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PITTSFORD

Charter #19085 · NY

Community 500M-750M
165 CUs in 500M-750M nationally 6 in NY
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PITTSFORD has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Charge-Off Rate: Top 0.6% in tier
  • + Average Member Relationship (AMR): Top 6.7% in tier

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 13.1% in tier
  • - Institutional Decline: Bottom 18.8% in tier
  • - Stagnation Risk: Bottom 64.2% in tier
  • - Membership Headwinds: Bottom 64.2% in tier
  • - Flatlined Growth: Bottom 77.7% in tier
  • - Fee Income Per Member: Bottom 0.6% in tier
  • - First Mortgage Concentration (%): Bottom 2.4% in tier
  • - Total Members: Bottom 4.8% 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 165 credit unions with $500M-$750M in assets nationally, and 1 of 6 that size in New York.
  • Shares and deposits +0.3% year over year ($476M in shares and deposits).
  • Membership: 20,966 members, -1.0% vs a year ago.
  • Delinquency rate 0.55%.
  • Return on assets 0.77%.
  • Efficiency ratio 74.35% vs a 76.56% peer average.
  • Loan-to-share ratio 74.71% vs a 79.33% 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 (NY) National Avg Tier Percentile
Members 20,966
-1.0% YoY-1.0% QoQ
-16.9K 37,897
-5.0% YoY
27,051
+5.9% YoY
34,678
+6.6% YoY
Bottom 4.2% in tier
Assets $542.3M
+0.8% YoY-0.4% QoQ
$-80.1M $622.4M
+0.6% YoY
$505.5M
+8.1% YoY
$593.1M
+10.2% YoY
20%
Loans $355.6M
-1.5% YoY+1.0% QoQ
$-72.9M $428.5M
-0.7% YoY
$338.7M
+9.1% YoY
$418.6M
+10.1% YoY
21%
Deposits $476.0M
+0.3% YoY-0.8% QoQ
$-63.8M $539.8M
+0.9% YoY
$431.4M
+8.2% YoY
$504.8M
+10.3% YoY
21%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.8%
+25.0% YoY+24.7% QoQ
+0.0% 0.8%
+39.5% YoY
1.2%
+60.1% YoY
1.2%
+121.4% YoY
53%
NIM 2.7%
+7.5% YoY+3.5% QoQ
-0.8% 3.5%
+5.0% YoY
3.6%
-0.3% YoY
3.8%
+2.3% YoY
Bottom 5.5% in tier
Efficiency Ratio 74.4%
-10.6% YoY-5.2% QoQ
-2.2% 76.6%
-3.6% YoY
80.5%
+0.8% YoY
83.0%
-5.3% YoY
34%
Delinquency Rate 0.6%
+371.6% YoY+346.4% QoQ
-0.3 0.8%
+3.1% YoY
1.7%
-18.0% YoY
1.3%
+2.6% YoY
36%
Loan To Share 74.7%
-1.8% YoY+1.8% QoQ
-4.6% 79.3%
-1.4% YoY
59.8%
-1.2% YoY
66.4%
-1.4% YoY
32%
AMR $39,662
+0.5% YoY+1.0% QoQ
+$12K $27,294
+4.1% YoY
$19,620
+2.7% YoY
$20,028
-0.9% YoY
Top 7.3% in tier
CD Concentration 31.7%
-5.2% YoY-4.5% QoQ
+7.1% 24.6% 16.4% 20.0% 75%
Indirect Auto % 0.0% -13.6% 13.6% 2.7% 7.7% Top 0.1% in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (5)

Credit Quality Pressure

risk
#169 of 693 • Bottom 13.1% in tier

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

Why This Signature
Delinquency Change (YoY): 0.44% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
962 nationally
↓ Shrinking -83 CUs YoY | New qualifier

Flatlined Growth

risk
#11 of 42 • Bottom 77.7% in tier

Asset growth stalled (-2% to +2%) despite healthy profitability (>0.25% ROA). Suggests untapped opportunity or strategic drift worth investigating.

Why This Signature
Asset Growth (YoY): 0.84%
(Tier: 4.62%, National: 3.30%)
worse than tier avg
Return on Assets: 0.77%
(Tier: 0.85%, National: 1.23%)
worse than tier avg
42 of 276 Community CUs have this signature | 57 nationally
→ Stable (46→42 CUs) -4 CUs YoY | Rank improving

Stagnation Risk

risk
#394 of 549 • Bottom 64.2% 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): -0.97%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -1.45%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.55%
(Tier: 0.87%, National: 1.26%)
but better than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | New qualifier

Institutional Decline

decline
#184 of 230 • Bottom 18.8% in tier

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

Why This Signature
Total Assets: $542.29M
(Tier: $336.17M, National: $593.11M)
but better than tier avg
Member Growth (YoY): -0.97%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -1.45%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
230 of 276 Community CUs have this signature | 261 nationally
↓ Shrinking -49 CUs YoY | New qualifier

Membership Headwinds

decline
#463 of 549 • Bottom 64.2% in tier

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

Why This Signature
Member Growth (YoY): -0.97%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | New qualifier

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 165 peers in tier

Top Strengths (4 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 9.93%
#1 of 165 Top 0.1% in 500M-750M tier
2
Net Charge-Off Rate
risk
Value: 0.01%
Peer Median: 0.41%
#2 of 165 Top 0.6% in 500M-750M tier
12
Average Member Relationship (AMR)
engagement
Value: $39,662
Peer Median: $25,725
#12 of 165 Top 6.7% in 500M-750M tier
18
Loan-to-Member Ratio (LMR)
engagement
Value: $16,961
Peer Median: $11,477
#18 of 165 Top 10.3% in 500M-750M tier

Top Weaknesses (11 metrics)

165
Fee Income Per Member
profitability
Value: $67.27
Peer Median: $191.53
#165 of 165 Bottom 0.6% in 500M-750M tier
162
First Mortgage Concentration (%)
balance_sheet
Value: 68.43%
Peer Median: 34.05%
#162 of 165 Bottom 2.4% in 500M-750M tier
158
Total Members
engagement
Value: 20,966
Peer Median: 36,716
#158 of 165 Bottom 4.8% in 500M-750M tier
156
Net Interest Margin (NIM)
profitability
Value: 2.71%
Peer Median: 3.55%
#156 of 165 Bottom 6.1% in 500M-750M tier
138
Deposit Growth Rate
growth
Value: 0.33%
Peer Median: 4.04%
#138 of 165 Bottom 17.0% in 500M-750M tier
135
Loan Growth Rate
growth
Value: -1.45%
Peer Median: 4.82%
#135 of 165 Bottom 18.8% in 500M-750M tier
132
AMR Growth Rate
growth
Value: 0.54%
Peer Median: 3.83%
#132 of 165 Bottom 20.6% in 500M-750M tier
132
Total Assets
balance_sheet
Value: $542.29M
Peer Median: $621.76M
#132 of 165 Bottom 20.6% in 500M-750M tier
131
Total Deposits
balance_sheet
Value: $475.96M
Peer Median: $542.48M
#131 of 165 Bottom 21.2% in 500M-750M tier
131
Total Loans
balance_sheet
Value: $355.60M
Peer Median: $428.72M
#131 of 165 Bottom 21.2% in 500M-750M tier
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