Credit Unions In The State Of California
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 451,153 | 581,474 | −130,321 | 137.2 | 28% |
| 2012 | 394,603 | 362,574 | 32,029 | 237.7 | 46% |
| 2013 | 387,946 | 325,213 | 62,733 | 290.1 | 53% |
| 2014 | 411,533 | 222,307 | 189,226 | 425.6 | 80% |
| 2015 | 421,242 | 474,054 | −52,812 | 205.8 | 41% |
| 2016 | 425,938 | 390,325 | 35,613 | 263.2 | 54% |
| 2017 | 427,941 | 480,285 | −52,344 | 236.9 | 49% |
| 2018 | 495,161 | 423,023 | 72,138 | 282.0 | 53% |
| 2019 | 563,815 | 570,298 | −6,483 | 214.3 | 37% |
| 2020 | 549,365 | 593,905 | −44,540 | 238.1 | 41% |
| 2021 | 504,245 | 500,365 | 3,880 | 287.7 | 51% |
| 2022 | 599,810 | 494,255 | 105,555 | 281.4 | 56% |
| 2023 | 880,781 | 785,139 | 95,642 | 192.8 | 44% |
In its most recent public year (2023), this organization brought in $95,642 more than it spent. Its reserves stood at about 192.8 months of spending, up from 137.2 in 2011. Staff pay was 44% 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