Heritage Family

Rutland, VT #24742 Mid ($500M–$2B) Healthy CEO: Chris Gomez
Assets
$832.1M
▲ 2.4%
Members
54,362
▲ 0.7%
Loans
$630.3M
▲ 3.8%
Net Worth
12.14%
▼ 0.03
ROA
1.01%
▲ 0.23
Delinquency
0.79%
▲ 0.23
Merger History · NCUA Records
Acquired 1 credit union since 2018
· TRI STATE AREA HOOSICK FALLS, NY · 2024-09 · EXPANDED SERVICES · $42.1M
Pending Filings
Receiving Tri State Area 2024-12-02 · Docket NCUA-2024-0123
View all NCUA merger filings →
Tools & Analysis // Heritage Family
Scorecard Performance Report Research Report 🔒 Time-Series 🔒 Forecasting 🔒 Peer Group 🔒 Stress Test 🔒 HMDA Mortgage 🔒 Branch Explorer 🔒
Financial Performance
Loan-to-Share
██.█%
Efficiency Ratio
██.█%
Net Interest Margin
█.██%
AI Analysis // Strengths // Risks // Opportunities
Quarterly History // Deposit Mix // Income Statement
Unlock Full Profile

Complete financials, HMDA data, AI analysis, peer benchmarking, and 10-year history for Heritage Family and 4,287 credit unions.

Start Free Trial
No credit card required