CharterBench

Energize Credit Union

Credit UnionFISCUOklahoma City, OK·Est. 1967·NCUA #60994Compare ⇄
Total assets
$25.7M
-8.9% YoY
Shares & deposits
$22.2M
-10.6% YoY
Loans
$18.9M
-4.8% YoY
Members
3,094
-16.8% YoY
ROA (annualized)
0.39%
peers 0.60%
ROE (annualized)
2.88%
peers 4.10%

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

MetricEnergize Credit UnionPeer medianΔ
Asset growth (YoY)-8.9%+1.3%-10.2 pts
Share growth (YoY)-10.6%+0.7%-11.2 pts
Loan growth (YoY)-4.8%-2.4%-2.4 pts
ROA0.39%0.60%-0.2 pts
ROE2.9%4.1%-1.2 pts

ROA ranks in the 39th percentile of its peer group · Q1 2026

Profile

Established
1967
Charter
FISCU
Primary regulator
NCUA
NCUA peer group
Peer group 3
Address
Po Box 54309, Oklahoma City, OK, 73154
NCUA charter #
60994
RSSD ID
270492
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$25.7M$22.2M$18.9M$3.5M$25K0.39%4.52%0.23%3,094
Q4 2025$25.6M$22.0M$19.2M$3.4M$78K0.30%4.39%0.62%3,254
Q3 2025$26.4M$22.8M$19.0M$3.5M$81K0.41%4.15%0.39%3,334
Q2 2025$27.1M$23.7M$19.6M$3.4M$41K0.30%3.92%0.19%3,711
Q1 2025$28.2M$24.8M$19.9M$3.4M$-3K-0.04%3.58%0.12%3,719
Q4 2024$28.4M$24.9M$20.2M$3.4M$-163K-0.57%3.16%0.12%3,729
Q3 2024$29.1M$25.7M$20.8M$3.4M$-129K-0.59%3.00%0.25%3,704
Q2 2024$28.3M$24.8M$21.7M$3.4M$-89K-0.63%3.11%0.32%3,675

Loan mix (Q1 2026): real estate $199K · commercial $0 · consumer $16.2M · securities $3.5M

Ratio pack Q1 2026 · peer medians from 2508 institutions

Profitability
RatioEnergize Credit UnionTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
0.39%Q2 2024 → Q1 20260.60%
39th
Return on equity
Annualized net income ÷ equity or net worth
2.9%Q2 2024 → Q1 20264.1%
41th
Net interest margin
Interest income − interest expense, ÷ assets
4.52%Q2 2024 → Q1 20263.83%
77th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
92.1%Q1 2025 → Q1 202681.5%
73th
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
RatioEnergize 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
RatioEnergize 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
RatioEnergize 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
RatioEnergize 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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