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745 Geauga Credit Union Inc

Organization summary

Type of Nonprofit

Designated as a State-chartered credit unions and mutual reserve funds.

Donations to this organization are not tax deductible.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$4.06M (2023)

Expenses
$2.17M (2023)

Total Assets
$68.3M (2023)

Total Liabilities
$60.1M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,055,546
Expenses
$2,171,239
Net Income
$1,884,307
Net Assets
$8,259,785
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,354,012
82.7%
Investment Income $676,399
16.7%
Bond Proceeds $0
Royalties $23,002
0.6%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,133
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $398,280
18.3%
Assets/Debt
Total Assets $68,339,855
Total Liabilities $60,080,070
Net Assets $8,259,785
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lisa K Briggs (Ceo) $81,137 $0 $0
Thomas Briggs (Treasurer) $0 $0 $0
Barry Owen (Director) $0 $0 $0
Robert Yoder (Director) $0 $0 $0
Barbara Titus (Director) $0 $0 $0
Aggie Sojka (Vice Preside) $0 $0 $0
Linda Swaney (Secretary) $0 $0 $0
David Miller (Director) $0 $0 $0
Daniel Burkholder (President) $0 $0 $0
Georgia Klemencic (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,388,027
Expenses
$1,665,798
Net Income
$722,229
Net Assets
$6,375,471
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,314,247
96.9%
Investment Income $52,925
2.2%
Bond Proceeds $0
Royalties $20,843
0.9%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $12
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $401,826
24.1%
Assets/Debt
Total Assets $66,325,020
Total Liabilities $59,949,549
Net Assets $6,375,471
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lisa K Briggs (Ceo) $75,191 $0 $0
Thomas Briggs (Treasurer) $0 $0 $0
Jay Allen (Director) $0 $0 $0
Robert Yoder (Director) $0 $0 $0
Barbara Titus (Vice Preside) $0 $0 $0
Aggie Sojka (Vice Preside) $0 $0 $0
Linda Swaney (Secretary) $0 $0 $0
David Miller (Director) $0 $0 $0
Daniel Burkholder (Director) $0 $0 $0
Georgia Klemencic (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,975,627
Expenses
$1,339,527
Net Income
$636,100
Net Assets
$5,653,242
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,949,741
98.7%
Investment Income $10,997
0.6%
Bond Proceeds $0
Royalties $10,439
0.5%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,450
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $364,871
27.2%
Assets/Debt
Total Assets $64,960,428
Total Liabilities $59,307,186
Net Assets $5,653,242
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lisa K Briggs (Ceo) $71,187 $0 $0
Thomas Briggs (Treasurer) $12,500 $0 $0
Jay Allen (President) $0 $0 $0
Robert Yoder (Director) $0 $0 $0
Barbara Titus (Vice Preside) $0 $0 $0
Aggie Sojka (Director) $0 $0 $0
Linda Swaney (Secretary) $0 $0 $0
David Miller (Director) $0 $0 $0
Daniel Burkholder (Director) $0 $0 $0
Georgia Klemencic (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,268,025
Expenses
$1,654,605
Net Income
$613,420
Net Assets
$5,017,145
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,174,182
95.9%
Investment Income $63,147
2.8%
Bond Proceeds $0
Royalties $30,684
1.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $12
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $330,477
20.0%
Assets/Debt
Total Assets $54,765,122
Total Liabilities $49,747,977
Net Assets $5,017,145
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lisa K Briggs (Ceo) $73,344 $0 $0
Thomas Briggs (Treasurer) $0 $0 $0
Jay Allen (President) $0 $0 $0
Robert Detweiler (Director) $0 $0 $0
Barbara Titus (Vice Preside) $0 $0 $0
Aggie Sojka (Director) $0 $0 $0
Linda Swaney (Secretary) $0 $0 $0
David Miller (Director) $0 $0 $0
Daniel Burkholder (Director) $0 $0 $0
Georgia Klemencic (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,988,381
Expenses
$1,755,976
Net Income
$232,405
Net Assets
$4,403,724
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,768,585
88.9%
Investment Income $193,358
9.7%
Bond Proceeds $0
Royalties $25,868
1.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $570
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $67,642
3.9%
Professional Fundraising Fees $0
Other Salaries and Wages $222,252
12.7%
Assets/Debt
Total Assets $38,964,883
Total Liabilities $34,561,159
Net Assets $4,403,724
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lisa K Briggs (Ceo) $61,698 $17,099 $0
Thomas Briggs (Treasurer) $0 $0 $0
Jay Allen (President) $0 $0 $0
Robert Detweiler (Director) $0 $0 $0
Barbara Titus (Vice Preside) $0 $0 $0
Mervin Miller (Director) $0 $0 $0
Aggie Sojka (Director) $0 $0 $0
Linda Swaney (Secretary) $0 $0 $0
David Miller (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,691,417
Expenses
$1,583,761
Net Income
$107,656
Net Assets
$4,124,455
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,436,957
85.0%
Investment Income $232,251
13.7%
Bond Proceeds $0
Royalties $18,438
1.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,771
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $64,320
4.1%
Professional Fundraising Fees $0
Other Salaries and Wages $260,992
16.5%
Assets/Debt
Total Assets $37,155,360
Total Liabilities $33,030,905
Net Assets $4,124,455
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lisa K Briggs (Ceo) $64,320 $0 $18,398
Thomas Briggs (Treasurer) $0 $0 $0
Jay Allen (President) $0 $0 $0
Robert Detweiler (Director) $0 $0 $0
Barbara Titus (Vice Preside) $0 $0 $0
Mervin Miller (Director) $0 $0 $0
Sally Siciliano (Director) $0 $0 $0
Aggie Sojka (Secretary) $0 $0 $0
Linda Swaney (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,378,782
Expenses
$1,317,099
