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Credit Unions Chartered In The State Of Colorado

Elevations Credit Union

Organization summary

Type of Nonprofit

Designated as a State-chartered credit unions and mutual reserve funds.

Donations to this organization are not tax deductible.

Details

According to its Dec. 2022 tax filing, this nonprofit:

Provided first-class or charter travel
Organization provided first-class or charter travel to key employees or officers. Details are reported on Schedule J.

Summary charts: organization finances over time

Revenue
$141M (2022)

Expenses
$130M (2022)

Total Assets
$3.29B (2022)

Total Liabilities
$3.01B (2022)

Years with missing data
Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$140,790,639
Expenses
$130,005,373
Net Income
$10,785,266
Net Assets
$283,100,737
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $121,882,994
86.6%
Investment Income $16,478,998
11.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,881
0.0%
Net Fundraising $0
Sales of Assets $117,927
0.1%
Net Inventory Sales $0
Other Revenue $2,308,839
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $7,309,562
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $54,728,888
42.1%
Assets/Debt
Total Assets $3,294,550,654
Total Liabilities $3,011,449,917
Net Assets $283,100,737
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Brian Holst (General Counsel) $1,234,189 $0 $99,154
Aaron Staufer (Mortgage Sales Manager) $1,181,149 $0 $20,792
Gerry Agnes (President/Ceo) $1,151,811 $0 $555,112
Elizabeth Million (Svp Mortgage Sales) $1,076,388 $0 $124,328
Pierre Dupre (Cio (Thru 03/15/2022)) $1,054,401 $0 $14,147
Todd Peyok (Svp Commercial And Business Banking) $989,966 $0 $130,777
Cameron White Ford (Vp Mortgage Sales) $839,889 $0 $29,428
Michael Calcote (Chief Financial Officer) $721,132 $0 $200,970
Blake Schaefer (Mortgage Sales Manager) $719,705 $0 $29,428
Tammy Teitscheid (Chief Human Resource Officer) $640,731 $0 $134,191
Raymond Lindley (Chief Operating Officer) $596,986 $0 $160,390
Dustin Montoya (Chief Information Officer) $175,086 $0 $86,579
Wendy Beswick (Chief Marketing Officer) $55,769 $0 $10,152
Kate Brown (Board Of Directors) $50,553 $0 $0
Don Cheyne (Board Of Directors Chair) $50,246 $0 $0
Todd Gleeson (Board Of Directors) $48,214 $0 $0
Ray Martinez (Board Of Directors Vice Chair) $46,420 $0 $0
Garry Woods (Board Of Directors Secretary) $40,582 $0 $0
Barbara Brohl (Board Of Directors Treasurer) $40,000 $0 $0
Nancy Herbert (Board Of Directors) $40,000 $0 $0
Natalie Baumgartner (Board Of Directors) $40,000 $0 $0
Monica Coughlin (Board Of Directors) $40,000 $0 $0
Carroll Beach (Board Of Directors (Thru 4/2022)) $22,747 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$154,912,251
Expenses
$139,211,740
Net Income
$15,700,511
Net Assets
$301,291,165
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $150,663,181
97.3%
Investment Income $4,005,066
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$53,876
Net Inventory Sales $0
Other Revenue $297,880
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $10,240,180
7.4%
Professional Fundraising Fees $0
Other Salaries and Wages $62,057,992
44.6%
Assets/Debt
Total Assets $3,242,277,853
Total Liabilities $2,940,986,688
Net Assets $301,291,165
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Gerry Agnes (President/Ceo) $3,252,984 $0 $554,271
