Mission
Provide service in the form of loans, shares, drafts, IRA and various other services for approximately 35,653 members.
Public Charity
HERITAGE SOUTH COMMUNITY CU
Based in Shelbyville, TN, HERITAGE SOUTH COMMUNITY CU operates as a Public Charity. The organization reported $29.1M in revenue, $24.4M in expenses, $358.2M in total assets for fiscal year 2025.
EIN: 626040478
Shelbyville, TN
Latest filing: 2025
Total Revenue$29.1M
Total Expenses$24.4M
Total Assets$358.2M
Grant Records0
Filing Years2020–2025
Where $100 goes at Heritage South Community Cu
How Heritage South Community Cu divides every $100 it spends, from its own Form 990 filings, averaged across 8 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
Provides various financial services to its approximately 35,653 members
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
Board Treasurer
Andrea Anderson
SVP - Compliance & Internal Auditor
Beverly Saylor
Executive Vice President
Brett Young
Board Secretary
Brian Parker
VP - Member Services & Operations
Carla Brown
Board member
Clay Ledford
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $29.1M | $24.4M | $358.2M |
| 2024 | $26.1M | $20.7M | $337.9M |
| 2023 | $20.0M | $17.6M | $307.9M |
| 2022 | $17.6M | $14.1M | $310.6M |
| 2020 | $17.5M | $14.5M | $277.5M |
Between 2020 and 2025, reported annual revenue grew from $17.5M to $29.1M (+66%), with total assets most recently reported at $358.2M.
Interactive year-over-year charts and full filing details available with membership.