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  3. Heritage South Credit Union
EIN 63-0288900

Heritage South Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
68
City
Sylacauga
State
Alabama
Year formed
1937
Most recent tax filings
2022-12-01
NTEE code, primary
W60: Financial Institutions, Credit Unions
Description
The Credit Union's mission is to promote thrift among its members and create a source of Credit for them at legitimate rates of interest. The Credit Union serves members in five counties in east central Alabama.
Related structure
Heritage South Credit Union is child organization, under the parent exemption from Alabama Credit Union Administration.
Total revenues
$9,575,524
2022
Total expenses
$8,587,673
2022
Total assets
$167,185,802
2022
Num. employees
68
2022

Program areas at Heritage South Credit Union

In our efforts to promote thrift among our members, the Credit Union provides competitive savings products, which include savings, checking, and certificate of deposit accounts.
To meet the financial needs of our members, the Credit Union provides a source of Credit by offering a variety of consumer and mortgage lending products at reasonable rates of interest.

Personnel at Heritage South Credit Union

NameTitleCompensation
Jamie PaytonChief Executive Officer$153,190
Lindsey MarlowChief Operating Officer$103,300
Jamie ElliotChief Financial Officer$72,869
Anna TylerClo$106,500
Randall MorrisVice - Chairperson$0
...and 4 more key personnel

Financials for Heritage South Credit Union

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$5,853,470
Investment income and dividends$681,706
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$1,600
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$3,038,748
Total revenues$9,575,524

Form 990s for Heritage South Credit Union

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-14990View PDF
2021-122022-11-15990View PDF
2020-122021-11-12990View PDF
2019-122021-06-25990View PDF
2018-122020-01-24990View PDF
...and 9 more Form 990s

Organizations like Heritage South Credit Union

OrganizationLocationRevenue
Tuscaloosa Credit UnionTuscaloosa, AL$4,141,284
Fort McClellan Credit Union (FMCU)Anniston, AL$8,315,286
Mobile Educators Credit UnionMobile, AL$3,200,193
Alabama Central Credit UnionBirmingham, AL$10,136,034
Alabama State Employees Credit UnionMontgomery, AL$23,220,315
Riverdale Credit UnionSelma, AL$6,293,291
Family Security Credit UnionDecatur, AL$43,290,857
Riverfall Credit UnionTuscaloosa, AL$6,975,921
Alatrust Credit UnionHoover, AL$8,462,340
New Horizons Credit UnionMobile, AL$11,191,194
Data update history
January 11, 2024
Posted financials
Added Form 990 for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 6, 2023
Updated personnel
Identified 1 new personnel
June 21, 2023
Posted financials
Added Form 990 for fiscal year 2020
June 19, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
Credit unionsChapter / child organizations
Issues
No issues found
Characteristics
State / local level
General information
Address
60 Gene Stewart Blvd
Sylacauga, AL 35151
County
Talladega County, AL
Website URL
myhscu.com/ 
Phone
(888) 245-4776
Twitter profile
@heritagesouth 
IRS details
EIN
63-0288900
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1937
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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