Heartland Credit Union Charitable Foundation Inc
Heartland Credit Union Charitable Foundation Inc was a public charity based in Plano, Texas, that supported credit unions and their communities through grants, scholarships, and services. Its 2022 filing is marked as the organization’s final return; the filing says it merged with a similarly sized organization in 2023, so it appears to have wound down as a separate organization.
Heartland Credit Union Charitable Foundation Inc at a glance
In short: Heartland Credit Union Charitable Foundation Inc gave $102K across 11 grants in 2022 (avg $9K), mostly in Missouri. Source: 2022 IRS Form 990.
- Annual giving (2022)
- $101,673
- +713.4% vs 2021
- Grants made (2022)
- 11
- +1000.0% vs 2021
- Average grant
- $9,243
- -26.1% vs 2021
- Median grant
- $9,500
- Primary geography
- Missouri (84% of itemized 2022 grant dollars)
- Latest 990 filing
- Form 990, 2022 View filing
Data from IRS Form 990, 2022; updated October 2026.
How to apply to Heartland Credit Union Charitable Foundation Inc
- Contact
Mailing address: 6801 Parkwood Blvd 300, Plano, TX 75024
Phone: (800) 442-5762
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Heartland Credit Union Charitable Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2022
The largest 2022 recipient was West Community Credit Union ($17K). Together the top 10 received $96K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
The filing describes the foundation’s work as supporting credit unions in Missouri and Kansas. In 2022, 84% of grant dollars went to Missouri recipients and 16% to Kansas recipients.
Grant Distribution by State
Share of 2022 grant dollars across all 11 itemized grants.
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2022, annual grant giving ranged from $13K (2021) to $102K (2022). In 2022 it made 11 grants totaling $102K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| West Community Credit Union Ofallon, MO | Community Development Grant; and Disaster Relief Grant | $17,000 |
| Kansas City Credit Union Kansas City, MO | Community & Professional Development Grant; Disaster Relief Grant | $10,729 |
| Multipli Credit Union Springfield, MO | Financial Wellness Grant | $10,000 |
| Arsenal Credit Union Arnold, MO | Community Development Grant | $10,000 |
| Credit Union of America Wichita, KS | Community Development Grant | $10,000 |
| Neighbors Credit Union St. Louis, MO | Disaster Relief Grant | $9,500 |
| Civic Central Credit Union Jefferson City, MO | Community Development Grant | $8,399 |
| Electro Savings Credit Union St. Louis, MO | Disaster Relief Grant | $8,000 |
| Together Credit Union St. Louis, MO | Community Development Grant | $6,650 |
| Skyward Credit Union Wichita, KS | Community Development Grant | $6,000 |
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Financial History
Multi-year comparison from IRS filings
The 2022 grant total covered 11 grants. The filing identifies 2022 as the organization’s final return.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2022 | — | $337,165 | $317,708 | $101,673 | 11 | $7,245 |
| 2021 | $807,102 | $283,228 | $192,360 | $12,500 | 1 | $2,697 |
| 2020 | $768,516 | $312,758 | $226,871 | $84,000 | 8 | $6,236 |
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s stated mission was to invest in and through credit unions to enhance their ability to serve members and communities. Its filing describes grants, scholarships, and services supporting credit unions’ professional development, capacity building, and community development needs in Missouri and Kansas.
Its 2022 grants went to credit unions. For example, West Community Credit Union describes its mission as being members’ lifelong financial partner, while Kansas City Credit Union says it educates members, advises decisions, finances needs, and invests in the community. Multipli Credit Union says it provides affordable, quality financial services to its community. These are the grantees’ descriptions of their own missions.
Grantmaking
In 2022, the foundation made 11 grants totaling $101,673. Grants ranged from $5,395 to $17,000, with a median of $9,500. The largest awards were $17,000 to West Community Credit Union for community development and disaster relief; $10,729 to Kansas City Credit Union for community and professional development and disaster relief; and $10,000 each to Multipli Credit Union for financial wellness, Arsenal Credit Union for community development, and Credit Union of America for community development.
The foundation’s filing says requests were evaluated against policies for equitable treatment. Applicants were required to submit a proposal stating the need, goals, timeline, and outcome measurements. An impact committee reviewed proposals and made recommendations for board approval. Grant recipients had to submit a written report within 12 months documenting how funds were used and measuring intended results.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2022 filing lists Michael Dougherty as chair, Rick Nichols as vice chair, and Jason Peach as secretary/treasurer. Directors listed were Linda Allen, Deonne Christensen, Evan Wilson, Brenda Kliewer, Ashley Bautista, Jim Strubel, and Jean Hughes.
