Elevations Credit Union logo

Elevations Credit Union

BOULDER, CO EIN: 84-0459116 Website

TOGETHER WE CREATE SOLUTIONS FOR A BETTER LIFE.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.4B

-0.9% YoY

Annual Giving

$484K

+24.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$484K

+24.3% YoY

About Elevations Credit Union

Based on IRS filings

Elevations Credit Union is a nonprofit organization, based in BOULDER, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.4B in total assets. In 2024, it awarded 1 grants totaling $484K. Net investment income was $26.7M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

BoulderDenver

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$59M$119M$178M$238M20202021202220232024
Metric202420232022
Total Assets$3,379,866,092$3,409,369,591$3,294,550,654
Revenue$216,356,677$190,500,369$140,790,639
Expenses$181,994,947$162,885,622$130,005,373
Qualifying Distributions
Net Investment Income$26,669,823$27,622,043$16,596,925
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$121K$242K$363K$484K1 grants20202 grants20212 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

ELEVATIONS FOUNDATION$484K

Grant Size Distribution

7 grants across all recorded years

<$50K1$50–100K3$100–250K3$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Elevations Foundation ($483,744).

RecipientPurposeAmount
ELEVATIONS FOUNDATION BOULDER, COSUPPORT SCHOLARSHIPS$483,744

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

GERRY AGNESPRESIDENT/CEO$3.5MMICHAEL CALCOTECHIEF FINANCIAL OFFICER$1.2MRIO CHACONMORTGAGE LOAN ORIGINATOR$844KHERBERT JOHN MARXVP WEALTH MANAGEMENT$801KELIZABETH MILLIONSVP LENDING$677KBRIAN HOLSTGENERAL COUNSEL$649KAARON STAUFERMORTGAGE SALES MANAGER$644KCAMERON WHITE-FORDVP MORTGAGE SALES$640KRAYMOND LINDLEYCHIEF OPERATING OFFICER$633KTAMMY TEITSCHEIDCHIEF PEOPLE OFFICER$593KDUSTIN MONTOYACHIEF TECHNOLOGY OFFICER$513KWENDY BESWICKCHIEF MARKETING OFFICER$484KRAY MARTINEZCHAIR$64KGARRY WOODSVICE CHAIR$53KTODD GLEESONTREASURER$53KJENNIFER PASQUINODIRECTOR$52KMONICA STITTSECRETARY$50KKATE BROWNDIRECTOR$50KNATALIE BAUMGARTNERDIRECTOR$50KMANUEL RODRIGUEZDIRECTOR$46KDON CHEYNECHAIR UNTIL APR 2024$40KNANCY HERBERTDIRECTOR UNTIL APR 2024$29K

From 2024 filing

NameTitleHoursCompensation
GERRY AGNESPRESIDENT/CEO40$3,540,898
MICHAEL CALCOTECHIEF FINANCIAL OFFICER40$1,238,494
RIO CHACONMORTGAGE LOAN ORIGINATOR40$843,825
HERBERT JOHN MARXVP WEALTH MANAGEMENT40$801,208
ELIZABETH MILLIONSVP LENDING40$676,552
BRIAN HOLSTGENERAL COUNSEL40$648,902
CAMERON WHITE-FORDVP MORTGAGE SALES40$640,310
AARON STAUFERMORTGAGE SALES MANAGER40$643,941
RAYMOND LINDLEYCHIEF OPERATING OFFICER40$632,873
TAMMY TEITSCHEIDCHIEF PEOPLE OFFICER40$593,111
DUSTIN MONTOYACHIEF TECHNOLOGY OFFICER40$512,968
WENDY BESWICKCHIEF MARKETING OFFICER40$484,104
RAY MARTINEZCHAIR8$63,503
GARRY WOODSVICE CHAIR6$52,990
TODD GLEESONTREASURER6$52,864
MONICA STITTSECRETARY6$50,000
DON CHEYNECHAIR UNTIL APR 202410$40,279
JENNIFER PASQUINODIRECTOR6$51,980
KATE BROWNDIRECTOR6$50,000
NATALIE BAUMGARTNERDIRECTOR6$50,000
MANUEL RODRIGUEZDIRECTOR6$45,833
NANCY HERBERTDIRECTOR UNTIL APR 20246$28,984
ANN SCHMIESINGDIRECTOR6
JONATHAN GOODMANDIRECTOR6

Frequently Asked Questions

How large is Elevations Credit Union?

As of 2024, Elevations Credit Union holds $3.4B in total assets with $216.4M in annual revenue. It awarded 1 grants totaling $484K in 2024.

Where does Elevations Credit Union operate?

Elevations Credit Union has awarded grants in Colorado.

What size grants does Elevations Credit Union award?

In 2024, Elevations Credit Union awarded 1 grants totaling $484K — an average of about $484K per grant, based on its IRS Form 990 filings.

What is Elevations Credit Union's EIN?

Elevations Credit Union's EIN (Employer Identification Number) is 84-0459116. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Elevations Credit Union's focus areas in our free grants database

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Funders that support many of the same organizations

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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