Civic Intelligence

Aventa Credit Union

EIN 84-0485197 • 501(c)14 • Colorado Springs, CO

View Organization Page

Profile

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.

2735 Dublin BlvdColorado Springs, CO 80918

www.aventa.com

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.92x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

17.58x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Source year 2022

Net Margin

21st percentile

3.5%

Higher net margin than 21% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

90th percentile

9.3%

Faster asset growth than 90% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

4.3%

Faster revenue growth than 11% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$274,651,592

Down $13,975,039 (-4.8%) from 2022

Liabilities

Down

$251,493,898

Down $13,207,795 (-5.0%) from 2022

Net Assets

Down

$23,157,694

Down $767,244 (-3.2%) from 2022

Operations
Liabilities / Revenue76th percentileNet Margin21st percentile

Revenue

Up

$17,181,265

Up $2,122,466 (+14%) from 2022

Expenses

Up

$17,839,745

Up $3,307,407 (+23%) from 2022

Net Income

Down

-$658,480

Down $1,184,941 (-225%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$300M$200M$100M$0Assets 2010: $135,522,764Liabilities 2010: $124,776,476Net Assets 2010: $10,746,2882010Assets 2011: $134,987,536Liabilities 2011: $123,470,309Net Assets 2011: $11,517,2272011Assets 2012: $151,484,690Liabilities 2012: $138,737,940Net Assets 2012: $12,746,7502012Assets 2013: $152,630,682Liabilities 2013: $138,300,846Net Assets 2013: $14,329,8362013Assets 2014: $158,147,477Liabilities 2014: $141,621,205Net Assets 2014: $16,526,2722014Assets 2015: $163,465,976Liabilities 2015: $145,992,338Net Assets 2015: $17,473,6382015Assets 2016: $172,081,517Liabilities 2016: $153,980,390Net Assets 2016: $18,101,1272016Assets 2017: $172,770,067Liabilities 2017: $154,029,218Net Assets 2017: $18,740,8492017Assets 2018: $193,672,835Liabilities 2018: $173,269,560Net Assets 2018: $20,403,2752018Assets 2019: $216,935,146Liabilities 2019: $195,041,892Net Assets 2019: $21,893,2542019Assets 2020: $244,373,877Liabilities 2020: $222,383,545Net Assets 2020: $21,990,3322020Assets 2021: $264,169,507Liabilities 2021: $240,652,132Net Assets 2021: $23,517,3752021Assets 2022: $288,626,631Liabilities 2022: $264,701,693Net Assets 2022: $23,924,9382022Assets 2023: $274,651,592Liabilities 2023: $251,493,898Net Assets 2023: $23,157,6942023

Highlighted filing

2023

Assets$274,651,592
Liabilities$251,493,898
Net Assets$23,157,694
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $11,261,6362010Revenue 2011: $9,403,461Expenses 2011: $8,666,223Net Income 2011: $737,2382011Revenue 2012: $9,366,911Expenses 2012: $8,131,493Net Income 2012: $1,235,4182012Revenue 2013: $9,665,367Expenses 2013: $8,020,447Net Income 2013: $1,644,9202013Revenue 2014: $10,750,905Expenses 2014: $8,594,182Net Income 2014: $2,156,7232014Revenue 2015: $10,751,744Expenses 2015: $9,759,132Net Income 2015: $992,6122015Revenue 2016: $10,369,631Expenses 2016: $9,717,583Net Income 2016: $652,0482016Revenue 2017: $10,440,664Expenses 2017: $9,816,558Net Income 2017: $624,1062017Revenue 2018: $11,998,587Expenses 2018: $10,296,510Net Income 2018: $1,702,0772018Revenue 2019: $13,144,301Expenses 2019: $11,734,061Net Income 2019: $1,410,2402019Revenue 2020: $13,441,963Expenses 2020: $13,384,719Net Income 2020: $57,2442020Revenue 2021: $14,432,586Expenses 2021: $12,866,195Net Income 2021: $1,566,3912021Revenue 2022: $15,058,799Expenses 2022: $14,532,338Net Income 2022: $526,4612022Revenue 2023: $17,181,265Expenses 2023: $17,839,745Net Income 2023: -$658,4802023

