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EIN 62-6040478

Heritage South Community Cu

IRS 501(c) type
501(c)(14)
Num. employees
92
City
Shelbyville
State
Tennessee
Year formed
1957
Most recent tax filings
2022-12-01
NTEE code, primary
W60: Financial Institutions, Credit Unions
Description
Heritage South Community Cu serves approximately 32,062 members by providing loans, shares, drafts, IRA and various other services. It offers various financial programs to its members.
Related structure
Heritage South Community Cu is child organization, under the parent exemption from Credit Unions Chartered in the State of Tennessee / State of Tn-Dept of Financial Insti.
Also known as...
Credit Unions Chartered in the State of Tennessee
Total revenues
$17,607,679
2022
Total expenses
$14,056,011
2022
Total assets
$310,634,277
2022
Num. employees
92
2022

Program areas at Heritage South Community Cu

Provides various financial services to its approximately 32,062 members.

Personnel at Heritage South Community Cu

NameTitleCompensation
Laura ParhamChief Executive Officer$329,832
Jody StovallChief Financial Officer$154,637
David KingSenior Vice President - Information Technology$165,057
Beverly SaylorSenior Vice President - Compliance and Internal Auditor$152,028
Darlene RobinsonVice President - Rutherford Area$100,303
...and 6 more key personnel

Financials for Heritage South Community Cu

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$11,935,338
Investment income and dividends$775,574
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-1,446,530
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$6,343,297
Total revenues$17,607,679

Form 990s for Heritage South Community Cu

Fiscal year endingDate received by IRSFormPDF link
2022-122023-04-24990View PDF
2021-122022-11-12990View PDF
2020-122021-05-04990View PDF
2019-122020-09-17990View PDF
2018-122020-02-07990View PDF
...and 9 more Form 990s
Data update history
July 7, 2023
Posted financials
Added Form 990 for fiscal year 2022
July 7, 2023
Updated personnel
Identified 3 new personnel
February 4, 2023
Posted financials
Added Form 990 for fiscal year 2020
August 21, 2021
Posted financials
Added Form 990 for fiscal year 2019
May 1, 2021
Posted financials
Added Form 990 for fiscal year 2018
Nonprofit Types
Credit unionsChapter / child organizations
Issues
Arts, cultural, and humanitiesHistory
Characteristics
State / local level
General information
Address
PO Box 1219
Shelbyville, TN 37162
County
Bedford County, TN
Website URL
heritagesouth.org/home 
Phone
(931) 684-3596
IRS details
EIN
62-6040478
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1957
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
W60: Financial Institutions, Credit Unions
NAICS code, primary
522130: Credit Unions
Parent/child status
Child within group exemption
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