Ohio Credit Union Defense Coalition

“The organization has one member, the ohio credit union league.”

“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.”

“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 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.”

“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.”

“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).”

“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.”