SOUTHERN MISSOURI BANCORP, INC., 10-K filed on 9/13/2023
Annual Report
v3.23.2
Document and Entity Information - USD ($)
$ in Millions
12 Months Ended
Jun. 30, 2023
Sep. 08, 2023
Dec. 31, 2022
Cover [Abstract]      
Document Type 10-K    
Document Annual Report true    
Document Transition Report false    
Period End date Jun. 30, 2023    
Registrant CIK 0000916907    
Entity File Number 0-23406    
Registrant Name SOUTHERN MISSOURI BANCORP, INC.    
Entity Incorporation, State or Country Code MO    
Tax Identification Number (TIN) 43-1665523    
Entity Address, Address Line One 2991 Oak Grove Road    
Entity Address, City or Town Poplar Bluff    
Entity Address, State or Province MO    
Entity Address, Postal Zip Code 63901    
City Area Code 573    
Local Phone Number 778-1800    
Title of 12(b) Security Common Stock    
Trading Symbol SMBC    
Trading Exchange NASDAQ    
Voluntary filer No    
Well-known Seasoned Issuer No    
Current reporting status Yes    
Interactive Data Current Yes    
Filer Category Accelerated Filer    
Small Business false    
Emerging Growth Company false    
ICFR Auditor Attestation Flag true    
Shell Company false    
Number of common stock shares outstanding   11,336,462  
Fiscal Year End --06-30    
Document Fiscal Year Focus 2023    
Document Fiscal Period Focus FY    
Amendment Flag false    
Public Float     $ 356.8
Auditor Name FORVIS    
Auditor Firm ID 686    
Auditor Location Decatur, Illinois    
v3.23.2
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Jun. 30, 2023
Jun. 30, 2022
Assets    
Cash and cash equivalents $ 53,979 $ 86,792
Interest-bearing time deposits 1,242 4,768
Available for sale securities (Note 2) 417,554 235,394
Stock in FHLB of Des Moines 11,540 5,893
Stock in Federal Reserve Bank of St. Louis 9,061 5,790
Loans receivable, net of ACL of $47,820 and $33,192 at June 30, 2023 and June 30, 2022, respectively (Note 3) 3,571,078 2,686,198
Accrued interest receivable 18,871 11,052
Premises and equipment, net (Note 4) 92,397 71,347
Bank owned life insurance - cash surrender value 71,684 48,705
Goodwill 50,773 27,288
Other intangible assets, net 30,472 8,175
Prepaid expenses and other assets 31,560 23,380
TOTAL ASSETS 4,360,211 3,214,782
Liabilities and Stockholders' Equity    
Deposits (Note 5) 3,725,540 2,815,075
Advances from FHLB (Note 6) 133,514 37,957
Accounts payable and other liabilities 27,271 17,122
Accrued interest payable 4,723 801
Subordinated debt (Note 7) 23,105 23,055
TOTAL LIABILITIES 3,914,153 2,894,010
Commitments and contingencies (Note 12)
Common stock, $.01 par value; 25,000,000 shares authorized; 11,919,087 and 9,815,736 shares issued at June 30, 2023 and June 30, 2022, respectively 119 98
Additional paid-in capital 218,260 119,162
Retained earnings 270,720 240,115
Treasury stock of 588,625 shares at June 30, 2023 and June 30, 2022, at cost (21,116) (21,116)
Accumulated other comprehensive loss (21,925) (17,487)
TOTAL STOCKHOLDERS' EQUITY 446,058 320,772
TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY $ 4,360,211 $ 3,214,782
v3.23.2
CONSOLIDATED BALANCE SHEETS (Parenthetical) - USD ($)
$ in Thousands
Jun. 30, 2023
Jun. 30, 2022
CONSOLIDATED BALANCE SHEETS    
Loans And Leases Receivable Allowance $ 47,820 $ 33,192
Common Stock, Par or Stated Value Per Share $ 0.01 $ 0.01
Common Stock, Shares Authorized 25,000,000 25,000,000
Common Stock, Shares, Issued 11,919,087 9,815,736
Treasury Stock 588,625 588,625
v3.23.2
CONSOLIDATED STATEMENTS OF INCOME - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Interest Income      
Loans $ 162,224 $ 111,495 $ 105,077
Investment securities 5,324 2,197 2,130
Mortgage-backed securities 6,967 2,738 2,042
Other interest-earning assets 1,901 437 226
TOTAL INTEREST INCOME 176,416 116,867 109,475
Interest Expense      
Deposits 44,392 11,822 14,889
Securities sold under agreements to repurchase 213    
Advances from FHLB 3,627 792 1,366
Subordinated debt 1,439 686 534
TOTAL INTEREST EXPENSE 49,671 13,300 16,789
NET INTEREST INCOME 126,745 103,567 92,686
Provision (benefit) for credit losses (Note 3) 17,061 1,487 (1,024)
NET INTEREST INCOME AFTER PROVISION FOR LOAN LOSSES 109,684 102,080 93,710
Noninterest Income      
Deposit account charges and related fees 7,671 6,450 5,254
Bank card interchange income 5,260 4,224 3,913
Loan late charges 534 553 587
Loan servicing fees 1,483 946 1,454
Other loan fees 3,142 2,369 1,200
Net realized gains on sale of loans 875 1,598 3,980
Net realized gains on sale of AFS securities     90
Earnings on bank owned life insurance 1,516 1,168 1,800
Other income 5,723 3,895 1,764
TOTAL NONINTEREST INCOME 26,204 21,203 20,042
Noninterest Expense      
Compensation and benefits 46,896 35,611 31,010
Occupancy and equipment, net 11,220 9,248 7,880
Data processing expense 7,756 5,996 4,812
Telecommunications expense 1,679 1,273 1,261
Deposit insurance premiums 1,470 743 766
Legal and professional fees 4,051 1,362 1,093
Advertising 1,772 1,496 1,080
Postage and office supplies 1,197 823 796
Intangibles amortization 2,633 1,441 1,395
Foreclosed property expenses/losses 90 522 142
Other operating expense 7,661 4,864 3,812
TOTAL NONINTEREST EXPENSE 86,425 63,379 54,047
INCOME BEFORE INCOME TAXES 49,463 59,904 59,705
Income Taxes      
Current 11,200 13,352 10,844
Deferred (974) (617) 1,681
TOTAL INCOME TAXES 10,226 12,735 12,525
NET INCOME $ 39,237 $ 47,169 $ 47,180
Basic earnings per share $ 3.86 $ 5.22 $ 5.22
Diluted earnings per share 3.85 5.21 5.22
Dividends paid $ 0.84 $ 0.80 $ 0.62
v3.23.2
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME      
NET INCOME $ 39,237 $ 47,169 $ 47,180
Other comprehensive income (loss):      
Unrealized losses on securities available-for-sale (5,696) (26,100) (1,925)
Less: reclassification adjustment for realized gains included in net income     90
Defined benefit pension plan net gain (loss) 5 (11) 6
Tax benefit 1,253 5,742 444
Total other comprehensive loss (4,438) (20,369) (1,565)
COMPREHENSIVE INCOME $ 34,799 $ 26,800 $ 45,615
v3.23.2
CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
$ in Thousands
Common Stock
Additional Paid-in Capital
Retained Earnings
Impact of adoption ASU 2016-13
Retained Earnings
Treasury Stock, Common Stock
Accumulated Other Comprehensive Income (Loss)
Impact of adoption ASU 2016-13
Total
BEGINNING BALANCE at Jun. 30, 2020 $ 93 $ 95,035 $ (7,151) $ 165,709 $ (6,937) $ 4,447 $ (7,151) $ 258,347
Net Income       47,180       47,180
Change in unrealized gain on available for sale securities, net           (1,571)   (1,571)
Defined benefit pension plan net gain (loss)           6   6
Dividends paid on common stock       (5,598)       (5,598)
Stock option expense   142           142
Stock grant expense   408           408
Common Stock Issued 1             1
Treasury stock purchased         (8,341)     (8,341)
ENDING BALANCE at Jun. 30, 2021 94 95,585   200,140 (15,278) 2,882   283,423
Net Income       47,169       47,169
Change in unrealized gain on available for sale securities, net           (20,358)   (20,358)
Defined benefit pension plan net gain (loss)           (11)   (11)
Dividends paid on common stock       (7,194)       (7,194)
Stock option expense   165           165
Stock grant expense   532           532
Common Stock Issued 4 22,880           22,884
Treasury stock purchased         (5,838)     (5,838)
ENDING BALANCE at Jun. 30, 2022 98 119,162   240,115 (21,116) (17,487)   320,772
Net Income       39,237       39,237
Change in unrealized gain on available for sale securities, net           (4,443)   (4,443)
Defined benefit pension plan net gain (loss)           5   5
Dividends paid on common stock       (8,632)       (8,632)
Stock option expense   255           255
Stock grant expense   584           584
Common Stock Issued 21 98,259           98,280
ENDING BALANCE at Jun. 30, 2023 $ 119 $ 218,260   $ 270,720 $ (21,116) $ (21,925)   $ 446,058
v3.23.2
CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY (Parenthetical) - $ / shares
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY      
Dividends paid on common stock $ 0.84 $ 0.80 $ 0.62
v3.23.2
CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Cash Flows From Operating Activities:      
NET INCOME $ 39,237 $ 47,169 $ 47,180
Items not requiring (providing) cash:      
Depreciation 4,923 4,480 4,029
(Gain) loss on disposal of fixed assets (444) 3 80
Stock option and stock grant expense 839 697 550
(Gain) loss on sale/write-down of REO (44) 460 55
Amortization of intangible assets 2,633 1,441 1,395
Accretion of purchase accounting adjustments (3,737) (1,565) (1,502)
Increase in cash surrender value of bank owned life insurance (BOLI) (1,516) (1,168) (1,800)
Provision (benefit) for credit losses 17,061 1,487 (1,024)
Gains realized on sale of AFS securities     (90)
Net amortization of premiums and discounts on securities 776 1,198 1,633
Originations of loans held for sale (21,419) (42,808) (151,171)
Proceeds from sales of loans held for sale 21,548 44,004 151,813
Gain on sales of loans held for sale (875) (1,598) (3,980)
Changes in:      
Accrued interest receivable (5,400) (391) 2,037
Prepaid expenses and other assets 5,449 9,681 1,790
Accounts payable and other liabilities 580 5,016 (47)
Deferred income taxes (974) (617) 1,681
Accrued interest payable 3,386 (147) (867)
NET CASH PROVIDED BY OPERATING ACTIVITIES 62,023 67,342 51,762
Cash flows from investing activities:      
Net increase in loans (447,208) (281,544) (62,864)
Net change in interest-bearing deposits 1,227 (1,488) (7)
Proceeds from maturities of available for sale securities 35,368 40,474 57,723
Proceeds from sales of available for sale securities 136,714   16,284
Net (purchases) redemptions of Federal Home Loan Bank stock (4,473) 691 517
Net purchases of Federal Reserve Bank of St. Louis stock (3,271) (759) (668)
Purchases of available-for-sale securities (132,032) (96,144) (108,057)
Purchases of long-term investment (195) (383) (40)
Purchases of premises and equipment (6,039) (4,617) (2,856)
Net cash received in acquisition 208,336 48,767  
Investments in state & federal tax credits (7,867) (11,276) (5,325)
Proceeds from sale of fixed assets 3,724 928 580
Proceeds from sale of foreclosed assets 2,041 1,423 1,444
Proceeds from BOLI claim 270   1,351
NET CASH USED IN INVESTING ACTIVITIES (213,405) (303,928) (101,918)
Cash flows from financing activities:      
Net (decrease) increase in demand deposits and savings accounts (245,130) 273,356 257,876
Net increase (decrease) in certificates of deposits 304,494 (31,221) (111,885)
Net decrease in securities sold under agreements to repurchase (27,629)    
Proceeds from Federal Home Loan Bank advances 1,913,830   110,100
Repayments of Federal Home Loan Bank advances (1,818,381) (29,300) (122,649)
Purchase of treasury stock   (5,838) (8,341)
Dividends paid on common stock (8,632) (7,194) (5,598)
NET CASH PROVIDED BY FINANCING ACTIVITIES 118,552 199,803 119,503
(Decrease) increase in cash and cash equivalents (32,830) (36,783) 69,347
Cash and cash equivalents at beginning of period 86,809 123,592 54,245
Cash and cash equivalents at end of period 53,979 86,809 123,592
Noncash investing and financing activities:      
Conversion of loans to foreclosed real estate 1,073 127 748
Conversion of foreclosed real estate to loans 960    
Conversion of loans to repossessed assets 108 26 461
Right of use assets obtained in exchange for lease obligations: Operating Leases 216 95 804
Company Purchases - Liabilities were assumed as follows:      
Less: common stock issued   22,885  
Cash paid during the period for:      
Interest (net of interest credited) 5,649 2,057 2,654
Income taxes 4,307 361 $ 9,240
Fortune      
Company Purchases - Liabilities were assumed as follows:      
Fair value of assets acquired 1,019,722    
Less: common stock issued 98,280    
Cash received 34,889    
Liabilities assumed $ 886,553    
First National Bank, Cairo      
Company Purchases - Liabilities were assumed as follows:      
Fair value of assets acquired   267,913  
Cash received   12,663  
Liabilities assumed   232,365  
Central Federal Bancshares      
Company Purchases - Liabilities were assumed as follows:      
Fair value of assets acquired   1,707  
Liabilities assumed   28,859  
Cash paid for the capital stock   $ 27,151  
v3.23.2
Organization and Summary of Significant Accounting Policies
12 Months Ended
Jun. 30, 2023
Organization and Summary of Significant Accounting Policies  
Organization and Summary of Significant Accounting Policies

NOTE 1: Organization and Summary of Significant Accounting Policies

Organization. Southern Missouri Bancorp, Inc., a Missouri corporation (the Company) was organized in 1994 and is the parent company of Southern Bank (the Bank). Substantially all of the Company’s consolidated revenues are derived from the operations of the Bank, and the Bank represents substantially all of the Company’s consolidated assets and liabilities. SB Real Estate Investments, LLC is a wholly-owned subsidiary of the Bank formed to hold Southern Bank Real Estate Investments, LLC. Southern Bank Real Estate Investments, LLC is a real estate investment trust (REIT) which is controlled by SB Real Estate Investments, LLC, and has other preferred shareholders in order to meet the requirements to be a REIT. At June 30, 2023, assets of the REIT were approximately $1.4 billion, and consisted primarily of real estate loan participations acquired from the Bank.

The Bank is primarily engaged in providing a full range of banking and financial services to individuals and corporate customers in its market areas. The Bank and Company are subject to competition from other financial institutions. The Bank and Company are subject to the regulation of certain federal and state agencies and undergo periodic examinations by those regulatory authorities.

Basis of Financial Statement Presentation. The consolidated financial statements of the Company have been prepared in conformity with accounting principles generally accepted in the United States of America and general practices within the banking industry. In the normal course of business, the Company encounters two significant types of risk: economic and regulatory. Economic risk is comprised of interest rate risk, credit risk, and market risk. The Company is subject to interest rate risk to the degree that its interest-bearing liabilities reprice on a different basis than its interest-earning assets. Credit risk is the risk of default on the Company’s investment or loan portfolios resulting from the borrowers’ inability or unwillingness to make contractually required payments. Market risk reflects changes in the value of the investment portfolio, collateral underlying loans receivable, and the value of the Company’s investments in real estate.

Principles of Consolidation. The consolidated financial statements include the accounts of the Company and its wholly-owned subsidiaries. All significant intercompany accounts and transactions have been eliminated.

Use of Estimates. The preparation of consolidated financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosures of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates.

On July 1, 2020, the Company adopted ASU 2016-13, Financial Instruments – Credit Losses, also known as the current expected credit loss (“CECL”) standard, which created material changes to the existing critical accounting policy that existed at June 30, 2020. Effective July 1, 2020, the significant accounting policy which was considered to be the most critical in preparing the Company’s consolidated financial statements is the determination of the allowance for credit losses (“ACL”) on loans.

Material estimates that are particularly susceptible to significant change relate to the determination of the allowance for credit losses, and estimated fair values of purchased loans.

Cash and Cash Equivalents. For purposes of reporting cash flows, cash and cash equivalents includes cash, due from depository institutions and interest-bearing deposits in other depository institutions with original maturities of three months or less. Interest-bearing deposits in other depository institutions were $3.8 million and $47.3 million at June 30, 2023 and 2022, respectively. The deposits are held in various commercial banks with a total of $1.3 million and $5.8 million exceeding the FDIC deposit insurance limits at June 30, 2023 and 2022, respectively, as well as at the Federal Reserve and the Federal Home Loan Bank of Des Moines and Chicago.

Interest-bearing Time Deposits. Interest bearing deposits in banks mature within three years and are carried at cost.

Available for Sale Securities. Available for sale securities (“AFS”), which include any security for which the Company has no immediate plan to sell but which may be sold in the future, are carried at fair value. Unrealized gains and losses, net of tax, are reported in accumulated other comprehensive income (loss), a component of stockholders’ equity. All securities have been classified as available for sale.

Premiums and discounts on debt securities are amortized or accreted as adjustments to income over the estimated life of the security using the level yield method. Realized gains or losses on the sale of securities is based on the specific identification method. The fair value of securities is based on quoted market prices or dealer quotes. If a quoted market price is not available, fair value is estimated using quoted market prices for similar securities.

The Company does not invest in collateralized mortgage obligations that are considered high risk.

For AFS securities with fair value less than amortized cost that management has no intent to sell and believes that it more likely than not will not be required to sell prior to recovery, only the credit loss component of the impairment is recognized in earnings, while the noncredit loss is recognized in accumulated other comprehensive income (loss). The credit loss component recognized in earnings is identified as the amount of principal cash flows not expected to be received over the remaining term of the security as projected based on cash flow projections, and is recorded to the ACL, by a charge to provision for credit losses. Accrued interest receivable is excluded from the estimate of credit losses. Both the ACL and the adjustment to net income may be reversed if conditions change. However, if the Company intends to sell an impaired AFS security, or, if it is more likely than not the Company will be required to sell such a security before recovering its amortized cost basis, the entire impairment amount would be recognized in earnings with a corresponding adjustment to the security’s amortized cost basis. Because the security’s amortized cost basis is adjusted to fair value, there is no ACL in this situation.

The Company evaluates impaired AFS securities at the individual level on a quarterly basis, and considers factors including, but not limited to: the extent to which the fair value of the security is less than the amortized cost basis; adverse conditions specifically related to the security, an industry, or geographic area; the payment structure of the security and likelihood of the issuer to be able to make payments that may increase in the future; failure of the issuer to make scheduled interest or principal payments; any changes to the rating of the security by a rating agency; and the ability and intent to hold the security until maturity. A qualitative determination as to whether any portion of the impairment is attributable to credit risk is acceptable. There were no credit related factors underlying unrealized losses on AFS securities at June 30, 2023, or June 30, 2022.

Changes in the ACL are recorded as expense. Losses are charged against the ACL when management believes the uncollectability of an AFS debt security is confirmed or when either of the criteria regarding intent or requirement to sell is met.

Federal Reserve Bank and Federal Home Loan Bank Stock. The Bank is a member of the Federal Reserve and the Federal Home Loan Bank (FHLB) systems. Capital stock of the Federal Reserve and the FHLB is a required investment based upon a predetermined formula and is carried at cost.

Loans. Loans are generally stated at unpaid principal balances, less the ACL, any net deferred loan origination fees, and unamortized premiums or discounts on purchased loans.

Interest on loans is accrued based upon the principal amount outstanding. The accrual of interest on loans is discontinued when, in management’s judgment, the collectability of interest or principal in the normal course of business is doubtful. The Company complies with regulatory guidance which indicates that loans should be placed in nonaccrual status when 90 days past due, unless the loan is both well-secured and in the process of collection. A loan that is “in the process of collection” may be subject to legal action or, in appropriate circumstances, through other collection efforts

reasonably expected to result in repayment or restoration to current status in the near future. A loan is considered delinquent when a payment has not been made by the contractual due date. Interest income previously accrued but not collected at the date a loan is placed on nonaccrual status is reversed against interest income. Cash receipts on a nonaccrual loan are applied to principal and interest in accordance with its contractual terms unless full payment of principal is not expected, in which case cash receipts, whether designated as principal or interest, are applied as a reduction of the carrying value of the loan. A nonaccrual loan is generally returned to accrual status when principal and interest payments are current, full collectability of principal and interest is reasonably assured, and a consistent record of performance has been demonstrated.

The ACL is a valuation account that is deducted from the loans’ amortized cost basis to present the net amount expected to be collected on the loans, and is established through provision for credit losses charged to current earnings. The ACL is increased by the provision for losses on loans charged to expense and reduced by loans charged off, net of recoveries. Loans are charged off in the period deemed uncollectible, based on management’s analysis of expected cash flows (for non-collateral dependent loans) or collateral value (for collateral-dependent loans). Subsequent recoveries of loans previously charged off, if any, are credited to the allowance when received.

Management estimates the ACL using relevant available information, from internal and external sources, relating to past events, current conditions, and reasonable and supportable forecasts. Adjustments may be made to historical loss information for differences identified in current loan-specific risk characteristics, such as differences in underwriting standards or terms; lending review systems; experience, ability, or depth of lending management and staff; portfolio growth and mix; delinquency levels and trends; as well as for changes in environmental conditions, such as changes in economic activity or employment, agricultural economic conditions, property values, or other relevant factors. The Company generally incorporates a reasonable and supportable forecast period of four quarters, and a four-quarter, straight-line reversion period to return to long-term historical averages.

The ACL is measured on a collective (pool) basis when similar risk characteristics exist. For loans that do not share general risk characteristics with the collectively evaluated pools, the Company estimates credit losses on an individual loan basis, and these loans are excluded from the collectively evaluated pools. An ACL for an individually evaluated loan is recorded when the amortized cost basis of the loan exceeds the discounted estimated cash flows using the loan’s initial effective interest rate or the fair value, less estimated costs to sell, of the collateral for certain collateral dependent loans. For the collectively evaluated pools, the Company segments the loan portfolio primarily by loan purpose and collateral into 24 pools, which are homogeneous groups of loans that possess similar loss potential characteristics. The Company primarily utilizes the discounted cash flow (“DCF”) methodology for measurement of the required ACL. For a limited number of pools with a relatively small balance of unpaid principal balance, the Company utilized the remaining life method. The DCF model implements probability of default (“PD”) and loss given default (“LGD”) calculations at the instrument level. PD and LGD are determined based on a regression analysis and correlation of historical losses with various economic factors over time. In general, the Company’s losses have not correlated well with economic factors, and the Company has utilized peer data where more appropriate. The Company defines a default as an event of charge off, an adverse (substandard or worse) internal credit rating, becoming delinquent 90 days or more, or being placed on nonaccrual status. A PD/LGD estimate is applied to a projected model of the loan’s cashflow,

including principal and interest payments, with consideration for prepayment speeds, principal curtailments, and recovery lag.

Subsequent to the July 1, 2020, adoption of ASU 2016-13, loans acquired in a business combination that have experienced more-than-insignificant deterioration in credit quality since origination are considered purchased credit deteriorated (“PCD”) loans. At the acquisition date, an estimate of expected credit losses is made for groups of PCD loans with similar risk characteristics and individual PCD loans without similar risk characteristics. This initial ACL is allocated to individual PCD loans and added to the purchase price or acquisition date fair values to establish the initial amortized cost basis of the PCD loans. As the initial ACL is added to the purchase price, there is no credit loss expense recognized upon acquisition of a PCD loan. Any difference between the unpaid principal balance of PCD loans and the amortized cost basis is considered to relate to non-credit factors and results in a discount or premium. Discounts and premiums are recognized through interest income on a level-yield method over the life of the loans.

Upon adoption of ASU 2016-13, the amortized cost basis of the PCD assets were adjusted to reflect the addition of $434,000 to the ACL. The remaining noncredit discount, based on the adjusted amortized cost basis, will be accreted into interest income at the effective interest rate as of July 1, 2020.

Loan fees and certain direct loan origination costs are deferred, and the net fee or cost is recognized as an adjustment to interest income using the interest method over the contractual life of the loans.

Off-Balance Sheet Credit Exposures. Off-balance sheet credit instruments include commitments to make loans, and commercial letters of credit, issued to meet customer financing needs. The Company’s exposure to credit loss in the event of non-performance by the other party to the financial instrument for off-balance sheet loan commitments is represented by the contractual amount of those instruments. Such financial instruments are recorded when they are funded. The ACL on off-balance sheet credit exposures is estimated by loan pool on a quarterly basis under the current CECL model using the same methodologies as portfolio loans, taking into consideration the likelihood that funding will occur and is included in other liabilities on the Company’s consolidated balance sheets. The Company records an ACL on off-balance sheet credit exposures, unless the commitments to extend credit are unconditionally cancelable. In prior periods the charge for credit loss expense for off-balance sheet credit exposures was included in other non-interest expense in the Company’s consolidated statements of income, whereas under updated regulatory accounting guidelines, that figure is combined with the provision for credit losses beginning July 1, 2020.

Foreclosed Real Estate. Real estate acquired by foreclosure or by deed in lieu of foreclosure is initially recorded at fair value less estimated selling costs, establishing a new cost basis. Costs for development and improvement of the property are capitalized.

Valuations are periodically performed by management, and an allowance for losses is established by a charge to operations if the carrying value of a property exceeds its estimated fair value, less estimated selling costs.

Loans to facilitate the sale of real estate acquired in foreclosure are discounted if made at less than market rates. Discounts are amortized over the fixed interest period of each loan using the interest method.

Premises and Equipment. Premises and equipment are stated at cost less accumulated depreciation and include expenditures for major betterments and renewals. Maintenance, repairs, and minor renewals are expensed as incurred. When property is retired or sold, the retired asset and related accumulated depreciation are removed from the accounts and the resulting gain or loss taken into income. The Company reviews property and equipment for impairment whenever events or changes in circumstances indicate that the carrying amount of an asset may not be recoverable. If such assets are considered to be impaired, the impairment loss recognized is measured by the amount by which the carrying amount exceeds the fair value of the assets.

Depreciation is computed by use of straight-line method over the estimated useful lives of the assets. Estimated lives are generally seven to forty years for premises, three to seven years for equipment, and three years for software.

Bank Owned Life Insurance. Bank owned life insurance policies are reflected in the consolidated balance sheets at the estimated cash surrender value. Changes in the cash surrender value of these policies, as well as a portion of the insurance proceeds received, are recorded in noninterest income in the consolidated statements of income.

Goodwill. The Company’s goodwill is evaluated annually for impairment or more frequently if impairment indicators are present. A qualitative assessment is performed to determine whether the existence of events or circumstances leads to a determination that it is more likely than not the fair value is less than the carrying amount, including goodwill. If, based on the evaluation, it is determined to be more likely than not that the fair value is less than the carrying value, then goodwill is tested further for impairment. If the implied fair value of goodwill is lower than its carrying amount, a goodwill impairment is indicated and goodwill is written down to its implied fair value. Subsequent increases in goodwill value are not recognized in the consolidated financial statements. As of June 30, 2023, there was no impairment indicated, based on a qualitative assessment of goodwill, which considered: the market value of the Company’s common stock, concentrations of credit; profitability; nonperforming assets; capital levels; and results of recent regulatory examinations.

Intangible Assets. The Company’s intangible assets at June 30, 2023 included gross core deposit intangibles of $39.1 million with $14.0 million accumulated amortization, gross other identifiable intangibles of $6.4 million with accumulated amortization of $3.9 million, and mortgage and SBA servicing rights of $2.9 million. At June 30, 2022, the Company’s intangible assets included gross core deposit intangibles of $17.0 million with $11.5 million accumulated amortization, gross other identifiable intangibles of $3.8 million with accumulated amortization of $3.8 million, and mortgage servicing rights of $2.7 million. The Company’s core deposit intangible assets are being amortized using the straight line method, over periods ranging from five to ten years, with amortization expense expected to be approximately $4.1 million in fiscal 2024, $3.5 million in fiscal 2025, $3.0 million in fiscal 2026, $2.7 million in fiscal 2027, $2.7 million in fiscal 2028, and $11.5 million thereafter. As of June 30, 2023, and June 30, 2022, there was no impairment indicated.

Income Taxes. The Company accounts for income taxes in accordance with income tax accounting guidance (ASC 740, Income Taxes). The income tax accounting guidance results in two components of income tax expense: current and deferred. Current income tax expense reflects taxes to be paid or refunded for the current period by applying the provisions of the enacted tax law to the taxable income or excess of deductions over revenues. The Company determines deferred income taxes using the liability (or balance sheet) method. Under this method, the net deferred tax asset or liability is based on the tax effects of the differences between the book and tax bases of assets and liabilities, and enacted changes in tax rates and laws are recognized in the period in which they occur.

Deferred income tax expense results from changes in deferred tax assets and liabilities between periods. Deferred tax assets are recognized if it is more likely than not, based on the technical merits, that the tax position will be realized or sustained upon examination. The term more likely than not means a likelihood of more than 50 percent; the terms examined and upon examination also include resolution of the related appeals or litigation processes, if any. A tax position that meets the more-likely-than-not recognition threshold is initially and subsequently measured as the largest amount of tax benefit that has a greater than 50 percent likelihood of being realized upon settlement with a taxing authority that has full knowledge of all relevant information. The determination of whether or not a tax position has met the more-likely-than-not recognition threshold considers the facts, circumstances, and information available at the reporting date and is subject to the management’s judgment. Deferred tax assets are reduced by a valuation allowance if, based on the weight of evidence available, it is more likely than not that some portion or all of a deferred tax asset will not be realized.

The Company recognizes interest and penalties on income taxes as a component of income tax expense.

The Company files consolidated income tax returns with its subsidiaries, the Bank and SB Real Estate Investments, LLC, with a tax year ended June 30. Southern Bank Real Estate Investments, LLC files a separate REIT return for federal tax purposes, and also files state income tax returns with a tax year ended December 31.

Incentive Plans. The Company accounts for its Equity Incentive Plan (EIP), and Omnibus Incentive Plan (OIP) in accordance with ASC 718, “Share-Based Payment.” Compensation expense is based on the market price of the Company’s stock on the date the shares are granted and is recorded over the vesting period. The difference between the grant-date fair value and the fair value on the date the shares are considered earned represents a tax benefit to the Company that is recorded as an adjustment to income tax expense.

Non-Employee Directors’ Retirement. The Bank entered into directors’ retirement agreements beginning in April 1994 for non-employee directors and continued to do so for new non-employee directors joining the Bank’s board through December 2014. These directors’ retirement agreements provide that each participating non-employee director (participant) shall receive, upon termination of service on the Board on or after age 60, other than termination for cause, a benefit in equal annual installments over a five year period. The benefit will be based upon the product of the participant’s vesting percentage and the total Board fees paid to the participant during the calendar year preceding termination of service on the Board. The vesting percentage shall be determined based upon the participant’s years of service on the Board.

In the event that the participant dies before collecting any or all of the benefits, the Bank shall pay the participant’s beneficiary. Benefits shall not be payable to anyone other than the beneficiary, and shall terminate on the death of the beneficiary.

Stock Options. Compensation cost is measured based on the grant-date fair value of the equity instruments issued, and recognized over the vesting period during which an employee provides service in exchange for the award.

Earnings Per Share. Basic earnings per share available to common stockholders is computed using the weighted-average number of common shares outstanding. Diluted earnings per share available to common stockholders includes the effect of all weighted-average dilutive potential common shares (stock options and restricted stock grants) outstanding during each period.

Comprehensive Income. Comprehensive income consists of net income and other comprehensive income (loss), net of applicable income taxes. Other comprehensive income (loss) includes unrealized appreciation (depreciation) on available-for-sale securities, unrealized appreciation (depreciation) on available-for-sale securities for which a portion of an other-than-temporary impairment has been recognized in income, and changes in the funded status of defined benefit pension plans.

Transfers Between Fair Value Hierarchy Levels. Transfers in and out of Level 1 (quoted market prices), Level 2 (other significant observable inputs) and Level 3 (significant unobservable inputs) are recognized on the period ending date.

Wealth Management Assets and Fees. Assets managed in fiduciary or investment management accounts by the Company are not included in the consolidated balance sheets since such items are not assets of the Company or its subsidiaries. Fees from fiduciary or investment management activities are recorded on a cash basis over the period in which the service is provided. Fees are generally a function of the market value of assets managed and administered, the volume of transactions, and fees for other services rendered, as set forth in the agreement between the customer and the Company. This revenue recognition involves the use of estimates and assumptions, including components that are calculated based on asset valuations and transaction volumes. Any out-of-pocket expenses or services not typically covered by the fee schedule for fiduciary activities are charged directly to the account on a gross basis as revenue is incurred. The Southern Wealth Management division held fiduciary assets totaling $102.0 million and $0 as of June 30, 2023 and 2022, respectively, and investment management assets totaling $464.2 million and $252.3 million as of June 30, 2023 and 2022, respectively.

The following paragraphs summarize the impact of new accounting pronouncements:

In June 2016, the FASB issued ASU 2016-13, Financial Instruments – Credit Losses (Topic 326), which the Company adopted July 1, 2020. The Update amended guidance on reporting credit losses for financial assets held at amortized cost basis and available for sale debt securities. For financial assets held at amortized cost basis, Topic 326 eliminated the probable initial recognition threshold in current GAAP and, instead, requires an entity to reflect its current estimate of all expected credit losses. The Update affects loans, debt securities, trade receivables, net investments in leases, off balance sheet credit exposures, and any other financial assets not excluded from the scope that have the contractual right to receive cash. Adoption was applied on a modified retrospective basis, through a cumulative-effect adjustment to retained earnings. Adoption resulted in an increase to the ACL of $8.9 million, related to the transition from the incurred loss model to the CECL ACL model, and an increase of $434,000 related to the transition from PCI to PCD methodology, relative to the ALLL as of June 30, 2020. The Company also recorded an adjustment to the reserve for unfunded commitments recorded in other liabilities of $268,000. The impact at adoption was reflected as an adjustment to beginning retained earnings, net of income taxes, in the amount of $7.2 million. In accordance with the new standard, management did not reassess whether PCI assets met the criteria of PCD assets as of the date of adoption. The adoption of ASU 2016-13 in fiscal 2021 could also impact the Company’s future earnings, perhaps materially.

The following table illustrates the impact of adoption of ASU 2016-13:

July 1, 2020

 

As reported

 

As reported

 

Impact of

 

under

 

prior to

 

adoption

(dollars in thousands)

    

ASU 2016-13

    

ASU 2016-13

    

ASU 2016-13

Loans receivable

$

2,142,363

$

2,141,929

$

434

Allowance for credit losses on loans:

Real Estate Loans:

Residential

 

8,396

 

4,875

 

3,521

Construction

 

1,889

 

2,010

 

(121)

Commercial

 

15,988

 

12,132

 

3,856

Consumer loans

 

2,247

 

1,182

 

1,065

Commercial loans

 

5,952

 

4,940

 

1,012

Total allowance for credit losses on loans

$

34,472

$

25,139

$

9,333

Total allowance for credit losses on off-balance sheet credit exposures

$

2,227

$

1,959

$

268

The above table includes the impact of ASU 2016-13 adoption for PCD assets previously classified as PCI. The change in the ACL includes $434,000 attributable to residential and commercial real estate loans, and the amortized cost basis of loans receivable was increased for those loans by that total amount.

In March 2020, the CARES Act was signed into law, creating a forbearance program for federally backed mortgage loans, protects borrowers from negative credit reporting due to loan accommodations related to the National Emergency, and provides financial institutions the option to temporarily suspend certain requirements under U.S. GAAP related to troubled debt restructurings (TDR) for a limited period of time to account for the effects of COVID-19. The Company elected to not apply ASC Subtopic 310-40 for loans eligible under the CARES Act, based on the modification’s (1) relation to COVID-19, (2) execution for a loan that was not more than 30-days past due as of December 31, 2019, and (3) execution between March 1, 2020, and the earlier of the date that falls 60 days following the termination of the declared National Emergency, or December 31, 2020. The 2021 Consolidated Appropriations Act, signed into law in December 2020, extended the window during which loans could have been modified without classification as TDRs under ASC Subtopic 310-40, to the earlier of January 1, 2022, or 60 days following the termination of the declared National Emergency.

In March 2020, the FASB issued ASU No. 2020-04, “Reference Rate Reform (Topic 848): Facilitation of the Effects of Reference Rate Reform on Financial Reporting (Topic 848)," to provide temporary optional guidance to ease

the potential burden in accounting for reference rate reform. LIBOR and other interbank offered rates have been widely used benchmarks or reference rates in the United States and globally. Trillions of dollars in loans, derivatives, and other financial contracts reference LIBOR, the benchmark interest rate banks use to make short-term loans to each other. With global capital markets expected to move away from LIBOR and other interbank offered rates and move toward rates that are more observable or transaction based and less susceptible to manipulation, the FASB launched a broad project in late 2018 to address potential accounting challenges expected to arise from the transition. The new guidance provides optional expedients and exceptions for applying generally accepted accounting principles to contract modifications and hedging relationships, subject to meeting certain criteria, that reference LIBOR or another reference rate expected to be discontinued. The ASU is intended to help stakeholders during the global market-wide reference rate transition period.

Originally, an entity could apply this ASU as of the beginning of an interim period that includes the March 12, 2020 issuance date of the ASU, through December 31, 2022. With the issuance of ASU 2022-06 - Reference Rate Reform (Topic 848): Deferral of the Sunset Date of Topic 848, the sunset date for adoption of ASU 2020-04 was extended from December 31, 2022 to December 31, 2024. The Company is evaluating the impact of this ASU but does not expect it to have a material impact on the Company’s consolidated financial statements.

