CharterBench

Kellogg Midwest Federal Credit Union

Credit UnionFCULavista, NE·Est. 1946·NCUA #5286Compare ⇄
Total assets
$56.2M
-2.0% YoY
Shares & deposits
$43.4M
-3.3% YoY
Loans
$32.2M
-4.6% YoY
Members
2,506
-6.0% YoY
ROA (annualized)
-0.42%
peers 0.60%
ROE (annualized)
-1.97%
peers 4.10%

Peer comparison 2,508 credit unions with <100M in assets

MetricThis credit unionPeer medianΔ
Asset growth (YoY)-2.0%+1.3%-3.3 pts
Share growth (YoY)-3.3%+0.7%-3.9 pts
Loan growth (YoY)-4.7%-2.4%-2.3 pts
ROA-0.42%0.60%-1.0 pts
ROE-2.0%4.1%-6.1 pts

ROA ranks in the 14th percentile of its peer group · Q1 2026

Profile

Established
1946
Charter
FCU
Primary regulator
NCUA
NCUA peer group
Peer group 4
Address
9618 Brentwood Dr, Lavista, NE, 68128
NCUA charter #
5286
RSSD ID
581871
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$56.2M$43.4M$32.2M$12.1M$-60K-0.42%3.52%0.80%2,506
Q4 2025$54.9M$42.1M$32.7M$12.2M$90K0.16%3.69%0.99%2,533
Q3 2025$54.9M$42.0M$32.9M$12.2M$90K0.22%3.70%1.92%2,567
Q2 2025$55.7M$43.1M$33.1M$12.2M$73K0.26%3.64%2.28%2,616
Q1 2025$57.3M$44.8M$33.8M$12.1M$38K0.26%3.51%0.10%2,665
Q4 2024$56.8M$44.3M$34.2M$12.1M$366K0.64%3.30%0.69%2,687
Q3 2024$59.1M$46.7M$34.5M$12.0M$269K0.61%3.13%0.84%2,734
Q2 2024$60.6M$48.3M$35.4M$11.9M$162K0.53%2.97%0.82%2,773

Loan mix (Q1 2026): real estate $24.3M · commercial $0 · consumer $7.3M · securities $14.7M

Ratio pack Q1 2026 · peer medians from 2508 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
-0.42%Q2 2024 → Q1 20260.60%
14th
Return on equity
Annualized net income ÷ equity or net worth
-2.0%Q2 2024 → Q1 20264.1%
16th
Net interest margin
Interest income − interest expense, ÷ assets
3.52%Q2 2024 → Q1 20263.83%
37th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
103.5%Q1 2025 → Q1 202681.5%
87th
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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