CharterBench

Foundation Credit Union

Credit UnionFISCUSpringfield, MO·Est. 1933·NCUA #61157Compare ⇄
Total assets
$74.6M
+8.4% YoY
Shares & deposits
$63.3M
+11.2% YoY
Loans
$57.6M
+6.9% YoY
Members
3,440
+6.4% YoY
ROA (annualized)
0.77%
peers 0.60%
ROE (annualized)
5.31%
peers 4.10%

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

MetricThis credit unionPeer medianΔ
Asset growth (YoY)+8.4%+1.3%+7.1 pts
Share growth (YoY)+11.2%+0.7%+10.6 pts
Loan growth (YoY)+6.9%-2.4%+9.3 pts
ROA0.77%0.60%+0.2 pts
ROE5.3%4.1%+1.2 pts

ROA ranks in the 59th percentile of its peer group · Q1 2026

Profile

Established
1933
Charter
FISCU
Primary regulator
NCUA
NCUA peer group
Peer group 4
Address
1726 W. Elfindale St, Springfield, MO, 65807
NCUA charter #
61157
RSSD ID
341299
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$74.6M$63.3M$57.6M$10.9M$144K0.77%3.13%0.15%3,440
Q4 2025$71.2M$57.9M$58.2M$10.7M$318K0.45%3.06%0.65%3,458
Q3 2025$69.2M$57.7M$55.9M$10.7M$216K0.42%3.03%0.70%3,454
Q2 2025$71.3M$59.5M$54.6M$10.6M$139K0.39%2.84%0.33%3,465
Q1 2025$68.8M$56.9M$53.9M$10.5M$34K0.20%2.81%0.27%3,232
Q4 2024$68.3M$56.9M$53.5M$10.4M$193K0.28%2.77%0.49%3,401
Q3 2024$67.9M$57.2M$53.2M$10.4M$142K0.28%2.77%2.04%3,367
Q2 2024$69.4M$58.7M$54.3M$10.3M$68K0.20%2.68%0.44%3,383

Loan mix (Q1 2026): real estate $32.8M · commercial $346K · consumer $20.5M · securities $6.8M

Ratio pack Q1 2026 · peer medians from 2508 institutions

Profitability
RatioFoundation Credit UnionTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
0.77%Q2 2024 → Q1 20260.60%
59th
Return on equity
Annualized net income ÷ equity or net worth
5.3%Q2 2024 → Q1 20264.1%
59th
Net interest margin
Interest income − interest expense, ÷ assets
3.13%Q2 2024 → Q1 20263.83%
22th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
77.3%Q1 2025 → Q1 202681.5%
40th
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
RatioFoundation 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
RatioFoundation 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
RatioFoundation 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
RatioFoundation 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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