Cameron White Ford (Vp Mortgage Sales) $1,733,425 $0 $28,209
Aaron Staufer (Mortgage Sales Manager) $1,637,211 $0 $19,793
Elizabeth Million (Svp Mortgage Sales) $1,626,807 $0 $123,361
Michael Calcote (Chief Financial Officer) $1,566,466 $0 $191,417
Todd Peyok (Vp Commercial Lending) $1,033,688 $0 $129,823
Greg Roller (Mortgage Loan Originator) $939,347 $0 $28,209
Brian Holst (General Counsel) $726,129 $0 $149,206
Raymond Lindley (Chief Operating Officer) $694,002 $0 $159,351
Tammy Teitscheid (Chief Human Resource Officer) $691,485 $0 $133,250
Pierre Dupre (Chief Information Officer) $673,765 $0 $141,420
Peter Reicks (Cspo (Through 5/18/21)) $462,916 $0 $17,555
Jennifer Ramirez (Cxo (Through 8/23/21)) $455,223 $0 $15,740
Kate Brown (Board Of Directors Chair) $50,000 $0 $0
Don Cheyne (Board Of Directors Vice Chair) $40,000 $0 $0
Barbara Brohl (Board Of Directors Treasurer) $35,000 $0 $0
Ray Martinez (Board Of Directors Secretary) $35,000 $0 $0
Nancy Herbert (Board Of Directors) $35,000 $0 $0
Carroll Beach (Board Of Directors) $35,000 $0 $0
Natalie Baumgartner (Board Of Directors) $35,000 $0 $0
Todd Gleeson (Board Of Directors) $35,000 $0 $0
Garry Woods (Board Of Directors) $35,000 $0 $0
Katie Cowan (Board Of Directors (Through 4/26/21)) $20,000 $0 $0
Monica Coughlin (Board Of Directors) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$188,618,254
Expenses
$151,737,633
Net Income
$36,880,621
Net Assets
$286,806,912
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $177,301,013
94.0%
Investment Income $4,273,472
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,179,498
3.3%
Net Inventory Sales $0
Other Revenue $864,271
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $6,662,445
4.4%
Professional Fundraising Fees $0
Other Salaries and Wages $72,627,327
47.9%
Assets/Debt
Total Assets $2,810,808,888
Total Liabilities $2,524,001,976
Net Assets $286,806,912
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cameron White Ford (Mortgage Sales Manager) $2,073,741 $0 $27,383
Aaron Staufer (Mortgage Loan Originator) $1,713,475 $0 $19,319
Elizabeth Million (Vp Mortgage Sales) $1,529,198 $0 $71,905
Lauri Larson (Mortgage Loan Originator) $1,155,809 $0 $18,955
Todd Peyok (Vp Commercial Lending) $1,107,294 $0 $78,268
Gerry Agnes (President/Ceo) $1,034,903 $0 $553,619
Michael Calcote (Chief Financial Officer) $727,361 $0 $178,620
Brian Holst (General Counsel) $655,414 $0 $148,185
Raymond Lindley (Chief Operating Officer) $632,182 $0 $158,330
Pierre Dupre (Chief Information Officer) $617,247 $0 $140,859
Tammy Taylor (Chief Human Resource Officer) $608,391 $0 $132,540
Peter Reicks (Cspo) $376,447 $0 $117,717
Jennifer Ramirez (Cxo) $190,334 $0 $19,399
Kate Brown (Board Of Directors Chair) $50,000 $0 $0
Don Cheyne (Board Of Directors Vice Chair) $40,000 $0 $0
Ray Martinez (Board Of Directors Secretary) $35,000 $0 $0
Nancy Herbert (Board Of Directors) $35,000 $0 $0
Carroll Beach (Board Of Directors) $35,000 $0 $0
Natalie Baumgartner (Board Of Directors) $35,000 $0 $0
Katie Cowan (Board Of Directors) $35,000 $0 $0
Todd Gleeson (Board Of Directors) $35,000 $0 $0
Barbara Brohl (Board Of Directors Treasurer) $26,250 $0 $0
Eric Jones Board Of Directors (Treasurer (Through May 2020)) $20,865 $0 $0
Jim Menghi (Board Of Directors (Through May 2020)) $20,865 $0 $0
Garry Woods (Board Of Directors) $2,917 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$149,375,954
