2025-03-25T11:43:21-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2023-10-01 391351028 CREDIT UNION EXECUTIVES SOCIETY INC CRED 6082712664 2601 CROSSROADS DRIVE 105 MADISON WI 53718 JERRY SAALSAA SVP/CAO 6082712664 2025-03-20 1 1 LAURA SCHWEITZER CPA P01760010 6086628600 2025-03-17 2023 2025-03-06 01:10:19Z HEATHER MCKISSICK 2601 CROSSROADS DRIVE 105 MADISON WI 53718 13170693 0 X WWW.CUES.ORG X 1980 WI TO EDUCATE AND DEVELOP CREDIT UNION CEOS, DIRECTORS AND FUTURE LEADERS 9 9 56 9 656936 0 768438 0 11737799 12896792 198779 232477 106364 41424 12811380 13170693 10050 22500 0 0 5134127 5174848 0 0 0 7618683 7852045 12762860 13049393 48520 121300 10040973 10807727 8679914 8950377 1361059 1857350 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 0 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 89 0 1 56 1 1 1 1 CA 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X JERRY SAALSAA 6082712664 2601 CROSSROADS DR MADISON WI 53718 RICHARD ROMERO BOARD CHAIR 5.00 X X 0 0 0 MARK ROBNETT VICE CHAIR 5.00 X X 1500 0 0 GERRY AGNES TREASURER 5.00 X X 909 0 0 JENNIFER BINKLEY SECRETARY 5.00 X X 0 0 0 KELLY MARSHALL DIRECTOR/IMMEDIATE PAST CHAIR 5.00 X 0 0 0 DEONNE CHRISTENSEN DIRECTOR 5.00 X 2961 0 0 TIFFANY FORD DIRECTOR 5.00 X 0 0 0 STEPHANIE PROPPS DIRECTOR 5.00 X 0 0 0 JIM HAYES DIRECTOR 5.00 X 0 0 0 JERRY SAALSAA SVP/CHIEF ADMINISTRATIVE OFFICER 40.00 X 313904 0 41269 DAWN ABELY SVP/CHIEF SALES & MEMBER R 40.00 X 291962 0 40680 CHRISTOPHER STEVENSON SVP/CHIEF LEARNING OFFICER 40.00 X 233001 0 31370 TONY HILL SVP/CHIEF MARKETING OFFICER 40.00 X 211584 0 14336 HEATHER MCKISSICK PRESIDENT/CEO 40.00 X 152452 0 11487 RUSSELL EVANS VP/SALES & MEMBER RELATIONS 40.00 X 144476 0 39756 TRISH KRON DIRECTOR OF MEMBER RELATIONS - MIDWEST 40.00 X 157753 0 19301 KARI SWEENEY VP/SUPPLIER SOLUTIONS 40.00 X 126313 0 38566 JOETTE MITCHELL-MILLER VP/EXECUTIVE EDUCATIONS 40.00 X 130385 0 28937 CAROLYN CEREGHINO VP/SALES & MEMBER RELATIONS 40.00 X 131929 0 20063 1899129 0 285765 17 0 1 0 0 EXECUTIVE EDUCATION AND MEETINGS 541610 6827942 6827942 MEMBERSHIP DUES 900099 4611774 4611774 PRODUCTS AND SERVICES 541610 800140 800140 INTERNET ADVERTISING 541800 333014 333014 PUBLICATIONS ADVERTISING 541800 323922 323922 12896792 232477 232477 11692 11692 PROCESSING FEES 900099 28845 28845 MISC INCOME 900099 887 887 29732 13170693 12269588 656936 244169 X 22500 1427023 2893917 153860 379408 320640 44507 33235 10514 1984513 90350 296800 2780 97304 565078 3435857 640272 46451 REPAIRS & MAINTENANCE 213860 MEDIA 174066 STAFF DEVELOPMENT 63153 PUBLIC RELATIONS 38598 114707 