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Credit Union Name :

CU Type : Region :

Status : Charter State (SCU Only) :

Year Chartered : Member of Federal Home Loan Bank :

Date Insured : Low Income Designation :

Field of Membership Type :

Research Statistics Supervision and Discount (RSSD) Number :

1. Does the credit union have a website?

a. Website Address :

b. Type of website :

2. If the credit union does not have a website and plans to add one in the future

a. Type of websi te :

b. Implementation Date :

3. Organizatio nal email address :

4. Does the credit un ion have Internet access?

5. Data Processing System used to maintain CU records :

6. How members access/perform electronic financial services

a. Home Banking v ia Internet Website c. Automatic Teller Machine (ATM) e. Kiosk

b. Audio Response/Phone Based d. Mobile Banking f. Other

7. Services offered electronically

a. Account Aggregation f. Electronic Signature Auth./Cert. k. Member Application p. Remote Deposit Capture

Certification Date:

GENERAL INFORMATION

Charter Number :

INFORMATION SYSTEM AND TECHNOLOGY

Peer Group :

Assets :

No. of Members :

Yes

FCU

Community credit unions

[email protected]

2

Yes

1/4/1971

1935

4 - $50,000,000 to less than $100

No

Vendor supplied in-house

303

12136

Active

10/11/2013 4:34:47 PM

No

Transactional

35776

heritagevalleyfcu.org

71262938

HERITAGE VALLEY

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Credit Union Name :

Ann ual Meetin g, Date L ast Held :

Financial Statement Audit Date :

Type of Audit Performed :

Member Account Verification Date :

Verifier Name :

Trade Names Used :

REGULATORY INFORMATION

Fidelity Bond Provider Name :

Charter Number :

CUMIS

Third Party

9/30/2013

303

4/20/2013

9/30/2013

Financial statement audit performed by state-licensed persons

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Credit Union Name : Charter Number :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :



Services :



Services :



Services :



Services :



Services :



Services :



Services :



Services :

CREDIT UNION SERVICE ORGANIZATION (CUSO) - (1)

List all CUSOs the credit union uses (regardless of whether the credit union has a financial interest) and all the services provided by the CUSO. If the credit union has a loan, an investment, a

"controlling financial interest", the ability to exert significant influence, or owns a smaller portion of the CUSO, please provide the value of the investment in the CUSO, amount loaned to the CUSO,

and the Aggregate Cash Outlay in the CUSO, as applicable. See the instructions for additional guidance. If the credit union needs additional space, please continue on a copy of this form.

Loan to CUSO : Aggregate Cash Outlay :









The information on this page is provided by credit unions in accordance with the Federal Credit Union Act, the National Credit Union Administration regulations, or other law. Questions about the accuracy of the contents on

this webpage should be addressed to the appropriate credit union, if any, before contacting NCUA.

PA

Cost Method

Harrisburg

$0

$0

$25,000$15,000

No

303

251696525

Shared credit union branch (service center) operations

Pennsylvania Credit Union Service Centers, Inc.

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Services :



Services :



Services :



Services :



Services :



Services :



Services :



Services :



Services :
















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Services :



Services :



Services :



Services :



Services :



Services :



Services :



Services :



Services :
















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Credit Union Programs - Place a "" i n the associated box to all the credit uni on offers (Check all that apply)a. Mortgage Processing

b. Approved Mortgage Seller g. Deposits and Shares Meeting 703.10(a) (FCU Only)

c. Borrowing Repurchase Agreements h. Brokered Certificates of Deposit

d. Brokered Deposits (al l deposits acquired through a third party) i . Short-Term, Smal l Amount Loans (FCU Only)

e. Investment Pilot Program (FCU Only)

Member Service and Produ ct Offering s - Place a "" i n the associated box to all the credit uni on offers (Check all that apply)Transactional Financial Education

a. ATM/Debit Card Program a. Financial Counseling

b. Check Cashing b. Financial Education

c. Money orders c. Financial Literacy Workshops

d. No surcharge ATMs d. First Time Homebuyer Program

e. Prepaid Debit Cards e. In-School Branches

Depository Credit

a. Business Share Accounts a. Business Loans

b. Health Savings Accounts b. Credit Builder

c. Individual Development Accounts c. Debt Cancellation/Suspension

d. No Cost Share Drafts d. Direct Financing Leases

e. S hare Certificates with low minimum balance requirement e. I ndirect Business Loans

