Foltz, Casey2016-02-082016-02-082014-05https://hdl.handle.net/1794/1963159 pagesU.S. credit unions originally served small, homogeneous populations, were managed by members and granted tax exemption on the basis of this cooperative structure. Today, credit union membership is expanding, increasingly heterogeneous and geographically dispersed – calling the appropriateness of tax exemption into question. This annotated bibliography presents literature to examine tools and technologies to analyze operational and social media data to inform member engagement strategies with the intent to justify the continuation of the industry’s tax exempt status.en-USCreative Commons BY-NC-ND 4.0-USCredit union member engagementCredit union analyticsCredit union tax exemptionCooperative managementSocial mediaAnalyticsCustomer engagementKnowledge management challengesNet promoterNonprofit analyticsAnalytical CRMData analysisBusiness intelligenceSocial networksWord-of-mouthNonprofit customer engagementTerminal Project