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BlastPoint's Credit Union Scorecard

SOUTHERN CHAUTAUQUA

Charter #9107 · NY

100M-500M
1024 CUs in 100M-500M nationally 55 in NY

SOUTHERN CHAUTAUQUA has 8 strengths but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 50.0% in tier
  • + Emerging Performer: Top 50.0% in tier
  • + Organic Growth Leader: Top 50.0% in tier
  • + ROA 0.74% above tier average
  • + Net Interest Margin 1.07% above tier average
  • + Strong member growth: 5.5% YoY
  • + First Mortgage Concentration (%): Top 5.6% in tier
  • + Net Worth Ratio: Top 6.7% in tier

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 50.0% in tier
  • - Shrinking Wallet Share: Bottom 50.0% in tier
  • - Liquidity Overhang: Bottom 50.0% in tier
  • - Delinquency rate 0.73% above tier average
  • - Average Member Relationship (AMR): Bottom 1.3% in tier
  • - AMR Growth Rate: Bottom 3.6% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 8.1% 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 55 that size in New York.
  • Shares and deposits +0.1% year over year ($135M in shares and deposits).
  • Membership: 21,498 members, +5.5% vs a year ago.
  • Delinquency rate 1.61%.
  • Return on assets 1.60%.
  • Efficiency ratio 75.28% vs a 76.73% peer average.
  • Loan-to-share ratio 85.93% 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 (NY) National Avg Tier Percentile
Members 21,498
+5.5% YoY+0.7% QoQ
+6.3K 15,168
-2.6% YoY
27,051
+5.9% YoY
34,678
+6.6% YoY
81%
Assets $163.1M
+1.3% YoY-1.9% QoQ
$-68.9M $232.0M
+0.7% YoY
$505.5M
+8.1% YoY
$593.1M
+10.2% YoY
36%
Loans $115.8M
-1.7% YoY+0.7% QoQ
$-30.5M $146.3M
+0.2% YoY
$338.7M
+9.1% YoY
$418.6M
+10.1% YoY
46%
Deposits $134.8M
+0.1% YoY-2.8% QoQ
$-65.9M $200.7M
+0.2% YoY
$431.4M
+8.2% YoY
$504.8M
+10.3% YoY
32%

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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 1.6%
+22.1% YoY-36.5% QoQ
+0.7% 0.9%
+12.5% YoY
1.2%
+60.1% YoY
1.2%
+121.4% YoY
Top 10.2% in tier
NIM 4.8%
-8.0% YoY-16.2% QoQ
+1.1% 3.7%
+4.5% YoY
3.6%
-0.3% YoY
3.8%
+2.3% YoY
Top 6.5% in tier
Efficiency Ratio 75.3%
-0.3% YoY+5.1% QoQ
-1.4% 76.7%
-0.8% YoY
80.5%
+0.8% YoY
83.0%
-5.3% YoY
42%
Delinquency Rate 1.6%
+206.8% YoY-8.1% QoQ
+0.7 0.9%
+6.6% YoY
1.7%
-18.0% YoY
1.3%
+2.6% YoY
Bottom 11.7% in tier
Loan To Share 85.9%
-1.8% YoY+3.7% QoQ
+14.4% 71.5%
-0.3% YoY
59.8%
-1.2% YoY
66.4%
-1.4% YoY
78%
AMR $11,656
-6.0% YoY-1.9% QoQ
$-13K $25,107
+3.2% YoY
$19,620
+2.7% YoY
$20,028
-0.9% YoY
Bottom 1.2% in tier
CD Concentration 20.7%
+0.7% YoY-5.8% QoQ
-3.8% 24.6% 16.4% 20.0% 50%
Indirect Auto % 0.0% -13.6% 13.6% 2.7% 7.7% 50%

Signature Analysis

Strengths (3)

Organic Growth Engine

growth
#18 of 344 • Top 50.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 5.55%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Return on Assets: 1.60%
(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

Emerging Performer

growth
#10 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: 1.60%
(Tier: 0.85%, National: 1.23%)
better than tier avg
Member Growth (YoY): 5.55%
(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

Organic Growth Leader

growth
#58 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): 5.55%
(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

Concerns (3)

Credit Quality Pressure

risk
#40 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): 1.09% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
693 of 1024 Mid-Small & Community CUs have this signature | 962 nationally
↓ Shrinking -83 CUs YoY | New qualifier

Shrinking Wallet Share

decline
#43 of 223 • Bottom 50.0% in tier

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

Why This Signature
AMR Growth (YoY): -6.00%
(Tier: 3.97%, National: 35.20%)
worse than tier avg
223 of 1024 Mid-Small & Community CUs have this signature | 308 nationally
↓ Shrinking -61 CUs YoY | Rank improving

Liquidity Overhang

risk
#110 of 130 • Bottom 50.0% in tier

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

Why This Signature
Net Worth Ratio: 17.58%
(Tier: 12.53%, National: 14.66%)
but better than tier avg
Loan-to-Share Ratio: 85.93%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
130 of 1024 Mid-Small & Community CUs have this signature | 148 nationally
↑ Growing +7 CUs YoY | Rank improving

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 (8 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 6.15%
#1 of 1024 Top 0.1% in 100M-500M tier
58
First Mortgage Concentration (%)
balance_sheet
Value: 5.27%
Peer Median: 29.92%
#58 of 1024 Top 5.6% in 100M-500M tier
67
Net Interest Margin (NIM)
profitability
Value: 4.76%
Peer Median: 3.67%
#67 of 1024 Top 6.4% in 100M-500M tier
70
Net Worth Ratio
risk
Value: 17.58%
Peer Median: 11.71%
#70 of 1024 Top 6.7% in 100M-500M tier
84
Member Growth Rate
growth
Value: 5.55%
Peer Median: -0.03%
#84 of 1024 Top 8.1% in 100M-500M tier
104
Return on Assets (ROA)
profitability
Value: 1.60%
Peer Median: 0.75%
#104 of 1024 Top 10.1% in 100M-500M tier
192
Total Members
engagement
Value: 21,498
Peer Median: 13,128
#192 of 1024 Top 18.7% in 100M-500M tier
227
Loan-to-Share Ratio
balance_sheet
Value: 85.93%
Peer Median: 73.07%
#227 of 1024 Top 22.1% in 100M-500M tier

Top Weaknesses (8 metrics)

1012
Average Member Relationship (AMR)
engagement
Value: $11,656
Peer Median: $23,006
#1012 of 1024 Bottom 1.3% in 100M-500M tier
988
AMR Growth Rate
growth
Value: -6.00%
Peer Median: 3.53%
#988 of 1024 Bottom 3.6% in 100M-500M tier
942
Loan-to-Member Ratio (LMR)
engagement
Value: $5,387
Peer Median: $9,434
#942 of 1024 Bottom 8.1% in 100M-500M tier
905
Total Delinquency Rate (60+ days)
risk
Value: 1.61%
Peer Median: 0.71%
#905 of 1024 Bottom 11.7% in 100M-500M tier
813
Deposit Growth Rate
growth
Value: 0.05%
Peer Median: 3.58%
#813 of 1024 Bottom 20.7% in 100M-500M tier
808
Members Per Employee (MPE)
engagement
Value: 252.918
Peer Median: 310.924
#808 of 1024 Bottom 21.2% in 100M-500M tier
793
Loan Growth Rate
growth
Value: -1.74%
Peer Median: 3.02%
#793 of 1024 Bottom 22.7% in 100M-500M tier
780
Net Charge-Off Rate
risk
Value: 0.63%
Peer Median: 0.34%
#780 of 1024 Bottom 23.9% in 100M-500M tier
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