2024-02-20T13:41:53-06:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2022-10-01 391351028 CREDIT UNION EXECUTIVES SOCIETY INC CRED 6082712664 2601 CROSSROADS DRIVE 105 MADISON WI 53718 JERRY SAALSAA SVP/CAO 6082712664 2024-02-16 1 JERRY SAALSAA 999009999 1 LAURA SCHWEITZER CPA P01760010 6086628600 2024-02-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JERRY SAALSAA 2601 CROSSROADS DRIVE 105 MADISON WI 53718 12811380 0 X WWW.CUES.ORG X 1980 WI TO EDUCATE AND DEVELOP CREDIT UNION CEOS, DIRECTORS AND FUTURE LEADERS 9 9 57 9 730660 0 764466 768438 10725984 11737799 163411 198779 72333 106364 11726194 12811380 24 10050 0 0 4987041 5134127 0 0 0 6655785 7618683 11642850 12762860 83344 48520 8321099 10040973 6962663 8679914 1358436 1361059 X 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. 0 0 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. DUE TO COVID, CUES HELD THEIR FIRST ONLINE INSTITUTE PROGRAM. 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.PUBLICATIONS AND ON-LINE SERVICES - DEALING WITH VARIOUS TOPICS -GENERAL MANAGEMENT, BOARD DEVELOPMENT, STRATEGIC PLANNING, HUMANRESOURCES, FINANCE, MARKETING, OPERATIONS, AND LENDING. MAGAZINES AND 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. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 66 0 57 1 1 1 1 CA 0 0 1 1 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 1 1 0 0 1 1 1 1 0 X JERRY SAALSAA 6082712664 2601 CROSSROADS DR SUITE 105 MADISON WI 53708 JOHN PEMBROKE PRESIDENT/CEO 40.00 X 438001 0 29137 STEPHANIE TEUBNER DIRECTOR 5.00 X 0 0 0 JERRY SAALSAA SVP/CHIEF ADMINISTRATIVE OFFICER 40.00 X 264791 0 26974 DAWN ABELY SVP/CHIEF SALES & MEMBER R 40.00 X 269526 0 18445 CHRISTOPHER STEVENSON SVP/CHIEF LEARNING OFFICER 40.00 X 199662 0 24957 TONY HILL SVP/CHIEF MARKETING OFFICER 40.00 X 185418 0 6515 CAROLYN CEREGHINO VP/SALES & MEMBER RELATIONS 40.00 X 166065 0 14984 TONY COVINGTON VP OF BUSINESS DEVELOPMENT/TALENTED 40.00 X 138877 0 4918 RUSSELL EVANS VP/SALES & MEMBER RELATIONS 40.00 X 132228 0 32592 JOETTE MITCHELL-MILLER VP/EXECUTIVE EDUCATIONS 40.00 X 124390 0 22211 JIMESE HARKLEY VP OF MEMBERSHIP 40.00 X 122381 0 32225 RICHARD ROMERO BOARD CHAIR 5.00 X X 0 0 0 MARK ROBNETT VICE CHAIR 5.00 X X 0 0 0 GERRY AGNES TREASURER 5.00 X X 0 0 0 JENNIFER BINKLEY SECRETARY 5.00 X X 0 0 0 KELLY MARSHALL DIRECTOR/IMMEDIATE PAST CHAIR 5.00 X 0 0 0 JIM HAYES DIRECTOR 5.00 X 0 0 0 TIFFANY FORD DIRECTOR 5.00 X 0 0 0 DEONNE CHRISTENSEN DIRECTOR 5.00 X 0 0 0 2041339 0 212958 15 0 1 0 QUANTUM GOVERNANCE 677 OLD HUNT WAY HERNDON VA 20170 BOARD GOVERNANCE CONSULTING 126875 1 768438 768438 EXECUTIVE EDUCATION AND MEETINGS 541610 5849776 5849776 MEMBERSHIP DUES 900099 4447809 4447809 PRODUCTS AND SERVICES 541610 709175 709175 PUBLICATIONS ADVERTISING 541800 389418 389418 INTERNET ADVERTISING 541800 341242 341242 379 379 11737799 198779 198779 47005 47005 PROCESSING FEES 900099 29681 29681 MISC INCOME 900099 29678 29678 59359 12811380 11066498 730660 245784 X 10050 1360996 2980454 127868 349643 315166 14329 36220 5963 1739516 165550 266348 4231 66729 461891 3537090 638393 30102 REPAIRS & MAINTENANCE 263899 MEDIA 142626 PUBLIC RELATIONS 89702 STAFF DEVELOPMENT 42013 114081 12762860 1113860 748617 2439033 2404366 465413 153025 8974 0 1724936 1814925 7233098 5331894 1847464 1901204 611425 2566236 109994 109994 0 342606 8321099 10040973 993965 1595035 5357273 6117027 611425 967852 6962663 8679914 X 1358436 1361059 1358436 1361059 