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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 99 M Street, SE |
Address2 | Suite 300 |
City | WASHINGTON |
State | DC |
Zip Code | 20003-3799 |
Country | USA |
3. Principal place of business (if different than line 2)
City | WASHINGTON |
State | DC |
Zip Code | 20510 |
Country | USA |
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5. Senate ID# 11322-12
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6. House ID# 318770000
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TYPE OF REPORT | 8. Year | 2023 |
Q1 (1/1 - 3/31) | Q2 (4/1 - 6/30) | Q3 (7/1 - 9/30) | Q4 (10/1 - 12/31) |
9. Check if this filing amends a previously filed version of this report
10. Check if this is a Termination Report | Termination Date |
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11. No Lobbying Issue Activity |
INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13 | |||||||||
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12. Lobbying | 13. Organizations | ||||||||
INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
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Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). | 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options. | ||||||||
Method A.
Reporting amounts using LDA definitions only
Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code Method C. Reporting amounts under section 162(e) of the Internal Revenue Code |
Signature | Digitally Signed By: Jason Stverak |
Date | 4/22/2024 1:56:05 PM |
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code BAN
16. Specific lobbying issues
Issues related to Credit Union Service Organizations
Issues related to NCUA examination procedures
Credit Card Interchange Fees - S. 1838 and H.R. 3881 - Credit Card Competition Act of 2023
Issues related to management and operation of Credit Unions
CDFI Related issues
Credit Union Tax Status
Credit Union Field of Membership issues
Credit Union Deposit Insurance Issues and Premium Assessments and Share Insurance Fund
Housing Finance Reform
Issues related to Credit Union Member Business Lending Caps
Issues related to Data Security and Data Privacy
Issues related to NCUA's Central Liquidity Fund
Credit Union Loan Maturity Issues
S. 610 - Credit Union Board Modernization Act
S. 539 - Veterans Member Business Loan Act
Small Business Administration lending issues
S. 1323 Secure and Fair Enforcement Banking Act
Banks on Bases Issues
Issues related to the NDAA
Foreign Account Tax Compliance Act
Community Development Revolving Loan Fund
Community Development Financial Institutions Fund
Overdraft Protection Issues
Banking Fees
Cooperative Development Program funding at USAID
Postal Banking
FinCEN related issues
Issues related to the Military Lending Act
Issues related to regulation of Credit Unions as employers
Issues related to Consumer Financial Protection
CFPB reform
Digital Assets and Stablecoin
SBA 7a lending program
FHFA Oversight and regulation
Cybersecurity
Open Banking issues
Issues related to ECIP
Issues related to PACE financing proposal
Issues related to the Greenhouse Gas Reduction Fund
Issues related to the Secondary Market and Gov't Sponsored Enterprises
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of, Federal Trade Commission (FTC), Defense - Dept of (DOD), Labor - Dept of (DOL), Environmental Protection Agency (EPA), Consumer Financial Protection Bureau (CFPB), Natl Credit Union Administration (NCUA), Federal Housing Finance Agency (FHFA), Small Business Administration (SBA)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
David |
Park |
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Jason |
Stverak |
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Abby |
Gunderson Schwarz |
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Clement |
Abonyi |
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Alex |
Catanese |
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Phil |
Drager |
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Elizabeth |
Sullivan |
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Madison |
Rose |
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John |
Hildreth |
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Alexander |
Monterrubio |
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Luke |
Martone |
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Michael |
Schenk |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code BUD
16. Specific lobbying issues
Funding for US State Department
Funding for USAID
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Jason |
Stverak |
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John |
Hildreth |
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Abby |
Gunderson Schwarz |
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Clement |
Abonyi |
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Alex |
Catanese |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code SMB
16. Specific lobbying issues
1071 Related Issues
SBA 7a loans
Credit Union Member Business Lending Caps
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Small Business Administration (SBA)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Jason |
Stverak |
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Abby |
Gunderson Schwarz |
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Clement |
Abonyi |
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John |
Hildreth |
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Phil |
Drager |
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Alex |
Catanese |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TAX
16. Specific lobbying issues
Credit Union Tax Exemption
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Jason |
Stverak |
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Abby |
Gunderson Schwarz |
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Alex |
Catanese |
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Phil |
Drager |
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John |
Hildreth |
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Clement |
Abonyi |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Information Update Page - Complete ONLY where registration information has changed.
20. Client new address
Address |
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21. Client new principal place of business (if different than line 20)
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22. New General description of client’s business or activities
LOBBYIST UPDATE
23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client
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1 |
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3 |
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4 |
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ISSUE UPDATE
24. General lobbying issue that no longer pertains
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AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
Name | Address |
Principal Place of Business (city and state or country) |
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26. Name of each previously reported organization that is no longer affiliated with the registrant or client
1 | 2 | 3 |
FOREIGN ENTITIES
27. Add the following foreign entities:
Name | Address |
Principal place of business (city and state or country) |
Amount of contribution for lobbying activities | Ownership percentage in client | ||||||||||
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% |
28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
1 | 3 | 5 |
2 | 4 | 6 |
CONVICTIONS DISCLOSURE
29. Have any of the lobbyists listed on this report been convicted in a Federal or State Court of an offense involving bribery,
extortion, embezzlement, an illegal kickback, tax evasion, fraud, a conflict of interest, making a false statement, perjury, or money laundering?
Lobbyist Name | Description of Offense(s) |