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Nonprofiteer
← OKLAHOMA CENTRAL CREDIT UNION

Form 990 for tax year 2023

Filed by OKLAHOMA CENTRAL CREDIT UNION.

Totals

Total revenue
$34,863,456
Total expenses
$28,010,061
Contributions and grants received
$0
Grants paid
$53,090
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • TIM HILLE

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • JOEL DOLLAR

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • PENNY CHEFFEY

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ANDY MURPHREE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANNE DORMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN PHELPS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN KUSHNERICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EUGENIA WILSON

    PRESIDENT/CEO

    Total calculated
    $615,160
    From this org
    $447,789
    From related orgs
    $0
    Other
    $167,371
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $364,807
    Bonus
    $73,732
    Other
    $9,250
    Deferred
    $151,458
    Nontaxable benefits
    $15,913
    Filer's total
    $615,160

  • WILLIAM JOLIN

    CFO

    Total calculated
    $188,415
    From this org
    $177,765
    From related orgs
    $0
    Other
    $10,650
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,604
    Bonus
    $27,161
    Other
    $0
    Deferred
    $6,879
    Nontaxable benefits
    $3,771
    Filer's total
    $188,415

  • SHELLI SCHROEDER

    EVP COO

    Total calculated
    $241,897
    From this org
    $217,654
    From related orgs
    $0
    Other
    $24,243
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,105
    Bonus
    $34,549
    Other
    $0
    Deferred
    $5,843
    Nontaxable benefits
    $18,400
    Filer's total
    $241,897

  • KATRINA MORTON

    VP OF LENDING

    Total calculated
    $170,359
    From this org
    $151,838
    From related orgs
    $0
    Other
    $18,521
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,850
    Bonus
    $21,988
    Other
    $0
    Deferred
    $5,300
    Nontaxable benefits
    $13,221
    Filer's total
    $170,359

  • JOYCE WHITE

    VP OF ACCOUNTING

    Total calculated
    $156,834
    From this org
    $143,659
    From related orgs
    $0
    Other
    $13,175
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,063
    Bonus
    $19,596
    Other
    $0
    Deferred
    $5,796
    Nontaxable benefits
    $7,379
    Filer's total
    $156,834

  • JEREMY LIPPIATT

    VP OF INTEGRATED TECHNOLOGY

    Total calculated
    $148,770
    From this org
    $136,491
    From related orgs
    $0
    Other
    $12,279
    Hours/week
    40

  • ALLEN COFFER

    VP OF STRATEGIC & INNOVATION

    Total calculated
    $132,520
    From this org
    $120,653
    From related orgs
    $0
    Other
    $11,867
    Hours/week
    40

  • MARGUERITE VAVRICK

    DIRECTOR OF HUMAN SERVICES

    Total calculated
    $131,383
    From this org
    $114,671
    From related orgs
    $0
    Other
    $16,712
    Hours/week
    40

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 — 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 · 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 3
THE PRESIDENT/CEO PARTICIPATES IN A NON-QUALIFIED 457(F) RETIREMENT PLAN. THE EXPENSE ACCRUED DURING THE YEAR ENDED DECEMBER 31, 2023 WAS $139,320. THIS IS INCLUDED IN DEFERRED COMPENSATION REPORTED WITH THE CEO'S DEFERRED COMPENSATION BENEFITS REPORTED IN PART VII AND SCH J, PART II. THERE WERE NO BENEFIT PAYOUTS DURING 2023.

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
11 October 2024
IRS schema version
2023v5.1
Source object
202422859349301132

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