LISBON COMMUNITY

Charter #13190 | ME

100M-500M (1077 CUs) Micro
33 100M-500M in ME

LISBON COMMUNITY has 7 strengths but faces 2 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Emerging Performer: Top 13.7% in tier
  • + Relationship Depth Leader: Top 17.2% in tier
  • + Wallet Share Momentum: Top 22.7% in tier
  • + Organic Growth Engine: Top 23.2% in tier
  • + Organic Growth Leader: Top 27.6% in tier
  • + ROA 0.04% above tier average
  • + Indirect Auto Concentration (%): Top 0.0% in tier

Key Concerns

Areas that may need attention

  • - Cost Spiral: Bottom 23.0% in tier
  • - Margin Compression: Bottom 25.3% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (ME) National Avg Tier Percentile
Members 10,421
+1.0% YoY+0.5% QoQ
-5.2K 15,628
-3.4% YoY
15,972
+1.7% YoY
33,089
+6.1% YoY
32nd in tier
Assets $203.2M
+6.5% YoY+0.9% QoQ
$-28.1M $231.3M
-0.0% YoY
$270.6M
+5.7% YoY
$547.7M
+7.8% YoY
52nd in tier
Loans $99.4M
+1.8% YoY+1.4% QoQ
$-48.4M $147.8M
-1.4% YoY
$188.4M
+4.5% YoY
$388.7M
+8.6% YoY
34th in tier
Deposits $179.8M
+6.4% YoY+0.8% QoQ
$-20.5M $200.3M
-0.0% YoY
$236.4M
+5.3% YoY
$464.6M
+9.3% YoY
53rd in tier
ROA 0.8%
-20.6% YoY-9.6% QoQ
+0.0% 0.8%
+15.5% YoY
0.9%
+6.3% YoY
0.7%
+273.4% YoY
55th in tier
NIM 3.2%
-1.3% YoY+1.2% QoQ
-0.4% 3.6%
+6.9% YoY
3.6%
+6.2% YoY
3.7%
+5.0% YoY
27th in tier
Efficiency Ratio 74.8%
+7.5% YoY+3.7% QoQ
-2.5% 77.3%
-3.0% YoY
76.0%
-2.1% YoY
79.1%
-3.3% YoY
41st in tier
Delinquency Rate 0.3%
-14.7% YoY+43.4% QoQ
-0.5 0.9%
+7.6% YoY
0.8%
+28.5% YoY
1.2%
-0.9% YoY
Bottom 19.8% in tier
Loan To Share 55.3%
-4.3% YoY+0.6% QoQ
-17.4% 72.7%
-1.5% YoY
75.4%
-1.4% YoY
68.0%
-1.7% YoY
Bottom 15.3% in tier
AMR $26,791
+3.6% YoY+0.5% QoQ
+$2K $24,363
+2.9% YoY
$25,292
+3.8% YoY
$19,418
+1.3% YoY
72nd in tier
CD Concentration 21.3%
+0.6% YoY-3.0% QoQ
-3.1% 24.4%
+4.2% YoY
25.0%
+4.9% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 0.0% -14.0% 14.0%
-5.8% YoY
15.8%
+6.7% YoY
7.9%
-2.9% YoY
50th in tier

Signature Analysis

Strengths (5)

Emerging Performer

growth
#257 of 627 • Top 13.7% in tier

Profitable credit union with positive returns. May represent growth potential worth exploring.

Why This Signature
Return on Assets: 0.83%
(Tier: 0.77%, National: 0.71%)
better than tier avg
Member Growth (YoY): 1.04%
(Tier: 0.88%, National: 9.37%)
better than tier avg
627 of 1077 Community CUs have this signature | 852 nationally
↑ Growing +13 CUs YoY | Rank worsening

Relationship Depth Leader

growth
#475 of 1006 • Top 17.2% in tier

Average member relationship growing year-over-year. Increasing engagement suggests members are consolidating more business here.

Why This Signature
AMR Growth (YoY): 3.60%
(Tier: 3.68%, National: 4.19%)
but worse than tier avg
Share Draft per Member: $3.0K
(Tier: $2.8K, National: $2.0K)
better than tier avg
1006 of 1077 Community CUs have this signature | 1330 nationally
↑ Growing +249 CUs YoY | Rank worsening

Wallet Share Momentum

growth
#626 of 1006 • Top 22.7% in tier

Average member relationship growing year-over-year. Members are deepening their engagement.

Why This Signature
AMR Growth (YoY): 3.60%
(Tier: 3.68%, National: 4.19%)
but worse than tier avg
1006 of 1077 Community CUs have this signature | 1330 nationally
↑ Growing +249 CUs YoY | Rank worsening

Organic Growth Engine

growth
#426 of 603 • Top 23.2% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 1.04%
(Tier: 0.88%, National: 9.37%)
better than tier avg
Return on Assets: 0.83%
(Tier: 0.77%, National: 0.71%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.96%, National: 7.90%)
better than tier avg
603 of 1077 Community CUs have this signature | 917 nationally
→ Stable (608→603 CUs) -5 CUs YoY | Rank worsening

Organic Growth Leader

growth
#365 of 430 • Top 27.6% in tier

Attracting members without relying on indirect channels. Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 1.04%
(Tier: 0.88%, National: 9.37%)
better than tier avg
430 of 1077 Community CUs have this signature | 608 nationally
↓ Shrinking -21 CUs YoY | Rank improving

Concerns (2)

Cost Spiral

risk
#57 of 62 • Bottom 23.0% in tier

Historically lean operator now seeing efficiency ratio rise significantly. Efficiency advantage eroding - early intervention critical.

Why This Signature
Efficiency Ratio Change: 5.19% points
(Tier: -2.84% points, National: -1.81% points)
worse than tier avg
Efficiency Ratio (Prior Year): -
(Tier: -, National: -)
Total Assets: $203.20M
(Tier: $231.30M, National: $547.69M)
worse than tier avg
62 of 1077 Community CUs have this signature | 80 nationally
↓ Shrinking -38 CUs YoY | Rank worsening

Margin Compression

decline
#107 of 136 • Bottom 25.3% in tier

Strong profitability track record but margins eroding. Something changed - rising costs or falling yields need addressing.

Why This Signature
Return on Assets: 0.83%
(Tier: 0.77%, National: 0.71%)
but better than tier avg
ROA Change (YoY): -0.22% points
(Tier: 0.11% points, National: 0.05% points)
worse than tier avg
Total Assets: $203.20M
(Tier: $231.30M, National: $547.69M)
worse than tier avg
136 of 1077 Community CUs have this signature | 169 nationally
↓ Shrinking -43 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 1077 peers in tier

Top Strengths (2 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 13.34%
#1 of 1077 Top 0.0% in 100M-500M tier
214
Total Delinquency Rate (60+ days)
risk
Value: 0.32%
Peer Avg: 0.86%
#214 of 1077 Top 19.8% in 100M-500M tier

Top Weaknesses (2 metrics)

912
Loan-to-Share Ratio
balance_sheet
Value: 55.29%
Peer Avg: 72.70%
#912 of 1077 Bottom 15.4% in 100M-500M tier
899
First Mortgage Concentration (%)
balance_sheet
Value: 47.48%
Peer Avg: 30.43%
#899 of 1077 Bottom 16.6% in 100M-500M tier