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Nonprofiteer
← OKLAHOMA CENTRAL CREDIT UNION

Form 990 for tax year 2022

Filed by OKLAHOMA CENTRAL CREDIT UNION.

Totals

Total revenue
$26,582,769
Total expenses
$22,766,019
Contributions and grants received
$0
Grants paid
$40,000
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

  • TOM HILLE

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • PENNY CHEFFEY

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JOEL DOLLAR

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • ANNE DORMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN KUSHNERICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDY MURPHREE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN PHELPS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EUGENIA WILSON

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $2,209,837
    From this org
    $2,037,516
    From related orgs
    $0
    Other
    $172,321
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,967,890
    Bonus
    $68,438
    Other
    $1,188
    Deferred
    $150,285
    Nontaxable benefits
    $22,036
    Filer's total
    $2,209,837

  • SHELLI SCHROEDER

    EVP CHIEF OPERATING OFFICER

    Total calculated
    $239,107
    From this org
    $207,777
    From related orgs
    $0
    Other
    $31,330
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,987
    Bonus
    $30,611
    Other
    $179
    Deferred
    $5,285
    Nontaxable benefits
    $26,045
    Filer's total
    $239,107

  • WILLIAM JOLIN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $176,662
    From this org
    $167,998
    From related orgs
    $0
    Other
    $8,664
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,949
    Bonus
    $20,635
    Other
    $414
    Deferred
    $6,481
    Nontaxable benefits
    $2,183
    Filer's total
    $176,662

  • KATHLEEN MANNING

    DIRECTOR OF MARKETING

    Total calculated
    $140,004
    From this org
    $111,585
    From related orgs
    $0
    Other
    $28,419
    Hours/week
    40

  • MARGUERITE VAVRICK

    DIRECTOR OF HUMAN RESOURCES

    Total calculated
    $137,853
    From this org
    $114,698
    From related orgs
    $0
    Other
    $23,155
    Hours/week
    40

  • JEREMY LIPPIATT

    VP OF INTEGRATED TECHNOLOGY SERVICES

    Total calculated
    $148,801
    From this org
    $135,420
    From related orgs
    $0
    Other
    $13,381
    Hours/week
    40

  • ALLEN COFFER

    VP OF STRATEGY AND INNOVATION

    Total calculated
    $117,256
    From this org
    $102,389
    From related orgs
    $0
    Other
    $14,867
    Hours/week
    40

  • KATRINA MORTON

    VP OF LENDING

    Total calculated
    $151,959
    From this org
    $131,796
    From related orgs
    $0
    Other
    $20,163
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,622
    Bonus
    $3,400
    Other
    $774
    Deferred
    $5,121
    Nontaxable benefits
    $15,042
    Filer's total
    $151,959

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 4B
EUGENIA WILSON, CHIEF EXECUTIVE OFFICER, PARTICIPATED IN A NON-QUALIFIED 457(F) RETIREMENT PLAN IN 2022. THE TOTAL 2022 EMPLOYER CONTRIBUTIONS INTO THE PLAN ON BEHALF OF THE INDIVIDUAL IN THE AMOUNT OF $139,270 IS REPORTED AS DEFERRED COMPENSATION ON FORM 990, PART VII AND SCHEDULE J, PART II. THERE WAS ONE DISTRIBUTION IN FEBRUARY 2022 IN THE AMOUNT OF $1,604,464. THIS INFORMATION WAS INCLUDED IN DEFERRED COMPENSATION ON THE PRIOR YEARS' FORM 990, PART VII AND SCHEDULE J, PART II. THE INDIVIDUAL REACHED A SPECIFIED LEVEL OF VESTING IN 2022, SO THE DOLLAR AMOUNT IS NOW INCLUDED IN REPORTABLE COMPENSATION ON THE CURRENT YEAR FORM 990, PART VII, AND SCHEDULE J, PART II.

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

Provenance

Return type
form_990
Tax year
2022
Filed
28 September 2023
IRS schema version
2022v5.0
Source object
202332759349301028

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