Western Heritage Credit Union

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a State-chartered credit unions and mutual reserve funds.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,266,718
Expenses
$4,028,987
Net Income
-$762,269
Net Assets
$5,463,326
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,034,836
92.9%
Investment Income $208,184
6.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$61,173
Net Inventory Sales $0
Other Revenue $84,871
2.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $192,208
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $619,848
15.4%
Assets/Debt
Total Assets $65,035,746
Total Liabilities $59,572,420
Net Assets $5,463,326

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,354,414
Expenses
$4,865,699
Net Income
-$511,285
Net Assets
$6,366,426
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,090,987
94.0%
Investment Income $212,936
4.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,772
0.2%
Net Inventory Sales $0
Other Revenue $43,719
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $262,250
5.4%
Professional Fundraising Fees $0
Other Salaries and Wages $811,933
16.7%
Assets/Debt
Total Assets $69,939,815
Total Liabilities $63,573,389
Net Assets $6,366,426
Compensation
Key Employees and Officers Compensation Related Other
Kurt Schmidt (President/Ce) $71,960 $0 $16,600
Jennifer Zanassi (Vp Operation) $71,249 $0 $33,353
Willise See (Vp Member Su) $59,316 $0 $9,772
Mike Freisz (Chairman) $0 $0 $0
Jock Faris (Vice Chairma) $0 $0 $0
Vickie Mattox (Secretary/Tr) $0 $0 $0
Brenda Mcdonald (Director) $0 $0 $0
Becky Maser (Director) $0 $0 $0
Rick Ridenour (Director) $0 $0 $0
Dan Kusek (Director) $0 $0 $0
Sheila Schmeits (Director) $0 $0 $0
Ginny Morris (Accounting M) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,558,847
Expenses
$5,083,795
Net Income
-$524,948
Net Assets
$6,875,528
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,301,923
94.4%
Investment Income $203,867
4.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $19,758
0.4%
Net Inventory Sales $0
Other Revenue $33,299
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $246,674
4.9%
Professional Fundraising Fees $0
Other Salaries and Wages $971,512
19.1%
Assets/Debt
Total Assets $76,058,817
Total Liabilities $69,183,289
Net Assets $6,875,528
Compensation
Key Employees and Officers Compensation Related Other
Kurt Schmidt (President/Ce) $142,799 $0 $10,149
Willise See (Vp Member Su) $54,573 $0 $1,587
Jennifer Zanassi (Vp Operation) $19,279 $0 $7,202
Helen Dafney (Vp Operation) $9,247 $0 $1,838
Mike Freisz (Chairman) $0 $0 $0
Jock Faris (Vice Chairma) $0 $0 $0
Vickie Mattox (Secretary/Tr) $0 $0 $0
Brenda Mcdonald (Director) $0 $0 $0
Tim Mills (Director) $0 $0 $0
Rick Ridenour (Director) $0 $0 $0
Dan Kusek (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,359,575
Expenses
$4,172,223
Net Income
$187,352
Net Assets
$7,380,452
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,912,453
89.7%
Investment Income $373,585
8.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $56,694
1.3%
Net Inventory Sales $0
Other Revenue $16,843
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $414,448
9.9%
Professional Fundraising Fees $0
Other Salaries and Wages $886,762
21.3%
Assets/Debt
Total Assets $79,436,866
Total Liabilities $72,056,414
Net Assets $7,380,452
Compensation
Key Employees and Officers Compensation Related Other
Kurt Schmidt (President/Ce) $147,541 $0 $29,629
Helen Dafney (Vp Operation) $96,320 $0 $12,955
Cindy Brown (Vp Finance) $68,661 $0 $2,459
Willise See (Vp Member Su) $40,363 $0 $791
Sherrye Belford (Vp Finance) $15,414 $0 $315
Mike Freisz (Chairman) $0 $0 $0
Jock Faris (Vice Chairma) $0 $0 $0
Vickie Mattox (Secretary/Tr) $0 $0 $0
Dan Kusek (Director) $0 $0 $0
Rick Ridenour (Director) $0 $0 $0
Tim Mills (Director) $0 $0 $0
Brenda Mcdonald (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,881,390
Expenses
$3,609,847
Net Income
$271,543
Net Assets
$7,155,620
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,373,279
86.9%
Investment Income $487,255
12.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $20,856
0.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $191,817
5.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,128,901
31.3%
Assets/Debt
Total Assets $82,152,798
Total Liabilities $74,997,178
Net Assets $7,155,620
Compensation
Key Employees and Officers Compensation Related Other
Kurtis Schmidt (Ceo) $103,421 $0 $0
Sherrye Belford (Vice President Finance) $60,133 $0 $0
Wendy Fritzler (Director) $0 $0 $0
Bradford Gering (Director) $0 $0 $0
Richard Kleager (Director) $0 $0 $0
Lance Mc Claren (Director) $0 $0 $0
Cyndi Richardson (Director) $0 $0 $0
Steve Kloch (Director) $0 $0 $0
Tim Mills (Director) $0 $0 $0
Brenda Mc Donald (Director) $0 $0 $0
Vickie Mattox (Director) $0 $0 $0
Mike Friesz (Director) $0 $0 $0
Dan Kusek (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,773,828
Expenses
$3,535,746
Net Income
$238,082
Net Assets
$71,631,854
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,167,818
57.4%
Investment Income $366,572
9.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $133,156
3.5%
Net Inventory Sales $0
Other Revenue $1,106,282
29.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $51,692
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,242,622
35.1%
Assets/Debt
Total Assets $72,683,282
Total Liabilities $1,051,428
Net Assets $71,631,854
Compensation
Key Employees and Officers Compensation Related Other
Rebecca Reed (Ceo) $46,890 $0 $0
Cyndi Richardson (Director) $0 $0 $0
Lance Mcclaren (Director) $0 $0 $0
Richard Kleager (Director) $0 $0 $0
Steve Kloch (Director) $0 $0 $0
Wendy Fritzler (Director) $0 $0 $0
Michael Friesz (Director) $0 $0 $0
Bradford Gering (Director) $0 $0 $0
Tim Mills (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,994,318
Expenses
$3,753,096
Net Income
$241,222
Net Assets
$72,376,619
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,332,161
58.4%
Investment Income $405,044
10.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $7,875
0.2%
Net Fundraising $0
Sales of Assets $178,507
4.5%
Net Inventory Sales $0
Other Revenue $1,070,731
26.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $103,717
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,200,373
32.0%
Assets/Debt
Total Assets $72,916,641
Total Liabilities $540,022
Net Assets $72,376,619

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,084,228
Expenses
$3,823,449
Net Income
$260,779
Net Assets
$71,272,164
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,619,314
64.1%
Investment Income $439,802
10.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $8,050
0.2%
Net Fundraising $0
Sales of Assets $136
0.0%
Net Inventory Sales $0
Other Revenue $1,016,926
24.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $98,660
2.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,131,922
29.6%
Assets/Debt
Total Assets $71,896,315
Total Liabilities $624,151
Net Assets $71,272,164

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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