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Nonprofiteer
← CREDIT UNION NATIONAL ASSOCIATION INC

Form 990 for tax year 2023

Filed by CREDIT UNION NATIONAL ASSOCIATION INC.

Totals

Total revenue
$87,031,081
Total expenses
$78,422,678
Contributions and grants received
$7,620,242
Grants paid
$400,000
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$0

Listed in Part VII

  • BRIAN BEST

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • CAROLINE WILLARD

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    10

  • LISA GINTER

    CHAIR

    Total calculated
    $0
    Hours/week
    10

  • PATRICK PIERCE

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Tony C Budet

    Immediate Past Chair (Term 02/2023)

    Total calculated
    $0
    Hours/week
    4

  • AMEY SGRIGNOLI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Amy Sink

    DIRECTOR (Start 02/2023)

    Total calculated
    $0
    Hours/week
    4

  • CECILIA HOMISON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • CHARLES ELLIOTT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Dallas W Bergl

    Director (Term 02/2023)

    Total calculated
    $0
    Hours/week
    4

  • Day Matthews

    DIRECTOR (Start 02/2023)

    Total calculated
    $0
    Hours/week
    4

  • Debbie Painter

    Director (Term 08/2023)

    Total calculated
    $0
    Hours/week
    4

  • DEBBIE SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • FRED ROBINSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • GREG GALLANT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • JIM MORRELL

    AT-LARGE EXECUTIVE COMMITTEE

    Total calculated
    $0
    Hours/week
    4

  • JOE THOMAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • JOHN SACKETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • JOSE LARA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • LORI HERRICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • MARIA MARTINEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • NADER MOGHADDAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • PATRICK DRENNEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • RON SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • SCOTT SIMPSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • TOM KANE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • EDDIE RIVERA

    CHIEF FINANCIAL OFFICER

    Total calculated
    $414,523
    From this org
    $330,577
    From related orgs
    $0
    Other
    $83,946
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $257,776
    Bonus
    $26,500
    Other
    $46,301
    Deferred
    $55,297
    Nontaxable benefits
    $28,649
    Filer's total
    $414,523

  • GREG MICHLIG

    CHIEF ENGAGEMENT OFFICER

    Total calculated
    $564,041
    From this org
    $492,446
    From related orgs
    $0
    Other
    $71,595
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $449,752
    Bonus
    $10,000
    Other
    $32,694
    Deferred
    $45,446
    Nontaxable benefits
    $26,149
    Filer's total
    $564,041

  • JASON STVERAK

    INTERIM CHIEF ADVOCACY OFFICER

    Total calculated
    $405,760
    From this org
    $324,466
    From related orgs
    $0
    Other
    $81,294
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,775
    Bonus
    $35,000
    Other
    $60,691
    Deferred
    $28,210
    Nontaxable benefits
    $53,084
    Filer's total
    $405,760

  • JILL TOMALIN

    CHIEF OPERATING OFFICER

    Total calculated
    $687,852
    From this org
    $609,787
    From related orgs
    $0
    Other
    $78,065
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $500,585
    Bonus
    $73,000
    Other
    $36,202
    Deferred
    $51,016
    Nontaxable benefits
    $27,049
    Filer's total
    $687,852

  • JIM NUSSLE

    PRESIDENT/CEO

    Total calculated
    $2,779,307
    From this org
    $2,237,753
    From related orgs
    $0
    Other
    $541,554
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,538,935
    Bonus
    $603,586
    Other
    $95,232
    Deferred
    $501,141
    Nontaxable benefits
    $40,413
    Filer's total
    $2,779,307

  • TODD SPICZENSKI

    CHIEF PRODUCTS & SERVICES

    Total calculated
    $579,280
    From this org
    $504,786
    From related orgs
    $0
    Other
    $74,494
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $433,709
    Bonus
    $15,000
    Other
    $56,077
    Deferred
    $52,275
    Nontaxable benefits
    $22,219
    Filer's total
    $579,280

  • David Lorence

    EXECUTIVE DIRECTOR CU AWARENESS LLC

    Total calculated
    $491,454
    From this org
    $426,636
    From related orgs
    $0
    Other
    $64,818
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $333,090
    Bonus
    $37,092
    Other
    $56,454
    Deferred
    $29,700
    Nontaxable benefits
    $35,118
    Filer's total
    $491,454

  • Jonathan Ihrig

    Chief Compliance Officer

    Total calculated
    $330,931
    From this org
    $290,030
    From related orgs
    $0
    Other
    $40,901
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,316
    Bonus
    $0
    Other
    $69,714
    Deferred
    $24,152
    Nontaxable benefits
    $16,749
    Filer's total
    $330,931

  • MICHAEL SCHENK

    DEPUTY CHIEF ADVOCACY OFFICER

    Total calculated
    $380,215
    From this org
    $326,097
    From related orgs
    $0
    Other
    $54,118
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $282,816
    Bonus
    $8,000
    Other
    $35,281
    Deferred
    $27,969
    Nontaxable benefits
    $26,149
    Filer's total
    $380,215

  • RICHARD GOSE

    CHIEF POLITICAL OFFICER

    Total calculated
    $420,861
    From this org
    $339,207
    From related orgs
    $0
    Other
    $81,654
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $291,568
    Bonus
    $7,000
    Other
    $40,639
    Deferred
    $29,770
    Nontaxable benefits
    $51,884
    Filer's total
    $420,861

  • SUSAN PARISI

    CHIEF CORPORATE COUNCIL

    Total calculated
    $412,080
    From this org
    $332,628
    From related orgs
    $0
    Other
    $79,452
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,241
    Bonus
    $26,500
    Other
    $57,887
    Deferred
    $53,303
    Nontaxable benefits
    $26,149
    Filer's total
    $412,080

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202443209349301204

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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