Investex Credit Union
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 7,392,892 | 6,958,912 | 433,980 | 175.1 | 32% |
| 2012 | 7,603,012 | 7,116,253 | 486,759 | 195.1 | 33% |
| 2013 | 9,432,993 | 9,110,542 | 322,451 | 223.5 | 34% |
| 2014 | 10,020,271 | 9,137,841 | 882,430 | 232.7 | 34% |
| 2015 | 10,484,158 | 9,165,359 | 1,318,799 | 238.6 | 34% |
| 2016 | 10,152,146 | 9,317,986 | 834,160 | 237.2 | 35% |
| 2017 | 10,620,281 | 9,657,252 | 963,029 | 249.3 | 34% |
| 2018 | 11,068,686 | 10,068,102 | 1,000,584 | 238.0 | 35% |
| 2019 | 11,600,658 | 10,625,280 | 975,378 | 249.1 | 36% |
| 2020 | 11,294,013 | 10,635,441 | 658,572 | 279.7 | 37% |
| 2021 | 10,751,669 | 9,191,361 | 1,560,308 | 344.4 | 42% |
| 2022 | 11,757,085 | 9,749,893 | 2,007,192 | 293.7 | 40% |
| 2023 | 12,245,306 | 11,217,244 | 1,028,062 | 252.4 | 37% |
In its most recent public year (2023), this organization brought in $1,028,062 more than it spent. Its reserves stood at about 252.4 months of spending, up from 175.1 in 2011. Staff pay was 37% 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
A new entry when its next filing is released. No account, no email; works in any feed reader, Slack, or automation tool. How following works