Highlighted filing

2023

Revenue$17,181,265
Expenses$17,839,745
Net Income-$658,480
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$274,651,592
Liabilities
$251,493,898
Net assets
$23,157,694
Revenue
$17,181,265
Expenses
$17,839,745
Net income
-$658,480
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$275$251$23.2$17.2$17.8$0.66
2022Detailed filing. Detailed filing data is available for this year.$289$265$23.9$15.1$14.5$0.53
2021Detailed filing. Detailed filing data is available for this year.$264$241$23.5$14.4$12.9$1.57
2020Detailed filing. Detailed filing data is available for this year.$244$222$22.0$13.4$13.4$0.06
2019Detailed filing. Detailed filing data is available for this year.$217$195$21.9$13.1$11.7$1.41
2018Detailed filing. Detailed filing data is available for this year.$194$173$20.4$12.0$10.3$1.70
2017Detailed filing. Detailed filing data is available for this year.$173$154$18.7$10.4$9.82$0.62
2016Detailed filing. Detailed filing data is available for this year.$172$154$18.1$10.4$9.72$0.65
2015Detailed filing. Detailed filing data is available for this year.$163$146$17.5$10.8$9.76$0.99
2014Detailed filing. Detailed filing data is available for this year.$158$142$16.5$10.8$8.59$2.16
2013Detailed filing. Detailed filing data is available for this year.$153$138$14.3$9.67$8.02$1.64
2012Summary only. Only limited summary data is available for this year.$151$139$12.7$9.37$8.13$1.24
2011Summary only. Only limited summary data is available for this year.$135$123$11.5$9.40$8.67$0.74
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$136$125$10.7$11.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 22, 2024
Return Version
2023v5.1
Gross Receipts
$17,181,265
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$256,755,062$232,418,186▼ $24,336,876
Rtn Earn Endowment Incm Other Fnds$23,924,938$23,157,694▼ $767,244
Savings and Temporary Cash Investments$2,114,431$17,111,830▲ $14,997,399
Land, Buildings, and Equipment, Net$5,254,911$4,776,531▼ $478,380
Cash and Non-Interest-Bearing Accounts$3,661,811$1,902,053▼ $1,759,758
Investments in Publicly Traded Securities$1,313,969$1,148,860▼ $165,109
Intangible Assets$815,607$795,313▼ $20,294
Receivables From Officers Etc$483,778$351,688▼ $132,090
Prepaid Expenses and Deferred Charges$308,375$187,367▼ $121,008
Investments Other Securities$63,195$63,178▼ $17
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$288,626,631$274,651,592▼ $13,975,039
Other Assets Total$17,855,492$15,896,586▼ $1,958,906
Liabilities
Other Liabilities$250,418,387$237,449,076▼ $12,969,311
Mortgage Notes Payable Secured by Investment Property$11,927,500$10,000,000▼ $1,927,500
Accounts Payable and Accrued Expenses$2,346,783$4,041,440▲ $1,694,657
Escrow Account Liability$9,023$3,382▼ $5,641
Total Liabilities$264,701,693$251,493,898▼ $13,207,795
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,924,938$23,157,694▼ $767,244
Total Liabilities and Net Assets / Fund Balance$288,626,631$274,651,592▼ $13,975,039

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,853,328$2,588,417$6,441,745
Equipment$191,454$687,302$878,756
Land$731,749--
Other Assets Org$5,000--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregory J MillsCEOFT$280,532$29,507$310,039
Sandra WellsCOOFT$195,571$26,383$221,954
Sarah HendersonCFOFT$178,653$17,276$195,929
Melissa NobleHuman Capital OfficerFT$148,861$27,046$175,907
Patrick HarriganChief Risk MitigationFT$144,379$23,536$167,915
Christina MayneVP ItFT$119,850$7,366$127,216
Norm AnderssonChairman-$4,950-$4,950
Jeff SchultzTreasurer-$4,200-$4,200
Richard EsgarVice Chair-$4,200-$4,200
Catherine BuckleySecretary-$3,850-$3,850
Cathy BulfDirector-$3,300-$3,300
Dr Luis VelezDirector-$3,300-$3,300
Richard C Smith JrDirector-$2,700-$2,700
Jim JarvizDirector-$2,400-$2,400
Womba ManguyaDirector-$2,400-$2,400
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,221,443
Investment Income
$916,482
Other Revenue
$43,340
Change in Net Assets
$-658,480

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,181,265
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$17,181,265
Total Revenue per Form 990
$17,181,265
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,098,072
Salaries, Compensation, and Employee Benefits$5,721,173
Grants and Similar Amounts Paid$20,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$3,826,423
Other Expenses---$1,627,758
Current Officers, Directors, Trustees, and Key Employees---$1,387,757
Interest---$567,286
Depreciation Depletion---$450,786
Payroll Taxes---$372,273
Information Technology---$276,873
Occupancy---$252,850
Advertising---$235,787
All Other Expenses---$139,067
Fees for Services Other---$134,374
Conferences and Meetings---$104,752
Pension Plan Contributions---$101,788
Other Employee Benefits---$32,932
Grants to Domestic Orgs---$20,500
Fees for Services Legal---$7,826
Total Functional Expenses$0$0$0$17,839,745

