Heritage Credit Union in Madison, Wisconsin (WI)

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Heritage Credit Union
Employer Identification Number (EIN)396048473
Name of OrganizationHeritage Credit Union
In Care of NameRobert Lestina
AddressPO BOX 14047, Madison, WI 53708-0047
SubsectionCredit Union
Ruling Date04/1971
DeductibilityContributions are not deductible
FoundationAll organizations except 501(c)(3)
OrganizationAssociation
Tax Period12/2012
Assets$50,000,000 to greater
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$225,294,652
Amount of Income$11,510,410
Form 990 Revenue Amount$11,510,410
National Taxonomy of Exempt Entities (NTEE)Public, Society Benefit - Multipurpose and Other: Credit Unions


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Amount of income in 2012: $11,510,410 (it was $12,841,943 in 2011)
This organization: 

 $11,510,410
Other organizations performing similar types of work: 

 $1,062,274

Assets in 2012: $225,294,652 (it was $219,473,543 in 2011)
Heritage Credit Union: 

 $225,294,652
Other organizations performing similar types of work: 

 $21,351,397

Expenses in 2012: $10,601,950
Heritage Credit Union: 

 $10,601,950
Other organizations performing similar types of work: 

 $2,711,411

Income to expenses ratio in 2012: 1.1
Heritage Credit Union: 

 1.1
Other organizations performing similar types of work: 

 1.1

Number of employees in 2012: 91
Heritage Credit Union: 

 91
Other organizations performing similar types of work: 

 19

Employees paid over $100,000 in 2012: 4.4%
Heritage Credit Union: 

 4.4%
Other organizations performing similar types of work: 

 0.0%

Financial snapshot ($)

