Nonprofit · EIN 23-7065623
CREDIT UNION NATIONAL ASSOCIATION INC
Tax-exempt · MADISON, WI 53705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $103,908,424 | $101,362,458 | $2,545,966 | $106,356,359 | $40,908,425 | $65,447,934 |
| December 31, 2023 | 990 | $87,031,081 | $78,422,678 | $8,608,403 | $81,044,149 | $39,289,260 | $41,754,889 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,649,340
- Program service revenue
- $96,456,565
- Investment income
- $3,186,416
- Royalties
- $66,820
- Net gain from sales of assets
- -$91,774
- Other revenue
- $1,616,103
Expenses
- Grants and similar amounts paid
- $400,000
- Compensation of officers, directors and key employees
- $9,334,429
- Other salaries and wages
- $28,778,904
- Salaries, compensation and benefits (total)
- $53,459,959
- Professional fundraising fees
- $0
- Legal fees
- $170,662
- Accounting fees
- $267,964
- Occupancy
- $2,206,323
- Travel
- $6,973,716
- Depreciation
- $1,169,958
Balance sheet and other
- Total assets, start of year
- $81,044,149
- Total assets, end of year
- $106,356,359
- Total liabilities, end of year
- $40,908,425
- Net assets, end of year
- $65,447,934
- Land, buildings and equipment
- $10,495,426
- Publicly traded securities
- $56,940,973
- Net assets without donor restrictions
- $59,811,182
- Net assets with donor restrictions
- $5,636,752
- Gross unrelated business income
- $407,197
- Gross receipts
- $125,297,432
- Employees
- 360
- Volunteers
- 186
- Year formed
- 1970
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES NUSSLE | PRESIDENT/CEO Officer | 40 | $2,433,770 | $551,008 |
| B DAN BERGER | CEO (TERM 01/2024) Officer | 40 | $1,240,648 | $34,973 |
| RANDAL SALSER | PRES NAFCU SERV CORP (TERM 04/2024) Officer | 40 | $885,339 | $47,699 |
| JILL TOMALIN | EXEC. VP & CHIEF OF STAFF Officer | 40 | $732,620 | $113,201 |
| ANTHONY DEMANGONE | CHIEF MEMB. & ENGAGE. OFFICER Officer | 40 | $738,101 | $66,642 |
| TODD SPICZENSKI | CHIEF ASSOC. SERVICES OFFICER Officer | 40 | $610,506 | $78,777 |
| GREGORY MESACK | SR. VP OF ADVOCACY Highest-paid employee | 40 | $581,842 | $70,835 |
| MEGHAN SMALL | CHIEF COMM. & MARKETING OFFICER Officer | 40 | $539,644 | $69,200 |
| EDDIE RIVERA | CFO & COO Officer | 40 | $510,340 | $89,946 |
| CARRIE HUNT | CHIEF ADVOCACY OFFICER Officer | 40 | $523,127 | $68,887 |
| RICHARD GOSE | ADVOCACY CONSULTANT (TERM 06/2024) Highest-paid employee | 40 | $460,606 | $69,423 |
| SUSAN PARISI | CHIEF CORPORATE COUNSEL OFFICER Highest-paid employee | 40 | $394,523 | $82,752 |
| ANN PETROS | VP OF POLICY ENGAGE, & CU OP. Highest-paid employee | 40 | $405,334 | $39,632 |
| CATHERINE PORTERFIELD | VICE PRESIDENT MEMBER ENGAGEMENT & SERVICE Highest-paid employee | 40 | $373,088 | $27,557 |
| PAT PIERCE | CHAIR Trustee or director, Officer | 10 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN HARBIN | VICE CHAIR Trustee or director, Officer | 10 | $0 |
| JIM MORRELL | TREASURER Trustee or director, Officer | 5 | $0 |
| KEITH SULTEMEIER | SECRETARY Trustee or director, Officer | 5 | $0 |
| BRIAN SCHOOLS | DIRECTOR & IMM PAST CHAIR Trustee or director | 5 | $0 |
