CharterBench

Altana Federal Credit Union

Credit UnionFCUBillings, MT·Est. 1949·NCUA #6275Compare ⇄
Total assets
$660.2M
+8.4% YoY
Shares & deposits
$584.0M
+8.0% YoY
Loans
$486.7M
+7.1% YoY
Members
40,056
+2.4% YoY
ROA (annualized)
0.73%
peers 0.62%
ROE (annualized)
6.58%
peers 5.92%

Peer comparison 284 credit unions with 500M-1B in assets

MetricThis credit unionPeer medianΔ
Asset growth (YoY)+8.4%+4.8%+3.6 pts
Share growth (YoY)+8.0%+4.3%+3.7 pts
Loan growth (YoY)+7.1%+4.3%+2.8 pts
ROA0.73%0.62%+0.1 pts
ROE6.6%5.9%+0.7 pts

ROA ranks in the 58th percentile of its peer group · Q1 2026

Profile

Established
1949
Charter
FCU
Primary regulator
NCUA
NCUA peer group
Peer group 6
Address
3212 Central Ave, Billings, MT, 59102
NCUA charter #
6275
RSSD ID
782986
Latest call report
Q1 2026

Total assets last 8 quarters

Q2 2024 → Q1 2026

Members last 8 quarters

Q2 2024 → Q1 2026

Quarterly financials NCUA 5300 call report

QuarterAssetsSharesLoansNet worthNet income YTDROANIMDelinquencyMembers
Q1 2026$660.2M$584.0M$486.7M$73.4M$1.2M0.73%3.88%0.80%40,056
Q4 2025$633.9M$558.4M$483.7M$72.2M$6.3M0.99%3.88%0.73%39,750
Q3 2025$615.1M$542.0M$475.6M$70.2M$4.3M0.94%3.95%0.86%39,710
Q2 2025$610.1M$532.1M$468.0M$68.7M$2.8M0.93%3.94%0.82%39,361
Q1 2025$609.1M$540.8M$454.3M$66.9M$1.0M0.66%3.77%0.62%39,134
Q4 2024$595.3M$527.6M$440.4M$65.9M$5.5M0.93%3.63%0.71%38,928
Q3 2024$583.2M$517.4M$432.2M$64.2M$3.9M0.88%3.63%0.76%38,873
Q2 2024$579.7M$516.3M$425.7M$63.1M$2.2M0.76%3.56%0.78%38,667

Loan mix (Q1 2026): real estate $189.0M · commercial $56.9M · consumer $208.8M · securities $82.2M

Ratio pack Q1 2026 · peer medians from 284 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
0.73%Q2 2024 → Q1 20260.62%
58th
Return on equity
Annualized net income ÷ equity or net worth
6.6%Q2 2024 → Q1 20265.9%
58th
Net interest margin
Interest income − interest expense, ÷ assets
3.88%Q2 2024 → Q1 20263.48%
79th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
80.2%Q1 2025 → Q1 202678.3%
59th
Non-interest income share
Fees and other income as a share of total revenue
00.0%
00.0%
Cost of funds
Annualized interest expense ÷ deposits
00.0%
00.0%
Balance sheet
RatioValueTrend (8q)Peer medianPeer percentile
Loan-to-deposit
Loans ÷ deposits (shares). Above ~90% needs funding; below ~60% needs loan demand
00.0%
00.0%
Loans-to-assets
How much of the balance sheet is lent out
00.0%
00.0%
Securities-to-assets
Investment portfolio as a share of assets
00.0%
00.0%
Cash-to-assets
On-balance-sheet liquidity
00.0%
00.0%
Capital
RatioValueTrend (8q)Peer medianPeer percentile
Capital ratio
Tier 1 capital (banks) or net worth (CUs) ÷ assets. NCUA well-capitalized line: 7%
00.0%
00.0%
Credit quality
RatioValueTrend (8q)Peer medianPeer percentile
Nonperforming / delinquency
Banks: nonperforming assets ÷ assets. CUs: 60+ day delinquent loans ÷ loans
00.0%
00.0%
Net charge-off rate
Annualized charge-offs net of recoveries ÷ loans
00.0%
00.0%
CRE concentration
Commercial real estate loans ÷ capital. Regulators flag banks above 300%
00.0%
00.0%
Franchise
RatioValueTrend (8q)Peer medianPeer percentile
Loans per member
Member borrowing depth
00.0%
00.0%
Deposits per member
Member relationship depth
00.0%
00.0%
12 more ratios, with trends and peer percentiles.

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