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).

SIF Distribution Calculator (member-only, updated Feb. 2018)
Estimate your credit union's 2017 Share Insurance Fund (SIF) distribution.
Download Now

Risk-Based Capital Calculator (updated Nov. 2017)
This tool will calculate your credit union's risk-based capital ratio, based on NCUA's 2015 proposed rule. You can also substitute your own weights and see the effect on your credit union's risk-based capital ratio now and after five years, based on your assumptions about asset growth and annual return on assets (ROA).
Download Now

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).
Download Now

FCU Operating Fee Calculator
Calculate and compare the respective dollar amounts of your Fiscal Year 2017 and 2018 National Credit Union Administration (NCUA) Operating Fees.
Download Now

Not a member yet? Get access to free lead generating calculators, custom data, reports and research tools. Join today!