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Nonprofit · EIN 39-1351028

CREDIT UNION EXECUTIVES SOCIETY

Tax-exempt · MADISON, WI 53718

Financials

$12.8M$12.8M2022$13.2M$13M2023$13.5M$13.4M2024
Revenue Expenses · by fiscal year end
Financials of CREDIT UNION EXECUTIVES SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$13,548,239$13,387,432$160,807$12,246,943$10,046,409$2,200,534
September 30, 2024990$13,170,693$13,049,393$121,300$10,807,727$8,950,377$1,857,350
September 30, 2023990$12,811,380$12,762,860$48,520$10,040,973$8,679,914$1,361,059
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$13,328,914
Investment income
$191,249
Royalties
$1,000
Other revenue
$28,076

Expenses

Grants and similar amounts paid
$19,825
Compensation of officers, directors and key employees
$1,387,965
Other salaries and wages
$3,227,553
Salaries, compensation and benefits (total)
$5,561,082
Professional fundraising fees
$0
Legal fees
$7,464
Accounting fees
$52,522
Occupancy
$89,768
Travel
$766,631
Depreciation
$694,370

Balance sheet and other

Total assets, start of year
$10,807,727
Total assets, end of year
$12,246,943
Total liabilities, end of year
$10,046,409
Net assets, end of year
$2,200,534
Land, buildings and equipment
$2,595,667
Publicly traded securities
$3,803,023
Net assets without donor restrictions
$2,200,534
Gross unrelated business income
$359,105
Gross receipts
$13,548,239
Employees
59
Volunteers
9
Year formed
1980
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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
HEATHER MCKISSICKPRESIDENT/CEO
Officer
40$428,447$50,642
DAWN ABELYSVP/CHIEF SALES & MEMBER R
Officer
40$281,650$50,831
JERRY SAALSAASVP/CHIEF OPERATIONS OFFICER
Officer
40$255,158$42,101
TONY HILLSVP/CHIEF MARKETING OFFICER
Officer
40$205,492$19,387
RUSSELL EVANSVP/SALES & MEMBER RELATIONS
Highest-paid employee
1$136,163$39,939
CAROLYN CEREGHINOVP/ SALES & MEMBER RELATIONS
Highest-paid employee
40$138,306$24,918
JOETTE MITCHELL-MILLERVP/EXECUTIVE EDUCATIONS
Highest-paid employee
40$127,500$31,479
CURT WEIERVP FINANCE
Highest-paid employee
40$139,680$18,073
CHAD HELMINAKVP TALENT DEVELOPMENT PROGRAMMING
Highest-paid employee
40$137,853$18,617
RICHARD ROMEROBOARD CHAIR
Trustee or director, Officer
5$0$0
MARK ROBNETTVICE CHAIR
Trustee or director, Officer
5$0$0
GERRY AGNESTREASURER
Trustee or director, Officer
5$0$0
JENNIFER BINKLEYSECRETARY
Trustee or director, Officer
5$0$0
KELLY MARSHALLDIRECTOR/IMMEDIATE PAST CHAIR
Trustee or director
5$0$0
DEONNE CHRISTENSENDIRECTOR
Trustee or director
5$0$0
3 more people on this return
NameTitleHours / weekCompensation
TIFFANY FORDDIRECTOR
Trustee or director
5$0
STEPHANIE PROPPSDIRECTOR
Trustee or director
5$0
JIM HAYESDIRECTOR
Trustee or director
5$0
990 for the year ended September 30, 2024: 19 people
NameTitleHours / weekCompensationOther / benefits
JERRY SAALSAASVP/CHIEF ADMINISTRATIVE OFFICER
Officer
40$313,904$41,269
DAWN ABELYSVP/CHIEF SALES & MEMBER R
Officer
40$291,962$40,680
CHRISTOPHER STEVENSONSVP/CHIEF LEARNING OFFICER
Officer
40$233,001$31,370
TONY HILLSVP/CHIEF MARKETING OFFICER
Officer
40$211,584$14,336
RUSSELL EVANSVP/SALES & MEMBER RELATIONS
Highest-paid employee
40$144,476$39,756
TRISH KRONDIRECTOR OF MEMBER RELATIONS - MIDWEST
Highest-paid employee
40$157,753$19,301
KARI SWEENEYVP/SUPPLIER SOLUTIONS
Highest-paid employee
40$126,313$38,566
HEATHER MCKISSICKPRESIDENT/CEO
Officer
40$152,452$11,487
JOETTE MITCHELL-MILLERVP/EXECUTIVE EDUCATIONS
Highest-paid employee
40$130,385$28,937
CAROLYN CEREGHINOVP/SALES & MEMBER RELATIONS
Highest-paid employee
40$131,929$20,063
DEONNE CHRISTENSENDIRECTOR
Trustee or director
5$2,961$0
MARK ROBNETTVICE CHAIR
Trustee or director, Officer
5$1,500$0
GERRY AGNESTREASURER
Trustee or director, Officer
5$909$0
RICHARD ROMEROBOARD CHAIR
Trustee or director, Officer
5$0$0
JENNIFER BINKLEYSECRETARY
Trustee or director, Officer
5$0$0
KELLY MARSHALLDIRECTOR/IMMEDIATE PAST CHAIR
Trustee or director
5$0$0
TIFFANY FORDDIRECTOR
Trustee or director
5$0$0
STEPHANIE PROPPSDIRECTOR
Trustee or director
5$0$0
JIM HAYESDIRECTOR
Trustee or director
5$0$0
990 for the year ended September 30, 2023: 19 people
NameTitleHours / weekCompensationOther / benefits
JOHN PEMBROKEPRESIDENT/CEO
Officer
40$438,001$29,137
JERRY SAALSAASVP/CHIEF ADMINISTRATIVE OFFICER
Officer
40$264,791$26,974
DAWN ABELYSVP/CHIEF SALES & MEMBER R
Officer
40$269,526$18,445
CHRISTOPHER STEVENSONSVP/CHIEF LEARNING OFFICER
Officer
40$199,662$24,957
TONY HILLSVP/CHIEF MARKETING OFFICER
Officer
40$185,418$6,515
CAROLYN CEREGHINOVP/SALES & MEMBER RELATIONS
Highest-paid employee
40$166,065$14,984
RUSSELL EVANSVP/SALES & MEMBER RELATIONS
Highest-paid employee
40$132,228$32,592
JIMESE HARKLEYVP OF MEMBERSHIP
Highest-paid employee
40$122,381$32,225
JOETTE MITCHELL-MILLERVP/EXECUTIVE EDUCATIONS
Highest-paid employee
40$124,390$22,211
TONY COVINGTONVP OF BUSINESS DEVELOPMENT/TALENTED
Highest-paid employee
40$138,877$4,918
STEPHANIE TEUBNERDIRECTOR
Trustee or director
5$0$0
RICHARD ROMEROBOARD CHAIR
Trustee or director, Officer
5$0$0
MARK ROBNETTVICE CHAIR
Trustee or director, Officer
5$0$0
GERRY AGNESTREASURER
Trustee or director, Officer
5$0$0
JENNIFER BINKLEYSECRETARY
Trustee or director, Officer
5$0$0
KELLY MARSHALLDIRECTOR/IMMEDIATE PAST CHAIR
Trustee or director
5$0$0
JIM HAYESDIRECTOR
Trustee or director
5$0$0
TIFFANY FORDDIRECTOR
Trustee or director
5$0$0
DEONNE CHRISTENSENDIRECTOR
Trustee or director
5$0$0

