BlastPoint's Credit Union Scorecard

HEARTLAND

Charter #66710 · WI

Community 500M-750M
165 CUs in 500M-750M nationally 5 in WI
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HEARTLAND has 4 strengths but faces 1 concern

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 38.7% in tier
  • + Organic Growth Leader: Top 44.9% in tier
  • + ROA 0.31% above tier average
  • + Net Interest Margin 0.10% above tier average

Key Concerns

Areas that may need attention

  • - Shrinking Wallet Share: Bottom 80.2% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (WI) National Avg Tier Percentile
Members 33,515
+2.9% YoY+0.1% QoQ
-5.1K 38,575
-4.8% YoY
38,882
+6.1% YoY
33,374
+5.7% YoY
33%
Assets $635.9M
+3.5% YoY+1.1% QoQ
+$14.2M $621.7M
+0.1% YoY
$734.5M
+12.6% YoY
$561.6M
+9.7% YoY
55%
Loans $447.9M
+0.1% YoY-0.7% QoQ
+$18.1M $429.8M
-1.8% YoY
$568.1M
+11.9% YoY
$397.0M
+8.8% YoY
56%
Deposits $553.8M
+2.7% YoY+1.0% QoQ
+$15.1M $538.7M
+0.6% YoY
$617.8M
+12.3% YoY
$477.3M
+9.7% YoY
60%

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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 1.0%
+26.8% YoY+4.8% QoQ
+0.3% 0.7%
+42.9% YoY
0.9%
+14.0% YoY
0.7%
+15.9% YoY
73%
NIM 3.5%
+1.0% YoY+0.6% QoQ
+0.1% 3.4%
+8.0% YoY
3.7%
+4.8% YoY
3.8%
+5.1% YoY
58%
Efficiency Ratio 74.4%
-4.4% YoY-1.2% QoQ
-3.1% 77.5%
-4.1% YoY
75.8%
-1.1% YoY
79.7%
-3.3% YoY
33%
Delinquency Rate 0.5%
-11.6% YoY+22.4% QoQ
-0.4 0.8%
-1.1% YoY
1.5%
+86.3% YoY
1.3%
-2.1% YoY
26%
Loan To Share 80.9%
-2.5% YoY-1.6% QoQ
+1.0% 79.8%
-2.3% YoY
80.0%
-0.6% YoY
67.4%
-1.7% YoY
50%
AMR $29,887
-1.3% YoY+0.1% QoQ
+$3K $26,849
+2.7% YoY
$23,366
+4.9% YoY
$19,687
+2.0% YoY
72%
CD Concentration 25.1%
+3.3% YoY+1.3% QoQ
+0.7% 24.4% 21.5% 19.8% 53%
Indirect Auto % 6.0%
-7.1% YoY-2.9% QoQ
-7.8% 13.8% 8.0% 7.8% 46%

Signature Analysis

Strengths (2)

Organic Growth Engine

growth
#231 of 595 • Top 38.7% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 2.87%
(Tier: 0.69%, National: 4.32%)
better than tier avg
Return on Assets: 0.96%
(Tier: 0.75%, National: 0.67%)
better than tier avg
Indirect Auto %: 6.03%
(Tier: 13.79%, National: 7.78%)
better than tier avg
913 nationally
→ No prior data (595 CUs now) | New qualifier

Organic Growth Leader

growth
#192 of 426 • Top 44.9% in tier

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

Why This Signature
Member Growth (YoY): 2.87%
(Tier: 0.69%, National: 4.32%)
better than tier avg
Indirect Auto %: 6.03%
(Tier: 13.79%, National: 7.78%)
better than tier avg
609 nationally
→ No prior data (426 CUs now) | New qualifier

Concerns (1)

Shrinking Wallet Share

decline
#167 of 208 • Bottom 80.2% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -1.27%
(Tier: 4.17%, National: 4.00%)
worse than tier avg
208 of 282 Community CUs have this signature | 303 nationally
↓ Shrinking -190 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 (3 metrics)

38
Member Growth Rate
growth
Value: 2.87%
Peer Median: -
#38 of 165 Top 22.4% in 500M-750M tier
39
Net Charge-Off Rate
risk
Value: 0.20%
Peer Median: -
#39 of 165 Top 23.0% in 500M-750M tier
39
Loan-to-Member Ratio (LMR)
engagement
Value: $13,363
Peer Median: -
#39 of 165 Top 23.0% in 500M-750M tier

Top Weaknesses (3 metrics)

146
First Mortgage Concentration (%)
balance_sheet
Value: 52.63%
Peer Median: -
#146 of 165 Bottom 12.1% in 500M-750M tier
142
AMR Growth Rate
growth
Value: -1.27%
Peer Median: -
#142 of 165 Bottom 14.5% in 500M-750M tier
135
Members Per Employee (MPE)
engagement
Value: 253.902
Peer Median: -
#135 of 165 Bottom 18.8% in 500M-750M tier
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