B
Heritage Federal Credit Union
Rating Date
March 2026
Net Capital
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Major Rating Factors: A current level of 2.0 percent of nonperforming loans to core capital contributes to the Excellent asset quality (9.8). Good current capitalization (6.7 on a scale of 0 to 10) based on a net capital to total assets of 9.1 and a net worth ratio of 11.9.
Other Rating Factors: Operating profits as a percentage of assets at 1.0%, coupled with a return on assets of 0.8 has resulted in Good (6.0) profitability. A five year analysis of stability tests including evaluations of capital adequacy, asset growth, and profitability lead to a Good overall stability index (5.7 on a scale of 0 to 10).
Asset Mix: Consumer loans (25%), home mtgs (24%), comm loans (11%), securities (0%), other (39%)
Asset Quality
Non-Performing Loans to Capital
Non-Performing Assets to Assets
Non-Performing Loans to Loans
Loan Loss Reserves to Loans
Charge-Offs to Average Loans
5-Year Charge-Offs to Average Loans
5-Year Asset Growth
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Profitability
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5-Year ROAA (Return on Average Assets)
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Hot Money
Corporate Info
Address
P.O. Box 189
Newburgh, IN 47629
Phone Number
(812) 853-8808
NCUA Charter Number