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BlastPoint's Credit Union Scorecard

FAMILIES AND SCHOOLS TOGETHER

Charter #9109 · CA

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

FAMILIES AND SCHOOLS TOGETHER has 8 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 50.0% in tier
  • + Organic Growth Leader: Top 50.0% in tier
  • + ROA 1.66% above tier average
  • + Net Interest Margin 0.82% above tier average
  • + Efficiency Ratio: Top 3.0% in tier
  • + Net Worth Ratio: Top 3.5% in tier
  • + Loan-to-Share Ratio: Top 8.8% in tier
  • + Fee Income Per Member: Top 9.6% in tier

Key Concerns

Areas that may need attention

  • - Margin Compression: Bottom 50.0% in tier
  • - Cost Spiral: Bottom 50.0% in tier
  • - Credit Quality Pressure: Bottom 50.0% in tier
  • - Credit Risk Growth: Bottom 50.0% in tier
  • - Liquidity Strain: Bottom 50.0% in tier
  • - Liquidity Overhang: Bottom 50.0% 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 +4.8% year over year ($260M in shares and deposits).
  • Membership: 18,809 members, +2.0% vs a year ago.
  • Delinquency rate 0.37%.
  • Return on assets 2.52%.
  • Efficiency ratio 52.43% vs a 76.73% peer average.
  • Loan-to-share ratio 93.22% 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 18,809
+2.0% YoY+0.1% QoQ
+3.6K 15,168
-2.6% YoY
67,400
+7.3% YoY
34,678
+6.6% YoY
73%
Assets $329.6M
+9.2% YoY+0.4% QoQ
+$97.6M $232.0M
+0.7% YoY
$1.4B
+10.3% YoY
$593.1M
+10.2% YoY
78%
Loans $242.6M
+4.7% YoY-0.0% QoQ
+$96.4M $146.3M
+0.2% YoY
$958.9M
+10.2% YoY
$418.6M
+10.1% YoY
Top 14.5% in tier
Deposits $260.3M
+4.8% YoY-0.6% QoQ
+$59.6M $200.7M
+0.2% YoY
$1.2B
+11.1% YoY
$504.8M
+10.3% YoY
74%

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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 2.5%
-14.6% YoY+1.6% QoQ
+1.7% 0.9%
+12.5% YoY
2.5%
+328.4% YoY
1.2%
+121.4% YoY
Top 0.8% in tier
NIM 4.5%
-1.4% YoY+0.1% QoQ
+0.8% 3.7%
+4.5% YoY
3.4%
+4.4% YoY
3.8%
+2.3% YoY
Top 10.8% in tier
Efficiency Ratio 52.4%
+14.4% YoY+0.9% QoQ
-24.3% 76.7%
-0.8% YoY
79.7%
-4.5% YoY
83.0%
-5.3% YoY
Top 3.0% in tier
Delinquency Rate 0.4%
+102.2% YoY+77.7% QoQ
-0.5 0.9%
+6.6% YoY
0.7%
-14.3% YoY
1.3%
+2.6% YoY
24%
Loan To Share 93.2%
-0.1% YoY+0.6% QoQ
+21.7% 71.5%
-0.3% YoY
69.0%
+0.5% YoY
66.4%
-1.4% YoY
Top 8.9% in tier
AMR $26,740
+2.7% YoY-0.4% QoQ
+$2K $25,107
+3.2% YoY
$29,171
+2.5% YoY
$20,028
-0.9% YoY
69%
CD Concentration 12.6%
+10.3% YoY+3.6% QoQ
-12.0% 24.6% 22.2% 20.0% 50%
Indirect Auto % 2.5%
-8.1% YoY-0.7% QoQ
-11.1% 13.6% 9.2% 7.7% 50%

Signature Analysis

Strengths (2)

Organic Growth Engine

growth
#94 of 344 • Top 50.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 1.99%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Return on Assets: 2.52%
(Tier: 0.85%, National: 1.23%)
better than tier avg
Indirect Auto %: 2.49%
(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 | Rank worsening

Organic Growth Leader

growth
#211 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): 1.99%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Indirect Auto %: 2.49%
(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 | Rank worsening

Concerns (6)

Margin Compression

decline
#2 of 140 • Bottom 50.0% in tier

Profitability above 0.75% ROA but margins eroding by at least 0.10%. Something changed - rising costs or falling yields need addressing.

