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HEARTLAND CREDIT UNION

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Public IRS 990 nonprofit record

HEARTLAND CREDIT UNION

EIN 37-0665733

What they do

to ASSISTS OUR MEMBERS IN THE MANAGEMENT of THEIR FINANCIAL WELL-BEING BY PROVIDING LOANS, SAVINGS ACCOUNTS and OTHER FINANCIAL SERVICES IN A FRIENDLY and PROFESSIONAL MANNER.

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders19 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$71.25spent for every $100 of revenueRevenue covered expenses this year.
$23.23in assets for every $1 spent this yearSome assets cannot be spent right away.

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  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $461,192 for THOMAS LEX (PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$33,526,380
Expenses$23,887,953
Annual surplus $9,638,427 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$33,526,380
Expenses$23,887,953
Assets$554,822,986
Accounting fees$138,066
People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
THOMAS LEXPRESIDENT/CEO · 50 hrs/week $461,192Base $403,552 · Other $57,640
TATE HARTMANCERTIFIED FINANCIAL PLANNER · 50 hrs/week $297,624Base $265,412 · Other $32,212
KATIE PATSCHECHIEF LENDING OFFICER · 50 hrs/week $227,348Base $181,064 · Other $46,284
CORIE JOHNSTONCHIEF ADMINISTRATIVE OFFICER · 50 hrs/week $215,301Base $178,650 · Other $36,651
KRISTEN ANELLOVP OF INFORMATION SYSTEMS · 50 hrs/week $209,101Base $179,985 · Other $29,116
TIMOTHY TORRICELLIMORTGAGE LOAN OFFICER · 50 hrs/week $201,053Base $185,824 · Other $15,229
CRIS LUSTVP OF MORTGAGE LENDING · 50 hrs/week $171,419Base $140,617 · Other $30,802
ELANA FISCUSCHIEF FINANCIAL OFFICER · 50 hrs/week $169,100Base $154,831 · Other $14,269
THERESA SANERTVP OF PROJECT MANAGEMENT · 50 hrs/week $123,778Base $104,312 · Other $19,466
PATRICK SMITHCHIEF FINANCIAL OFFICER · 50 hrs/week $46,332Base $38,650 · Other $7,682
JANE KIELCHAIRPERSON · 2 hrs/week $3,293
MIKE WORKMANBOARD MEMBER · 2 hrs/week $2,206

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (19)

THOMAS LEXPRESIDENT/CEO

TATE HARTMANCERTIFIED FINANCIAL PLANNER

KATIE PATSCHECHIEF LENDING OFFICER

CORIE JOHNSTONCHIEF ADMINISTRATIVE OFFICER

KRISTEN ANELLOVP OF INFORMATION SYSTEMS

TIMOTHY TORRICELLIMORTGAGE LOAN OFFICER

CRIS LUSTVP OF MORTGAGE LENDING

ELANA FISCUSCHIEF FINANCIAL OFFICER

THERESA SANERTVP OF PROJECT MANAGEMENT

PATRICK SMITHCHIEF FINANCIAL OFFICER

JANE KIELCHAIRPERSON

MIKE WORKMANBOARD MEMBER

STEPHEN HEWELLBOARD MEMBER

LISA FLYNNBOARD MEMBER

MATTHEW DAVLINVICE CHAIRPERSON

STEVE TRUTTERBOARD MEMBER

RICHARD SGROSECRETARY/TREASURER

JAY BOORBOARD MEMBER

AMY OAKESBOARD MEMBER

About this charity

Location
2213 West White Oaks Drive, Springfield, IL 62704
County
Sangamon
In care of
Patrick Smith
Primary officer
Patrick Smith, CFO

How to reach them

Filing and classification

Latest tax year
2025
Tax period began
January 1, 2025
Return type
990

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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