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Nonprofit · EIN 63-0333902

LISTERHILL CREDIT UNION

Tax-exempt · SHEFFIELD, AL 35660

Financials

$82.1M$84.1M2023$93.2M$88.3M2024
Revenue Expenses · by fiscal year end
Financials of LISTERHILL CREDIT UNION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$93,185,326$88,295,758$4,889,568$1,415,804,272$1,319,378,943$96,425,329
December 31, 2023990$82,055,805$84,061,363-$2,005,558$1,402,871,969$1,319,817,765$83,054,204
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$61,249,358
Investment income
$9,495,932
Royalties
$273,736
Net gain from sales of assets
$24,244
Other revenue
$22,440,036

Expenses

Grants and similar amounts paid
$2,050
Compensation of officers, directors and key employees
$3,578,141
Other salaries and wages
$17,450,855
Salaries, compensation and benefits (total)
$27,961,557
Professional fundraising fees
$0
Legal fees
$176,678
Accounting fees
$332,265
Occupancy
$1,024,109
Travel
$176,683
Depreciation
$1,892,872

Balance sheet and other

Total assets, start of year
$1,402,871,969
Total assets, end of year
$1,415,804,272
Total liabilities, end of year
$1,319,378,943
Net assets, end of year
$96,425,329
Land, buildings and equipment
$34,099,492
Publicly traded securities
$81,425,888
Gross unrelated business income
$75,867
Gross receipts
$93,325,502
Employees
300
Volunteers
11
Year formed
1952
State of legal domicile
AL

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, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
BRAD GREENCEO/PRESIDENT
Officer
40$1,063,179$204,084
ANDREW CLARKSR. FINANCIAL ADVISOR
Highest-paid employee
40$417,470$103,199
CLAY MORGANCHIEF FINANCIAL STRATEGIS
Officer
40$347,510$92,632
ALANNA SULLIVANCHIEF OPERATIONS STRATEGIS
Officer
40$309,627$62,175
DARYL MCMINNCHIEF LENDING STRATEGIST
Officer
40$270,020$77,575
JEREMY TERRYCHIEF PEOPLE OFFICER
Officer
40$231,743$68,011
CARLA HARPERSVP ACCOUNTING
Officer
40$232,304$55,295
AMANDA WARRINERCHIEF LEGAL AND RISK STRAT
Officer
40$226,159$60,970
JOHNATHAN GRAYCHIEF INFORMATION AND TECH
Officer
40$230,283$46,571
ABIGAIL GADDYCHIEF STRATEGY OFFICER
Key employee
40$196,304$63,943
DEWAYNE F ECKLAVP COMMERCIAL LENDING
Highest-paid employee
40$209,391$49,098
MARK HIGHTOWERVP OF RETAIL
Highest-paid employee
40$153,210$55,046
STACY ALDRIDGEMORTGAGE LOAN OFFICER
Highest-paid employee
40$153,912$47,032
JEREMY WALTONAVP COMMERCIAL LENDING
Highest-paid employee
40$139,989$52,600
MARK MASSEYDIRECTOR
Trustee or director
1$0$0
6 more people on this return
NameTitleHours / weekCompensation
MARK LINDERCHAIRPERSON
Trustee or director
1$0
DAVID CRAIGVICE CHAIRPERSON
Trustee or director
1$0
ALEX GODWINSECRETARY/TREASURER
Trustee or director
1$0
KEVIN BUTTRUMDIRECTOR
Trustee or director
1$0
MICHELLE KELLEYDIRECTOR
Trustee or director
1$0
ANDRES TAPIADIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 22 people
NameTitleHours / weekCompensationOther / benefits
BRAD GREENCEO/PRESIDENT
Officer
40$631,883$136,572
ANDREW CLARKSR. FINANCIAL ADVISOR
Highest-paid employee
40$402,035$100,510
CLAY MORGANCHIEF FINANCIAL STRATEGIS
Officer
40$381,241$97,769
ALANNA SULLIVANCHIEF OPERATIONS STRATEGIST
Officer
40$331,307$66,163
DARYL MCMINNCHIEF LENDING STRATEGIST
Officer
40$279,503$77,558
SCOTT LOVELACECHIEF MARKET STRATEGIST
Officer
40$270,502$62,842
CARLA HARPERSVP ACCOUNTING
Officer
40$237,223$65,131
AMANDA WARRINERCHIEF LEGAL AND RISK STRATEGIST
Officer
40$238,719$57,459
DEWANE F ECKLAVP COMMERCIAL LENDING
Highest-paid employee
40$239,331$56,061
JEREMY TERRYCHIEF PEOPLE STRATEGIST
Officer
40$227,726$66,887
CASEY BRENT NEILLMORTGAGE LOAN OFFICER
Highest-paid employee
40$221,168$67,808
JOHNATHAN GRAYCHIEF INFORMATION AND TECHNOLOGY STRATEGI
Officer
40$239,277$48,263
JEREMY WALTONAVP COMMERCIAL LENDING
Highest-paid employee
40$198,882$63,955
ABIGAIL GADDYCHIEF STRATEGY OFFICER
Key employee
40$187,283$61,255
ROBERT MICHAELMARKET DEVELOPMENT PRESIDENT
Highest-paid employee
40$188,660$53,530
MARK LINDERCHAIRPERSON
Trustee or director
1$0$0
MARK MASSEYDIRECTOR
Trustee or director
1$0$0
KEVIN BUTTRUMDIRECTOR
Trustee or director
1$0$0
LARRY HESTERDIRECTOR
Trustee or director
1$0$0
ALEX GODWINSECRETARY/TREASURER
Trustee or director
1$0$0
BOB LITTLEVICE CHAIRPERSON
Trustee or director
1$0$0
DAVID CRAIGDIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
PO BOX 566, SHEFFIELD, AL 35660-0566
In care of
% BRAD GREEN
Mailing address (990-N for 2023)
2467 Cotton Gin Rd, Russellville AL 35653
Principal officer (990 for 2024)
BRAD GREEN, PO BOX 566, SHEFFIELD, AL 356600566
Principal officer (990-N for 2023)
Rebecca South, 2467 Cotton Gin Rd, Russellville AL 35653
Signed the 990
BRAD GREEN, CEO/PRESIDENT
Phone
(256) 383-9204
Return prepared by
BMSS LLC

