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Nonprofiteer
← OHIO CREDIT UNION LEAGUE

Form 990 for tax year 2024

Filed by OHIO CREDIT UNION LEAGUE.

Totals

Total revenue
$4,458,208
Total expenses
$4,247,202
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,604,271
Investment income
$118,895
Other revenue
$735,042
Total assets, end of year
$5,453,366
Total liabilities, end of year
$2,282,807
Net assets or fund balances, end of year
$3,170,559
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $3,106,546 · related or exempt $3,106,546

  • 2b · Program service revenue: MANAGEMENT AGREEMENT

    total $497,725 · related or exempt $51,837 · unrelated business $445,888

  • 3 · Investment income

    total $118,895 · excluded $118,895

  • 11a · Other revenue: CONVENTION INCOME

    total $674,723 · related or exempt $674,723

  • 11b · Other revenue: MARKETING REIMBURSEMEN

    total $58,268 · related or exempt $58,268

  • 11c · Other revenue: GAIN ON VICLARITY INVE

    total $2,051 · related or exempt $2,051

  • 11e · Other revenue, total

    $735,042

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,438,029

  • 7 · Other salaries and wages

    total $492,739

  • 8 · Pension plan contributions

    total $135,395

  • 9 · Other employee benefits

    total $316,181

  • 10 · Payroll taxes

    total $116,203

  • 11b · Fees: legal

    total $9,880

  • 11c · Fees: accounting

    total $39,426

  • 11g · Fees: other

    total $488,529

  • 12 · Advertising and promotion

    total $261,228

  • 13 · Office expenses

    total $28,391

  • 14 · Information technology

    total $50,864

  • 16 · Occupancy

    total $153,330

  • 17 · Travel

    total $58,232

  • 19 · Conferences, conventions and meetings

    total $483,062

  • 22 · Depreciation, depletion and amortization

    total $36,005

  • 23 · Insurance

    total $31,693

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $37,657

  • 24b · Other expenses: TRAINING AND MEETING

    total $26,645

  • 24c · Other expenses: BOARD & COMMITTEE MEETI

    total $20,726

  • 24d · Other expenses: TELEPHONE

    total $12,610

  • 24e · All other expenses

    total $10,377

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,434,096 · end of year $1,746,619

  • 2 · Savings and temporary cash investments

    beginning of year $992,000 · end of year $1,240,000

  • 4 · Accounts receivable

    beginning of year $395,471 · end of year $288,332

  • 9 · Prepaid expenses and deferred charges

    beginning of year $211,874 · end of year $185,132

  • 10a · Land, buildings and equipment: cost or other basis

    $237,486

  • 10b · Land, buildings and equipment: accumulated depreciation

    $198,335

  • 10c · Land, buildings and equipment, net

    beginning of year $63,605 · end of year $39,151

  • 12 · Investments: other securities

    beginning of year $1,298,632 · end of year $1,213,964

  • 14 · Intangible assets

    beginning of year $747,022 · end of year $479,507

  • 15 · Other assets

    beginning of year $125,768 · end of year $260,661

  • 17 · Accounts payable and accrued expenses

    beginning of year $587,223 · end of year $662,718

  • 19 · Deferred revenue

    beginning of year $775,931 · end of year $903,264

  • 25 · Other liabilities

    beginning of year $860,208 · end of year $716,825

  • 27 · Net assets without donor restrictions

    beginning of year $3,045,106 · end of year $3,170,559

Mission and programs · 2024

Mission

THE OHIO CREDIT UNION LEAGUE IS A CATALYST FOR CREDIT UNION SUCCESS.

Activities or mission (Part I)

THE OHIO CREDIT UNION LEAGUE("OCUL") IS THE STATE-LEVEL TRADE ASSOCIATION FOR CREDIT UNIONS DOMICILED IN OHIO. MEMBER BENEFITS INCLUDE COMPLIANCE SUPPORT, PROFESSIONAL DEVELOPMENT, LEGISLATIVE AND REGULATORY ADVOCACY, MEDIA AND PUBLIC RELATIONS, NETWORKING OPPORTUNITIES, AND PREFERENTIAL PRICING ON CERTAIN PRODUCTS.

  • LEGISLATIVE & REGULATORY ADVOCACY - THE LEGISLATIVE AND REGULATORYINTERESTS OF OHIO'S CREDIT UNIONS ARE PROTECTED, REPRESENTED, ANDADVANCED BY OCUL AT THE STATE AND FEDERAL LEVELS. WE CONDUCTRELATIONSHIP BUILDING ACTIVITIES SUCH AS CU TOURS, LEGISLATIVE EVENTS,HIKE THE HILL, STATEHOUSE & CAPITOL HILL LOBBYING, AND INTRODUCTION OFLEGISLATION. WE SPONSOR TWO PACS TO SUPPORT THOSE ELECTED OFFICIALSTHAT VISIBLY SUPPORT CREDIT UNIONS AND OUR ISSUES. GRASSROOTS ACTIVISMIS COORDINATED AS NEEDED.

