2025-06-24T09:31:14-04:00 2024-12-31 994503147 WAVERLY BUSINESS SERVICES 180 A COMMERCE PARK DR WESTERVILLE OH 43082 990 2024-01-01 316023946 MYUSA CREDIT UNION INC MYUS 5134208640 3600 TOWNE BLVD MIDDLETOWN OH 45005 JAMES MILES CEO 5134208640 2025-06-11 true ERIN ALDERSON EA P01231640 6148906620 2025-06-16 2024 2025-03-06 01:10:19Z JAMES MILES 3600 TOWNE BLVD MIDDLETOWN OH 45005 18460896 false X WWW.MYUSACU.ORG X 1934 PROVIDE FINANCIAL SERVICES TO MEMBERS. 6 6 97 6 84817 0 14436068 14324602 2911812 4136294 0 17347880 18460896 0 1052566 3232064 6164996 5682881 0 0 7915708 8767183 15133270 17682128 2214610 778768 312810350 329590644 273431292 288447305 39379058 41143339 TO ASSIST MEMBER OWNERS IN GAINING PERSONAL FINANCIAL SUCCESS BY PROVIDING AND PROMOTING THE USE OF FINANCIAL SERVICES WHICH FEATURE BENEFITS AND ADVANTAGES OVER THOSE AVAILABLE FROM OTHER COMPETITIVE SOURCES. false false DIVIDENDS AND INTEREST PAID TO MEMBERS ON APPROXIMATELY 43,296 DEPOSIT ACCOUNTS HELD BY APPROXIMATELY 18,965 MEMBERS. DIRECT LABOR AND EMPLOYEE BENEFIT COSTS INCURRED PROVIDING SAVINGS DEPOSIT SERVICES, ORIGINATING NEW LOANS AND SERVICING THE LOAN PORTFOLIO FOR MEMBERS. DATA PROCESSING COSTS INCURRED RECORDING MEMBER ACCOUNTS ACTIVITY AND PROVIDING ACCESS TO MEMBERS TO THEIR ACCOUNTS. false false false false false false false false false true true false false true false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false 4722 0 true 97 true true true false false false false false false false X 6 6 false false false false true true true true true false true true true true true true true true true true false X SAMANTHA ROSS 5134205847 3600 TOWNE BOULEVARD MIDDLETOWN OH 45005 JAMES MILES CEO 40.00 X 328494 0 26568 KENDRICK WALKER VP MARKETING 40.00 X 131093 0 23763 JENNIFER TUCKER VP OF ADMINI 40.00 X 116692 0 25906 MARGARET HALE VP OPERATION 40.00 X 106504 0 18625 WILLIAM MCFARLAND VP OF MEMBER 40.00 X 110461 0 10198 GERRY DALY DIRECTOR 1.00 X 11801 0 0 CHRISTINA MCELFRESH SECRETARY 1.00 X X 11801 0 0 KYLE MCGLONE CHAIRMAN 1.00 X X 11801 0 0 CATHERINE MCMONIGLE VICE CHAIRMA 1.00 X X 11801 0 0 DELVEN PORTER DIRECTOR 1.00 X 11801 0 0 TYLER HENRY DIRECTOR 1.00 X 1967 0 0 854216 105060 5 false true false ANTHEM BLUE CROSS BLUE SHIELD P O BOX 105673 ATLANTA GA 30348 HEALTH INS 975268 CU ANSWERS 6000 28TH STREET SE SUITE 100 GRAND RAPIDS MI 49546 DATA PROCESSING 943737 FOUR SEASONS ENVIRONMENTAL 43 NEW GARVER RD MONROE OH 45050 OCCUPANCY 365312 ATM SOLUTIONS INC 950 TAYLOR STATION RD SUITE A COLUMBUS OH 43230 ATM 212358 CHARTER COMMUNICATIONS 400 WASHINGTON BLVD STAMFORD CT 06902 COMMUNICATIONS 153428 5 INTEREST INCOME 522100 10758615 10758615 OTHER OPERATING INCOME 522100 1959218 1959218 FEES & COMMISSIONS 522100 1521952 1521952 NON-MEMBER ATM FEES 900099 84817 84817 14324602 4136294 4136294 18460896 14239785 84817 4136294 3232064 854216 3783074 -212384 900913 357062 115079 69338 665874 951618 1559855 945612 56891 180256 1011 341002 PROVISION FOR LOAN LOSS 1513986 ATM EXPENSES 917865 LOAN SERVICING 619697 CORE DATA PROCESSING 415098 414001 17682128 0 0 0 1673925 1650078 16033750 45996541 195095725 189173186 20310429 13695644 6948614 6614785 84966125 78942828 8092211 7213226 312810350 329590644 4030845 5826097 269400447 282621208 273431292 288447305 X 39379058 41143339 39379058 41143339 312810350 329590644 778768 985513 X false true X true 1093900 1093900 13199013 8003177 5195836 6017516 5692467 325049 6614785 INVESTMENTS 71446193 F OTHER INVESTMENTS 3311169 C CERTIFICATES OF DEPOSIT 2226000 F CORP CREDIT UNION INVESTMENTS 1959466 C 78942828 MEMBER SHARES 282621208 282621208 18460896 18460896 18460896 17682128 17682128 17682128 X X true true false false false JAMES MILES CEO 300738 27756 22016 4552 355062 KENDRICK WALKER VP MARKETING 125296 5797 10918 12845 154856 SCHEDULE J, PART III THERE IS A SPLIT DOLLAR LIFE PLAN IN PLACE FOR JAMES MILES, THE CEO. FORM 990, PAGE 6, PART VI, LINE 6 THE CREDIT UNION HAS APPROXIMATELY 18,965 MEMBER OWNERS. FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD OF DIRECTORS IS ELECTED BY THE MEMBERS. EACH MEMBER HAS ONE VOTE REGARDLESS OF THE BALANCE IN THEIR ACCOUNT. 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 BOTH THE CEO AND THE VP OF FINANCE PRIOR TO FILING WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C THE QUESTIONNAIRE AND POLICY ARE REAFFIRMED ANNUALLY. THE QUESTIONNAIRE IS GIVEN TO THE BOARD OF DIRECTORS AND ALL EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 15A THE CEO'S COMPENSATION IS REVIEWED BY THE BOARD OF DIRECTORS ANNUALLY. THE BOARD USES A THIRD PARTY CONSULTANT TO REVIEW COMPARABLE SALARIES. FORM 990, PAGE 6, PART VI, LINE 15B OTHER OFFICERS' COMPENSATION IS REVIEWED AND SET BY THE CEO ANNUALLY WITHIN A BUDGET SET BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC