HERITAGE CREDIT UNION
1212 HUXLEY ST, MADISON, WI 53704 www.heritagecu.org

Total Revenue
$17,050,104
Total Expenses
$14,431,239
Net Assets
$41,628,871

Organizations Filed Purposes: HERITAGE CREDIT UNION WILL BE AN INDEPENDENT, CO-OPERATIVE, PREMIER FINANCIAL INSTITUTION WITH A RECOGNIZED BRAND IN THE MARKETS WE SERVE. WE WILL BE THE PREFERRED PLACE WHERE FAMILIES WILL COME TO MEET THEIR FINANCIAL NEEDS, FOR CURRENT AND FUTURE GENERATIONS.

SIMPLIFY BANKING, MEET PEOPLE'S FINANCIAL NEEDS, SAVE PEOPLE TIME.

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.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Anita RauchCHIEF EXECUTIVE OFFICER40$329,664
Kelly ChambersDIRECTOR OF INFORMATION TE40$159,027
Heather RistowCHIEF OPERATING OFFICER40$158,618
Kay PaulsonCHIEF RISK OFFICER40$117,513
Dave MacintireIT DIRECTOR40$102,607
Troy EwerVP OF OPERATIONS40$100,635
Justin WilliamsCHIEF FINANCIAL OFFICER40$96,601
Alan ZimprichCHIEF FINANCIAL OFFICER (THRU JANUARY)40$24,087
Mollie BellTREASURER1$0
Daun MaierSECRETARY1$0
Riichard BloomenkranzVICE CHAIRPERSON1$0
Jesse SandovalCHAIRPERSON1$0
Greg RiceDIRECTOR1$0
Greg CullenDIRECTOR1$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/201911359349310151_public.xml