Totals
- Total revenue
- $14,213,870
- Total expenses
- $11,797,785
- Contributions and grants received
- $800,000
- Grants paid
- $0
- Program service revenue
- $12,636,158
- Investment income
- $777,712
- Other revenue
- $0
- Total assets, end of year
- $190,173,099
- Total liabilities, end of year
- $176,499,633
- Net assets or fund balances, end of year
- $13,673,466
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$800,000
-
2a · Program service revenue: INTEREST ON LOANS
total $9,824,798 · related or exempt $9,824,798
-
2b · Program service revenue: FEES,CHARGES,OTHER
total $2,288,518 · related or exempt $2,288,518
-
2c · Program service revenue: INVESTMENT SERVICES
total $290,095 · unrelated business $290,095
-
2d · Program service revenue: INSURANCE SERVICES
total $225,740 · unrelated business $225,740
-
2e · Program service revenue: NON MEMBER ATM INCOME
total $7,007 · unrelated business $7,007
-
3 · Investment income
total $809,758 · excluded $809,758
-
7a · Gross sales of assets other than inventory
securities $1,018,788
-
7b · Less cost or other basis and sales expenses
securities $1,043,129 · other assets $7,705
-
7c · Gain or loss
securities -$24,341 · other assets -$7,705
-
7d · Net gain or loss
total -$32,046 · related or exempt -$32,046
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $2,867,805
-
5 · Compensation of officers, directors and key employees
total $783,806
-
7 · Other salaries and wages
total $2,363,612
-
8 · Pension plan contributions
total $124,670
-
9 · Other employee benefits
total $559,233
-
10 · Payroll taxes
total $222,601
-
11b · Fees: legal
total $24,421
-
11g · Fees: other
total $954,053
-
12 · Advertising and promotion
total $214,120
-
13 · Office expenses
total $1,398,398
-
16 · Occupancy
total $379,024
-
17 · Travel
total $53,827
-
20 · Interest
total $274,159
-
23 · Insurance
total $5,759
-
24a · Other expenses: LOAN LOSS EXPENSE
total $880,411
-
24b · Other expenses: LOAN SERVICING
total $355,024
-
24c · Other expenses: OTHER MISCELLANEOUS EXP
total $336,862
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,483,042 · end of year $1,800,009
-
2 · Savings and temporary cash investments
beginning of year $14,921,534 · end of year $9,256,944
-
4 · Accounts receivable
beginning of year $1,189,366 · end of year $23,393
-
5 · Loans and receivables from officers and key people
beginning of year $2,639,997
-
7 · Other notes and loans receivable
beginning of year $132,455,700 · end of year $157,716,251
-
9 · Prepaid expenses and deferred charges
beginning of year $899,218 · end of year $815,585
-
10a · Land, buildings and equipment: cost or other basis
$7,357,968
-
10b · Land, buildings and equipment: accumulated depreciation
$2,009,443
-
10c · Land, buildings and equipment, net
beginning of year $5,447,884 · end of year $5,348,525
-
11 · Investments: publicly traded securities
beginning of year $13,424,816 · end of year $7,641,237
-
12 · Investments: other securities
end of year $3,064,954
-
14 · Intangible assets
beginning of year $2,129,283 · end of year $1,294,650
-
15 · Other assets
end of year $3,211,551
-
17 · Accounts payable and accrued expenses
beginning of year $726,173 · end of year $1,057,199
-
23 · Secured mortgages and notes payable
beginning of year $6,021,077 · end of year $6,563,141
-
25 · Other liabilities
beginning of year $157,212,878 · end of year $168,879,293
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $10,630,712 · end of year $13,673,466
Mission and programs · 2025
Mission
OUR MISSION IS TO HELP OUR MEMBERS IMPROVE THEIR ECONOMIC WELL BEING AND QUALITY OF LIFE BY BEING COMPETITIVE,CONVENIENT AND CUTTING EDGE.
Activities or mission (Part I)
OUR MISSION IS TO HELP OUR MEMBERS IMPROVE THEIR ECEONOMIC WELL BEING AND QUALITY OF LIFE BY BEING COMPETITIVE,CONVENIENT AND CUTTING EDGE.
-
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.
As filed on the 2025 return.
Listed in Part VII
-
Caitlin CrutchfieldCAITLIN CRUTCHFIELD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James Latham FarleyJAMES LATHAM FARLEY
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer HessJENNIFER HESS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
George MoormanGEORGE MOORMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cheryl SaundersCHERYL SAUNDERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Julie TrickJULIE TRICK
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Steven WilmothSTEVEN WILMOTH
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Dean PielemeierDEAN PIELEMEIER
CEO
- Total calculated
- $277,848
- From this org
- $255,186
- From related orgs
- $0
- Other
- $22,662
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $217,989
- Bonus
- $28,797
- Other
- $8,400
- Deferred
- $7,867
- Nontaxable benefits
- $14,795
- Filer's total
- $277,848
-
Teri PuthoffTERI PUTHOFF
CFO
- Total calculated
- $171,535
- From this org
- $152,384
- From related orgs
- $0
- Other
- $19,151
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $118,575
- Bonus
- $13,809
- Other
- $20,000
- Deferred
- $4,743
- Nontaxable benefits
- $14,408
- Filer's total
- $171,535
-
Lisa BurkLISA BURK
CXO
- Total calculated
- $136,231
- From this org
- $131,382
- From related orgs
- $0
- Other
- $4,849
- Hours/week
- 40
-
Eric StetzelERIC STETZEL
COMMEERCIAL L
- Total calculated
- $169,048
- From this org
- $143,904
- From related orgs
- $0
- Other
- $25,144
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $109,150
- Bonus
- $34,754
- Other
- $0
- Deferred
- $4,219
- Nontaxable benefits
- $20,925
- Filer's total
- $169,048
-
Beth BeckerBETH BECKER
VP OF HOME LENDING
- Total calculated
- $113,666
- From this org
- $100,950
- From related orgs
- $0
- Other
- $12,716
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
ABBEY SERVICES GROUP LLC
HOLDING COMPANY · OH · income $0 · assets $0
Directly controlled by ABBEY CREDIT UNION
-
ABBEY INVESTMENT SERVICES LLC
INVESTMENT SERVICES · OH · income -$280,305 · assets $1,050,498
Directly controlled by ABBEY CREDIT UNION
-
ABBEY INSURANCE SERVICES LLC
INSURANCE SERVICES · OH · income -$41,165 · assets $501,075
Directly controlled by ABBEY CREDIT UNION
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 8 September 2026
- IRS schema version
- 2025v4.2
- Source object
- 202642519349301704
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