CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO (EIN 84-0187935)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349311653
- Schema version
- 2023v5.1
- 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) |
|---|---|---|
| Return | 2024-11-15T11:49:41-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952302617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINGERLEWAK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD SUITE 1100 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840187935 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNER COLORADO CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PART | BusinessNameControlTxt |
| Phone | 3034226221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1346 | AddressLine1Txt |
| City | ARVADA | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 800011346 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEN MEYERS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3034226221 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANAZ BENYAMINI | PreparerPersonNm |
| PTIN | P00666808 | PTIN |
| Phone | 3104773924 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEN MEYERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1346 | AddressLine1Txt |
| City | ARVADA | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,915,778 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.PARTNERCOLORADOCU.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1931 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THRIFT AND PROVIDE LOWER COST CREDIT TO THE MEMBERS OF THE CREDIT UNION. TO PROMOTE THRIFT AMONG MEMBERS BY AFFORDING THEM THE OPPORTUNITY TO ACCUMULATE PAYMENTS ON SHARES AND MAKE LOANS FROM THESE SHARES TO ITS MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 140 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $29,991 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,654,920 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,385,150 | CYProgramServiceRevenueAmt |
| PY Investment Income | $72,583,578 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,075,494 | CYInvestmentIncomeAmt |
| PY Other Revenue | $27,659 | PYOtherRevenueAmt |
| CY Other Revenue | $4,455,134 | CYOtherRevenueAmt |
| PY Total Revenue | $100,266,157 | PYTotalRevenueAmt |
| CY Total Revenue | $25,915,778 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,003,651 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,737,075 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $36,071,400 | PYOtherExpensesAmt |
| CY Other Expenses | $70,152,102 | CYOtherExpensesAmt |
| PY Total Expenses | $49,075,051 | PYTotalExpensesAmt |
| CY Total Expenses | $89,889,177 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $51,191,106 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$63,973,399 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $695,072,554 | TotalAssetsBOYAmt |
| Total Assets EOY | $633,664,685 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $561,840,989 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $562,039,750 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $133,231,565 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $71,624,935 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE THRIFT AND PROVIDE LOWER COST CREDIT TO THE MEMBERS OF THE CREDIT UNION. TO PROMOTE THRIFT AMONG MEMBERS BY AFFORDING THEM THE OPPORTUNITY TO ACCUMULATE PAYMENTS ON SHARES AND MAKE LOANS FROM THESE SHARES TO ITS MEMBERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDE A WIDE VARIETY OF FINANCIAL PRODUCTS AND SERVICES TO MEMBERS OF THE CREDIT UNION. OVER 34,000 MEMBERS SERVED. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 535 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 140 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEN MEYERS | PersonNm |
