SOUTHERN MISSOURI BANCORP, INC., 10-Q filed on 2/9/2021
Quarterly Report
v3.20.4
Document and Entity Information - shares
6 Months Ended
Dec. 31, 2020
Feb. 05, 2021
Document And Entity Information    
Document Type 10-Q  
Document Quarterly Report true  
Document Transition Report false  
Document Period End Date Dec. 31, 2020  
Entity Central Index Key 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  
Trading Symbol SMBC  
Security Exchange Name NASDAQ  
Entity Current Reporting Status Yes  
Interactive Data Current Yes  
Entity Filer Category Accelerated Filer  
Entity Small Business false  
Emerging Growth Company false  
Entity Shell Company false  
Entity Common Stock, Shares Outstanding   9,003,443
Current Fiscal Year End Date --06-30  
Document Fiscal Year Focus 2021  
Document Fiscal Period Focus Q2  
Amendment Flag false  
v3.20.4
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Dec. 31, 2020
Jun. 30, 2020
Assets    
Cash and cash equivalents $ 149,520 $ 54,245
Interest-bearing time deposits 976 974
Available for sale securities 181,146 176,524
Stock in FHLB of Des Moines 5,987 6,390
Stock in Federal Reserve Bank of St. Louis 5,017 4,363
Loans receivable, net of allowance for credit losses of $35,471 and $25,139 at December 31, 2020 and June 30, 2020, respectively 2,121,399 2,141,929
Accrued interest receivable 12,377 12,116
Premises and equipment, net 63,970 65,106
Bank owned life insurance - cash surrender value 43,268 43,363
Goodwill 14,089 14,089
Other intangible assets, net 7,364 7,700
Prepaid expenses and other assets 17,885 15,358
Total assets 2,622,998 2,542,157
Liabilities and Stockholders' Equity    
Deposits 2,265,087 2,184,847
Advances from FHLB 63,286 70,024
Accounts payable and other liabilities 10,637 12,151
Accrued interest payable 1,106 1,646
Subordinated debt 15,193 15,142
Total liabilities 2,355,309 2,283,810
Common stock, $.01 par value; 25,000,000 shares authorized; 9,343,974 and 9,345,339 shares issued at December 31, 2020 and June 30, 2020, respectively 93 93
Additional paid-in capital 95,109 95,035
Retained earnings 177,861 165,709
Treasury stock of 308,742 and 217,949 shares at December 31, 2020 and June 30, 2020, respectively, at cost (9,575) (6,937)
Accumulated other comprehensive income 4,201 4,447
Total stockholders' equity 267,689 258,347
Total liabilities and stockholders' equity $ 2,622,998 $ 2,542,157
v3.20.4
CONDENSED CONSOLIDATED BALANCE SHEETS (Parenthetical) - USD ($)
$ in Thousands
Dec. 31, 2020
Jun. 30, 2020
CONDENSED CONSOLIDATED BALANCE SHEETS    
Loans receivable, net of allowance for credit losses $ 35,471 $ 25,139
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 9,343,974 9,345,339
Treasury Stock 308,742 217,949
v3.20.4
CONDENSED CONSOLIDATED STATEMENTS OF INCOME - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2020
Dec. 31, 2019
Dec. 31, 2020
Dec. 31, 2019
INTEREST INCOME:        
Loans $ 26,826 $ 25,421 $ 52,732 $ 51,060
Investment securities 519 503 1,009 1,023
Mortgage-backed securities 478 691 1,012 1,408
Other interest-earning assets 48 31 89 77
Total interest income 27,871 26,646 54,842 53,568
INTEREST EXPENSE:        
Deposits 3,863 6,448 8,253 13,026
Advances from FHLB 347 573 727 1,095
Note payable   34   71
Subordinated debt 134 214 271 439
Total interest expense 4,344 7,269 9,251 14,631
NET INTEREST INCOME 23,527 19,377 45,591 38,937
PROVISION FOR CREDIT LOSSES 612 388 1,385 1,284
NET INTEREST INCOME AFTER PROVISION FOR CREDIT LOSSES 22,915 18,989 44,206 37,653
NONINTEREST INCOME:        
