CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO (EIN 84-0459116)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201303199349305010
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T12:14:48-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841474365 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holben Hay Lake Balzer CPAs LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1777 S Harrison Street 1000 | AddressLine1 |
| City | Denver | City |
| State | CO | State |
| ZIP Code | 80210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840459116 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elevations Credit Union | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ELEV | NameControl |
| Phone | 3034434672 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 9004 | AddressLine1 |
| City | Boulder | City |
| State | CO | State |
| ZIP Code | 803019004 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael Calcote | Name |
| Title | CFO | Title |
| Phone | 3034434672 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sheila M Balzer | Name |
| PTIN | P00967957 | PTIN |
| Phone | 3037592727 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Gerry Agnes | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 9004 | AddressLine1 |
| City | Boulder | City |
| State | CO | State |
| ZIP Code | 803019004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 727358945 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.ELEVATIONSCU.COM | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Type Of Org Other Description | CREDIT UNION | TypeOfOrgOtherDescription |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | CO | StateLegalDomicile |
| Activity Or Mission Description | WE PROVIDE SOLUTIONS FOR A BETTER LIFE. THE CREDIT UNION PROMOTES THRIFT AND PROVIDES LOWER COST CREDIT TO THE MEMBERS OF THE CREDIT UNION. THE CREDIT UNION PROMOTES THRIFT AMONG MEMBERS BY AFFORDING THEM THE OPPORTUNITY TO ACCUMULATE PAYMENTS ON SHARES AND TO MAKE LOANS FROM THESE SHARES TO ITS MEMBERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 415 | TotalNbrEmployees |
| Total Nbr Volunteers | 13 | TotalNbrVolunteers |
| Total Gross UBI | 117145 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -3503 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 45506723 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 48034302 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8320129 | InvestmentIncomePriorYear |
| Investment Income Current Year | 18030247 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2760322 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2270045 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 56587174 | TotalRevenuePriorYear |
| Total Revenue Current Year | 68334594 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 20922366 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 26774841 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 26728168 | OtherExpensePriorYear |
| Other Expenses Current Year | 31017699 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 47650534 | TotalExpensesPriorYear |
| Total Expenses Current Year | 57792540 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 8936640 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 10542054 | RevenuesLessExpensesCY |
| Total Assets BOY | 1143995462 | TotalAssetsBOY |
| Total Assets EOY | 1285023241 | TotalAssetsEOY |
| Total Liabilities BOY | 1038834956 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1166771498 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 105160506 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 118251743 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WE PROVIDE SOLUTIONS FOR A BETTER LIFE. THE CREDIT UNION PROMOTES THRIFT AND PROVIDES LOWER COST CREDIT TO THE MEMBERS OF THE CREDIT UNION. THE CREDIT UNION PROMOTES THRIFT AMONG MEMBERS BY AFFORDING THEM THE OPPORTUNITY TO ACCUMULATE PAYMENTS ON SHARES AND TO MAKE LOANS FROM THESE SHARES TO ITS MEMBERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 0 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | ELEVATIONS