Expenses
$121,822,203
Net Income
$27,553,751
Net Assets
$249,137,059
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $130,738,518
87.5%
Investment Income $8,184,076
5.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,524,177
3.0%
Net Inventory Sales $0
Other Revenue $5,929,183
4.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,770,714
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $50,761,848
41.7%
Assets/Debt
Total Assets $2,213,511,736
Total Liabilities $1,964,374,677
Net Assets $249,137,059
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cameron White Ford (Mortgage Sales Manager) $1,053,706 $0 $27,300
Gerry Agnes (President/Ceo) $964,616 $0 $553,506
Elizabeth Million (Vp Mortgage Sales) $846,530 $0 $20,797
Todd Peyok (Vp Commercial Lending) $813,426 $0 $78,076
Aaron Staufer (Mortgage Loan Originator) $778,950 $0 $19,220
Lauri Larson (Mortgage Loan Originator) $596,715 $0 $18,746
Michael Calcote (Chief Financial Officer) $575,171 $0 $178,205
Brian Holst (General Counsel) $453,172 $0 $147,770
Pierre Dupre (Chief Information Officer) $397,099 $0 $140,539
Raymond Lindley (Chief Operating Officer) $376,249 $0 $157,912
Tammy Taylor (Chief Human Resource Officer) $366,941 $0 $132,266
Danielle Quatrochi (Cxo 6/1/19 Through 10/1/19) $293,562 $0 $21,154
Peter Reicks (Cspo) $228,833 $0 $47,012
Susan Green (Cmo Through 5/31/19) $223,701 $0 $8,125
Steven Schmidle (Cspo Through 4/5/19) $98,685 $0 $9,365
Kate Brown (Board Of Directors Chair) $48,519 $0 $0
Nancy Herbert (Board Of Directors) $46,500 $0 $0
Eric Jones (Board Of Directors Treasurer) $39,697 $0 $1,877
Carroll Beach (Board Of Directors) $38,809 $0 $0
Don Cheyne (Board Of Directors Vice Chair) $37,824 $0 $0
Natalie Baumgartner (Board Of Directors) $37,293 $0 $0
Katie Cowan (Board Of Directors) $36,286 $0 $0
Todd Gleeson (Board Of Directors) $35,689 $0 $0
Ray Martinez (Board Of Directors Secretary) $35,000 $0 $4,337
Jim Menghi (Board Of Directors) $35,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$122,875,102
Expenses
$107,449,264
Net Income
$15,425,838
Net Assets
$219,987,823
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $92,221,034
75.1%
Investment Income $7,354,772
6.0%
Bond Proceeds $0
Royalties $0
Rental Property Income -$1,113,886
Net Fundraising $0
Sales of Assets $20,133,893
16.4%
Net Inventory Sales $0
Other Revenue $4,279,289
3.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,418,499
4.1%
Professional Fundraising Fees $0
Other Salaries and Wages $44,452,893
41.4%
Assets/Debt
Total Assets $2,088,986,456
Total Liabilities $1,868,998,633
Net Assets $219,987,823
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gerry Agnes (President/Ceo) $890,899 $0 $26,166
Cameron White Ford (Mortgage Sales Maanger) $823,001 $0 $26,660
Todd Peyok (Vp Commercial Lending) $818,238 $0 $27,580
Elizabeth Million (Vp Mortgage Sales) $726,079 $0 $20,850
Aaron Staufer (Mortgage Loan Originator) $634,501 $0 $18,517
Michael Calcote (Chief Financial Officer) $538,819 $0 $27,506
James Champion (Coo) $498,119 $0 $25,835
James Perkins (Mortgage Loan Originator) $444,144 $0 $26,411
Pierre Dupre (Chief Information Officer) $426,735 $0 $19,202
Brian Holst (General Counsel) $362,929 $0 $23,238
Raymond Lindley (Chief Operating Officer) $313,351 $0 $217,928
Steven Schmidle (Cspo) $253,713 $0 $27,192