Deposit account charges and related fees 1,360 1,632 2,699 3,055
Bank card interchange income 836 650 1,666 1,401
Loan late charges 138 121 280 267
Loan servicing fees 368 103 678 233
Other loan fees 305 354 632 597
Net realized gains on sale of loans 1,390 203 2,596 476
Earnings on bank owned life insurance 974 253 1,254 507
Other income 349 357 856 626
Total noninterest income 5,720 3,673 10,661 7,162
NONINTEREST EXPENSE:        
Compensation and benefits 7,545 6,993 15,265 14,118
Occupancy and equipment, net 1,866 1,769 3,837 3,621
Data processing expense 1,175 1,052 2,237 1,937
Telecommunications expense 308 320 622 641
Deposit insurance premiums 218   419  
Legal and professional fees 236 239 434 422
Advertising 219 283 449 593
Postage and office supplies 195 178 388 361
Intangible amortization 338 441 718 882
Foreclosed property expenses/losses 38 25 88 73
Provision for off balance sheet credit exposure 388 362 615 216
Other operating expense 908 1,362 1,862 2,510
Total noninterest expense 13,434 13,024 26,934 25,374
INCOME BEFORE INCOME TAXES 15,201 9,638 27,933 19,441
INCOME TAXES 3,153 1,921 5,900 3,896
NET INCOME $ 12,048 $ 7,717 $ 22,033 $ 15,545
Basic earnings per common share $ 1.33 $ 0.84 $ 2.42 $ 1.69
Diluted earnings per common share 1.32 0.84 2.42 1.68
Dividends per common share $ 0.15 $ 0.15 $ 0.30 $ 0.30
v3.20.4
CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2020
Dec. 31, 2019
Dec. 31, 2020
Dec. 31, 2019
CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME        
Net income $ 12,048 $ 7,717 $ 22,033 $ 15,545
Other comprehensive income (loss):        
Unrealized gains (losses) on securities available-for-sale (493) 247 (315) 513
Tax benefit (expense) 108 (54) 69 (113)
Total other comprehensive income (385) 193 (246) 400
Comprehensive income $ 11,663 $ 7,910 $ 21,787 $ 15,945
v3.20.4
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
$ in Thousands
Common Stock
Additional Paid-in Capital
Retained Earnings
Treasury Stock
AOCI Attributable to Parent
Total
Beginning Balance at Jun. 30, 2019 $ 93 $ 94,541 $ 143,677 $ (1,166) $ 1,247 $ 238,392
Net Income     15,545     15,545
Change in unrealized gain on available for sale securities         400 400
Dividends paid on common stock ($.15 per share)     (2,763)     (2,763)
Stock option expense   31       31
Stock grant expense   46       46
Exercise of stock options   32       32
Treasury stock purchased       (2,814)   (2,814)
Ending Balance at Dec. 31, 2019 93 94,650 156,459 (3,980) 1,647 248,869
Beginning Balance at Sep. 30, 2019 93 94,572 150,123 (3,980) 1,454 242,262
Net Income     7,717     7,717
Change in unrealized gain on available for sale securities         193 193
Dividends paid on common stock ($.15 per share)     (1,381)     (1,381)
Stock option expense   14       14
Stock grant expense   32       32
Exercise of stock options   32       32
Ending Balance at Dec. 31, 2019 93 94,650 156,459 (3,980) 1,647 248,869
Beginning Balance at Jun. 30, 2020 93 95,035 165,709 (6,937) 4,447 258,347
Impact of ASU 2016-13 adoption     (7,151)     (7,151)
Net Income     22,033     22,033
Change in unrealized gain on available for sale securities         (246) (246)
Dividends paid on common stock ($.15 per share)     (2,730)     (2,730)
Stock option expense   74       74
Treasury stock purchased       (2,638)   (2,638)
Ending Balance at Dec. 31, 2020 93 95,109 177,861 (9,575) 4,201 267,689
Beginning Balance at Sep. 30, 2020 93 95,058 167,175 (6,937) 4,586 259,975
Net Income     12,048     12,048
