Nonprofit · EIN 62-0263105
KNOXVILLE TVA EMPLOYEES CREDIT UNIO
Tax-exempt · KNOXVILLE, TN 37902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $331,431,202 | $248,511,773 | $82,919,429 | $5,136,306,928 | $4,590,966,349 | $545,340,579 |
| December 31, 2024 | 990 | $296,934,710 | $232,253,676 | $64,681,034 | $4,620,066,214 | $4,159,544,327 | $460,521,887 |
| December 31, 2023 | 990 | $239,882,904 | $177,582,390 | $62,300,514 | $4,299,355,639 | $3,904,801,580 | $394,554,059 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $331,431,202
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $99,455,748
- Compensation of officers, directors and key employees
- $5,864,611
- Other salaries and wages
- $39,940,443
- Salaries, compensation and benefits (total)
- $66,519,411
- Professional fundraising fees
- $0
- Occupancy
- $4,015,747
- Program services (functional)
- $248,511,773
Balance sheet and other
- Total assets, start of year
- $4,620,066,214
- Total assets, end of year
- $5,136,306,928
- Total liabilities, end of year
- $4,590,966,349
- Net assets, end of year
- $545,340,579
- Land, buildings and equipment
- $92,352,793
- Gross receipts
- $331,431,202
- Employees
- 756
- Volunteers
- 15
- Year formed
- 1934
- 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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LYNN SUMMERS | PRESIDENT & CHIEF EXECUTIVE OFFICER Highest-paid employee | 40 | $1,012,290 | $27,453 |
| KIMBERLEY TRIMBLE | EVP & CHIEF ADMINISTRATIVE OFFICER Highest-paid employee | 40 | $458,928 | $28,417 |
| SHANNON YORK | SR VP & CHIEF FINANCIAL OFFICER Highest-paid employee | 40 | $454,636 | $32,547 |
| REBECCA KOLLENBERG | SR VP & CHIEF SUPPORT OFFICER Highest-paid employee | 40 | $397,813 | $26,626 |
| JEFF COTTON | VP & CHIEF INFORMATION OFFICER Highest-paid employee | 40 | $342,904 | $24,759 |
| RUSTY ARWOOD | VP BUSINESS SERVICES Key employee | 40 | $245,480 | $28,699 |
| DENISE ODELL | VP OF ELECTRONIC SERVICES Key employee | 40 | $246,649 | $27,105 |
| TRACY NICHOLS | VP & CONTROLLER Key employee | 40 | $241,384 | $27,959 |
| PAMELA WESTON | VP & CHIEF TECHNOLOGY OFFICER Key employee | 40 | $233,966 | $21,753 |
| KEITH TURNER | AVP OF IT OPERATIONS Key employee | 40 | $209,931 | $25,980 |
| DAVID D LEE | VP OF CONSUMER LENDING Key employee | 40 | $188,098 | $20,770 |
| KIMBERLY ELKINS | VP OF INTERNAL AUDIT Key employee | 40 | $186,995 | $20,688 |
| MARK JENKINS | VP OF RISK MANAGEMENT & COMPLIANCE Key employee | 40 | $186,999 | $20,567 |
| CHARLOTTE HAVELY | VP OF MARKETING Key employee | 40 | $174,957 | $26,725 |
| ELIZABETH DUNN | VP OF BRANCH OPERATIONS Key employee | 40 | $174,265 | $26,515 |
16 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KENDRA CARPENTER | VP REAL ESTATE LENDING Key employee | 40 | $169,122 | $26,547 |
| DEREK S PHILLIPS | AVP OF BUSINESS SERVICES Key employee | 40 | $167,345 | $26,381 |
| MICHAEL W JESSIE | IT INFRASTRUCTURE MANAGER Key employee | 40 | $149,558 | $29,884 |
| ALICIA MCAULEY | SUPPORT SERVICES DIRECTOR Key employee | 40 | $147,438 | $29,623 |
| BRIAN OWENS | SYSTEM ADMINISTRATOR Key employee | 40 | $148,902 | $25,177 |
