Credit Union Capital Management Tools

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 only).

SIF Distribution Calculator

Estimate your credit union's 2018 Share Insurance Fund (SIF) distribution. 

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Risk-Based Capital Calculator 

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).

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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). (Updated Jul. 2019)

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Operating Fee Calculator

Calculate and compare the respective dollar amounts of your Fiscal Year 2018 and 2019 National Credit Union Administration (NCUA) Operating Fees.

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