CREDIT UNION EXECUTIVES SOCIETY INC

EIN: 391351028

MADISON, WI

Total Revenue
$13,548,239
Total Expenses
$13,387,432
Total Assets
$12,246,943
Net Assets
$2,200,534
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1980
Legal Domicile
WI
Principal Officer
HEATHER MCKISSICK
Phone
6082712664
Tax Period
2024-10-01 to 2025-09-30

CREDIT UNION EXECUTIVES SOCIETY INC, founded in 1980, is a mid-sized nonprofit that reported $13.5M in total revenue in fiscal year 2024.

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.

Program Service Accomplishments

Program 1

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...

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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.

Program 2

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...

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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.

Program 3

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $13,328,914
Investment Income $191,249
Other Revenue $28,076
TOTAL REVENUE $13,548,239

Expense Breakdown

Grants Paid $19,825
Salaries & Benefits $5,561,082
Fundraising Expenses $0
Other Expenses $7,806,525
TOTAL EXPENSES $13,387,432

Year-over-Year Comparison

2024 2023 Change
Revenue $13,548,239 $13,170,693 +0.0%
Expenses $13,387,432 $13,049,393 +0.0%
Net Income $160,807 $121,300 +0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
59
Volunteers
9

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
8
$1,333,708
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICHARD ROMERO BOARD CHAIR 5.00
Officer Director
$0 $0 $0
MARK ROBNETT VICE CHAIR 5.00
Officer Director
$0 $0 $0
GERRY AGNES TREASURER 5.00
Officer Director
$0 $0 $0
JENNIFER BINKLEY SECRETARY 5.00
Officer Director
$0 $0 $0
KELLY MARSHALL DIRECTOR/IMMEDIATE PAST CHAIR 5.00
Director
$0 $0 $0
DEONNE CHRISTENSEN DIRECTOR 5.00
Director
$0 $0 $0
TIFFANY FORD DIRECTOR 5.00
Director
$0 $0 $0
STEPHANIE PROPPS DIRECTOR 5.00
Director
$0 $0 $0
JIM HAYES DIRECTOR 5.00
Director
$0 $0 $0
JERRY SAALSAA SVP/CHIEF OPERATIONS OFFICER 40.00
Officer
$255,158 $42,101 $297,259
DAWN ABELY SVP/CHIEF SALES & MEMBER R 40.00
Officer
$281,650 $50,831 $332,481
TONY HILL SVP/CHIEF MARKETING OFFICER 40.00
Officer
$205,492 $19,387 $224,879
HEATHER MCKISSICK PRESIDENT/CEO 40.00
Officer
$428,447 $50,642 $479,089
CURT WEIER VP FINANCE 40.00
Highest
$139,680 $18,073 $157,753
CHAD HELMINAK VP TALENT DEVELOPMENT PROGRAMMING 40.00
Highest
$137,853 $18,617 $156,470
JOETTE MITCHELL-MILLER VP/EXECUTIVE EDUCATIONS 40.00
Highest
$127,500 $31,479 $158,979
CAROLYN CEREGHINO VP/ SALES & MEMBER RELATIONS 40.00
Highest
$138,306 $24,918 $163,224
RUSSELL EVANS VP/SALES & MEMBER RELATIONS 1.00
Highest
$136,163 $39,939 $176,102
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $13,548,239 $13,387,432 $12,246,943 $160,807
2024 $13,170,693 $13,049,393 $10,807,727 $121,300
2023 $12,811,380 $12,762,860 $10,040,973 $48,520
2022 $11,726,194 $11,642,850 $8,321,099 $83,344
2021 $10,935,320 $10,520,744 $8,843,524 $414,576
2020 $8,382,180 $9,427,759 $6,773,475 $-1,045,579
2019 $12,773,298 $12,553,522 $8,390,380 $219,776
2018 $12,557,538 $12,847,995 $7,985,545 $-290,457
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