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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Southeast Financial Credit Union

Southeast Financial Credit Union

Fiscal year ending 2024. Filed on November 14, 2025.

220 South Royal Oaks Blvd
Franklin, Tennessee 37064

Southeast Financial Credit Union (EIN: 62-0382058) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2024 IRS Form 990 filing, Southeast Financial Credit Union, a 501(c)(14) state-chartered credit union or mutual reserve fund, reported compensation for 10 out of 158 total employees. Among the employees shown here, the average compensation is $373,157. The highest compensated employee at Southeast Financial Credit Union is Jeff Dahlstrom with fiscal year 2024 compensation of $1,008,462.

Revenue, expenses, and employee compensation

Revenue

$31,581,827

Expenses

$30,863,516

Employee compensation

$12,363,390
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Jeff Dahlstrom
President
$1,008,462
$973,657 No related comp$34,805
John Jacoway
Chief Executive Officer
$998,999
$968,707 No related comp$30,292
Kendrick Coulthard
President of SFWM
$384,545
$355,035 No related comp$29,510
Kelly Keenan
Chief Operating Officer
$236,443
$213,565 No related comp$22,878
David Kelley
CLO
$221,050
$198,952 No related comp$22,098
Ronnie Miller
Chief Administrative Officer
$212,022
$188,393 No related comp$23,629
Lelah Hill
Vice President, Human Resources
$205,241
$184,751 No related comp$20,490
Susan Hamilton
Vice President, Compliance and Trainin
$165,831
$143,186 No related comp$22,645
James Lockhart
Information Technology Director
$154,175
$140,926 No related comp$13,249
Dana Klinger
Vice President, Risk Management
$144,805
$137,262 No related comp$7,543

Benchmark Employee Compensation

Non-Employee Board Members

Beverly A Hicks
Board Member
Billy Hatmaker
Board Member
Cleo Duckworth
Chair and Board Member
Kelsie Jones
Board Member
Scarlet Sneed
Board Member
Troy Crawford
Board Member
Walter Costner
Board Member

Contractors

Trader Interactive
Advertising
$299,435
Network Innovations LLC
Network Technology
$248,728
Carr Riggs & Ingram LLC
Accounting
$104,812

Mission Statement

PROVIDE FINANCIAL SERVICES FOR APPROXIMATELY 38,654 MEMBERS IN THE FORM OF LOANS, SAVINGS ACCOUNTS, SHARE CERTIFICATES AND OTHER FINANCIAL SERVICES.

Revisions to this organization profile

November 14, 2025:
2024 Southeast Financial Credit Union 990 filed
August 5, 2024:
2023 Southeast Financial Credit Union 990 filed
September 13, 2023:
2022 Southeast Financial Credit Union 990 filed

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