Desert Financial Credit Union logo

Desert Financial Credit Union

Public charity · Grantmaker Phoenix, AZ EIN: 86-0096740 Website

Desert Financial Credit Union is based in Phoenix, Arizona, and was formed in 1939. It is listed as a public charity filing Form 990. The credit union reports supporting Arizona communities through charitable contributions, program support, sponsorships, volunteering, and financial education.

Desert Financial Credit Union at a glance

In short: Desert Financial Credit Union gave $2.3M across 59 grants in 2024 (avg $39K), mostly in Arizona. 20% of 2024 grantees were new. Source: 2024 IRS Form 990.

Annual giving (2024)
$2,313,410
+21.6% vs 2023
Grants made (2024)
59
+13.5% vs 2023
Average grant
$39,210
+7.1% vs 2023
Median grant
$23,520
Total assets
$8,783,626,770
+0.8% vs 2023
New grantees (estimate)
20% first-time grantees (12 of 59, 2024)
Primary geography
Arizona (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990, 2024 View filing

Data from IRS Form 990, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Desert Financial Credit Union

Contact

Mailing address: 148 North 48Th Street, Phoenix, AZ 85034
Phone: (602) 433-7000
Website: https://desertfinancial.com

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Desert Financial Credit Union funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Desert Financial Foundation: $393KDesert Financial Foundation$393KThe Foster Alliance: $215KThe Foster Alliance$215KPhoenix Children's Hospital Foundation: $117KPhoenix Children's HospitalFoundation$117KA New Leaf: $95KA New Leaf$95KAmerican Heart Association: $92KAmerican Heart Association$92KDiocesan Council for the Society of St Vincent De Paul: $89KDiocesan Council for theSociety of St Vincent De Paul$89KNAU Foundation: $88KNAU Foundation$88KArizona Educational Foundation: $75KArizona Educational Foundation$75KFree Arts of Arizona: $60KFree Arts of Arizona$60KBilly's Place: $57KBilly's Place$57K

The largest 2024 recipient was Desert Financial Foundation ($393K). Together the top 10 received $1.3M.

Grant Size Distribution

253 grants across all recorded years

222<$50K18$50–100K8$100–250K5$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 222 grants of 253 (88%).

Geographic Focus

Where this funder awards grants

The credit union’s guidelines describe its nonprofit support as focused on strengthening Arizona communities. All grant dollars reported for 2024 went to recipients in Arizona.

Grant Distribution by State

4states

Share of 2024 grant dollars across all 59 itemized grants.

Cities

PhoenixFlagstaffMesaPrescottTempeScottsdaleGlendaleTucsonPeoriaPrescott ValleyAnchorageDaytona BeachGilbertPaysonLitchfield ParkOaklandQueen Creek

Is Desert Financial Credit Union open to new grantees?

20%

first-time grantees, 2024

In 2024, 12 of 59 grantees (20%) were first-time recipients. First grants averaged $25K; repeat grants $43K. How we count

Medians: $13K first-time, $25K repeat.

  • 75% of 2024 grantees were also funded in 2023. Method
  • Giving grew 95% from 2021 to 2024. Method

Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M56 grants2020 43 grants2021 43 grants2022 52 grants2023 59 grants2024

From 2020 to 2024, annual grant giving ranged from $850K (2020) to $2.3M (2024). In 2024 it made 59 grants totaling $2.3M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Desert Financial Foundation Phoenix, AZEvent Sponsorship, Scholarships, Workplace Giving Match$392,575
The Foster Alliance Phoenix, AZBoard service gift, dollars for doers incentive program, event sponsorship, in-kind, workplace giving match$215,025
Phoenix Children's Hospital Foundation Phoenix, AZDollars for doers incentive program, event sponsorship, grant, fundraising, workplace giving match$116,815
A New Leaf Mesa, AZGrant, board service donation, dollars for doers incentive program$94,532
American Heart Association Tempe, AZBoard Service Donation, Donation, Event Sponsorship, Fundraising Match$91,967
Diocesan Council for the Society of St Vincent De Paul Phoenix, AZDollars for doers incentive program, donation, grant, workplace giving match,$89,000
NAU Foundation Flagstaff, AZEvent Sponsorships, Vendor Partnership$88,333
Arizona Educational Foundation Phoenix, AZEvent Sponsorship, Dollars for Doers Incentive Program$75,190
Free Arts of Arizona Phoenix, AZDollars for doers incentive program, event sponsorship, grant, workplace giving match$59,703
Billy's Place Glendale, AZGrant, Dollars for Doers Incentive Program, Event Sponsorshilp$56,745
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2024$8,783,626,770$529,188,472$456,971,364$2,313,41059$131,349,264
2023$8,710,563,794$454,305,678$369,011,260$1,903,15652$106,694,825
2022$8,192,281,897$376,561,824$290,538,957$1,457,59143$111,341,943
2021$8,206,373,350$333,222,725$245,780,903$1,186,50043$69,206,076
2020$6,637,949,766$217,996,164$187,113,371$849,74056$46,222,288

