110 AURGROUP FINANCIAL CREDIT UNION

EIN: 316040371

FAIRFIELD, OH

Total Revenue
$10,548,743
Total Expenses
$9,798,314
Total Assets
$193,425,601
Net Assets
$10,267,999
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1935
Legal Domicile
OH
Principal Officer
TIM BOELLNER
Phone
5139424422
Tax Period
2024-01-01 to 2024-12-31

110 AURGROUP FINANCIAL CREDIT UNION, founded in 1935, is a mid-sized nonprofit that reported $10.5M in total revenue in fiscal year 2024. Expenses of $9.8M left a modest 7% surplus.

Mission

TO PROMOTE THRIFT AND TO PROVIDE FINANCIAL SERVICES TO ITS MEMBERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $9,358,718
Investment Income $1,189,746
Other Revenue $279
TOTAL REVENUE $10,548,743

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,640,626
Fundraising Expenses $0
Other Expenses $4,455,933
TOTAL EXPENSES $9,798,314

Year-over-Year Comparison

2024 2023 Change
Revenue $10,548,743 $9,792,574 +0.1%
Expenses $9,798,314 $9,188,017 +0.1%
Net Income $750,429 $604,557 +0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
9
Independent Members
9
Employees
61
Volunteers
9

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$1,280,662
Total Directors
10
$356,131
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TIM BOELLNER CEO/PRESIDEN 40.00
Officer Director
$323,770 $32,361 $356,131
BRENDA BURTON-PRICE EVP/COO 40.00
Officer
$277,111 $30,475 $307,586
ANGELA LAMBERT CDO 40.00
Officer
$239,325 $25,557 $264,882
MELISSA BRENNER CFO 40.00
Officer
$199,984 $24,275 $224,259
STEVE GUEST NETWORK ENGI 40.00
Officer
$113,831 $13,973 $127,804
SHAWNA CLEMENTS BOARD MEMBER 1.00
Director
$0 $0 $0
JEFF DAVIS BOARD MEMBER 1.00
Director
$0 $0 $0
SHANE DAVIS TREASURER 1.00
Director
$0 $0 $0
RICK HELSINGER VICE CHAIRMA 1.00
Director
$0 $0 $0
ANGELA KELLEY BOARD MEMBER 1.00
Director
$0 $0 $0
TED KIEP SECRETARY 1.00
Director
$0 $0 $0
LYLE POWELL BOARD MEMBER 1.00
Director
$0 $0 $0
DONALD ROTTINGHAUS BOARD MEMBER 1.00
Director
$0 $0 $0
RICK SMITH CHAIRMAN 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $10,548,743 $9,798,314 $193,425,601 $750,429
2023 $9,792,574 $9,188,017 $194,171,881 $604,557
2022 $8,543,860 $8,145,139 $202,593,671 $398,721
2022 $8,543,860 $8,145,139 $202,593,671 $398,721
2021 $8,772,438 $8,304,967 $202,850,587 $467,471
2020 $8,781,464 $8,261,330 $185,489,896 $520,134
2019 $9,068,737 $8,236,190 $159,225,777 $832,547
2018 $8,611,740 $8,118,699 $160,104,578 $493,041
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