Pueblo, CO
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)SunWest Educational Credit Union, founded in 1935, is a mid-sized nonprofit that reported $10.2M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 18% operating margin.
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $10,156,671 | $8,082,151 | +0.3% |
| Expenses | $8,335,951 | $6,178,034 | +0.3% |
| Net Income | $1,820,720 | $1,904,117 | 0.0% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Leslie Shepard | President/CEO | 45 |
Officer
|
$155,447 | $16,242 | $171,689 |
| Amy Galassini | Vice President of Finance | 45 |
Officer
|
$115,061 | $14,652 | $129,713 |
| Jeff Meigs | Director of IT | 45 |
Officer
|
$103,562 | $14,202 | $117,764 |
| Michael Shoaf | Vice President of Lending | 45 |
Officer
|
$109,451 | $6,289 | $115,740 |
| Alexander Krinsky | Vice President of IT | 45 |
Officer
|
$60,953 | $11,512 | $72,465 |
| Amy Gasperetti | VP of Member Experience | 45 |
Officer
|
$51,143 | $3,355 | $54,498 |
| Andy Beeman | Board Treasurer | 3 |
Director
|
$668 | $0 | $668 |
| David Niccoli | Board Chairperson | 5 |
Director
|
$0 | $0 | $0 |
| Henry Roman | Board Vice-Chairperson | 3 |
Director
|
$0 | $0 | $0 |
| Lita Martinez | Board Secretary | 3 |
Director
|
$0 | $0 | $0 |
| Patrick Garcia | Board Member | 3 |
Director
|
$0 | $0 | $0 |
| Fred Ingo | Board Member | 3 |
Director
|
$0 | $0 | $0 |
| Gloria Santistevan-Feeback | Board Member | 3 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $10,156,671 | $8,335,951 | $208,549,423 | $1,820,720 |
| 2022 | $8,082,151 | $6,178,034 | $203,642,289 | $1,904,117 |
| 2021 | $7,604,912 | $5,574,802 | $198,856,322 | $2,030,110 |
| 2020 | $7,677,244 | $5,844,298 | $177,901,799 | $1,832,946 |
| 2019 | $7,225,725 | $5,530,801 | $149,835,995 | $1,694,924 |
| 2018 | $6,164,511 | $4,723,356 | $136,277,205 | $1,441,155 |
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