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CAROLINAS TELCO

Charter #23494 · NC

Community 500M-750M
165 CUs in 500M-750M nationally 3 in NC
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CAROLINAS TELCO has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Worth Ratio: Top 6.7% in tier
  • + Share Certificate Concentration (%): Top 7.9% in tier

Key Concerns

Areas that may need attention

  • - Institutional Decline: Bottom 21.0% in tier
  • - Stagnation Risk: Bottom 80.1% in tier
  • - Membership Headwinds: Bottom 80.1% in tier
  • - ROA 0.30% below tier average
  • - Efficiency ratio 2.76% above tier (higher cost structure)
  • - Delinquency rate 0.10% above tier average
  • - Member decline: -2.7% YoY
  • - Total Assets: Bottom 3.6% 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 3 that size in North Carolina.
  • Shares and deposits +0.9% year over year ($425M in shares and deposits).
  • Membership: 31,584 members, -2.7% vs a year ago.
  • Delinquency rate 0.91%.
  • Return on assets 0.52%.
  • Efficiency ratio 79.32% vs a 76.56% peer average.
  • Loan-to-share ratio 69.51% 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 (NC) National Avg Tier Percentile
Members 31,584
-2.7% YoY+0.1% QoQ
-6.3K 37,897
-5.0% YoY
91,933
+2.2% YoY
34,678
+6.6% YoY
27%
Assets $506.3M
+0.2% YoY-1.6% QoQ
$-116.1M $622.4M
+0.6% YoY
$1.6B
+7.2% YoY
$593.1M
+10.2% YoY
Bottom 3.0% in tier
Loans $295.6M
-3.2% YoY+1.7% QoQ
$-132.9M $428.5M
-0.7% YoY
$1.1B
+5.6% YoY
$418.6M
+10.1% YoY
Bottom 8.5% in tier
Deposits $425.2M
+0.9% YoY-1.2% QoQ
$-114.5M $539.8M
+0.9% YoY
$1.4B
+7.1% YoY
$504.8M
+10.3% YoY
Bottom 4.2% in tier

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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 0.5%
+28.2% YoY+26.9% QoQ
-0.3% 0.8%
+39.5% YoY
0.9%
+189.6% YoY
1.2%
+121.4% YoY
32%
NIM 3.4%
+5.8% YoY+5.8% QoQ
-0.2% 3.5%
+5.0% YoY
4.0%
+0.2% YoY
3.8%
+2.3% YoY
38%
Efficiency Ratio 79.3%
+0.8% YoY-2.9% QoQ
+2.8% 76.6%
-3.6% YoY
83.1%
+0.7% YoY
83.0%
-5.3% YoY
63%
Delinquency Rate 0.9%
-9.4% YoY+16.9% QoQ
+0.1 0.8%
+3.1% YoY
1.5%
+12.0% YoY
1.3%
+2.6% YoY
64%
Loan To Share 69.5%
-4.0% YoY+2.9% QoQ
-9.8% 79.3%
-1.4% YoY
74.9%
+0.0% YoY
66.4%
-1.4% YoY
21%
AMR $22,821
+2.0% YoY-0.1% QoQ
$-4K $27,294
+4.1% YoY
$17,976
+4.0% YoY
$20,028
-0.9% YoY
30%
CD Concentration 16.2%
+21.7% YoY+3.7% QoQ
-8.4% 24.6% 21.4% 20.0% 21%
Indirect Auto % 0.0% -13.6% 13.6% 4.6% 7.7% Top 0.1% in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (3)

Stagnation Risk

risk
#142 of 549 • Bottom 80.1% 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): -2.73%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -3.16%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.91%
(Tier: 0.87%, National: 1.26%)
worse than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | New qualifier

Institutional Decline

decline
#89 of 230 • Bottom 21.0% in tier

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

Why This Signature
Total Assets: $506.32M
(Tier: $336.17M, National: $593.11M)
but better than tier avg
Member Growth (YoY): -2.73%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -3.16%
(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
#257 of 549 • Bottom 80.1% in tier

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

Why This Signature
Member Growth (YoY): -2.73%
(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 (3 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 9.93%
#1 of 165 Top 0.1% in 500M-750M tier
12
Net Worth Ratio
risk
Value: 15.06%
Peer Median: 10.42%
#12 of 165 Top 6.7% in 500M-750M tier
14
Share Certificate Concentration (%)
balance_sheet
Value: 16.18%
Peer Median: 26.69%
#14 of 165 Top 7.9% in 500M-750M tier

Top Weaknesses (10 metrics)

160
Total Assets
balance_sheet
Value: $506.32M
Peer Median: $621.76M
#160 of 165 Bottom 3.6% in 500M-750M tier
158
Total Deposits
balance_sheet
Value: $425.23M
Peer Median: $542.48M
#158 of 165 Bottom 4.8% in 500M-750M tier
151
Total Loans
balance_sheet
Value: $295.56M
Peer Median: $428.72M
#151 of 165 Bottom 9.1% in 500M-750M tier
143
Loan Growth Rate
growth
Value: -3.16%
Peer Median: 4.82%
#143 of 165 Bottom 13.9% in 500M-750M tier
142
First Mortgage Concentration (%)
balance_sheet
Value: 49.26%
Peer Median: 34.05%
#142 of 165 Bottom 14.5% in 500M-750M tier
137
Asset Growth Rate
growth
Value: 0.17%
Peer Median: 4.61%
#137 of 165 Bottom 17.6% in 500M-750M tier
133
Member Growth Rate
growth
Value: -2.73%
Peer Median: 0.59%
#133 of 165 Bottom 20.0% in 500M-750M tier
133
Deposit Growth Rate
growth
Value: 0.88%
Peer Median: 4.04%
#133 of 165 Bottom 20.0% in 500M-750M tier
130
Loan-to-Share Ratio
balance_sheet
Value: 69.51%
Peer Median: 81.50%
#130 of 165 Bottom 21.8% in 500M-750M tier
126
Loan-to-Member Ratio (LMR)
engagement
Value: $9,358
Peer Median: $11,477
#126 of 165 Bottom 24.2% in 500M-750M tier
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