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Nonprofit · EIN 62-0328550

PATRIOT EQUITY CREDIT UNION

Tax-exempt · JACKSON, TN 38305

Financials

$2.6M$2.4M2023$2.6M$3.2M2024$2.2M$2.3M2025
Revenue Expenses · by fiscal year end
Financials of PATRIOT EQUITY CREDIT UNION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$2,247,304$2,318,572-$71,268$34,093,465$30,544,120$3,549,345
December 31, 2024990$2,580,294$3,179,384-$599,090$37,521,188$33,900,574$3,620,614
December 31, 2023990$2,566,656$2,413,674$152,982$40,959,973$36,740,269$4,219,704
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,713,705
Investment income
$421,702
Other revenue
$111,897

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$525,014
Salaries, compensation and benefits (total)
$308,473
Professional fundraising fees
$0
Occupancy
$100,331
Management and general (functional)
$2,318,572

Balance sheet and other

Total assets, start of year
$37,521,188
Total assets, end of year
$34,093,465
Total liabilities, end of year
$30,544,120
Net assets, end of year
$3,549,345
Land, buildings and equipment
$1,929,868
Gross receipts
$2,247,304
Employees
14
Volunteers
6
Year formed
1929
State of legal domicile
TN

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.

NameTitleHours / weekCompensationOther / benefits
JASON ROSSFORMER CEO
Former
40$138,295$9,692
STEPHANIE STALLINGSINTERIM CEO
Officer
40$84,517$2,565
DANNY CROSSETTBOARD MEMBER
Trustee or director
1$0$0
MATTHEW DENTONBOARD PRESID
Trustee or director
1$0$0
WILL KINGBOARD TREASU
Trustee or director
1$0$0
JANINE DUNLAPBOARD VICE P
Trustee or director
1$0$0
BRAD DENTONBOARD MEMBER
Trustee or director
1$0$0
AMY MORRISBOARD MEMBER
Trustee or director
1$0$0
990 for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensation
FARA HALLCEO
Officer
40$98,243
DANNY CROSSETTBOARD PRESIDENT
Trustee or director
1$0
MATTHEW DENTONBOARD VICE PRESIDENT
Trustee or director
1$0
WILL KINGBOARD TREASURER
Trustee or director
1$0
JANINE DUNLAPBOARD SECRETARY
Trustee or director
1$0
BRAD DENTONBOARD MEMBER
Trustee or director
1$0
ANGELA SNIDERBOARD MEMBER
Trustee or director
1$0
AMY MORRISBOARD MEMBER
Trustee or director
1$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensationOther / benefits
FARA HALLCEO
Officer
40$104,451$4,726
DANNY CROSSETTBOARD PRESID
Trustee or director
1$0$0
MATTHEW DENTONBOARD VICE P
Trustee or director
1$0$0
WILL KINGBOARD TREASU
Trustee or director
1$0$0
JANINE DUNLAPBOARD SECRET
Trustee or director
1$0$0
BRAD DENTONBOARD MEMBER
Trustee or director
1$0$0
ANGELA SNIDERBOARD MEMBER
Trustee or director
1$0$0
AMY MORRISBOARD MEMBER
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
1450 UNION UNIVERSITY DR, JACKSON, TN 38305-0001
In care of
% FARA HALL
Principal officer (990 for 2025)
STEPHANIE STALLINGS, 1450 UNION UNIVERSITY DRIVE, JACKSON, TN 38305
Signed the 990
STEPHANIE STALLINGS, INTERIM CEO
Phone
(731) 668-1155
Return prepared by
CREDIT UNION AUDIT GROUP

Mission

CREDIT UNION - TO PROVIDE SERVICES FOR APPROXIMATELY 2,126 MEMBERS IN THE FORM OF LOANS, SAVINGS, AND OTHER FINANCIAL SERVICES.

990 for the year ended December 31, 2025

Program accomplishments

  • THE CREDIT UNION PROVIDED A VARIETY OF LOAN SERVICES FOR ITS MEMBERS.
    Expenses $1,736,162
  • THE CREDIT UNION PROVIDED A VARIETY OF DEPOSIT SERVICES FOR ITS MEMBERS.
    Expenses $582,410

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
62-0328550
Tax-exempt status
501(c)(14): State-chartered credit union
Donations deductible
No
Exempt since
1952
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$34,093,465
Income (IRS master file)
$2,247,304

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$2,247,304$2,318,572$34,093,465XML
990December 2024$2,580,294$3,179,384$37,521,188XML
990December 2023$2,566,656$2,413,674$40,959,973XML
990December 2022$1,990,607$1,607,758$38,255,500IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 62-0328550).

Questions about PATRIOT EQUITY CREDIT UNION

What is the EIN of PATRIOT EQUITY CREDIT UNION?
The employer identification number (EIN) of PATRIOT EQUITY CREDIT UNION is 62-0328550.
Is PATRIOT EQUITY CREDIT UNION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1952.
Are donations to PATRIOT EQUITY CREDIT UNION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PATRIOT EQUITY 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 PATRIOT EQUITY 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 PATRIOT EQUITY 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 PATRIOT EQUITY CREDIT UNION?
The 990 for the year ended December 31, 2025 names STEPHANIE STALLINGS.
Who are the officers and directors of PATRIOT EQUITY CREDIT UNION?
The 990 for the year ended December 31, 2025 lists 8 people; 2 received compensation from the organization, the highest $138,295 (JASON ROSS, FORMER CEO).
How much revenue does PATRIOT EQUITY CREDIT UNION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $2,247,304, expenses of $2,318,572 and total assets of $34,093,465 at year end.

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