BlastPoint's Credit Union Scorecard

LIBERTY

Charter #1682 · IN

Mid-Market 3B-5B
76 CUs in 3B-5B nationally 2 in IN
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LIBERTY has 9 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 12.6% in tier
  • + Organic Growth Leader: Top 29.6% in tier
  • + Wallet Share Momentum: Top 44.4% in tier
  • + Profitability Leader: Top 51.1% in tier
  • + Credit Quality Leader: Top 54.3% in tier
  • + ROA 0.50% above tier average
  • + Fee Income Per Member: Top 1.3% in tier
  • + Net Charge-Off Rate: Top 3.9% in tier
  • + AMR Growth Rate: Top 9.2% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 10.7% in tier
  • - Credit Risk Growth: Bottom 20.9% in tier
  • - Credit Quality Pressure: Bottom 23.0% in tier
  • - Net Interest Margin (NIM): Bottom 6.6% in tier
  • - First Mortgage Concentration (%): Bottom 9.2% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (IN) National Avg Tier Percentile
Members 258,276
+1.4% YoY+1.1% QoQ
+19.8K 238,465
+0.6% YoY
22,637
+3.1% YoY
33,089
+6.1% YoY
64%
Assets $4.5B
+8.5% YoY+2.8% QoQ
+$538.9M $4.0B
-0.1% YoY
$383.9M
+8.8% YoY
$547.7M
+7.8% YoY
78%
Loans $3.3B
+8.1% YoY+2.9% QoQ
+$291.0M $3.0B
+3.3% YoY
$276.9M
+7.4% YoY
$388.7M
+8.6% YoY
67%
Deposits $3.3B
+11.4% YoY+3.3% QoQ
$-23.0M $3.3B
+1.1% YoY
$323.0M
+10.5% YoY
$464.6M
+9.3% YoY
50%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.2%
+29.0% YoY+15.0% QoQ
+0.5% 0.7%
+5.3% YoY
0.9%
+24.5% YoY
0.7%
+273.4% YoY
80%
NIM 2.2%
+15.7% YoY+2.7% QoQ
-1.0% 3.2%
+13.7% YoY
3.8%
+8.0% YoY
3.7%
+5.0% YoY
Bottom 5.3% in tier
Efficiency Ratio 70.6%
-4.1% YoY-3.2% QoQ
-0.6% 71.3%
-0.6% YoY
77.7%
-3.5% YoY
79.1%
-3.3% YoY
51%
Delinquency Rate 0.3%
+13.1% YoY-5.4% QoQ
-0.5 0.8%
+15.9% YoY
1.3%
+19.3% YoY
1.2%
-0.9% YoY
Bottom 14.5% in tier
Loan To Share 100.0%
-2.9% YoY-0.4% QoQ
+9.1% 90.8%
+2.0% YoY
69.6%
-2.1% YoY
68.0%
-1.7% YoY
75%
AMR $25,632
+8.2% YoY+2.0% QoQ
$-3K $29,088
+0.1% YoY
$18,326
+4.3% YoY
$19,418
+1.3% YoY
36%
CD Concentration 43.0%
+14.9% YoY+4.8% QoQ
+14.1% 29.0%
+0.7% YoY
19.0%
+9.9% YoY
19.6%
+6.2% YoY
Top 7.6% in tier
Indirect Auto % 3.2%
-16.1% YoY-10.7% QoQ
-15.6% 18.8%
-3.0% YoY
11.0%
-3.5% YoY
7.9%
-2.9% YoY
22%

Signature Analysis

Strengths (5)

Organic Growth Engine

growth
#92 of 246 • Top 12.6% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 1.38%
(Tier: 3.18%, National: 9.37%)
but worse than tier avg
Return on Assets: 1.25%
(Tier: 0.71%, National: 0.71%)
better than tier avg
Indirect Auto %: 3.18%
(Tier: 18.77%, National: 7.90%)
better than tier avg
246 of 380 Mid-Market CUs have this signature | 917 nationally
↑ Growing +14 CUs YoY | New qualifier

Organic Growth Leader

growth
#117 of 138 • Top 29.6% in tier

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

Why This Signature
Member Growth (YoY): 1.38%
(Tier: 3.18%, National: 9.37%)
but worse than tier avg
Indirect Auto %: 3.18%
(Tier: 18.77%, National: 7.90%)
better than tier avg
138 of 380 Mid-Market CUs have this signature | 608 nationally
↑ Growing +11 CUs YoY | New qualifier

Wallet Share Momentum

growth
#52 of 116 • Top 44.4% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 8.22%
(Tier: 3.04%, National: 4.19%)
better than tier avg
116 of 380 Mid-Market CUs have this signature | 620 nationally
↑ Growing +38 CUs YoY | New qualifier

Profitability Leader

growth
#49 of 95 • Top 51.1% in tier

Top-tier profitability (ROA in top 25% of peer group). Strong fundamentals and operational efficiency.