| Phone | 3034226221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1346 | AddressLine1Txt |
| City | ARVADA | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 800011346 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| ALVIN LUJAN | |||||||
| DIRECTOR (THRU 1/27/2023) | 10.00 | Yes (X) | $3,250 | $0 | $0 | ||
| LINDA POUNDS | |||||||
| DIRECTOR | 7.00 | Yes (X) | $39,000 | $0 | $0 | ||
| TRAVIS BRAY | |||||||
| DIRECTOR | 5.30 | Yes (X) | $39,000 | $0 | $0 | ||
| JULIE TOWERS | |||||||
| DIRECTOR | 5.00 | Yes (X) | $39,000 | $0 | $0 | ||
| DAVID BURKE | |||||||
| DIRECTOR | 5.00 | Yes (X) | $32,500 | $0 | $0 | ||
| TOBY RAMPA | |||||||
| SECRETARY/TREASURER | 6.25 | Yes (X) | $45,000 | $0 | $0 | Yes (X) | |
| LINDA HEAD | |||||||
| CHAIRPERSON | 20.00 | Yes (X) | $51,000 | $0 | $0 | Yes (X) | |
| RICHARD BOLLIG | |||||||
| VICE CHAIRMAN | 10.00 | Yes (X) | $45,000 | $0 | $0 | Yes (X) | |
| DOUG FAGAN | |||||||
| CEO/PRESIDENT | 40.00 | $608,061 | $0 | $31,399 | Yes (X) | ||
| DEBRA DUNNING UNTIL 1003 | |||||||
| EVP | 40.00 | $213,799 | $0 | $15,577 | Yes (X) | ||
| CAROL WADLEIGH | |||||||
| CIO | 40.00 | $213,562 | $0 | $17,462 | Yes (X) | ||
| SPENCER GUILFORD | |||||||
| COO | 40.00 | $207,296 | $0 | $24,621 | Yes (X) | ||
| KIM CARTER | |||||||
| VP OF SPECIAL SERVICES | 40.00 | $307,889 | $0 | $16,042 | Yes (X) | ||
| CHOUA LY | |||||||
| SVP OF LENDING | 40.00 | $272,515 | $0 | $20,717 | Yes (X) | ||
| KRISTA STAFFORD-EVANS | |||||||
| VP OF MARKETING | 40.00 | $152,363 | $0 | $6,778 | Yes (X) | ||
| EILEEN ARNOLD | |||||||
| VP OF ACCOUNTING | 40.00 | $259,558 | $0 | $24,353 | Yes (X) | ||
| DANA ZAMORA | |||||||
| VP OF HUMAN RESOURCES | 40.00 | $269,759 | $0 | $17,012 | Yes (X) | ||
| LESLIE SPENCE | |||||||
| VP OF MEMBER EXPERIENCE | 40.00 | $134,428 | $0 | $14,480 | Yes (X) | ||
| JORGE PALMA | |||||||
| AVP OF FINANCE | 40.00 | $117,350 | $0 | $13,609 | Yes (X) | ||
| TAMRA ANDERSON | |||||||
| VP OF DEALER RELATIONS | 40.00 | $165,831 | $0 | $11,154 | Yes (X) | ||
| JENNIFER MEYERS | |||||||
| CFO | 40.00 | $245,115 | $0 | $19,539 | Yes (X) | ||
| SUNDIE SEEFRIED | |||||||
| CEO OF FORMER RELATED ENTITY | 40.00 | $7,793,829 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $11,255,105 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $232,743 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VALUETEC FINANCIAL & COMM INDUSTRIES LLC | |||||
| 14510 E FREMONT AVENUE | CENTENNIAL | CO | 80112 | ATM/ITM SERVICE | $611,409 |
| JACK HENRY | |||||
| PO BOX 609 | MONETT | MO | 65708 | CORE SYSTEM | $531,350 |
| ACCESS SOFTEK INC | |||||
| 727 ALLSTON WAY SUITE C | BERKELEY | CA | 94710 | ONLINE/MOBILE BANKING | $423,443 |
| FIS | |||||
| PO BOX 4535 | CAROL STREAM | IL | 60197 | DEBIT/CREDIT CARD PROCESSOR | $404,436 |
| VISION MEDIA | |||||
| SUITE E-100 | BELLEVUE | WA | 98112 | MEDIA BUYING | $289,948 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INTEREST ON LOANS | 522100 | $17,000,010 | $17,000,010 |
| FEES AND OTHER CHARGES | 522100 | $2,385,140 | $2,385,140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,385,150 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,061,498 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,061,498 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $13,996 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $13,996 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,996 | TotalRevenueColumnAmt |
| Exclusion | $13,996 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER INCOME | 522100 | $4,425,143 | $4,425,143 | |
