BlastPoint's Credit Union Scorecard

AVENIR FINANCIAL

Charter #4915 · AZ

1069 CUs in 100M-500M nationally 8 in AZ

AVENIR FINANCIAL has 6 strengths but faces 9 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 13.7% in tier
  • + Loan-to-Share Ratio: Top 4.3% in tier
  • + Total Members: Top 4.8% in tier
  • + Loan Growth Rate: Top 4.9% in tier
  • + AMR Growth Rate: Top 4.9% in tier
  • + Total Loans: Top 8.4% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 9.7% in tier
  • - Membership Headwinds: Bottom 55.0% in tier
  • - Efficiency Drag: Bottom 56.6% in tier
  • - Stagnation Risk: Bottom 69.8% in tier
  • - ROA 1.54% below tier average
  • - Efficiency ratio 11.93% above tier (higher cost structure)
  • - Delinquency rate 0.58% above tier average
  • - Member decline: -2.4% YoY
  • - Net Charge-Off Rate: Bottom 1.9% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (AZ) National Avg Tier Percentile
Members 32,998
-2.4% YoY-3.8% QoQ
+17.6K 15,437
-2.9% YoY
61,128
+6.4% YoY
33,374
+5.7% YoY
Top 4.9% in tier
Assets $393.6M
+7.6% YoY+0.9% QoQ
+$161.7M $231.9M
+1.3% YoY
$1.0B
+13.9% YoY
$561.6M
+9.7% YoY
Top 12.0% in tier
Loans $283.7M
+17.4% YoY+3.1% QoQ
+$136.3M $147.3M
-0.1% YoY
$668.7M
+14.2% YoY
$397.0M
+8.8% YoY
Top 8.5% in tier
Deposits $291.0M
+5.1% YoY+1.4% QoQ
+$90.2M $200.8M
+0.8% YoY
$919.7M
+13.3% YoY
$477.3M
+9.7% YoY
80%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA -0.8%
-490.2% YoY-491.3% QoQ
-1.5% 0.8%
+18.2% YoY
0.7%
+37.2% YoY
0.7%
+15.9% YoY
Bottom 2.0% in tier
NIM 3.5%
-2.2% YoY+0.5% QoQ
-0.1% 3.6%
+6.7% YoY
4.0%
+4.9% YoY
3.8%
+5.1% YoY
44%
Efficiency Ratio 88.9%
+10.6% YoY+4.6% QoQ
+11.9% 77.0%
-3.1% YoY
75.5%
-2.7% YoY
79.7%
-3.3% YoY
Top 11.7% in tier
Delinquency Rate 1.5%
-22.6% YoY-15.3% QoQ
+0.6 0.9%
+4.2% YoY
1.0%
+13.7% YoY
1.3%
-2.1% YoY
Top 14.3% in tier
Loan To Share 97.5%
+11.7% YoY+1.7% QoQ
+25.2% 72.2%
-1.1% YoY
70.1%
-3.4% YoY
67.4%
-1.7% YoY
Top 4.4% in tier
AMR $17,417
+13.6% YoY+6.3% QoQ
$-7K $24,676
+3.4% YoY
$19,516
+4.9% YoY
$19,687
+2.0% YoY
18%
CD Concentration 27.5%
+6.7% YoY+2.8% QoQ
+3.1% 24.4% 17.2% 19.8% 50%
Indirect Auto % 8.7%
-26.4% YoY-11.2% QoQ
-5.1% 13.8% 22.5% 7.8% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#71 of 513 • Top 13.7% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 13.58%
(Tier: 4.17%, National: 4.00%)
better than tier avg
513 of 1069 Mid-Small & Community CUs have this signature | 662 nationally
↑ Growing +180 CUs YoY | New qualifier

Concerns (4)

