Heritage Financial Credit Union

Heritage Financial Credit Union is a credit union organization in Middletown, New York. Its tax id (EIN) is 14-1348251. It was granted tax-exempt status by IRS in February, 2023. For detailed information such as income and other financial data of Heritage Financial Credit Union, refer to the following table.


Profile of Heritage Financial Credit Union

Organization Name Heritage Financial Credit Union
Tax Id (EIN)14-1348251
Address 25 Rykowski Ln, Middletown, NY 10941-4019
In Care of Name Jamie Carolan
All tax-exempt organizations in zip code 10941
Tax PeriodAssetIncomeRevenue
0$0$0$0
December, 2022$623,273,313$31,450,920$31,237,369
December, 2023$711,994,516$39,528,099$39,441,134
IRS Exempt Status Ruling Date February, 2023
Exempt Status Unconditional Exemption
Deductibility Contributions are not deductible
Tax Exempt Classification Public, Society Benefit – Multipurpose and Other
Tax Exempt Activity Credit Unions
NTEE CodeW61
Foundation Type All organizations except 501(c)(3)
Organization Type Corporation
Organization Classification Credit Union
Affiliation Independent - This organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Primary Return(s) Required to File 990 (all other) or 990EZ return
Private Foundation Filing Requirement No need to 990-PF return
Asset Range Reported on Form 990$50,000,000 to greater
Income Range Reported on Form 990$10,000,000 to 49,999,999
Accounting Period 12