BlastPoint's Credit Union Scorecard

FITZSIMONS

Charter #10572 · CO

1069 CUs in 100M-500M nationally 26 in CO

FITZSIMONS has 2 strengths but faces 12 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 66.0% in tier
  • + Net Interest Margin 0.55% above tier average

Key Concerns

Areas that may need attention

  • - Stagnation Risk: Bottom 1.1% in tier
  • - Credit Quality Pressure: Bottom 2.7% in tier
  • - Membership Headwinds: Bottom 7.8% in tier
  • - Institutional Decline: Bottom 17.2% in tier
  • - Indirect Auto Dependency: Bottom 56.4% in tier
  • - Efficiency Drag: Bottom 100.0% in tier
  • - ROA 0.75% below tier average
  • - Efficiency ratio 3.19% above tier (higher cost structure)
  • - Delinquency rate 1.61% above tier average
  • - Member decline: -9.4% YoY
  • - Member Growth Rate: Bottom 3.6% in tier
  • - Total Delinquency Rate (60+ days): Bottom 4.1% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (CO) National Avg Tier Percentile
Members 13,267
-9.4% YoY-3.7% QoQ
-2.2K 15,437
-2.9% YoY
37,842
+7.2% YoY
33,374
+5.7% YoY
49%
Assets $214.3M
-1.1% YoY+1.9% QoQ
$-17.6M $231.9M
+1.3% YoY
$688.6M
+9.4% YoY
$561.6M
+9.7% YoY
55%
Loans $153.0M
-5.4% YoY-4.1% QoQ
+$5.6M $147.3M
-0.1% YoY
$531.4M
+7.9% YoY
$397.0M
+8.8% YoY
62%
Deposits $173.1M
-1.2% YoY+1.8% QoQ
$-27.7M $200.8M
+0.8% YoY
$583.2M
+9.5% YoY
$477.3M
+9.7% YoY
51%

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Tier 1
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Performance signatures (strengths & concerns)
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ROA 0.0%
-97.9% YoY-106.7% QoQ
-0.7% 0.8%
+18.2% YoY
0.4%
-10.6% YoY
0.7%
+15.9% YoY
Bottom 6.7% in tier
NIM 4.2%
+11.0% YoY-0.9% QoQ
+0.6% 3.6%
+6.7% YoY
3.5%
+1.6% YoY
3.8%
+5.1% YoY
80%
Efficiency Ratio 80.2%
-3.1% YoY-2.9% QoQ
+3.2% 77.0%
-3.1% YoY
82.6%
+1.3% YoY
79.7%
-3.3% YoY
60%
Delinquency Rate 2.5%
+109.7% YoY+25.3% QoQ
+1.6 0.9%
+4.2% YoY
1.0%
+15.7% YoY
1.3%
-2.1% YoY
Top 4.1% in tier
Loan To Share 88.4%
-4.3% YoY-5.8% QoQ
+16.2% 72.2%
-1.1% YoY
72.0%
-2.4% YoY
67.4%
-1.7% YoY
82%
AMR $24,577
+6.8% YoY+2.7% QoQ
$-99 $24,676
+3.4% YoY
$23,202
+4.3% YoY
$19,687
+2.0% YoY
61%
CD Concentration 19.1%
-0.4% YoY-2.1% QoQ
-5.3% 24.4% 26.2% 19.8% 50%
Indirect Auto % 31.8%
-2.9% YoY-5.4% QoQ
+18.0% 13.8% 12.2% 7.8% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#339 of 513 • Top 66.0% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 6.83%
(Tier: 4.17%, National: 4.00%)
better than tier avg
513 of 1069 Mid-Small & Community CUs have this signature | 662 nationally
↑ Growing +180 CUs YoY | Rank worsening

Concerns (6)

Stagnation Risk

risk
#7 of 554 • Bottom 1.1% 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): -9.42%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): -5.43%
(Tier: 4.11%, National: 111.96%)
worse than tier avg
Delinquency Rate: 2.51%
(Tier: 0.89%, National: 1.28%)
worse than tier avg
554 of 1069 Mid-Small & Community CUs have this signature | 652 nationally
→ No prior data (554 CUs now) | New qualifier

Credit Quality Pressure

risk
#20 of 705 • Bottom 2.7% in tier

Delinquencies are rising year-over-year. Credit risk is building - they may need better underwriting tools.

