2024-05-10T14:14:20-05:00 2023-12-31 390859910 BAKER TILLY US LLP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2023-01-01 756046595 AMERICAN ASSOCIATION OF CREDIT UNION LEAGUES AMER 2025083628 99 M STREET SE 300 WASHINGTON DC 20003 BRAD MILLER PRESIDENT 2025083628 2024-05-09 1 BRAD MILLER 999009999 1 SHELBY NETZ CPA P01405265 4147775500 2024-05-01 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z BRAD MILLER 99 M STREET SE 300 WASHINGTON DC 20003 980186 0 X N/A X 1942 WI THE AMERICAN ASSOCIATION OF CREDIT UNION LEAGUES (AACUL), AN UNINCORPORATED, NOT-FOR-PROFIT ORGANIZATION, IS A TRADE ASSOCIATION FOR CREDIT UNION LEAGUES, AND THEIR AFFILIATES, WHICH ARE MEMBERS OF CREDIT UNION NATIONAL ASSOCIATION, INC. (CUNA). AACUL'S PURPOSE IS TO ASSIST IN THE DEVELOPMENT OF ITS MEMBERS AND TO ADVISE AND MAKE RECOMMENDATIONS TO MANAGEMENT AND POLICY MAKERS WITHIN THE CREDIT UNION MOVEMENT REGARDING THE FORMULATION AND IMPLEMENTATION OF POLICY TO FURTHER THE INTERESTS OF CREDIT UNIONS AND ASSOCIATIONS OF CREDIT UNIONS. 5 5 0 100 0 0 0 0 818777 912234 17421 67252 6889 700 843087 980186 29375 25000 0 0 318355 354652 0 0 0 345893 411747 693623 791399 149464 188787 2034779 2441288 444524 662246 1590255 1779042 X THE PURPOSE OF AACUL IS TO ASSIST IN THE DEVELOPMENT OF ITS MEMBERS AND TO ADVISE AND MAKE RECOMMENDATIONS TO MANAGEMENT AND POLICY MAKERS WITHIN THE CREDIT UNION MOVEMENT REGARDING FORMULATION AND IMPLEMENTATION OF POLICY TO FURTHER THE INTERESTS OF (SEE SCHEDULE O) CREDIT UNIONS AND ASSOCIATIONS OF CREDIT UNIONS. 0 0 FEE SUPPORTED SERVICES - PROVIDE SERVICES AS AN INFORMATION, EDUCATION AND TRAINING FORUM FOR MANAGEMENT STAFF OF LEAGUE SERVICE CORPORATIONS AND THEIR RELATED ORGANIZATIONS. DUES SUPPORTED SERVICES - ASSISTING WITH THE DEVELOPMENT, EDUCATION AND TRAINING OF STAFF WORKING IN THE DUES SUPPORTED AREA OF LEAGUES. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 1 1 1 0 0 1 0 0 0 0 0 0 X EDDIE RIVERA 6082314371 4703 MADISON YARDS WAY SUITE 300 MADISON WI 53705 BRAD MILLER AACUL PRESIDENT (EX-OFFICIO) 20.00 X 208699 0 44837 JEFF OLSON CHAIR 5.00 X X 0 0 0 PATRICK CONWAY VICE CHAIR 2.00 X X 0 0 0 JOHN BRATSAKIS SECRETARY/TREASURER 2.00 X X 0 0 0 DEBBIE PAINTER SECRETARY/TREASURER (THRU 06/2023) 2.00 X X 0 0 0 DAN SCHLINE DIRECTOR 2.00 X 0 0 0 PATTY CORKERY DIRECTOR (AS OF 06/2023) 2.00 X 0 0 0 208699 0 44837 0 0 1 1 CHARLESTON PLACE ACQUISITION LLC 205 MEETING STREET CHARLESTON SC 29401 BANQUET & AUDIO/VISUAL SERVICES 159712 1 MEMBER DUES 900099 609307 609307 MEMBERSHIP MEETINGS 900099 160202 160202 SPONSORSHIPS 900099 142725 142725 912234 67252 67252 RETURN OF DEPOSIT 522100 700 700 700 980186 769509 0 210677 25000 235439 65132 54081 13483 25055 87290 255441 5978 PLEXITY COMPENSATION ST 17000 MEMBERSHIP DUES 7500 791399 1717355 1867837 217424 452451 0 21000 100000 100000 2034779 2441288 179307 147106 265217 515140 444524 662246 X 1590255 1779042 1590255 1779042 2034779 2441288 188787 0 X 0 1 X 1 0 0 1 0 0 X 1104306 124120 124120 980186 0 980186 915519 124120 124120 791399 0 791399 PART X, LINE 2: AACUL IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. MANAGEMENT HAS CONCLUDED THAT AACUL HAS PROPERLY MAINTAINED THEIR EXEMPT STATUS, ALL REVENUE WITHIN THE STATEMENTS OF ACTIVITIES HAS BEEN PROPERLY IDENTIFIED AS EXEMPT FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022 AND THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022. 