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Nonprofit · EIN 62-6118790

CREDIT UNION FOR ROBERTSON COUNTY

Tax-exempt · SPRINGFIELD, TN 37172

Financials

$6.3M$5.3M2023$6.6M$6.2M2024$6.8M$6.1M2025
Revenue Expenses · by fiscal year end
Financials of CREDIT UNION FOR ROBERTSON COUNTY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$6,762,060$6,115,914$646,146$83,568,581$72,874,852$10,693,729
December 31, 2024990$6,625,117$6,194,426$430,691$83,892,720$73,845,136$10,047,584
December 31, 2023990$6,256,723$5,280,015$976,708$82,577,595$72,960,703$9,616,892
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$5,244,220
Investment income
$751,880
Other revenue
$765,960

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$2,424,485
Salaries, compensation and benefits (total)
$2,888,615
Professional fundraising fees
$0
Occupancy
$986,856
Management and general (functional)
$6,115,914

Balance sheet and other

Total assets, start of year
$83,892,720
Total assets, end of year
$83,568,581
Total liabilities, end of year
$72,874,852
Net assets, end of year
$10,693,729
Land, buildings and equipment
$3,287,153
Gross receipts
$6,762,060
Employees
59
Volunteers
6
Year formed
1991
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
PEGGY MORELANDLOAN OFFICER
Officer
40$108,019$104,143
BRENDA BELLARPRES/CEO/TRE
Trustee or director, Officer
40$138,216$26,057
SHANNON PLUNKETTVP IT AND MA
Officer
40$101,607$6,431
SAMANTHA WHITBYCONTROLLER
Officer
40$98,447$7,011
TERESA LABORGBOD CHAIR/SC
Trustee or director, Officer
1$0$0
MARILYN WORSHAMVICE CHAIR/P
Trustee or director
1$0$0
WANDA MASONBOARD SECRET
Trustee or director
1$0$0
RHEA ANN PENDLEYBOARD MEM/SC
Trustee or director, Officer
1$0$0
MARK REIDBOARD MEMBER
Trustee or director
1$0$0
BAYARD SHELTONBOARD MEMBER
Trustee or director
1$0$0
990 for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensationOther / benefits
BRENDA BELLARPRES/CEO/TRE
Trustee or director, Officer
40$117,023$28,396
SHANNON PLUNKETTVP OF FINANC
Officer
40$91,708$1,120
TERESA LABORGBOD CHAIR/SC
Trustee or director, Officer
1$0$0
MARILYN WORSHAMVICE CHAIR/P
Trustee or director
1$0$0
WANDA MASONBOARD SECRET
Trustee or director
1$0$0
RHEA ANN PENDLEYBOARD MEM/SC
Trustee or director, Officer
1$0$0
MARK REIDBOARD MEMBER
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensationOther / benefits
BRENDA BELLARPRES/CEO/TRE
Trustee or director, Officer
40$101,589$22,316
SHANNON PLUNKETTVP OF FINANC
Officer
40$86,148$594
TERESA LABORGBOD CHAIR/SC
Trustee or director, Officer
1$0$0
MARILYN WORSHAMVICE CHAIR/P
Trustee or director
1$0$0
WANDA MASONBOARD SECRET
Trustee or director, Officer
1$0$0
RHEA ANN PENDLEYBOARD MEM/SC
Trustee or director, Officer
1$0$0
MARK REIDBOARD MEMBER
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
3564 TOM AUSTIN HWY, SPRINGFIELD, TN 37172-3928
In care of
% SAMANTHA WHITBY
Principal officer (990 for 2025)
BRENDA BELLAR, 3564 TOM AUSTIN HWY, SPRINGFIELD, TN 37172
Signed the 990
BRENDA BELLAR, PRES/CEO/TRES OF BOD
Phone
(615) 382-8255
Return prepared by
CREDIT UNION AUDIT GROUP

Mission

CREDIT UNION - TO PROVIDE SERVICES FOR APPROXIMATELY 9,520 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 $5,387,620
  • THE CREDIT UNION PROVIDED A VARIETY OF DEPOSIT SERVICES FOR ITS MEMBERS.
    Expenses $728,294

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
62-6118790
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)
$83,568,581
Income (IRS master file)
$6,762,060

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$6,762,060$6,115,914$83,568,581XML
990December 2024$6,625,117$6,194,426$83,892,720XML
990December 2023$6,256,723$5,280,015$82,577,595XML
990December 2022$5,294,390$4,239,785$86,365,962IRS
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 62-6118790).

Questions about CREDIT UNION FOR ROBERTSON COUNTY

What is the EIN of CREDIT UNION FOR ROBERTSON COUNTY?
The employer identification number (EIN) of CREDIT UNION FOR ROBERTSON COUNTY is 62-6118790.
Is CREDIT UNION FOR ROBERTSON COUNTY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1952.
Are donations to CREDIT UNION FOR ROBERTSON COUNTY tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CREDIT UNION FOR ROBERTSON COUNTY 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 CREDIT UNION FOR ROBERTSON COUNTY 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 CREDIT UNION FOR ROBERTSON COUNTY 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 CREDIT UNION FOR ROBERTSON COUNTY?
The 990 for the year ended December 31, 2025 names BRENDA BELLAR.
Who are the officers and directors of CREDIT UNION FOR ROBERTSON COUNTY?
The 990 for the year ended December 31, 2025 lists 10 people; 4 received compensation from the organization, the highest $108,019 (PEGGY MORELAND, LOAN OFFICER).
How much revenue does CREDIT UNION FOR ROBERTSON COUNTY have?
On its 990 for the year ended December 31, 2025 it reported revenue of $6,762,060, expenses of $6,115,914 and total assets of $83,568,581 at year end.

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