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Members Heritage Credit Union Inc

  • Lexington, KY
  • EIN: 61-0575996

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a State-chartered credit unions and mutual reserve funds.

Summary charts: organization finances over time

Revenue
$27.8M (2023)

Expenses
$23M (2023)

Total Assets
$522M (2023)

Total Liabilities
$462M (2023)

Source: Form 990 tax filings from 2016 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,785,525
Expenses
$23,048,642
Net Income
$4,736,883
Net Assets
$60,488,866
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,110,760
79.6%
Investment Income $5,674,765
20.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $666,607
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $4,825,773
20.9%
Assets/Debt
Total Assets $522,298,717
Total Liabilities $461,809,851
Net Assets $60,488,866
Compensation
Key Employees and Officers Compensation Related Other
Patrick H Ferry (President) $310,116 $0 $6,226
Jeffrey Marshall (Controller) $171,716 $0 $3,426
Sherri Blakeman (Vice President) $171,659 $0 $3,464
Janice Phillips (Vp Of Lending) $112,926 $0 $2,462
Dennis Weiskircher (Is Manager) $105,558 $0 $2,512
Kristie Farmer (Vp Of Servie) $103,439 $0 $0
Bobby A Flynn (Chairman) $0 $0 $0
Manlus Burton (Treasurer) $0 $0 $0
Mike Proctor (Vice Chairman) $0 $0 $0
Mike Harding (Secretary) $0 $0 $0
Michelle Thomas (Director) $0 $0 $0
Nathan Mcconathy (Associate Director) $0 $0 $0
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Document Links

990
Filed on Nov. 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,270,190
Expenses
$16,791,687
Net Income
$3,478,503
Net Assets
$54,672,622
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,163,615
84.7%
Investment Income $3,106,575
15.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,095,419
6.5%
Professional Fundraising Fees $0
Other Salaries and Wages $3,962,856
23.6%
Assets/Debt
Total Assets $509,009,482
Total Liabilities $454,336,860
Net Assets $54,672,622
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patrick H Ferry (President) $293,072 $0 $5,861
Sherri Blakeman (Vice President) $173,663 $0 $3,473
Jeffrey Marshall (Controller) $168,035 $0 $3,360
Janice Phillips (Vp Of Lending) $120,742 $0 $2,414
Dennis Weiskircher (Is Manager) $120,600 $0 $2,412
Mike Routt (Vp Of Support) $119,215 $0 $2,384
Kristie Farmer (Vp Of Servie) $100,092 $0 $2,001
Bobby A Flynn (Chairman) $0 $0 $0
Manlus Burton (Treasurer) $0 $0 $0
Mike Proctor (Vice Chairman) $0 $0 $0
Mike Harding (Secretary) $0 $0 $0
Michelle Thomas (Director) $0 $0 $0
Nathan Mcconathy (Associate Director) $0 $0 $0
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Document Links

990
Filed on Nov. 13, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,553,879
Expenses
$16,041,612
Net Income
$1,512,267
Net Assets
$50,813,401
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,656,222
94.9%
Investment Income $897,657
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $747,154
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $4,058,450
25.3%
Assets/Debt
Total Assets $501,923,222
Total Liabilities $451,109,821
Net Assets $50,813,401
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patrick H Ferry (President) $275,664 $0 $5,513
Sherri Blakeman (Vp Of Lending) $151,969 $0 $3,039
Mike Routt (Vp Of Support) $114,520 $0 $2,290
Dennis Weiskircher (Is Manager) $108,263 $0 $2,165
Jeffrey Marshall (Controller) $13 $0 $0
Bobby A Flynn (Chairman) $0 $0 $0
Jim Allen (Vice Chairman) $0 $0 $0
Manlus Burton (Treasurer) $0 $0 $0
Mike Proctor (Secretary) $0 $0 $0
Mike Harding (Director) $0 $0 $0
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Document Links

990
Filed on Nov. 9, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,831,586
Expenses
$17,693,867
Net Income
$2,137,719
Net Assets
$47,266,477
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,171,404
61.4%
Investment Income $3,550,051
17.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,110,131
20.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $787,416
4.5%
Professional Fundraising Fees $0
Other Salaries and Wages $4,112,663
23.2%
Assets/Debt
Total Assets $458,955,325
Total Liabilities $411,688,848
Net Assets $47,266,477
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patrick H Ferry (President) $276,074 $0 $5,521
Sherri Blakeman (Vp Of Lending) $143,859 $0 $2,877
Michael S Calton (Controller) $128,318 $0 $2,566
Mike Routt (Vp Of Support) $115,546 $0 $2,310
Dennis Weiskircher (Is Manager) $108,182 $0 $2,163
Bobby A Flynn (Chairman) $0 $0 $0
Jim Allen (Vice Chairman) $0 $0 $0
Manlus Burton (Treasurer) $0 $0 $0
Mike Proctor (Secretary) $0 $0 $0
Mike Harding (Director) $0 $0 $0
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Document Links

