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CALHOUN LIBERTY

Charter #67431 · FL

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

CALHOUN LIBERTY has 7 strengths but faces 4 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 50.0% in tier
  • + Wallet Share Momentum: Top 50.0% in tier
  • + ROA 0.07% above tier average
  • + Net Interest Margin 0.84% above tier average
  • + Total Delinquency Rate (60+ days): Top 1.0% in tier
  • + Fee Income Per Member: Top 3.0% in tier
  • + Asset Growth Rate: Top 7.3% in tier

Key Concerns

Areas that may need attention

  • - Credit Risk Growth: Bottom 50.0% in tier
  • - Credit Quality Pressure: Bottom 50.0% in tier
  • - Share Certificate Concentration (%): Bottom 6.8% in tier
  • - Members Per Employee (MPE): Bottom 9.5% 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 +7.4% year over year ($151M in shares and deposits).
  • Membership: 9,212 members, +0.2% vs a year ago.
  • Delinquency rate 0.01%.
  • Return on assets 0.93%.
  • Efficiency ratio 75.98% vs a 76.73% peer average.
  • Loan-to-share ratio 85.91% 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 9,212
+0.2% YoY+0.4% QoQ
-6.0K 15,168
-2.6% YoY
74,629
+8.2% YoY
34,678
+6.6% YoY
27%
Assets $179.8M
+10.6% YoY+4.2% QoQ
$-52.2M $232.0M
+0.7% YoY
$1.2B
+11.8% YoY
$593.1M
+10.2% YoY
43%
Loans $130.1M
+11.1% YoY+2.4% QoQ
$-16.2M $146.3M
+0.2% YoY
$865.0M
+13.2% YoY
$418.6M
+10.1% YoY
53%
Deposits $151.4M
+7.4% YoY+4.2% QoQ
$-49.3M $200.7M
+0.2% YoY
$1.0B
+12.3% YoY
$504.8M
+10.3% YoY
41%

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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 0.9%
-2.0% YoY-6.9% QoQ
+0.1% 0.9%
+12.5% YoY
0.7%
+7.2% YoY
1.2%
+121.4% YoY
61%
NIM 4.5%
+4.7% YoY-2.9% QoQ
+0.8% 3.7%
+4.5% YoY
3.6%
+3.4% YoY
3.8%
+2.3% YoY
Top 10.2% in tier
Efficiency Ratio 76.0%
-3.5% YoY-7.5% QoQ
-0.7% 76.7%
-0.8% YoY
79.7%
+3.1% YoY
83.0%
-5.3% YoY
45%
Delinquency Rate 0.0% -0.9 0.9%
+6.6% YoY
0.7%
+5.6% YoY
1.3%
+2.6% YoY
Top 1.0% in tier
Loan To Share 85.9%
+3.4% YoY-1.7% QoQ
+14.4% 71.5%
-0.3% YoY
70.8%
+0.7% YoY
66.4%
-1.4% YoY
78%
AMR $30,560
+8.9% YoY+2.9% QoQ
+$5K $25,107
+3.2% YoY
$23,115
+4.1% YoY
$20,028
-0.9% YoY
82%
CD Concentration 41.4%
+3.4% YoY-0.6% QoQ
+16.9% 24.6% 24.7% 20.0% 50%
Indirect Auto % 1.7%
-38.4% YoY-14.9% QoQ
-11.9% 13.6% 10.8% 7.7% 50%

Signature Analysis

Strengths (2)

Relationship Depth Leader

growth
#52 of 262 • Top 50.0% in tier

Top-tier average member relationship within peer group, with stable or growing engagement. Strong wallet share positioning.

Why This Signature
AMR Growth (YoY): 8.92%
(Tier: 3.97%, National: 35.20%)
better than tier avg
Share Draft per Member: $3.0K
(Tier: $2.9K, National: $2.1K)
better than tier avg
262 of 1024 Mid-Small & Community CUs have this signature | 354 nationally
↑ Growing +11 CUs YoY | New qualifier

Wallet Share Momentum

growth
#163 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): 8.92%
(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 | New qualifier

Concerns (2)

Credit Risk Growth

risk
#304 of 472 • Bottom 50.0% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

Why This Signature
Loan Growth (YoY): 11.10%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
Delinquency Change (YoY): 0.01% points
(Tier: 0.04% points, National: 0.08% points)
but better than tier avg
472 of 1024 Mid-Small & Community CUs have this signature | 688 nationally
↑ Growing +32 CUs YoY | New qualifier

Credit Quality Pressure

risk
#657 of 693 • Bottom 50.0% in tier

Delinquencies are rising year-over-year. Credit risk is building - they may need better underwriting tools.

Why This Signature
Delinquency Change (YoY): 0.01% points
(Tier: 0.04% points, National: 0.08% points)
but better than tier avg
693 of 1024 Mid-Small & Community CUs have this signature | 962 nationally
↓ Shrinking -83 CUs YoY | New qualifier

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 (11 metrics)

11
Total Delinquency Rate (60+ days)
risk
Value: 0.01%
Peer Median: 0.71%
#11 of 1024 Top 1.0% in 100M-500M tier
32
Fee Income Per Member
profitability
Value: $329.09
Peer Median: $159.88
#32 of 1024 Top 3.0% in 100M-500M tier
76
Asset Growth Rate
growth
Value: 10.62%
Peer Median: 4.12%
#76 of 1024 Top 7.3% in 100M-500M tier
104
Net Interest Margin (NIM)
profitability
Value: 4.53%
Peer Median: 3.67%
#104 of 1024 Top 10.1% in 100M-500M tier
127
AMR Growth Rate
growth
Value: 8.92%
Peer Median: 3.53%
#127 of 1024 Top 12.3% in 100M-500M tier
136
Loan Growth Rate
growth
Value: 11.10%
Peer Median: 3.02%
#136 of 1024 Top 13.2% in 100M-500M tier
157
Loan-to-Member Ratio (LMR)
engagement
Value: $14,122
Peer Median: $9,434
#157 of 1024 Top 15.2% in 100M-500M tier
183
Average Member Relationship (AMR)
engagement
Value: $30,560
Peer Median: $23,006
#183 of 1024 Top 17.8% in 100M-500M tier
191
Deposit Growth Rate
growth
Value: 7.41%
Peer Median: 3.58%
#191 of 1024 Top 18.6% in 100M-500M tier
225
Net Charge-Off Rate
risk
Value: 0.13%
Peer Median: 0.34%
#225 of 1024 Top 21.9% in 100M-500M tier

Top Weaknesses (3 metrics)

955
Share Certificate Concentration (%)
balance_sheet
Value: 41.44%
Peer Median: 23.39%
#955 of 1024 Bottom 6.8% in 100M-500M tier
928
Members Per Employee (MPE)
engagement
Value: 219.333
Peer Median: 310.924
#928 of 1024 Bottom 9.5% in 100M-500M tier
915
First Mortgage Concentration (%)
balance_sheet
Value: 53.34%
Peer Median: 29.92%
#915 of 1024 Bottom 10.7% in 100M-500M tier
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