Mission

LISTERHILL CREDIT UNION IS A MEMBER-OWNED FINANCIAL INSTITUTION WHOSE PURPOSE IS TO IMPROVE THE QUALITY OF LIFE FOR THE MEMBERSHIP BY PROVIDING COST EFFECTIVE SERVICES TO MEET THEIR FINANCIAL NEEDS WHILE MAINTAINING FINANCIAL SOUNDNESS AND PROMOTING THE CREDIT UNION PHILOSOPHY.

990 for the year ended December 31, 2024

Program accomplishments

  • 93,778 MEMBERS SERVED TO PROMOTE THRIFT OPPORTUNITIES AND LOW COST LOANS.

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, 2026Check at the IRS
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990-N on file

IRS record

EIN
63-0333902
Tax-exempt status
501(c)(14): State-chartered credit union
Donations deductible
No
Exempt since
1971
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,430,703,728
Income (IRS master file)
$100,655,727

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$93,185,326$88,295,758$1,415,804,272IRS
990-N for 2023
Officer: Rebecca South
December 31, 2023≤ $50,000 receipts––e-Postcard
990December 2023$82,055,805$84,061,363$1,402,871,969XML
990December 2022$65,807,803$57,533,814$1,315,891,880IRS
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 63-0333902).

Questions about LISTERHILL CREDIT UNION

What is the EIN of LISTERHILL CREDIT UNION?
The employer identification number (EIN) of LISTERHILL CREDIT UNION is 63-0333902.
Is LISTERHILL CREDIT UNION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1971.
Are donations to LISTERHILL CREDIT UNION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does LISTERHILL 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 LISTERHILL 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 LISTERHILL CREDIT UNION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of LISTERHILL CREDIT UNION?
The 990 for the year ended December 31, 2024 names BRAD GREEN.
Who are the officers and directors of LISTERHILL CREDIT UNION?
The 990 for the year ended December 31, 2024 lists 21 people; 14 received compensation from the organization, the highest $1,063,179 (BRAD GREEN, CEO/PRESIDENT).
How much revenue does LISTERHILL CREDIT UNION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $93,185,326, expenses of $88,295,758 and total assets of $1,415,804,272 at year end.

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