0202 Trupartner
- Assets
- $197.8m
- Revenue
- $7.1m
- Investments
- $106.5k
- Employees
- 57
- Location
- Cincinnati, OH
- Founding
- 04/1969
- Data as of
- 12/2021
- EIN
- 31-0239312
Organization Overview
0202 Trupartner is located in Cincinnati, OH. The organization was established in 1969. According to its NTEE Classification (W61) the organization is classified as: Credit Unions, under the broad grouping of Public & Societal Benefit and related organizations. As of 12/2021, 0202 Trupartner employed 57 individuals. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. 0202 Trupartner is a 501(c)(14) and as such, is described as a "State Chartered Credit Union, Mutual Reserve Fund" by the IRS.
For the year ending 12/2021, 0202 Trupartner generated $7.1m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.6% each year. All expenses for the organization totaled $6.4m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO IMPROVE THE ECONOMIC AND SOCIAL WELL BEING OF EACH MEMBER BY PROVIDING A FULL RANGE OF QUALITY SERVICES THROUGH A SAFE AND SOUND BUSINESS THAT IS EFFICIENTLY AND PROFESSIONALLY OPERATED.
Describe the Organization's Program Activity:
Part 3 - Line 4a
NOT APPLICABLE FOR CREDIT UNIONS
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Nina Myers Current President/ceo | Officer | 40 | $122,283 |
Peter Tighe Former Interim Ceo/current | Officer | 40 | $119,654 |
Steve Howe Chairman | Trustee | 2 | $0 |
Kyle Wirthwine Vice Chairman | Trustee | 2 | $0 |
W Dolores Shaffer Board Member | Trustee | 1 | $0 |
Henry Washington Secretary/treasurer | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $4,743,209 |
| Investment income | $835,965 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $7,146,501 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $241,937 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,667,311 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $409,810 |
| Payroll taxes | $145,974 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $4,898 |
| Fees for services: Accounting | $52,565 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $121,080 |
| Advertising and promotion | $186,220 |
| Office expenses | $111,217 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $485,901 |
| Travel | $323 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $499,556 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $70,954 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $6,404,457 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,465,246 |
| Savings and temporary cash investments | $99,502,513 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $35,066 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $89,132,218 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $262,900 |
| Net Land, buildings, and equipment | $4,437,436 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $106,452 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $2,843,190 |
| Total assets | $197,785,021 |
| Accounts payable and accrued expenses | $775,203 |
| Grants payable | $0 |
| Deferred revenue | $95,000 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $870,203 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $179,450,465 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $17,464,353 |
| Total liabilities and net assets/fund balances | $197,785,021 |
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