SERVES BOULDER, BROOMFIELD, LARIMER, AND ADAMS COUNTIES, THE CITY OF LOVELAND AND THESE US CENSUS TRACTS IN THE CITY OF WESTMINSTER: 1) 8001008528, 2) 8001009325, 3) 8001009408, 4) 8001009409, 5) 8059009826, 6) 8059009825 AND OFFERS A FULL ARRAY OF PRODUCTS AND SERVICES INCLUDING DEPOSITORY AND LOAN PRODUCTS, ATM/DEBIT PROGRAM, FINANCIAL EDUCATION, INSURANCE AND INVESTMENT SALES. WE ENDED THE YEAR WITH 99,070 MEMBERS AND 121,356 SHARE ACCOUNTS. THERE WERE 9,834 LOANS GRANTED TOTALING $850,220,552. ELEVATIONS CURRENTLY OFFERS TEN BRANCH LOCATIONS AND A WIDE ARRAY OF REMOTE OPTIONS THROUGH OUR COOPERATION WITH THE COOP ATM NETWORK, CREDIT UNION SERVICE NETWORK AND ONLINE BANKING OFFERINGS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 23020 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 415 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN SCHMIDLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3034434672 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9004 | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 803019004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| CARROLL BEACH | |||||||
| BOARD OF DIRECTORS - CHAIR | 4.00 | X | 0 | 0 | 0 | ||
| KATIE LARSON | |||||||
| BOARD OF DIRECTORS - VICE CHAIR | 3.00 | X | 0 | 0 | 0 | ||
| JIM MENGHI | |||||||
| BOARD OF DIRECTORS - TREASURER | 3.00 | X | 0 | 0 | 0 | ||
| TODD GLEESON | |||||||
| BOARD OF DIRECTORS | 3.00 | X | 0 | 0 | 0 | ||
| ERIC JONES | |||||||
| BOARD OF DIRECTORS | 3.00 | X | 0 | 0 | 0 | ||
| CAROL KRISMANN | |||||||
| BOARD OF DIRECTORS | 3.00 | X | 0 | 0 | 0 | ||
| NANCY HERBERT | |||||||
| BOARD OF DIRECTORS - SECRETARY | 3.00 | X | 0 | 0 | 0 | ||
| DON CHEYNE | |||||||
| BOARD OF DIRECTORS | 3.00 | X | 0 | 0 | 0 | ||
| GERRY AGNES | |||||||
| PRESIDENT/CEO | 40.00 | 619764 | 0 | 277086 | X | ||
| MICHAEL CALCOTE | |||||||
| CFO | 40.00 | 343087 | 0 | 121905 | X | ||
| JAY CHAMPION | |||||||
| CMLO | 40.00 | 339708 | 0 | 96851 | X | ||
| ANNETTE MATTHIES | |||||||
| CHIEF HUMAN RESOURCES OFFICER | 40.00 | 239834 | 0 | 18043 | X | ||
| TODD KERN | |||||||
| CHIEF MARKETING OFFICER | 40.00 | 225307 | 0 | 22134 | X | ||
| MARY ANN KAMMERER | |||||||
| CHIEF PRODUCT OFFICER | 40.00 | 235317 | 0 | 22633 | X | ||
| CAMERON WHITE-FORD | |||||||
| MORTGAGE LOAN ORIGINATOR | 40.00 | 705622 | 0 | 21952 | X | ||
| MICHAEL ROTH | |||||||
| MORTGAGE LOAN ORIGINATOR | 40.00 | 479778 | 0 | 22150 | X | ||
| GREG ROLLER | |||||||
| MORTGAGE LOAN ORIGINATOR | 40.00 | 438266 | 0 | 22362 | X | ||
| ELIZABETH MILLION | |||||||
| AVP MORTGAGE SALES | 40.00 | 427134 | 0 | 17219 | X | ||
| JOEL BEYER | |||||||
| MORTGAGE LOAN ORIGINATOR | 40.00 | 399554 | 0 | 20492 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4453371 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 662827 | TotalOtherCompensation |
| Number Individuals GT100 K | 42 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| COESTER APPRAISAL | |||||
| 7361 CALHOUN PL 505 | ROCKVILLE | MD | 20855 | APPRAISALS | 1000855 |
| JACK HENRY & ASSOCIATES | |||||
| PO BOX 609 | MONETT | MO | 65708 | CORE SYSTEM | 989376 |
| URBAN LENDING | |||||
| 11802 RIDGE PKWY 200 | BROOMFIELD | CO | 80021 | APPRAISALS/PROCESSING | 836227 |
| OUTPUT SERVICES | |||||
| 6410 ODELL PL | BOULDER | CO | 80301 | STATEMENT MAILING | 552166 |
| DIEBOLD INCORPORATED | |||||
| PO BOX 643543 | PITTSBURGH | PA | 15264 | ATM/CDM MAINTENANCE | 504776 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 38 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| INTEREST ON LOANS TO M | 522100 | 33544296 | 33544296 | |
| INTERCHANGE INCOME | 522100 | 9005024 | 9005024 | |
| FEES AND SERVICE CHARGES | 522100 | 5367837 | 5367837 | |
| UNRELATED BUSINESS INCOME | 900099 | 117145 | 117145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 48034302 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6210924 | TotalRevenueColumn |
