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CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO

EIN 84-0459116 BROOMFIELD, CO

Revenue 2024
$216,356,677
Expenses 2024
$181,994,947

As filed

Subsection
14
Classification
1000
Street
1 ENVIRONMENTAL WAY

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Group exemption

A subordinate covered by the group exemption of CREDIT UNIONS CHARTERED IN COLORADO (EIN 84-6000457). matched by us

The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • GERRY AGNES

    PRESIDENT/CEO

    Total calculated
    $3,569,553
    From this org
    $3,540,898
    From related orgs
    $0
    Other
    $28,655
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $828,982
    Bonus
    $461,916
    Other
    $2,250,000
    Deferred
    $13,800
    Nontaxable benefits
    $14,855
    Filer's total
    $3,569,553

  • MICHAEL CALCOTE

    CHIEF FINANCIAL OFFICER

    Total calculated
    $1,271,697
    From this org
    $1,238,494
    From related orgs
    $0
    Other
    $33,203
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $526,076
    Bonus
    $202,418
    Other
    $510,000
    Deferred
    $13,800
    Nontaxable benefits
    $19,403
    Filer's total
    $1,271,697

  • RIO CHACON

    MORTGAGE LOAN ORIGINATOR

    Total calculated
    $876,677
    From this org
    $843,825
    From related orgs
    $0
    Other
    $32,852
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $843,825
    Deferred
    $13,800
    Nontaxable benefits
    $19,052
    Filer's total
    $876,677

  • HERBERT JOHN MARX

    VP WEALTH MANAGEMENT

    Total calculated
    $829,591
    From this org
    $801,208
    From related orgs
    $0
    Other
    $28,383
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,791
    Bonus
    $0
    Other
    $624,417
    Deferred
    $13,800
    Nontaxable benefits
    $14,583
    Filer's total
    $829,591

  • ELIZABETH MILLION

    SVP LENDING

    Total calculated
    $702,978
    From this org
    $676,552
    From related orgs
    $0
    Other
    $26,426
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,732
    Bonus
    $0
    Other
    $465,820
    Deferred
    $13,800
    Nontaxable benefits
    $12,626
    Filer's total
    $702,978

  • BRIAN HOLST

    GENERAL COUNSEL

    Total calculated
    $682,105
    From this org
    $648,902
    From related orgs
    $0
    Other
    $33,203
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $472,518
    Bonus
    $176,384
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $19,403
    Filer's total
    $682,105

  • CAMERON WHITE-FORD

    VP MORTGAGE SALES

    Total calculated
    $674,656
    From this org
    $640,310
    From related orgs
    $0
    Other
    $34,346
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,490
    Bonus
    $0
    Other
    $465,820
    Deferred
    $13,800
    Nontaxable benefits
    $20,546
    Filer's total
    $674,656

  • AARON STAUFER

    MORTGAGE SALES MANAGER

    Total calculated
    $667,242
    From this org
    $643,941
    From related orgs
    $0
    Other
    $23,301
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $79,719
    Bonus
    $0
    Other
    $564,222
    Deferred
    $13,800
    Nontaxable benefits
    $9,501
    Filer's total
    $667,242

  • RAYMOND LINDLEY

    CHIEF OPERATING OFFICER

    Total calculated
    $666,076
    From this org
    $632,873
    From related orgs
    $0
    Other
    $33,203
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $464,079
    Bonus
    $168,794
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $19,403
    Filer's total
    $666,076

  • TAMMY TEITSCHEID

    CHIEF PEOPLE OFFICER

    Total calculated
    $626,191
    From this org
    $593,111
    From related orgs
    $0
    Other
    $33,080
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $428,938
    Bonus
    $164,173
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $19,280
    Filer's total
    $626,191

  • DUSTIN MONTOYA

    CHIEF TECHNOLOGY OFFICER

    Total calculated
    $547,455
    From this org
    $512,968
    From related orgs
    $0
    Other
    $34,487
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $368,768
    Bonus
    $144,200
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $20,687
    Filer's total
    $547,455

  • WENDY BESWICK

    CHIEF MARKETING OFFICER

    Total calculated
    $507,451
    From this org
    $484,104
    From related orgs
    $0
    Other
    $23,347
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $364,104
    Bonus
    $120,000
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $9,547
    Filer's total
    $507,451

  • RAY MARTINEZ

    CHAIR

    Total calculated
    $63,503
    From this org
    $63,503
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • GARRY WOODS

    VICE CHAIR

    Total calculated
    $52,990
    From this org
    $52,990
    From related orgs
    $0
    Other
    $0
    Hours/week
    6 + 1 related

  • TODD GLEESON

    TREASURER

    Total calculated
    $52,864
    From this org
    $52,864
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • MONICA STITT

    SECRETARY

    Total calculated
    $50,000
    From this org
    $50,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • DON CHEYNE

    CHAIR UNTIL APR 2024

    Total calculated
    $40,279
    From this org
    $40,279
    From related orgs
    $0
    Other
    $0
    Hours/week
    10 + 1 related

  • JENNIFER PASQUINO

    DIRECTOR

    Total calculated
    $51,980
    From this org
    $51,980
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • KATE BROWN

    DIRECTOR

    Total calculated
    $50,000
    From this org
    $50,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    6 + 1 related

  • NATALIE BAUMGARTNER

    DIRECTOR

    Total calculated
    $50,000
    From this org
    $50,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • MANUEL RODRIGUEZ

    DIRECTOR

    Total calculated
    $45,833
    From this org
    $45,833
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • NANCY HERBERT

    DIRECTOR UNTIL APR 2024

    Total calculated
    $28,984
    From this org
    $28,984
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • ANN SCHMIESING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • JONATHAN GOODMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $216,356,677
    Expenses
    $181,994,947
    Contributions
    $0
    Grants paid
    $531,944
  • 2023
    Revenue
    $190,500,369
    Expenses
    $162,885,622
    Contributions
    $0
    Grants paid
    $432,231
  • 2022
    Revenue
    $140,790,639
    Expenses
    $130,005,373
    Contributions
    $0
    Grants paid
    $319,672

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

Where these grants went next →

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

  • ELEVATIONS FOUNDATION

    501(C)(3) · COLLECT/DISTRIBUTE FUNDS TO SUPPORT CAUSES IN AREAS SERVED BY CREDIT UNION · CO · controlled entity

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.