- Revenue 2024
- $103,908,424
- Expenses 2024
- $101,362,458
As filed
- Subsection
- 06
- NTEE code
- S41
- Classification
- 2000
- Street
- 4703 MADISON YARDS WAY STE 300
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Other organizations at this address
1 other organization in the IRS Business Master File lists the same street address. matched by us
This address is a suite or unit (STE 300). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
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NATIONAL CREDIT UNION FOUNDATION INC
EIN 39-1383650
Mission and programs · 2024
Mission
CREDIT UNION NATIONAL ASSOCIATION, INC. D/B/A AMERICA'S CREDIT UNIONS 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.
Activities or mission (Part I)
CREDIT UNION NATIONAL ASSOCIATION, INC. D/B/A AMERICA'S CREDIT UNIONS 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.
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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.
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SALES & MARKETING, CU DEVELOPMENT
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Pat PiercePAT PIERCE
CHAIR
- Total calculated
- $0
- Hours/week
- 10
-
Karen HarbinKAREN HARBIN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 10
-
Jim MorrellJIM MORRELL
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Keith SultemeierKEITH SULTEMEIER
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Brian SchoolsBRIAN SCHOOLS
DIRECTOR & IMM PAST CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Amy SinkAMY SINK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Day MatthewsDAY MATTHEWS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Fred RobinsonFRED ROBINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Gary GrinnellGARY GRINNELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Jeff OlsonJEFF OLSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Lisa GinterLISA GINTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Lonnie NicholsonLONNIE NICHOLSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Lori HerrickLORI HERRICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Melanie KennedyMELANIE KENNEDY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Nader MoghaddamNADER MOGHADDAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
James NussleJAMES 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 BergerB 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 SalserRANDAL 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 TomalinJILL 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 DemangoneANTHONY 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 SpiczenskiTODD 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 SmallMEGHAN 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 RiveraEDDIE 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 HuntCARRIE 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 MesackGREGORY 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
The first 25 listed. 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, and on a Form 990-PF Part VIII's — 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $103,908,424
- Expenses
- $101,362,458
- Contributions
- $2,649,340
- Grants paid
- $400,000
-
2023
- Revenue
- $87,031,081
- Expenses
- $78,422,678
- Contributions
- $7,620,242
- Grants paid
- $400,000
-
2022
- Revenue
- $69,989,850
- Expenses
- $77,945,362
- Contributions
- $1,718,984
- Grants paid
- $400,000
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $69,543,852
- Expenses
- $74,906,415
- Assets (EOY)
- $67,388,582
-
2020 · 990
- Revenue
- $67,955,643
- Expenses
- $77,774,502
- Assets (EOY)
- $70,741,482
-
2019 · 990
- Revenue
- $100,129,632
- Expenses
- $69,535,864
- Assets (EOY)
- $86,055,727
-
2018 · 990
- Revenue
- $72,105,564
- Expenses
- $70,985,850
- Assets (EOY)
- $54,169,627
-
2017 · 990
- Revenue
- $57,708,021
- Expenses
- $58,947,616
- Assets (EOY)
- $46,643,924
-
2016 · 990
- Revenue
- $57,190,179
- Expenses
- $54,856,288
- Assets (EOY)
- $45,902,398
-
2015 · 990
- Revenue
- $59,451,652
- Expenses
- $55,754,682
- Assets (EOY)
- $41,729,436
-
2014 · 990
- Revenue
- $57,298,433
- Expenses
- $55,722,866
- Assets (EOY)
- $38,511,173
-
2013 · 990
- Revenue
- $55,606,615
- Expenses
- $53,595,992
- Assets (EOY)
- $35,785,801
-
2012 · 990
- Revenue
- not reported
- Expenses
- $51,702,214
- Assets (EOY)
- $31,349,738
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
National Credit Union Foundation
$400,000
2023 General Support
-
NATIONAL CREDIT UNION FOUNDATION
$400,000
2024 GENERAL SUPPORT
-
NATIONAL CREDIT UNION FOUNDATION
$400,000
2022 GENERAL SUPPORT
Grants received
-
LEAGUE OF SOUTHEASTERN CREDIT UNIONS
$201,074
2023 GENERAL OPERATING SUPPORT
-
$118,468
2024 Operating Grant
-
2024 POLITICAL EXPENDITURES
-
2023 POLITICAL EXPENDITURES
-
2022 POLITICAL EXPENDITURES
-
$50,000
2022 TO PROVIDE ASSISTANCE TO CREDIT UNIONS THROUGH ISSUE ADVOCACY
-
2023 GENERAL SUPPORT
-
2024 GENERAL SUPPORT
-
$18,000
2022 GENERAL SUPPORT
-
$17,009
2024 CONTRIBUTION TO THE CUNA NATIONAL ADVOCACY FUND
The 10 largest by cash amount. The API serves every itemized grant.
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Disregarded entities on its 2024 return
-
CU AWARENESS LLC
AWARENESS INITIATIVE PROGRAM MANAGEMENT, DISSOLVED DURING 2024. · WI · income -$2,149,516 · assets $0
Related corporations and trusts on its 2024 return
-
CUNA STRATEGIC SERVICES INC
C · PRODUCTS & SERVICES PROVIDER FOR CREDIT UNIONS · WI · 52.22% owned · share of income $1,725,490 · share of assets $2,549,886
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.