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 7 strengths but faces 4 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 15.0% in tier
  • + Wallet Share Momentum: Top 47.5% in tier
  • + Organic Growth Leader: Top 62.4% in tier
  • + ROA 0.62% above tier average
  • + Fee Income Per Member: Top 0.0% in tier
  • + Net Charge-Off Rate: Top 2.6% in tier
  • + Loan-to-Share Ratio: Top 5.3% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 3.0% in tier
  • - Credit Risk Growth: Bottom 35.6% in tier
  • - Credit Quality Pressure: Bottom 71.0% in tier
  • - Net Interest Margin (NIM): Bottom 6.6% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (IN) National Avg Tier Percentile
Members 260,398
+2.7% YoY+0.8% QoQ
+30.0K 230,353
-2.9% YoY
22,624
+3.2% YoY
33,374
+5.7% YoY
70%
Assets $4.6B
+8.3% YoY+1.3% QoQ
+$628.0M $3.9B
+0.3% YoY
$390.3M
+10.1% YoY
$561.6M
+9.7% YoY
79%
Loans $3.6B
+12.1% YoY+8.1% QoQ
+$643.1M $2.9B
-0.2% YoY
$281.2M
+8.6% YoY
$397.0M
+8.8% YoY
Top 14.5% in tier
Deposits $3.3B
+10.3% YoY+1.1% QoQ
+$35.5M $3.3B
-0.3% YoY
$327.7M
+9.9% YoY
$477.3M
+9.7% YoY
50%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.3%
+38.1% YoY+7.4% QoQ
+0.6% 0.7%
+16.8% YoY
0.9%
+52.7% YoY
0.7%
+15.9% YoY
Top 9.2% in tier
NIM 2.2%
+17.3% YoY+1.5% QoQ
-0.9% 3.1%
+9.8% YoY
3.9%
+8.6% YoY
3.8%
+5.1% YoY
Bottom 5.3% in tier
Efficiency Ratio 69.2%
-6.0% YoY-2.0% QoQ
-2.2% 71.4%
-1.4% YoY
78.1%
-3.9% YoY
79.7%
-3.3% YoY
49%
Delinquency Rate 0.3%
+29.8% YoY+13.6% QoQ
-0.5 0.9%
+5.8% YoY
1.3%
+9.0% YoY
1.3%
-2.1% YoY
Bottom 13.2% in tier
Loan To Share 106.9%
+1.6% YoY+6.9% QoQ
+18.0% 88.9%
-0.2% YoY
69.9%
+0.6% YoY
67.4%
-1.7% YoY
Top 6.6% in tier
AMR $26,592
+8.3% YoY+3.7% QoQ
$-3K $29,682
+1.5% YoY
$18,520
+5.2% YoY
$19,687
+2.0% YoY
37%
CD Concentration 43.2%
+9.6% YoY+0.3% QoQ
+14.1% 29.0% 19.3% 19.8% Top 7.7% in tier
Indirect Auto % 3.0%
-24.1% YoY-6.0% QoQ
-15.3% 18.3% 10.7% 7.8% 21%

Signature Analysis

Strengths (3)

Organic Growth Engine

growth
#38 of 247 • Top 15.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 2.71%
(Tier: 3.43%, National: 4.32%)
but worse than tier avg
Return on Assets: 1.34%
(Tier: 0.69%, National: 0.67%)
better than tier avg
Indirect Auto %: 2.99%
(Tier: 18.31%, National: 7.78%)
better than tier avg
247 of 378 Mid-Market CUs have this signature | 913 nationally
→ No prior data (247 CUs now) | New qualifier

Wallet Share Momentum

growth
#59 of 123 • Top 47.5% in tier

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

Why This Signature
AMR Growth (YoY): 8.25%
(Tier: 3.31%, National: 4.00%)
better than tier avg
123 of 378 Mid-Market CUs have this signature | 662 nationally
↑ Growing +38 CUs YoY | Rank improving

