2024-10-09T16:35:16-05:00 2023-12-31 954083485 TURNER WARREN HWANG & CONRAD ACCTCY 100 NORTH FIRST ST STE 202 BURBANK CA 91502 990 2023-01-01 311105890 OHIO CREDIT UNION LEAGUE LOCAL CHAPTERS GROUP RETURN OHIO 8004862917 10 WEST BROAD STREET 1100 COLUMBUS OH 43215 PAUL MERCER PRESIDENT/CEO 8004862917 2024-10-07 1 1 VALENTINO CREUS CPA P01054153 8189549700 2023 2024-10-15 13:58:12Z PAUL MERCER 10 WEST BROAD STREET 1100 COLUMBUS OH 43215 99246 1 1 5102 X N/A X OH THE CU OUTREACH ALLIANCES ARE LOCAL/REGIONAL COLLABORATIONS OF CREDIT UNIONS THAT AGGREGATE LEADERSHIP, ENERGY AND FINANCIAL AND HUMAN RESOURCES FOR THE PURPOSE OF SPONSORING COMMUNITY OUTREACH INITIATIVES. 23 23 0 23 0 0 410 7750 0 0 8 8 21540 26836 21958 34594 16000 29400 0 0 0 0 0 0 0 13278 6098 29278 35498 -7320 -904 47795 46890 0 0 47795 46890 THE ALLIANCES ARE LOCAL/REGIONAL COLLABORATIONS OF CREDIT UNIONS THAT AGGREGATE LEADERSHIP ENERGY AND FINANCIAL AND HUMAN RESOURCES FOR THE PURPOSE OF SPONSORING COMMUNITY OUTREACH INITIATIVES. 0 0 THE ALLIANCES PROVIDED SCHOLARSHIPS, FUNDRAISING AND FINANCIAL EDUCATION TO SUPPORT THE COMMUNITY AND OHIO CREDIT UNIONS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X LAUREN LAY CONTROLLER 9092126028 PLEXCITY- 2100 E ROUTE 66 SUITE 101 GLENDORA CA 91740 PAT WOHLFROM CHAIR CINCINNATI ALLIANCE 0.50 X X 0 0 0 CARL FITE SECRETARY CINCINNATI ALLIA 0.50 X X 0 0 0 JULIE DUDLEY CINCINNATI ALLIANCE 0.50 X 0 0 0 KAREN RIEL CINCINNATI ALLIANCE 0.50 X 0 0 0 EYDIE GLASSTETTER TREASURER CU4KIDS ALLIANCE 0.50 X X 0 0 0 ANGIE MAYNARD SECRETARY CU4KIDS ALLIANCE 0.50 X X 0 0 0 PATTI QUINN CU4KIDS ALLIANCE 0.50 X X 0 0 0 ALLYSON TATE CU4KIDS ALLIANCE 0.50 X 0 0 0 MIRANDA MCCONOUGHEY CU4KIDS/CHAIR NORTHEAST AL 1.00 X X 0 0 0 MICHELLE DALRYMPLE TREASURY NORTHEAST ALLIANC 1.00 X X 0 0 0 LORI GUZZI NORTHEAST ALLIANCE 0.50 X 0 0 0 LYNNE KLINE NORTHEAST ALLIANCE 0.50 X 0 0 0 MIKE LOSNECK NORTHEAST ALLIANCE 0.50 X 0 0 0 ANITA WALTERS NORTHEAST ALLIANCE 0.50 X 0 0 0 STEVE GRINDLE CHAIR NORTHWEST ALLIANCE 0.50 X X 0 0 0 VALERIE STRICKLAND SECRETARY NORTHWEST ALLIAN 0.50 X X 0 0 0 JENNIFER COMPTON NORTHWEST ALLIANCE 0.50 X 0 0 0 CHRISTIAN ELDEN NORTHWEST ALLIANCE 0.50 X 0 0 0 BILL HANN NORTHWEST ALLIANCE 0.50 X 0 0 0 JULIE KOMISAR NORTHWEST ALLIANCE 0.50 X 0 0 0 BECKY MCDONAGH NORTHWEST ALLIANCE 0.50 X 0 0 0 JENNIFER NELSON NORTHWEST ALLIANCE 0.50 X 0 0 0 ERIN HAGEDONR NORTHWEST ALLIANCE 0.50 X 0 0 0 PAUL MERCER PRESIDENT OCUL 1.00 39.00 X X 0 549794 79571 0 549794 