8321099 10040973 48520 -45897 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 35930 18511 17419 602820 556973 45847 6594348 4756410 1837938 1901204 DEFERRED COMPENSATION 625114 RIGHT OF USE LIABILITY 342738 967852 0 ST MARKS UNITED METHODIST CHURCH 8441 S SAINT LAWRENCE AVE CHICAGO IL 60619 501(C)(3) 10000 0 JOHN PEMBROKE MEMORIAL FUND 1 0 PART I, LINE 2: ORGANIZATION DOES NOT TYPICALLY GIVE OUT GRANTS. GRANT WAS GIVEN THIS YEAR TO A MEMORIAL FUND IN HONOR OF THE LATE CEO JOHN PEMBROKE. THERE ARE NO PLANS TO MAKE GRANTS INTO THE FUTURE. X X X 1 1 X X X X X 1 1 0 JOHN PEMBROKE PRESIDENT/CEO 429693 0 0 0 8308 0 8942 0 20195 0 467138 0 0 0 JERRY SAALSAA SVP/CHIEF ADMINISTRATIVE OFFICER 264791 0 0 0 0 0 8168 0 18806 0 291765 0 0 0 DAWN ABELY SVP/CHIEF SALES & MEMBER R 262526 0 0 0 7000 0 7699 0 10746 0 287971 0 0 0 CHRISTOPHER STEVENSON SVP/CHIEF LEARNING OFFICER 199662 0 0 0 0 0 6071 0 18886 0 224619 0 0 0 TONY HILL SVP/CHIEF MARKETING OFFICER 185418 0 0 0 0 0 5533 0 982 0 191933 0 0 0 CAROLYN CEREGHINO VP/SALES & MEMBER RELATIONS 166065 0 0 0 0 0 5036 0 9948 0 181049 0 0 0 RUSSELL EVANS VP/SALES & MEMBER RELATIONS 132228 0 0 0 0 0 3991 0 28601 0 164820 0 0 0 JIMESE HARKLEY VP OF MEMBERSHIP 122381 0 0 0 0 0 3690 0 28535 0 154606 0 0 0 PART I, LINE 1A TRAVEL FOR COMPANIONS IS ONLY ALLOWED FOR THE CEO AND ONLY FOR HIS SPOUSE TO TRAVEL WITH HIM TO THE ANNUAL BOARD MEETING. THE COMPANION TRAVEL AMOUNT IS NOT INCLUDED ON HIS W-2. TAX INDEMNIFICATION/GROSS UP PAYMENTS IS IN RELATION TO LIFE INSURANCE PREMIUMS WHICH ARE GROSSED UP AND INCLUDED ON THE EMPLOYEE'S W-2. ALL EMPLOYEES ARE ELIGIBLE FOR LIFE INSURANCE. PART I, LINES 4A-B FOR CALENDAR YEAR 2022, TONY COVINGTON RECEIVED SEVERANCE PAYMENTS OF $16,899. FOR CALENDAR YEAR 2022, JOHN PEMBROKE MADE CONTRIBUTIONS OF $6,955.44 TO A CUES OWNED 457B PLAN. FORM 990, PART VI, SECTION A, LINE 6 CUES IS AN INDIVIDUAL MEMBERSHIP ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A CUES BOARD MEMBERS ARE ELECTED BY MEMBERSHIP THROUGH A VOTING PROCESS. FORM 990, PART VI, SECTION A, LINE 7B CUES' VOTING PROCESS REQUIRES MEMBERSHIP APPROVAL AND ANY DECISION TO DISSOLVE THE ORGANIZATION WOULD REQUIRE MEMBERSHIP APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE VP OF FINANCE, SVP/CAO AND CEO BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS ANNUALLY ASAE COMPENSATION BENCHMARKS IN RELATION TO COMPARABLE PACKAGES & COMPARABLE SIZE ORGANIZATIONS. ONCE THE COMMITTEE ESTABLISHES COMPENSATION FOR THE YEAR, THEN COMPENSATION RECOMMENDATION IS TAKEN TO THE BOARD FOR APPROVAL & IMPLEMENTATION. PEARL MEYER IS OUR OUTSIDE RESEARCH & CONSULTING FIRM FOR COMPENSATION. THEY LEVERAGE ASSOCIATION BASED COMPENSATION SURVEYS AND FROM THAT THEY CAN BENCHMARK SALARY DATA FOR SIMILAR POSITIONS AT CUES. THE INDIVIDUALS INVOLVED INCLUDE CEO, HEAD OF FINANCE & HR, AND SUPERVISORS. SUPERVISORS REVIEW THE DATA AND MAKE RECOMMENDATIONS FOR THEIR STAFF THAT IS APPROVED BY CEO, HEAD OF FINANCE & HR. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 CUES MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE POSTED FOR MEMBERS TO SEE ON ITS WEBSITE. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES 1,640,210. OTHER FEES 99,306. CREDIT UNION EXECUTIVES SOCIETY CANADA 13601 N VICTORIA SUMMERLAND BC CA V0H 1Z0 999999999 PROFESSIONAL MANAGEMENT AND DEVELOPMENT TRAINING CA 501(C)(6) CREDIT UNION EXECUTIVES SOCIETY INC 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0