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BlastPoint's Credit Union Scorecard

SANTA CRUZ COMMUNITY

Charter #64029 · CA

100M-500M
1024 CUs in 100M-500M nationally 57 in CA

SANTA CRUZ COMMUNITY has 6 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 50.0% in tier
  • + Emerging Performer: Top 50.0% in tier
  • + Organic Growth Engine: Top 50.0% in tier
  • + ROA 0.13% above tier average
  • + Net Interest Margin 1.02% above tier average
  • + Loan-to-Share Ratio: Top 8.3% in tier

Key Concerns

Areas that may need attention

  • - Shrinking Wallet Share: Bottom 50.0% in tier
  • - Efficiency Drag: Bottom 50.0% in tier
  • - Deposit Outflow: Bottom 50.0% in tier
  • - Capital Constraint: Bottom 50.0% in tier
  • - Credit Quality Pressure: Bottom 50.0% in tier
  • - Liquidity Strain: Bottom 50.0% in tier
  • - Efficiency ratio 29.32% above tier (higher cost structure)
  • - Asset Growth Rate: Bottom 2.1% in tier

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 1,024 credit unions with $100M-$500M in assets nationally, and 1 of 57 that size in California.
  • Shares and deposits -4.4% year over year ($149M in shares and deposits).
  • Membership: 14,777 members, +1.5% vs a year ago.
  • Delinquency rate 0.52%.
  • Return on assets 0.99%.
  • Efficiency ratio 106.06% vs a 76.73% peer average.
  • Loan-to-share ratio 93.48% vs a 71.54% 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 14,777
+1.5% YoY+0.9% QoQ
-391 15,168
-2.6% YoY
67,400
+7.3% YoY
34,678
+6.6% YoY
58%
Assets $172.1M
-5.0% YoY-1.3% QoQ
$-59.9M $232.0M
+0.7% YoY
$1.4B
+10.3% YoY
$593.1M
+10.2% YoY
39%
Loans $139.0M
-1.0% YoY-0.3% QoQ
$-7.3M $146.3M
+0.2% YoY
$958.9M
+10.2% YoY
$418.6M
+10.1% YoY
57%
Deposits $148.7M
-4.4% YoY-1.1% QoQ
$-52.0M $200.7M
+0.2% YoY
$1.2B
+11.1% YoY
$504.8M
+10.3% YoY
40%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 1.0%
-287.1% YoY-234.3% QoQ
+0.1% 0.9%
+12.5% YoY
2.5%
+328.4% YoY
1.2%
+121.4% YoY
64%
NIM 4.7%
+10.2% YoY+1.0% QoQ
+1.0% 3.7%
+4.5% YoY
3.4%
+4.4% YoY
3.8%
+2.3% YoY
Top 7.6% in tier
Efficiency Ratio 106.1%
-1.4% YoY+1.4% QoQ
+29.3% 76.7%
-0.8% YoY
79.7%
-4.5% YoY
83.0%
-5.3% YoY
Bottom 1.1% in tier
Delinquency Rate 0.5%
+33.5% YoY+30.4% QoQ
-0.4 0.9%
+6.6% YoY
0.7%
-14.3% YoY
1.3%
+2.6% YoY
37%
Loan To Share 93.5%
+3.6% YoY+0.8% QoQ
+21.9% 71.5%
-0.3% YoY
69.0%
+0.5% YoY
66.4%
-1.4% YoY
Top 8.4% in tier
AMR $19,468
-4.3% YoY-1.6% QoQ
$-6K $25,107
+3.2% YoY
$29,171
+2.5% YoY
$20,028
-0.9% YoY
29%
CD Concentration 21.3%
-2.0% YoY+3.5% QoQ
-3.2% 24.6% 22.2% 20.0% 50%
Indirect Auto % 13.0%
-6.4% YoY+3.3% QoQ
-0.6% 13.6% 9.2% 7.7% 50%

Signature Analysis

Strengths (3)

Organic Growth Leader

growth
#250 of 342 • Top 50.0% in tier

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

Why This Signature
Member Growth (YoY): 1.52%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Indirect Auto %: 13.04%
(Tier: 13.63%, National: 7.71%)
better than tier avg
342 of 1024 Mid-Small & Community CUs have this signature | 485 nationally
↓ Shrinking -91 CUs YoY | New qualifier

Emerging Performer

growth
#141 of 175 • Top 50.0% 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: 0.99%
(Tier: 0.85%, National: 1.23%)
better than tier avg
Member Growth (YoY): 1.52%
(Tier: 0.46%, National: 15.67%)
better than tier avg
175 of 1024 Mid-Small & Community CUs have this signature | 283 nationally
→ Stable (178→175 CUs) -3 CUs YoY | New qualifier

