Heritage

Newburgh, IN #16626 Mid ($500M–$2B) Healthy Low-Income CEO: Tony Aylsworth

Assets

$1.0B

▼ 2.4%

Members

64,087

▼ 0.4%

Loans

$718.6M

▼ 0.2%

Net Worth

12.35%

▲ 0.54

ROA

0.93%

▲ 0.09

Delinquency

0.33%

▲ 0.18

Merger History · NCUA Records

Acquired 1 credit union since 2018

· GIBBS ALUMINUM HENDERSON, KY · 2024-12 · EXPANDED SERVICES · $5.5M

Pending Filings

Receiving Gibbs Aluminum 2025-03-18 · Docket NCUA-2025-0009

Merging into Connexus 2022-01-03 · Docket NCUA-2021-0155

View all NCUA merger filings →

Tools & Analysis // Heritage

Scorecard Performance Report Research Report 🔒 Time-Series 🔒 Forecasting 🔒 Peer Group 🔒 Stress Test 🔒 HMDA Mortgage 🔒 Branch Explorer 🔒

Financial Performance

Loan-to-Share

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Efficiency Ratio

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Net Interest Margin

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HMDA Mortgage Lending

Originations

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Denial Rate

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Avg Rate

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Institutional Analysis // Strengths // Risks // Opportunities

Quarterly History // Deposit Mix // Income Statement

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