Mission
To assist members financial growth and stability by building strong relationships one member at a time.
Public Charity
UTAH HERITAGE CREDIT UNION
UTAH HERITAGE CREDIT UNION is a Public Charity headquartered in MORONI, UT. Financial data from the 2025 filing: $10.4M revenue, $7.6M expenses, $159.7M total assets.
EIN: 860229299
MORONI, UT
Latest filing: 2025
Total Revenue$10.4M
Total Expenses$7.6M
Total Assets$159.7M
Grant Records0
Filing Years2021–2025
Where $100 goes at Utah Heritage Credit Union
How Utah Heritage Credit Union divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$1
Programs
the work itself
$99
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $1 for programs
$1
Funds for local grade and secondary schools along with local college
<$1
Donations to City/County Pageants and Celebrations, Parades and summer activities
<$1
Humanitarian donations in the area including Hospitals & Patients/Humanitarian Center/Justice Center/Food Pantry, Flood Victim Donations in 2024
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
SUPERVISORY COMMITTEE MEMBER
Blake Donaldson
BOARD MEMBER CHAIRMAN
Branch Cox
SUPERVISORY COMMITTEE MEMBER
Carol Blain
SUPERVISORY COMMITTEE MEMBER
Carol Jacobsen
BOARD VICE CHAIRMAN
Casey Anderson
SECRETARY
Claude Pickett
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $10.4M | $7.6M | $159.7M |
| 2024 | $9.2M | $7.0M | $146.7M |
| 2023 | $7.6M | $5.4M | $134.9M |
| 2022 | $5.5M | $4.0M | $119.2M |
| 2021 | $4.8M | $3.6M | $113.7M |
Between 2021 and 2025, reported annual revenue grew from $4.8M to $10.4M (+116%), with total assets most recently reported at $159.7M.
Interactive year-over-year charts and full filing details available with membership.