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Heritage South Credit Union

  • Sylacauga, AL
  • Tax-exempt since June 1971
  • EIN: 63-0288900

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$11.2M (2023)

Expenses
$10.3M (2023)

Total Assets
$175M (2023)

Total Liabilities
$160M (2023)

Source: Form 990 tax filings from 2012 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
$11,239,124
Expenses
$10,274,103
Net Income
$965,021
Net Assets
$14,287,719
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,063,163
62.8%
Investment Income $991,322
8.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $27,979
0.2%
Net Inventory Sales $0
Other Revenue $3,156,660
28.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $622,541
6.1%
Professional Fundraising Fees $0
Other Salaries and Wages $2,129,119
20.7%
Assets/Debt
Total Assets $174,762,433
Total Liabilities $160,474,714
Net Assets $14,287,719
Compensation
Key Employees and Officers Compensation Related Other
Jamie Payton (Ceo) $150,320 $0 $64,914
Anna Tyler (Clo) $105,617 $0 $58,858
Lindsey Marlow (Coo) $101,041 $0 $40,247
Jamie Elliot (Cfo) $69,814 $0 $31,731
Randall Morris (Vice Chairperson) $0 $0 $0
Larry Blanchard (Director) $0 $0 $0
Ondi Turner (Director) $0 $0 $0
Angela Hughes (Director) $0 $0 $0
Jim Patton (Chairperson) $0 $0 $0
Mindy Grier (Director) $0 $0 $0
Wayne Sayers (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 12, 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
$9,575,524
Expenses
$8,587,673
Net Income
$987,851
Net Assets
$12,830,255
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,853,470
61.1%
Investment Income $681,706
7.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,600
0.0%
Net Inventory Sales $0
Other Revenue $3,038,748
31.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $598,244
7.0%
Professional Fundraising Fees $0
Other Salaries and Wages $2,025,960
23.6%
Assets/Debt
Total Assets $167,185,802
Total Liabilities $154,355,547
Net Assets $12,830,255
Compensation
Key Employees and Officers Compensation Related Other
Jamie Payton (Ceo) $153,190 $0 $57,011
Anna Tyler (Clo) $106,500 $0 $50,348
Lindsey Marlow (Coo) $103,300 $0 $31,788
Jamie Elliot (Cfo) $72,869 $0 $23,239
Randall Morris (Vice Chairperson) $0 $0 $0
Larry Blanchard (Director) $0 $0 $0
Ondi Turner (Director) $0 $0 $0
Angela Hughes (Director) $0 $0 $0
Jim Patton (Chairperson) $0 $0 $0
Mindy Grier (Director) $0 $0 $0
Wayne Sayers (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 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
$8,672,774
Expenses
$7,904,291
Net Income
$768,483
Net Assets
$13,186,488
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,559,946
64.1%
Investment Income $307,728
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,805,100
32.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $600,973
7.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,726,544
21.8%
Assets/Debt
Total Assets $172,610,156
Total Liabilities $159,423,668
Net Assets $13,186,488
Compensation
Key Employees and Officers Compensation Related Other
Jamie Payton (Ceo) $133,992 $0 $74,120
Anna Tyler (Clo) $100,308 $0 $60,344
Lindsey Marlow (Coo) $93,003 $0 $40,460
Jamie Elliot (Cfo) $67,737 $0 $31,009
Randall Morris (Vice Chairperson) $0 $0 $0
Larry Blanchard (Director) $0 $0 $0
Ondi Turner (Director) $0 $0 $0
Angela Hughes (Director) $0 $0 $0
Jim Patton (Director) $0 $0 $0
Mindy Grier (Director) $0 $0 $0
Wayne Sayers (Chairperson) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 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
$8,549,369
Expenses
$7,973,339
Net Income
$576,030
Net Assets
$12,265,773
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,786,935
67.7%
Investment Income $309,442
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,452,992
28.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $495,737
6.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,757,054
22.0%
Assets/Debt
Total Assets $163,409,068
Total Liabilities $151,143,295
Net Assets $12,265,773
Compensation
Key Employees and Officers Compensation Related Other
Jamie Payton (Ceo) $124,328 $0 $51,031
Anna Tyler (Clo) $89,778 $0 $39,543
