Cause IQ organization profile

Heritage Credit Union

Program areas | Form 990s | Financials | Vendors | Personnel | Peers

Heritage Credit Union is a credit union based in Madison, WI that was founded in 1934. As of 2019 they had $17 million in revenue and $350 million in assets.

Credit Union. Credit Union Heritage Credit Union is a full-service financial institution offering members a convenient, one source solution for all their financial needs. We have built a tradition of trust with our members by delivering quality produc...

Fiscal year end:
Revenue trends:
Asset trends:

Program areas at Heritage Credit Union

To promote thrift & provide low cost loans among members. This is accomplished on a co-operative non-profit basis for the benefit of the membership.the organization had 28,793 members at the end of 2018 with 1,040,704 potential members. The organization granted 6,347 loans in 2018.

Form 990s for Heritage Credit Union

Fiscal year endingDate received by IRSFormPDF link
2018-12Jun 19, 2019990View PDF
2017-12Mar 15, 2019990View PDF
2016-12Jan 18, 2018990View PDF
2015-12Apr 5, 2017990OView PDF
2014-12Jan 29, 2016990OView PDF
...and five more Form 990 PDFs

Financials for Heritage Credit Union

Total grants, contributions, etc.$0
Program services$16,075,602
Investment income and dividends$964,044
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$15,375
Net gain from sale of non-inventory assets$-13,028
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$8,111
Total revenues$17,050,104

Vendors for Heritage Credit Union

VendorServicesAmount paidDate
Blue Cross Blue Shield Of MaInsurance2019-12-31
██████ ████ █████████ ███████Insurance2019-12-31
██ █████████ ██████████ ████Insurance agent or broker$1,4282019-12-31
██████ ██████ ███████ █████ ███████████Insurance2019-12-31
████████ ██████ ████████ ███████████Insurance2019-12-31
█████████ ████████Software2019-08-28
█████████Content management system software2019-08-17
██████ ███Tax accounting; Audit accounting2019-05-13
...and eight more vendors

Personnel at Heritage Credit Union

NameTitleCompensationMost recent data
Anita RauchChief Executive Officer$329,664Sept. 19, 2019
Heather RistowChief Operating Officer$158,618Dec. 31, 2018
████ ████████Chief Financial Officer$24,087Dec. 31, 2018
████ ████Vice President of Operations$100,635Dec. 31, 2018
████ █████████It Director / Director of Information Te$102,607Dec. 31, 2018
█████ ████████Director of Information Te / Digital Solutions Manager$159,027Dec. 31, 2018
███████ █████President$178,191Sept. 19, 2019
████ █████Secretary$0Sept. 19, 2019
██████ ████Treasurer$0Dec. 31, 2018
████████ ████████████Vice Chairperson / Director$0Dec. 31, 2018
...and three more key personnel

Peer credit unions

1Community Credit Union501(c)(14)$6.5 millionLa Crosse, WI
2Simplicity Credit Union501(c)(14)$11 millionMarshfield, WI
3Verve a Credit Union501(c)(14)$56 millionOshkosh, WI
4UnitedOne Credit Union501(c)(14)$13 millionManitowoc, WI
5Dane County Credit Union (DCCU)501(c)(14)$10 millionMadison, WI
6Guardian Credit Union501(c)(14)$12 millionOak Creek, WI
7WESTconsin Credit Union501(c)(14)$83 millionMenomonie, WI
8Park City Credit Union501(c)(14)$9.4 millionMerrill, WI
9Parker Community Credit Union (PCCU)501(c)(14)$4.8 millionMT Pleasant, WI
10Prime Financial Credit Union501(c)(14)$7.0 millionCudahy, WI
11Unison Credit Union501(c)(14)$9.1 millionKaukauna, WI
12Pioneer Credit Union501(c)(14)$32 millionGreen Bay, WI
13Kohler Credit Union501(c)(14)$19 millionKohler, WI
14Co-op Credit Union501(c)(14)$16 millionBlack River Falls, WI
15BULL'S Eye Credit Union501(c)(14)$7.0 millionWausau, WI
16Heartland Credit Union501(c)(14)$15 millionMadison, WI
17Fort Community Credit Union (FCCU)501(c)(14)$11 millionFort Atkinson, WI
18Blackhawk Community Credit Union501(c)(14)$27 millionJanesville, WI
19Prospera Credit Union501(c)(14)$12 millionAppleton, WI
20Harbor Credit Union501(c)(14)$4.4 millionGreen Bay, WI
21First Community Credit Union of Beloit501(c)(14)$8.3 millionBeloit, WI
22New Credit Union501(c)(14)$4.7 millionOconto Falls, WI
23Shoreline Credit Union501(c)(14)$4.6 millionTwo Rivers, WI
24Cloverbelt Credit Union (CCU)501(c)(14)$10 millionWausau, WI
25Corporate Central Credit Union501(c)(14)$19 millionMuskego, WI