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SUNWEST EDUCATIONAL CREDIT UNION

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Public IRS 990 nonprofit record

SUNWEST EDUCATIONAL CREDIT UNION

EIN 84-0417233 · Arts, Culture & Humanities (A)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $100.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders15 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

83.73%of revenue went to mission work100.0% of expenses · Program services
$83.73spent for every $100 of revenueRevenue covered expenses this year.
$21.13in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $291,718 for LESLIE SHEPARD (PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$12,177,500
Mission workProgram services$10,196,79683.73% of revenue100.0% of expenses
ManagementOffice and general costs0.00% of revenue0.0% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Total expenses$10,196,79683.73% of revenue

The uncolored part of the ring is revenue above these reported expenses.

Has the pattern changed?

Each bar shows the share of annual spending reported for mission work, management, and fundraising.

2024100.0% mission
201784.7% mission
201682.4% mission

Money in and money out

Revenue$12,177,500
Expenses$10,196,796
Annual surplus $1,980,704 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$10,196,796 · 100.0% of expenses
See all reported dollar amounts
Revenue$12,177,500
Expenses$10,196,796
Assets$215,496,913
Income$12,177,500
Mission work (program services)$10,196,796
Accounting fees$38,500
Investing fees$54,083
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
LESLIE SHEPARDPRESIDENT/CEO · 45 hrs/week $291,718Base $180,906 · Other $110,812
AMY GALASSINIEXECUTIVE VICE PRESIDENT/CFO · 45 hrs/week $177,647Base $125,227 · Other $52,420
JEFF MEIGSDIRECTOR OF IT · 45 hrs/week $132,035Base $116,801 · Other $15,234
MICHAEL SHOAFCHIEF LENDING OFFICER · 45 hrs/week $126,589Base $119,806 · Other $6,783
AMY GASPERETTIVP MEMBER EXPERIENCE · 45 hrs/week $76,934Base $70,770 · Other $6,164
JENNINGS GARRETTVP MEMBER EXPERIENCE · 45 hrs/week $32,884Base $31,329 · Other $1,555
HENRY ROMANBOARD VICE-CHAIRPERSON · 3 hrs/week $2,063
GLORIA SANTISTEVAN-FEEBACKBOARD MEMBER · 3 hrs/week $1,349
LITA MARTINEZBOARD SECRETARY · 3 hrs/week $1,256

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (15)

LESLIE SHEPARDPRESIDENT/CEO

AMY GALASSINIEXECUTIVE VICE PRESIDENT/CFO

JEFF MEIGSDIRECTOR OF IT

MICHAEL SHOAFCHIEF LENDING OFFICER

AMY GASPERETTIVP MEMBER EXPERIENCE

JENNINGS GARRETTVP MEMBER EXPERIENCE

HENRY ROMANBOARD VICE-CHAIRPERSON

GLORIA SANTISTEVAN-FEEBACKBOARD MEMBER

LITA MARTINEZBOARD SECRETARY

ANDY BEEMANBOARD TREASURER

BERITT ODOMBOARD MEMBER

DAVID NICCOLIBOARD CHAIRPERSON

FRED INGOBOARD MEMBER THRU JANUARY 25, 2024

MICHAEL INGOBOARD MEMBER FROM MARCH 27, 2024

PATRICK GARCIABOARD MEMBER

About this charity

Recognized since
January 1968
Location
4141 Sovereign Circle, Pueblo, CO 81005
County
Pueblo
In care of
Amy Galassini
Primary officer
Amy Galassini, Chief Financial Officer

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
NTEE classification
Arts, Culture & Humanities (A)
IRS tax category
Arts, Culture & Humanities

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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