WPublic & Societal BenefitEIN: 956111723· Ruling Year: 1965

Adelfi Credit Union

Brea, California

BHealth Score
64B

Financial Health Score

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

Above Average

How This Organization Compares

Compared to 9 peers in Public & Societal Benefit with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org2.85×
Peer Median11.38×
💰
$32.6M
Total Revenue
📊
$31.3M
Total Expenses
🏦
$89.2M
Net Assets
📋
$479.5M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-41.7%
Year-over-year change (2022 → 2023)
Net Margin
+4.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
2.85
Net assets divided by total expenses
Liabilities-to-Assets
84.3%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$32,611,63842%$31,295,08917%$568,720,8871%
2022$55,925,10594%$26,687,50216%$574,129,9291%
2021$28,833,89414%$23,029,86618%$581,626,28512%
2020$25,320,1897%$27,973,2448%$662,356,2327%
2019$23,691,40228%$30,400,54513%$715,897,8992%
2018$33,023,91311%$35,125,3195%$703,154,96210%
2017$37,066,90312%$33,455,84914%$780,188,8594%
2016$42,074,8394%$39,087,89529%$814,436,19710%
2015$40,539,40817%$55,020,87619%$900,486,68210%
2014$49,086,10425%$68,063,12813%$1,001,217,4657%
2013$65,054,66310%$59,981,02914%$1,074,768,6251%
2012$72,034,7213%$69,635,99123%$1,084,610,5025%
2011$70,176,391$90,748,933$1,144,321,418

Frequently Asked Questions

What does Adelfi Credit Union do?

Adelfi Credit Union is a public & societal benefit nonprofit organization based in California. It is classified under NTEE code W61 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Adelfi Credit Union financially healthy?

Based on our 9-metric Financial Health Score model, Adelfi Credit Union has a score of 64/100 (Grade: B). 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 Adelfi Credit Union generate?

Adelfi Credit Union reports $35.7M in annual revenue and holds $633.7M in total assets, based on IRS filings.

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Adelfi Credit Union — Brea, CA | GiveScope