2026-09-08T12:13:31-05:00 2025-12-31 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2025-01-01 310329725 0220 ABBEY CREDIT UNION INC 0220 3978987800 800 FALLS CREEK DRIVE VANDALIA OH 453778600 TERI PUTHOFF CFO 3978987800 2026-09-08 1 CHRISTY S ZIMMERMAN P01461057 6142211120 2026-09-08 2025 DEAN PIELEMEIER 800 FALLS CREEK DRIVE VANDALIA OH 453778600 15264704 0 X WWW.ABBEYCU.COM X OUR MISSION IS TO HELP OUR MEMBERS IMPROVE THEIR ECEONOMIC WELL BEING AND QUALITY OF LIFE BY BEING COMPETITIVE,CONVENIENT AND CUTTING EDGE. 7 7 68 7 522842 0 0 800000 10089025 12636158 1024919 777712 0 0 11113944 14213870 6270 0 2549987 2867805 3130702 4053922 0 0 0 3910411 4876058 9597370 11797785 1516574 2416085 174590840 190173099 163960128 176499633 10630712 13673466 OUR MISSION IS TO HELP OUR MEMBERS IMPROVE THEIR ECONOMIC WELL BEING AND QUALITY OF LIFE BY BEING COMPETITIVE,CONVENIENT AND CUTTING EDGE. 0 0 ABBEY PROVIDES CHECKING,SAVINGS ACCOUNTS,MONEY MARKET ACCOUNTS,CERTIFICATES OF DEPOSIT, AND IRAS. ABBEY ALSO OFFERS FREE ATM/DEBIT CARD SERVICES,WIRE TRANSFER SERVICES,MOBILE BANKING AND INSURANCE RELATED PRODUCTS. ABBEY PROVIDES PERSONAL,VEHICLE,MORTGAGE AND CREDIT CARD LOANS TO ITS MEMBERS. 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 3156 0 68 1 1 1 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 0 1 1 1 1 0 OH X TERI PUTHOFF 3978987800 800 FALLS CREEK DRIVE VANDALIA OH 453778600 CAITLIN CRUTCHFIELD BOARD MEMBER 1.00 X 0 0 0 JAMES LATHAM FARLEY TREASURER 1.00 X 0 0 0 JENNIFER HESS BOARD MEMBER 1.00 X 0 0 0 GEORGE MOORMAN BOARD MEMBER 1.00 X 0 0 0 CHERYL SAUNDERS BOARD MEMBER 1.00 X 0 0 0 JULIE TRICK SECRETARY 1.00 X 0 0 0 STEVEN WILMOTH CHAIRMAN 1.00 X 0 0 0 DEAN PIELEMEIER CEO 40.00 X 255186 0 22662 TERI PUTHOFF CFO 40.00 X 152384 0 19151 LISA BURK CXO 40.00 X 131382 0 4849 ERIC STETZEL COMMEERCIAL L 40.00 X 143904 0 25144 BETH BECKER VP OF HOME LENDING 40.00 X 100950 0 12716 783806 0 84522 5 1 1 0 0 800000 800000 INTEREST ON LOANS 522100 9824798 9824798 FEES,CHARGES,OTHER 522100 2288518 2288518 INVESTMENT SERVICES 523000 290095 290095 INSURANCE SERVICES 525100 225740 225740 NON MEMBER ATM INCOME 525990 7007 7007 12636158 809758 809758 1018788 1043129 7705 -24341 -7705 -32046 -32046 14213870 12081270 522842 809758 2867805 783806 2363612 124670 559233 222601 24421 954053 214120 1398398 379024 53827 274159 5759 LOAN LOSS EXPENSE 880411 LOAN SERVICING 355024 OTHER MISCELLANEOUS EXP 336862 11797785 1483042 1800009 14921534 9256944 1189366 23393 2639997 132455700 157716251 899218 815585 7357968 2009443 5447884 5348525 13424816 7641237 3064954 2129283 1294650 3211551 174590840 190173099 726173 1057199 6021077 6563141 157212878 168879293 163960128 176499633 X 0 0 0 0 10630712 13673466 10630712 13673466 174590840 190173099 2416085 626669 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 925786 925786 4821615 1034997 3786618 1610567 974446 636121 5348525 MEMBER SHARE ACCOUNT 168879293 168879293 X PART X, LINE 2: THE CREDIT UNION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ITS FINANCIAL STATEMENTS AS REQUIRED UNDER FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE STANDARD DESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. X X X 0 0 0 DEAN PIELEMEIER CEO 217989 0 28797 0 8400 0 7867 0 14795 0 277848 0 0 0 TERI PUTHOFF CFO 118575 0 13809 0 20000 0 4743 0 14408 0 171535 0 0 0 ERIC STETZEL COMMEERCIAL L 109150 0 34754 0 0 0 4219 0 20925 0 169048 0 0 0 LYNN COOK-LIFE INSURANCE RETIRED CEO LIFE INSURANCE X 1400000 1400000 0 1 1 DEAN PIELEMEIER-LIFE INSURANCE LIFE INSURANCE X 1239997 1239997 0 1 1 2639997 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP TO ABBEY IS OPEN TO THOSE WHO LIVE, WORK, WORSHIP, OR ATTEND SCHOOL IN MONTGOMERY, MIAMI, SHELBY, DARKE OR GREENE COUNTIES. ABBEY CU IS OWNED BY THE PEOPLE WHO OPEN A SAVINGS ACCOUNT AT ABBEY CU. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER HAS ONE VOTE AT THE ANNUAL ELECTION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CLASS OF THE PERSON, DECISIONS THAT REQUIRE THEIR APPROVAL, NATURE OF THEIR RIGHTS, OHIO DIVISION OF FINANCIAL INSTITUTIONS, PURSUANT TO REGULATION. FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND CEO REVIEW THE 990 BEFORE SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PAGE 6, PART VI, LINE 15A APPROVAL OF COMPENSATION COMMITTEE AND BOARD OF DIRECTORS FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE HANDED OUT EACH YEAR AT THE ANNUAL MEETING. OTHER DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC UNLESS REQUESTED. FORM 990, PART VI, SECTION B,LINE 15 B: CEO ESTABLISHES COMPENSATION FOR KEY EMPLOYEES. ABBEY SERVICES GROUP LLC 800 FALLS CREEK DRIVE VANDALIA OH 45377 990737878 HOLDING COMPANY OH 0 0 ABBEY CREDIT UNION ABBEY INVESTMENT SERVICES LLC 8535 N DIXIE DRIVE SUITE A DAYTON OH 45414 991666234 INVESTMENT SERVICES OH -280305 1050498 ABBEY CREDIT UNION ABBEY INSURANCE SERVICES LLC 8535 N DIXIE DRIVE SUITE A DAYTON OH 45414 990737878 INSURANCE SERVICES OH -41165 501075 ABBEY CREDIT UNION