Why This Signature
Return on Assets: 1.25%
(Tier: 0.71%, National: 0.71%)
better than tier avg
ROA Change (YoY): 0.28% points
(Tier: 0.07% points, National: 0.05% points)
better than tier avg
95 of 380 Mid-Market CUs have this signature | 457 nationally
→ Stable (93→95 CUs) +2 CUs YoY | Rank improving

Credit Quality Leader

growth
#52 of 95 • Top 54.3% in tier

Best-in-class credit quality (delinquency in bottom 25% of peer group). Conservative underwriting paying off.

Why This Signature
Delinquency Rate: 0.30%
(Tier: 0.83%, National: 1.23%)
better than tier avg
Delinquency Change (YoY): 0.03% points
(Tier: 0.07% points, National: 0.07% points)
better than tier avg
95 of 380 Mid-Market CUs have this signature | 457 nationally
→ Stable (93→95 CUs) +2 CUs YoY | Rank worsening

Concerns (3)

Liquidity Strain

risk
#57 of 183 • Bottom 10.7% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 99.99%
(Tier: 86.32%, National: 67.96%)
but better than tier avg
Loan Growth (YoY): 8.10%
(Tier: 6.14%, National: 36.38%)
but better than tier avg
183 of 380 Mid-Market CUs have this signature | 484 nationally
↑ Growing +10 CUs YoY | Rank worsening

Credit Risk Growth

risk
#117 of 161 • Bottom 20.9% in tier

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

Why This Signature
Loan Growth (YoY): 8.10%
(Tier: 6.14%, National: 36.38%)
but better than tier avg
Delinquency Change (YoY): 0.03% points
(Tier: 0.07% points, National: 0.07% points)
but better than tier avg
161 of 380 Mid-Market CUs have this signature | 646 nationally
↓ Shrinking -30 CUs YoY | New qualifier

Credit Quality Pressure

risk
#177 of 217 • Bottom 23.0% in tier

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

Why This Signature
Delinquency Change (YoY): 0.03% points
(Tier: 0.07% points, National: 0.07% points)
but better than tier avg
217 of 380 Mid-Market CUs have this signature | 1002 nationally
↓ Shrinking -70 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 76 peers in tier

Top Strengths (10 metrics)

2
Fee Income Per Member
profitability
Value: $414.86
Peer Avg: -
#2 of 76 Top 1.3% in 3B-5B tier
4
Net Charge-Off Rate
risk
Value: 0.11%
Peer Avg: -
#4 of 76 Top 3.9% in 3B-5B tier
8
AMR Growth Rate
growth
Value: 8.22%
Peer Avg: -
#8 of 76 Top 9.2% in 3B-5B tier
11
Indirect Auto Concentration (%)
balance_sheet
Value: 3.18%
Peer Avg: -
#11 of 76 Top 13.2% in 3B-5B tier
12
Deposit Growth Rate
growth
Value: 11.38%
Peer Avg: -
#12 of 76 Top 14.5% in 3B-5B tier
12
Total Delinquency Rate (60+ days)
risk
Value: 0.30%
Peer Avg: -
#12 of 76 Top 14.5% in 3B-5B tier
15
Return on Assets (ROA)
profitability
Value: 1.25%
Peer Avg: -
#15 of 76 Top 18.4% in 3B-5B tier
17
Total Assets
balance_sheet
Value: $4.51B
Peer Avg: -
#17 of 76 Top 21.1% in 3B-5B tier
19
Asset Growth Rate
growth
Value: 8.47%
Peer Avg: -
#19 of 76 Top 23.7% in 3B-5B tier
19
Loan-to-Share Ratio
balance_sheet
Value: 99.99%
Peer Avg: -
#19 of 76 Top 23.7% in 3B-5B tier

Top Weaknesses (4 metrics)

72
Net Interest Margin (NIM)
profitability
Value: 2.16%
Peer Avg: -
#72 of 76 Bottom 6.6% in 3B-5B tier
70
First Mortgage Concentration (%)
balance_sheet
Value: 57.34%
Peer Avg: -
#70 of 76 Bottom 9.2% in 3B-5B tier
69
Members Per Employee (MPE)
engagement
Value: 289.547
Peer Avg: -
#69 of 76 Bottom 10.5% in 3B-5B tier
66
Share Certificate Concentration (%)
balance_sheet
Value: 43.05%
Peer Avg: -
#66 of 76 Bottom 14.5% in 3B-5B tier
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