BlastPoint's Credit Union Scorecard

CHEVRON

Charter #24326 · CA

Large 5B-7B
35 CUs in 5B-7B nationally 5 in CA
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CHEVRON has 4 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 78.6% in tier
  • + Organic Growth Leader: Top 89.3% in tier
  • + Loan-to-Member Ratio (LMR): Top 2.9% in tier
  • + Average Member Relationship (AMR): Top 5.7% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 33.3% in tier
  • - Liquidity Strain: Bottom 96.9% in tier
  • - ROA 1.17% below tier average
  • - Efficiency ratio 43.85% above tier (higher cost structure)
  • - Fee Income Per Member: Bottom 2.9% in tier
  • - Net Interest Margin (NIM): Bottom 5.7% in tier
  • - First Mortgage Concentration (%): Bottom 5.7% in tier
  • - Total Members: Bottom 8.6% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (CA) National Avg Tier Percentile
Members 139,239
+1.1% YoY+0.0% QoQ
-153.1K 292,342
-2.4% YoY
60,320
+5.7% YoY
33,374
+5.7% YoY
Bottom 5.7% in tier
Assets $5.1B
+4.0% YoY+1.2% QoQ
$-643.5M $5.7B
-0.2% YoY
$1.3B
+6.2% YoY
$561.6M
+9.7% YoY
Bottom 14.3% in tier
Loans $4.1B
+1.9% YoY+0.9% QoQ
$-88.3M $4.2B
-1.6% YoY
$856.7M
+6.3% YoY
$397.0M
+8.8% YoY
37%
Deposits $4.4B
+4.9% YoY+1.8% QoQ
$-409.4M $4.8B
+0.4% YoY
$1.1B
+7.1% YoY
$477.3M
+9.7% YoY
17%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA -0.4%
-153.3% YoY-23.5% QoQ
-1.2% 0.8%
+27.9% YoY
0.5%
+14.3% YoY
0.7%
+15.9% YoY
Bottom 0.0% in tier
NIM 1.4%
+48.1% YoY+4.0% QoQ
-1.7% 3.0%
+8.0% YoY
3.3%
+7.0% YoY
3.8%
+5.1% YoY
Bottom 2.9% in tier
Efficiency Ratio 111.1%
+60.8% YoY-11.0% QoQ
+43.8% 67.3%
-3.7% YoY
80.7%
-1.8% YoY
79.7%
-3.3% YoY
Top 2.9% in tier
Delinquency Rate 0.4%
-12.6% YoY-2.5% QoQ
-0.4 0.8%
+17.5% YoY
0.7%
-40.0% YoY
1.3%
-2.1% YoY
Bottom 14.3% in tier
Loan To Share 91.9%
-2.8% YoY-0.9% QoQ
+6.0% 85.9%
-2.6% YoY
68.6%
-1.3% YoY
67.4%
-1.7% YoY
49%
AMR $61,153
+2.4% YoY+1.3% QoQ
+$27K $34,289
+3.5% YoY
$28,728
+2.4% YoY
$19,687
+2.0% YoY
Top 8.6% in tier
CD Concentration 36.4%
-6.4% YoY+0.2% QoQ
+7.3% 29.1% 21.7% 19.8% 75%
Indirect Auto % 0.1%
+157.9% YoY+10.9% QoQ
-17.0% 17.1% 9.2% 7.8% Bottom 11.9% in tier

Signature Analysis

Strengths (2)

Relationship Depth Leader

growth
#12 of 15 • Top 78.6% 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): 2.37%
(Tier: 3.92%, National: 4.00%)
but worse than tier avg
Share Draft per Member: $2.7K
(Tier: $3.3K, National: $2.0K)
but worse than tier avg
15 of 68 Large CUs have this signature | 351 nationally
↑ Growing +6 CUs YoY | New qualifier

Organic Growth Leader

growth
#26 of 29 • Top 89.3% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<20%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 1.06%
(Tier: 4.35%, National: 4.32%)
but worse than tier avg
Indirect Auto %: 0.10%
(Tier: 17.09%, National: 7.78%)
better than tier avg
29 of 68 Large CUs have this signature | 609 nationally
→ No prior data (29 CUs now) | New qualifier

Concerns (2)

Efficiency Drag

risk
#2 of 4 • Bottom 33.3% in tier

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

Why This Signature
Efficiency Ratio: 111.13%
(Tier: 65.89%, National: 79.67%)
worse than tier avg
ROA Change (YoY): -1.01% points
(Tier: 0.17% points, National: 0.02% points)
worse than tier avg
Member Growth (YoY): 1.06%
(Tier: 4.35%, National: 4.32%)
worse than tier avg
4 of 68 Large CUs have this signature | 633 nationally
→ Stable (8→4 CUs) -4 CUs YoY | New qualifier

Liquidity Strain

risk
#32 of 33 • Bottom 96.9% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 91.86%
(Tier: 84.88%, National: 67.44%)
but better than tier avg
Loan Growth (YoY): 1.94%
(Tier: 6.96%, National: 111.96%)
worse than tier avg
33 of 68 Large CUs have this signature | 439 nationally
↑ Growing +6 CUs YoY | Rank improving

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 35 peers in tier

Top Strengths (6 metrics)

2
Loan-to-Member Ratio (LMR)
engagement
Value: $29,280
Peer Median: -
#2 of 35 Top 2.9% in 5B-7B tier
3
Average Member Relationship (AMR)
engagement
Value: $61,153
Peer Median: -
#3 of 35 Top 5.7% in 5B-7B tier
6
Total Delinquency Rate (60+ days)
risk
Value: 0.36%
Peer Median: -
#6 of 35 Top 14.3% in 5B-7B tier
6
Net Charge-Off Rate
risk
Value: 0.23%
Peer Median: -
#6 of 35 Top 14.3% in 5B-7B tier
6
Indirect Auto Concentration (%)
balance_sheet
Value: 0.10%
Peer Median: -
#6 of 35 Top 14.3% in 5B-7B tier
9
Net Worth Ratio
risk
Value: 12.16%
Peer Median: -
#9 of 35 Top 22.9% in 5B-7B tier

Top Weaknesses (9 metrics)

35
Return on Assets (ROA)
profitability
Value: -0.35%
Peer Median: -
#35 of 35 Bottom 2.9% in 5B-7B tier
35
Efficiency Ratio
profitability
Value: 111.13%
Peer Median: -
#35 of 35 Bottom 2.9% in 5B-7B tier
35
Fee Income Per Member
profitability
Value: $3.77
Peer Median: -
#35 of 35 Bottom 2.9% in 5B-7B tier
34
Net Interest Margin (NIM)
profitability
Value: 1.39%
Peer Median: -
#34 of 35 Bottom 5.7% in 5B-7B tier
34
First Mortgage Concentration (%)
balance_sheet
Value: 77.52%
Peer Median: -
#34 of 35 Bottom 5.7% in 5B-7B tier
33
Total Members
engagement
Value: 139,239
Peer Median: -
#33 of 35 Bottom 8.6% in 5B-7B tier
30
Total Assets
balance_sheet
Value: $5.10B
Peer Median: -
#30 of 35 Bottom 17.1% in 5B-7B tier
29
Total Deposits
balance_sheet
Value: $4.44B
Peer Median: -
#29 of 35 Bottom 20.0% in 5B-7B tier
28
Loan Growth Rate
growth
Value: 1.94%
Peer Median: -
#28 of 35 Bottom 22.9% in 5B-7B tier
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