Credit Unions In The State Of California
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 8,197,475 | 8,327,831 | −130,356 | 18.8 | 25% |
| 2012 | 7,570,473 | 7,408,437 | 162,036 | 21.4 | 27% |
| 2013 | 7,049,503 | 7,557,568 | −508,065 | 19.4 | 27% |
| 2014 | 7,112,598 | 6,117,366 | 995,232 | 26.9 | 36% |
| 2015 | 7,447,386 | 7,055,431 | 391,955 | 23.9 | 32% |
| 2016 | 7,961,988 | 7,360,562 | 601,426 | 22.9 | 34% |
| 2017 | 8,818,824 | 9,056,808 | −237,984 | 18.4 | 27% |
| 2018 | 9,580,675 | 7,919,804 | 1,660,871 | 22.9 | 32% |
| 2019 | 9,632,589 | 7,803,590 | 1,828,999 | 27.0 | 34% |
| 2020 | 7,812,094 | 6,741,798 | 1,070,296 | 34.0 | 38% |
| 2021 | 7,219,372 | 6,380,443 | 838,929 | 33.6 | 39% |
| 2022 | 8,378,360 | 6,984,054 | 1,394,306 | 8.3 | 40% |
| 2023 | 9,142,859 | 8,178,851 | 964,008 | 12.2 | 34% |
In its most recent public year (2023), this organization brought in $964,008 more than it spent. Its reserves stood at about 12.2 months of spending, down from 18.8 in 2011. Staff pay was 34% 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
Credit Unions In The State Of California'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