990
Filed on Oct. 16, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,389,734
Expenses
$16,432,226
Net Income
$2,957,508
Net Assets
$46,865,199
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,668,201
65.3%
Investment Income $1,914,459
9.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,807,074
24.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $618,570
3.8%
Professional Fundraising Fees $0
Other Salaries and Wages $4,187,390
25.5%
Assets/Debt
Total Assets $387,096,648
Total Liabilities $340,231,449
Net Assets $46,865,199
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patrick H Ferry (President) $251,811 $0 $5,036
Sherri Blakeman (Vp Of Lending) $130,354 $0 $2,606
Michael S Calton (Controller) $115,146 $0 $2,303
Mike Routt (Vp Of Support) $109,132 $0 $2,182
Bobby A Flynn (Chairman) $0 $0 $0
Jim Allen (Vice Chairman) $0 $0 $0
Manlus Burton (Treasurer) $0 $0 $0
Mike Proctor (Secretary) $0 $0 $0
Mike Harding (Director) $0 $0 $0
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Document Links

990
Filed on June 29, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,715,112
Expenses
$14,846,820
Net Income
$2,868,292
Net Assets
$44,005,948
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,246,822
63.5%
Investment Income $1,744,445
9.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,723,845
26.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $589,513
4.0%
Professional Fundraising Fees $0
Other Salaries and Wages $4,076,191
27.5%
Assets/Debt
Total Assets $366,007,874
Total Liabilities $322,001,926
Net Assets $44,005,948
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patrick H Ferry (President) $239,073 $0 $4,781
Sherri Blakeman (Vp Of Lending) $123,438 $0 $2,468
Michael S Calton (Controller) $112,263 $0 $2,244
Mike Routt (Vp Of Support) $103,183 $0 $2,063
Bobby A Flynn (Chairman) $0 $0 $0
Jim Allen (Vice Chairman) $0 $0 $0
Manlus Burton (Treasurer) $0 $0 $0
Mike Proctor (Secretary) $0 $0 $0
Mike Harding (Director) $0 $0 $0
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Document Links

990
Filed on Aug. 20, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,297,458
Expenses
$15,032,473
Net Income
$1,264,985
Net Assets
$41,293,360
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,244,693
62.9%
Investment Income $1,500,714
9.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,552,051
27.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $458,203
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $3,915,760
26.0%
Assets/Debt
Total Assets $363,594,222
Total Liabilities $322,300,862
Net Assets $41,293,360
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patrick H Ferry (President) $225,023 $0 $4,500
Sherri Blakeman (Vp Of Lending) $115,719 $0 $2,313
Michael S Calton (Controller) $108,479 $0 $2,169
Bobby A Flynn (Chairman) $0 $0 $0
Jim Allen (Vice Chairman) $0 $0 $0
Manlus Burton (Treasurer) $0 $0 $0
Mike Proctor (Secretary) $0 $0 $0
Mike Harding (Director) $0 $0 $0
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Document Links

990
Filed on June 6, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,635,950
Expenses
$14,215,194
Net Income
$1,420,756
Net Assets
$38,542,039
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,166,525
65.0%
Investment Income $955,365
6.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,412
0.0%
Net Inventory Sales $0
Other Revenue $4,508,648
28.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $431,772
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $3,816,485
26.8%
Assets/Debt
Total Assets $369,564,047
Total Liabilities $331,022,008
Net Assets $38,542,039
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patrick H Ferry (President) $217,436 $0 $4,372
Michael S Calton (Controller) $103,117 $0 $2,103
Sherri Blakeman (Vp Of Lending) $102,643 $0 $2,101
Bobby A Flynn (Chairman) $0 $0 $0
Jim Allen (Vice Chairman) $0 $0 $0
Manlus Burton (Treasurer) $0 $0 $0
Mike Proctor (Secretary) $0 $0 $0
Mike Harding (Director) $0 $0 $0
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Document Links

990
Filed on June 12, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated