Civic Intelligence

Sunwest Educational Credit Union

EIN 84-0417233 • 501(c)14 • Pueblo, CO

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Profile

SunWest Credit Union will create a place where people feel they belong and can have all of their financial needs met, proactively engage with our members and our community, offer easily accessible financial products and services that meet our members' needs, and grow our financial strength so we can continuously develop offerings relevant to our members' changing lives.

4141 Sovereign CirclePueblo, CO 81005

www.sunwestecu.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.90x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

15.91x

Higher debt load relative to revenue than 52% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Source year 2024

Net Margin

65th percentile

16%

Higher net margin than 65% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

61st percentile

3.3%

Faster asset growth than 61% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

20%

Faster revenue growth than 69% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$215,496,913

Up $6,947,490 (+3.3%) from 2023

Liabilities

Up

$193,778,099

Up $4,210,372 (+2.2%) from 2023

Net Assets

Up

$21,718,814

Up $2,737,118 (+14%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin65th percentile

Revenue

Up

$12,177,500

Up $2,020,829 (+20%) from 2023

Expenses

Up

$10,196,796

Up $1,860,845 (+22%) from 2023

Net Income

Up

$1,980,704

Up $159,984 (+8.8%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2010: $98,039,687Liabilities 2010: $90,221,479Net Assets 2010: $7,818,2082010Assets 2011: $98,093,432Liabilities 2011: $89,764,967Net Assets 2011: $8,328,4652011Assets 2012: $104,393,698Liabilities 2012: $95,253,952Net Assets 2012: $9,139,7462012Assets 2013: $108,172,731Liabilities 2013: $98,583,535Net Assets 2013: $9,589,1962013Assets 2014: $112,032,760Liabilities 2014: $102,020,144Net Assets 2014: $10,012,6162014Assets 2015: $115,756,970Liabilities 2015: $105,294,889Net Assets 2015: $10,462,0812015Assets 2016: $121,284,193Liabilities 2016: $110,037,548Net Assets 2016: $11,246,6452016Assets 2017: $127,845,826Liabilities 2017: $115,606,106Net Assets 2017: $12,239,7202017Assets 2018: $136,277,205Liabilities 2018: $122,665,077Net Assets 2018: $13,612,1282018Assets 2019: $149,835,995Liabilities 2019: $134,341,580Net Assets 2019: $15,494,4152019Assets 2020: $177,901,799Liabilities 2020: $160,376,199Net Assets 2020: $17,525,6002020Assets 2021: $198,856,322Liabilities 2021: $179,965,637Net Assets 2021: $18,890,6852021Assets 2022: $203,642,289Liabilities 2022: $186,838,349Net Assets 2022: $16,803,9402022Assets 2023: $208,549,423Liabilities 2023: $189,567,727Net Assets 2023: $18,981,6962023Assets 2024: $215,496,913Liabilities 2024: $193,778,099Net Assets 2024: $21,718,8142024

Highlighted filing

2024

Assets$215,496,913
Liabilities$193,778,099
Net Assets$21,718,814
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0Expenses 2010: $4,846,3222010Expenses 2011: $4,336,1082011Expenses 2012: $3,992,8782012Revenue 2013: $4,613,747Expenses 2013: $4,163,425Net Income 2013: $450,3222013Revenue 2014: $4,633,775Expenses 2014: $4,209,971Net Income 2014: $423,8042014Revenue 2015: $4,842,089Expenses 2015: $4,392,303Net Income 2015: $449,7862015Revenue 2016: $5,106,209Expenses 2016: $4,321,539Net Income 2016: $784,6702016Revenue 2017: $5,509,734Expenses 2017: $4,427,996Net Income 2017: $1,081,7382017Revenue 2018: $6,164,511Expenses 2018: $4,723,356Net Income 2018: $1,441,1552018Revenue 2019: $7,225,725Expenses 2019: $5,530,801Net Income 2019: $1,694,9242019Revenue 2020: $7,677,244Expenses 2020: $5,844,298Net Income 2020: $1,832,9462020Revenue 2021: $7,604,912Expenses 2021: $5,574,802Net Income 2021: $2,030,1102021Revenue 2022: $8,082,151Expenses 2022: $6,178,034Net Income 2022: $1,904,1172022Revenue 2023: $10,156,671Expenses 2023: $8,335,951Net Income 2023: $1,820,7202023Revenue 2024: $12,177,500Expenses 2024: $10,196,796Net Income 2024: $1,980,7042024

