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SCHOOLSFIRST

Charter #24212 · CA

Titans 10B+
25 CUs in 10B+ nationally 4 in CA
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SCHOOLSFIRST has 7 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 32.0% in tier
  • + Organic Growth Engine: Top 32.0% in tier
  • + Relationship Depth Leader: Top 36.0% in tier
  • + Strong member growth: 5.7% YoY
  • + Total Assets: Top 8.0% in tier
  • + Total Deposits: Top 8.0% in tier
  • + Total Loans: Top 8.0% in tier

Key Concerns

Areas that may need attention

  • - Credit Risk Growth: Bottom 28.0% in tier
  • - Credit Quality Pressure: Bottom 40.0% in tier
  • - ROA 0.15% below tier average

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 25 credit unions with $10B+ in assets nationally, and 1 of 4 that size in California.
  • Shares and deposits +11.0% year over year ($32.0B in shares and deposits).
  • Membership: 1,579,561 members, +5.7% vs a year ago.
  • Delinquency rate 0.91%.
  • Return on assets 0.88%.
  • Efficiency ratio 55.22% vs a 61.57% peer average.
  • Loan-to-share ratio 72.00% vs a 87.50% 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 (CA) National Avg Tier Percentile
Members 1,579,561
+5.7% YoY+0.7% QoQ
-92.3K 1,671,910
-4.2% YoY
67,400
+7.3% YoY
34,678
+6.6% YoY
72%
Assets $37.2B
+9.2% YoY+1.3% QoQ
+$9.6B $27.7B
+0.2% YoY
$1.4B
+10.3% YoY
$593.1M
+10.2% YoY
Top 12.0% in tier
Loans $23.0B
+10.1% YoY+3.2% QoQ
+$3.0B $20.0B
-0.9% YoY
$958.9M
+10.2% YoY
$418.6M
+10.1% YoY
Top 12.0% in tier
Deposits $32.0B
+11.0% YoY+1.3% QoQ
+$8.5B $23.5B
+0.4% YoY
$1.2B
+11.1% YoY
$504.8M
+10.3% YoY
Top 12.0% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.9%
+50.2% YoY+12.6% QoQ
-0.1% 1.0%
+45.0% YoY
2.5%
+328.4% YoY
1.2%
+121.4% YoY
48%
NIM 2.9%
+7.6% YoY+1.4% QoQ
-0.4% 3.2%
+5.4% YoY
3.4%
+4.4% YoY
3.8%
+2.3% YoY
20%
Efficiency Ratio 55.2%
-6.2% YoY-2.0% QoQ
-6.3% 61.6%
-6.2% YoY
79.7%
-4.5% YoY
83.0%
-5.3% YoY
32%
Delinquency Rate 0.9%
+17.3% YoY+2.5% QoQ
-0.1 1.0%
-2.7% YoY
0.7%
-14.3% YoY
1.3%
+2.6% YoY
44%
Loan To Share 72.0%
-0.8% YoY+1.8% QoQ
-15.5% 87.5%
-3.0% YoY
69.0%
+0.5% YoY
66.4%
-1.4% YoY
Bottom 8.0% in tier
AMR $34,843
+4.7% YoY+1.4% QoQ
+$2K $32,850
+5.7% YoY
$29,171
+2.5% YoY
$20,028
-0.9% YoY
72%
CD Concentration 39.3%
+5.8% YoY+0.5% QoQ
+9.1% 30.2% 22.2% 20.0% 84%
Indirect Auto % 10.8%
-10.4% YoY-2.4% QoQ
-4.1% 15.0% 9.2% 7.7% 44%

Signature Analysis

Strengths (3)

Organic Growth Leader

growth
#1 of 9 • Top 32.0% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 5.67%
(Tier: 7.74%, National: 15.67%)
but worse than tier avg
Indirect Auto %: 10.83%
(Tier: 14.97%, National: 7.71%)
better than tier avg
9 of 25 Titans CUs have this signature | 485 nationally
→ Stable (13→9 CUs) -4 CUs YoY

