Skip to content
Nonprofiteer
← CREDIT UNION NATIONAL ASSOCIATION INC

Form 990 for tax year 2024

Filed by CREDIT UNION NATIONAL ASSOCIATION INC.

Totals

Total revenue
$103,908,424
Total expenses
$101,362,458
Contributions and grants received
$2,649,340
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)
not reported

Listed in Part VII

  • PAT PIERCE

    CHAIR

    Total calculated
    $0
    Hours/week
    10

  • KAREN HARBIN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    10

  • JIM MORRELL

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • KEITH SULTEMEIER

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • BRIAN SCHOOLS

    DIRECTOR & IMM PAST CHAIR

    Total calculated
    $0
    Hours/week
    5

  • AMY SINK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • DAY MATTHEWS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • FRED ROBINSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • GARY GRINNELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • JEFF OLSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • LISA GINTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • LONNIE NICHOLSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • LORI HERRICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • MELANIE KENNEDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • NADER MOGHADDAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • JAMES NUSSLE

    PRESIDENT/CEO

    Total calculated
    $2,984,778
    From this org
    $2,433,770
    From related orgs
    $0
    Other
    $551,008
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,570,266
    Bonus
    $802,235
    Other
    $61,269
    Deferred
    $511,841
    Nontaxable benefits
    $39,167
    Filer's total
    $2,984,778

  • B DAN BERGER

    CEO (TERM 01/2024)

    Total calculated
    $1,275,621
    From this org
    $1,240,648
    From related orgs
    $0
    Other
    $34,973
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $105,207
    Bonus
    $0
    Other
    $1,135,441
    Deferred
    $10,338
    Nontaxable benefits
    $24,635
    Filer's total
    $1,275,621

  • RANDAL SALSER

    PRES NAFCU SERV CORP (TERM 04/2024)

    Total calculated
    $933,038
    From this org
    $885,339
    From related orgs
    $0
    Other
    $47,699
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $102,496
    Bonus
    $296,442
    Other
    $486,401
    Deferred
    $20,700
    Nontaxable benefits
    $26,999
    Filer's total
    $933,038

  • JILL TOMALIN

    EXEC. VP & CHIEF OF STAFF

    Total calculated
    $845,821
    From this org
    $732,620
    From related orgs
    $0
    Other
    $113,201
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $516,243
    Bonus
    $57,500
    Other
    $158,877
    Deferred
    $83,090
    Nontaxable benefits
    $30,111
    Filer's total
    $845,821

  • ANTHONY DEMANGONE

    CHIEF MEMB. & ENGAGE. OFFICER

    Total calculated
    $804,743
    From this org
    $738,101
    From related orgs
    $0
    Other
    $66,642
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $492,375
    Bonus
    $136,157
    Other
    $109,569
    Deferred
    $52,600
    Nontaxable benefits
    $14,042
    Filer's total
    $804,743

  • TODD SPICZENSKI

    CHIEF ASSOC. SERVICES OFFICER

    Total calculated
    $689,283
    From this org
    $610,506
    From related orgs
    $0
    Other
    $78,777
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $421,690
    Bonus
    $46,448
    Other
    $142,368
    Deferred
    $57,977
    Nontaxable benefits
    $20,800
    Filer's total
    $689,283

  • MEGHAN SMALL

    CHIEF COMM. & MARKETING OFFICER

    Total calculated
    $608,844
    From this org
    $539,644
    From related orgs
    $0
    Other
    $69,200
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,712
    Bonus
    $81,841
    Other
    $176,091
    Deferred
    $45,700
    Nontaxable benefits
    $23,500
    Filer's total
    $608,844

  • EDDIE RIVERA

    CFO & COO

    Total calculated
    $600,286
    From this org
    $510,340
    From related orgs
    $0
    Other
    $89,946
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $311,841
    Bonus
    $39,375
    Other
    $159,124
    Deferred
    $58,635
    Nontaxable benefits
    $31,311
    Filer's total
    $600,286

