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HEARTLAND CREDIT UNION ASSOCIATION

EIN 47-4430428 PLANO, TX

Browse the largest nonprofits in Texas

Revenue 2022
$4,192,078
Expenses 2022
$4,606,743

As filed

Subsection
06
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

VOLUNTARY, COOPERATIVE, NON-PROFIT LEAGUE OF CREDIT UNIONS FOR THE PURPOSE OF PROVIDING EDUCATIONAL SERVICES AND PUBLICATIONS TO MEMBER CREDIT UNIONS.

Activities or mission (Part I)

TO ENHANCE THE ABILITY OF CREDIT UNIONS TO SUCCESSFULLY MEET THE NEEDS OF THEIR MEMBERS.

  • MEETINGS, PUBLICATIONS, EDUCATIONAL SEMINARS FOR MEMBERS TO FURTHER THE EDUCATION AND UNDERSTANDING OF CREDIT UNIONS.

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.

  • James Nastars

    CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Rick Nichols

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Brenda Kliewer

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Jay Neathery

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Judy Hadsall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jason Peach

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Bob McKay

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Stacy Montgomery

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Doug Cheatum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Bob Mayes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Brad Douglas

    PRESIDENT & CEO

    Total calculated
    $512,472
    From this org
    $0
    From related orgs
    $487,398
    Other
    $25,074
    Hours/week
    24 + 16 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
    32 + 2 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
  • Amy McLard

    EXC. DIRECTOR OF LEGAL AFFAIRS

    Total calculated
    $233,784
    From this org
    $0
    From related orgs
    $192,315
    Other
    $41,469
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $182,929 related
    Bonus
    $0 + $9,386 related
    Other
    $0
    Deferred
    $0 + $12,563 related
    Nontaxable benefits
    $0 + $28,906 related
    Filer's total
    $0 + $233,784 related
  • Susan Dyer

    VICE PRESIDENT OF ENGAGEMENT

    Total calculated
    $193,721
    From this org
    $0
    From related orgs
    $173,178
    Other
    $20,543
    Hours/week
    34 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $164,078 related
    Bonus
    $0 + $9,100 related
    Other
    $0
    Deferred
    $0 + $9,557 related
    Nontaxable benefits
    $0 + $10,986 related
    Filer's total
    $0 + $193,721 related
  • Andrea Robinson

    EXECUTIVE DIRECTOR - HCUCF

    Total calculated
    $169,651
    From this org
    $0
    From related orgs
    $145,554
    Other
    $24,097
    Hours/week
    40 + 6 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
  • Belinda Muck

    DIRECTOR OF FINANCE

    Total calculated
    $161,543
    From this org
    $0
    From related orgs
    $141,147
    Other
    $20,396
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $133,096 related
    Bonus
    $0 + $8,051 related
    Other
    $0
    Deferred
    $0 + $9,292 related
    Nontaxable benefits
    $0 + $11,104 related
    Filer's total
    $0 + $161,543 related
  • Mark Hohenstein

    DIRECTOR OF BUSINESS RELATIONS

    Total calculated
    $131,216
    From this org
    $0
    From related orgs
    $108,887
    Other
    $22,329
    Hours/week
    0 + 40 related
  • Ian Dunlap

    EXECUTIVE DIRECTOR

    Total calculated
    $119,658
    From this org
    $0
    From related orgs
    $108,054
    Other
    $11,604
    Hours/week
    40
  • Pat Behnen

    EXECUTIVE DIRECTOR

    Total calculated
    $117,590
    From this org
    $0
    From related orgs
    $105,404
    Other
    $12,186
    Hours/week
    24 + 16 related
  • Timothy Loveless

    REGIONAL DIRECTOR

    Total calculated
    $217,050
    From this org
    $0
    From related orgs
    $190,987
    Other
    $26,063
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $171,865 related
    Bonus
    $0 + $19,122 related
    Other
    $0
    Deferred
    $0 + $13,130 related
    Nontaxable benefits
    $0 + $12,933 related
    Filer's total
    $0 + $217,050 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
    $4,192,078
    Expenses
    $4,606,743
    Contributions
    $0
    Grants paid
    $0

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
    $4,005,798
    Expenses
    $3,487,795
    Assets (EOY)
    $10,336,481
  • 2020 · 990

    Revenue
    $3,321,434
    Expenses
    $3,579,867
    Assets (EOY)
    $9,478,994
  • 2019 · 990

    Revenue
    $3,929,382
    Expenses
    $4,076,565
    Assets (EOY)
    $9,657,913
  • 2018 · 990

    Revenue
    $3,069,828
    Expenses
    $3,145,144
    Assets (EOY)
    $9,241,800
  • 2017 · 990

    Revenue
    $3,087,986
    Expenses
    $3,000,210
    Assets (EOY)
    $12,663,393
  • 2016 · 990

    Revenue
    $3,018,798
    Expenses
    $2,747,791
    Assets (EOY)
    $12,647,652

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.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

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

    C · OPERATIONAL SUPPORT FOR CREDIT UNION · KS · 100% owned · share of income $5,847,104 · share of assets $10,474,411 · controlled entity

  • CREDIT UNION POLITICAL ACTION COMMITTEE OF MISSORI

    C · PROMOTE CREDIT UNION DEVELOPMENT AND SUPPORT MISSOURI · MO

  • CREDIT UNION POLITICAL ACTION COMMITTEE OF KANSAS

    C · PROMOTE CREDIT UNION DEVELOPMENT AND SUPPORT 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.