1 NATIONAL CREDIT UNION FOUNDATION 4703 MADISON YARDS WAY MADISON WI 53705 391383650 501(C)(3) 15000 0 NCUF ANNUAL DONATIONS: AACUL IS A CORPORATE LEVEL SUPPORTER OF NCUF'S MISSION THAT INCLUDES IMPROVING FINANCIAL WELL-BEING THROUGH THE CREDIT UNIONS. WORLDWIDE FOUNDATION FOR CREDIT UNIONS INC PO BOX 2982 MADISON WI 537012982 396093210 501(C)(3) 10000 0 WOCCU ANNUAL DONATIONS:- $5,000 DONATION WAS AN ANNUAL SUPPORT FOR WOCCU'S WORLDWIDE FOUNDATION FOR CREDIT UNIONS, WHICH MISSION IS TO BRIDGE THE FINANCIAL GAPS OF MILLIONS WORLDWIDE THROUGH GROWING, SUSTAINING AND STRENGTHENING THE CREDIT UNION MOVEMENT- $5,000 IN ADDITIONAL DONATION WAS MADE ON BEHALF OF BILL CHENEY WHO FACILITATED THE AACUL'S BOARD PLANNING SESSION, AND HE MADE A REQUEST TO DONATE THE VALUE OF HIS SERVICES TO SUPPORT THE CREDIT UNION SYSTEM. 2 0 PART I, LINE 2: AACUL MAKES ANNUAL CONTRIBUTIONS TO THE ORGANIZATIONS LISTED ON SCHEDULE I, PART II, ONE OF WHICH IS CLOSELY AFFILIATED WITH AACUL. THE EXPECTATION IS THE FUNDS WILL BE USED TO SUPPORT THE OVERALL MISSION OF EACH RECIPIENT ORGANIZATION UNLESS OTHERWISE SPECIFIED. 0 0 0 BRAD MILLER AACUL PRESIDENT (EX-OFFICIO) 154955 0 36617 0 17127 0 26278 0 18559 0 253536 0 0 0 FORM 990, PART IV, LINE 23 AND PART VII, LINE 5: BRAD MILLER IS AN EMPLOYEE OF CREDIT UNION NATIONAL ASSOCIATION. DURING 2023, HE WAS COMPENSATED A TOTAL OF $507,072 INCLUDING $52,557 DEFERRED COMPENSATION AND $37,118 OF NONTAXABLE BENEFITS AND OTHER BENEFITS FOR SERVICES RENDERED TO CREDIT UNION NATIONAL ASSOCIATION (CUNA) AND THE AMERICAN ASSOCIATION OF CREDIT UNION LEAGUES (AACUL). FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF AACUL IS COMPRISED OF CREDIT UNION LEAGUES WHICH ARE MEMBERS OF CREDIT UNION NATIONAL ASSOCIATION (CUNA). FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER OF AACUL IS ENTITLED TO ONE VOTE AT ANY ANNUAL OR SPECIAL MEMBERSHIP MEETING. FORM 990, PART VI, SECTION A, LINE 7B ALL BUSINESS OF AACUL WITH THE EXCEPTION OF EXPULSION OF MEMBERSHIP, REMOVAL OF OFFICERS, AMENDMENTS OF BYLAWS, OR DISSOLUTION OF THE ASSOCIATION SHALL BE DECIDED BY MAJORITY VOTE OF AT LEAST A QUORUM OF MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE PRESIDENT PRIOR TO FILING. A COPY IS ALSO PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 THE CEO OF CUNA, WITH INPUT FROM THE AACUL EXECUTIVE COMMITTEE, DETERMINES THE COMPENSATION OF THE AACUL PRESIDENT ANNUALLY. KEY EMPLOYEES ARE COMPENSATED CONSISTENTLY WITH ALL EMPLOYEES. HR CONDUCTS COMPARABLE COMPENSATION REVIEWS TO DETERMINE COMPENSATION TABLES FOR ALL EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 AACUL COPIES AND MAILS NON-PRIVILEGED OR CONFIDENTIAL CORPORATE DOCUMENTS TO MEMBERS OF THE PUBLIC UPON REQUEST.