2026-04-17T17:29:48-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2024-10-01 391351028 CREDIT UNION EXECUTIVES SOCIETY INC CRED 6082712664 2601 CROSSROADS DRIVE 105 MADISON WI 53718 JERALD SAALSAA SVP/COO 6082712664 2026-04-07 1 1 LAURA SCHWEITZER CPA P01760010 6086628600 2026-03-22 2024 2025-03-06 01:10:19Z HEATHER MCKISSICK 2601 CROSSROADS DRIVE 105 MADISON WI 53718 13548239 0 X WWW.CUES.ORG X 1980 WI TO EDUCATE AND DEVELOP CREDIT UNION CEOS, DIRECTORS AND FUTURE LEADERS 9 9 59 9 359105 0 0 0 12896792 13328914 232477 191249 41424 28076 13170693 13548239 22500 19825 0 0 5174848 5561082 0 0 0 7852045 7806525 13049393 13387432 121300 160807 10807727 12246943 8950377 10046409 1857350 2200534 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. 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. 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 77 0 1 59 1 1 1 1 CA 0 0 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 CURT WEIER 6082885320 2601 CROSS ROADS DRIVE SUITE 105 MADISON WI 53718 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 DEONNE CHRISTENSEN DIRECTOR 5.00 X 0 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 OPERATIONS OFFICER 40.00 X 255158 0 42101 DAWN ABELY SVP/CHIEF SALES & MEMBER R 40.00 X 281650 0 50831 TONY HILL SVP/CHIEF MARKETING OFFICER 40.00 X 205492 0 19387 HEATHER MCKISSICK PRESIDENT/CEO 40.00 X 428447 0 50642 CURT WEIER VP FINANCE 40.00 X 139680 0 18073 CHAD HELMINAK VP TALENT DEVELOPMENT PROGRAMMING 40.00 X 137853 0 18617 JOETTE MITCHELL-MILLER VP/EXECUTIVE EDUCATIONS 40.00 X 127500 0 31479 CAROLYN CEREGHINO VP/ SALES & MEMBER RELATIONS 40.00 X 138306 0 24918 RUSSELL EVANS VP/SALES & MEMBER RELATIONS 1.00 X 136163 0 39939 1850249 0 295987 15 0 1 0 0 EXECUTIVE EDUCATION AND MEETINGS 541610 7003338 7003338 MEMBERSHIP DUES 900099 4723339 4723339 PRODUCTS AND SERVICES 541610 995243 995243 INTERNET ADVERTISING 541800 311720 311720 PUBLICATIONS 541800 247889 247889 47385 47385 13328914 191249 191249 1000 1000 PROCESSING FEES 900099 25411 25411 MISC INCOME 900099 1665 1665 27076 13548239 12996885 359105 192249 X 19825 1387965 3227553 157651 457865 330048 7464 52522 14205 1720106 69009 180883 2077 89768 766631 3553557 694370 42527 REPAIRS & MAINTENANCE 201137 MEDIA 194084 AWARDS & PRIZES 66589 TEMPORARY HELP 51129 100467 13387432 1011944 1229890 2419026 1369126 149274 414057 1336734 2333849 9262201 6666534 2255319 2595667 3053912 3803023 300369 300369 281149 200962 10807727 12246943 919061 997064 7093732 8047882 937584 1001463 8950377 10046409 X 1857350 2200534 1857350 2200534 10807727 12246943 160807 182377 0 X 0 1 X 1 0 0 1 0 35930 25697 10233 683413 625287 58126 8542858 6015550 2527308 2595667 DEFERRED COMPENSATION 794103 RIGHT OF USE LIABILITY 207360 1001463 0 FILENE RESEARCH INSTITUTE 5910 MINERAL POINT ROAD MADISON WI 53705 391645910 501(C)(3) 12500 0 CU RESEARCH KAUAI FCU 2976 EWALU STREET LIHUE HI 96766 7325 0 GENERAL OPERATING SUPPORT 1 1 PART I, LINE 2: GRANTS ARE AWARDED TO ORGANIZATIONS THAT DEMONSTRATE A CLEAR NEED WITHIN THE CREDIT UNION SPACE. CUES CAREFULLY EVALUATES EACH GRANT REQUEST AND APPROVES FUNDING ONLY WHEN IT ALIGNS WITH AND ADVANCES THE MISSION OF CUES. X 1 1 X X X X X 1 1 0 HEATHER MCKISSICK PRESIDENT/CEO 428447 0 0 0 0 0 11369 0 39273 0 479089 0 0 0 DAWN ABELY SVP/CHIEF SALES & MEMBER R 281650 0 0 0 0 0 16512 0 34319 0 332481 0 0 0 JERRY SAALSAA SVP/CHIEF OPERATIONS OFFICER 255158 0 0 0 0 0 15796 0 26305 0 297259 0 0 0 TONY HILL SVP/CHIEF MARKETING OFFICER 205492 0 0 0 0 0 11928 0 7459 0 224879 0 0 0 RUSSELL EVANS VP/SALES & MEMBER RELATIONS 136163 0 0 0 0 0 8235 0 31704 0 176102 0 0 0 CAROLYN CEREGHINO VP/ SALES & MEMBER RELATIONS 138306 0 0 0 0 0 8611 0 16307 0 163224 0 0 0 JOETTE MITCHELL-MILLER VP/EXECUTIVE EDUCATIONS 127500 0 0 0 0 0 8171 0 23308 0 158979 0 0 0 CURT WEIER VP FINANCE 139680 0 0 0 0 0 8599 0 9474 0 157753 0 0 0 CHAD HELMINAK VP TALENT DEVELOPMENT PROGRAMMING 137853 0 0 0 0 0 0 0 18617 0 156470 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 SEVERANCE WAS PAID TO DANIELLE DYER $16,951.02, CHRISTOPHER STEVENSON $71,327.14, CHRISTINE UNZ $3,360, THERESA WITHAM $52,074.62 IN CALENDAR YEAR 2024. CONTRIBUTIONS WERE MADE TO 457B PLANS FOR 2024. CONTRIBUTIONS WERE $23,000 FOR TONY HILL, $7,145.18 FOR JOETTE MITCHELL MILLER, $6,577.75 FOR JERRY SAALSAA, AND $878.44 FOR CURT WEIER. 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 SVP/COO AND PRESIDENT/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 2025. 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 1,604,410. OTHER FEES 115,696. 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