Nonprofit · EIN 34-1055466
745 GEAUGA CREDIT UNION INC
Tax-exempt · BURTON, OH 44021
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $1,479,597 | $937,746 | $541,851 | $0 | $0 | $0 |
| December 31, 2025 | 990 | $6,585,751 | $5,697,976 | $887,775 | $107,896,890 | $97,682,895 | $10,213,995 |
| December 31, 2024 | 990 | $4,645,390 | $3,578,951 | $1,066,439 | $90,952,365 | $81,626,145 | $9,326,220 |
| December 31, 2023 | 990 | $4,055,546 | $2,171,239 | $1,884,307 | $68,339,855 | $60,080,070 | $8,259,785 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,249,766
- Investment income
- $222,923
- Royalties
- $5,276
- Other revenue
- $6,908
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $562,347
- Other salaries and wages
- $133,021
- Salaries, compensation and benefits (total)
- $169,377
- Professional fundraising fees
- $0
- Legal fees
- $8,238
- Accounting fees
- $2,948
- Occupancy
- $35,163
- Depreciation
- $22,320
- Program services (functional)
- $860,017
- Management and general (functional)
- $77,729
Balance sheet and other
- Total assets, start of year
- $107,896,890
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets, end of year
- $0
- Gross unrelated business income
- $3,189
- Gross receipts
- $1,479,597
- Employees
- 13
- Year formed
- 1956
- 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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA K BRIGGS | CEO Officer | 40 | $102,165 |
| BARRY OWEN | DIRECTOR Trustee or director | 0.25 | $0 |
| ROBERT YODER | DIRECTOR Trustee or director | 0.25 | $0 |
| BARBARA TITUS | DIRECTOR Trustee or director | 0.25 | $0 |
| AGGIE SOJKA | VICE PRESIDE Trustee or director | 0.25 | $0 |
| LINDA SWANEY | SECRETARY Trustee or director | 0.25 | $0 |
| DAVID MILLER | DIRECTOR Trustee or director | 0.25 | $0 |
| DANIEL BURKHOLDER | PRESIDENT Trustee or director | 0.25 | $0 |
990 for the year ended December 31, 2025: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA K BRIGGS | CEO Officer | 40 | $102,165 |
| BARRY OWEN | DIRECTOR Trustee or director | 0.25 | $0 |
| ROBERT YODER | DIRECTOR Trustee or director | 0.25 | $0 |
| BARBARA TITUS | DIRECTOR Trustee or director | 0.25 | $0 |
| AGGIE SOJKA | VICE PRESIDE Trustee or director | 0.25 | $0 |
| LINDA SWANEY | SECRETARY Trustee or director | 0.25 | $0 |
| DAVID MILLER | DIRECTOR Trustee or director | 0.25 | $0 |
| DANIEL BURKHOLDER | PRESIDENT Trustee or director | 0.25 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA K BRIGGS | CEO Officer | 50 | $96,069 |
| THOMAS BRIGGS | TREASURER Trustee or director, Officer | 2 | $13,000 |
| BARRY OWEN | DIRECTOR Trustee or director | 0.25 | $0 |
| ROBERT YODER | DIRECTOR Trustee or director | 0.25 | $0 |
| BARBARA TITUS | DIRECTOR Trustee or director | 0.25 | $0 |
| AGGIE SOJKA | VICE PRESIDE Trustee or director | 0.25 | $0 |
| LINDA SWANEY | SECRETARY Trustee or director | 0.25 | $0 |
| DAVID MILLER | DIRECTOR Trustee or director | 0.25 | $0 |
| DANIEL BURKHOLDER | PRESIDENT Trustee or director | 0.25 | $0 |
| GEORGIA KLEMENCIC | DIRECTOR Trustee or director | 0.25 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA K BRIGGS | CEO Officer | 40 | $81,137 |
| THOMAS BRIGGS | TREASURER Trustee or director, Officer | 0.35 | $0 |
| BARRY OWEN | DIRECTOR Trustee or director, Officer | 0.35 | $0 |
| ROBERT YODER | DIRECTOR Trustee or director | 0.35 | $0 |
| BARBARA TITUS | DIRECTOR Trustee or director, Officer | 0.35 | $0 |
| AGGIE SOJKA | VICE PRESIDE Trustee or director | 0.35 | $0 |
| LINDA SWANEY | SECRETARY Trustee or director, Officer | 0.35 | $0 |
| DAVID MILLER | DIRECTOR Trustee or director | 0.35 | $0 |
| DANIEL BURKHOLDER | PRESIDENT Trustee or director, Officer | 0.35 | $0 |
| GEORGIA KLEMENCIC | DIRECTOR Trustee or director, Officer | 0.35 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 839, BURTON, OH 44021-0839
- Principal officer (990 for 2025)
- LISA K BRIGGS, 19051 SR 700, HIRAM, OH 44234
- Signed the 990
- DANIEL BURKHOLDER, PRESIDENT
- Phone
- (440) 834-4327
- Website
- WWW.GEAUGACREDITUNION.COM
- Return prepared by
- EBERT OWEN & ASSOCIATES
Mission
THE CREDIT UNION PROVIDES FINANCIAL SERVICES FOR QUALIFIED MEMBERS.
