CSCharityScored
90

Southwest Heritage Credit Union

Other · Odessa, Texas

Po Box 4898, Odessa, TX 79760-4898

EIN: 750827380· Founded: Jun 1976· 50 years active· Filing Year: 2023

Annual Revenue

$13.8M

Total Expenses

$11.0M

Total Assets

$223.2M

Program Spending

108%

of expenses go to programs

Compensation & Payroll

Total Officer Compensation

$432K

3.9% of total expenses

All officers, directors, and key employees combined

Other Salaries & Wages

$3.8M

Total Payroll

$4.2M

38% of total expenses

Where the Money Goes

100%
Programs: 100%
Payroll: 38%
Other overhead: -8%
Program Revenue$12.0M (86%)
Total Expenses$11.0M (80%)
Payroll$4.2M (38%)
Overhead (non-program)-8%

Trust Score Breakdown

Program Spending Ratio

108% of expenses go to programs

40%

Revenue & Stability

$13.8M annual revenue

15%

Executive Compensation

$432K total officer comp (3.9% of expenses)

20%

Filing Recency

Most recent filing: 2023

15%

Asset Strength

$223.2M in assets

10%

Data from IRS Form 990 filing (2023). Trust scores are calculated from public financial data and do not constitute endorsement or investment advice.