Investex Credit Union
Humble, Texas
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)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $12,245,306↑4% | $11,217,244↑15% | $236,673,209↓2% | |
| 2022 | $11,757,085↑9% | $9,749,893↑6% | $240,942,803↓9% | — |
| 2021 | $10,751,669↓5% | $9,191,361↓14% | $266,144,576↑6% | — |
| 2020 | $11,294,013↓3% | $10,635,441 | $250,127,998↑12% | — |
| 2019 | $11,600,658↑5% | $10,625,280↑6% | $222,341,917↑10% | — |
| 2018 | $11,068,686↑4% | $10,068,102↑4% | $201,735,645↓1% | — |
| 2017 | $10,620,281↑5% | $9,657,252↑4% | $202,820,155↑9% | — |
| 2016 | $10,152,146↓3% | $9,317,986↑2% | $186,184,357↑1% | — |
| 2015 | $10,484,158↑5% | $9,165,359 | $183,988,672↑3% | — |
| 2014 | $10,020,271↑6% | $9,137,841 | $178,764,445↑5% | — |
| 2013 | $9,432,993↑24% | $9,110,542↑28% | $171,020,083↑46% | — |
| 2012 | $7,603,012↑3% | $7,116,253↑2% | $116,804,035↑14% | — |
| 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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