Desert Financial Credit Union logo

Desert Financial Credit Union

PHOENIX, AZ EIN: 86-0096740 Website

Desert Financial Credit Union is a member-owned, not-for-profit financial institution headquartered in Phoenix, Arizona. Founded in 1939 by 15 schoolteachers with an initial pooled investment of $78.75, it has grown to become Arizona's largest locally-based credit union, serving more than 450,000 members. The organization is designated as a 501(c)(14) state-chartered credit union and is federally insured by the NCUA.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$8.8B

+0.8% YoY

Annual Giving

$2.1M

+20.0% YoY

Grant Count

59

+13.5% YoY

Avg Grant Size

$35K

+5.7% YoY

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

Mission & Focus Areas

Desert Financial's mission centers on fostering success through meaningful relationships and sharing financial prosperity with members, community, and team. The organization prioritizes:

  • Education and Early Childhood Development: Supporting K-12 education, early learning programs, and youth-support initiatives across Arizona
  • Financial Well-Being: Providing educational resources, workshops, webinars, and articles on financial topics to help members and community members reach their goals
  • Community Strengthening: Supporting local nonprofits and individuals to strengthen financial capability through education and scholarships
  • Teacher Support: Recognizing and supporting Arizona educators through classroom supply donations and appreciation initiatives

Grantmaking

Desert Financial makes grants through both the credit union directly and through its affiliated foundation, Desert Financial Foundation (established 2015).

Review Cycle

- In 2024, the organization awarded $541,000 in grants (including an 85th anniversary gift)

Ready to take the next step with Desert Financial Credit Union?

Geographic Focus

Where this funder awards grants

Desert Financial's grantmaking and community involvement activities are focused primarily on Arizona, with particular emphasis on serving Arizonans through education and financial capability programs.

Grant Distribution by State

4states

Cities

AnchorageDaytona BeachFlagstaffGilbertGlendaleLitchfield ParkMesaOaklandPaysonPeoriaPhoenixPrescottPrescott ValleyQueen CreekScottsdaleTempeTucson

Financial History

Multi-year comparison from IRS filings

Desert Financial Credit Union (2024):

  • Total Revenue: $529 million
  • Total Expenses: $457 million
  • Total Assets: $8.78 billion
  • Total Liabilities: $8.1 billion
  • Employees: 1,251

Desert Financial Foundation (2024):

  • Total Assets: $1,128,647
  • Total Giving: $1,232,637
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$146M$291M$437M$582M20202021202220232024
Metric202420232022
Total Assets$8,783,626,770$8,710,563,794$8,192,281,897
Revenue$529,188,472$454,305,678$376,561,824
Expenses$456,971,364$369,011,260$290,538,957
Qualifying Distributions
Net Investment Income$131,349,264$106,694,825$111,341,943
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$520K$1M$2M$2M56 grants202043 grants202143 grants202252 grants202359 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

DESERT FINANCIAL FOUNDAT…$278KPHOENIX CHILDREN'S HOSPI…$117KA NEW LEAF$95KAMERICAN HEART ASSOCIATION$92KDIOCESAN COUNCIL FOR THE…$89KNAU FOUNDATION$88KARIZONA EDUCATIONAL FOUN…$75KFREE ARTS OF ARIZONA$60KBILLY'S PLACE$57KBOYS & GIRLS CLUB OF GRE…$49K

Grant Size Distribution

236 grants across all recorded years

207<$50K18$50–100K8$100–250K3$250–500K$500K–1M$1–5M$5M+

Open Grants

4 open opportunities from Desert Financial Credit Union

Show all 4 →

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JEFFREY D MESHEYCEO$2.3MCATHLEEN GRAHAMEXECUTIVE VPS$1.0MRONDLE K AMSTUTZEXECUTIVE VP$989KPAUL WINTERMANTELFINANCIAL ADVISOR II$802KJACKIE L BIGGS JREXECUTIVE VP CFO$795KTHOMAS MARLOWESVP OPERATIONS$559KLAURA WALLACESVP CHIEF ENGAGE OFFICER$554KANDREA MOSHERCHIEF LENDING OFFICER$493KKEVIN HASKEWCHAIRPERSON$52KCHRISTOPHER MINERVICE CHAIRPERSON$49KJEFFREY SMITHDIRECTOR$48KLAURA WATSONTREASURER$44KJANET BIOLETTOSECRETARY$43KCARRIE YOUNGDIRECTOR$34KDONNA FAGANDIRECTOR$31KRICHARD JOHNSONDIRECTOR$31KMATTHEW FEHLINGDIRECTOR$31KDAVID HAWKINSDIRECTOR$17K

From 2024 filing

NameTitleHoursCompensation
KEVIN HASKEWCHAIRPERSON1$52,109
JEFFREY SMITHDIRECTOR1$47,910
LAURA WATSONTREASURER1$43,653
JANET BIOLETTOSECRETARY1$43,288
MATTHEW FEHLINGDIRECTOR1$30,742
CLAUDETTE GRONSKIDIRECTOR1
RICHARD JOHNSONDIRECTOR1$30,888
CHRISTOPHER MINERVICE CHAIRPERSON1$48,566
CARRIE YOUNGDIRECTOR1$34,000
DONNA FAGANDIRECTOR1$31,333
DAVID HAWKINSDIRECTOR1$17,299
JEFFREY D MESHEYCEO40$2,279,550
JACKIE L BIGGS JREXECUTIVE VP CFO40$794,557
RONDLE K AMSTUTZEXECUTIVE VP40$989,172
CATHLEEN GRAHAMEXECUTIVE VPS40$1,018,134
ANDREA MOSHERCHIEF LENDING OFFICER40$493,155
JEFFREY S BUTLERCEO - SWITCHTHINK SOLUTIONS1
LAURA WALLACESVP CHIEF ENGAGE OFFICER40$554,393
RONALD H PARKERCOO - SWITCHTHINK SOLUTIONS1
THOMAS MARLOWESVP OPERATIONS40$558,894
PAUL WINTERMANTELFINANCIAL ADVISOR II40$802,142

Recent News & Activity

Recent developments and announcements

2025

**December 2025:** Desert Financial Credit Union renewed $292,500 in grants to 23 Arizona nonprofits for education programs, continuing a two-year grant cycle. Notable recipients included Southwest Human Development ($15,000 to support 188 children and families through Educare Arizona's early learning and family services).

Desert Financial Credit Union Renews $292,500 in Grants for 23 ...
2025

**2025:** Released comprehensive Social Impact Report documenting community contributions and impact metrics across all giving channels.

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

What could you do with Desert Financial Credit Union on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities