Heritage Financial Credit Union
Middletown, New York
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Good
How This Organization Compares
Compared to 9 peers in Public & Societal Benefit with $10M-$100M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
3 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $39,441,134↑26% | $35,817,586↑37% | $711,994,516↑14% | |
| 2022 | $31,237,369↑14% | $26,151,580↑11% | $623,273,313↑17% | — |
| 2021 | $27,512,989 | $23,510,176 | $534,877,422 | — |
Frequently Asked Questions
What does Heritage Financial Credit Union do?▼
Heritage Financial Credit Union is a public & societal benefit nonprofit organization based in New York. It is classified under NTEE code W61 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Heritage Financial Credit Union financially healthy?▼
Based on our 9-metric Financial Health Score model, Heritage Financial Credit Union has a score of 68/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.
How much revenue does Heritage Financial Credit Union generate?▼
Heritage Financial Credit Union reports $43.5M in annual revenue and holds $731.0M in total assets, based on IRS filings.
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