Civic Intelligence

Trupartner Credit Union Inc

EIN 31-0239312 • 501(c)14 • Cincinnati, OH

View Organization Page

Profile

NONE

1717 Western AvenueCincinnati, OH 45214-2007

www.trupartnercu.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

1st percentile

0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

2nd percentile

0.07x

Higher debt load relative to revenue than 2% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Source year 2024

Net Margin

6th percentile

-2.7%

Higher net margin than 6% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

3rd percentile

-8.4%

Faster asset growth than 3% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Annualized from 2022 to 2024

Revenue Growth

41st percentile

13%

Faster revenue growth than 41% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets1st percentile

Assets

Down

$160,778,115

Down $10,073,308 (-5.9%) from 2023

Liabilities

Down

$675,873

Down $70,427 (-9.4%) from 2023

Net Assets

Down

$160,102,242

Down $10,002,881 (-5.9%) from 2023

Operations
Liabilities / Revenue2nd percentileNet Margin6th percentile

Revenue

Up

$9,975,140

Up $688,975 (+7.4%) from 2023

Expenses

Up

$10,242,596

Up $843,535 (+9.0%) from 2023

Net Income

Down

-$267,456

Down $154,560 (-137%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200M$150M$100M$50M$0Assets 2010: $88,684,752Liabilities 2010: $905,827Net Assets 2010: $87,778,9252010Assets 2011: $89,625,710Liabilities 2011: $821,395Net Assets 2011: $88,804,3152011Assets 2012: $93,563,053Liabilities 2012: $570,649Net Assets 2012: $92,992,4042012Assets 2013: $90,947,200Liabilities 2013: $565,726Net Assets 2013: $90,381,4742013Assets 2014: $93,288,096Liabilities 2014: $782,992Net Assets 2014: $92,505,1042014Assets 2015: $150,592,756Liabilities 2015: $1,178,157Net Assets 2015: $149,414,5992015Assets 2016: $149,162,709Liabilities 2016: $1,668,215Net Assets 2016: $147,494,4942016Assets 2017: $149,156,284Liabilities 2017: $950,806Net Assets 2017: $148,205,4782017Assets 2018: $151,115,032Liabilities 2018: $1,189,552Net Assets 2018: $149,925,4802018Assets 2019: $153,521,806Liabilities 2019: $338,002Net Assets 2019: $153,183,8042019Assets 2020: $180,132,798Liabilities 2020: $846,803Net Assets 2020: $179,285,9952020Assets 2021: $197,785,021Liabilities 2021: $870,203Net Assets 2021: $196,914,8182021Assets 2022: $191,608,743Liabilities 2022: $1,355,361Net Assets 2022: $190,253,3822022Assets 2023: $170,851,423Liabilities 2023: $746,300Net Assets 2023: $170,105,1232023Assets 2024: $160,778,115Liabilities 2024: $675,873Net Assets 2024: $160,102,2422024

Highlighted filing

2024

Assets$160,778,115
Liabilities$675,873
Net Assets$160,102,242
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,451,9152010Expenses 2011: $5,113,2262011Expenses 2012: $4,845,9922012Revenue 2013: $4,807,673Expenses 2013: $4,779,245Net Income 2013: $28,4282013Revenue 2014: $4,798,051Expenses 2014: $4,991,380Net Income 2014: -$193,3292014Revenue 2015: $6,395,785Expenses 2015: $6,699,678Net Income 2015: -$303,8932015Revenue 2016: $6,518,567Expenses 2016: $6,383,416Net Income 2016: $135,1512016Revenue 2017: $6,781,158Expenses 2017: $6,462,297Net Income 2017: $318,8612017Revenue 2018: $7,228,414Expenses 2018: $6,829,429Net Income 2018: $398,9852018Revenue 2019: $7,590,949Expenses 2019: $7,093,017Net Income 2019: $497,9322019Revenue 2020: $7,304,836Expenses 2020: $6,933,797Net Income 2020: $371,0392020Revenue 2021: $7,146,501Expenses 2021: $6,404,457Net Income 2021: $742,0442021Revenue 2022: $7,840,865Expenses 2022: $7,008,935Net Income 2022: $831,9302022Revenue 2023: $9,286,165Expenses 2023: $9,399,061Net Income 2023: -$112,8962023Revenue 2024: $9,975,140Expenses 2024: $10,242,596Net Income 2024: -$267,4562024

