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HERITAGE FINANCIAL CREDIT UNION

MIDDLETOWN, New York, 10941

EIN: 14-1348251

Public, Society Benefit - Multipurpose and Other

DEMOGRAPHIC

ADDRESS
25 RYKOWSKI LN
10941
COUNTY
orange county, NY
IN CARE OF NAME
JAMIE CAROLAN

ORGANIZATIONAL OVERVIEW & RANKINGS

HERITAGE FINANCIAL CREDIT UNION is a based in MIDDLETOWN, NY, focused on Public, Society Benefit - Multipurpose and Other causes , specifically Credit Unions. Established in February 2023, it operates as an independent corporation and contributions are not tax-deductible .

With total assets of $711,994,516.00, this ranks 1,912 among 2,656,690 nonprofits nationally (Top 1%), demonstrating exceptional financial capacity relative to its peers. At the state level, it stands at 165 out of 159,053 organizations in NY (Top 1%).

In orange county, NY, the organization ranks 1 out of 2,858 nonprofits by assets (Top 1%), while locally in middletown, it stands at 1 among 359 organizations (Top 1%).

The organization reported annual revenue of $39,441,134.00, ranking 10,234 nationally (Top 1%) and 1,056 in NY (Top 1%).

Within its specific NTEE classification (W61 - W: Public, Society Benefit - Multipurpose and Other), which includes 211 similar organizations, HERITAGE FINANCIAL CREDIT UNION ranks 44 in assets (Top 17%) and 40 in revenue (Top 15%).

The organization files a 990 (all other) or 990EZ return and operates on a November fiscal year.

CLASSIFICATION

ORGANIZATION CODE
1: Corporation
DEDUCTIBILITY CODE
2: Contributions are not deductible
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
Credit Union
ACTIVITY CODES
N/A
NTEE COMMON CODE
W: Public, Society Benefit - Multipurpose and Other
NTEE CODE
W61: Credit Unions
FOUNDATION CODE
N/A
EXEMPT ORGANIZATION STATUS CODE
N/A

FINANCIALS

TAX PERIOD
12/2023
ACCOUNTING PERIOD
12
INCOME CODE
8: $10,000,000 to $49,999,999
INCOME AMOUNT
$39,528,099.00
FORM 990 REVENUE AMOUNT
$39,441,134.00
RULING DATE
02/2023
ASSET CODE
9: $50,000,000 to greater
ASSET AMOUNT
$711,994,516.00
FILING REQUIREMENT CODE
990 (all other) or 990EZ return
PF FILING REQUIREMENT CODE
No 990-PF return

Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.

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