0202 Trupartner
- Assets
- $170.9m
- Revenue
- $9.3m
- Investments
- $92.5k
- Employees
- 79
- Location
- Cincinnati, OH
- Founding
- 04/1969
- Data as of
- 12/2023
- 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 12/2023, 0202 Trupartner employed 79 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 12/2023, 0202 Trupartner generated $9.3m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 4.2% each year. All expenses for the organization totaled $9.4m during the year ending 12/2023. While expenses have increased by 3.8% per year over the past 9 years. They've been increasing with an increasing level of total revenue. 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
2023
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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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Nina Myers President/ceo | Officer | 40 | $197,033 |
Kevin Dreyer CFO | Officer | 40 | $0 |
Steve Howe Chairman | Trustee | 2 | $0 |
Kyle Wirthwine Vice Chairman | Trustee | 2 | $0 |
Robert Killins Treasurer | Trustee | 2 | $0 |
Barbara Schmitz Secretary | 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 | $5,459,003 |
| Investment income | $2,316,078 |
| 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 | $9,286,165 |
| 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. | $197,033 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,423,266 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $476,174 |
| Payroll taxes | $205,386 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $11,500 |
| Fees for services: Accounting | $35,150 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $352,912 |
| Advertising and promotion | $190,686 |
| Office expenses | $148,649 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $547,771 |
| Travel | $13,232 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $4,193 |
| Interest | $637,376 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $103,815 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $9,399,061 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,493,115 |
| Savings and temporary cash investments | $70,813,112 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $765,019 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $90,044,172 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $505,311 |
| Net Land, buildings, and equipment | $4,169,508 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $92,500 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $2,968,686 |
| Total assets | $170,851,423 |
| Accounts payable and accrued expenses | $746,300 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| 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 | $746,300 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $151,689,495 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $18,415,628 |
| Total liabilities and net assets/fund balances | $170,851,423 |