Change in unrealized gain on available for sale securities         (385) (385)
Dividends paid on common stock ($.15 per share)     (1,362)     (1,362)
Stock option expense   51       51
Treasury stock purchased       (2,638)   (2,638)
Ending Balance at Dec. 31, 2020 $ 93 $ 95,109 $ 177,861 $ (9,575) $ 4,201 $ 267,689
v3.20.4
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY (Parenthetical) - $ / shares
3 Months Ended 6 Months Ended
Dec. 31, 2020
Dec. 31, 2019
Dec. 31, 2020
Dec. 31, 2019
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY        
Dividends paid on common stock $ 0.15 $ 0.15 $ 0.30 $ 0.30
v3.20.4
CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
6 Months Ended
Dec. 31, 2020
Dec. 31, 2019
Cash Flows From Operating Activities:    
Net Income $ 22,033 $ 15,545
Items not requiring (providing) cash:    
Depreciation 2,018 1,870
Loss on disposal of fixed assets 27 331
Stock option and stock grant expense 74 109
Loss (gain) on sale/write-down of REO 23 (47)
Amortization of intangible assets 718 882
Accretion of purchase accounting adjustments (709) (919)
Increase in cash surrender value of bank owned life insurance (BOLI) (1,254) (507)
PROVISION FOR CREDIT LOSSES 1,385 1,284
Net amortization of premiums and discounts on securities 914 594
Originations of loans held for sale (98,827) (17,504)
Proceeds from sales of loans held for sale 98,233 17,696
Gain on sales of loans held for sale (2,596) (476)
Changes in:    
Accrued interest receivable (261) (1,103)
Prepaid expenses and other assets 2,265 (781)
Accounts payable and other liabilities (3,629) 853
Deferred income taxes 28 13
Accrued interest payable (540) (174)
Net cash provided by operating activities 19,902 17,666
Cash flows from investing activities:    
Net decrease (increase) in loans 13,239 (77,289)
Net change in interest-bearing deposits (4) (2)
Proceeds from maturities of available for sale securities 29,826 21,740
Net redemptions of Federal Home Loan Bank stock 403  
Net purchases of Federal Reserve Bank of St. Louis stock (654) (2,939)
Purchases of available-for-sale securities (35,674) (32,130)
Purchases of premises and equipment (1,020) (2,647)
Investments in state & federal tax credits (1,051) (599)
Proceeds from sale of fixed assets 72 155
Proceeds from sale of foreclosed assets 766 999
Proceeds from BOLI claims 1,351  
Net cash provided by (used in) investing activities 7,254 (92,712)
Cash flows from financing activities:    
Net increase in demand deposits and savings accounts 132,558 37,571
Net decrease in certificates of deposits (52,297) (16,605)
Net decrease in securities sold under agreements to repurchase   (4,376)
Proceeds from Federal Home Loan Bank advances 110,100 313,850
Repayments of Federal Home Loan Bank advances (116,874) (244,174)
Purchase of treasury stock (2,638) (2,814)
Dividends paid on common stock (2,730) (2,763)
Net cash provided by financing activities 68,119 80,689
Increase in cash and cash equivalents 95,275 5,643
Cash and cash equivalents at beginning of period 54,245 35,400
Cash and cash equivalents at end of period 149,520 41,043
Noncash investing and financing activities:    
Conversion of loans to foreclosed real estate 607 365
Conversion of loans to repossessed assets 363 59
Right of use assets obtained in exchange for lease obligations: Operating Leases   1,996
Cash paid during the period for:    
Interest (net of interest credited) 1,510 2,223
Income taxes $ 6,776 $ 711
v3.20.4
Basis of Presentation
6 Months Ended
Dec. 31, 2020
Basis of Presentation  
Basis of Presentation

