Heritage Financial Credit Union
EIN 141348251 · 501(c)(14) · Public charity · Middletown, NY · recognized 2023
- Assets
- $731M
- Revenue
- $43.5M
- Expenses
- $44.1M
- Investment income
- $1.8M
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
None reported.
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Michael Ciriello | Ceopresident | $556,348 | $37,731 |
| Frederick Cornelius | Evp | $290,979 | $31,149 |
| Jonathan Shakelton | Coo | $204,882 | $18,984 |
| Juliette Mckerrell | Svp of commercial | $180,691 | $14,541 |
| Luke Dearmond | Vp of lending | $171,134 | $15,922 |
| Jamie Carolan | Vp of finance | $170,825 | $5,012 |
| Maryann Maikisch | Vp of hr | $169,033 | $17,569 |
| Samantha Primo | Mlo ii | $165,565 | $8,804 |
| Shawn Simmons | Mlo ii | $154,569 | $20,379 |
| Angela Morrill | Avp of retail | $138,510 | $7,461 |
| Michael Desieno | Avp of it | $137,121 | $28,532 |
| Mario Guarneri | Vp of audit | $135,783 | $3,075 |
| Gregory Beckwith | Avp of sbo | $129,635 | $0 |
| Christopher Hagar | Avp of sales service | $129,608 | $6,320 |
| Linda Bow | Director of compliance | $125,819 | $15,137 |
| Michelle Rodriguez Soto | Avp of lending product | $120,950 | $3,216 |
| Nicole Benedetto | Avp of cu operations | $118,793 | $11,325 |
| Glenda Serrano | Chief of staff | $112,821 | $6,128 |
| Rena D'andraia | Avp of marketing | $105,657 | $25,890 |
| Faber Carmona | Director of lending | $99,909 | $21,907 |
| Daniel Rappaport | Manager of real estate | $99,336 | $12,512 |
| Jillian Sequist | Avp of loan operations | $96,786 | $8,128 |
| Kenneth Affeldt | Chairperson | $0 | $0 |
| Thomas Houston | Vice chairperson | $0 | $0 |
| Jennifer Ryan | Treasurer | $0 | $0 |
| Sandra Gerow | Secretary | $0 | $0 |
| John Boyle | Director | $0 | $0 |
| Nicholas Giglio | Director | $0 | $0 |
| John Naumchik | Director | $0 | $0 |