Organic Growth Engine

growth
#4 of 11 • Top 32.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 5.67%
(Tier: 7.74%, National: 15.67%)
but worse than tier avg
Return on Assets: 0.88%
(Tier: 1.03%, National: 1.23%)
but worse than tier avg
Indirect Auto %: 10.83%
(Tier: 14.97%, National: 7.71%)
better than tier avg
11 of 25 Titans CUs have this signature | 490 nationally
↓ Shrinking -8 CUs YoY | Rank improving

Relationship Depth Leader

growth
#4 of 7 • Top 36.0% in tier

Top-tier average member relationship within peer group, with stable or growing engagement. Strong wallet share positioning.

Why This Signature
AMR Growth (YoY): 4.65%
(Tier: 4.49%, National: 35.20%)
better than tier avg
Share Draft per Member: $3.3K
(Tier: $3.0K, National: $2.1K)
better than tier avg
7 of 25 Titans CUs have this signature | 354 nationally
→ Stable (3→7 CUs) +4 CUs YoY | New qualifier

Concerns (2)

Credit Risk Growth

risk
#8 of 18 • Bottom 28.0% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

Why This Signature
Loan Growth (YoY): 10.08%
(Tier: 12.76%, National: 78.26%)
worse than tier avg
Delinquency Change (YoY): 0.13% points
(Tier: 0.08% points, National: 0.08% points)
worse than tier avg
18 of 25 Titans CUs have this signature | 688 nationally
→ Stable (14→18 CUs) +4 CUs YoY

Credit Quality Pressure

risk
#10 of 21 • Bottom 40.0% in tier

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

Why This Signature
Delinquency Change (YoY): 0.13% points
(Tier: 0.08% points, National: 0.08% points)
worse than tier avg
21 of 25 Titans CUs have this signature | 962 nationally
→ Stable (16→21 CUs) +5 CUs YoY

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 25 peers in tier

Top Strengths (8 metrics)

3
Total Assets
balance_sheet
Value: $37.23B
Peer Median: $19.38B
#3 of 25 Top 8.0% in 10B+ tier
3
Total Deposits
balance_sheet
Value: $32.00B
Peer Median: $15.58B
#3 of 25 Top 8.0% in 10B+ tier
3
Total Loans
balance_sheet
Value: $23.04B
Peer Median: $13.76B
#3 of 25 Top 8.0% in 10B+ tier
6
Members Per Employee (MPE)
engagement
Value: 528.635
Peer Median: 431.551
#6 of 25 Top 20.0% in 10B+ tier
7
Loan Growth Rate
growth
Value: 10.08%
Peer Median: 7.18%
#7 of 25 Top 24.0% in 10B+ tier
7
Deposit Growth Rate
growth
Value: 10.97%
Peer Median: 6.42%
#7 of 25 Top 24.0% in 10B+ tier
7
Total Members
engagement
Value: 1,579,561
Peer Median: 958,216
#7 of 25 Top 24.0% in 10B+ tier
7
Average Member Relationship (AMR)
engagement
Value: $34,843
Peer Median: $30,737
#7 of 25 Top 24.0% in 10B+ tier

Top Weaknesses (4 metrics)

23
Loan-to-Share Ratio
balance_sheet
Value: 72.00%
Peer Median: 88.75%
#23 of 25 Bottom 12.0% in 10B+ tier
22
Share Certificate Concentration (%)
balance_sheet
Value: 39.31%
Peer Median: 31.60%
#22 of 25 Bottom 16.0% in 10B+ tier
20
Net Interest Margin (NIM)
profitability
Value: 2.86%
Peer Median: 3.16%
#20 of 25 Bottom 24.0% in 10B+ tier
20
Net Worth Ratio
risk
Value: 9.51%
Peer Median: 10.72%
#20 of 25 Bottom 24.0% in 10B+ tier
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