credit union · NCUA 68495 · MT
How big is HELENA COMMUNITY?
HELENA COMMUNITY (MT, NCUA charter 68495) reported total assets of $310.8M, 18,333 members and a net worth ratio of 11.06% in its Call Report for 2026Q2. That ranks 1031 of 4,299 federally insured credit unions by assets, 272 of 1,061 among credit unions with $100m-$500m in assets, 8 of 41 credit unions in montana.
What stands out
HELENA COMMUNITY (MT, NCUA charter 68495) reported total assets of $310.8M, 18,333 members and a net worth ratio of 11.06% in its Call Report for 2026Q2. That ranks 1031 of 4,299 federally insured credit unions by assets, 272 of 1,061 among credit unions with $100m-$500m in assets, 8 of 41 credit unions in montana. Against its size class: net worth ratio 11.06%, below the peer median of 11.65%; loan-to-share ratio 79.15%, above the peer median of 73.15%; return on assets 0.68%, below the peer median of 0.74%. At 11.06% its net worth ratio is above the 7% NCUA threshold, which puts it in the "well capitalised" band of prompt corrective action; the regulator applies further tests, this page does not.
Key figures, 2026Q2
As filed with the NCUA; ratios computed by FACTANKER. Peer medians are percentile_cont over the group in the same quarter.
| Measure | 2026Q2 | Median, size class | Median, state | Median, all | Evidence |
|---|---|---|---|---|---|
| Total assets | $310.8M | $198.1M | $52.6M | $68.3M | record → |
| Shares and deposits | $268.6M | $172.3M | $45.2M | $58.3M | record → |
| Loans outstanding | $212.6M | $125.2M | $32.7M | $34.4M | record → |
| Net income (year to date) | $1.1M | $766.3k | $169.4k | $222.2k | record → |
| Net worth | $34.4M | $24.5M | $6.9M | $9.0M | record → |
| Net worth ratio | 11.06% | 11.65% | 11.96% | 12.65% | record → |
| Loan-to-share ratio | 79.15% | 73.15% | 71.19% | 68.70% | computed |
| Return on assets | 0.68% | 0.74% | 0.68% | 0.71% | computed |
| Members | 18,333 | 13,230 | 3,256 | 4,818 | record → |
Quarter by quarter
45 Call Reports on record, 2015Q2–2026Q2; the 40 most recent shown.
| Quarter | Total assets | Shares | Loans | Net income YTD | Net worth ratio | Members | Rank |
|---|---|---|---|---|---|---|---|
| 2026Q2 | $310.8M | $268.6M | $212.6M | $1.1M | 11.06% | 18,333 | 1031 |
| 2026Q1 | $310.5M | $267.4M | $213.0M | $502.9k | 10.89% | 18,704 | 1031 |
| 2025Q4 | $309.6M | $265.0M | $214.2M | $911.4k | 10.76% | 18,666 | 1021 |
| 2025Q3 | $309.5M | $260.7M | $219.7M | $837.8k | 10.74% | 19,255 | 1017 |
| 2025Q2 | $303.7M | $260.6M | $222.6M | $334.3k | 10.78% | 20,124 | 1033 |
| 2025Q1 | $304.3M | $260.2M | $226.6M | $217.8k | 10.76% | 20,505 | 1032 |
| 2024Q4 | $303.6M | $257.1M | $234.9M | $603.4k | 10.71% | 20,897 | 1019 |
| 2024Q3 | $306.9M | $258.7M | $243.2M | $891.3k | 10.69% | 22,438 | 1010 |
| 2024Q2 | $311.7M | $262.6M | $248.0M | $312.9k | 10.34% | 17,109 | 1002 |
| 2024Q1 | $314.6M | $265.7M | $244.7M | $341.0k | 9.95% | 20,460 | 999 |
| 2023Q4 | $314.9M | $263.9M | $254.5M | $1.5M | 10.14% | 20,521 | 978 |
| 2023Q3 | $280.8M | $234.7M | $231.2M | $1.2M | 10.72% | 17,037 | 1046 |
| 2023Q2 | $281.5M | $235.7M | $231.3M | $666.1k | 10.51% | 17,154 | 1048 |
| 2023Q1 | $285.8M | $241.2M | $231.0M | $168.0k | 10.17% | 16,834 | 1044 |
| 2022Q4 | $281.9M | $244.6M | $228.3M | $1.9M | 10.25% | 16,606 | 1043 |
| 2022Q3 | $280.6M | $250.1M | $225.0M | $1.4M | 10.13% | 16,668 | 1038 |
| 2022Q2 | $278.6M | $247.1M | $204.6M | $839.0k | 9.99% | 16,339 | 1040 |
| 2022Q1 | $281.5M | $253.7M | $190.7M | $434.4k | 9.75% | 16,091 | 1033 |
| 2021Q4 | $276.4M | $249.1M | $188.0M | $2.2M | 9.77% | 16,118 | 1028 |
| 2021Q3 | $268.9M | $242.8M | $190.1M | $1.5M | 9.78% | 16,308 | 1030 |
| 2021Q2 | $261.9M | $236.4M | $187.8M | $867.2k | 9.80% | 16,359 | 1044 |
| 2021Q1 | $260.6M | $234.8M | $176.1M | $388.5k | 9.66% | 16,192 | 1039 |
| 2020Q4 | $245.2M | $219.7M | $169.7M | $1.0M | 10.11% | 16,157 | 1041 |
| 2020Q3 | $237.4M | $212.2M | $167.4M | $788.9k | 10.35% | 16,364 | 1041 |
| 2020Q2 | $230.5M | $205.8M | $166.1M | $454.7k | 10.52% | 16,464 | 1049 |
| 2020Q1 | $213.4M | $188.9M | $160.8M | $227.0k | 11.25% | 16,326 | 1058 |
| 2019Q4 | $209.1M | $185.1M | $159.2M | $666.5k | 11.37% | 16,355 | 1050 |
| 2019Q3 | $206.3M | $183.1M | $160.2M | $349.0k | 11.37% | 16,522 | 1048 |
| 2019Q2 | $208.1M | $183.4M | $158.7M | $130.2k | 11.17% | 16,501 | 1041 |
| 2019Q1 | $211.1M | $186.1M | $155.7M | $-124.5k | 10.89% | 16,457 | 1039 |
| 2018Q4 | $207.6M | $181.8M | $154.2M | $564.3k | 11.14% | 16,396 | 1034 |
| 2018Q3 | $205.8M | $180.1M | $153.7M | $356.8k | 11.13% | 16,423 | 1038 |
| 2018Q2 | $201.9M | $177.7M | $149.2M | $-1.2k | 11.17% | 16,412 | 1049 |
| 2018Q1 | $200.9M | $177.2M | $141.7M | $-213.8k | 11.12% | 16,216 | 1051 |
| 2017Q4 | $194.1M | $170.3M | $137.5M | $1.1M | 11.62% | 16,086 | 1053 |
| 2017Q3 | $195.2M | $171.8M | $135.6M | $768.1k | 11.41% | 16,125 | 1048 |
| 2017Q2 | $194.1M | $171.2M | $131.1M | $454.2k | 11.31% | 16,052 | 1053 |
| 2017Q1 | $193.6M | $171.2M | $128.2M | $164.3k | 11.20% | 16,509 | 1051 |
| 2016Q4 | $187.4M | $165.4M | $126.4M | $689.8k | 11.47% | 18,460 | 1051 |
| 2016Q3 | $186.1M | $164.1M | $128.4M | $546.0k | 11.48% | 18,388 | 1048 |
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