Highlighted filing

2024

Revenue$9,975,140
Expenses$10,242,596
Net Income-$267,456
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$160,778,115
Liabilities
$675,873
Net assets
$160,102,242
Revenue
$9,975,140
Expenses
$10,242,596
Net income
-$267,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$161$0.68$160$9.98$10.2$0.27
2023Detailed filing. Detailed filing data is available for this year.$171$0.75$170$9.29$9.40$0.11
2022Detailed filing. Detailed filing data is available for this year.$192$1.36$190$7.84$7.01$0.83
2021Detailed filing. Detailed filing data is available for this year.$198$0.87$197$7.15$6.40$0.74
2020Detailed filing. Detailed filing data is available for this year.$180$0.85$179$7.30$6.93$0.37
2019Detailed filing. Detailed filing data is available for this year.$154$0.34$153$7.59$7.09$0.50
2018Detailed filing. Detailed filing data is available for this year.$151$1.19$150$7.23$6.83$0.40
2017Detailed filing. Detailed filing data is available for this year.$149$0.95$148$6.78$6.46$0.32
2016Detailed filing. Detailed filing data is available for this year.$149$1.67$147$6.52$6.38$0.14
2015Detailed filing. Detailed filing data is available for this year.$151$1.18$149$6.40$6.70$0.30
2014Detailed filing. Detailed filing data is available for this year.$93.3$0.78$92.5$4.80$4.99$0.19
2013Detailed filing. Detailed filing data is available for this year.$90.9$0.57$90.4$4.81$4.78$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$93.6$0.57$93.0$4.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.6$0.82$88.8$5.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.7$0.91$87.8$5.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$9,975,140
Mission and Program Overview

Mission

NONE

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$151,689,495$141,913,170▼ $9,776,325
Other Notes and Loans Receivable, Net$90,044,172$83,437,979▼ $6,606,193
Savings and Temporary Cash Investments$70,813,112$67,882,896▼ $2,930,216
Rtn Earn Endowment Incm Other Fnds$18,415,628$18,189,072▼ $226,556
Land, Buildings, and Equipment, Net$4,169,508$3,993,966▼ $175,542
Cash and Non-Interest-Bearing Accounts$1,493,115$1,480,536▼ $12,579
Accounts Receivable$765,019$859,594▲ $94,575
Prepaid Expenses and Deferred Charges$505,311$470,538▼ $34,773
Investments Other Securities$92,500$89,471▼ $3,029
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$170,851,423$160,778,115▼ $10,073,308
Other Assets Total$2,968,686$2,563,135▼ $405,551
Liabilities
Accounts Payable and Accrued Expenses$746,300$675,873▼ $70,427
Total Liabilities$746,300$675,873▼ $70,427
Net Assets / Fund Balance
Total Net Assets Fund Balance$170,105,123$160,102,242▼ $10,002,881
Total Liabilities and Net Assets / Fund Balance$170,851,423$160,778,115▼ $10,073,308

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,707,848$3,623,865$6,331,713
Equipment$304,126$1,555,135$1,859,261
Land$981,992-$981,992
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nina MyersPresident/CEOFT$203,984$28,016$232,000
Kevin DreyerCFOFT$120,390$26,959$147,349

Board Members and Trustees

NameTitle
Steve HoweChairman
Kyle WirthwineVice Chairman
Kris WelchAssociate Board Member
Andrew SettersBoard Member
Bill HerringBoard Member
Barbara SchmitzSecretary
Robert KillinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,765,773
Investment Income
$2,713,659
Other Revenue
$1,495,708
Change in Net Assets
$-267,456