| Exclusion | $6,210,924 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 670843674 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 659024351 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 11819323 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11819323 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11819323 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 522100 | BusinessCode |
| Total Revenue Column | 2270045 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2270045 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2270045 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 68334594 | TotalRevenueColumn |
| Related Or Exempt Function Income | 62006525 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 117145 | UnrelatedBusinessRevenue |
| Exclusion | $6,210,924 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2003017 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20170749 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 631116 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2456261 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1513698 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82125 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 297616 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1458383 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2160403 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8627668 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128620 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2840705 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 486903 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2249673 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227013 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| LOAN SERVICING EXPENSE | 3904078 |
| INTEREST/DIVIDENDS PAID | 3716474 |
| PROVISION FOR LOAN LOSS | 3169905 |
| CORPORATE CREDIT UNION | 966123 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 702010 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57792540 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8974506 | BOY |
| EOY | 9157750 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91042001 | BOY |
| EOY | 208155265 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7229988 | BOY |
| EOY | 4950138 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 677998195 | BOY |
| EOY | 658693653 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1193916 | BOY |
| EOY | 1391269 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 43611660 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21125960 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23266084 | BOY |
| EOY | 22485700 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 295460088 | BOY |
| EOY | 328825795 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 904000 | BOY |
| EOY | 427000 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5714962 | BOY |
| EOY | 5652582 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32211722 | BOY |
| EOY | 45284089 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1143995462 | BOY |
| EOY | 1285023241 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18733408 | BOY |
| EOY | 18668209 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5542796 | BOY |
| EOY | 8965168 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1014558752 | BOY |
| EOY | 1139138121 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1038834956 | BOY |
| EOY | 1166771498 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11879720 | BOY |
| EOY | 11879720 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93280786 | BOY |
| EOY | 106372023 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105160506 | BOY |
| EOY | 118251743 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1143995462 | BOY |
| EOY | 1285023241 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 10542054 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2549183 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4576352 | OtherCostOrOtherBasis |
| Book Value | 4576352 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16020931 | OtherCostOrOtherBasis |
| Depreciation | 4675647 | Depreciation |
| Book Value | 11345284 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3263009 | OtherCostOrOtherBasis |