79571 0 0 1 0 0 7750 7750 8 8 91488 64652 26836 26836 34594 0 0 26844 29400 176 FINANCIAL EDUCATION AND 5922 35498 47795 46890 47795 46890 0 0 X 47795 46890 47795 46890 47795 46890 X -904 -1 X 0 0 0 AMUSEMENT PARKS TICKETS 26403 26403 25984 GOLF OUTING 35364 35364 13281 1 29721 29721 25387 91488 91488 64652 64652 26836 1 SCHOLARSHIPS AND EDUCATIONAL GRANTS 12 29400 PART I, LINE 2: ALL SCHOLARSHIP APPLICATIONS ARE REVIEWED AND EVALUATED AGAINST POLICIES/GUIDELINES TO ENSURE EQUITABLE TREATMENT. 0 1 0 PAUL MERCER PRESIDENT OCUL 0 398915 0 129359 0 21520 0 28727 0 50844 0 629365 0 0 PART I, LINE 4B THE ORGANIZATION HAS A CEO SUPPLEMENTAL RETIREMENT PLAN IN THE FORM OF A SECTION 162 BONUS PLAN. FORM 990, PART VI, SECTION A, LINE 6 EACH ALLIANCE IS COMPOSED OF CREDIT UNIONS INTERESTED IN THE OUTREACH INITIATIVES SUPPORTED BY THAT ALLIANCE. FORM 990, PART VI, SECTION A, LINE 7A THE OHIO CREDIT UNION LEAGUE CHAIR APPOINTS QUALIFIED INDIVIDUALS TO SERVE ON EACH ALLIANCE'S STEERING COMMITTEE. THE SIZE OF THE COMMITTEE MAY RANGE FROM 5 TO 9 MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B LIMITED GOVERNANCE AUTHORITIES ARE RESERVED TO THE SPONSORING ORGANIZATION, INCLUDING: APPOINTING REPRESENTATIVES TO THE RESPECTIVE OUTREACH ALLIANCE STEERING COMMITTEES AND ANNUAL AUTHORIZATION FOR CONTINUATION OR DISSOLUTION OF ANY INDIVDUAL OUTREACH ALLIANCE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE CPA FIRM RETAINED FOR AUDIT AND TAX REQUIREMENTS ANNUALLY. IN PREPARING THE 990 FILING, THE CPA FIRM WORKS WITH PLEXCITY STAFF AND OCUL MANAGEMENT. UPON COMPLETION THE FORM 990 IS MADE AVAILABLE FOR REVIEW BY THE FINANCE COMMITTEE AND THE STEERING COMMITTEE PRIOR TO FILING BY POSTING TO THE ORGANIZATION'S ONLINE GOVERNANCE PORTAL. IN ADDITION, THE 990 FILING IS INCORPORATED INTO THE NEXT SCHEDULED MEETING OF THE STEERING COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C EACH ALLIANCE STEERING COMMITTEE MEMBER IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. IN ADDITION, EACH ALLIANCE STEERING COMMITTEE MEMBER MUST ALERT THEIR FELLOW STEERING COMMITTEE MEMBERS OF ANY POTENTIAL CONFLICT PRIOR TO OR DURING ANY MEETINGS IN WHICH SUCH A CONFLICT EXISTS. THIS IS THE FIRST AGENDA ITEM AT EACH ALLIANCE STEERING COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS NO EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST, FOR THE SAME PERIOD OF TIME AS SET FORTH IN INTERNAL REVENUE CODE SECTION 6104(D). FORM 990, PART XI, LINE 9: ROUNDING -1.