| NON-MEMBER ATM FEES | 522100 | $29,991 | $29,991 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,455,134 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,915,778 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,871,791 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $29,991 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,996 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,659,597 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,059,856 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,680 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,953,677 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $777,265 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,756 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,967 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,371,385 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $764,738 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,552,939 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,010 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,188,712 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,325 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,023,618 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $889,094 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,745 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| LOSS ON THE SALE OF SUB | $41,376,147 |
| LOSS ON EQUITY INVESTME | $11,430,714 |
| INTEREST/DIVIDENDS PAID | $4,706,452 |
| CREDIT LOSS EXPENSE | $2,134,600 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $921,900 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,889,177 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,563,632 | BOYAmt |
| EOY | $13,011,576 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,174,248 | BOYAmt |
| EOY | $40,248,703 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,361,954 | BOYAmt |
| EOY | $20,541,258 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,567,501 | BOYAmt |
| EOY | $436,184,348 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,378,405 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,770,193 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,885,216 | BOYAmt |
| EOY | $11,608,212 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,538,127 | BOYAmt |
| EOY | $69,404,483 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,985,510 | BOYAmt |
| EOY | $2,080,910 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,996,366 | BOYAmt |
| EOY | $40,585,195 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $695,072,554 | BOYAmt |
| EOY | $633,664,685 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,124,130 | BOYAmt |
| EOY | $12,419,807 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,500,000 | BOYAmt |
| EOY | $27,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,216,859 | BOYAmt |
| EOY | $522,119,943 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $561,840,989 | BOYAmt |
| EOY | $562,039,750 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,301,653 | BOYAmt |
| EOY | $6,301,653 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,929,912 | BOYAmt |
| EOY | $65,323,282 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,231,565 | BOYAmt |
| EOY | $71,624,935 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $695,072,554 | BOYAmt |
| EOY | $633,664,685 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$63,973,399 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,248,288 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$881,519 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,111,230 | OtherCostOrOtherBasisAmt |
| Book Value | $1,111,230 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,989,134 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,650,475 | DepreciationAmt |
| Book Value | $9,338,659 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,215,445 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,274,577 | DepreciationAmt |
