2025-11-12T11:05:42-06:00 2024-12-31 954083485 TURNER WARREN HWANG & CONRAD ACCTCY 100 NORTH FIRST ST STE 202 BURBANK CA 91502 990 2024-01-01 300277911 1934 COALITION 1934 8004862917 10 WEST BROAD STREET 1100 COLUMBUS OH 43215 PAUL MERCER EXEC DIR/OCUL PRESIDENT 8004862917 2025-11-10 1 1 NATALIE HULL CPA P00089332 8189549700 2024 2025-03-06 01:10:19Z X PAUL MERCER 10 WEST BROAD STREET 1100 COLUMBUS OH 43215 40934 0 X N/A X 2004 OH THE PRINCIPAL PURPOSES OF THE ASSOCIATION ARE TO PROMOTE THE COMMON BUSINESS INTERESTS OF THE CREDIT UNION INDUSTRY AND TO ADVOCATE FOR THE COMMON INTERESTS OF CREDIT UNIONS. 8 8 0 8 0 0 5055 9867 0 0 27308 31067 0 0 32363 40934 0 0 0 0 0 0 0 0 0 88116 99933 88116 99933 -55753 -58999 929376 870377 0 0 929376 870377 X THE PRINCIPAL PURPOSES OF THE ASSOCIATION ARE TO PROMOTE THE COMMON BUSINESS INTERESTS OF THE CREDIT UNION INDUSTRY AND TO ADVOCATE FOR THE COMMON INTERESTS OF THE CREDIT UNIONS. IN FURTHERANCE OF THESE PURPOSES, THE ASSOCIATION INTENDS TO ENGAGE IN LOBBYING, LITIGATION AND REGULATORY/LEGISLATIVE ACTIVITIES, CONDUCT RESEARCH IN AREAS RELEVANT TO THE CREDIT UNION INDUSTRY, COMMUNICATE WITH THE PUBLIC AND ITS MEMBERS ABOUT SUCH MATTERS, AND ASSIST CREDIT UNION ORGANIZATIONS WITH THEIR LEGISLATIVE/REGULATORY UNDERTAKINGS. 0 0 ENGAGE IN LOBBYING, LITIGATION, PUBLIC RELATION AND REGULATORY/LEGISLATIVE ADVOCACY ACTIVITIES TO FURTHER THE INTERESTS OF CREDIT UNIONS AND THE CREDIT UNION INDUSTRY. CONDUCT RESEARCH ON ISSUES OF INTEREST TO CREDIT UNIONS AND THE CREDIT UNION INDUSTRY. COMMUNICATE WITH THE PUBLIC AND ITS MEMBERS ABOUT ISSUES OF INTEREST TO CREDIT UNIONS AND THE CREDIT UNION INDUSTRY. 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 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 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X X LAUREN LAY CONTROLLER 9092126028 PLEXCITY -2855 E GUASTI ROAD SUITE ONTARIO CA 91761 BILL BURKE CHAIR 0.50 0.50 X X 0 0 0 MIRANDA MCCONOUGHEY VICE CHAIR 0.50 0.50 X X 0 0 0 JESSICA JONES SEC/TREASURER 0.50 0.50 X X 0 0 0 JACQUELINE MOORE DIRECTOR 0.50 0.50 X 0 0 0 SCOTT HICKS DIRECTOR 0.50 0.50 X 0 0 0 BRIAN MCCUE DIRECTOR 0.50 0.50 X 0 0 0 SARIAH FLYNN DIRECTOR 0.50 0.50 X 0 0 0 MICHAEL SFERRO DIRECTOR 0.50 0.50 X 0 0 0 PAUL MERCER EXECUTIVE DIRECTOR 0.50 39.50 X 0 592780 10969 0 592780 10969 0 0 1 0 0 9867 9867 9867 31067 31067 40934 0 0 31067 90000 4840 5027 BANK CHARGES 66 99933 525531 465971 402876 402876 969 1530 929376 870377 0 0 X 929376 870377 929376 870377 929376 870377 -58999 0 X X 1 X 0 1 0 90000 PART I-A, LINE 1: THE ORGANIZATION IS NOT INVOLVED IN ANY DIRECT POLITICAL CAMPAIGN ACTIVITY. THE ORGANIZATION'S ONLY INDIRECT POLITICAL CAMPAIGN ACTIVITIES ARE THE PAYMENTS OF GRASSROOT LOBBYING FEES AND CERTAIN ADMINSTRATIVE EXPENSES RELATED TO THE POLITICAL ACTION PROGRAMS AT THE FEDERAL AND STATE LEVEL IN SUPPORT OF CREDIT UNION ISSUES IN THE LEGISLATIVE AND REGULATORY ARENAS. GOVERNMENT ADVOCATES, INC. 1127 11TH STREET, SUITE 400 SACRAMENTO, CA 95814 0 X PART X, LINE 2: THE COALITION