FORT MORGAN SCHOOLS

Charter #10180 | CO

<100M (2596 CUs) Micro
29 <100M in CO

FORT MORGAN SCHOOLS has 3 strengths but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Total Delinquency Rate (60+ days): Top 0.0% in tier
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + AMR Growth Rate: Top 3.7% in tier

Key Concerns

Areas that may need attention

  • - ROA 1.01% below tier average
  • - Efficiency ratio 35.16% above tier (higher cost structure)
  • - Member decline: -16.0% YoY
  • - Share Certificate Concentration (%): Bottom 1.9% in tier
  • - Member Growth Rate: Bottom 2.5% in tier
  • - Net Interest Margin (NIM): Bottom 3.3% in tier
  • - First Mortgage Concentration (%): Bottom 9.1% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (CO) National Avg Tier Percentile
Members 440
-16.0% YoY-4.1% QoQ
-2.2K 2,625
-2.2% YoY
38,063
+8.0% YoY
33,089
+6.1% YoY
Bottom 12.2% in tier
Assets $5.2M
+1.3% YoY-0.4% QoQ
$-24.6M $29.9M
+1.1% YoY
$678.0M
+7.3% YoY
$547.7M
+7.8% YoY
Bottom 20.0% in tier
Loans $3.7M
-6.4% YoY-4.1% QoQ
$-12.1M $15.8M
-2.4% YoY
$529.4M
+8.0% YoY
$388.7M
+8.6% YoY
28th in tier
Deposits $4.4M
+1.9% YoY-0.0% QoQ
$-21.1M $25.5M
+0.4% YoY
$571.8M
+9.1% YoY
$464.6M
+9.3% YoY
Bottom 20.8% in tier
ROA -0.3%
-189.0% YoY-728.4% QoQ
-1.0% 0.7%
-731.4% YoY
0.5%
+8.5% YoY
0.7%
+273.4% YoY
Bottom 10.5% in tier
NIM 1.9%
-18.0% YoY+6.6% QoQ
-2.0% 3.9%
+3.8% YoY
3.6%
+3.7% YoY
3.7%
+5.0% YoY
Bottom 3.3% in tier
Efficiency Ratio 116.5%
+36.8% YoY+20.2% QoQ
+35.2% 81.4%
-2.4% YoY
80.6%
-2.6% YoY
79.1%
-3.3% YoY
Top 4.8% in tier
Delinquency Rate 0.0%
-100.0% YoY-100.0% QoQ
-1.5 1.5%
-2.0% YoY
0.9%
+6.2% YoY
1.2%
-0.9% YoY
Bottom 0.0% in tier
Loan To Share 83.8%
-8.2% YoY-4.1% QoQ
+22.6% 61.2%
-3.0% YoY
72.9%
-3.4% YoY
68.0%
-1.7% YoY
Top 18.2% in tier
AMR $18,372
+16.7% YoY+2.3% QoQ
+$4K $14,627
-2.7% YoY
$22,866
+4.1% YoY
$19,418
+1.3% YoY
73rd in tier
CD Concentration 56.5%
+7.3% YoY+0.1% QoQ
+32.1% 24.4%
+4.2% YoY
26.3%
+7.3% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 0.0% -14.0% 14.0%
-5.8% YoY
12.4%
-8.4% YoY
7.9%
-2.9% YoY
50th in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (0)

No concerns identified

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) | Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 2596 peers in tier

Top Strengths (5 metrics)

1
Total Delinquency Rate (60+ days)
risk
Value: 0.00%
Peer Avg: 1.51%
#1 of 2596 Top 0.0% in <100M tier
1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 2.84%
#1 of 2596 Top 0.0% in <100M tier
96
AMR Growth Rate
growth
Value: 16.67%
Peer Avg: 4.67%
#96 of 2596 Top 3.7% in <100M tier
413
Loan-to-Member Ratio (LMR)
engagement
Value: $8,378
Peer Avg: $5,488
#413 of 2596 Top 15.9% in <100M tier
468
Loan-to-Share Ratio
balance_sheet
Value: 83.83%
Peer Avg: 61.23%
#468 of 2596 Top 18.0% in <100M tier

Top Weaknesses (11 metrics)

2547
Share Certificate Concentration (%)
balance_sheet
Value: 56.49%
Peer Avg: 15.37%
#2547 of 2596 Bottom 1.9% in <100M tier
2531
Member Growth Rate
growth
Value: -16.03%
Peer Avg: 14.92%
#2531 of 2596 Bottom 2.5% in <100M tier
2511
Net Interest Margin (NIM)
profitability
Value: 1.93%
Peer Avg: 3.93%
#2511 of 2596 Bottom 3.3% in <100M tier
2473
Efficiency Ratio
profitability
Value: 116.55%
Peer Avg: 81.39%
#2473 of 2596 Bottom 4.8% in <100M tier
2362
First Mortgage Concentration (%)
balance_sheet
Value: 46.72%
Peer Avg: 14.49%
#2362 of 2596 Bottom 9.1% in <100M tier
2324
Return on Assets (ROA)
profitability
Value: -0.33%
Peer Avg: 0.68%
#2324 of 2596 Bottom 10.5% in <100M tier
2279
Total Members
engagement
Value: 440
Peer Avg: 2,626
#2279 of 2596 Bottom 12.2% in <100M tier
2187
Fee Income Per Member
profitability
Value: $6.23
Peer Avg: $182.96
#2187 of 2596 Bottom 15.8% in <100M tier
2100
Members Per Employee (MPE)
engagement
Value: 220.000
Peer Avg: 365.701
#2100 of 2596 Bottom 19.1% in <100M tier
2077
Total Assets
balance_sheet
Value: $5.21M
Peer Avg: $29.86M
#2077 of 2596 Bottom 20.0% in <100M tier