84
Heritage Financial Credit Union
Public Benefit · Middletown, New York
25 Rykowski Ln, Middletown, NY 10941-4019
EIN: 141348251· Founded: Feb 2023· 3 years active· Filing Year: 2023
Annual Revenue
$39.4M
Total Expenses
$35.8M
Total Assets
$712.0M
Program Spending
101%
of expenses go to programs
Compensation & Payroll
Total Officer Compensation
$4.0M
11.1% of total expenses
All officers, directors, and key employees combined
Other Salaries & Wages
$7.0M
Total Payroll
$11.0M
31% of total expenses
Where the Money Goes
100%
Programs: 100%
Payroll: 31%
Other overhead: -1%
Program Revenue$36.1M (91%)
Total Expenses$35.8M (91%)
Payroll$11.0M (31%)
Overhead (non-program)-1%
Trust Score Breakdown
Program Spending Ratio
101% of expenses go to programs
Revenue & Stability
$39.4M annual revenue
Executive Compensation
$4.0M total officer comp (11.1% of expenses)
Filing Recency
Most recent filing: 2023
Asset Strength
$712.0M in assets
Data from IRS Form 990 filing (2023). Trust scores are calculated from public financial data and do not constitute endorsement or investment advice.