2025-10-24T11:51:41-04:00 2024-12-31 994503147 WAVERLY BUSINESS SERVICES 180 A COMMERCE PARK DR WESTERVILLE OH 43082 990 2024-01-01 340153040 TALERIS CREDIT UNION INC TALE 2167392300 6111 OAK TREE BLVD SUITE 110 INDEPENDENCE OH 44131 CHRIS HOOVER CFO-PATHWAYS CU 2167392300 2025-09-22 true ERIN ALDERSON EA P01231640 6148906620 2025-09-22 2024 2025-03-06 01:10:19Z CHRIS HOOVER 5665 N HAMILTON RD COLUMBUS OH 43230 3771555 false X WWW.TALERISCU.ORG X 1935 OH TO PROVIDE LENDING, SAVINGS AND OTHER FINANCIAL SERVICES TO ITS QUALIFYING MEMBERS. 7 7 16 7 1166 0 2401909 2555358 447379 553887 314312 281996 3163600 3391241 275 120 254193 520839 1407597 1355842 0 0 1481721 1548874 3143786 3425675 19814 -34434 68952077 64216263 61673403 56729544 7278674 7486719 TO PROVIDE LENDING, SAVINGS AND OTHER FINANCIAL SERVICES TO ITS QUALIFYING MEMBERS. false false TALERIS CREDIT UNION, INC. IS A MID-SIZE OHIO STATE CHARTERED CREDIT UNION PROVIDING 6,000 MEMBERS WITH AFFORDABLE SERVICES AND PRODUCTS, WHICH INCLUDE SECURED AND UNSECURED CONSUMER LOANS, MORTGAGE LOANS, BUSINESS LOANS, BUSINESS DEPOSIT ACCOUNTS, SAVINGS ACCOUNTS, CHECKING ACCOUNTS, MONEY MARKET ACCOUNTS, IRA ACCOUNTS, TERM SHARE CERTIFICATES, DEBIT CARDS, ATM CARDS, ONLINE BANKING SERVICES, SHARED BRANCHING SERVICES, ONLINE BILL PAY SERVICES, OVERDRAFT PROTECTION, AS WELL AS OTHER STANDARD BANKING SERVICES AND PRODUCTS. WE HAVE SERVED MEMBERS AND SPONSOR GROUPS FOR OVER 80 YEARS. false false false false false false false false false true false false true true false false false false false false false false false false false false false false true false false false false false false false false false false false false false false true 856 0 true 16 true true true false false false false false false false X 7 7 false false false false true true true true true false false true true true true true true true true false X CHRIS HOOVER 2167392300 5665 N HAMILTON RD COLUMBUS OH 43230 ROBIN THOMAS PRESIDENT & 40.00 X 198787 0 39631 KRISTEN KILFOYLE VP LENDING/B 40.00 X 90960 0 22396 RICK ZIMMERMAN DIRECTOR OF 40.00 X 81431 0 3522 MARY BRUMBAUGH TREASURER 3.00 X 0 0 0 BEN CARNAHAN BOARD VICE C 3.00 X 0 0 0 JEFF CLAWSON SECRETARY 3.00 X 0 0 0 MICHAEL GILDENMEISTER DIRECTOR 3.00 X 0 0 0 MICHAEL HOLDEN DIRECTOR 3.00 X 0 0 0 HARRY KATZENMEYER DIRECTOR 3.00 X 0 0 0 DON SALSBURY BOARD CHAIR 3.00 X 0 0 0 371178 65549 1 false true false LOAN INTEREST 522100 2307185 2307185 FEE INCOME 522100 248173 248173 2555358 458257 458257 475944 380314 95630 95630 95630 INTERCHANGE INCOME/MISC INC. 522100 180708 180708 GAIN ON DEFERRED COMP PLANS 524298 75517 75517 AD&D/LIFE INS 525990 12662 12662 13109 11943 1166 281996 3391241 2836188 1166 553887 120 520839 371178 586178 41227 280169 77090 10453 186935 60938 24162 161676 295675 152306 2311 5537 54014 65217 22430 PRODUCT SUPPORT 293720 LOAN SERVICING 173052 PROCESSING EXPENSES 32330 ASSOCIATION DUES 13997 -5879 3425675 0 0 0 289627 231374 4916324 4390717 298305 151630 