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Filing year 2024

HERITAGE SOUTH COMMUNITY CU

Shelbyville, Tennessee·EIN 62-6040478·14
Total revenue
$26.1M
Total assets
$337.9M
Total expenses
$20.7M
Reported officers
17
Mission

Provide service in the form of loans, shares, drafts, IRA and various other services for approximately 34,264 members.

Executive compensation, broken down

Form 990 · Schedule J · 10 reported individuals · Filing year 2024

Base
$252k
Bonus
$122k
Other
$673
Benefits
SVP - Information Technology
senior vice president
$180k
$191k
Base
$146k
Bonus
$34k
Other
$153
Benefits
SVP - Compliance & Internal Auditor
senior vice president
$171k
$181k
Base
$138k
Bonus
$32k
Other
$673
Benefits
Base
$135k
Bonus
$32k
Other
$673
Benefits
Financial Analyst
key employee
$124k
$132k
Base
$101k
Bonus
$23k
Other
$92
Benefits
Director of Business Lending
key employee
$113k
$120k
Base
$92k
Bonus
$20k
Other
$670
Benefits
VP - Lending
vice president
$111k
$118k
Base
$91k
Bonus
$20k
Other
$95
Benefits
IT Security Administrator
highest compensated employee
$107k
$114k
Base
$86k
Bonus
$21k
Other
$95
Benefits
Branch Manager
key employee
$105k
$112k
Base
$84k
Bonus
$21k
Other
$463
Benefits
VP - Marketing
vice president
$102k
$108k
Base
$83k
Bonus
$19k
Other
$78
Benefits

Teal figures restate each filed amount in 2026 dollars.

Estimated with BLS CPI-U for the South region, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.

Plus 7 unpaid individuals.

Up 6%
from 2023

From $355k in 2023 to $375k in 2024.

$355k
2023
$375k
2024
In today's dollarsEst.
Up 3% in real terms$387k to $398k

Estimated with BLS CPI-U for the South region, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.

Highest reported compensation in each year. Volunteer board members and partial-year payouts are filtered out.
Financial trend

Revenue and expenses over time

HERITAGE SOUTH COMMUNITY CU reported revenue and expenses across 2 filing years.

RevenueExpenses
$20M
$17.6M
2023
$26.1M
$20.7M
2024
Total revenue and total expenses from IRS Form 990 filings.
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