CharterBench

Velma Federal Credit Union

Credit UnionFCUVelma, OK·Est. 1953·NCUA #8962Compare ⇄
Total assets
$3.0M
+0.9% YoY
Shares & deposits
$2.5M
-0.3% YoY
Loans
$2.6M
-4.3% YoY
Members
689
-1.9% YoY
ROA (annualized)
1.64%
peers 0.60%
ROE (annualized)
10.99%
peers 4.10%

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

MetricThis credit unionPeer medianΔ
Asset growth (YoY)+0.9%+1.3%-0.4 pts
Share growth (YoY)-0.3%+0.7%-0.9 pts
Loan growth (YoY)-4.3%-2.4%-1.9 pts
ROA1.64%0.60%+1.0 pts
ROE11.0%4.1%+6.9 pts

ROA ranks in the 88th percentile of its peer group · Q1 2026

Profile

Established
1953
Charter
FCU
Primary regulator
NCUA
NCUA peer group
Peer group 2
Address
Po Box 186, Velma, OK, 73491
NCUA charter #
8962
RSSD ID
305086
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$3.0M$2.5M$2.6M$449K$12K1.64%6.81%2.04%689
Q4 2025$2.9M$2.5M$2.7M$436K$24K0.83%6.11%0.20%705
Q3 2025$3.0M$2.6M$2.8M$463K$51K2.23%6.26%1.00%708
Q2 2025$3.1M$2.6M$2.7M$440K$28K1.85%5.97%1.67%702
Q1 2025$3.0M$2.5M$2.7M$421K$9K1.19%5.17%2.16%702
Q4 2024$3.0M$2.6M$2.7M$412K$22K0.75%5.19%1.53%696
Q3 2024$3.0M$2.6M$2.8M$417K$27K1.21%5.49%1.28%693
Q2 2024$3.0M$2.5M$2.8M$403K$13K0.89%5.12%3.39%701

Loan mix (Q1 2026): real estate $0 · commercial $0 · consumer $2.0M · securities $438

Ratio pack Q1 2026 · peer medians from 2508 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.64%Q2 2024 → Q1 20260.60%
88th
Return on equity
Annualized net income ÷ equity or net worth
11.0%Q2 2024 → Q1 20264.1%
88th
Net interest margin
Interest income − interest expense, ÷ assets
6.81%Q2 2024 → Q1 20263.83%
99th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
76.9%Q1 2025 → Q1 202681.5%
39th
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
RatioValueTrend (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
RatioValueTrend (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
RatioValueTrend (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
RatioValueTrend (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 Velma Federal Credit Union?

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

See Pro plan →