Public Charity

CU SAVERS INC

CU SAVERS INC is a Public Charity headquartered in TAMPA, FL. Financial data from the 2024 filing: $193K revenue, $86K expenses, $720K total assets.

EIN: 030603264 TAMPA, FL Professional Societies & Associations NTEE: J03 Latest filing: 2024
Total Revenue$193K
Total Expenses$86K
Total Assets$720K
Grant Records0
Filing Years2019–2024

Mission

CU SAVERS IS A NON-PROFIT ORGANIZATION DEDICATED TO EDUCATING MEMBERS OF THE COMMUNITY ON ALL THINGS FINANCIAL. WHETHER YOU ARE MANAGING DAY-TO-DAY EXPENSES LIKE SAVING, SPENDING, AND BUDGETING OR PLANNING FOR THE FUTURE AND RETIREMENT BY INVESTING, BECOMING A MEMBER IS VALUABLE.

Where $100 goes at Cu Savers Inc

How Cu Savers Inc divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$67 Programs the work itself
$33 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $67 for programs

$67
Furnishing unbiased, personal financial information to members in the form of a quarterly newsletter, promoting the education and benefits of savings, investments, and retirement planning
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

CFO Brad Baker
PRESIDENT Brian Best
DIRECTOR Holly Markham

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $193K $86K $720K
2023 $220K $91K $613K
2022 $221K $85K $484K
2020 $151K $86K $282K
2019 $144K $167K $218K

Between 2019 and 2024, reported annual revenue grew from $144K to $193K (+34%), with total assets most recently reported at $720K.

Interactive year-over-year charts and full filing details available with membership.

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