BlastPoint's Credit Union Scorecard

CHEVRON

Charter #24326 · CA

Large 5B-7B
37 CUs in 5B-7B nationally 6 in CA
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CHEVRON has 6 strengths but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 42.2% in tier
  • + Organic Growth Leader: Top 70.3% in tier
  • + Organic Growth Engine: Top 70.3% in tier
  • + Emerging Performer: Top 74.2% in tier
  • + Average Member Relationship (AMR): Top 2.7% in tier
  • + Loan-to-Member Ratio (LMR): Top 2.7% in tier

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 43.8% in tier
  • - Credit Risk Growth: Bottom 75.0% in tier
  • - ROA 0.31% below tier average
  • - Efficiency ratio 2.52% above tier (higher cost structure)
  • - First Mortgage Concentration (%): Bottom 2.7% in tier
  • - Net Interest Margin (NIM): Bottom 5.4% in tier
  • - Total Members: Bottom 5.4% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (CA) National Avg Tier Percentile
Members 140,127
+1.6% YoY+0.6% QoQ
-167.7K 307,793
+7.6% YoY
57,202
-0.9% YoY
33,913
+5.7% YoY
Bottom 2.7% in tier
Assets $5.4B
+6.8% YoY+6.6% QoQ
$-330.0M $5.8B
-0.2% YoY
$1.2B
+0.4% YoY
$578.3M
+9.0% YoY
38%
Loans $4.1B
+2.2% YoY-0.5% QoQ
$-97.2M $4.2B
+0.4% YoY
$813.8M
+0.1% YoY
$402.4M
+8.7% YoY
38%
Deposits $4.8B
+7.7% YoY+7.5% QoQ
$-124.8M $4.9B
+0.2% YoY
$1.0B
+1.2% YoY
$494.3M
+9.1% YoY
51%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.5%
-165.8% YoY-255.9% QoQ
-0.3% 0.9%
+47.0% YoY
2.1%
+290.7% YoY
0.4%
-39.2% YoY
27%
NIM 1.6%
+35.6% YoY+14.9% QoQ
-1.6% 3.2%
+9.8% YoY
5.0%
+56.5% YoY
3.8%
+4.1% YoY
Bottom 2.7% in tier
Efficiency Ratio 69.1%
-66.3% YoY-37.8% QoQ
+2.5% 66.6%
-11.0% YoY
81.3%
-2.7% YoY
84.6%
+2.8% YoY
57%
Delinquency Rate 0.4%
+10.1% YoY+1.2% QoQ
-0.3 0.7%
+23.3% YoY
0.6%
-45.1% YoY
1.2%
+3.4% YoY
19%
Loan To Share 85.1%
-5.2% YoY-7.4% QoQ
+0.3% 84.7%
-0.7% YoY
67.3%
-0.6% YoY
65.6%
-1.4% YoY
30%
AMR $63,004
+3.5% YoY+3.0% QoQ
+$31K $32,237
-7.3% YoY
$28,733
+1.2% YoY
$19,920
+1.6% YoY
Top 5.4% in tier
CD Concentration 36.7%
+0.5% YoY+0.8% QoQ
+8.1% 28.6% 21.6% 19.8% 82%
Indirect Auto % 0.1%
+20.5% QoQ
-16.2% 16.4% 9.0% 7.7% Top 12.1% in tier

Signature Analysis

Strengths (4)

Relationship Depth Leader

growth
#11 of 16 • Top 42.2% 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): 3.47%
(Tier: 4.10%, National: 6.36%)
but worse than tier avg
Share Draft per Member: $3.0K
(Tier: $3.4K, National: $2.1K)
but worse than tier avg
16 of 66 Large CUs have this signature | 342 nationally
→ Stable (11→16 CUs) +5 CUs YoY | New qualifier

