Mission
PROVIDE FINANCIAL SERVICES FOR APPROXIMATELY 38,654 MEMBERS IN THE FORM OF LOANS, SAVINGS ACCOUNTS, SHARE CERTIFICATES AND OTHER FINANCIAL SERVICES.
Public Charity
SOUTHEAST FINANCIAL CREDIT UNION C/O ADAM TOUNGETTE
Based in FRANKLIN, TN, SOUTHEAST FINANCIAL CREDIT UNION C/O ADAM TOUNGETTE operates as a Public Charity. The organization reported $31.6M in revenue, $30.9M in expenses, $457.3M in total assets for fiscal year 2024.
EIN: 620382058
FRANKLIN, TN
Latest filing: 2024
Total Revenue$31.6M
Total Expenses$30.9M
Total Assets$457.3M
Grant Records0
Filing Years2019–2024
Where $100 goes at Southeast Financial Credit Union C/O Adam Toungette
How Southeast Financial Credit Union C/O Adam Toungette divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$100
Programs
the work itself
<$1
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $100 for programs
$100
Provide financial services for approximately 38,654 members in the form of loans, share accounts, share certificates and other financial services.Services include atm/debit card program, international remittances, no surcharge…
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
BOARD MEMBER
Beverly A Hicks
BOARD MEMBER
Billy Hatmaker
CHAIR, BOARD MEMBER
Cleo Duckworth
VP, RISK MANAGEMENT
Dana Klinger
CLO
David Kelley
DIRECTOR, INFORMATION TECHNOLOGY
James Lockhart
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $31.6M | $30.9M | $457.3M |
| 2023 | $29.3M | $28.3M | $474.0M |
| 2022 | $24.9M | $23.5M | $454.8M |
| 2020 | $23.9M | $23.9M | $416.7M |
| 2019 | $25.0M | $23.0M | $382.3M |
Between 2019 and 2024, reported annual revenue grew from $25.0M to $31.6M (+26%), with total assets most recently reported at $457.3M.
Interactive year-over-year charts and full filing details available with membership.