| DAWN MOSTEIT | VP OF TALENT MANAGEMENT Key employee | 40 | $115,744 | $2,231 |
| MICKA VADEN | VP OF BRANCH OPERATIONS Former | 0 | $96,921 | $8,166 |
| MITCHELL WEAVER | ASSISTANT CHAIRPERSON Trustee or director | 10 | $22,590 | $0 |
| BILL BONHAM | TREASURER Trustee or director | 6 | $22,590 | $0 |
| SHERRY VERMILLION | SECRETARY Trustee or director | 7 | $22,590 | $0 |
| HOWARD ROSSER | BOARD MEMBER Trustee or director | 5 | $15,506 | $0 |
| JAN CABLE | ASSISTANT SECRETARY Trustee or director | 13 | $15,505 | $0 |
| TIM HAYNES | ASSISTANT TREASURER Trustee or director | 8 | $15,505 | $0 |
| ANDREA E BRACKETT | CHAIRPERSON Trustee or director | 0 | $0 | $0 |
| PAUL IVIE | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| CLESTON O JONES | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
990 for the year ended December 31, 2024: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LYNN SUMMERS | PRESIDENTCEO Highest-paid employee | 40 | $639,141 | $19,490 |
| SHANNON YORK | SENIOR VPCFO Highest-paid employee | 40 | $434,103 | $28,752 |
| KIMBERLEY TRIMBLE | SENIOR VPCPO Highest-paid employee | 40 | $380,276 | $22,287 |
| REBECCA KOLLENBERG | SENIOR VPCSO Highest-paid employee | 40 | $379,832 | $22,184 |
| JEFF COTTON | CIO Highest-paid employee | 40 | $309,012 | $20,238 |
| RUSTY ARWOOD | VP BUSINESS SERVICES Key employee | 40 | $230,535 | $23,097 |
| MICKA VADEN | VP BRANCH OPERATIONS Key employee | 40 | $225,882 | $21,470 |
| DENISE ODELL | VP ELECTRONIC SERVICES Key employee | 40 | $221,526 | $22,056 |
| ESTATE OF GLENN SILER | FORMER CEO Former | 0 | $241,107 | $0 |
| TRACY NICHOLS | VPCONTROLLER Key employee | 40 | $215,280 | $22,489 |
| PAMELA WESTON | CTO Key employee | 40 | $197,921 | $17,238 |
| KEITH TURNER | AVP IT OPERATIONS Key employee | 40 | $190,200 | $20,549 |
| KIMBERLY ELKINS | VP INTERNAL AUDIT Key employee | 40 | $175,183 | $20,093 |
| MARK JENKINS | VP COMPLIANCE & RISK MANAGEMENT Key employee | 40 | $178,045 | $16,625 |
| DARREN LEE | VP CONSUMER LENDING Key employee | 40 | $174,796 | $16,531 |
| KENDRA CARPENTER | VP REAL ESTATE LENDING Key employee | 40 | $160,264 | $21,222 |
| CHARLOTTE HAVELY | VP MARKETING Key employee | 40 | $159,633 | $21,193 |
| MITCHELL WEAVER | TREASURER Trustee or director | 8 | $17,295 | $0 |
| BILL BONHAM | BOARD MEMBER Trustee or director | 8 | $17,295 | $0 |
| SHERRY VERMILLION | BOARD MEMBER Trustee or director | 8 | $17,295 | $0 |
| ANDREA E BRACKETT | VICE CHAIRPERSON Trustee or director | 0 | $0 | $0 |
| PAUL IVIE | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| CLESTON O JONES | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| STEVE HILLENBRAND | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| TOM HEFFERNAN | CHAIRPERSON Trustee or director | 0 | $0 | $0 |
| HOWARD ROSSER | SECRETARY Trustee or director | 0 | $0 | $0 |
990 for the year ended December 31, 2023: 49 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GLENN SILER | PRESIDENTCEO Former | 40 | $780,159 | $22,506 |
| LYNN SUMMERS | PRESIDENTCEO Highest-paid employee | 40 | $566,854 | $20,669 |
| SHANNON YORK | SENIOR VPCFO Highest-paid employee | 40 | $418,867 | $20,333 |
