Public Charity

HERITAGE COMMUNITY CREDIT UNION

HERITAGE COMMUNITY CREDIT UNION is a Public Charity headquartered in RANCHO CORDOVA, CA. Financial data from the 2024 filing: $16.5M revenue, $14.6M expenses, $268.1M total assets. IRS filings disclose 1 grants awarded by this foundation, totaling roughly $8K.

EIN: 941289802 RANCHO CORDOVA, CA Latest filing: 2024
Total Revenue$16.5M
Total Expenses$14.6M
Total Assets$268.1M
Grants Given1
Grant Total$8K
Filing Years2020–2024

Mission

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.

Sample Grants Given

FOLSOM, CA · 2022
TO ASSIST IN PROMOTING THE CIVIC, BUSINESS AND ECONOMIC WELL BEING AND GENERAL WELL BEING OF THE FOLSOM AREA.
$7,535

Showing up to 5 of 1 total records — full history available with membership.

Officers & Directors

TREASURER Allan F Wisnicky
CHAIRPERSON Bobbi K Beehler
VP INFORMATION TECHNOLOGY Chad Suggs
CLO Christine Haroldson
VP MEMBER SERVICES Craig Engstrom
PRESIDENT/CEO Ed Turk

Officer compensation and complete director data available with membership.

Top Grant Purposes

TO ASSIST IN PROMOTING THE CIVIC, BUSINESS AND ECONOMIC WELL BEING AND GENERAL WELL BEING OF THE FOLSOM AREA.
$7,535 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $16.5M $14.6M $268.1M
2023 $12.1M $11.2M $273.0M
2022 $9.1M $8.6M $266.0M
2021 $8.7M $7.6M $249.0M
2020 $9.6M $9.6M $237.1M

Between 2020 and 2024, reported annual revenue grew from $9.6M to $16.5M (+72%), with total assets most recently reported at $268.1M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA.

CA

Full geographic grant map with state-by-state breakdown available with membership.

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