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DESERT FINANCIAL CREDIT UNION

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Public IRS 990 nonprofit record

DESERT FINANCIAL CREDIT UNION

EIN 86-0096740

What they do

AT DESERT FINANCIAL, RELATIONSHIPS DRIVE SUCCESS. WE SHARE OUR FINANCIAL SUCCESS BECAUSE WE BELIEVE ITS THE RIGHT THING to DO for OUR MEMBERS, OUR COMMUNITY and OUR TEAM.

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders21 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$86.35spent for every $100 of revenueRevenue covered expenses this year.
$19.22in assets for every $1 spent this yearSome assets cannot be spent right away.

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  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $2,338,224 for JEFFREY D MESHEY (CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$529,188,472
Expenses$456,971,364
Annual surplus $72,217,108 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$529,188,472
Expenses$456,971,364
Assets$8,783,626,770
Grants given$7,461,699
Average grant$29,493
Stocks and bonds$3,589,641,708
Accounting fees$555,239
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
JEFFREY D MESHEYCEO · 40 hrs/week $2,338,224Base $2,279,550 · Other $58,674
RONDLE K AMSTUTZEXECUTIVE VP · 40 hrs/week $1,042,836Base $989,172 · Other $53,664
CATHLEEN GRAHAMEXECUTIVE VPS · 40 hrs/week $1,039,412Base $1,018,134 · Other $21,278
PAUL WINTERMANTELFINANCIAL ADVISOR II · 40 hrs/week $845,158Base $802,142 · Other $43,016
JACKIE L BIGGS JREXECUTIVE VP CFO · 40 hrs/week $836,463Base $794,557 · Other $41,906
THOMAS MARLOWESVP OPERATIONS · 40 hrs/week $599,737Base $558,894 · Other $40,843
LAURA WALLACESVP CHIEF ENGAGE OFFICER · 40 hrs/week $592,491Base $554,393 · Other $38,098
ANDREA MOSHERCHIEF LENDING OFFICER · 40 hrs/week $550,374Base $493,155 · Other $57,219
JEFFREY S BUTLERCEO - SWITCHTHINK SOLUTIONS · 1 hrs/week $52,464Base · Other $52,464
KEVIN HASKEWCHAIRPERSON · 1 hrs/week $52,109
CHRISTOPHER MINERVICE CHAIRPERSON · 1 hrs/week $48,566
JEFFREY SMITHDIRECTOR · 1 hrs/week $47,910

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (21)

JEFFREY D MESHEYCEO

RONDLE K AMSTUTZEXECUTIVE VP

CATHLEEN GRAHAMEXECUTIVE VPS

PAUL WINTERMANTELFINANCIAL ADVISOR II

JACKIE L BIGGS JREXECUTIVE VP CFO

THOMAS MARLOWESVP OPERATIONS

LAURA WALLACESVP CHIEF ENGAGE OFFICER

ANDREA MOSHERCHIEF LENDING OFFICER

JEFFREY S BUTLERCEO - SWITCHTHINK SOLUTIONS

KEVIN HASKEWCHAIRPERSON

CHRISTOPHER MINERVICE CHAIRPERSON

JEFFREY SMITHDIRECTOR

LAURA WATSONTREASURER

JANET BIOLETTOSECRETARY

CARRIE YOUNGDIRECTOR

DONNA FAGANDIRECTOR

RICHARD JOHNSONDIRECTOR

MATTHEW FEHLINGDIRECTOR

RONALD H PARKERCOO - SWITCHTHINK SOLUTIONS

DAVID HAWKINSDIRECTOR

CLAUDETTE GRONSKIDIRECTOR

About this charity

Location
148 NORTH 48TH STREET, PHOENIX, AZ 85034
County
Maricopa
In care of
JACKIE L BIGGS JR
Primary officer
JACKIE L BIGGS JR, EXECUTIVE VP CFO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
DOEREN MAYHEW
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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