Address and contacts

Address (IRS master file)
2601 CROSSROADS DR STE 105, MADISON, WI 53718-7923
Mailing address (990-N for 2021)
5510 Research Park Dr, Madison WI 53711
Principal officer (990 for 2024)
HEATHER MCKISSICK, 2601 CROSSROADS DRIVE 105, MADISON, WI 53718
Principal officer (990-N for 2021)
Angela Hanson, 5325 High Crossing Blvd, Madison WI 53718
Signed the 990
JERALD SAALSAA, SVP/COO
Phone
(608) 271-2664
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

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.

990 for the year ended September 30, 2025

Program accomplishments

  • 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.

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
39-1351028
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Exempt since
1984
Accounting year ends
September
Files
Form 990 or 990-EZ
Group exemption
9486 (7 member organizations)
Assets (IRS master file)
$12,246,943
Income (IRS master file)
$13,548,239

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$13,548,239$13,387,432$12,246,943XML
990September 2024$13,170,693$13,049,393$10,807,727XML
990September 2023$12,811,380$12,762,860$10,040,973XML
990-N for 2021
Officer: Angela Hanson
September 30, 2022≤ $50,000 receipts––e-Postcard
990September 2022$11,726,194$11,642,850$8,321,099IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS
990-N for 2016
Officer: Sally Dischler CUES Council
September 30, 2017≤ $50,000 receipts––e-Postcard

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 39-1351028).

Questions about CREDIT UNION EXECUTIVES SOCIETY

What is the EIN of CREDIT UNION EXECUTIVES SOCIETY?
The employer identification number (EIN) of CREDIT UNION EXECUTIVES SOCIETY is 39-1351028.
Is CREDIT UNION EXECUTIVES SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1984.
Which annual return does CREDIT UNION EXECUTIVES SOCIETY 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 EXECUTIVES SOCIETY due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CREDIT UNION EXECUTIVES SOCIETY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of CREDIT UNION EXECUTIVES SOCIETY?
The 990 for the year ended September 30, 2025 names HEATHER MCKISSICK.
Who are the officers and directors of CREDIT UNION EXECUTIVES SOCIETY?
The 990 for the year ended September 30, 2025 lists 18 people; 9 received compensation from the organization, the highest $428,447 (HEATHER MCKISSICK, PRESIDENT/CEO).
How much revenue does CREDIT UNION EXECUTIVES SOCIETY have?
On its 990 for the year ended September 30, 2025 it reported revenue of $13,548,239, expenses of $13,387,432 and total assets of $12,246,943 at year end.

Organizations in its group exemption (7)

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