OHIO CREDIT UNION LEAGUE LOCAL CHAPTERS GROUP RETURN

EIN: 311105890

COLUMBUS, OH

Total Revenue
$34,594
Total Expenses
$35,498
Total Assets
$46,890
Net Assets
$46,890
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Legal Domicile
OH
Principal Officer
PAUL MERCER
Phone
8004862917
Tax Period
2023-01-01 to 2023-12-31

OHIO CREDIT UNION LEAGUE LOCAL CHAPTERS GROUP RETURN is a micro nonprofit that reported $35K in total revenue in fiscal year 2023. Revenue surged 58% from the prior year, signaling strong growth momentum.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,750
Program Service Revenue $0
Investment Income $8
Other Revenue $26,836
TOTAL REVENUE $34,594

Expense Breakdown

Grants Paid $29,400
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $6,098
TOTAL EXPENSES $35,498

Year-over-Year Comparison

2023 2022 Change
Revenue $34,594 $21,958 +0.6%
Expenses $35,498 $29,278 +0.2%
Net Income $-904 $-7,320 -0.9%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
23
Independent Members
23
Employees
N/A
Volunteers
23

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
10
$629,365
Total Directors
24
$629,365
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAT WOHLFROM CHAIR CINCINNATI ALLIANCE 0.50
Officer Director
$0 $0 $0
CARL FITE SECRETARY CINCINNATI ALLIA 0.50
Officer Director
$0 $0 $0
JULIE DUDLEY CINCINNATI ALLIANCE 0.50
Director
$0 $0 $0
KAREN RIEL CINCINNATI ALLIANCE 0.50
Director
$0 $0 $0
EYDIE GLASSTETTER TREASURER CU4KIDS ALLIANCE 0.50
Officer Director
$0 $0 $0
ANGIE MAYNARD SECRETARY CU4KIDS ALLIANCE 0.50
Officer Director
$0 $0 $0
PATTI QUINN CU4KIDS ALLIANCE 0.50
Officer Director
$0 $0 $0
ALLYSON TATE CU4KIDS ALLIANCE 0.50
Director
$0 $0 $0
MIRANDA MCCONOUGHEY CU4KIDS/CHAIR NORTHEAST AL 1.00
Officer Director
$0 $0 $0
MICHELLE DALRYMPLE TREASURY NORTHEAST ALLIANC 1.00
Officer Director
$0 $0 $0
LORI GUZZI NORTHEAST ALLIANCE 0.50
Director
$0 $0 $0
LYNNE KLINE NORTHEAST ALLIANCE 0.50
Director
$0 $0 $0
MIKE LOSNECK NORTHEAST ALLIANCE 0.50
Director
$0 $0 $0
ANITA WALTERS NORTHEAST ALLIANCE 0.50
Director
$0 $0 $0
STEVE GRINDLE CHAIR NORTHWEST ALLIANCE 0.50
Officer Director
$0 $0 $0
VALERIE STRICKLAND SECRETARY NORTHWEST ALLIAN 0.50
Officer Director
$0 $0 $0
JENNIFER COMPTON NORTHWEST ALLIANCE 0.50
Director
$0 $0 $0
CHRISTIAN ELDEN NORTHWEST ALLIANCE 0.50
Director
$0 $0 $0
BILL HANN NORTHWEST ALLIANCE 0.50
Director
$0 $0 $0
JULIE KOMISAR NORTHWEST ALLIANCE 0.50
Director
$0 $0 $0
BECKY MCDONAGH NORTHWEST ALLIANCE 0.50
Director
$0 $0 $0
JENNIFER NELSON NORTHWEST ALLIANCE 0.50
Director
$0 $0 $0
ERIN HAGEDONR NORTHWEST ALLIANCE 0.50
Director
$0 $0 $0
PAUL MERCER PRESIDENT OCUL 1.00
Officer Director
$0 $79,571 $629,365
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $34,594 $35,498 $46,890 $-904
2022 $21,958 $29,278 $47,795 $-7,320
2021 $888 $15,188 $54,666 $-14,300
2020 $33,257 $14,856 $68,965 $18,401
2019 $16,393 $23,917 $50,564 $-7,524
2018 $39,031 $58,023 $58,088 $-18,992
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