Achieve Financial Credit Union Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 7,837,035 | 7,999,110 | −162,075 | 17.6 | 32% |
| 2021 | 8,898,546 | 8,013,107 | 885,439 | 17.4 | 32% |
| 2022 | 10,293,726 | 8,300,755 | 1,992,971 | 13.5 | 30% |
| 2023 | 12,016,169 | 11,112,680 | 903,489 | 12.0 | 21% |
In its most recent public year (2023), this organization brought in $903,489 more than it spent. Its reserves stood at about 12 months of spending, down from 17.6 in 2020. Staff pay was 21% 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
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