Note 1:  Basis of Presentation

The accompanying unaudited interim consolidated financial statements have been prepared in accordance with accounting principles generally accepted in the United States of America for interim financial information and with the instructions to Form 10-Q and Rule 10-01 of Securities and Exchange Commission (SEC) Regulation S-X. Accordingly, they do not include all of the information and footnotes required by accounting principles generally accepted in the United States of America for complete financial statements. In the opinion of management, all material adjustments (consisting only of normal recurring accruals) considered necessary for a fair presentation have been included. The condensed consolidated balance sheet of the Company as of June 30, 2020, has been derived from the audited consolidated balance sheet of the Company as of that date. Operating results for the three- and six- month periods ended December 31, 2020, are not necessarily indicative of the results that may be expected for the entire fiscal year. For additional information, refer to the audited consolidated financial statements included in the Company’s June 30, 2020 Form 10-K, which was filed with the SEC.

The accompanying condensed consolidated financial statements include the accounts of the Company and its wholly-owned subsidiaries. All significant intercompany accounts and transactions have been eliminated in consolidation.

v3.20.4
Organization and Summary of Significant Accounting Policies
6 Months Ended
Dec. 31, 2020
Organization and Summary of Significant Accounting Policies  
Organization and Summary of Significant Accounting Policies

Note 2:  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 the SB Real Estate Investments, LLC, and has other preferred shareholders in order to meet the requirements to be a REIT. At December 31, 2020, assets of the REIT were approximately $916 million, 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 through December 31, 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.

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 $100 million and $7 million at December 31 and June 30, 2020, respectively. The deposits are held in various commercial banks with a total of $291,000 and $319,000 exceeding the FDIC’s deposit insurance limits at December 31 and June 30, 2020, 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 seven 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, 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.

At adoption of ASU 2016-13, no impairment on AFS securities was attributable to credit. The Company will evaluate impaired AFS securities at the individual level on a quarterly basis, and will consider such 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 December 31, 2020, and June 30, 2020.

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. 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. In the event that collection of principal becomes uncertain, the Company has policies in place to reverse accrued interest in a timely manner. Therefore, the Company has made a policy election to exclude accrued interest from the measurement of ACL. The Company complies with regulatory guidance which indicates that loans should be placed on 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. At December 31, 2020, some loans were modified under the terms of the Coronavirus Aid, Relief and Economic Security Act (the CARES Act), which provides that loans modified after March 1, 2020, due to the COVID-19 pandemic, and which were otherwise current at December 31, 2019, need not be accounted for as troubled debt restructurings (TDRs). While these loans may not have met the contractual due dates of payments under their previous terms, so long as they were compliant with the terms of the modification made under the CARES Act, they would not have been reported as delinquent at June 30 or December 31, 2020. See further disclosure in Note 4: Loans and Allowance for Credit Losses. 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 balance 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 assesses past events and current conditions based on the trailing eight quarters of activity, and incorporates a reasonable and supportable forecast period of four quarters, with an immediate reversion to 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 23 pools, which are homogeneous groups of loans that possess similar loss potential characteristics. The Company utilizes the discounted cash flow (“DCF”) methodology for measurement of the required ACL for all loan pools. The DCF model implements probability of default (“PD”) and loss given default (“LGD”) calculations at the instrument level. PD and LGD are determined from the Company’s historical experience over a period of approximately five years. 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. Prepayments, curtailments, and recovery lag have been determined to not have a material impact on estimated credit losses, historically.

Prior to the July 1, 2020, adoption of ASU 2016-13, the allowance for loan and lease losses (ALLL) represented management’s best estimate of probable losses in the existing loan portfolio at the end of the reporting period. Integral to the methodology for determining the adequacy of the ALLL was portfolio segmentation and impairment measurement. Under the Company’s methodology, loans were first segmented into 1) those comprising large groups of homogeneous loans which are collectively evaluated for impairment and 2) all other loans which are individually evaluated. Those loans in the second category were further segmented utilizing a defined grading system which involves categorizing loans by severity of risk based on conditions that may affect the ability of the borrowers to repay their debt, such as current financial information, collateral valuations, historical payment experience, credit documentation, public information, and current trends. Loans were considered impaired if, based on current information and events, it was considered probable that the Company would be unable to collect the scheduled payments of principal or interest when due according to the contractual terms of the loan agreement, and was generally based on the fair value, less estimated costs to sell, of the loan’s collateral. If the loan was not collateral-dependent, the measurement of impairment was based on the present value of expected future cash flows discounted at the historical effective interest rate, or the observable market price of the loan. Impairment identified through this evaluation process was a component of the ALLL. If a loan was not considered impaired, it was grouped together with loans having similar characteristics (i.e., the same risk grade), and an ALLL was based upon a quantitative factor (historical average charge-offs) and qualitative factors such as changes in lending policies; national, regional, and local economic conditions; changes in mix and volume of portfolio; experience, ability, and depth of lending management and staff; entry to new markets; levels and trends of delinquent, nonaccrual, special mention, and classified loans; concentrations of credit; changes in collateral values; agricultural economic conditions; and regulatory risk.

