Skip to content
Nonprofiteer
← All organizations

HEARTLAND CREDIT UNION CHARITABLE FOUNDATION INC

EIN 43-1896922 PLANO, TX

Browse the largest nonprofits in Texas

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.

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 Dougherty

    CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Rick Nichols

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Jason Peach

    SECRETARY/TREASUER

    Total calculated
    $0
    Hours/week
    2
  • Linda Allen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Deonne Christensen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Evan Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Brenda Kliewer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ashley Bautista

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jim Strubel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jean Hughes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dan Springer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Loretta Roney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Brad 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-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 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

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

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

Declared as related by

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.