In January 2021, the FASB has published ASU 2021-01, “Reference Rate Reform. (Topic 848)”. ASU 2021-01 clarified that certain optional expedients and exceptions in Topic 848 for contract modifications and hedge accounting apply to derivatives that are affected by the discounting transition. The ASU also amended the expedients and exceptions in Topic 848 to capture the incremental consequences of the scope clarification and to tailor the existing guidance to derivative instruments affected by the discounting transition. An entity may elect to apply the amendments in this update on a full retrospective basis as of any date from the beginning of an interim period that includes or is subsequent to March 12, 2020, or on a prospective basis to new modifications from any date within an interim period that includes or is subsequent to the date of the issuance of a final update, up to the date that financial statements are available to be issued. If an entity elects to apply any of the amendments in this update for an eligible hedging relationship, any adjustments as a result of those elections must be reflected as of the date the entity applies the election. Originally, the amendments in this update did not apply to contract modifications made after December 31, 2022, new hedging relationships entered into after December 31, 2022, and existing hedging relationships evaluated for effectiveness in periods after December 31, 2022 except for hedging relationships existing as of December 31, 2022, that apply certain optional expedients in which the accounting effects are recorded through the end of the hedging relationship (including periods after December 31, 2022). With the issuance of ASU 2022-06 Reference Rate Reform (Topic 848): Deferral of the Sunset Date of Topic 848, the sunset date for adoption of ASU 2021-01 was extended from December 31, 2022 to December 31, 2024. The Company is evaluating the impact of this ASU but does not expect it to have a material impact on the Company’s consolidated financial statements.

In March 2022, the FASB issued ASU No. 2022-02, “Financial Instruments – Credit Losses (Topic 326), Troubled Debt Restructurings and Vintage Disclosures.” ASU 2022-02 eliminates the accounting guidance for TDRs in ASC 310-40, “Receivables – Troubled Debt Restructurings by Creditors” for entities that have adopted the CECL model introduced by ASU 2016-13, “Financial Instruments – Credit Losses (Topic 326): Measurement of Credit Losses on Financial Instruments.” ASU 2022-02 also requires that public business entities disclose current-period gross charge offs by year of origination for financing receivables and net investments in leases within the scope of Subtopic 326-20, “Financial Instruments – Credit Losses – Measured at Amortized Cost.” ASU 2022-02 is effective for fiscal years beginning after December 15, 2022, for entities that have adopted the amendments in ASU 2016-13, and the Company does not expect the ASU to have a material impact on its consolidated financial statements.

In March 2023, the FASB issued ASU 2023-02, “Investments - Equity Method and Joint Ventures (Topic 323): Accounting for Investments in Tax Credit Structures Using the Proportional Amortization Method.” This ASU permits reporting entities to elect to account for tax equity investments, regardless of the tax credit program for which the income tax credits are received, using the proportional amortization method if certain conditions are met. Under the proportional amortization method, an entity amortizes the initial cost of the investment in proportion to the income tax credits and other income tax benefits received and recognizes the net amortization and income tax credits and other income tax benefits in the income statement as a component of income tax expense. A reporting entity makes an

accounting policy election to apply the proportional amortization method on a tax-credit-program-by-tax-credit-program basis rather than electing to apply the proportional amortization method at the reporting entity level or to individual investments. This ASU also requires specific disclosures of investments that generate income tax credits and other income tax benefits from a tax credit program for which the entity has elected to apply the proportional amortization method. The ASU is effective for fiscal years beginning after December 15, 2023. The Company does not expect adoption of ASU 2023-02 to have a material impact on its consolidated financial statements.

v3.23.2
Available for Sale Securities
12 Months Ended
Jun. 30, 2023
Available for Sale Securities  
Available for Sale Securities

NOTE 2: Available for Sale Securities

The amortized cost, gross unrealized gains, gross unrealized losses and approximate fair value of securities available for sale consisted of the following:

June 30, 2023

 

 

Gross

 

Gross

 

Allowance

Estimated

 

Amortized

 

Unrealized

 

Unrealized

 

for

 

Fair

(dollars in thousands)

    

Cost

    

Gains

    

Losses

    

Credit Losses

    

Value

Debt and equity securities:

Obligations of states and political subdivisions

$

45,285

$

20

$

(2,737)

$

$

42,568

Corporate obligations

35,700

19

(3,181)

32,538

Asset backed securities

67,897

1,274

(545)

68,626

Other securities

 

3,587

 

39

 

(56)

 

 

3,570

Total debt and equity securities

152,469

1,352

(6,519)

147,302

Mortgage-backed securities (MBS) and collateralized mortgage obligations (CMOs):

Residential MBS issued by governmental sponsored enterprises (GSEs)

97,612

122

(7,610)

90,124

Commercial MBS issued by GSEs

60,333

11

(6,959)

53,385

CMOs issued by GSEs

135,202

9

(8,468)

126,743

Total MBS and CMOs

 

293,147

 

142

 

(23,037)

 

270,252

Total AFS securities

$

445,616

$

1,494

$

(29,556)

$

$

417,554

June 30, 2022

 

 

Gross

 

Gross

Allowance

Estimated

 

Amortized

 

Unrealized

 

Unrealized

 

for

 

Fair

(dollars in thousands)

    

Cost

    

Gains

    

Losses

    

Credit Losses

    

Value

Debt and equity securities:

Obligations of states and political subdivisions

$

47,383

$

77

$

(2,981)

$

$

44,479

Corporate obligations

20,818

32

(963)

19,887

Other securities

486

 

 

(43)

 

443

Total debt and equity securities

68,687

109

(3,987)

64,809

Mortgage-backed securities (MBS) and collateralized mortgage obligations (CMOs):

Residential MBS issued by governmental sponsored enterprises (GSEs)

76,345

(7,177)

69,168

Commercial MBS issued by GSEs

51,435

(5,705)

45,730

CMOs issued by GSEs

61,293

(5,606)

55,687

Total MBS and CMOs

 

189,073

 

 

(18,488)

 

 

170,585

Total AFS securities

$

257,760

$

109

$

(22,475)

$

$

235,394

The amortized cost and fair value of available-for-sale securities, by contractual maturity, are shown below. Expected maturities will differ from contractual maturities because borrowers may have the right to call or prepay obligations with or without call or prepayment penalties.

June 30, 2023

 

Amortized

 

Estimated

(dollars in thousands)

    

Cost

    

Fair Value

Within one year

$

3,233

$

3,221

After one year but less than five years

 

24,395

 

23,380

After five years but less than ten years

 

59,286

 

56,089

After ten years

 

65,555

 

64,612

Total investment securities

 

152,469

 

147,302

MBS and CMOs

 

293,147

 

270,252

Total AFS securities

$

445,616

$

417,554

The carrying value of investment and mortgage-backed securities pledged as collateral to secure public deposits amounted to $253.9 million and $198.3 million at June 30, 2023 and 2022, respectively. The securities pledged consist of marketable securities, including $129.2 million and $126.3 million of Mortgage-backed Securities, $94.8 million and $27.3 million of Collateralized Mortgage Obligations, $26.5 million and $42.3 million of State and Political Subdivisions Obligations, and $3.4 million and $2.4 million of Other Securities at June 30, 2023 and 2022, respectively.

There were no gains or losses recognized from sales of available-for-sale securities in fiscal 2023 or 2022.

The Company did not hold any securities of a single issuer, payable from and secured by the same source of revenue or taxing authority, the book value of which exceeded 10% of stockholders’ equity at June 30, 2023.

Certain investments in debt securities are reported in the consolidated financial statements at an amount less than their historical cost. Total fair value of these investments at June 30, 2023, was $325.5 million, which is approximately 78.0% of the Company’s available for sale investment portfolio, as compared to $219.3 million or approximately 93.2% of the Company’s available for sale investment portfolio at June 30, 2022. Management believes the declines in fair value for these securities to be temporary.

The following tables below show the Company’s investments’ gross unrealized losses and fair value, aggregated by investment category and length of time that individual securities have been in a continuous unrealized loss position for which ACL has not been recorded at June 30, 2023 and 2022.

 

Less than 12 months

 

12 months or more

 

Total

 

Unrealized

 

Unrealized

 

Unrealized

(dollars in thousands)

    

Fair Value

    

Losses

    

Fair Value

    

Losses

    

Fair Value

    

Losses

For the year ended June 30, 2023

Obligations of state and political subdivisions

$

11,574

$

184

$

26,763

$

2,553

$

38,337

$

2,737

Corporate obligations

14,709

1,074

13,821

2,107

28,530

3,181

Asset backed securities

22,628

263

698

282

23,326

545

Other securities

1,970

11

350

45

2,320

56

MBS and CMOs

 

87,354

 

1,525

 

145,673

 

21,512

 

233,027

 

23,037

Total AFS securities

$

138,235

$

3,057

$

187,305

$

26,499

$

325,540

$

29,556

 

Less than 12 months

 

12 months or more

 

Total

 

Unrealized

 

Unrealized

 

Unrealized

(dollars in thousands)

    

Fair Value

    

Losses

    

Fair Value

    

Losses

    

Fair Value

    

Losses

For the year ended June 30, 2022

Obligations of state and political subdivisions

$

31,985

$

2,639

$

1,600

$

342

$

33,585

$

2,981

Corporate obligations

10,944

420

6,911

543

17,855

963

Other securities

418

43

418

43

MBS and CMOs

 

137,590

 

12,482

 

29,834

 

6,006

 

167,424

 

18,488

Total AFS securities

$

180,937

$

15,584

$

38,345

$

6,891

$

219,282

$

22,475

Obligations of state and political subdivisions. The unrealized losses on the Company’s investments in obligations of state and political subdivisions include 27 individual securities which have been in an unrealized loss position for less than 12 months and 52 individual securities which have been in an unrealized loss position for more than 12 months. The securities are performing and are of high credit quality. The unrealized losses were caused by increases in market interest rates since purchase or acquisition. Because the Company does not intend to sell these securities and it is more likely than not that the Company will not be required to sell these securities prior to recovery of their amortized cost basis, which may be maturity, the Company has not recorded an ACL on these securities.

Corporate and other Obligations. The unrealized losses on the Company’s investments in corporate obligations include 16 individual securities which have been in an unrealized loss position for less than 12 months and 14 individual securities which have been in an unrealized loss position for more than 12 months. The securities are performing and are of high credit quality. The unrealized losses were caused by increases in market interest rates since purchase or acquisition. Because the Company does not intend to sell these securities and it is more likely than not that the Company will not be required to sell these securities prior to recovery of their amortized cost basis, which may be maturity, the Company has not recorded an ACL on these securities.

At June 30, 2023, corporate obligations included two pooled trust preferred securities with an estimated fair value of $698,000 and unrealized losses of $282,000 in a continuous unrealized loss position for twelve months or more. These unrealized losses were primarily due to the long-term nature of the pooled trust preferred securities, a reduced demand for these securities, and concerns regarding the issuers of the underlying trust preferred securities.

A cash flow analysis performed as of June 30, 2023, for these two securities indicated it is probable the Company will receive all contracted principal and related interest projected. The cash flow analysis used in making this determination was based on anticipated default, recovery, and prepayment rates, and the resulting cash flows were discounted based on the yield spread anticipated at the time the securities were purchased. Because the Company does not intend to sell these securities and it is more likely than not that the Company will not be required to sell these securities prior to recovery of their amortized cost basis, which may be maturity, the Company has not recorded an ACL on these securities.

Asset-Backed securities. The unrealized losses on the Company’s investments in asset-backed securities includes seven individual securities which has been in an unrealized loss position for less than 12 months and two individual securities which have been in an unrealized loss position for more than 12 months. The securities are performing and are of high credit quality. The unrealized loss was caused by variations in market interest rates since purchase or acquisition. Because the Company does not intend to sell these securities and it is more likely than not that the Company will not be required to sell these securities prior to recovery of their amortized cost basis, which may be maturity, the Company has not recorded an ACL on these securities.

MBS and CMOs. As of June 30, 2023, the unrealized losses on the Company’s investments in MBS and CMOs include 24 individual securities which have been in an unrealized loss position for less than 12 months, and 122 individual securities which have been in an unrealized loss position for 12 months or more. The securities are performing and are of high credit quality. The unrealized losses were caused by increases in market interest rates since purchase or acquisition. Because the Company does not intend to sell these securities and it is more likely than not that the Company

will not be required to sell these securities prior to recovery of their amortized cost basis, which may be maturity, the Company has not recorded an ACL on these securities.

The Company does not believe that any individual unrealized loss as of June 30, 2023, is the result of a credit loss. However, the Company could be required to recognize an ACL in future periods with respect to its available for sale investment securities portfolio.

Credit losses recognized on investments. There were no credit losses recognized in income and other losses or recorded in other comprehensive income for the periods ended June 30, 2023 and 2022.

v3.23.2
Loans and Allowance for Credit Losses
12 Months Ended
Jun. 30, 2023
Loans and Allowance for Credit Losses  
Loans and Allowance for Credit Losses

NOTE 3: Loans and Allowance for Credit Losses

Classes of loans are summarized as follows:

(dollars in thousands)

    

June 30, 2023

    

June 30, 2022

Real Estate Loans:

Residential

$

1,133,417

$

904,160

Construction

 

550,052

 

258,072

Commercial

 

1,562,379

 

1,146,673

Consumer loans

 

133,515

 

92,996

Commercial loans

 

599,030

 

441,598

 

3,978,393

 

2,843,499

Loans in process

 

(359,196)

 

(123,656)

Deferred loan fees, net

 

(299)

 

(453)

Allowance for credit losses

 

(47,820)

 

(33,192)

Total loans

$

3,571,078

$

2,686,198

The Company’s lending activities consist of origination of loans secured by mortgages on one- to four-family residences and commercial and agricultural real estate, construction loans on residential and commercial properties, commercial and agricultural business loans and consumer loans. At June 30, 2023, the Bank had purchased participation interests in 86 loans totaling $155.6 million, as compared to 31 loans totaling $70.0 million at June 30, 2022, with the increase due primarily to participations acquired in the Citizens merger.

Residential Mortgage Lending. The Company actively originates loans for the acquisition or refinance of one- to four-family residences. This category includes both fixed-rate and adjustable-rate mortgage (“ARM”) loans amortizing over periods of up to 30 years, and the properties securing such loans may be owner-occupied or non-owner-occupied. Single-family residential loans do not generally exceed 90% of the lower of the appraised value or purchase price of the secured property. Substantially all of the one- to four-family residential mortgage originations in the Company’s portfolio are located within the Company’s primary lending area. General risks related to one- to four-family residential lending include stability of borrower income and collateral values.

The Company also originates loans secured by multi-family residential properties that are often located outside the Company’s primary lending area but made to borrowers who operate within our primary market area. The majority of the multi-family residential loans that are originated by the Company are amortized over periods generally up to 25 years, with balloon maturities typically up to ten years. Both fixed and adjustable interest rates are offered and it is typical for the Company to include an interest rate “floor” and “ceiling” in the loan agreement. Generally, multi-family residential loans do not exceed 85% of the lower of the appraised value or purchase price of the secured property. General risks related to multi-family residential lending include rental demand and supply, rental rates, and vacancies, as well as collateral values and borrower leverage.

Commercial Real Estate Lending. The Company actively originates loans secured by owner- and non-owner-occupied commercial real estate including farmland, single- and multi-tenant retail properties, restaurants, hotels, land (improved and unimproved), nursing homes and other healthcare facilities, warehouses and distribution centers, convenience stores, automobile dealerships and other automotive-related services, and other businesses. These properties are typically owned and operated by borrowers headquartered within the Company’s primary lending area, however, the property may be located outside our primary lending area. Approximately $618.6 million of the Company’s $1.6 billion in commercial real estate loans are secured by properties located outside our primary lending area. Risks to owner-occupied commercial real estate lending generally include the continued profitable operation of the borrower’s enterprise, as well as general collateral values, and may be heightened by unique, specific uses of the property serving as collateral. Non-owner-occupied commercial real estate lending risks include tenant demand and performance, lease rates, and vacancies, as well as collateral values and borrower leverage. These factors may be influenced by general economic conditions in the region, or in the United States generally. Risks to lending on farmland include unique factors such as commodity prices, yields, input costs, and weather, as well as farmland values.

Most commercial real estate loans originated by the Company generally are based on amortization schedules of up to 25 years with monthly principal and interest payments. Generally, the interest rate received on these loans is fixed for a maturity for up to ten years, with a balloon payment due at maturity. Alternatively, for some loans, the interest rate adjusts at least annually after an initial period up to seven years. The Company typically includes an interest rate “floor” in the loan agreement. Generally, improved commercial real estate loan amounts do not exceed 80% of the lower of the appraised value or the purchase price of the secured property. Agricultural real estate terms offered differ slightly, with amortization schedules of up to 25 years with an 80% loan-to-value ratio, or 30 years with a 75% loan-to-value ratio.

Construction Lending. The Company originates real estate loans secured by property or land that is under construction or development. Construction loans originated by the Company are generally to finance the construction of owner occupied residential real estate, or to finance speculative construction of residential real estate, land development, or owner-operated or non-owner occupied commercial real estate. During construction, these loans typically require monthly interest-only payments, with single-family residential construction loans having maturities ranging from six to twelve months, while multi-family or commercial construction loans typically mature in 12 to 36 months. Once construction is completed, permanent construction loans may be converted to monthly payments using amortization schedules of up to 30 years on residential and generally up to 25 years on commercial real estate. Construction and development lending risks generally include successful timely and on-budget completion of the project, followed by the sale of the property in the case of land development or non-owner-occupied real estate, or the long-term occupancy of the property by the builder in the case of owner-occupied construction. Changes in real estate values or other economic conditions may impact the ability of a borrower to sell property developed for that purpose.

While the Company typically utilizes relatively short maturity periods to closely monitor the inherent risks associated with construction loans for these loans, weather conditions, change orders, availability of materials and/or labor, and other factors may contribute to the lengthening of a project, thus necessitating the need to renew the construction loan at the balloon maturity. Such extensions are typically executed in incremental three month periods to facilitate project completion. The Company’s average term of construction loans is approximately 12 months. During construction, loans typically require monthly interest only payments which may allow the Company an opportunity to monitor for early signs of financial difficulty should the borrower fail to make a required monthly payment. Additionally, during the construction phase, the Company typically performs interim inspections which further provide the Company an opportunity to assess risk. At June 30, 2023, construction loans outstanding included 53 loans, totaling $33.4 million, for which a modification had been agreed to. At June 30, 2022, construction loans outstanding included 57 loans, totaling $13.8 million, for which a modification had been agreed to. In general, these modifications were solely for the purpose of extending the maturity date due to conditions described above, pursuant to the Company’s normal underwriting and monitoring procedures. As these modifications were not executed due to financial difficulty on the part of the borrower, they were not accounted for as troubled debt restructurings (TDRs).

Consumer Lending. The Company offers a variety of secured consumer loans, including home equity, direct and indirect automobile loans, second mortgages, mobile home loans and loans secured by deposits. The Company originates substantially all of its consumer loans in its primary lending area. Usually, consumer loans are originated with fixed rates for terms of up to 66 months, with the exception of home equity lines of credit, which are variable, tied to the prime rate of interest and are for a period of ten years.

Home equity lines of credit (HELOCs) are secured with a deed of trust and are issued up to 90% of the appraised or assessed value of the property securing the line of credit, less the outstanding balance on the first mortgage and are typically issued for a term of ten years. Interest rates on the HELOCs are generally adjustable. Interest rates are based upon the loan-to-value ratio of the property with better rates given to borrowers with more equity. Risks related to HELOC lending generally include the stability of borrower income and collateral values.

Automobile loans originated by the Company include both direct loans and a smaller amount of loans originated by auto dealers. The Company generally pays a negotiated fee back to the dealer for indirect loans. Typically, automobile loans are made for terms of up to 66 months for new and used vehicles. Loans secured by automobiles have fixed rates and are generally made in amounts up to 100% of the purchase price of the vehicle. Risks to automobile and other consumer lending generally include the stability of borrower income and borrower willingness to repay.

Commercial Business Lending. The Company’s commercial business lending activities encompass loans with a variety of purposes and security, including loans to finance accounts receivable, inventory, equipment and operating lines of credit, including agricultural production and equipment loans. The Company offers both fixed and adjustable rate commercial business loans. Generally, commercial loans secured by fixed assets are amortized over periods up to five years, while commercial operating lines of credit or agricultural production lines are generally for a one year period. Commercial lending risk is primarily driven by the borrower’s successful generation of cash flow from their business enterprise sufficient to service debt, and may be influenced by factors specific to the borrower and industry, or by general economic conditions in the region or in the United States generally. Agricultural production or equipment lending includes unique risk factors such as commodity prices, yields, input costs, and weather, as well as farm equipment values.

Allowance for Credit Losses. The PCL for the fiscal years ended June 30, 2023, 2022, and 2021, was a charge of $17.1 million, a charge of $1.5 million, and a recovery of $1.0 million, respectively. During the fiscal year ended June 30, 2023, the ACL required for PCD loans acquired in the Citizens merger was $1.1 million, and was funded through purchase accounting adjustments, while the ACL required for non-PCD loans acquired in the Citizens merger was $5.2 million and was funded through a charge to PCL. Additionally, the allowance for off-balance sheet credit exposures was increased by $1.8 million due to the Citizens merger and funded through a charge to PCL. Exclusive of the charges required as a result of the Citizens merger, the Company would have recorded a PCL of approximately $10.1 million for the fiscal year ended June 30, 2023, of which $8.9 million was attributable to the required ACL for loan balances outstanding, while $1.2 million was attributable to the required allowance for off-balance sheet credit exposures. During the fiscal year ended June 30, 2022, the ACL required for PCD loans acquired in the Fortune merger was $120,000, and was funded through purchase accounting adjustments, while the ACL required for non-PCD loans acquired in the Fortune merger was $1.9 million, and was funded through a charge to PCL. Additionally, the allowance for off-balance sheet credit exposures was increased by $120,000 due to the Fortune merger and funded through a charge to PCL. Exclusive of the charges required as a result of the Fortune merger, the Company would have recorded a negative PCL of approximately $533,000 in the fiscal year ended June 30, 2022. Exclusive of provisioning required by the Citizens merger, increased provisioning for loan balances outstanding in the year ended June 30, 2023 is attributable primarily to loan growth, qualitative adjustments to modeled results based on levels and trends of industry past due loans, and the unguaranteed portion of a small pool of SBA loans exhibiting signs of credit stress, partially offset by a decreased ACL estimate for classified hotel loans that had been slow to recover from the COVID-19 pandemic. Increased provisioning for off-balance sheet credit exposures is attributable primarily to changes in the level and mix of outstanding credit commitments. The Company has estimated its expected credit losses as of June 30, 2023, under ASC 326-20, and management believes the ACL as of that date is adequate based on that estimate. As a percentage of average loans outstanding, the Company recorded net charge offs of 0.02% (annualized) during the fiscal year ended June 30, 2023, as

compared to less than one basis point (annualized) during the same period of the prior fiscal year. Specifically, management considered the following primary items in its estimate of the ACL:

●  economic conditions and projections as provided by Moody’s Analytics, including baseline and downside scenarios, were utilized in the Company’s estimate at June 30, 2023. Economic factors considered in the projections included national and state levels of unemployment, and national and state rates of inflation-adjusted growth in the gross domestic product. Economic conditions are considered to be a moderate and stable risk factor, relative to June 30, 2022;

● the pace of growth of the Company’s loan portfolio, exclusive of acquisitions or government guaranteed loans, relative to overall economic growth. This measure is considered to be a moderate and increasing risk factor, relative to June 30, 2022;

● levels and trends for loan delinquencies nationally and in the region. This measure as reported remains relatively stable, and the level of uncertainty about loan delinquencies is considered to be diminishing. This is considered to be a moderate and stable risk factor, relative to June 30, 2022;

● exposure to the hotel industry, in particular, metropolitan area hotels which were negatively impacted by activity restrictions and a lack of business or convention-related travel. This is considered to be an elevated and stable risk factor, relative to June 30, 2022.

PCD Loans. In connection with the Citizens Bancshares, Co. (“Citizens”) merger on January 20, 2023, and Fortune Financial Corporation (“Fortune”) merger on February 25, 2022, the Company acquired loans both with and without evidence of credit quality deterioration since origination. Acquired loans are recorded at their fair value at the time of acquisition with no carryover from the acquired institution’s previously recorded allowance for loan and lease losses. Acquired loans are accounted for under ASC 326, Financial Instruments – Credit Losses.

The fair value of acquired loans recorded at the time of acquisition is based upon several factors, including the timing and payment of expected cash flows, as adjusted for estimated credit losses and prepayments, and then discounting these cash flows using comparable market rates. The resulting fair value adjustment is recorded in the form of a premium or discount to the unpaid principal balance of the respective loans. As it relates to acquired loans that, as of the date of acquisition, have experienced a more-than-insignificant deterioration in credit quality since origination (“PCD”), the net premium or net discount is adjusted to reflect the Company’s allowance for credit losses recorded for PCD loans at the time of acquisition, and the remaining fair value adjustment is accreted or amortized into interest income over the remaining life of the respective loans. As it relates to loans not classified as PCD (“non-PCD”) loans, the credit loss and yield components of their fair value adjustment are aggregated, and the resulting net premium or net discount is accreted or amortized into interest income over the remaining life of the respective loans. The Company records an ACL for non-PCD loans at the time of acquisition through provision expense, and therefore, no further adjustments are made to the net premium or net discount for non-PCD loans.

Loans that the Company acquired from Citizens and Fortune that, at the time of acquisition, had more-than-insignificant deterioration of credit quality since origination are classified as PCD loans and presented in the table below at acquisition carrying value:

(dollars in thousands)

    

January 20, 2023

PCD Loans - Citizens

Purchase price of PCD loans at acquisition

$

27,481

Allowance for credit losses at acquisition

 

(1,121)

Fair value of PCD loans at acquisition

$

26,360

(dollars in thousands)

    

February 25, 2022

PCD Loans - Fortune

Purchase price of PCD loans at acquisition

$

15,055

Allowance for credit losses at acquisition

 

(120)

Fair value of PCD loans at acquisition

$

14,935

The following tables present the balance in the ACL and the recorded investment in loans (excluding loans in process and deferred loan fees) based on portfolio segment as of June 30, 2023 and 2022, and activity in the ACL for the fiscal years ended June 30, 2023, 2022, and 2021:

(dollars in thousands)

 

Residential

Construction

 

Commercial

 

June 30, 2023

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for credit losses:

Balance, beginning of period

$

8,908

$

2,220

$

16,838

$

710

$

4,516

$

33,192

Initial ACL on PCD loans

96

12

628

164

221

1,121

Provision charged to expense

6,655

432

5,605

334

1,105

14,131

Losses charged off

(19)

(245)

(327)

(82)

(673)

Recoveries

1

12

28

8

49

Balance, end of period

$

15,641

$

2,664

$

22,838

$

909

$

5,768

$

47,820

(dollars in thousands)

 

Residential

Construction

 

Commercial

 

June 30, 2022

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for credit losses:

Balance, beginning of period

$

11,192

$

2,170

$

14,535

$

916

$

4,409

$

33,222

Impact of CECL adoption

23

4

52

41

120

Provision (benefit) charged to expense

(2,238)

46

2,251

(205)

80

(66)

Losses charged off

(72)

(65)

(16)

(153)

Recoveries

3

64

2

69

Balance, end of period

$

8,908

$

2,220

$

16,838

$

710

$

4,516

$

33,192

(dollars in thousands)

 

Residential

Construction

 

Commercial

 

June 30, 2021

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for credit losses:

Balance, beginning of period

$

4,875

$

2,010

$

12,132

$

1,182

$

4,940

$

25,139

Impact of CECL adoption

3,521

(121)

3,856

1,065

1,012

9,333

Provision (benefit) charged to expense

2,973

281

(1,364)

(1,232)

(1,260)

(602)

Losses charged off

(180)

(90)

(146)

(318)

(734)

Recoveries

3

1

47

35

86

Balance, end of period

$

11,192

$

2,170

$

14,535

$

916

$

4,409

$

33,222

The following tables present the balance in the allowance for off-balance credit exposure based on portfolio segment as of June 30, 2023 and 2022, and activity in allowance for the fiscal years ended June 30, 2023, 2022 and 2021:

(dollars in thousands)

 

Residential

Construction

 

Commercial

 

June 30, 2023

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for off-balance sheet credit exposure:

Balance, beginning of period

$

58

$

2,178

$

421

$

61

$

640

$

3,358

Provision charged to expense

13

2,631

54

12

220

2,930

Balance, end of period

$

71

$

4,809

$

475

$

73

$

860

$

6,288

(dollars in thousands)

 

Residential

Construction

 

Commercial

 

June 30, 2022

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for off-balance sheet credit exposure:

Balance, beginning of period

$

37

$

502

$

188

$

218

$

860

$

1,805

Provision (benefit) charged to expense

21

1,676

233

(157)

(220)

1,553

Balance, end of period

$

58

$

2,178

$

421

$

61

$

640

$

3,358

(dollars in thousands)

 

Residential

Construction

 

Commercial

 

June 30, 2021

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for off-balance sheet credit exposure:

Balance, beginning of period

$

19

$

769

$

172

$

153

$

846

$

1,959

Impact of CECL adoption

35

(167)

95

197

108

268

Provision (benefit) charged to expense

(17)

(100)

(79)

(132)

(94)

(422)

Balance, end of period

$

37

$

502

$

188

$

218

$

860

$

1,805

Credit Quality Indicators. The Company categorizes loans into risk categories based on relevant information about the ability of borrowers to service their debt such as: current financial information, historical payment experience, credit documentation, public information, and current economic trends among other factors. The Company analyzes loans individually by classifying the loans as to credit risk. This analysis is performed on all loans at origination, and is updated on a quarterly basis for loans risk rated Watch, Special Mention, Substandard, or Doubtful. In addition, lending relationships of $3 million or more, exclusive of any consumer or owner-occupied residential loan, are subject to an annual credit analysis which is prepared by the loan administration department and presented to a loan committee with appropriate lending authority. A sample of lending relationships in excess of $1 million (exclusive of single-family residential real estate loans) are subject to an independent loan review annually, in order to verify risk ratings. The Company uses the following definitions for risk ratings:

Watch – Loans classified as watch exhibit weaknesses that require more than usual monitoring. Issues may include deteriorating financial condition, payments made after due date but within 30 days, adverse industry conditions or management problems.

Special Mention – Loans classified as special mention exhibit signs of further deterioration but still generally make payments within 30 days. This is a transitional rating and loans should typically not be rated Special Mention for more than 12 months.

Substandard – Loans classified as substandard possess weaknesses that jeopardize the ultimate collection of the principal and interest outstanding. These loans may exhibit continued financial losses, ongoing delinquency, overall poor financial condition, and insufficient collateral.

Doubtful – Loans classified as doubtful have all the weaknesses of substandard loans, and have deteriorated to the level that there is a high probability of substantial loss.

Loans not meeting the criteria above that are analyzed individually as part of the above described process are considered to be Pass rated loans.

A periodic review of selected credits (based on loan size and type) is conducted to identify loans with heightened risk or probable losses and to assign risk grades. The primary responsibility for this review rests with loan administration personnel. This review is supplemented with periodic examinations of both selected credits and the credit review process by the Company’s internal audit function and applicable regulatory agencies. The information from these reviews assists management in the timely identification of problems and potential problems and provides a basis for

deciding whether the credit continues to share similar risk characteristics with collectively evaluated loan pools, or whether credit losses for the loan should be evaluated on an individual loan basis.

The following table presents the credit risk profile of the Company’s loan portfolio (excluding loans in process and deferred loan fees) based on rating category and year of origination as of June 30, 2023. This table includes PCD loans, which are reported according to risk categorization after acquisition based on the Company’s standards for such classification:

(dollars in thousands)

Revolving

June 30,

    

2023

    

2022

    

2021

    

2020

    

2019

    

Prior

    

loans

    

Total

Residential Real Estate

Pass

$

328,142

$

312,853

$

252,077

$

103,735

$

25,651

$

96,035

$

9,100

$

1,127,593

Watch

 

1,214

 

1,136

 

616

 

108

 

198

 

27

 

5

 

3,304

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

837

 

316

 

510

 

 

 

857

 

 

2,520

Doubtful

 

 

 

 

 

 

 

 

Total Residential Real Estate

$

330,193

$

314,305

$

253,203

$

103,843

$

25,849

$

96,919

$

9,105

$

1,133,417

Construction Real Estate

 

 

 

 

 

 

 

 

Pass

$

124,479

$

50,011

$

10,946

$

3,190

$

$

$

941

$

189,567

Watch

 

280

 

 

 

 

 

 

 

280

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

330

 

679

 

 

 

 

 

 

1,009

Doubtful

 

 

 

 

 

 

 

 

Total Construction Real Estate

$

125,089

$

50,690

$

10,946

$

3,190

$

$

$

941

$

190,856

Commercial Real Estate

 

 

 

 

 

 

 

 

Pass

$

462,643

$

474,140

$

279,921

$

89,272

$

74,653

$

83,871

$

37,443

$

1,501,943

Watch

 

8,122

 

5,382

 

163

 

3,879

 

 

117

 

 

17,663

Special Mention

 

2,940

 

 

 

 

 

 

 

2,940

Substandard

 

7,690

 

26,465

 

2,425

 

288

 

473

 

1,735

 

757

 

39,833

Doubtful

 

 

 

 

 

 

 

 

Total Commercial Real Estate

$

481,395

$

505,987

$

282,509

$

93,439

$

75,126

$

85,723

$

38,200

$

1,562,379

Consumer

 

 

 

 

 

 

 

 

Pass

$

36,003

$

14,530

$

5,446

$

1,692

$

717

$

1,379

$

73,225

$

132,992

Watch

 

71

 

 

62

 

 

 

 

 

133

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

33

 

2

 

1

 

 

 

41

 

313

 

390

Doubtful

 

 

 

 

 

 

 

 

Total Consumer

$

36,107

$

14,532

$

5,509

$

1,692

$

717

$

1,420

$

73,538

$

133,515

Commercial

 

 

 

 

 

 

 

 

Pass

$

138,500

$

83,011

$

71,054

$

10,723

$

6,239

$

10,657

$

272,710

$

592,894

Watch

 

698

 

211

 

91

 

3

 

 

 

2,549

 

3,552

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

860

 

329

 

128

 

184

 

175

 

574

 

334

 

2,584

Doubtful

 

 

 

 

 

 

 

 

Total Commercial

$

140,058

$

83,551

$

71,273

$

10,910

$

6,414

$

11,231

$

275,593

$

599,030

Total Loans

 

 

 

 

 

 

 

 

Pass

$

1,089,767

$

934,545

$

619,444

$

208,612

$

107,260

$

191,942

$

393,419

$

3,544,989

Watch

 

10,385

 

6,729

 

932

 

3,990

 

198

 

144

 

2,554

 

24,932

Special Mention

 

2,940

 

 

 

 

 

 

 

2,940

Substandard

 

9,750

 

27,791

 

3,064

 

472

 

648

 

3,207

 

1,404

 

46,336

Doubtful

 

 

 

 

 

 

 

 

Total

$

1,112,842

$

969,065

$

623,440

$

213,074

$

108,106

$

195,293

$

397,377

$

3,619,197

At June 30, 2023, PCD loans comprised $37.4 million of credits rated “Pass”; $12.7 million of credits rated “Watch”; none rated “Special Mention”; $6.3 million of credits rated “Substandard”; and none rated “Doubtful”.

The following table presents the credit risk profile of the Company’s loan portfolio (excluding loans in process and deferred loan fees) based on rating category and year of origination as of June 30, 2022. This table includes PCD loans, which are reported according to risk categorization after acquisition based on the Company’s standards for such classification:

(dollars in thousands)

Revolving

June 30,

    

2022

    

2021

    

2020

    

2019

    

2018

    

Prior

    

loans

    

Total

Residential Real Estate

Pass

$

380,502

$

295,260

$

118,464

$

19,383

$

22,143

$

58,545

$

6,074

$

900,371

Watch

 

44

 

242

 

1,083

 

56

 

 

30

 

 

1,455

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

266

 

918

 

87

 

440

 

18

 

605

 

 

2,334

Doubtful

 

 

 

 

 

 

 

 

Total Residential Real Estate

$

380,812

$

296,420

$

119,634

$

19,879

$

22,161

$

59,180

$

6,074

$

904,160

Construction Real Estate

 

 

 

 

 

 

 

 

Pass

$

100,114

$

34,082

$

$

$

$

$

220

$

134,416

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

Total Construction Real Estate

$

100,114

$

34,082

$

$

$

$

$

220

$

134,416

Commercial Real Estate

 

 

 

 

 

 

 

 

Pass

$

487,486

$

284,736

$

105,893

$

71,380

$

51,804

$

78,115

$

23,669

$

1,103,083

Watch

 

4,763

 

769

 

1,818

 

 

668

 

2,000

 

548

 

10,566

Special Mention

 

9,297

 

 

 

 

 

 

 

9,297

Substandard

 

22,086

 

481

 

140

 

13

 

22

 

93

 

65

 

22,900

Doubtful

 

827

 

 

 

 

 

 

 

827

Total Commercial Real Estate

$

524,459

$

285,986

$

107,851

$

71,393

$

52,494

$

80,208

$

24,282

$

1,146,673

Consumer

 

 

 

 

 

 

 

 

Pass

$

28,519

$

10,989

$

3,662

$

1,524

$

916

$

676

$

46,521

$

92,807

Watch

 

21

 

71

 

 

 

 

 

 

92

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

23

 

6

 

4

 

 

10

 

31

 

23

 

97

Doubtful

 

 

 

 

 

 

 

 

Total Consumer

$

28,563

$

11,066

$

3,666

$

1,524

$

926

$

707

$

46,544

$

92,996

Commercial

 

 

 

 

 

 

 

 

Pass

$

111,370

$

93,906

$

20,795

$

10,496

$

3,253

$

7,612

$

190,235

$

437,667

Watch

 

1,319

 

194

 

38

 

6

 

 

186

 

1,206

 

2,949

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

295

 

11

 

 

186

 

 

167

 

323

 

982

Doubtful

 

 

 

 

 

 

 

 

Total Commercial

$

112,984

$

94,111

$

20,833

$

10,688

$

3,253

$

7,965

$

191,764

$

441,598

Total Loans

 

 

 

 

 

 

 

 

Pass

$

1,107,991

$

718,973

$

248,814

$

102,783

$

78,116

$

144,948

$

266,719

$

2,668,344

Watch

 

6,147

 

1,276

 

2,939

 

62

 

668

 

2,216

 

1,754

 

15,062

Special Mention

 

9,297

 

 

 

 

 

 

 

9,297

Substandard

 

22,670

 

1,416

 

231

 

639

 

50

 

896

 

411

 

26,313

Doubtful

 

827

 

 

 

 

 

 

 

827

Total

$

1,146,932

$

721,665

$

251,984

$

103,484

$

78,834

$

148,060

$

268,884

$

2,719,843

At June 30, 2022, PCD loans comprised $23.1 million of credits rated “Pass”; $4.7 million of credits rated “Watch”; none rated “Special Mention”; $1.1 million of credits rated “Substandard”; and none rated “Doubtful”.

