Credit Unions In The State Of California
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 3,497,545 | 2,957,248 | 540,297 | 25.6 | 47% |
| 2012 | 3,587,329 | 2,969,402 | 617,927 | 28.0 | 49% |
| 2013 | 3,604,250 | 2,964,401 | 639,849 | 30.7 | 51% |
| 2014 | 3,610,959 | 2,756,975 | 853,984 | 36.7 | 54% |
| 2015 | 3,782,898 | 3,236,613 | 546,285 | 33.3 | 54% |
| 2016 | 3,754,852 | 3,029,303 | 725,549 | 38.4 | 56% |
| 2017 | 3,699,711 | 3,022,409 | 677,302 | 41.2 | 55% |
| 2018 | 4,363,629 | 3,608,978 | 754,651 | 37.0 | 48% |
| 2019 | 4,650,357 | 3,848,115 | 802,242 | 37.2 | 47% |
| 2020 | 4,094,119 | 3,731,111 | 363,008 | 39.6 | 51% |
| 2021 | 4,286,982 | 3,403,943 | 883,039 | 46.5 | 63% |
| 2022 | 3,970,179 | 3,484,081 | 486,098 | 47.1 | 57% |
| 2023 | 4,552,429 | 4,079,913 | 472,516 | 41.5 | 49% |
In its most recent public year (2023), this organization brought in $472,516 more than it spent. Its reserves stood at about 41.5 months of spending, up from 25.6 in 2011. Staff pay was 49% 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