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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 2022. Filed on July 14, 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 2022 IRS Form 990 filing, Heritage Credit Union, a 501(c)(14) state-chartered credit union or mutual reserve fund, reported compensation for 2 employees. Among the employees shown here, the average compensation is $271,449. The highest compensated employee at Heritage Credit Union is Anita Rauch with fiscal year 2022 compensation of $518,409.

Revenue, expenses, and employee compensation

Revenue

$2,753,323

Expenses

$3,204,172

Employee compensation

$1,733,515
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Anita Rauch
Chief Executive Officer
$518,409
$493,004 No related comp$25,405
Chelsea Zastrow
Chief Financial Officer
$24,489
$20,210 No related comp$4,279

Benchmark Employee Compensation

Non-Employee Board Members

Brooke Frey
Director
Catie Shannon
Treasurer
Daun Maier
Secretary
Greg Cullen
Chair
Keith Schmidt
Director
Matt Young
Director

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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Southwest Heritage Credit Union
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Western Heritage Credit Union
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