Tax-exempt organization ยท Files a Form 5500
HERITAGE FINANCIAL CREDIT UNION
25 RYKOWSKI LN, MIDDLETOWN, NY 10941-4019
EIN
14-1348251
Tax-exempt status
501(c)(14) credit union
IRS · 2026-09
Deductibility
Contributions are not deductible
IRS · 2026-09
IRS ruling date
2023-02
IRS · 2026-09
NTEE code
W61
IRS · 2026-09
Latest tax period on file
2024-12
IRS · 2026-09
Revenue (latest 990)
$43,533,935
IRS · 2026-09
Assets (latest 990)
$731,003,926
IRS · 2026-09
Benefit plan 501, 2024 filing
HERITAGE FINANCIAL CREDIT UNION HEALTH & WELFARE BENEFIT PLAN
DOL · 2025-11-28
Participants (start of year)
138
DOL · 2025-11-28
Plan features
code 4A4B4D4E4F4H4L
DOL · 2025-11-28
Plan type
Single-employer plan
DOL · 2025-11-28
Business code (NAICS)
522130
DOL · 2025-11-28
Benefit plan 11, 2024 filing
HERITAGE FINANCIAL CREDIT UNION CAPITAL ACCUMULATION PLAN
DOL · 2025-08-12
Participants (start of year)
159
DOL · 2025-08-12