- Revenue 2022
- $337,165
- Expenses 2022
- $317,708
Program services were 90.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- Street
- 6801 PARKWOOD BLVD 300
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Other organizations at this address
1 other organization in the IRS Business Master File lists the same street address. matched by us
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
-
HEARTLAND CREDIT UNION ASSOCIATION
EIN 47-4430428
Mission and programs · 2022
Mission
THE HEARTLAND CREDIT UNION CHARITABLE FOUNDATION (HCUCF) INVESTS IN AND THROUGH CREDIT UNIONS TO ENHANCE THEIR ABILITY TO SERVE THEIR MEMBERS AND THEIR COMMUNITY.
Activities or mission (Part I)
TO PROMOTE CREDIT UNION DEVELOPMENT THROUGHOUT THE STATES OF MISSOURI AND KANSAS.
-
HCUCF PROVIDES GRANTS, SCHOLARSHIPS AND SERVICES TO SUPPORT THE PROFESSIONAL DEVELOPMENT, CAPACITY BUILDING AND COMMUNITY DEVELOPMENT NEEDS OF CREDIT UNIONS IN MISSOURI AND KANSAS.
Expenses $286,850 · Grants $286,850
-
IN 2023, HEARTLAND CREDIT UNION CHARITABLE FOUNDATION MERGED WITH A LIKE SIZE ORGANIZATION WITH SIMILAR CORE VALUES. THIS OPPORTUNITY WILL DOUBLE THE SIZE OF HEARTLAND CREDIT UNION CHARITABLE FOUNDATION IN BOTH INFRASTRUCTURE AND ASSETS.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2022
As listed in Part VII of the 2022 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Michael DoughertyMICHAEL DOUGHERTY
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Rick NicholsRICK NICHOLS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Jason PeachJASON PEACH
SECRETARY/TREASUER
- Total calculated
- $0
- Hours/week
- 2
-
Linda AllenLINDA ALLEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Deonne ChristensenDEONNE CHRISTENSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Evan WilsonEVAN WILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brenda KliewerBRENDA KLIEWER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ashley BautistaASHLEY BAUTISTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim StrubelJIM STRUBEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jean HughesJEAN HUGHES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dan SpringerDAN SPRINGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Loretta RoneyLORETTA RONEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Brad Douglas FormerBRAD DOUGLAS FORMER
PRESIDENT & CEO
- Total calculated
- $512,472
- From this org
- $0
- From related orgs
- $487,398
- Other
- $25,074
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0 + $35,476 related
- Other
- $0 + $451,922 related
- Deferred
- $0 + $13,333 related
- Nontaxable benefits
- $0 + $11,741 related
- Filer's total
- $0 + $512,472 related
-
Lisa Althoff-SimmonsLISA ALTHOFF-SIMMONS
INTERIM CEO
- Total calculated
- $318,967
- From this org
- $0
- From related orgs
- $280,418
- Other
- $38,549
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $224,418 related
- Bonus
- $0 + $56,000 related
- Other
- $0
- Deferred
- $0 + $8,776 related
- Nontaxable benefits
- $0 + $29,773 related
- Filer's total
- $0 + $318,967 related
-
Andrea RobinsonANDREA ROBINSON
EXC. DIRECTOR OF HCUCF
- Total calculated
- $169,651
- From this org
- $0
- From related orgs
- $145,554
- Other
- $24,097
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $136,547 related
- Bonus
- $0 + $9,007 related
- Other
- $0
- Deferred
- $0 + $11,993 related
- Nontaxable benefits
- $0 + $12,104 related
- Filer's total
- $0 + $169,651 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.
Filings
-
2022
- Revenue
- $337,165
- Expenses
- $317,708
- Contributions
- $184,381
- Grants paid
- $286,850
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $283,228
- Expenses
- $192,360
- Assets (EOY)
- $807,102
-
2020 · 990
- Revenue
- $312,758
- Expenses
- $226,871
- Assets (EOY)
- $768,516
-
2019 · 990
- Revenue
- $284,521
- Expenses
- $192,572
- Assets (EOY)
- $630,449
-
2018 · 990
- Revenue
- $169,789
- Expenses
- $203,584
- Assets (EOY)
- $569,754
-
2017 · 990
- Revenue
- $115,454
- Expenses
- $300,245
- Assets (EOY)
- $549,064
-
2015 · 990
- Revenue
- $172,481
- Expenses
- $111,202
- Assets (EOY)
- $386,776
-
2014 · 990
- Revenue
- $142,877
- Expenses
- $119,237
- Assets (EOY)
- $229,051
-
2013 · 990
- Revenue
- $80,536
- Expenses
- $196,186
- Assets (EOY)
- $105,025
-
2012 · 990
- Revenue
- not reported
- Expenses
- $315,871
- Assets (EOY)
- $221,321
-
2011 · 990
- Revenue
- not reported
- Expenses
- $185,192
- Assets (EOY)
- $492,487
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
$17,000
2022 COMMUNITY DEVELOPMENT GRANT; AND DISASTER RELIEF GRANT
-
$10,729
2022 COMMUNITY & PROFESSIONAL DEVELOPMENT GRANT; DISASTER RELIEF GRANT
-
$10,000
2022 FINANCIAL WELLNESS GRANT
-
$10,000
2022 COMMUNITY DEVELOPMENT GRANT
-
$10,000
2022 COMMUNITY DEVELOPMENT GRANT
-
$9,500
2022 DISASTER RELIEF GRANT
-
$8,399
2022 COMMUNITY DEVELOPMENT GRANT
-
$8,000
2022 DISASTER RELIEF GRANT
-
$6,650
2022 COMMUNITY DEVELOPMENT GRANT
-
$6,000
2022 COMMUNITY DEVELOPMENT GRANT
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2022 return
-
HEARTLAND CREDIT UNION ASSOCIATION
501(C)(6) · SUPPORT FOR MEMBER CREDIT UNIONS · MO
Declared as related by
-
HEARTLAND CREDIT UNION ASSOCIATION
On its 2022 return
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Related corporations and trusts on its 2022 return
-
SHARED FINANCIAL SOLUTIONS INC
C · OPERATIONAL SUPPORT FOR CREDIT UNIONS · MO · 100% owned · share of income $5,847,104 · share of assets $10,474,411
-
CREDIT UNION POLITICAL ACTION COMMITTEE OF MISSOURI
C · PROMOTE CREDIT UNION DEVELOPMENT AND SUPPORTS MISSOURI · MO
-
CREDIT UNION POLITICAL ACTION COMMITTEE OF KANSAS
C · PROMOTE CREDIT UNION DEVELOPMENT AND SUPPORTS KANSAS · KS
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2022, the newest we have parsed for this organization.