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CREDIT UNION EXECUTIVES SOCIETY

EIN 39-1351028 MADISON, WI

Browse the largest nonprofits in Wisconsin

Revenue 2024
$13,548,239
Expenses 2024
$13,387,432

As filed

Subsection
06
Classification
2000
Street
2601 CROSSROADS DR STE 105

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).

Group exemption

The central organization of an IRS group exemption (group number 9486), covering 7 subordinate organizations. matched by us

The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.

Mission and programs · 2024

Mission

CREDIT UNION EXECUTIVES SOCIETY, INC. (CUES) IS AN INTERNATIONAL MEMBERSHIP ORGANIZATION OF CREDIT UNION CEOS, THEIR DIRECT REPORTS, AND FUTURE LEADER CREDIT UNION EMPLOYEES. CUES' MISSION IS TO EDUCATE AND DEVELOP CREDIT UNION CEOS, DIRECTORS, AND FUTURE LEADERS.

Activities or mission (Part I)

TO EDUCATE AND DEVELOP CREDIT UNION CEOS, DIRECTORS AND FUTURE LEADERS

  • CONFERENCES, SPECIALTY MEETINGS, SEMINARS, AND INSTITUTES CONFERENCES - ANNUAL EVENTS, ORGANIZED AROUND A THEME, FUNCTIONAL ELEMENT OF A CREDIT UNION, OR A SPECIFIC AUDIENCE. CUES CONFERENCES MAY INCLUDE AN EXHIBIT PROGRAM AND ATTRACT ANYWHERE FROM 250 TO 1,500 ATTENDEES. THEY TYPICALLY RUN THREE TO FOUR DAYS IN LENGTH.SPECIALTY MEETINGS - ANNUAL EVENTS AIMED AT A SPECIFIC AUDIENCE OR THEME. THEY ARE USUALLY FOUR DAYS IN LENGTH AND HAVE APPROXIMATELY 100 ATTENDEES.SEMINARS - CUES SEMINAR SERIES ARE RECURRENT EVENTS SCHEDULED AT DIFFERENT TIMES THROUGHOUT THE YEAR, EXPLORING A SINGLE TOPIC OR FUNCTIONAL AREA OF MANAGEMENT IN GREAT DEPTH AND DETAIL. THE FORMAT COMBINES LECTURE, DISCUSSION, AND WORK ASSIGNMENTS IN A HIGHLY INTERACTIVE WORKSHOP SETTING. SEMINARS RUN ONE TO THREE DAYS AND ATTENDANCE IS LIMITED TO APPROXIMATELY 50 PARTICIPANTS PER SEMINAR.INSTITUTES - INSTITUTES ARE ANNUAL, HIGH-LEVEL OFFERINGS DEVELOPED BYTHE CUES UNIVERSITY CONSORTIUM FACULTY AND CUES MEMBER ADVISORY GROUPAND STAFF. MOST CUES INSTITUTES ARE MULTI-TIER, WEEK-LONG PROGRAMS.GRADUATES FROM EACH OF THESE PROGRAMS MAY APPLY FOR A DESIGNATION FROMCUES CERTIFICATIONS PROGRAM RECOGNIZING THEIR ACHIEVEMENT.

