BlastPoint's Credit Union Scorecard

KOHLER

Charter #66872 · WI

Community 750M-1B
117 CUs in 750M-1B nationally 3 in WI
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KOHLER has 5 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 61.5% in tier
  • + ROA 0.54% above tier average
  • + Net Interest Margin 0.57% above tier average
  • + Net Charge-Off Rate: Top 5.1% in tier
  • + Share Certificate Concentration (%): Top 9.4% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 35.7% in tier
  • - Credit Quality Pressure: Bottom 63.8% in tier
  • - Credit Risk Growth: Bottom 64.4% in tier
  • - Membership Headwinds: Bottom 68.5% in tier
  • - Stagnation Risk: Bottom 86.8% in tier
  • - Efficiency ratio 0.18% above tier (higher cost structure)
  • - Total Assets: Bottom 0.9% in tier
  • - Total Deposits: Bottom 8.5% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (WI) National Avg Tier Percentile
Members 53,785
-1.8% YoY-2.6% QoQ
+1.7K 52,084
-1.6% YoY
38,882
+6.1% YoY
33,374
+5.7% YoY
53%
Assets $751.6M
+5.3% YoY+0.8% QoQ
$-112.3M $863.9M
+0.5% YoY
$734.5M
+12.6% YoY
$561.6M
+9.7% YoY
Bottom 0.0% in tier
Loans $618.8M
+5.5% YoY+2.1% QoQ
+$13.0M $605.8M
+1.4% YoY
$568.1M
+11.9% YoY
$397.0M
+8.8% YoY
46%
Deposits $635.8M
+4.6% YoY+2.3% QoQ
$-101.4M $737.3M
+0.1% YoY
$617.8M
+12.3% YoY
$477.3M
+9.7% YoY
Bottom 7.7% in tier

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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 1.3%
+26.5% YoY-5.8% QoQ
+0.5% 0.7%
+39.1% YoY
0.9%
+14.0% YoY
0.7%
+15.9% YoY
Top 13.7% in tier
NIM 4.0%
+26.0% YoY+1.0% QoQ
+0.6% 3.4%
+8.7% YoY
3.7%
+4.8% YoY
3.8%
+5.1% YoY
83%
Efficiency Ratio 74.5%
-3.4% YoY+2.1% QoQ
+0.2% 74.3%
-3.6% YoY
75.8%
-1.1% YoY
79.7%
-3.3% YoY
44%
Delinquency Rate 0.5%
+32.3% YoY-6.0% QoQ
-0.3 0.9%
+3.8% YoY
1.5%
+86.3% YoY
1.3%
-2.1% YoY
31%
Loan To Share 97.3%
+0.9% YoY-0.2% QoQ
+14.8% 82.6%
+1.1% YoY
80.0%
-0.6% YoY
67.4%
-1.7% YoY
Top 14.5% in tier
AMR $23,327
+7.0% YoY+4.9% QoQ
$-6K $28,873
+2.7% YoY
$23,366
+4.9% YoY
$19,687
+2.0% YoY
36%
CD Concentration 16.0%
+21.8% YoY+27.5% QoQ
-8.4% 24.4% 21.5% 19.8% 22%
Indirect Auto % 7.4%
-7.1% YoY-3.7% QoQ
-6.4% 13.8% 8.0% 7.8% 48%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#316 of 513 • Top 61.5% in tier

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

Why This Signature
AMR Growth (YoY): 6.97%
(Tier: 4.17%, National: 4.00%)
better than tier avg
662 nationally
↑ Growing +180 CUs YoY | New qualifier

Concerns (5)

Liquidity Strain

risk
#82 of 228 • Bottom 35.7% in tier

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

Why This Signature
Loan-to-Share Ratio: 97.32%
(Tier: 74.08%, National: 67.44%)
but better than tier avg
Loan Growth (YoY): 5.53%
(Tier: 4.11%, National: 111.96%)
but better than tier avg
228 of 282 Community CUs have this signature | 439 nationally
↓ Shrinking -37 CUs YoY | Rank improving

Credit Quality Pressure

risk
#450 of 705 • Bottom 63.8% in tier

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

Why This Signature
Delinquency Change (YoY): 0.13% points
(Tier: 0.03% points, National: 0.06% points)
worse than tier avg
969 nationally
↓ Shrinking -150 CUs YoY | Rank worsening

Credit Risk Growth

risk
#294 of 456 • Bottom 64.4% in tier

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

Why This Signature
Loan Growth (YoY): 5.53%
(Tier: 4.11%, National: 111.96%)
but better than tier avg
Delinquency Change (YoY): 0.13% points
(Tier: 0.03% points, National: 0.06% points)
worse than tier avg
665 nationally
→ No prior data (456 CUs now) | New qualifier

Membership Headwinds

decline
#380 of 554 • Bottom 68.5% in tier

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

Why This Signature
Member Growth (YoY): -1.77%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
652 nationally
→ No prior data (554 CUs now) | New qualifier

Stagnation Risk

risk
#481 of 554 • Bottom 86.8% 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): -1.77%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): 5.53%
(Tier: 4.11%, National: 111.96%)
but better than tier avg
Delinquency Rate: 0.53%
(Tier: 0.89%, National: 1.28%)
but better than tier avg
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 117 peers in tier

Top Strengths (5 metrics)

7
Net Charge-Off Rate
risk
Value: 0.08%
Peer Median: -
#7 of 117 Top 5.1% in 750M-1B tier
12
Share Certificate Concentration (%)
balance_sheet
Value: 16.00%
Peer Median: -
#12 of 117 Top 9.4% in 750M-1B tier
16
Return on Assets (ROA)
profitability
Value: 1.29%
Peer Median: -
#16 of 117 Top 12.8% in 750M-1B tier
17
Loan-to-Share Ratio
balance_sheet
Value: 97.32%
Peer Median: -
#17 of 117 Top 13.7% in 750M-1B tier
20
Net Interest Margin (NIM)
profitability
Value: 3.96%
Peer Median: -
#20 of 117 Top 16.2% in 750M-1B tier

Top Weaknesses (4 metrics)

117
Total Assets
balance_sheet
Value: $751.58M
Peer Median: -
#117 of 117 Bottom 0.9% in 750M-1B tier
108
Total Deposits
balance_sheet
Value: $635.85M
Peer Median: -
#108 of 117 Bottom 8.5% in 750M-1B tier
95
Members Per Employee (MPE)
engagement
Value: 274.413
Peer Median: -
#95 of 117 Bottom 19.7% in 750M-1B tier
93
First Mortgage Concentration (%)
balance_sheet
Value: 47.65%
Peer Median: -
#93 of 117 Bottom 21.4% in 750M-1B tier
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