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,975,140
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$9,975,140
Total Revenue per Form 990
$9,975,140
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,736,631
Salaries, Compensation, and Employee Benefits$3,505,965
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,448,732
Interest---$892,526
Occupancy---$544,319
Other Employee Benefits---$444,227
Fees for Services Other---$328,405
Current Officers, Directors, Trustees, and Key Employees---$324,374
Advertising---$273,410
Payroll Taxes---$217,895
Office Expenses---$190,874
Depreciation Depletion---$137,996
Other Expenses---$93,725
Pension Plan Contributions---$70,737
Fees for Services Accounting---$30,000
Travel---$18,343
Conferences and Meetings---$6,809
Total Functional Expenses$0$0$0$10,242,596

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,242,596
Total Expenses per Audited Statements$10,242,596
Total Expenses per Form 990$10,242,596
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“In the credit union industry, members are the depositors and debtors who qualified for membership based on the field of membership as approved by the ohio division of financial institutions.”

Form 990, Part VI, Section A, Line 7A

“All members in good standing may participate in the election process for board members whose terms are to be renewed.”

Form 990, Part VI, Section A, Line 7B

“Limited decisions of the governing body are subject to approval by the members. The board of directors is guided by the bylaws and laws and regulations of the ohio division of financial institutions and the federal government.”

Form 990, Part VI, Section B, Line 11B

“The board of directors is provided a draft copy of form 990 and 990-t prior to being filed with the internal revenue service.”

Form 990, Part VI, Section B, Line 15A

“The process for determining compensation for the credit union's ceo includes a review by the board of directors using comparability data and goals established by the board. The board then approves an amount for compensation.”

Form 990, Part VI, Section C, Line 19

“The credit union's governing documents, conflict of interest policy, and financial statements are made available to the public upon request. The annual audited financial statements are also posted on the credit union's website.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Steve howe - 4304 fairdale ct, cincinnati, oh 45238. Kyle wirthwine - 1713 millville ave., hamilton, oh 45013. Robert killins - 1056 mound street, cincinnati, oh 45203. Barbara schmitz - 3 colonel pointe, wilder, ky 41076. Bill herring - 4725 hassman court, cincinnati, oh 45223. Andrew setters - 2735 arroya ridge ct, fairfield, oh 45011. Kris welch - 1151 olivia ln, cincinnati, oh 45238.”

Filing and Contact Details

Filer

Filer Name
Trupartner Credit Union Inc
EIN
31-0239312
Phone
5132412050
Address
1717 WESTERN AVENUE, CINCINNATI, OH 45214-2007

Signing Officer

Name
Nina Myers
Title
CEO
Phone
5132412050
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nina Myers
Formed
1937
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
80
Volunteers
0

Preparer

Firm
Whitmer & Company Cpas Llp
Address
615 ELSINORE PLACE SUITE 625, CINCINNATI, OH 45202-1427
Preparer
Sharon J Eddingfield
Phone
5133818010
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Decrease in member deposits (capital stock) -9,776,325.”

FORM 990, PART XII, LINE 2C:

“There have been no changes to the processes during the year.”

Financial Statement Notes

PART X, LINE 2:

“The credit union has adopted fasb accounting standards codification 740-10, accounting for uncertainty in income taxes and has evaluated its tax positions taken for all open tax years. Currently, 2024, 2023, 2022 and 2021 tax years are open and subject to examination by the internal revenue service. However, the credit union is not currently under audit nor has the organization been contacted by the internal revenue service.”