Why This Signature
Delinquency Change (YoY): 1.31% points
(Tier: 0.03% points, National: 0.06% points)
worse than tier avg
705 of 1069 Mid-Small & Community CUs have this signature | 969 nationally
↓ Shrinking -150 CUs YoY | Rank improving

Membership Headwinds

decline
#44 of 554 • Bottom 7.8% in tier

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

Why This Signature
Member Growth (YoY): -9.42%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
554 of 1069 Mid-Small & Community CUs have this signature | 652 nationally
→ No prior data (554 CUs now) | New qualifier

Institutional Decline

decline
#42 of 240 • Bottom 17.2% in tier

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

Why This Signature
Total Assets: $214.29M
(Tier: $334.15M, National: $561.61M)
worse than tier avg
Member Growth (YoY): -9.42%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): -5.43%
(Tier: 4.11%, National: 111.96%)
worse than tier avg
240 of 1069 Mid-Small & Community CUs have this signature | 277 nationally
→ No prior data (240 CUs now) | New qualifier

Indirect Auto Dependency

risk
#286 of 506 • Bottom 56.4% in tier

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

Why This Signature
Asset Growth (YoY): -1.10%
(Tier: 5.37%, National: 3.54%)
worse than tier avg
Indirect Auto %: 31.79%
(Tier: 13.79%, National: 7.78%)
worse than tier avg
Member Growth (YoY): -9.42%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
506 of 1069 Mid-Small & Community CUs have this signature | 745 nationally
↓ Shrinking -35 CUs YoY | Rank worsening

Efficiency Drag

risk
#538 of 538 • Bottom 100.0% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 80.21%
(Tier: 76.88%, National: 79.67%)
worse than tier avg
ROA Change (YoY): -0.63% points
(Tier: 0.11% points, National: 0.02% points)
worse than tier avg
Member Growth (YoY): -9.42%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
538 of 1069 Mid-Small & Community CUs have this signature | 633 nationally
↓ Shrinking -98 CUs YoY | Rank worsening

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 1069 peers in tier

Top Strengths (3 metrics)

195
Loan-to-Share Ratio
balance_sheet
Value: 88.38%
Peer Median: -
#195 of 1069 Top 18.1% in 100M-500M tier
215
Net Interest Margin (NIM)
profitability
Value: 4.16%
Peer Median: -
#215 of 1069 Top 20.0% in 100M-500M tier
230
Net Worth Ratio
risk
Value: 14.07%
Peer Median: -
#230 of 1069 Top 21.4% in 100M-500M tier

Top Weaknesses (8 metrics)

1031
Member Growth Rate
growth
Value: -9.42%
Peer Median: -
#1031 of 1069 Bottom 3.6% in 100M-500M tier
1026
Total Delinquency Rate (60+ days)
risk
Value: 2.51%
Peer Median: -
#1026 of 1069 Bottom 4.1% in 100M-500M tier
997
Return on Assets (ROA)
profitability
Value: 0.01%
Peer Median: -
#997 of 1069 Bottom 6.8% in 100M-500M tier
961
Asset Growth Rate
growth
Value: -1.10%
Peer Median: -
#961 of 1069 Bottom 10.2% in 100M-500M tier
955
Loan Growth Rate
growth
Value: -5.43%
Peer Median: -
#955 of 1069 Bottom 10.8% in 100M-500M tier
950
Net Charge-Off Rate
risk
Value: 0.96%
Peer Median: -
#950 of 1069 Bottom 11.2% in 100M-500M tier
945
Deposit Growth Rate
growth
Value: -1.21%
Peer Median: -
#945 of 1069 Bottom 11.7% in 100M-500M tier
918
Indirect Auto Concentration (%)
balance_sheet
Value: 31.79%
Peer Median: -
#918 of 1069 Bottom 14.2% in 100M-500M tier
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