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Nonprofit · EIN 31-6040060

OUCU FINANCIAL CREDIT UNION INC

Also known as ROBERTA KREITZ CFO

Tax-exempt · ATHENS, OH 45701

Financials

$28.8M$25M2023$31.9M$29.5M2024
Revenue Expenses · by fiscal year end
Financials of OUCU FINANCIAL CREDIT UNION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$31,880,517$29,483,775$2,396,742$502,923,943$451,840,874$51,083,069
December 31, 2023990$28,784,016$24,978,792$3,805,224$510,244,026$462,350,083$47,893,943
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$29,891,276
Investment income
$1,989,241
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$2,209,984
Other salaries and wages
$7,461,023
Salaries, compensation and benefits (total)
$12,364,801
Professional fundraising fees
$0
Legal fees
$71,166
Accounting fees
$208,903
Occupancy
$723,827
Travel
$297,757
Depreciation
$243,061
Program services (functional)
$29,483,775

Balance sheet and other

Total assets, start of year
$510,244,026
Total assets, end of year
$502,923,943
Total liabilities, end of year
$451,840,874
Net assets, end of year
$51,083,069
Land, buildings and equipment
$13,305,675
Gross unrelated business income
$1,633,916
Gross receipts
$31,880,517
Employees
142
Volunteers
0
Year formed
1955
State of legal domicile
OH

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
ROMNEY COXSR FINANCIAL ADVISOR
Highest-paid employee
40$750,710$41,900
CORY CORRIGANCEO
Officer
40$489,434$41,400
JEAN BLAIRCTO
Officer
40$274,902$41,398
DANITA SHARPCOO
Officer
40$272,373$32,685
AUDREY LANNINGVP OF MARKETING
Officer
40$227,326$25,729
DEBRA WAYLANDCAO
Officer
40$226,046$25,671
TRACEY JAMESVP OF RISK
Highest-paid employee
40$206,763$24,811
BRIAN SMITH-VANDERGRIFFCHIEF FINANCIAL & STRATEGY OFFICER
Officer
40$205,543$13,357
NICHOLAS JENSENCFO
Officer
40$187,673$0
MARK SNIDERSR FINANCIAL ADVISOR
Highest-paid employee
40$186,039$0
LAURA PRATTMARKETING MANAGER
Highest-paid employee
40$149,871$17,985
DONNA RUSSELLSR COMMERCIAL LENDER
Highest-paid employee
40$146,661$17,599
SAMANTHA HIBBARDVP OF RETAIL SALES AND SERVICE
Officer
40$130,756$15,691
BUTCH HILLDIRECTOR
Trustee or director
1$0$0
BOB COURTNEYDIRECTOR
Trustee or director
1$0$0
9 more people on this return
NameTitleHours / weekCompensation
TRAVIS DAVIDSONDIRECTOR
Trustee or director
1$0
KAREN DEARDORFFDIRECTOR
Trustee or director
1$0
WARREN JEFFERSDIRECTOR
Trustee or director
1$0
THOM LUCEDIRECTOR
Trustee or director
1$0
TOM PERRYDIRECTOR
Trustee or director
1$0
CLIF MASONDIRECTOR
Trustee or director
1$0
JENNIFER L'HEUREUXDIRECTOR
Trustee or director
1$0
TRACY KELLYDIRECTOR
Trustee or director
1$0
WES HARKINSDIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 25 people
NameTitleHours / weekCompensationOther / benefits
CORY CORRIGANCEO
Officer
40$540,290$39,914
ROMNEY GARNERSENIOR FINANCIAL ADVISOR
Highest-paid employee
40$499,736$24,797
BRIAN SMITH-VANDERGRIFFCFO
Officer
40$456,779$28,147
DANITA SHARPCOO
Officer
40$244,865$22,500
JEAN BLAIRVP OF TECHNOLOGY
Officer
40$222,505$26,995
AUDREY DICKENVP OF MARKETING
Officer
40$200,459$24,406
PHILIP MEYERFORMER CEO
Former
1$211,097$0
DEBRA WAYLANDVP OF ORGANIZATION DEVELOPMENT & HUMAN RESOURCES
Officer
40$187,237$16,509
TRACEY JAMESVP OF RISK MANAGEMENT
Highest-paid employee
40$177,246$25,962
LAURA PRATTMARKETING MANAGER
Highest-paid employee
40$134,001$22,351
DONNA RUSSELLBUSINESS SERVICES MANAGER
Highest-paid employee
40$122,588$20,094
LAURA HUMPHREYSMORTGAGE & LOAN SERVICING MANAGER
Highest-paid employee
40$123,213$7,619
MICHELE MARRAMANAGER BUSINESS ACCOUNTING & TAX SERVICES
Highest-paid employee
40$112,202$8,494
AARON BOWERSOCKSYSTEM ADMINISTRATOR DATA MGMT ANALYST
Officer
40$101,937$16,251
TIFFANY SIMSCOMMERCIAL LENDER
Officer
40$110,888$6,673
SAMANTHA HIBBARDAVP BRANCH OPERATIONS
Officer
40$101,011$9,888
JENNIFER L'HEUREUXDIRECTOR
Trustee or director
1$0$0
BARBARA REEVESDIRECTOR
Trustee or director
1$0$0
CHUCK CULPDIRECTOR
Trustee or director
1$0$0
KAREN DEARDORGGDIRECTOR
Trustee or director
1$0$0
TRAVIS DAVIDSONDIRECTOR
Trustee or director
1$0$0
ROBERT COURTNEYTREASURER
Trustee or director, Officer
1$0$0
WARREN JEFFERSDIRECTOR
Trustee or director
1$0$0
THOMAS LUCEVICE CHAIR
Trustee or director
1$0$0
WILLIAM T PERRYDIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
944 E STATE ST, ATHENS, OH 45701-2116
Principal officer (990 for 2024)
CORY A CORRIGAN, 944 E STATE STREET, ATHENS, OH 45701
Signed the 990
CORY CORRIGAN, CEO
Phone
(740) 597-2800
Return prepared by
GBQ PARTNERS LLC