  • OTHER PRODUCTS AND SERVICES:CUES MEMBERSHIP - INTERNATIONAL ORGANIZATION DESIGNED EXCLUSIVELY FOR CREDIT UNION EXECUTIVES WITH A WIDE ARRAY OF BENEFITS FOR THE MEMBERS CAREER AND THE CREDIT UNION.CUES-NET - CUES MEMBERS SUBSCRIBE FREE OF CHARGE TO THIS E-MAIL NETWORKING SERVICE TO DISCUSS TIMELY ISSUES WITH OTHER MEMBER SUBSCRIBERS.CUES ON THE INTERNET - 24-HOUR ON-LINE ACCESS TO CUES POWERFULRESOURCES. SCAN IMPORTANT CUES NEWS, POST LISTINGS OF AVAILABLE CREDITUNION JOBS, AND ESTABLISH FREE LINKS TO CREDIT UNION HOME PAGES. THECUES WEBSITE OFFERS A VARIETY OF INTERACTIVE AREAS, PROVIDING ACONVENIENT SOURCE OF INFORMATION, NETWORKING WITH PEERS, AND AMEMBERS-ONLY ARCHIVE OF QUESTIONS AND ANSWERS FROM CUES-NET.CUES COUNCILS - GROUPS OF CUES MEMBERS WHO PROVIDE PEER SUPPORT ANDCLOSE-TO-HOME PROFESSIONAL DEVELOPMENT. ADVANCE CAREER CAPABILITIES ONA CONVENIENT REGIONAL LEVEL.RECOGNITION PROGRAMS - AS PART OF OUR COMMITMENT TO PROFESSIONALDEVELOPMENT, CUES PROVIDES THE OPPORTUNITY FOR RECOGNITION AMONG PEERSBY OFFERING A VARIETY OF DISTINGUISHED AWARDS INCLUDING CUES EXECUTIVEOF THE YEAR, CUES MARKETER OF THE YEAR, CUES OPERATIONS PROFESSIONAL OFTHE YEAR, DIRECTOR OF THE YEAR, AND THE PRESTIGIOUS CUES GOLDEN MIRRORAWARDS.ONLINE PUBLICATIONS & SERVICES - DEALING WITH VARIOUS TOPICS -GENERAL MANAGEMENT, BOARD DEVELOPMENT, STRATEGIC PLANNING, HUMANRESOURCES, FINANCE, MARKETING, OPERATIONS, AND LENDING.

  • ONLINE PUBLICATIONS:CREDIT UNION MANAGEMENT MAGAZINE - INFORMATIVE PUBLICATION DEVOTED EXCLUSIVELY TO TOP CREDIT UNION EXECUTIVES. FILLED WITH TIMELY AND RELEVANT TOPICS IN THE AREAS OF GENERAL MANGEMENT, MARKETING, OPERATIONS, AND HUMAN RESOURCES.

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.

  • Richard Romero

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    5
  • Mark Robnett

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5
  • Gerry Agnes

    TREASURER

    Total calculated
    $0
    Hours/week
    5
  • Jennifer Binkley

    SECRETARY

    Total calculated
    $0
    Hours/week
    5
  • Kelly Marshall

    DIRECTOR/IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    5
  • Deonne Christensen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Tiffany Ford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Stephanie Propps

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Jim Hayes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Jerry Saalsaa

    SVP/CHIEF OPERATIONS OFFICER

    Total calculated
    $297,259
    From this org
    $255,158
    From related orgs
    $0
    Other
    $42,101
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,158
    Bonus
    $0
    Other
    $0
    Deferred
    $15,796
    Nontaxable benefits
    $26,305
    Filer's total
    $297,259
  • Dawn Abely

    SVP/CHIEF SALES & MEMBER R

    Total calculated
    $332,481
    From this org
    $281,650
    From related orgs
    $0
    Other
    $50,831
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,650
    Bonus
    $0
    Other
    $0
    Deferred
    $16,512
    Nontaxable benefits
    $34,319
    Filer's total
    $332,481
  • Tony Hill

    SVP/CHIEF MARKETING OFFICER

    Total calculated
    $224,879
    From this org
    $205,492
    From related orgs
    $0
    Other
    $19,387
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,492
    Bonus
    $0
    Other
    $0
    Deferred
    $11,928
    Nontaxable benefits
    $7,459
    Filer's total
    $224,879
  • Heather McKissick

    PRESIDENT/CEO

    Total calculated
    $479,089
    From this org
    $428,447
    From related orgs
    $0
    Other
    $50,642
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $428,447
    Bonus
    $0
    Other
    $0
    Deferred
    $11,369
    Nontaxable benefits
    $39,273
    Filer's total
    $479,089
  • Curt Weier