Organic Growth Leader

growth
#19 of 22 • Top 70.3% in tier

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

Why This Signature
Member Growth (YoY): 1.56%
(Tier: 4.32%, National: 10.19%)
but worse than tier avg
Indirect Auto %: 0.13%
(Tier: 16.37%, National: 7.73%)
better than tier avg
22 of 66 Large CUs have this signature | 518 nationally
→ No prior data (22 CUs now) | New qualifier

Organic Growth Engine

growth
#21 of 22 • Top 70.3% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 1.56%
(Tier: 4.32%, National: 10.19%)
but worse than tier avg
Return on Assets: 0.55%
(Tier: 0.90%, National: 0.39%)
but worse than tier avg
Indirect Auto %: 0.13%
(Tier: 16.37%, National: 7.73%)
better than tier avg
22 of 66 Large CUs have this signature | 499 nationally
→ No prior data (22 CUs now) | New qualifier

Emerging Performer

growth
#18 of 18 • Top 74.2% in tier

Smaller CU (bottom 50% by assets in tier) with strong profitability (ROA > 0.5%) AND growth (members >= 1%). Emerging leaders worth watching.

Why This Signature
Return on Assets: 0.55%
(Tier: 0.90%, National: 0.39%)
but worse than tier avg
Member Growth (YoY): 1.56%
(Tier: 4.32%, National: 10.19%)
but worse than tier avg
18 of 66 Large CUs have this signature | 260 nationally
→ No prior data (18 CUs now) | New qualifier

Concerns (2)

Credit Quality Pressure

risk
#28 of 42 • Bottom 43.8% in tier

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

Why This Signature
Delinquency Change (YoY): 0.03% points
(Tier: 0.06% points, National: 0.12% points)
but better than tier avg
42 of 66 Large CUs have this signature | 1013 nationally
→ Stable (39→42 CUs) +3 CUs YoY | Rank improving

Credit Risk Growth

risk
#30 of 35 • Bottom 75.0% in tier

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

Why This Signature
Loan Growth (YoY): 2.15%
(Tier: 7.53%, National: 1.74%)
worse than tier avg
Delinquency Change (YoY): 0.03% points
(Tier: 0.06% points, National: 0.12% points)
but better than tier avg
35 of 66 Large CUs have this signature | 710 nationally
→ No prior data (35 CUs now) | 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 37 peers in tier

Top Strengths (5 metrics)

2
Average Member Relationship (AMR)
engagement
Value: $63,004
Peer Median: $29,948
#2 of 37 Top 2.7% in 5B-7B tier
2
Loan-to-Member Ratio (LMR)
engagement
Value: $28,957
Peer Median: $13,954
#2 of 37 Top 2.7% in 5B-7B tier
5
Net Charge-Off Rate
risk
Value: 0.22%
Peer Median: 0.58%
#5 of 37 Top 10.8% in 5B-7B tier
5
Indirect Auto Concentration (%)
balance_sheet
Value: 0.13%
Peer Median: 16.71%
#5 of 37 Top 10.8% in 5B-7B tier
8
Total Delinquency Rate (60+ days)
risk
Value: 0.37%
Peer Median: 0.65%
#8 of 37 Top 18.9% in 5B-7B tier

Top Weaknesses (5 metrics)

37
First Mortgage Concentration (%)
balance_sheet
Value: 78.04%
Peer Median: 35.35%
#37 of 37 Bottom 2.7% in 5B-7B tier
36
Net Interest Margin (NIM)
profitability
Value: 1.59%
Peer Median: 3.16%
#36 of 37 Bottom 5.4% in 5B-7B tier
36
Total Members
engagement
Value: 140,127
Peer Median: 298,815
#36 of 37 Bottom 5.4% in 5B-7B tier
29
Loan Growth Rate
growth
Value: 2.15%
Peer Median: 4.82%
#29 of 37 Bottom 24.3% in 5B-7B tier
29
Share Certificate Concentration (%)
balance_sheet
Value: 36.74%
Peer Median: 29.06%
#29 of 37 Bottom 24.3% in 5B-7B tier
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