2025-11-17T15:07:34-06:00 2024-12-31 311223798 WHITMER & COMPANY CPAS LLP 615 ELSINORE PLACE SUITE 625 CINCINNATI OH 452021427 990 2024-01-01 310239312 TRUPARTNER CREDIT UNION INC TRUP 5132412050 1717 WESTERN AVENUE CINCINNATI OH 452142007 NINA MYERS CEO 5132412050 2025-11-17 1 0 SHARON J EDDINGFIELD P01473551 5133818010 2024 2025-03-06 01:10:19Z NINA MYERS 1717 WESTERN AVENUE CINCINNATI OH 452142007 9975140 0 X HTTP://WWW.TRUPARTNERCU.ORG X 1937 OH 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. 7 7 80 0 6760 0 0 0 5459003 5765773 2316078 2713659 1511084 1495708 9286165 9975140 0 0 0 0 3301859 3505965 0 0 0 6097202 6736631 9399061 10242596 -112896 -267456 170851423 160778115 746300 675873 170105123 160102242 NONE 0 0 NOT APPLICABLE FOR CREDIT UNIONS 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2045 0 1 80 1 1 1 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 1 1 1 1 1 0 0 1 1 1 0 0 X THE ORGANIZATION 5132412050 1717 WESTERN AVENUE CINCINNATI OH 452142007 STEVE HOWE CHAIRMAN 2.00 X 0 0 0 KYLE WIRTHWINE VICE CHAIRMAN 2.00 X 0 0 0 ROBERT KILLINS TREASURER 2.00 X 0 0 0 BARBARA SCHMITZ SECRETARY 2.00 X 0 0 0 BILL HERRING BOARD MEMBER 1.00 X 0 0 0 ANDREW SETTERS BOARD MEMBER 1.00 X 0 0 0 KRIS WELCH ASSOCIATE BOARD MEMBER 1.00 X 0 0 0 NINA MYERS PRESIDENT/CEO 40.00 X 203984 0 28016 KEVIN DREYER CFO 40.00 X 120390 0 26959 324374 0 54975 2 0 1 0 0 INTEREST AND FEES ON L 522100 5765773 5765773 5765773 2018445 2018445 483672 211542 0 0 483672 211542 695214 695214 INCOME FROM FEES AND C 522100 1406265 1399505 6760 INSURANCE COMMISSIONS 522100 66357 66357 OTHER INCOME 522100 20058 20058 3028 3028 1495708 9975140 9968380 6760 0 324374 2448732 70737 444227 217895 30000 328405 273410 190874 544319 18343 6809 892526 137996 OTHER OPERATING EXPENSE 2661745 LOANS - PROVISION FOR C 1558479 SHARES - PROVISION FOR 93725 10242596 1493115 1480536 70813112 67882896 765019 859594 90044172 83437979 505311 470538 9172966 5179000 4169508 3993966 92500 89471 2968686 2563135 170851423 160778115 746300 675873 746300 675873 X 151689495 141913170 0 0 18415628 18189072 170105123 160102242 170851423 160778115 X -267456 40900 -9776325 X X 0 1 X 1 0 981992 981992 6331713 3623865 2707848 1859261 1555135 304126 3993966 X 9975140 0 9975140 0 9975140 10242596 0 10242596 0 10242596 PART X, LINE 2: THE CREDIT UNION HAS ADOPTED FASB ACCOUNTING STANDARDS CODIFICATION 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. CURRENTLY, 2024, 2023, 2022 AND 2021 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. HOWEVER, THE CREDIT UNION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE ORGANIZATION BEEN CONTACTED BY THE INTERNAL REVENUE SERVICE. X 0 0 0 NINA MYERS PRESIDENT/CEO 203984 0 0 0 0 0 10199 0 17817 0 232000 0 0 0 KEVIN DREYER CFO 120390 0 0 0 0 0 6020 0 20939 0 147349 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 IN THE CREDIT UNION INDUSTRY, MEMBERS ARE THE DEPOSITORS AND DEBTORS WHO QUALIFIED FOR MEMBERSHIP BASED ON THE FIELD OF MEMBERSHIP AS APPROVED BY THE OHIO DIVISION OF FINANCIAL INSTITUTIONS. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS IN GOOD STANDING MAY PARTICIPATE IN THE ELECTION PROCESS FOR BOARD MEMBERS WHOSE TERMS ARE TO BE RENEWED. FORM 990, PART VI, SECTION A, LINE 7B LIMITED DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS. THE BOARD OF DIRECTORS IS GUIDED BY THE BYLAWS AND LAWS AND REGULATIONS OF THE OHIO DIVISION OF FINANCIAL INSTITUTIONS AND THE FEDERAL GOVERNMENT. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS IS PROVIDED A DRAFT COPY OF FORM 990 AND 990-T PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION FOR THE CREDIT UNION'S CEO INCLUDES A REVIEW BY THE BOARD OF DIRECTORS USING COMPARABILITY DATA AND GOALS ESTABLISHED BY THE BOARD. THE BOARD THEN APPROVES AN AMOUNT FOR COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE CREDIT UNION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE ALSO POSTED ON THE CREDIT UNION'S WEBSITE. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC STEVE HOWE - 4304 FAIRDALE CT, CINCINNATI, OH 45238. KYLE WIRTHWINE - 1713 MILLVILLE AVE., HAMILTON, OH 45013. ROBERT KILLINS - 1056 MOUND STREET, CINCINNATI, OH 45203. BARBARA SCHMITZ - 3 COLONEL POINTE, WILDER, KY 41076. BILL HERRING - 4725 HASSMAN COURT, CINCINNATI, OH 45223. ANDREW SETTERS - 2735 ARROYA RIDGE CT, FAIRFIELD, OH 45011. KRIS WELCH - 1151 OLIVIA LN, CINCINNATI, OH 45238. FORM 990, PART XI, LINE 9: DECREASE IN MEMBER DEPOSITS (CAPITAL STOCK) -9,776,325. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES TO THE PROCESSES DURING THE YEAR.