Public Charity

FIRST SOUTH FINANCIAL CREDIT UNION

FIRST SOUTH FINANCIAL CREDIT UNION, of BARTLETT, TN, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $41.2M in revenue, $27.8M in expenses.

EIN: 620579508 BARTLETT, TN Latest filing: 2024
Total Revenue$41.2M
Total Expenses$27.8M
Grant Records0
Filing Years2019–2024

Mission

FIRST SOUTH FINANCIAL CREDIT UNION IS A STATE CHARTERED CREDIT UNION AND CO-OPERATIVE THAT PROMOTES THRIFT, SAVINGS, AND LOANS TO ITS MEMBERS.

Where $100 goes at First South Financial Credit Union

How First South Financial Credit Union 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
Members are offered a full suite of financial services that meet all of their needs
All program spending
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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 Christi Kelley
Senior Vice President - Information Systems David Joyner
Board Member Deb Ross
Senior Vice President Delynn Byars
President/CEO Dr W Craig Esrael
Board Member Eugene Douglass

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $41.2M $27.8M —
2023 $53.7M $39.7M $756.0M
2022 $40.1M $29.0M $795.6M
2020 $38.1M $27.9M $719.6M
2019 $41.6M $28.0M $621.0M

Between 2019 and 2024, reported annual revenue held roughly steady at around $41.2M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for FIRST SOUTH FINANCIAL CREDIT UNION

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