Nonprofit · EIN 61-0606766
BEACON COMMUNITY CREDIT UNION
Tax-exempt · LOUISVILLE, KY 40214
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,594,025 | $4,180,621 | $413,404 | $68,018,541 | $59,436,054 | $8,582,487 |
| December 31, 2024 | 990 | $4,645,814 | $4,288,089 | $357,725 | $68,954,176 | $61,070,964 | $7,883,212 |
| December 31, 2023 | 990 | $4,229,606 | $4,250,727 | -$21,121 | $74,782,051 | $67,363,884 | $7,418,167 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,925,603
- Investment income
- $668,422
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $163,423
- Other salaries and wages
- $1,103,054
- Salaries, compensation and benefits (total)
- $1,500,060
- Professional fundraising fees
- $0
- Accounting fees
- $38,672
- Occupancy
- $144,862
- Depreciation
- $200,783
- Program services (functional)
- $3,533,069
- Management and general (functional)
- $647,552
Balance sheet and other
- Total assets, start of year
- $68,954,176
- Total assets, end of year
- $68,018,541
- Total liabilities, end of year
- $59,436,054
- Net assets, end of year
- $8,582,487
- Land, buildings and equipment
- $5,476,442
- Gross unrelated business income
- $12,065
- Gross receipts
- $4,594,025
- Employees
- 41
- Volunteers
- 16
- Year formed
- 1947
- 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 | Other / benefits |
|---|---|---|---|---|
| Penny Haseker | Chief Executive Officer Key employee, Highest-paid employee | 40 | $163,423 | $36,800 |
| Raymond Jacobi | Chairman of Board Trustee or director | 2 | $0 | $0 |
| Ken Jinks | Vice Chairman of Board Trustee or director | 2 | $0 | $0 |
| Robert Weiter | Treasurer of Board Trustee or director | 2 | $0 | $0 |
| Debbie Braun | Secretary of Board Trustee or director | 2 | $0 | $0 |
| James Cissell | Director Trustee or director | 2 | $0 | $0 |
| Elizabeth Feger-Garr | Director Trustee or director | 2 | $0 | $0 |
| David Shuff | Director Trustee or director | 2 | $0 | $0 |
| Michael Lally | Director Trustee or director | 2 | $0 | $0 |
| George Wacker | Director Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Penny Haseker | Chief Executive Officer Key employee, Highest-paid employee | 40 | $280,229 | $42,200 |
| Danny Howell | Vice President of Lending Key employee | 40 | $140,722 | $17,600 |
| Raymond Jacobi | Chairman of Board Trustee or director | 2 | $0 | $0 |
| Ken Jinks | Vice Chairman of Board Trustee or director | 2 | $0 | $0 |
| Robert Weiter | Treasurer of Board Trustee or director | 2 | $0 | $0 |
| Debbie Braun | Secretary of Board Trustee or director | 2 | $0 | $0 |
| James Cissell | Director Trustee or director | 2 | $0 | $0 |
| Elizabeth Feger-Garr | Director Trustee or director | 2 | $0 | $0 |
| David Shuff | Director Trustee or director | 2 | $0 | $0 |
| Michael Lally | Director Trustee or director | 2 | $0 | $0 |
| George Wacker | Director Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Penny Haseker | Chief Executive Officer Key employee, Highest-paid employee | 40 | $142,229 | $36,000 |
| Raymond Jacobi | Chairman of Board Trustee or director | 2 | $0 | $0 |
| Ken Jinks | Vice Chairman of Board Trustee or director | 2 | $0 | $0 |
| Robert Weiter | Treasurer of Board Trustee or director | 2 | $0 | $0 |
| Debbie Braun | Secretary of Board Trustee or director | 2 | $0 | $0 |
| James Cissell | Director Trustee or director | 2 | $0 | $0 |
| Elizabeth Feger-Garr | Director Trustee or director | 2 | $0 | $0 |
| David Shuff | Director Trustee or director | 2 | $0 | $0 |
| Michael Lally | Director Trustee or director | 2 | $0 | $0 |
| George Wacker | Director Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7910 NATIONAL TPKE, LOUISVILLE, KY 40214-4904
- In care of
- % PENNY HASEKER
- Principal officer (990 for 2025)
- Penny Haseker, 7910 National Turnpike, Lousiville, KY 40214
- Signed the 990
- Penny Haseker, Chief Executive Officer
- Phone
- (502) 366-6022
- Website
- www.beaconccu.org
- Return prepared by
- Schmidt & Associates
Mission
Provide affordable financial services with a commitment to excellence.
Program accomplishments
- The organization is a state chartered member owned cooperative credit union that provides financial products and services to the member owners.Expenses $3,533,069 · revenue $4,581,960
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
- 61-0606766
- Tax-exempt status
- 501(c)(14): State-chartered credit union
- Donations deductible
- No
- Exempt since
- 1948
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $68,018,541
- Income (IRS master file)
- $4,594,025
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $4,594,025 | $4,180,621 | $68,018,541 | IRS |
| 990 | December 2024 | $4,645,814 | $4,288,089 | $68,954,176 | IRS |
| 990 | December 2023 | $4,229,606 | $4,250,727 | $74,782,051 | XML |
| 990 | December 2022 | $3,993,134 | $3,764,453 | $77,029,412 | 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 61-0606766).
Questions about BEACON COMMUNITY CREDIT UNION
- What is the EIN of BEACON COMMUNITY CREDIT UNION?
- The employer identification number (EIN) of BEACON COMMUNITY CREDIT UNION is 61-0606766.
- Is BEACON COMMUNITY CREDIT UNION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1948.
- Are donations to BEACON COMMUNITY CREDIT UNION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BEACON COMMUNITY 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 BEACON COMMUNITY 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 BEACON COMMUNITY 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 BEACON COMMUNITY CREDIT UNION?
- The 990 for the year ended December 31, 2025 names Penny Haseker.
- Who are the officers and directors of BEACON COMMUNITY CREDIT UNION?
- The 990 for the year ended December 31, 2025 lists 10 people; 1 received compensation from the organization, the highest $163,423 (Penny Haseker, Chief Executive Officer).
- How much revenue does BEACON COMMUNITY CREDIT UNION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,594,025, expenses of $4,180,621 and total assets of $68,018,541 at year end.
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