Mission

SEE SCHEDULE O

990 for the year ended December 31, 2024

Program accomplishments

  • THE OUCU FINANCIAL CREDIT UNION HAS PROVIDED OVER 25,000+ MEMBERS WITH SAFETY AND SOUNDESS OF THEIR DEPOSITS MADE TO US, AS SHOWN BY GROWTH IN DEPOSIT BALANCES FROM THE PREVIOUS YEAR. IN ADDITION TO HAVING OFFERED OUR MEMBERS THE SAFETY OF THEIR SAVINGS, WE ALSO HAVE CONTINUED TO OFFER A VAST ARRAY OF ADDITIONAL PRODUCTS AND SERVICES TO HELP PROMOTE THEIR FINANCIAL WELL-BEING INCLUDING FIRST AND SECOND MORTGAGES, AUTO LOANS, SECURED AND UNSECURED LOANS, CREDIT CARDS, AND MEMBER BUSINESS LOANS. FREE SEMINARS TO EDUCATE OUR MEMBERS ON SUCH TOPICS AS HOMEBUYING, IRA'S, WILLS & TRUSTS, LONG-TERM CARE INSURANCE, AND OTHER FINANCIAL RELATED TOPICS ARE ANOTHER BENEFIT WE PROVIDE TO HELP ENSURE MEMBERS REACH THEIR FINANCIAL GOALS. WE ARE DEDICATED TO CONTINUE OFFERING OUR MEMBERS THESE PRODUCTS AND SERVICES IN THE FUTURE AND UPGRADE OUR PRODUCTS AND SERVICES TO BEST SERVE THEM AS NEEDED.
    Expenses $29,483,775

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
31-6040060
Tax-exempt status
501(c)(14): State-chartered credit union
Donations deductible
No
Exempt since
1969
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$502,923,943
Income (IRS master file)
$31,880,517

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$31,880,517$29,483,775$502,923,943XML
990December 2023$28,784,016$24,978,792$510,244,026XML
990December 2022$22,921,961$20,793,549$467,392,583IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-6040060).

Questions about OUCU FINANCIAL CREDIT UNION INC

What is the EIN of OUCU FINANCIAL CREDIT UNION INC?
The employer identification number (EIN) of OUCU FINANCIAL CREDIT UNION INC is 31-6040060.
Is OUCU FINANCIAL CREDIT UNION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1969.
Are donations to OUCU FINANCIAL CREDIT UNION INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does OUCU FINANCIAL CREDIT UNION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of OUCU FINANCIAL CREDIT UNION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OUCU FINANCIAL CREDIT UNION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of OUCU FINANCIAL CREDIT UNION INC?
The 990 for the year ended December 31, 2024 names CORY A CORRIGAN.
Who are the officers and directors of OUCU FINANCIAL CREDIT UNION INC?
The 990 for the year ended December 31, 2024 lists 24 people; 13 received compensation from the organization, the highest $750,710 (ROMNEY COX, SR FINANCIAL ADVISOR).
How much revenue does OUCU FINANCIAL CREDIT UNION INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $31,880,517, expenses of $29,483,775 and total assets of $502,923,943 at year end.

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