| Book Value | $940,868 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,062,596 | OtherCostOrOtherBasisAmt |
| Depreciation | $845,141 | DepreciationAmt |
| Book Value | $217,455 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,608,212 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| NCUA SHARE | $4,204,083 |
| OTHER | $21,799,795 |
| AUTOMOBILES | $88,968 |
| CONSTRUCTION IN PROCESS | $481,349 |
| OTHER RECEIVABLES | $14,011,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $40,585,195 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERS SHARE AND DEPOSIT ACCOUNTS | Desc |
| Amt | $522,119,943 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $522,119,943 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE CREDIT UNION IS EXEMPT, BY STATUTE, FROM FEDERAL AND STATE INCOME TAXES, EXCEPT TO THE EXTENT OF UNRELATED BUSINESS INCOME. UNRELATED BUSINESS INCOME IS NOT SIGNIFICANT AND NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE CREDIT UNION'S WHOLLY-OWNED SUBSIDIARY IS CONSIDERED A DISREGARDED ENTITY FOR TAX PURPOSES AND IS THEREFORE NOT SUBJECT TO FEDERAL INCOME TAX. THE CREDIT UNION HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2023 OR 2022. INTEREST ACCRUED AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS WOULD BE RECOGNIZED AS A NONINTEREST EXPENSE. DURING THE YEARS ENDED DECEMBER 31, 2023 AND 2022, THE CREDIT UNION RECOGNIZED NO TAX-RELATED INTEREST AND PENALTIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUNDIE SEEFRIED | ||||||||||||||
| CEO OF FORMER RELATED ENTITY | $0 | $0 | $0 | $0 | $7,793,829 | $0 | $0 | $0 | $0 | $0 | $7,793,829 | $0 | $0 | $0 |
| DOUG FAGAN | ||||||||||||||
| CEO/PRESIDENT | $381,350 | $0 | $58,650 | $0 | $168,061 | $0 | $21,443 | $0 | $9,956 | $0 | $639,460 | $0 | $158,461 | $0 |
| KIM CARTER | ||||||||||||||
| VP OF SPECIAL SERVICES | $144,750 | $0 | $17,195 | $0 | $145,944 | $0 | $8,376 | $0 | $7,666 | $0 | $323,931 | $0 | $145,944 | $0 |
| CHOUA LY | ||||||||||||||
| SVP OF LENDING | $151,183 | $0 | $17,276 | $0 | $104,056 | $0 | $8,430 | $0 | $12,287 | $0 | $293,232 | $0 | $104,056 | $0 |
| DANA ZAMORA | ||||||||||||||
| VP OF HUMAN RESOURCES | $148,873 | $0 | $16,830 | $0 | $104,056 | $0 | $8,250 | $0 | $8,762 | $0 | $286,771 | $0 | $104,056 | $0 |
| EILEEN ARNOLD | ||||||||||||||
| VP OF ACCOUNTING | $138,919 | $0 | $16,583 | $0 | $104,056 | $0 | $8,124 | $0 | $16,229 | $0 | $283,911 | $0 | $104,056 | $0 |
| JENNIFER MEYERS | ||||||||||||||
| CFO | $211,115 | $0 | $34,000 | $0 | $0 | $0 | $12,500 | $0 | $7,039 | $0 | $264,654 | $0 | $45,066 | $0 |
| SPENCER GUILFORD | ||||||||||||||
| COO | $180,072 | $0 | $27,224 | $0 | $0 | $0 | $8,392 | $0 | $16,229 | $0 | $231,917 | $0 | $0 | $0 |
| CAROL WADLEIGH | ||||||||||||||
| CIO | $186,138 | $0 | $27,424 | $0 | $0 | $0 | $10,082 | $0 | $7,380 | $0 | $231,024 | $0 | $0 | $0 |
| DEBRA DUNNING UNTIL 1003 | ||||||||||||||
| EVP | $180,547 | $0 | $33,252 | $0 | $0 | $0 | $8,429 | $0 | $7,148 | $0 | $229,376 | $0 | $0 | $0 |
| TAMRA ANDERSON | ||||||||||||||
| VP OF DEALER RELATIONS | $153,556 | $0 | $12,275 | $0 | $0 | $0 | $0 | $0 | $11,154 | $0 | $176,985 | $0 | $0 | $0 |
| KRISTA STAFFORD-EVANS | ||||||||||||||
| VP OF MARKETING | $135,872 | $0 | $16,491 | $0 | $0 | $0 | $6,778 | $0 | $0 | $0 | $159,141 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE CREDIT UNION HAS ESTABLISHED A NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR SELECT MEMBERS OF MANAGEMENT UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE. EACH MEMBER OF MANAGEMENT WHO IS OFFERED THE PLAN MUST BE CONTINUOUSLY EMPLOYED FOR A CERTAIN NUMBER OF YEARS TO EARN THE DEFERRED COMPENSATION PAYMENT. AMOUNTS ACCRUED UNDER THE PLAN FOR 2023 ARE AS FOLLOWS: EILEEN ARNOLD $22,917 CHOUA LY $22,917 DANA ZAMORA $22,917 KIM OLIVER $24,255 KRISTA EVANS $25,337 TAMRA ANDERSON $25,000 LESLIE SPENCE $25,000 | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (5 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| DEBRA DUNNING | |||||||