Why This Signature
Return on Assets: 2.52%
(Tier: 0.85%, National: 1.23%)
but better than tier avg
ROA (Prior Year): 2.95%
(Tier: 0.75%, National: 0.66%)
but better than tier avg
ROA Change (YoY): -0.43% points
(Tier: 0.10% points, National: 0.47% points)
worse than tier avg
140 of 1024 Mid-Small & Community CUs have this signature | 167 nationally
→ Stable (143→140 CUs) -3 CUs YoY | New qualifier

Cost Spiral

risk
#32 of 95 • Bottom 50.0% in tier

Historically lean operator (<75% efficiency) now seeing 5+ point efficiency ratio increase despite strong profitability (>0.50% ROA). Efficiency advantage eroding.

Why This Signature
Efficiency Ratio Change: 6.59% points
(Tier: -0.48% points, National: -3.74% points)
worse than tier avg
Efficiency Ratio (Prior Year): 45.84%
(Tier: 77.10%, National: 86.72%)
but better than tier avg
95 of 1024 Mid-Small & Community CUs have this signature | 106 nationally
↑ Growing +30 CUs YoY | New qualifier

Credit Quality Pressure

risk
#349 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): 0.19% 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

Credit Risk Growth

risk
#279 of 472 • Bottom 50.0% in tier

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

Why This Signature
Loan Growth (YoY): 4.75%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
Delinquency Change (YoY): 0.19% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
472 of 1024 Mid-Small & Community CUs have this signature | 688 nationally
↑ Growing +32 CUs YoY | New qualifier

Liquidity Strain

risk
#157 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: 93.22%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 4.75%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
224 of 1024 Mid-Small & Community CUs have this signature | 432 nationally
↓ Shrinking -11 CUs YoY | Rank worsening

Liquidity Overhang

risk
#95 of 130 • Bottom 50.0% in tier

Exceptional capital position (>16%, top quartile). Strong fundamentals—opportunity to deploy capital more productively.

Why This Signature
Net Worth Ratio: 20.04%
(Tier: 12.53%, National: 14.66%)
but better than tier avg
Loan-to-Share Ratio: 93.22%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
130 of 1024 Mid-Small & Community CUs have this signature | 148 nationally
↑ Growing +7 CUs YoY | Rank worsening

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 (14 metrics)

8
Return on Assets (ROA)
profitability
Value: 2.52%
Peer Median: 0.75%
#8 of 1024 Top 0.7% in 100M-500M tier
32
Efficiency Ratio
profitability
Value: 52.43%
Peer Median: 77.26%
#32 of 1024 Top 3.0% in 100M-500M tier
37
Net Worth Ratio
risk
Value: 20.04%
Peer Median: 11.71%
#37 of 1024 Top 3.5% in 100M-500M tier
91
Loan-to-Share Ratio
balance_sheet
Value: 93.22%
Peer Median: 73.07%
#91 of 1024 Top 8.8% in 100M-500M tier
99
Fee Income Per Member
profitability
Value: $260.48
Peer Median: $159.88
#99 of 1024 Top 9.6% in 100M-500M tier
111
Net Interest Margin (NIM)
profitability
Value: 4.51%
Peer Median: 3.67%
#111 of 1024 Top 10.7% in 100M-500M tier
133
Asset Growth Rate
growth
Value: 9.25%
Peer Median: 4.12%
#133 of 1024 Top 12.9% in 100M-500M tier
148
Total Loans
balance_sheet
Value: $242.65M
Peer Median: $124.04M
#148 of 1024 Top 14.4% in 100M-500M tier
152
Share Certificate Concentration (%)
balance_sheet
Value: 12.58%
Peer Median: 23.39%
#152 of 1024 Top 14.7% in 100M-500M tier
181
Members Per Employee (MPE)
engagement
Value: 408.891
Peer Median: 310.924
#181 of 1024 Top 17.6% in 100M-500M tier

Top Weaknesses (0 metrics)

No weakness rankings available
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