| REBECCA KOLLENBERG | SENIOR VPCSO Highest-paid employee | 40 | $366,405 | $21,755 |
| KIMBERLEY TRIMBLE | SENIOR VPCPO Highest-paid employee | 40 | $342,258 | $21,155 |
| JEFF COTTON | CIO Highest-paid employee | 40 | $291,632 | $24,723 |
| MICKA VADEN | VP BRANCH OPERATIONS Key employee | 40 | $218,313 | $21,556 |
| DENISE ODELL | VP ELECTRONIC SERVICES Key employee | 40 | $215,999 | $22,243 |
| RUSTY ARWOOD | VP BUSINESS SERVICES Key employee | 40 | $213,390 | $22,578 |
| TRACY NICHOLS | VPCONTROLLER Key employee | 40 | $202,753 | $22,340 |
| DALE BROOME | VP REAL ESTATE LENDING Former | 40 | $194,002 | $15,807 |
| PAMELA WESTON | CTO Key employee | 40 | $179,530 | $16,678 |
| KEITH TURNER | AVP IT OPERATIONS Key employee | 40 | $165,463 | $20,556 |
| KIMBERLY ELKINS | VP INTERNAL AUDIT Key employee | 40 | $161,676 | $16,124 |
| CHARLOTTE HAVELY | VP MARKETING Key employee | 40 | $155,611 | $21,044 |
| MARK JENKINS | VP COMPLIANCE & RISK MANAGEME Key employee | 40 | $158,274 | $16,039 |
| DARREN LEE | VP CONSUMER LENDING Key employee | 40 | $152,316 | $15,887 |
| ELIZABETH DUNN | AVP BRANCH OPERATIONS Key employee | 40 | $137,000 | $20,511 |
| BRIAN OWENS | SYSTEM ADMINISTRATOR Key employee | 40 | $133,148 | $20,390 |
| ALICIA MCAULEY | SUPPORT SERVICES DIRECTOR Key employee | 40 | $132,568 | $19,731 |
| JOSEPH JANCO | NETWORK ENGINEER III Key employee | 40 | $129,778 | $16,692 |
| LISA MCDANIEL | AVP INDIRECT LENDING Key employee | 40 | $126,379 | $15,184 |
| MICHAEL JESSIE | IT INFRASTRUCTURE MANAGER Key employee | 40 | $117,654 | $19,999 |
| DEREK S PHILLIPS | BUSINESS SERVICES MANAGER Key employee | 40 | $117,362 | $19,923 |
| KENDRA CARPENTER | VP REAL ESTATE LENDING Key employee | 40 | $116,947 | $17,372 |
| MELINDA REAGAN | SYSTEM ADMINISTRATOR Key employee | 40 | $113,627 | $19,852 |
| DONNA R LEWIS | SR REAL ESTATE LENDING LOAN O Key employee | 40 | $122,412 | $10,557 |
| DEBBIE HURST | AVP ELECTRONIC SERVICES Key employee | 40 | $117,749 | $14,944 |
| KIMBERLY LEWIS | BRANCH MANAGER Key employee | 40 | $115,576 | $14,832 |
| JESSICA EMBREY | REAL ESTATE LENDING UNDERWRIT Key employee | 40 | $110,363 | $18,206 |
| MANDI HILL | REGIONAL BRANCH MANAGER Key employee | 40 | $108,092 | $18,174 |
| BRANDY JONES | CONTACT CENTER MANAGER-MEMBER Key employee | 40 | $107,107 | $19,002 |
| JENSEN CORNELIUS | SECURITY SAFETY SUPPLIES DI Key employee | 40 | $103,553 | $19,539 |
| TAMMY COMBS | REGIONAL BRANCH MANAGER Key employee | 40 | $107,547 | $14,658 |
| BRANDY GREGG | SR REAL ESTATE LENDING LOAN O Key employee | 40 | $101,085 | $19,506 |
| PAM SZYMANSKI | COLLECTIONS MANAGER Key employee | 40 | $109,993 | $10,240 |
| ALLISON HOLT | REAL ESTATE LENDING UNDERWRIT Key employee | 40 | $100,086 | $19,495 |
| THOMAS BALL JR | REAL ESTATE LENDING UNDERWRIT Key employee | 40 | $107,568 | $10,177 |
| MONICA DUPREE | HR DIRECTOR Key employee | 40 | $102,663 | $14,529 |
| JUSTIN WAMPLER | ACCOUNTING MANAGER Key employee | 40 | $100,492 | $14,432 |
| JOHN HADDEN | COMMERCIAL LENDERUNDERWRITER Key employee | 40 | $103,796 | $9,669 |
| TOM HEFFERNAN | CHAIRPERSON Trustee or director | 0 | $0 | $0 |
