Heritage Family

Rutland, VT #24742 Mid ($500M–$2B) Healthy CEO: Chris Gomez

Assets

$852.9M

▲ 2.5%

Members

54,726

▲ 0.7%

Loans

$634.7M

▲ 0.7%

Net Worth

11.95%

▼ 0.18

ROA

0.45%

▼ 0.57

Delinquency

0.75%

▼ 0.04

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

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Efficiency Ratio

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Net Interest Margin

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Institutional Analysis // Strengths // Risks // Opportunities

Quarterly History // Deposit Mix // Income Statement

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