- 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.
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SOUTHERN CALIFORNIA NEVADA COUNCIL
CREDIT UNION EXECUTIVES SOCIETY EIN 36-3919364 LAKE FOREST, CA
-
ROCKY MOUNTAIN COUNCIL
CREDIT UNION EXECUTIVES SOCIETY EIN 36-3919359 ARVADA, CO
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HAWAII RAINBOW COUNCIL
CREDIT UNION EXECUTIVES SOCIETY EIN 36-3919339 HONOLULU, HI
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IOWA C U E S COUNCIL
CREDIT UNION EXECUTIVES SOCIETY EIN 42-1255807 WDM, IA
-
MICHIGAN COUNCIL
CREDIT UNION EXECUTIVES SOCIETY EIN 36-3919343 SOUTHFIELD, MI
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NEW ENGLAND CUES COUNCIL
CREDIT UNION EXECUTIVES SOCIETY EIN 06-0968359 MANCHESTER, NH
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DELAWARE VALLEY COUNCIL
CREDIT UNION EXECUTIVES SOCIETY EIN 36-3919336 WYOMISSING, PA
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.
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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.
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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.
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Richard RomeroRICHARD ROMERO
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Mark RobnettMARK ROBNETT
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Gerry AgnesGERRY AGNES
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Jennifer BinkleyJENNIFER BINKLEY
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Kelly MarshallKELLY MARSHALL
DIRECTOR/IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Deonne ChristensenDEONNE CHRISTENSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Tiffany FordTIFFANY FORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Stephanie ProppsSTEPHANIE PROPPS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Jim HayesJIM HAYES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Jerry SaalsaaJERRY 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 AbelyDAWN 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 HillTONY 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 McKissickHEATHER 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 WeierCURT 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 HelminakCHAD 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-MillerJOETTE 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
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Carolyn CereghinoCAROLYN 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
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Russell EvansRUSSELL 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
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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
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NATIONAL CREDIT UNION FOUNDATION
$15,000
2023 LAHAINA FIRE RELIEF
-
$12,500
2024 CU RESEARCH
-
ST MARKS UNITED METHODIST CHURCH
$10,000
2022 JOHN PEMBROKE MEMORIAL FUND
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KAUAI FCU
$7,325
2024 GENERAL OPERATING SUPPORT
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.