2024-04-01T09:02:39-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2023-01-01 954573503 AMERICAN CREDIT UNION MORTGAGE ASSN AMER 8774422862 6907 UNIVERSITY AVENUE 331 MIDDLETON WI 53562 PETER BENJAMIN PRESIDENT 8774422862 2024-03-27 1 PETER BENJAMIN 999009999 0 KIMBERLY ANDERSON P00188889 6086628600 2024-03-27 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z PETER BENJAMIN 6907 UNIVERSITY AVENUE 331 MIDDLETON WI 53562 2472257 0 X WWW.ACUMA.ORG X 1996 CA TO PROMOTE REAL ESTATE LENDING IN THE CREDIT UNION INDUSTRY 9 9 4 9 76400 6630 0 0 2156769 2461511 639 9061 756 1685 2158164 2472257 0 500 0 0 852969 944340 0 0 0 1262035 1221616 2115004 2166456 43160 305801 1379552 1487556 374249 176452 1005303 1311104 X TO PROMOTE REAL ESTATE LENDING IN THE CREDIT UNION INDUSTRY. 0 1 THE ORGANIZATION HELD TWO ONE-DAY SUMMIT ROUNDTABLES, TWO TWO-DAY WORKSHOPS, AND ONE ANNUAL CONFERENCE FOR ITS MEMBERS. THE ORGANIZATION PROVIDED 40+ VIRTUAL LEARNING OPPORTUNITIES FOR ITS MEMBERS. ACUMA PUBLISHED TWO FULL COLOR MAGAZINES FOR ITS MEMBERS AND FOR THE TOP 2,000 CREDIT UNIONS. ACUMA DISCONTINUED PUBLISHING ITS MAGAZINE AND ISSUED ITS FINAL COPY ON AUGUST 2023. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 4 1 1 1 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 1 0 0 CA X PETER BENJAMIN 2404189866 6907 UNIVERSITY AVE 331 MIDDLETON WI 53562 PETER BENJAMIN PRESIDENT 40.00 X 324945 0 24373 KRISTA KORFMACHER DIRECTOR OF EVENTS 40.00 X 151789 0 18661 JUSTIN HAWKINS DIRECTOR OF MARKETING 40.00 X 111854 0 19646 AMY MOSER CHAIR 2.00 X X 0 0 0 ALISSA SYKES-TULLOCH VICE CHAIR 1.00 X X 0 0 0 JASON SASENA TREASURER 0.50 X X 0 0 0 BERNIE CHAVIRA SECRETARY 0.50 X X 0 0 0 JULIE BOWERING DIRECTOR 0.50 X 0 0 0 PAM DAVIS DIRECTOR 0.50 X 0 0 0 VINCE SALINAS DIRECTOR 0.50 X 0 0 0 BARRY STRICKLIN DIRECTOR 0.50 X 0 0 0 MARK WILBURN DIRECTOR 0.50 X 0 0 0 588588 0 62680 3 0 1 0 0 SPONSORSHIPS 611430 1429823 1429823 MEMBERSHIP DUES 900099 564888 564888 CONFERENCE REVENUE 611430 390400 390400 PERIODICAL ADVERTISING 513120 76400 76400 2461511 9061 9061 MISCELLANEOUS REVENUE 900099 1685 1685 1685 2472257 2386796 76400 9061 500 349318 425568 17836 104706 46912 3610 56636 106567 18343 16692 57230 54875 758884 4093 PRINTING AND PUBLICATIO 65670 DUES AND SUBSCRIPTIONS 13681 CREDIT CARD FEES 8881 EDUCATION AND RESEARCH 708 55746 2166456 763734 941054 398558 406724 165024 33922 52236 105856 1379552 1487556 162899 144952 211350 31500 374249 176452 X 1005303 1311104 1005303 1311104 1379552 1487556 305801 0 X 0 0 0 0 1 0 0 0 0 PETER BENJAMIN PRESIDENT 260145 0 64800 0 0 0 19372 0 5001 0 349318 0 0 0 KRISTA KORFMACHER DIRECTOR OF EVENTS 123789 0 28000 0 0 0 8547 0 10114 0 170450 0 0 0 FORM 990, PART III, LINE 3 CEASED PUBLICATION OF PHYSICAL MAGAZINES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO HAVE THE RIGHT TO ELECT MEMBERS OF THE ORGANIZATION'S GOVERNING BODY AND WHO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. THERE ARE TWO CLASSES OF MEMBERSHIP: PRIMARY MEMBERSHIP AND AFFILIATE MEMBERSHIP. THE MEMBERS OF THE CLASSES OF MEMBERSHIP HAVING VOTING RIGHTS SHALL BE ENTITLED TO VOTE, AS SET FORTH IN THE BYLAWS, ON THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, ON ANY MERGER AND ITS PRINCIPAL TERMS AND ANY AMENDMENT OF THOSE TERMS, ON ANY ELECTION TO DISSOLVE THE CORPORATION, ON AN AMENDMENT TO THE ARTICLES OF INCORPORATION, EXCEPT AS OTHERWISE SPECIFIED IN THE CALIFORNIA NONPROFIT CORPORATIONS LAW; AND ON THE ADDITION, AMENDMENT OR REPEAL OF THE BYLAWS, EXCEPT AS OTHERWISE SPECIFIED IN THE CALIFORNIA NONPROFIT CORPORATION LAW. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE CLASSES OF MEMBERSHIP HAVING VOTING RIGHTS SHALL BE ENTITLED TO VOTE, AS SET FORTH IN THE BYLAWS, ON THE ELECTION OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF THE CLASSES OF MEMBERSHIP HAVING VOTING RIGHTS SHALL BE ENTITLED TO VOTE, AS SET FORTH IN THE BYLAWS, ON THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, ON ANY MERGER AND ITS PRINCIPAL TERMS AND ANY AMENDMENT OF THOSE TERMS, ON ANY ELECTION TO DISSOLVE THE CORPORATION, ON AN AMENDMENT TO THE ARTICLES OF INCORPORATION, EXCEPT AS OTHERWISE SPECIFIED IN THE CALIFORNIA NONPROFIT CORPORATIONS LAW; AND ON THE ADDITION, AMENDMENT OR REPEAL OF THE BYLAWS, EXCEPT AS OTHERWISE SPECIFIED IN THE CALIFORNIA NONPROFIT CORPORATION LAW. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE 990 ARE PROVIDED TO THE PRESIDENT WHO THEN PRESENTS THEM TO THE GOVERNING BODY AT THE NEXT SCHEDULED MEETING. THE GOVERNING BODY WILL THEN VOTE ON WHETHER TO ACCEPT THE 990. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED TO COMPLY WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST THEY MAY HAVE WITH THE ORGANIZATION. IF A CONFLICT EXISTS, THE RESPECTIVE OFFICER OR DIRECTOR WILL ABSTAIN FROM ANY RELATED DISCUSSION, VOTE OR SIMILAR ACTION ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT'S SALARY IS ESTABLISHED IN THE EMPLOYMENT CONTRACT, WHICH IS APPROVED BY THE BOARD OF DIRECTORS. THE BOARD COMPLETES AN ANNUAL PERFORMANCE REVIEW AND APPROVES A MERIT SALARY INCREASE IF APPLICABLE. FORM 990, PART VI, SECTION C, LINE 19 ACUMA'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST THROUGH EMAIL OR AT OUR ANNUAL MEETING.