Other Member Services f. Indirect Consumer Loans

a. Bilingual Services g. Indirect Mortgage Loans

b. Insurance/Investment Sales h. Interest Only or Pymt Option 1st Mortgage Loans

c. No Cost Bill Payer i. Micro Business Loans

d. No Cost Tax Preparation Services j. Micro Consumer Loans

e. Student Scholarship k. Overdraft Lines of Credit

l. Overdraft Protection/ Courtesy Pay

m. Participation Loans

n. Pay Day Loans

CREDIT UNION PROGRAMS AND MEMBER SERVICES

f. Investments not authorized by the FCU Act (State CU Only)

303

HERITAGE VALLEY

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Grant Information - Please provide information on any grants you have received since the last time you reported.

Date AwardedAmo unt

AwardedGrant Type*

CREDIT UNION GRANT INFORMATION (1)

Grantor

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Grant Information - Please provide information on any grants you have received since the last time you reported.

Date AwardedAmo unt

AwardedGrant Type*

CREDIT UNION GRANT INFORMATION (2)

Grantor

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Sal. First Name MI Last Name

CONTACTS

Job Title(s)

Board Member

Mr.

Ms.

Mr.

Ms.

Mr.

Mr.

Kiernan

Supervisory Committee MemberMiller

Vice Chairperson, Board Member

Ms.

Board Member

F

Mr.

Mr.

Chairperson, Board Member

Joy

HERITAGE VALLEY

Jan

Ms.

James

Jennifer

Jean

Donald

James

George

Craig

Timothy

Patricia

Matt

Ames

Swope

K

M

Supervisory Committee Member


Board Member

Pfaendler


Manager or CEO

MacDonald

Egger

Board Secretary, Board Member

Mrs.

Board Treasurer, Board Member

Geesey

Keith

Supervisory Committee Chairperson

Mr.

Board Member

Chris

Mr.

Katherman

Judy

Benyovszky

Hartman

(1)

Shoff

Morningstar

Bean

Board Member

James

Mr.

303

Mr.

SITES (1)

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Site Name : Line 1 : Line 1 :

Site Type :

Operational Status : Main Office : Line 2 : Line 2 :

Phone Number : Ext. :

Hours of Operation : City : City :

County : County :

State : Zip : State : Zip :

Country : Country :


Site Type :




County : County :


Country : Country :


Site Type :




County : County :

State : Zip : State : Zip :Country : Country :


Site Type :




County : County :


Country : Country :

SITES

Physical Address Mailing Address

The information on this page is provided by credit unions in accordance with the Federal Credit Union Act, the National Credit Union Administration regulations, or other law. Questions about the accuracy of the

contents on this webpage should be addressed to the appropriate credit union, if any, before contacting NCUA.

(717) 840-4981

Lobby Hours: 9:00 a.m. to 5:30 p.m. Monday - Friday and9:00 a.m. to 12:00 p.m. Saturday; Drive Thru Hours: 8:00a.m. to 6 p.m.

Pennsylvania

York

York

17402-9624

Lobby Hours:Monday thru Friday 9:00 a.m to 5:30 p.m.

Saturday 9:00 a.m. to 12:00 p.m.Drive-thru Hours:Monday - Wednesday

17403

Yes

York

777 Kings Mill Rd

York

York

York

Kings Mill Road Office

No

United States

United States

York

17402-7900

17403

Lobby Hours:Monday thru Friday 9:00 a.m. to 5:30 p.m.Drive-thru Hours:

Monday - Wednesday 8:00 a.m. to 6:00 p.m.Thursday

(1)

17402-9624

York

2400 Pleasant Valley Road

United States

United States

(717) 840-4981

Pennsylvania

HERITAGE VALLEY

No

Pennsylvania

Pennsylvania

York

Pennsylvania

2420 Cape Horn Rd

United States

Pleasant Valley Road Office

Cape Horn Road Office

Corporate Office

Branch Office

Branch Office

United States

2400 Pleasant Valley Rd

2420 Cape Horn Rd

777 Kings Mill Rd

York

York

Pennsylvania17402-7900

303

(717) 840-4981

York

cu profile 303

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