    VP FINANCE

    Total calculated
    $157,753
    From this org
    $139,680
    From related orgs
    $0
    Other
    $18,073
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,680
    Bonus
    $0
    Other
    $0
    Deferred
    $8,599
    Nontaxable benefits
    $9,474
    Filer's total
    $157,753
  • Chad Helminak

    VP TALENT DEVELOPMENT PROGRAMMING

    Total calculated
    $156,470
    From this org
    $137,853
    From related orgs
    $0
    Other
    $18,617
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,853
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,617
    Filer's total
    $156,470
  • Joette Mitchell-Miller

    VP/EXECUTIVE EDUCATIONS

    Total calculated
    $158,979
    From this org
    $127,500
    From related orgs
    $0
    Other
    $31,479
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,500
    Bonus
    $0
    Other
    $0
    Deferred
    $8,171
    Nontaxable benefits
    $23,308
    Filer's total
    $158,979
  • Carolyn Cereghino

    VP/ SALES & MEMBER RELATIONS

    Total calculated
    $163,224
    From this org
    $138,306
    From related orgs
    $0
    Other
    $24,918
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,306
    Bonus
    $0
    Other
    $0
    Deferred
    $8,611
    Nontaxable benefits
    $16,307
    Filer's total
    $163,224
  • Russell Evans

    VP/SALES & MEMBER RELATIONS

    Total calculated
    $176,102
    From this org
    $136,163
    From related orgs
    $0
    Other
    $39,939
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $136,163
    Bonus
    $0
    Other
    $0
    Deferred
    $8,235
    Nontaxable benefits
    $31,704
    Filer's total
    $176,102

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
    $13,548,239
    Expenses
    $13,387,432
    Contributions
    $0
    Grants paid
    $19,825
  • 2023
    Revenue
    $13,170,693
    Expenses
    $13,049,393
    Contributions
    $0
    Grants paid
    $22,500
  • 2022
    Revenue
    $12,811,380
    Expenses
    $12,762,860
    Contributions
    $768,438
    Grants paid
    $10,050

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
    $11,726,194
    Expenses
    $11,642,850
    Assets (EOY)
    $8,321,099
  • 2020 · 990

    Revenue
    $10,935,320
    Expenses
    $10,520,744
    Assets (EOY)
    $8,843,524
  • 2019 · 990

    Revenue
    $8,382,180
    Expenses
    $9,427,759
    Assets (EOY)
    $6,773,475
  • 2018 · 990

    Revenue
    $12,773,298
    Expenses
    $12,553,522
    Assets (EOY)
    $8,390,380
  • 2017 · 990

    Revenue
    $12,557,538
    Expenses
    $12,847,995
    Assets (EOY)
    $7,985,545
  • 2016 · 990

    Revenue
    $12,756,556
    Expenses
    $12,328,193
    Assets (EOY)
    $7,980,938
  • 2015 · 990

    Revenue
    $12,286,357
    Expenses
    $12,946,384
    Assets (EOY)
    $6,488,120
  • 2014 · 990

    Revenue
    $12,010,518
    Expenses
    $12,709,537
    Assets (EOY)
    $7,543,945
  • 2013 · 990

    Revenue
    $12,036,749
    Expenses
    $12,530,470
    Assets (EOY)
    $8,218,353
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $11,117,158
    Assets (EOY)
    $7,689,425

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.

Form 990-N e-Postcard, tax year 2021

Tax period
1 October 2021 to 30 September 2022
Principal officer
Angela Hanson
Mailing address
5510 Research Park DrMadison WI 53711

As filed, from the IRS e-Postcard file of 2 November 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

Grants made

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

  • CREDIT UNION EXECUTIVES SOCIETY CANADA

    501(C)(6) · PROFESSIONAL MANAGEMENT AND DEVELOPMENT TRAINING · CA · controlled entity

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 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.