Credit Unions In The State Of California
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 7,122,699 | 7,124,026 | −1,327 | 18.2 | 27% |
| 2012 | 6,343,998 | 6,183,377 | 160,621 | 21.2 | 29% |
| 2013 | 6,560,067 | 5,366,284 | 1,193,783 | 26.3 | 31% |
| 2014 | 5,098,996 | 5,778,372 | −679,376 | 23.5 | 28% |
| 2015 | 6,050,263 | 5,782,225 | 268,038 | 24.1 | 32% |
| 2016 | 7,411,142 | 7,056,872 | 354,270 | 20.4 | 32% |
| 2017 | 9,002,592 | 8,233,287 | 769,305 | 18.6 | 30% |
| 2018 | 9,340,065 | 8,437,210 | 902,855 | 19.4 | 31% |
| 2019 | 9,928,352 | 9,466,955 | 461,397 | 17.9 | 27% |
| 2020 | 8,906,187 | 7,862,381 | 1,043,806 | 23.1 | 30% |
| 2021 | 8,216,863 | 7,309,216 | 907,647 | 26.4 | 38% |
| 2022 | 9,891,431 | 8,627,321 | 1,264,110 | 24.1 | 36% |
| 2023 | 11,695,246 | 11,026,897 | 668,349 | 19.2 | 30% |
In its most recent public year (2023), this organization brought in $668,349 more than it spent. Its reserves stood at about 19.2 months of spending. Staff pay was 30% 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