Credit Unions In The State Of California
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 3,426,630 | 3,623,591 | −196,961 | 14.7 | 33% |
| 2012 | 2,975,358 | 2,871,137 | 104,221 | 19.0 | 32% |
| 2013 | 2,743,947 | 2,401,894 | 342,053 | 24.4 | 37% |
| 2014 | 2,682,186 | 2,408,260 | 273,926 | 25.7 | 38% |
| 2015 | 2,796,733 | 2,564,061 | 232,672 | 25.2 | 37% |
| 2016 | 3,085,195 | 2,648,393 | 436,802 | 26.4 | 39% |
| 2017 | 3,287,721 | 2,766,260 | 521,461 | 27.5 | 36% |
| 2018 | 3,480,710 | 3,119,081 | 361,629 | 25.9 | 32% |
| 2019 | 3,646,394 | 3,238,401 | 407,993 | 26.5 | 34% |
| 2020 | 2,996,917 | 3,078,533 | −81,616 | 28.3 | 37% |
| 2021 | 2,487,917 | 2,802,398 | −314,481 | 29.7 | 34% |
| 2022 | 2,783,364 | 2,941,000 | −157,636 | 27.3 | 36% |
| 2023 | 3,848,970 | 3,195,091 | 653,879 | 27.6 | 35% |
In its most recent public year (2023), this organization brought in $653,879 more than it spent. Its reserves stood at about 27.6 months of spending, up from 14.7 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