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BAPTIST HEALTH SOUTH FLORIDA

Charter #14391 · FL

100M-500M
1024 CUs in 100M-500M nationally 35 in FL

BAPTIST HEALTH SOUTH FLORIDA has 8 strengths but faces 2 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 50.0% in tier
  • + Organic Growth Leader: Top 50.0% in tier
  • + Emerging Performer: Top 50.0% in tier
  • + Wallet Share Momentum: Top 50.0% in tier
  • + ROA 0.13% above tier average
  • + Net Interest Margin 1.34% above tier average
  • + First Mortgage Concentration (%): Top 1.2% in tier
  • + Deposit Growth Rate: Top 6.9% in tier

Key Concerns

Areas that may need attention

  • - Efficiency ratio 1.05% above tier (higher cost structure)
  • - Share Certificate Concentration (%): Bottom 5.1% in tier

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 1,024 credit unions with $100M-$500M in assets nationally, and 1 of 35 that size in Florida.
  • Shares and deposits +10.7% year over year ($123M in shares and deposits).
  • Membership: 13,942 members, +2.4% vs a year ago.
  • Delinquency rate 0.62%.
  • Return on assets 1.00%.
  • Efficiency ratio 77.79% vs a 76.73% peer average.
  • Loan-to-share ratio 81.41% vs a 71.54% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (FL) National Avg Tier Percentile
Members 13,942
+2.4% YoY+0.1% QoQ
-1.2K 15,168
-2.6% YoY
74,629
+8.2% YoY
34,678
+6.6% YoY
54%
Assets $140.2M
+10.4% YoY+3.2% QoQ
$-91.9M $232.0M
+0.7% YoY
$1.2B
+11.8% YoY
$593.1M
+10.2% YoY
25%
Loans $100.0M
+7.4% YoY+2.3% QoQ
$-46.2M $146.3M
+0.2% YoY
$865.0M
+13.2% YoY
$418.6M
+10.1% YoY
36%
Deposits $122.9M
+10.7% YoY+2.8% QoQ
$-77.8M $200.7M
+0.2% YoY
$1.0B
+12.3% YoY
$504.8M
+10.3% YoY
26%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 1.0%
+37.6% YoY+66.7% QoQ
+0.1% 0.9%
+12.5% YoY
0.7%
+7.2% YoY
1.2%
+121.4% YoY
64%
NIM 5.0%
+5.1% YoY-0.3% QoQ
+1.3% 3.7%
+4.5% YoY
3.6%
+3.4% YoY
3.8%
+2.3% YoY
Top 3.0% in tier
Efficiency Ratio 77.8%
-3.3% YoY-0.5% QoQ
+1.1% 76.7%
-0.8% YoY
79.7%
+3.1% YoY
83.0%
-5.3% YoY
51%
Delinquency Rate 0.6%
-28.2% YoY+30.8% QoQ
-0.3 0.9%
+6.6% YoY
0.7%
+5.6% YoY
1.3%
+2.6% YoY
45%
Loan To Share 81.4%
-3.0% YoY-0.5% QoQ
+9.9% 71.5%
-0.3% YoY
70.8%
+0.7% YoY
66.4%
-1.4% YoY
67%
AMR $15,989
+6.6% YoY+2.5% QoQ
$-9K $25,107
+3.2% YoY
$23,115
+4.1% YoY
$20,028
-0.9% YoY
Bottom 13.0% in tier
CD Concentration 42.8%
+10.9% YoY+2.3% QoQ
+18.2% 24.6% 24.7% 20.0% 50%
Indirect Auto % 0.0% -13.6% 13.6% 10.8% 7.7% 50%

Signature Analysis

Strengths (4)

Organic Growth Engine

growth
#91 of 344 • Top 50.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 2.42%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Return on Assets: 1.00%
(Tier: 0.85%, National: 1.23%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.63%, National: 7.71%)
better than tier avg
344 of 1024 Mid-Small & Community CUs have this signature | 490 nationally
↓ Shrinking -271 CUs YoY | Rank improving

Organic Growth Leader

growth
#179 of 342 • Top 50.0% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 2.42%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.63%, National: 7.71%)
better than tier avg
342 of 1024 Mid-Small & Community CUs have this signature | 485 nationally
↓ Shrinking -91 CUs YoY | Rank improving

Emerging Performer

growth
#110 of 175 • Top 50.0% in tier

Smaller CU (bottom 50% by assets in tier) with strong profitability (ROA > 0.5%) AND growth (members >= 1%). Emerging leaders worth watching.

Why This Signature
Return on Assets: 1.00%
(Tier: 0.85%, National: 1.23%)
better than tier avg
Member Growth (YoY): 2.42%
(Tier: 0.46%, National: 15.67%)
better than tier avg
175 of 1024 Mid-Small & Community CUs have this signature | 283 nationally
→ Stable (178→175 CUs) -3 CUs YoY | Rank improving

Wallet Share Momentum

growth
#326 of 483 • Top 50.0% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 6.63%
(Tier: 3.97%, National: 35.20%)
better than tier avg
483 of 1024 Mid-Small & Community CUs have this signature | 635 nationally
↑ Growing +52 CUs YoY | Rank worsening

Concerns (0)

No concerns identified

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 1024 peers in tier

Top Strengths (7 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 6.15%
#1 of 1024 Top 0.1% in 100M-500M tier
13
First Mortgage Concentration (%)
balance_sheet
Value: 0.11%
Peer Median: 29.92%
#13 of 1024 Top 1.2% in 100M-500M tier
31
Net Interest Margin (NIM)
profitability
Value: 5.02%
Peer Median: 3.67%
#31 of 1024 Top 2.9% in 100M-500M tier
72
Deposit Growth Rate
growth
Value: 10.75%
Peer Median: 3.58%
#72 of 1024 Top 6.9% in 100M-500M tier
84
Asset Growth Rate
growth
Value: 10.40%
Peer Median: 4.12%
#84 of 1024 Top 8.1% in 100M-500M tier
244
Member Growth Rate
growth
Value: 2.42%
Peer Median: -0.03%
#244 of 1024 Top 23.7% in 100M-500M tier
252
AMR Growth Rate
growth
Value: 6.63%
Peer Median: 3.53%
#252 of 1024 Top 24.5% in 100M-500M tier

Top Weaknesses (4 metrics)

973
Share Certificate Concentration (%)
balance_sheet
Value: 42.79%
Peer Median: 23.39%
#973 of 1024 Bottom 5.1% in 100M-500M tier
891
Average Member Relationship (AMR)
engagement
Value: $15,989
Peer Median: $23,006
#891 of 1024 Bottom 13.1% in 100M-500M tier
869
Net Charge-Off Rate
risk
Value: 0.80%
Peer Median: 0.34%
#869 of 1024 Bottom 15.2% in 100M-500M tier
770
Loan-to-Member Ratio (LMR)
engagement
Value: $7,175
Peer Median: $9,434
#770 of 1024 Bottom 24.9% in 100M-500M tier
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