Past Due Loans. The following tables present the Company’s loan portfolio aging analysis (excluding loans in process and deferred loan fees) as of June 30, 2023 and 2022. These tables include PCD loans, which are reported according to aging analysis after acquisition based on the Company’s standards for such classification:

Greater Than

Greater Than 90

30-59 Days

60-89 Days

90 Days

Total

Total Loans

Days Past Due

(dollars in thousands)

    

Past Due

    

Past Due

    

Past Due

    

Past Due

    

Current

    

Receivable

    

and Accruing

June 30, 2023

Real Estate Loans:

Residential

$

1,984

$

401

$

483

$

2,868

$

1,130,549

$

1,133,417

$

109

Construction

 

443

 

311

 

698

 

1,452

 

189,404

 

190,856

 

Commercial

 

616

 

1,854

 

1,580

 

4,050

 

1,558,329

 

1,562,379

 

Consumer loans

 

456

 

124

 

212

 

792

 

132,723

 

133,515

 

Commercial loans

 

713

 

77

 

789

 

1,579

 

597,451

 

599,030

 

Total loans

$

4,212

$

2,767

$

3,762

$

10,741

$

3,608,456

$

3,619,197

$

109

Greater Than

Greater Than 90

30-59 Days

60-89 Days

90 Days

Total

Total Loans

Days Past Due

(dollars in thousands)

    

Past Due

    

Past Due

    

Past Due

    

Past Due

    

Current

    

Receivable

    

and Accruing

June 30, 2022

Real Estate Loans:

 

  

 

  

 

  

 

  

 

  

 

  

 

  

Residential

$

1,402

$

$

1,064

$

2,466

$

901,694

$

904,160

$

Construction

 

 

 

 

 

134,416

 

134,416

 

Commercial

 

416

 

615

 

288

 

1,319

 

1,145,354

 

1,146,673

 

Consumer loans

 

340

 

45

 

57

 

442

 

92,554

 

92,996

 

Commercial loans

 

274

 

72

 

13

 

359

 

441,239

 

441,598

 

Total loans

$

2,432

$

732

$

1,422

$

4,586

$

2,715,257

$

2,719,843

$

At June 30, 2023 and 2022 there were no PCD loans that were greater than 90 days past due.

Loans that experience insignificant payment delays and payment shortfalls generally are not adversely classified or determined to not share similar risk characteristics with collectively evaluated pools of loans for determination of the ACL estimate. Management determines the significance of payment delays and payment shortfalls on a case-by-case basis, taking into consideration all of the circumstances surrounding the loan and the borrower, including the length of the delay, the reasons for the delay, the borrower’s prior payment record and the amount of the shortfall in relation to the principal and interest owed. Significant payment delays or shortfalls may lead to a determination that a loan should be individually evaluated for estimated credit losses.

Collateral-dependent Loans. The following table presents the Company’s collateral dependent loans and related ACL at June 30, 2023 and 2022:

    

Amortized cost basis of

(dollars in thousands)

loans determined to be

Related allowance

June 30, 2023

collateral dependent

for credit losses

Residential real estate loans

 

  

 

  

1- to 4-family residential loans

 

$

6,376

$

901

Total loans

$

6,376

$

901

    

Amortized cost basis of

(dollars in thousands)

loans determined to be

Related allowance

June 30, 2022

collateral dependent

for credit losses

Residential real estate loans

 

  

 

  

1- to 4-family residential loans

 

$

864

$

193

Total loans

$

864

$

193

Nonaccrual Loans. The following table presents the Company’s amortized cost basis of nonaccrual loans segmented by class of loans at June 30, 2023 and 2022. The table excludes performing TDRs.

    

    

(dollars in thousands)

June 30, 2023

June 30, 2022

    

Residential real estate

$

934

$

1,647

Construction real estate

 

698

 

Commercial real estate

 

4,564

 

2,259

Consumer loans

 

256

 

73

Commercial loans

 

1,091

 

139

Total loans

$

7,543

$

4,118

At June 30, 2023, there were no nonaccrual loans individually evaluated for which no ACL was recorded. Interest income recognized on nonaccrual loans in the periods ended June 30, 2023 and 2022, was immaterial.

Troubled Debt Restructurings. TDRs are evaluated to determine whether they share similar risk characteristics with collectively evaluated loan pools, or must be individually evaluated. These concessions typically result from our loss mitigation activities, and could include reductions in the interest rate, payment extensions, forgiveness of principal, forbearance, or other actions. In general, the Company’s loans that have been subject to classification as TDRs are the result of guidance under ASU No. 2011-02, which indicates that the Company may not consider the borrower’s effective borrowing rate on the old debt immediately before the restructuring in determining whether a concession has been granted. Certain TDRs are classified as nonperforming at the time of restructuring and typically are returned to performing status after considering the borrower’s sustained repayment performance for a reasonable period of at least six months.

During fiscal 2023, there were no loans modified as TDRs. During fiscal 2022, there were six loans modified as TDRs totaling $24.5 million.

Performing loans classified as TDRs at June 30, 2023 and June 30, 2022 segregated by class, are shown in the table below. Nonperforming TDRs are shown in nonaccrual loans.

June 30, 2023

June 30, 2022

Number of

Recorded

Number of

Recorded

(dollars in thousands)

    

modifications

    

Investment

    

modifications

    

Investment

Residential real estate

 

10

$

3,438

 

11

$

3,625

Construction real estate

 

 

 

 

Commercial real estate

 

6

 

24,017

 

8

 

25,132

Consumer loans

 

 

 

 

Commercial loans

 

6

 

2,310

 

8

 

1,849

Total

 

22

$

29,765

 

27

$

30,606

Real Estate Foreclosures. The Company may obtain physical possession of real estate collateralizing a residential mortgage loan or home equity loan via foreclosure, deed in lieu, or in-substance repossession. As of June 30, 2023 and June 30, 2022, the carrying value of foreclosed residential real estate properties as a result of obtaining physical possession was $0 and $580,000, respectively. In addition, as of June 30, 2023 and June 30, 2022, the Company had residential mortgage loans and home equity loans with a carrying value of $1.5 million and $486,000, respectively, collateralized by residential real estate property for which formal foreclosure proceedings were in process.

Following is a summary of loans to executive officers, directors, significant shareholders and their affiliates held by the Company at June 30, 2023 and 2022, respectively:

June 30, 

(dollars in thousands)

    

2023

    

2022

Beginning Balance

 

$

10,614

$

10,624

Additions

 

 

6,374

 

6,393

Repayments

 

 

(7,223)

 

(6,403)

Change in related party

 

 

782

 

Ending Balance

 

$

10,547

$

10,614

v3.23.2
Premises and Equipment
12 Months Ended
Jun. 30, 2023
Premises and Equipment  
Premises and Equipment

NOTE 4: Premises and Equipment

Following is a summary of premises and equipment:

    

    

(dollars in thousands)

    

June 30, 2023

    

June 30, 2022

Land

$

15,415

$

13,532

Buildings and improvements

 

79,661

 

64,730

Construction in progress

 

450

 

142

Furniture, fixtures, equipment and software

 

26,404

 

20,838

Automobiles

 

122

 

120

Operating leases ROU asset

 

6,125

 

3,849

 

128,177

 

103,211

Less accumulated depreciation

 

35,780

 

31,864

$

92,397

$

71,347

Leases. The Company elected certain relief options under ASU 2016-02, Leases (Topic 842), including the option not to recognize right of use asset and lease liabilities that arise from short-term leases (leases with terms of twelve months or less). The Company has 11 leased properties, which includes banking facilities, administrative offices

and ground leases, and numerous office equipment lease agreements in which it is the lessee, with lease terms exceeding twelve months.

The Company leases facilities it owns or portions of facilities it owns to other third parties. The Company has determined that all of these lease agreements, in terms of being the lessor, are classified as operating leases. For the years ended June 30, 2023 and 2022, income recognized from these lessor agreements was $228,000 and $279,000, respectively. Income from lessor agreements was included in net occupancy and equipment expense. The operating leases are now included as a ROU asset in the premises and equipment line item on the Company’s consolidated balance sheets. The corresponding lease liability is included in the accounts payable and other liabilities line item on the Company’s consolidated balance sheets.

In the February 2022 Fortune merger, the Company assumed a ground lease with an entity that is controlled by a Company insider. This property is in St. Louis County, MO and is in its third year of a twenty year term.

ASU 2016-02 also requires certain other accounting elections. The Company elected the short-term lease recognition exemption for all leases that qualify, meaning those with terms under twelve months. ROU assets or lease liabilities are not to be recognized for short-term leases. The calculated amount of the ROU assets and lease liabilities in the table below are impacted by the length of the lease term and the discount rate used to present value the minimum lease payments. The Company’s lease agreements often include one or more options to renew at the Company’s discretion. If at lease inception, the Company considers the exercising of a renewal option to be reasonably certain, the Company will include the extended term in the calculation of the ROU asset and lease liability. Regarding the discount rate, the ASU requires the use of the rate implicit in the lease whenever this rate is readily determinable. As this rate is rarely determinable, the Company utilizes its incremental borrowing rate at lease inception over a similar term. The discount rate utilized was 5%. The expected lease terms range from 18 months to 20 years.

    

At or for the Twelve Months Ended

    

June 30, 

(dollars in thousands)

    

2023

    

2022

Consolidated Balance Sheet

 

  

 

  

Operating leases right of use asset

$

6,125

$

3,849

Operating leases liability

$

6,125

$

3,849

Consolidated Statement of Income

 

  

 

  

Operating lease costs classified as occupancy and equipment expense

$

720

$

451

(includes short-term lease costs)

 

  

 

  

Supplemental disclosures of cash flow information

 

  

 

  

Cash paid for amounts included in the measurement of lease liabilities:

 

  

 

  

Operating cash flows from operating leases

$

524

$

382

ROU assets obtained in exchange for operating lease obligations:

$

$

For the years ended June 30, 2023 and 2022, lease expense was $720,000 and $451,000, respectively. At June 30, 2023, future expected lease payments for leases with terms exceeding one year were as follows:

(dollars in thousands)

    

  

2024

$

721

2025

 

711

2026

 

707

2027

 

694

2028

 

623

Thereafter

 

7,359

Future lease payments expected

$

10,815

v3.23.2
Deposits
12 Months Ended
Jun. 30, 2023
Deposits  
Deposits

NOTE 5: Deposits

Deposits are summarized as follows:

    

(dollars in thousands)

    

June 30, 2023

    

June 30, 2022

    

Non-interest bearing accounts

$

597,600

$

426,929

NOW accounts

 

1,328,423

 

1,171,620

Money market deposit accounts

 

452,728

 

303,612

Savings accounts

 

282,753

 

274,283

TOTAL NON-MATURITY DEPOSITS

2,661,504

2,176,444

Certificates

0.00-0.99%

92,533

408,479

1.00-1.99%

109,564

171,997

2.00-2.99%

186,538

51,692

3.00-3.99%

109,780

6,298

4.00-4.99%

472,546

165

5.00-5.99%

93,057

6.00% and above

18

TOTAL CERTIFICATES

1,064,036

638,631

TOTAL DEPOSITS

$

3,725,540

$

2,815,075

The aggregate amount of deposits with a minimum denomination of $250,000 was $1.2 billion and $848.9 million at June 30, 2023 and 2022, respectively.

Certificate maturities are summarized as follows:

(dollars in thousands)

    

July 1, 2023 to June 30, 2024

$

690,500

July 1, 2024 to June 30, 2025

208,578

July 1, 2025 to June 30, 2026

69,336

July 1, 2026 to June 30, 2027

49,439

July 1, 2027 to June 30, 2028

46,083

Thereafter

100

TOTAL

$

1,064,036

Brokered certificates totaled $146.5 million and $10.8 million at June 30, 2023 and 2022, respectively. Deposits from executive officers, directors, significant shareholders and their affiliates (related parties) held by the Company at June 30, 2023 and 2022 totaled approximately $6.6 million and $6.0 million, respectively.

v3.23.2
Advances from Federal Home Loan Bank
12 Months Ended
Jun. 30, 2023
Advances from Federal Home Loan Bank  
Advances from Federal Home Loan Bank

NOTE 6:  Advances from Federal Home Loan Bank

Advances from Federal Home Loan Bank are summarized as follows:

Interest

June 30, 

 

Maturity

Rate

2023

2022

 

(dollars in thousands)

08/15/22

1.89

%  

$

$

3,000

11/16/22

0.51

%  

1,994

03/06/23

0.99

%  

3,000

07/24/23

0.59

%  

998

987

11/15/23

0.57

%  

993

980

03/06/24

0.95

%  

3,000

3,000

03/28/24

2.56

%  

8,000

8,000

07/24/24

0.66

%  

1,966

1,940

08/13/24

1.88

%  

3,000

3,000

02/21/25

1.53

%  

5,000

03/06/25

1.01

%  

3,000

3,000

07/15/25

0.77

%  

1,939

1,913

07/22/26

1.10

%  

1,929

1,909

12/14/26

2.65

%  

189

234

04/20/26

4.39

%  

5,000

06/22/26

4.55

%  

5,000

06/26/26

4.49

%  

5,000

04/12/27

4.04

%  

5,000

04/27/27

4.07

%  

5,000

05/03/27

3.95

%  

5,000

05/12/27

3.86

%  

5,000

06/22/27

4.38

%  

5,000

06/25/27

4.34

%  

5,000

03/23/28

3.85

%  

10,000

03/24/28

3.93

%  

10,000

06/22/28

4.21

%  

5,000

06/26/28

4.18

%  

5,000

Overnight

5.35

%  

33,500

TOTAL

$

133,514

$

37,957

Weighted-average rate

3.95

%

1.47

%

Of the advances outstanding at June 30, 2023, none are callable by the FHLB prior to maturity. In addition to the above advance, the Bank had additional available credit amounting to $541.3 million and $500.6 million with the FHLB at June 30, 2023 and 2022, respectively.

Advances from FHLB of Des Moines are secured by FHLB stock and commercial real estate and one- to four-family mortgage loans pledged. To secure outstanding advances and the Bank’s line of credit, loans totaling $1.1 billion

and $889.7 million were pledged to the FHLB at June 30, 2023 and 2022, respectively. The principal maturities of FHLB advances at June 30, 2023, are below:

June 30, 2023

FHLB Advance Maturities

    

(dollars in thousands)

July 1, 2023 to June 30, 2024

$

46,491

July 1, 2024 to June 30, 2025

7,966

July 1, 2025 to June 30, 2026

1,939

July 1, 2026 to June 30, 2027

47,118

July 1, 2027 to June 30, 2028

30,000

TOTAL

$

133,514

v3.23.2
Subordinated Debt
12 Months Ended
Jun. 30, 2023
Subordinated Debt.  
Subordinated Debt

NOTE 7: Subordinated Debt

In March 2004, the Company established Southern Missouri Statutory Trust I as a statutory business trust, to issue Floating Rate Capital Securities (the “Trust Preferred Securities”). The securities mature in 2034, became redeemable after five years, and bear interest at a floating rate based on LIBOR. The securities represent undivided beneficial interests in the trust, which was established by the Company for the purpose of issuing the securities. The Trust Preferred Securities were sold in a private transaction exempt from registration under the Securities Act of 1933, as amended (the “Act”) and have not been registered under the Act. The securities may not be offered or sold in the United States absent registration or an applicable exemption from registration requirements. Southern Missouri Statutory Trust I used the proceeds from the sale of the Trust Preferred Securities to purchase Junior Subordinated Debentures (the “Debentures”) of the Company which have terms identical to the Trust Preferred Securities. At June 30, 2023, the Debentures carried an interest rate of 8.26%. The balance of the Debentures outstanding was $7.2 million at June 30, 2023 and June 30, 2022. The Company used its net proceeds for working capital and investment in its subsidiaries.

In connection with the October 2013 Ozarks Legacy Community Financial, Inc. (OLCF) merger, the Company assumed $3.1 million in floating rate junior subordinated debt securities. The debt securities had been issued in June 2005 by OLCF in connection with the sale of trust preferred securities, bear interest at a floating rate based on LIBOR, are now redeemable at par, and mature in 2035. At June 30, 2023, the current rate was 8.00%. The carrying value of the debt securities was approximately $2.7 million at June 30, 2023 and 2022.

In connection with the August 2014 Peoples Service Company, Inc. (PSC) merger, the Company assumed $6.5 million in floating rate junior subordinated debt securities. The debt securities had been issued in 2005 by PSC’s subsidiary bank holding company, Peoples Banking Company, in connection with the sale of trust preferred securities, bear interest at a floating rate based on LIBOR, are now redeemable at par, and mature in 2035. At June 30, 2023, the current rate was 7.35%. The carrying value of the debt securities was approximately $5.5 million and $5.4 million at June 30, 2023 and 2022, respectively.

The Company’s investment at a face amount of $505,000 in these trusts is included with Prepaid Expenses and Other Assets in the consolidated balance sheets, and is carried at a value of $464,000 at June 30, 2023.

In connection with the February 2022 Fortune merger, the Company assumed $7.5 million in fixed-to-floating rate subordinated notes. The notes had been issued in May 2021 by Fortune to a multi-lender group, bear interest through May 2026 at a fixed rate of 4.5%, and will bear interest thereafter at SOFR plus 3.77%. The notes will be redeemable at par beginning in May 2026, and mature in May 2031. The carrying value of the notes was approximately $7.7 million at June 30, 2023 and 2022.

v3.23.2
Employee Benefits
12 Months Ended
Jun. 30, 2023
Employee Benefits  
Employee Benefits

NOTE 8: Employee Benefits

401(k) Retirement Plan. The Bank has a 401(k) retirement plan that covers substantially all eligible employees. The Bank makes “safe harbor” matching contributions of up to 4% of eligible compensation, depending upon the percentage of eligible pay deferred into the plan by the employee. Additional profit-sharing contributions of 5% of eligible salary have been accrued for the plan year ended June 30, 2023, which the board of directors authorizes based on management recommendations and financial performance for fiscal 2023. Total 401(k) expense for fiscal 2023, 2022, and 2021 was $2.4 million, $1.9 million, and $1.7 million, respectively. At June 30, 2023, 401(k) plan participants held approximately 421,000 shares of the Company’s stock in the plan. Employee deferrals and safe harbor contributions are fully vested. Profit-sharing or other contributions vest over a period of five years.

2008 Equity Incentive Plan. The Company adopted an Equity Incentive Plan (the EIP) in 2008, reserving for award 132,000 shares (split-adjusted). EIP shares were available for award to directors, officers, and employees of the Company and its affiliates by a committee of outside directors. The committee held the power to set vesting requirements for each award under the EIP. At the 2017 annual meeting, shareholders approved the 2017 Omnibus Incentive Plan, which provided that no further awards would be made under the EIP. From fiscal 2012 through fiscal 2017, the Company awarded 122,803 shares, and no awards were made under the plan since fiscal 2017. All EIP awards were in the form of either restricted stock vesting at the rate of 20% of such shares per year, or performance-based restricted stock vesting at up to of 20% of such shares per year, contingent on the achievement of specified profitability targets over a three-year period. During fiscal 2023, there were no EIP shares vested, and during fiscal 2022 and 2021 there were 2,250 and 2,700 EIP shares (split-adjusted) vested each year, respectively. Compensation expense, in the amount of the fair market value of the common stock at the date of grant, is recognized pro-rata over the five years during which the shares vest. There was no EIP expense for fiscal 2023, and for fiscal 2022 and 2021 EIP expense was $46,000 and $84,000, respectively. At June 30, 2023, no awards remained outstanding, and there was no unvested compensation expense related to the EIP.

2003 Stock Option Plan. The Company adopted a stock option plan in October 2003 (the 2003 Plan). Under the plan, the Company granted options to purchase 242,000 shares (split-adjusted) to employees and directors, of which, options to purchase 187,000 shares (split-adjusted) have been exercised, options to purchase 45,000 shares (split-adjusted) have been forfeited, and 10,000 remain outstanding. Under the 2003 Plan, exercised options may be issued from either authorized but unissued shares, or treasury shares. At the 2017 annual meeting, shareholders approved the 2017 Omnibus Incentive Plan, which provided that no further awards would be made under the 2003 Plan.

As of June 30, 2023, there was no remaining unrecognized compensation expense related to unvested stock options under the 2003 Plan. The aggregate intrinsic value of stock options outstanding, all of which were exercisable at June 30, 2023, was $209,000. No options to purchase shares were vested or exercised in fiscal 2023, 2022 or 2021.

2017 Omnibus Incentive Plan. The Company adopted an equity-based incentive plan in October 2017 (the 2017 Plan). Under the 2017 plan, the Company reserved for issuance 500,000 shares of common stock for awards to employees and directors, against which full value awards (stock-based awards other than stock options and stock appreciation rights) are to be counted on a 2.5-for-1 basis. The 2017 Plan authorized awards to be made to employees, officers, and directors by a committee of outside directors. The committee held the power to set vesting requirements for each award under the 2017 Plan. Under the 2017 Plan, stock awards and shares issued pursuant to exercised options may be issued from either authorized but unissued shares, or treasury shares.

Under the 2017 Plan, options to purchase 138,000 shares have been issued to employees and directors, of which none have been exercised or forfeited, and 138,000 remain outstanding. As of June 30, 2023, there was $1.1 million in remaining unrecognized compensation expense related to unvested stock options under the 2017 Plan, which will be recognized over the remaining weighted average vesting period. The aggregate intrinsic value of in-the-money stock options outstanding under the 2017 Plan at June 30, 2023, was $419,000, and 2,900 options were exercisable at June 30, 2023, at a strike price in excess of the market price. The intrinsic value of options vested in fiscal 2023, 2022, and 2021 was $42,000, $150,000, and $87,000, respectively. 

Full value awards totaling 28,650, 22,350, and 18,925 shares, respectively, were issued to employees and directors in fiscal 2023, 2022, and 2021. All full value awards were in the form of either:

restricted stock vesting at the rate of one-fifth of such shares per year,
performance-based restricted stock vesting at up to 20% of such shares per year, contingent on the achievement of specified profitability targets over a trailing three-year period, or
restricted stock vesting at the rate of one-third of such shares per year,
restricted stock vesting after a three-year service requirement.

During fiscal 2023, 2022, and 2021, full value awards of 15,140, 12,860, and 9,770 shares were vested, respectively. Compensation expense, in the amount of the fair market value of the common stock at the date of grant, is recognized pro-rata over the vesting period. Compensation expense for full value awards under the 2017 Plan for fiscal 2023, 2022, and 2021 was $833,000, $548,000, and $351,000, respectively. At June 30, 2023, unvested compensation expense related to full value awards under the 2017 Plan was approximately $2.4 million.

Changes in options outstanding under the 2003 Plan and the 2017 Plan were as follows:

2023

2022

2021

Weighted

Weighted

Weighted

Average

Average

Average

Price

Number

Price

Number

Price

Number

Outstanding at beginning of year

$

36.56

104,000

$

33.77

89,500

$

33.22

60,500

Granted

38.58

44,000

53.82

14,500

34.91

29,000

Exercised

Forfeited

 

 

 

Outstanding at year-end

$

39.63

148,000

$

36.56

104,000

$

33.77

89,500

Options exercisable at year-end

$

33.89

63,700

$

31.92

44,900

$

29.79

29,000

The following is a summary of the assumptions used in the Black-Scholes pricing model in determining the fair values of options granted during fiscal years 2023, 2022, and 2021:

2023

2022

2021

Assumptions:

Expected dividend yield

1.79

%

1.49

%

1.83

%

Expected volatility

 

29.67

%

28.02

%

27.72

%

Risk-free interest rate

3.79

%

1.82

%

1.14

%

Weighted-average expected life (years)

10.00

10.00

10.00

Weighted-average fair value of options granted during the year

$

16.68

$

16.38

$

9.19

The table below summarizes information about stock options outstanding under the 2003 Plan and 2017 Plan at June 30, 2023:

Weighted

Options Outstanding

Options Exercisable

Average

Weighted

Weighted

Remaining

Average

Average

Contractual

Number

Exercise

Number

Exercise

Life

Outstanding

Price

Exercisable

Price

14 mo.

10,000

$

17.55

10,000

$

17.55

55 mo.

13,500

37.31

13,500

37.31

66 mo.

17,500

34.35

14,000

34.35

80 mo.

19,500

37.40

11,700

37.40

91 mo.

29,000

34.91

11,600

34.91

103 mo.

14,500

53.82

2,900

53.82

109 mo.

7,500

46.59

46.59

116 mo.

36,500

46.94

46.94

v3.23.2
Income Taxes
12 Months Ended
Jun. 30, 2023
Income Taxes  
Income Taxes.

NOTE 9: Income Taxes

The Company and its subsidiary files income tax returns in the U.S. Federal jurisdiction and various states. The Company is no longer subject to federal and state tax examinations by tax authorities for tax years ending June 30, 2017 and before. The Company’s Missouri income tax returns for the fiscal years ending June 30, 2016 through 2018 are under audit by the Missouri Department of Revenue. The Company recognized no interest or penalties related to income taxes for the periods presented.

The components of net deferred tax assets (included in other assets on the condensed consolidated balance sheet) are summarized as follows:

(dollars in thousands)

    

June 30, 2023

    

June 30, 2022

Deferred tax assets:

 

  

 

  

Provision for losses on loans

$

12,101

$

7,761

Accrued compensation and benefits

 

974

 

828

NOL carry forwards acquired

 

709

 

57

Low income tax credit carry forward

 

1,192

 

Unrealized loss on other real estate

 

818

 

72

Unrealized loss on available for sale securities

6,174

4,921

Total deferred tax assets

 

21,968

 

13,639

Deferred tax liabilities:

 

 

Purchase accounting adjustments

 

2,348

 

224

Depreciation

 

4,276

 

1,974

FHLB stock dividends

 

120

 

120

Prepaid expenses

 

728

 

415

Other

 

1,636

 

181

Total deferred tax liabilities

 

9,108

 

2,914

Net deferred tax asset

$

12,860

$

10,725

As of June 30, 2023, the Company had approximately $3.2 million and $0 in federal and state net operating loss carryforwards, respectively, which were acquired in the July 2009 Southern Bank of Commerce merger, the February 2014 Citizens State Bankshares of Bald Knob, Inc. merger, the April 2020 Central Federal Savings and Loan merger, the February 2022 Fortune Bank merger, and the January 2023 Citizens Bank and Trust merger. The amount reported is net of the IRC Sec. 382 limitation, or state equivalent, related to utilization of net operating loss carryforwards of acquired corporations. Unless otherwise utilized, the net operating losses will begin to expire in 2030.

A reconciliation of income tax expense at the statutory rate to the Company’s actual income tax expense is shown below:

For the year ended June 30

(dollars in thousands)

2023

2022

2021

Tax at statutory rate

$

10,387

$

12,580

$

12,538

Increase (reduction) in taxes resulting from:

 

 

 

Nontaxable municipal income

 

(327)

 

(349)

 

(453)

State tax, net of Federal benefit

 

46

 

812

 

1,018

Cash surrender value of Bank-owned life insurance

 

(318)

 

(245)

 

(378)

Tax credit benefits

 

(19)

 

(45)

 

(11)

Other, net

 

457

 

(18)

 

(189)

Actual provision

$

10,226

$

12,735

$

12,525

For the years ended June 30, 2023, 2022, and 2021, income tax expense at the statutory rate was calculated using a 21% annual effective tax rate (AETR). Tax credit benefits are recognized under the deferral method of accounting for investments in tax credits.

v3.23.2
Accumulated Other Comprehensive Income (AOCI)
12 Months Ended
Jun. 30, 2023
Accumulated Other Comprehensive Income (AOCI)  
Accumulated Other Comprehensive Income (AOCI)

NOTE 10: Accumulated Other Comprehensive Income (AOCI)

The components of AOCI, included in stockholders’ equity, are as follows:

June 30, 

(dollars in thousands)

    

2023

    

2022

Net unrealized loss on securities available-for-sale

$

(28,062)

$

(22,366)

Net unrealized gain on securities available-for-sale securities for which a portion of an other-than-temporary impairment has been recognized in income

(1)

(1)

Unrealized gain from defined benefit pension plan

(32)

(37)

(28,095)

(22,404)

Tax effect

6,170

4,917

Net of tax amount

$

(21,925)

$

(17,487)

Amounts reclassified from AOCI and the affected line items in the consolidated statements of income during the years ended June 30, 2023 and 2022, were as follows:

Amounts Reclassified From AOCI

(dollars in thousands)

Affected Line Item in the Condensed

    

2023

    

2022

    

Consolidated Statements of Income

Amortization of defined benefit pension items

$

5

$

(11)

Compensation and benefits (included in computation of net periodic pension costs)

Total reclassified amount before tax

5

(11)

Tax benefit

1

(2)

Provision for income tax

Total reclassification out of AOCI

$

4

$

(9)

Net Income

v3.23.2
Stockholders' Equity and Regulatory Capital
12 Months Ended
Jun. 30, 2023
Stockholders' Equity and Regulatory Capital  
Stockholders' Equity and Regulatory Capital

NOTE 11: Stockholders’ Equity and Regulatory Capital

The Company and Bank are subject to various regulatory capital requirements administered by the Federal banking agencies. Failure to meet minimum capital requirements can result in certain mandatory – and possibly additional discretionary – actions by regulators that, if undertaken, could have a direct material effect on the Company’s

financial statements. Under capital adequacy guidelines and the regulatory framework for prompt corrective action, the Company and Bank must meet specific capital guidelines that involve quantitative measures of the Company and the Bank’s assets, liabilities, and certain off-balance sheet items as calculated under U.S. GAAP, regulatory reporting requirements and regulatory capital standards. The Company and Bank’s capital amounts and classification are also subject to qualitative judgments by the regulators about components, risk weightings, and other factors. Furthermore, the Company and Bank’s regulators could require adjustments to regulatory capital not reflected in the consolidated financial statements.

Quantitative measures established by regulatory capital standards to ensure capital adequacy require the Company and the Bank to maintain minimum amounts and ratios (set forth in the table below) of total capital, Tier 1 capital (as defined), and common equity Tier 1 capital (as defined) to risk-weighted assets (as defined) and of Tier 1 capital (as defined) to average total assets (as defined). Additionally, to make distributions or discretionary bonus payments, the Company and Bank must maintain a capital conservation buffer of 2.5% of risk-weighted assets. Management believes, as of June 30, 2023 and 2022, that the Company and the Bank met all capital adequacy requirements to which they are subject.

Effective January 1, 2020, depository institutions and depository institution holding companies that have less than $10 billion in total consolidated assets and meet other qualifying criteria, including a tier 1 leverage ratio of greater than 9 percent, are considered qualifying community banking organizations and are eligible to opt into an alternative, simplified regulatory capital framework, which utilizes a newly-defined “Community Bank Leverage Ratio” (CBLR). The CBLR framework is an optional framework that is designed to reduce burden by removing the requirements for calculating and reporting risk-based capital ratios for qualifying community banking organizations that opt into the framework. Qualifying community banking organizations that elect to use the CBLR framework and that maintain a leverage ratio of greater than 9 percent are considered to have satisfied the risk-based and leverage capital requirements in the agencies’ generally applicable capital rule. In April 2020, the federal bank regulatory agencies announced the issuance of two interim final rules to provide temporary relief to community banking organizations. Under the rules, CBLR requirement was a minimum of 8.5% for calendar year 2021, and 9% thereafter. The Company and the Bank have not made an election to utilize the CBLR framework, but will continue to monitor the available option, and could do so in the future.

In August 2020, the Federal banking agencies adopted a final rule updating a December 2018 rule regarding the impact on regulatory capital of adoption of the CECL standard. The rule now allows institutions that adopt the CECL standard in 2020 a five-year transition period to recognize the estimated impact of adoption on regulatory capital. The Company and the Bank elected to exercise the option to recognize the impact of adoption over the five-year period.

As of June 30, 2023, the most recent notification from the Federal banking agencies categorized the Bank as well capitalized under the regulatory framework for prompt corrective action. To be categorized as well capitalized the Bank must maintain minimum total risk-based, Tier 1 risk-based, common equity Tier 1 risk-based, and Tier 1 leverage ratios as set forth in the table. There are no conditions or events since that notification that management believes have changed the Bank’s category.

The tables below summarize the Company and Bank’s actual and required regulatory capital:

To Be Well Capitalized Under

Prompt Corrective Action

Actual

For Capital Adequacy Purposes

Provisions

As of June 30, 2023

Amount

    

Ratio

Amount

    

Ratio

Amount

    

Ratio

(dollars in thousands)

Total Capital (to Risk-Weighted Assets)

Consolidated

   

$

481,236

 

12.52

%

   

$

307,528

 

8.00

%

   

$

n/a

 

n/a

Southern Bank

454,699

11.77

%

308,932

8.00

%

386,166

10.00

%

Tier I Capital (to Risk-Weighted Assets)

Consolidated

426,644

11.10

%

230,646

6.00

%

n/a

n/a

Southern Bank

407,764

10.56

%

231,699

6.00

%

308,932

8.00

%

Tier I Capital (to Average Assets)

Consolidated

426,644

9.95

%

171,470

4.00

%

n/a

n/a

Southern Bank

407,764

9.54

%

170,942

4.00

%

213,677

5.00

%

Common Equity Tier I Capital (to Risk-Weighted Assets)

Consolidated

411,196

10.70

%

172,985

4.50

%

n/a

n/a

Southern Bank

407,764

10.56

%

173,774

4.50

%

251,008

6.50

%

To Be Well Capitalized Under

Prompt Corrective Action

Actual

For Capital Adequacy Purposes

Provisions

As of June 30, 2022

Amount

    

Ratio

Amount

    

Ratio

Amount

    

Ratio

(dollars in thousands)

Total Capital (to Risk-Weighted Assets)

Consolidated

   

$

370,013

 

13.42

%

   

$

220,558

 

8.00

%

   

$

n/a

 

n/a

 

Southern Bank

352,169

12.90

%

218,397

8.00

%

272,996

10.00

%

Tier I Capital (to Risk-Weighted Assets)

Consolidated

335,316

12.16

%

165,418

6.00

%

n/a

n/a

Southern Bank

325,183

11.91

%

163,797

6.00

%

218,397

8.00

%

Tier I Capital (to Average Assets)

Consolidated

335,316

10.41

%

128,822

4.00

%

n/a

n/a

Southern Bank

325,183

10.22

%

127,333

4.00

%

159,167

5.00

%

Common Equity Tier I Capital (to Risk-Weighted Assets)

Consolidated

319,971

11.61

%

124,064

4.50

%

n/a

n/a

Southern Bank

325,183

11.91

%

122,848

4.50

%

177,447

6.50

%

The Bank’s ability to pay dividends on its common stock to the Company is restricted to maintain adequate capital as shown in the above tables. Additionally, prior regulatory approval is required for the declaration of any dividends generally in excess of the sum of net income for that calendar year and retained net income for the preceding two calendar years. At June 30, 2023, approximately $29.9 million of the equity of the Bank was available for distribution as dividends to the Company without prior regulatory approval.

v3.23.2
Commitments and Contingencies
12 Months Ended
Jun. 30, 2023
Commitments and Contingencies Disclosure [Abstract]  
Commitments and Contingencies

NOTE 12: Commitments and Contingencies

Standby Letters of Credit. In the normal course of business, the Company issues various financial standby, performance standby, and commercial letters of credit for its customers. As consideration for the letters of credit, the institution charges letter of credit fees based on the face amount of the letters and the creditworthiness of the counterparties. These letters of credit are stand­alone agreements, and are unrelated to any obligation the depositor has to the Company.

Standby letters of credit are irrevocable conditional commitments issued by the Company to guarantee the performance of a customer to a third party. Financial standby letters of credit are primarily issued to support public and private borrowing arrangements, including commercial paper, bond financing and similar transactions. Performance standby letters of credit are issued to guarantee performance of certain customers under non-financial contractual obligations. The credit risk involved in issuing standby letters of credit is essentially the same as that involved in extending loans to customers.

The Company had total outstanding standby letters of credit amounting to $7.1 million at June 30, 2023, and $3.7 million at June 30, 2022, with terms ranging from 12 to 24 months. At June 30, 2023, the Company’s deferred revenue under standby letters of credit agreements was nominal.

Off-balance-sheet and Credit Risk. The Company’s Consolidated Financial Statements do not reflect various financial instruments to extend credit to meet the financing needs of its customers.

These financial instruments include commitments to extend credit. These instruments involve, to varying degrees, elements of credit and interest rate risk in excess of the amount recognized in the balance sheets. Lines of credit are agreements to lend to a customer as long as there is no violation of any condition established in the contract. Lines of credit generally have fixed expiration dates. Since a portion of the line may expire without being drawn upon, the total unused lines do not necessarily represent future cash requirements. Each customer’s creditworthiness is evaluated on a case-by-case basis. The amount of collateral obtained, if deemed necessary, is based on management’s credit evaluation of the counterparty. Collateral held varies but may include accounts receivable, inventory, property, plant and equipment, commercial real estate and residential real estate. Management uses the same credit policies in granting lines of credit as it does for on balance sheet instruments.

The Company had $912.0 million in commitments to extend credit at June 30, 2023, and $707.7 million at June 30, 2022.

At June 30, 2023, total commitments to originate fixed-rate loans with terms in excess of one year were $213.3 million at rates ranging from 3.95% to 11.0%, with a weighted-average rate of 6.07%. Commitments to extend credit and standby letters of credit include exposure to some credit loss in the event of nonperformance of the customer. The Company’s policies for credit commitments and financial guarantees are the same as those for extension of credit that are recorded in the balance sheet. The commitments extend over varying periods of time with the majority being disbursed within a thirty-day period.

The Company originates collateralized commercial, real estate, and consumer loans to customers in Missouri, Arkansas, and Illinois. Although the Company has a diversified portfolio, loans aggregating $1.5 billion at June 30, 2023, are secured by single and multi-family residential real estate generally located in the Company’s primary lending area.

