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COCONINO

Charter #10335 · AZ

100M-500M
1024 CUs in 100M-500M nationally 8 in AZ

COCONINO has 3 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 0.43% above tier average
  • + First Mortgage Concentration (%): Top 4.4% in tier
  • + Total Delinquency Rate (60+ days): Top 5.5% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 50.0% in tier
  • - Membership Headwinds: Bottom 50.0% in tier
  • - Stagnation Risk: Bottom 50.0% in tier
  • - Institutional Decline: Bottom 50.0% in tier
  • - ROA 0.14% below tier average
  • - Net Charge-Off Rate: Bottom 9.4% in tier

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 1,024 credit unions with $100M-$500M in assets nationally, and 1 of 8 that size in Arizona.
  • Shares and deposits +2.5% year over year ($111M in shares and deposits).
  • Membership: 9,631 members, -1.1% vs a year ago.
  • Delinquency rate 0.09%.
  • Return on assets 0.73%.
  • Efficiency ratio 73.34% vs a 76.73% peer average.
  • Loan-to-share ratio 52.45% vs a 71.54% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (AZ) National Avg Tier Percentile
Members 9,631
-1.1% YoY-0.1% QoQ
-5.5K 15,168
-2.6% YoY
62,580
+4.2% YoY
34,678
+6.6% YoY
30%
Assets $126.0M
+3.1% YoY-0.4% QoQ
$-106.0M $232.0M
+0.7% YoY
$1.1B
+8.8% YoY
$593.1M
+10.2% YoY
17%
Loans $58.3M
-2.0% YoY-1.1% QoQ
$-87.9M $146.3M
+0.2% YoY
$693.0M
+9.0% YoY
$418.6M
+10.1% YoY
Bottom 10.2% in tier
Deposits $111.2M
+2.5% YoY-0.5% QoQ
$-89.5M $200.7M
+0.2% YoY
$946.4M
+8.0% YoY
$504.8M
+10.3% YoY
18%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 0.7%
+37.2% YoY-14.6% QoQ
-0.1% 0.9%
+12.5% YoY
0.9%
+15.7% YoY
1.2%
+121.4% YoY
47%
NIM 4.1%
+3.2% YoY+2.9% QoQ
+0.4% 3.7%
+4.5% YoY
4.0%
+1.6% YoY
3.8%
+2.3% YoY
77%
Efficiency Ratio 73.3%
-3.2% YoY-3.2% QoQ
-3.4% 76.7%
-0.8% YoY
75.7%
-0.5% YoY
83.0%
-5.3% YoY
36%
Delinquency Rate 0.1%
-63.9% YoY-51.7% QoQ
-0.8 0.9%
+6.6% YoY
0.9%
+18.9% YoY
1.3%
+2.6% YoY
Top 5.5% in tier
Loan To Share 52.5%
-4.5% YoY-0.5% QoQ
-19.1% 71.5%
-0.3% YoY
69.6%
-1.2% YoY
66.4%
-1.4% YoY
Bottom 14.3% in tier
AMR $17,603
+2.1% YoY-0.6% QoQ
$-8K $25,107
+3.2% YoY
$19,787
+3.1% YoY
$20,028
-0.9% YoY
19%
CD Concentration 19.2%
+5.0% YoY-1.6% QoQ
-5.3% 24.6% 17.9% 20.0% 50%
Indirect Auto % 32.1%
-8.2% YoY-4.0% QoQ
+18.5% 13.6% 21.3% 7.7% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (4)

Indirect Auto Dependency

risk
#186 of 476 • Bottom 50.0% in tier

Significant portion of loan portfolio in indirect auto (>15%). This concentration creates dependency on dealer relationships.

Why This Signature
Asset Growth (YoY): 3.09%
(Tier: 4.62%, National: 3.30%)
worse than tier avg
Indirect Auto %: 32.10%
(Tier: 13.63%, National: 7.71%)
worse than tier avg
Member Growth (YoY): -1.13%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
476 of 1024 Mid-Small & Community CUs have this signature | 714 nationally
↓ Shrinking -57 CUs YoY | Rank worsening

Membership Headwinds

decline
#444 of 549 • Bottom 50.0% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -1.13%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | Rank worsening

Stagnation Risk

risk
#445 of 549 • Bottom 50.0% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -1.13%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -2.05%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.09%
(Tier: 0.87%, National: 1.26%)
but better than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | Rank worsening

Institutional Decline

decline
#222 of 230 • Bottom 50.0% in tier

Both members and loans declining - the institution is contracting. Leadership is likely under pressure to reverse course.

Why This Signature
Total Assets: $126.04M
(Tier: $336.17M, National: $593.11M)
worse than tier avg
Member Growth (YoY): -1.13%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -2.05%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
230 of 1024 Mid-Small & Community CUs have this signature | 261 nationally
↓ Shrinking -49 CUs YoY | Rank improving

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 1024 peers in tier

Top Strengths (5 metrics)

46
First Mortgage Concentration (%)
balance_sheet
Value: 3.59%
Peer Median: 29.92%
#46 of 1024 Top 4.4% in 100M-500M tier
57
Total Delinquency Rate (60+ days)
risk
Value: 0.09%
Peer Median: 0.71%
#57 of 1024 Top 5.5% in 100M-500M tier
237
Members Per Employee (MPE)
engagement
Value: 385.240
Peer Median: 310.924
#237 of 1024 Top 23.0% in 100M-500M tier
238
Net Interest Margin (NIM)
profitability
Value: 4.12%
Peer Median: 3.67%
#238 of 1024 Top 23.1% in 100M-500M tier
240
Fee Income Per Member
profitability
Value: $212.37
Peer Median: $159.88
#240 of 1024 Top 23.3% in 100M-500M tier

Top Weaknesses (9 metrics)

929
Net Charge-Off Rate
risk
Value: 1.02%
Peer Median: 0.34%
#929 of 1024 Bottom 9.4% in 100M-500M tier
920
Total Loans
balance_sheet
Value: $58.33M
Peer Median: $124.04M
#920 of 1024 Bottom 10.3% in 100M-500M tier
891
Loan-to-Member Ratio (LMR)
engagement
Value: $6,057
Peer Median: $9,434
#891 of 1024 Bottom 13.1% in 100M-500M tier
886
Indirect Auto Concentration (%)
balance_sheet
Value: 32.10%
Peer Median: 6.15%
#886 of 1024 Bottom 13.6% in 100M-500M tier
878
Loan-to-Share Ratio
balance_sheet
Value: 52.45%
Peer Median: 73.07%
#878 of 1024 Bottom 14.4% in 100M-500M tier
849
Total Assets
balance_sheet
Value: $126.04M
Peer Median: $196.38M
#849 of 1024 Bottom 17.2% in 100M-500M tier
841
Total Deposits
balance_sheet
Value: $111.21M
Peer Median: $170.77M
#841 of 1024 Bottom 18.0% in 100M-500M tier
833
Average Member Relationship (AMR)
engagement
Value: $17,603
Peer Median: $23,006
#833 of 1024 Bottom 18.8% in 100M-500M tier
809
Loan Growth Rate
growth
Value: -2.05%
Peer Median: 3.02%
#809 of 1024 Bottom 21.1% in 100M-500M tier
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