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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 Public & Societal Benefit Heritage Credit Union

Heritage Credit Union

Fiscal year ending 2021. Filed on November 19, 2022.

4617 Liuna Way
Deforest, Wisconsin 53532

Heritage Credit Union (EIN: 39-6048473) has filed an IRS Form 990 from fiscal year 2016–2022. In its fiscal year 2021 IRS Form 990 filing, Heritage Credit Union, a 501(c)(14) state-chartered credit union or mutual reserve fund, reported compensation for 8 out of 171 total employees. Among the employees shown here, the average compensation is $203,771. The highest compensated employee at Heritage Credit Union is Anita Rauch with fiscal year 2021 compensation of $500,160.

Revenue, expenses, and employee compensation

Revenue

$20,193,229

Expenses

$16,612,606

Employee compensation

$8,175,515
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Anita Rauch
Chief Executive Officer
$500,160
$340,012 No related comp$160,148
Heather Ristow
Chief Operating Officer
$200,991
$171,124 No related comp$29,867
Chelsea Zastrow
Chief Financial Officer
$178,293
$141,259 No related comp$37,034
Troy Ewer
Senior Vice President of Lending
$170,172
$126,892 No related comp$43,280
Michael Harty
Chief Risk Officer
$168,077
$140,462 No related comp$27,615
Kelly Chambers
Chief IT and Mkting OFF (Thru July)
$151,804
$128,407 No related comp$23,397
Shana Cornell
Vice President of HR and EE Development
$133,753
$116,615 No related comp$17,138
Dave MacIntire
Vice President, Information Technology
$126,921
$114,041 No related comp$12,880

Benchmark Employee Compensation

Non-Employee Board Members

Daun Maier
Secretary
$688
$688 No related compNo other comp
Brooke Frey
Director
No compensation reported
Catie Shannon
Treasurer
No compensation reported
Keith Schmidt
Director
No compensation reported
Jesse Sandoval
Chairperson (Thru July)
No compensation reported
Greg Cullen
Chair
No compensation reported
Matt Young
Director
No compensation reported

Contractors

Kraemer Brothers LLC
Construction of New Building
$1,293,687
Jack Henry & Associates Inc.
System Software
$236,969
Finastra USA Corp.
Online Banking Software
$217,038
Auto Exam
Vehicle Contracts for Auto Loans
$200,374
Frost Financial Services Inc.
Financial
$188,875

Mission Statement

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.

Revisions to this organization profile

November 19, 2022:
2021 Heritage Credit Union 990 filed
July 14, 2022:
2022 Heritage Credit Union 990 filed
October 19, 2021:
2020 Heritage Credit Union 990 filed

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United Heritage Credit Union
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Southwest Heritage Credit Union
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Utah Heritage Credit Union
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Western Heritage Credit Union
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