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Heritage
Newburgh, IN · NCUA Charter #16626 · Federal charter · Chartered 1965
Total assets
$1.03B
Shares & deposits
$855.92M
Total loans
$718.57M
Members
64,087
Net worth
$127.42M
Branches
22
Rank: #466 of 4,299 U.S. credit unions by assets · #14 of 121 in Indiana. Assets changed 1.5% and membership -1.9% over the year to June 30, 2026.
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Key ratios
| Net worth ratio (capital) | 12.35% |
| Return on assets (annualized, approx.) | 0.00% |
| Delinquent loans, 2+ months (share of loans) | 0.12% |
| Loans to shares & deposits | 84.0% |
| Net income (YTD) | $0 |
Five-year trend (June snapshots)
| Period | Total assets | Deposits | Net income (year to date) | Equity / net worth |
|---|---|---|---|---|
| Jun 2022 | $905.42M | $800.80M | $0 | $99.14M |
| Jun 2023 | $932.84M | $778.36M | $0 | $106.63M |
| Jun 2024 | $958.02M | $794.33M | $0 | $110.15M |
| Jun 2025 | $1.02B | $839.85M | $0 | $119.05M |
| Jun 2026 | $1.03B | $855.92M | $0 | $127.42M |
Branch footprint
| State | Branches |
|---|---|
| Indiana | 19 |
| Kentucky | 3 |
Similar-sized credit unions
4Front ($1.04B) · Power Financial ($1.03B)
Source: NCUA Call Report (Form 5300) as of June 30, 2026. Credit unions are member-owned cooperatives; deposits are insured by the NCUSIF. See methodology.
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