Credit Union South

  • Biloxi, MS
  • Tax-exempt since July 2003
  • EIN: 64-0305824

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Organization summary might be incomplete or out of date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.

Category: Public, Society Benefit — Multipurpose and Other / Credit Unions (NTEE)

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.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$528,157
Expenses
$606,875
Net Income
-$78,718
Net Assets
$684,539
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $264,469
50.1%
Investment Income $67,104
12.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $196,584
37.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $67,654
11.1%
Professional Fundraising Fees $0
Other Salaries and Wages $157,451
25.9%
Assets/Debt
Total Assets $7,604,983
Total Liabilities $6,920,444
Net Assets $684,539
Compensation
Key Employees and Officers Compensation Related Other
Karen Lizana (President Ceo) $67,654 $0 $0
Ethel J Ashley (Bod Treasurer) $0 $0 $0
David Boggs (Bod Chairperson) $0 $0 $0
Kathleen Caldwell (Bod Vice Chairperson) $0 $0 $0
Hubert May Jr (Bod Member) $0 $0 $0
Judy Landry (Bod Member) $0 $0 $0
Grace Sadler (Bod Member) $0 $0 $0
Vera Alston (Sc Chairman) $0 $0 $0
Regina Boddy (Sc Member) $0 $0 $0
Libby Scarbrough (Secretary) $0 $0 $0
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Document Links

990
Filed on May 23, 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
$587,233
Expenses
$663,502
Net Income
-$76,269
Net Assets
$763,257
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $374,921
63.8%
Investment Income $23,995
4.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $188,317
32.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $298,738
45.0%
Assets/Debt
Total Assets $7,519,956
Total Liabilities $6,756,699
Net Assets $763,257
Compensation
Key Employees and Officers Compensation Related Other
Karen Lizana (President Ceo) $60,008 $0 $0
Ethel J Ashley (Bod Treasurer) $0 $0 $0
David Boggs (Bod Chairperson) $0 $0 $0
Kathleen Caldwell (Bod Vice Chairperson) $0 $0 $0
Hubert May Jr (Bod Member) $0 $0 $0
Judy Landry (Bod Member) $0 $0 $0
Grace Sadler (Bod Member) $0 $0 $0
Vera Alston (Bod Member) $0 $0 $0
Regina Boddy (Bod Member) $0 $0 $0
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Document Links

990
Filed on Aug. 13, 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
$756,871
Expenses
$1,064,241
Net Income
-$307,370
Net Assets
$839,526
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $521,030
68.8%
Investment Income $8,132
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $227,709
30.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $304,422
28.6%
Assets/Debt
Total Assets $8,211,159
Total Liabilities $7,371,633
Net Assets $839,526
Compensation
Key Employees and Officers Compensation Related Other
Karen Lizana (President Ceo) $60,008 $0 $0
Ethel J Ashley (Bod Treasurer) $0 $0 $0
David Boggs (Bod Chairperson) $0 $0 $0
Kathleen Caldwell (Bod Vice Chairperson) $0 $0 $0
Hubert May Jr (Bod Member) $0 $0 $0
Judy Landry (Bod Member) $0 $0 $0
Grace Sadler (Bod Member) $0 $0 $0
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Document Links

990
Filed on May 31, 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
$772,558
Expenses
$854,707
Net Income
-$82,149
Net Assets
$1,146,896
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $514,240
66.6%
Investment Income $15,237
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $243,081
31.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $330,606
38.7%
Assets/Debt
Total Assets $8,874,813
Total Liabilities $7,727,917
Net Assets $1,146,896
Compensation
Key Employees and Officers Compensation Related Other
Karen Lizana (President Ceo) $60,008 $0 $0
Ethel J Ashley (Bod Treasurer) $0 $0 $0
David Boggs (Bod Chairperson) $0 $0 $0
Kathleen Caldwell (Bod Vice Chairperson) $0 $0 $0
Hubert May Jr (Bod Member) $0 $0 $0
Judy Landry (Bod Member) $0 $0 $0
Grace Sadler (Bod Member) $0 $0 $0
Rose Hillard (Bod Member) $0 $0 $0
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Document Links

990
Filed on Aug. 15, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$619,499
Expenses
$663,857
Net Income
-$44,358
Net Assets
$1,229,045
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $394,766
63.7%
Investment Income $20,377
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $204,356
33.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $298,737
45.0%
Assets/Debt
Total Assets $8,005,719
Total Liabilities $6,776,674
Net Assets $1,229,045
Compensation
Key Employees and Officers Compensation Related Other
Karen Lizana (President Ceo) $57,200 $0 $0
Ethel Ashley (Bod Treasurer) $0 $0 $0
David Boggs (Bod Chairperson) $0 $0 $0
Kathleen Caldwell (Bod Vice Chairperson) $0 $0 $0
Hubert May Jr (Bod Member) $0 $0 $0
Tess Finnegan (Bod Member) $0 $0 $0
Grace Sadler (Bod Member) $0 $0 $0
Rose Hillard (Bod Member) $0 $0 $0
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Document Links

990
Filed on July 16, 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
$610,230
Expenses
$599,800
Net Income
$10,430
Net Assets
$1,273,403
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $416,842
68.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$14
Net Inventory Sales $0
Other Revenue $193,402
31.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $56,960
9.5%
Professional Fundraising Fees $0
Other Salaries and Wages $168,307
28.1%
Assets/Debt
Total Assets $7,894,499
Total Liabilities $6,621,096
Net Assets $1,273,403
Compensation
Key Employees and Officers Compensation Related Other
Karen Lizana (President Ceo) $56,960 $0 $0
Ethel Ashley (Bod Treasurer) $0 $0 $0
David Boggs (Bod Chairperson) $0 $0 $0
Kathleen Caldwell (Bod Vice Chairperson) $0 $0 $0
Hubert May Jr (Bod Member) $0 $0 $0
Tess Finnegan (Bod Member) $0 $0 $0
Grace Sadler (Bod Member) $0 $0 $0
Rose Hillard (Bod Member) $0 $0 $0
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Document Links

990
Filed on May 27, 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
$624,405
Expenses
$578,813
Net Income
$45,592
Net Assets
$1,262,973
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $414,829
66.4%
Investment Income $24,054
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $185,522
29.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $55,850
9.6%
Professional Fundraising Fees $0
Other Salaries and Wages $166,889
28.8%
Assets/Debt
Total Assets $8,120,136
Total Liabilities $6,857,163
Net Assets $1,262,973

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$585,257
Expenses
$601,766
Net Income
-$16,509
Net Assets
$1,217,381
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $401,787
68.7%
Investment Income $22,243
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $161,227
27.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $70,872
11.8%
Professional Fundraising Fees $0
Other Salaries and Wages $167,667
27.9%
Assets/Debt
Total Assets $7,202,822
Total Liabilities $5,985,441
Net Assets $1,217,381

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
PDF (2 of 2)

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

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$607,341
Expenses
$646,672
Net Income
-$39,331
Net Assets
$1,260,222
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $607,341
100%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,373,847
Total Liabilities $6,113,625
Net Assets $1,260,222

Document Links

990

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2007

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.
2005

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.
2004

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

What Is 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.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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.

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