Civic Intelligence

657 Ups Credit Union Inc

EIN 31-0583276 • 501(c)14 • Cincinnati, OH

Profile

Make loans and pay dividends

644 Linn Street APT 129Cincinnati, OH 45203-1733
Siviq Scores

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

Liabilities / Assets

96th percentile

0.94x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)14 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

12.50x

Higher debt load relative to revenue than 60% of similar nonprofits.

501(c)14 • $1M-$5M nonprofits • Source year 2024

Net Margin

68th percentile

7.4%

Higher net margin than 68% of similar nonprofits.

501(c)14 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)14 • $1M-$5M nonprofits • Source year 2024

Asset Growth

49th percentile

-9.2%

Faster asset growth than 49% of similar nonprofits.

501(c)14 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

20%

Faster revenue growth than 93% of similar nonprofits.

501(c)14 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$3,278,374

Down $331,743 (-9.2%) from 2023

Liabilities

Down

$3,066,050

Down $372,391 (-11%) from 2023

Net Assets

Up

$212,324

Up $40,648 (+24%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin68th percentile

Revenue

Up

$245,214

Up $40,710 (+20%) from 2023

Expenses

Down

$226,974

Down $14,216 (-5.9%) from 2023

Net Income

Up

$18,240

Up $54,926 (+150%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,706,056Liabilities 2010: $3,118,966Net Assets 2010: $587,0902010Assets 2011: $3,743,734Liabilities 2011: $3,200,419Net Assets 2011: $543,3152011Assets 2012: $3,647,413Liabilities 2012: $3,117,579Net Assets 2012: $529,8342012Assets 2013: $3,532,552Liabilities 2013: $3,029,206Net Assets 2013: $503,3462013Assets 2014: $3,704,456Liabilities 2014: $3,211,531Net Assets 2014: $492,9252014Assets 2015: $3,651,645Liabilities 2015: $3,183,073Net Assets 2015: $468,5722015Assets 2016: $3,818,174Liabilities 2016: $3,379,380Net Assets 2016: $438,7942016Assets 2017: $3,886,117Liabilities 2017: $3,485,604Net Assets 2017: $400,5132017Assets 2018: $3,761,109Liabilities 2018: $3,457,010Net Assets 2018: $304,0992018Assets 2019: $3,623,804Liabilities 2019: $3,393,301Net Assets 2019: $230,5032019Assets 2020: $3,855,065Liabilities 2020: $3,671,354Net Assets 2020: $183,7112020Assets 2021: $4,029,949Liabilities 2021: $3,847,413Net Assets 2021: $182,5362021Assets 2022: $3,957,955Liabilities 2022: $3,749,593Net Assets 2022: $208,3622022Assets 2023: $3,610,117Liabilities 2023: $3,438,441Net Assets 2023: $171,6762023Assets 2024: $3,278,374Liabilities 2024: $3,066,050Net Assets 2024: $212,3242024

Highlighted filing

2024

Assets$3,278,374
Liabilities$3,066,050
Net Assets$212,324
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$400K$200K$0-$200KExpenses 2010: $263,0332010Expenses 2011: $279,3412011Expenses 2012: $253,4552012Revenue 2013: $232,587Expenses 2013: $256,627Net Income 2013: -$24,0402013Revenue 2014: $237,786Expenses 2014: $244,026Net Income 2014: -$6,2402014Revenue 2015: $238,816Expenses 2015: $264,600Net Income 2015: -$25,7842015Revenue 2016: $234,831Expenses 2016: $264,609Net Income 2016: -$29,7782016Revenue 2017: $229,768Expenses 2017: $269,597Net Income 2017: -$39,8292017Revenue 2018: $216,281Expenses 2018: $312,695Net Income 2018: -$96,4142018Revenue 2019: $199,098Expenses 2019: $272,694Net Income 2019: -$73,5962019Revenue 2020: $190,918Expenses 2020: $237,710Net Income 2020: -$46,7922020Revenue 2021: $193,089Expenses 2021: $194,244Net Income 2021: -$1,1552021Revenue 2022: $216,413Expenses 2022: $191,739Net Income 2022: $24,6742022Revenue 2023: $204,504Expenses 2023: $241,190Net Income 2023: -$36,6862023Revenue 2024: $245,214Expenses 2024: $226,974Net Income 2024: $18,2402024