Research compiled by Grantable AI from public sources. Last updated October 2026.

Mission & Focus Areas

The organization’s stated mission is: “At Desert Financial, relationships drive success. We share our financial success because we believe it’s the right thing to do for our members, our community and our team.”

The credit union’s guidelines describe two forms of nonprofit support: program funding for services and sponsorship funding for volunteer or charitable events. Its stated priorities include academic success, post-secondary education, teacher resources, youth development, financial education, and access to housing and human services. The website also identifies education, housing and human services, hunger and food insecurity, and youth development as critical community support areas.

The 2024 grantees illustrate the range of organizations supported. The Foster Alliance says it supports the foster care community by providing essentials for children in foster care. A New Leaf describes its mission as advancing social and economic stability across the Phoenix metro area. The Arizona Educational Foundation says it celebrates excellence and cultivates opportunity in Arizona public education, while Free Arts for Abused Children of Arizona says it helps transform children’s trauma to resilience through the arts.

Desert Financial Foundation, a separate nonprofit identified by the credit union’s website, offers scholarships to individuals. Its programs include awards for high school seniors with community service experience, adult learners, and student athletes who have overcome obstacles. These scholarships are for individual recipients, rather than grants for outside organizations.

Grantmaking

The 2024 filing reports 59 grants totaling $2,313,410. Awards ranged from $5,040 to $392,575, with a median of $23,520. The filing reports 52 grants totaling $1,903,156 in 2023 and 43 grants totaling $1,457,591 in 2022.

The largest reported 2024 grants included $392,575 to Desert Financial Foundation for event sponsorship, scholarships, and workplace giving match; $215,025 to The Foster Alliance for board service gifts, a Dollars for Doers incentive program, event sponsorship, in-kind support, and workplace giving match; and $116,815 to Phoenix Children’s Hospital Foundation for the Dollars for Doers incentive program, event sponsorship, a grant, fundraising, and workplace giving match. Other large grants included $94,532 to A New Leaf and $91,967 to the American Heart Association.

The credit union’s nonprofit guidelines say eligible organizations must be 501(c)(3) tax-exempt, have operated for at least three years, have a volunteer board, serve more than 100 people while addressing large-scale social issues in Arizona, offer regular volunteer opportunities for Desert Financial team members, and participate in or be interested in financial education or programming with Desert Financial. The guidelines describe consideration of program-support and sponsorship requests. The available information does not specify application materials or a deadline.

Desert Financial Foundation also lists individual scholarship programs with awards of $3,000–$5,000 for its Community Service and Adult Learners scholarships, and up to $3,000 for the Arizona Breaking Barriers Scholarship. These are scholarships for individuals, not grants to outside organizations.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Kevin Haskew as chairperson; Christopher Miner as vice chairperson; Laura Watson as treasurer; and Janet Bioletto as secretary. Directors listed are Jeffrey Smith, Matthew Fehling, Claudette Gronski, Richard Johnson, Carrie Young, and Donna Fagan.

