Bea Credit Union
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 171,340 | 97,593 | 73,747 | 50.6 | 25% |
| 2012 | 175,264 | 145,264 | 30,000 | 36.5 | 17% |
| 2013 | 167,223 | 167,223 | 0 | 31.7 | 15% |
| 2014 | 154,946 | 124,946 | 30,000 | 45.3 | 21% |
| 2015 | 156,477 | 91,477 | 65,000 | 70.4 | 30% |
| 2016 | 157,729 | 112,729 | 45,000 | 61.9 | 25% |
| 2017 | 162,766 | 133,766 | 29,000 | 54.8 | 22% |
| 2018 | 171,384 | 151,820 | 19,564 | 49.8 | 22% |
| 2019 | 151,489 | 153,143 | −1,654 | 49.3 | 21% |
| 2020 | 129,360 | 201,098 | −71,738 | 33.2 | 18% |
| 2021 | 148,577 | 130,889 | 17,688 | 52.7 | 27% |
| 2022 | 111,775 | 111,434 | 341 | 61.9 | 34% |
| 2023 | 144,925 | 114,411 | 30,514 | 63.5 | 36% |
In its most recent public year (2023), this organization brought in $30,514 more than it spent. Its reserves stood at about 63.5 months of spending, up from 50.6 in 2011. Staff pay was 36% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Bea Credit Union's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works