Tri-state League of Financial Institutions
Nonprofit profile at a glance
- EIN
- 310729565
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024
- Location
- Covington, KY, USA
- Phone
- 5136610457
- Rating
- 43
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $26,041
- Expenses
- $29,234
- Assets
- $139,376
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- KEVIN STREHLE (PRESIDENT)
- BRAD DANIELS (VICE PRESIDENT)
People named in this filing
- KRISTA L DAVIS (ADMINISTRATIVE COORDINATOR)
- KEVIN STREHLE (PRESIDENT)
- BRAD DANIELS (VICE PRESIDENT)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To foster and encourage the economic growth of the savings and loan business through seminars, idea sharing, social events and education. Also, to share and contribute funds to other nonprofit organizations to assist them in achieving their stated mission and purpose.
What it reported doing in 2024
Held various social/fundraising events (golf outing, winter social, summer social and holiday party) that increased members' idea sharing and fostered growth of the savings and loan business.
Operating model
- Revenue model
- Membership-supported. 79% of the money available for current operations came from membership dues.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 13
- Transparency & Controls: 82
- Sustainability: 46
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 20.5%; rating input score 21
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -12.3%; rating input score 29; 29th percentile among comparable filings
- Total-asset coverage ratio: 4.77; rating input score 83; 83rd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 49.6%; rating input score 3; 3rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -0.4% per year; rating input score 0; 50th percentile among comparable filings
- Asset growth: 0.2% per year; rating input score 100; 39th percentile among comparable filings
Details
- Where the money goes: 20.5% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 15 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 21/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 29/100.
- High — Sustainability: Officer compensation ratio scored 3/100.