Program areas at HCCU
Heritage offers checking, savings, money market, and share certificates with minimal or no cost to members while paying out competitive dividends. Members can access funds through our branches, contact center, online and mobile banking, debit cards, and transfers through wire or zelle.
Heritage provides opportunities for those looking to invest in their financial future via retirement, brokerage accounts, and comprehensive insurance options.
Heritage has a variety of affordable loan options for homes, automobiles, recreational vehicles, manufactured residences, personal use, and lines of Credit. All loans feature current and competitiveinterest rates.
Grants made by HCCU
| Grantee | Grant description | Grant year | Amount |
|---|
| Folsom Chamber of Commerce | To Assist in Promoting the Civic, Business and Economic Well Being and General Well Being of the Folsom Area. | 2022-12 | $7,535 |
Personnel at HCCU
| Name | Title | Compensation | Date of data |
|---|
| Ed Turk | President and Chief Executive Officer | $330,474 | 2023-08-29 |
| Matt Harms | Chief Financial Officer | $172,229 | 2022-12-31 |
| Chad Suggs | Vice President Information Technology | $167,878 | 2022-12-31 |
| Craig Engstrom | Vice President Member Services | $186,654 | 2022-12-31 |
| Naomi Gilbert | Controller | $106,650 | 2022-12-31 |
| ...and 1 more key personnel |
Financials for HCCU
| Revenues | FYE 12/2022 | FYE 12/2021 | % Change |
|---|
| Total grants, contributions, etc. | $0 | $0 | - |
| Program services | $7,301,293 | $8,521,581 | -14.3% |
| Investment income and dividends | $492,801 | $167,407 | 194.4% |
| Tax-exempt bond proceeds | $0 | $0 | - |
| Royalty revenue | $0 | $0 | - |
| Net rental income | $0 | $0 | - |
| Net gain from sale of non-inventory assets | $0 | $-8,900 | -100% |
| Net income from fundraising events | $0 | $0 | - |
| Net income from gaming activities | $0 | $0 | - |
| Net income from sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $1,277,716 | $0 | 999% |
| Total revenues | $9,071,810 | $8,680,088 | 4.5% |
Organizations like HCCU
| Organization | Type | Location | Revenue |
|---|
| Visterra Credit Union | 501(c)(14) | Moreno Valley, CA | $17,489,863 |
| Premierone Credit Union | 501(c)(14) | San Jose, CA | $20,460,473 |
| Valley Oak Credit Union | 501(c)(14) | Three Rivers, CA | $3,336,376 |
| Central State CREDIT Union (CSCU) | 501(c)(14) | Stockton, CA | $8,378,360 |
| SF Police Credit Union (SFPCU) | 501(c)(14) | San Bruno, CA | $36,091,667 |
| Community First Credit Union | 501(c)(14) | Santa Rosa, CA | $36,766,136 |
| California Lithuanian Credit Union | 501(c)(14) | Santa Monica, CA | $4,675,472 |
| North Bay Credit Union | 501(c)(14) | Santa Rosa, CA | $10,151,971 |
| Credit Unions in the State of California Pacific Community Credit Union | 501(c)(14) | Fullerton, CA | $8,621,474 |
| Commonwealth Central Credit Union | 501(c)(14) | San Jose, CA | $26,354,115 |
Data update history
November 9, 2023
Posted financials
Added Form 990 for fiscal year 2022
November 9, 2023
Updated personnel
Identified 4 new personnel
October 26, 2023
Used new vendors
Identified 1 new vendor, including
August 8, 2023
Posted financials
Added Form 990 for fiscal year 2021
May 14, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Credit unionsChapter / child organizations
Issues
No issues found
Characteristics
State / local level
General information
- Address
- PO Box 790
- Rancho Cordova, CA 95741
- Metro area
- Sacramento-Roseville-Folsom, CA
- County
- Sacramento County, CA
- Website URL
- heritageccu.com/Â
- Phone
- (916) 364-1700
- Facebook page
- HeritageCCUÂ
- Twitter profile
- @heritageccuÂ
IRS details
- EIN
- 94-1289802
- Fiscal year end
- December
- Taxreturn type
- Form 990
- Year formed
- 1999
- Eligible to receive tax-deductible contributions (Pub 78)
- No
Categorization
- NTEE code, primary
- W60: Financial Institutions, Credit Unions
- NAICS code, primary
- 522130: Credit Unions
- Parent/child status
- Child within group exemption
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