Person · officer / director

Tate Hartman

Certified Financial Planner · Heartland Credit Union

Certified Financial Planner at Heartland Credit Union. Listed as an officer, director, or key employee across 1 organization on the Form 990 record.

This is me

Ambiguous identity This name matches 1 other individual we could not verify as the same person. Each is kept as a separate record below — treat them as distinct people unless an explicit match is confirmed.

Organizations

Roles reported

Reported compensation

$265K

Others who share this name

Who this is

Profile

Everything on the left is verified from the IRS filings. The biography on the right is compiled from public web sources and grounded to that filed record.

✓ Verified from filings

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Reported as Certified Financial Planner of Heartland Credit Union, based in Springfield, IL.

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Received $265K in total reported compensation on the most recent Form 990 (Part VII).

Facts extracted directly from each organization's Form 990, Part VII.

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Affiliations

Organizations

Heartland Credit Union Certified Financial Planner · $33.5M revenue · Springfield, ILTO ASSISTS OUR MEMBERS IN THE MANAGEMENT OF THEIR FINANCIAL WELL-BEING BY PROVIDING LOANS, SAVINGS ACCOUNTS AND OTHER FINANCIAL SERVICES IN A…pay $109K → $265KFiled FY2025, FY2024, FY2023, FY2022 · Source: Form 990, Part VII

$265Kreported comp

Disambiguation

Other people named Tate Hartman

Different individuals who share this name, separated by IRS Schedule R, mailing address, and shared-board evidence. The 990 carries no person identifier, so some may still be the same person.

Tate Hartman 1 organization · Springfield, ILBrother James Court Association

Network

Serves alongside

Other officers, directors & key employees at this person's organizations, by latest reported compensation.

Thomas Lex

President/CEO · FY2025

$404K

Timothy Torricelli

Mortgage Loan Officer · FY2025

$186K

Katie Patsche

Chief Lending Officer · FY2025

$181K

Kristen Anello

VP of Information Systems · FY2025

$180K

Corie Johnston

Chief Administrative Officer · FY2025

$179K

Elana Fiscus

Chief Financial Officer · FY2025

$155K

Cris Lust

VP of Mortgage Lending · FY2025

$141K

David Bretz

Chief Financial Officer · FY2024

$137K

Robin Loftus

Chief Operating Officer · FY2020

$129K

Brian Zuber

Chief Operating Officer · FY2024

$108K

Theresa Sanert

VP of Project Management · FY2025

$104K

Patrick Smith

Chief Financial Officer · FY2025

$39K

Network

Recommendations

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