Desert Financial Credit Union is led by Jeffrey D. Meshey, CEO on every filing since 2020; 18 of 21 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Jeffrey D. Meshey

    CEO

    On filings since 2020

    40 hrs/week

    $545K (2020) → $2.3M (2024)

  • Jeffrey S. Butler

    CEO - Switchthink Solutions

    Ceo-Switchthink Solutions → CEO - Switchthink Solutions, 2024

    On filings since 2020

    1 hr/week

    $353K (2020) → $0 (2024)

  • Kevin Haskew

    Chairperson

    Director → Chairperson, 2022

    On filings since 2020

    1 hr/week

    $52K (2024)

  • Jeffrey Smith

    Director

    Secretary → Vice Chairperson, 2022

    Vice Chairperson → Director, 2024

    On filings since 2020

    1 hr/week

    $5K (2023) → $48K (2024)

  • Matthew Fehling

    Director

    On filings since 2020

    1 hr/week

    $31K (2024)

  • Richard Johnson

    Director

    On filings since 2020

    1 hr/week

    $31K (2024)

  • Carrie Young

    Director

    On filings since 2022

    1 hr/week

    $34K (2024)

  • David Hawkins

    Director

    New on the 2024 filing

    1 hr/week

    $17K (2024)

  • Donna Fagan

    Director

    New on the 2024 filing

    1 hr/week

    $31K (2024)

  • Claudette Gronski

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Cathleen Graham

    Executive Vps

    Executive Vice President → Executive Vps, 2024

    On filings since 2020

    40 hrs/week

    $255K (2020) → $1M (2024)

  • Jackie L. Biggs Jr.

    Executive Vice President CFO

    Vice President & Finance → Senior Vice President CFO, 2021

    Senior Vice President CFO → Executive Vice President CFO, 2024

    On filings since 2020

    40 hrs/week

    $178K (2020) → $795K (2024)

  • Janet Bioletto

    Secretary

    Vice Chairperson → Secretary, 2022

    On filings since 2020

    1 hr/week

    $43K (2024)

  • Laura Watson

    Treasurer

    Chairperson → Treasurer, 2022

    On filings since 2020

    1 hr/week

    $44K (2024)

  • Paul Wintermantel

    Financial Advisor II

    On filings since 2020

    40 hrs/week

    $240K (2020) → $802K (2024)

  • Rondle K. Amstutz

    Executive Vice President

    On filings since 2020

    40 hrs/week

    $278K (2020) → $989K (2024)

  • Thomas Marlowe

    Senior Vice President Operations

    Senior Vice President Back Office Ops → Senior Vice President Operations, 2023

    On filings since 2020

    40 hrs/week

    $179K (2020) → $559K (2024)

  • Laura Wallace

    Senior Vice President Chief Engage Officer

    Chief Engage Officer → Senior Vice President Chief Engage Officer, 2024

    On filings since 2022

    40 hrs/week

    $396K (2022) → $554K (2024)

  • Andrea Mosher

    Chief Lending Officer

    New on the 2024 filing

    40 hrs/week

    $493K (2024)

  • Christopher Miner

    Vice Chairperson

    New on the 2024 filing

    1 hr/week

    $49K (2024)

  • Ronald H. Parker

    COO - Switchthink Solutions

    Coo-Switchthink Solutions → COO - Switchthink Solutions, 2024

    On filings since 2023

    1 hr/week

    No compensation reported

Former officers (7)
  • Former: Chris Miner (2020–2023) — Director
  • Former: Gary Sneed (2020–2023) — Senior Vice President Chief Lending Officer
  • Former: Sara K. Regan (2020–2023) — Senior Vice President General Counsel
  • Former: Stephen H. Jordan (2020–2023) — Chief Revenue Officer
  • Former: Carie L. Galati (2022) — Senior Vice President Chief Hr Officer
  • Former: Michael Konen (2020–2021) — Treasurer
  • Former: Parker Ronald H. (2020–2021) — Chief Ops Ofc-St

