OHIO CREDIT UNION FOUNDATION

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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

1997

Legal Domicile

Principal Officer

KIM CONNOR

Phone

8004862917

Tax Period

2023-01-01 to 2023-12-31

OHIO CREDIT UNION FOUNDATION, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $398K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $362K left a modest 9% surplus.

Mission

THE OHIO CREDIT UNION FOUNDATION SUPPORTS EDUCATIONAL AND OUTREACHINITIATIVES THAT PROMOTE FINANCIAL INDEPENDENCE THROUGH CREDIT UNIONS.

Program Service Accomplishments

Program 1

Expenses: $361,938 Revenue: $269,134

SCHOLARSHIPS FOR PROFESSIONAL DEVELOPMENT AND SECONDARY EDUCATION,GRANTS FOR OUTREACH AND FINANCIAL EDUCATION PROGRAMMING, AND DONATIONSFOR DISASTER RELIEF.

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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 $264,134

Program Service Revenue $0

Investment Income $56,578

Other Revenue $77,613

TOTAL REVENUE $398,325

Expense Breakdown

Grants Paid $276,889

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $361,938

Other Expenses $85,049

TOTAL EXPENSES $361,938

Year-over-Year Comparison

	2023	2022	Change
Revenue	$398,325	$333,827	+0.2%
Expenses	$361,938	$275,048	+0.3%
Net Income	$36,387	$58,779	-0.4%

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

$807,300

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANNIE FYE	CHAIR	0.00	Officer Director	$0	$0	$0
JOSH REAMS	VICE CHAIR	0.50	Officer Director	$0	$0	$0
TAMMY CANTRELL	SEC/TREASURER	0.50	Officer Director	$0	$0	$0
JACKIE MOORE	DIRECTOR	0.50	Director	$0	$0	$0
MIRANDA MCCONOUGHEY	DIRECTOR	0.50	Director	$0	$0	$0
DEAN PIELEMEIER	DIRECTOR	0.50	Director	$0	$0	$0
LIONEL HARRIS	DIRECTOR	0.50	Director	$0	$0	$0
PAUL MERCER	PRESIDENT	0.50	Officer	$0	$79,571	$629,365
KIMBERLY CONNER	DIR. MEMBER EXPERIENCE	0.50	Officer	$0	$66,172	$177,935

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	$398,325	$361,938	$1,957,683	$36,387
2022	$333,827	$275,048	$1,792,070	$58,779
2021	$264,696	$176,444	$1,603,461	$88,252
2020	$290,547	$291,386	$1,472,485	$-839
2019	$331,702	$153,678	$1,477,122	$178,024
2018	$288,175	$215,838	$1,284,555	$72,337