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The NCUA regulates, charters and supervises all federal credit unions and insures members’ deposits in all federally insured credit unions to the limits of federal law. Each year, the NCUA Board considers and approves a budget to support these activities.
The NCUA is committed to providing transparency about the agency’s budget. The agency uses zero-based budgeting where every projected expense is justified. Below you will find materials related to previous budgets, including budget summaries, fact sheets, and information on the overhead transfer rate and operating fee. You will also find information describing historical trends related to the agency’s budget.
Documents Prior to 2013
- 2012 Overhead Transfer Rate Board Action Memorandum (opens new window)
- 2011 Overhead Transfer Rate Board Action Memorandum (opens new window)
- 2011 Overhead Transfer Rate Review (opens new window)
- 2010 Overhead Transfer Rate Board Action Memorandum (opens new window)
- 2003 Overhead Transfer Rate Board Action Memorandum (opens new window)
- 2001 Overhead Transfer Rate Report (opens new window)
Overhead Transfer Rate Background
- 2003 Board Briefing-Detailed Explanation of Methodology (opens new window)
- 2003 Board Briefing Slides (opens new window)
- 2003 November 20 NCUA Board Meeting Transcript (opens new window)
- 2003 Summary of Pre-Adoption OTR Stakeholder Meeting Comments (opens new window)
- 2003 Task Force Proposal (opens new window)
- 2009 November 19 NCUA Board Meeting Transcript (opens new window)
- 2010 November 18 NCUA Board Meeting Transcript (opens new window)
- 2011 November 17 NCUA Board Meeting Transcript (opens new window)
- 2012 November 15 NCUA Board Meeting Transcript (opens new window)
- 2013 November 21 NCUA Board Meeting Transcript (opens new window)
- 2014 November 20 NCUA Board Meeting Transcript (opens new window)