Nonprofit · EIN 31-6040371
AURGROUP FINANCIAL CREDIT UNION
Tax-exempt · FAIRFIELD, OH 45014
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $11,689,971 | $10,394,806 | $1,295,165 | $201,307,912 | $187,505,892 | $13,802,020 |
| December 31, 2024 | 990 | $10,548,743 | $9,798,314 | $750,429 | $193,425,601 | $183,157,602 | $10,267,999 |
| December 31, 2023 | 990 | $9,792,574 | $9,188,017 | $604,557 | $194,171,881 | $184,526,547 | $9,645,334 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $9,873,840
- Investment income
- $1,816,131
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $904,872
- Compensation of officers, directors and key employees
- $1,229,081
- Other salaries and wages
- $2,646,497
- Salaries, compensation and benefits (total)
- $4,909,911
- Professional fundraising fees
- $0
- Legal fees
- $1,967
- Accounting fees
- $48,000
- Occupancy
- $685,990
- Travel
- $107,915
- Depreciation
- $322,600
Balance sheet and other
- Total assets, start of year
- $193,425,601
- Total assets, end of year
- $201,307,912
- Total liabilities, end of year
- $187,505,892
- Net assets, end of year
- $13,802,020
- Land, buildings and equipment
- $7,187,975
- Gross unrelated business income
- $13,964
- Gross receipts
- $11,689,971
- Employees
- 54
- Volunteers
- 9
- Year formed
- 1935
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TIM BOELLNER | CEO/PRESIDEN Trustee or director, Officer | 40 | $340,299 | $36,324 |
| BRENDA BURTON-PRICE | EVP/COO Officer | 40 | $307,170 | $35,563 |
| ANGELA LAMBERT | CDO Officer | 40 | $244,689 | $39,141 |
| MELISSA BRENNER | CFO Officer | 40 | $218,075 | $36,874 |
| STEVE GUEST | NETWORK ENGI Officer | 40 | $118,848 | $13,843 |
| JEFF DAVIS | VICE-CHAIR Trustee or director | 1 | $0 | $0 |
| SHANE DAVIS | TREASURER Trustee or director | 1 | $0 | $0 |
| RICK HELSINGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NICK HORNBACK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANGELA KELLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TED KIEP | SECRETARY Trustee or director | 1 | $0 | $0 |
| LYLE POWELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RICK SMITH | CHAIRMAN Trustee or director | 1 | $0 | $0 |
| CHRIS STEED | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TIM BOELLNER | CEO/PRESIDEN Trustee or director, Officer | 40 | $323,770 | $32,361 |
| BRENDA BURTON-PRICE | EVP/COO Officer | 40 | $277,111 | $30,475 |
| ANGELA LAMBERT | CDO Officer | 40 | $239,325 | $25,557 |
| MELISSA BRENNER | CFO Officer | 40 | $199,984 | $24,275 |
| STEVE GUEST | NETWORK ENGI Officer | 40 | $113,831 | $13,973 |
| SHAWNA CLEMENTS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JEFF DAVIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHANE DAVIS | TREASURER Trustee or director | 1 | $0 | $0 |
| RICK HELSINGER | VICE CHAIRMA Trustee or director | 1 | $0 | $0 |
| ANGELA KELLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TED KIEP | SECRETARY Trustee or director | 1 | $0 | $0 |
| LYLE POWELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DONALD ROTTINGHAUS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RICK SMITH | CHAIRMAN Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TIM BOELLNER | CEO/PRESIDEN Trustee or director, Officer | 40 | $308,765 | $30,472 |
| BRENDA BURTON-PRICE | EVP/COO Officer | 40 | $243,116 | $30,475 |
| ANGELA LAMBERT | CDO Officer | 40 | $202,506 | $38,887 |
| MELISSA BRENNER | CFO Officer | 40 | $182,255 | $36,390 |
| STEVE GUEST | NETWORK ENGI Officer | 40 | $102,885 | $13,218 |
| DONNA BURNETT | TREASURER Trustee or director | 0.75 | $0 | $0 |
| JEFF DAVIS | CHAIRMAN Trustee or director | 0.75 | $0 | $0 |
| SHANE DAVIS | BOARD MEMBER Trustee or director | 0.75 | $0 | $0 |
| RICK HELSINGER | VICE CHAIRMA Trustee or director | 0.75 | $0 | $0 |
| ANGELA KELLEY | ASSOC BOARD Trustee or director | 0.75 | $0 | $0 |
| TED KIEP | BOARD MEMBER Trustee or director | 0.75 | $0 | $0 |
| LYLE POWELL | BOARD MEMBER Trustee or director | 0.75 | $0 | $0 |
| DONALD ROTTINGHAUS | BOARD MEMBER Trustee or director | 0.75 | $0 | $0 |
| RICK SMITH | SECRETARY Trustee or director | 0.75 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8811 HOLDEN BLVD, FAIRFIELD, OH 45014-2109
- Principal officer (990 for 2025)
- TIM BOELLNER, 8811 HOLDEN BLVD, FAIRFIELD, OH 45014
- Signed the 990
- TIM BOELLNER, CEO/PRESIDENT
- Phone
- (513) 942-4422
- Website
- WWW.AURGROUP.ORG
- Return prepared by
- WAVERLY BUSINESS SERVICES
Mission
TO PROMOTE THRIFT AND TO PROVIDE FINANCIAL SERVICES TO ITS MEMBERS.
Program accomplishments
- PROVIDE FINANCIAL SERVICES TO MEMBERS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-6040371
- Tax-exempt status
- 501(c)(14): State-chartered credit union
- Donations deductible
- No
- Exempt since
- 1969
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 1990: OHIO CHARTERED CREDIT UNIONS
- Assets (IRS master file)
- $201,307,912
- Income (IRS master file)
- $11,689,971
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $11,689,971 | $10,394,806 | $201,307,912 | XML |
| 990 | December 2024 | $10,548,743 | $9,798,314 | $193,425,601 | XML |
| 990 | December 2023 | $9,792,574 | $9,188,017 | $194,171,881 | XML |
| 990 | December 2022 | $8,543,860 | $8,145,139 | $202,593,671 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-6040371).
Questions about AURGROUP FINANCIAL CREDIT UNION
- What is the EIN of AURGROUP FINANCIAL CREDIT UNION?
- The employer identification number (EIN) of AURGROUP FINANCIAL CREDIT UNION is 31-6040371.
- Is AURGROUP FINANCIAL CREDIT UNION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1969.
- Are donations to AURGROUP FINANCIAL CREDIT UNION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AURGROUP FINANCIAL CREDIT UNION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AURGROUP FINANCIAL CREDIT UNION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AURGROUP FINANCIAL CREDIT UNION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of AURGROUP FINANCIAL CREDIT UNION?
- The 990 for the year ended December 31, 2025 names TIM BOELLNER.
- Who are the officers and directors of AURGROUP FINANCIAL CREDIT UNION?
- The 990 for the year ended December 31, 2025 lists 14 people; 5 received compensation from the organization, the highest $340,299 (TIM BOELLNER, CEO/PRESIDEN).
- How much revenue does AURGROUP FINANCIAL CREDIT UNION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $11,689,971, expenses of $10,394,806 and total assets of $201,307,912 at year end.
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