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Southwest Healthcare Credit Union

Foundation · Grantmaker Phoenix, AZ EIN: 86-0214970 Website

THE MISSION OF THE CREDIT UNIONS IN THE STATE OF ARIZONA, DBA SOUTHWEST HEALTHCARE CREDIT UNION (SWHCU) IS TO ADVANCE THE ECONOMIC CONDITION OF ITS MEMBERSHIP BY PROVIDING QUALITY FINANCIAL PRODUCTS THAT FULFILL PRESENT AND FUTURE CONSUMER NEEDS. THESE PRODUCTS SHOULD BE OFFERED AT THE LOWEST POSSIBLE COST WITHOUT HAVING TO SACRIFICE THE QUALITY OF SERVICE THE MEMBERSHIP DESERVES.ITS PURPOSE SHALL BE TO CREATE A SOURCE OF CREDIT AT A FAIR AND REASONABLE RATE OF INTEREST, ENCOURAGE HABITS OF THRIFT AMONG ITS MEMBERS, AND PROVIDE THE OPPORTUNITY FOR ITS MEMBERS TO USE AND CONTROL THEIR SAVINGS FOR THEIR MUTUAL BENEFIT.

Key facts about Southwest Healthcare Credit Union

In short: Southwest Healthcare Credit Union gave $957K across 1 grant in 2020 (avg $957K), mostly in Arizona. Source: 2020 IRS Form 990 filing.

EIN
86-0214970
Latest 990 filing
Form 990 filing, 2020
Annual giving (2020)
$957,004
Grants made (2020)
1
Average grant
$957,004
Median grant
$957,004
Primary geography
Arizona (100% of itemized 2020 grant dollars)

Data from IRS Form 990 filing, 2020; updated September 2026.

Quick answers about Southwest Healthcare Credit Union

How much does Southwest Healthcare Credit Union give each year?

Southwest Healthcare Credit Union gave $957K across 1 grant in 2020, according to its 2020 IRS Form 990 filing.

Next steps with Southwest Healthcare Credit Union

Financial Overview

From 2020 IRS Form 990 filing · View filing

Total Assets

—

Annual Giving

$957K

Grant Count

1

Avg Grant Size

$957K

About Southwest Healthcare Credit Union

Based on IRS filings

Southwest Healthcare Credit Union is a nonprofit organization focused on Public, Societal Benefit, based in Phoenix, AZ. IRS filing data is available for 2020. In 2020, it awarded 1 grant totaling $957K. Net investment income was $53K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2020 grant dollars.

States

Cities

Phoenix

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M2020
Metric2020
Total Assets—
Revenue$270,678
Expenses$1,454,591
Qualifying Distributions—
Net Investment Income$52,654
Distributable Amount—

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal year 2020

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M1 grants2020

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2020

Copper State Credit Union: $957KCopper State Credit Union$957K

Grant Size Distribution

1 grants across all recorded years

<$50K$50–100K$100–250K$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
COPPER STATE CREDIT UNION Phoenix, AZTRANSFER OF NET ASSETS$957,004

Leadership & Key People

Officers and directors from IRS filings

Southwest Healthcare Credit Union is led by Colleen Miller-Curtis, President & CEO on the 2020 filing; 1 of 8 officers listed in 2020 is compensated.

Officers on the 2020 filing

  • Colleen Miller-Curtis

    President & CEO

    New on the 2020 filing

    50 hrs/week

    $30K (2020)

  • Thomas Phalen

    Chairman

    New on the 2020 filing

    0.5 hrs/week

    No compensation reported

  • Lawrence Marcus

    Director

    New on the 2020 filing

    0.5 hrs/week

    No compensation reported

  • Paul Goergen

    Director

    New on the 2020 filing

    0.5 hrs/week

    No compensation reported

  • Russell Dodson

    Director

    New on the 2020 filing

    0.5 hrs/week

    No compensation reported

  • Larry White

    Vice Chairman

    New on the 2020 filing

    0.5 hrs/week

    No compensation reported

  • Lisa Dregne

    Treasurer

    New on the 2020 filing

    0.5 hrs/week

    No compensation reported

  • Tillie Jones

    Secretary

    New on the 2020 filing

    0.5 hrs/week

    No compensation reported

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

Compensation Overview

From 2020 IRS filing

Colleen Miller-Curtis — President/CEO: $30KColleen Miller-CurtisPresident/CEO$30K

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Southwest Healthcare Credit Union?

Southwest Healthcare Credit Union is a nonprofit organization focused on Public, Societal Benefit, based in Phoenix, AZ. It holds — in total assets as of 2020.

Where does Southwest Healthcare Credit Union operate?

Southwest Healthcare Credit Union has awarded grants in Arizona.

What is Southwest Healthcare Credit Union's EIN?

Southwest Healthcare Credit Union's EIN (Employer Identification Number) is 86-0214970. IRS Form 990 filing data is available on this page for 2020.

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Data last updated September 2026. Sourced from IRS Form 990 filings.

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