Heartland Credit Union Charitable Foundation Inc is led by Brad Douglas Former, President & CEO on every filing since 2021; none of the 15 officers listed in 2022 report compensation.
Officers on the 2022 filing
Brad Douglas Former
President & CEO
On filings since 2021
2 hrs/week
No compensation reported
Lisa Althoff-Simmons
Interim CEO
On filings since 2021
2 hrs/week
No compensation reported
Michael Dougherty
Chair
Director → Chair, 2022
On filings since 2020
2 hrs/week
No compensation reported
Andrea Robinson
Exc. Director of Hcucf
Executive Director → Exc. Director of Hcucf, 2021
On filings since 2020
2 hrs/week
No compensation reported
Deonne Christensen
Director
On filings since 2020
1 hr/week
No compensation reported
Linda Allen
Director
Chair → Director, 2022
On filings since 2020
1 hr/week
No compensation reported
Brenda Kliewer
Director
On filings since 2021
1 hr/week
No compensation reported
Evan Wilson
Director
On filings since 2021
1 hr/week
No compensation reported
Ashley Bautista
Director
New on the 2022 filing
1 hr/week
No compensation reported
Dan Springer
Director
New on the 2022 filing
2 hrs/week
No compensation reported
Jean Hughes
Director
New on the 2022 filing
1 hr/week
No compensation reported
Jim Strubel
Director
New on the 2022 filing
1 hr/week
No compensation reported
Loretta Roney
Director
New on the 2022 filing
2 hrs/week
No compensation reported
Jason Peach
Secretary & Treasuer
Director → Secretary & Treasuer, 2022
On filings since 2020
2 hrs/week
No compensation reported
Rick Nichols
Vice Chair
On filings since 2020
2 hrs/week
No compensation reported
Former officers (7)
- Former: Chuck Bullock (2020–2021) — Director
- Former: Gina Evans (2020–2021) — Director
- Former: Greg Winkler (2020–2021) — Secretary & Treasuer
- Former: Rick Schier (2020–2021) — Director
- Former: Laura Alfreldt (2021) — Director
- Former: Brad Douglas (2020) — President & CEO
- Former: James Nastars (2020) — Director
Data from IRS Form 990 filings, 2020–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Heartland Credit Union Charitable Foundation Inc
How much does Heartland Credit Union Charitable Foundation Inc give each year?
Heartland Credit Union Charitable Foundation Inc gave $102K across 11 grants in 2022, according to its 2022 IRS Form 990. In 2021 it gave $13K across 1 grant.
What is Heartland Credit Union Charitable Foundation Inc's typical grant size?
Heartland Credit Union Charitable Foundation Inc's median grant in 2022 was $9,500, and its average grant was $9,243, across 11 grants on its 2022 IRS Form 990.
Where does Heartland Credit Union Charitable Foundation Inc give grants?
Heartland Credit Union Charitable Foundation Inc gives mostly in Missouri: 84% of the grant dollars itemized on its 2022 IRS Form 990 went to recipients there. The next largest state was Kansas (16%). The most frequent recipient cities were St. Louis, MO (3 grants), Wichita, KS (2 grants) and Springfield, MO (2 grants).
Does Heartland Credit Union Charitable Foundation Inc give general operating support?
Not in 2022: none of the 11 grants with a stated purpose on Heartland Credit Union Charitable Foundation Inc's 2022 IRS Form 990 were described as general or operating support. Recurring purposes include "Community Development Grant" (5 grants).
Who are Heartland Credit Union Charitable Foundation Inc's largest grantees?
Heartland Credit Union Charitable Foundation Inc's largest 2022 grantees include West Community Credit Union ($17,000), Kansas City Credit Union ($10,729) and Multipli Credit Union ($10,000), according to its 2022 IRS Form 990. Together they received 37% of its itemized 2022 grant dollars.
What does Heartland Credit Union Charitable Foundation Inc fund?
The foundation’s stated mission was to invest in and through credit unions to enhance their ability to serve members and communities. See mission & focus areas ↑
How do I apply for a grant from Heartland Credit Union Charitable Foundation Inc?
Heartland Credit Union Charitable Foundation Inc has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is Heartland Credit Union Charitable Foundation Inc's EIN?
Heartland Credit Union Charitable Foundation Inc's EIN (Employer Identification Number) is 43-1896922. IRS Form 990 filing data is available on this page for 2020–2022.
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 10, 2021)
- Added Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS September 28, 2023)
- IRS filings on file for fiscal years 2020–2022
Live grants for the work Heartland Credit Union Charitable Foundation Inc funds
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