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VIA CREDIT UNION

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Public IRS 990 nonprofit record

VIA CREDIT UNION

EIN 35-0884006 · Credit Unions (W61)

What they do

VIA CREDIT UNION is COMMITTED to MEMBER SERVICE WHILE MAINTAINING FINANCIAL STABILITY. THE CREDIT UNION RETURNS THE PROFITS to ITS MEMBERS IN THE FORM of LOWER LOAN RATE, HIGHER SAVINGS RATES, and FREE or LOW COST SERVICES. SERVICES to PEOPLE WHO ARE UNABLE to OBTAIN THEM ELSEWHERE or AS A VALUABLE ALTERNATIVE to THE TRADITIONAL FOR-PROFIT BANKING SYSTEM. THE CREDIT UNION RECEIVES DEPOSITS FROM and MAKES LOANS to ITS MEMBERS PRIMARILY LOCATED IN THE INDIANA COUNTIES of BLACKFORD, GRANT, DELAWARE, MADISON, and MIAMI. THE MAJORITY of ITS LOANS ARE COLLATERALIZED BY SPECIFIC ITEMS, INCLUDING CONSUMER ASSETS, RESIDENTIAL REAL ESTATE, and MEMBER SHARE BALANCES.

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders14 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$81.20spent for every $100 of revenueRevenue covered expenses this year.
$22.65in assets for every $1 spent this yearSome assets cannot be spent right away.

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  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $309,744 for CINDY KOHLMORGEN (PRESIDENT/CEO/TREASURER OF THE BOARD). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$31,379,952
Expenses$25,479,380
Annual surplus $5,900,572 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$31,379,952
Expenses$25,479,380
Assets$577,206,622
Income$31,514,869
Grants given$35,000
Average grant$5,833
Stocks and bonds$92,448,409
Accounting fees$72,900
Investing fees$36,525
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
CINDY KOHLMORGENPRESIDENT/CEO/TREASURER OF THE BOARD · 45 hrs/week $309,744Base $262,948 · Other $46,796
LORI FIENECHIEF FINANCIAL OFFICER · 44 hrs/week $209,445Base $171,053 · Other $38,392
DEBBIE PARRIECHIEF OPERATIONS OFFICER · 43 hrs/week $180,984Base $143,777 · Other $37,207
KAREN MITCHENERCHIEF PEOPLE OFFICER · 42 hrs/week $154,684Base $139,943 · Other $14,741
MICHELLE PETERSONCHIEF MARKETING OFFICER · 42 hrs/week $150,378Base $111,974 · Other $38,404
GEORGETTE MILLERCHIEF CONSUMER LOAN OFFICER · 45 hrs/week $140,025Base $119,754 · Other $20,271
PAUL MCVICKERVP INFORMATION TECHNOLOGY · 40 hrs/week $123,625Base $104,940 · Other $18,685
KRISTEN MCDANIELVP OF APPLICATIONS DEVELOPMENT · 40 hrs/week $123,484Base $100,912 · Other $22,572

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (14)

CINDY KOHLMORGENPRESIDENT/CEO/TREASURER OF THE BOARD

LORI FIENECHIEF FINANCIAL OFFICER

DEBBIE PARRIECHIEF OPERATIONS OFFICER

KAREN MITCHENERCHIEF PEOPLE OFFICER

MICHELLE PETERSONCHIEF MARKETING OFFICER

GEORGETTE MILLERCHIEF CONSUMER LOAN OFFICER

PAUL MCVICKERVP INFORMATION TECHNOLOGY

KRISTEN MCDANIELVP OF APPLICATIONS DEVELOPMENT

CLYDE THORNELLBOARD PRESIDENT

DELEANE SOLOMANVICE CHAIRMAN

GREG MAURERBOARD MEMBER

JOHN LIGHTLEBOARD MEMBER

JOHN VELASQUEZSECRETARY

VALERIE MCHARRYBOARD MEMBER

About this charity

Recognized since
January 2019
Location
4505 S ADAMS ST, MARION, IN 46953
County
Grant
In care of
Lori Fiene
Primary officer
Lori Fiene, CFO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
FORVIS MAZARS LLP
NTEE classification
Credit Unions (W61)
IRS tax category
Credit Unions
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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