Raw XML AppendixShowing 400 of 422 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0746300
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0675873
IRS990/AccountsReceivableGrp/BOYAmt0765019
IRS990/AccountsReceivableGrp/EOYAmt0859594
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AdvertisingGrp/TotalAmt0273410
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum05132412050
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01717 WESTERN AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0452142007
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0151689495
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0141913170
IRS990/CashNonInterestBearingGrp/BOYAmt01493115
IRS990/CashNonInterestBearingGrp/EOYAmt01480536
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0324374
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt06809
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02713659
IRS990/CYOtherExpensesAmt06736631
IRS990/CYOtherRevenueAmt01495708
IRS990/CYProgramServiceRevenueAmt05765773
IRS990/CYRevenuesLessExpensesAmt0-267456
IRS990/CYSalariesCompEmpBnftPaidAmt03505965
IRS990/CYTotalExpensesAmt010242596
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt09975140
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0137996
IRS990/Desc0NOT APPLICABLE FOR CREDIT UNIONS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt080
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt030000
IRS990/FeesForServicesOtherGrp/TotalAmt0328405
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt728016
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt826959
IRS990/Form990PartVIISectionAGrp/PersonNm0STEVE HOWE
IRS990/Form990PartVIISectionAGrp/PersonNm1KYLE WIRTHWINE
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT KILLINS
IRS990/Form990PartVIISectionAGrp/PersonNm3BARBARA SCHMITZ
IRS990/Form990PartVIISectionAGrp/PersonNm4BILL HERRING
IRS990/Form990PartVIISectionAGrp/PersonNm5ANDREW SETTERS
IRS990/Form990PartVIISectionAGrp/PersonNm6KRIS WELCH
IRS990/Form990PartVIISectionAGrp/PersonNm7NINA MYERS
IRS990/Form990PartVIISectionAGrp/PersonNm8KEVIN DREYER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7203984
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8120390
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6ASSOCIATE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01937
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0211542
IRS990/GainOrLossGrp/SecuritiesAmt0483672
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0211542
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0483672
IRS990/GrossReceiptsAmt09975140
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/TotalAmt0892526
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02018445
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02018445
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt092500
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt089471
IRS990/IRPDocumentCnt02045
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05179000
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04169508
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03993966
IRS990/LandBldgEquipCostOrOtherBssAmt09172966
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt03028
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt03028
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0170105123
IRS990/NetAssetsOrFundBalancesEOYAmt0160102242
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0695214
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0695214
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt040900
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0544319
IRS990/OfficeExpensesGrp/TotalAmt0190874
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02968686
IRS990/OtherAssetsTotalGrp/EOYAmt02563135
IRS990/OtherChangesInNetAssetsAmt0-9776325
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0444227
IRS990/OtherExpensesGrp/Desc0OTHER OPERATING EXPENSE
IRS990/OtherExpensesGrp/Desc1LOANS - PROVISION FOR C
IRS990/OtherExpensesGrp/Desc2SHARES - PROVISION FOR
IRS990/OtherExpensesGrp/TotalAmt02661745
IRS990/OtherExpensesGrp/TotalAmt11558479
IRS990/OtherExpensesGrp/TotalAmt293725
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/BusinessCd1522100
IRS990/OtherRevenueMiscGrp/BusinessCd2522100
IRS990/OtherRevenueMiscGrp/Desc0INCOME FROM FEES AND C
IRS990/OtherRevenueMiscGrp/Desc1INSURANCE COMMISSIONS
IRS990/OtherRevenueMiscGrp/Desc2OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01399505
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt166357
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt220058
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01406265
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt166357
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt220058
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt06760
IRS990/OtherRevenueTotalAmt01495708
IRS990/OtherSalariesAndWagesGrp/TotalAmt02448732
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt090044172
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt083437979
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0217895
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt070737
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0505311
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0470538
IRS990/PrincipalOfficerNm0NINA MYERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST AND FEES ON L
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05765773
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05765773
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02316078
IRS990/PYOtherExpensesAmt06097202
IRS990/PYOtherRevenueAmt01511084
IRS990/PYProgramServiceRevenueAmt05459003