Prior to the July 1, 2020, adoption of ASU 2016-13, loans acquired in an acquisition that had evidence of credit quality deterioration since origination and for which it was probable that the Company would be unable to collect all contractually required payments receivable were considered purchased credit impaired (“PCI”). PCI loans were individually evaluated and recorded at fair value at the date of acquisition with no initial ALLL based on a DCF methodology that considered various factors including the type of loan and related collateral, classification status, fixed or variable interest rate, term of loan and whether or not the loan was amortizing, and a discount rate reflecting the Company’s assessment of risk inherent in the cash flow estimates. The difference between the DCFs expected at acquisition and the investment in the loan, or the “accretable yield,” was recognized as interest income on a level-yield method over the life of the loan. Contractually required payments for interest and principal that exceed the DCFs expected at acquisition, or the “non-accretable difference,” were not recognized on the balance sheet and did not result in any yield adjustments, loss accruals or valuation allowances. Increases in expected cash flows, including prepayments, subsequent to the initial investment were recognized prospectively through adjustment of the yield on the loan over its remaining life. Decreases in expected cash flows were recognized as impairment. ALLL on PCI loans reflected only losses incurred after the acquisition (meaning the present value of all cash flows expected at acquisition that ultimately were not to be received).

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, through a charge to credit loss expense for off-balance sheet credit exposures included in other non-interest expense in the Company’s consolidated statements of income.

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 and accelerated methods 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 financial statements. As of June 30, 2020, there was no impairment indicated, based on a qualitative assessment of goodwill, which considered: the decline in the market value of the Company’s common stock, relative to peers; concentrations of credit; profitability; nonperforming assets; capital levels; and results of recent regulatory examinations. The Company believes there continues to be no impairment of goodwill at December 31, 2020.

Intangible Assets. The Company’s intangible assets at December 31, 2020 included gross core deposit intangibles of $15.3 million with $9.4 million accumulated amortization, gross other identifiable intangibles of $3.8 million with accumulated amortization of $3.8 million, and mortgage servicing rights of $1.5 million. At June 30, 2020, the Company’s intangible assets included gross core deposit intangibles of $15.3 million with $8.7 million accumulated amortization, gross other identifiable intangibles of $3.8 million with accumulated amortization of $3.8 million, and mortgage servicing rights of $1.1 million. The Company’s core deposit intangible assets are being amortized using the straight line method, over periods ranging from five to seven years, with amortization expense expected to be approximately $677,000 in the remainder of fiscal 2021, $1.4 million in fiscal 2022 through fiscal 2024, $807,000 in fiscal 2025, and $328,000 thereafter. As of June 30, 2020, there was no impairment indicated, and the Company believes there continues to be no impairment of other intangible assets at December 31, 2020.

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 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 Management and Recognition Plan (MRP), 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.

Outside Directors’ Retirement. The Bank adopted a directors’ retirement plan in April 1994 for outside directors. The directors’ retirement plan provides that each 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, whether before or after the reorganization date.

In the event that the participant dies before collecting any or all of the benefits, the Bank shall pay the participant’s beneficiary. No benefits shall 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, net of applicable income taxes. Other comprehensive income includes unrealized appreciation on available-for-sale securities, 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.

New Accounting Pronouncements:

In August 2018, the FASB issued ASU 2018-13, Fair Value Measurement (Topic 820) - Disclosure Framework-Changes to the Disclosure Requirements for Fair Value Measurement. ASU 2018-13 modifies the disclosure requirements on fair value measurements in Topic 820. The amendments in this update remove disclosures that no longer are considered cost beneficial, modify/clarify the specific requirements of certain disclosures, and add disclosure requirements identified as relevant. ASU 2018-13 is effective for fiscal years beginning after December 15, 2019, with early adoption permitted for certain removed and modified disclosures. Adoption of this standard did not have a significant impact on the Company’s consolidated financial statements.

