Heritage Credit Union

Unknown organization based in Deforest, WI. 171 employees.

MissionHERITAGE 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.

EIN
39-6048473
State
WI
Sector
Unknown
Budget band
$10M–$25M
Latest filing
TY 2021
Records
8 officers · 3 years

Financial snapshot · TY 2021

$20.2M
Total revenue
$16.6M
Total expenses
$461.3M
Net assets

Financial health · TY 2021

48
Moderate financial health
Composite score out of 100 based on reserve ratio, program efficiency, and revenue diversification.
Reserve ratio
100
36.6 months of expenses
Program efficiency
0
Program expenses as % of total
Revenue diversity
40
Mix of program fees, grants & contributions

Leadership compensation

Anita Rauch
CHIEF EXECUTIVE OFFICER
$500,160
Heather Ristow
CHIEF OPERATING OFFICER
$200,991
Chelsea Zastrow
CHIEF FINANCIAL OFFICER
$178,293
Troy Ewer
SR VP OF LENDING
$170,172
Michael Harty
CHIEF RISK OFFICER
$168,077

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Heritage Credit Union Executive Compensation | 990 Data | DoubleNine