| Depreciation | 2051040 | Depreciation |
| Book Value | 1211969 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19751368 | OtherCostOrOtherBasis |
| Depreciation | 14399273 | Depreciation |
| Book Value | 5352095 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 22485700 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REGULAR SHARES | $270,816,681 |
| SHARE DRAFT ACCOUNTS | $297,567,675 |
| MONEY MARKET ACCOUNTS | $367,368,515 |
| CERTIFICATES | $193,753,133 |
| IRA SHARES | $9,632,117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1139138121 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 68334594 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 68334594 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 68334594 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 57792540 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 57792540 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 57792540 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Uncertain Tax Positions Under FIN 48: | Identifier |
| Return Reference | Part X, Line 2: | ReturnReference |
| Explanation | FASB ASC 740-10-25 CLARIFIES ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES REPORTED IN THE FINANCIAL STATEMENTS. THE INTERPRETATION PROVIDES CRITERIA FOR ASSESSMENT OF INDIVIDUAL TAX POSITIONS AND A PROCESS FOR RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. TAX POSITIONS ARE EVALUATED ON WHETHER THEY MEET THE "MORE LIKELY THAN NOT" STANDARD FOR SUSTAINABILITY UPON EXAMINATION BY TAX AUTHORITIES. AS A RESULT OF ADOPTING ASC 740-10-25, THE CREDIT UNION HAS ASSESSED ITS ACTIVITIES AND ANY POTENTIAL FEDERAL OR STATE INCOME TAX LIABILITY AND DETERMINED THAT THE CREDIT UNION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ADDITIONALLY, NO INTEREST AND PENALTIES HAVE BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. CURRENTLY, THE 2011, 2010 AND 2009 FEDERAL INCOME TAX RETURNS ARE OPEN FOR EXAMINATION BY THE IRS. THE FILING YEARS OPEN FOR EXAMINATION BY THE STATE, IF APPLICABLE, MAY BE EQUAL TO, GREATER THAN OR LESS THAN THE YEARS OPEN FOR EXAMINATION BY THE IRS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELEVATIONS FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9004 | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 273484142 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 190627 | AmountOfCashGrant |
| Purpose Of Grant | SUPPORT SCHOLARSHIPS, ETC. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: THE CREDIT UNION RECEIVES AN ANNUAL REPORT FROM THE FOUNDATION INDICATING WHERE THE FUNDS HAVE BEEN DISTRIBUTED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GERRY AGNES | ||||||||||||||
| PRESIDENT/CEO | 446397 | 0 | 173367 | 0 | 0 | 0 | 263625 | 0 | 13461 | 0 | 896850 | 0 | 0 | 0 |
| MICHAEL CALCOTE | ||||||||||||||
| CFO | 235207 | 0 | 107880 | 0 | 0 | 0 | 110000 | 0 | 11905 | 0 | 464992 | 0 | 0 | 0 |
| JAY CHAMPION | ||||||||||||||
| CMLO | 235918 | 0 | 103790 | 0 | 0 | 0 | 85000 | 0 | 11851 | 0 | 436559 | 0 | 0 | 0 |
| ANNETTE MATTHIES | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | 173660 | 0 | 66174 | 0 | 0 | 0 | 9847 | 0 | 8196 | 0 | 257877 | 0 | 0 | 0 |
| TODD KERN | ||||||||||||||
| CHIEF MARKETING OFFICER | 163232 | 0 | 62075 | 0 | 0 | 0 | 9229 | 0 | 12905 | 0 | 247441 | 0 | 0 | 0 |
| MARY ANN KAMMERER | ||||||||||||||
| CHIEF PRODUCT OFFICER | 169050 | 0 | 66267 | 0 | 0 | 0 | 9643 | 0 | 12990 | 0 | 257950 | 0 | 0 | 0 |
| CAMERON WHITE-FORD | ||||||||||||||
| MORTGAGE LOAN ORIGINATOR | 0 | 0 | 2248 | 0 | 703374 | 0 | 10000 | 0 | 11952 | 0 | 727574 | 0 | 0 | 0 |
| MICHAEL ROTH | ||||||||||||||
| MORTGAGE LOAN ORIGINATOR | 0 | 0 | 2898 | 0 | 476880 | 0 | 10000 | 0 | 12150 | 0 | 501928 | 0 | 0 | 0 |
| GREG ROLLER | ||||||||||||||
| MORTGAGE LOAN ORIGINATOR | 0 | 0 | 2923 | 0 | 435343 | 0 | 10000 | 0 | 12362 | 0 | 460628 | 0 | 0 | 0 |
| ELIZABETH MILLION | ||||||||||||||
| AVP MORTGAGE SALES | 27231 | 0 | 2992 | 0 | 396911 | 0 | 10000 | 0 | 7219 | 0 | 444353 | 0 | 0 | 0 |
| JOEL BEYER | ||||||||||||||
