Credit Union Capital Management Tools

Credit Union Capital Management CalculatorsDownload NAFCU’s credit union capital management calculators to measure and track key data points for managing your credit union finances. (Calculators are Excel documents and are available only to NAFCU member credit unions).

Risk-Based Net Worth Calculator
This tool will calculate your credit union's risk-based net worth ratio, based on NCUA's proposed rule. You can also substitute your own weights and see the effect on your credit union's risk-based net worth ratio now and after five years, based on your assumptions about asset growth and annual return on assets (ROA).

PCA Classification Calculator
Find out what your credit union's PCA classification will be and adjust your asset composition to simulate changes to your classification.

Net Worth Calculator
Estimate the change in your credit union's net worth ratio after 10 years, based on a constant asset growth pattern and annual return on assets (ROA).

Operating Fee Calculator
Calculate and compare the respective dollar amounts of your Fiscal Year 2013 and 2014 National Credit Union Administration (NCUA) Operating Fees.


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