Credit Unions Chartered in the State of Colorado
Revenue
$216.4m
year to 31 December 2024
Expenses
$182m
year to 31 December 2024
Total assets
$3.38bn
$3.03bn liabilities
Net assets
$349.8m
assets less liabilities
Directors and trustees
12
6.0 years on average
Staff
657
employees, year to 31 December 2024
Chair observed
≥6 yrs
Don Cheyne
Left since last filing
0
no seats appear to have opened
Credit Unions Chartered in the State of Colorado's network
12 people10 organisationsi12 people and 10 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (12). Violet dotted lines (12) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
12 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 13 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Don Cheyne Chair | Chair Until Apr 2024 | 2018 | 8 yrs |
| Ray Martinez Chair | Chair | 2018 | 8 yrs |
| Ann Schmiesing | Director | 2024 | 2 yrs |
| Garry Woods | Vice Chair | 2020 | 6 yrs |
| Jennifer Pasquino | Director | 2023 | 3 yrs |
| Jonathan Goodman | Director | 2024 | 2 yrs |
| Kate Brown | Director | 2018 | 8 yrs |
| Manuel Rodriguez | Director | 2023 | 3 yrs |
| Monica Stitt | Company secretary | 2023 | 3 yrs |
| Nancy Herbert | Director Until Apr 2024 | 2018 | 8 yrs |
| Natalie Baumgartner | Director | 2018 | 8 yrs |
| Todd Gleeson | Treasurer | 2018 | 8 yrs |
Officers and senior leadership
24 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Aaron Staufer | Mortgage Sales Manager | since 2018 |
| Blake Schaefer | Mortgage Sales Manager | since 2022 |
| Brian Holst | General Counsel | since 2018 |
| Cameron White-Ford | VP Mortgage Sales | since 2018 |
| Danielle Quatrochi | Cxo-6/1/19 Through 10/1/19 | 2019 |
| Dustin Montoya | Chief Technology Officer | since 2022 |
| Elizabeth Million | VP Mortgage Sales | since 2018 |
| Gerry Agnes | President/CEO | since 2018 |
| Herbert John Marx | VP Wealth Management | 2024 |
| James Champion | COO | 2018 |
| James Perkins | Mortgage Loan Originator | 2018 |
| Jennifer Ramirez | Cxo | 2020 |
| Lauri Larson | Mortgage Loan Originator | since 2019 |
| Michael Calcote | Chief Financial Officer | since 2018 |
| Peter Reicks | Cspo | since 2019 |
| Pierre Dupre | CIO (Thru 03/15/2022) | since 2018 |
| Raymond Lindley | Chief Operating Officer | since 2018 |
| RIO Chacon | Mortgage Loan Originator | 2024 |
| Steven Schmidle | Cspo-Through 4/5/19 | since 2018 |
| Susan Green | CMO-Through 5/31/19 | since 2018 |
| Tammy Taylor | Chief Human Resource Officer | since 2018 |
| Tammy Teitscheid | Chief People Officer | since 2022 |
| Todd Peyok | VP Commercial Lending | since 2018 |
| Wendy Beswick | Chief Marketing Officer | since 2022 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Gerry Agnes | President/CEO | 40 | $3.5m | $29k | |
| Michael Calcote | Chief Financial Officer | 40 | $1.2m | $33k | |
| Rio Chacon | Mortgage Loan Originator | 40 | $844k | $33k | |
| Herbert John Marx | VP Wealth Management | 40 | $801k | $28k | |
| Elizabeth Million | SVP Lending | 40 | $677k | $26k | |
| Brian Holst | General Counsel | 40 | $649k | $33k | |
| Aaron Staufer | Mortgage Sales Manager | 40 | $644k | $23k | |
| Cameron White-Ford | VP Mortgage Sales | 40 | $640k | $34k | |
| Raymond Lindley | Chief Operating Officer | 40 | $633k | $33k | |
| Tammy Teitscheid | Chief People Officer | 40 | $593k | $33k | |
| Dustin Montoya | Chief Technology Officer | 40 | $513k | $34k | |
| Wendy Beswick | Chief Marketing Officer | 40 | $484k | $23k | |
| Ray Martinez | Chair | 8 | $64k | ||
| Garry Woods | Vice Chair | 6 | $53k | ||
| Todd Gleeson | Treasurer | 6 | $53k | ||
| Jennifer Pasquino | Director | 6 | $52k | ||
| Monica Stitt | Secretary | 6 | $50k | ||
| Kate Brown | Director | 6 | $50k | ||
| Natalie Baumgartner | Director | 6 | $50k | ||
| Manuel Rodriguez | Director | 6 | $46k | ||
| Don Cheyne | Chair Until Apr 2024 | 10 | $40k | ||
| Nancy Herbert | Director Until Apr 2024 | 6 | $29k | ||
| Ann Schmiesing | Director | 6 | $0 | ||
| Jonathan Goodman | Director | 6 | $0 |
About
- Legal name
- Credit Unions Chartered in the State of Colorado
- EIN
- 840459116
- Address
- 1 Environmental Way, Broomfield, CO, 80021-3415
- State
- Colorado
- Mission
- Together we create solutions for a better life. (as filed on the Form 990)
- IRS classification
- 501(c)14 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 9 (IRS master file code)
- Formed
- 1952
- Principal officer
- Gerry Agnes (as named on the Form 990)
- IRS ruling date
- 1 August 1968
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsDon Cheyne
≥8years on the filingsRay Martinez
≥8years on the filingsKate Brown
≥8years on the filingsNancy Herbert
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $3.38bn
- Total liabilities
- $3.03bn
- Net assets or fund balances
- $349.8m
- Contributions and grants received
- $0
- Program service revenue
- $189.4m
- Grants and similar paid out
- $532k
- Employees
- 657
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $216.4m | $182m | $34.4m |
As filed on the IRS Form 990. US dollars.
Grants paid
1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Elevations Foundation | Support scholarships | $484k |