Mission
https://heritagefcu.com/about/what-makes-us-different
Public Charity
Heritage Financial Credit Union
Heritage Financial Credit Union is a Public Charity headquartered in Middletown, NY. Financial data from the 2024 filing: $43.5M revenue, $44.1M expenses, $731.0M total assets.
EIN: 141348251
Middletown, NY
Credit Unions
NTEE: W61
Latest filing: 2024
Total Revenue$43.5M
Total Expenses$44.1M
Total Assets$731.0M
Grant Records0
Filing Years2021–2024
Officers & Directors
AVP of Retail
Angela Morrill
AVP of Sales Service
Christopher Hagar
Manager of Real Estate
Daniel Rappaport
Director of Lending
Faber Carmona
EVP
Frederick Cornelius
Chief of Staff
Glenda Serrano
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $43.5M | $44.1M | $731.0M |
| 2023 | $39.4M | $35.8M | $712.0M |
| 2022 | $31.2M | $26.2M | $623.3M |
| 2021 | $27.5M | $23.5M | $534.9M |
Between 2021 and 2024, reported annual revenue grew from $27.5M to $43.5M (+58%), with total assets most recently reported at $731.0M.
Interactive year-over-year charts and full filing details available with membership.