BlastPoint's Credit Union Scorecard

AVENIR FINANCIAL

Charter #4915 · AZ

100M-500M
1070 CUs in 100M-500M nationally 8 in AZ

AVENIR FINANCIAL has 6 strengths but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 50.0% in tier
  • + Total Members: Top 4.2% in tier
  • + Loan-to-Share Ratio: Top 4.9% in tier
  • + AMR Growth Rate: Top 5.1% in tier
  • + Loan Growth Rate: Top 5.2% in tier
  • + Total Loans: Top 7.0% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 50.0% in tier
  • - Membership Headwinds: Bottom 50.0% in tier
  • - Efficiency Drag: Bottom 50.0% in tier
  • - Stagnation Risk: Bottom 50.0% in tier
  • - ROA 0.18% below tier average
  • - Efficiency ratio 6.09% above tier (higher cost structure)
  • - Member decline: -2.2% YoY

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (AZ) National Avg Tier Percentile
Members 33,293
-2.2% YoY+0.9% QoQ
+18.1K 15,145
-2.5% YoY
61,699
+4.0% YoY
33,913
+5.7% YoY
Top 4.3% in tier
Assets $395.0M
+3.5% YoY+0.4% QoQ
+$163.3M $231.7M
+0.8% YoY
$1.1B
+9.9% YoY
$578.3M
+9.0% YoY
Top 12.0% in tier
Loans $286.8M
+16.8% YoY+1.1% QoQ
+$142.7M $144.1M
+0.2% YoY
$678.0M
+10.6% YoY
$402.4M
+8.7% YoY
Top 7.1% in tier
Deposits $303.8M
+5.0% YoY+4.4% QoQ
+$102.7M $201.1M
+0.4% YoY
$945.2M
+9.4% YoY
$494.3M
+9.1% YoY
82%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.5%
+132.5% YoY-170.5% QoQ
-0.2% 0.7%
+5.1% YoY
0.7%
+1.0% YoY
0.4%
-39.2% YoY
39%
NIM 3.6%
+3.4% YoY+1.4% QoQ
-0.1% 3.6%
+4.6% YoY
3.9%
+0.5% YoY
3.8%
+4.1% YoY
46%
Efficiency Ratio 84.1%
-2.6% YoY-5.4% QoQ
+6.1% 78.0%
-1.7% YoY
76.9%
-1.0% YoY
84.6%
+2.8% YoY
69%
Delinquency Rate 0.3%
-80.2% YoY-76.7% QoQ
-0.4 0.8%
+7.1% YoY
0.8%
+8.3% YoY
1.2%
+3.4% YoY
26%
Loan To Share 94.4%
+11.3% YoY-3.1% QoQ
+24.0% 70.4%
-0.4% YoY
68.3%
-2.8% YoY
65.6%
-1.4% YoY
Top 5.0% in tier
AMR $17,739
+12.9% YoY+1.9% QoQ
$-7K $24,918
+2.7% YoY
$19,742
+4.3% YoY
$19,920
+1.6% YoY
20%
CD Concentration 28.9%
+10.6% YoY+5.1% QoQ
+4.6% 24.3% 17.3% 19.8% 50%
Indirect Auto % 8.1%
-28.8% YoY-7.4% QoQ
-5.7% 13.8% 21.9% 7.7% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#71 of 491 • Top 50.0% in tier

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

Why This Signature
AMR Growth (YoY): 12.95%
(Tier: 3.74%, National: 6.36%)
better than tier avg
491 of 1070 Mid-Small & Community CUs have this signature | 637 nationally
↑ Growing +107 CUs YoY | New qualifier

Concerns (4)

Liquidity Strain

risk
#35 of 183 • Bottom 50.0% in tier

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

Why This Signature
Loan-to-Share Ratio: 94.40%
(Tier: 72.31%, National: 65.58%)
but better than tier avg
Loan Growth (YoY): 16.80%
(Tier: 4.14%, National: 1.74%)
but better than tier avg
183 of 1070 Mid-Small & Community CUs have this signature | 367 nationally
→ Stable (182→183 CUs) +1 CUs YoY | New qualifier

Membership Headwinds

decline
#327 of 570 • Bottom 50.0% in tier

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

Why This Signature
Member Growth (YoY): -2.25%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
570 of 1070 Mid-Small & Community CUs have this signature | 676 nationally
→ No prior data (570 CUs now) | New qualifier

Efficiency Drag

risk
#434 of 596 • Bottom 50.0% in tier

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

Why This Signature
Efficiency Ratio: 84.11%
(Tier: 77.94%, National: 84.64%)
worse than tier avg
ROA Change (YoY): 0.31% points
(Tier: 0.05% points, National: -0.45% points)
but better than tier avg
Member Growth (YoY): -2.25%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
596 of 1070 Mid-Small & Community CUs have this signature | 702 nationally
↓ Shrinking -84 CUs YoY | Rank improving

Stagnation Risk

risk
#516 of 570 • Bottom 50.0% 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): -2.25%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): 16.80%
(Tier: 4.14%, National: 1.74%)
but better than tier avg
Delinquency Rate: 0.34%
(Tier: 0.76%, National: 1.19%)
but better than tier avg
570 of 1070 Mid-Small & Community CUs have this signature | 676 nationally
→ No prior data (570 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 1070 peers in tier

Top Strengths (10 metrics)

46
Total Members
engagement
Value: 33,293
Peer Median: 13,200
#46 of 1070 Top 4.2% in 100M-500M tier
53
Loan-to-Share Ratio
balance_sheet
Value: 94.40%
Peer Median: 71.88%
#53 of 1070 Top 4.9% in 100M-500M tier
56
AMR Growth Rate
growth
Value: 12.95%
Peer Median: 3.46%
#56 of 1070 Top 5.1% in 100M-500M tier
57
Loan Growth Rate
growth
Value: 16.80%
Peer Median: 2.93%
#57 of 1070 Top 5.2% in 100M-500M tier
76
Total Loans
balance_sheet
Value: $286.80M
Peer Median: $121.41M
#76 of 1070 Top 7.0% in 100M-500M tier
128
Total Assets
balance_sheet
Value: $395.00M
Peer Median: $196.57M
#128 of 1070 Top 11.9% in 100M-500M tier
130
Fee Income Per Member
profitability
Value: $244.05
Peer Median: $154.95
#130 of 1070 Top 12.1% in 100M-500M tier
158
First Mortgage Concentration (%)
balance_sheet
Value: 11.38%
Peer Median: 29.47%
#158 of 1070 Top 14.7% in 100M-500M tier
179
Net Worth Ratio
risk
Value: 14.66%
Peer Median: 11.45%
#179 of 1070 Top 16.6% in 100M-500M tier
198
Total Deposits
balance_sheet
Value: $303.80M
Peer Median: $171.29M
#198 of 1070 Top 18.4% in 100M-500M tier

Top Weaknesses (1 metrics)

860
Average Member Relationship (AMR)
engagement
Value: $17,739
Peer Median: $22,931
#860 of 1070 Bottom 19.7% in 100M-500M tier
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