Susan Green (Cmo) $252,213 $0 $18,009
Tammy Taylor (Chief Human Resource Officer) $140,728 $0 $4,234
Nancy Herbert (Board Of Directors Chair) $40,813 $0 $0
Jim Menghi (Board Of Directors) $36,986 $0 $0
Don Cheyne (Board Of Directors) $36,953 $0 $0
Kate Brown (Board Of Directors Vice) $36,236 $0 $0
Eric Jones (Board Of Directors Treasurer) $35,326 $0 $1,877
Todd Gleeson (Board Of Directors) $34,550 $0 $0
Carroll Beach (Board Of Directors) $32,930 $0 $0
Katie Cowan (Board Of Directors) $31,725 $0 $0
Ray Martinez (Board Of Directors Secretary) $30,000 $0 $4,337
Natalie Baumgartner (Board Of Directors) $30,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$114,093,343
Expenses
$89,775,158
Net Income
$24,318,185
Net Assets
$205,219,593
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $79,024,867
69.3%
Investment Income $5,025,417
4.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $271,922
0.2%
Net Fundraising $0
Sales of Assets $24,277,414
21.3%
Net Inventory Sales $0
Other Revenue $5,493,723
4.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,128,078
4.6%
Professional Fundraising Fees $0
Other Salaries and Wages $38,208,782
42.6%
Assets/Debt
Total Assets $1,960,301,874
Total Liabilities $1,755,082,281
Net Assets $205,219,593
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cameron White Ford (Mortgage Loan Originator) $954,574 $0 $26,161
Elizabeth Million (Avp Mortgage Sales) $829,074 $0 $20,600
Gerry Agnes (President/Ceo) $818,060 $0 $2,056,223
Michael Calcote (Chief Financial Officer) $729,957 $0 $179,330
Jay Champion (Chief Operating Officer) $724,804 $0 $581,280
Todd Peyok (Vp Commercial Lending) $691,183 $0 $78,063
Aaron Staufer (Mortgage Loan Originator) $679,220 $0 $18,317
Debra Johnston (Chief People Officer) $562,534 $0 $11,111
Greg Roller (Mortgage Loan Originator) $498,162 $0 $26,460
Ray Lindley (Chief Lending Officer) $375,543 $0 $188,183
Pierre Dupre (Chief Information Officer) $346,908 $0 $53,777
Steven Schmidle (Chief Strategy & Performan) $320,501 $0 $94,859
Nancy Herbert (Board Of Directors Chair) $29,713 $0 $0
Ray Martinez (Board Of Directors Secretary) $26,837 $0 $0
Katie Cowan (Board Of Directors) $25,833 $0 $0
Jim Menghi (Board Of Directors) $25,660 $0 $0
Eric Jones (Board Of Directors Treasurer) $25,613 $0 $0
Kate Brown (Board Of Directors Vice) $24,833 $0 $0
Carroll Beach (Board Of Directors) $23,214 $0 $0
Don Cheyne (Board Of Directors) $23,068 $0 $0
Natalie Baumgartner (Board Of Directors) $22,500 $0 $0
Todd Gleeson (Board Of Directors) $22,500 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$112,141,702
Expenses
$86,112,945
Net Income
$26,028,757
Net Assets
$181,631,510
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $71,725,230
64.0%
Investment Income $4,782,131
4.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $31,301,587
27.9%
Net Inventory Sales $0
Other Revenue $4,332,754
3.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,358,039
3.9%
Professional Fundraising Fees $0
Other Salaries and Wages $38,624,449
44.9%
Assets/Debt
Total Assets $1,795,289,631
Total Liabilities $1,613,658,121
Net Assets $181,631,510
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cameron White Ford (Mortgage Loan Originator) $1,069,331 $0 $25,175
Elizabeth Million (Avp Mortgage Sales) $823,565 $0 $20,131
Gerry Agnes (President/Ceo) $814,341 $0 $555,071
Aaron Staufer (Mortgage Loan Originator) $677,840 $0 $18,117
