2026-05-13T11:45:57-07:00 2025-12-31 990 2025-01-01 860229299 UTAH HERITAGE CREDIT UNION UTAH 4354368288 84 WEST MAIN PO BOX 50 MORONI UT 84646 Tami Olsen CEO - President 4354368288 2026-05-13 2025 2025-03-06 01:10:19Z TAMI OLSEN 84 WEST MAIN PO BOX 50 MORONI UT 84646 10352449 0 X www.utahheritagecu.org X 1969 UT To assist member's financial growth and stability by building strong relationships one member at a time. 5 5 27 9 0 0 0 0 0 0 1302230 1403863 7927404 8948586 9229634 10352449 0 0 0 0 1993192 2171612 0 0 0 4963548 5446331 6956740 7617943 2272894 2734506 146741659 159744705 130234916 140503456 16506743 19241249 To assist members financial growth and stability by building strong relationships one member at a time. 0 0 2450 Donations to City/County Pageants and Celebrations, Parades and summer activities 1646 Humanitarian donations in the area including Hospitals & Patients/Humanitarian Center/Justice Center/Food Pantry, Flood Victim Donations in 2024 3302 Funds for local grade and secondary schools along with local college. Scholarships. Donated funds to Civic activities including Veteran Memorial/Search and Rescue/Adult Services in county/local youth activities. 0 0 0 7398 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 27 1 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 1 1 1 1 1 1 0 1 1 1 1 1 1 1 0 0 UT X TAMI OLSEN 4354368288 84 WEST MAIN PO BOX 50 MORONI UT 84646 GREG STERNER CLO 40 0 X X X 205697 0 0 EMILY FAUX COO 40 0 X X 197498 0 0 TAMI OLSEN CEO 40 0 X X 190994 0 0 SUSAN LARSEN BOARD MEMBER 0 0 X 0 0 0 JEFF ANDERSON BOARD MEMBER 0 0 X 0 0 0 CLAUDE PICKETT SECRETARY 0 0 X 0 0 0 BRANCH COX BOARD MEMBER CHAIRMAN 0 0 X 0 0 0 CASEY ANDERSON BOARD VICE CHAIRMAN 0 0 X 0 0 0 CAROL BLAIN SUPERVISORY COMMITTEE MEMBER 0 0 X 0 0 0 CAROL JACOBSEN SUPERVISORY COMMITTEE MEMBER 0 0 X 0 0 0 BLAKE DONALDSON SUPERVISORY COMMITTEE MEMBER 0 0 X 0 0 0 JEREMY MADSEN SUPERVISORY COMMITTEE MEMBER 0 0 X 0 0 0 594189 0 0 3 0 1 0 0 0 0 1403863 1403863 0 0 0 0 0 0 0 0 0 0 0 0 0 0 INTEREST INCOME 522130 7966537 7966537 0 0 FEE INCOME 522130 918659 918659 0 0 OTHER INCOME 522130 63390 63390 0 0 0 0 0 0 8948586 10352449 10352449 0 0 0 0 0 0 0 0 0 0 594189 594189 0 0 0 0 0 733360 0 733360 0 58025 0 58025 0 658129 0 658129 0 127909 0 127909 0 0 0 0 0 10304 0 10304 0 49182 0 49182 0 0 0 0 0 0 0 0 0 0 0 296861 0 296861 0 55743 7398 48345 0 253221 0 253221 0 0 0 0 0 0 0 0 0 203397 0 203397 0 13565 0 13565 0 0 0 0 0 0 0 0 0 58 0 58 0 0 0 0 0 211410 0 211410 0 27861 0 27861 DIVIDENDS TO MEMBERS, BANK FEES, STMT PROCESSING 4324729 0 4324729 0 7617943 7398 7610545 0 991537 1834234 106249338 109718747 185504 257194 8145153 3022829 2132109 5122324 33633027 40457260 3550144 2354946 146741659 159744705 767700 743828 129467216 139759628 130234916 140503456 X 0 0 0 0 16506743 19241249 16506743 19241249 146741659 159744705 2734506 0 0 0 0 0 X 1 X 1 X 1 0 0 250081 250081 0 5395479 1268129 4127350 0 0 0 0 0 2499593 1754700 744893 0 0 0 0 5122324 40457260 C 0 40457260 MEMBER SHARES & CERTIFICATES 139759628 139759628 10352449 0 0 0 0 0 10352449 0 0 0 10352449 7617943 0 0 0 0 0 7617943 0 0 0 7617943 0 0 0 EMILY FAUX COO 197498 0 0 0 0 0 0 0 0 0 197498 0 0 0 GREG STERNER CLO 205697 0 0 0 0 0 0 0 0 0 205697 0 0 0 TAMI OLSEN CEO 190994 0 0 0 0 0 0 0 0 0 190994 0 0 0 BRANCH COX BOARD MEMBER HOME MORTGAGE X 87399 54036 0 1 1 CLAUDE PICKETT BOARD MEMBER CREDIT CARD X 8400 7228 0 1 1 CASEY ANDERSON BOARD MEMBER CREDIT CARD X 5000 196 0 1 1 CAROL JACOBSEN BOARD MEMBER HOME CONSTRUCTION LOAN & VEHICLE X 230000 193835 0 1 1 JEREMY MADSEN SUPERVISORY COMMITTEE HELOC X 63670 58378 0 1 1 EMILY FAUX COO RELOC CC X 65000 37758 0 1 1 351431 Form 990, Part VI, Section A, Line 2 STEPFATHER Form 990, Part VI, Section A, Line 6 CREDIT UNION IS COMPRISED OF MEMBERSHIP IN SANPETE AND SEVIER COUNTIES WITHIN THE STATE OF UTAH. Form 990, Part VI, Section A, Line 7a MEMBERS MEET ANNUALLY IN FEBRUARY TO ELECT BOARD MEMBERS FOR THE STATE CHARTERED CREDIT UNION. Form 990, Part VI, Section A, Line 7b ALL LOANS EXTENDED TO BOARD MEMBERS, OFFICERS AND SUPERVISORY COMMITTEE MEMBERS MUST BE APPROVED BY THE BOARD OF DIRECTORS OF THE CREDIT UNION. Form 990, Part VI, Section A, Line 9 JEFF ANDERSON 554 W 30 S MANTI, UT 84642; SUSAN LARSEN 255 N 100 E EPHRAIM, UT 84627; CLAUDE PICKETT 100 S 300 E EPRHAIM, UT 84627; BRANCH COX PO BOX 370 FAIRVIEW, UT 84629; CASEY ANDERSON PO BOX 358 FAIRVIEW, UT 84629; CAROL BLAIN PO BOX 365 SPRING CITY, UT 84662; CAROL JACOBSEN 487 E 500 N EPHRAIM UT 84627; BLAKE DONALDSON 435 WEST 100 SOUTH GUNNISON, UT 84634; JEREMY MADSEN 55 N 300 E FAIRVIEW, UT 84629 Form 990, Part VI, Section B, Line 11b FORM EMAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW/APPROVAL. Form 990, Part VI, Section B, Line 12c EMPLOYEE ACCOUNTS AND RELATED PARTY ACCOUNTS ARE RESTRICTED AND AUDITED ANNUALLY FOR TRANSACTION AND FILE MAINTENANCE ACTIVITY. Form 990, Part VI, Section B, Line 15 ANNUALLY THE BOARD REVIEWS AND DETERMINES THE COMPENSATION FOR THE CEO. Form 990, Part VI, Section C, Line 19 AVAILABLE ANYTIME UPON REQUEST