TEXANS CREDIT UNION

EIN: 750992590

RICHARDSON, TX

Total Revenue
$98,558,127
Total Expenses
$74,644,234
Total Assets
$2,195,933,253
Net Assets
$170,905,474
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1953
Legal Domicile
TX
Principal Officer
DAVID FRAZIER
Phone
9723482000
Tax Period
2023-01-01 to 2023-12-31

TEXANS CREDIT UNION, founded in 1953, is a mid-sized nonprofit that reported $98.6M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $23.9M, a strong 24% operating margin.

Mission

TEXANS CREDIT UNION IS A STATE CHARTERED CREDIT UNION FORMED UNDER THE STATE CREDIT UNION LAW. THE CREDIT UNION IS A MEMBER-OWNED COOPERATIVE THAT PROVIDES TRADITIONAL DEPOSIT AND LOAN PRODUCTS, AS WELL AS OTHER FINANCIAL SERVICES TO THE MEMBERSHIP. THE CREDIT UNION'S FOCUS IS TO IMPROVE THE ECONOMIC WELL-BEING OF OUR MEMBER OWNERS.

Program Service Accomplishments

Program 1

LOANS: THE CREDIT UNION PROVIDES LOANS OF ALL TYPES IN MANY DIFFERENT CATEGORIES. THE OFFERINGS INCLUDE CONSUMER AUTOMOBILE LOANS, UNSECURED LOANS, RESIDENTIAL MORTGAGE LOANS, HOME EQUITY AND HOME...

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LOANS: THE CREDIT UNION PROVIDES LOANS OF ALL TYPES IN MANY DIFFERENT CATEGORIES. THE OFFERINGS INCLUDE CONSUMER AUTOMOBILE LOANS, UNSECURED LOANS, RESIDENTIAL MORTGAGE LOANS, HOME EQUITY AND HOME IMPROVEMENT LOANS. AS PART OF THE LOAN PROGRAM THE CREDIT UNION ALSO OFFERS SEVERAL LOAN RELATED INSURANCE PRODUCTS SUCH AS CREDIT LIFE AND DISABILITY, MECHANICAL BREAKDOWN AND GAP INSURANCE.

Program 2

SHARES SAVINGS AND CERTIFICATES OF DEPOSITS: THE CREDIT UNION OFFERS A NUMBER OF SHARE SAVINGS ACCOUNTS, MONEY MARKET SAVINGS, AND IRA SAVINGS ACCOUNTS. THESE ACCOUNTS PAY DIVIDENDS MONTHLY. OTHER...

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SHARES SAVINGS AND CERTIFICATES OF DEPOSITS: THE CREDIT UNION OFFERS A NUMBER OF SHARE SAVINGS ACCOUNTS, MONEY MARKET SAVINGS, AND IRA SAVINGS ACCOUNTS. THESE ACCOUNTS PAY DIVIDENDS MONTHLY. OTHER TYPES OF DEPOSIT SAVINGS OFFERINGS INCLUDES CERTIFICATES OF DEPOSIT, BOTH REGULAR MEMBER CERTIFICATES AND IRA CERTIFICATES. THE CERTIFICATES PAY INTEREST ON A MONTHLY BASIS.

Program 3

CHECKING ACCOUNTS: THE CREDIT UNION OFFERS TWO CHECKING ACCOUNT PRODUCTS. ONE ACCOUNT HAS SIMPLE WAYS TO WAIVE THE MONTHLY SERVICE CHARGE. THE OTHER OFFERS DIVIDENDS TO THOSE MEMBERS WITH HIGHER...

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CHECKING ACCOUNTS: THE CREDIT UNION OFFERS TWO CHECKING ACCOUNT PRODUCTS. ONE ACCOUNT HAS SIMPLE WAYS TO WAIVE THE MONTHLY SERVICE CHARGE. THE OTHER OFFERS DIVIDENDS TO THOSE MEMBERS WITH HIGHER BALANCES. BOTH PRODUCTS HAVE FEATURES THAT INCLUDE FREE E-SERVICES AND ACCESS TO THOUSANDS OF ATMS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $74,173,628
Investment Income $24,384,499
Other Revenue $0
TOTAL REVENUE $98,558,127

Expense Breakdown

Grants Paid $0
Salaries & Benefits $23,526,633
Fundraising Expenses $0
Other Expenses $51,117,601
TOTAL EXPENSES $74,644,234

Year-over-Year Comparison

2023 2022 Change
Revenue $98,558,127 $76,501,082 +0.3%
Expenses $74,644,234 $50,324,677 +0.5%
Net Income $23,913,893 $26,176,405 -0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
5
Employees
307
Volunteers
3

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$2,453,160
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GEORGE CONSOLVER CHAIRPERSON 1.00
Director
$0 $0 $0
ED FAWCETT VICE CHAIRPERSON 1.00
Director
$0 $0 $0
ESTELLA MARTINEZ SECRETARY 1.00
Director
$0 $0 $0
THOMAS BOEDECKER TREASURER 1.00
Director
$0 $0 $0
LORI DANIEL BOARD MEMBER 1.00
Director
$0 $0 $0
SHYAMAL PARIKH ADVISORY DIRECTOR 1.00
Director
$0 $0 $0
FAHAD AWAIS ADVISORY DIRECTOR 1.00
Director
$0 $0 $0
ARTS JURGEN BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID FRAZIER CHIEF EXECUTIVE OFFICER 40.00
Officer
$797,234 $43,465 $840,699
MICHAEL MCWETHY EXECUTIVE VICE PRESIDENT 40.00
Officer
$441,924 $296,377 $738,301
BENJAMIN HART CHIEF FINANCIAL OFFICER 40.00
Officer
$330,569 $263,580 $594,149
JENNIFER SHORT CHIEF PEOPLE OFFICER 40.00
Officer
$249,164 $30,847 $280,011
TANYA PATTERSON VP IT SYSTEMS 40.00
Highest
$232,575 $28,889 $261,464
JIANJUN BAI VP DEV & HOST SYSTEMS 40.00
Highest
$227,880 $24,245 $252,125
DANIEL MATHEWS VP CONSUMER LENDING 40.00
Highest
$221,304 $20,618 $241,922
ANGELA JACKSON VP REAL ESTATE LENDING 40.00
Highest
$213,670 $19,690 $233,360
TRACY MONTEZ SVP CONTROLLER 40.00
Highest
$194,355 $26,431 $220,786
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $98,558,127 $74,644,234 $2,195,933,253 $23,913,893
2022 $76,501,082 $50,324,677 $2,155,551,665 $26,176,405
2021 $56,103,692 $40,157,461 $2,114,687,717 $15,946,231
2020 $52,798,769 $37,129,901 $1,881,983,731 $15,668,868
2019 $61,592,504 $36,349,197 $1,606,022,803 $25,243,307
2019 $61,592,504 $36,349,197 $1,606,022,803 $25,243,307
2018 $60,195,306 $34,978,264 $1,572,471,414 $25,217,042
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