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  4. Southwest Heritage Credit Union
EIN 75-0827380

Southwest Heritage Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
82
City
Odessa
State
Texas
Year formed
1949
Most recent tax filings
2023-12-01
NTEE code, primary
W60: Financial Institutions, Credit Unions
Description
Southwest Heritage Credit Union is a cooperative provider of financial services such as savings accounts, checking accounts, consumer loans and mortgages. It offers auto, motorcycle, share secured, unsecured and business loans. Southwest Heritage also provides members with share accounts which pay dividends quarterly. The Credit Union is located in Odessa, TX.
Related structure
Southwest Heritage Credit Union is child organization, under the parent exemption from Credit Union Department of Texas.
Total revenues
$13,841,613
2023
Total expenses
$11,043,575
2023
Total assets
$223,216,580
2023
Num. employees
82
2023

Program areas at Southwest Heritage Credit Union

Share accounts member share accounts pay dividends quarterly
Consumer loans - the Credit Union provides loans for autos, motorcycles, share secured and unsecured loans.mortgage and business loans are also made.
Certificates of deposit - interest is paid on these monthly

Personnel at Southwest Heritage Credit Union

NameTitleCompensation
Ronny HayesC E O$367,783
Edgar BaizaChairman$8,000
Cathy GeorgeSecretary$7,000
Charles CoonTreasurer$5,400
Valerie NewsomDirector$7,800
...and 1 more key personnel

Financials for Southwest Heritage Credit Union

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$11,966,459
Investment income and dividends$1,830,287
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$44,867
Total revenues$13,841,613

Form 990s for Southwest Heritage Credit Union

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-13990View PDF
2022-122023-05-10990View PDF
2021-122022-10-11990View PDF
2020-122021-06-30990View PDF
2019-122020-09-11990View PDF
...and 10 more Form 990s

Organizations like Southwest Heritage Credit Union

OrganizationLocationRevenue
Fort Worth City Credit UnionFort Worth, TX$12,382,767
Brazos Valley Schools Credit Union (BVSCU)Katy, TX$44,696,240
East Texas Professional Credit UnionLongview, TX$67,204,448
Relyon Credit UnionKaufman, TX$7,689,603
Star of Texas Credit UnionAustin, TX$3,756,576
Fort Worth Community Credit UnionBedford, TX$51,151,395
Texas Health Credit UnionAustin, TX$6,193,127
Edinburg Teachers Credit UnionEdinburg, TX$3,580,886
Alliance Credit UnionLubbock, TX$32,897,518
Qualtrust Credit UnionIrving, TX$8,510,883
Data update history
July 21, 2024
Updated personnel
Identified 1 new personnel
July 15, 2024
Posted financials
Added Form 990 for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 8, 2023
Posted financials
Added Form 990 for fiscal year 2022
September 7, 2022
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Credit unionsChapter / child organizations
Issues
No issues found
Characteristics
MembershipsState / local level
General information
Address
PO Box 4898
Odessa, TX 79760
Metro area
Odessa, TX
County
Ector County, TX
Website URL
swhcu.com/ 
Phone
(432) 367-8993
IRS details
EIN
75-0827380
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1949
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
W60: Financial Institutions, Credit Unions
NAICS code, primary
522130: Credit Unions
Parent/child status
Child within group exemption
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