Greg Roller (Mortgage Loan Originator) $590,244 $0 $26,260
Michael Calcote (Chief Financial Officer) $579,972 $0 $653,019
Jay Champion (Chief Operating Officer) $563,843 $0 $102,199
Annette Matthies (Former Chief Human Resources Offi) $530,065 $0 $1,538
Mary Ann Kammerer (Former Chief Administrative Offic) $525,653 $0 $225,662
Eva Gaudio (Svp Student & Govt Affairs) $244,145 $0 $518,464
Steven Schmidle (Chief Strategy & Performance Officer) $239,037 $0 $93,506
Debra Johnston (Chief People Officer) $105,128 $0 $103,140
Katie Cowan (Board Of Directors Chair) $0 $0 $0
Nancy Herbert (Board Of Directors Vice Chair) $0 $0 $0
Kate Brown (Board Of Directors Secretary) $0 $0 $0
Eric Jones (Board Of Directors Treas) $0 $0 $0
Todd Gleeson (Board Of Directors) $0 $0 $0
Jim Menghi (Board Of Directors) $0 $0 $0
Don Cheyne (Board Of Directors) $0 $0 $0
Ray Martinez (Board Of Directors) $0 $0 $0
Natalie Baumgartner (Board Of Directors) $0 $0 $0
Caroll Beach (Board Of Directors) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$89,638,435
Expenses
$72,336,540
Net Income
$17,301,895
Net Assets
$156,443,917
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $60,158,210
67.1%
Investment Income $5,989,153
6.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $19,095,684
21.3%
Net Inventory Sales $0
Other Revenue $4,395,388
4.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,389,407
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $29,726,274
41.1%
Assets/Debt
Total Assets $1,625,576,706
Total Liabilities $1,469,132,789
Net Assets $156,443,917
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cameron White Ford (Mortgage Loan Originator) $903,861 $0 $23,120
Gerry Agnes (President/Ceo) $660,721 $0 $556,311
Elizabeth Million (Avp Mortgage Sales) $592,628 $0 $18,660
Michael Calcote (Chief Financial Officer) $498,294 $0 $127,329
Michael Roth (Mortgage Loan Originator) $485,539 $0 $24,364
Jay Champion (Chief Operating Officer) $480,828 $0 $101,893
Greg Roller (Mortgage Loan Originator) $477,308 $0 $24,364
Ian Bennett (Mortgage Loan Originator) $464,963 $0 $24,493
Annette Matthies (Chief Human Resources Offi) $278,800 $0 $70,118
Mary Ann Kammerer (Chief Administrative Offic) $254,863 $0 $66,396
Todd Kern (Former Chief Marketing Officer) $215,901 $0 $2,493
Katie Larson (Board Of Directors Chair) $0 $0 $0
Nancy Herbert (Board Of Directors Vice) $0 $0 $0
Eric Jones (Board Of Directors Treas) $0 $0 $0
Todd Gleeson (Board Of Directors) $0 $0 $0
Jim Menghi (Board Of Directors) $0 $0 $0
Carol Krismann (Board Of Directors Secre) $0 $0 $0
Carroll Beach (Board Of Directors) $0 $0 $0
Don Cheyne (Board Of Directors) $0 $0 $0
Ray Martinez (Board Of Directors) $0 $0 $0
Natalie Baumgartner (Board Of Directors) $0 $0 $0
Kate Brown (Board Of Directors) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$71,844,807
Expenses
$60,177,361
Net Income
$11,667,446
Net Assets
$141,462,683
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $50,376,688
70.1%
Investment Income $8,104,635
11.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,952,176
13.9%
Net Inventory Sales $0
Other Revenue $3,411,308
4.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,657,106
4.4%
Professional Fundraising Fees $0
Other Salaries and Wages $22,329,122
37.1%
Assets/Debt
Total Assets $1,459,289,806
Total Liabilities $1,317,827,123
Net Assets $141,462,683
