Mission
COOPERATIVE PROVIDER OF CREDIT UNION SERVICES SUCH AS SAVINGS ACCOUNTS, CHECKING ACCOUNTS AND CONSUMER LOANS.
Public Charity
SOUTHWEST HERITAGE CREDIT UNION
Based in ODESSA, TX, SOUTHWEST HERITAGE CREDIT UNION operates as a Public Charity. The organization reported $16.4M in revenue, $13.5M in expenses, $239.8M in total assets for fiscal year 2024.
EIN: 750827380
ODESSA, TX
Latest filing: 2024
Total Revenue$16.4M
Total Expenses$13.5M
Total Assets$239.8M
Grant Records0
Filing Years2020–2024
Officers & Directors
Secretary
Cathy George
Treasurer
Charles Coon
ADVISORY DIRECT
Charles Hughes
VICE CHAIRMAN
Chris Garrett
ADVISORY DIRECT
Daina Perkins
CHAIRMAN
Edgar Baiza Jr
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $16.4M | $13.5M | $239.8M |
| 2023 | $13.8M | $11.0M | $223.2M |
| 2022 | $11.5M | $8.8M | $215.2M |
| 2021 | $11.2M | $8.7M | $192.9M |
| 2020 | $11.0M | $9.5M | $186.2M |
Between 2020 and 2024, reported annual revenue grew from $11.0M to $16.4M (+49%), with total assets most recently reported at $239.8M.
Interactive year-over-year charts and full filing details available with membership.