NACUC 2020 Basic Information Survey (BIS)

Credit Union Information

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* Credit Union Name

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* Credit Union Address

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* Credit Union City/State/Zip

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* CU Phone

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* CU Web Address

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* Common Bond

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* Family Members

Yes

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* # of Select Employee Groups (SEGs)

Chairman/Board Information

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* Chairman's Name

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* Chairman's Email

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* Chairman's Mobile Number (optional)

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* Number of Directors

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* Years as Chairman

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* Board Term Limits?

Yes

Operational Profile

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* Number of Branches

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* Number of Proprietary ATMs

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* Number of Full-time Employees

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* Number of Part-time Employees

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* Union

Yes

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* Sponsor Subsidy

Yes

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* Full-Time Internal Auditor

Yes

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* Number on Supervisory/Audit Committee

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* Member Penetration (enter percentage)

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* CUSOs

Yes

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* Total Invested in CUSO(s)

Key Ratio Comparisons

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* Net Worth Ratio (6/30/19)

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* Net Worth Ratio (6/30/20)

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* Operating Expense Ratio (6/30/19)

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* Operating Expense Ratio (6/30/20)

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* Loan/Share Ratio (6/30/19)

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* Loan/Share Ratio (6/30/20)

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* ALLL/Loan Ratio (6/30/19)

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* ALLL/Loan Ratio (6/30/20)

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* Capital to Assets Ratio (6/30/19)

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* Capital to Assets Ratio (6/30/20)

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* ROAA Ratio (6/30/19)

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* ROAA Ratio (6/30/20)

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* Efficiency Ratio (6/30/19)

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* Efficiency Ratio (6/30/20)

Lending Profile

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* Credit Cards Amount (millions)

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* Credit Cards Current Rate

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* Other Unsecured Amount (millions)

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* Other Unsecured Current Rate

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* Vehicle Amount (millions)

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* Vehicle Current Rate

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* First Mortgage Amount (millions)

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* First Mortgage Current Rate

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* Other Real Estate Amount (millions)

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* Other Real Estate Current Rate

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* Other Loans Amount (millions)

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* Other Loans Current Rate

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* Member Business Loans Amount (millions)

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* Member Business Loans/Assets Ratio

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* ALLL Amount (millions)

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* Delinquency Ratio (6/30/19)

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* Delinquency Ratio (6/30/20)

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* Charge-Off Ratio (6/30/19)

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* Charge-Off Ratio (6/30/20)

Deposit Profile

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* Regular Shares Amount (millions)

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* Regular Shares Current Rate

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* Share Draft Amount (millions)

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* Share Draft Current Rate

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* Money Market Amount (millions)

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* Money Market Current Rate

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* IRA/SEP Amount (millions)

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* IRA/SEP Current Rate

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* Other Shares Amount (millions)

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* Other Shares Current Rate

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* Certificates of Deposit Amount (millions)

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* Certificates of Deposit Current Rate

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* Undivided Earnings Amount (millions)

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* Regular Reserves (millions)

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* Other Reserves (millions)

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* Average Deposit per Member

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* Members with Share Drafts (percentage)

Growth Statistics

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* Members (as of 6/30/19)

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* Members (as of 6/30/20)

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* Assets as of 6/30/19 (millions)

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* Assets as of 6/30/20 (millions)

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* Loans as of 6/30/19 (millions)

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* Loans as of 6/30/20 (millions)

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* Shares as of 6/30/19 (millions)

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* Shares as of 6/30/20 (millions)

Investment Profile

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* Total Value of All Investments (millions)

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* Investments Held to Maturity (millions)

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* Investments Available for Sale (millions)

THANK YOU FOR COMPLETING THE SURVEY