Highlighted filing

2024

Revenue$12,177,500
Expenses$10,196,796
Net Income$1,980,704
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$215,496,913
Liabilities
$193,778,099
Net assets
$21,718,814
Revenue
$12,177,500
Expenses
$10,196,796
Net income
$1,980,704
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$215$194$21.7$12.2$10.2$1.98
2023Detailed filing. Detailed filing data is available for this year.$209$190$19.0$10.2$8.34$1.82
2022Detailed filing. Detailed filing data is available for this year.$204$187$16.8$8.08$6.18$1.90
2021Detailed filing. Detailed filing data is available for this year.$199$180$18.9$7.60$5.57$2.03
2020Detailed filing. Detailed filing data is available for this year.$178$160$17.5$7.68$5.84$1.83
2019Detailed filing. Detailed filing data is available for this year.$150$134$15.5$7.23$5.53$1.69
2018Detailed filing. Detailed filing data is available for this year.$136$123$13.6$6.16$4.72$1.44
2017Detailed filing. Detailed filing data is available for this year.$128$116$12.2$5.51$4.43$1.08
2016Detailed filing. Detailed filing data is available for this year.$121$110$11.2$5.11$4.32$0.78
2015Detailed filing. Detailed filing data is available for this year.$116$105$10.5$4.84$4.39$0.45
2014Detailed filing. Detailed filing data is available for this year.$112$102$10.0$4.63$4.21$0.42
2013Detailed filing. Detailed filing data is available for this year.$108$98.6$9.59$4.61$4.16$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$104$95.3$9.14$3.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$98.1$89.8$8.33$4.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$98.0$90.2$7.82$4.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 24, 2025
Return Version
2024v5.0
Gross Receipts
$12,177,500
Mission and Program Overview

Mission

SunWest Credit Union will create a place where people feel they belong and can have all of their financial needs met, proactively engage with our members and our community, offer easily accessible financial products and services that meet our members' needs, and grow our financial strength so we can continuously develop offerings relevant to our members' changing lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$138,427,063$148,311,843▲ $9,884,780
Investments Other Securities$40,964,314$30,411,608▼ $10,552,706
Savings and Temporary Cash Investments$19,859,984$24,733,869▲ $4,873,885
Rtn Earn Endowment Incm Other Fnds$18,981,696$21,718,814▲ $2,737,118
Land, Buildings, and Equipment, Net$4,493,904$4,405,189▼ $88,715
Cash and Non-Interest-Bearing Accounts$1,341,046$1,153,367▼ $187,679
Prepaid Expenses and Deferred Charges$288,176$266,349▼ $21,827
Accounts Receivable$0--
Pledges and Grants Receivable$0--
Receivable From Disqualified Prsn$0--
Receivables From Officers Etc$0--
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0--
Loans From Officers Directors$0$0→ $0
Total Assets$208,549,423$215,496,913▲ $6,947,490
Other Assets Total$3,174,936$6,214,688▲ $3,039,752
Liabilities
Other Liabilities$187,764,370$192,445,198▲ $4,680,828
Accounts Payable and Accrued Expenses$1,383,609$915,796▼ $467,813
Escrow Account Liability$419,748$417,105▼ $2,643
Grants Payable$0--
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0--
Tax Exempt Bond Liabilities$0--
Total Liabilities$189,567,727$193,778,099▲ $4,210,372
Net Assets / Fund Balance
Total Net Assets Fund Balance$18,981,696$21,718,814▲ $2,737,118
Total Liabilities and Net Assets / Fund Balance$208,549,423$215,496,913▲ $6,947,490

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,769,405$2,150,283$4,919,688
Equipment$547,079$2,432,234$2,979,313
Land$1,055,787-$1,055,787
Other Land Buildings$32,918$298,451$331,369
Leasehold Improvements$0$0$0
Other Securities$26,194,608--
Closely Held Equity Interests$0--
Financial Derivatives$0--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leslie ShepardPresident/CEOFT$164,616$127,102$291,718
Amy GalassiniExecutive Vice President/CFOFT$117,019$60,628$177,647
Jeff MeigsDirector of ITFT$116,801$15,234$132,035
Michael ShoafChief Lending OfficerFT$119,806$6,783$126,589
Amy GasperettiVP Member ExperienceFT$70,770$6,164$76,934
Jennings GarrettVP Member ExperienceFT$31,329$1,555$32,884
Henry RomanBoard Vice-Chairperson-$2,063-$2,063
Gloria Santistevan-FeebackBoard Member-$1,349-$1,349
Lita MartinezBoard Secretary-$1,256-$1,256

Board Members and Trustees

NameTitle
David NiccoliBoard Chairperson
Beritt OdomBoard Member
Patrick GarciaBoard Member
Michael IngoBoard Member from March 27, 2024
Fred IngoBoard Member thru January 25, 2024
Andy BeemanBoard Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Jack Henry & Associates IncInformation Services663 W Hwy 60, Monett, MO 65708$385,971
Fidelity National Information Services IncCard Services601 Riverside Ave, Jacksonville, FL 32204$275,512
Visa USA IncCard ServicesOne Market Plaza, San Francisco, CA 94105$199,674
DC Private & Investigative Security ConsultantsSecurity1045 W 6th Street, Pueblo, CO 81003$136,547
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,632,769
Investment Income
$1,472,674
Other Revenue
$72,057
Change in Net Assets
$1,980,704
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,145,531
Salaries, Compensation, and Employee Benefits$3,051,265
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,778,554
Fees for Services Other---$958,877
Current Officers, Directors, Trustees, and Key Employees---$708,900
Office Expenses---$560,118
Information Technology---$490,019
Advertising---$385,538
Other Employee Benefits---$307,584
Depreciation Depletion---$302,636
Occupancy---$224,079
Payroll Taxes---$204,124
Other Expenses---$108,825
Fees for Service Investment Mgmnt Fees---$54,083
Pension Plan Contributions---$52,103
Insurance---$41,202
Fees for Services Accounting---$38,500
Travel---$38,159
Conferences and Meetings---$30,213
Fees for Services Legal---$15,303
Total Functional Expenses$0$0$0$10,196,796
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0--
Receivables from Officers, Directors, Trustees, and Key Employees$0--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Share and Deposit Accounts$192,445,198
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Member-owned not-for-profit financial institution. State Chartered Credit Union - 11,666 members”