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gerry Agnes (President/Ceo) $763,179 $0 $291,859
Cameron White Ford (Mortgage Loan Originator) $545,264 $0 $23,988
Michael Calcote (Chief Financial Officer) $522,024 $0 $125,205
Jay Champion (Chief Operating Officer) $502,870 $0 $99,781
Elizabeth Million (Avp Mortgage Sales) $426,284 $0 $24,476
Patrick Seal (Financial Advisor) $328,643 $0 $24,132
Todd Peyok (Vp Commercial Lending) $319,371 $0 $18,936
Annette Matthies (Chief Human Resources Offi) $313,257 $0 $70,393
Todd Kern (Chief Marketing Officer) $305,450 $0 $73,571
Michael Roth (Mortgage Loan Originator) $284,671 $0 $24,374
Mary Ann Kammerer (Chief Administrative Officer) $250,326 $0 $67,221
Katie Larson (Board Of Directors Chair) $0 $0 $0
Nancy Herbert (Board Of Directors Vice) $0 $0 $0
Eric Jones (Board Of Directors Treasurer) $0 $0 $0
Todd Gleeson (Board Of Directors) $0 $0 $0
Jim Menghi (Board Of Directors) $0 $0 $0
Carol Krismann (Board Of Directors Secretary) $0 $0 $0
Carroll Beach (Board Of Directors) $0 $0 $0
Don Cheyne (Board Of Directors) $0 $0 $0
Ray Martinez (Board Of Directors) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$69,650,682
Expenses
$60,300,879
Net Income
$9,349,803
Net Assets
$124,461,278
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $45,971,287
66.0%
Investment Income $6,347,901
9.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $14,254,389
20.5%
Net Inventory Sales $0
Other Revenue $3,077,105
4.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,209,992
5.3%
Professional Fundraising Fees $0
Other Salaries and Wages $21,997,511
36.5%
Assets/Debt
Total Assets $1,365,989,525
Total Liabilities $1,241,528,247
Net Assets $124,461,278
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gerry Agnes (President/Ceo) $1,820,842 $0 $290,207
Cameron White Ford (Mortgage Sales Manager) $697,521 $0 $22,423
Michael Roth (Mortgage Loan Originator) $485,403 $0 $22,366
Lauri Larson (Mortgage Loan Originator) $476,566 $0 $15,198
Greg Roller (Mortgage Loan Originator) $435,312 $0 $22,366
Elizabeth Million (Avp Mortgage Sales) $427,152 $0 $17,989
Michael Calcote (Cfo) $360,258 $0 $124,116
Jay Champion (Cmslo) $347,206 $0 $98,954
Annette Matthies (Chief Human Resources Offi) $230,344 $0 $68,568
Todd Kern (Chief Marketing Officer) $229,894 $0 $70,349
Mary Ann Kammerer (Chief Product Officer) $221,448 $0 $64,639
Carroll Beach (Board Of Directors Chair) $0 $0 $0
Katie Larson (Board Of Directors Vice) $0 $0 $0
Jim Menghi (Board Of Directors Treas) $0 $0 $0
Todd Gleeson (Board Of Directors) $0 $0 $0
Eric Jones (Board Of Directors) $0 $0 $0
Carol Krismann (Board Of Directors) $0 $0 $0
Nancy Herbert (Board Of Directors Secre) $0 $0 $0
Don Cheyne (Board Of Directors) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$56,587,174
Expenses
$47,650,534
Net Income
$8,936,640
Net Assets
$105,160,506
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $45,506,723
80.4%
Investment Income $5,453,479
9.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,866,650
5.1%
Net Inventory Sales $0
Other Revenue $2,760,322
4.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,044,731
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $16,025,619
33.6%
Assets/Debt
Total Assets $1,143,995,462
Total Liabilities $1,038,834,956
Net Assets $105,160,506

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »