AUMdb

Credit Unions Chartered In The State Of Colorado

EIN 840470451 · 501(c)(14) · Public charity · Colorado Springs, CO · recognized 1968

Assets
$9.8B
Revenue
$595M
Expenses
$525M
Investment income
$47.6M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Alm First Financial Advisors Llc CRD 108561 deterministic · 100% 12/31/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Keys & Laurer Architects Architectural planning and design $749,314
Crowe Llp Consulting, software $611,179
Alm First Financial Advisors Financial advisory & consulting $517,645
Optimal Blue Llc Valuation consulting and software $259,242
Plante & Moran Pllc Financial audit & advisory services $239,686

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Graves Chad M President/ceo $1,359,628 $536,288
Dombrowski Stephanie S Mort loan officer $1,156,359 $50,397
Gendron Matthew J Chief engagement officer $999,623 $45,956
Scholes Richard A Chief experience officer - part year $884,243 $44,542
Marshall Christopher J Chief technology officer $763,399 $46,262
Bell Mollie B Chief development officer $735,146 $89,107
Sussman Jennifer S Chief marketing officer - part year $695,280 $132,804
Leclerc Dan N Chief financial officer $585,356 $263,788
Paukovich Jon A Chief lending officer $565,652 $112,345
Chippindale Christopher Chief experience officer - part year $516,488 $138,246
Duboue Tanya L Financial advisor sr $473,803 $46,791
Kouri Jessica S Financial advisor sr $455,760 $43,783
Fistani Eugene A Financial advisor sr $401,301 $50,118
Harris Matthew E Financial advisor sr $385,240 $40,075
Nicholson Pamela Board chair $83,733 $0
Vadala Chris Vice chairman $77,918 $0
Ayen William Director $77,672 $0
Glover Walter Treasurer $75,884 $0
Galgano Jeffrey Secretary $75,425 $0
Drummer Timothy Director $72,803 $0
Henze Katrina Director $71,875 $0
Farmer Shanna Director $55,000 $0
Irizarry Sarah Director $43,198 $0
Martinez Ron Director - part year $35,750 $0