Credit Unions In The State Of California
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 1,885,613 | 2,084,341 | −198,728 | 17.9 | 27% |
| 2012 | 1,785,929 | 1,807,701 | −21,772 | 20.5 | 32% |
| 2013 | 1,591,026 | 1,580,745 | 10,281 | 23.5 | 35% |
| 2014 | 1,650,736 | 1,532,041 | 118,695 | 25.2 | 36% |
| 2015 | 1,522,005 | 1,537,196 | −15,191 | 25.0 | 40% |
| 2016 | 1,516,448 | 1,489,126 | 27,322 | 26.0 | 40% |
| 2017 | 1,784,871 | 1,516,450 | 268,421 | 27.7 | 38% |
| 2018 | 1,865,530 | 1,593,079 | 272,451 | 28.4 | 37% |
| 2019 | 1,863,292 | 1,688,916 | 174,376 | 28.0 | 37% |
| 2020 | 1,709,724 | 1,640,392 | 69,332 | 29.3 | 39% |
| 2021 | 1,568,104 | 1,590,048 | −21,944 | 30.1 | 39% |
| 2022 | 1,862,806 | 1,614,975 | 247,831 | 31.5 | 37% |
| 2023 | 2,401,261 | 1,749,165 | 652,096 | 33.5 | 35% |
In its most recent public year (2023), this organization brought in $652,096 more than it spent. Its reserves stood at about 33.5 months of spending, up from 17.9 in 2011. Staff pay was 35% 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