Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Members or stockholder classes and rights Part VI line 6 | Any credit union organized under state or federal law and with an office in the state of Wisconsin shall be eligible for membership in the League. Only members shall have voting rights. |
| Member election for additional members Part VI line 7a | The state shall be divided into not less than five (5)geographic regions and not less than four (4) groups based on the asset size of members (referred to herein as groups). The Board of Directors may from time to time, with the approval of the members, reestablish the number of regions, and the boundaries for those regions, as well as the number and asset breakdown of the groups.The regions and groups shall be established to fairly represent the members of the League after taking into consideration the number of members, the combined assets of the members, and the number of credit union members, in each region and each group.Each region and each group shall elect one (1) director in accordance with the provisions set forth in Article XI of these bylaws. |
| Governing body decisions Part VI line 7b | The ultimate powers in the administration of this League shall be vested in the members at annual or special meetings.The members shall be empowered to:(a) Enact and amend the bylaws as provided for in Article XXI of the bylaws.(b) Establish dues for members as provided for in Article XVIII of the bylaws.(c) Establish the district boundaries and fix the number of districts.(d) Transact any business duly brought before them. |
| Form 990 governing body review Part VI line 11 | The Form 990 was prepared by the Director of Finance then reviewed by the Executive Vice PresidentChief Development Officer. It will be provided to the Board of Directors at their December board meeting for their review. Due to the November 16th IRS filing deadline, the return was filed before the December board meeting. If changes are required after the review by the Board of Directors, the return will be amended and re-filed before the end of the December. |
| Conflict of interest policy compliance Part VI line 12c | Officers and directors annually sign a Conflict of Interest Statement. |
| CEO executive director top management comp Part VI line 15a | The Executive Committee of the Board of Directors meets to review the compensation package of the President & CEO on annual basis. Surveys are supplied from the American Association of Credit Union Leagues. Minutes of the Executive Committee meetings are maintained. |
| Governing documents etc available to public Part VI line 19 | The governing documents, including the Conflict of Interest Statement and prior year Form 990 returns are available upon request. |
| Estimate of average hours per week devoted to related organizations Part VII Col B | Brett Thompson is allocated 35% to WCUL Services Corp, a related organization.Joanne Whiting is allocated 35% to WCUL Services Corp, a related organization.Mary Bliss is allocated 35% to WCUL Services Corp, a related organization.David C. Hall is allocated 67% to WCUL Services Corp, a related organization.Benjamin Schweder is allocated 100% to WCUL Services Corp, a related organization.John Engel is allocated 20% to WCUL Services Corp, a related organization. |
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