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 has 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 may be 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.

v3.20.4
Securities
6 Months Ended
Dec. 31, 2020
Securities  
Securities

Note 3:  Securities

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

December 31, 2020

 

 

Gross

 

Gross

 

Allowance

Estimated

 

Amortized

 

Unrealized

 

Unrealized

 

for

 

Fair

(dollars in thousands)

    

Cost

    

Gains

    

Losses

    

Credit Losses

    

Value

Investment and mortgage backed securities:

State and political subdivisions

$

46,785

$

1,689

$

$

$

48,474

Other securities

 

15,376

 

267

 

(334)

 

 

15,309

Mortgage-backed GSE residential

 

113,553

 

3,868

 

(58)

 

 

117,363

Total investments and mortgage-backed securities

$

175,714

$

5,824

$

(392)

$

$

181,146

June 30, 2020

 

 

Gross

 

Gross

Estimated

 

Amortized

 

Unrealized

 

Unrealized

 

Fair

(dollars in thousands)

    

Cost

    

Gains

    

Losses

    

Value

Investment and mortgage backed securities:

State and political subdivisions

$

40,486

$

1,502

$

$

41,988

Other securities

 

7,919

 

48

 

(343)

 

7,624

Mortgage-backed GSE residential

 

122,375

 

4,576

 

(39)

 

126,912

Total investment and mortgage-backed securities

$

170,780

$

6,126

$

(382)

$

176,524

The amortized cost and estimated fair value of investment and mortgage-backed 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 penalties.

December 31, 2020

 

Amortized

 

Estimated

(dollars in thousands)

    

Cost

    

Fair Value

Within one year

$

1,347

$

1,367

After one year but less than five years

 

11,055

 

11,230

After five years but less than ten years

 

23,718

 

24,326

After ten years

 

26,041

 

26,860

Total investment securities

 

62,161

 

63,783

Mortgage-backed securities

 

113,553

 

117,363

Total investment and mortgage-backed securities

$

175,714

$

181,146

The carrying value of investment and mortgage-backed securities pledged as collateral to secure public deposits amounted to $150.3 million at December 31, 2020 and $156.1 million at June 30, 2020. The securities pledged consist of marketable securities, including $85.5 million and $82.0 million of Mortgage-Backed Securities, $28.9 million and $41.9 million of Collateralized Mortgage Obligations, $34.9 million and $32.0 million of State and Political Subdivisions Obligations, and $1.0 million and $200,000 of Other Securities at December 31 and June 30, 2020, respectively.

The following tables 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 an ACL has not been recorded at December 31 and June 30, 2020:

December 31, 2020

 

Less than 12 months

 

12 months or more

 

Total

 

Unrealized

 

Unrealized

 

Unrealized

(dollars in thousands)

    

Fair Value

    

Losses

    

Fair Value

    

Losses

    

Fair Value

    

Losses

Other securities

$

2,023

$

36

$

771

$

298

$

2,794

$

334

Mortgage-backed securities

 

11,656

 

58

 

 

 

11,656

 

58

Total investment and mortgage-backed securities

$

13,679

$

94

$

771

$

298

$

14,450

$

392

June 30, 2020

 

Less than 12 months

 

12 months or more

 

Total

 

Unrealized

 

Unrealized

 

Unrealized

(dollars in thousands)

    

Fair Value

    

Losses

    

Fair Value

    

Losses

    

Fair Value

    

Losses

Other securities

$

995

$

5

$

643

$

338

$

1,638

$

343

Mortgage-backed securities

 

9,037

 

39

 

 

 

9,037

 

39

Total investments and mortgage-backed securities

$

10,032

$

44

$

643

$

338

$

10,675

$

382

Mortgage-backed securities. The unrealized losses on the Company’s investments in mortgage-backed securities were caused by variations in market interest rates since purchase or acquisition. The securities are of high credit quality (AA or higher). Because the Company does not intend to sell these securities and it likely 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.

Other securities. At December 31, 2020 there were two pooled trust preferred securities with an estimated fair value of $680,000 and unrealized losses of $296,000 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 and a reduced demand for these securities, and concerns regarding the financial institutions that issued the underlying trust preferred securities.