Net Income
$61,683
Net Assets
$4,016,799
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,133,623
82.2%
Investment Income $220,560
16.0%
Bond Proceeds $0
Royalties $22,682
1.6%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,917
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $61,700
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $288,950
21.9%
Assets/Debt
Total Assets $38,087,758
Total Liabilities $34,070,959
Net Assets $4,016,799
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lisa K Briggs (Ceo) $61,700 $0 $29,616
Thomas Briggs (Treasurer) $0 $0 $0
Jay Allen (President) $0 $0 $0
Robert Detweiler (Director) $0 $0 $0
Barbara Titus (Vice Preside) $0 $0 $0
Mervin Miller (Director) $0 $0 $0
Sally Siciliano (Director) $0 $0 $0
Aggie Sojka (Secretary) $0 $0 $0
Samir Gautam (Director) $0 $0 $0
Linda Swaney (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,138,603
Expenses
$1,117,874
Net Income
$20,729
Net Assets
$3,955,898
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $901,066
79.1%
Investment Income $215,188
18.9%
Bond Proceeds $0
Royalties $22,331
2.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $18
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $59,800
5.3%
Professional Fundraising Fees $0
Other Salaries and Wages $303,398
27.1%
Assets/Debt
Total Assets $36,897,852
Total Liabilities $32,941,954
Net Assets $3,955,898
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lisa K Briggs (Ceo) $54,278 $0 $26,102
Thomas Briggs (Treasurer) $0 $0 $0
Jay Allen (President) $0 $0 $0
Keith Mcclintock (Vice Preside) $0 $0 $0
Barbara Titus (Secretary) $0 $0 $0
Mervin Miller (Director) $0 $0 $0
Sally Siciliano (Director) $0 $0 $0
Aggie Sojka (Director) $0 $0 $0
Samir Gautam (Director) $0 $0 $0
Linda Swaney (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,046,656
Expenses
$1,031,656
Net Income
$15,000
Net Assets
$3,935,169
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $842,917
80.5%
Investment Income $181,950
17.4%
Bond Proceeds $0
Royalties $21,772
2.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $17
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $59,800
5.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $35,099,300
Total Liabilities $31,164,131
Net Assets $3,935,169
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lisa K Briggs (Ceo) $54,714 $0 $20,310
Thomas Briggs (Treasurer) $0 $0 $0
Jay Allen (President) $0 $0 $0
Keith Mcclintock (Vice Preside) $0 $0 $0
Barbara Titus (Secretary) $0 $0 $0
Mervin Miller (Director) $0 $0 $0
Sally Siciliano (Director) $0 $0 $0
Aggie Sojka (Director) $0 $0 $0
Mike Davis (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$982,305
Expenses
$957,640
Net Income
$24,665
Net Assets
$3,920,169
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $810,566
82.5%
Investment Income $148,921
15.2%
Bond Proceeds $0
Royalties $22,807
2.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $11
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $59,800
6.2%
Professional Fundraising Fees $0
Other Salaries and Wages $269,009
28.1%
Assets/Debt
Total Assets $34,628,973
Total Liabilities $30,708,804
Net Assets $3,920,169
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lisa K Briggs (Ceo) $55,181 $0 $15,408
Thomas Briggs (Treasurer) $0 $0 $0
Jay Allen (President) $0 $0 $0
Rita Kenney (Secretary) $0 $0 $0
Keith Mcclintock (Vice President) $0 $0 $0
Mike Davis (Board Member) $0 $0 $0
Sally Siciliano (Board Member) $0 $0 $0
Aggie Sojka (Board Member) $0 $0 $0
Barbara Titus (Board Member) $0 $0 $0
Marvin Miller (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,027,679
Expenses
$1,546,764
Net Income
-$519,085
Net Assets
$3,895,504
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $879,460
85.6%
Investment Income $120,628
11.7%
Bond Proceeds $0
Royalties $24,395
2.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,196
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $59,800
3.9%
Professional Fundraising Fees $0
Other Salaries and Wages $257,977
16.7%
Assets/Debt
Total Assets $34,705,967
Total Liabilities $30,810,463
Net Assets $3,895,504
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lisa K Briggs (Ceo) $55,756 $0 $15,711
Thomas Briggs (Treasurer) $0 $0 $0
Jay Allen (President) $0 $0 $0
Rita Kenney (Secretary) $0 $0 $0
Keith Mcclintock (Vice President) $0 $0 $0
Sally Sicilinao (Board Member) $0 $0 $0
Aggie Sojka (Board Member) $0 $0 $0
Mervin Miller (Board Member) $0 $0 $0
Mark Brotman (Board Member) $0 $0 $0
Barbara Titus (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,179,161
Expenses
$1,069,056
Net Income
$110,105
Net Assets
$4,414,589
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,034,420
87.7%
Investment Income $122,364
10.4%
Bond Proceeds $0
Royalties $19,045
1.6%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,332
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $62,100
5.8%
Professional Fundraising Fees $0
Other Salaries and Wages $239,507
22.4%
Assets/Debt
Total Assets $33,586,539
Total Liabilities $29,171,950
Net Assets $4,414,589

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,347,375
Expenses
$1,222,958
Net Income
$124,417
Net Assets
$4,287,484
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,174,039
87.1%
Investment Income $156,410
11.6%
Bond Proceeds $0
Royalties $16,908
1.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $18
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $36,000
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $280,165
22.9%
Assets/Debt
Total Assets $31,297,981
Total Liabilities $27,010,497
Net Assets $4,287,484

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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