Non-Profit Spending Reports

Heartland Credit Union

Springfield, IL · EIN 37-0665733 · Rank 13,621 by total revenue

To assists our members in the management of their financial well-being by providing loans, savings accounts and other financial services in a friendly and professional manner.

Money, Form 990 for tax year 2025

Total revenue
$33,526,380
Total expenses
$23,887,953
Total assets
$554,822,986
Salary base (all salaries and wages)
$5,817,444
Salaries, other pay and benefits
$6,992,011
Employees
99
Salary base per employee
$58,762

"Salary base" is Form 990 Part IX lines 5 to 7. "Employees" is everyone who got a W-2 that year, full or part time. Form 990-EZ and 990-PF report pay differently; see About the data.

Leadership (14)

NameTitleRole Hours/weekTotal pay
Thomas LexPRESIDENT/CEOOfficer 50 $461,192
Elana FiscusCHIEF FINANCIAL OFFICEROfficer 50 $169,100
Patrick SmithCHIEF FINANCIAL OFFICEROfficer 50 $46,332
Katie PatscheCHIEF LENDING OFFICERKey employee 50 $227,348
Corie JohnstonCHIEF ADMINISTRATIVE OFFICERKey employee 50 $215,301
Jane KielCHAIRPERSONBoard 2 $3,293
Mike WorkmanBOARD MEMBERBoard 2 $2,206
Stephen HewellBOARD MEMBERBoard 2 $2,033
Lisa FlynnBOARD MEMBERBoard 2 $1,945
Matthew DavlinVICE CHAIRPERSONBoard 2 $1,761
Steve TrutterBOARD MEMBERBoard 2 $1,624
Richard SgroSECRETARY/TREASURERBoard 2 $1,271
Jay BoorBOARD MEMBERBoard 2 None reported
Amy OakesBOARD MEMBERBoard 2 None reported

Top 10 paid people listed

These 10 people received $2,122,248, which is 36.5% of the $5,817,444 salary base shared by 99 employees.

NameTitleRole Hours/weekFrom this org From related orgsOther pay Total
Thomas LexPRESIDENT/CEOOfficer 50 $403,552$0 $57,640$461,192
Tate HartmanCERTIFIED FINANCIAL PLANNERHighly paid employee 50 $265,412$0 $32,212$297,624
Katie PatscheCHIEF LENDING OFFICERKey employee 50 $181,064$0 $46,284$227,348
Corie JohnstonCHIEF ADMINISTRATIVE OFFICERKey employee 50 $178,650$0 $36,651$215,301
Kristen AnelloVP OF INFORMATION SYSTEMSHighly paid employee 50 $179,985$0 $29,116$209,101
Timothy TorricelliMORTGAGE LOAN OFFICERHighly paid employee 50 $185,824$0 $15,229$201,053
Cris LustVP OF MORTGAGE LENDINGHighly paid employee 50 $140,617$0 $30,802$171,419
Elana FiscusCHIEF FINANCIAL OFFICEROfficer 50 $154,831$0 $14,269$169,100
Theresa SanertVP of Project ManagementHighly paid employee 50 $104,312$0 $19,466$123,778
Patrick SmithCHIEF FINANCIAL OFFICEROfficer 50 $38,650$0 $7,682$46,332

Sources