Revenue for 2012

Functional expenses for 2012

Statements Regarding Other IRS Filings and Tax Compliance (for 2012)
Did the organization have unrelated business gross income of $1,000 or more during the year?Yes
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2012)
Total revenue$11,510,410
Contributions, Gifts, Grants and Other Similar Amounts$0
Program Service Revenue$8,679,375
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$564,100
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$0
Net gain from sales of assets other than inventory$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$2,266,935
Statement of Functional Expenses (for 2012)
Total functional expenses$10,601,950
Compensation of current officers, directors, trustees, and key employees$1,267,224
Other salaries and wages$2,430,468
Payroll taxes$324,481
Professional fundraising services$0
Other$6,579,777
Balance Sheet (for 2012)
Total assets$225,294,652
Total liabilities$196,594,720
Tax-exempt bond liabilities$0
Secured mortgages and notes payable to unrelated third parties$0
Unsecured notes and loans payable to unrelated third parties$0
Other$196,594,720
Total net assets or fund balances$28,699,932
Retained earnings, endowment, accumulated income, or other funds$28,699,932
Reason for Public Charity Status (for 2012)
The organization is not a private foundation because it is:Not provided
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Veridian Credit Union1827 Ansborough Ave, Waterloo, IA 50701-3629IA2007-06$257,259,797
2Iowa Corporate Central Credit Union, Iowa City Branch-American Assoc Of University Wome134 Broadmoor Ln, Iowa City, IA 52245IA2007-06$93,475,974
3Schools Financial Credit Union, Norcal Bowhunters Association9144 Cecile Way, Sacramento, CA 95826CA1961-09$80,484,875
4Workers Credit Union815 Main St, Fitchburg, MA 01420-3111MA1938-06$50,511,421
5San Mateo Credit Union350 Convention Way 3rd Floor, Redwood City, CA 94063-1435CA1961-06$36,915,244
6Weokie Credit UnionPO BOX 26090, Oklahoma City, OK 73126-0090OK2003-12$36,805,080
7Collins Community Credit Union, Non Non305 Trailridge Rd Se, Cedar Rapids, IA 52403IA2007-06$30,907,566
8East Idaho Credit Union865 S Woodruff Ave, Idaho Falls, ID 83401-5296ID2014-01$21,395,075
9Ascentra Credit UnionPO BOX 1107, Bettendorf, IA 52722-0019IA2007-06$18,373,355
10Community Choice Credit Union, 0430 Community Choice Credit Union8404 Nw 62nd Ave, Johnston, IA 50131-2946IA2007-06$18,104,972
11Doco Credit Union107 N Westover Blvd, Albany, GA 31707-2949GA2001-11$15,332,064
12Sacramento Credit UnionPO BOX 2351, Sacramento, CA 95812-2351CA1961-09$14,934,147
13Greater Iowa Credit UnionPO BOX 665, Ames, IA 50010-0665IA2007-06$14,597,738
14Iowa Corporate Central Credit Union, 0302 Citizens Community Credit Unio2012 1st Ave S, Fort Dodge, IA 50501-6704IA2007-06$11,652,317
15Heritage Credit UnionPO BOX 14047, Madison, WI 53708-0047WI1971-04$11,510,410
16Streator Onized Credit Union912 N Shabbona St, Streator, IL 61364-2059IL2001-07$9,112,246
17Suntide Federal Credit Union2141 Tuloso Rd, Corp Christi, TX 78409-2124TX2013-09$8,748,622
18State Chartered Credit Unions In Florida, 273 Members First Cu Of Florida251 W Garden St, Pensacola, FL 32502-5728FL1970-10$8,548,146
19State Employees Credit Union400 Whitehall St Sw, Atlanta, GA 30303-3720GA2001-11$7,762,068
20Valley Credit Union1680 E Park Ave, Chippewa Fls, WI 54729-3504WI2014-11$852,133
Number of organizations performing similar types of work
Alabama2
Arizona1
California11
Florida1
Georgia54
Iowa135
Idaho2
Illinois53
Kansas2
Kentucky1
Massachusetts1
Missouri1
Mississippi3
North Dakota1
New Jersey1
Nevada1
New York1
Oklahoma3
Oregon1
Pennsylvania3
Rhode Island1
Tennessee1
Texas2
Virginia2
Washington2
Wisconsin2
International4
Total292
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
SubordinateUniversity Of Wisconsin Credit Union3500 University Ave, Madison, WI 53705-2141WI1971-04$803,056,249
SubordinateSummit Credit UnionPO BOX 8046, Madison, WI 53708-8046WI1971-04$112,594,327
SubordinateFirst American Credit Union655 3rd St Ste 101, Beloit, WI 53511-6268WI1971-04$109,136,095
SubordinateLandmark Credit Union2775 S Moorland Road, New Berlin, WI 53151-3718WI1971-04$108,523,286
SubordinateRoyal Credit Union2005 Kane Rd, Eau Claire, WI 54703WI1971-04$98,044,023
SubordinateCredit Unions In The State Of Wisconsin1960 8th Ave Suite 140, Baldwin, WI 54002WI1971-04$89,305,488
SubordinateEducators Credit Union, Wfglsfc Wisconsin Federation Great Lakes Sport Fishing Clubs4037 - 7th Avenue, Kenosha, WI 53140WI1971-04$82,438,511
SubordinateCommunity First Credit UnionPO BOX 1487, Appleton, WI 54912-1487WI1971-04$80,670,416
SubordinateCovantage Credit Union, Langlade County 4-H Dairy Committee837 Clermont, Antigo, WI 54409WI1971-04$46,752,869
SubordinateFox Communities Credit Union, Fcba Fox Cities Bowling Association237 E Wilson Ave, Appleton, WI 54915WI1971-04$45,791,764
SubordinateMarine Credit Union811 Monitor Street, La Crosse, WI 54603-3188WI1971-04$35,989,610
SubordinatePioneer Credit UnionPO BOX 2526, Green Bay, WI 54306-2526WI1971-04$33,059,041
SubordinateBlackhawk Community Credit UnionPO BOX 5366, Janesville, WI 53547-5366WI1971-04$30,748,674
SubordinateConnexus Credit UnionPO BOX 8026, Wausau, WI 54402-8026WI1971-04$23,027,296
SubordinateCitizens First Credit UnionPO BOX 3046, Oshkosh, WI 54903-3046WI1971-04$20,390,252
SubordinateCorporate Central Credit Union4262 S 108th St, Greenfield, WI 53228-1908WI1971-04$19,084,979
SubordinateWestby Coop Credit UnionPO BOX 70, Westby, WI 54667-0070WI1971-04$18,499,917
SubordinateGuardian Credit Union4501 W Greenfield Ave, Milwaukee, WI 53214-5306WI1971-04$18,480,230
SubordinateCapital Credit Union1010 Prospect St, Kimberly, WI 54136-1625WI1971-04$17,828,559
SubordinateKohler Credit Union850 Woodlake Rd, Kohler, WI 53044-1323WI1971-04$16,373,476
Number of affiliated organizations
Wisconsin265
Total265

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