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 Heritage Bank
Heritage Bank
| RSSD ID 225942 | CERTIFICATE 18463 | ABA NUMBER 73912808 |
| 695 Marion Blvd |
Quarter Ended : |
2025-12-31 |
| Marion, Iowa, 52302 |
Updated : |
2026-01-23 |
| 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 | 38,567 |
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Total Interest Income | 1,567 |
| Total Liabilities | 36,385 |
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Total NonInterest Income | 145 |
| Total Bank Equity Capital | 2,182 |
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Total Interest Expense | 578 |
| Total Deposits | 33,948 |
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Total NonInterest Expense | 1,375 |
| Net Loans & Leases | 19,194 |
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Net Income | (237) |
| Loan Loss Allowance | 177 |
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Net Charge Offs | 2 |
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| Regulatory Capital |
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Quarterly Averages
(USD, in thousands) |
| Total capital | 3,614 |
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Total loans | 20,388 |
| Total assets for the leverage ratio | 40,038 |
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Loans secured by real estate: | 15,405 |
| Tier 1 Leverage Ratio | 8.58 |
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Commercial and industrial loans | 970 |
| Tier 1 Capital Ratio | 17.22 |
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Loans to individuals - Credit Cards | 133 |
| Total Capital Ratio | 18.11 |
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Loans to individuals - Other | 334 |
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:· Heritage Bank
