Totals
- Total revenue
- $40,934
- Total expenses
- $99,933
- Contributions and grants received
- $9,867
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $31,067
- Other revenue
- $0
- Total assets, end of year
- $870,377
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $870,377
- 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.
-
1f · All other contributions, gifts and grants
$9,867
-
1g · Noncash contributions included above
$9,867
-
3 · Investment income
total $31,067 · excluded $31,067
Functional expenses
Part IX, the statement of functional expenses.
-
11d · Fees: lobbying
total $90,000
-
11g · Fees: other
total $4,840
-
23 · Insurance
total $5,027
-
24a · Other expenses: BANK CHARGES
total $66
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $525,531 · end of year $465,971
-
2 · Savings and temporary cash investments
beginning of year $402,876 · end of year $402,876
-
4 · Accounts receivable
beginning of year $969 · end of year $1,530
-
27 · Net assets without donor restrictions
beginning of year $929,376 · end of year $870,377
Mission and programs · 2024
Mission
THE PRINCIPAL PURPOSES OF THE ASSOCIATION ARE TO PROMOTE THE COMMON BUSINESS INTERESTS OF THE CREDIT UNION INDUSTRY AND TO ADVOCATE FOR THE COMMON INTERESTS OF THE CREDIT UNIONS. IN FURTHERANCE OF THESE PURPOSES, THE ASSOCIATION INTENDS TO ENGAGE IN LOBBYING, LITIGATION AND REGULATORY/LEGISLATIVE ACTIVITIES, CONDUCT RESEARCH IN AREAS RELEVANT TO THE CREDIT UNION INDUSTRY, COMMUNICATE WITH THE PUBLIC AND ITS MEMBERS ABOUT SUCH MATTERS, AND ASSIST CREDIT UNION ORGANIZATIONS WITH THEIR LEGISLATIVE/REGULATORY UNDERTAKINGS.
Activities or mission (Part I)
THE PRINCIPAL PURPOSES OF THE ASSOCIATION ARE TO PROMOTE THE COMMON BUSINESS INTERESTS OF THE CREDIT UNION INDUSTRY AND TO ADVOCATE FOR THE COMMON INTERESTS OF CREDIT UNIONS.
-
ENGAGE IN LOBBYING, LITIGATION, PUBLIC RELATION AND REGULATORY/LEGISLATIVE ADVOCACY ACTIVITIES TO FURTHER THE INTERESTS OF CREDIT UNIONS AND THE CREDIT UNION INDUSTRY.
-
CONDUCT RESEARCH ON ISSUES OF INTEREST TO CREDIT UNIONS AND THE CREDIT UNION INDUSTRY.
-
COMMUNICATE WITH THE PUBLIC AND ITS MEMBERS ABOUT ISSUES OF INTEREST TO CREDIT UNIONS AND THE CREDIT UNION INDUSTRY.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
BILL BURKE
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
MIRANDA MCCONOUGHEY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
JESSICA JONES
SEC/TREASURER
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
JACQUELINE MOORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
SCOTT HICKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
BRIAN MCCUE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
SARIAH FLYNN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
MICHAEL SFERRO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
PAUL MERCER
EXECUTIVE DIRECTOR
- Total calculated
- $603,749
- From this org
- $0
- From related orgs
- $592,780
- Other
- $10,969
- Hours/week
- 0.5 + 39.5 related
Schedule J breakdown matched by us
- Base
- $0 + $423,019 related
- Bonus
- $0 + $166,989 related
- Other
- $0 + $2,772 related
- Deferred
- $0 + $10,605 related
- Nontaxable benefits
- $0 + $364 related
- Filer's total
- $0 + $603,749 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
- 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'S RELATED ORGANIZATION (OHIO CREDIT UNION LEAGUE) 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.
-
501(C)(6) · TRADE ASSOCIATION · OH
-
501(C)(3) · CHARITABLE ORGANIZATION · OH
Directly controlled by OHIO CREDIT UNION LEAGUE
-
OHIO CREDIT UNION LEGISLATIVE ACTION COMMITTEE
527 · POLITICAL ACTION COMMITTEE · OH
Directly controlled by OHIO CREDIT UNION LEAGUE
-
OHIO CREDIT UNION LEAGUE POLITICAL ACTION COMMITTEE
527 · POLITICAL ACTION COMMITTEE · OH
Directly controlled by OHIO CREDIT UNION LEAGUE
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.
-
C · SERVICE PROVIDER · OH · 100% owned · share of income $2,679,501 · share of assets $5,566,974
Directly controlled by OHIO CREDIT UNION LEAGUE
-
C · INSURANCE AGENCY · OH · 100% owned · share of income $543,112 · share of assets $171,430
Directly controlled by OCUL SERVICES CORPORATION
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523169349300142
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