Nonprofit · EIN 84-0442238
CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO
Also known as 85 COORS CREDIT UNION
Tax-exempt · GOLDEN, CO 80401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $23,935,465 | $23,259,408 | $676,057 | $384,779,319 | $351,882,634 | $32,896,685 |
| December 31, 2023 | 990 | $20,391,628 | $18,577,805 | $1,813,823 | $394,583,842 | $362,605,558 | $31,978,284 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $21,036,506
- Investment income
- $2,893,037
- Net gain from sales of assets
- $97,748
- Other revenue
- $5,922
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,256,198
- Other salaries and wages
- $4,493,375
- Salaries, compensation and benefits (total)
- $7,131,792
- Professional fundraising fees
- $0
- Legal fees
- $29,626
- Accounting fees
- $103,830
- Occupancy
- $889,178
- Depreciation
- $477,427
Balance sheet and other
- Total assets, start of year
- $394,583,842
- Total assets, end of year
- $384,779,319
- Total liabilities, end of year
- $351,882,634
- Net assets, end of year
- $32,896,685
- Land, buildings and equipment
- $3,013,427
- Gross unrelated business income
- $5,922
- Gross receipts
- $27,419,231
- Employees
- 82
- Volunteers
- 7
- Year formed
- 1954
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRACIE WILCOX | PRESIDENT/CEO Officer | 40 | $372,435 | $41,511 |
| AMY PHILLIPS | CHIEF FINANCIAL OFFICER Officer | 40 | $194,912 | $35,221 |
| DAISY ROMO | EXECUTIVE VP Officer | 40 | $178,653 | $26,309 |
| CHRISTOPHER BOKOVITZ | CHIEF INFORMATION OFFICER Officer | 40 | $164,988 | $25,442 |
| JANELLE HERRERA | VP OF MARKETING Officer | 40 | $148,904 | $38,425 |
| GENE LAMANSKY | CONTROLLER Highest-paid employee | 40 | $146,926 | $36,045 |
| VERNA KAY | VP OF CULTURAL STEWARDSHIP Officer | 40 | $137,882 | $19,244 |
| ANTHONY NIETO | VP OF LENDING Officer | 40 | $139,109 | $14,818 |
| NICK KING | DIRECTOR OF INFORMATION SY Highest-paid employee | 40 | $111,910 | $15,408 |
| IAN BENEDICT | ASSISTANT CONTROLLER Highest-paid employee | 40 | $103,554 | $23,000 |
| DAWN SANCHEZ | DIRECTOR OF STRATEGIC IMPL Highest-paid employee | 40 | $103,982 | $22,433 |
| LAURIE JENSEN | MEMBER ENGAGEMENT/RETAIL D Officer | 40 | $101,833 | $22,420 |
| KIRSTEN JOHNSON | CHAIRPERSON Trustee or director, Officer | 2 | $27,000 | $0 |
| TONI HOUCK | BOARD MEMBER Trustee or director, Officer | 2 | $24,000 | $0 |
| DAN SUNG | BOARD MEMBER Trustee or director, Officer | 2 | $24,000 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID ENGLE | SECRETARY/TREASURER Trustee or director | 2 | $24,000 |
| DEAN VALDEZ | BOARD MEMBER Trustee or director | 2 | $24,000 |
| KENNETH HEHIR | VICE CHAIR Trustee or director | 2 | $24,000 |
| NORM CRAMER | BOARD MEMEBER Trustee or director | 2 | $24,000 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRACIE WILCOX | PRESIDENT/CEO Officer | 40 | $356,214 | $38,622 |
| AMY PHILLIPS | CHIEF FINANCIAL OFFICER Officer | 40 | $194,409 | $34,977 |
| TONY NIETO | VP OF LENDING Officer | 40 | $171,278 | $32,474 |
| JANELLE HERRERA | VP MARKETING Officer | 40 | $162,381 | $38,175 |
| CHRIS BOKOVITZ | CIO Officer | 40 | $171,772 | $25,321 |
| DAISY ROMO | EXECUTIVE AT LARGE Officer | 40 | $176,015 | $15,938 |
| LAURIE JENSEN | MEMBER ENGAGEMENT/RETAIL D Officer | 40 | $155,587 | $31,719 |
| GENE LAMANSKY | CONTROLLER Highest-paid employee | 40 | $152,202 | $34,303 |
| VERNA KAY | VP OF CULTURAL STEWARDSHIP Highest-paid employee | 40 | $123,874 | $15,089 |
| DAWN SANCHEZ | DIRECTOR OF STRATEGIC IMPLEMENTATIONS Highest-paid employee | 40 | $111,791 | $19,594 |
| TYLER RICHARDS | DIRECTOR OF CONSUMER LENDING Highest-paid employee | 40 | $111,827 | $15,730 |
| NICK KING | DIRECTOR OF INFORMATION SYSTEMS Highest-paid employee | 40 | $110,999 | $15,870 |
| KIRSTEN JOHNSON | SECRETARY/TREASURER Trustee or director, Officer | 2 | $26,250 | $0 |
| TONI HOUCK | CHAIRMAN Trustee or director, Officer | 2 | $24,750 | $0 |
| DAN SUNG | VICE CHAIR Trustee or director, Officer | 2 | $24,000 | $0 |
| DAVID ENGLE | BOARD MEMBER Trustee or director | 2 | $24,000 | $0 |
| DEAN VALDEZ | BOARD MEMBER Trustee or director | 2 | $24,000 | $0 |
| RALPH NORMAN | BOARD MEMBER Trustee or director | 2 | $24,000 | $0 |
| KENNETH HEHIR | BOARD MEMBER Trustee or director | 2 | $24,000 | $0 |
Address and contacts
- Address (IRS master file)
- 816 WASHINGTON AVE, GOLDEN, CO 80401-1046
- Principal officer (990 for 2024)
- MICHAEL GAMPP, 4690 TABLE MOUNTAIN DRIVE STE 200, GOLDEN, CO 80403
- Signed the 990
- MICHAEL GAMPP, CFO
- Phone
- (303) 279-6414
- Website
- WWW.ONTAPCU.ORG
- Return prepared by
- SINGERLEWAK LLP
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.
Program accomplishments
- PROVIDE A WIDE VARIETY OF FINANCIAL PRODUCTS AND SERVICES TO MEMBERS OF THE CREDIT UNION. OVER 19,000 MEMBERS SERVED.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 84-0442238
- 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
- Group exemption
- 1948: CREDIT UNIONS CHARTERED IN COLORADO
- Assets (IRS master file)
- $384,779,319
- Income (IRS master file)
- $27,419,231
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $23,935,465 | $23,259,408 | $384,779,319 | XML |
| 990 | December 2023 | $20,391,628 | $18,577,805 | $394,583,842 | XML |
| 990 | December 2022 | $15,901,792 | $13,663,927 | $371,088,494 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 84-0442238).
Questions about CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO
- What is the EIN of CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO?
- The employer identification number (EIN) of CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO is 84-0442238.
- Is CREDIT UNIONS CHARTERED IN THE STATE OF 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 THE STATE OF COLORADO tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CREDIT UNIONS CHARTERED IN THE STATE OF 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 THE STATE OF COLORADO due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO?
- The 990 for the year ended December 31, 2024 names MICHAEL GAMPP.
- Who are the officers and directors of CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO?
- The 990 for the year ended December 31, 2024 lists 19 people; 19 received compensation from the organization, the highest $372,435 (TRACIE WILCOX, PRESIDENT/CEO).
- How much revenue does CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $23,935,465, expenses of $23,259,408 and total assets of $384,779,319 at year end.
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