Highlighted filing

2024

Revenue$245,214
Expenses$226,974
Net Income$18,240
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,278,374
Liabilities
$3,066,050
Net assets
$212,324
Revenue
$245,214
Expenses
$226,974
Net income
$18,240
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$3.07$0.21$0.25$0.23$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.61$3.44$0.17$0.20$0.24$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.96$3.75$0.21$0.22$0.19$0.02
2021Detailed filing. Detailed filing data is available for this year.$4.03$3.85$0.18$0.19$0.19$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.86$3.67$0.18$0.19$0.24$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.62$3.39$0.23$0.20$0.27$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.76$3.46$0.30$0.22$0.31$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.89$3.49$0.40$0.23$0.27$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.82$3.38$0.44$0.23$0.26$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.65$3.18$0.47$0.24$0.26$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.70$3.21$0.49$0.24$0.24$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.53$3.03$0.50$0.23$0.26$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$3.12$0.53$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.74$3.20$0.54$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$3.12$0.59$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$245,214
Mission and Program Overview

Mission

Make loans and pay dividends

Make good credit loans to members in order to provide income to pay dividends

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$2,663,370$2,392,994▼ $270,376
Cash and Non-Interest-Bearing Accounts$621,066$430,224▼ $190,842
Savings and Temporary Cash Investments-$353,615-
Rtn Earn Endowment Incm Other Fnds$171,676$212,324▲ $40,648
Land, Buildings, and Equipment, Net$5,528$3,863▼ $1,665
Total Assets$3,610,117$3,278,374▼ $331,743
Other Assets Total$320,153$97,678▼ $222,475
Liabilities
Other Liabilities$3,420,366$3,024,567▼ $395,799
Accounts Payable and Accrued Expenses$18,075$41,483▲ $23,408
Total Liabilities$3,438,441$3,066,050▼ $372,391
Net Assets / Fund Balance
Total Net Assets Fund Balance$171,676$212,324▲ $40,648
Total Liabilities and Net Assets / Fund Balance$3,610,117$3,278,374▼ $331,743

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,863$22,971$26,834
Compensation and Service Providers
Top Officer Pay18th percentile

Board Members and Trustees

NameTitle
Robert PughPresident
Curtis ClementsBoard Member
William RoarkBoard Member
Pat BarkerSecretary
Harold DavisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$221,214
Investment Income
$24,000
Other Revenue
$0
Change in Net Assets
$18,240
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$124,483
Other Expenses$102,491
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$100,006--$100,006
All Other Expenses$29,155--$29,155
Fees for Services Accounting$15,938--$15,938
Other Employee Benefits$12,778--$12,778
Occupancy$11,058--$11,058
Office Expenses$8,908--$8,908
Payroll Taxes$8,099--$8,099
Information Technology$7,802--$7,802
Insurance$6,754--$6,754
Other Expenses$3,704--$3,704
Pension Plan Contributions$3,600--$3,600
Depreciation Depletion$2,529--$2,529
Total Functional Expenses$226,974$0$0$226,974
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$2,814,821
Share Balances$209,746
Reserves-
Undivided Earnings-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Review Form 991 at annual meeting”

Form 990, Part VI, Section C, Line 19

“Notice is posted at office and on statements that financials are available to public”

Filing and Contact Details

Filer

Filer Name
657 UPS Credit Union Inc
EIN
31-0583276
Phone
5132412892
Address
644 Linn Street APT 129, Cincinnati, OH 45203-1733

Signing Officer

Name
Tom Pugh
Title
President
Phone
5132412892
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Pugh
Formed
1955
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
2

Preparer

Firm
Allie Jackson & Associates Inc
Address
7297 Burlington Pike, Florence, KY 41042
Preparer
Allie L Jackson III
Phone
8595784581
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03863
IRS990ScheduleD/TotalLiabilityAmt03024567
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Review Form 991 at annual meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Notice is posted at office and on statements that financials are available to public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03610117
IRS990/TotalAssetsEOYAmt03278374
IRS990/TotalAssetsGrp/BOYAmt03610117
IRS990/TotalAssetsGrp/EOYAmt03278374
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0226974
IRS990/TotalFunctionalExpensesGrp/TotalAmt0226974
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03438441
IRS990/TotalLiabilitiesEOYAmt03066050
IRS990/TotalLiabilitiesGrp/BOYAmt03438441
IRS990/TotalLiabilitiesGrp/EOYAmt03066050
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0171676
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0212324
IRS990/TotalProgramServiceExpensesAmt0226974
IRS990/TotalProgramServiceRevenueAmt0221214
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0245214
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03610117
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03278374
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0644 Linn Street Suite 129
IRS990/USAddress/CityNm0Cincinnati
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045203
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tom Pugh
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05132412892
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0657 UPS Credit Union Inc
ReturnHeader/Filer/BusinessNameControlTxt0657U
ReturnHeader/Filer/EIN0310583276
ReturnHeader/Filer/PhoneNum05132412892
ReturnHeader/Filer/USAddress/AddressLine1Txt0644 Linn Street APT 129
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0452031733
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611137751
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Allie Jackson & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07297 Burlington Pike
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Florence
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd041042
ReturnHeader/PreparerPersonGrp/PhoneNum08595784581
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Allie L Jackson III
ReturnHeader/ReturnTs02025-11-12T03:05:27-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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