2025-04-29T09:59:26-05:00 2024-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-01-01 390712580 WISCONSIN CREDIT UNION LEAGUE WISC 8002420833 1 E MAIN STREET 101 MADISON WI 53703 BETH ELLIS CFOO 8002420833 2025-04-28 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2025-04-28 2024 2025-03-06 01:10:19Z SARAH WAINSCOTT 1 E MAIN STREET 101 MADISON WI 53703 4529013 0 X WWW.THELEAGUE.COOP X 1939 WI TO FOSTER THE GROWTH OF THE CREDIT UNION MOVEMENT AND TO PROMOTE COOPERATION IN ALL MATTERS OF COMMON CONCERN BY AND BETWEEN CREDIT UNIONS LOCATED IN WISCONSIN. 8 8 23 65 0 0 0 0 3916140 4100431 164680 269963 42180 433 4123000 4370827 96028 103048 0 0 2349434 2442074 0 0 0 1513408 1488665 3958870 4033787 164130 337040 11516929 11921596 4236970 4190516 7279959 7731080 THE CORE PURPOSE OF THE LEAGUE IS TO PROVIDE INNOVATIVE IDEAS AND SOLUTIONS FOR CREDIT UNIONS AND PROMOTE AND PROTECT THE IDEALS OF MEMBER OWNERSHIP, VOLUNTEERISM, AND UNITY. 0 0 THE LEAGUE ASSISTED WITH OVER 1,100 COMPLIANCE QUESTIONS AND SENT OVER 89 NEWSLETTERS TO HELP COMPLIANCE PROS REMAIN ALERT AND ON TASK. THE LEAGUE MAINTAINED THOUSANDS OF PAGES OF COMPLIANCE RESOURCE WEBPAGES TO OFFER CURRENT AND COMPREHENSIVE GUIDANCE AND RESOURCES. THERE WERE REGULAR UPDATES OF THE LEAGUE'S 155 II RELEASES TO KEEP UP WITH STATE AND FEDERAL REGULATORY CHANGES IMPACTING CREDIT UNIONS. THE LEAGUE OFFERED FREE ACCESS TO POLICYAID, AN ONLINE LIBRARY OF MORE THAN 100 OPERATIONAL POLICIES. MANY CREDIT UNIONS RECEIVED ASSISTANCE WITH HUMAN RESOURCES QUESTIONS THROUGH THE NEW HR LEGAL LINE. THE LEAGUE PROVIDED CONSULTATION ON PREPARATION FOR EXAMS, MANAGING RISK, REDUCING COSTS, GROWING INCOME, BUDGETING, AND MORE. THE LEAGUE ENGAGED MORE THAN 2,300 PARTICIPANTS THROUGH IN-PERSON AND VIRTUAL EDUCATIONAL EVENTS. THE LEAGUE CONTINUED TO BUILD AN ON-DEMAND LIBRARY OF TRAINING OPTIONS TO ALLOW PARTICIPANTS TO LEARN AT ANYTIME BY GOING ONLINE. THE LEAGUE FACILITATED ROUNDTABLE DISCUSSIONS FOR CREDIT UNIONS FOR NETWORKING AND IDEA SHARING. THE LEAGUE CONTINUED TO FOCUS ON THE YOUNG PROFESSIONALS NETWORK, A FREE CAREER DEVELOPMENT AND LEADERSHIP TRAINING PROGRAM OPEN TO CREDIT UNION STAFF AND DIRECTORS AGE 35 AND YOUNGER. 80% OF ALL WISCONSIN CREDIT UNIONS PARTICIPATED IN LEAGUE TRAINING EVENTS. THE LEAGUE SPONSORED TWO MAJOR GOVERNMENT AFFAIRS CONFERENCES AND OTHER TRAINING EVENTS. THE LEAGUE EXPANDED ACCESS TO GOVERNMENT AFFAIRS CONFERENCES AND EVENTS THROUGH SCHOLARSHIPS. THE LEAGUE FURTHER DEVELOPED GRASSROOTS STRENGTH TO OVER 1,000 MEMBERS AND MADE OVER 2,900 CONTACTS TO STATE AND FEDERAL LAWMAKERS ON POLICY PRIORITIES IMPACTING CREDIT UNIONS. THE LEAGUE DEFENDED AND PROMOTED CREDIT UNIONS AND THE CREDIT UNION DIFFERENCE. 0 0 1 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 28 0 23 1 1 1 0 0 0 1 1 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X BETH ELLIS 6086404020 1 E MAIN STREET STE 101 MADISON WI 53703 X BRANDON RIECHERS CHAIR (THRU MAY 2024) 0.30 0.19 X X 0 0 0 CHRIS MOCZYNSKI CHAIR 0.30 0.19 X X 0 0 0 KIM ROONEY VICE CHAIR 0.30 X X 0 0 0 SHEILA SCHNIKE SECRETARY 0.30 X X 0 0 0 LORA BENRUD DIRECTOR (THRU MAY 2024) 0.30 0.19 X X 0 0 0 TRACIE WILLS DIRECTOR (THRU MAY 2024) 0.30 X 0 0 0 BETH KRAHN