ZUnclassifiedEIN: 741325622· Ruling Year: 1976

Investex Credit Union

Humble, Texas

A-Health Score
80A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 111 peers in Unclassified with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org21.03×
Peer Median5.86×
💰
$12.2M
Total Revenue
📊
$11.2M
Total Expenses
🏦
$235.9M
Net Assets
📋
$749K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+4.2%
Year-over-year change (2022 → 2023)
Net Margin
+8.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
21.03
Net assets divided by total expenses
Liabilities-to-Assets
0.3%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$12,245,3064%$11,217,24415%$236,673,2092%
2022$11,757,0859%$9,749,8936%$240,942,8039%
2021$10,751,6695%$9,191,36114%$266,144,5766%
2020$11,294,0133%$10,635,441$250,127,99812%
2019$11,600,6585%$10,625,2806%$222,341,91710%
2018$11,068,6864%$10,068,1024%$201,735,6451%
2017$10,620,2815%$9,657,2524%$202,820,1559%
2016$10,152,1463%$9,317,9862%$186,184,3571%
2015$10,484,1585%$9,165,359$183,988,6723%
2014$10,020,2716%$9,137,841$178,764,4455%
2013$9,432,99324%$9,110,54228%$171,020,08346%
2012$7,603,0123%$7,116,2532%$116,804,03514%
2011$7,392,892$6,958,912$102,575,594

Frequently Asked Questions

What does Investex Credit Union do?

Investex Credit Union is a unclassified nonprofit organization based in Texas. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Investex Credit Union financially healthy?

Based on our 9-metric Financial Health Score model, Investex Credit Union has a score of 80/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Investex Credit Union generate?

Investex Credit Union reports $13.0M in annual revenue and holds $235.7M in total assets, based on IRS filings.

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