13049393 748617 1011944 2404366 2419026 153025 149274 1814925 1336734 8227485 5972166 1901204 2255319 2566236 3053912 109994 300369 342606 281149 10040973 10807727 1595035 919061 6117027 7093732 967852 937584 8679914 8950377 X 1361059 1857350 1361059 1857350 10040973 10807727 121300 374991 0 X 0 1 X 1 0 0 1 0 35930 22104 13826 657587 590418 67169 7533968 5359644 2174324 2255319 DEFERRED COMPENSATION 650985 RIGHT OF USE LIABILITY 286599 937584 0 NATIONAL CREDIT UNION FOUNDATION 4703 MADISON YARDS WAY 300 MADISON WI 53705 391383650 501(C)(3) 15000 0 LAHAINA FIRE RELIEF 1 0 PART I, LINE 2: ORGANIZATION DOES NOT TYPICALLY GIVE OUT GRANTS. GRANT WAS GIVEN THIS YEAR TO NATIONAL CREDIT UNION FOUNDATION FOR LAHAINA FIRE. LAHAINA WAS WHERE THE CUES SYMPOSIUM EVENT WAS HELD IN FEBRUARY 2024. X 1 1 X X X X X 1 1 0 JERRY SAALSAA SVP/CHIEF ADMINISTRATIVE OFFICER 313904 0 0 0 0 0 17222 0 24047 0 355173 0 0 0 DAWN ABELY SVP/CHIEF SALES & MEMBER R 291962 0 0 0 0 0 15304 0 25376 0 332642 0 0 0 CHRISTOPHER STEVENSON SVP/CHIEF LEARNING OFFICER 233001 0 0 0 0 0 11337 0 20033 0 264371 0 0 0 TONY HILL SVP/CHIEF MARKETING OFFICER 211584 0 0 0 0 0 10423 0 3913 0 225920 0 0 0 RUSSELL EVANS VP/SALES & MEMBER RELATIONS 144476 0 0 0 0 0 7837 0 31919 0 184232 0 0 0 TRISH KRON DIRECTOR OF MEMBER RELATIONS - MIDWE 157753 0 0 0 0 0 8816 0 10485 0 177054 0 0 0 KARI SWEENEY VP/SUPPLIER SOLUTIONS 126313 0 0 0 0 0 6843 0 31723 0 164879 0 0 0 HEATHER MCKISSICK PRESIDENT/CEO 152452 0 0 0 0 0 0 0 11487 0 163939 0 0 0 JOETTE MITCHELL-MILLER VP/EXECUTIVE EDUCATIONS 130385 0 0 0 0 0 7373 0 21564 0 159322 0 0 0 CAROLYN CEREGHINO VP/SALES & MEMBER RELATIONS 131929 0 0 0 0 0 7303 0 12760 0 151992 0 0 0 PART I, LINE 1A WE REIMBURSE EMPLOYEES TRAVEL COMPANION EXPENSES TO OUR CUES EVENTS AND OTHER INDUSTRY EVENTS. WE ALSO REIMBURSE TRAVEL EXPENSES FOR APPROVED INDIVIDUAL PROFESSIONAL DEVELOPMENT. PART I, LINES 4A-B CHRISTOPHER STEVENSON RECEIVED A SEVERENCE PAYMENT OF $25,528 FOR CALENDAR YEAR 2023. 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 12C PER CUES POLICY, BOARD OF DIRECTORS, EMPLOYEES AND SUPERVISORS ARE TO DISCLOSE ANY EXISTING OR NEW CONFLICTS OF INTEREST AND ABSTAIN FROM DECISION MAKING PROCESSES THAT MAY INCLUDE THE PARTY THAT IS A POTENTIAL CONFLICT OF INTEREST. THIS POLICY IS REQUIRED TO BE UPDATED ANNUALLY. CONFLICTS ARE DOCUMENTED IF ANY ARE NOTED. 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 AS A PART OF ITS ANNUAL REPORT. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES 1,867,018. OTHER FEES 117,495. 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