Elevations Credit Union
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Elevations Credit Union at a glance
In short: Elevations Credit Union gave $527K across 1 grant in 2024 (avg $527K), mostly in Colorado. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $526,944
- +21.9% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $526,944
- +21.9% vs 2023
- Median grant
- $526,944
- Total assets
- $3,379,866,092
- -0.9% vs 2023
- Primary geography
- Colorado (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Elevations Credit Union funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Elevations Foundation ($527K).
Grant Size Distribution
7 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 7 (57%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Elevations Credit Union gives
- Giving grew 117% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $243K (2021) to $527K (2024). In 2024 it made 1 grant totaling $527K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Elevations Foundation Boulder, CO | Support Scholarships | $526,944 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $3,379,866,092 | $216,356,677 | $181,994,947 | $526,944 | 1 | $26,669,823 |
| 2023 | $3,409,369,591 | $190,500,369 | $162,885,622 | $432,231 | 1 | $27,622,043 |
| 2022 | $3,294,550,654 | $140,790,639 | $130,005,373 | $319,672 | 2 | $16,596,925 |
| 2021 | $3,242,277,853 | $154,912,251 | $139,211,740 | $242,906 | 2 | $3,951,190 |
| 2020 | $2,810,808,888 | $188,618,254 | $151,737,633 | $500,747 | 1 | $10,452,970 |
About Elevations Credit Union
Based on IRS filings
Elevations Credit Union is a public charity, 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 grant totaling $527K. Net investment income was $26.7M.
Leadership & Key People
Officers and directors from IRS filings
Elevations Credit Union is led by Gerry Agnes, President & CEO on every filing since 2020; 22 of 24 officers listed in 2024 are compensated.
Officers on the 2024 filing
Gerry Agnes
President & CEO
On filings since 2020
40 hrs/week
$1M (2020) → $3.5M (2024)
Don Cheyne
Chair
Board of Directors - Vice Chair → Board of Directors - Chair, 2022
Board of Directors - Chair → Chair, 2024
On filings since 2020
10 hrs/week
$40K (2020) → $40K (2024)
Ray Martinez
Chair
Board of Directors - Secretary → Board of Directors - Vice Chair, 2022
Board of Directors - Vice Chair → Chair, 2024
On filings since 2020
8 hrs/week
$35K (2020) → $64K (2024)
Kate Brown
Director
Board of Directors - Chair → Board of Directors, 2022
Board of Directors → Director, 2024
On filings since 2020
6 hrs/week
$50K (2020) → $50K (2024)
Nancy Herbert
Director
Board of Directors → Director, 2024
On filings since 2020
6 hrs/week
$35K (2020) → $29K (2024)
Natalie Baumgartner
Director
Board of Directors → Director, 2024
On filings since 2020
6 hrs/week
$35K (2020) → $50K (2024)
Jennifer Pasquino
Director
Board of Directors → Director, 2024
On filings since 2023
6 hrs/week
$52K (2024)
Manuel Rodriguez
Director
Board of Directors → Director, 2024
On filings since 2023
6 hrs/week
$46K (2024)
Ann Schmiesing
Director
New on the 2024 filing
6 hrs/week
No compensation reported
Jonathan Goodman
Director
New on the 2024 filing
6 hrs/week
No compensation reported
Aaron Staufer
Mortgage Sales Manager
Mortgage Loan Originator → Mortgage Sales Manager, 2021
On filings since 2020
40 hrs/week
$1.7M (2020) → $644K (2024)
Brian Holst
General Counsel
On filings since 2020
40 hrs/week
$655K (2020) → $649K (2024)
Cameron White-Ford
Vice President Mortgage Sales
Mortgage Sales Manager → Vice President Mortgage Sales, 2021
On filings since 2020
40 hrs/week
$2.1M (2020) → $640K (2024)
Elizabeth Million
Senior Vice President Lending
Vice President Mortgage Sales → Senior Vice President Mortgage Sales, 2021
Senior Vice President Mortgage Sales → Senior Vice President Lending, 2023
On filings since 2020
40 hrs/week
$1.5M (2020) → $677K (2024)
Garry Woods
Vice Chair
Board of Directors → Board of Directors - Secretary, 2022
Board of Directors - Secretary → Vice Chair, 2024
On filings since 2020
6 hrs/week
$3K (2020) → $53K (2024)
Michael Calcote
Chief Financial Officer
On filings since 2020
40 hrs/week
$727K (2020) → $1.2M (2024)
Raymond Lindley
Chief Operating Officer
On filings since 2020
40 hrs/week
$632K (2020) → $633K (2024)
Todd Gleeson
Treasurer
Board of Directors → Board of Directors - Treasurer, 2023
Board of Directors - Treasurer → Treasurer, 2024
On filings since 2020
6 hrs/week
$35K (2020) → $53K (2024)
Tammy Teitscheid
Chief People Officer
Chief Human Resource Officer → Chief People Officer, 2024
On filings since 2021
40 hrs/week
$691K (2021) → $593K (2024)
Dustin Montoya
Chief Technology Officer
Chief Information Officer → Chief Technology Officer, 2024
On filings since 2022
40 hrs/week
$175K (2022) → $513K (2024)
Wendy Beswick
Chief Marketing Officer
On filings since 2022
40 hrs/week
$56K (2022) → $484K (2024)
Monica Stitt
Secretary
Board of Directors → Secretary, 2024
On filings since 2023
6 hrs/week
$46K (2023) → $50K (2024)
Herbert John Marx
Vice President Wealth Management
New on the 2024 filing
40 hrs/week
$801K (2024)
Rio Chacon
Mortgage Loan Originator
New on the 2024 filing
40 hrs/week
$844K (2024)
Former officers (14)
- Former: Barbara Brohl (2020–2023) — Board of Directors
- Former: Todd Peyok (2020–2023) — Senior Vice President Commercial & Business Banking
- Former: Blake Schaefer (2022–2023) — Mortgage Sales Manager
- Former: Carroll Beach (2020–2022) — Board of Directors
- Former: Pierre Dupre (2020–2022) — CIO
- Former: Monica Coughlin (2021–2022) — Board of Directors
- Former: Jennifer Ramirez (2020–2021) — Cxo
- Former: Katie Cowan (2020–2021) — Board of Directors
- Former: Peter Reicks (2020–2021) — Cspo
- Former: Greg Roller (2021) — Mortgage Loan Originator
- Former: Eric Jones Board Of Directors - (2020) — Treasurer
- Former: Jim Menghi (2020) — Board of Directors
- Former: Lauri Larson (2020) — Mortgage Loan Originator
- Former: Tammy Taylor (2020) — Chief Human Resource Officer
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $3.5M, to Gerry Agnes (President/CEO). 22 officers or directors reported compensation on that filing.
Frequently asked questions about Elevations Credit Union
How much does Elevations Credit Union give each year?
Elevations Credit Union gave $527K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $432K across 1 grant.
How large is Elevations Credit Union?
Elevations Credit Union reported $3.4B in total assets on its 2024 IRS Form 990. Its revenue that year was $216.4M.
Where does Elevations Credit Union operate?
Elevations Credit Union has awarded grants in Colorado.
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.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 8, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS October 20, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS October 19, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS October 7, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS October 15, 2025)
- IRS filings on file for fiscal years 2020–2024
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