  • CARRIE HUNT

    CHIEF ADVOCACY OFFICER

    Total calculated
    $592,014
    From this org
    $523,127
    From related orgs
    $0
    Other
    $68,887
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $461,022
    Bonus
    $57,500
    Other
    $4,605
    Deferred
    $50,000
    Nontaxable benefits
    $18,887
    Filer's total
    $592,014

  • GREGORY MESACK

    SR. VP OF ADVOCACY

    Total calculated
    $652,677
    From this org
    $581,842
    From related orgs
    $0
    Other
    $70,835
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $380,690
    Bonus
    $97,336
    Other
    $103,816
    Deferred
    $27,600
    Nontaxable benefits
    $43,235
    Filer's total
    $652,677

  • RICHARD GOSE

    ADVOCACY CONSULTANT (TERM 06/2024)

    Total calculated
    $530,029
    From this org
    $460,606
    From related orgs
    $0
    Other
    $69,423
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,057
    Bonus
    $0
    Other
    $283,549
    Deferred
    $27,641
    Nontaxable benefits
    $41,782
    Filer's total
    $530,029

  • SUSAN PARISI

    CHIEF CORPORATE COUNSEL OFFICER

    Total calculated
    $477,275
    From this org
    $394,523
    From related orgs
    $0
    Other
    $82,752
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,580
    Bonus
    $31,134
    Other
    $81,809
    Deferred
    $53,941
    Nontaxable benefits
    $28,811
    Filer's total
    $477,275

  • ANN PETROS

    VP OF POLICY ENGAGE, & CU OP.

    Total calculated
    $444,966
    From this org
    $405,334
    From related orgs
    $0
    Other
    $39,632
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $259,912
    Bonus
    $70,588
    Other
    $74,834
    Deferred
    $27,600
    Nontaxable benefits
    $12,032
    Filer's total
    $444,966

  • CATHERINE PORTERFIELD

    VICE PRESIDENT MEMBER ENGAGEMENT & SERVICE

    Total calculated
    $400,645
    From this org
    $373,088
    From related orgs
    $0
    Other
    $27,557
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $257,146
    Bonus
    $63,462
    Other
    $52,480
    Deferred
    $0
    Nontaxable benefits
    $27,557
    Filer's total
    $400,645

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
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
FIRST-CLASS TRAVEL IS AVAILABLE TO THE CEO AND WAS TREATED AS TAXABLE COMPENSATION. HEALTH AND SOCIAL CLUBS IS AVAILABLE AND LIMITED TO OFFICERS THAT HAVE A BUSINESS NEED TO ACCESS CERTAIN SOCIAL CLUBS. TRAVEL FOR COMPANIONS IS AVAILABLE TO THE CEO AND CHIEF OFFICERS REPORTING DIRECTLY TO THE CEO AND THE CHIEF OF STAFF. IT IS TREATED AS A TAXABLE BENEFIT.
PART I, LINES 4A-B
SOME EMPLOYEES RECEIVED A SEVERANCE PAYMENT DURING THE CALENDER YEAR. THE TERMS AND CONDITIONS OF THE CONFIDENTIAL SEVERANCE AGREEMENT ARE AVAILABLE TO THE INTERNAL REVENUE SERVICE UPON REQUEST. AMERICA'S CREDIT UNIONS PROVIDES A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO ELIGIBLE EMPLOYEES. DURING 2024, THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE PLAN: JAMES NUSSLE, ANTHONY DEMANGONE, CARRIE HUNT, MEGHAN SMALL, SUSAN PARISI, JILL TOMALIN, TODD SPICZENSKI, TERESA HANSON, AND EDDIE RIVERA. NO AMOUNTS WERE PAID OUT IN 2024.

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
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202523189349309367

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

The source document this was parsed from is served over the API, which is where bulk and document access live.