BlastPoint's Credit Union Scorecard

SOUTHERN CHAUTAUQUA

Charter #9107 · NY

1069 CUs in 100M-500M nationally 54 in NY

SOUTHERN CHAUTAUQUA has 10 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 0.7% in tier
  • + Emerging Performer: Top 3.3% in tier
  • + Organic Growth Leader: Top 13.2% in tier
  • + ROA 0.85% above tier average
  • + Net Interest Margin 1.93% above tier average
  • + Strong member growth: 6.6% YoY
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + First Mortgage Concentration (%): Top 5.6% in tier
  • + Member Growth Rate: Top 6.1% in tier
  • + Net Worth Ratio: Top 7.8% in tier

Key Concerns

Areas that may need attention

  • - Margin Compression: Bottom 7.4% in tier
  • - Credit Quality Pressure: Bottom 13.8% in tier
  • - Shrinking Wallet Share: Bottom 38.2% in tier
  • - Liquidity Overhang: Bottom 88.1% in tier
  • - Delinquency rate 0.45% above tier average
  • - Average Member Relationship (AMR): Bottom 1.9% in tier
  • - AMR Growth Rate: Bottom 6.3% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 8.8% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (NY) National Avg Tier Percentile
Members 21,094
+6.6% YoY+1.6% QoQ
+5.7K 15,437
-2.9% YoY
26,134
+5.1% YoY
33,374
+5.7% YoY
79%
Assets $162.3M
+7.2% YoY+2.4% QoQ
$-69.6M $231.9M
+1.3% YoY
$482.3M
+7.4% YoY
$561.6M
+9.7% YoY
36%
Loans $116.6M
-1.0% YoY-1.2% QoQ
$-30.8M $147.3M
-0.1% YoY
$324.6M
+7.8% YoY
$397.0M
+8.8% YoY
46%
Deposits $135.1M
+6.5% YoY+2.5% QoQ
$-65.7M $200.8M
+0.8% YoY
$411.3M
+7.7% YoY
$477.3M
+9.7% YoY
33%

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ROA 1.6%
-20.1% YoY+7.6% QoQ
+0.9% 0.8%
+18.2% YoY
0.7%
+147.7% YoY
0.7%
+15.9% YoY
Top 8.1% in tier
NIM 5.5%
+6.5% YoY+1.5% QoQ
+1.9% 3.6%
+6.7% YoY
3.6%
+4.1% YoY
3.8%
+5.1% YoY
Top 0.7% in tier
Efficiency Ratio 66.8%
-2.8% YoY-5.6% QoQ
-10.2% 77.0%
-3.1% YoY
80.7%
-3.4% YoY
79.7%
-3.3% YoY
18%
Delinquency Rate 1.3%
+77.6% YoY+46.7% QoQ
+0.5 0.9%
+4.2% YoY
1.6%
-19.7% YoY
1.3%
-2.1% YoY
82%
Loan To Share 86.3%
-7.1% YoY-3.6% QoQ
+14.0% 72.2%
-1.1% YoY
60.4%
-2.5% YoY
67.4%
-1.7% YoY
77%
AMR $11,933
-3.5% YoY-0.8% QoQ
$-13K $24,676
+3.4% YoY
$19,178
-21.9% YoY
$19,687
+2.0% YoY
Bottom 1.8% in tier
CD Concentration 22.7%
+1.7% YoY-19.8% QoQ
-1.8% 24.4% 16.3% 19.8% 50%
Indirect Auto % 0.0% -13.8% 13.8% 2.6% 7.8% 50%

Signature Analysis

Strengths (3)

Organic Growth Engine

growth
#5 of 595 • Top 0.7% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 6.58%
(Tier: 0.69%, National: 4.32%)
better than tier avg
Return on Assets: 1.61%
(Tier: 0.75%, National: 0.67%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.79%, National: 7.78%)
better than tier avg
595 of 1069 Mid-Small & Community CUs have this signature | 913 nationally
→ No prior data (595 CUs now) | New qualifier

Emerging Performer

growth
#7 of 182 • Top 3.3% 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: 1.61%
(Tier: 0.75%, National: 0.67%)
better than tier avg
Member Growth (YoY): 6.58%
(Tier: 0.69%, National: 4.32%)
better than tier avg
182 of 1069 Mid-Small & Community CUs have this signature | 282 nationally
→ No prior data (182 CUs now) | New qualifier

Organic Growth Leader

growth
#57 of 426 • Top 13.2% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<20%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 6.58%
(Tier: 0.69%, National: 4.32%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.79%, National: 7.78%)
better than tier avg
426 of 1069 Mid-Small & Community CUs have this signature | 609 nationally
→ No prior data (426 CUs now) | New qualifier

Concerns (4)

Margin Compression

decline
#10 of 123 • Bottom 7.4% in tier

Profitability above 0.75% ROA but margins eroding by at least 0.10%. Something changed - rising costs or falling yields need addressing.