IRS990/PYRevenuesLessExpensesAmt0-112896
IRS990/PYSalariesCompEmpBnftPaidAmt03301859
IRS990/PYTotalExpensesAmt09399061
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09286165
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-267456
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt018415628
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt018189072
IRS990/SavingsAndTempCashInvstGrp/BOYAmt070813112
IRS990/SavingsAndTempCashInvstGrp/EOYAmt067882896
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02707848
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03623865
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06331713
IRS990ScheduleD/EquipmentGrp/BookValueAmt0304126
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01555135
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01859261
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt010242596
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0981992
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0981992
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt09975140
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION HAS ADOPTED FASB ACCOUNTING STANDARDS CODIFICATION 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. CURRENTLY, 2024, 2023, 2022 AND 2021 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. HOWEVER, THE CREDIT UNION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE ORGANIZATION BEEN CONTACTED BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03993966
IRS990ScheduleD/TotalExpensesPerForm990Amt010242596
IRS990ScheduleD/TotalRevenuePerForm990Amt09975140
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09975140
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010242596
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0203984
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1120390
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt010199
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt16020
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt017817
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt120939
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0NINA MYERS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KEVIN DREYER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0232000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1147349
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN THE CREDIT UNION INDUSTRY, MEMBERS ARE THE DEPOSITORS AND DEBTORS WHO QUALIFIED FOR MEMBERSHIP BASED ON THE FIELD OF MEMBERSHIP AS APPROVED BY THE OHIO DIVISION OF FINANCIAL INSTITUTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS IN GOOD STANDING MAY PARTICIPATE IN THE ELECTION PROCESS FOR BOARD MEMBERS WHOSE TERMS ARE TO BE RENEWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LIMITED DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS. THE BOARD OF DIRECTORS IS GUIDED BY THE BYLAWS AND LAWS AND REGULATIONS OF THE OHIO DIVISION OF FINANCIAL INSTITUTIONS AND THE FEDERAL GOVERNMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS IS PROVIDED A DRAFT COPY OF FORM 990 AND 990-T PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS FOR DETERMINING COMPENSATION FOR THE CREDIT UNION'S CEO INCLUDES A REVIEW BY THE BOARD OF DIRECTORS USING COMPARABILITY DATA AND GOALS ESTABLISHED BY THE BOARD. THE BOARD THEN APPROVES AN AMOUNT FOR COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CREDIT UNION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE ALSO POSTED ON THE CREDIT UNION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STEVE HOWE - 4304 FAIRDALE CT, CINCINNATI, OH 45238. KYLE WIRTHWINE - 1713 MILLVILLE AVE., HAMILTON, OH 45013. ROBERT KILLINS - 1056 MOUND STREET, CINCINNATI, OH 45203. BARBARA SCHMITZ - 3 COLONEL POINTE, WILDER, KY 41076. BILL HERRING - 4725 HASSMAN COURT, CINCINNATI, OH 45223. ANDREW SETTERS - 2735 ARROYA RIDGE CT, FAIRFIELD, OH 45011. KRIS WELCH - 1151 OLIVIA LN, CINCINNATI, OH 45238.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DECREASE IN MEMBER DEPOSITS (CAPITAL STOCK) -9,776,325.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THERE HAVE BEEN NO CHANGES TO THE PROCESSES DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0170851423
IRS990/TotalAssetsEOYAmt0160778115
IRS990/TotalAssetsGrp/BOYAmt0170851423
IRS990/TotalAssetsGrp/EOYAmt0160778115
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt080
IRS990/TotalFunctionalExpensesGrp/TotalAmt010242596
IRS990/TotalGrossUBIAmt06760
IRS990/TotalLiabilitiesBOYAmt0746300
IRS990/TotalLiabilitiesEOYAmt0675873
IRS990/TotalLiabilitiesGrp/BOYAmt0746300
IRS990/TotalLiabilitiesGrp/EOYAmt0675873
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0170105123
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0160102242
IRS990/TotalOtherCompensationAmt054975
IRS990/TotalProgramServiceRevenueAmt05765773
IRS990/TotalReportableCompFromOrgAmt0324374
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09968380
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09975140
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt06760
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0170851423
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0160778115
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt018343
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01717 WESTERN AVENUE
IRS990/USAddress/CityNm0CINCINNATI
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd0452142007
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0HTTP://WWW.TRUPARTNERCU.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NINA MYERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05132412050
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17

Document Assets

No mirrored PDF or thumbnail assets are attached yet.