Heritage Family

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

Assets

$869.8M

▲ 2.0%

Members

54,984

▲ 0.5%

Loans

$632.1M

▼ 0.4%

Net Worth

12.08%

▲ 0.13

ROA

1.02%

▲ 0.56

Delinquency

0.86%

▲ 0.11

Merger History · NCUA Records

Continuing institution in 1 reported approval pair

· TRI STATE AREA HOOSICK FALLS, NY · First reported 2024-09 · EXPANDED SERVICES · Reported assets: $42.1M

Pending Filings

Receiving Tri State Area 2024-12-02 · Docket NCUA-2024-0123

MAIR approvals do not establish whether or when a merger closed. 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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