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Jeffrey D Meshey — CEO: $2.3MJeffrey D MesheyCEO$2.3MCathleen Graham — Executive VPS: $1.0MCathleen GrahamExecutive VPS$1.0MRondle K Amstutz — Executive VP: $989KRondle K AmstutzExecutive VP$989KPaul Wintermantel — Financial Advisor II: $802KPaul WintermantelFinancial Advisor II$802KJackie L Biggs Jr — Executive VP CFO: $795KJackie L Biggs JrExecutive VP CFO$795KThomas Marlowe — SVP Operations: $559KThomas MarloweSVP Operations$559KLaura Wallace — SVP Chief Engage Officer: $554KLaura WallaceSVP Chief Engage Officer$554KAndrea Mosher — Chief Lending Officer: $493KAndrea MosherChief Lending Officer$493KKevin Haskew — Chairperson: $52KKevin HaskewChairperson$52KChristopher Miner — Vice Chairperson: $49KChristopher MinerVice Chairperson$49KJeffrey Smith — Director: $48KJeffrey SmithDirector$48KLaura Watson — Treasurer: $44KLaura WatsonTreasurer$44KJanet Bioletto — Secretary: $43KJanet BiolettoSecretary$43KCarrie Young — Director: $34KCarrie YoungDirector$34KDonna Fagan — Director: $31KDonna FaganDirector$31KRichard Johnson — Director: $31KRichard JohnsonDirector$31KMatthew Fehling — Director: $31KMatthew FehlingDirector$31KDavid Hawkins — Director: $17KDavid HawkinsDirector$17K

The highest reported compensation on the 2024 filing was $2.3M, to Jeffrey D Meshey (CEO). 18 officers or directors reported compensation on that filing.

Frequently asked questions about Desert Financial Credit Union

How much does Desert Financial Credit Union give each year?

Desert Financial Credit Union gave $2.3M across 59 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $1.9M across 52 grants.

What is Desert Financial Credit Union's typical grant size?

Desert Financial Credit Union's median grant in 2024 was $23,520, and its average grant was $39,210, across 59 grants on its 2024 IRS Form 990. Organizations receiving their first grant from Desert Financial Credit Union that year got $25K on average.

Where does Desert Financial Credit Union give grants?

Desert Financial Credit Union gives mostly in Arizona: 100% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were Phoenix, AZ (30 grants), Flagstaff, AZ (7 grants), Prescott, AZ (7 grants) and Mesa, AZ (4 grants).

Does Desert Financial Credit Union give general operating support?

Not in 2024: none of the 59 grants with a stated purpose on Desert Financial Credit Union's 2024 IRS Form 990 were described as general or operating support. Recurring purposes include "Grant, Dollars for Doers Incentive Program" (6 grants), "Dollars for Doers Incentive Program, Holiday Donation" (4 grants) and "Grant" (4 grants).

Who are Desert Financial Credit Union's largest grantees?

Desert Financial Credit Union's largest 2024 grantees include Desert Financial Foundation ($392,575), The Foster Alliance ($215,025) and Phoenix Children's Hospital Foundation ($116,815), according to its 2024 IRS Form 990. Together they received 31% of its itemized 2024 grant dollars.

How large is Desert Financial Credit Union?

Desert Financial Credit Union reported $8.8B in total assets on its 2024 IRS Form 990. Its revenue that year was $529.2M.

What does Desert Financial Credit Union fund?

The organization’s stated mission is: “At Desert Financial, relationships drive success. We share our financial success because we believe it’s the right thing to do for our members, our community and our team.” See mission & focus areas ↑

How do I apply for a grant from Desert Financial Credit Union?

Desert Financial Credit Union has no public application process in the sources Grantable reviewed. Check desertfinancial.com for current guidelines, or contact the foundation directly before submitting a request.

What is Desert Financial Credit Union's EIN?

Desert Financial Credit Union's EIN (Employer Identification Number) is 86-0096740. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 22, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS November 17, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS November 13, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS November 12, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS November 5, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Explore Open Grants

Browse active grant opportunities in Desert Financial Credit Union's focus areas in our free grants database

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Cite this profile

Grantable. (2026). Desert Financial Credit Union funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/desert-financial-credit-union-morg_a4245c8feeab4c099493bc902acb37f1

BibTeX
@misc{grantable_860096740_2026,
  author       = {{Grantable}},
  title        = {{Desert Financial Credit Union funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/desert-financial-credit-union-morg_a4245c8feeab4c099493bc902acb37f1},
  note         = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Desert Financial Credit Union's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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