Program accomplishments
- PAID FOR COMPENSATION, EMPLOYEE BENEFITS AND RELATED PAYROLL TAXES. EMPLOYEES PROVIDE A WIDE RANGE OF SERVICES FOR OUR MEMBERS INCLUDING, BUT NOT LIMITED TO, EDUCATING MEMBERS ON AVAILABLE SERVICES/PRODUCTS, OPENING AND SERVICING DEPOSIT AND LOAN PRODUCTS, ASSIST MEMBERS WHEN ISSUES ARISE CONCERNINGTHEIR ACCOUNTS. GCU STRIVES TO PROVIDE PERSONAL MEMBER SERVICES.Expenses $169,377
- COSTS ASSOCIATED WITH PROVIDING AN OFFICE FOR STAFF AND MEMBERS. INCLUDES EQUIPMENT, SERVICES AND SUPPLIES REQUIRED FOR EMPLOYEES TO PERFORM THEIR DUTIES. GCU PROVIDES MONTHLY AND SEMI-ANNUAL PAPER STATEMENTS TO OUR MEMBERS.THE COST OF SUCH CONTINUES TO BE A GROWING EXPENSE. WE DO NOT CHARGE OUR MEMBERSFOR PAPER STATEMENTS. ADDITIONAL COSTS INCURRED ARE TO MAINTAIN THE BUILDING ALONG WITH UTILITIES, REAL ESTATE TAXES AND BUILDING INSURANCE EXPENSE.Expenses $45,365
- COSTS ASSOCIATED WITH PROVIDING FINANCIAL SERVICES/PRODUCTS TO OUR MEMBERS. INCLUDES HELOC COSTS; MEMBERS DO NOT PAY ANY CLOSING COSTS OR FEES; PROVIDING AN ATM, DEBIT AND VISA CARD PROGRAM, OFFERING BILL PAY VIA OUR NLINE BANKING SITE, IRA AND PROVIDING INDIRECT LENDING SERVICES AT SELECT DEALERSHIPS. INCLUDES COSTS ASSOCIATED WITH EVERYDAY BANKING TRANSACTIONS SUCH AS DEPOSITS, CLEARING DRAFTS, HAVING CASH AVAILABLE, ALSO FEES CHARGED TO US TO ACCEPT CREDIT/DEBIT CARD PAYMENTS ON LOANS.Expenses $645,275 · revenue $1,249,766
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | Check at the IRS |
| 2023 | March 31, 2024 | August 15, 2024 | Check at the IRS |
IRS record
- EIN
- 34-1055466
- Tax-exempt status
- 501(c)(14): State-chartered credit union
- Donations deductible
- No
- Exempt since
- 1969
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Group exemption
- 1990: OHIO CHARTERED CREDIT UNIONS
- Income (IRS master file)
- $1,479,597
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $1,479,597 | $937,746 | $0 | XML |
| 990 | December 2025 | $6,585,751 | $5,697,976 | $107,896,890 | XML |
| 990 | December 2024 | $4,645,390 | $3,578,951 | $90,952,365 | XML |
| 990 | December 2023 | $4,055,546 | $2,171,239 | $68,339,855 | XML |
| 990 | December 2022 | $2,388,027 | $1,665,798 | $66,325,020 | 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 34-1055466).
Questions about 745 GEAUGA CREDIT UNION INC
- What is the EIN of 745 GEAUGA CREDIT UNION INC?
- The employer identification number (EIN) of 745 GEAUGA CREDIT UNION INC is 34-1055466.
- Is 745 GEAUGA CREDIT UNION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1969.
- Are donations to 745 GEAUGA CREDIT UNION INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does 745 GEAUGA 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 745 GEAUGA CREDIT UNION INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did 745 GEAUGA CREDIT UNION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who is the principal officer of 745 GEAUGA CREDIT UNION INC?
- The 990 for the year ended March 31, 2026 names LISA K BRIGGS.
- Who are the officers and directors of 745 GEAUGA CREDIT UNION INC?
- The 990 for the year ended March 31, 2026 lists 8 people; 1 received compensation from the organization, the highest $102,165 (LISA K BRIGGS, CEO).
- How much revenue does 745 GEAUGA CREDIT UNION INC have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $1,479,597, expenses of $937,746 and total assets of $0 at year end.
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