Organic Growth Leader

growth
#89 of 142 • Top 62.4% in tier

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

Why This Signature
Member Growth (YoY): 2.71%
(Tier: 3.43%, National: 4.32%)
but worse than tier avg
Indirect Auto %: 2.99%
(Tier: 18.31%, National: 7.78%)
better than tier avg
142 of 378 Mid-Market CUs have this signature | 609 nationally
→ No prior data (142 CUs now) | New qualifier

Concerns (3)

Liquidity Strain

risk
#6 of 166 • Bottom 3.0% in tier

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

Why This Signature
Loan-to-Share Ratio: 106.93%
(Tier: 85.73%, National: 67.44%)
but better than tier avg
Loan Growth (YoY): 12.06%
(Tier: 6.38%, National: 111.96%)
but better than tier avg
166 of 378 Mid-Market CUs have this signature | 439 nationally
↓ Shrinking -7 CUs YoY | Rank improving

Credit Risk Growth

risk
#59 of 164 • Bottom 35.6% in tier

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

Why This Signature
Loan Growth (YoY): 12.06%
(Tier: 6.38%, National: 111.96%)
but better than tier avg
Delinquency Change (YoY): 0.08% points
(Tier: 0.06% points, National: 0.06% points)
worse than tier avg
164 of 378 Mid-Market CUs have this signature | 665 nationally
→ No prior data (164 CUs now) | New qualifier

Credit Quality Pressure

risk
#150 of 211 • Bottom 71.0% in tier

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

Why This Signature
Delinquency Change (YoY): 0.08% points
(Tier: 0.06% points, National: 0.06% points)
worse than tier avg
211 of 378 Mid-Market CUs have this signature | 969 nationally
↓ Shrinking -59 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 (11 metrics)

1
Fee Income Per Member
profitability
Value: $431.19
Peer Median: -
#1 of 76 Top 0.0% in 3B-5B tier
3
Net Charge-Off Rate
risk
Value: 0.10%
Peer Median: -
#3 of 76 Top 2.6% in 3B-5B tier
5
Loan-to-Share Ratio
balance_sheet
Value: 106.93%
Peer Median: -
#5 of 76 Top 5.3% in 3B-5B tier
7
Return on Assets (ROA)
profitability
Value: 1.34%
Peer Median: -
#7 of 76 Top 7.9% in 3B-5B tier
10
Indirect Auto Concentration (%)
balance_sheet
Value: 2.99%
Peer Median: -
#10 of 76 Top 11.8% in 3B-5B tier
11
Total Delinquency Rate (60+ days)
risk
Value: 0.34%
Peer Median: -
#11 of 76 Top 13.2% in 3B-5B tier
11
Total Loans
balance_sheet
Value: $3.58B
Peer Median: -
#11 of 76 Top 13.2% in 3B-5B tier
14
AMR Growth Rate
growth
Value: 8.25%
Peer Median: -
#14 of 76 Top 17.1% in 3B-5B tier
15
Loan Growth Rate
growth
Value: 12.06%
Peer Median: -
#15 of 76 Top 18.4% in 3B-5B tier
16
Total Assets
balance_sheet
Value: $4.57B
Peer Median: -
#16 of 76 Top 19.7% in 3B-5B tier

Top Weaknesses (4 metrics)

72
Net Interest Margin (NIM)
profitability
Value: 2.19%
Peer Median: -
#72 of 76 Bottom 6.6% in 3B-5B tier
67
Share Certificate Concentration (%)
balance_sheet
Value: 43.17%
Peer Median: -
#67 of 76 Bottom 13.2% in 3B-5B tier
66
First Mortgage Concentration (%)
balance_sheet
Value: 52.34%
Peer Median: -
#66 of 76 Bottom 14.5% in 3B-5B tier
66
Members Per Employee (MPE)
engagement
Value: 294.901
Peer Median: -
#66 of 76 Bottom 14.5% in 3B-5B tier
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