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.
Heritage Community Credit Union at a glance
In short: Heritage Community Credit Union reported $8K in grants paid in 2025 (a total; its filing lists no individual grants). Source: 2025 IRS Form 990.
- Grants paid (2025)
- $8,137 — reported as a total on the IRS filing, without an itemized list
- +19.2% vs 2024
- Total assets
- $278,487,776
- +3.9% vs 2024
- Revenue (2025)
- $15,271,629
- -7.7% vs 2024
- Net investment income (2025)
- $1,267,164
- -7.4% vs 2024
- Expenses (2025)
- $14,718,104
- +0.7% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated October 2026.
Who Heritage Community Credit Union funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $7K (2024) to $18K (2023). In 2025 it reported $8K in grants paid, as a total without an itemized list.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Folsom Chamber of Commerce Folsom, CA | To assist in promoting the civic, business and economic well being and general well being of the folsom area. | $7,535 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $278,487,776 | $15,271,629 | $14,718,104 | $8,137 | Total only | $1,267,164 |
| 2024 | $268,126,175 | $16,544,283 | $14,618,448 | $6,828 | Total only | $1,368,461 |
| 2023 | $272,972,081 | $12,093,694 | $11,232,303 | $18,022 | Total only | $1,128,674 |
| 2022 | $266,034,241 | $9,071,810 | $8,603,886 | $7,535 | 1 | $492,801 |
| 2021 | $248,959,506 | $8,680,088 | $7,635,259 | — | — | $158,507 |
| 2020 | $237,087,164 | $9,631,794 | $9,606,176 | — | — | — |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About Heritage Community Credit Union
Based on IRS filings
Heritage Community Credit Union is a public charity, based in Rancho Cordova, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $278.5M in total assets. In 2025, it reported $8K in grants paid as a total on its IRS filing, without an itemized list. Net investment income was $1.3M.
Leadership & Key People
Officers and directors from IRS filings
Heritage Community Credit Union is led by Ed Turk, President & CEO since 2021 (on filings since 2020); 9 of 20 officers listed in 2025 are compensated.
Officers on the 2025 filing
Ed Turk
President & CEO
President CEO → President & CEO, 2021
On filings since 2020
40 hrs/week
$369K (2020) → $409K (2025)
Bobbi K. Beehler
Chairperson
Secretary → Chairperson, 2022
On filings since 2020
1 hr/week
$660 (2021) → $2K (2025)
Sharon Hannan
Supv Cmte Chairperson
On filings since 2022
1 hr/week
No compensation reported
Jofil Borja
Director
On filings since 2020
1 hr/week
$823 (2020) → $0 (2025)
Kevin Quaintance
Director
Associate Board Member → Director, 2022
On filings since 2020
1 hr/week
No compensation reported
Tammy Davis
Director
Associate Board Member → Director, 2025
On filings since 2022
1 hr/week
No compensation reported
Chad Suggs
Vice President Information Technology
Vice President of It → Vice President Information Technology, 2021
On filings since 2020
40 hrs/week
$160K (2020) → $177K (2025)
Christine Haroldson
Clo
Clo Vice President → Chief Lending Officer, 2021
Chief Lending Officer → Clo, 2024
On filings since 2020
40 hrs/week
$162K (2020) → $190K (2025)
Matt Harms
CFO
On filings since 2020
40 hrs/week
$159K (2020) → $189K (2025)
Craig Engstrom
Vice President Member Services
On filings since 2021
40 hrs/week
$109K (2021) → $199K (2025)
Naomi Gilbert
Controller
On filings since 2022
40 hrs/week
$107K (2022) → $121K (2025)
Robert L. Collins
Supv Cmte Secretary
On filings since 2022
1 hr/week
$771 (2022) → $663 (2025)
Renee Morganson
Lending Manager
On filings since 2024
40 hrs/week
$106K (2024) → $112K (2025)
Allan F. Wisnicky
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Harry E. Hannan Jr.
Vice Chairperson
Vice Chairperson → Vice Chairman, 2022
Vice Chairman → Vice Chairperson, 2024
On filings since 2020
1 hr/week
No compensation reported
Huong V. Vu
Secretary
Director → Secretary, 2024
On filings since 2020
1 hr/week
No compensation reported
William J. Windle
Emeritus
Secretary → Director, 2024
Director → Emeritus, 2025
On filings since 2020
1 hr/week
No compensation reported
Peter Thomsen
Supv Cmte Member
Supv Cmte Associate Member → Supv Cmte Member, 2024
On filings since 2022
1 hr/week
No compensation reported
Henry Favro
Supv Cmte Associate Member
On filings since 2024
1 hr/week
No compensation reported
Tina Kilgore
Supv Cmte Associate Member
On filings since 2024
1 hr/week
No compensation reported
Former officers (6)
- Former: Ken Ezeh (2024) — Associate Board Member
- Former: Judy Hoover (2022–2023) — Supv Cmte Member
- Former: Jamie L. Padilla (2020–2021) — Director
- Former: Brian Allen (2020) — Mort Loan Originator
- Former: Marianna Samlik (2020) — Controller
- Former: Rachel Long (2020) — Associate Board Member
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $409K, to Ed Turk (President/CEO). 9 officers or directors reported compensation on that filing.
Frequently asked questions about Heritage Community Credit Union
How much does Heritage Community Credit Union give each year?
Heritage Community Credit Union reported $8K in grants paid in 2025 on its 2025 IRS Form 990, as a total without an itemized list of grants. In 2024 it reported $7K in grants paid.
How large is Heritage Community Credit Union?
Heritage Community Credit Union reported $278.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $15.3M.
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2022 (received by the IRS August 29, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS July 1, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS October 6, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS July 30, 2026)
- IRS filings on file for fiscal years 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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Heritage Community Credit Union down — hundreds of funders to go?