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Nonprofit · EIN 75-0973203

ASPIRE CREDIT UNION

Tax-exempt · LUFKIN, TX 75904

Financials

$2.2M$1.7M2023$2.6M$1.8M2024$2.7M$2M2025
Revenue Expenses · by fiscal year end
Financials of ASPIRE CREDIT UNION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$2,690,344$1,987,119$703,225$38,350,250$31,313,945$7,036,305
December 31, 2024990$2,597,117$1,838,197$758,920$37,079,736$30,710,589$6,369,147
December 31, 2023990$2,240,856$1,685,251$555,605$38,019,138$32,513,882$5,505,256
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,889
of which government grants
$2,889
Program service revenue
$2,687,455
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$147,101
Salaries, compensation and benefits (total)
$794,907
Professional fundraising fees
$0
Legal fees
$1,135
Accounting fees
$42,000
Occupancy
$109,255
Travel
$15,445
Depreciation
$56,896
Program services (functional)
$1,987,119

Balance sheet and other

Total assets, start of year
$37,079,736
Total assets, end of year
$38,350,250
Total liabilities, end of year
$31,313,945
Net assets, end of year
$7,036,305
Land, buildings and equipment
$1,069,028
Gross unrelated business income
$188,631
Gross receipts
$2,690,344
Employees
9
Volunteers
0
Year formed
1952
State of legal domicile
TX

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 / weekCompensation
CARLA DANIEL-KELLEYPRESIDENT
Officer
45$147,101
BILLY LUMPKINCHAIRMAN
Trustee or director, Officer
2.5$0
ROBERT DIXONSECRETARY
Trustee or director, Officer
2.5$0
CAROLYN COXDIRECTOR
Trustee or director
2.5$0
JILL BERRYTREASURER
Trustee or director, Officer
2.5$0
LYNN CHESSERVICE CHAIR
Trustee or director, Officer
2.5$0
STEPHEN GARRETTDIRECTOR
Trustee or director
2.5$0
GLENN HAMMONDDIRECTOR
Trustee or director
2.5$0
990 for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensation
CARLA DANIEL-KELLEYPRESIDENT
Officer
45$138,833
BILLY LUMPKINCHAIRMAN
Trustee or director, Officer
2.5$0
ROBERT DIXONSECRETARY
Trustee or director, Officer
2.5$0
JOHN IPPOLITODIRECTOR
Trustee or director
2.5$0
JILL BERRYTREASURER
Trustee or director, Officer
2.5$0
LYNN CHESSERVICE CHAIR
Trustee or director, Officer
2.5$0
STEPHEN GARRETTDIRECTOR
Trustee or director
2.5$0
GLENN HAMMONDDIRECTOR
Trustee or director
2.5$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
CARLA DANIEL-KELLEYPRESIDENT
Trustee or director, Officer
45$132,694
BILLY LUMPKINCHAIRMAN
Trustee or director, Officer
2.5$0
LYNN CHESSERVICE CHAIR
Trustee or director, Officer
2.5$0
ROBERT DIXONSECRETARY
Trustee or director, Officer
2.5$0
JILL BERRYTREASURER
Trustee or director, Officer
2.5$0
GLENN HAMMONDDIRECTOR
Trustee or director
2.5$0
CAROLYN COXDIRECTOR
Trustee or director
2.5$0
DELANA HENDRICKDIRECTOR
Trustee or director
2.5$0

Address and contacts

Address (IRS master file)
900 PERSHING AVE, LUFKIN, TX 75904-3743
Principal officer (990 for 2025)
CARLA DANIEL-KELLEY, 900 PERSHING, LUFKIN, TX 75904
Signed the 990
CARLA DANIEL-KELLEY, PRESIDENT
Phone
(936) 632-7691
Return prepared by
CRI ADVISORS LLC

Mission

NONE

990 for the year ended December 31, 2025

Program accomplishments

  • PROVIDING FINANCIAL SERVICES TO MEMBERS
    Expenses $1,987,119

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
75-0973203
Tax-exempt status
501(c)(14): State-chartered credit union
Donations deductible
No
Exempt since
1976
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$37,079,736
Income (IRS master file)
$2,597,117

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$2,690,344$1,987,119$38,350,250XML
990December 2024$2,597,117$1,838,197$37,079,736IRS
990December 2023$2,240,856$1,685,251$38,019,138XML
990December 2022$1,843,574$1,517,222$38,720,902IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––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 75-0973203).

Questions about ASPIRE CREDIT UNION

What is the EIN of ASPIRE CREDIT UNION?
The employer identification number (EIN) of ASPIRE CREDIT UNION is 75-0973203.
Is ASPIRE CREDIT UNION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1976.
Are donations to ASPIRE CREDIT UNION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ASPIRE 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 ASPIRE 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 ASPIRE 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 ASPIRE CREDIT UNION?
The 990 for the year ended December 31, 2025 names CARLA DANIEL-KELLEY.
Who are the officers and directors of ASPIRE CREDIT UNION?
The 990 for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $147,101 (CARLA DANIEL-KELLEY, PRESIDENT).
How much revenue does ASPIRE CREDIT UNION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $2,690,344, expenses of $1,987,119 and total assets of $38,350,250 at year end.

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