Credit Union Executives Society Inc

Nonprofit profile at a glance

EIN
391351028
IRS 990 coverage
2012–2024
Forms available
Form 990 2024, Form 990-N 2021
Location
Madison, WI, USA
Phone
6082712664
Rating confidence
Limited

Official website

Reported finances

Revenue
$13,548,239
Expenses
$13,387,432
Assets
$12,246,943
Liabilities
$10,046,409

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

18 people listed

Executive titles in this filing

  • HEATHER MCKISSICK (PRESIDENT/CEO)

Highest reported compensation

  • HEATHER MCKISSICK (PRESIDENT/CEO): $479,089 total reported compensation
  • DAWN ABELY (SVP/CHIEF SALES & MEMBER R): $332,481 total reported compensation
  • JERRY SAALSAA (SVP/CHIEF OPERATIONS OFFICER): $297,259 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2024

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.

Operating model

Revenue model
Earned-program. 98% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 90
  • Accountability: 95
  • Sustainability: 30
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 90%; rating input score 90; 3rd percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 1.2%; rating input score 39; 39th percentile among comparable filings
  • Total-asset coverage ratio: 0.91; rating input score 33; 33rd percentile among comparable filings
  • Liabilities to assets ratio: 0.82; rating input score 13; 13th percentile among comparable filings
  • Officer compensation ratio: 16%; rating input score 7; 7th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 0.8% per year; rating input score 100; 11th percentile among comparable filings
  • Asset growth: 3.6% per year; rating input score 100; 27th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 9 of 9 board members independent · 8 of 9 filing controls reported
  • Programs: 3 filed program accomplishments
  • Leadership: top reported pay $479K · 18 people listed · 5 of 6 pay-setting controls reported
  • Consistency: 12 of 13 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes grants and executive pay
  • Filing history: 13 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 11 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Operating margin scored 39/100.
  • Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
  • Moderate — Sustainability: Total-asset coverage ratio scored 33/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • High — Sustainability: Officer compensation ratio scored 7/100.
  • High — Sustainability: Liabilities to assets ratio scored 13/100.