THE OHIO EDUCATIONAL CREDIT UNION INC

EIN: 340153020

SEVEN HILLS, OH

Total Revenue
$8,284,121
Total Expenses
$7,314,419
Total Assets
$147,656,900
Net Assets
$8,689,091
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1933
Legal Domicile
OH
Principal Officer
JEROME VALCO
Phone
2166216296
Tax Period
2023-01-01 to 2023-12-31

THE OHIO EDUCATIONAL CREDIT UNION INC, founded in 1933, is a community nonprofit that reported $8.3M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $7.3M left a modest 12% surplus.

Mission

BUILDING OUR MEMBER'S FINANCIAL FUTURE THROUGH A FULL RANGE OF SUPERIOR FINANCIAL SERVICES, EDUCATION, AND EXCEPTIONAL VALUE.

Program Service Accomplishments

Program 1

THE CREDIT UNION PROVIDES ITS MEMBERS WITH CONSUMER LOAN PRODUCTS WHICH INCLUDE VEHICLE, SIGNATURE, CREDIT CARD, AND PRIVATE STUDENT LOANS, IN ADDITION TO INDIRECT VEHICLE LEASES. THE CREDIT UNION...

Read more

THE CREDIT UNION PROVIDES ITS MEMBERS WITH CONSUMER LOAN PRODUCTS WHICH INCLUDE VEHICLE, SIGNATURE, CREDIT CARD, AND PRIVATE STUDENT LOANS, IN ADDITION TO INDIRECT VEHICLE LEASES. THE CREDIT UNION ALSO OFFERS REAL ESTATE LOANS TO ITS MEMBERS, INCLUDING FIRST MORTGAGE AND HOME EQUITY LINES OF CREDIT.

Program 2

THE CREDIT UNION PROVIDES MEMBERS WITH TRANSACTION SHARE ACCOUNT SERVICES, WHICH INCLUDES SHARE DRAFT CHECKING, SHARE SAVINGS AND MONEY MARKET SHARE ACCOUNTS. TRANSACTION SHARE ACCOUNT PRODUCTS...

Read more

THE CREDIT UNION PROVIDES MEMBERS WITH TRANSACTION SHARE ACCOUNT SERVICES, WHICH INCLUDES SHARE DRAFT CHECKING, SHARE SAVINGS AND MONEY MARKET SHARE ACCOUNTS. TRANSACTION SHARE ACCOUNT PRODUCTS ENABLE MEMBERS TO CONDUCT THEIR DAY TO DAY FINANCIAL NEEDS WITH CONVENIENT SERVICES OF CASH, DIRECT DEPOSIT, CHECKS, ATMS, DEBIT CARDS, ACH, AUDIO RESPONSE, MOBILE AND ONLINE BANKING WITH BILL PAYMENT.

Program 3

THE CREDIT UNION PROVIDES TERM SAVINGS PRODUCTS TO ITS MEMBERS, WHICH INCLUDES IRA AND SHARE CERTIFICATES. CERTIFICATE TERMS RANGE FROM THREE MONTHS TO FIVE YEARS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $7,243,880
Investment Income $1,040,241
Other Revenue $0
TOTAL REVENUE $8,284,121

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,920,947
Fundraising Expenses $0
Other Expenses $4,393,472
TOTAL EXPENSES $7,314,419

Year-over-Year Comparison

2023 2022 Change
Revenue $8,284,121 $7,227,495 +0.1%
Expenses $7,314,419 $6,642,384 +0.1%
Net Income $969,702 $585,111 +0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
8
Independent Members
8
Employees
47
Volunteers
8

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
3
$472,579
Total Directors
8
$1,750
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TONY H SMITH SR BOARD PRESIDENT 10.00
Director
$1,000 $0 $1,000
JACKSON M BOYD BOARD VICE PRESIDENT 5.00
Director
$0 $0 $0
MARIO DANESE BOARD TREASURER 5.00
Director
$750 $0 $750
MYCHAEL HENDERSON BOARD SECRETARY 5.00
Director
$0 $0 $0
MARK BATES DIRECTOR 3.00
Director
$0 $0 $0
ROBERT W DOLAN DIRECTOR 3.00
Director
$0 $0 $0
MELODY PATTERSON DIRECTOR 3.00
Director
$0 $0 $0
PATRICK J POLEN DIRECTOR 3.00
Director
$0 $0 $0
JEROME R VALCO CEO 40.00
Officer
$170,313 $36,200 $206,513
SARAH L JANKOVIC CFO 40.00
Officer
$106,931 $25,466 $132,397
ANTHONY TOY CHIEF RETAIL SERVICES OFFI 40.00
Officer
$128,694 $4,975 $133,669
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 $8,284,121 $7,314,419 $147,656,900 $969,702
2022 $7,227,495 $6,642,384 $155,162,928 $585,111
2021 $6,516,857 $6,430,629 $152,807,950 $86,228
2020 $6,640,072 $6,902,341 $140,236,699 $-262,269
2019 $7,676,154 $7,544,636 $123,225,993 $131,518
2018 $7,298,012 $7,730,530 $122,878,179 $-432,518
Explore More Nonprofits
Top 100 Nonprofits in Ohio Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare THE OHIO EDUCATIONAL CREDIT UNION INC with other nonprofits in Ohio and across the country.