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$17,839,745
Total Expenses per Audited Statements$17,839,745
Total Expenses per Form 990$17,839,745
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pueblo Chamber of CommercePueblo, CO-Community Support for Local Events$14,500
FibarkSalida, CO-Corporate Event Sponsorship$6,000
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
Receivables from Officers, Directors, Trustees, and Key Employees$483,778$351,688▼ $132,090
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares, Deposits and Certificates$233,320,076
Non Member Certificates$4,129,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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

“Line 6 explanation - persons eligible for membership include employees (and their family members) of the city of colorado springs, utilities department, police department, fire department, and general city. Membership also includes employees (and their family members) of other city governments, select employee groups and members of associations in the colorado springs, colorado metropolitan area. Membership also includes persons who live or work in saguache county, colorado. A $5 deposit is also required to become a member.”

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

“Line 7a explanation - the governing body is elected by the members at the credit union's annual meeting.”

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

“Line 7b explanation - merger - requires two thirds majority vote of voting members. Charter conversion - requires two thirds majority vote of voting members. Dissolution and liquidation - requires majorty vote of entire membership.”

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

“Line 11b explanation - the form 990 is prepared by an independent cpa firm and then reviewed by the credit union's svp finance/cfo and ceo before it is electronically filed.”

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

“Annual training on conflict of interests is held every january. Once the training is completed, a conflict of interest statement is signed by each director.”

Form 990, Part VI, Section B, Line 15

“The board of directors dictates the ceo salary based on written employment contract, compensation survey or study and approval by the board. For other employees, the credit union has an annual review and approval by the employee's supervisor, and a completed, documented review form is filed in the employee's personnel file immediately.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Aventa Credit Union
EIN
84-0485197
Phone
7194827600
Address
2735 DUBLIN BLVD, COLORADO SPRINGS, CO 80918

Signing Officer

Name
Sarah Henderson
Title
SVP/CFO
Phone
7194827600
Signed
2024-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory J Mills
Formed
1957
Legal Domicile
Co
Voting Board Members
9
Independent Board Members
9
Employees
117
Volunteers
3

Preparer

Firm
Jones Mertsching Cpas Pc
Address
32186 CASTLE COURT SUITE 220, EVERGREEN, CO 80439
Preparer
Eric L Jones CPA
Phone
3034809090
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Adjustment required by asu 2016-13 -121,371.”

Financial Statement Notes

PART IV, LINE 1B:

“The credit union sells first mortgage loans to others with servicing retained. Lines 1c-f are n/a as the servicing is sub-serviced out.”

PART IV, LINE 2B:

“The credit union services first mortgage loans held in its own portfolio. The custodial escrow accounts related to these mortgage loans are included in the credit union's financial statements, and are reported as an escrow liability”

PART X, LINE 2:

“The credit union is exempt, by statute, from federal and state income taxes on income related to its core purpose. The credit union pays tax on any unrelated business taxable income. The credit union had no significant tax liability for the year ended december, 31, 2023.”