Organic Growth Engine

growth
#279 of 344 • Top 50.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 1.52%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Return on Assets: 0.99%
(Tier: 0.85%, National: 1.23%)
better than tier avg
Indirect Auto %: 13.04%
(Tier: 13.63%, National: 7.71%)
better than tier avg
344 of 1024 Mid-Small & Community CUs have this signature | 490 nationally
↓ Shrinking -271 CUs YoY | New qualifier

Concerns (6)

Shrinking Wallet Share

decline
#62 of 223 • Bottom 50.0% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -4.28%
(Tier: 3.97%, National: 35.20%)
worse than tier avg
223 of 1024 Mid-Small & Community CUs have this signature | 308 nationally
↓ Shrinking -61 CUs YoY | New qualifier

Efficiency Drag

risk
#154 of 531 • 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: 106.06%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): 1.53% points
(Tier: 0.10% points, National: 0.47% points)
but better than tier avg
Member Growth (YoY): 1.52%
(Tier: 0.46%, National: 15.67%)
but better than tier avg
531 of 1024 Mid-Small & Community CUs have this signature | 608 nationally
↓ Shrinking -37 CUs YoY | Rank improving

Deposit Outflow

decline
#25 of 84 • Bottom 50.0% in tier

Members staying (>= -1% YoY) but deposits leaving. They're moving money to higher-yield competitors - rate pressure is real.

Why This Signature
Deposit Growth (YoY): -4.44%
(Tier: 4.24%, National: 100.69%)
worse than tier avg
Member Growth (YoY): 1.52%
(Tier: 0.46%, National: 15.67%)
but better than tier avg
84 of 1024 Mid-Small & Community CUs have this signature | 109 nationally
↓ Shrinking -9 CUs YoY | New qualifier

Capital Constraint

risk
#9 of 19 • Bottom 50.0% in tier

Strong balance sheet under pressure - deposits leaving while lending capacity maxed. Need funding solutions before hitting limits.

Why This Signature
Loan-to-Share Ratio: 93.48%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
Deposit Growth (YoY): -4.44%
(Tier: 4.24%, National: 100.69%)
worse than tier avg
Net Worth Ratio: 10.56%
(Tier: 12.53%, National: 14.66%)
worse than tier avg
19 of 1024 Mid-Small & Community CUs have this signature | 27 nationally
→ Stable (23→19 CUs) -4 CUs YoY | Rank improving

Credit Quality Pressure

risk
#442 of 693 • Bottom 50.0% 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: 0.04% points, National: 0.08% points)
worse than tier avg
693 of 1024 Mid-Small & Community CUs have this signature | 962 nationally
↓ Shrinking -83 CUs YoY | New qualifier

Liquidity Strain

risk
#190 of 224 • 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: 93.48%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): -1.03%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
224 of 1024 Mid-Small & Community CUs have this signature | 432 nationally
↓ Shrinking -11 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 1024 peers in tier

Top Strengths (2 metrics)

78
Net Interest Margin (NIM)
profitability
Value: 4.70%
Peer Median: 3.67%
#78 of 1024 Top 7.5% in 100M-500M tier
86
Loan-to-Share Ratio
balance_sheet
Value: 93.48%
Peer Median: 73.07%
#86 of 1024 Top 8.3% in 100M-500M tier

Top Weaknesses (6 metrics)

1014
Efficiency Ratio
profitability
Value: 106.06%
Peer Median: 77.26%
#1014 of 1024 Bottom 1.1% in 100M-500M tier
1003
Asset Growth Rate
growth
Value: -5.00%
Peer Median: 4.12%
#1003 of 1024 Bottom 2.1% in 100M-500M tier
986
Deposit Growth Rate
growth
Value: -4.44%
Peer Median: 3.58%
#986 of 1024 Bottom 3.8% in 100M-500M tier
973
AMR Growth Rate
growth
Value: -4.28%
Peer Median: 3.53%
#973 of 1024 Bottom 5.1% in 100M-500M tier
836
First Mortgage Concentration (%)
balance_sheet
Value: 46.27%
Peer Median: 29.92%
#836 of 1024 Bottom 18.5% in 100M-500M tier
798
Net Charge-Off Rate
risk
Value: 0.66%
Peer Median: 0.34%
#798 of 1024 Bottom 22.2% in 100M-500M tier
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