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ENVISTA

Charter #24945 · KS

Community 500M-750M
165 CUs in 500M-750M nationally 4 in KS
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ENVISTA has 5 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 32.4% in tier
  • + ROA 0.25% above tier average
  • + Net Interest Margin 0.17% above tier average
  • + Fee Income Per Member: Top 9.7% in tier
  • + Total Members: Top 9.7% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 15.5% in tier
  • - Indirect Auto Dependency: Bottom 23.6% in tier
  • - Efficiency ratio 1.05% above tier (higher cost structure)

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 165 credit unions with $500M-$750M in assets nationally, and 1 of 4 that size in Kansas.
  • Shares and deposits +8.3% year over year ($591M in shares and deposits).
  • Membership: 49,608 members, +2.1% vs a year ago.
  • Delinquency rate 0.31%.
  • Return on assets 1.06%.
  • Efficiency ratio 77.61% vs a 76.56% peer average.
  • Loan-to-share ratio 90.92% vs a 79.33% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (KS) National Avg Tier Percentile
Members 49,608
+2.1% YoY+1.2% QoQ
+11.7K 37,897
-5.0% YoY
21,725
-5.1% YoY
34,678
+6.6% YoY
Top 10.3% in tier
Assets $693.4M
+7.2% YoY+1.1% QoQ
+$71.0M $622.4M
+0.6% YoY
$314.3M
-2.5% YoY
$593.1M
+10.2% YoY
74%
Loans $537.7M
+7.4% YoY+2.9% QoQ
+$109.2M $428.5M
-0.7% YoY
$223.6M
-4.3% YoY
$418.6M
+10.1% YoY
Top 13.9% in tier
Deposits $591.4M
+8.3% YoY+1.6% QoQ
+$51.7M $539.8M
+0.9% YoY
$272.9M
-1.4% YoY
$504.8M
+10.3% YoY
76%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 1.1%
+48.2% YoY+63.7% QoQ
+0.2% 0.8%
+39.5% YoY
1.0%
+59.0% YoY
1.2%
+121.4% YoY
72%
NIM 3.7%
+3.7% YoY+1.7% QoQ
+0.2% 3.5%
+5.0% YoY
4.1%
+6.5% YoY
3.8%
+2.3% YoY
69%
Efficiency Ratio 77.6%
-3.1% YoY-6.5% QoQ
+1.0% 76.6%
-3.6% YoY
76.8%
-1.7% YoY
83.0%
-5.3% YoY
52%
Delinquency Rate 0.3%
-24.4% YoY+5.0% QoQ
-0.5 0.8%
+3.1% YoY
1.5%
+11.1% YoY
1.3%
+2.6% YoY
Top 14.5% in tier
Loan To Share 90.9%
-0.9% YoY+1.3% QoQ
+11.6% 79.3%
-1.4% YoY
71.5%
-1.0% YoY
66.4%
-1.4% YoY
78%
AMR $22,762
+5.7% YoY+1.0% QoQ
$-5K $27,294
+4.1% YoY
$16,832
+1.8% YoY
$20,028
-0.9% YoY
27%
CD Concentration 28.0%
+2.7% YoY+1.7% QoQ
+3.4% 24.6% 24.4% 20.0% 64%
Indirect Auto % 37.0%
-5.3% YoY+0.9% QoQ
+23.3% 13.6% 12.0% 7.7% Bottom 10.2% in tier

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#418 of 483 • Top 32.4% in tier

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

Why This Signature
AMR Growth (YoY): 5.66%
(Tier: 3.97%, National: 35.20%)
better than tier avg
635 nationally
↑ Growing +52 CUs YoY | New qualifier

Concerns (2)

Indirect Auto Dependency

risk
#77 of 476 • Bottom 23.6% in tier

Significant portion of loan portfolio in indirect auto (>15%). This concentration creates dependency on dealer relationships.

Why This Signature
Asset Growth (YoY): 7.16%
(Tier: 4.62%, National: 3.30%)
but better than tier avg
Indirect Auto %: 36.95%
(Tier: 13.63%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 2.08%
(Tier: 0.46%, National: 15.67%)
but better than tier avg
714 nationally
↓ Shrinking -57 CUs YoY | Rank worsening

Liquidity Strain

risk
#186 of 224 • Bottom 15.5% in tier

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

Why This Signature
Loan-to-Share Ratio: 90.92%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 7.36%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
224 of 276 Community CUs have this signature | 432 nationally
↓ Shrinking -11 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 165 peers in tier

Top Strengths (9 metrics)

17
Fee Income Per Member
profitability
Value: $316.83
Peer Median: $191.53
#17 of 165 Top 9.7% in 500M-750M tier
17
Total Members
engagement
Value: 49,608
Peer Median: 36,716
#17 of 165 Top 9.7% in 500M-750M tier
23
Total Loans
balance_sheet
Value: $537.73M
Peer Median: $428.72M
#23 of 165 Top 13.3% in 500M-750M tier
25
Total Delinquency Rate (60+ days)
risk
Value: 0.31%
Peer Median: 0.70%
#25 of 165 Top 14.5% in 500M-750M tier
26
First Mortgage Concentration (%)
balance_sheet
Value: 19.54%
Peer Median: 34.05%
#26 of 165 Top 15.2% in 500M-750M tier
36
Deposit Growth Rate
growth
Value: 8.32%
Peer Median: 4.04%
#36 of 165 Top 21.2% in 500M-750M tier
37
Loan-to-Share Ratio
balance_sheet
Value: 90.92%
Peer Median: 81.50%
#37 of 165 Top 21.8% in 500M-750M tier
39
Total Deposits
balance_sheet
Value: $591.42M
Peer Median: $542.48M
#39 of 165 Top 23.0% in 500M-750M tier
42
Total Assets
balance_sheet
Value: $693.42M
Peer Median: $621.76M
#42 of 165 Top 24.8% in 500M-750M tier

Top Weaknesses (2 metrics)

144
Indirect Auto Concentration (%)
balance_sheet
Value: 36.95%
Peer Median: 9.93%
#144 of 165 Bottom 13.3% in 500M-750M tier
127
Members Per Employee (MPE)
engagement
Value: 263.872
Peer Median: 313.721
#127 of 165 Bottom 23.6% in 500M-750M tier
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