Heritage Bank (IA)

Overview / Commentary

319-373-5400

695 Marion Boulevard
Marion, IA 52302

Heritage Bank (IA) is headquartered in Marion and is the 258^th largest bank in the state of Iowa. It is also the 5,023^rd largest bank in the nation. It was established in 1899 and as of September of 2019, it had grown to 8 employees at 3 locations. Heritage Bank (IA) has a B+ health rating.

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Health

B+

Data as of Q3 2019

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Additional Factors: Institutions with a small asset base, a short operating history, or negative return on equity can represent an instability risk beyond what their financial ratios indicate. Heritage Bank (IA) has a low asset base.

Health Grade Components

Overall
FDIC Certificate #	18463
Year Established	1899
Employees	8
Primary Regulator	FDIC

Profit Margin
Return on Assets - YTD	0.24%
Return on Equity - YTD	2.47%
Annual Interest Income	$1.1MM

Assets and Liabilities
Assets	Q3 2019vs Q3 2018	$35.9MM$35.3MM
Loans	Q3 2019vs Q3 2018	$18.8MM$20.0MM
Deposits	Q3 2019vs Q3 2018	$31.3MM$30.4MM
Equity Capital	Q3 2019vs Q3 2018	$3.9MM$3.2MM
Loan Loss Allowance	Q3 2019vs Q3 2018	$126.00K$104.00K
Unbacked Noncurrent Loans	Q3 2019vs Q3 2018	$94.00K$99.00K
Real Estate Owned	Q3 2019vs Q3 2018	$0$659.00K

Rates

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Money Market
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* The APY shown varies based on the deposit amount. Expand the listing to see APYs for other deposit amounts.

Heritage Bank (IA) Savings Account Rates

APY	MIN	MAX	ACCOUNT NAME	VIEW DETAILS
0.15%	-	-	Savings Account

Heritage Bank (IA) Money Market Rates

APY	MIN	MAX	ACCOUNT NAME	VIEW DETAILS
0.35%^*	$10k^*	-	Money Market Investment Account
OTHER TIERS: 0.15% → $2.5k - $10k

Heritage Bank (IA) Checking Account Rates

APY	MIN	MAX	ACCOUNT NAME	VIEW DETAILS
0.10%	$500	-	NOW Account

Heritage Bank (IA) CD Rates

APY	MIN	MAX	ACCOUNT NAME
2.05%^*	$25k^*	-	33 Month CD Special
OTHER TIERS: 1.85% → $1k - $25k
1.80%^*	$25k^*	-	20 Month CD Special
OTHER TIERS: 1.60% → $1k - $25k

Locations

Heritage Bank (IA) Locations
Hiawatha Branch	2250 Blairs Ferry Road	Hiawatha, IA 52233
Delhi Branch	402 Franklin	Delhi, IA 52223
Heritage Bank	695 Marion Boulevard	Marion, IA 52302

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