Legal proceedings. Periodically, there have been various claims and lawsuits involving the Company or the Bank, mainly as defendants, such as claims to enforce liens, condemnation proceedings on properties in which the Company or the Bank holds security interests, claims involving the making and servicing of real property loans and other activities incident to the Company’s or the Bank’s business. Aside from such pending claims and lawsuits, which are incident to the conduct of the Company’s or the Bank’s ordinary business, the Company and the Bank are not parties to any material pending legal proceedings which, in the pinion of management, are expected to have a material effect on the financial condition or operations of the Company.

v3.23.2
Earnings Per Share
12 Months Ended
Jun. 30, 2023
Earnings Per Share  
Earnings Per Share

NOTE 13: Earnings Per Share

The following table sets forth the computations of basic and diluted earnings per common share:

June 30, 

(dollars in thousands except per share data)

2023

2022

2021

Net income

$

39,237

$

47,169

$

47,180

Less: distributed earnings allocated to participating securities

 

(42)

 

(30)

 

(18)

Less: undistributed earnings allocated to participating securities

 

(150)

 

(165)

 

(135)

Net income available to common shareholders

39,045

46,974

47,027

Denominator for basic earnings per share -

Weighted-average shares outstanding

 

10,124,766

 

8,994,022

 

9,007,814

Effect of dilutive securities stock options or awards

 

17,033

 

17,122

 

2,923

Denominator for diluted earnings per share

10,141,799

9,011,144

9,010,737

Basic earnings per share available to common stockholders

$

3.86

$

5.22

$

5.22

Diluted earnings per share available to common stockholders

$

3.85

$

5.21

$

5.22

Certain option and restricted stock awards were excluded from the computation of diluted earnings per share because they were anti-dilutive, based on the average market prices of the Company’s common stock for these periods. Outstanding options and shares of restricted stock totaling 66,607, 22,750, and 99,825 were excluded from the computation of diluted earnings per share for the fiscal years ended June 30, 2023, 2022, and 2021, respectively.

v3.23.2
Business Combinations
12 Months Ended
Jun. 30, 2023
Business Combinations  
Business Combinations

NOTE 14: Business Combinations

On January 20, 2023, the Company completed the merger with Citizens and its wholly owned subsidiary, Citizens Bank and Trust Company (“Citizens Bank”), in a stock and cash transaction. In late February 2023, the Company merged Citizens Bank with and into the Bank, coincident to the data systems conversion. For the fiscal year ended June 30, 2023, the Company incurred $4.9 million of third-party acquisition-related costs, which are included in noninterest expense in the Company’s condensed consolidated statements of income.

Under the acquisition method of accounting, the total purchase price is allocated to the net tangible and intangible assets acquired based on their estimated fair values on the date of the acquisition. Based on preliminary valuations of the fair value of tangible and intangible assets acquired and liabilities assumed, the purchase price for the Citizens merger is detailed in the following table. If, prior to the end of the one-year measurement period for finalizing the purchase price allocation, information becomes available about facts and circumstances that existed as of the merger date, which would indicate adjustments are required to the purchase price allocation, such adjustments will be included in the purchase price allocation retrospectively.

Citizens Bancshares Company

Fair Value of Consideration Transferred

(dollars in thousands)

Cash

$

34,889

Common stock, at fair value

98,280

Total consideration

$

133,169

    

Recognized amounts of identifiable assets acquired and liabilities assumed

 

 

Cash and cash equivalents

$

243,225

Investment securities

 

226,451

Loans

 

447,388

Premises and equipment

 

23,430

BOLI

 

21,733

Identifiable intangible assets

 

24,645

Miscellaneous other assets

 

9,366

 

Deposits

 

(851,140)

Securities sold under agreements to repurchase

 

(27,629)

Miscellaneous other liabilities

(7,784)

Total identifiable net assets

109,685

Goodwill

$

23,484

Of the total purchase price, $22.1 million was allocated to core deposit intangible, and will be amortized over ten years on a straight line basis, $2.6 million was allocated to the intangible related to the acquired trust and wealth management business line and will be amortized over ten years on a straight line basis, and $23.5 million was allocated to goodwill. None of the purchase price is deductible. Goodwill is attributable to synergies and economies of scale expected from combining the operations of the Bank and Citizens Bank. To the extent that management revises any of the fair value of the above fair value adjustments as a result of continuing evaluation, the amount of goodwill recorded in the merger will change.

The Company acquired the $461.5 million loan portfolio at an estimated fair value discount of $14.1 million. The excess of expected cash flows above the fair value of the performing portion of loans will be accreted to interest income over the remaining lives of the loans in accordance with ASC 310-30. Loans acquired that were not subject to guidance relating to PCD loans include loans with a fair value and gross contractual amounts receivable of $419.5. million and $520.0 million at the date of acquisition. Management identified 48 PCD loans, with a book balance of $27.5 million, associated with the Citizens merger(ASC 310-30).

The Company utilized an outside valuation expert to estimate the fair value of acquired assets and assumed liabilities. This work related primarily to loans, the core deposit intangible, and the intangible related to the acquired trust and wealth management business line.

The acquired business contributed revenues of $11.6 million and earnings of $3.3 million for the period from January 20, 2023 through June 30, 2023.  The following unaudited pro forma summaries present consolidated information of the Company as if the business combination had occurred on the first day of each period:

    

Pro Forma

For the twelve months ended

June 30,

(dollars in thousands)

2023

2022

Revenue

$

183,878

$

166,101

Earnings

$

51,156

$

56,856

On February 25, 2022, the Company completed its merger with Fortune and its wholly owned subsidiary, FortuneBank (“FB”), in a stock and cash transaction valued at approximately $35.5 million. The acquired financial institution was merged with and into the Bank simultaneously with the of Fortune merger. For the fiscal years ended June 30, 2023 and 2022, the Company incurred $45,000 and $1.4 million, respectively, of third party acquisition-related costs, which are included in noninterest expense in the Company’s consolidated statements of income.

Under the acquisition method of accounting, the total purchase price is allocated to net tangible and intangible assets based on their current estimated fair values on the date of the acquisition. Based on valuations of the fair value of tangible and intangible assets acquired and liabilities assumed, the purchase price for the Fortune merger is detailed in the following table.

Fortune Financial Corporation

Fair Value of Consideration Transferred

(dollars in thousands)

Cash

$

12,664

Common stock, at fair value

22,884

Total consideration

$

35,548

    

Recognized amounts of identifiable assets acquired and liabilities assumed

 

 

Cash and cash equivalents

$

34,280

Interest bearing time deposits

 

2,300

Loans

 

202,053

Premises and equipment

 

7,690

BOLI

 

3,720

Identifiable intangible assets

 

1,602

Miscellaneous other assets

 

3,512

 

Deposits

 

(213,670)

FHLB Advances

 

(9,681)

Subordinated debt

 

(7,800)

Miscellaneous other liabilities

(1,214)

Total identifiable net assets

22,792

Goodwill

$

12,756

Of the total purchase price, $1.6 million has been allocated to core deposit intangible, and will be amortized over seven years on a straight line basis. Additionally, $12.8 million has been allocated to goodwill, and none of the purchase price is deductible. Goodwill is attributable to synergies and economies of scale expected from combining the operations of the Bank and FB.

The Company acquired the $204.1 million loan portfolio at an estimated fair value discount of $2.1 million. The excess of expected cash flows above the fair value of the performing portion of loans will be accreted to interest income over the remaining lives of the loans in accordance with ASC 310-30. Loans acquired that were not subject to guidance relating to purchase credit deteriorated (PCD) loans include loans with a fair value and gross contractual amounts receivable of $187.0 million and $211.0 million at the date of merger. Management identified 31 PCD loans, with a book balance of $15.1 million, associated with the Fortune merger (ASC 310-30).

On December 15, 2021, the Company completed its acquisition of the Cairo, Illinois, branch (“Cairo”) of First National Bank, Oldham, South Dakota. The deal resulted in the Bank relocating its facility from its prior location to the First National Bank location in Cairo. The Company views the acquisition and updates to the new facility as an

expression of its continuing commitment to the Cairo community. For the fiscal years ended June 30, 2023 and 2022, the Company incurred $0 and $50,000, respectively, of third-party acquisition-related costs, included in noninterest expense in the Company’s consolidated statements of income.

Under the acquisition method of accounting, the total purchase price is allocated to net tangible and intangible assets based on their current estimated fair values on the date of the acquisition. Based on valuations of the fair value of tangible and intangible assets acquired and liabilities assumed, the purchase price for the Cairo acquisition is detailed in the following table.

First National Bank - Cairo Branch

Fair Value of Consideration Transferred

(dollars in thousands)

Cash received

$

(26,932)

    

Recognized amounts of identifiable assets acquired and liabilities assumed

 

 

Cash and cash equivalents

$

220

Loans

 

408

Premises and equipment

 

468

Identifiable intangible assets

 

168

Miscellaneous other assets

 

1

 

Deposits

 

(28,540)

Miscellaneous other liabilities

(99)

Total identifiable net liabilities

(27,374)

Goodwill

$

442

v3.23.2
Fair Value Measurements
12 Months Ended
Jun. 30, 2023
Fair Value Measurements  
Fair Value Measurements

NOTE 15: Fair Value Measurements

ASC Topic 820, Fair Value Measurements, defines fair value as the price that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants at the measurement date. Topic 820 also establishes a fair value hierarchy which requires an entity to maximize the use of observable inputs and minimize the use of unobservable inputs when measuring fair value. The standard describes three levels of inputs that may be used to measure fair value:

Level 1 – Quoted prices in active markets for identical assets or liabilities

Level 2 – Observable inputs other than Level 1 prices, such as quoted prices for similar assets or liabilities; quoted prices in active markets that are not active; or other inputs that are observable or can be corroborated by observable market data for substantially the full term of the assets or liabilities

Level 3 – Unobservable inputs supported by little or no market activity and significant to the fair value of the assets or liabilities

Recurring Measurements. The following table presents the fair value measurements of assets recognized in the accompanying consolidated balance sheets measured at fair value on a recurring basis and the level within the fair value hierarchy in which the fair value measurements fall at June 30, 2023 and 2022:

Fair Value Measurements at June 30, 2023, Using:

Quoted Prices in

Active Markets for

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Obligations of state and political subdivisions

$

42,568

$

$

42,568

$

Corporate obligations

32,538

32,538

Asset backed securities

68,626

68,626

Other securities

 

3,570

 

 

3,570

 

MBS and CMOs

 

270,252

 

 

270,252

 

Fair Value Measurements at June 30, 2022, Using:

Quoted Prices in

Active Markets for 

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Obligations of state and political subdivisions

$

44,479

$

$

44,479

$

Corporate obligations

19,887

19,887

Other securities

 

443

 

 

443

 

MBS and CMOs

 

170,585

 

 

170,585

 

Following is a description of the valuation methodologies and inputs used for assets measured at fair value on a recurring basis and recognized in the accompanying consolidated balance sheets, as well as the general classification of such assets pursuant to the valuation hierarchy. There have been no significant changes in the valuation techniques during the year ended June 30, 2023.

Available-for-sale Securities. When quoted market prices are available in an active market, securities are classified within Level 1. If quoted market prices are not available, then fair values are estimated using pricing models, or quoted prices of securities with similar characteristics. For these securities, our Company obtains fair value measurements from an independent pricing service. The fair value measurements consider observable data that may include dealer quotes, market spreads, cash flows, the U.S. Treasury yield curve, live trading levels, trade execution data, market consensus prepayment speeds, credit information and the bond’s terms and conditions, among other things. In certain cases where Level 1 or Level 2 inputs are not available, securities are classified within Level 3 of the hierarchy.

Nonrecurring Measurements. The following tables present the fair value measurement of assets measured at fair value on a nonrecurring basis and the level within the ASC 820 fair value hierarchy in which the fair value measurements fell at June 30, 2023 and 2022:

Fair Value Measurements at June 30, 2023, Using:

Quoted Prices in

Active Markets for

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Foreclosed and repossessed assets held for sale

$

1,472

$

$

$

1,472

Fair Value Measurements at June 30, 2022, Using:

Quoted Prices in

Active Markets for

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Foreclosed and repossessed assets held for sale

$

$

$

$

The following table presents losses recognized on assets measured on a non-recurring basis for the years ended June 30, 2023 and 2022:

(dollars in thousands)

2023

2022

Foreclosed and repossessed assets held for sale

$

60

$

(503)

Total gains (losses) on assets measured on a non-recurring basis

$

60

$

(503)

The following is a description of valuation methodologies and inputs used for assets measured at fair value on a nonrecurring basis and recognized in the accompanying consolidated balance sheets, as well as the general classification of such assets pursuant to the valuation hierarch. For assets classified within Level 3 of fair value hierarchy, the process used to develop the reported fair value process is described below.

Foreclosed and Repossessed Assets Held for Sale. Foreclosed and repossessed assets held for sale are valued at the time the loan is foreclosed upon or collateral is repossessed and the asset is transferred to foreclosed or repossessed assets held for sale. The value of the asset is based on third party or internal appraisals, less estimated costs to sell and appropriate discounts, if any. The appraisals are generally discounted based on current and expected market conditions that may impact the sale or value of the asset and management’s knowledge and experience with similar assets. Such discounts typically may be significant and result in a Level 3 classification of the inputs for determining fair value of these assets. Foreclosed and repossessed assets held for sale are continually evaluated for additional impairment and are adjusted accordingly if impairment is identified.

Unobservable (Level 3) Inputs. The following table presents quantitative information about unobservable inputs used in recurring and nonrecurring Level 3 fair value measurements at June 30, 2023. There were no Level 3 fair value measurements at Junr 30, 2022.

    

    

    

    

Range

    

 

Fair value at

Valuation

Unobservable

of

Weighted-average

 

(dollars in thousands)

June 30, 2023

technique

inputs

inputs applied

inputs applied

 

Nonrecurring Measurements

 

  

 

  

 

  

 

  

 

  

Foreclosed and repossessed assets

$

1,472

 

Third party appraisal

 

Marketability discount

 

14.9 - 14.9

%  

14.9

%

Fair Value of Financial Instruments. The following table presents estimated fair values of the Company’s financial instruments and the level within the fair value hierarchy in which the fair value measurements fell at June 30, 2023 and 2022:

June 30, 2023

Quoted Prices

in Active

Significant

Markets for

Significant Other

Unobservable

Carrying

Identical Assets

Observable Inputs

Inputs

(dollars in thousands)

    

Amount

    

(Level 1)

    

(Level 2)

    

(Level 3)

Financial assets

 

  

 

  

 

  

 

  

Cash and cash equivalents

$

53,979

$

53,979

$

$

Interest-bearing time deposits

 

1,242

 

 

1,242

 

Stock in FHLB

 

11,540

 

 

11,540

 

Stock in Federal Reserve Bank of St. Louis

 

9,061

 

 

9,061

 

Loans receivable, net

 

3,571,078

 

 

 

3,393,791

Accrued interest receivable

 

18,871

 

 

18,871

 

Financial liabilities

 

 

 

 

Deposits

 

3,725,540

 

2,661,479

 

 

1,053,650

Advances from FHLB

 

133,514

 

 

131,821

 

Accrued interest payable

 

4,723

 

 

4,723

 

Subordinated debt

 

23,105

 

 

 

20,318

Unrecognized financial instruments (net of contract amount)

 

 

 

 

Commitments to originate loans

 

 

 

 

Letters of credit

 

 

 

 

Lines of credit

 

 

 

 

June 30, 2022

Quoted Prices

in Active

Significant

Markets for

Significant Other

Unobservable

Carrying

Identical Assets

Observable Inputs

Inputs

(dollars in thousands)

    

Amount

    

(Level 1)

    

(Level 2)

    

(Level 3)

Financial assets

 

  

 

  

 

  

 

  

Cash and cash equivalents

$

86,792

$

86,792

$

$

Interest-bearing time deposits

 

4,768

 

 

4,768

 

Stock in FHLB

 

5,893

 

 

5,893

 

Stock in Federal Reserve Bank of St. Louis

 

5,790

 

 

5,790

 

Loans receivable, net

 

2,686,198

 

 

 

2,655,882

Accrued interest receivable

 

11,052

 

 

11,052

 

Financial liabilities

 

Deposits

 

2,815,075

 

2,176,444

 

 

637,163

Securities sold under agreements to repurchase

 

 

 

 

Advances from FHLB

 

37,957

 

 

35,916

 

Note payable

 

 

 

 

Accrued interest payable

801

 

 

801

 

Subordinated debt

23,055

 

 

 

22,070

Unrecognized financial instruments (net of contract amount)

 

Commitments to originate loans

 

 

 

 

Letters of credit

 

 

 

 

Lines of credit

 

 

 

 

v3.23.2
Significant Estimates
12 Months Ended
Jun. 30, 2023
Significant Estimates.  
Significant Estimates

NOTE 16: Significant Estimates

Accounting principles generally accepted in the United States of America require disclosure of certain significant estimates and current vulnerabilities due to certain concentrations. Estimates related to the allowance for loan losses are described in Note 1.

v3.23.2
Condensed Parent Company Only Financial Statements
12 Months Ended
Jun. 30, 2023
Condensed Parent Company Only Financial Statements  
Condensed Parent Company Only Financial Statements

NOTE 17: Condensed Parent Company Only Financial Statements

The following condensed balance sheets, statements of income and comprehensive income and cash flows for Southern Missouri Bancorp, Inc. should be read in conjunction with the consolidated financial statements and the notes thereto:

June 30, 

(dollars in thousands)

2023

    

2022

Condensed Balance Sheets

Assets

  

 

  

Cash and cash equivalents

$

13,442

$

8,964

Other assets

52,178

28,691

Investment in common stock of Bank

404,247

306,549

TOTAL ASSETS

$

469,867

$

344,204

Liabilities and Stockholders' Equity

  

  

Accrued expenses and other liabilities

$

704

$

377

Subordinated debt

23,105

23,055

TOTAL LIABILITIES

23,809

23,432

Stockholders' equity

446,058

320,772

TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY

$

469,867

$

344,204

Year ended June 30, 

(dollars in thousands)

2023

2022

    

2021

Condensed Statements of Income

Interest income

$

32

$

14

$

13

Interest expense

 

1,439

686

534

Net interest expense

 

(1,407)

(672)

(521)

Dividends from Bank

48,000

31,000

12,000

Operating expenses

3,041

1,124

599

Income before income taxes and equity in undistributed income of the Bank

43,552

29,204

10,880

Income tax benefit

552

321

235

Income before equity in undistributed income of the Bank

44,104

29,525

11,115

Equity in undistributed income of the Bank

(4,867)

17,644

36,065

NET INCOME

$

39,237

$

47,169

$

47,180

COMPREHENSIVE INCOME

$

34,799

$

26,800

$

45,615

Year ended June 30, 

(dollars in thousands)

    

2023

    

2022

    

2021

Condensed Statements of Cash Flow

Cash Flows from operating activities:

Net income

$

39,237

$

47,169

$

47,180

Changes in:

 

Equity in undistributed income of the Bank

 

4,867

(17,644)

(36,065)

Other adjustments, net

388

(698)

(559)

NET CASH PROVIDED BY OPERATING ACTIVITES

44,492

28,827

10,556

Investments in Bank subsidiaries

(31,382)

(8,024)

NET CASH USED IN INVESTING ACTIVITIES

(31,382)

(8,024)

Cash flows from financing activities:

Dividends on common stock

(8,632)

(7,194)

(5,598)

Payments to acquire treasury stock

(5,838)

(8,341)

NET CASH USED IN FINANCING ACTIVITIES

(8,632)

(13,032)

(13,939)

Net increase (decrease) in cash and cash equivalents

4,478

7,771

(3,383)

Cash and cash equivalents at beginning of year

8,964

1,193

4,576

CASH AND CASH EQUIVALENTS AT END OF YEAR

$

13,442

$

8,964

$

1,193

v3.23.2
Quarterly Financial Data (Unaudited)
12 Months Ended
Jun. 30, 2023
Quarterly Financial Data (Unaudited)  
Quarterly Financial Data (Unaudited)

NOTE 18: Quarterly Financial Data (Unaudited)

Quarterly operating data is summarized as follows (in thousands):

June 30, 2023

    

First

    

Second

    

Third

    

Fourth

(dollars in thousands)

Quarter

Quarter

Quarter

Quarter

Interest income

$

34,996

$

38,851

$

48,286

$

54,283

Interest expense

 

6,487

 

10,600

 

14,519

 

18,065

 

Net interest income

 

28,509

 

28,251

 

33,767

 

36,218

 

Provision for credit losses

 

5,056

 

1,138

 

10,072

 

795

Noninterest income

5,513

5,456

6,284

8,951

Noninterest expense

16,920

17,638

26,992

24,875

Income before income taxes

 

12,046

 

14,931

 

2,987

 

19,499

Income tax expense

 

2,442

 

3,267

 

578

 

3,939

NET INCOME

$

9,604

$

11,664

$

2,409

$

15,560

Basic earnings per share

$

1.04

$

1.26

$

0.22

$

1.37

Diluted earnings per share

$

1.04

$

1.26

$

0.22

$

1.37

June 30, 2022

    

First

    

Second

    

Third

    

Fourth

(dollars in thousands)

Quarter

Quarter

Quarter

Quarter

Interest income

$

28,860

$

28,096

$

28,339

$

31,572

Interest expense

 

3,223

 

3,038

 

3,225

 

3,814

 

Net interest income

 

25,637

 

25,058

 

25,114

 

27,758

 

Provision for loan losses

 

(305)

 

 

1,552

 

240

Noninterest income

4,515

5,285

4,904

6,499

Noninterest expense

14,221

15,070

16,757

17,331

Income before income taxes

 

16,236

 

15,273

 

11,709

 

16,686

Income tax expense

 

3,487

 

3,288

 

2,358

 

3,602

NET INCOME

$

12,749

$

11,985

$

9,351

$

13,084

Basic earnings per share

$

1.43

$

1.35

$

1.03

$

1.41

Diluted earnings per share

$

1.43

$

1.34

$

1.03

$

1.41

June 30, 2021

    

First

    

Second

    

Third

    

Fourth

(dollars in thousands)

Quarter

Quarter

Quarter

Quarter

Interest income

$

26,972

$

27,871

$

27,100

$

27,532

Interest expense

 

4,908

 

4,344

 

3,951

 

3,586

 

Net interest income

 

22,064

 

23,527

 

23,149

 

23,946

 

Provision for loan losses

 

1,000

 

1,000

 

(409)

 

(2,615)

Noninterest income

4,941

5,720

4,524

4,857

Noninterest expense

13,272

13,046

13,528

14,201

Income before income taxes

 

12,733

 

15,201

 

14,554

 

17,217

Income tax expense

 

2,747

 

3,153

 

3,096

 

3,529

NET INCOME

$

9,986

$

12,048

$

11,458

$

13,688

Basic earnings per share

$

1.09

$

1.33

$

1.27

$

1.53

Diluted earnings per share

$

1.09

$

1.32

$

1.27

$

1.53

v3.23.2
Organization and Summary of Significant Accounting Policies (Policies)
12 Months Ended
Jun. 30, 2023
Organization and Summary of Significant Accounting Policies  
Organization

Organization. Southern Missouri Bancorp, Inc., a Missouri corporation (the Company) was organized in 1994 and is the parent company of Southern Bank (the Bank). Substantially all of the Company’s consolidated revenues are derived from the operations of the Bank, and the Bank represents substantially all of the Company’s consolidated assets and liabilities. SB Real Estate Investments, LLC is a wholly-owned subsidiary of the Bank formed to hold Southern Bank Real Estate Investments, LLC. Southern Bank Real Estate Investments, LLC is a real estate investment trust (REIT) which is controlled by SB Real Estate Investments, LLC, and has other preferred shareholders in order to meet the requirements to be a REIT. At June 30, 2023, assets of the REIT were approximately $1.4 billion, and consisted primarily of real estate loan participations acquired from the Bank.

The Bank is primarily engaged in providing a full range of banking and financial services to individuals and corporate customers in its market areas. The Bank and Company are subject to competition from other financial institutions. The Bank and Company are subject to the regulation of certain federal and state agencies and undergo periodic examinations by those regulatory authorities.

Basis of Financial Statement Presentation

Basis of Financial Statement Presentation. The consolidated financial statements of the Company have been prepared in conformity with accounting principles generally accepted in the United States of America and general practices within the banking industry. In the normal course of business, the Company encounters two significant types of risk: economic and regulatory. Economic risk is comprised of interest rate risk, credit risk, and market risk. The Company is subject to interest rate risk to the degree that its interest-bearing liabilities reprice on a different basis than its interest-earning assets. Credit risk is the risk of default on the Company’s investment or loan portfolios resulting from the borrowers’ inability or unwillingness to make contractually required payments. Market risk reflects changes in the value of the investment portfolio, collateral underlying loans receivable, and the value of the Company’s investments in real estate.

Principles of Consolidation

Principles of Consolidation. The consolidated financial statements include the accounts of the Company and its wholly-owned subsidiaries. All significant intercompany accounts and transactions have been eliminated.

Use of Estimates

Use of Estimates. The preparation of consolidated financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosures of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates.

On July 1, 2020, the Company adopted ASU 2016-13, Financial Instruments – Credit Losses, also known as the current expected credit loss (“CECL”) standard, which created material changes to the existing critical accounting policy that existed at June 30, 2020. Effective July 1, 2020, the significant accounting policy which was considered to be the most critical in preparing the Company’s consolidated financial statements is the determination of the allowance for credit losses (“ACL”) on loans.

Material estimates that are particularly susceptible to significant change relate to the determination of the allowance for credit losses, and estimated fair values of purchased loans.

Cash and Cash Equivalents

Cash and Cash Equivalents. For purposes of reporting cash flows, cash and cash equivalents includes cash, due from depository institutions and interest-bearing deposits in other depository institutions with original maturities of three months or less. Interest-bearing deposits in other depository institutions were $3.8 million and $47.3 million at June 30, 2023 and 2022, respectively. The deposits are held in various commercial banks with a total of $1.3 million and $5.8 million exceeding the FDIC deposit insurance limits at June 30, 2023 and 2022, respectively, as well as at the Federal Reserve and the Federal Home Loan Bank of Des Moines and Chicago.

Interest-bearing Time Deposits

Interest-bearing Time Deposits. Interest bearing deposits in banks mature within three years and are carried at cost.

Available for Sale Securities

Available for Sale Securities. Available for sale securities (“AFS”), which include any security for which the Company has no immediate plan to sell but which may be sold in the future, are carried at fair value. Unrealized gains and losses, net of tax, are reported in accumulated other comprehensive income (loss), a component of stockholders’ equity. All securities have been classified as available for sale.

Premiums and discounts on debt securities are amortized or accreted as adjustments to income over the estimated life of the security using the level yield method. Realized gains or losses on the sale of securities is based on the specific identification method. The fair value of securities is based on quoted market prices or dealer quotes. If a quoted market price is not available, fair value is estimated using quoted market prices for similar securities.

The Company does not invest in collateralized mortgage obligations that are considered high risk.

For AFS securities with fair value less than amortized cost that management has no intent to sell and believes that it more likely than not will not be required to sell prior to recovery, only the credit loss component of the impairment is recognized in earnings, while the noncredit loss is recognized in accumulated other comprehensive income (loss). The credit loss component recognized in earnings is identified as the amount of principal cash flows not expected to be received over the remaining term of the security as projected based on cash flow projections, and is recorded to the ACL, by a charge to provision for credit losses. Accrued interest receivable is excluded from the estimate of credit losses. Both the ACL and the adjustment to net income may be reversed if conditions change. However, if the Company intends to sell an impaired AFS security, or, if it is more likely than not the Company will be required to sell such a security before recovering its amortized cost basis, the entire impairment amount would be recognized in earnings with a corresponding adjustment to the security’s amortized cost basis. Because the security’s amortized cost basis is adjusted to fair value, there is no ACL in this situation.

The Company evaluates impaired AFS securities at the individual level on a quarterly basis, and considers factors including, but not limited to: the extent to which the fair value of the security is less than the amortized cost basis; adverse conditions specifically related to the security, an industry, or geographic area; the payment structure of the security and likelihood of the issuer to be able to make payments that may increase in the future; failure of the issuer to make scheduled interest or principal payments; any changes to the rating of the security by a rating agency; and the ability and intent to hold the security until maturity. A qualitative determination as to whether any portion of the impairment is attributable to credit risk is acceptable. There were no credit related factors underlying unrealized losses on AFS securities at June 30, 2023, or June 30, 2022.

Changes in the ACL are recorded as expense. Losses are charged against the ACL when management believes the uncollectability of an AFS debt security is confirmed or when either of the criteria regarding intent or requirement to sell is met.

Federal Reserve Bank and Federal Home Loan Bank Stock

Federal Reserve Bank and Federal Home Loan Bank Stock. The Bank is a member of the Federal Reserve and the Federal Home Loan Bank (FHLB) systems. Capital stock of the Federal Reserve and the FHLB is a required investment based upon a predetermined formula and is carried at cost.

Loans

Loans. Loans are generally stated at unpaid principal balances, less the ACL, any net deferred loan origination fees, and unamortized premiums or discounts on purchased loans.

Interest on loans is accrued based upon the principal amount outstanding. The accrual of interest on loans is discontinued when, in management’s judgment, the collectability of interest or principal in the normal course of business is doubtful. The Company complies with regulatory guidance which indicates that loans should be placed in nonaccrual status when 90 days past due, unless the loan is both well-secured and in the process of collection. A loan that is “in the process of collection” may be subject to legal action or, in appropriate circumstances, through other collection efforts

reasonably expected to result in repayment or restoration to current status in the near future. A loan is considered delinquent when a payment has not been made by the contractual due date. Interest income previously accrued but not collected at the date a loan is placed on nonaccrual status is reversed against interest income. Cash receipts on a nonaccrual loan are applied to principal and interest in accordance with its contractual terms unless full payment of principal is not expected, in which case cash receipts, whether designated as principal or interest, are applied as a reduction of the carrying value of the loan. A nonaccrual loan is generally returned to accrual status when principal and interest payments are current, full collectability of principal and interest is reasonably assured, and a consistent record of performance has been demonstrated.

The ACL is a valuation account that is deducted from the loans’ amortized cost basis to present the net amount expected to be collected on the loans, and is established through provision for credit losses charged to current earnings. The ACL is increased by the provision for losses on loans charged to expense and reduced by loans charged off, net of recoveries. Loans are charged off in the period deemed uncollectible, based on management’s analysis of expected cash flows (for non-collateral dependent loans) or collateral value (for collateral-dependent loans). Subsequent recoveries of loans previously charged off, if any, are credited to the allowance when received.

Management estimates the ACL using relevant available information, from internal and external sources, relating to past events, current conditions, and reasonable and supportable forecasts. Adjustments may be made to historical loss information for differences identified in current loan-specific risk characteristics, such as differences in underwriting standards or terms; lending review systems; experience, ability, or depth of lending management and staff; portfolio growth and mix; delinquency levels and trends; as well as for changes in environmental conditions, such as changes in economic activity or employment, agricultural economic conditions, property values, or other relevant factors. The Company generally incorporates a reasonable and supportable forecast period of four quarters, and a four-quarter, straight-line reversion period to return to long-term historical averages.

The ACL is measured on a collective (pool) basis when similar risk characteristics exist. For loans that do not share general risk characteristics with the collectively evaluated pools, the Company estimates credit losses on an individual loan basis, and these loans are excluded from the collectively evaluated pools. An ACL for an individually evaluated loan is recorded when the amortized cost basis of the loan exceeds the discounted estimated cash flows using the loan’s initial effective interest rate or the fair value, less estimated costs to sell, of the collateral for certain collateral dependent loans. For the collectively evaluated pools, the Company segments the loan portfolio primarily by loan purpose and collateral into 24 pools, which are homogeneous groups of loans that possess similar loss potential characteristics. The Company primarily utilizes the discounted cash flow (“DCF”) methodology for measurement of the required ACL. For a limited number of pools with a relatively small balance of unpaid principal balance, the Company utilized the remaining life method. The DCF model implements probability of default (“PD”) and loss given default (“LGD”) calculations at the instrument level. PD and LGD are determined based on a regression analysis and correlation of historical losses with various economic factors over time. In general, the Company’s losses have not correlated well with economic factors, and the Company has utilized peer data where more appropriate. The Company defines a default as an event of charge off, an adverse (substandard or worse) internal credit rating, becoming delinquent 90 days or more, or being placed on nonaccrual status. A PD/LGD estimate is applied to a projected model of the loan’s cashflow,

including principal and interest payments, with consideration for prepayment speeds, principal curtailments, and recovery lag.

Subsequent to the July 1, 2020, adoption of ASU 2016-13, loans acquired in a business combination that have experienced more-than-insignificant deterioration in credit quality since origination are considered purchased credit deteriorated (“PCD”) loans. At the acquisition date, an estimate of expected credit losses is made for groups of PCD loans with similar risk characteristics and individual PCD loans without similar risk characteristics. This initial ACL is allocated to individual PCD loans and added to the purchase price or acquisition date fair values to establish the initial amortized cost basis of the PCD loans. As the initial ACL is added to the purchase price, there is no credit loss expense recognized upon acquisition of a PCD loan. Any difference between the unpaid principal balance of PCD loans and the amortized cost basis is considered to relate to non-credit factors and results in a discount or premium. Discounts and premiums are recognized through interest income on a level-yield method over the life of the loans.

Upon adoption of ASU 2016-13, the amortized cost basis of the PCD assets were adjusted to reflect the addition of $434,000 to the ACL. The remaining noncredit discount, based on the adjusted amortized cost basis, will be accreted into interest income at the effective interest rate as of July 1, 2020.

Loan fees and certain direct loan origination costs are deferred, and the net fee or cost is recognized as an adjustment to interest income using the interest method over the contractual life of the loans.

Off-Balance Sheet Credit Exposures

Off-Balance Sheet Credit Exposures. Off-balance sheet credit instruments include commitments to make loans, and commercial letters of credit, issued to meet customer financing needs. The Company’s exposure to credit loss in the event of non-performance by the other party to the financial instrument for off-balance sheet loan commitments is represented by the contractual amount of those instruments. Such financial instruments are recorded when they are funded. The ACL on off-balance sheet credit exposures is estimated by loan pool on a quarterly basis under the current CECL model using the same methodologies as portfolio loans, taking into consideration the likelihood that funding will occur and is included in other liabilities on the Company’s consolidated balance sheets. The Company records an ACL on off-balance sheet credit exposures, unless the commitments to extend credit are unconditionally cancelable. In prior periods the charge for credit loss expense for off-balance sheet credit exposures was included in other non-interest expense in the Company’s consolidated statements of income, whereas under updated regulatory accounting guidelines, that figure is combined with the provision for credit losses beginning July 1, 2020.

Foreclosed Real Estate

Foreclosed Real Estate. Real estate acquired by foreclosure or by deed in lieu of foreclosure is initially recorded at fair value less estimated selling costs, establishing a new cost basis. Costs for development and improvement of the property are capitalized.

Valuations are periodically performed by management, and an allowance for losses is established by a charge to operations if the carrying value of a property exceeds its estimated fair value, less estimated selling costs.

Loans to facilitate the sale of real estate acquired in foreclosure are discounted if made at less than market rates. Discounts are amortized over the fixed interest period of each loan using the interest method.

Premises and Equipment

Premises and Equipment. Premises and equipment are stated at cost less accumulated depreciation and include expenditures for major betterments and renewals. Maintenance, repairs, and minor renewals are expensed as incurred. When property is retired or sold, the retired asset and related accumulated depreciation are removed from the accounts and the resulting gain or loss taken into income. The Company reviews property and equipment for impairment whenever events or changes in circumstances indicate that the carrying amount of an asset may not be recoverable. If such assets are considered to be impaired, the impairment loss recognized is measured by the amount by which the carrying amount exceeds the fair value of the assets.

Depreciation is computed by use of straight-line method over the estimated useful lives of the assets. Estimated lives are generally seven to forty years for premises, three to seven years for equipment, and three years for software.

Bank Owned Life Insurance

Bank Owned Life Insurance. Bank owned life insurance policies are reflected in the consolidated balance sheets at the estimated cash surrender value. Changes in the cash surrender value of these policies, as well as a portion of the insurance proceeds received, are recorded in noninterest income in the consolidated statements of income.

Goodwill

Goodwill. The Company’s goodwill is evaluated annually for impairment or more frequently if impairment indicators are present. A qualitative assessment is performed to determine whether the existence of events or circumstances leads to a determination that it is more likely than not the fair value is less than the carrying amount, including goodwill. If, based on the evaluation, it is determined to be more likely than not that the fair value is less than the carrying value, then goodwill is tested further for impairment. If the implied fair value of goodwill is lower than its carrying amount, a goodwill impairment is indicated and goodwill is written down to its implied fair value. Subsequent increases in goodwill value are not recognized in the consolidated financial statements. As of June 30, 2023, there was no impairment indicated, based on a qualitative assessment of goodwill, which considered: the market value of the Company’s common stock, concentrations of credit; profitability; nonperforming assets; capital levels; and results of recent regulatory examinations.

Intangible Assets

Intangible Assets. The Company’s intangible assets at June 30, 2023 included gross core deposit intangibles of $39.1 million with $14.0 million accumulated amortization, gross other identifiable intangibles of $6.4 million with accumulated amortization of $3.9 million, and mortgage and SBA servicing rights of $2.9 million. At June 30, 2022, the Company’s intangible assets included gross core deposit intangibles of $17.0 million with $11.5 million accumulated amortization, gross other identifiable intangibles of $3.8 million with accumulated amortization of $3.8 million, and mortgage servicing rights of $2.7 million. The Company’s core deposit intangible assets are being amortized using the straight line method, over periods ranging from five to ten years, with amortization expense expected to be approximately $4.1 million in fiscal 2024, $3.5 million in fiscal 2025, $3.0 million in fiscal 2026, $2.7 million in fiscal 2027, $2.7 million in fiscal 2028, and $11.5 million thereafter. As of June 30, 2023, and June 30, 2022, there was no impairment indicated.