Form 990, Part VI, Section A, Line 7A

“An annual election is held for membership to elect members of the board of directors for any open positions. Any member in good standing over 18 years of age may run for an open position on the board that is vacated due to an expiring term or other circumstance which may create a vacancy. All members in good standing over 18 years of age are eligible to vote. Each member is entitled to only one vote.”

Form 990, Part VI, Section A, Line 7B

“Certain matters are subject to the approval of the members of the credit union as they occur, such as merger opportunities or a name change.”

Form 990, Part VI, Section B, Line 11B

“The CFO completes the Form 990. It is reviewed by the CEO. A copy of the completed Form 990 is made available for the board of directors to review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“All employees and volunteers are required to disclose any conflict of interest on an annual basis. Conflicts of interest are determined at an executive/board level. Actual conflicts of interest are reviewed at an executive/board level. Annual disclosure statements must be signed by all employees and volunteers.”

Form 990, Part VI, Section B, Line 15

“The board of directors determines compensation for the President/CEO using available comparability data. The board of directors has granted the President/CEO authority to determine compensation for the other officers of the organization within the compensation budget. Compensation reviews are performed at least annually and were last conducted in 2024.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available for inspection at the main office of the credit union upon request.”

Filing and Contact Details

Filer

Filer Name
SunWest Educational Credit Union
EIN
84-0417233
Phone
7195610804
Address
4141 Sovereign Circle, Pueblo, CO 81005
Doing Business As
SunWest Credit Union

Signing Officer

Name
Amy Galassini
Title
Chief Financial Officer
Phone
7195610804
Signed
2025-10-24

Organization Details

Principal Officer
Leslie Shepard
Formed
1935
Legal Domicile
Co
Voting Board Members
8
Independent Board Members
8
Employees
47
Volunteers
9
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“ATM Expenses $465,217, Card Services $407,671, Other Professional Fees $85,989”

Form 990, Part XII

“The credit union has engaged an audit firm to conduct an agreed upon procedures engagement for the period of July 1, 2024 through June 20, 2025. The engagement will meet the minimum requirements established by Part 715 of the NCUA Rules and Regulations.”

Financial Statement Notes

Schedule D, Part IV, Line 2B

“The escrow liability is for escrow accounts held for members who have mortgage loans with the credit union to pay property taxes and property insurance.”

Raw XML AppendixShowing 400 of 589 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt152420
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt215234
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt36783
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt46164
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt51555
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0Leslie Shepard
IRS990/Form990PartVIISectionAGrp/PersonNm1Amy Galassini
IRS990/Form990PartVIISectionAGrp/PersonNm2Jeff Meigs
IRS990/Form990PartVIISectionAGrp/PersonNm3Michael Shoaf
IRS990/Form990PartVIISectionAGrp/PersonNm4Amy Gasperetti
IRS990/Form990PartVIISectionAGrp/PersonNm5Jennings Garrett
IRS990/Form990PartVIISectionAGrp/PersonNm6Henry Roman
IRS990/Form990PartVIISectionAGrp/PersonNm7Gloria Santistevan-Feeback
IRS990/Form990PartVIISectionAGrp/PersonNm8Lita Martinez
IRS990/Form990PartVIISectionAGrp/PersonNm9David Niccoli
IRS990/Form990PartVIISectionAGrp/PersonNm10Andy Beeman
IRS990/Form990PartVIISectionAGrp/PersonNm11Patrick Garcia
IRS990/Form990PartVIISectionAGrp/PersonNm12Fred Ingo
IRS990/Form990PartVIISectionAGrp/PersonNm13Michael Ingo
IRS990/Form990PartVIISectionAGrp/PersonNm14Beritt Odom
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1125227
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2116801
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3119806
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt470770
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Executive Vice President/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director of IT
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chief Lending Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP Member Experience
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP Member Experience
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Vice-Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member thru January 25, 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member from March 27, 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
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IRS990/MissionDesc0SunWest Credit Union will create a place where people feel they belong and can have all of their financial needs met, proactively engage with our members and our community, offer easily accessible financial products and services that meet our members' needs, and grow our financial strength so we can continuously develop offerings relevant to our members' changing lives.
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