Lindsey Marlow (Coo) $83,536 $0 $29,546
Jamie Elliot (Cfo) $55,023 $0 $22,950
Randall Morris (Vice Chairperson) $0 $0 $0
Larry Blanchard (Director) $0 $0 $0
Jimmmy Morgan (Director) $0 $0 $0
Angela Hughes (Director) $0 $0 $0
Jim Patton (Director) $0 $0 $0
Mindy Grier (Director) $0 $0 $0
Wayne Sayers (Chairperson) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 12, 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
$8,427,303
Expenses
$7,935,396
Net Income
$491,907
Net Assets
$11,963,104
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,497,222
65.2%
Investment Income $456,801
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,968
Net Inventory Sales $0
Other Revenue $2,477,248
29.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $461,271
5.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,787,413
22.5%
Assets/Debt
Total Assets $142,991,949
Total Liabilities $131,028,845
Net Assets $11,963,104
Compensation
Key Employees and Officers Compensation Related Other
Jamie Payton (Ceo) $119,549 $0 $48,218
Anna Tyler (Clo) $85,256 $0 $34,376
Lindsey Marlow (Coo) $80,032 $0 $24,153
Jamie Elliot (Cfo) $52,304 $0 $17,384
Randall Morris (Vice Chairperson) $0 $0 $0
Larry Blanchard (Director) $0 $0 $0
Jim Morgan (Director) $0 $0 $0
Angela Hughes (Director) $0 $0 $0
Jim Patton (Director) $0 $0 $0
Mindy Grier (Director) $0 $0 $0
Wayne Sayers (Chairperson) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 16, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,734,067
Expenses
$7,813,228
Net Income
-$79,161
Net Assets
$11,559,932
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,999,962
64.6%
Investment Income $397,856
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,336,249
30.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $354,605
4.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,594,489
20.4%
Assets/Debt
Total Assets $125,141,054
Total Liabilities $113,581,122
Net Assets $11,559,932
Compensation
Key Employees and Officers Compensation Related Other
Jamie Payton (Ceo) $112,740 $0 $50,806
Anna Tyler (Clo) $79,479 $0 $11,783
Lindsey Marlow (Coo) $75,269 $0 $19,037
Jamie Elliot (Cfo) $4,615 $0 $876
Randall Morris (Chairperson) $0 $0 $0
Larry Blanchard (Vice Chairperson) $0 $0 $0
Jim Morgan (Director) $0 $0 $0
Angela Hughes (Director) $0 $0 $0
Jim Patton (Director) $0 $0 $0
Mindy Grier (Director) $0 $0 $0
Wayne Sayers (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 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
$7,051,988
Expenses
$6,361,078
Net Income
$690,910
Net Assets
$11,586,091
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,748,736
67.3%
Investment Income $316,448
4.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,986,804
28.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $359,688
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,515,510
23.8%
Assets/Debt
Total Assets $121,206,971
Total Liabilities $109,620,880
Net Assets $11,586,091
Compensation
Key Employees and Officers Compensation Related Other
Jamie Payton (Ceo) $106,505 $0 $50,801
Lindsey Marlow (Coo) $69,649 $0 $18,972
Angela Glaze (Cfo) $68,065 $0 $10,721
Anna Tyler (Clo) $21,680 $0 $13,295
Randall Morris (Chairperson) $0 $0 $0
Larry Blanchard (Vice Chairperson) $0 $0 $0
Jim Morgan (Director) $0 $0 $0
Angela Hughes (Director) $0 $0 $0
Jim Patton (Director) $0 $0 $0
Mindy Grier (Director) $0 $0 $0
Wayne Sayers (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 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
$6,500,822
Expenses
$5,972,069
Net Income
$528,753
Net Assets
$10,949,374
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,346,331
66.9%
Investment Income $225,175
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$14,794
Net Inventory Sales $0
Other Revenue $1,944,110
29.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $399,462
6.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,346,618
22.5%
Assets/Debt
Total Assets $114,030,725
Total Liabilities $103,081,351
Net Assets $10,949,374
Compensation
Key Employees and Officers Compensation Related Other
Jamie Payton (Ceo) $102,520 $0 $79,536
Daphne Harrell (Ceo) $72,426 $0 $352
