Energize Credit Union
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 848,801 | 849,281 | −480 | 28.3 | 27% |
| 2012 | 808,472 | 752,513 | 55,959 | 33.0 | 31% |
| 2013 | 751,128 | 759,824 | −8,696 | 32.5 | 15% |
| 2014 | 609,298 | 696,378 | −87,080 | 34.0 | 34% |
| 2015 | 718,671 | 646,685 | 71,986 | 37.9 | 38% |
| 2016 | 787,723 | 783,110 | 4,613 | 31.4 | 35% |
| 2017 | 840,496 | 874,848 | −34,352 | 27.6 | 31% |
| 2018 | 928,508 | 854,692 | 73,816 | 29.3 | 31% |
| 2019 | 1,055,919 | 972,323 | 83,596 | 26.8 | 30% |
| 2020 | 1,126,139 | 945,352 | 180,787 | 29.9 | 37% |
| 2021 | 1,073,668 | 859,593 | 214,075 | 35.8 | 33% |
| 2022 | 1,159,668 | 917,719 | 241,949 | 36.7 | 35% |
| 2023 | 1,225,594 | 1,216,127 | 9,467 | 27.8 | 29% |
In its most recent public year (2023), this organization brought in $9,467 more than it spent. Its reserves stood at about 27.8 months of spending. Staff pay was 29% 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
Energize 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