Nonprofit · EIN 34-0153040
TALERIS CREDIT UNION INC
Tax-exempt · INDEPENDENCE, OH 44131
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,391,241 | $3,425,675 | -$34,434 | $64,216,263 | $56,729,544 | $7,486,719 |
| December 31, 2023 | 990 | $3,163,600 | $3,143,786 | $19,814 | $68,952,077 | $61,673,403 | $7,278,674 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,555,358
- Investment income
- $553,887
- Net gain from sales of assets
- $95,630
- Other revenue
- $281,996
Expenses
- Grants and similar amounts paid
- $120
- Benefits paid to members
- $520,839
- Compensation of officers, directors and key employees
- $371,178
- Other salaries and wages
- $586,178
- Salaries, compensation and benefits (total)
- $1,355,842
- Professional fundraising fees
- $0
- Legal fees
- $10,453
- Accounting fees
- $186,935
- Occupancy
- $152,306
- Travel
- $2,311
- Depreciation
- $65,217
Balance sheet and other
- Total assets, start of year
- $68,952,077
- Total assets, end of year
- $64,216,263
- Total liabilities, end of year
- $56,729,544
- Net assets, end of year
- $7,486,719
- Land, buildings and equipment
- $1,488,638
- Publicly traded securities
- $6,535,325
- Gross unrelated business income
- $1,166
- Gross receipts
- $3,771,555
- Employees
- 16
- Volunteers
- 7
- Year formed
- 1935
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBIN THOMAS | PRESIDENT & Officer | 40 | $198,787 | $39,631 |
| KRISTEN KILFOYLE | VP LENDING/B Officer | 40 | $90,960 | $22,396 |
| RICK ZIMMERMAN | DIRECTOR OF Officer | 40 | $81,431 | $3,522 |
| MARY BRUMBAUGH | TREASURER Trustee or director | 3 | $0 | $0 |
| BEN CARNAHAN | BOARD VICE C Trustee or director | 3 | $0 | $0 |
| JEFF CLAWSON | SECRETARY Trustee or director | 3 | $0 | $0 |
| MICHAEL GILDENMEISTER | DIRECTOR Trustee or director | 3 | $0 | $0 |
| MICHAEL HOLDEN | DIRECTOR Trustee or director | 3 | $0 | $0 |
| HARRY KATZENMEYER | DIRECTOR Trustee or director | 3 | $0 | $0 |
| DON SALSBURY | BOARD CHAIR Trustee or director | 3 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBIN THOMAS | PRESIDENT & Officer | 40 | $203,780 | $53,198 |
| KRISTEN KILFOYLE | VP LENDING/B Officer | 40 | $99,072 | $34,081 |
| RICK ZIMMERMAN | DIRECTOR OF Officer | 40 | $78,221 | $23,923 |
| MARY BRUMBAUGH | TREASURER Trustee or director | 3 | $0 | $0 |
| BEN CARNAHAN | BOARD VICE C Trustee or director | 3 | $0 | $0 |
| JEFF CLAWSON | SECRETARY Trustee or director | 3 | $0 | $0 |
| MICHAEL GILDENMEISTER | DIRECTOR Trustee or director | 3 | $0 | $0 |
| MICHAEL HOLDEN | DIRECTOR Trustee or director | 3 | $0 | $0 |
| HARRY KATZENMEYER | DIRECTOR Trustee or director | 3 | $0 | $0 |
| DON SALSBURY | BOARD CHAIR Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6111 OAK TREE BLVD STE 110, INDEPENDENCE, OH 44131-2585
- In care of
- % TALERIS CREDIT UNION INC
- Principal officer (990 for 2024)
- CHRIS HOOVER, 5665 N HAMILTON RD, COLUMBUS, OH 43230
- Signed the 990
- CHRIS HOOVER, CFO-PATHWAYS CU
- Phone
- (216) 739-2300
- Website
- WWW.TALERISCU.ORG
- Return prepared by
- WAVERLY BUSINESS SERVICES
Mission
TO PROVIDE LENDING, SAVINGS AND OTHER FINANCIAL SERVICES TO ITS QUALIFYING MEMBERS.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-0153040
- Tax-exempt status
- 501(c)(14): State-chartered credit union
- Donations deductible
- No
- Exempt since
- 1969
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 1990: OHIO CHARTERED CREDIT UNIONS
- Assets (IRS master file)
- $64,216,263
- Income (IRS master file)
- $3,771,555
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,391,241 | $3,425,675 | $64,216,263 | XML |
| 990 | December 2023 | $3,163,600 | $3,143,786 | $68,952,077 | XML |
| 990 | December 2022 | $2,944,690 | $2,819,292 | $72,461,509 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-0153040).
Questions about TALERIS CREDIT UNION INC
- What is the EIN of TALERIS CREDIT UNION INC?
- The employer identification number (EIN) of TALERIS CREDIT UNION INC is 34-0153040.
- Is TALERIS CREDIT UNION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1969.
- Are donations to TALERIS CREDIT UNION INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TALERIS CREDIT UNION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TALERIS CREDIT UNION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TALERIS CREDIT UNION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of TALERIS CREDIT UNION INC?
- The 990 for the year ended December 31, 2024 names CHRIS HOOVER.
- Who are the officers and directors of TALERIS CREDIT UNION INC?
- The 990 for the year ended December 31, 2024 lists 10 people; 3 received compensation from the organization, the highest $198,787 (ROBIN THOMAS, PRESIDENT &).
- How much revenue does TALERIS CREDIT UNION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,391,241, expenses of $3,425,675 and total assets of $64,216,263 at year end.
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