Angela Glaze (Cfo) $68,013 $0 $855
Lindsey Marlow (Coo) $54,907 $0 $20,853
Larry Blanchard (Vice Chairperson) $0 $0 $0
Jim Morgan (Director) $0 $0 $0
Randall Morris (Chairperson) $0 $0 $0
Angela Hughes (Director) $0 $0 $0
Jim Patton (Director) $0 $0 $0
Mindy Grier (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 7, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,715,415
Expenses
$5,435,815
Net Income
$279,600
Net Assets
$11,021,599
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,846,592
67.3%
Investment Income $216,388
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $19,500
0.3%
Net Inventory Sales $0
Other Revenue $1,632,935
28.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $313,749
5.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,377,756
25.3%
Assets/Debt
Total Assets $105,977,977
Total Liabilities $94,956,378
Net Assets $11,021,599
Compensation
Key Employees and Officers Compensation Related Other
Daphne Harrell (Ceo) $122,927 $0 $75,552
Jamie Payton (Coo) $81,234 $0 $34,036
Larry Blanchard (Vice Chairperson) $0 $0 $0
Jim Morgan (Director) $0 $0 $0
Randall Morris (Chairperson) $0 $0 $0
Angela Hughes (Director) $0 $0 $0
Jim Patton (Director) $0 $0 $0
Mindy Grier (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 24, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,307,030
Expenses
$5,019,472
Net Income
$287,558
Net Assets
$10,763,514
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,466,836
65.3%
Investment Income $270,516
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,476
Net Inventory Sales $0
Other Revenue $1,571,154
29.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $291,550
5.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,277,854
25.5%
Assets/Debt
Total Assets $96,300,536
Total Liabilities $85,537,022
Net Assets $10,763,514
Compensation
Key Employees and Officers Compensation Related Other
Daphne Harrell (Ceo) $121,680 $0 $71,232
Jamie Payton (Coo) $74,286 $0 $24,352
Larry Blanchard (Vice Chairperson) $0 $0 $0
Jim Morgan (Director) $0 $0 $0
Randall Morris (Chairperson) $0 $0 $0
Angela Hughes (Director) $0 $0 $0
Jim Patton (Director) $0 $0 $0
Mindy Grier (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 15, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,673,883
Expenses
$4,297,784
Net Income
$376,099
Net Assets
$10,406,866
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,827,121
60.5%
Investment Income $349,328
7.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $21,873
0.5%
Net Inventory Sales $0
Other Revenue $1,475,561
31.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $298,918
7.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,127,132
26.2%
Assets/Debt
Total Assets $88,858,869
Total Liabilities $78,452,003
Net Assets $10,406,866
Compensation
Key Employees and Officers Compensation Related Other
Daphne Harrell (Ceo) $120,008 $0 $79,955
Jamie Payton (Coo) $72,251 $0 $26,704
Larry Blanchard (Vice Chairperson) $0 $0 $0
Jim Morgan (Director) $0 $0 $0
Randall Morris (Chairperson) $0 $0 $0
Angela Hughes (Director) $0 $0 $0
Jim Patton (Director) $0 $0 $0
Mindy Grier (Director) $0 $0 $0
+ View more people

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990
Filed on Nov. 13, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,531,970
Expenses
$4,122,549
Net Income
$409,421
Net Assets
$10,650,452
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,688,986
59.3%
Investment Income $459,881
10.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $23,029
0.5%
Net Inventory Sales $0
Other Revenue $1,360,074
30.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $249,694
6.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,029,682
25.0%
Assets/Debt
Total Assets $83,069,904
Total Liabilities $72,419,452
Net Assets $10,650,452

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2011

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

Fiscal Year Ending Dec.
2010

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

Fiscal Year Ending Dec.
2009

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

Fiscal Year Ending Dec.
2008

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