BlastPoint's Credit Union Scorecard

UNISON

Charter #66851 · WI

1069 CUs in 100M-500M nationally 26 in WI

UNISON has 3 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 39.5% in tier
  • + ROA 0.02% above tier average
  • + Asset Growth Rate: Top 5.1% in tier

Key Concerns

Areas that may need attention

  • - Credit Risk Growth: Bottom 45.3% in tier
  • - Credit Quality Pressure: Bottom 71.2% in tier
  • - Margin Compression: Bottom 85.2% in tier
  • - Membership Headwinds: Bottom 89.5% in tier
  • - Stagnation Risk: Bottom 98.4% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (WI) National Avg Tier Percentile
Members 18,895
-0.9% YoY-0.3% QoQ
+3.5K 15,437
-2.9% YoY
38,882
+6.1% YoY
33,374
+5.7% YoY
73%
Assets $384.2M
+13.4% YoY+5.3% QoQ
+$152.3M $231.9M
+1.3% YoY
$734.5M
+12.6% YoY
$561.6M
+9.7% YoY
Top 13.3% in tier
Loans $219.9M
+9.5% YoY+0.9% QoQ
+$72.5M $147.3M
-0.1% YoY
$568.1M
+11.9% YoY
$397.0M
+8.8% YoY
80%
Deposits $313.8M
+6.5% YoY+2.8% QoQ
+$112.9M $200.8M
+0.8% YoY
$617.8M
+12.3% YoY
$477.3M
+9.7% YoY
84%

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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 0.8%
-16.7% YoY+16.2% QoQ
+0.0% 0.8%
+18.2% YoY
0.9%
+14.0% YoY
0.7%
+15.9% YoY
53%
NIM 3.2%
+2.6% YoY-1.1% QoQ
-0.4% 3.6%
+6.7% YoY
3.7%
+4.8% YoY
3.8%
+5.1% YoY
26%
Efficiency Ratio 72.5%
+3.3% YoY-2.9% QoQ
-4.5% 77.0%
-3.1% YoY
75.8%
-1.1% YoY
79.7%
-3.3% YoY
31%
Delinquency Rate 0.4%
+36.6% YoY+27.2% QoQ
-0.5 0.9%
+4.2% YoY
1.5%
+86.3% YoY
1.3%
-2.1% YoY
23%
Loan To Share 70.1%
+2.8% YoY-1.9% QoQ
-2.1% 72.2%
-1.1% YoY
80.0%
-0.6% YoY
67.4%
-1.7% YoY
42%
AMR $28,242
+8.7% YoY+2.3% QoQ
+$4K $24,676
+3.4% YoY
$23,366
+4.9% YoY
$19,687
+2.0% YoY
76%
CD Concentration 19.7%
+4.8% YoY-1.7% QoQ
-4.7% 24.4% 21.5% 19.8% 50%
Indirect Auto % 0.3%
-55.8% YoY-16.2% QoQ
-13.5% 13.8% 8.0% 7.8% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#203 of 513 • Top 39.5% in tier

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

Why This Signature
AMR Growth (YoY): 8.69%
(Tier: 4.17%, National: 4.00%)
better than tier avg
513 of 1069 Mid-Small & Community CUs have this signature | 662 nationally
↑ Growing +180 CUs YoY | New qualifier

Concerns (5)

Credit Risk Growth

risk
#207 of 456 • Bottom 45.3% in tier

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

Why This Signature
Loan Growth (YoY): 9.51%
(Tier: 4.11%, National: 111.96%)
but better than tier avg
Delinquency Change (YoY): 0.11% points
(Tier: 0.03% points, National: 0.06% points)
worse than tier avg
456 of 1069 Mid-Small & Community CUs have this signature | 665 nationally
→ No prior data (456 CUs now) | New qualifier

Credit Quality Pressure

risk
#502 of 705 • Bottom 71.2% in tier

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

Why This Signature
Delinquency Change (YoY): 0.11% points
(Tier: 0.03% points, National: 0.06% points)
worse than tier avg
705 of 1069 Mid-Small & Community CUs have this signature | 969 nationally
↓ Shrinking -150 CUs YoY | New qualifier

Margin Compression

decline
#105 of 123 • Bottom 85.2% in tier

Profitability above 0.75% ROA but margins eroding by at least 0.10%. Something changed - rising costs or falling yields need addressing.

Why This Signature
Return on Assets: 0.78%
(Tier: 0.75%, National: 0.67%)
but better than tier avg
ROA (Prior Year): 0.94%
(Tier: 0.63%, National: 0.62%)
but better than tier avg
ROA Change (YoY): -0.16% points
(Tier: 0.11% points, National: 0.02% points)
worse than tier avg
123 of 1069 Mid-Small & Community CUs have this signature | 145 nationally
→ No prior data (123 CUs now) | New qualifier

Membership Headwinds

decline
#496 of 554 • Bottom 89.5% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -0.90%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
554 of 1069 Mid-Small & Community CUs have this signature | 652 nationally
→ No prior data (554 CUs now) | New qualifier

Stagnation Risk

risk
#545 of 554 • Bottom 98.4% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -0.90%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): 9.51%
(Tier: 4.11%, National: 111.96%)
but better than tier avg
Delinquency Rate: 0.40%
(Tier: 0.89%, National: 1.28%)
but better than tier avg
554 of 1069 Mid-Small & Community CUs have this signature | 652 nationally
→ No prior data (554 CUs now) | 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 1069 peers in tier

Top Strengths (8 metrics)

56
Asset Growth Rate
growth
Value: 13.35%
Peer Median: -
#56 of 1069 Top 5.1% in 100M-500M tier
142
Total Assets
balance_sheet
Value: $384.18M
Peer Median: -
#142 of 1069 Top 13.2% in 100M-500M tier
161
AMR Growth Rate
growth
Value: 8.69%
Peer Median: -
#161 of 1069 Top 15.0% in 100M-500M tier
174
Total Deposits
balance_sheet
Value: $313.75M
Peer Median: -
#174 of 1069 Top 16.2% in 100M-500M tier
187
Loan Growth Rate
growth
Value: 9.51%
Peer Median: -
#187 of 1069 Top 17.4% in 100M-500M tier
209
Total Loans
balance_sheet
Value: $219.87M
Peer Median: -
#209 of 1069 Top 19.5% in 100M-500M tier
249
Total Delinquency Rate (60+ days)
risk
Value: 0.40%
Peer Median: -
#249 of 1069 Top 23.2% in 100M-500M tier
257
Average Member Relationship (AMR)
engagement
Value: $28,242
Peer Median: -
#257 of 1069 Top 23.9% in 100M-500M tier

Top Weaknesses (2 metrics)

910
First Mortgage Concentration (%)
balance_sheet
Value: 48.91%
Peer Median: -
#910 of 1069 Bottom 15.0% in 100M-500M tier
821
Net Worth Ratio
risk
Value: 9.71%
Peer Median: -
#821 of 1069 Bottom 23.3% in 100M-500M tier
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