United Heritage Credit Union
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 37,454,073 | 33,497,321 | 3,956,752 | 19.3 | 25% |
| 2012 | 33,713,526 | 29,673,485 | 4,040,041 | 23.5 | 31% |
| 2013 | 34,315,060 | 29,318,625 | 4,996,435 | 25.3 | 36% |
| 2014 | 29,223,291 | 27,731,971 | 1,491,320 | 27.7 | 36% |
| 2015 | 32,681,909 | 30,004,602 | 2,677,307 | 26.7 | 36% |
| 2016 | 37,467,948 | 32,443,012 | 5,024,936 | 26.5 | 35% |
| 2017 | 40,760,927 | 32,989,940 | 7,770,987 | 28.4 | 35% |
| 2018 | 46,528,587 | 37,496,277 | 9,032,310 | 27.4 | 32% |
| 2019 | 48,829,880 | 42,816,641 | 6,013,239 | 25.4 | 7% |
| 2020 | 49,916,423 | 45,313,338 | 4,603,085 | 24.6 | 31% |
| 2021 | 55,051,200 | 43,117,120 | 11,934,080 | 29.4 | 36% |
| 2022 | 66,954,834 | 49,976,961 | 16,977,873 | 29.6 | 36% |
| 2023 | 79,701,411 | 72,467,549 | 7,233,862 | 21.7 | 31% |
In its most recent public year (2023), this organization brought in $7,233,862 more than it spent. Its reserves stood at about 21.7 months of spending, up from 19.3 in 2011. Staff pay was 31% 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
United Heritage 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