Raw XML AppendixShowing 400 of 615 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/PersonNm0RICHARD ESGAR
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt72400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt83300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9280532
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10178653
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11195571
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12119850
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13148861
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14144379
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11COO
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP IT
IRS990/Form990PartVIISectionAGrp/TitleTxt13HUMAN CAPITAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF RISK MITIGATION
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt020500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt020500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt017181265
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0276873
IRS990/IntangibleAssetsGrp/BOYAmt0815607
IRS990/IntangibleAssetsGrp/EOYAmt0795313
IRS990/InterestGrp/TotalAmt0567286
IRS990/InvestmentIncomeGrp/ExclusionAmt0916482
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0916482
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt063195
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt063178
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01313969
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01148860
IRS990/IRPDocumentCnt02000
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03275719
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05254911
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04776531
IRS990/LandBldgEquipCostOrOtherBssAmt08052250
IRS990/LegalDomicileStateCd0CO
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0IT 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt011927500
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt010000000
IRS990/NetAssetsOrFundBalancesBOYAmt023924938
IRS990/NetAssetsOrFundBalancesEOYAmt023157694
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt012607
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0252850
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt017855492
IRS990/OtherAssetsTotalGrp/EOYAmt015896586
IRS990/OtherChangesInNetAssetsAmt0-121371
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032932
IRS990/OtherExpensesGrp/Desc0DIVIDENDS & INTEREST -M
IRS990/OtherExpensesGrp/Desc1OFFICE OPERATIONS EXPEN
IRS990/OtherExpensesGrp/Desc2LOAN SERVICING EXPENSE
IRS990/OtherExpensesGrp/Desc3PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/TotalAmt03582238
IRS990/OtherExpensesGrp/TotalAmt12657118
IRS990/OtherExpensesGrp/TotalAmt22061357
IRS990/OtherExpensesGrp/TotalAmt31627758
IRS990/OtherLiabilitiesGrp/BOYAmt0250418387
IRS990/OtherLiabilitiesGrp/EOYAmt0237449076
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/BusinessCd1524298
IRS990/OtherRevenueMiscGrp/Desc0NON-MEMBER ATM FEES
IRS990/OtherRevenueMiscGrp/Desc1MECH BREAKDOWN INSURANCE
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt035940
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17400
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt035940
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt17400
IRS990/OtherRevenueTotalAmt043340
IRS990/OtherSalariesAndWagesGrp/TotalAmt03826423
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0256755062
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0232418186
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0372273
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0101788
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0308375
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0187367
IRS990/PrincipalOfficerNm0GREGORY J MILLS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST MEMBER LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEES MEMBER SERVICE
IRS990/ProgramServiceRevenueGrp/Desc2PLASTICS AND OTHER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013557150
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11494877
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21169416
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013557150
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11494877
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21169416
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt013000
IRS990/PYInvestmentIncomeAmt0410171
IRS990/PYOtherExpensesAmt08833843
IRS990/PYOtherRevenueAmt0403046
IRS990/PYProgramServiceRevenueAmt014245582
IRS990/PYRevenuesLessExpensesAmt0526461
IRS990/PYSalariesCompEmpBnftPaidAmt05685495
IRS990/PYTotalExpensesAmt014532338
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015058799
IRS990/QuidProQuoContributionsInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0483778
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0351688
IRS990/ReconcilationRevenueExpnssAmt0-658480
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt023924938
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt023157694
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02114431
IRS990/SavingsAndTempCashInvstGrp/EOYAmt017111830
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt03853328
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02588417
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06441745
IRS990ScheduleD/EquipmentGrp/BookValueAmt0191454
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0687302
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0878756
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt017839745
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt0731749
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0731749
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0859530
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12120942
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2418395
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3158105
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt4387702
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt596764
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt6313610
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt79240000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt8670838
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt91625700
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt105000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCRUED INTEREST RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1NCUSIF DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2OTHER ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3SEC 457(B) PLAN
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4CLEARING ACCOUNTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc5FIXED ASSETS IN PROCESS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc6FHLB MORTGAGE SERVICING ASSET
IRS990ScheduleD/OtherAssetsOrgGrp/Desc7CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc8CORPORATE MEMBERSHIP SHARES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc9FHLB PAID IN CAPITAL
IRS990ScheduleD/OtherAssetsOrgGrp/Desc10SECURITY DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0233320076
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14129000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES, DEPOSITS AND CERTIFICATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NON MEMBER CERTIFICATES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt017181265
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION SELLS FIRST MORTGAGE LOANS TO OTHERS WITH SERVICING RETAINED. LINES 1C-F ARE N/A AS THE SERVICING IS SUB-SERVICED OUT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE CREDIT UNION SERVICES FIRST MORTGAGE LOANS HELD IN ITS OWN PORTFOLIO. THE CUSTODIAL ESCROW ACCOUNTS RELATED TO THESE MORTGAGE LOANS ARE INCLUDED IN THE CREDIT UNION'S FINANCIAL STATEMENTS, AND ARE REPORTED AS AN ESCROW LIABILITY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE CREDIT UNION IS EXEMPT, BY STATUTE, FROM FEDERAL AND STATE INCOME TAXES ON INCOME RELATED TO ITS CORE PURPOSE. THE CREDIT UNION PAYS TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE CREDIT UNION HAD NO SIGNIFICANT TAX LIABILITY FOR THE YEAR ENDED DECEMBER, 31, 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 1B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04776531
IRS990ScheduleD/TotalBookValueOtherAssetsAmt015896586
IRS990ScheduleD/TotalExpensesPerForm990Amt017839745
IRS990ScheduleD/TotalLiabilityAmt0237449076
IRS990ScheduleD/TotalRevenuePerForm990Amt017181265
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt017181265
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt017839745
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt014500
IRS990ScheduleI/RecipientTable/CashGrantAmt16000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0COMMUNITY SUPPORT FOR LOCAL EVENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CORPORATE EVENT SPONSORSHIP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PUEBLO CHAMBER OF COMMERCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FIBARK
IRS990ScheduleI/RecipientTable/RecipientEIN0840296940
IRS990ScheduleI/RecipientTable/RecipientEIN1465391104
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0302 N SANTA FE AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 702
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PUEBLO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SALIDA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd081003
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd181201
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SPONSORSHIP PAYMENTS FOR COMMUNITY EVENTS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/ClubDuesOrFeesInd0X
IRS990ScheduleJ/CompensationSurveyInd0X

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