EIN 62-0382058

Southeast Financial Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
173
Year formed
1936
Most recent tax filings
2022-12-01
Description
Southeast Financial Credit Union offers Financial Services for approximately 39,812 members. The Credit Union provides loans, savings accounts, share certificates, and other financial services. It offers an ATM/debit card program, international remittances, no surcharge ATMs, and a business share account.
Related structure
Southeast Financial Credit Union is child organization, under the parent exemption from Credit Unions Chartered in the State of Tennessee / State of Tn-Dept of Financial Insti.
Total revenues
$24,888,572
2022
Total expenses
$23,487,341
2022
Total assets
$454,815,364
2022
Num. employees
173
2022

Program areas at Southeast Financial Credit Union

Provide Financial services for approximately 39,818 members in the form of loans, share accounts, share certificates and other Financial services.services include atm/debit card program, international remittances, no surcharge atm's, business share accounts, health savings accounts, no cost share drafts, share certificates with low minimum balance requirements, insurance/investment sales, student scholarships, business loans, Credit builder, indirect consumer lending, interest only or payment option 1st mortgage loans, overdraft lines of Credit, overdraft/protection/courtesy pay, participation loans, real estate loans, risk based loans, share secured Credit cards, Financial education, Financial counseling, first time homebuyer program.

Personnel at Southeast Financial Credit Union

NameTitleCompensation
John JacowayChief Executive Officer$535,530
Kelly KeenanChief Operating Officer$193,964
Ronnie MillerVice President , Operations$109,202
Lelah HillVice President , Human Resources$151,076
Susan HamiltonVice President , Compliance and Trainin$126,351
...and 5 more key personnel

Financials for Southeast Financial Credit Union

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$17,712,395
Investment income and dividends$1,332,189
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$19,800
Net gain from sale of non-inventory assets$-175,671
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$5,999,859
Total revenues$24,888,572

Form 990s for Southeast Financial Credit Union

Fiscal year endingDate received by IRSFormPDF link
2022-122023-09-13990View PDF
2021-122022-11-07990View PDF
2020-122021-10-25990View PDF
2019-122021-06-25990View PDF
2018-122019-11-15990View PDF
...and 8 more Form 990s
Data update history
November 9, 2023
Posted financials
Added Form 990 for fiscal year 2022
July 28, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 9, 2023
Used new vendors
Identified 6 new vendors, including , , , , , and
June 29, 2023
Posted financials
Added Form 990 for fiscal year 2020
June 4, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
Credit unionsChapter / child organizations
Issues
No issues found
Characteristics
State / local level
General information
Address
220 S Royal Oaks Blvd
Franklin, TN 37064
Metro area
Nashville-Davidson--Murfreesboro--Franklin, TN
Website URL
southeastfinancial.org/ 
Phone
(615) 743-3700
Facebook page
SoutheastFinancialCU 
Twitter profile
@sfcunews 
IRS details
EIN
62-0382058
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1936
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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