Public Charity

Jack Daniel Employees Credit Union

Based in Lynchburg, TN, Jack Daniel Employees Credit Union operates as a Public Charity. The organization reported $3.1M in revenue, $2.6M in expenses, $54.2M in total assets for fiscal year 2025.

EIN: 621014489 Lynchburg, TN Latest filing: 2025
Total Revenue$3.1M
Total Expenses$2.6M
Total Assets$54.2M
Grant Records0
Filing Years2021–2025

Mission

To provide credit and financial services for approximately 2,800 members in the form of loan facilities and depository accounts including draft, savings, CD's, IRA's and other financial services.

Where $100 goes at Jack Daniel Employees Credit Union

How Jack Daniel Employees Credit Union divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$72 Programs the work itself
$28 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 $72 for programs

$36
The organization provides loan facilities of various types including signature and collateralized varieties
50% of program spending
$36
The organization provides depository services in a variety of accounts including savings, draft, certificates and retirement accounts
50% of program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

Supervisory Abby Smith
Supervisory Andrew Whitt
Sec/Treasurer Anita Camp
Board Member Dale Stone
Supervisory Dusty Hardin
Compliance Offi Jessica Horton

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $3.1M $2.6M $54.2M
2024 $3.0M $2.4M $51.3M
2023 $2.5M $2.1M $48.7M
2022 $1.9M $1.6M $45.8M
2021 $1.8M $1.3M $44.4M

Between 2021 and 2025, reported annual revenue grew from $1.8M to $3.1M (+75%), with total assets most recently reported at $54.2M.

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

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