The December 31, 2020, cash flow analysis 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. Other inputs include the actual collateral attributes, which include credit ratings and other performance indicators of the underlying financial institutions, including profitability, capital ratios, and asset quality. Assumptions for these two securities included prepayments averaging 1.6 percent, annually, annual defaults averaging 50 basis points, and a recovery rate averaging 10 percent of gross defaults, lagged two years.

One of these two securities has continued to receive cash interest payments in full since the Company’s purchase; the other security received principal-in-kind (PIK), in lieu of cash interest, for a period of time following the recession and financial crisis which began in 2008, but resumed cash interest payments during fiscal 2014. The Company's cash flow analysis indicates that cash interest payments are expected to continue for both securities. Because the Company does not intend to sell these securities and it is likely 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 any other individual unrealized loss as of December 31, 2020, 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. During fiscal 2009, the Company adopted ASC 820, formerly FASB Staff Position 157-4, “Determining Fair Value When the Volume and Level of Activity for the Asset or Liability Have Significantly Decreased and Identifying Transactions That Are Not Orderly.”  There were no credit losses recognized in income and other losses or recorded in other comprehensive income for the three- and six- month periods ended December 31, 2020 and 2019.

v3.20.4
Loans and Allowance for Credit Losses
6 Months Ended
Dec. 31, 2020
Loans and Allowance for Credit Losses  
Loans and Allowance for Credit Losses

Note 4:  Loans and Allowance for Credit Losses

Classes of loans are summarized as follows:

(dollars in thousands)

    

December 31, 2020

    

June 30, 2020

Real Estate Loans:

Residential

$

636,690

$

627,357

Construction

 

202,009

 

185,924

Commercial

 

902,564

 

887,419

Consumer loans

 

79,590

 

80,767

Commercial loans

 

427,345

 

468,448

 

2,248,198

 

2,249,915

Loans in process

 

(89,015)

 

(78,452)

Deferred loan fees, net

 

(2,313)

 

(4,395)

Allowance for credit losses

 

(35,471)

 

(25,139)

Total loans

$

2,121,399

$

2,141,929

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 December 31, 2020 the Company had purchased participations in 21 loans totaling $66.0 million, as compared to 23 loans totaling $58.2 million at June 30, 2020.

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, 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. 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 multifamily or commercial construction loans typically mature in 12 to 24 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 eight 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 allow the Company opportunity to assess risk. At December 31, 2020, construction loans outstanding included 51 loans, totaling $28.5 million, for which a modification had been agreed to. At June 30, 2020, construction loans outstanding included 77 loans, totaling $48.8 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. 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). Under the CARES Act, financial institutions have the option to temporarily suspend certain requirements under U.S. GAAP related to TDRs for a limited period of time to account for the effects of COVID-19. Loans modified under the CARES Act did not include any construction loans with drawn balances at December 31, 2020.

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 five years, 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 100% 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 60 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 provision for credit losses for the three- and six- month periods ended December 31, 2020, was $612,000, and $1.4 million, respectively, compared to $388,000 and $1.3 million in the same periods of the prior fiscal year. The charge was based on the estimated required ACL, reflecting management’s estimate of the current expected credit losses in the Company’s loan portfolio at December 31, 2020, and as of that date the Company’s ACL was $35.5 million. Relatively unchanged provisioning was attributed primarily to continued uncertainty regarding the economic environment resulting from the COVID-19 pandemic and the potential impact on the Company’s borrowers, partially offset by moderated growth in unguaranteed loan balances, along with relatively consistent levels of net charge offs, adversely classified credits, and nonperforming loans. The Company assesses that the outlook remains relatively unchanged as compared to the year ended June 30, 2020. However, there remains significant uncertainty regarding the possible length of the COVID-19 pandemic and the aggregate impact that it will have on global and regional economies, including uncertainty regarding the effectiveness of recent efforts by the U.S. government and the Federal Reserve to respond to the pandemic and its economic impact. Specifically, management considered:

