BauerFinancial, Inc., Coral Gables, FL 33134 1.800.388.6686 www.bauerfinancial.com
Credit Union Custom Report Sample
This report was compiled from data for the period noted, as reported to federal regulators. The data obtained from these sources is consistently reliable, although; the accuracy and completeness of the data cannot be guaranteed by BauerFinancial, Inc.
BauerFinancial relies upon this data in its judgment and in rendering its opinion (e.g. determination of star ratings) as well as supplying the data fields incorporated herein. BauerFinancial, Inc. is not a financial advisor; it is an independent bank research firm.
Report generated on xx/xx/xxxx based on data as of {current date here} - amounts in millions (i.e. 1.234 = $1 million, 234 thousand)
Data herein is intended for the recipient's use; it may not be re-published in any form. All rights reserved by BauerFinancial, Inc. PO Box 143520, Coral Gables, FL 33134
Definitions: Star Rating - BauerFinancial's Proprietary Star Rating based on a Zero to 5-Star scale. (5=Superior, 4=Excellent, 3=Good, 3=Adequate, 2 and below on problem list)
Nonperforming Loans - Loans past due 60 days or more
Nonperforming Assets - Loans past due 60 days or more + Repossessed Assets
        CAPITAL / LIQUIDITY   PROFITABILITY   ASSET / LOAN COMPOSITIONS & SIZING   ASSET / LOAN COMPOSITION       TROUBLED REAL ESTATE          
NCUA Charter # Credit Union Name Web Site Address City State Zip Telephone Full CEO Name Salutation First Middle Last Title Current Star- Rating Previous Quarter Star-Rating Capital Ratio Regulatory Capital Classification Loan to Deposit Ratio Net Income for the Quarter Noted YTD Net Income Previous Calendar Year Net Income Loans Capital Assets Repossessed Assets Loans Past Due 2 months or more Unsecured Loans % Loans New Auto Loans % Loans Used Auto Loans % Loans First Mortgage RE Loans % Loans Other RE Loans % Loans All Other Loans to Members % Loans Other Loans % Loans Repossessed Assets % Capital Delinquent Loans % Capital Nonperforming Assets % Capital Nonperforming Assets % Total Assets Delinquent Loans % Total Loans Net YTD Chargeoffs Annualized % Average Loans Loan Loss Reserve % Total Loans
22222 Credit Union Name Link to Credit Union's web site here Address City State 33134-0587 (555)555-5555 Ms Jane Doe, President Ms First Name M.I. Last Name President ** *** 8.034 WELL_CAP 68.832 0.062 0.110 0.185 157.948 20.496 282.477 0.430 10.452 14.19 27.18 40.41 3.40 0.18 0.99 13.60 2.100 51.000 48.830 3.852 6.620 0.940 1.240
33333 Credit Union Name Link to Credit Union's web site here Address City State 33134-0587 (555)555-5555 Mr. John Doe, President Mr. First Name M.I. Last Name CEO **** **** 10.702 WELL_CAP 79.962 -0.010 0.002 0.081 675.983 124.603 1,010.445 0.635 14.199 14.19 27.18 40.41 3.40 0.18 0.99 13.60 0.510 11.400 16.610 1.468 2.100 0.700 1.890
44444 Credit Union Name Link to Credit Union's web site here Address City State 33134-0587 (555)555-5555 Ms Jane Doe, President Ms First Name M.I. Last Name CEO **** *** 8.370 WELL_CAP 93.628 0.204 0.198 0.302 237.715 26.267 309.496 0.612 2.841 14.19 27.18 40.41 3.40 0.18 0.99 13.60 2.330 10.820 11.780 1.116 1.200 0.290 1.280
55555 Credit Union Name Link to Credit Union's web site here Address City State 33134-0587 (555)555-5555 Mr. John Doe, President Mr. First Name M.I. Last Name CEO *** *** 8.200 WELL_CAP 91.492 0.099 0.302 0.417 168.615 16.350 202.180 0.914 6.480 14.19 27.18 40.41 3.40 0.18 0.99 13.60 5.590 39.630 37.410 3.657 3.840 1.030 2.030