BlastPoint's Credit Union Scorecard

ALTRA

Charter #24077 · WI

Mid-Market 3B-5B
76 CUs in 3B-5B nationally 5 in WI
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ALTRA has 8 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 10.8% in tier
  • + Profitability Leader: Top 24.5% in tier
  • + Organic Growth Leader: Top 27.3% in tier
  • + Relationship Depth Leader: Top 87.9% in tier
  • + ROA 0.74% above tier average
  • + Net Interest Margin 0.36% above tier average
  • + Efficiency Ratio: Top 6.6% in tier
  • + Loan-to-Share Ratio: Top 7.9% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 9.0% in tier
  • - Total Assets: Bottom 1.3% in tier
  • - Total Deposits: Bottom 3.9% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (WI) National Avg Tier Percentile
Members 157,770
+1.7% YoY+0.4% QoQ
-80.7K 238,465
+0.6% YoY
38,719
+8.7% YoY
33,089
+6.1% YoY
Bottom 9.2% in tier
Assets $3.0B
+2.5% YoY+0.1% QoQ
$-960.3M $4.0B
-0.1% YoY
$717.4M
+12.8% YoY
$547.7M
+7.8% YoY
Bottom 0.0% in tier
Loans $2.7B
+3.0% YoY+1.0% QoQ
$-363.6M $3.0B
+3.3% YoY
$555.6M
+13.3% YoY
$388.7M
+8.6% YoY
26%
Deposits $2.5B
+4.9% YoY+1.2% QoQ
$-823.1M $3.3B
+1.1% YoY
$603.1M
+13.2% YoY
$464.6M
+9.3% YoY
Bottom 2.6% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.5%
+69.5% YoY+3.1% QoQ
+0.7% 0.7%
+5.3% YoY
0.7%
-20.1% YoY
0.7%
+273.4% YoY
Top 5.3% in tier
NIM 3.6%
+20.6% YoY+2.6% QoQ
+0.4% 3.2%
+13.7% YoY
3.5%
-0.2% YoY
3.7%
+5.0% YoY
66%
Efficiency Ratio 58.1%
-5.9% YoY-1.2% QoQ
-13.2% 71.3%
-0.6% YoY
74.2%
-2.5% YoY
79.1%
-3.3% YoY
Bottom 6.6% in tier
Delinquency Rate 0.6%
-8.3% YoY+0.9% QoQ
-0.2 0.8%
+15.9% YoY
1.0%
+20.8% YoY
1.2%
-0.9% YoY
55%
Loan To Share 105.8%
-1.8% YoY-0.2% QoQ
+14.9% 90.8%
+2.0% YoY
80.3%
+0.1% YoY
68.0%
-1.7% YoY
Top 9.2% in tier
AMR $32,741
+2.1% YoY+0.7% QoQ
+$4K $29,088
+0.1% YoY
$22,950
+4.4% YoY
$19,418
+1.3% YoY
76%
CD Concentration 20.8%
-3.1% YoY-4.1% QoQ
-8.1% 29.0%
+0.7% YoY
21.1%
+6.2% YoY
19.6%
+6.2% YoY
16%
Indirect Auto % 11.6%
-10.5% YoY-0.4% QoQ
-7.1% 18.8%
-3.0% YoY
8.1%
-7.1% YoY
7.9%
-2.9% YoY
39%

Signature Analysis

Strengths (4)

Organic Growth Engine

growth
#79 of 246 • Top 10.8% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 1.75%
(Tier: 3.18%, National: 9.37%)
but worse than tier avg
Return on Assets: 1.48%
(Tier: 0.71%, National: 0.71%)
better than tier avg
Indirect Auto %: 11.62%
(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 | Rank worsening

Profitability Leader

growth
#24 of 95 • Top 24.5% in tier

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

Why This Signature
Return on Assets: 1.48%
(Tier: 0.71%, National: 0.71%)
better than tier avg
ROA Change (YoY): 0.61% 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 | New qualifier

Organic Growth Leader

growth
#108 of 138 • Top 27.3% in tier

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

Why This Signature
Member Growth (YoY): 1.75%
(Tier: 3.18%, National: 9.37%)
but worse than tier avg
Indirect Auto %: 11.62%
(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 | Rank worsening

Relationship Depth Leader

growth
#59 of 67 • Top 87.9% in tier

Top-tier average member relationship within peer group, with stable or growing engagement. Strong wallet share positioning.

Why This Signature
AMR Growth (YoY): 2.14%
(Tier: 3.04%, National: 4.19%)
but worse than tier avg
Share Draft per Member: $3.5K
(Tier: $3.1K, National: $2.0K)
better than tier avg
67 of 380 Mid-Market CUs have this signature | 341 nationally
↑ Growing +25 CUs YoY | New qualifier

Concerns (1)

Liquidity Strain

risk
#48 of 183 • Bottom 9.0% in tier

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

Why This Signature
Loan-to-Share Ratio: 105.79%
(Tier: 86.32%, National: 67.96%)
but better than tier avg
Loan Growth (YoY): 3.01%
(Tier: 6.14%, National: 36.38%)
worse than tier avg
183 of 380 Mid-Market CUs have this signature | 484 nationally
↑ Growing +10 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 (8 metrics)

4
Return on Assets (ROA)
profitability
Value: 1.48%
Peer Avg: -
#4 of 76 Top 3.9% in 3B-5B tier
6
Efficiency Ratio
profitability
Value: 58.10%
Peer Avg: -
#6 of 76 Top 6.6% in 3B-5B tier
7
Loan-to-Share Ratio
balance_sheet
Value: 105.79%
Peer Avg: -
#7 of 76 Top 7.9% in 3B-5B tier
9
Share Certificate Concentration (%)
balance_sheet
Value: 20.85%
Peer Avg: -
#9 of 76 Top 10.5% in 3B-5B tier
13
Fee Income Per Member
profitability
Value: $254.48
Peer Avg: -
#13 of 76 Top 15.8% in 3B-5B tier
14
Loan-to-Member Ratio (LMR)
engagement
Value: $16,831
Peer Avg: -
#14 of 76 Top 17.1% in 3B-5B tier
16
Net Worth Ratio
risk
Value: 12.01%
Peer Avg: -
#16 of 76 Top 19.7% in 3B-5B tier
18
Average Member Relationship (AMR)
engagement
Value: $32,741
Peer Avg: -
#18 of 76 Top 22.4% in 3B-5B tier

Top Weaknesses (5 metrics)

76
Total Assets
balance_sheet
Value: $3.01B
Peer Avg: -
#76 of 76 Bottom 1.3% in 3B-5B tier
74
Total Deposits
balance_sheet
Value: $2.51B
Peer Avg: -
#74 of 76 Bottom 3.9% in 3B-5B tier
69
Total Members
engagement
Value: 157,770
Peer Avg: -
#69 of 76 Bottom 10.5% in 3B-5B tier
60
Members Per Employee (MPE)
engagement
Value: 316.807
Peer Avg: -
#60 of 76 Bottom 22.4% in 3B-5B tier
59
First Mortgage Concentration (%)
balance_sheet
Value: 45.17%
Peer Avg: -
#59 of 76 Bottom 23.7% in 3B-5B tier
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