Nonprofit · EIN 84-0485197
CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO
Also known as 147 AVENTA CREDIT UNION
Tax-exempt · COLORADO SPGS, CO 80918
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990 | $17,181,265 | $17,839,745 | -$658,480 | $274,651,592 | $251,493,898 | $23,157,694 |
Financial details: 990 for the year ended December 31, 2023
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $16,221,443
- Investment income
- $916,482
- Other revenue
- $43,340
Expenses
- Grants and similar amounts paid
- $20,500
- Compensation of officers, directors and key employees
- $1,387,757
- Other salaries and wages
- $3,826,423
- Salaries, compensation and benefits (total)
- $5,721,173
- Professional fundraising fees
- $0
- Legal fees
- $7,826
- Occupancy
- $252,850
- Depreciation
- $450,786
Balance sheet and other
- Total assets, start of year
- $288,626,631
- Total assets, end of year
- $274,651,592
- Total liabilities, end of year
- $251,493,898
- Net assets, end of year
- $23,157,694
- Land, buildings and equipment
- $4,776,531
- Publicly traded securities
- $1,148,860
- Gross unrelated business income
- $43,340
- Gross receipts
- $17,181,265
- Employees
- 117
- Volunteers
- 3
- Year formed
- 1957
- 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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GREGORY J MILLS | CEO Officer | 40 | $280,532 | $29,507 |
| SANDRA WELLS | COO Officer | 40 | $195,571 | $26,383 |
| SARAH HENDERSON | CFO Officer | 40 | $178,653 | $17,276 |
| MELISSA NOBLE | HUMAN CAPITAL OFFICER Officer | 40 | $148,861 | $27,046 |
| PATRICK HARRIGAN | CHIEF RISK MITIGATION Officer | 40 | $144,379 | $23,536 |
| CHRISTINA MAYNE | VP IT Officer | 40 | $119,850 | $7,366 |
| NORM ANDERSSON | CHAIRMAN Trustee or director | 4 | $4,950 | $0 |
| RICHARD ESGAR | VICE CHAIR Trustee or director | 2 | $4,200 | $0 |
| JEFF SCHULTZ | TREASURER Trustee or director | 2 | $4,200 | $0 |
| CATHERINE BUCKLEY | SECRETARY Trustee or director | 2 | $3,850 | $0 |
| CATHY BULF | DIRECTOR Trustee or director | 2 | $3,300 | $0 |
| DR LUIS VELEZ | DIRECTOR Trustee or director | 2 | $3,300 | $0 |
| RICHARD C SMITH JR | DIRECTOR Trustee or director | 2 | $2,700 | $0 |
| WOMBA MANGUYA | DIRECTOR Trustee or director | 2 | $2,400 | $0 |
| JIM JARVIZ | DIRECTOR Trustee or director | 2 | $2,400 | $0 |
Address and contacts
- Address (IRS master file)
- 2735 DUBLIN BLVD, COLORADO SPGS, CO 80918-1360
- Principal officer (990 for 2023)
- GREGORY J MILLS, 2735 DUBLIN BLVD, COLORADO SPRINGS, CO 80918
- Signed the 990
- SARAH HENDERSON, SVP/CFO
- Phone
- (719) 482-7600
- Website
- WWW.AVENTA.COM
- Return prepared by
- JONES MERTSCHING CPAS PC
Mission
IT IS THE MISSION OF AVENTA TO BECOME OUR MEMBER'S LIFE LONG PRIMARY FINANCIAL INSTITUTION BY PROVIDING A SYSTEM OF FULL CONSUMER AND ENTREPRENEURIAL FINANCIAL SERVICES IN A CONVENIENT, SECURE AND COST COMPETITIVE MANNER.
Program accomplishments
- THE CREDIT UNION IS OWNED BY APPROXIMATELY 34,600 MEMBERS. THE CREDIT UNION PROVIDES FINANCIAL SERVICES TO ITS MEMBERS, SUCH AS CONSUMER LENDING, MORTGAGE LENDING, CHECKING AND SAVINGS DEPOSIT AND CERTIFICATE ACCOUNTS, ATM, DEBIT AND CREDIT CARDS, AND OTHER FINANCIAL SERVICES.Expenses $17,839,745 · grants $20,500
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 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 84-0485197
- 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)
- $264,070,431
- Income (IRS master file)
- $2,734,908
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2023 | $17,181,265 | $17,839,745 | $274,651,592 | XML |
| 990 | December 2022 | $15,058,799 | $14,532,338 | $288,626,631 | 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 84-0485197).
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 84-0485197.
- 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 2023.
- Who is the principal officer of CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO?
- The 990 for the year ended December 31, 2023 names GREGORY J MILLS.
- Who are the officers and directors of CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO?
- The 990 for the year ended December 31, 2023 lists 15 people; 15 received compensation from the organization, the highest $280,532 (GREGORY J MILLS, CEO).
- How much revenue does CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO have?
- On its 990 for the year ended December 31, 2023 it reported revenue of $17,181,265, expenses of $17,839,745 and total assets of $274,651,592 at year end.
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