Income Taxes

Income Taxes. The Company accounts for income taxes in accordance with income tax accounting guidance (ASC 740, Income Taxes). The income tax accounting guidance results in two components of income tax expense: current and deferred. Current income tax expense reflects taxes to be paid or refunded for the current period by applying the provisions of the enacted tax law to the taxable income or excess of deductions over revenues. The Company determines deferred income taxes using the liability (or balance sheet) method. Under this method, the net deferred tax asset or liability is based on the tax effects of the differences between the book and tax bases of assets and liabilities, and enacted changes in tax rates and laws are recognized in the period in which they occur.

Deferred income tax expense results from changes in deferred tax assets and liabilities between periods. Deferred tax assets are recognized if it is more likely than not, based on the technical merits, that the tax position will be realized or sustained upon examination. The term more likely than not means a likelihood of more than 50 percent; the terms examined and upon examination also include resolution of the related appeals or litigation processes, if any. A tax position that meets the more-likely-than-not recognition threshold is initially and subsequently measured as the largest amount of tax benefit that has a greater than 50 percent likelihood of being realized upon settlement with a taxing authority that has full knowledge of all relevant information. The determination of whether or not a tax position has met the more-likely-than-not recognition threshold considers the facts, circumstances, and information available at the reporting date and is subject to the management’s judgment. Deferred tax assets are reduced by a valuation allowance if, based on the weight of evidence available, it is more likely than not that some portion or all of a deferred tax asset will not be realized.

The Company recognizes interest and penalties on income taxes as a component of income tax expense.

The Company files consolidated income tax returns with its subsidiaries, the Bank and SB Real Estate Investments, LLC, with a tax year ended June 30. Southern Bank Real Estate Investments, LLC files a separate REIT return for federal tax purposes, and also files state income tax returns with a tax year ended December 31.

Incentive Plans

Incentive Plans. The Company accounts for its Equity Incentive Plan (EIP), and Omnibus Incentive Plan (OIP) in accordance with ASC 718, “Share-Based Payment.” Compensation expense is based on the market price of the Company’s stock on the date the shares are granted and is recorded over the vesting period. The difference between the grant-date fair value and the fair value on the date the shares are considered earned represents a tax benefit to the Company that is recorded as an adjustment to income tax expense.

Non-Employee Directors' Retirement

Non-Employee Directors’ Retirement. The Bank entered into directors’ retirement agreements beginning in April 1994 for non-employee directors and continued to do so for new non-employee directors joining the Bank’s board through December 2014. These directors’ retirement agreements provide that each participating non-employee director (participant) shall receive, upon termination of service on the Board on or after age 60, other than termination for cause, a benefit in equal annual installments over a five year period. The benefit will be based upon the product of the participant’s vesting percentage and the total Board fees paid to the participant during the calendar year preceding termination of service on the Board. The vesting percentage shall be determined based upon the participant’s years of service on the Board.

In the event that the participant dies before collecting any or all of the benefits, the Bank shall pay the participant’s beneficiary. Benefits shall not be payable to anyone other than the beneficiary, and shall terminate on the death of the beneficiary.

Stock Options

Stock Options. Compensation cost is measured based on the grant-date fair value of the equity instruments issued, and recognized over the vesting period during which an employee provides service in exchange for the award.

Earnings Per Share

Earnings Per Share. Basic earnings per share available to common stockholders is computed using the weighted-average number of common shares outstanding. Diluted earnings per share available to common stockholders includes the effect of all weighted-average dilutive potential common shares (stock options and restricted stock grants) outstanding during each period.

Comprehensive Income

Comprehensive Income. Comprehensive income consists of net income and other comprehensive income (loss), net of applicable income taxes. Other comprehensive income (loss) includes unrealized appreciation (depreciation) on available-for-sale securities, unrealized appreciation (depreciation) on available-for-sale securities for which a portion of an other-than-temporary impairment has been recognized in income, and changes in the funded status of defined benefit pension plans.

Transfers Between Fair Value Hierarchy Levels

Transfers Between Fair Value Hierarchy Levels. Transfers in and out of Level 1 (quoted market prices), Level 2 (other significant observable inputs) and Level 3 (significant unobservable inputs) are recognized on the period ending date.

Wealth Management Assets and Fees Wealth Management Assets and Fees. Assets managed in fiduciary or investment management accounts by the Company are not included in the consolidated balance sheets since such items are not assets of the Company or its subsidiaries. Fees from fiduciary or investment management activities are recorded on a cash basis over the period in which the service is provided. Fees are generally a function of the market value of assets managed and administered, the volume of transactions, and fees for other services rendered, as set forth in the agreement between the customer and the Company. This revenue recognition involves the use of estimates and assumptions, including components that are calculated based on asset valuations and transaction volumes. Any out-of-pocket expenses or services not typically covered by the fee schedule for fiduciary activities are charged directly to the account on a gross basis as revenue is incurred. The Southern Wealth Management division held fiduciary assets totaling $102.0 million and $0 as of June 30, 2023 and 2022, respectively, and investment management assets totaling $464.2 million and $252.3 million as of June 30, 2023 and 2022, respectively.
New Accounting Pronouncements

The following paragraphs summarize the impact of new accounting pronouncements:

In June 2016, the FASB issued ASU 2016-13, Financial Instruments – Credit Losses (Topic 326), which the Company adopted July 1, 2020. The Update amended guidance on reporting credit losses for financial assets held at amortized cost basis and available for sale debt securities. For financial assets held at amortized cost basis, Topic 326 eliminated the probable initial recognition threshold in current GAAP and, instead, requires an entity to reflect its current estimate of all expected credit losses. The Update affects loans, debt securities, trade receivables, net investments in leases, off balance sheet credit exposures, and any other financial assets not excluded from the scope that have the contractual right to receive cash. Adoption was applied on a modified retrospective basis, through a cumulative-effect adjustment to retained earnings. Adoption resulted in an increase to the ACL of $8.9 million, related to the transition from the incurred loss model to the CECL ACL model, and an increase of $434,000 related to the transition from PCI to PCD methodology, relative to the ALLL as of June 30, 2020. The Company also recorded an adjustment to the reserve for unfunded commitments recorded in other liabilities of $268,000. The impact at adoption was reflected as an adjustment to beginning retained earnings, net of income taxes, in the amount of $7.2 million. In accordance with the new standard, management did not reassess whether PCI assets met the criteria of PCD assets as of the date of adoption. The adoption of ASU 2016-13 in fiscal 2021 could also impact the Company’s future earnings, perhaps materially.

The following table illustrates the impact of adoption of ASU 2016-13:

July 1, 2020

 

As reported

 

As reported

 

Impact of

 

under

 

prior to

 

adoption

(dollars in thousands)

    

ASU 2016-13

    

ASU 2016-13

    

ASU 2016-13

Loans receivable

$

2,142,363

$

2,141,929

$

434

Allowance for credit losses on loans:

Real Estate Loans:

Residential

 

8,396

 

4,875

 

3,521

Construction

 

1,889

 

2,010

 

(121)

Commercial

 

15,988

 

12,132

 

3,856

Consumer loans

 

2,247

 

1,182

 

1,065

Commercial loans

 

5,952

 

4,940

 

1,012

Total allowance for credit losses on loans

$

34,472

$

25,139

$

9,333

Total allowance for credit losses on off-balance sheet credit exposures

$

2,227

$

1,959

$

268

The above table includes the impact of ASU 2016-13 adoption for PCD assets previously classified as PCI. The change in the ACL includes $434,000 attributable to residential and commercial real estate loans, and the amortized cost basis of loans receivable was increased for those loans by that total amount.

In March 2020, the CARES Act was signed into law, creating a forbearance program for federally backed mortgage loans, protects borrowers from negative credit reporting due to loan accommodations related to the National Emergency, and provides financial institutions the option to temporarily suspend certain requirements under U.S. GAAP related to troubled debt restructurings (TDR) for a limited period of time to account for the effects of COVID-19. The Company elected to not apply ASC Subtopic 310-40 for loans eligible under the CARES Act, based on the modification’s (1) relation to COVID-19, (2) execution for a loan that was not more than 30-days past due as of December 31, 2019, and (3) execution between March 1, 2020, and the earlier of the date that falls 60 days following the termination of the declared National Emergency, or December 31, 2020. The 2021 Consolidated Appropriations Act, signed into law in December 2020, extended the window during which loans could have been modified without classification as TDRs under ASC Subtopic 310-40, to the earlier of January 1, 2022, or 60 days following the termination of the declared National Emergency.

In March 2020, the FASB issued ASU No. 2020-04, “Reference Rate Reform (Topic 848): Facilitation of the Effects of Reference Rate Reform on Financial Reporting (Topic 848)," to provide temporary optional guidance to ease

the potential burden in accounting for reference rate reform. LIBOR and other interbank offered rates have been widely used benchmarks or reference rates in the United States and globally. Trillions of dollars in loans, derivatives, and other financial contracts reference LIBOR, the benchmark interest rate banks use to make short-term loans to each other. With global capital markets expected to move away from LIBOR and other interbank offered rates and move toward rates that are more observable or transaction based and less susceptible to manipulation, the FASB launched a broad project in late 2018 to address potential accounting challenges expected to arise from the transition. The new guidance provides optional expedients and exceptions for applying generally accepted accounting principles to contract modifications and hedging relationships, subject to meeting certain criteria, that reference LIBOR or another reference rate expected to be discontinued. The ASU is intended to help stakeholders during the global market-wide reference rate transition period.

Originally, an entity could apply this ASU as of the beginning of an interim period that includes the March 12, 2020 issuance date of the ASU, through December 31, 2022. With the issuance of ASU 2022-06 - Reference Rate Reform (Topic 848): Deferral of the Sunset Date of Topic 848, the sunset date for adoption of ASU 2020-04 was extended from December 31, 2022 to December 31, 2024. The Company is evaluating the impact of this ASU but does not expect it to have a material impact on the Company’s consolidated financial statements.

In January 2021, the FASB has published ASU 2021-01, “Reference Rate Reform. (Topic 848)”. ASU 2021-01 clarified that certain optional expedients and exceptions in Topic 848 for contract modifications and hedge accounting apply to derivatives that are affected by the discounting transition. The ASU also amended the expedients and exceptions in Topic 848 to capture the incremental consequences of the scope clarification and to tailor the existing guidance to derivative instruments affected by the discounting transition. An entity may elect to apply the amendments in this update on a full retrospective basis as of any date from the beginning of an interim period that includes or is subsequent to March 12, 2020, or on a prospective basis to new modifications from any date within an interim period that includes or is subsequent to the date of the issuance of a final update, up to the date that financial statements are available to be issued. If an entity elects to apply any of the amendments in this update for an eligible hedging relationship, any adjustments as a result of those elections must be reflected as of the date the entity applies the election. Originally, the amendments in this update did not apply to contract modifications made after December 31, 2022, new hedging relationships entered into after December 31, 2022, and existing hedging relationships evaluated for effectiveness in periods after December 31, 2022 except for hedging relationships existing as of December 31, 2022, that apply certain optional expedients in which the accounting effects are recorded through the end of the hedging relationship (including periods after December 31, 2022). With the issuance of ASU 2022-06 Reference Rate Reform (Topic 848): Deferral of the Sunset Date of Topic 848, the sunset date for adoption of ASU 2021-01 was extended from December 31, 2022 to December 31, 2024. The Company is evaluating the impact of this ASU but does not expect it to have a material impact on the Company’s consolidated financial statements.

In March 2022, the FASB issued ASU No. 2022-02, “Financial Instruments – Credit Losses (Topic 326), Troubled Debt Restructurings and Vintage Disclosures.” ASU 2022-02 eliminates the accounting guidance for TDRs in ASC 310-40, “Receivables – Troubled Debt Restructurings by Creditors” for entities that have adopted the CECL model introduced by ASU 2016-13, “Financial Instruments – Credit Losses (Topic 326): Measurement of Credit Losses on Financial Instruments.” ASU 2022-02 also requires that public business entities disclose current-period gross charge offs by year of origination for financing receivables and net investments in leases within the scope of Subtopic 326-20, “Financial Instruments – Credit Losses – Measured at Amortized Cost.” ASU 2022-02 is effective for fiscal years beginning after December 15, 2022, for entities that have adopted the amendments in ASU 2016-13, and the Company does not expect the ASU to have a material impact on its consolidated financial statements.

In March 2023, the FASB issued ASU 2023-02, “Investments - Equity Method and Joint Ventures (Topic 323): Accounting for Investments in Tax Credit Structures Using the Proportional Amortization Method.” This ASU permits reporting entities to elect to account for tax equity investments, regardless of the tax credit program for which the income tax credits are received, using the proportional amortization method if certain conditions are met. Under the proportional amortization method, an entity amortizes the initial cost of the investment in proportion to the income tax credits and other income tax benefits received and recognizes the net amortization and income tax credits and other income tax benefits in the income statement as a component of income tax expense. A reporting entity makes an

accounting policy election to apply the proportional amortization method on a tax-credit-program-by-tax-credit-program basis rather than electing to apply the proportional amortization method at the reporting entity level or to individual investments. This ASU also requires specific disclosures of investments that generate income tax credits and other income tax benefits from a tax credit program for which the entity has elected to apply the proportional amortization method. The ASU is effective for fiscal years beginning after December 15, 2023. The Company does not expect adoption of ASU 2023-02 to have a material impact on its consolidated financial statements.

Significant Estimates

Accounting principles generally accepted in the United States of America require disclosure of certain significant estimates and current vulnerabilities due to certain concentrations. Estimates related to the allowance for loan losses are described in Note 1.

v3.23.2
Organization and Summary of Significant Accounting Policies (Tables)
12 Months Ended
Jun. 30, 2023
Organization and Summary of Significant Accounting Policies  
Schedule of Adoption of ASU 2016-13

July 1, 2020

 

As reported

 

As reported

 

Impact of

 

under

 

prior to

 

adoption

(dollars in thousands)

    

ASU 2016-13

    

ASU 2016-13

    

ASU 2016-13

Loans receivable

$

2,142,363

$

2,141,929

$

434

Allowance for credit losses on loans:

Real Estate Loans:

Residential

 

8,396

 

4,875

 

3,521

Construction

 

1,889

 

2,010

 

(121)

Commercial

 

15,988

 

12,132

 

3,856

Consumer loans

 

2,247

 

1,182

 

1,065

Commercial loans

 

5,952

 

4,940

 

1,012

Total allowance for credit losses on loans

$

34,472

$

25,139

$

9,333

Total allowance for credit losses on off-balance sheet credit exposures

$

2,227

$

1,959

$

268

v3.23.2
Available for Sale Securities (Tables)
12 Months Ended
Jun. 30, 2023
Available for Sale Securities  
Schedule of Available for Sale Securities

June 30, 2023

 

 

Gross

 

Gross

 

Allowance

Estimated

 

Amortized

 

Unrealized

 

Unrealized

 

for

 

Fair

(dollars in thousands)

    

Cost

    

Gains

    

Losses

    

Credit Losses

    

Value

Debt and equity securities:

Obligations of states and political subdivisions

$

45,285

$

20

$

(2,737)

$

$

42,568

Corporate obligations

35,700

19

(3,181)

32,538

Asset backed securities

67,897

1,274

(545)

68,626

Other securities

 

3,587

 

39

 

(56)

 

 

3,570

Total debt and equity securities

152,469

1,352

(6,519)

147,302

Mortgage-backed securities (MBS) and collateralized mortgage obligations (CMOs):

Residential MBS issued by governmental sponsored enterprises (GSEs)

97,612

122

(7,610)

90,124

Commercial MBS issued by GSEs

60,333

11

(6,959)

53,385

CMOs issued by GSEs

135,202

9

(8,468)

126,743

Total MBS and CMOs

 

293,147

 

142

 

(23,037)

 

270,252

Total AFS securities

$

445,616

$

1,494

$

(29,556)

$

$

417,554

June 30, 2022

 

 

Gross

 

Gross

Allowance

Estimated

 

Amortized

 

Unrealized

 

Unrealized

 

for

 

Fair

(dollars in thousands)

    

Cost

    

Gains

    

Losses

    

Credit Losses

    

Value

Debt and equity securities:

Obligations of states and political subdivisions

$

47,383

$

77

$

(2,981)

$

$

44,479

Corporate obligations

20,818

32

(963)

19,887

Other securities

486

 

 

(43)

 

443

Total debt and equity securities

68,687

109

(3,987)

64,809

Mortgage-backed securities (MBS) and collateralized mortgage obligations (CMOs):

Residential MBS issued by governmental sponsored enterprises (GSEs)

76,345

(7,177)

69,168

Commercial MBS issued by GSEs

51,435

(5,705)

45,730

CMOs issued by GSEs

61,293

(5,606)

55,687

Total MBS and CMOs

 

189,073

 

 

(18,488)

 

 

170,585

Total AFS securities

$

257,760

$

109

$

(22,475)

$

$

235,394

Schedule of amortized cost and fair value of available-for-sale securities, by contractual maturity

June 30, 2023

 

Amortized

 

Estimated

(dollars in thousands)

    

Cost

    

Fair Value

Within one year

$

3,233

$

3,221

After one year but less than five years

 

24,395

 

23,380

After five years but less than ten years

 

59,286

 

56,089

After ten years

 

65,555

 

64,612

Total investment securities

 

152,469

 

147,302

MBS and CMOs

 

293,147

 

270,252

Total AFS securities

$

445,616

$

417,554

Available-for-sale Securities, Continuous Unrealized Loss Position, Fair Value

 

Less than 12 months

 

12 months or more

 

Total

 

Unrealized

 

Unrealized

 

Unrealized

(dollars in thousands)

    

Fair Value

    

Losses

    

Fair Value

    

Losses

    

Fair Value

    

Losses

For the year ended June 30, 2023

Obligations of state and political subdivisions

$

11,574

$

184

$

26,763

$

2,553

$

38,337

$

2,737

Corporate obligations

14,709

1,074

13,821

2,107

28,530

3,181

Asset backed securities

22,628

263

698

282

23,326

545

Other securities

1,970

11

350

45

2,320

56

MBS and CMOs

 

87,354

 

1,525

 

145,673

 

21,512

 

233,027

 

23,037

Total AFS securities

$

138,235

$

3,057

$

187,305

$

26,499

$

325,540

$

29,556

 

Less than 12 months

 

12 months or more

 

Total

 

Unrealized

 

Unrealized

 

Unrealized

(dollars in thousands)

    

Fair Value

    

Losses

    

Fair Value

    

Losses

    

Fair Value

    

Losses

For the year ended June 30, 2022

Obligations of state and political subdivisions

$

31,985

$

2,639

$

1,600

$

342

$

33,585

$

2,981

Corporate obligations

10,944

420

6,911

543

17,855

963

Other securities

418

43

418

43

MBS and CMOs

 

137,590

 

12,482

 

29,834

 

6,006

 

167,424

 

18,488

Total AFS securities

$

180,937

$

15,584

$

38,345

$

6,891

$

219,282

$

22,475

v3.23.2
Loans and Allowance for Credit Losses (Tables)
12 Months Ended
Jun. 30, 2023
Loans and Allowance for Credit Losses  
Schedule of classes of loans

(dollars in thousands)

    

June 30, 2023

    

June 30, 2022

Real Estate Loans:

Residential

$

1,133,417

$

904,160

Construction

 

550,052

 

258,072

Commercial

 

1,562,379

 

1,146,673

Consumer loans

 

133,515

 

92,996

Commercial loans

 

599,030

 

441,598

 

3,978,393

 

2,843,499

Loans in process

 

(359,196)

 

(123,656)

Deferred loan fees, net

 

(299)

 

(453)

Allowance for credit losses

 

(47,820)

 

(33,192)

Total loans

$

3,571,078

$

2,686,198

Schedule of PCD loans

(dollars in thousands)

    

January 20, 2023

PCD Loans - Citizens

Purchase price of PCD loans at acquisition

$

27,481

Allowance for credit losses at acquisition

 

(1,121)

Fair value of PCD loans at acquisition

$

26,360

(dollars in thousands)

    

February 25, 2022

PCD Loans - Fortune

Purchase price of PCD loans at acquisition

$

15,055

Allowance for credit losses at acquisition

 

(120)

Fair value of PCD loans at acquisition

$

14,935

Schedule of balance in the allowance for loan losses and the recorded investment in loans based on portfolio segment and impairment methods

(dollars in thousands)

 

Residential

Construction

 

Commercial

 

June 30, 2023

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for credit losses:

Balance, beginning of period

$

8,908

$

2,220

$

16,838

$

710

$

4,516

$

33,192

Initial ACL on PCD loans

96

12

628

164

221

1,121

Provision charged to expense

6,655

432

5,605

334

1,105

14,131

Losses charged off

(19)

(245)

(327)

(82)

(673)

Recoveries

1

12

28

8

49

Balance, end of period

$

15,641

$

2,664

$

22,838

$

909

$

5,768

$

47,820

(dollars in thousands)

 

Residential

Construction

 

Commercial

 

June 30, 2022

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for credit losses:

Balance, beginning of period

$

11,192

$

2,170

$

14,535

$

916

$

4,409

$

33,222

Impact of CECL adoption

23

4

52

41

120

Provision (benefit) charged to expense

(2,238)

46

2,251

(205)

80

(66)

Losses charged off

(72)

(65)

(16)

(153)

Recoveries

3

64

2

69

Balance, end of period

$

8,908

$

2,220

$

16,838

$

710

$

4,516

$

33,192

(dollars in thousands)

 

Residential

Construction

 

Commercial

 

June 30, 2021

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for credit losses:

Balance, beginning of period

$

4,875

$

2,010

$

12,132

$

1,182

$

4,940

$

25,139

Impact of CECL adoption

3,521

(121)

3,856

1,065

1,012

9,333

Provision (benefit) charged to expense

2,973

281

(1,364)

(1,232)

(1,260)

(602)

Losses charged off

(180)

(90)

(146)

(318)

(734)

Recoveries

3

1

47

35

86

Balance, end of period

$

11,192

$

2,170

$

14,535

$

916

$

4,409

$

33,222

Schedule of Allowance for off-balance credit exposure

(dollars in thousands)

 

Residential

Construction

 

Commercial

 

June 30, 2023

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for off-balance sheet credit exposure:

Balance, beginning of period

$

58

$

2,178

$

421

$

61

$

640

$

3,358

Provision charged to expense

13

2,631

54

12

220

2,930

Balance, end of period

$

71

$

4,809

$

475

$

73

$

860

$

6,288

(dollars in thousands)

 

Residential

Construction

 

Commercial

 

June 30, 2022

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for off-balance sheet credit exposure:

Balance, beginning of period

$

37

$

502

$

188

$

218

$

860

$

1,805

Provision (benefit) charged to expense

21

1,676

233

(157)

(220)

1,553

Balance, end of period

$

58

$

2,178

$

421

$

61

$

640

$

3,358

(dollars in thousands)

 

Residential

Construction

 

Commercial

 

June 30, 2021

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for off-balance sheet credit exposure:

Balance, beginning of period

$

19

$

769

$

172

$

153

$

846

$

1,959

Impact of CECL adoption

35

(167)

95

197

108

268

Provision (benefit) charged to expense

(17)

(100)

(79)

(132)

(94)

(422)

Balance, end of period

$

37

$

502

$

188

$

218

$

860

$

1,805

Schedule of credit risk profile of the Company's loan portfolio based on rating category and payment activity

(dollars in thousands)

Revolving

June 30,

    

2023

    

2022

    

2021

    

2020

    

2019

    

Prior

    

loans

    

Total

Residential Real Estate

Pass

$

328,142

$

312,853

$

252,077

$

103,735

$

25,651

$

96,035

$

9,100

$

1,127,593

Watch

 

1,214

 

1,136

 

616

 

108

 

198

 

27

 

5

 

3,304

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

837

 

316

 

510

 

 

 

857

 

 

2,520

Doubtful

 

 

 

 

 

 

 

 

Total Residential Real Estate

$

330,193

$

314,305

$

253,203

$

103,843

$

25,849

$

96,919

$

9,105

$

1,133,417

Construction Real Estate

 

 

 

 

 

 

 

 

Pass

$

124,479

$

50,011

$

10,946

$

3,190

$

$

$

941

$

189,567

Watch

 

280

 

 

 

 

 

 

 

280

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

330

 

679

 

 

 

 

 

 

1,009

Doubtful

 

 

 

 

 

 

 

 

Total Construction Real Estate

$

125,089

$

50,690

$

10,946

$

3,190

$

$

$

941

$

190,856

Commercial Real Estate

 

 

 

 

 

 

 

 

Pass

$

462,643

$

474,140

$

279,921

$

89,272

$

74,653

$

83,871

$

37,443

$

1,501,943

Watch

 

8,122

 

5,382

 

163

 

3,879

 

 

117

 

 

17,663

Special Mention

 

2,940

 

 

 

 

 

 

 

2,940

Substandard

 

7,690

 

26,465

 

2,425

 

288

 

473

 

1,735

 

757

 

39,833

Doubtful

 

 

 

 

 

 

 

 

Total Commercial Real Estate

$

481,395

$

505,987

$

282,509

$

93,439

$

75,126

$

85,723

$

38,200

$

1,562,379

Consumer

 

 

 

 

 

 

 

 

Pass

$

36,003

$

14,530

$

5,446

$

1,692

$

717

$

1,379

$

73,225

$

132,992

Watch

 

71

 

 

62

 

 

 

 

 

133

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

33

 

2

 

1

 

 

 

41

 

313

 

390

Doubtful

 

 

 

 

 

 

 

 

Total Consumer

$

36,107

$

14,532

$

5,509

$

1,692

$

717

$

1,420

$

73,538

$

133,515

Commercial

 

 

 

 

 

 

 

 

Pass

$

138,500

$

83,011

$

71,054

$

10,723

$

6,239

$

10,657

$

272,710

$

592,894

Watch

 

698

 

211

 

91

 

3

 

 

 

2,549

 

3,552

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

860

 

329

 

128

 

184

 

175

 

574

 

334

 

2,584

Doubtful

 

 

 

 

 

 

 

 

Total Commercial

$

140,058

$

83,551

$

71,273

$

10,910

$

6,414

$

11,231

$

275,593

$

599,030

Total Loans

 

 

 

 

 

 

 

 

Pass

$

1,089,767

$

934,545

$

619,444

$

208,612

$

107,260

$

191,942

$

393,419

$

3,544,989

Watch

 

10,385

 

6,729

 

932

 

3,990

 

198

 

144

 

2,554

 

24,932

Special Mention

 

2,940

 

 

 

 

 

 

 

2,940

Substandard

 

9,750

 

27,791

 

3,064

 

472

 

648

 

3,207

 

1,404

 

46,336

Doubtful

 

 

 

 

 

 

 

 

Total

$

1,112,842

$

969,065

$

623,440

$

213,074

$

108,106

$

195,293

$

397,377

$

3,619,197

(dollars in thousands)

Revolving

June 30,

    

2022

    

2021

    

2020

    

2019

    

2018

    

Prior

    

loans

    

Total

Residential Real Estate

Pass

$

380,502

$

295,260

$

118,464

$

19,383

$

22,143

$

58,545

$

6,074

$

900,371

Watch

 

44

 

242

 

1,083

 

56

 

 

30

 

 

1,455

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

266

 

918

 

87

 

440

 

18

 

605

 

 

2,334

Doubtful

 

 

 

 

 

 

 

 

Total Residential Real Estate

$

380,812

$

296,420

$

119,634

$

19,879

$

22,161

$

59,180

$

6,074

$

904,160

Construction Real Estate

 

 

 

 

 

 

 

 

Pass

$

100,114

$

34,082

$

$

$

$

$

220

$

134,416

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

Total Construction Real Estate

$

100,114

$

34,082

$

$

$

$

$

220

$

134,416

Commercial Real Estate

 

 

 

 

 

 

 

 

Pass

$

487,486

$

284,736

$

105,893

$

71,380

$

51,804

$

78,115

$

23,669

$

1,103,083

Watch

 

4,763

 

769

 

1,818

 

 

668

 

2,000

 

548

 

10,566

Special Mention

 

9,297

 

 

 

 

 

 

 

9,297

Substandard

 

22,086

 

481

 

140

 

13

 

22

 

93

 

65

 

22,900

Doubtful

 

827

 

 

 

 

 

 

 

827

Total Commercial Real Estate

$

524,459

$

285,986

$

107,851

$

71,393

$

52,494

$

80,208

$

24,282

$

1,146,673

Consumer

 

 

 

 

 

 

 

 

Pass

$

28,519

$

10,989

$

3,662

$

1,524

$

916

$

676

$

46,521

$

92,807

Watch

 

21

 

71

 

 

 

 

 

 

92

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

23

 

6

 

4

 

 

10

 

31

 

23

 

97

Doubtful

 

 

 

 

 

 

 

 

Total Consumer

$

28,563

$

11,066

$

3,666

$

1,524

$

926

$

707

$

46,544

$

92,996

Commercial

 

 

 

 

 

 

 

 

Pass

$

111,370

$

93,906

$

20,795

$

10,496

$

3,253

$

7,612

$

190,235

$

437,667

Watch

 

1,319

 

194

 

38

 

6

 

 

186

 

1,206

 

2,949

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

295

 

11

 

 

186

 

 

167

 

323

 

982

Doubtful

 

 

 

 

 

 

 

 

Total Commercial

$

112,984

$

94,111

$

20,833

$

10,688

$

3,253

$

7,965

$

191,764

$

441,598

Total Loans

 

 

 

 

 

 

 

 

Pass

$

1,107,991

$

718,973

$

248,814

$

102,783

$

78,116

$

144,948

$

266,719

$

2,668,344

Watch

 

6,147

 

1,276

 

2,939

 

62

 

668

 

2,216

 

1,754

 

15,062

Special Mention

 

9,297

 

 

 

 

 

 

 

9,297

Substandard

 

22,670

 

1,416

 

231

 

639

 

50

 

896

 

411

 

26,313

Doubtful

 

827

 

 

 

 

 

 

 

827

Total

$

1,146,932

$

721,665

$

251,984

$

103,484

$

78,834

$

148,060

$

268,884

$

2,719,843

Schedule of company's loan portfolio aging analysis

Greater Than

Greater Than 90

30-59 Days

60-89 Days

90 Days

Total

Total Loans

Days Past Due

(dollars in thousands)

    

Past Due

    

Past Due

    

Past Due

    

Past Due

    

Current

    

Receivable

    

and Accruing

June 30, 2023

Real Estate Loans:

Residential

$

1,984

$

401

$

483

$

2,868

$

1,130,549

$

1,133,417

$

109

Construction

 

443

 

311

 

698

 

1,452

 

189,404

 

190,856

 

Commercial

 

616

 

1,854

 

1,580

 

4,050

 

1,558,329

 

1,562,379

 

Consumer loans

 

456

 

124

 

212

 

792

 

132,723

 

133,515

 

Commercial loans

 

713

 

77

 

789

 

1,579

 

597,451

 

599,030

 

Total loans

$

4,212

$

2,767

$

3,762

$

10,741

$

3,608,456

$

3,619,197

$

109

Greater Than

Greater Than 90

30-59 Days

60-89 Days

90 Days

Total

Total Loans

Days Past Due

(dollars in thousands)

    

Past Due

    

Past Due

    

Past Due

    

Past Due

    

Current

    

Receivable

    

and Accruing

June 30, 2022

Real Estate Loans:

 

  

 

  

 

  

 

  

 

  

 

  

 

  

Residential

$

1,402

$

$

1,064

$

2,466

$

901,694

$

904,160

$

Construction

 

 

 

 

 

134,416

 

134,416

 

Commercial

 

416

 

615

 

288

 

1,319

 

1,145,354

 

1,146,673

 

Consumer loans

 

340

 

45

 

57

 

442

 

92,554

 

92,996

 

Commercial loans

 

274

 

72

 

13

 

359

 

441,239

 

441,598

 

Total loans

$

2,432

$

732

$

1,422

$

4,586

$

2,715,257

$

2,719,843

$

Schedule of company's collateral dependent loans and related ACL

    

Amortized cost basis of

(dollars in thousands)

loans determined to be

Related allowance

June 30, 2023

collateral dependent

for credit losses

Residential real estate loans

 

  

 

  

1- to 4-family residential loans

 

$

6,376

$

901

Total loans

$

6,376

$

901

    

Amortized cost basis of

(dollars in thousands)

loans determined to be

Related allowance

June 30, 2022

collateral dependent

for credit losses

Residential real estate loans

 

  

 

  

1- to 4-family residential loans

 

$

864

$

193

Total loans

$

864

$

193

Schedule of Company's nonaccrual loans

    

    

(dollars in thousands)

June 30, 2023

June 30, 2022

    

Residential real estate

$

934

$

1,647

Construction real estate

 

698

 

Commercial real estate

 

4,564

 

2,259

Consumer loans

 

256

 

73

Commercial loans

 

1,091

 

139

Total loans

$

7,543

$

4,118

Performing loans classified as TDRs and outstanding , segregated by class

June 30, 2023

June 30, 2022

Number of

Recorded

Number of

Recorded

(dollars in thousands)

    

modifications

    

Investment

    

modifications

    

Investment

Residential real estate

 

10

$

3,438

 

11

$

3,625

Construction real estate

 

 

 

 

Commercial real estate

 

6

 

24,017

 

8

 

25,132

Consumer loans

 

 

 

 

Commercial loans

 

6

 

2,310

 

8

 

1,849

Total

 

22

$

29,765

 

27

$

30,606

Schedule of loans to executive officers, directors, significant shareholders and their affiliates held by the Company

June 30, 

(dollars in thousands)

    

2023

    

2022

Beginning Balance

 

$

10,614

$

10,624

Additions

 

 

6,374

 

6,393

Repayments

 

 

(7,223)

 

(6,403)

Change in related party

 

 

782

 

Ending Balance

 

$

10,547

$

10,614

v3.23.2
Premises and Equipment (Tables)
12 Months Ended
Jun. 30, 2023
Premises and Equipment  
Schedule of summary of premises and equipment

    

    

(dollars in thousands)

    

June 30, 2023

    

June 30, 2022

Land

$

15,415

$

13,532

Buildings and improvements

 

79,661

 

64,730

Construction in progress

 

450

 

142

Furniture, fixtures, equipment and software

 

26,404

 

20,838

Automobiles

 

122

 

120

Operating leases ROU asset

 

6,125

 

3,849

 

128,177

 

103,211

Less accumulated depreciation

 

35,780

 

31,864

$

92,397

$

71,347

Schedule of calculated amount of right of use assets and lease liabilities

    

At or for the Twelve Months Ended

    

June 30, 

(dollars in thousands)

    

2023

    

2022

Consolidated Balance Sheet

 

  

 

  

Operating leases right of use asset

$

6,125

$

3,849

Operating leases liability

$

6,125

$

3,849

Consolidated Statement of Income

 

  

 

  

Operating lease costs classified as occupancy and equipment expense

$

720

$

451

(includes short-term lease costs)

 

  

 

  

Supplemental disclosures of cash flow information

 

  

 

  

Cash paid for amounts included in the measurement of lease liabilities:

 

  

 

  

Operating cash flows from operating leases

$

524

$

382

ROU assets obtained in exchange for operating lease obligations:

$

$

Schedule of Future Minimum Rental Payments for Operating Leases

(dollars in thousands)

    

  

2024

$

721

2025

 

711

2026

 

707

2027

 

694

2028

 

623

Thereafter

 

7,359

Future lease payments expected

$

10,815

v3.23.2
Deposits (Tables)
12 Months Ended
Jun. 30, 2023
Deposits  
Schedule of deposits

    

(dollars in thousands)

    

June 30, 2023

    

June 30, 2022

    

Non-interest bearing accounts

$

597,600

$

426,929

NOW accounts

 

1,328,423

 

1,171,620

Money market deposit accounts

 

452,728

 

303,612

Savings accounts

 

282,753

 

274,283

TOTAL NON-MATURITY DEPOSITS

2,661,504

2,176,444

Certificates

0.00-0.99%

92,533

408,479

1.00-1.99%

109,564

171,997

2.00-2.99%

186,538

51,692

3.00-3.99%

109,780

6,298

4.00-4.99%

472,546

165

5.00-5.99%

93,057

6.00% and above

18

TOTAL CERTIFICATES

1,064,036

638,631

TOTAL DEPOSITS

$

3,725,540

$

2,815,075

Schedule of Certificate maturities

(dollars in thousands)

    

July 1, 2023 to June 30, 2024

$

690,500

July 1, 2024 to June 30, 2025

208,578

July 1, 2025 to June 30, 2026

69,336

July 1, 2026 to June 30, 2027

49,439

July 1, 2027 to June 30, 2028

46,083

Thereafter

100

TOTAL

$

1,064,036

v3.23.2
Advances from Federal Home Loan Bank (Tables)
12 Months Ended
Jun. 30, 2023
Advances from Federal Home Loan Bank  
Schedule of Advances from Federal Home Loan Bank

Interest

June 30, 

 

Maturity

Rate

2023

2022

 

(dollars in thousands)

08/15/22

1.89

%  

$

$

3,000

11/16/22

0.51

%  

1,994

03/06/23

0.99

%  

3,000

07/24/23

0.59

%  

998

987

11/15/23

0.57

%  

993

980

03/06/24

0.95

%  

3,000

3,000

03/28/24

2.56

%  

8,000

8,000

07/24/24

0.66

%  

1,966

1,940

08/13/24

1.88

%  

3,000

3,000

02/21/25

1.53

%  

5,000

03/06/25

1.01

%  

3,000

3,000

07/15/25

0.77

%  

1,939

1,913

07/22/26

1.10

%  

1,929

1,909

12/14/26

2.65

%  

189

234

04/20/26

4.39

%  

5,000

06/22/26

4.55

%  

5,000

06/26/26

4.49

%  

5,000

04/12/27

4.04

%  

5,000

04/27/27

4.07

%  

5,000

05/03/27

3.95

%  

5,000

05/12/27

3.86

%  

5,000

06/22/27

4.38

%  

5,000

06/25/27

4.34

%  

5,000

03/23/28

3.85

%  

10,000

03/24/28

3.93

%  

10,000

06/22/28

4.21

%  

5,000

06/26/28

4.18

%  

5,000

Overnight

5.35

%  

33,500

TOTAL

$

133,514

$

37,957

Weighted-average rate

3.95

%

1.47

%

Schedule of Principal Maturities of Federal Home Loan Bank

June 30, 2023

FHLB Advance Maturities

    

(dollars in thousands)

July 1, 2023 to June 30, 2024

$

46,491

July 1, 2024 to June 30, 2025

7,966

July 1, 2025 to June 30, 2026

1,939

July 1, 2026 to June 30, 2027

47,118

July 1, 2027 to June 30, 2028

30,000

TOTAL

$

133,514

v3.23.2
Employee Benefits (Tables)
12 Months Ended
Jun. 30, 2023
Employee Benefits  
Schedule of changes in options outstanding under the 2003 Plan and the 2017 Plan

2023

2022

2021

Weighted

Weighted

Weighted

Average

Average

Average

Price

Number

Price

Number

Price

Number

Outstanding at beginning of year

$

36.56

104,000

$

33.77

89,500

$

33.22

60,500

Granted

38.58

44,000

53.82

14,500

34.91

29,000

Exercised

Forfeited

 

 

 

Outstanding at year-end

$

39.63

148,000

$

36.56

104,000

$

33.77

89,500

Options exercisable at year-end

$

33.89

63,700

$

31.92

44,900

$

29.79

29,000

Schedule of values of options granted

2023

2022

2021

Assumptions:

Expected dividend yield

1.79

%

1.49

%

1.83

%

Expected volatility

 

29.67

%

28.02

%

27.72

%

Risk-free interest rate

3.79

%

1.82

%

1.14

%

Weighted-average expected life (years)

10.00

10.00

10.00

Weighted-average fair value of options granted during the year

$

16.68

$

16.38

$

9.19

Schedule of stock options under the 2003 Plan and 2017 Plan

Weighted

Options Outstanding

Options Exercisable

Average

Weighted

Weighted

Remaining

Average

Average

Contractual

Number

Exercise

Number

Exercise

Life

Outstanding

Price

Exercisable

Price

14 mo.

10,000

$

17.55

10,000

$

17.55

55 mo.

13,500

37.31

13,500

37.31

66 mo.

17,500

34.35

14,000

34.35

80 mo.

19,500

37.40

11,700

37.40

91 mo.

29,000

34.91

11,600

34.91

103 mo.

14,500

53.82

2,900

53.82

109 mo.

7,500

46.59

46.59

116 mo.

36,500

46.94

46.94

v3.23.2
Income Taxes (Tables)
12 Months Ended
Jun. 30, 2023
Income Taxes  
Schedule of components of net deferred tax assets

(dollars in thousands)

    

June 30, 2023

    

June 30, 2022

Deferred tax assets:

 

  

 

  

Provision for losses on loans

$

12,101

$

7,761

Accrued compensation and benefits

 

974

 

828

NOL carry forwards acquired

 

709

 

57

Low income tax credit carry forward

 

1,192

 

Unrealized loss on other real estate

 

818

 

72

Unrealized loss on available for sale securities

6,174

4,921

Total deferred tax assets

 

21,968

 

13,639

Deferred tax liabilities:

 

 

Purchase accounting adjustments

 

2,348

 

224

Depreciation

 

4,276

 

1,974

FHLB stock dividends

 

120

 

120

Prepaid expenses

 

728

 

415

Other

 

1,636

 

181

Total deferred tax liabilities

 

9,108

 

2,914

Net deferred tax asset

$

12,860

$

10,725

Schedule of reconciliation of income tax expense at the statutory rate

For the year ended June 30

(dollars in thousands)

2023

2022

2021

Tax at statutory rate

$

10,387

$

12,580

$

12,538

Increase (reduction) in taxes resulting from:

 

 

 

Nontaxable municipal income

 

(327)

 

(349)

 

(453)

State tax, net of Federal benefit

 

46

 

812

 

1,018

Cash surrender value of Bank-owned life insurance

 

(318)

 

(245)

 

(378)

Tax credit benefits

 

(19)

 

(45)

 

(11)

Other, net

 

457

 

(18)

 

(189)

Actual provision

$

10,226

$

12,735

$

12,525

v3.23.2
Accumulated Other Comprehensive Income (AOCI) (Tables)
12 Months Ended
Jun. 30, 2023
Accumulated Other Comprehensive Income (AOCI)  
Schedule of components of AOCI

June 30, 

(dollars in thousands)

    

2023

    

2022

Net unrealized loss on securities available-for-sale

$

(28,062)

$

(22,366)

Net unrealized gain on securities available-for-sale securities for which a portion of an other-than-temporary impairment has been recognized in income

(1)

(1)

Unrealized gain from defined benefit pension plan

(32)

(37)

(28,095)

(22,404)

Tax effect

6,170

4,917

Net of tax amount

$

(21,925)

$

(17,487)

Schedule of reclassified from AOCI

Amounts Reclassified From AOCI

(dollars in thousands)

Affected Line Item in the Condensed

    

2023

    

2022

    

Consolidated Statements of Income

Amortization of defined benefit pension items

$

5

$

(11)

Compensation and benefits (included in computation of net periodic pension costs)

Total reclassified amount before tax

5

(11)

Tax benefit

1

(2)

Provision for income tax

Total reclassification out of AOCI

$

4

$

(9)

Net Income

v3.23.2
Stockholders' Equity and Regulatory Capital (Tables)
12 Months Ended
Jun. 30, 2023
Stockholders' Equity and Regulatory Capital  
Schedule of company and Bank's actual and required regulatory capital

To Be Well Capitalized Under

Prompt Corrective Action

Actual

For Capital Adequacy Purposes

Provisions

As of June 30, 2023

Amount

    

Ratio

Amount

    

Ratio

Amount

    

Ratio

(dollars in thousands)

Total Capital (to Risk-Weighted Assets)

Consolidated

   

$

481,236

 

12.52

%

   

$

307,528

 

8.00

%

   

$

n/a

 

n/a

Southern Bank

454,699

11.77

%

308,932

8.00

%

386,166

10.00

%

Tier I Capital (to Risk-Weighted Assets)

Consolidated

426,644

11.10

%

230,646

6.00

%

n/a

n/a

Southern Bank

407,764

10.56

%

231,699

6.00

%

308,932

8.00

%

Tier I Capital (to Average Assets)

Consolidated

426,644

9.95

%

171,470

4.00

%

n/a

n/a

Southern Bank

407,764

9.54

%

170,942

4.00

%

213,677

5.00

%

Common Equity Tier I Capital (to Risk-Weighted Assets)

Consolidated

411,196

10.70

%

172,985

4.50

%

n/a

n/a

Southern Bank

407,764

10.56

%

173,774

4.50

%

251,008

6.50

%

To Be Well Capitalized Under

Prompt Corrective Action

Actual

For Capital Adequacy Purposes

Provisions

As of June 30, 2022

Amount

    

Ratio

Amount

    

Ratio

Amount

    

Ratio

(dollars in thousands)

Total Capital (to Risk-Weighted Assets)

Consolidated

   

$

370,013

 

13.42

%

   

$

220,558

 

8.00

%

   

$

n/a

 

n/a

 

Southern Bank

352,169

12.90

%

218,397

8.00

%

272,996

10.00

%

Tier I Capital (to Risk-Weighted Assets)

Consolidated

335,316

12.16

%

165,418

6.00

%

n/a

n/a

Southern Bank

325,183

11.91

%

163,797

6.00

%

218,397

8.00

%

Tier I Capital (to Average Assets)

Consolidated

335,316

10.41

%

128,822

4.00

%

n/a

n/a

Southern Bank

325,183

10.22

%

127,333

4.00

%

159,167

5.00

%

Common Equity Tier I Capital (to Risk-Weighted Assets)

Consolidated

319,971

11.61

%

124,064

4.50

%

n/a

n/a

Southern Bank

325,183

11.91

%

122,848

4.50

%

177,447

6.50

%

v3.23.2
Earnings Per Share (Tables)
12 Months Ended
Jun. 30, 2023
Earnings Per Share  
Schedule of Earnings Per Share, Basic and Diluted

June 30, 

(dollars in thousands except per share data)

2023

2022

2021

Net income

$

39,237

$

47,169

$

47,180

Less: distributed earnings allocated to participating securities

 

(42)

 

(30)

 

(18)

Less: undistributed earnings allocated to participating securities

 

(150)

 

(165)

 

(135)

Net income available to common shareholders

39,045

46,974

47,027

Denominator for basic earnings per share -

Weighted-average shares outstanding

 

10,124,766

 

8,994,022

 

9,007,814

Effect of dilutive securities stock options or awards

 

17,033

 

17,122

 

2,923

Denominator for diluted earnings per share

10,141,799

9,011,144

9,010,737

Basic earnings per share available to common stockholders

$

3.86

$

5.22

$

5.22

Diluted earnings per share available to common stockholders

$

3.85

$

5.21

$

5.22

v3.23.2
Business Combinations (Tables)
12 Months Ended
Jun. 30, 2023
Citizens  
Schedule of Purchase price

Citizens Bancshares Company

Fair Value of Consideration Transferred

(dollars in thousands)

Cash

$

34,889

Common stock, at fair value

98,280

Total consideration

$

133,169

    

Recognized amounts of identifiable assets acquired and liabilities assumed

 

 

Cash and cash equivalents

$

243,225

Investment securities

 

226,451

Loans

 

447,388

Premises and equipment

 

23,430

BOLI

 

21,733

Identifiable intangible assets

 

24,645

Miscellaneous other assets

 

9,366

 

Deposits

 

(851,140)

Securities sold under agreements to repurchase

 

(27,629)

Miscellaneous other liabilities

(7,784)

Total identifiable net assets

109,685

Goodwill

$

23,484

Schedule of unaudited pro forma

    

Pro Forma

For the twelve months ended

June 30,

(dollars in thousands)

2023

2022

Revenue

$

183,878

$

166,101

Earnings

$

51,156

$

56,856

Fortune  
Schedule of Purchase price

Fortune Financial Corporation

Fair Value of Consideration Transferred

(dollars in thousands)

Cash

$

12,664

Common stock, at fair value

22,884

Total consideration

$

35,548

    

Recognized amounts of identifiable assets acquired and liabilities assumed

 

 

Cash and cash equivalents

$

34,280

Interest bearing time deposits

 

2,300

Loans

 

202,053

Premises and equipment

 

7,690

BOLI

 

3,720

Identifiable intangible assets

 

1,602

Miscellaneous other assets

 

3,512

 

Deposits

 

(213,670)

FHLB Advances

 

(9,681)

Subordinated debt

 

(7,800)

Miscellaneous other liabilities

(1,214)

Total identifiable net assets

22,792

Goodwill

$

12,756

First National Bank, Cairo  
Schedule of Purchase price

First National Bank - Cairo Branch

Fair Value of Consideration Transferred

(dollars in thousands)

Cash received

$

(26,932)

    

Recognized amounts of identifiable assets acquired and liabilities assumed

 

 

Cash and cash equivalents

$

220

Loans

 

408

Premises and equipment

 

468

Identifiable intangible assets

 

168

Miscellaneous other assets

 

1

 

Deposits

 

(28,540)

Miscellaneous other liabilities

(99)

Total identifiable net liabilities

(27,374)

Goodwill

$

442

v3.23.2
Fair Value Measurements (Tables)
12 Months Ended
Jun. 30, 2023
Fair Value Measurements  
Fair Value, Assets Measured on Recurring Basis

Fair Value Measurements at June 30, 2023, Using:

Quoted Prices in

Active Markets for

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Obligations of state and political subdivisions

$

42,568

$

$

42,568

$

Corporate obligations

32,538

32,538

Asset backed securities

68,626

68,626

Other securities

 

3,570

 

 

3,570

 

MBS and CMOs

 

270,252

 

 

270,252

 

Fair Value Measurements at June 30, 2022, Using:

Quoted Prices in

Active Markets for 

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Obligations of state and political subdivisions

$

44,479

$

$

44,479

$

Corporate obligations

19,887

19,887

Other securities

 

443

 

 

443

 

MBS and CMOs

 

170,585

 

 

170,585

 

Fair Value Measurements, Nonrecurring

Fair Value Measurements at June 30, 2023, Using:

Quoted Prices in

Active Markets for

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Foreclosed and repossessed assets held for sale

$

1,472

$

$

$

1,472

Fair Value Measurements at June 30, 2022, Using:

Quoted Prices in

Active Markets for

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Foreclosed and repossessed assets held for sale

$

$

$

$

Losses Recognized on Assets Measured on a Nonrecurring Basis

(dollars in thousands)

2023

2022

Foreclosed and repossessed assets held for sale

$

60

$

(503)

Total gains (losses) on assets measured on a non-recurring basis

$

60

$

(503)

Fair Value Option, Disclosures

    

    

    

    

Range

    

 

Fair value at

Valuation

Unobservable

of

Weighted-average

 

(dollars in thousands)

June 30, 2023

technique

inputs

inputs applied

inputs applied

 

Nonrecurring Measurements

 

  

 

  

 

  

 

  

 

  

Foreclosed and repossessed assets

$

1,472

 

Third party appraisal

 

Marketability discount

 

14.9 - 14.9

%  

14.9

%

Schedule of Financial Instruments

June 30, 2023

Quoted Prices

in Active

Significant

Markets for

Significant Other

Unobservable

Carrying

Identical Assets

Observable Inputs

Inputs

(dollars in thousands)

    

Amount

    

(Level 1)

    

(Level 2)

    

(Level 3)

Financial assets

 

  

 

  

 

  

 

  

Cash and cash equivalents

$

53,979

$

53,979

$

$

Interest-bearing time deposits

 

1,242

 

 

1,242

 

Stock in FHLB

 

11,540

 

 

11,540

 

Stock in Federal Reserve Bank of St. Louis

 

9,061

 

 

9,061

 

Loans receivable, net

 

3,571,078

 

 

 

3,393,791

Accrued interest receivable

 

18,871

 

 

18,871

 

Financial liabilities

 

 

 

 

Deposits

 

3,725,540

 

2,661,479

 

 

1,053,650

Advances from FHLB

 

133,514

 

 

131,821

 

Accrued interest payable

 

4,723

 

 

4,723

 

Subordinated debt

 

23,105

 

 

 

20,318

Unrecognized financial instruments (net of contract amount)

 

 

 

 

Commitments to originate loans

 

 

 

 

Letters of credit

 

 

 

 

Lines of credit

 

 

 

 

June 30, 2022

Quoted Prices

in Active

Significant

Markets for

Significant Other

Unobservable

Carrying

Identical Assets

Observable Inputs

Inputs

(dollars in thousands)

    

Amount

    

(Level 1)

    

(Level 2)

    

(Level 3)

Financial assets

 

  

 

  

 

  

 

  

Cash and cash equivalents

$

86,792

$

86,792

$

$

Interest-bearing time deposits

 

4,768

 

 

4,768

 

Stock in FHLB

 

5,893

 

 

5,893

 

Stock in Federal Reserve Bank of St. Louis

 

5,790

 

 

5,790

 

Loans receivable, net

 

2,686,198

 

 

 

2,655,882

Accrued interest receivable

 

11,052

 

 

11,052

 

Financial liabilities

 

Deposits

 

2,815,075

 

2,176,444

 

 

637,163

Securities sold under agreements to repurchase

 

 

 

 

Advances from FHLB

 

37,957

 

 

35,916

 

Note payable

 

 

 

 

Accrued interest payable

801

 

 

801

 

Subordinated debt

23,055

 

 

 

22,070

Unrecognized financial instruments (net of contract amount)

 

Commitments to originate loans

 

 

 

 

Letters of credit

 

 

 

 

Lines of credit

 

 

 

 

v3.23.2
Condensed Parent Company Only Financial Statements (Tables)
12 Months Ended
Jun. 30, 2023
Condensed Parent Company Only Financial Statements  
Parent Company Condensed Balance Sheets

June 30, 

(dollars in thousands)

2023

    

2022

Condensed Balance Sheets

Assets

  

 

  

Cash and cash equivalents

$

13,442

$

8,964

Other assets

52,178

28,691

Investment in common stock of Bank

404,247

306,549

TOTAL ASSETS

$

469,867

$

344,204

Liabilities and Stockholders' Equity

  

  

Accrued expenses and other liabilities

$

704

$

377

Subordinated debt

23,105

23,055

TOTAL LIABILITIES

23,809

23,432

Stockholders' equity

446,058

320,772

TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY

$

469,867

$

344,204

Parent Company Condensed Statements of Income

Year ended June 30, 

(dollars in thousands)

2023

2022

    

2021

Condensed Statements of Income

Interest income

$

32

$

14

$

13

Interest expense

 

1,439

686

534

Net interest expense

 

(1,407)

(672)

(521)

Dividends from Bank

48,000

31,000

12,000

Operating expenses

3,041

1,124

599

Income before income taxes and equity in undistributed income of the Bank

43,552

29,204

10,880

Income tax benefit

552

321

235

Income before equity in undistributed income of the Bank

44,104

29,525

11,115

Equity in undistributed income of the Bank

(4,867)

17,644

36,065

NET INCOME

$

39,237

$

47,169

$

47,180

COMPREHENSIVE INCOME

$

34,799

$

26,800

$

45,615

Parent Company Condensed Statements of Cash Flows

Year ended June 30, 

(dollars in thousands)

    

2023

    

2022

    

2021

Condensed Statements of Cash Flow

Cash Flows from operating activities:

Net income

$

39,237

$

47,169

$

47,180

Changes in:

 

Equity in undistributed income of the Bank

 

4,867

(17,644)

(36,065)

Other adjustments, net

388

(698)

(559)

NET CASH PROVIDED BY OPERATING ACTIVITES

44,492

28,827

10,556

Investments in Bank subsidiaries

(31,382)

(8,024)

NET CASH USED IN INVESTING ACTIVITIES

(31,382)

(8,024)

Cash flows from financing activities:

Dividends on common stock

(8,632)

(7,194)

(5,598)

Payments to acquire treasury stock

(5,838)

(8,341)

NET CASH USED IN FINANCING ACTIVITIES

(8,632)

(13,032)

(13,939)

Net increase (decrease) in cash and cash equivalents

4,478

7,771

(3,383)

Cash and cash equivalents at beginning of year

8,964

1,193

4,576

CASH AND CASH EQUIVALENTS AT END OF YEAR

$

13,442

$

8,964

$

1,193

v3.23.2
Quarterly Financial Data (Unaudited) (Tables)
12 Months Ended
Jun. 30, 2023
Quarterly Financial Data (Unaudited)  
Schedule of Quarterly Financial Information

Quarterly operating data is summarized as follows (in thousands):

June 30, 2023

    

First

    

Second

    

Third

    

Fourth

(dollars in thousands)

Quarter

Quarter

Quarter

Quarter

Interest income

$

34,996

$

38,851

$

48,286

$

54,283

Interest expense

 

6,487

 

10,600

 

14,519

 

18,065

 

Net interest income

 

28,509

 

28,251

 

33,767

 

36,218

 

Provision for credit losses

 

5,056

 

1,138

 

10,072

 

795

Noninterest income

5,513

5,456

6,284

8,951

Noninterest expense

16,920

17,638

26,992

24,875

Income before income taxes

 

12,046

 

14,931

 

2,987

 

19,499

Income tax expense

 

2,442

 

3,267

 

578

 

3,939

NET INCOME

$

9,604

$

11,664

$

2,409

$

15,560

Basic earnings per share

$

1.04

$

1.26

$

0.22

$

1.37

Diluted earnings per share

$

1.04

$

1.26

$

0.22

$

1.37

June 30, 2022

    

First

    

Second

    

Third

    

Fourth

(dollars in thousands)

Quarter

Quarter

Quarter

Quarter

Interest income

$

28,860

$

28,096

$

28,339

$

31,572

Interest expense

 

3,223

 

3,038

 

3,225

 

3,814

 

Net interest income

 

25,637

 

25,058

 

25,114

 

27,758

 

Provision for loan losses

 

(305)

 

 

1,552

 

240

Noninterest income

4,515

5,285

4,904

6,499

Noninterest expense

14,221

15,070

16,757

17,331

Income before income taxes

 

16,236

 

15,273

 

11,709

 

16,686

Income tax expense

 

3,487

 

3,288

 

2,358

 

3,602

NET INCOME

$

12,749

$

11,985

$

9,351

$

13,084

Basic earnings per share

$

1.43

$

1.35

$

1.03

$

1.41

Diluted earnings per share

$

1.43

$

1.34

$

1.03

$

1.41

June 30, 2021

    

First

    

Second

    

Third

    

Fourth

(dollars in thousands)

Quarter

Quarter

Quarter

Quarter

Interest income

$

26,972

$

27,871

$

27,100

$

27,532

Interest expense

 

4,908

 

4,344

 

3,951

 

3,586

 

Net interest income

 

22,064

 

23,527

 

23,149

 

23,946

 

Provision for loan losses

 

1,000

 

1,000

 

(409)

 

(2,615)

Noninterest income

4,941

5,720

4,524

4,857

Noninterest expense

13,272

13,046

13,528

14,201

Income before income taxes

 

12,733

 

15,201

 

14,554

 

17,217

Income tax expense

 

2,747

 

3,153

 

3,096

 