48752302 45887989 139638 104720 2452524 963886 1873125 1488638 7749241 6535325 1193209 1150011 3740306 4275859 68952077 64216263 493840 882089 2000000 59179563 55847455 61673403 56729544 X 7278674 7486719 7278674 7486719 68952077 64216263 -34434 242479 X false true X true false 693397 693397 1175114 505560 669554 172085 141038 31047 411928 317288 94640 1488638 OTHER ASSETS 4102049 ACCRUED INTEREST 173810 4275859 MEMBER DEPOSITS 55847455 55847455 X X false true false ROBIN THOMAS PRESIDENT & CEO 176413 22374 7903 31728 238418 FORM 990, PAGE 6, PART VI, LINE 6 THE CREDIT UNION IS COMPRISED OF A SINGLE CLASS OF APPROXIMATELY 6,000 MEMBER-OWNERS, EACH OF WHICH HAS EQUAL RIGHTS IN OWNERSHIP, GOVERNANCE AND VOTING RIGHTS AT THE ANNUAL MEETINGS. FORM 990, PAGE 6, PART VI, LINE 7A THE MEMBER-OWNERS OF THE CREDIT UNION HAVE THE AUTHORITY TO ELECT THE MEMBERS OF THE BOARD OF DIRECTORS FOR THREE-YEAR TERMS EXPIRING ON A STAGGERED BASIS. CANDIDATES ARE ELECTED BY A SIMPLE PLURALITY VOTE. THE BOARD OF DIRECTORS HAS APPOINTED A CPA FIRM TO PERFORM SUPERVISORY COMMITTEE DUTIES. FORM 990, PAGE 6, PART VI, LINE 7B CERTAIN CHANGES TO THE GOVERNING DOCUMENTS (BYLAWS) MUST BE APPROVED BY THE MEMBER-OWNERS AFTER THEY HAVE BEEN APPROVED BY THE BOARD OF DIRECTORS AND THE REGULATORY AGENCY. APPROVAL OCCURS WHEN AT LEAST 50% OF THE MEMBER- OWNERS VOTE TO APPROVE. FORM 990, PAGE 6, PART VI, LINE 11B PRIOR TO BEING FILED WITH THE IRS, A COPY OF THE IRS FORM 990 AND RELATED SCHEDULES ARE REVIEWED BY THE PRESIDENT/CEO, CONTROLLER, AND THE CREDIT UNION'S TAX PREPARER. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS AND OFFICERS ANNUALLY COMPLETE A SURVEY RELATED TO LOANS, BUSINESS RELATIONSHIPS, AND FAMILY MEMBERS THAT COULD CREATE A CONFLICT OF INTEREST. THESE SURVEYS ARE HELD AT THE MAIN OFFICE. CONFLICTS OF INTEREST ARE DETERMINED BY A REVIEW OF THE POTENTIAL CONFLICTS BY THE PRESIDENT/CEO AND THE BOARD OF DIRECTORS. IF A CONFLICT EXISTS, THEN THE CONFLICTED BOARD MEMBER IS EXCLUDED FROM VOTERS RELATED TO ANY POTENTIAL OR EXISTING RELATIONSHIPS INVOLVING THE CONFLICT OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS USED TO SET THE PRESIDENT/CEO'S ANNUAL SALARY IS BASED ON A COMBINATION OF COMPARISON TO COMPARABLE SIZED CREDIT UNIONS THROUGH THE USE OF RECOMMENDATIONS FROM SALARY CONSULTANTS AND THE ATTAINMENT IN THE CURRENT YEAR OF PREDEFINED PERFORMANCE OBJECTIVES. FORM 990, PAGE 6, PART VI, LINE 15B THE PROCESS USED TO SET THE COMPENSATION OF OFFICERS OR OTHER KEY EMPLOYEES IS BASED ON A COMBINATION OF COMPARABLE SIZED CREDIT UNIONS THROUGH THE USE OF RECOMMENDATIONS FROM SALARY CONSULTANTS AND THE ATTAINMENT IN THE CURRENT YEAR OF PREDEFINED PERFORMANCE OBJECTIVES. FORM 990, PAGE 6, PART VI, LINE 19 THE CREDIT UNION'S FINANCIAL STATEMENTS ARE POSTED AT ALL OFFICE ENTRANCES AS REQUIRED BY STATE REGULATIONS. BY-LAWS, CONFLICT OF INTEREST POLICY AND OTHER GOVERNING DOCUMENTS CAN BE REVIEWED BY APPOINTMENT AT THE CREDIT UNION'S ADMINISTRATIVE OFFICES.