Liquidity Strain

risk
#23 of 228 • Bottom 9.7% in tier

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

Why This Signature
Loan-to-Share Ratio: 97.47%
(Tier: 74.08%, National: 67.44%)
but better than tier avg
Loan Growth (YoY): 17.40%
(Tier: 4.11%, National: 111.96%)
but better than tier avg
228 of 1069 Mid-Small & Community CUs have this signature | 439 nationally
↓ Shrinking -37 CUs YoY | New qualifier

Membership Headwinds

decline
#305 of 554 • Bottom 55.0% in tier

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

Why This Signature
Member Growth (YoY): -2.40%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
554 of 1069 Mid-Small & Community CUs have this signature | 652 nationally
→ No prior data (554 CUs now) | New qualifier

Efficiency Drag

risk
#305 of 538 • Bottom 56.6% in tier

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

Why This Signature
Efficiency Ratio: 88.95%
(Tier: 76.88%, National: 79.67%)
worse than tier avg
ROA Change (YoY): -0.98% points
(Tier: 0.11% points, National: 0.02% points)
worse than tier avg
Member Growth (YoY): -2.40%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
538 of 1069 Mid-Small & Community CUs have this signature | 633 nationally
↓ Shrinking -98 CUs YoY | Rank improving

Stagnation Risk

risk
#387 of 554 • Bottom 69.8% 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): -2.40%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): 17.40%
(Tier: 4.11%, National: 111.96%)
but better than tier avg
Delinquency Rate: 1.48%
(Tier: 0.89%, National: 1.28%)
worse than tier avg
554 of 1069 Mid-Small & Community CUs have this signature | 652 nationally
→ No prior data (554 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 1069 peers in tier

Top Strengths (10 metrics)

47
Loan-to-Share Ratio
balance_sheet
Value: 97.47%
Peer Median: -
#47 of 1069 Top 4.3% in 100M-500M tier
52
Total Members
engagement
Value: 32,998
Peer Median: -
#52 of 1069 Top 4.8% in 100M-500M tier
53
Loan Growth Rate
growth
Value: 17.40%
Peer Median: -
#53 of 1069 Top 4.9% in 100M-500M tier
53
AMR Growth Rate
growth
Value: 13.58%
Peer Median: -
#53 of 1069 Top 4.9% in 100M-500M tier
91
Total Loans
balance_sheet
Value: $283.68M
Peer Median: -
#91 of 1069 Top 8.4% in 100M-500M tier
128
Total Assets
balance_sheet
Value: $393.58M
Peer Median: -
#128 of 1069 Top 11.9% in 100M-500M tier
158
First Mortgage Concentration (%)
balance_sheet
Value: 11.86%
Peer Median: -
#158 of 1069 Top 14.7% in 100M-500M tier
185
Net Worth Ratio
risk
Value: 14.57%
Peer Median: -
#185 of 1069 Top 17.2% in 100M-500M tier
219
Total Deposits
balance_sheet
Value: $291.04M
Peer Median: -
#219 of 1069 Top 20.4% in 100M-500M tier
248
Fee Income Per Member
profitability
Value: $220.60
Peer Median: -
#248 of 1069 Top 23.1% in 100M-500M tier

Top Weaknesses (6 metrics)

1050
Net Charge-Off Rate
risk
Value: 1.93%
Peer Median: -
#1050 of 1069 Bottom 1.9% in 100M-500M tier
1048
Return on Assets (ROA)
profitability
Value: -0.78%
Peer Median: -
#1048 of 1069 Bottom 2.1% in 100M-500M tier
945
Efficiency Ratio
profitability
Value: 88.95%
Peer Median: -
#945 of 1069 Bottom 11.7% in 100M-500M tier
917
Total Delinquency Rate (60+ days)
risk
Value: 1.48%
Peer Median: -
#917 of 1069 Bottom 14.3% in 100M-500M tier
875
Average Member Relationship (AMR)
engagement
Value: $17,417
Peer Median: -
#875 of 1069 Bottom 18.2% in 100M-500M tier
819
Member Growth Rate
growth
Value: -2.40%
Peer Median: -
#819 of 1069 Bottom 23.5% in 100M-500M tier
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