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HEARTLAND

Charter #62031 · KS

Community 500M-750M
165 CUs in 500M-750M nationally 4 in KS
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HEARTLAND has 7 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 45.3% in tier
  • + ROA 1.64% above tier average
  • + Net Interest Margin 1.37% above tier average
  • + Total Loans: Top 2.4% in tier
  • + Efficiency Ratio: Top 3.0% in tier
  • + Fee Income Per Member: Top 3.0% in tier
  • + Loan-to-Share Ratio: Top 3.0% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 2.6% in tier
  • - Credit Quality Pressure: Bottom 14.6% in tier
  • - Indirect Auto Dependency: Bottom 15.1% in tier
  • - Credit Risk Growth: Bottom 24.3% in tier
  • - Delinquency rate 0.39% above tier average

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 +8.4% year over year ($599M in shares and deposits).
  • Membership: 41,350 members, +4.1% vs a year ago.
  • Delinquency rate 1.20%.
  • Return on assets 2.46%.
  • Efficiency ratio 54.61% vs a 76.56% peer average.
  • Loan-to-share ratio 102.03% 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 41,350
+4.1% YoY+1.7% QoQ
+3.5K 37,897
-5.0% YoY
21,725
-5.1% YoY
34,678
+6.6% YoY
63%
Assets $726.4M
+8.9% YoY+2.5% QoQ
+$104.0M $622.4M
+0.6% YoY
$314.3M
-2.5% YoY
$593.1M
+10.2% YoY
Top 12.1% in tier
Loans $610.9M
+8.2% YoY+3.5% QoQ
+$182.4M $428.5M
-0.7% YoY
$223.6M
-4.3% YoY
$418.6M
+10.1% YoY
Top 3.0% in tier
Deposits $598.8M
+8.4% YoY-1.7% QoQ
+$59.0M $539.8M
+0.9% YoY
$272.9M
-1.4% YoY
$504.8M
+10.3% YoY
78%

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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 2.5%
+192.9% YoY+69.7% QoQ
+1.6% 0.8%
+39.5% YoY
1.0%
+59.0% YoY
1.2%
+121.4% YoY
Top 3.0% in tier
NIM 4.9%
+20.2% YoY+13.8% QoQ
+1.4% 3.5%
+5.0% YoY
4.1%
+6.5% YoY
3.8%
+2.3% YoY
Top 2.4% in tier
Efficiency Ratio 54.6%
-25.4% YoY-13.5% QoQ
-22.0% 76.6%
-3.6% YoY
76.8%
-1.7% YoY
83.0%
-5.3% YoY
Top 3.0% in tier
Delinquency Rate 1.2%
+49.7% YoY+52.8% QoQ
+0.4 0.8%
+3.1% YoY
1.5%
+11.1% YoY
1.3%
+2.6% YoY
81%
Loan To Share 102.0%
-0.2% YoY+5.3% QoQ
+22.7% 79.3%
-1.4% YoY
71.5%
-1.0% YoY
66.4%
-1.4% YoY
Top 3.6% in tier
AMR $29,254
+4.0% YoY-0.9% QoQ
+$2K $27,294
+4.1% YoY
$16,832
+1.8% YoY
$20,028
-0.9% YoY
71%
CD Concentration 35.1%
+5.5% YoY+1.4% QoQ
+10.6% 24.6% 24.4% 20.0% 84%
Indirect Auto % 35.8%
+4.3% YoY+3.6% QoQ
+22.2% 13.6% 12.0% 7.7% Bottom 11.1% in tier

Signature Analysis

Strengths (1)

Relationship Depth Leader

growth
#161 of 262 • Top 45.3% 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): 4.01%
(Tier: 3.97%, National: 35.20%)
better than tier avg
Share Draft per Member: $3.6K
(Tier: $2.9K, National: $2.1K)
better than tier avg
262 of 276 Community CUs have this signature | 354 nationally
↑ Growing +11 CUs YoY | Rank improving

Concerns (4)

Liquidity Strain

risk
#26 of 224 • Bottom 2.6% in tier

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

Why This Signature
Loan-to-Share Ratio: 102.03%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 8.20%
(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 improving

Credit Risk Growth

risk
#79 of 472 • Bottom 24.3% in tier

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

Why This Signature
Loan Growth (YoY): 8.20%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
Delinquency Change (YoY): 0.40% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
688 nationally
↑ Growing +32 CUs YoY | New qualifier

Indirect Auto Dependency

risk
#88 of 476 • Bottom 15.1% in tier

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

Why This Signature
Asset Growth (YoY): 8.92%
(Tier: 4.62%, National: 3.30%)
but better than tier avg
Indirect Auto %: 35.84%
(Tier: 13.63%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 4.14%
(Tier: 0.46%, National: 15.67%)
but better than tier avg
714 nationally
↓ Shrinking -57 CUs YoY | Rank improving

Credit Quality Pressure

risk
#188 of 693 • Bottom 14.6% in tier

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

Why This Signature
Delinquency Change (YoY): 0.40% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
962 nationally
↓ Shrinking -83 CUs YoY | New qualifier

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 (12 metrics)

4
Net Interest Margin (NIM)
profitability
Value: 4.90%
Peer Median: 3.55%
#4 of 165 Top 1.8% in 500M-750M tier
5
Return on Assets (ROA)
profitability
Value: 2.46%
Peer Median: 0.74%
#5 of 165 Top 2.4% in 500M-750M tier
5
Total Loans
balance_sheet
Value: $610.91M
Peer Median: $428.72M
#5 of 165 Top 2.4% in 500M-750M tier
6
Efficiency Ratio
profitability
Value: 54.61%
Peer Median: 77.45%
#6 of 165 Top 3.0% in 500M-750M tier
6
Fee Income Per Member
profitability
Value: $396.70
Peer Median: $191.53
#6 of 165 Top 3.0% in 500M-750M tier
6
Loan-to-Share Ratio
balance_sheet
Value: 102.03%
Peer Median: 81.50%
#6 of 165 Top 3.0% in 500M-750M tier
20
Total Assets
balance_sheet
Value: $726.39M
Peer Median: $621.76M
#20 of 165 Top 11.5% in 500M-750M tier
25
Member Growth Rate
growth
Value: 4.14%
Peer Median: 0.59%
#25 of 165 Top 14.5% in 500M-750M tier
32
Asset Growth Rate
growth
Value: 8.92%
Peer Median: 4.61%
#32 of 165 Top 18.8% in 500M-750M tier
32
Loan-to-Member Ratio (LMR)
engagement
Value: $14,774
Peer Median: $11,477
#32 of 165 Top 18.8% in 500M-750M tier

Top Weaknesses (4 metrics)

143
Indirect Auto Concentration (%)
balance_sheet
Value: 35.84%
Peer Median: 9.93%
#143 of 165 Bottom 13.9% in 500M-750M tier
138
Members Per Employee (MPE)
engagement
Value: 255.247
Peer Median: 313.721
#138 of 165 Bottom 17.0% in 500M-750M tier
135
Total Delinquency Rate (60+ days)
risk
Value: 1.20%
Peer Median: 0.70%
#135 of 165 Bottom 18.8% in 500M-750M tier
134
Share Certificate Concentration (%)
balance_sheet
Value: 35.13%
Peer Median: 26.69%
#134 of 165 Bottom 19.4% in 500M-750M tier
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