BlastPoint's Credit Union Scorecard

UNITED HERITAGE

Charter #68251 · TX

Mid-Market 1B-3B
304 CUs in 1B-3B nationally 26 in TX
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UNITED HERITAGE has 4 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 20.6% in tier
  • + Organic Growth Leader: Top 21.7% in tier
  • + Emerging Performer: Top 74.7% in tier
  • + ROA 0.04% above tier average

Key Concerns

Areas that may need attention

  • - Shrinking Wallet Share: Bottom 15.8% in tier
  • - Credit Quality Pressure: Bottom 20.1% in tier
  • - Liquidity Strain: Bottom 26.7% in tier
  • - Efficiency ratio 1.27% above tier (higher cost structure)
  • - Delinquency rate 0.15% above tier average

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (TX) National Avg Tier Percentile
Members 82,181
+2.6% YoY+1.1% QoQ
-16.5K 98,678
-1.9% YoY
26,896
+3.7% YoY
33,089
+6.1% YoY
43%
Assets $1.7B
+4.0% YoY+1.6% QoQ
$-69.5M $1.7B
+0.5% YoY
$411.3M
+5.9% YoY
$547.7M
+7.8% YoY
57%
Loans $1.3B
-0.6% YoY+1.0% QoQ
+$20.3M $1.2B
+0.5% YoY
$295.8M
+5.3% YoY
$388.7M
+8.6% YoY
62%
Deposits $1.3B
+0.9% YoY-0.3% QoQ
$-152.2M $1.5B
+1.3% YoY
$341.5M
+6.1% YoY
$464.6M
+9.3% YoY
50%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.7%
+53.4% YoY+36.8% QoQ
+0.0% 0.7%
+13.4% YoY
0.5%
-24.0% YoY
0.7%
+273.4% YoY
59%
NIM 3.1%
+7.9% YoY+0.9% QoQ
-0.2% 3.3%
+9.3% YoY
3.9%
+4.3% YoY
3.7%
+5.0% YoY
31%
Efficiency Ratio 75.2%
-7.7% YoY-5.2% QoQ
+1.3% 74.0%
-10.9% YoY
79.6%
-0.9% YoY
79.1%
-3.3% YoY
54%
Delinquency Rate 1.0%
+6.5% YoY-0.3% QoQ
+0.1 0.8%
+6.1% YoY
1.2%
+20.3% YoY
1.2%
-0.9% YoY
75%
Loan To Share 96.3%
-1.4% YoY+1.3% QoQ
+11.1% 85.2%
-0.8% YoY
71.8%
-2.5% YoY
68.0%
-1.7% YoY
78%
AMR $31,095
-2.3% YoY-0.8% QoQ
+$2K $29,172
+2.8% YoY
$17,515
+1.3% YoY
$19,418
+1.3% YoY
68%
CD Concentration 26.5%
+5.0% YoY+1.8% QoQ
-2.4% 29.0%
+0.7% YoY
20.9%
+7.1% YoY
19.6%
+6.2% YoY
41%
Indirect Auto % 11.6%
-14.4% YoY-2.6% QoQ
-7.1% 18.8%
-3.0% YoY
7.2%
-0.2% YoY
7.9%
-2.9% YoY
40%

Signature Analysis

Strengths (3)

Organic Growth Engine

growth
#150 of 246 • Top 20.6% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 2.56%
(Tier: 3.18%, National: 9.37%)
but worse than tier avg
Return on Assets: 0.74%
(Tier: 0.71%, National: 0.71%)
better than tier avg
Indirect Auto %: 11.63%
(Tier: 18.77%, National: 7.90%)
better than tier avg
246 of 380 Mid-Market CUs have this signature | 917 nationally
↑ Growing +14 CUs YoY | Rank worsening

Organic Growth Leader

growth
#86 of 138 • Top 21.7% in tier

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

Why This Signature
Member Growth (YoY): 2.56%
(Tier: 3.18%, National: 9.37%)
but worse than tier avg
Indirect Auto %: 11.63%
(Tier: 18.77%, National: 7.90%)
better than tier avg
138 of 380 Mid-Market CUs have this signature | 608 nationally
↑ Growing +11 CUs YoY | Rank worsening

Emerging Performer

growth
#54 of 72 • Top 74.7% in tier

Smaller CU (bottom 50% by assets in tier) with strong profitability (ROA > 0.5%) AND growth (members >= 1%). Emerging leaders worth watching.

Why This Signature
Return on Assets: 0.74%
(Tier: 0.71%, National: 0.71%)
better than tier avg
Member Growth (YoY): 2.56%
(Tier: 3.18%, National: 9.37%)
but worse than tier avg
72 of 380 Mid-Market CUs have this signature | 288 nationally
↑ Growing +13 CUs YoY | New qualifier

Concerns (3)

Shrinking Wallet Share

decline
#49 of 83 • Bottom 15.8% in tier

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

Why This Signature
AMR Growth (YoY): -2.33%
(Tier: 3.04%, National: 4.19%)
worse than tier avg
83 of 380 Mid-Market CUs have this signature | 346 nationally
↓ Shrinking -55 CUs YoY | Rank worsening

Credit Quality Pressure

risk
#155 of 217 • Bottom 20.1% in tier

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

Why This Signature
Delinquency Change (YoY): 0.06% points
(Tier: 0.07% points, National: 0.07% points)
but better than tier avg
217 of 380 Mid-Market CUs have this signature | 1002 nationally
↓ Shrinking -70 CUs YoY | Rank worsening

Liquidity Strain

risk
#141 of 183 • Bottom 26.7% in tier

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

Why This Signature
Loan-to-Share Ratio: 96.25%
(Tier: 86.32%, National: 67.96%)
but better than tier avg
Loan Growth (YoY): -0.56%
(Tier: 6.14%, National: 36.38%)
worse than tier avg
183 of 380 Mid-Market CUs have this signature | 484 nationally
↑ Growing +10 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 304 peers in tier

Top Strengths (4 metrics)

59
Net Charge-Off Rate
risk
Value: 0.26%
Peer Avg: -
#59 of 304 Top 19.1% in 1B-3B tier
61
Fee Income Per Member
profitability
Value: $261.17
Peer Avg: -
#61 of 304 Top 19.7% in 1B-3B tier
66
Loan-to-Share Ratio
balance_sheet
Value: 96.25%
Peer Avg: -
#66 of 304 Top 21.4% in 1B-3B tier
73
Loan-to-Member Ratio (LMR)
engagement
Value: $15,251
Peer Avg: -
#73 of 304 Top 23.7% in 1B-3B tier

Top Weaknesses (3 metrics)

267
AMR Growth Rate
growth
Value: -2.33%
Peer Avg: -
#267 of 304 Bottom 12.5% in 1B-3B tier
246
Deposit Growth Rate
growth
Value: 0.90%
Peer Avg: -
#246 of 304 Bottom 19.4% in 1B-3B tier
236
Loan Growth Rate
growth
Value: -0.56%
Peer Avg: -
#236 of 304 Bottom 22.7% in 1B-3B tier
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