  • COMMUNICATIONS & STRATEGIC RESOURCES - OHIO CREDIT UNIONS RECEIVE THEINFORMATION AND TOOLS THEY NEED TO ENGAGE IMPORTANT AUDIENCES SUCH ASLEGISLATORS, MEDIA, MEMBERS AND THEIR COMMUNITIES FROM OCUL. THERE ARESEVERAL VEHICLES FOR THIS INFORMATION, ALL DEDICATED TO THE ADVANCEMENTOF THE OHIO CREDIT UNION MOVEMENT. INCLUDED ARE MEMBER COMMUNICATIONS,MEDIA RELATIONS, AND STRATEGIC RESOURCES SUCH AS CUANALYZER, CUQUARTERLY PERFORMANCE REPORTS, FINDACREDITUNION.COM, AND CURRENTCONSUMER DATA.

  • COMPLIANCE SUPPORT - OHIO MEMBER CREDIT UNIONS RECEIVE ACCESS TO TOOLSAND OTHER RESOURCES REQUIRED TO ENSURE COMPLIANCE WITH APPLICABLE LAWSAND RULES. VEHICLES USED TO PROVIDE THE SUPPORT INCLUDE STAFF EXPERTS,OUR WEB-BASED MANUAL, INFOSIGHT, WEEKLY E-NEWSLETTERS, PERIODIC NEWSRELEASES, WEBINARS, SEMINARS, DISTANCE LEARNING TOOLS, AND FULL ACCESSTO THE MATERIALS PROVIDED BY OUR NATIONAL AFFILIATE, CUNA.

As filed on the 2024 return.

Listed in Part VII

  • BILL BURKE

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • MIRANDA MCCONOUGHEY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • JESSICA JONES

    SEC/TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • JACQUELINE MOORE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SCOTT HICKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • BRIAN MCCUE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SARIAH FLYNN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MICHAEL SFERRO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • PAUL MERCER

    EXECUTIVE DIRECTOR

    Total calculated
    $603,749
    From this org
    $592,780
    From related orgs
    $0
    Other
    $10,969
    Hours/week
    28 + 12 related

    Schedule J breakdown matched by us

    Base
    $423,019
    Bonus
    $166,989
    Other
    $2,772
    Deferred
    $10,605
    Nontaxable benefits
    $364
    Filer's total
    $603,749

  • EMILY LEITE

    CHIEF ADVOCACY OFFICER

    Total calculated
    $317,900
    From this org
    $259,752
    From related orgs
    $0
    Other
    $58,148
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $204,734
    Bonus
    $54,640
    Other
    $378
    Deferred
    $23,583
    Nontaxable benefits
    $34,565
    Filer's total
    $317,900

  • KIMBERLY CONNOR

    VP, MEMBER EXPERIENCE

    Total calculated
    $144,370
    From this org
    $131,787
    From related orgs
    $0
    Other
    $12,583
    Hours/week
    36 + 4 related

  • SEAN BROWN

    GENERAL COUNSEL

    Total calculated
    $138,001
    From this org
    $126,619
    From related orgs
    $0
    Other
    $11,382
    Hours/week
    38 + 2 related

  • AMY BONACUSE

    DIR, COMMUNICATIONS AND MARKETING

    Total calculated
    $116,431
    From this org
    $116,431
    From related orgs
    $0
    Other
    $0
    Hours/week
    26 + 14 related

  • KATHLEEN MATNEY

    DIR, DEVELOPMENT

    Total calculated
    $118,162
    From this org
    $107,714
    From related orgs
    $0
    Other
    $10,448
    Hours/week
    36 + 4 related

  • ANDREW CANAN

    DIR, POLITICAL AFFAIRS

    Total calculated
    $115,554
    From this org
    $102,946
    From related orgs
    $0
    Other
    $12,608
    Hours/week
    38 + 2 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 4B
THE ORGANIZATION HAS A CEO SUPPLEMENTAL RETIREMENT PLAN IN THE FORM OF A SECTION 162 BONUS PLAN.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • NAVATROS INC FKA OCUL SERVICES CORPORATION

    C · SERVICE PROVIDER · OH · 100% owned · share of income $2,679,501 · share of assets $5,566,974 · controlled entity

    Directly controlled by OHIO CREDIT UNION LEAGUE

  • OCUL INSURANCE AGENCY

    C · INSURANCE AGENCY · OH · 100% owned · share of income $543,112 · share of assets $171,430 · controlled entity

    Directly controlled by OHIO SERVICES CORPORATION

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202523169349304002

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