| AMY SINK | DIRECTOR Trustee or director | 3 | $0 |
| DAY MATTHEWS | DIRECTOR Trustee or director | 3 | $0 |
| FRED ROBINSON | DIRECTOR Trustee or director | 3 | $0 |
| GARY GRINNELL | DIRECTOR Trustee or director | 3 | $0 |
| JEFF OLSON | DIRECTOR Trustee or director | 3 | $0 |
| LISA GINTER | DIRECTOR Trustee or director | 3 | $0 |
| LONNIE NICHOLSON | DIRECTOR Trustee or director | 3 | $0 |
| LORI HERRICK | DIRECTOR Trustee or director | 3 | $0 |
| MELANIE KENNEDY | DIRECTOR Trustee or director | 3 | $0 |
| NADER MOGHADDAM | DIRECTOR Trustee or director | 3 | $0 |
990 for the year ended December 31, 2023: 37 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JIM NUSSLE | PRESIDENT/CEO Officer | 40 | $2,237,753 | $541,554 |
| JILL TOMALIN | CHIEF OPERATING OFFICER Officer | 40 | $609,787 | $78,065 |
| TODD SPICZENSKI | CHIEF PRODUCTS & SERVICES Officer | 40 | $504,786 | $74,494 |
| GREG MICHLIG | CHIEF ENGAGEMENT OFFICER Officer | 40 | $492,446 | $71,595 |
| David Lorence | EXECUTIVE DIRECTOR CU AWARENESS LLC Highest-paid employee | 40 | $426,636 | $64,818 |
| RICHARD GOSE | CHIEF POLITICAL OFFICER Highest-paid employee | 40 | $339,207 | $81,654 |
| EDDIE RIVERA | CHIEF FINANCIAL OFFICER Officer | 40 | $330,577 | $83,946 |
| SUSAN PARISI | CHIEF CORPORATE COUNCIL Highest-paid employee | 40 | $332,628 | $79,452 |
| JASON STVERAK | INTERIM CHIEF ADVOCACY OFFICER Officer | 40 | $324,466 | $81,294 |
| MICHAEL SCHENK | DEPUTY CHIEF ADVOCACY OFFICER Highest-paid employee | 40 | $326,097 | $54,118 |
| Jonathan Ihrig | Chief Compliance Officer Highest-paid employee | 40 | $290,030 | $40,901 |
| BRIAN BEST | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| CAROLINE WILLARD | VICE-CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| LISA GINTER | CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| PATRICK PIERCE | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| Tony C Budet | Immediate Past Chair (Term 02/2023) Trustee or director, Officer | 4 | $0 | $0 |
| AMEY SGRIGNOLI | DIRECTOR Trustee or director | 4 | $0 | $0 |
| Amy Sink | DIRECTOR (Start 02/2023) Trustee or director | 4 | $0 | $0 |
| CECILIA HOMISON | DIRECTOR Trustee or director | 4 | $0 | $0 |
| CHARLES ELLIOTT | DIRECTOR Trustee or director | 4 | $0 | $0 |
| Dallas W Bergl | Director (Term 02/2023) Trustee or director | 4 | $0 | $0 |
| Day Matthews | DIRECTOR (Start 02/2023) Trustee or director | 4 | $0 | $0 |
| Debbie Painter | Director (Term 08/2023) Trustee or director | 4 | $0 | $0 |
| DEBBIE SMITH | DIRECTOR Trustee or director | 4 | $0 | $0 |
| FRED ROBINSON | DIRECTOR Trustee or director | 4 | $0 | $0 |
| GREG GALLANT | DIRECTOR Trustee or director | 4 | $0 | $0 |
| JIM MORRELL | AT-LARGE EXECUTIVE COMMITTEE Trustee or director | 4 | $0 | $0 |
| JOE THOMAS | DIRECTOR Trustee or director | 4 | $0 | $0 |
| JOHN SACKETT | DIRECTOR Trustee or director | 4 | $0 | $0 |
| JOSE LARA | DIRECTOR Trustee or director | 4 | $0 | $0 |
| LORI HERRICK | DIRECTOR Trustee or director | 4 | $0 | $0 |
| MARIA MARTINEZ | DIRECTOR Trustee or director | 4 | $0 | $0 |
| NADER MOGHADDAM | DIRECTOR Trustee or director | 4 | $0 | $0 |
