Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 84-0402825

CREDIT UNIONS CHARTERED IN COLORADO

Also known as CREDIT UNION OF THE ROCKIES

Tax-exempt · GOLDEN, CO 80402

Financials

$5.8M$5.5M2023$6.2M$6M2024$6.8M$6.3M2025
Revenue Expenses · by fiscal year end
Financials of CREDIT UNIONS CHARTERED IN COLORADO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$6,765,669$6,338,784$426,885$116,870,807$104,897,571$11,973,236
December 31, 2024990$6,241,142$6,047,591$193,551$108,620,049$97,544,832$11,075,217
December 31, 2023990$5,809,073$5,528,733$280,340$114,491,021$103,965,218$10,525,803
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$300,000
of which government grants
$300,000
Program service revenue
$5,340,936
Investment income
$1,108,592
Royalties
$3,061
Net rental income
$13,080
Other revenue
$16,141

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$611,544
Other salaries and wages
$1,701,390
Salaries, compensation and benefits (total)
$2,884,088
Professional fundraising fees
$0
Legal fees
$9,217
Accounting fees
$37,779
Occupancy
$176,041
Travel
$25,643
Depreciation
$90,750

Balance sheet and other

Total assets, start of year
$108,620,049
Total assets, end of year
$116,870,807
Total liabilities, end of year
$104,897,571
Net assets, end of year
$11,973,236
Land, buildings and equipment
$590,682
Publicly traded securities
$16,856,226
Gross unrelated business income
$7,261
Gross receipts
$6,770,289
Employees
39
Volunteers
12
Year formed
1937
State of legal domicile
CO

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
PETER BULLARDPRESIDENT/CEO
Officer
50$227,991$20,741
ROBERT BRUHNCFO
Officer
50$150,103$17,088
KARRIE MARCHESECOO
Officer
50$142,571$20,650
MARTINA FERRISCHAIRPERSON
Trustee or director
1$5,400$0
DAVID REYNOLDSVICE CHAIRPERSON
Trustee or director
0.5$5,400$0
WENDY DAVISSECRETARY/TREASURER
Trustee or director
0.5$5,400$0
THOMAS DAVIDSONDIRECTOR
Trustee or director
0.5$5,400$0
ANDREW MCCABEDIRECTOR
Trustee or director
0.5$5,400$0
MILFORD ADAMSDIRECTOR
Trustee or director
0.5$5,400$0
990 for the year ended December 31, 2024: 10 people
NameTitleHours / weekCompensationOther / benefits
PETER BULLARDPRESIDENT/CEO
Officer
50$224,328$20,096
ROBERT BRUHNCFO
Officer
50$138,874$15,619
KARRIE MARCHESECOO
Officer
50$129,257$19,136
DAVID REYNOLDSVICE CHAIRPERSON
Trustee or director
0.5$5,100$0
WENDY DAVISSECRETARY/TREASURER
Trustee or director
0.5$5,100$0
THOMAS DAVIDSONDIRECTOR
Trustee or director
0.5$5,100$0
MILFORD ADAMSDIRECTOR
Trustee or director
0.5$5,100$0
ANDREW MCCABEDIRECTOR
Trustee or director
0.5$5,100$0
MARTINA FERRISCHAIRPERSON
Trustee or director
1$3,038$0
NATHANIEL PETERSONDIRECTOR
Trustee or director
0.5$2,125$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensationOther / benefits
PETER BULLARDPRESIDENT/CEO
Officer
50$199,173$18,627
KARRIE MARCHESECOO
Officer
50$107,764$17,759
ROBERT BRUHNCFO
Officer
50$111,522$7,068
DAVID REYNOLDSVICE CHAIRPERSON
Trustee or director
0.5$4,994$0
WENDY DAVISSECRETARY/TREASURER
Trustee or director
0.5$4,994$0
THOMAS DAVIDSONDIRECTOR
Trustee or director
0.5$4,994$0
ANDREW MCCABEDIRECTOR
Trustee or director
0.5$4,994$0
NATHANIEL PETERSONDIRECTOR
Trustee or director
0.5$4,994$0
MILFORD ADAMSDIRECTOR
Trustee or director
0.5$4,757$0
MARTINA FERRISCHAIRPERSON
Trustee or director
1$3,846$0

Address and contacts

Address (IRS master file)
PO BOX 19129, GOLDEN, CO 80402-6052
In care of
% THE ORGANIZATION
Principal officer (990 for 2025)
PETER BULLARD, PO BOX 19129, GOLDEN, CO 80402
Signed the 990
ROBERT BRUHN, CFO
Phone
(303) 273-5200
Return prepared by
DOEREN MAYHEW

Mission

OUR VISION IS TO BE THE FOREMOST PROVIDER OF FINANCIAL SOLUTIONS ENRICHING BOTH OUR MEMBERS' LIVES AND THE MOUNTAIN COMMUNITIES WE SERVE. OUR MISSION IS TO HELP OUR MEMBERS ACHIEVE THEIR FINANCIAL DREAMS, WHILE OUR ASPIRATION IS TO BECOME THE MORE TRUSTED SOURCE OF FINANCIAL SERVICES IN THE COLORADO ROCKY MOUNTAIN REGION.

990 for the year ended December 31, 2025

Program accomplishments

  • PROVIDE A WIDE VARIETY OF FINANCIAL PRODUCTS AND SERVICES TO NEARLY 8,200 MEMBERS OF THE CREDIT UNION.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
84-0402825
Tax-exempt status
501(c)(14): State-chartered credit union
Donations deductible
No
Exempt since
1968
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$116,870,807
Income (IRS master file)
$6,770,289

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$6,765,669$6,338,784$116,870,807XML
990December 2024$6,241,142$6,047,591$108,620,049XML
990December 2023$5,809,073$5,528,733$114,491,021XML
990December 2022$5,012,668$4,683,619$124,187,200IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-0402825).

Questions about CREDIT UNIONS CHARTERED IN COLORADO

What is the EIN of CREDIT UNIONS CHARTERED IN COLORADO?
The employer identification number (EIN) of CREDIT UNIONS CHARTERED IN COLORADO is 84-0402825.
Is CREDIT UNIONS CHARTERED IN COLORADO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1968.
Are donations to CREDIT UNIONS CHARTERED IN COLORADO tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CREDIT UNIONS CHARTERED IN COLORADO file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CREDIT UNIONS CHARTERED IN COLORADO due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CREDIT UNIONS CHARTERED IN COLORADO last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of CREDIT UNIONS CHARTERED IN COLORADO?
The 990 for the year ended December 31, 2025 names PETER BULLARD.
Who are the officers and directors of CREDIT UNIONS CHARTERED IN COLORADO?
The 990 for the year ended December 31, 2025 lists 9 people; 9 received compensation from the organization, the highest $227,991 (PETER BULLARD, PRESIDENT/CEO).
How much revenue does CREDIT UNIONS CHARTERED IN COLORADO have?
On its 990 for the year ended December 31, 2025 it reported revenue of $6,765,669, expenses of $6,338,784 and total assets of $116,870,807 at year end.

Other nonprofits in GOLDEN

All nonprofits in GOLDEN · Colorado