Heritage Community Credit Union
SEE SCHEDULE OHERITAGE COMMUNITY CREDIT UNION IS A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS, CREATING A SOURCE OF CREDIT FOR THEM AT RATES OF INTEREST SET BY THE BOARD OF DIRECTORS, AND PROVIDING AN OPPORTUNITY FOR THEM TO USE AND CONTROL THEIR OWN MONEY ON A DEMOCRATIC BASIS IN ORDER TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS. AS A COOPERATIVE, HERITAGE COMMUNITY CREDIT UNION CONDUCTS ITS BUSINESS FOR THE MUTUAL BENEFIT AND GENERAL WELFARE OF ITS MEMBERS WITH THE EARNINGS, SAVINGS, BENEFITS, OR SERVICES OF THE CREDIT UNION BEING DISTRIBUTED TO ITS MEMBERS AS PATRONS. THE MISSION OF HERITAGE COMMUNITY CREDIT UNION (HCCU) IS TO EMPOWER OUR MEMBERS TO ACHIEVE THEIR FINANCIAL ASPIRATIONS BY PROVIDING PERSONALIZED BANKING SOLUTIONS THAT TURN DREAMS INTO REALITIES.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$268.1M
-1.8% YoY
Revenue
$16.5M
+36.8% YoY
Net Investment Income
$1.4M
+21.2% YoY
Expenses
$14.6M
+30.1% YoY
About Heritage Community Credit Union
Based on IRS filings
Heritage Community Credit Union is a nonprofit organization, based in RANCHO CORDOVA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $268.1M in total assets. Net investment income was $1.4M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $268,126,175 | $272,972,081 | $266,034,241 |
| Revenue | $16,544,283 | $12,093,694 | $9,071,810 |
| Expenses | $14,618,448 | $11,232,303 | $8,603,886 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $1,368,461 | $1,128,674 | $492,801 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BOBBI K BEEHLER | CHAIRPERSON | 1 | — |
| HARRY E HANNAN JR | VICE-CHAIRPERSON | 1 | — |
| ALLAN F WISNICKY | TREASURER | 1 | — |
| HUONG V VU | SECRETARY | 1 | — |
| WILLIAM J WINDLE | DIRECTOR | 1 | — |
| JOFIL BORJA | DIRECTOR | 1 | — |
| KEVIN QUAINTANCE | DIRECTOR | 1 | — |
| TAMMY DAVIS | ASSOCIATE BOARD MEMBER | 1 | — |
| KEN EZEH | ASSOCIATE BOARD MEMBER | 1 | — |
| SHARON HANNAN | SUPV CMTE CHAIRPERSON | 1 | — |
| ROBERT L COLLINS | SUPV CMTE SECRETARY | 1 | $1,562 |
| PETER THOMSEN | SUPV CMTE MEMBER | 1 | — |
| TINA KILGORE | SUPV CMTE ASSOCIATE MEMBER | 1 | — |
| HENRY FAVRO | SUPV CMTE ASSOCIATE MEMBER | 1 | — |
| ED TURK | PRESIDENT/CEO | 40 | $346,133 |
| MATT HARMS | CFO | 40 | $177,692 |
| CHRISTINE HAROLDSON | CLO | 40 | $184,774 |
| CRAIG ENGSTROM | VP MEMBER SERVICES | 40 | $195,329 |
| CHAD SUGGS | VP INFORMATION TECHNOLOGY | 40 | $172,179 |
| NAOMI GILBERT | CONTROLLER | 40 | $120,406 |
| RENEE MORGANSON | LENDING MANAGER | 40 | $105,750 |
Frequently Asked Questions
How large is Heritage Community Credit Union?
As of 2024, Heritage Community Credit Union holds $268.1M in total assets with $16.5M in annual revenue.
Where does Heritage Community Credit Union operate?
Heritage Community Credit Union has awarded grants in California.
What is Heritage Community Credit Union's EIN?
Heritage Community Credit Union's EIN (Employer Identification Number) is 94-1289802. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Heritage Community Credit Union's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.