| PATRICK DRENNEN | DIRECTOR Trustee or director | 4 | $0 | $0 |
| RON SMITH | DIRECTOR Trustee or director | 4 | $0 | $0 |
| SCOTT SIMPSON | DIRECTOR Trustee or director | 4 | $0 | $0 |
| TOM KANE | DIRECTOR Trustee or director | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4703 MADISON YARDS WAY STE 300, MADISON, WI 53705-2930
- In care of
- % CRED
- Principal officer (990 for 2024)
- JIM NUSSLE, 99 M STREET SE 300, WASHINGTON, DC 20003
- Signed the 990
- EDDIE RIVERA, CFO
- Phone
- (800) 356-9655
- Website
- AMERICASCREDITUNIONS.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
CREDIT UNION NATIONAL ASSOCIATION, INC. D/B/A AMERICA'S CREDIT UNIONS IS A NATIONAL TRADE ASSOCIATION FOR CREDIT UNIONS ORGANIZED TO SUPPORT, PROTECT, UNIFY, AND ADVANCE THE GOALS AND PURPOSES OF THE CREDIT UNION SYSTEM. IT PROVIDES LEGISLATIVE, RESEARCH, PUBLIC RELATIONSHIP, EDUCATIONAL AND SERVICES DEVELOPMENT SUPPORT FOR THE CREDIT UNION SYSTEM.
Program accomplishments
- ADVOCACY - PROVIDES REGULATORY, LEGISLATIVE AND ADVOCACY SUPPORT IN WASHINGTON, D.C. FOR THE CREDIT UNION MEMBERSHIP.
- ASSOCIATION SERVICES - PROVIDES TRAINING, EDUCATION AND ANNUAL CONFERENCE FOR CREDIT UNION STAFF AND ITS MEMBERS.
- SALES & MARKETING, CU DEVELOPMENT
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7065623
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1971
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $106,356,359
- Income (IRS master file)
- $125,297,432
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $103,908,424 | $101,362,458 | $106,356,359 | XML |
| 990 | December 2023 | $87,031,081 | $78,422,678 | $81,044,149 | XML |
| 990 | December 2022 | $69,989,850 | $77,945,362 | $64,434,073 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7065623).
Questions about CREDIT UNION NATIONAL ASSOCIATION INC
- What is the EIN of CREDIT UNION NATIONAL ASSOCIATION INC?
- The employer identification number (EIN) of CREDIT UNION NATIONAL ASSOCIATION INC is 23-7065623.
- Is CREDIT UNION NATIONAL ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1971.
- Are donations to CREDIT UNION NATIONAL ASSOCIATION INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CREDIT UNION NATIONAL ASSOCIATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CREDIT UNION NATIONAL ASSOCIATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CREDIT UNION NATIONAL ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CREDIT UNION NATIONAL ASSOCIATION INC?
- The 990 for the year ended December 31, 2024 names JIM NUSSLE.
- Who are the officers and directors of CREDIT UNION NATIONAL ASSOCIATION INC?
- The 990 for the year ended December 31, 2024 lists 29 people; 14 received compensation from the organization, the highest $2,433,770 (JAMES NUSSLE, PRESIDENT/CEO).
- How much revenue does CREDIT UNION NATIONAL ASSOCIATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $103,908,424, expenses of $101,362,458 and total assets of $106,356,359 at year end.
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All nonprofits in MADISON · Wisconsin · Community improvement and capacity building