Totals
- Total revenue
- $4,219,949
- Total expenses
- $3,891,849
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $3,616,231
- Investment income
- $7,808
- Other revenue
- $595,910
- Total assets, end of year
- $5,343,010
- Total liabilities, end of year
- $2,604,980
- Net assets or fund balances, end of year
- $2,738,030
- 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 $2,994,381 · related or exempt $2,994,381
-
2b · Program service revenue: OSC MANAGEMENT AGREEME
total $621,850 · unrelated business $621,850
-
3 · Investment income
total $7,808 · excluded $7,808
-
11a · Other revenue: CONVENTION INCOME
total $549,057 · related or exempt $549,057
-
11b · Other revenue: MARKETING REIMBURSEMEN
total $46,853 · related or exempt $46,853
-
11e · Other revenue, total
$595,910
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,572,690
-
7 · Other salaries and wages
total $227,603
-
8 · Pension plan contributions
total $123,551
-
9 · Other employee benefits
total $301,092
-
10 · Payroll taxes
total $104,358
-
11b · Fees: legal
total $3,031
-
11c · Fees: accounting
total $31,410
-
11g · Fees: other
total $404,385
-
12 · Advertising and promotion
total $266,718
-
13 · Office expenses
total $21,569
-
14 · Information technology
total $55,881
-
16 · Occupancy
total $154,097
-
17 · Travel
total $55,792
-
19 · Conferences, conventions and meetings
total $391,171
-
20 · Interest
total $625
-
22 · Depreciation, depletion and amortization
total $51,327
-
23 · Insurance
total $45,418
-
24a · Other expenses: TRAINING AND MEETING
total $31,512
-
24b · Other expenses: DUES & SUBSCRIPTIONS
total $14,955
-
24c · Other expenses: BOARD & COMMITTEE MEETI
total $12,254
-
24d · Other expenses: TELEPHONE
total $10,850
-
24e · All other expenses
total $11,560
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,064,887 · end of year $1,751,145
-
2 · Savings and temporary cash investments
beginning of year $1,192,000 · end of year $744,000
-
4 · Accounts receivable
beginning of year $328,511 · end of year $435,205
-
9 · Prepaid expenses and deferred charges
beginning of year $182,308 · end of year $227,184
-
10a · Land, buildings and equipment: cost or other basis
$222,710
-
10b · Land, buildings and equipment: accumulated depreciation
$124,463
-
10c · Land, buildings and equipment, net
beginning of year $66,396 · end of year $98,247
-
12 · Investments: other securities
beginning of year $1,516,403 · end of year $1,083,982
-
14 · Intangible assets
beginning of year $0 · end of year $877,479
-
15 · Other assets
beginning of year $115,768 · end of year $125,768
-
17 · Accounts payable and accrued expenses
beginning of year $740,177 · end of year $639,573
-
19 · Deferred revenue
beginning of year $883,746 · end of year $968,618
-
25 · Other liabilities
beginning of year $0 · end of year $996,789
-
27 · Net assets without donor restrictions
beginning of year $2,842,350 · end of year $2,738,030
Mission and programs · 2022
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 2022 return.
Listed in Part VII
-
Dan SuttonDAN SUTTON
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Bill BurkeBILL BURKE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Miranda McConougheyMIRANDA MCCONOUGHEY
SEC/TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Jessica JonesJESSICA JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jacqueline MooreJACQUELINE MOORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Scott HicksSCOTT HICKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Barry ShanerBARRY SHANER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Brian McCueBRIAN MCCUE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Rosanne SchutzmanROSANNE SCHUTZMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Paul MercerPAUL MERCER
EXECUTIVE DIRECTOR
- Total calculated
- $577,934
- From this org
- $515,665
- From related orgs
- $0
- Other
- $62,269
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $380,509
- Bonus
- $118,100
- Other
- $17,056
- Deferred
- $27,450
- Nontaxable benefits
- $34,819
- Filer's total
- $577,934
-
Emily LeiteEMILY LEITE
SVP, ADVOCACY
- Total calculated
- $267,723
- From this org
- $236,606
- From related orgs
- $0
- Other
- $31,117
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $190,561
- Bonus
- $45,682
- Other
- $363
- Deferred
- $21,427
- Nontaxable benefits
- $9,690
- Filer's total
- $267,723
-
Laura AuxterLAURA AUXTER
SVP, MEMBER EXPERIENCE
- Total calculated
- $284,938
- From this org
- $232,581
- From related orgs
- $0
- Other
- $52,357
- Hours/week
- 12 + 28 related
Schedule J breakdown matched by us
- Base
- $185,972
- Bonus
- $45,682
- Other
- $927
- Deferred
- $21,589
- Nontaxable benefits
- $30,768
- Filer's total
- $284,938
-
Natalie PhillipsNATALIE PHILLIPS
SR. BUSINESS SOLUTIONS MANAGER
- Total calculated
- $150,475
- From this org
- $140,533
- From related orgs
- $0
- Other
- $9,942
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- $65,617
- Bonus
- $74,833
- Other
- $83
- Deferred
- $8,230
- Nontaxable benefits
- $1,712
- Filer's total
- $150,475
-
Jose OrtizJOSE ORTIZ
SR. BUSINESS SOLUTIONS MANAGER
- Total calculated
- $164,946
- From this org
- $124,096
- From related orgs
- $0
- Other
- $40,850
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- $58,169
- Bonus
- $65,788
- Other
- $139
- Deferred
- $11,481
- Nontaxable benefits
- $29,369
- Filer's total
- $164,946
-
Kyle AlfordKYLE ALFORD
DIRECTOR BUSINESS RESEARCH & DEVELOPMENT
- Total calculated
- $122,968
- From this org
- $107,828
- From related orgs
- $0
- Other
- $15,140
- Hours/week
- 8 + 32 related
-
Sean BrownSEAN BROWN
DIRECTOR, REGULATORY AFFAIRS
- Total calculated
- $113,961
- From this org
- $107,550
- From related orgs
- $0
- Other
- $6,411
- Hours/week
- 36 + 4 related
-
Kimberly ConnorKIMBERLY CONNOR
VP, MEMBER EXPERIENCE
- Total calculated
- $151,806
- From this org
- $107,830
- From related orgs
- $0
- Other
- $43,976
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $86,957
- Bonus
- $20,707
- Other
- $166
- Deferred
- $10,887
- Nontaxable benefits
- $33,089
- Filer's total
- $151,806
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.
-
OHIO CREDIT UNION DEFENSE COALITION
501(C)(6) · TRADE ASSOCIATION · OH
Directly controlled by OHIO CREDIT UNION LEAGUE
-
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 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.
-
OCUL SERVICES CORPORATION
C · SERVICE PROVIDER · OH · 100% owned · share of income $1,985,775 · share of assets $4,903,594 · controlled entity
Directly controlled by OHIO CREDIT UNION LEAGUE
-
OCUL INSURANCE AGENCY
C · INSURANCE AGENCY · OH · 100% owned · share of income $507,535 · share of assets $135,043 · controlled entity
Directly controlled by OHIO SERVICES CORPORATION
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 6 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202332859349301573
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