| OFFICER | SPLIT DOLLAR LIFE INSURANCE | Yes (X) | $4,138,477 | $4,476,315 | 0 | Yes (1) | Yes (1) |
| DOUGLAS FAGAN | |||||||
| OFFICER | SPLIT DOLLAR LIFE INSURANCE | Yes (X) | $11,849,477 | $10,232,568 | 0 | Yes (1) | Yes (1) |
| CAROL WADLEIGH | |||||||
| OFFICER | SPLIT DOLLAR LIFE INSURANCE | Yes (X) | $2,277,791 | $2,500,123 | 0 | Yes (1) | Yes (1) |
| SPENCER GUILFORD | |||||||
| OFFICER | SPLIT DOLLAR LIFE INSURANCE | Yes (X) | $1,038,064 | $1,122,804 | 0 | Yes (1) | Yes (1) |
| JENNIFER MEYERS | |||||||
| OFFICER | SPLIT DOLLAR LIFE INSURANCE | Yes (X) | $2,193,000 | $2,209,448 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $20,541,258 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | PARTNER COLORADO CREDIT UNION (THE CREDIT UNION) IS A MEMBER-OWNED FINANCIAL COOPERATIVE OPERATED FOR THE BENEFIT OF THE MEMBERS OF EAGLE LEGACY CREDIT UNION, DENVER WATER CREDIT UNION, AND HEALTHONE FEDERAL CREDIT UNION. THE MEMBERSHIP OF EAGLE LEGACY CONSISTS OF EMPLOYEES AND RETIREES OF THE UNITED STATES POSTAL SERVICE IN THE STATE OF COLORADO, MEMBERS AND EMPLOYEES OF MEMBERS OF THE COLORADO RESTAURANT ASSOCIATION, VARIOUS SELECT EMPLOYEE GROUPS, INDIVIDUALS LIVING OR WORKING IN THE CITIES OF ARVADA AND LITTLETON, THE COUNTY OF BROOMFIELD AND SPECIFICALLY DEFINED COMMUNITIES IN ENGLEWOOD, AURORA AND DENVER, COLORADO AND THEIR FAMILIES. THE MEMBERSHIP OF DENVER WATER CREDIT UNION CONSISTS OF EMPLOYEES, RETIREES AND THEIR FAMILIES OF THE DENVER WATER DEPARTMENT. THE MEMBERSHIP OF HEALTHONE FEDERAL CREDIT UNION CONSISTS OF EMPLOYEES, VOLUNTEERS, RETIREES OF HCA HEALTHONE, LLC OR ROSE FOUNDATION AND THEIR SPOUSES. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE CREDIT UNION ANNUALLY ELECT THE BOARD OF DIRECTORS TO SERVE FOR MULTIPLE-YEAR TERMS BY MAILING IN BALLOTS OR VOTING AT AN ANNUAL MEETING. |
| 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 11B | THE COMPLETED FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER PRIOR TO FILING. THE CHIEF FINANCIAL OFFICER IS AUTHORIZED TO SIGN AND FILE THE RETURN. THE BOARD OF DIRECTORS DOES NOT REVIEW THE FORM 990. |
| 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 | THE VP OF HUMAN RESOURCES USES TWO FORMS OF SALARY RESEARCH PROVIDERS TO GATHER THE INFORMATION FOR EVERY POSITION IN THE CREDIT UNION YEARLY AND PROVIDES THIS INFORMATION TO THE SALARY AND WAGE COMMITTEE, CONSISTING OF THREE BOARD MEMBERS. THE BOARD APPROVES THE SALARY PERCENTAGE FOR ALL THE STAFF AFTER REVIEWING THE INFORMATION PROVIDED. THE PERCENTAGES ARE BROKEN DOWN IN THREE LEVELES AND THE INCREASE IS DETERMINED ON PERFORMANCE AND THE OVERALL RATING ON THE EMPLOYEES YEARLY EVALUATION. THE BOARD APPROVES THE CEO'S SLARY AND IT CAN BE SOMETHING OTHER THAN THE APPROVED PERCENTAGE FOR ALL THE STAFF. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR REVIEW UPON REQUEST AT THE CREDIT UNION. MONTHLY FINANCIAL STATEMENTS ARE AVAILABLE AND ON DISPLAY AT THE CREDIT UNION. QUARTERLY FINANCIAL DATA IS ACCESSIBLE TO THE PUBLIC AT WWW.NCUA.GOV. |
| FORM 990, PART XI, LINE 9: | ADJUSTMENT DUE TO EARLY ADOPTION OF CECL -881,519. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNER COLORADO CREDIT UNION HOLDING COMPANY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6221 SHERIDAN BLVD | AddressLine1Txt |
| City | ARVADA | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853129529 | EIN |
| Primary Activities | CREDIT UNION SERVICE ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNER COLORADO CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |