- Revenue 2024
- $251,427,949
- Expenses 2024
- $270,893,564
As filed
- Subsection
- 14
- Classification
- 1000
- Street
- 11311 CORNELL PARK DR
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Group exemption
A subordinate covered by the group exemption of OHIO CHARTERED CREDIT UNIONS (EIN 23-7092827). matched by us
The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
MARY CAY VESSELLS
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL JOHNSON
1ST VICE CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD ILLE
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
TIMOTHY D BALLINGER
PRESIDENT/CEO
- Total calculated
- $929,224
- From this org
- $871,288
- From related orgs
- $0
- Other
- $57,936
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $865,269
- Bonus
- $0
- Other
- $6,019
- Deferred
- $42,000
- Nontaxable benefits
- $15,936
- Filer's total
- $929,224
-
CHERYL HILL
2ND VICE CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1
-
GAYLE NYSWONGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JERRY CABE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PERRY ENGSTROM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT PEAK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ASHLEY CUNNINGHAM
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $251,095
- From this org
- $215,844
- From related orgs
- $0
- Other
- $35,251
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $215,344
- Bonus
- $500
- Other
- $0
- Deferred
- $21,802
- Nontaxable benefits
- $13,449
- Filer's total
- $251,095
-
DANIEL J VONDERHAAR
CHIEF FINANCIAL OFFICER
- Total calculated
- $280,511
- From this org
- $238,089
- From related orgs
- $0
- Other
- $42,422
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $238,089
- Bonus
- $0
- Other
- $0
- Deferred
- $22,220
- Nontaxable benefits
- $20,202
- Filer's total
- $280,511
-
JEFFREY LENZER
CHIEF RISK OFFICER
- Total calculated
- $242,456
- From this org
- $213,620
- From related orgs
- $0
- Other
- $28,836
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $213,620
- Bonus
- $0
- Other
- $0
- Deferred
- $21,526
- Nontaxable benefits
- $7,310
- Filer's total
- $242,456
-
JILL LINGO
CHIEF COMMUNICATION OFFICER
- Total calculated
- $251,382
- From this org
- $216,014
- From related orgs
- $0
- Other
- $35,368
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $216,014
- Bonus
- $0
- Other
- $0
- Deferred
- $21,919
- Nontaxable benefits
- $13,449
- Filer's total
- $251,382
-
JOSEPH ELAM
CHIEF INFORMATION OFFICER
- Total calculated
- $242,530
- From this org
- $200,572
- From related orgs
- $0
- Other
- $41,958
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $199,974
- Bonus
- $0
- Other
- $598
- Deferred
- $20,509
- Nontaxable benefits
- $21,449
- Filer's total
- $242,530
-
MELANIE DISNEY TAMASKA
CHIEF HUMAN RESOURCES OFFICER
- Total calculated
- $201,623
- From this org
- $170,745
- From related orgs
- $0
- Other
- $30,878
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,745
- Bonus
- $0
- Other
- $0
- Deferred
- $17,532
- Nontaxable benefits
- $13,346
- Filer's total
- $201,623
-
MELISSA ZIEGELMEYER
CHIEF AUDIT OFFICER
- Total calculated
- $212,750
- From this org
- $193,540
- From related orgs
- $0
- Other
- $19,210
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $189,940
- Bonus
- $0
- Other
- $3,600
- Deferred
- $18,634
- Nontaxable benefits
- $576
- Filer's total
- $212,750
-
NEIL D PETERSON
CHIEF CREDIT OFFICER
- Total calculated
- $274,971
- From this org
- $243,179
- From related orgs
- $0
- Other
- $31,792
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $243,179
- Bonus
- $0
- Other
- $0
- Deferred
- $24,482
- Nontaxable benefits
- $7,310
- Filer's total
- $274,971
-
NICHOLAS MCEVOY
CHIEF DELIVERY OFFICER
- Total calculated
- $252,164
- From this org
- $216,552
- From related orgs
- $0
- Other
- $35,612
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $216,552
- Bonus
- $0
- Other
- $0
- Deferred
- $22,163
- Nontaxable benefits
- $13,449
- Filer's total
- $252,164
-
ROBIN SARGENT
CHIEF SUPPORT OFFICER
- Total calculated
- $242,880
- From this org
- $208,139
- From related orgs
- $0
- Other
- $34,741
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $208,139
- Bonus
- $0
- Other
- $0
- Deferred
- $21,232
- Nontaxable benefits
- $13,509
- Filer's total
- $242,880
-
BRIAN LUCAS
SENIOR VICE PRESIDENT OF COMPLIANCE
- Total calculated
- $220,414
- From this org
- $189,279
- From related orgs
- $0
- Other
- $31,135
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $181,779
- Bonus
- $7,500
- Other
- $0
- Deferred
- $17,746
- Nontaxable benefits
- $13,389
- Filer's total
- $220,414
-
Aaron Williams
Mortgage Loan Originator
- Total calculated
- $202,129
- From this org
- $190,579
- From related orgs
- $0
- Other
- $11,550
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $190,579
- Bonus
- $0
- Other
- $0
- Deferred
- $1,846
- Nontaxable benefits
- $9,704
- Filer's total
- $202,129
-
AMY S WHEELER
SENIOR VICE PRESIDENT/CONTROLLER
- Total calculated
- $203,000
- From this org
- $166,043
- From related orgs
- $0
- Other
- $36,957
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $158,543
- Bonus
- $7,500
- Other
- $0
- Deferred
- $15,616
- Nontaxable benefits
- $21,341
- Filer's total
- $203,000
-
BRANDON J WHEATLEY
LOAN ORIGINATOR
- Total calculated
- $304,726
- From this org
- $294,363
- From related orgs
- $0
- Other
- $10,363
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $294,363
- Bonus
- $0
- Other
- $0
- Deferred
- $1,783
- Nontaxable benefits
- $8,580
- Filer's total
- $304,726
-
LAURA J WURZELBACHER
SENIOR VICE PRESIDENT OF FINANCIAL PLANNING & ANALYSIS
- Total calculated
- $218,009
- From this org
- $204,599
- From related orgs
- $0
- Other
- $13,410
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $197,099
- Bonus
- $7,500
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $13,410
- Filer's total
- $218,009
-
SCOTT MEYER
VICE PRESIDENT OF MORTGAGE ORIGINATIONS
- Total calculated
- $272,685
- From this org
- $263,603
- From related orgs
- $0
- Other
- $9,082
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $238,666
- Bonus
- $23,937
- Other
- $1,000
- Deferred
- $2,394
- Nontaxable benefits
- $6,688
- Filer's total
- $272,685
The first 25 listed. 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $251,427,949
- Expenses
- $270,893,564
- Contributions
- $0
- Grants paid
- $230,000
-
2023
- Revenue
- $238,144,145
- Expenses
- $246,606,321
- Contributions
- $0
- Grants paid
- $281,300
-
2022
- Revenue
- $167,594,908
- Expenses
- $134,004,722
- Contributions
- $0
- Grants paid
- $144,000
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Grants made
-
2024 GENERAL SUPPORT
-
Cincinnati Zoo & Botanical
$90,000
2023 GENERAL SUPPORT
-
Mercy Health Foundation
$34,000
2023 GENERAL SUPPORT
-
Xavier University
$25,000
2023 GENERAL SUPPORT
-
$25,000
2024 GENERAL SUPPORT
-
$19,500
2022 GENERAL SUPPORT
-
$18,500
2022 GENERAL SUPPORT
-
2023 GENERAL SUPPORT
-
Nest Community Learning Center
$15,000
2023 GENERAL SUPPORT
-
2023 GENERAL SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Related corporations and trusts on its 2024 return
-
C Corporation · MORTGAGE SERVICE · OH · 100% owned · controlled entity
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The IRS Business Master File ingested 5 October 2026, which is when the registration facts above were last refreshed for every organization. Returns through tax year 2024, the newest we have parsed for this organization.