Credit Unions In The State Of California
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 5,686,480 | 4,661,547 | 1,024,933 | 20.1 | 36% |
| 2012 | 4,656,957 | 6,444,364 | −1,787,407 | 11.6 | 27% |
| 2013 | 4,900,128 | 4,890,944 | 9,184 | 14.6 | 34% |
| 2014 | 5,821,190 | 6,008,006 | −186,816 | 11.5 | 31% |
| 2015 | 6,356,555 | 5,960,168 | 396,387 | 12.3 | 33% |
| 2016 | 7,257,939 | 5,909,785 | 1,348,154 | 15.1 | 39% |
| 2017 | 7,482,565 | 6,776,614 | 705,951 | 14.4 | 37% |
| 2018 | 8,041,524 | 6,931,224 | 1,110,300 | 16.0 | 39% |
| 2019 | 9,043,303 | 7,777,249 | 1,266,054 | 16.2 | 39% |
| 2020 | 9,290,078 | 7,710,466 | 1,579,612 | 18.9 | 43% |
| 2021 | 11,384,575 | 8,661,141 | 2,723,434 | 20.6 | 40% |
| 2022 | 14,177,074 | 11,593,769 | 2,583,305 | 18.0 | 37% |
| 2023 | 13,363,100 | 12,403,594 | 959,506 | 17.2 | 37% |
In its most recent public year (2023), this organization brought in $959,506 more than it spent. Its reserves stood at about 17.2 months of spending, down from 20.1 in 2011. Staff pay was 37% 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