| ANDREA E BRACKETT | VICE CHAIRPERSON Trustee or director | 0 | $0 | $0 |
| MITCHELL WEAVER | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| HOWARD ROSSER | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| PAUL IVIE | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| STEVE HILLENBRAND | TREASURER Trustee or director | 0 | $0 | $0 |
| JANE PIPKIN | SECRETARY Trustee or director | 0 | $0 | $0 |
| CLESTON O JONES | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 301 WALL AVE, KNOXVILLE, TN 37902-1407
- In care of
- % KIM COPELAN
- Signed the 990
- LYNN SUMMERS, PRESIDENTCEO
- Phone
- (865) 544-5400
- Website
- WWW.TVACREDITUNION.COM
- Return prepared by
- Peters and Associates
Mission
STATE CHARTERED CREDIT UNION MUTUALLY OWNED BY OUR 303,836 MEMBERS, TO PROMOTE THRIFT, ISSUE SHARES THAT MAINTAIN ACCOUNTS AND MAKE LOANS TO OUR MEMBERS. FUNDS NOT NEEDED FOR LIQUIDITY OR FOR LOANS ARE TEMPORARILY INVESTED.
Program accomplishments
- STATE CHARTERED CREDIT UNION MUTUALLY OWNED BY OUR 303,836 MEMBERS, TO PROMOTE THRIFT, ISSUE SHARES, AND MAINTAIN ACCOUNTS AND MAKE LOANS TO OUR MEMBERS. FUNDS NOT NEEDED FOR LIQUIDITY OR FOR LOANS ARE TEMPORARILY INVESTED. ALL OF OUR REVENUES AND EXPENSES ARE RELATED TO THIS PURPOSE.Expenses $248,511,773 · revenue $331,431,202
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
- 62-0263105
- 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
- Group exemption
- 1182: CREDIT UNIONS CHARTERED IN THE STATE OF TENNESSEE
- Assets (IRS master file)
- $5,136,306,928
- Income (IRS master file)
- $331,431,202
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $331,431,202 | $248,511,773 | $5,136,306,928 | IRS |
| 990 | December 2024 | $296,934,710 | $232,253,676 | $4,620,066,214 | IRS |
| 990 | December 2023 | $239,882,904 | $177,582,390 | $4,299,355,639 | XML |
| 990 | December 2022 | $170,977,094 | $120,354,450 | $3,843,283,171 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 62-0263105).
Questions about KNOXVILLE TVA EMPLOYEES CREDIT UNIO
- What is the EIN of KNOXVILLE TVA EMPLOYEES CREDIT UNIO?
- The employer identification number (EIN) of KNOXVILLE TVA EMPLOYEES CREDIT UNIO is 62-0263105.
- Is KNOXVILLE TVA EMPLOYEES CREDIT UNIO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1952.
- Are donations to KNOXVILLE TVA EMPLOYEES CREDIT UNIO tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does KNOXVILLE TVA EMPLOYEES CREDIT UNIO 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 KNOXVILLE TVA EMPLOYEES CREDIT UNIO 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 KNOXVILLE TVA EMPLOYEES CREDIT UNIO last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of KNOXVILLE TVA EMPLOYEES CREDIT UNIO?
- The 990 for the year ended December 31, 2025 lists 31 people; 28 received compensation from the organization, the highest $1,012,290 (LYNN SUMMERS, PRESIDENT & CHIEF EXECUTIVE OFFICER).
- How much revenue does KNOXVILLE TVA EMPLOYEES CREDIT UNIO have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $331,431,202, expenses of $248,511,773 and total assets of $5,136,306,928 at year end.
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