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Nonprofit · EIN 84-0187935

CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO

Also known as 4 PARTNER CREDIT UNION, Co State Aux org

Tax-exempt · ARVADA, CO 80001

Financials

$25.9M$89.9M2023$31.9M$37.9M2024
Revenue Expenses · by fiscal year end
Financials of CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$31,884,846$37,949,581-$6,064,735$598,472,900$549,322,140$49,150,760
December 31, 2023990$25,915,778$89,889,177-$63,973,399$633,664,685$562,039,750$71,624,935
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$22,583,531
Investment income
$5,357,296
Net gain from sales of assets
$3,713,280
Other revenue
$3,944,019

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$3,100,491
Other salaries and wages
$4,982,250
Salaries, compensation and benefits (total)
$10,678,527
Professional fundraising fees
$0
Legal fees
$58,884
Accounting fees
$104,083
Occupancy
$1,160,348
Travel
$139,064
Depreciation
$889,203

Balance sheet and other

Total assets, start of year
$633,664,685
Total assets, end of year
$598,472,900
Total liabilities, end of year
$549,322,140
Net assets, end of year
$49,150,760
Land, buildings and equipment
$10,373,131
Publicly traded securities
$69,627,890
Gross unrelated business income
$30,906
Gross receipts
$54,804,566
Employees
131
Volunteers
8
Year formed
1931
State of legal domicile
CO

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
DOUG FAGANCEO/PRESIDENT
Officer
40$653,672$23,757
JENNIFER MEYERSCFO
Officer
40$290,973$21,806
SPENCER GUILFORDCOO
Officer
40$192,628$27,067
CAROL WADLEIGHCIO
Officer
40$198,041$20,744
KIM CARTERVP OF SPECIAL SERVICES
Officer
40$168,269$46,353
LAWRENCE NAZARENUSINVESTMENT ADVISOR
Highest-paid employee
40$189,124$22,272
CHOUA LYSVP OF LENDING
Officer
40$154,334$48,116
DANA ZAMORAVP OF HUMAN RESOURCES
Officer
40$160,111$36,544
EILEEN ARNOLDVP OF ACCOUNTING
Officer
40$142,211$51,924
TAMRA ANDERSONVP OF DEALER RELATIONS
Officer
40$146,836$39,424
JONATHAN SCOTTORNAVP OF TECHNOLOGY
Highest-paid employee
40$174,434$10,834
KRISTA STAFFORD-EVANSVP OF MARKETING
Officer
40$147,652$33,459
LESLIE SPENCEVP OF MEMBER EXPERIENCE
Officer
40$128,321$43,441
SHELDON MACCULLOUGHSYMITAR PROGRAMMER
Highest-paid employee
40$140,834$15,059
JORGE PALMAAVP OF FINANCE THROUGH 10/29/2024
Officer
40$113,699$13,336
9 more people on this return
NameTitleHours / weekCompensationOther / benefits
ALAN DEL ANGELIT SOFTWARE ENGINEER & ARCHITECT
Highest-paid employee
40$111,403$15,040
CHRISTIAN WATTSAPPLICATION ADMINISTRATOR
Highest-paid employee
40$107,321$14,753
LINDA HEADCHAIRPERSON
Trustee or director, Officer
20$51,000$0
TOBY RAMPASECRETARY/TREASURER
Trustee or director, Officer
6.25$45,000$0
RICHARD BOLLIGVICE CHAIRMAN
Trustee or director, Officer
10$45,000$0
TRAVIS BRAYDIRECTOR
Trustee or director
5.3$39,000$0
JULIE TOWERSDIRECTOR
Trustee or director
5$39,000$0
DAVID BURKEDIRECTOR
Trustee or director
7$39,000$0
LINDA POUNDSDIRECTOR
Trustee or director
7$39,000$0
990 for the year ended December 31, 2023: 22 people
NameTitleHours / weekCompensationOther / benefits
SUNDIE SEEFRIEDCEO OF FORMER RELATED ENTITY
Former
40$7,793,829$0
DOUG FAGANCEO/PRESIDENT
Officer
40$608,061$31,399
KIM CARTERVP OF SPECIAL SERVICES
Officer
40$307,889$16,042
CHOUA LYSVP OF LENDING
Officer
40$272,515$20,717
DANA ZAMORAVP OF HUMAN RESOURCES
Officer
40$269,759$17,012
EILEEN ARNOLDVP OF ACCOUNTING
Officer
40$259,558$24,353
JENNIFER MEYERSCFO
Officer
40$245,115$19,539
SPENCER GUILFORDCOO
Officer
40$207,296$24,621
CAROL WADLEIGHCIO
Officer
40$213,562$17,462
DEBRA DUNNING UNTIL 1003EVP
Officer
40$213,799$15,577
TAMRA ANDERSONVP OF DEALER RELATIONS
Officer
40$165,831$11,154
KRISTA STAFFORD-EVANSVP OF MARKETING
Officer
40$152,363$6,778
LESLIE SPENCEVP OF MEMBER EXPERIENCE
Officer
40$134,428$14,480
JORGE PALMAAVP OF FINANCE
Officer
40$117,350$13,609
LINDA HEADCHAIRPERSON
Trustee or director, Officer
20$51,000$0
TOBY RAMPASECRETARY/TREASURER
Trustee or director, Officer
6.25$45,000$0
RICHARD BOLLIGVICE CHAIRMAN
Trustee or director, Officer
10$45,000$0
LINDA POUNDSDIRECTOR
Trustee or director
7$39,000$0
TRAVIS BRAYDIRECTOR
Trustee or director
5.3$39,000$0
JULIE TOWERSDIRECTOR
Trustee or director
5$39,000$0
DAVID BURKEDIRECTOR
Trustee or director
5$32,500$0
ALVIN LUJANDIRECTOR (THRU 1/27/2023)
Trustee or director
10$3,250$0