Why This Signature
Return on Assets: 1.61%
(Tier: 0.75%, National: 0.67%)
but better than tier avg
ROA (Prior Year): 2.02%
(Tier: 0.63%, National: 0.62%)
but better than tier avg
ROA Change (YoY): -0.41% points
(Tier: 0.11% points, National: 0.02% points)
worse than tier avg
123 of 1069 Mid-Small & Community CUs have this signature | 145 nationally
→ No prior data (123 CUs now) | New qualifier

Credit Quality Pressure

risk
#98 of 705 • Bottom 13.8% in tier

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

Why This Signature
Delinquency Change (YoY): 0.59% points
(Tier: 0.03% points, National: 0.06% points)
worse than tier avg
705 of 1069 Mid-Small & Community CUs have this signature | 969 nationally
↓ Shrinking -150 CUs YoY | New qualifier

Shrinking Wallet Share

decline
#80 of 208 • Bottom 38.2% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -3.49%
(Tier: 4.17%, National: 4.00%)
worse than tier avg
208 of 1069 Mid-Small & Community CUs have this signature | 303 nationally
↓ Shrinking -190 CUs YoY | New qualifier

Liquidity Overhang

risk
#119 of 135 • Bottom 88.1% in tier

Exceptional capital position (>16%, top quartile). Strong fundamentals—opportunity to deploy capital more productively.

Why This Signature
Net Worth Ratio: 16.93%
(Tier: 11.97%, National: 14.49%)
but better than tier avg
Loan-to-Share Ratio: 86.26%
(Tier: 74.08%, National: 67.44%)
but better than tier avg
135 of 1069 Mid-Small & Community CUs have this signature | 155 nationally
↑ Growing +17 CUs YoY | Rank worsening

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 1069 peers in tier

Top Strengths (9 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: -
#1 of 1069 Top 0.0% in 100M-500M tier
8
Net Interest Margin (NIM)
profitability
Value: 5.53%
Peer Median: -
#8 of 1069 Top 0.7% in 100M-500M tier
61
First Mortgage Concentration (%)
balance_sheet
Value: 4.96%
Peer Median: -
#61 of 1069 Top 5.6% in 100M-500M tier
66
Member Growth Rate
growth
Value: 6.58%
Peer Median: -
#66 of 1069 Top 6.1% in 100M-500M tier
84
Net Worth Ratio
risk
Value: 16.93%
Peer Median: -
#84 of 1069 Top 7.8% in 100M-500M tier
87
Return on Assets (ROA)
profitability
Value: 1.61%
Peer Median: -
#87 of 1069 Top 8.0% in 100M-500M tier
191
Efficiency Ratio
profitability
Value: 66.78%
Peer Median: -
#191 of 1069 Top 17.8% in 100M-500M tier
228
Total Members
engagement
Value: 21,094
Peer Median: -
#228 of 1069 Top 21.2% in 100M-500M tier
249
Loan-to-Share Ratio
balance_sheet
Value: 86.26%
Peer Median: -
#249 of 1069 Top 23.2% in 100M-500M tier

Top Weaknesses (5 metrics)

1050
Average Member Relationship (AMR)
engagement
Value: $11,933
Peer Median: -
#1050 of 1069 Bottom 1.9% in 100M-500M tier
1003
AMR Growth Rate
growth
Value: -3.49%
Peer Median: -
#1003 of 1069 Bottom 6.3% in 100M-500M tier
976
Loan-to-Member Ratio (LMR)
engagement
Value: $5,527
Peer Median: -
#976 of 1069 Bottom 8.8% in 100M-500M tier
875
Total Delinquency Rate (60+ days)
risk
Value: 1.35%
Peer Median: -
#875 of 1069 Bottom 18.2% in 100M-500M tier
854
Net Charge-Off Rate
risk
Value: 0.69%
Peer Median: -
#854 of 1069 Bottom 20.2% in 100M-500M tier
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