3,529

NET INCOME

$

9,986

$

12,048

$

11,458

$

13,688

Basic earnings per share

$

1.09

$

1.33

$

1.27

$

1.53

Diluted earnings per share

$

1.09

$

1.32

$

1.27

$

1.53

v3.23.2
Organization and Summary of Significant Accounting Policies - Organization (Details)
$ in Billions
Jun. 30, 2023
USD ($)
Organization and Summary of Significant Accounting Policies  
Assets of the REIT $ 1.4
v3.23.2
Organization and Summary of Significant Accounting Policies - Cash and Cash Equivalents (Details) - USD ($)
$ in Millions
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Cash and Cash Equivalents [Line Items]    
Term of interest bearing deposits 3 years  
Interest-bearing deposits in other depository institutions    
Cash and Cash Equivalents [Line Items]    
Cash $ 3.8 $ 47.3
Deposits are held in various commercial banks    
Cash and Cash Equivalents [Line Items]    
Cash $ 1.3 $ 5.8
v3.23.2
Organization and Summary of Significant Accounting Policies - Loans (Details)
12 Months Ended
Jul. 01, 2020
USD ($)
Jun. 30, 2023
item
Jun. 30, 2020
USD ($)
Number of loan portfolio pools | item   24  
Impact of adoption ASU 2016-13      
Increase to ACL     $ 8,900,000
Impact of adoption ASU 2016-13 | Purchased credit deteriorated ("PCD") loans      
Increase to ACL $ 434,000    
v3.23.2
Organization and Summary of Significant Accounting Policies - Premises and Equipment (Details)
Jun. 30, 2023
Software  
Property, Plant and Equipment [Line Items]  
Estimated lives (in years) 3 years
Minimum | Premises  
Property, Plant and Equipment [Line Items]  
Estimated lives (in years) 7 years
Minimum | Equipment  
Property, Plant and Equipment [Line Items]  
Estimated lives (in years) 3 years
Maximum | Premises  
Property, Plant and Equipment [Line Items]  
Estimated lives (in years) 40 years
Maximum | Equipment  
Property, Plant and Equipment [Line Items]  
Estimated lives (in years) 7 years
v3.23.2
Organization and Summary of Significant Accounting Policies - Goodwill and Intangible Assets (Details) - USD ($)
$ in Millions
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Finite-Lived Intangible Assets [Line Items]    
Impairment loss on goodwill $ 0.0  
Core deposit intangible assets, amortization method using the straight line method  
Impairment of intangible assets $ 0.0 $ 0.0
Core Deposits    
Finite-Lived Intangible Assets [Line Items]    
Intangible assets, gross 39.1 17.0
Intangibles assets, accumulated amortization 14.0 11.5
2024 4.1  
2025 3.5  
2026 3.0  
2027 2.7  
2028 2.7  
Thereafter 11.5  
Other identifiable intangibles    
Finite-Lived Intangible Assets [Line Items]    
Intangible assets, gross 6.4 3.8
Intangibles assets, accumulated amortization 3.9 3.8
Mortgage and SBA servicing rights    
Finite-Lived Intangible Assets [Line Items]    
Intangible assets, net $ 2.9 $ 2.7
Minimum | Core Deposits    
Finite-Lived Intangible Assets [Line Items]    
Intangible assets, amortization period 5 years  
Maximum | Core Deposits    
Finite-Lived Intangible Assets [Line Items]    
Intangible assets, amortization period 10 years  
v3.23.2
Organization and Summary of Significant Accounting Policies - Non-Employee Directors' Retirement (Details)
12 Months Ended
Jun. 30, 2023
Organization and Summary of Significant Accounting Policies  
Vesting period 5 years
v3.23.2
Organization and Summary of Significant Accounting Policies - Wealth Management Assets and Fees (Details) - USD ($)
$ in Millions
Jun. 30, 2023
Jun. 30, 2022
Organization and Summary of Significant Accounting Policies    
Fiduciary assets $ 102.0 $ 0.0
Investment management assets $ 464.2 $ 252.3
v3.23.2
Organization and Summary of Significant Accounting Policies - New Accounting Pronouncements (Details) - USD ($)
12 Months Ended
Jul. 01, 2020
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Jun. 30, 2020
Allowance for credit losses for purchased credit deteriorated (PCD)   $ 17,100,000 $ 1,500,000 $ 1,000,000.0  
Loans receivable   3,571,078,000 2,686,198,000    
Total allowance for credit losses on loans   47,820,000 33,192,000 33,222,000  
Total allowance for credit losses on loans         $ 25,139,000
Total allowance for credit losses on off-balance sheet credit exposures   6,288,000 3,358,000 1,805,000 1,959,000
Accounting Standards Update 2016-13          
Loans receivable         2,141,929,000
Total allowance for credit losses on loans         25,139,000
Total allowance for credit losses on off-balance sheet credit exposures         1,959,000
As reported under ASU 2016-13          
Adjustment to the reserve for unfunded commitments         268,000
Retained earnings $ 7,200,000        
As reported under ASU 2016-13 | Accounting Standards Update 2016-13          
Loans receivable 2,142,363,000        
Total allowance for credit losses on loans 34,472,000        
Total allowance for credit losses on off-balance sheet credit exposures 2,227,000        
Impact of adoption ASU 2016-13          
Increase to ACL         8,900,000
Allowance for credit losses for purchased credit deteriorated (PCD)     1,121,000   434,000
Impact of adoption ASU 2016-13 | Accounting Standards Update 2016-13          
Loans receivable 434,000        
Total allowance for credit losses on loans 9,333,000     9,333,000  
Total allowance for credit losses on off-balance sheet credit exposures 268,000     268,000  
Impact of adoption ASU 2016-13 | Purchased credit deteriorated ("PCD") loans          
Increase to ACL 434,000        
Residential and commercial real estate loans | Purchased credit deteriorated ("PCD") loans          
Loans receivable 434,000        
Residential Real Estate          
Total allowance for credit losses on loans   15,641,000 8,908,000 11,192,000  
Total allowance for credit losses on loans         4,875,000
Total allowance for credit losses on off-balance sheet credit exposures   71,000 58,000 37,000 19,000
Residential Real Estate | Accounting Standards Update 2016-13          
Total allowance for credit losses on loans         4,875,000
Residential Real Estate | As reported under ASU 2016-13 | Accounting Standards Update 2016-13          
Total allowance for credit losses on loans 8,396,000        
Residential Real Estate | Impact of adoption ASU 2016-13          
Allowance for credit losses for purchased credit deteriorated (PCD)     96,000    
Residential Real Estate | Impact of adoption ASU 2016-13 | Accounting Standards Update 2016-13          
Total allowance for credit losses on loans 3,521,000     3,521,000  
Total allowance for credit losses on off-balance sheet credit exposures       35,000  
Construction Real Estate          
Total allowance for credit losses on loans   2,664,000 2,220,000 2,170,000  
Total allowance for credit losses on loans         2,010,000
Total allowance for credit losses on off-balance sheet credit exposures   4,809,000 2,178,000 502,000 769,000
Construction Real Estate | Accounting Standards Update 2016-13          
Total allowance for credit losses on loans         2,010,000
Construction Real Estate | As reported under ASU 2016-13 | Accounting Standards Update 2016-13          
Total allowance for credit losses on loans 1,889,000        
Construction Real Estate | Impact of adoption ASU 2016-13          
Allowance for credit losses for purchased credit deteriorated (PCD)     12,000    
Construction Real Estate | Impact of adoption ASU 2016-13 | Accounting Standards Update 2016-13          
Total allowance for credit losses on loans (121,000)     (121,000)  
Total allowance for credit losses on off-balance sheet credit exposures       (167,000)  
Commercial Real Estate          
Total allowance for credit losses on loans   22,838,000 16,838,000 14,535,000  
Total allowance for credit losses on loans         12,132,000
Total allowance for credit losses on off-balance sheet credit exposures   475,000 421,000 188,000 172,000
Commercial Real Estate | Accounting Standards Update 2016-13          
Total allowance for credit losses on loans         12,132,000
Commercial Real Estate | As reported under ASU 2016-13 | Accounting Standards Update 2016-13          
Total allowance for credit losses on loans 15,988,000        
Commercial Real Estate | Impact of adoption ASU 2016-13          
Allowance for credit losses for purchased credit deteriorated (PCD)     628,000    
Commercial Real Estate | Impact of adoption ASU 2016-13 | Accounting Standards Update 2016-13          
Total allowance for credit losses on loans 3,856,000     3,856,000  
Total allowance for credit losses on off-balance sheet credit exposures       95,000  
Consumer loans          
Total allowance for credit losses on loans   909,000 710,000 916,000  
Total allowance for credit losses on loans         1,182,000
Total allowance for credit losses on off-balance sheet credit exposures   73,000 61,000 218,000 153,000
Consumer loans | Accounting Standards Update 2016-13          
Total allowance for credit losses on loans         1,182,000
Consumer loans | As reported under ASU 2016-13 | Accounting Standards Update 2016-13          
Total allowance for credit losses on loans 2,247,000        
Consumer loans | Impact of adoption ASU 2016-13          
Allowance for credit losses for purchased credit deteriorated (PCD)     164,000    
Consumer loans | Impact of adoption ASU 2016-13 | Accounting Standards Update 2016-13          
Total allowance for credit losses on loans 1,065,000     1,065,000  
Total allowance for credit losses on off-balance sheet credit exposures       197,000  
Commercial loans          
Total allowance for credit losses on loans   5,768,000 4,516,000 4,409,000  
Total allowance for credit losses on loans         4,940,000
Total allowance for credit losses on off-balance sheet credit exposures   $ 860,000 640,000 860,000 846,000
Commercial loans | Accounting Standards Update 2016-13          
Total allowance for credit losses on loans         $ 4,940,000
Commercial loans | As reported under ASU 2016-13 | Accounting Standards Update 2016-13          
Total allowance for credit losses on loans 5,952,000        
Commercial loans | Impact of adoption ASU 2016-13          
Allowance for credit losses for purchased credit deteriorated (PCD)     $ 221,000    
Commercial loans | Impact of adoption ASU 2016-13 | Accounting Standards Update 2016-13          
Total allowance for credit losses on loans $ 1,012,000     1,012,000  
Total allowance for credit losses on off-balance sheet credit exposures       $ 108,000  
v3.23.2
Available for Sale Securities - Amortized cost, gross unrealized gains, gross unrealized losses, ACL, and approximate fair value of securities available for sale (Details) - USD ($)
$ in Thousands
Jun. 30, 2023
Jun. 30, 2022
Debt Securities, Available-for-sale [Line Items]    
Total AFS securities, Amortized Cost $ 445,616 $ 257,760
Gross Unrealized Gains 1,494 109
Gross Unrealized Losses (29,556) (22,475)
Allowance for Credit Losses 0 0
Estimated Fair Value 417,554 235,394
Obligations of states and political subdivisions    
Debt Securities, Available-for-sale [Line Items]    
Total AFS securities, Amortized Cost 45,285 47,383
Gross Unrealized Gains 20 77
Gross Unrealized Losses (2,737) (2,981)
Allowance for Credit Losses 0 0
Estimated Fair Value 42,568 44,479
Corporate Obligations    
Debt Securities, Available-for-sale [Line Items]    
Total AFS securities, Amortized Cost 35,700 20,818
Gross Unrealized Gains 19 32
Gross Unrealized Losses (3,181) (963)
Allowance for Credit Losses 0 0
Estimated Fair Value 32,538 19,887
Asset backed securities    
Debt Securities, Available-for-sale [Line Items]    
Total AFS securities, Amortized Cost 67,897  
Gross Unrealized Gains 1,274  
Gross Unrealized Losses (545)  
Allowance for Credit Losses 0  
Estimated Fair Value 68,626  
Other securities    
Debt Securities, Available-for-sale [Line Items]    
Total AFS securities, Amortized Cost 3,587 486
Gross Unrealized Gains 39  
Gross Unrealized Losses (56) (43)
Allowance for Credit Losses 0 0
Estimated Fair Value 3,570 443
Debt and Equity Securities    
Debt Securities, Available-for-sale [Line Items]    
Total AFS securities, Amortized Cost 152,469 68,687
Gross Unrealized Gains 1,352 109
Gross Unrealized Losses (6,519) (3,987)
Allowance for Credit Losses 0 0
Estimated Fair Value 147,302 64,809
Residential MBS issued by governmental sponsored enterprises (GSEs)    
Debt Securities, Available-for-sale [Line Items]    
Total AFS securities, Amortized Cost 97,612 76,345
Gross Unrealized Gains 122  
Gross Unrealized Losses (7,610) (7,177)
Allowance for Credit Losses 0 0
Estimated Fair Value 90,124 69,168
Commercial MBS issued by GSEs    
Debt Securities, Available-for-sale [Line Items]    
Total AFS securities, Amortized Cost 60,333 51,435
Gross Unrealized Gains 11  
Gross Unrealized Losses (6,959) (5,705)
Allowance for Credit Losses 0 0
Estimated Fair Value 53,385 45,730
CMOs issued by GSEs    
Debt Securities, Available-for-sale [Line Items]    
Total AFS securities, Amortized Cost 135,202 61,293
Gross Unrealized Gains 9  
Gross Unrealized Losses (8,468) (5,606)
Allowance for Credit Losses 0 0
Estimated Fair Value 126,743 55,687
Total MBS and CMOs    
Debt Securities, Available-for-sale [Line Items]    
Total AFS securities, Amortized Cost 293,147 189,073
Gross Unrealized Gains 142  
Gross Unrealized Losses (23,037) (18,488)
Allowance for Credit Losses 0 0
Estimated Fair Value $ 270,252 $ 170,585
v3.23.2
Available for Sale Securities - Amortized Cost and Fair Value of Available-for-sale Securities, by Contractual Maturity (Details) - USD ($)
$ in Thousands
Jun. 30, 2023
Jun. 30, 2022
Amortized Cost    
Within one year $ 3,233  
After one year but less than five years 24,395  
After five years but less than ten years 59,286  
After ten years 65,555  
Total investment securities 152,469  
Total AFS securities, Amortized Cost 445,616 $ 257,760
Estimated Fair Value    
Within one year 3,221  
After one year but less than five years 23,380  
After five years but less than ten years 56,089  
After ten years 64,612  
Total investment securities 147,302  
Available for sale securities (Note 2) 417,554 235,394
Debt and Equity Securities    
Amortized Cost    
Total AFS securities, Amortized Cost 152,469 68,687
Estimated Fair Value    
Available for sale securities (Note 2) 147,302 64,809
Total MBS and CMOs    
Amortized Cost    
Total AFS securities, Amortized Cost 293,147 189,073
Estimated Fair Value    
Available for sale securities (Note 2) $ 270,252 $ 170,585
v3.23.2
Available for Sale Securities - Investments Pledged as Collateral to Secure Public Deposits and Securities Sold Under Agreements to Repurchase (Details) - Public deposits - USD ($)
$ in Millions
Jun. 30, 2023
Jun. 30, 2022
Pledged as collateral    
Financial Instruments Owned and Pledged as Collateral [Line Items]    
Securities pledged as collateral $ 253.9 $ 198.3
Asset backed securities    
Financial Instruments Owned and Pledged as Collateral [Line Items]    
Securities pledged as collateral 129.2 126.3
Asset backed securities | Pledged as collateral    
Financial Instruments Owned and Pledged as Collateral [Line Items]    
Securities pledged as collateral   27.3
Collateralized Mortgage Obligations    
Financial Instruments Owned and Pledged as Collateral [Line Items]    
Securities pledged as collateral 94.8  
US States and Political Subdivisions Debt Securities [Member] | Pledged as collateral    
Financial Instruments Owned and Pledged as Collateral [Line Items]    
Securities pledged as collateral 26.5 42.3
Other Debt Obligations [Member] | Pledged as collateral    
Financial Instruments Owned and Pledged as Collateral [Line Items]    
Carrying value of investment and MBS pledged as collateral to secure public deposits and securities sold under agreements to repurchase $ 3.4 $ 2.4
v3.23.2
Available for Sale Securities - Gains and Losses recognized from sales of AFS securities (Details) - USD ($)
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Available for Sale Securities    
Gains recognized from sales of available-for-sale securities $ 0 $ 0
Losses recognized from sales of available-for-sale securities $ 0 $ 0
v3.23.2
Available for Sale Securities - Fair Value of Debt Securities Reported Less Than Their Historical Cost (Details) - USD ($)
$ in Millions
Jun. 30, 2023
Jun. 30, 2022
Available for Sale Securities    
Fair value of certain investments reported less than their historical cost $ 325.5 $ 219.3
Certain investments in debt securities reported at less than historical cost, percentage of Company's AFS portfolio 78.00% 93.20%
v3.23.2
Available for Sale Securities - Gross Unrealized Losses and Fair Value, Continuous Unrealized Loss Position (Details)
$ in Thousands
Jun. 30, 2023
USD ($)
security
Jun. 30, 2022
USD ($)
security
Debt Securities, Available-for-sale [Line Items]    
Less than 12 Months, Fair Value $ 138,235 $ 180,937
Less than 12 Months, Unrealized Losses 3,057 15,584
12 Months or more, Fair Value 187,305 38,345
12 Months or more, Unrealized Losses 26,499 6,891
Fair Value, Total 325,540 219,282
Unrealized Losses , Total 29,556 22,475
US States and Political Subdivisions Debt Securities [Member]    
Debt Securities, Available-for-sale [Line Items]    
Less than 12 Months, Fair Value 11,574 31,985
Less than 12 Months, Unrealized Losses 184 2,639
12 Months or more, Fair Value 26,763 1,600
12 Months or more, Unrealized Losses 2,553 342
Fair Value, Total 38,337 33,585
Unrealized Losses , Total $ 2,737 $ 2,981
Number of individual securities in an unrealized loss position for less than 12 months | security 27 27
Number of individual securities in an unrealized loss position for more than 12 months | security 52 52
Corporate Obligations    
Debt Securities, Available-for-sale [Line Items]    
Less than 12 Months, Fair Value $ 14,709 $ 10,944
Less than 12 Months, Unrealized Losses 1,074 420
12 Months or more, Fair Value 13,821 6,911
12 Months or more, Unrealized Losses 2,107 543
Fair Value, Total 28,530 17,855
Unrealized Losses , Total $ 3,181 $ 963
Number of individual securities in an unrealized loss position for less than 12 months | security 16 16
Number of individual securities in an unrealized loss position for more than 12 months | security 14 14
Asset backed securities    
Debt Securities, Available-for-sale [Line Items]    
Less than 12 Months, Fair Value $ 22,628  
Less than 12 Months, Unrealized Losses 263  
12 Months or more, Fair Value 698  
12 Months or more, Unrealized Losses 282  
Fair Value, Total 23,326  
Unrealized Losses , Total $ 545  
Number of individual securities in an unrealized loss position for less than 12 months | security 7  
Number of individual securities in an unrealized loss position for more than 12 months | security 2  
Other Debt Obligations [Member]    
Debt Securities, Available-for-sale [Line Items]    
Less than 12 Months, Fair Value $ 1,970 $ 418
Less than 12 Months, Unrealized Losses 11 43
12 Months or more, Fair Value 350  
12 Months or more, Unrealized Losses 45  
Fair Value, Total 2,320 418
Unrealized Losses , Total 56 43
Total MBS and CMOs    
Debt Securities, Available-for-sale [Line Items]    
Less than 12 Months, Fair Value 87,354 137,590
Less than 12 Months, Unrealized Losses 1,525 12,482
12 Months or more, Fair Value 145,673 29,834
12 Months or more, Unrealized Losses 21,512 6,006
Fair Value, Total 233,027 167,424
Unrealized Losses , Total $ 23,037 $ 18,488
Number of individual securities in an unrealized loss position for less than 12 months | security 24  
Number of individual securities in an unrealized loss position for more than 12 months | security 122  
v3.23.2
Available for Sale Securities - Other Securities Policy: Pooled Trust Preferred Securities (Details)
12 Months Ended
Jun. 30, 2023
USD ($)
security
Jun. 30, 2022
USD ($)
Fair Value Measurement Inputs and Valuation Techniques [Line Items]    
Credit losses recognized on investments $ 0 $ 0
Corporate Obligations    
Fair Value Measurement Inputs and Valuation Techniques [Line Items]    
Number of Pooled Trust Preferred Securities | security 2  
Fair Value of Pooled Trust Preferred Securities Held $ 698,000  
Pooled trust preferred securities, unrealized losses in a continuous unrealized loss position for twelve months or more $ 282,000  
v3.23.2
Loans and Allowance for Credit Losses - Classes of loans (Details)
$ in Thousands
12 Months Ended
Jun. 30, 2023
USD ($)
Jun. 30, 2022
USD ($)
Jun. 30, 2021
USD ($)
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Real Estate Loans $ 3,978,393 $ 2,843,499  
Loans in Process (359,196) (123,656)  
Deferred loan fees, net (299) (453)  
Allowance for credit losses (47,820) (33,192) $ (33,222)
Total loans $ 3,571,078 $ 2,686,198  
Number of purchased participation loans 86 31  
Purchased participation loans $ 155,600 $ 70,000  
Residential Real Estate      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Real Estate Loans 1,133,417 904,160  
Allowance for credit losses (15,641) (8,908) (11,192)
Construction Real Estate      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Real Estate Loans 550,052 258,072  
Allowance for credit losses (2,664) (2,220) (2,170)
Commercial Real Estate      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Real Estate Loans 1,562,379 1,146,673  
Allowance for credit losses (22,838) (16,838) (14,535)
Consumer loans      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Real Estate Loans 133,515 92,996  
Allowance for credit losses (909) (710) (916)
Commercial loans      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Real Estate Loans 599,030 441,598  
Allowance for credit losses $ (5,768) $ (4,516) $ (4,409)
v3.23.2
Loans and Allowance for Credit Losses - Classes of loans information (Details)
12 Months Ended
Jan. 20, 2023
USD ($)
Feb. 25, 2022
USD ($)
Jun. 30, 2023
USD ($)
loan
Jun. 30, 2022
USD ($)
loan
Jun. 30, 2021
USD ($)
Jun. 30, 2020
USD ($)
Allowance for credit losses     $ 14,131,000 $ (66,000) $ (602,000)  
Allowance for credit losses for purchased credit deteriorated (PCD)     17,100,000 1,500,000 1,000,000.0  
Off-balance sheet credit exposures     6,288,000 $ 3,358,000 1,805,000 $ 1,959,000
Impact of acquisition on provision on credit losses (PCL)     10,100,000      
Impact of acquisition on allowance for credit losses (ACL)     8,900,000      
Impact of acquisition on off-balance sheet credit exposure     $ 1,200,000      
Net charge offs on average loans outstanding (as percentage)     0.02% 0.01%    
Citizens Bancshares Company            
Allowance for credit losses     $ 5,200,000      
Allowance for credit losses for purchased credit deteriorated (PCD) $ 1,121,000   1,100,000      
Off-balance sheet credit exposures     1,800,000      
Fortune            
Allowance for credit losses for purchased credit deteriorated (PCD)   $ 120,000   $ 120,000    
ACL required for non-PCD loans acquired     1,900,000      
Credit exposure     120,000      
Negative PCL       533,000    
Secured by properties located outside lending area            
Loans Receivable     $ 618,600,000      
Residential Real Estate.            
Fixed-rate and adjustable-rate mortgage (ARM) loans amortization period (in years)     30 years      
Residential Real Estate. | Single Family            
Maximum percentage of appraised value or purchase price that loans cannot exceed     90.00%      
Residential Real Estate. | Multifamily            
Maximum percentage of appraised value or purchase price that loans cannot exceed     85.00%      
Amortization period of loans     25 years      
Amortization period of multi-family residential loans if balloon maturities     10 years      
Commercial            
Amortization period of loans     25 years      
Term of fixed interest applicability on loans     10 years      
Term of variable interest applicability on loans     7 years      
Agricultural real estate terms if 80% loan-to-value ratio     25 years      
Agricultural real estate terms if 75% loan-to-value ratio     30 years      
Loans Receivable     $ 1,600,000,000      
Residential Real Estate            
Amortization period of loans     30 years      
Allowance for credit losses     $ 6,655,000 (2,238,000) 2,973,000  
Off-balance sheet credit exposures     $ 71,000 58,000 37,000 19,000
Residential Real Estate | Minimum            
Maturities of single-family residential construction loans     6 months      
Residential Real Estate | Maximum            
Maturities of single-family residential construction loans     12 months      
Commercial Real Estate            
Amortization period of loans     25 years      
Allowance for credit losses     $ 5,605,000 2,251,000 (1,364,000)  
Off-balance sheet credit exposures     $ 475,000 421,000 188,000 172,000
Construction Real Estate            
Average term of construction loans     12 months      
Allowance for credit losses     $ 432,000 46,000 281,000  
Off-balance sheet credit exposures     $ 4,809,000 2,178,000 502,000 769,000
Construction Real Estate | Minimum            
Maturities of multifamily or commercial construction loans     12 months      
Construction Real Estate | Maximum            
Maturities of multifamily or commercial construction loans     36 months      
Consumer loans            
Amortization period of loans     66 months      
Allowance for credit losses     $ 334,000 (205,000) (1,232,000)  
Off-balance sheet credit exposures     $ 73,000 61,000 218,000 153,000
Consumer loans | Home Equity Loan            
Maximum percentage of appraised value or purchase price that loans cannot exceed     90.00%      
Amortization period of loans     10 years      
Consumer loans | Automobile loans            
Maximum percentage of appraised value or purchase price that loans cannot exceed     100.00%      
Amortization period of loans     66 months      
Commercial loans            
Amortization period of loans     5 years      
Amortization period of multi-family residential loans if balloon maturities     1 year      
Allowance for credit losses     $ 1,105,000 80,000 (1,260,000)  
Off-balance sheet credit exposures     $ 860,000 $ 640,000 $ 860,000 $ 846,000
Modifications for the purpose of extending the maturity date | Construction Real Estate            
Incremental period that the loan maturity can be extended to     3 months      
Number of construction loans outstanding, for which a modification had been agreed to | loan     53 57    
Construction loans outstanding, for which a modification had been agreed to     $ 33,400,000 $ 13,800,000    
v3.23.2
Loans and Allowance for Credit Losses - PCD Loans Acquired (Details) - USD ($)
12 Months Ended
Jan. 20, 2023
Feb. 25, 2022
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Allowance for credit losses at acquisition     $ (17,100,000) $ (1,500,000) $ (1,000,000.0)
Citizens Bancshares Company          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Purchase price of PCD loans at acquisition $ 27,481,000        
Allowance for credit losses at acquisition (1,121,000)   $ (1,100,000)    
Fair value of PCD loans at acquisition $ 26,360,000        
Fortune          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Purchase price of PCD loans at acquisition   $ 15,055,000      
Allowance for credit losses at acquisition   (120,000)   $ (120,000)  
Fair value of PCD loans at acquisition   $ 14,935,000      
v3.23.2
Loans and Allowance for Credit Losses - Balance and activity in the Allowance for credit losses (Details) - USD ($)
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Jun. 30, 2020
Allowance for credit losses:        
Balance, beginning of period     $ 25,139,000  
Balance, beginning of period $ 33,192,000 $ 33,222,000    
Initial ACL on PCD loans 17,100,000 1,500,000 1,000,000.0  
Allowance for credit losses 14,131,000 (66,000) (602,000)  
Losses charged off (673,000) (153,000) (734,000)  
Recoveries 49,000 69,000 86,000  
Balance, end of period 47,820,000 33,192,000 33,222,000  
Impact of adoption ASU        
Allowance for credit losses:        
Initial ACL on PCD loans   1,121,000   $ 434,000
Residential Real Estate        
Allowance for credit losses:        
Balance, beginning of period     4,875,000  
Balance, beginning of period 8,908,000 11,192,000    
Allowance for credit losses 6,655,000 (2,238,000) 2,973,000  
Losses charged off (19,000) (72,000) (180,000)  
Recoveries 1,000 3,000 3,000  
Balance, end of period 15,641,000 8,908,000 11,192,000  
Residential Real Estate | Impact of adoption ASU        
Allowance for credit losses:        
Initial ACL on PCD loans   96,000    
Construction Real Estate        
Allowance for credit losses:        
Balance, beginning of period     2,010,000  
Balance, beginning of period 2,220,000 2,170,000    
Allowance for credit losses 432,000 46,000 281,000  
Balance, end of period 2,664,000 2,220,000 2,170,000  
Construction Real Estate | Impact of adoption ASU        
Allowance for credit losses:        
Initial ACL on PCD loans   12,000    
Commercial Real Estate        
Allowance for credit losses:        
Balance, beginning of period     12,132,000  
Balance, beginning of period 16,838,000 14,535,000    
Allowance for credit losses 5,605,000 2,251,000 (1,364,000)  
Losses charged off (245,000)   (90,000)  
Recoveries 12,000   1,000  
Balance, end of period 22,838,000 16,838,000 14,535,000  
Commercial Real Estate | Impact of adoption ASU        
Allowance for credit losses:        
Initial ACL on PCD loans   628,000    
Consumer loans        
Allowance for credit losses:        
Balance, beginning of period     1,182,000  
Balance, beginning of period 710,000 916,000    
Allowance for credit losses 334,000 (205,000) (1,232,000)  
Losses charged off (327,000) (65,000) (146,000)  
Recoveries 28,000 64,000 47,000  
Balance, end of period 909,000 710,000 916,000  
Consumer loans | Impact of adoption ASU        
Allowance for credit losses:        
Initial ACL on PCD loans   164,000    
Commercial loans        
Allowance for credit losses:        
Balance, beginning of period     4,940,000  
Balance, beginning of period 4,516,000 4,409,000    
Allowance for credit losses 1,105,000 80,000 (1,260,000)  
Losses charged off (82,000) (16,000) (318,000)  
Recoveries 8,000 2,000 35,000  
Balance, end of period 5,768,000 4,516,000 4,409,000  
Commercial loans | Impact of adoption ASU        
Allowance for credit losses:        
Initial ACL on PCD loans   221,000    
Accounting Standards Update 2016-13        
Allowance for credit losses:        
Balance, beginning of period     25,139,000  
Accounting Standards Update 2016-13 | Impact of adoption ASU        
Allowance for credit losses:        
Balance, beginning of period   9,333,000    
Balance, end of period     9,333,000  
Accounting Standards Update 2016-13 | Residential Real Estate        
Allowance for credit losses:        
Balance, beginning of period     4,875,000  
Accounting Standards Update 2016-13 | Residential Real Estate | Impact of adoption ASU        
Allowance for credit losses:        
Balance, beginning of period   3,521,000    
Balance, end of period     3,521,000  
Accounting Standards Update 2016-13 | Construction Real Estate        
Allowance for credit losses:        
Balance, beginning of period     2,010,000  
Accounting Standards Update 2016-13 | Construction Real Estate | Impact of adoption ASU        
Allowance for credit losses:        
Balance, beginning of period   (121,000)    
Balance, end of period     (121,000)  
Accounting Standards Update 2016-13 | Commercial Real Estate        
Allowance for credit losses:        
Balance, beginning of period     12,132,000  
Accounting Standards Update 2016-13 | Commercial Real Estate | Impact of adoption ASU        
Allowance for credit losses:        
Balance, beginning of period   3,856,000    
Balance, end of period     3,856,000  
Accounting Standards Update 2016-13 | Consumer loans        
Allowance for credit losses:        
Balance, beginning of period     1,182,000  
Accounting Standards Update 2016-13 | Consumer loans | Impact of adoption ASU        
Allowance for credit losses:        
Balance, beginning of period   1,065,000    
Balance, end of period     1,065,000  
Accounting Standards Update 2016-13 | Commercial loans        
Allowance for credit losses:        
Balance, beginning of period     4,940,000  
Accounting Standards Update 2016-13 | Commercial loans | Impact of adoption ASU        
Allowance for credit losses:        
Balance, beginning of period   1,012,000    
Balance, end of period     $ 1,012,000  
Accounting Standards Update 2022-02 | Impact of adoption ASU        
Allowance for credit losses:        
Balance, beginning of period 120,000      
Balance, end of period   120,000    
Accounting Standards Update 2022-02 | Residential Real Estate | Impact of adoption ASU        
Allowance for credit losses:        
Balance, beginning of period 23,000      
Balance, end of period   23,000    
Accounting Standards Update 2022-02 | Construction Real Estate | Impact of adoption ASU        
Allowance for credit losses:        
Balance, beginning of period 4,000      
Balance, end of period   4,000    
Accounting Standards Update 2022-02 | Commercial Real Estate | Impact of adoption ASU        
Allowance for credit losses:        
Balance, beginning of period 52,000      
Balance, end of period   52,000    
Accounting Standards Update 2022-02 | Commercial loans | Impact of adoption ASU        
Allowance for credit losses:        
Balance, beginning of period $ 41,000      
Balance, end of period   $ 41,000    
v3.23.2
Loans and Allowance for Credit Losses - Allowance for off-balance credit exposure (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period $ 3,358 $ 1,805 $ 1,959
Provision (benefit) charged to expense 2,930 1,553 (422)
Balance, end of period 6,288 3,358 1,805
Accounting Standards Update 2016-13      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period     1,959
Impact of adoption ASU 2016-13 | Accounting Standards Update 2016-13      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period   268  
Balance, end of period     268
Residential Real Estate      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period 58 37 19
Provision (benefit) charged to expense 13 21 (17)
Balance, end of period 71 58 37
Residential Real Estate | Impact of adoption ASU 2016-13 | Accounting Standards Update 2016-13      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period   35  
Balance, end of period     35
Construction Real Estate      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period 2,178 502 769
Provision (benefit) charged to expense 2,631 1,676 (100)
Balance, end of period 4,809 2,178 502
Construction Real Estate | Impact of adoption ASU 2016-13 | Accounting Standards Update 2016-13      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period   (167)  
Balance, end of period     (167)
Commercial Real Estate      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period 421 188 172
Provision (benefit) charged to expense 54 233 (79)
Balance, end of period 475 421 188
Commercial Real Estate | Impact of adoption ASU 2016-13 | Accounting Standards Update 2016-13      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period   95  
Balance, end of period     95
Consumer loans      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period 61 218 153
Provision (benefit) charged to expense 12 (157) (132)
Balance, end of period 73 61 218
Consumer loans | Impact of adoption ASU 2016-13 | Accounting Standards Update 2016-13      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period   197  
Balance, end of period     197
Commercial loans      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period 640 860 846
Provision (benefit) charged to expense 220 (220) (94)
Balance, end of period $ 860 640 860
Commercial loans | Impact of adoption ASU 2016-13 | Accounting Standards Update 2016-13      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period   $ 108  
Balance, end of period     $ 108
v3.23.2
Loans and Allowance for Credit Losses - Credit risk profile based on rating category and year of origination (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Financing Receivable, Credit Quality Indicator [Line Items]    
Amount of loan relationships subject to annual credit analysis $ 3,000  
Loan relationships that are subject to independent annual review 1,000  
2023 / 2022 1,112,842 $ 1,146,932
2022 / 2021 969,065 721,665
2021 / 2020 623,440 251,984
2020 / 2019 213,074 103,484
2019 / 2018 108,106 78,834
Prior 195,293 148,060
Revolving loans 397,377 268,884
Total 3,619,197 2,719,843
Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 1,089,767 1,107,991
2022 / 2021 934,545 718,973
2021 / 2020 619,444 248,814
2020 / 2019 208,612 102,783
2019 / 2018 107,260 78,116
Prior 191,942 144,948
Revolving loans 393,419 266,719
Total 3,544,989 2,668,344
Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 10,385 6,147
2022 / 2021 6,729 1,276
2021 / 2020 932 2,939
2020 / 2019 3,990 62
2019 / 2018 198 668
Prior 144 2,216
Revolving loans 2,554 1,754
Total 24,932 15,062
Special Mention    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 2,940 9,297
Total 2,940 9,297
Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 9,750 22,670
2022 / 2021 27,791 1,416
2021 / 2020 3,064 231
2020 / 2019 472 639
2019 / 2018 648 50
Prior 3,207 896
Revolving loans 1,404 411
Total 46,336 26,313
Doubtful    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022   827
Total   827
Residential Real Estate    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 330,193 380,812
2022 / 2021 314,305 296,420
2021 / 2020 253,203 119,634
2020 / 2019 103,843 19,879
2019 / 2018 25,849 22,161
Prior 96,919 59,180
Revolving loans 9,105 6,074
Total 1,133,417 904,160
Residential Real Estate | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 328,142 380,502
2022 / 2021 312,853 295,260
2021 / 2020 252,077 118,464
2020 / 2019 103,735 19,383
2019 / 2018 25,651 22,143
Prior 96,035 58,545
Revolving loans 9,100 6,074
Total 1,127,593 900,371
Residential Real Estate | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 1,214 44
2022 / 2021 1,136 242
2021 / 2020 616 1,083
2020 / 2019 108 56
2019 / 2018 198  
Prior 27 30
Revolving loans 5  
Total 3,304 1,455
Residential Real Estate | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 837 266
2022 / 2021 316 918
2021 / 2020 510 87
2020 / 2019   440
2019 / 2018   18
Prior 857 605
Total 2,520 2,334
Construction Real Estate    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 125,089 100,114
2022 / 2021 50,690 34,082
2021 / 2020 10,946  
2020 / 2019 3,190  
Revolving loans 941 220
Total 190,856 134,416
Construction Real Estate | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 124,479 100,114
2022 / 2021 50,011 34,082
2021 / 2020 10,946  
2020 / 2019 3,190  
Revolving loans 941 220
Total 189,567 134,416
Construction Real Estate | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 280  
Total 280  
Construction Real Estate | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 330  
2022 / 2021 679  
Total 1,009  
Commercial Real Estate    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 481,395 524,459
2022 / 2021 505,987 285,986
2021 / 2020 282,509 107,851
2020 / 2019 93,439 71,393
2019 / 2018 75,126 52,494
Prior 85,723 80,208
Revolving loans 38,200 24,282
Total 1,562,379 1,146,673
Commercial Real Estate | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 462,643 487,486
2022 / 2021 474,140 284,736
2021 / 2020 279,921 105,893
2020 / 2019 89,272 71,380
2019 / 2018 74,653 51,804
Prior 83,871 78,115
Revolving loans 37,443 23,669
Total 1,501,943 1,103,083
Commercial Real Estate | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 8,122 4,763
2022 / 2021 5,382 769
2021 / 2020 163 1,818
2020 / 2019 3,879  
2019 / 2018   668
Prior 117 2,000
Revolving loans   548
Total 17,663 10,566
Commercial Real Estate | Special Mention    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 2,940 9,297
Total 2,940 9,297
Commercial Real Estate | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 7,690 22,086
2022 / 2021 26,465 481
2021 / 2020 2,425 140
2020 / 2019 288 13
2019 / 2018 473 22
Prior 1,735 93
Revolving loans 757 65
Total 39,833 22,900
Commercial Real Estate | Doubtful    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022   827
Total   827
Consumer loans    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 36,107 28,563
2022 / 2021 14,532 11,066
2021 / 2020 5,509 3,666
2020 / 2019 1,692 1,524
2019 / 2018 717 926
Prior 1,420 707
Revolving loans 73,538 46,544
Total 133,515 92,996
Consumer loans | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 36,003 28,519
2022 / 2021 14,530 10,989
2021 / 2020 5,446 3,662
2020 / 2019 1,692 1,524
2019 / 2018 717 916
Prior 1,379 676
Revolving loans 73,225 46,521
Total 132,992 92,807
Consumer loans | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 71 21
2022 / 2021   71
2021 / 2020 62  
Total 133 92
Consumer loans | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 33 23
2022 / 2021 2 6
2021 / 2020 1 4
2019 / 2018   10
Prior 41 31
Revolving loans 313 23
Total 390 97
Commercial loans    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 140,058 112,984
2022 / 2021 83,551 94,111
2021 / 2020 71,273 20,833
2020 / 2019 10,910 10,688
2019 / 2018 6,414 3,253
Prior 11,231 7,965
Revolving loans 275,593 191,764
Total 599,030 441,598
Commercial loans | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 138,500 111,370
2022 / 2021 83,011 93,906
2021 / 2020 71,054 20,795
2020 / 2019 10,723 10,496
2019 / 2018 6,239 3,253
Prior 10,657 7,612
Revolving loans 272,710 190,235
Total 592,894 437,667
Commercial loans | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 698 1,319
2022 / 2021 211 194
2021 / 2020 91 38
2020 / 2019 3 6
Prior   186
Revolving loans 2,549 1,206
Total 3,552 2,949
Commercial loans | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2023 / 2022 860 295
2022 / 2021 329 11
2021 / 2020 128  
2020 / 2019 184 186
2019 / 2018 175  
Prior 574 167
Revolving loans 334 323
Total $ 2,584 $ 982
v3.23.2
Loans and Allowance for Credit Losses - Credit risk profile based on rating and payment activity (Details) - USD ($)
$ in Millions
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
PCD loans receivable, net of ACL $ 37.4 $ 23.1
Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
PCD loans receivable, net of ACL 12.7 4.7
Special Mention    
Financing Receivable, Credit Quality Indicator [Line Items]    
PCD loans receivable, net of ACL 0.0 0.0
Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
PCD loans receivable, net of ACL 6.3 1.1
Doubtful    
Financing Receivable, Credit Quality Indicator [Line Items]    
PCD loans receivable, net of ACL $ 0.0 $ 0.0
v3.23.2
Loans and Allowance for Credit Losses - Loan portfolio aging analysis (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable $ 3,619,197 $ 2,719,843
Greater than 90 Days Past Due and Accruing 109  
Current Loans, not past due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 3,608,456 2,715,257
Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 10,741 4,586
30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 4,212 2,432
60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 2,767 732
Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 3,762 1,422
Purchased credit-impaired loans 0 0
Residential Real Estate    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 1,133,417 904,160
Greater than 90 Days Past Due and Accruing 109  
Residential Real Estate | Current Loans, not past due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 1,130,549 901,694
Residential Real Estate | Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 2,868 2,466
Residential Real Estate | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 1,984 1,402
Residential Real Estate | 60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 401  
Residential Real Estate | Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 483 1,064
Construction Real Estate    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 190,856 134,416
Construction Real Estate | Current Loans, not past due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 189,404 134,416
Construction Real Estate | Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 1,452  
Construction Real Estate | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 443  
Construction Real Estate | 60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 311  
Construction Real Estate | Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 698  
Commercial Real Estate    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 1,562,379 1,146,673
Commercial Real Estate | Current Loans, not past due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 1,558,329 1,145,354
Commercial Real Estate | Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 4,050 1,319
Commercial Real Estate | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 616 416
Commercial Real Estate | 60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 1,854 615
Commercial Real Estate | Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 1,580 288
Consumer loans    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 133,515 92,996
Consumer loans | Current Loans, not past due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 132,723 92,554
Consumer loans | Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 792 442
Consumer loans | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 456 340
Consumer loans | 60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 124 45
Consumer loans | Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 212 57
Commercial loans    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 599,030 441,598
Commercial loans | Current Loans, not past due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 597,451 441,239
Commercial loans | Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 1,579 359
Commercial loans | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 713 274
Commercial loans | 60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 77 72
Commercial loans | Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable $ 789 $ 13
v3.23.2
Loans and Allowance for Credit Losses - Collateral dependent loans and related ACL (Details) - USD ($)
$ in Thousands
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Total Loans Receivable $ 3,619,197 $ 2,719,843  
Related allowance for credit losses 47,820 33,192 $ 33,222
Collateral-dependent Loans | 1- to 4-family residential loans      
Total Loans Receivable 6,376 864  
Related allowance for credit losses 901 193  
Residential Real Estate      
Total Loans Receivable 1,133,417 904,160  
Related allowance for credit losses 15,641 8,908 $ 11,192
Residential Real Estate | Collateral-dependent Loans      
Total Loans Receivable 6,376 864  
Related allowance for credit losses $ 901 $ 193  
v3.23.2
Loans and Allowance for Credit Losses - Nonaccrual Loans (Details) - USD ($)
$ in Thousands
Jun. 30, 2023
Jun. 30, 2022
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans $ 7,543 $ 4,118
Nonaccrual loans individually evaluated for which no ACL was recorded 0  
Residential Real Estate    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans 934 1,647
Construction Real Estate    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans 698  
Commercial Real Estate    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans 4,564 2,259
Consumer loans    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans 256 73
