2025 Annual Report

The 89th Annual Meeting of Via Credit Union was held virtually at the South Branch (4505 S. Adams Street) in Marion, Indiana on Saturday, April 26, 2025.  A welcome was given by Board Chair, Deleane Solomon.  She mentioned that the full annual report is available for everyone on our website at:  www.viacu.org/pdf/AnnualReport.pdf .  Full biographies for each of this year’s nominees were included in the Notification of Annual Meeting in February, 2025.

The Business Meeting was called to order by Chair Solomon at noon.  It was determined by the Secretary that a quorum was present. Those in attendance at the meeting were: Deleane Solomon, Clyde Thornell, Kristen McDaniel, Mark Conyers, Stephanie Mansbarger, Cindy Kohlmorgen, Karen Mitchener, Alexis Leach, Janet Shanks, Lori Fiene, Taylor Little, Samantha Bacon, Christy Burbank, John Lightle, Valerie McHarry, John Velasquez, Nora Conyers, Georgette Miller, Susan Waggoner, W. Paul Vinco, Beth Fitzjarrald, Michelle Peterson and Dawn Zoda.  Attending remotely were members: Craig Persinger, Chris Sipes and Robert Benjamin.

John Lightle made a motion to accept the minutes from the 88th Annual Meeting as printed and distributed.  A second was made by Clyde Thornell and the motion carried.

Valerie McHarry made a motion and called for the “Report to the Membership” from the CEO, the “Supervisory Committee Report” and the “Report of the Board of Directors”.  This was seconded by John Lightle and the motion passed.

Chair Deleane Solomon called for any unfinished business and there was none.

There was then a call for new business by Chair Solomon and there was none.

The Nominating Committee has nominated one (1) member for the Board of Director vacancy and one member for the one (1) Supervisory Committee vacancy.  A notice for nominees by petition was mailed to the membership in February.  The Secretary received no nominations by petition.  Due to having only one candidate for each position, the Board Chair declared each nominee elected by general consent.  The elected member of the Board of Directors is Bernie Sones for a three-year term.  The elected member of the Supervisory Committee is Dwight Ott also for a three-year term.  Chair Solomon thanked the Board members for their willingness to serve.  She also went on to thank the members of the Nominating Committee for their service.  These members are John Lightle (Chair), Butch Shockey and Valerie McHarry. 

Chair Solomon called for any other business to come before this assembly.  There was none.

Chair Solomon also recognized the “carry-over” members of the Board of Directors and the Supervisory Committee.  The Board members include Valerie McHarry, John Lightle, Deleane Solomon, Clyde Thornell and John Velasquez.  The Supervisory Committee members are Jerry Showalter and Doug Bryant.    Chair Solomon also went on to thank the Board of Directors for the Credit Union Service Organization, Via Financial Group, LLC.  for their service.  These members include Dan Brauchler (Chair), Cathy Moritz (Vice-Chair), Cindy Kohlmorgen (Secretary/Treasurer), Dick Kibbey, Jack Shaffner and Suzanne Warnock.

There was also a moment to recognize Greg Maurer for his 53 years of service to Via Credit Union on the Board of Directors. He was awarded Director Emeritus status.

President/CEO, Cindy Kohlmorgen gave brief remarks mentioning that ViaCU has grown not only financially but also in membership numbers during the last year. She then went on to recognize the following employees, who reached milestone work anniversaries during the past year:

Cindy also went on to acknowledge our new hires since the last annual meeting, they are: Tracy Karnes, Paityn Martin, Erinn Bell, Emily Cannon, Kayley Carmona Rendon, Kameren Bowman, Nicole Akin, Kaycee Sands, Jennifer Meyer, Shelly Kemp, Theresa Green, Sadie Gleason, Nancy DeLeon Beltran, Sedalia Herrera, Mark Conyers, DeShea Knipp, Heavyn Davis, Kaitlyn Alberding and Cierra Hartley.

Chair Solomon gave closing remarks and recognized Samantha Bacon (Graphic Designer) for the theme and design of the Annual Report this year.  

Deleane Solomon, Chair of the Board of Directors then declared the meeting adjourned at 12:06 pm.

John Velasquez
Board Secretary

The Supervisory Committee is responsible for making sure that Via Credit Union’s financial records are in order and that internal controls are in place to protect the assets of ViaCU and its members. The committee does this by making sure that an annual audit is conducted and by making sure that internal controls are tested regularly.

The specific activities of the Supervisory Committee utilized in accomplishing these responsibilities include, but are not limited to:
hiring and working with an external audit firm, reporting audit findings to the Board, verifying closed accounts, conducting cash counts, monitoring employees’ and Board members’ loans, monitoring Board actions, reviewing dormant accounts, and reviewing internal controls.

In fulfilling these responsibilities, the Supervisory Committee works closely with Via Credit Union’s Internal Auditor.

Forvis, LLP performed an audit of the consolidated financial statements of Via Credit Union as of and for the year ended December 31, 2024. As a result, they issued an unmodified (or “clean”) opinion dated April 22, 2025, as to whether the consolidated financial statements of ViaCU, as of and for the year ended December 31, 2024, are fairly presented in all material respects.

Crowe, LLP has been retained to perform the audit as of and for the year ended December 31, 2025.

Members of Via Credit Union may contact the Supervisory Committee at P.O. Box 613, Marion, Indiana 46952-0613 to voice any concerns and questions regarding the operation of ViaCU.

Jerry Showalter, Chair
Dwight Ott, Member
Doug Bryant, Member