CharterBench

Beginnings Credit Union

Credit UnionFISCUIthaca, NY·Est. 1953·NCUA #68322Compare ⇄
Total assets
$1.51B
+3.5% YoY
Shares & deposits
$1.28B
+2.8% YoY
Loans
$1.05B
+3.3% YoY
Members
75,357
-2.2% YoY
ROA (annualized)
0.09%
peers 0.71%
ROE (annualized)
0.63%
peers 6.28%

Peer comparison 450 credit unions with 1B-10B in assets

MetricThis credit unionPeer medianΔ
Asset growth (YoY)+3.5%+5.1%-1.6 pts
Share growth (YoY)+2.8%+4.9%-2.0 pts
Loan growth (YoY)+3.3%+5.4%-2.2 pts
ROA0.09%0.71%-0.6 pts
ROE0.6%6.3%-5.6 pts

ROA ranks in the 6th percentile of its peer group · Q1 2026

Profile

Established
1953
Charter
FISCU
Primary regulator
NCUA
NCUA peer group
Peer group 6
Address
1030 Craft Road, Ithaca, NY, 14850
NCUA charter #
68322
RSSD ID
272281
Latest call report
Q1 2026

Total assets last 8 quarters

Q2 2024 → Q1 2026

Members last 8 quarters

Q2 2024 → Q1 2026

Quarterly financials NCUA 5300 call report

QuarterAssetsSharesLoansNet worthNet income YTDROANIMDelinquencyMembers
Q1 2026$1.51B$1.28B$1.05B$206.2M$324K0.09%3.29%0.60%75,357
Q4 2025$1.51B$1.29B$1.05B$206.0M$9.5M0.63%3.37%0.98%75,152
Q3 2025$1.45B$1.24B$1.05B$206.9M$8.3M0.76%3.42%0.97%77,088
Q2 2025$1.44B$1.23B$1.04B$202.9M$4.4M0.62%3.39%1.03%77,026
Q1 2025$1.45B$1.25B$1.01B$199.3M$790K0.22%3.27%0.86%77,068
Q4 2024$1.44B$1.23B$1.01B$198.5M$5.6M0.39%3.36%1.23%77,071
Q3 2024$1.39B$1.17B$1.02B$200.6M$5.5M0.53%3.41%1.07%79,004
Q2 2024$1.40B$1.19B$1.03B$196.9M$1.8M0.26%3.29%1.27%79,272

Loan mix (Q1 2026): real estate $592.7M · commercial $103.2M · consumer $289.1M · securities $220.9M

Ratio pack Q1 2026 · peer medians from 450 institutions

Profitability
RatioBeginnings Credit UnionTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
0.09%Q2 2024 → Q1 20260.71%
6th
Return on equity
Annualized net income ÷ equity or net worth
0.6%Q2 2024 → Q1 20266.3%
6th
Net interest margin
Interest income − interest expense, ÷ assets
3.29%Q2 2024 → Q1 20263.32%
48th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
93.0%Q1 2025 → Q1 202673.0%
98th
Non-interest income share
Fees and other income as a share of total revenue
00.0%
00.0%
Cost of funds
Annualized interest expense ÷ deposits
00.0%
00.0%
Balance sheet
RatioBeginnings Credit UnionTrend (8q)Peer medianPeer percentile
Loan-to-deposit
Loans ÷ deposits (shares). Above ~90% needs funding; below ~60% needs loan demand
00.0%
00.0%
Loans-to-assets
How much of the balance sheet is lent out
00.0%
00.0%
Securities-to-assets
Investment portfolio as a share of assets
00.0%
00.0%
Cash-to-assets
On-balance-sheet liquidity
00.0%
00.0%
Capital
RatioBeginnings Credit UnionTrend (8q)Peer medianPeer percentile
Capital ratio
Tier 1 capital (banks) or net worth (CUs) ÷ assets. NCUA well-capitalized line: 7%
00.0%
00.0%
Credit quality
RatioBeginnings Credit UnionTrend (8q)Peer medianPeer percentile
Nonperforming / delinquency
Banks: nonperforming assets ÷ assets. CUs: 60+ day delinquent loans ÷ loans
00.0%
00.0%
Net charge-off rate
Annualized charge-offs net of recoveries ÷ loans
00.0%
00.0%
CRE concentration
Commercial real estate loans ÷ capital. Regulators flag banks above 300%
00.0%
00.0%
Franchise
RatioBeginnings Credit UnionTrend (8q)Peer medianPeer percentile
Loans per member
Member borrowing depth
00.0%
00.0%
Deposits per member
Member relationship depth
00.0%
00.0%
12 more ratios, with trends and peer percentiles.

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