Commercial loans    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans $ 1,091 $ 139
v3.23.2
Loans and Allowance for Credit Losses - TDRs Segregated by Class (Details)
$ in Thousands
12 Months Ended
Jun. 30, 2023
USD ($)
loan
Jun. 30, 2022
USD ($)
loan
Number of modifications 0 6
Recorded Investment, TDRs   $ 24,500
Recorded Investment $ 29,765 $ 30,606
Residential Real Estate    
Number of modifications 10 11
Recorded Investment $ 3,438 $ 3,625
Commercial Real Estate    
Number of modifications 6 8
Recorded Investment $ 24,017 $ 25,132
Commercial loans    
Number of modifications 6 8
Recorded Investment $ 2,310 $ 1,849
v3.23.2
Loans and Allowance for Credit Losses - Real Estate Foreclosures (Details) - USD ($)
Jun. 30, 2023
Jun. 30, 2022
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Repossessed assets $ 0 $ 580,000
Residential Real Estate. | Home Equity Loan    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Foreclosure proceedings in process $ 1,500,000 $ 486,000
v3.23.2
Loans and Allowance for Credit Losses - Summary of loans to executive officers, directors, significant shareholders (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Loans and Allowance for Credit Losses    
Beginning Balance $ 10,614 $ 10,624
Additions 6,374 6,393
Repayments (7,223) (6,403)
Change in related party 782  
Ending Balance $ 10,547 $ 10,614
v3.23.2
Premises and Equipment - Summary of premises and equipment (Details) - USD ($)
$ in Thousands
Jun. 30, 2023
Jun. 30, 2022
Premises and Equipment    
Land $ 15,415 $ 13,532
Buildings and improvements 79,661 64,730
Construction in progress 450 142
Furniture, fixtures, equipment and software 26,404 20,838
Automobiles 122 120
Operating leases ROU asset 6,125 3,849
Property, Plant and Equipment, Gross 128,177 103,211
Less accumulated depreciation 35,780 31,864
Premises and equipment, net $ 92,397 $ 71,347
v3.23.2
Premises and Equipment - Additional Information (Details)
12 Months Ended
Jun. 30, 2023
USD ($)
property
Jun. 30, 2022
USD ($)
Number of leased properties | property 11  
Operating Lease, Weighted Average Discount Rate, Percent 5.00%  
Operating lease expense $ 720,000 $ 451,000
Income recognized from lessor agreements $ 228,000 $ 279,000
Minimum    
Lessee Expected Lease Terms 18 months  
Maximum    
Lessee Expected Lease Terms 20  
v3.23.2
Premises and Equipment - Calculated amount of right of use assets and lease liabilities (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Right of use assets obtained in exchange for lease obligations: Operating Leases $ 216 $ 95 $ 804
Consolidated Balance Sheet      
Operating leases ROU asset 6,125 3,849  
Operating leases liability 6,125 3,849  
Consolidated Statement Of Income      
Operating lease costs classified as occupancy and equipment expense (includes short-term lease costs) 720 451  
Supplemental Disclosures Of Cash Flow Information | Cash paid for amounts included in the measurement of lease liabilities      
Operating cash flows from operating leases $ 524 $ 382  
v3.23.2
Premises and Equipment - Future expected lease payments for leases (Details)
$ in Thousands
Jun. 30, 2023
USD ($)
Premises and Equipment  
2024 $ 721
2025 711
2026 707
2027 694
2028 623
Thereafter 7,359
Future lease payments expected $ 10,815
v3.23.2
Deposits (Details) - USD ($)
$ in Thousands
Jun. 30, 2023
Jun. 30, 2022
Non-interest bearing accounts $ 597,600 $ 426,929
NOW accounts 1,328,423 1,171,620
Money market deposit accounts 452,728 303,612
Savings accounts 282,753 274,283
Certificates 1,064,036 638,631
TOTAL NON-MATURITY DEPOSITS 2,661,504 2,176,444
TOTAL DEPOSITS 3,725,540 2,815,075
0.00-.99%    
Certificates 92,533 408,479
1.00-1.99%    
Certificates 109,564 171,997
2.00-2.99%    
Certificates 186,538 51,692
3.00-3.99%    
Certificates 109,780 6,298
4.00-4.99%    
Certificates 472,546 $ 165
5.00 - 5.99%    
Certificates 93,057  
6.00% and above    
Certificates $ 18  
v3.23.2
Deposits - Summary of Certificate Maturities (Details)
$ in Thousands
Jun. 30, 2023
USD ($)
Deposits  
July 1, 2023 to June 30, 2024 $ 690,500
July 1, 2024 to June 30, 2025 208,578
July 1, 2025 to June 30, 2026 69,336
July 1, 2026 to June 30, 2027 49,439
July 1, 2027 to June 30, 2028 46,083
Thereafter 100
TOTAL $ 1,064,036
v3.23.2
Deposits - Additional Information (Details) - USD ($)
$ in Millions
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Deposits    
Aggregate Amount of Deposits With a Minimum Denomination of $250,000 $ 1,200.0 $ 848.9
Interest-bearing Domestic Deposit, Brokered 146.5 10.8
Deposits Held for Affiliates $ 6.6 $ 6.0
v3.23.2
Advances from Federal Home Loan Bank (Details) - USD ($)
$ in Thousands
Jun. 30, 2023
Jun. 30, 2022
Federal Home Loan Bank Advances. $ 133,514 $ 37,957
Weighted-average rate 3.95% 1.47%
08/15/22 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 1.89%  
Federal Home Loan Bank Advances.   $ 3,000
11/16/22 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 0.51%  
Federal Home Loan Bank Advances.   1,994
03/06/23 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 0.99%  
Federal Home Loan Bank Advances.   3,000
07/24/23 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 0.59%  
Federal Home Loan Bank Advances. $ 998 987
11/15/23 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 0.57%  
Federal Home Loan Bank Advances. $ 993 980
03/06/24 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 0.95%  
Federal Home Loan Bank Advances. $ 3,000 3,000
03/28/24 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 2.56%  
Federal Home Loan Bank Advances. $ 8,000 8,000
07/24/24 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 0.66%  
Federal Home Loan Bank Advances. $ 1,966 1,940
08/13/24 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 1.88%  
Federal Home Loan Bank Advances. $ 3,000 3,000
02/21/25 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 1.53%  
Federal Home Loan Bank Advances.   5,000
03/06/25 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 1.01%  
Federal Home Loan Bank Advances. $ 3,000 3,000
07/15/25 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 0.77%  
Federal Home Loan Bank Advances. $ 1,939 1,913
07/22/26 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 1.10%  
Federal Home Loan Bank Advances. $ 1,929 1,909
12/14/26 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 2.65%  
Federal Home Loan Bank Advances. $ 189 $ 234
04/20/26 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.39%  
Federal Home Loan Bank Advances. $ 5,000  
06/22/26 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.49%  
Federal Home Loan Bank Advances. $ 5,000  
06/26/26 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.55%  
Federal Home Loan Bank Advances. $ 5,000  
04/12/27 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.04%  
Federal Home Loan Bank Advances. $ 5,000  
04/27/27 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.07%  
Federal Home Loan Bank Advances. $ 5,000  
05/03/27 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 3.95%  
Federal Home Loan Bank Advances. $ 5,000  
05/12/27 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 3.86%  
Federal Home Loan Bank Advances. $ 5,000  
06/22/27 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.38%  
Federal Home Loan Bank Advances. $ 5,000  
06/25/27 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.34%  
Federal Home Loan Bank Advances. $ 5,000  
03/23/28 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 3.85%  
Federal Home Loan Bank Advances. $ 10,000  
03/24/28 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 3.93%  
Federal Home Loan Bank Advances. $ 10,000  
06/22/28 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.21%  
Federal Home Loan Bank Advances. $ 5,000  
06/26/28 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.18%  
Federal Home Loan Bank Advances. $ 5,000  
Overnight | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 5.35%  
Federal Home Loan Bank Advances. $ 33,500  
v3.23.2
Advances from Federal Home Loan Bank - FHLB Advances Maturities (Details) - USD ($)
$ in Thousands
Jun. 30, 2023
Jun. 30, 2022
Advances from Federal Home Loan Bank    
July 1, 2023 to June 30, 2024 $ 46,491  
July 1, 2024 to June 30, 2025 7,966  
July 1, 2025 to June 30, 2026 1,939  
July 1, 2026 to June 30, 2027 47,118  
July 1, 2027 to June 30, 2028 30,000  
TOTAL $ 133,514 $ 37,957
v3.23.2
Advances from Federal Home Loan Bank - Additional Information (Details) - USD ($)
$ in Millions
Jun. 30, 2023
Jun. 30, 2022
Advances from Federal Home Loan Bank    
FHLB prior to maturity amount $ 0.0  
Long-term Line of Credit 541.3 $ 500.6
Line of Credit Outstanding $ 1,100.0 $ 889.7
v3.23.2
Subordinated Debt (Details) - USD ($)
1 Months Ended 12 Months Ended
May 31, 2021
Aug. 31, 2014
Oct. 31, 2013
Jun. 30, 2023
Jun. 30, 2022
Feb. 28, 2022
Subordinated debt       $ 23,105,000 $ 23,055,000  
Investment, carrying value       464,200,000 252,300,000  
Prepaid Expenses and Other Current Assets            
Investment, face amount       505,000    
Investment, carrying value       464,000    
Trust Preferred Securities            
Subordinated debt       $ 7,200,000 7,200,000  
Number of years after securities became redeemable       5 years    
Interest rate (as a percent)       8.26%    
Ozarks Legacy Community Financial, Inc.            
Interest rate (as a percent)       8.00%    
Floating rate     $ 3,100,000      
Ozarks Legacy Community Financial, Inc. | Reported Value Measurement            
Floating rate       $ 2,700,000 2,700,000  
Peoples Service Company, Inc.            
Interest rate (as a percent)       7.35%    
Floating rate   $ 6,500,000        
Peoples Service Company, Inc. | Reported Value Measurement            
Floating rate       $ 5,500,000 5,400,000  
Fortune | Subordinated Notes Issued in May 2021 [Member]            
Subordinated debt       $ 7,700,000 $ 7,700,000  
Interest rate (as a percent) 4.50%          
Instrument face amount           $ 7,500,000
Fortune | Subordinated Notes Issued in May 2021 [Member] | Secured Overnight Financing Rate [Member]            
Variable rate (as a percent) 3.77%          
v3.23.2
Employee Benefits - 401(k) Retirement Plan (Details) - USD ($)
$ in Millions
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Defined Contribution Plan Disclosure [Line Items]      
Additional profit-sharing contributions of eligible salary 5.00%    
Retirement plan expenses $ 2.4 $ 1.9 $ 1.7
401(k) Retirement Plan Shares Held 421,000    
Maximum      
Defined Contribution Plan Disclosure [Line Items]      
Matching contributions of eligible compensation 4.00%    
v3.23.2
Employee Benefits - 2008 Equity Incentive Plan (Details) - USD ($)
12 Months Ended
Jun. 30, 2017
Jun. 30, 2012
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Defined Contribution Plan Disclosure [Line Items]          
Equity Incentive Plan Description     The Company adopted an Equity Incentive Plan (the EIP) in 2008, reserving for award 132,000 shares (split-adjusted). EIP shares were available for award to directors, officers, and employees of the Company and its affiliates by a committee of outside directors.    
Equity Incentive Plan Shares reserved     132,000    
Equity Incentive Plan vesting percentage     20.00%    
Restricted Stock          
Defined Contribution Plan Disclosure [Line Items]          
Equity Incentive Plan Shares Awarded 0 122,803      
Equity Incentive Plan vesting percentage     20.00%    
Equity Incentive Plan Shares Vested     0 2,250 2,700
Equity Incentive Plan Expense     $ 0 $ 46,000 $ 84,000
Equity Incentive Plan Remained Outstanding     0    
Equity Incentive Plan Unvested Compensation Expense     $ 0    
v3.23.2
Employee Benefits - 2003 Stock Option Plan (Details) - USD ($)
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Defined Contribution Plan Disclosure [Line Items]      
Exercised 0 0 0
2003 Stock Option Plan      
Defined Contribution Plan Disclosure [Line Items]      
Stock Option Plan Description The Company adopted a stock option plan in October 2003 (the 2003 Plan). Under the plan, the Company granted options to purchase 242,000 shares (split-adjusted) to employees and directors, of which, options to purchase 187,000 shares (split-adjusted) have been exercised, options to purchase 45,000 shares (split-adjusted) have been forfeited, and 10,000 remain outstanding. Under the 2003 Plan, exercised options may be issued from either authorized but unissued shares, or treasury shares. At the 2017 annual meeting, shareholders approved the 2017 Omnibus Incentive Plan, which provided that no further awards would be made under the 2003 Plan.    
Granted 242,000    
Exercised 187,000    
Forfeited 45,000    
Outstanding 10,000    
Stock Option Plan Unrecognized Compensation Expense Related to Nonvested Stock Options $ 0    
Share-based Compensation Arrangement by Share-based Payment Award, Options, Outstanding, Intrinsic Value $ 209,000    
Options vested 0 0 0
v3.23.2
Employee Benefits - 2017 Omnibus Incentive Plan (Details)
12 Months Ended
Jun. 30, 2023
USD ($)
shares
Jun. 30, 2022
USD ($)
shares
Jun. 30, 2021
USD ($)
shares
Defined Contribution Plan Disclosure [Line Items]      
Common stock reserve for issuance 132,000    
Exercised 0 0 0
Equity Incentive Plan vesting percentage 20.00%    
Restricted Stock      
Defined Contribution Plan Disclosure [Line Items]      
Equity Incentive Plan vesting percentage 20.00%    
Omnibus Incentive Plan 2017      
Defined Contribution Plan Disclosure [Line Items]      
2017 Omnibus Incentive Plan Description The Company adopted an equity-based incentive plan in October 2017 (the 2017 Plan). Under the 2017 plan, the Company reserved for issuance 500,000 shares of common stock for awards to employees and directors, against which full value awards (stock-based awards other than stock options and stock appreciation rights) are to be counted on a 2.5-for-1 basis. The 2017 Plan authorized awards to be made to employees, officers, and directors by a committee of outside directors. The committee held the power to set vesting requirements for each award under the 2017 Plan. Under the 2017 Plan, stock awards and shares issued pursuant to exercised options may be issued from either authorized but unissued shares, or treasury shares.    
Common stock reserve for issuance 500,000    
Full value awards basis 2.5    
Granted 138,000    
Outstanding 138,000    
Unrecognized compensation cost | $ $ 1,100,000    
Share-based Compensation Arrangement by Share-based Payment Award, Options, Outstanding, Intrinsic Value | $ 419,000    
Stock Option Plan Intrinsic Value of Options Vested | $ $ 42,000 $ 150,000 $ 87,000
Options Exercisable, Number 2,900    
Full value awards issued 28,650 22,350 18,925
Full value awards vested 15,140 12,860 9,770
Share based compensation expense | $ $ 833,000 $ 548,000 $ 351,000
Unvested compensation cost for full value awards | $ $ 2,400,000    
Omnibus Incentive Plan 2017 | Restricted Stock      
Defined Contribution Plan Disclosure [Line Items]      
Achievement of specified profitability targets period 3 years    
Omnibus Incentive Plan 2017 | Performance-based restricted stock      
Defined Contribution Plan Disclosure [Line Items]      
Equity Incentive Plan vesting percentage 20.00%    
Achievement of specified profitability targets period 3 years    
Omnibus Incentive Plan 2017 | Share-Based Payment Arrangement, Tranche One [Member] | Restricted Stock      
Defined Contribution Plan Disclosure [Line Items]      
Equity Incentive Plan vesting percentage 20.00%    
Omnibus Incentive Plan 2017 | Share-Based Payment Arrangement, Tranche Two [Member] | Restricted Stock      
Defined Contribution Plan Disclosure [Line Items]      
Equity Incentive Plan vesting percentage 33.33%    
v3.23.2
Employee Benefits - Schedule of Share-based Compensation, Stock Options, Activity (Details) - $ / shares
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Jun. 30, 2020
Outstanding at beginning of year        
Defined Contribution Plan Disclosure [Line Items]        
Weighted Average Price $ 36.56   $ 33.77 $ 33.22
Number 104,000 89,500 60,500  
Granted        
Defined Contribution Plan Disclosure [Line Items]        
Weighted Average Price $ 38.58 $ 53.82 $ 34.91  
Number 44,000 14,500 29,000  
Outstanding at year-end        
Defined Contribution Plan Disclosure [Line Items]        
Weighted Average Price $ 39.63 $ 36.56 $ 33.77  
Number 148,000 104,000 89,500  
Options exercisable at year-end        
Defined Contribution Plan Disclosure [Line Items]        
Weighted Average Price $ 33.89 $ 31.92 $ 29.79  
Number 63,700 44,900 29,000  
v3.23.2
Employee Benefits - Schedule of Share-based Payment Award, Stock Options, Valuation Assumptions (Details) - $ / shares
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Employee Benefits      
Expected dividend yield 1.79% 1.49% 1.83%
Expected volatility 29.67% 28.02% 27.72%
Risk-free interest rate 3.79% 1.82% 1.14%
Weighted-average expected life (years) 10 years 10 years 10 years
Weighted-average fair value of options granted during the year $ 16.68 $ 16.38 $ 9.19
v3.23.2
Employee Benefits - Share-based Compensation Arrangement by Share-based Payment Award, Options, Vested and Expected to Vest, Outstanding and Exercisable (Details)
12 Months Ended
Jun. 30, 2023
$ / shares
shares
14 mo.  
Defined Contribution Plan Disclosure [Line Items]  
Weighted Average Remaining Contractual Life 14 months
Options Outstanding, Number | shares 10,000
Options Outstanding, Weighted Average Exercise Price $ 17.55
Options Exercisable, Number | shares 10,000
Options Exercisable, Weighted Average Exercise Price $ 17.55
55 mo.  
Defined Contribution Plan Disclosure [Line Items]  
Weighted Average Remaining Contractual Life 55 months
Options Outstanding, Number | shares 13,500
Options Outstanding, Weighted Average Exercise Price $ 37.31
Options Exercisable, Number | shares 13,500
Options Exercisable, Weighted Average Exercise Price $ 37.31
66 mo.  
Defined Contribution Plan Disclosure [Line Items]  
Weighted Average Remaining Contractual Life 66 months
Options Outstanding, Number | shares 17,500
Options Outstanding, Weighted Average Exercise Price $ 34.35
Options Exercisable, Number | shares 14,000
Options Exercisable, Weighted Average Exercise Price $ 34.35
80 mo.  
Defined Contribution Plan Disclosure [Line Items]  
Weighted Average Remaining Contractual Life 80 months
Options Outstanding, Number | shares 19,500
Options Outstanding, Weighted Average Exercise Price $ 37.40
Options Exercisable, Number | shares 11,700
Options Exercisable, Weighted Average Exercise Price $ 37.40
91 mo.  
Defined Contribution Plan Disclosure [Line Items]  
Weighted Average Remaining Contractual Life 91 months
Options Outstanding, Number | shares 29,000
Options Outstanding, Weighted Average Exercise Price $ 34.91
Options Exercisable, Number | shares 11,600
Options Exercisable, Weighted Average Exercise Price $ 34.91
103 mo.  
Defined Contribution Plan Disclosure [Line Items]  
Weighted Average Remaining Contractual Life 103 months
Options Outstanding, Number | shares 14,500
Options Outstanding, Weighted Average Exercise Price $ 53.82
Options Exercisable, Number | shares 2,900
Options Exercisable, Weighted Average Exercise Price $ 53.82
109 mo.  
Defined Contribution Plan Disclosure [Line Items]  
Weighted Average Remaining Contractual Life 109 months
Options Outstanding, Number | shares 7,500
Options Outstanding, Weighted Average Exercise Price $ 46.59
Options Exercisable, Weighted Average Exercise Price $ 46.59
116 mo.  
Defined Contribution Plan Disclosure [Line Items]  
Weighted Average Remaining Contractual Life 116 months
Options Outstanding, Number | shares 36,500
Options Outstanding, Weighted Average Exercise Price $ 46.94
Options Exercisable, Weighted Average Exercise Price $ 46.94
v3.23.2
Income Taxes - Schedule of net deferred tax assets (Details) - USD ($)
$ in Thousands
Jun. 30, 2023
Jun. 30, 2022
Deferred tax assets:    
Provision for losses on loans $ 12,101 $ 7,761
Accrued compensation and benefits 974 828
NOL carry forwards acquired 709 57
Low income tax credit carry forward 1,192  
Unrealized loss on other real estate 818 72
Unrealized loss on available for sale securities 6,174 4,921
Total deferred tax assets 21,968 13,639
Deferred tax liabilities:    
Purchase accounting adjustments 2,348 224
Depreciation 4,276 1,974
FHLB stock dividends 120 120
Prepaid expenses 728 415
Other 1,636 181
Total deferred tax liabilities 9,108 2,914
Net deferred tax asset $ 12,860 $ 10,725
v3.23.2
Income Taxes - Reconciliation of income tax expense at statutory rate (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Jun. 30, 2023
Mar. 31, 2023
Dec. 31, 2022
Sep. 30, 2022
Jun. 30, 2022
Mar. 31, 2022
Dec. 31, 2021
Sep. 30, 2021
Jun. 30, 2021
Mar. 31, 2021
Dec. 31, 2020
Sep. 30, 2020
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Effective Income Tax Rate Reconciliation, Amount [Abstract]                              
Tax at statutory rate                         $ 10,387 $ 12,580 $ 12,538
Nontaxable municipal income                         (327) (349) (453)
State tax, net of Federal benefit                         46 812 1,018
Cash surrender value of Bank-owned life insurance                         (318) (245) (378)
Tax credit benefits                         (19) (45) (11)
Other, net                         457 (18) (189)
TOTAL INCOME TAXES $ 3,939 $ 578 $ 3,267 $ 2,442 $ 3,602 $ 2,358 $ 3,288 $ 3,487 $ 3,529 $ 3,096 $ 3,153 $ 2,747 $ 10,226 $ 12,735 $ 12,525
v3.23.2
Income Taxes - Additional Information (Details) - USD ($)
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Income Taxes      
Interest or penalties on income taxes $ 0 $ 0  
Federal Net Operating Loss Carryforwards 3,200,000    
State Net Operating Loss Carryforwards $ 0    
Effective Income Tax Rate Reconciliation, at Federal Statutory Income Tax Rate, Percent 21.00% 21.00% 21.00%
v3.23.2
Accumulated Other Comprehensive Income (AOCI) - Components of AOCI (Details) - USD ($)
$ in Thousands
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Jun. 30, 2020
Accumulated Other Comprehensive Income (Loss) [Line Items]        
AOCI, included in stockholders' equity $ (28,095) $ (22,404)    
Tax effect 6,170 4,917    
Net of tax amount 446,058 320,772 $ 283,423 $ 258,347
Net unrealized loss on securities available-for-sale        
Accumulated Other Comprehensive Income (Loss) [Line Items]        
AOCI, included in stockholders' equity (28,062) (22,366)    
Net unrealized gain on securities available-for-sale securities for which a portion of an other-than-temporary impairment has been recognized in income        
Accumulated Other Comprehensive Income (Loss) [Line Items]        
AOCI, included in stockholders' equity (1) (1)    
Unrealized gain from defined benefit pension plan        
Accumulated Other Comprehensive Income (Loss) [Line Items]        
AOCI, included in stockholders' equity (32) (37)    
Accumulated Other Comprehensive Income (Loss)        
Accumulated Other Comprehensive Income (Loss) [Line Items]        
Net of tax amount $ (21,925) $ (17,487) $ 2,882 $ 4,447
v3.23.2
Accumulated Other Comprehensive Income (AOCI) - Reclassification out of AOCI (Details) - Reclassification out of Accumulated Other Comprehensive Income. - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Accumulated Other Comprehensive Income (Loss) [Line Items]    
Amortization of defined benefit pension items $ 5 $ (11)
Defined Benefit Plan, Net Periodic Benefit (Cost) Credit, Amortization of Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Compensation and benefits Compensation and benefits
Total reclassified amount before tax $ 5 $ (11)
Provision for income tax    
Accumulated Other Comprehensive Income (Loss) [Line Items]    
Tax benefit 1 (2)
Net Income    
Accumulated Other Comprehensive Income (Loss) [Line Items]    
Total reclassification out of AOCI $ 4 $ (9)
v3.23.2
Stockholders' Equity and Regulatory Capital (Details)
$ in Thousands
Jun. 30, 2023
USD ($)
Jun. 30, 2022
USD ($)
Southern Bank | Total Capital (to Risk-Weighted Assets)    
Capital $ 454,699 $ 352,169
Capital to Risk Weighted Assets 0.1177 0.1290
Capital Required for Capital Adequacy $ 308,932 $ 218,397
Capital Required for Capital Adequacy to Risk Weighted Assets 0.0800 0.0800
Capital Required to be Well Capitalized $ 386,166 $ 272,996
Capital Required to be Well Capitalized to Risk Weighted Assets 0.1000 0.1000
Southern Bank | Tier I Capital (to Risk-Weighted Assets)    
Capital $ 407,764 $ 325,183
Capital to Risk Weighted Assets 0.1056 0.1191
Capital Required for Capital Adequacy $ 231,699 $ 163,797
Capital Required for Capital Adequacy to Risk Weighted Assets 0.0600 0.0600
Capital Required to be Well Capitalized $ 308,932 $ 218,397
Capital Required to be Well Capitalized to Risk Weighted Assets 0.0800 0.0800
Southern Bank | Tier I Capital (to Average Assets)    
Capital $ 407,764 $ 325,183
Capital to Risk Weighted Assets 0.0954 0.1022
Capital Required for Capital Adequacy $ 170,942 $ 127,333
Capital Required for Capital Adequacy to Risk Weighted Assets 0.0400 0.0400
Capital Required to be Well Capitalized $ 213,677 $ 159,167
Capital Required to be Well Capitalized to Risk Weighted Assets 0.0500 0.0500
Southern Bank | Common Equity Tier I Capital (to Risk-Weighted Assets)    
Capital $ 407,764 $ 325,183
Capital to Risk Weighted Assets 0.1056 0.1191
Capital Required for Capital Adequacy $ 173,774 $ 122,848
Capital Required for Capital Adequacy to Risk Weighted Assets 0.0450 0.0450
Capital Required to be Well Capitalized $ 251,008 $ 177,447
Capital Required to be Well Capitalized to Risk Weighted Assets 0.0650 0.0650
Consolidated | Total Capital (to Risk-Weighted Assets)    
Capital $ 481,236 $ 370,013
Capital to Risk Weighted Assets 0.1252 0.1342
Capital Required for Capital Adequacy $ 307,528 $ 220,558
Capital Required for Capital Adequacy to Risk Weighted Assets 0.0800 0.0800
Consolidated | Tier I Capital (to Risk-Weighted Assets)    
Capital $ 426,644 $ 335,316
Capital to Risk Weighted Assets 0.1110 0.1216
Capital Required for Capital Adequacy $ 230,646 $ 165,418
Capital Required for Capital Adequacy to Risk Weighted Assets 0.0600 0.0600
Consolidated | Tier I Capital (to Average Assets)    
Capital $ 426,644 $ 335,316
Capital to Risk Weighted Assets 0.0995 0.1041
Capital Required for Capital Adequacy $ 171,470 $ 128,822
Capital Required for Capital Adequacy to Risk Weighted Assets 0.0400 0.0400
Consolidated | Common Equity Tier I Capital (to Risk-Weighted Assets)    
Capital $ 411,196 $ 319,971
Capital to Risk Weighted Assets 0.1070 0.1161
Capital Required for Capital Adequacy $ 172,985 $ 124,064
Capital Required for Capital Adequacy to Risk Weighted Assets 0.0450 0.0450
v3.23.2
Stockholders' Equity and Regulatory Capital - Additional Information (Details)
$ in Thousands
12 Months Ended
Jun. 30, 2023
USD ($)
Jun. 30, 2022
USD ($)
Apr. 30, 2021
Apr. 30, 2020
Jan. 01, 2020
USD ($)
Capital conservation buffer ratio 0.025        
Amount of distributions as dividend of equity $ 29,900        
Assets $ 4,360,211 $ 3,214,782      
Minimum          
Assets         $ 10,000,000
Tier I Capital (to Risk-Weighted Assets) | Maximum          
Minimum leverage ratio         0.09
Community Bank Leverage Ratio | Maximum          
Ratio of risk-based capital 9        
2021 Year | Community Bank Leverage Ratio | Minimum          
Minimum leverage ratio     0.085    
2021 Year After | Community Bank Leverage Ratio | Minimum          
Minimum leverage ratio       0.09  
v3.23.2
Commitments and Contingencies - Standby Letters of Credit: Letters of Credit (Details) - USD ($)
$ in Millions
Jun. 30, 2023
Jun. 30, 2022
Commitments and Contingencies Disclosure [Abstract]    
Letters of credit outstanding amount $ 7.1 $ 3.7
v3.23.2
Commitments and Contingencies - Off-balance-sheet and Credit Risk (Details) - USD ($)
$ in Millions
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Unused Commitments to Extend Credit $ 912.0 $ 707.7
Commitments to originate fixed rate loans $ 213.3  
Weighted-average rate 6.07%  
Commitments extended period 30 days  
Diversified portfolio, loans $ 1,500.0  
Minimum    
Term 12 months  
Commitments to originate fixed rate loans rates 3.95%  
Maximum    
Term 24 months  
Commitments to originate fixed rate loans rates 11.00%  
v3.23.2
Earnings Per Share - Schedule of computation of basic and diluted earnings per share (Details) - USD ($)
$ / shares in Units, $ in Thousands
3 Months Ended 12 Months Ended
Jun. 30, 2023
Mar. 31, 2023
Dec. 31, 2022
Sep. 30, 2022
Jun. 30, 2022
Mar. 31, 2022
Dec. 31, 2021
Sep. 30, 2021
Jun. 30, 2021
Mar. 31, 2021
Dec. 31, 2020
Sep. 30, 2020
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Earnings Per Share                              
Net Income                         $ 39,237 $ 47,169 $ 47,180
Less: distributed earnings allocated to participating securities                         (42) (30) (18)
Less: undistributed earnings allocated to participating securities                         (150) (165) (135)
Net income available to common shareholders                         $ 39,045 $ 46,974 $ 47,027
Weighted-average shares outstanding                         10,124,766 8,994,022 9,007,814
Effect of dilutive securities stock options or awards                         17,033 17,122 2,923
Denominator for diluted earnings per share                         10,141,799 9,011,144 9,010,737
Basic earnings per share available to common stockholders $ 1.37 $ 0.22 $ 1.26 $ 1.04 $ 1.41 $ 1.03 $ 1.35 $ 1.43 $ 1.53 $ 1.27 $ 1.33 $ 1.09 $ 3.86 $ 5.22 $ 5.22
Diluted earnings per share available to common stockholders $ 1.37 $ 0.22 $ 1.26 $ 1.04 $ 1.41 $ 1.03 $ 1.34 $ 1.43 $ 1.53 $ 1.27 $ 1.32 $ 1.09 $ 3.85 $ 5.21 $ 5.22
v3.23.2
Earnings Per Share - Additional information (Details) - shares
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Employee Stock Option [Member]      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive securities excluded from the computation of diluted earnings per share 66,607 22,750 99,825
Restricted Stock      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive securities excluded from the computation of diluted earnings per share 66,607 22,750 99,825
v3.23.2
Business Combinations - Additional Information (Details)
12 Months Ended
Jan. 20, 2023
USD ($)
loan
Feb. 25, 2022
USD ($)
loan
Jun. 30, 2023
USD ($)
Jun. 30, 2022
USD ($)
Dec. 15, 2021
USD ($)
Goodwill     $ 50,773,000 $ 27,288,000  
Citizens          
Transaction value $ 133,169,000        
Identifiable intangible assets 24,645,000        
Goodwill 23,484,000        
Goodwill tax deductible 0        
Loan portfolio 461,500,000        
Fair value discount 14,100,000        
Fair value 419,500,000        
Gross $ 520,000,000.0        
Number of PCD loans identified | loan 48        
PCD loans $ 27,481,000        
Citizens | Noninterest expense          
Third-party acquisition-related costs incurred     $ 4,900,000    
Citizens | Core Deposits          
Identifiable intangible assets $ 22,100,000        
Acquired intangible assets useful life (in years) 10 years        
Citizens | Acquired trust and wealth management          
Identifiable intangible assets $ 2,600,000        
Acquired intangible assets useful life (in years) 10 years        
Fortune          
Transaction value   $ 35,548,000      
Identifiable intangible assets   1,602,000      
Goodwill   12,756,000      
Goodwill tax deductible   0      
Business Combination, Separately Recognized Transactions, Additional Disclosures, Acquisition Cost Expensed, Financial Statement Caption     noninterest expense noninterest expense  
Loan portfolio   204,100,000      
Fair value discount   2,100,000      
Fair value   187,000,000.0      
Gross   $ 211,000,000.0      
Number of PCD loans identified | loan   31      
PCD loans   $ 15,055,000      
Fortune | Noninterest expense          
Third-party acquisition-related costs incurred     $ 45,000 $ 1,400,000  
Fortune | Core Deposits          
Identifiable intangible assets   $ 1,600,000      
Acquired intangible assets useful life (in years)   7 years      
First National Bank, Cairo          
Identifiable intangible assets         $ 168,000
Goodwill         $ 442,000
Third-party acquisition-related costs incurred     $ 0 $ 50,000  
v3.23.2
Business Combinations - Purchase price for the citizens bancshares acquisition (Details) - USD ($)
$ in Thousands
Jan. 20, 2023
Jun. 30, 2023
Jun. 30, 2022
Recognized amounts of identifiable assets acquired and liabilities assumed      
Goodwill   $ 50,773 $ 27,288
Citizens      
Fair Value of Consideration Transferred      
Cash $ 34,889    
Common stock, at fair value 98,280    
Total consideration 133,169    
Recognized amounts of identifiable assets acquired and liabilities assumed      
Cash and cash equivalents 243,225    
Investment securities 226,451    
Loans 447,388    
Premises and equipment 23,430    
BOLI 21,733    
Identifiable intangible assets 24,645    
Miscellaneous other assets 9,366    
Deposits (851,140)    
Securities sold under agreements to repurchase (27,629)    
Miscellaneous other liabilities (7,784)    
Total identifiable net liabilities 109,685    
Goodwill $ 23,484    
v3.23.2
Business Combinations - Pro Forma (Details) - Citizens - USD ($)
$ in Thousands
5 Months Ended 12 Months Ended
Jun. 30, 2023
Jun. 30, 2023
Jun. 30, 2022
Business Acquisition [Line Items]      
Acquired business contributed revenues $ 11,600    
Acquired business contributed earnings $ 3,300    
Revenue   $ 183,878 $ 166,101
Earnings   $ 51,156 $ 56,856
v3.23.2
Business Combinations - Purchase price for the fortune financial acquisition (Details) - USD ($)
$ in Thousands
Feb. 25, 2022
Jun. 30, 2023
Jun. 30, 2022
Recognized amounts of identifiable assets acquired and liabilities assumed      
Goodwill   $ 50,773 $ 27,288
Fortune      
Fair Value of Consideration Transferred      
Cash $ 12,664    
Common stock, at fair value 22,884    
Total consideration 35,548    
Recognized amounts of identifiable assets acquired and liabilities assumed      
Cash and cash equivalents 34,280    
Interest bearing time deposits 2,300    
Loans 202,053    
Premises and equipment 7,690    
BOLI 3,720    
Identifiable intangible assets 1,602    
Miscellaneous other assets 3,512    
Deposits (213,670)    
FHLB Advances (9,681)    
Subordinated debt (7,800)    
Miscellaneous other liabilities (1,214)    
Total identifiable net liabilities 22,792    
Goodwill $ 12,756    
v3.23.2
Business Combinations - Purchase price for the cairo acquisition (Details) - USD ($)
$ in Thousands
Dec. 15, 2021
Jun. 30, 2023
Jun. 30, 2022
Recognized amounts of identifiable assets acquired and liabilities assumed      
Goodwill   $ 50,773 $ 27,288
First National Bank, Cairo      
Fair Value of Consideration Transferred      
Cash received $ (26,932)    
Recognized amounts of identifiable assets acquired and liabilities assumed      
Cash and cash equivalents 220    
Loans 408    
Premises and equipment 468    
Identifiable intangible assets 168    
Miscellaneous other assets 1    
Deposits (28,540)    
Miscellaneous other liabilities (99)    
Total identifiable net liabilities (27,374)    
Goodwill $ 442    
v3.23.2
Fair Value Measurements - Fair value of Assets Measured on a Recurring Basis and Nonrecurring Basis (Details) - USD ($)
$ in Thousands
Jun. 30, 2023
Jun. 30, 2022
Nonrecurring Measurements    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Foreclosed and repossessed assets held for sale $ 1,472  
Fair Value, Inputs, Level 3 | Nonrecurring Measurements    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Foreclosed and repossessed assets held for sale 1,472  
US States and Political Subdivisions Debt Securities [Member] | Recurring Measurements    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 42,568 $ 44,479
US States and Political Subdivisions Debt Securities [Member] | Fair Value, Inputs, Level 2 | Recurring Measurements    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 42,568 44,479
Corporate Segment [Member] | Recurring Measurements    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 32,538 19,887
Corporate Segment [Member] | Fair Value, Inputs, Level 2 | Recurring Measurements    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 32,538 19,887
Asset backed securities | Recurring Measurements    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 68,626  
Asset backed securities | Fair Value, Inputs, Level 2 | Recurring Measurements    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 68,626  
Other Debt Obligations [Member] | Recurring Measurements    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 3,570 443
Other Debt Obligations [Member] | Fair Value, Inputs, Level 2 | Recurring Measurements    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 3,570 443
Total MBS and CMOs | Recurring Measurements    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 270,252 170,585
Total MBS and CMOs | Fair Value, Inputs, Level 2 | Recurring Measurements    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities $ 270,252 $ 170,585
v3.23.2
Fair Value Measurements - Losses Recognized on Assets Measured on a Nonrecurring Basis (Details) - Nonrecurring Measurements - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total gains ( losses) on assets measured on a non-recurring basis $ 60 $ (503)
Foreclosed and repossessed assets held for sale    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total gains ( losses) on assets measured on a non-recurring basis $ 60 $ (503)
v3.23.2
Fair Value Measurements - Unobservable (Level 3) inputs (Details) - Nonrecurring Measurements - Fair Value, Inputs, Level 3 - Foreclosed and repossessed assets
$ in Thousands
12 Months Ended
Jun. 30, 2023
USD ($)
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]  
Fair Value Measurements Nonrecurring Unobservable Inputs $ 1,472
Fair Value Measurements Nonrecurring Weighted Average Discount Applied 14.9
Third party appraisal  
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]  
Fair Value Measurements Nonrecurring Valuation Technique Third party appraisal
Third party appraisal | Marketability discount  
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]  
Fair Value Measurements Nonrecurring Unobservable Inputs Marketability discount
Third party appraisal | Marketability discount | Minimum  
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]  
Fair Value Measurements Nonrecurring Range of discounts Applied 14.90%
Third party appraisal | Marketability discount | Maximum  
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]  
Fair Value Measurements Nonrecurring Range of discounts Applied 14.90%
v3.23.2
Fair Value Measurements - Schedule of financial instruments (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Financial assets    
Cash and cash equivalents $ 53,979 $ 86,792
Interest-bearing time deposits 1,242 4,768
Stock in FHLB 11,540 5,893
Stock in Federal Reserve Bank of St. Louis 9,061 5,790
Loans receivable, net 3,571,078 2,686,198
Accrued interest receivable 18,871 11,052
Financial liabilities    
Deposits 3,725,540 2,815,075
Advances from FHLB 133,514 37,957
Accrued interest payable 4,723 801
Subordinated debt 23,105 23,055
Fair Value, Inputs, Level 1    
Financial assets    
Cash and cash equivalents 53,979 86,792
Financial liabilities    
Deposits 2,661,479 2,176,444
Fair Value, Inputs, Level 2    
Financial assets    
Interest-bearing time deposits 1,242 4,768
Stock in FHLB 11,540 5,893
Stock in Federal Reserve Bank of St. Louis 9,061 5,790
Accrued interest receivable 18,871 11,052
Financial liabilities    
Advances from FHLB 131,821 35,916
Accrued interest payable 4,723 801
Fair Value, Inputs, Level 3    
Financial assets    
Loans receivable, net 3,393,791 2,655,882
Financial liabilities    
Deposits 1,053,650 637,163
Subordinated debt $ 20,318 $ 22,070
v3.23.2
Condensed Parent Company Only Financial Statements - Balance Sheets (Details) - USD ($)
$ in Thousands
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Jun. 30, 2020
Cash and cash equivalents $ 53,979 $ 86,792    
TOTAL ASSETS 4,360,211 3,214,782    
Subordinated debt 23,105 23,055    
TOTAL LIABILITIES 3,914,153 2,894,010    
Stockholders' equity 446,058 320,772    
TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY 4,360,211 3,214,782    
Parent Company        
Cash and cash equivalents 13,442 8,964 $ 1,193 $ 4,576
Other assets 52,178 28,691    
Investment in common stock of Bank 404,247 306,549    
TOTAL ASSETS 469,867 344,204    
Accrued expenses and other liabilities 704 377    
Subordinated debt 23,105 23,055    
TOTAL LIABILITIES 23,809 23,432    
Stockholders' equity 446,058 320,772    
TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY $ 469,867 $ 344,204    
v3.23.2
Condensed Parent Company Only Financial Statements - Statements of Income (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Jun. 30, 2023
Mar. 31, 2023
Dec. 31, 2022
Sep. 30, 2022
Jun. 30, 2022
Mar. 31, 2022
Dec. 31, 2021
Sep. 30, 2021
Jun. 30, 2021
Mar. 31, 2021
Dec. 31, 2020
Sep. 30, 2020
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Interest income $ 54,283 $ 48,286 $ 38,851 $ 34,996 $ 31,572 $ 28,339 $ 28,096 $ 28,860 $ 27,532 $ 27,100 $ 27,871 $ 26,972 $ 176,416 $ 116,867 $ 109,475
Interest expense 18,065 14,519 10,600 6,487 3,814 3,225 3,038 3,223 3,586 3,951 4,344 4,908 49,671 13,300 16,789
NET INTEREST INCOME 36,218 33,767 28,251 28,509 27,758 25,114 25,058 25,637 23,946 23,149 23,527 22,064 126,745 103,567 92,686
Income tax benefit (3,939) (578) (3,267) (2,442) (3,602) (2,358) (3,288) (3,487) (3,529) (3,096) (3,153) (2,747) (10,226) (12,735) (12,525)
NET INCOME $ 15,560 $ 2,409 $ 11,664 $ 9,604 $ 13,084 $ 9,351 $ 11,985 $ 12,749 $ 13,688 $ 11,458 $ 12,048 $ 9,986 39,237 47,169 47,180
Parent Company                              
Interest income                         32 14 13
Interest expense                         1,439 686 534
NET INTEREST INCOME                         (1,407) (672) (521)
Dividends from Bank                         48,000 31,000 12,000
Operating expenses                         3,041 1,124 599
Income before income taxes and equity in undistributed income of the Bank                         43,552 29,204 10,880
Income tax benefit                         552 321 235
Income before equity in undistributed income of the Bank                         44,104 29,525 11,115
Equity in undistributed income of the Bank                         (4,867) 17,644 36,065
NET INCOME                         39,237 47,169 47,180
COMPREHENSIVE INCOME                         $ 34,799 $ 26,800 $ 45,615
v3.23.2
Condensed Parent Company Only Financial Statements - Cash Flows (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Jun. 30, 2023
Mar. 31, 2023
Dec. 31, 2022
Sep. 30, 2022
Jun. 30, 2022
Mar. 31, 2022
Dec. 31, 2021
Sep. 30, 2021
Jun. 30, 2021
Mar. 31, 2021
Dec. 31, 2020
Sep. 30, 2020
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Net Income (Loss) $ 15,560 $ 2,409 $ 11,664 $ 9,604 $ 13,084 $ 9,351 $ 11,985 $ 12,749 $ 13,688 $ 11,458 $ 12,048 $ 9,986 $ 39,237 $ 47,169 $ 47,180
NET CASH PROVIDED BY OPERATING ACTIVITIES                         62,023 67,342 51,762
NET CASH USED IN INVESTING ACTIVITIES                         (213,405) (303,928) (101,918)
Dividends on common stock                         8,632 7,194 5,598
NET CASH PROVIDED BY FINANCING ACTIVITIES                         118,552 199,803 119,503
(Decrease) increase in cash and cash equivalents                         (32,830) (36,783) 69,347
Cash and cash equivalents at beginning of period       86,792                 86,792    
Cash and cash equivalents at end of period 53,979       86,792               53,979 86,792  
Parent Company                              
Net Income (Loss)                         39,237 47,169 47,180
Equity in undistributed income of the Bank                         4,867 (17,644) (36,065)
Other adjustments, net                         388 (698) (559)
NET CASH PROVIDED BY OPERATING ACTIVITIES                         44,492 28,827 10,556
Investments in Bank subsidiaries                         (31,382) (8,024)  
NET CASH USED IN INVESTING ACTIVITIES                         (31,382) (8,024)  
Dividends on common stock                         (8,632) (7,194) (5,598)
Payments to acquire treasury stock                           (5,838) (8,341)
NET CASH PROVIDED BY FINANCING ACTIVITIES                         (8,632) (13,032) (13,939)
(Decrease) increase in cash and cash equivalents                         4,478 7,771 (3,383)
Cash and cash equivalents at beginning of period       $ 8,964       $ 1,193       $ 4,576 8,964 1,193 4,576
Cash and cash equivalents at end of period $ 13,442       $ 8,964       $ 1,193       $ 13,442 $ 8,964 $ 1,193
v3.23.2
Quarterly Financial Data (Unaudited) - Summary of Quarterly Operating Data (Details) - USD ($)
$ / shares in Units, $ in Thousands
3 Months Ended 12 Months Ended
Jun. 30, 2023
Mar. 31, 2023
Dec. 31, 2022
Sep. 30, 2022
Jun. 30, 2022
Mar. 31, 2022
Dec. 31, 2021
Sep. 30, 2021
Jun. 30, 2021
Mar. 31, 2021
Dec. 31, 2020
Sep. 30, 2020
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Quarterly Financial Data (Unaudited)                              
Interest income $ 54,283 $ 48,286 $ 38,851 $ 34,996 $ 31,572 $ 28,339 $ 28,096 $ 28,860 $ 27,532 $ 27,100 $ 27,871 $ 26,972 $ 176,416 $ 116,867 $ 109,475
Interest expense 18,065 14,519 10,600 6,487 3,814 3,225 3,038 3,223 3,586 3,951 4,344 4,908 49,671 13,300 16,789
NET INTEREST INCOME 36,218 33,767 28,251 28,509 27,758 25,114 25,058 25,637 23,946 23,149 23,527 22,064 126,745 103,567 92,686
Provision (benefit) for credit / loan losses 795 10,072 1,138 5,056 240 1,552   (305) (2,615) (409) 1,000 1,000 17,061 1,487 (1,024)
Noninterest income 8,951 6,284 5,456 5,513 6,499 4,904 5,285 4,515 4,857 4,524 5,720 4,941 26,204 21,203 20,042
Noninterest expense 24,875 26,992 17,638 16,920 17,331 16,757 15,070 14,221 14,201 13,528 13,046 13,272 86,425 63,379 54,047
Income before income taxes 19,499 2,987 14,931 12,046 16,686 11,709 15,273 16,236 17,217 14,554 15,201 12,733 49,463 59,904 59,705
Income tax expense 3,939 578 3,267 2,442 3,602 2,358 3,288 3,487 3,529 3,096 3,153 2,747 10,226 12,735 12,525
NET INCOME $ 15,560 $ 2,409 $ 11,664 $ 9,604 $ 13,084 $ 9,351 $ 11,985 $ 12,749 $ 13,688 $ 11,458 $ 12,048 $ 9,986 $ 39,237 $ 47,169 $ 47,180
Basic earnings per share $ 1.37 $ 0.22 $ 1.26 $ 1.04 $ 1.41 $ 1.03 $ 1.35 $ 1.43 $ 1.53 $ 1.27 $ 1.33 $ 1.09 $ 3.86 $ 5.22 $ 5.22
Diluted earnings per share $ 1.37 $ 0.22 $ 1.26 $ 1.04 $ 1.41 $ 1.03 $ 1.34 $ 1.43 $ 1.53 $ 1.27 $ 1.32 $ 1.09 $ 3.85 $ 5.21 $ 5.22
v3.23.2
Pay vs Performance Disclosure - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Jun. 30, 2023
Mar. 31, 2023
Dec. 31, 2022
Sep. 30, 2022
Jun. 30, 2022
Mar. 31, 2022
Dec. 31, 2021
Sep. 30, 2021
Jun. 30, 2021
Mar. 31, 2021
Dec. 31, 2020
Sep. 30, 2020
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Pay vs Performance Disclosure                              
Net Income (Loss) $ 15,560 $ 2,409 $ 11,664 $ 9,604 $ 13,084 $ 9,351 $ 11,985 $ 12,749 $ 13,688 $ 11,458 $ 12,048 $ 9,986 $ 39,237 $ 47,169 $ 47,180
v3.23.2
Insider Trading Arrangements
12 Months Ended
Jun. 30, 2023
Trading Arrangements, by Individual  
Rule 10b5-1 Arrangement Adopted false
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false