AUMdb

Heartland Credit Union

EIN 370665733 · Public charity · Springfield, IL

Assets
$500M
Revenue
$29.7M
Expenses
$21.9M
Investment income
$6.0M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Thomas Lex President/ceo $383,611 $55,865
Tate Hartman Certified financial planner $211,818 $23,487
Corie Johnston Chief administrative officer $205,366 $36,641
Timothy Torricelli Mortgage loan officer $183,751 $15,267
Katie Patsche Chief lending officer $164,141 $43,545
Elana Fiscus Chief financial officer $155,730 $28,593
Kristen Anello Vp of information systems $142,772 $28,155
David Bretz Chief financial officer $137,033 $20,895
Cris Lust Vp of mortgage lending $129,773 $29,030
Brian Zuber Chief operating officer $108,042 $25,126
Jane Kiel Chairperson $1,840 $0
Mike Workman Board member $1,623 $0
Jay Boor Board member $0 $0
Richard Sgro Secretary/treasurer $0 $0
Amy Oakes Board member $0 $0
Stephen Hewell Board member $0 $0
Steve Trutter Board member $0 $0
Matthew Davlin Vice chairperson $0 $0
Lisa Flynn Board member $0 $0