Address and contacts

Address (IRS master file)
PO BOX 1346, ARVADA, CO 80001-1346
Mailing address (990-N for 2011)
6511 So Allison St, Littleton CO 80123
Principal officer (990 for 2024)
JEN MEYERS, PO BOX 1346, ARVADA, CO 80001
Principal officer (990-N for 2011)
Loudean Rodriquez, 6511 So Allison St, Littleton CO 80123
Signed the 990
JEN MEYERS, CFO
Phone
(303) 422-6221
Return prepared by
SINGERLEWAK LLP

Mission

TO PROMOTE THRIFT AND PROVIDE LOWER COST CREDIT TO THE MEMBERS OF THE CREDIT UNION. TO PROMOTE THRIFT AMONG MEMBERS BY AFFORDING THEM THE OPPORTUNITY TO ACCUMULATE PAYMENTS ON SHARES AND MAKE LOANS FROM THESE SHARES TO ITS MEMBERS.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDE A WIDE VARIETY OF FINANCIAL PRODUCTS AND SERVICES TO MEMBERS OF THE CREDIT UNION. OVER 33,000 MEMBERS SERVED.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
84-0187935
Tax-exempt status
501(c)(14): State-chartered credit union
Donations deductible
No
Exempt since
1968
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$598,472,900
Income (IRS master file)
$54,804,566

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$31,884,846$37,949,581$598,472,900IRS
990December 2023$25,915,778$89,889,177$633,664,685XML
990December 2022$100,266,157$49,075,051$695,072,554IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990-N for 2011
Officer: Loudean Rodriquez
December 31, 2011≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-0187935).

Questions about CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO

What is the EIN of CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO?
The employer identification number (EIN) of CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO is 84-0187935.
Is CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1968.
Are donations to CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO?
The 990 for the year ended December 31, 2024 names JEN MEYERS.
Who are the officers and directors of CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO?
The 990 for the year ended December 31, 2024 lists 24 people; 24 received compensation from the organization, the highest $653,672 (DOUG FAGAN, CEO/PRESIDENT).
How much revenue does CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO have?
On its 990 for the year ended December 31, 2024 it reported revenue of $31,884,846, expenses of $37,949,581 and total assets of $598,472,900 at year end.

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