| MORTGAGE LOAN ORIGINATOR | 0 | 0 | 2248 | 0 | 397306 | 0 | 10000 | 0 | 10492 | 0 | 420046 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 4b | ReturnReference |
| Explanation | GERRY AGNES (ACCRUED BENEFIT OF $1,083,333 AS OF 12/31/12), MICHAEL CALCOTE (ACCRUED BENEFIT OF $154,167 AS OF 12/31/12), ANNETTE MATTHIES (ACCRUED BENEFIT OF $77,083 AS OF 12/31/12), JAY CHAMPION (ACCRUED BENEFIT OF $115,625 AS OF 12/31/12), TODD KERN (ACCRUED BENEFIT OF $54,167 AS OF 12/31/12), AND MARY ANN KAMMERER (ACCRUED BENEFIT OF $45,139 AS OF 12/31/12) | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELEVATIONS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | FOUNDATION BOARD CONSISTS OF CREDIT UNION MANAGEMENT AND DIRECTORS | Relationship |
| Amount Of Transaction | 190627 | AmountOfTransaction |
| Description Of Transaction | CONTRIBUTION FROM CREDIT UNION TO FOUNDATION | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 4 | THE CREDIT UNION AMENDED ITS CHARTER ADDING LARIMER AND ADAMS COUNTIES IN THE STATE OF COLORADO TO ITS FIELD OF MEMBERSHIP. | |
| Form 990, Part VI, Section A, line 6 | ELEVATIONS CREDIT UNION IS A MEMBER-OWNED COOPERATIVE OPERATED FOR THE BENEFIT OF INDIVIDUALS LIVING OR WORKING IN THE COUNTIES OF BOULDER, BROOMFIELD, LARIMER, AND ADAMS, SPECIFICALLY DEFINED COMMUNITIES IN WESTMINSTER, EMPLOYEES, RETIREES OR STUDENTS OF THE UNIVERSITY OF COLORADO-BOULDER OR NAROPA UNIVESITY, VARIOUS SELECT EMPLOYEE GROUPS AND THEIR FAMILIES. | |
| Form 990, Part VI, Section A, line 7a | MEMBERS OF THE CREDIT UNION HAVE THE RIGHT TO ELECT ONE OR MORE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY, WHETHER PERIODICALLY, AS VACANCIES ARISE OR OTHERWISE. | |
| Form 990, Part VI, Section A, line 7b | VARIOUS DECISIONS MADE BY THE BOARD OF DIRECTORS FOR A CREDIT UNION ARE SUBJECT TO APPROVAL BY THE MEMBERS OF THE CREDIT UNION AS SET FORTH IN NCUA RULES AND REGULATIONS AND APPLICABLE STATE REGULATIONS. | |
| Form 990, Part VI, Section B, line 11 | THE ACCOUNTING MANAGER AND VP OF FINANCE PROVIDE NECESSARY RESEARCH AND DATA TO THE PREPARERS OF THE FORM 990. THE VP OF FINANCE AND THE CFO REVIEW THE FORM 990; THE BOARD OF DIRECTORS ARE ALSO PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO FILING. | |
| Form 990, Part VI, Section B, line 12c | A WRITTEN ACKNOWLEDGMENT IS FILLED OUT EACH YEAR BY THE OFFICERS, DIRECTORS, AND EMPLOYEES WHICH COULD GIVE RISE TO POTENTIAL CONFLICTS WITHIN THE ORGANIZATION. ANY POTENTIAL ISSUES ARE DISCUSSED WITH THE KEY OFFICERS AND THOSE CHARGED WITH GOVERNANCE FOR RESOLUTION. | |
| Form 990, Part VI, Section B, line 15 | HUMAN RESOURCES CONDUCTS A COMPREHENSIVE COMPENSATION MARKET ANALYSIS USING THREE DIFFERENT RESOURCES. | |
| Form 990, Part VI, Section C, line 19 | FILING OF 5300 CALL REPORT DATA IS AVAILABLE TO THE PUBLIC AT WWW.NCUA.GOV. ANNUAL REPORTS ARE AVAILABLE FOR VIEWING ON THE CREDIT UNION'S WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC. | |
| SCHEDULE J, PART II, SECTION A | THE CREDIT UNION HAD RECORD SUCCESS IN 2012 IN ORIGINATING MORTGAGE LOANS FOR ITS MEMBERS, AND WAS THE #1 MORTGAGE LOAN ORIGINATOR IN ITS MARKETPLACE. THE COMPENSATION INFORMATION REPORTED ON PAGE 7 AND SCHEDULE J FOR THE LISTED MORTGAGE POSITIONS, WHO ARE PAID INCENTIVES FOR MORTGAGE LOAN PRODUCTION, IS REFLECTIVE OF THIS SUCCESS. | COMPENSATION OF MORTGAGE ORIGINATORS |
| FORM 990, PART XI, LINE 2C | SELECTION OF THE AUDITORS AND OVERSIGHT OF THE AUDITORS IS DONE BY THE SUPERVISORY COMMITTEE. THERE WERE NO CHANGES TO THE SELECTION OR OVERSIGHT PRACTICES DURING 2012. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELEVATIONS FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9004 | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273484142 | EIN |
| Primary Activities | COLLECT/DISTRIBUTE FUNDS TO SUPPORT CAUSES IN AREAS SERVED BY CREDIT UNION | PrimaryActivities |
| Legal Domicile State | CO | LegalDomicileState |
| Exempt Code Section | 3 | ExemptCodeSection |
| Public Charity Status | 170(b)(A)(vi) | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELEVATIONS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Amount Involved | 190627 | AmountInvolved |