NonprofitsCredit Unions Chartered In The State Of Colorado

Credit Unions Chartered In The State Of Colorado

PUEBLO, CO

Total revenue

$12.2M

Total expenses

$10.2M

Net assets

$21.7M

Grants received

EIN

840417233

Tax year

2024

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.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$10.6M
Investment income$1.5M
Other revenue$72K
Total revenue$12.2M

Expenses

Grants paid
Salaries & benefits$3.1M
Fundraising
Other expenses$7.1M
Total expenses$10.2M
Total assets$215.5M
Net assets$21.7M

People

15 listed

NameRoleCompensation

Leslie Shepard

President/CEO

Board

$181K

45 hrs/wk

Amy Galassini

Executive Vice President/CFO

Board

$125K

45 hrs/wk

Michael Shoaf

Chief Lending Officer

Board

$120K

45 hrs/wk

Jeff Meigs

Director of IT

Board

$117K

45 hrs/wk

Amy Gasperetti

VP Member Experience

Board

$71K

45 hrs/wk

Jennings Garrett

VP Member Experience

Board

$31K

45 hrs/wk

Henry Roman

Board Vice-Chairperson

Board

$2K

3 hrs/wk

Gloria Santistevan-Feeback

Board Member

Board

$1K

3 hrs/wk

Lita Martinez

Board Secretary

Board

$1K

3 hrs/wk

David Niccoli

Board Chairperson

Board

5 hrs/wk

Andy Beeman

Board Treasurer

Board

3 hrs/wk

Patrick Garcia

Board Member

Board

3 hrs/wk

Fred Ingo

Board Member thru January 25, 2024

Board

3 hrs/wk

Michael Ingo

Board Member from March 27, 2024

Board

3 hrs/wk

Beritt Odom

Board Member

Board

3 hrs/wk

Independent contractors

Jack Henry & Associates Inc

Information Services

$386K

Fidelity National Information Services Inc

Card Services

$276K

Visa USA Inc

Card Services

$200K

DC Private & Investigative Security Consultants

Security

$137K

Details

EIN840417233
Subsection14
Ruling date1968-08
Formed1935
Employees47
Volunteers9
CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO — Mission, Financials & Grants Received | Grantivo