Nonprofit · EIN 61-0531597
BROWN FORMAN EMPLOYEES CREDIT UNION
Tax-exempt · LOUISVILLE, KY 40210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,018,630 | $908,917 | $109,713 | $14,860,800 | $12,079,044 | $2,781,756 |
| December 31, 2024 | 990 | $1,047,064 | $806,889 | $240,175 | $14,520,855 | $11,848,812 | $2,672,043 |
| December 31, 2023 | 990 | $923,143 | $676,834 | $246,309 | $14,438,828 | $12,006,960 | $2,431,868 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $787,148
- Investment income
- $231,482
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $322,949
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $10,790
Balance sheet and other
- Total assets, start of year
- $14,520,855
- Total assets, end of year
- $14,860,800
- Total liabilities, end of year
- $12,079,044
- Net assets, end of year
- $2,781,756
- Gross receipts
- $1,018,630
- Employees
- 0
- Volunteers
- 12
- Year formed
- 1936
- State of legal domicile
- KY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joe Hopkins | Board Chairman Officer | 0 | $0 |
| Xin Gu | Board Vice Chair Officer | 0 | $0 |
| Jennifer McClinton | Board Secretary Officer | 0 | $0 |
| Shane Burke | Board Member Officer | 0 | $0 |
| Brian Albanese | Board Member Officer | 0 | $0 |
| Tiffany Calvert | Board Member Officer | 0 | $0 |
| Andy Kim | Board Member Officer | 0 | $0 |
| Billy Kent | Board Member Officer | 0 | $0 |
| Erin Walter | Board President/CEO Key employee | 0 | $0 |
| Melissa Finley | Staff Key employee | 0 | $0 |
| Ana McVey | Staff Key employee | 0 | $0 |
| Michael Nelson | Board Member Key employee | 0 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joe Hopkins | Board Chairman Officer | 0 | $0 |
| Xin Gu | Board Vice Chair Officer | 0 | $0 |
| Jennifer McClinton | Board Secretary Officer | 0 | $0 |
| Shane Burke | Board Member Officer | 0 | $0 |
| Brian Albanese | Board Member Officer | 0 | $0 |
| Tiffany Calvert | Board Member Officer | 0 | $0 |
| Joe Watkins | Board Member Officer | 0 | $0 |
| Jason Bibelhauser | Board Member Officer | 0 | $0 |
| Mike Mulrooney | Board Member Officer | 0 | $0 |
| Erin Walter | Board President/CEO Key employee | 0 | $0 |
| Melissa Finley | Staff Key employee | 0 | $0 |
| Ana McVey | Staff Key employee | 0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joe Hopkins | Board Chairman Officer | 0 | $0 |
| Xin Gu | Board Vice Chair Officer | 0 | $0 |
| Jennifer McClinton | Board Secretary Officer | 0 | $0 |
| Shane Burke | Board Member Officer | 0 | $0 |
| Brian Albanese | Board Member Officer | 0 | $0 |
| Tiffany Calvert | Board Member Officer | 0 | $0 |
| Joe Watkins | Board Member Officer | 0 | $0 |
| Jason Bibelhauser | Board Member Officer | 0 | $0 |
| Mike Mulrooney | Board Member Officer | 0 | $0 |
| Erin Walter | Board President/CEO Key employee | 0 | $0 |
| Melissa Finley | Staff Key employee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 850 DIXIE HWY, LOUISVILLE, KY 40210-1038
- Principal officer (990 for 2025)
- Erin L Walter, 850 Dixie Highway, Louisville, KY 40210
- Signed the 990
- Erin L Walter, Manager/President
- Phone
- (502) 774-7003
- Website
- www.bfecu.com
Mission
Provide loans and savings to members
Program accomplishments
- Brown-Forman Employees Credit Union provides financial services to approximately 1,326 members within Brown-Forman Corporation.Expenses $908,917
- N/A
- N/A
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 61-0531597
- Tax-exempt status
- 501(c)(14): State-chartered credit union
- Exempt since
- 1985
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $14,860,800
- Income (IRS master file)
- $1,018,630
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,018,630 | $908,917 | $14,860,800 | IRS |
| 990 | December 2024 | $1,047,064 | $806,889 | $14,520,855 | XML |
| 990 | December 2023 | $923,143 | $676,834 | $14,438,828 | XML |
| 990 | December 2022 | $702,016 | $522,079 | $13,949,962 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-0531597).
Questions about BROWN FORMAN EMPLOYEES CREDIT UNION
- What is the EIN of BROWN FORMAN EMPLOYEES CREDIT UNION?
- The employer identification number (EIN) of BROWN FORMAN EMPLOYEES CREDIT UNION is 61-0531597.
- Is BROWN FORMAN EMPLOYEES CREDIT UNION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1985.
- Which annual return does BROWN FORMAN EMPLOYEES CREDIT UNION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BROWN FORMAN EMPLOYEES CREDIT UNION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BROWN FORMAN EMPLOYEES CREDIT UNION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of BROWN FORMAN EMPLOYEES CREDIT UNION?
- The 990 for the year ended December 31, 2025 names Erin L Walter.
- Who are the officers and directors of BROWN FORMAN EMPLOYEES CREDIT UNION?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does BROWN FORMAN EMPLOYEES CREDIT UNION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,018,630, expenses of $908,917 and total assets of $14,860,800 at year end.
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