TRUPARTNER CREDIT UNION INC (EIN 310239312) - 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

1937

Legal Domicile

Principal Officer

NINA MYERS

Phone

5132412050

Tax Period

2023-01-01 to 2023-12-31

TRUPARTNER CREDIT UNION INC, founded in 1937, is a community nonprofit that reported $9.3M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Net assets of $170.1M represent 220 months of operating reserves.

Mission

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.

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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 $0

Program Service Revenue $5,459,003

Investment Income $2,316,078

Other Revenue $1,511,084

TOTAL REVENUE $9,286,165

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,301,859

Fundraising Expenses $0

Other Expenses $6,097,202

TOTAL EXPENSES $9,399,061

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,286,165	$7,840,865	+0.2%
Expenses	$9,399,061	$7,008,935	+0.3%
Net Income	$-112,896	$831,930	-1.1%

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

Volunteers

N/A

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

$209,365

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NINA MYERS	PRESIDENT/CEO	40.00	Officer	$197,033	$12,332	$209,365
KEVIN DREYER	CFO	40.00	Officer	$0	$0	$0
STEVE HOWE	CHAIRMAN	2.00	Director	$0	$0	$0
KYLE WIRTHWINE	VICE CHAIRMAN	2.00	Director	$0	$0	$0
ROBERT KILLINS	TREASURER	2.00	Director	$0	$0	$0
BARBARA SCHMITZ	SECRETARY	2.00	Director	$0	$0	$0
HENRY WASHINGTON	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL HERRING	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW SETTERS	BOARD MEMBER	1.00	Director	$0	$0	$0

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	$9,286,165	$9,399,061	$170,851,423	$-112,896
2023	$9,286,165	$9,399,061	$170,851,423	$-112,896
2022	$7,840,865	$7,008,935	$191,608,743	$831,930
2021	$7,146,501	$6,404,457	$197,785,021	$742,044
2020	$7,304,836	$6,933,797	$180,132,798	$371,039
2019	$7,590,949	$7,093,017	$153,521,806	$497,932
2018	$7,228,414	$6,829,429	$151,115,032	$398,985

TRUPARTNER CREDIT UNION INC