DIRECTOR 0.30 X 0 0 0 VAL MINDAK DIRECTOR (THRU JAN 2024) 0.30 X 0 0 0 SUE JOHNSON TREASURER (FROM MAY 2024) 0.30 X 0 0 0 DEREK GROTH DIRECTOR (FROM MAY 2024) 0.30 X 0 0 0 MARIANNE TORKELSON DIRECTOR 0.30 X 0 0 0 CHARLIE ZANAYED DIRECTOR 0.30 X 0 0 0 BRETT THOMPSON PRESIDENT & CEO 26.00 14.00 X 662164 0 44784 BETH ELLIS CHIEF FINANCIAL & OPERATING OFFICER 24.00 16.00 X 164372 0 25783 PAUL GUTTORMSSON SVP & GENERAL COUNSEL 32.00 8.00 X 166990 0 33034 SARAH WAINSCOTT SVP OF ADVOCACY 40.00 X 170102 0 13065 JOSH ROBERTS VP OF SYSTEM COLLABORATION 40.00 X 108053 0 8241 JENNIFER ESSER VP OF PROFESSIONAL DEVELOPMENT 40.00 X 104918 0 28412 KIM HOPPE DIRECTOR OF COMPLIANCE SPECIALIST PROGRAM 26.00 14.00 X 110532 0 33386 1487131 0 186705 7 0 1 0 0 MEMBERSHIP DUES 900099 3107441 3107441 CONVENTION REVENUE 900099 582401 582401 EDUCATION AND TRAINING 611430 347269 347269 COMMITTEES 900099 30000 30000 CONSULTATION SERVICES 900099 20250 20250 13070 13070 4100431 251248 251248 433 0 433 433 433 176901 158186 18715 18715 18715 4370827 4100431 0 270396 103048 916795 1052064 115717 222624 134874 5058 13947 53750 66423 130162 26340 188178 284000 23837 334415 23377 24366 EDUCATION AND TRAINING 215592 MEMBERSHIPS AND SUBSCRI 91275 INCOME TAX 7945 4033787 945062 1040502 2638616 2966580 32351 51440 270442 173136 968138 869728 109933 98410 4763818 5059738 38394 40509 251656 251656 2466657 2239625 11516929 11921596 602073 625307 764500 765952 2870397 2799257 4236970 4190516 X 6203804 6654925 1076155 1076155 7279959 7731080 11516929 11921596 337040 114081 0 X 0 1 X 1 0 91983 0 91983 91983 0 CUNA POLITICAL ACTIVITIES FUND 610 PENNSYLVANIA AVE NW WASHINGTON DC 20003 237065623 91983 0 0 0 3107441 145983 145983 590414 -444431 PART I-A, LINE 1: CONTRIBUTIONS TO THE NATIONAL ADVOCACY FUND THAT POOLS RESOURCES FROM ACROSS THE CREDIT UNION SYSTEM FOR USE IN DIRECT ELECTORAL ADVOCACY OF PRO-CREDIT UNION CANDIDATES FOR FEDERAL OFFICE AS WELL AS ADVOCACY IN SUPPORT OF CREDIT UNION ISSUES IN LEGISLATIVE AND REGULATORY AREAS. 143208 114348 28860 824930 755380 69550 98410 SECURITY DEPOSIT 490 INVESTMENT IN W.C.U.L. SERVICES CORP 124500 DUE FROM W.C.U.L. SERVICE CORP 260855 OPERATING LEASE RIGHT-OF-USE ASSETS 1853780 2239625 DEFERRED COMPENSATION OBLIGATION 944793 DUE TO WISCONSIN CREDIT UNION LEAGUE FOUNDATION, INC. 684 OPERATING LEASE LIABILITIES 1853780 2799257 1 CUNA POLITICAL ACTIVITIES FUND 610 PENNSYLVANIA AVE NW WASHINGTON DC 20003 237065623 501(C)(6) 91983 0 POLITICAL EXPENDITURES NATIONAL CREDIT UNION FOUNDATION 5710 MINERAL POINT ROAD MADISON WI 53705 391383650 501(C)(3) 7500 0 GENERAL SUPPORT 1 1 PART I, LINE 2: THE ORGANIZATION GIVES CHARITABLE CONTRIBUTIONS TO QUALIFIED ORGANIZATIONS. THESE CONTRIBUTIONS ARE FOR GENERAL PURPOSES AND ARE APPROVED IN THE BUDGET AND AT THE MEETINGS OF THE GOVERNING BODY. X X X X 0 1 0 BRETT THOMPSON PRESIDENT & CEO 547866 0 78730 0 35568 0 44784 0 0 0 706948 0 0 0 PAUL GUTTORMSSON SVP & GENERAL COUNSEL 154783 0 9970 0 2237 0 12335 0 20699 0 200024 0 0 0 BETH ELLIS CHIEF FINANCIAL & OPERATING OFFICER 154146 0 9890 0 336 0 12231 0 13552 0 190155 0 0 0 SARAH WAINSCOTT SVP OF ADVOCACY 160200 0 9610 0 292 0 11887 0 1178 0 183167 0 0 0 PART I, LINE 4B WISCONSIN