 OTHER PROGRAM REVENUE 900099 730580 730580 0 0 0 0 64768988 1972296 1972296 66805 66805 0 0 57595 0 62201 -4606 0 -4606 -4606 1194725 56027 1138698 1138698 REIMBUR. FROM AFF. 900099 6628886 6628886 Subscription Revenue 900099 3952624 3952624 ADVERTISING 541800 887148 -8984 896132 0 0 0 0 11468658 87031081 76480212 962937 1967690 400000 5430761 25960808 4092670 1267738 2256585 264011 164035 2681940 65311 5479871 4418798 3212475 2974472 2351156 4746921 6549719 1373354 700975 245317 Other 2998128 EXCISE TAX 424720 COMMISSIONS 187000 STAFF TRAINING 175913 0 78422678 842253 1484730 15678722 14551791 0 12166 1885678 902218 0 0 0 0 2516868 2991739 8756267 3163619 1943644 5592648 32210552 37034744 2727456 2312055 0 6628900 16162058 64434073 81044149 6961958 6818461 15780191 13564283 0 0 12936338 18906516 35678487 39289260 25782739 39492342 2972847 2262547 28755586 41754889 64434073 81044149 X 8608403 2927497 1463403 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1440144 84299 84299 false true false false Schedule C, Part I-A, Line 1 Description of Political Activities Administrative expenses for a connected federal PAC and expenses related to "partisan communications" exempt from the definition of "contribution "expenditure" under the federal election campaign act of 1971 as amended 5788748 1432041 4356707 2967519 1731578 1235941 5592648 Employee Retention Credit Receivable 4857229 Affiliates Receivable 1393223 Right of Use Asset, Net 9911606 16162058 Deferred Compensation 3569347 Affiliate Payables 1302841 Accrued Pension Deferred Rent Operating Lease Liability 14034328 18906516 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Association is exempt from federal income taxes under Section 501(c)(6) of the Internal Revenue Code (IRC) except for unrelated business income. Management has concluded that the Association has properly maintained their exempt status. In addition, all related filings will be timely for the year ending December 31, 2023 and there are no uncertain tax positions as of December 31, 2023. Awareness is treated as a disregarded entity for federal taxation purposes, and the activities are reported within the tax returns of CUNA. Awareness had no uncertain tax positions through December 31, 2023. true National Credit Union Foundation 4703 Madison Yards way Suite 300 Madison WI 53705 391383650 501(c)(3) 400000 General Support 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Credit Union National Association Inc only provides grants to related organizations that it has had a historical and continuing relationship with. X X X true true X X X X false true false JIM NUSSLE PRESIDENT/CEO 1538935 0 603586 0 95232 0 501141 0 40413 0 2779307 0 0 0 JILL TOMALIN CHIEF OPERATING OFFICER 500585 0 73000 0 36202 0 51016 0 27049 0 687852 0 0 0 TODD SPICZENSKI CHIEF PRODUCTS & SERVICES 433709 0 15000 0 56077 0 52275 0 22219 0 579280 0 0 0 GREG MICHLIG CHIEF ENGAGEMENT OFFICER 449752 0 10000 0 32694 0 45446 0 26149 0 564041 0 0 0 EDDIE RIVERA CHIEF FINANCIAL OFFICER 257776 0 26500 0 46301 0 55297 0 28649 0 414523 0 0 0 JASON STVERAK INTERIM CHIEF ADVOCACY OFFICER 228775 0 35000 0 60691 0 28210 0 53084 0 405760 0 0 0 David Lorence EXECUTIVE DIRECTOR CU AWARENESS LLC 333090 0 37092 0 56454 0 29700 0 35118 0 491454 0 0 0 RICHARD GOSE CHIEF POLITICAL OFFICER 291568 0 7000 0 40639 0 29770 0 51884 0 420861 0 0 0 SUSAN PARISI CHIEF CORPORATE COUNCIL 248241 0 26500 0 57887 0 53303 0 26149 0 412080 0 0 0 MICHAEL SCHENK DEPUTY CHIEF ADVOCACY OFFICER 282816 0 8000 0 35281 0 27969 0 26149 0 380215 0 0 0 Jonathan Ihrig Chief Compliance Officer 220316 0 0 0 69714 0 24152 0 16749 0 330931 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel First-class travel is available to the CEO and was treated as taxable compensation. Schedule J, Part I, Line 1a Travel for companions Travel for companions is available to the CEO and Chief Officers (that meet a certain salary grade) and is treated as taxable compensation. Schedule J, Part I, Line 1a Health or social club dues or initiation fees Health and social clubs are available and limited to officers that have a business need to access certain social clubs. Schedule J, Part I, Line 4b CREDIT UNION NATIONAL ASSOCIATION PROVIDES A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO ELIGIBLE EMPLOYEES. DURING 2023, JAMES NUSSLE, JILL TOMALIN, TODD SPICZENSKI, GREG MICHLIG, Eddie Rivera, and Susan Parisi PARTICIPATED IN THIS PLAN. NO INDIVIDUALS WERE PAID DURING THE CALENDAR YEAR. Form 990, Part III, Line 4d Description of other program services (Expenses $ including grants of $) Sales & Marketing, CU Development Form 990, Part VI, Line 6 Classes of members or stockholders Members include state and regional credit union trade associations (leagues), credit unions that are located within the United States, 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 and associate business members. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Members within a region of the country elect board members from that region of the country. Form 990, Part VI, Line 11b Review of form 990 by governing body 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, Line 12c Conflict of interest policy When presented with a potential conflict situation, the Governance Committee will consider precedent and consult with the Board Chair, CUNA President and Corporate Counsel before formalizing and presenting its recommendations for action. The matter, including the recommendation of the Governance Committee, will be presented to the Executive Committee for a decision. The decision of the Executive Committee will be communicated to the affected individual. There is one right of appeal. Those allowed to serve when a potential conflict exists will have a continuing responsibility to adhere to any limitation placed by the Governance Committee, and will proactively recuse themselves from discussions, decisions or voting on any matter affected by the conflict. Conflict of interest disclosure forms are required to be completed annually by all members of the board of directors, by officers and by managers of CUNA and submitted to the President for review. Form 990, Part VI, Line 15b Process to establish compensation of other employees 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 within the table ranges. These tables are reviewed annually and updated as needed. Form 990, Part VI, Line 19 Required documents available to the public Organization copies and mails non-privileged or non-confidential corporate documents to members of the public upon request. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Annual Pension Adjustment - 1378804; Equity income in CSS - -240401; Gain on Sale of Awareness - 325000; CU AWARENESS LLC 4703 MADISON YARDS WAY SUITE 300 MADISON WI 53705 842635576 AWARENESS INITIATIVE WI 3999409 2838116 CREDIT UNION NATIONAL ASSOCIATION INC CUNA STRATEGIC SERVICES INC 4703 MADISON YARDS WAY SUITE 300 MADISON WI 53705 391979912 PRODUCTS & SERVICES PROVIDER FOR CREDIT UNIONS WI NA C Corporation 3280321 2318988 false true false false false false false false false false false false false false true false true false false CUNA STRATEGIC SERVICES INC O 1514840 FMV CUNA STRATEGIC SERVICES INC Q 890567 FMV CUNA STRATEGIC SERVICES INC A 66805 FMV