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 Heritage Bank
Heritage Bank
| RSSD ID 225942 | CERTIFICATE 18463 | ABA NUMBER 73912808 |
| 695 Marion Blvd |
Quarter Ended : |
2025-03-31 |
| Marion, Iowa, 52302 |
Updated : |
2025-04-17 |
| www.heritagemarion.bank |
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| Institution Profile |
| Year Opened : |
1899 |
Institution Type : |
Commercial bank |
| Entity Type : |
State |
Federal Regulator : |
FDIC |
| Member Federal Reserve : |
No |
S-Corp : |
Yes |
| Fiduciary Powers : |
Yes |
Powers Exercised : |
Yes |
| Filing Type : |
051 |
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| Specialization : |
All Other Under 1 Billion |
| Number of Offices : |
3 |
Number of Employees : |
8 |
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| Financial Fast Facts |
Balance Sheet
(USD, in thousands) |
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Income Statement
(USD, in thousands, ytd) |
| Total Assets | 40,428 |
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Total Interest Income | 394 |
| Total Liabilities | 38,380 |
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Total NonInterest Income | 29 |
| Total Bank Equity Capital | 2,048 |
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Total Interest Expense | 146 |
| Total Deposits | 34,477 |
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Total NonInterest Expense | 351 |
| Net Loans & Leases | 19,795 |
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Net Income | (71) |
| Loan Loss Allowance | 179 |
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Net Charge Offs | 0 |
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| Regulatory Capital |
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Quarterly Averages
(USD, in thousands) |
| Community Bank Leverage Ratio | Yes |
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Total loans | 20,380 |
| Total assets for the leverage ratio | 39,984 |
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Loans secured by real estate: | 15,112 |
| Tier 1 Leverage Ratio | 9.16 |
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Commercial and industrial loans | 1,497 |
| Off Balance Sheet Exposures (%) | 0.06 |
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Loans to individuals - Credit Cards | 146 |
| Trading Assets and Liabilities (%) | 0 |
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Loans to individuals - Other | 365 |
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:· Heritage Bank
