Elevations Credit Union
TOGETHER WE CREATE SOLUTIONS FOR A BETTER LIFE.
Key facts about Elevations Credit Union
- EIN
- 84-0459116
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $483,744
- Grants made (2024)
- 1
- Average grant
- $483,744
- Median grant
- $483,744
- Total assets
- $3,379,866,092
- Primary geography
- Colorado (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
How Elevations Credit Union gives
- Giving grew 142% from 2021 to 2024. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Elevations Credit Union
- How to evaluate Elevations Credit Union as a funder
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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 grant totaling $484K. Net investment income was $26.7M.
Ready to take the next step with Elevations Credit Union?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Elevations Foundation ($483,744).
| Recipient | Purpose | Amount |
|---|---|---|
| ELEVATIONS FOUNDATION Boulder, CO | SUPPORT SCHOLARSHIPS | $483,744 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Gerry Agnes | President/CEO | 40 | $3,540,898 |
| Michael Calcote | Chief Financial Officer | 40 | $1,238,494 |
| Rio Chacon | Mortgage Loan Originator | 40 | $843,825 |
| Herbert John Marx | VP Wealth Management | 40 | $801,208 |
| Elizabeth Million | SVP Lending | 40 | $676,552 |
| Brian Holst | General Counsel | 40 | $648,902 |
| Cameron White-Ford | VP Mortgage Sales | 40 | $640,310 |
| Aaron Staufer | Mortgage Sales Manager | 40 | $643,941 |
| Raymond Lindley | Chief Operating Officer | 40 | $632,873 |
| Tammy Teitscheid | Chief People Officer | 40 | $593,111 |
| Dustin Montoya | Chief Technology Officer | 40 | $512,968 |
| Wendy Beswick | Chief Marketing Officer | 40 | $484,104 |
| Ray Martinez | Chair | 8 | $63,503 |
| Garry Woods | Vice Chair | 6 | $52,990 |
| Todd Gleeson | Treasurer | 6 | $52,864 |
| Monica Stitt | Secretary | 6 | $50,000 |
| Don Cheyne | Chair Until Apr 2024 | 10 | $40,279 |
| Jennifer Pasquino | Director | 6 | $51,980 |
| Kate Brown | Director | 6 | $50,000 |
| Natalie Baumgartner | Director | 6 | $50,000 |
| Manuel Rodriguez | Director | 6 | $45,833 |
| Nancy Herbert | Director Until Apr 2024 | 6 | $28,984 |
| Ann Schmiesing | Director | 6 | — |
| Jonathan Goodman | Director | 6 | — |
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 grant 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 grant 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.