Utah Heritage Credit Union
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 4,519,494 | 3,601,958 | 917,536 | 31.2 | 28% |
| 2021 | 4,803,441 | 3,603,219 | 1,200,222 | 35.1 | 30% |
| 2022 | 5,511,472 | 4,033,210 | 1,478,262 | 35.8 | 32% |
| 2023 | 7,617,754 | 5,415,943 | 2,201,811 | 31.5 | 21% |
In its most recent public year (2023), this organization brought in $2,201,811 more than it spent. Its reserves stood at about 31.5 months of spending. 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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