2024-05-13T08:30:43-07:00 2023-12-31 823818389 GREEN FILLINGIM & NIETO PLLC 1001 SCURRY ST BIG SPRING TX 79720 990 2023-01-01 750827380 SOUTHWEST HERITAGE CREDIT UNION SOUT 4323678993 PO BOX 4898 ODESSA TX 79760 EDGAR BAIZA JR CHAIRMAN 2024-05-13 true EDGAR BAIZA JR 999009999 true Glenn Fillingim CPA P01278890 4322640008 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z PO BOX 4898 ODESSA TX 79760 13841613 false X WWW.SWHCU.COM X 1949 TX COOPERATIVE PROVIDER OF CREDIT UNION SERVICES SUCH AS SAVINGS ACCOUNTS, CHECKING ACCOUNTS AND CONSUMER LOANS. 13 13 82 43934 41769 0 9727804 11966459 1688114 1830287 37148 44867 11453066 13841613 0 0 4558017 5128692 0 0 4204735 5914883 8762752 11043575 2690314 2798038 215180278 223216580 190204390 195842163 24975888 27374417 COOPERATIVE PROVIDER OF CREDIT UNION SERVICES SUCH AS SAVINGS ACCOUNTS, CHECKING ACCOUNTS AND CONSUMER LOANS. false false SHARE ACCOUNTS MEMBER SHARE ACCOUNTS PAY DIVIDENDS QUARTERLY CERTIFICATES OF DEPOSIT - INTEREST IS PAID ON THESE MONTHLY CONSUMER LOANS - THE CREDIT UNION PROVIDES LOANS FOR AUTOS, MOTORCYCLES, SHARE SECURED AND UNSECURED LOANS.MORTGAGE AND BUSINESS LOANS ARE ALSO MADE. false false false false false false false false false true false false false true false false false false false false false false false false false false false false true false false false false false false false false false false false false false false true 3433 0 true 82 true true true false false false false false false false X 13 13 false false false false true true true true true false false true true true true false true true true false X X GLENN TOLENTINO 4323678993 PO BOX 4898 ODESSA TX 79760 RONNY HAYES C E O 40.00 0.00 367783 0 0 EDGAR BAIZA JR CHAIRMAN 1.00 0.00 X X 8000 0 0 VALERIE NEWSOM DIRECTOR 1.00 0.00 X X 7800 0 0 CATHY GEORGE Secretary 1.00 0.00 X X 7000 0 0 NEIL DOBMEIER Director 1.00 0.00 X 6800 0 0 DAINA PERKINS ADVISORY DIRECT 1.00 0.00 X 5700 0 0 CHARLES COON Treasurer 1.00 0.00 X X 5400 0 0 STEWART MCKEEHAN Director 1.00 0.00 X 5200 0 0 ROBERT BRESCIA ADVISORY DIRECT 0.00 0.00 X 4200 0 0 FRED RAY ADVISORY DIRECT 1.00 0.00 X 3900 0 0 CHRIS GARRETT VICE CHAIRMAN 1.00 0.00 X 3800 0 0 MARY HUNT ADVISORY DIRECT 1.00 0.00 X 3750 0 0 BARBARA NUNEZ ADVISORY DIRECT 1.00 0.00 X 1650 0 0 CHARLES HUGHES ADVISORY DIRECT 1.00 0.00 X 900 0 0 431883 1 false true false 0 0 INTEREST ON LOANS 522100 9866663 9866663 MEM FEES, CHGS. AND MISC. 522100 2099796 2099796 11966459 1830287 1830287 0 0 0 0 0 0 0 NON MEMBER FEES 522100 43934 43934 OTHER REVENUE 522100 933 933 44867 13841613 13797679 43934 0 0 0 0 431884 0 3798681 0 898127 0 22893 0 0 0 0 0 255448 43938 1298259 0 0 478900 33610 0 0 2035879 0 0 0 CREDIT & DEBIT CARDS 994380 LOAN SERVICING 379343 LOAN LOSS 232936 MISCELLANEOUS 68391 70906 11043575 0 0 0 3830003 3723252 56651964 43033233 0 0 0 0 143246835 164801816 0 226030 390439 9240786 4136345 5564905 5104441 0 0 0 0 5660541 6163399 215180278 223216580 1473284 1969403 188731106 193872760 190204390 195842163 X 24975888 27374417 24975888 27374417 215180278 223216580 X 2798038 -318080 -81429 X false false false 1158178 1158178 5073742 1743771 3329971 3008866 2392574 616292 5104441 SHARES 193872760 193872760 false false false RONNY HAYES C E O 363717 4066 367783 Form 990, Part VI, Section A, Line 6 ALL MEMBERS ARE SHAREHOLDERS Form 990, Part VI, Section A, Line 7a THE MEMBERS ELECT THE BOARD OF DIRECTORS Form 990, Part VI, Section A, Line 7b IF THE MEMBERS DO NOT LIKE THE DECISIONS OF THE BOARD, THEY CAN ELECT NEW DIRECTORS Form 990, Part VI, Section B, Line 11b THE BOARD WILL REVIEW THE FORM 990 BEFORE IT IS FILED Form 990, Part VI, Section B, Line 12c ALL DIRECTORS ARE MADE AWARE OF THE POLICY AND IT IS MONITORED BY THE BOARD Form 990, Part VI, Section B, Line 15b THE BOARD REVIEWS ANNUALLY Form 990, Part VI, Section C, Line 19 THE GOVERNING DOCUMENTS ARE AVAILABLE ON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9 CECl ADJUSTMENT = -$81429