1. Directory
  2. Utah
  3. Utah Heritage Credit Union
EIN 86-0229299

Utah Heritage Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
25
City
Moroni
State
Utah
Year formed
1969
Most recent tax filings
2023-12-01
NTEE code, primary
W60: Financial Institutions, Credit Unions
Description
Utah Heritage Credit Union strives to assist in its members' financial growth and stability by building strong relationships one member at a time. It provides funds for local grade and secondary schools, local college scholarships, and donates funds to civic activities such as the Veteran Memorial, Search and Rescue, Adult Services in county, and local youth activities. The credit union makes humanitarian donations in the area including hospitals and patients, the Humanitarian Center, Justice Center, and Food Pantry.
Related structure
Utah Heritage Credit Union is child organization, under the parent exemption from Credit Unions Chartered in the State of Utah.
Total revenues
$7,617,754
2023
Total expenses
$5,415,943
2023
Total assets
$134,932,464
2023
Num. employees
25
2023

Program areas at Utah Heritage Credit Union

Donations to City/County Pageants and Celebrations, Parades and summer activities
Funds for local grade and secondary schools along with local college. Scholarships. Donated funds to Civic activities including Veteran Memorial/Search and Rescue/Adult Services in county/local youth activities.
Humanitarian donations in the area including Hospitals & Patients/Humanitarian Center/Justice Center/Food Pantry

Personnel at Utah Heritage Credit Union

NameTitleCompensation
Donald WatsonChief Executive Officer$146,768
Tami OlsenChief Executive Officer - President$151,218
Emily FauxChief Operating Officer$156,631
Greg SternerClo$139,811
Cheryl CoxVice President Consumer Lending$73,733
...and 1 more key personnel

Financials for Utah Heritage Credit Union

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$0
Investment income and dividends$972,884
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$6,644,870
Total revenues$7,617,754

Form 990s for Utah Heritage Credit Union

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-13990View PDF
2022-122023-05-10990View PDF
2021-122022-05-13990View PDF
2020-122021-06-30990View PDF
2019-122020-08-26990View PDF
...and 10 more Form 990s

Organizations like Utah Heritage Credit Union

OrganizationLocationRevenue
Pacific Horizon Credit UnionSpringville, UT$7,133,810
Kings Peak Credit UnionRoosevelt, UT$3,594,263
Credit Unions Chartered in the State of Utah / Health CareSalt Lake City, UT$2,191,336
Transwest Credit UnionSalt Lake City, UT$9,024,740
Hercules Credit UnionSalt Lake City, UT$2,311,013
Nebo Credit UnionSpringville, UT$7,924,663
Grand County Credit UnionMoab, UT$3,126,486
Freedom Credit UnionProvo, UT$2,977,572
Credit Unions Chartered in the State of Utah San Juan Credit UnionBlanding, UT$2,971,581
Alpine Credit UnionOrem, UT$13,980,342
Data update history
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 10, 2023
Posted financials
Added Form 990 for fiscal year 2022
July 1, 2023
Updated personnel
Identified 2 new personnel
October 16, 2021
Posted financials
Added Form 990 for fiscal year 2020
August 21, 2021
Posted financials
Added Form 990 for fiscal year 2019
Nonprofit Types
Credit unionsChapter / child organizations
Issues
EducationHunger
Characteristics
State / local level
General information
Address
84 W Main PO Box 50
Moroni, UT 84646
County
Sanpete County, UT
Website URL
utahheritagecu.org/ 
Phone
(435) 436-8288
IRS details
EIN
86-0229299
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1969
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
Free account sign-up

Want updates when Utah Heritage Credit Union has new information, or want to find more organizations like Utah Heritage Credit Union?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2024 Nonprofit Metrics LLC
Terms of Service and Privacy Policy