CharterBench

Brokaw Credit Union

Credit UnionFISCUWeston, WI·Est. 1986·NCUA #67000Compare ⇄
Total assets
$72.0M
+4.3% YoY
Shares & deposits
$62.5M
+3.5% YoY
Loans
$46.4M
+4.5% YoY
Members
5,724
-1.6% YoY
ROA (annualized)
1.54%
peers 0.60%
ROE (annualized)
12.69%
peers 4.10%

Peer comparison 2,508 credit unions with <100M in assets

MetricBrokaw Credit UnionPeer medianΔ
Asset growth (YoY)+4.3%+1.3%+3.0 pts
Share growth (YoY)+3.5%+0.7%+2.8 pts
Loan growth (YoY)+4.5%-2.4%+6.8 pts
ROA1.54%0.60%+0.9 pts
ROE12.7%4.1%+8.6 pts

ROA ranks in the 86th percentile of its peer group · Q1 2026

Profile

Established
1986
Charter
FISCU
Primary regulator
NCUA
NCUA peer group
Peer group 4
Address
Po Box 199, Weston, WI, 54476
NCUA charter #
67000
RSSD ID
752792
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$72.0M$62.5M$46.4M$8.7M$276K1.54%4.13%0.40%5,724
Q4 2025$69.5M$60.4M$44.9M$8.4M$945K1.36%4.38%0.57%5,733
Q3 2025$69.0M$60.2M$44.7M$8.3M$773K1.49%4.39%0.33%5,764
Q2 2025$68.4M$59.5M$44.4M$8.1M$593K1.73%4.40%0.15%5,783
Q1 2025$69.0M$60.4M$44.4M$7.8M$284K1.65%4.32%0.68%5,816
Q4 2024$67.6M$59.1M$44.8M$7.5M$862K1.28%4.50%0.66%5,847
Q3 2024$66.1M$57.9M$46.2M$7.3M$704K1.42%4.53%0.39%5,868
Q2 2024$68.6M$60.2M$44.1M$7.1M$504K1.47%4.31%0.87%5,838

Loan mix (Q1 2026): real estate $12.1M · commercial $3.5M · consumer $27.4M · securities $9.4M

Ratio pack Q1 2026 · peer medians from 2508 institutions

Profitability
RatioBrokaw Credit UnionTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.54%Q2 2024 → Q1 20260.60%
86th
Return on equity
Annualized net income ÷ equity or net worth
12.7%Q2 2024 → Q1 20264.1%
93th
Net interest margin
Interest income − interest expense, ÷ assets
4.13%Q2 2024 → Q1 20263.83%
64th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
73.6%Q1 2025 → Q1 202681.5%
32th
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
RatioBrokaw 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
RatioBrokaw 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
RatioBrokaw 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
RatioBrokaw 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.

The full ratio pack is part of CharterBench Pro.

See Pro plan →

Similar credit unions

Selling to Brokaw Credit Union?

Peer lists, growth filters, CSV export, CRM push.

See Pro plan →