credit union · NCUA 11872 · CA
How big is SRI?
SRI (CA, NCUA charter 11872) reported total assets of $236.2M, 5,025 members and a net worth ratio of 12.74% in its Call Report for 2026Q2. That ranks 1186 of 4,299 federally insured credit unions by assets, 427 of 1,061 among credit unions with $100m-$500m in assets, 115 of 239 credit unions in california.
What stands out
SRI (CA, NCUA charter 11872) reported total assets of $236.2M, 5,025 members and a net worth ratio of 12.74% in its Call Report for 2026Q2. That ranks 1186 of 4,299 federally insured credit unions by assets, 427 of 1,061 among credit unions with $100m-$500m in assets, 115 of 239 credit unions in california. Against its size class: net worth ratio 12.74%, above the peer median of 11.65%; loan-to-share ratio 95.24%, above the peer median of 73.15%; return on assets 0.86%, above the peer median of 0.74%. At 12.74% its net worth ratio is above the 7% NCUA threshold, which puts it in the "well capitalised" band of prompt corrective action; the regulator applies further tests, this page does not.
Key figures, 2026Q2
As filed with the NCUA; ratios computed by FACTANKER. Peer medians are percentile_cont over the group in the same quarter.
| Measure | 2026Q2 | Median, size class | Median, state | Median, all | Evidence |
|---|---|---|---|---|---|
| Total assets | $236.2M | $198.1M | $205.9M | $68.3M | record → |
| Shares and deposits | $198.0M | $172.3M | $179.4M | $58.3M | record → |
| Loans outstanding | $188.6M | $125.2M | $125.6M | $34.4M | record → |
| Net income (year to date) | $1.0M | $766.3k | $432.9k | $222.2k | record → |
| Net worth | $30.1M | $24.5M | $25.9M | $9.0M | record → |
| Net worth ratio | 12.74% | 11.65% | 11.30% | 12.65% | record → |
| Loan-to-share ratio | 95.24% | 73.15% | 72.15% | 68.70% | computed |
| Return on assets | 0.86% | 0.74% | 0.56% | 0.71% | computed |
| Members | 5,025 | 13,230 | 11,423 | 4,818 | record → |
Quarter by quarter
45 Call Reports on record, 2015Q2–2026Q2; the 40 most recent shown.
| Quarter | Total assets | Shares | Loans | Net income YTD | Net worth ratio | Members | Rank |
|---|---|---|---|---|---|---|---|
| 2026Q2 | $236.2M | $198.0M | $188.6M | $1.0M | 12.74% | 5,025 | 1186 |
| 2026Q1 | $242.1M | $201.9M | $190.9M | $485.0k | 12.21% | 5,065 | 1174 |
| 2025Q4 | $236.5M | $197.7M | $183.1M | $2.3M | 12.35% | 5,082 | 1178 |
| 2025Q3 | $238.0M | $197.7M | $180.3M | $1.7M | 12.03% | 5,071 | 1172 |
| 2025Q2 | $237.5M | $197.8M | $186.3M | $1.1M | 11.82% | 5,101 | 1176 |
| 2025Q1 | $238.1M | $198.9M | $177.7M | $626.5k | 11.58% | 5,147 | 1178 |
| 2024Q4 | $227.9M | $191.7M | $177.2M | $1.6M | 11.88% | 5,154 | 1189 |
| 2024Q3 | $223.8M | $187.7M | $176.0M | $1.2M | 11.90% | 5,192 | 1197 |
| 2024Q2 | $219.3M | $181.9M | $168.5M | $762.1k | 11.96% | 5,189 | 1206 |
| 2024Q1 | $216.8M | $181.0M | $162.7M | $366.9k | 11.92% | 5,201 | 1212 |
| 2023Q4 | $216.3M | $181.1M | $158.7M | $1.4M | 11.84% | 5,229 | 1204 |
| 2023Q3 | $207.1M | $177.7M | $150.4M | $990.2k | 12.18% | 5,243 | 1236 |
| 2023Q2 | $206.8M | $178.9M | $140.3M | $734.2k | 12.08% | 5,306 | 1235 |
| 2023Q1 | $205.0M | $176.2M | $135.7M | $414.6k | 12.18% | 5,377 | 1247 |
| 2022Q4 | $206.1M | $178.0M | $135.8M | $1.6M | 11.79% | 5,575 | 1233 |
| 2022Q3 | $217.4M | $189.9M | $129.0M | $1.4M | 10.87% | 6,332 | 1200 |
| 2022Q2 | $217.5M | $189.2M | $127.0M | $556.7k | 10.69% | 6,065 | 1202 |
| 2022Q1 | $139.2M | $121.2M | $90.2M | $208.4k | 9.29% | 3,323 | 1549 |
| 2021Q4 | $139.3M | $119.9M | $87.8M | $2.0M | 9.05% | 3,341 | 1538 |
| 2021Q3 | $139.6M | $117.6M | $87.6M | $1.6M | 8.74% | 3,352 | 1528 |
| 2021Q2 | $140.9M | $118.6M | $95.8M | $1.2M | 8.38% | 3,347 | 1516 |
| 2021Q1 | $152.2M | $129.6M | $101.3M | $887.5k | 8.02% | 3,338 | 1437 |
| 2020Q4 | $145.9M | $117.0M | $122.4M | $853.0k | 7.96% | 3,345 | 1422 |
| 2020Q3 | $138.5M | $107.2M | $116.9M | $882.4k | 8.54% | 3,351 | 1451 |
| 2020Q2 | $134.4M | $104.0M | $107.1M | $662.0k | 7.71% | 3,331 | 1475 |
| 2020Q1 | $112.2M | $93.5M | $84.6M | $154.8k | 9.02% | 3,219 | 1569 |
| 2019Q4 | $110.6M | $91.8M | $82.4M | $705.7k | 9.16% | 3,225 | 1559 |
| 2019Q3 | $110.1M | $88.1M | $82.4M | $565.2k | 9.42% | 3,225 | 1557 |
| 2019Q2 | $104.4M | $88.7M | $73.9M | $393.3k | 9.55% | 3,561 | 1595 |
| 2019Q1 | $98.6M | $87.2M | $67.1M | $163.9k | 9.56% | 3,572 | 1643 |
| 2018Q4 | $92.9M | $83.7M | $65.1M | $775.1k | 9.69% | 3,557 | 1681 |
| 2018Q3 | $97.6M | $88.4M | $61.4M | $590.9k | 9.40% | 3,554 | 1638 |
| 2018Q2 | $94.2M | $83.4M | $58.8M | $368.4k | 9.37% | 3,544 | 1681 |
| 2018Q1 | $93.2M | $84.0M | $55.7M | $171.4k | 9.29% | 3,540 | 1684 |
| 2017Q4 | $90.0M | $81.5M | $52.8M | $706.9k | 9.26% | 3,547 | 1691 |
| 2017Q3 | $89.3M | $79.6M | $51.7M | $556.1k | 9.26% | 3,555 | 1702 |
| 2017Q2 | $88.9M | $80.2M | $50.3M | $428.5k | 9.31% | 3,572 | 1717 |
| 2017Q1 | $87.0M | $78.7M | $46.1M | $300.0k | 9.36% | 3,552 | 1753 |
| 2016Q4 | $83.3M | $75.4M | $43.1M | $324.1k | 9.17% | 3,575 | 1768 |
| 2016Q3 | $82.2M | $73.9M | $40.7M | $346.6k | 9.32% | 3,560 | 1774 |
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