THE ASSOCIATED CREDIT UNION FOUNDATION INC (EIN 262834337) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

TIMOTHY BRIDGES

Phone

7704488200

Tax Period

2023-01-01 to 2023-12-31

THE ASSOCIATED CREDIT UNION FOUNDATION INC, founded in 2008, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $191K in total revenue in fiscal year 2023.

Mission

PROMOTE LOCAL AND COMMUNITY DEVELOPMENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $193,399

Program Service Revenue $0

Investment Income $0

Other Revenue $-2,738

TOTAL REVENUE $190,661

Expense Breakdown

Grants Paid $184,951

Salaries & Benefits $0

Fundraising Expenses $3,299

Program Expenses $185,216

Other Expenses $12,258

TOTAL EXPENSES $197,209

Year-over-Year Comparison

	2023	2022	Change
Revenue	$190,661	$180,257	+0.1%
Expenses	$197,209	$148,761	+0.3%
Net Income	$-6,548	$31,496	-1.2%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,677,290

Total Directors

$1,782,290

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
C LIN HODGES CPA	PRESIDENT, CEO, DIRECTOR	1.00	Officer Director	$0	$49,818	$1,060,331
TIMOTHY G BRIDGES CPA	CFO	1.00	Officer Director	$0	$49,818	$580,959
TIM F KERCHEVAL	DIRECTOR	1.00	Officer Director	$0	$0	$12,000
EXCEPTIONAL HARDEN	CHAIRMAN	1.00	Officer Director	$0	$0	$12,000
NANCY J GARNER	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$12,000
GEORGE M CLARKE	DIRECTOR	1.00	Director	$0	$0	$12,000
CHARLES GEHRMANN	DIRECTOR	1.00	Director	$0	$0	$12,000
MARGARET L PITTMAN	DIRECTOR	1.00	Director	$0	$0	$12,000
KEITH GETTMANN	DIRECTOR	1.00	Director	$0	$0	$12,000
DOYLE SPEARS	DIRECTOR	1.00	Director	$0	$0	$12,000
JENNIFER H CHAPIN	DIRECTOR	1.00	Director	$0	$0	$12,000
ALLEN BRYAN	DIRECTOR	1.00	Director	$0	$0	$11,000
JOHN A PETROS	DIRECTOR	1.00	Director	$0	$0	$12,000
ALEX BARDI	DIRECTOR	1.00	Director	$0	$0	$10,000

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$190,661	$197,209	$105,390	$-6,548
2022	$180,257	$148,761	$111,938	$31,496

THE ASSOCIATED CREDIT UNION FOUNDATION INC