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HEARTLAND CREDIT UNION ASSOCIATION

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Public IRS 990 nonprofit record

HEARTLAND CREDIT UNION ASSOCIATION

EIN 47-4430428

What they do

VOLUNTARY, COOPERATIVE, NON-PROFIT LEAGUE of CREDIT UNIONS for THE PURPOSE of PROVIDING EDUCATIONAL SERVICES and PUBLICATIONS to MEMBER CREDIT UNIONS.

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 2022The report may be old. Ask for a newer one.

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

They name their leaders20 people are listed in the latest report.

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

Money made simple

$109.89spent for every $100 of revenueSpending was higher than revenue this year.

Ask these three easy questions

  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.

Worth asking: Expenses exceeded revenue by $414,665 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $41,469 for AMY MCLARD (EXC. DIRECTOR OF LEGAL AFFAIRS). 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 2022

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$4,192,078
Expenses$4,606,743
Annual shortfall $414,665 Expenses were higher than revenue for this filing year.
See all reported dollar amounts
Revenue$4,192,078
Expenses$4,606,743
Stocks and bonds$4,541,136
Accounting fees$24,741
Investing fees$28,481
People

Leadership and board

Tax year 2022

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

People reported as paid

Person and titleCompensation
AMY MCLARDEXC. DIRECTOR OF LEGAL AFFAIRS · 40 hrs/week $41,469Base · Other $41,469
LISA ALTHOFF-SIMMONSINTERIM CEO · 32 hrs/week $38,549Base · Other $38,549
TIMOTHY LOVELESSREGIONAL DIRECTOR · 20 hrs/week $26,063Base · Other $26,063
BRAD DOUGLASPRESIDENT & CEO · 24 hrs/week $25,074Base · Other $25,074
ANDREA ROBINSONEXECUTIVE DIRECTOR - HCUCF · 40 hrs/week $24,097Base · Other $24,097
MARK HOHENSTEINDIRECTOR OF BUSINESS RELATIONS $22,329Base · Other $22,329
SUSAN DYERVICE PRESIDENT OF ENGAGEMENT · 34 hrs/week $20,543Base · Other $20,543
BELINDA MUCKDIRECTOR OF FINANCE · 20 hrs/week $20,396Base · Other $20,396
PAT BEHNENEXECUTIVE DIRECTOR · 24 hrs/week $12,186Base · Other $12,186
IAN DUNLAPEXECUTIVE DIRECTOR · 40 hrs/week $11,604Base · Other $11,604

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 (20)

AMY MCLARDEXC. DIRECTOR OF LEGAL AFFAIRS

LISA ALTHOFF-SIMMONSINTERIM CEO

TIMOTHY LOVELESSREGIONAL DIRECTOR

BRAD DOUGLASPRESIDENT & CEO

ANDREA ROBINSONEXECUTIVE DIRECTOR - HCUCF

MARK HOHENSTEINDIRECTOR OF BUSINESS RELATIONS

SUSAN DYERVICE PRESIDENT OF ENGAGEMENT

BELINDA MUCKDIRECTOR OF FINANCE

PAT BEHNENEXECUTIVE DIRECTOR

IAN DUNLAPEXECUTIVE DIRECTOR

BOB MCKAYDIRECTOR

BRENDA KLIEWERSECRETARY/TREASURER

DOUG CHEATUMDIRECTOR

JAMES NASTARSCHAIR

JASON PEACHDIRECTOR

JAY NEATHERYDIRECTOR

JUDY HADSALLDIRECTOR

BOB MAYESDIRECTOR

RICK NICHOLSVICE CHAIR

STACY MONTGOMERYDIRECTOR

About this charity

Location
6801 PARKWOOD BLVD 300, PLANO, TX 75024
County
Collin
In care of
LISA ALTHOFF SIMMONS
Primary officer
LISA ALTHOFF SIMMONS, INTERIM CEO

How to reach them

Filing and classification

Latest tax year
2022
Tax period began
January 1, 2022
Return type
990
Tax preparer
TURNER WARREN HWANG & CONRAD ACCTCY

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

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