2026-06-05T09:49:50-04:00 2025-12-31 994503147 WAVERLY BUSINESS SERVICES 6856 LOOP RD DAYTON OH 45459 990 2025-01-01 316040371 110 AURGROUP FINANCIAL CREDIT UNION 110A 5139424422 8811 HOLDEN BLVD FAIRFIELD OH 45014 TIM BOELLNER CEO/PRESIDENT 5139424422 2026-06-03 ERIN ALDERSON EA P01231640 9374352742 2026-06-03 2025 2025-03-06 01:10:19Z TIM BOELLNER 8811 HOLDEN BLVD FAIRFIELD OH 45014 11689971 false X WWW.AURGROUP.ORG X 1935 OH TO PROMOTE THRIFT AND TO PROVIDE FINANCIAL SERVICES TO ITS MEMBERS. 9 9 54 9 13964 0 9358718 9873840 1189746 1816131 279 0 10548743 11689971 0 701755 904872 4640626 4909911 0 0 4455933 4580023 9798314 10394806 750429 1295165 193425601 201307912 183157602 187505892 10267999 13802020 TO PROMOTE THRIFT AND TO PROVIDE FINANCIAL SERVICES TO ITS MEMBERS. false false PROVIDE FINANCIAL SERVICES TO MEMBERS. false false false false false false false false false true true false false true true true false false false false false false false false false false false false true false true false false false false false false false false false false false false true 2740 0 54 true true true false false false false false false false X 9 9 false false false false true true true true true false true true true true true true true true true true false X X MELISSA BRENNER 5139424422 8811 HOLDEN BLVD FAIRFIELD OH 45014 TIM BOELLNER CEO/PRESIDEN 40.00 X X 340299 0 36324 BRENDA BURTON-PRICE EVP/COO 40.00 X 307170 0 35563 ANGELA LAMBERT CDO 40.00 X 244689 0 39141 MELISSA BRENNER CFO 40.00 X 218075 0 36874 STEVE GUEST NETWORK ENGI 40.00 X 118848 0 13843 JEFF DAVIS VICE-CHAIR 1.00 X 0 0 0 SHANE DAVIS TREASURER 1.00 X 0 0 0 RICK HELSINGER BOARD MEMBER 1.00 X 0 0 0 NICK HORNBACK BOARD MEMBER 1.00 X 0 0 0 ANGELA KELLEY BOARD MEMBER 1.00 X 0 0 0 TED KIEP SECRETARY 1.00 X 0 0 0 LYLE POWELL BOARD MEMBER 1.00 X 0 0 0 RICK SMITH CHAIRMAN 1.00 X 0 0 0 CHRIS STEED BOARD MEMBER 1.00 X 0 0 0 1229081 161745 5 false true false INTEREST ON LOANS 522100 6463362 6463362 OTHER OPERATING INCOME 522100 2297376 2297376 FEE INCOME 522100 1099138 1099138 FOREIGN ATM FEES 522200 13964 13964 9873840 1816131 1816131 11689971 9859876 13964 1816131 X 904872 1229081 2646497 138818 628235 267280 1967 48000 1092871 203053 791300 685990 107915 91052 322600 LOAN SERVICING 481358 PROVISION FOR LOAN LOSSES 285000 MISCELLANEOUS BANK CHARGE 248384 MISC OPERATING EXPENSES 117272 103261 10394806 0 0 0 11498412 11675097 260799 122208800 114180312 15127659 7939684 7187709 7187975 46369176 60869111 6161504 7134618 193425601 201307912 6497669 636264 176659933 186869628 183157602 187505892 X 10267999 13802020 10267999 13802020 193425601 201307912 1295165 2238856 X false true X true false 1827519 1827519 8466723 4177405 4289318 1843778 1658582 185196 2989639 2103697 885942 7187975 7058118 C PUBLICLY TRADED SECURITIES 45261760 F CERTIFICATES OF DEPOSIT 7649233 C CORP C U INVESTMENTS 900000 C 60869111 MEMBERS' SHARES & DEPOSITS 186869628 186869628 X 11689971 11689971 11689971 10394806 10394806 10394806 SCHEDULE D, PAGE 3, PART X THE CREDIT UNION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ITS FINANCIAL STATEMENTS AS REQUIRED UNDER FASB ASC, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE STANDARD ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION ACCOUNTING. THE CREDIT UNION'S INCOME TAX RETURNS PRIOR TO 2022 ARE CLOSED. MANAGEMENT DETERMINED THERE WERE NO MATERIAL UNCERTAIN POSITIONS TAKEN BY THE CREDIT UNION IN ITS TAX RETURNS. false false false TIM BOELLNER CEO/PRESIDENT 307749 32550 17786 18538 376623 BRENDA BURTON-PRICE EVP/COO 256023 51147 17216 18347 342733 ANGELA LAMBERT CDO 203102 41587 12129 27012 283830 MELISSA BRENNER CFO 172812 45263 9862 27012 254949 NOTE - BRENDA BURTON-PRICE RE30 ACT X 216600 135714 false false true NOTE - TIM BOELLNER HELC ACT X 1000 62448 false false true NOTE - THEODORE KIEP USED ACT X 33043 31272 false false true NOTE - THEODORE KIEP USED ACT X 60984 24909 false false true NOTE - FREDERICK HELSINGER HEQF ACT X 10000 3436 false false true NOTE - TIM BOELLNER NEWI ACT X 42103 3020 false false true 260799 FORM 990, PAGE 6, PART VI, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD OF DIRECTORS ARE ELECTED BY MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7B CERTAIN TRANSACTIONS AND CHANGES TO THE CODE OF REGULATIONS ARE SUBJECT TO MEMBER APPROVAL. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED BY THE CEO AND VP OF FINANCE OF THE ORGANIZATION PRIOR TO FILING. COPIES ARE PROVIDED TO THE BOARD FOR THEIR REVIEW. FORM 990, PAGE 6, PART VI, LINE 12C AN ANNUAL QUESTIONNAIRE IS REQUIRED. FORM 990, PAGE 6, PART VI, LINE 15A THIRD PARTY CONSULTANT USED TO ASSIST AND ESTABLISH COMPENSATION AMOUNT FOR CEO. THE AMOUNT IS APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15B CEO AND HR SET COMPENSATION AMOUNTS FOR OTHER OFFICERS USING THIRD PARTY COMPENSATION CONSULTANT AND BUDGET SET BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 INFORMATION IS MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OUTSIDE SERVICES 123,582 0 0 DATA PROCESSING 969,289 0 0 TOTAL 1,092,871 0 0