AEROQUIP CREDIT UNION (EIN 382343676) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Legal Domicile

Principal Officer

LISA K ROBINSON

Phone

5177892890

Tax Period

2024-01-01 to 2024-12-31

AEROQUIP CREDIT UNION is a community nonprofit that reported $2.6M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $2.4M left a modest 7% surplus.

Mission

PROVIDE LOW COST LOANS AND FINANCIAL SERVICES TO MEMBERS.

🔒

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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,708,990

Investment Income $419,821

Other Revenue $496,910

TOTAL REVENUE $2,625,721

Expense Breakdown

Grants Paid $0

Salaries & Benefits $995,187

Fundraising Expenses $0

Other Expenses $1,444,842

TOTAL EXPENSES $2,440,029

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,625,721	$2,216,296	+0.2%
Expenses	$2,440,029	$2,017,938	+0.2%
Net Income	$185,692	$198,358	-0.1%

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

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

$111,489

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA K ROBINSON	MANAGER/CEO	40.00	Officer	$111,489	$0	$111,489
LINDA WAY	PRESIDENT	N/A	Officer Director	$0	$0	$0
ADAM CRUZ	VICE PRESIDE	N/A	Director	$0	$0	$0
GINA WESTON	TREASURER	N/A	Officer	$0	$0	$0
TIMOTHY SUMMERFELT	DIRECTOR	N/A	Director	$0	$0	$0
DEAN SIELER	DIRECTOR	N/A	Director	$0	$0	$0
DAVID SHERWOOD	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL PIERSON	DIRECTOR	N/A	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
2025	No data	No data	No data	No data
2024	$2,625,721	$2,440,029	$50,502,564	$185,692
2023	$2,216,296	$2,017,938	$50,976,033	$198,358
2022	$2,006,778	$2,082,546	$54,121,772	$-75,768
2021	$1,913,253	$1,926,306	$55,069,775	$-13,053
2020	$2,041,068	$1,823,113	$51,492,013	$217,955
2019	$2,131,275	$1,908,751	$44,576,660	$222,524
2018	$1,999,386	$1,763,556	$44,942,562	$235,830

AEROQUIP CREDIT UNION