CREDIT UNION LEAGUE HAS ESTABLISHED A DEFERRED COMPENSATION PLAN FOR THE PRESIDENT & CEO, BRETT THOMPSON, WHICH PROVIDES PAYMENT IN ACCORDANCE WITH THE PROVISIONS OF IRC SECTION 457(F). DURING 2024, WISCONSIN CREDIT UNION LEAGUE CONTRIBUTED $63,638 TO THE 457(F) PLAN. FORM 990, PART VI, SECTION A, LINE 6 ANY CREDIT UNION ORGANIZED UNDER STATE OR FEDERAL LAW AND WITH AN OFFICE IN THE STATE OF WISCONSIN IS ELIGIBLE FOR MEMBERSHIP IN THE LEAGUE. ONLY MEMBERS HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A THE STATE IS DIVIDED INTO NOT LESS THAN FIVE GEOGRAPHIC REGIONS AND NOT LESS THAN FOUR GROUPS BASED ON THE ASSET SIZE OF MEMBERS (REFERRED TO AS GROUPS). THE GOVERNING BODY MAY FROM TIME TO TIME, WITH APPROVAL OF THE MEMBERSHIP, REESTABLISH THE NUMBER OF REGIONS AND THE BOUNDARIES FOR THOSE REGIONS AS WELL AS THE NUMBER OF ASSET BREAKDOWN OF THE GROUPS. THE REGIONS AND GROUPS ARE ESTABLISHED TO FAIRLY REPRESENT THE MEMBERSHIP OF THE LEAGUE AFTER TAKING INTO CONSIDERATION THE NUMBER OF MEMBERS, THE COMBINED ASSETS OF THE MEMBERS, AND THE NUMBER OF CREDIT UNION MEMBERS IN EACH REGION AND EACH GROUP. EACH REGION AND EACH GROUP ELECTS ONE DIRECTOR IN ACCORDANCE WITH THE PROVISIONS SET FORTH IN THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B THE ULTIMATE POWERS IN THE ADMINISTRATION OF THE LEAGUE ARE VESTED IN THE MEMBERS AT ANNUAL OR SPECIAL MEETINGS. THE MEMBERS ARE EMPOWERED TO ENACT AND AMEND THE BYLAWS, ESTABLISH DUES FOR MEMBERS, ESTABLISH THE DISTRICT BOUNDARIES AND FIX THE NUMBER OF DISTRICTS, AND TRANSACT ANY BUSINESS DULY BROUGHT BEFORE THEM. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL & OPERATING OFFICER AND PROVIDED TO THE MEMBERS OF THE GOVERNING BODY FOR REVIEW AT ITS NEXT MEETING OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY THE EXECUTIVE COMMITTEE OF THE GOVERNING BODY MEETS TO REVIEW THE COMPENSATION OF THE PRESIDENT & CEO. COMPENSATION SURVEYS ARE PROVIDED BY THE AMERICAN ASSOCIATION OF CREDIT UNION LEAGUES AND THE DELIBERATIONS AND DECISIONS ON THE PRESIDENT & CEO'S COMPENSATION ARE DOCUMENTED IN THE MINUTES OF THE MEETINGS OF THE GOVERNING BODY. DETERMINATION OF COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED USING EXTERNAL DATA (PROVIDED THROUGH COMPEASE) THROUGH A REVIEW OF THE INDIVIDUAL'S RESPONSIBILITIES, AS WELL AS A REVIEW OF OTHER CREDIT UNION SALARY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE LEAGUE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B): BRETT THOMPSON'S COMPENSATION IS ALLOCATED 30% TO W.C.U.L. SERVICES CORP., A RELATED ORGANIZATION. PAUL GUTTORMSSON'S COMPENSATION IS ALLOCATED 20% TO W.C.U.L. SERVICES CORP. BETH ELLIS'S COMPENSATION IS ALLOCATED 37% TO W.C.U.L. SERVICES CORP. WISCONSIN CREDIT UNION FOUNDATION INC 1 E MAIN ST STE 101 MADISON WI 53703 260819612 SUPPORTING FINANCIAL EDUCATION AND WISCONSIN CREDIT UNION DEVELOPMENT WI 501(C)(3) LINE 10 WISCONSIN CREDIT UNION LEAGUE 1 WCUL SERVICES CORP 1 E MAIN ST STE 101 MADISON WI 53703 391127312 SERVICES TO WISCONSIN CREDIT UNIONS WI WISCONSIN CREDIT UNION LEAGUE C 1885317 3429684 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 WCUL SERVICES CORP O 407675 ALLOCATION WCUL SERVICES CORP Q 151285 ALLOCATION