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Nonprofiteer
← CREDIT UNION NATIONAL ASSOCIATION INC

Form 990 for tax year 2022

Filed by CREDIT UNION NATIONAL ASSOCIATION INC.

Totals

Total revenue
$69,989,850
Total expenses
$77,945,362
Contributions and grants received
$1,718,984
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

  • TONY C BUDET

    CHAIR

    Total calculated
    $0
    Hours/week
    10

  • LISA GINTER

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    10

  • CAROLINE WILLARD

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • PATRICK PIERCE

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • BRIAN BEST

    AT-LARGE EXECUTIVE COMMITTEE

    Total calculated
    $0
    Hours/week
    4

  • AMEY SGRIGNOLI

    DIRECTOR

    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

    Total calculated
    $0
    Hours/week
    4

  • DEBBIE PAINTER

    DIRECTOR

    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

    DIRECTOR

    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

  • JIM NUSSLE

    PRESIDENT/CEO

    Total calculated
    $2,633,557
    From this org
    $2,111,037
    From related orgs
    $0
    Other
    $522,520
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,468,563
    Bonus
    $550,104
    Other
    $92,370
    Deferred
    $485,420
    Nontaxable benefits
    $37,100
    Filer's total
    $2,633,557

  • JILL TOMALIN

    CHIEF OPERATING OFFICER

    Total calculated
    $536,627
    From this org
    $457,554
    From related orgs
    $0
    Other
    $79,073
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $422,815
    Bonus
    $3,000
    Other
    $31,739
    Deferred
    $54,225
    Nontaxable benefits
    $24,848
    Filer's total
    $536,627

  • TODD SPICZENSKI

    CHIEF PRODUCTS & SERVICES

    Total calculated
    $491,870
    From this org
    $420,153
    From related orgs
    $0
    Other
    $71,717
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $365,352
    Bonus
    $3,000
    Other
    $51,801
    Deferred
    $54,119
    Nontaxable benefits
    $17,598
    Filer's total
    $491,870

  • GREG MICHLIG

    CHIEF ENGAGEMENT OFFICER

    Total calculated
    $434,226
    From this org
    $365,278
    From related orgs
    $0
    Other
    $68,948
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $331,979
    Bonus
    $3,000
    Other
    $30,299
    Deferred
    $45,000
    Nontaxable benefits
    $23,948
    Filer's total
    $434,226

  • RYAN DONOVAN

    CHIEF ADVOCACY OFFICER (TERM 08/2022)

    Total calculated
    $355,069
    From this org
    $302,948
    From related orgs
    $0
    Other
    $52,121
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,750
    Bonus
    $0
    Other
    $60,198
    Deferred
    $19,619
    Nontaxable benefits
    $32,502
    Filer's total
    $355,069

  • JASON STVERAK

    INTERIM CHIEF ADVOCACY OFFICER

    Total calculated
    $326,852
    From this org
    $263,040
    From related orgs
    $0
    Other
    $63,812
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,014
    Bonus
    $15,500
    Other
    $37,526
    Deferred
    $16,200
    Nontaxable benefits
    $47,612
    Filer's total
    $326,852

  • EDDIE RIVERA

    CHIEF FINANCIAL OFFICER

    Total calculated
    $269,613
    From this org
    $219,873
    From related orgs
    $0
    Other
    $49,740
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,522
    Bonus
    $3,000
    Other
    $36,351
    Deferred
    $23,292
    Nontaxable benefits
    $26,448
    Filer's total
    $269,613

  • CHRISTOPHER LORENCE

    EXECUTIVE DIRECTOR CU AWARENESS LLC

    Total calculated
    $476,118
    From this org
    $416,897
    From related orgs
    $0
    Other
    $59,221
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $323,681
    Bonus
    $43,527
    Other
    $49,689
    Deferred
    $27,000
    Nontaxable benefits
    $32,221
    Filer's total
    $476,118

  • RICHARD GOSE

    CHIEF POLITICAL OFFICER

    Total calculated
    $402,367
    From this org
    $329,085
    From related orgs
    $0
    Other
    $73,282
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,365
    Bonus
    $3,000
    Other
    $35,720
    Deferred
    $26,760
    Nontaxable benefits
    $46,522
    Filer's total
    $402,367

  • MICHAEL SCHENK

    DEPUTY CHIEF ADVOCACY OFFICER

    Total calculated
    $324,770
    From this org
    $275,601
    From related orgs
    $0
    Other
    $49,169
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,649
    Bonus
    $3,000
    Other
    $31,952
    Deferred
    $25,221
    Nontaxable benefits
    $23,948
    Filer's total
    $324,770

  • JONATHAN IHRIG

    CHIEF COMPLIANCE OFFICER

    Total calculated
    $321,256
    From this org
    $278,186
    From related orgs
    $0
    Other
    $43,070
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,396
    Bonus
    $3,000
    Other
    $24,790
    Deferred
    $23,388
    Nontaxable benefits
    $19,682
    Filer's total
    $321,256

  • SUSAN PARISI

    CHIEF CORPORATE COUNCIL

    Total calculated
    $319,234
    From this org
    $267,589
    From related orgs
    $0
    Other
    $51,645
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,499
    Bonus
    $3,000
    Other
    $49,090
    Deferred
    $27,697
    Nontaxable benefits
    $23,948
    Filer's total
    $319,234

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)

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 (THAT MEET A CERTAIN SALARY GRADE) AND IS TREATED AS TAXABLE COMPENSATION.
PART I, LINE 4B
CREDIT UNION NATIONAL ASSOCIATION PROVIDES A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO ELIGIBLE EMPLOYEES. DURING 2022, JAMES NUSSLE, JILL TOMALIN, TODD SPICZENSKI, AND GREG MICHLIG 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
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202313189349306146

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

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