Credit Unions In The State Of California
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 3,089,452 | 3,046,729 | 42,723 | 20.3 | 32% |
| 2012 | 3,276,030 | 3,197,103 | 78,927 | 18.0 | 27% |
| 2013 | 3,326,188 | 2,847,387 | 478,801 | 22.4 | 31% |
| 2014 | 5,525,894 | 2,895,291 | 2,630,603 | 32.4 | 29% |
| 2015 | 4,222,081 | 3,021,645 | 1,200,436 | 36.1 | 33% |
| 2016 | 4,336,331 | 3,415,411 | 920,920 | 34.2 | 29% |
| 2017 | 4,485,114 | 3,810,071 | 675,043 | 33.3 | 31% |
| 2018 | 4,854,768 | 4,285,077 | 569,691 | 31.3 | 30% |
| 2019 | 5,485,036 | 4,895,428 | 589,608 | 28.6 | 31% |
| 2020 | 5,984,411 | 4,979,974 | 1,004,437 | 30.4 | 29% |
| 2021 | 5,439,590 | 4,771,097 | 668,493 | 33.5 | 37% |
| 2022 | 6,174,148 | 5,687,113 | 487,035 | 27.2 | 37% |
| 2023 | 8,170,718 | 7,829,413 | 341,305 | 21.0 | 30% |
In its most recent public year (2023), this organization brought in $341,305 more than it spent. Its reserves stood at about 21 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