FOLLOWS THE ACCOUNTING GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE COALITION MAY RECOGNIZE A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAXEXEMPT STATUS OF THE COALITION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AS WELL AS ACCOUNTING IN INTERIM PERIODS. AS OF DECEMBER 31, 2024 AND 2023, THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES. 0 1 0 PAUL MERCER EXECUTIVE DIRECTOR 0 423019 0 166989 0 2772 0 10605 0 364 0 603749 0 0 PART I, LINE 4B THE ORGANIZATION'S RELATED ORGANIZATION (OHIO CREDIT UNION LEAGUE) HAS A CEO SUPPLEMENTAL RETIREMENT PLAN IN THE FORM OF A SECTION 162 BONUS PLAN. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER, THE OHIO CREDIT UNION LEAGUE. FORM 990, PART VI, SECTION A, LINE 7A THE BYLAWS OF THE ORGANIZATION ESTABLISHED AN ADVISORY COUNCIL CONSTITUTED OF THE INCUMBENT DIRECTORS OF THE ORGANIZATION'S SOLE MEMBER. AS OF DECEMBER 31, 2024, THE ORGANIZATION HAD ONE VACANT SEAT ON ITS BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B LIMITED GOVERNANCE AUTHORITIES ARE RESERVED TO THE MEMBERSHIP OF THE ORGANIZATION, INCLUDING: CALLING A SPECIAL MEETING OF THE MEMBERSHIP, AMENDING THE CODE OF REGULATIONS, AND DISSOLUTION OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE CPA FIRM RETAINED FOR AUDIT/REVIEW 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 ADVISORY COUNCIL 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 ADVISORY COUNCIL. FORM 990, PART VI, SECTION B, LINE 12C THE ADVISORY COUNCIL IS VERBALLY REMINDED OF OUR CONFLICT OF INTEREST POLICY AT THE BEGINNING OF EACH COUNCIL MEETING. THIS IS THE FIRST ITEM ON THE AGENDA. COUNCIL MEMBERS ARE REQUIRED TO NOTE WHETHER THEY HAVE A CONFLICT WITH ANY MEETING ITEM THEN RECUSE THEMSELVES AND LEAVE THE MEETING UNTIL THE ITEM HAS BEEN RESOLVED. FORM 990, PART VI, SECTION C, LINE 19 OHIO CREDIT UNION DEFENSE COALITION 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 THE INTERNAL REVENUE CODE SECTION 6104(D). FORM 990, PART XII, LINE 2C OHIO CREDIT UNION DEFENSE COALITION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OHIO CREDIT UNION LEAGUE 10 W BROAD ST SUITE 1100 COLUMBUS OH 43215 314359680 TRADE ASSOCIATION OH 501(C)(6) N/A 0 OHIO CREDIT UNION FOUNDATION 10 W BROAD ST SUITE 1100 COLUMBUS OH 43215 311582415 CHARITABLE ORGANIZATION OH 501(C)(3) LINE 7 OHIO CREDIT UNION LEAGUE 0 OHIO CREDIT UNION LEGISLATIVE ACTION COMMITTEE 10 W BROAD ST SUITE 1100 COLUMBUS OH 43215 310972975 POLITICAL ACTION COMMITTEE OH 527 OHIO CREDIT UNION LEAGUE 0 OHIO CREDIT UNION LEAGUE POLITICAL ACTION COMMITTEE 10 W BROAD ST SUITE 1100 COLUMBUS OH 43215 311700720 POLITICAL ACTION COMMITTEE OH 527 OHIO CREDIT UNION LEAGUE 0 OCUL SERVICES CORPORATION 10 W BROAD ST SUITE 1100 COLUMBUS OH 43215 310725246 SERVICE PROVIDER OH OHIO CREDIT UNION LEAGUE C 2679501 5566974 1.00000 0 OCUL INSURANCE AGENCY 10 W BROAD ST SUITE 1100 COLUMBUS OH 43215 310818842 INSURANCE AGENCY OH OCUL SERVICES CORPORATION C 543112 171430 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0