NonprofitsHeritage Financial Credit Union

Public & Societal Benefit

Heritage Financial Credit Union

MIDDLETOWN, NY

Total revenue

$43.5M

Total expenses

$44.1M

Net assets

$50.6M

Grants received

EIN

141348251

Tax year

2024

Mission

httpsheritagefcucomaboutwhatmakesusdifferent Credit Union

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$41.4M
Investment income$1.8M
Other revenue$316K
Total revenue$43.5M

Expenses

Grants paid
Salaries & benefits$13.5M
Fundraising
Other expenses$30.6M
Total expenses$44.1M
Total assets$731.0M
Net assets$50.6M

People

29 listed

NameRoleCompensation

MICHAEL CIRIELLO

CEOPresident

Board

$556K

40 hrs/wk

FREDERICK CORNELIUS

EVP

Board

$291K

40 hrs/wk

JONATHAN SHAKELTON

COO

Board

$205K

40 hrs/wk

JULIETTE MCKERRELL

SVP of Commercial

Board

$181K

40 hrs/wk

LUKE DEARMOND

VP of Lending

Board

$171K

40 hrs/wk

JAMIE CAROLAN

VP of Finance

Board

$171K

40 hrs/wk

MARYANN MAIKISCH

VP of HR

Board

$169K

40 hrs/wk

ANGELA MORRILL

AVP of Retail

Board

$139K

40 hrs/wk

MICHAEL DESIENO

AVP of IT

Board

$137K

40 hrs/wk

MARIO GUARNERI

VP of Audit

Board

$136K

40 hrs/wk

GREGORY BECKWITH

AVP of SBO

Board

$130K

40 hrs/wk

CHRISTOPHER HAGAR

AVP of Sales Service

Board

$130K

40 hrs/wk

MICHELLE RODRIGUEZ-SOTO

AVP of Lending Product

Board

$121K

40 hrs/wk

NICOLE BENEDETTO

AVP of CU Operations

Board

$119K

40 hrs/wk

GLENDA SERRANO

Chief of Staff

Board

$113K

40 hrs/wk

RENA D'ANDRAIA

AVP of Marketing

Board

$106K

40 hrs/wk

JILLIAN SEQUIST

AVP of Loan Operations

Board

$97K

40 hrs/wk

KENNETH AFFELDT

Chairperson

Board

0

THOMAS HOUSTON

Vice Chairperson

Board

0

JENNIFER RYAN

Treasurer

Board

0

SANDRA GEROW

Secretary

Board

0

JOHN BOYLE

Director

Board

0

NICHOLAS GIGLIO

Director

Board

0

JOHN NAUMCHIK

Director

Board

0

SAMANTHA PRIMO

MLO II

Staff

$166K

40 hrs/wk

SHAWN SIMMONS

MLO II

Staff

$155K

40 hrs/wk

LINDA BOW

Director of Compliance

Staff

$126K

40 hrs/wk

FABER CARMONA

Director of Lending

Staff

$100K

40 hrs/wk

DANIEL RAPPAPORT

Manager of Real Estate

Staff

$99K

40 hrs/wk

Details

EIN141348251
NTEE codeW61
Subsection14
Ruling date2023-02
Formed1940
Employees228
Volunteers11
HERITAGE FINANCIAL CREDIT UNION — Mission, Financials & Grants Received | Grantivo