trailing measures of national and state unemployment, which continued to increase in the most recent quarter. This is assessed to be an elevated and increasing risk factor;
trailing measures of GDP growth, which continued to improve in the most recent quarter, but over the lookback period remains very low by historical standards. This is considered to be an elevated and stable to declining risk factor;
projected GDP growth, which moderated in the most recent quarter, while remaining relatively high by historical standards. This is considered to be a low and stable risk factor;
the pace of growth of the Company’s loan portfolio, exclusive of acquisitions or government guaranteed loans, relative to overall economic growth. This measure remains elevated, but moderated in the most recent quarter, and is considered to be an elevated and stable risk factor;
levels and trends for loan delinquencies nationally and in the region. This measure as reported remains relatively stable, but management considers the measure to currently be under-reported due to the availability of modifications under the CARES Act. This is considered to be an elevated and uncertain risk factor;
levels and trends of the Company’s watch list loan totals, which have increased in recent periods. This risk factor is considered to be elevated and uncertain; and
the experience, ability, and depth of lending management and staff. This risk factor is considered to be elevated and stable.

Additionally, management considered the impact of the pandemic on its consumer and business borrowers, particularly those business borrowers most affected by efforts to contain the pandemic, including our borrowers in the retail and multi-tenant retail industry, restaurants, and hotels, when making qualitative factor adjustments and assessing the level and trends in delinquencies and watch list loan totals. To date, various relief efforts, notably including the availability of forgivable Paycheck Protection Program (PPP) loans to borrowers and deferrals or modifications available as encouraged by banking regulatory authorities and the CARES Act, have resulted in limited impact on the Company’s credit quality indicators, as is true of the industry generally. It is possible that the ongoing adverse effects of the pandemic may not be offset by future relief efforts, which could cause the outlook for economic conditions and levels and trends of past-due loans to significantly worsen, and require additions to the ACL.

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 December 31 and June 30, 2020, and activity in the ACL and ALLL for the three- and six- month periods ended December 31, 2020 and 2019:

At period end and for the six months ended December 31, 2020

 

Residential

Construction

 

Commercial

 

(dollars in thousands)

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for credit losses:

Balance, beginning of period prior to adoption of CECL

$

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 charged to expense

 

2,112

 

498

 

(750)

 

(823)

 

348

 

1,385

Losses charged off

 

(110)

 

 

 

(72)

 

(234)

 

(416)

Recoveries

 

 

 

1

 

10

 

19

 

30

Balance, end of period

$

10,398

$

2,387

$

15,239

$

1,362

$

6,085

$

35,471

Ending Balance: individually evaluated for impairment

$

232

$

$

$

$

$

232

Ending Balance: collectively evaluated for impairment

$

10,166

$

2,387

$

15,239

$

1,362

$

6,085

$

35,239

Ending Balance: loans acquired with deteriorated credit quality

$

$

$

$

$

$

Loans:

Ending Balance: individually evaluated for impairment

$

904

$

$

$

$

$

904

Ending Balance: collectively evaluated for impairment

$

635,760

$

112,037

$

891,311

$

79,590

$

424,169

$

2,142,867

Ending Balance: loans acquired with deteriorated credit quality

$

26

$

957

$

11,253

$

$

3,176

$

15,412

For the three months ended December 31, 2020

 

Residential

Construction

Commercial

 

(dollars in thousands)

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for loan losses:

Balance, beginning of period

 

$

8,629

 

$

1,892

 

$

16,050

 

$

2,305

 

$

6,208

 

$

35,084

Provision charged to expense

1,859

495

(811)

(882)

(49)

612

Losses charged off

(90)

(67)

(89)

(246)

Recoveries

6

15

21

Balance, end of period

 

$

10,398

 

$

2,387

 

$

15,239

 

$

1,362

 

$

6,085

 

$

35,471

At period end and for the six months ended December 31, 2019

 

Residential

Construction

 

Commercial

 

(dollars in thousands)

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for loan losses:

Balance, beginning of period

$

3,706

$

1,365

$

9,399

$

1,046

$

4,387

$

19,903

Provision charged to expense

 

160

 

292

 

413

 

92

 

327

 

1,284

Losses charged off

 

(172)

 

 

 

(97)

 

(147)

 

(416)

Recoveries

 

18

 

 

15

 

9

 

1

 

43

Balance, end of period

$

3,712

$

1,657

$

9,827

$

1,050

$

4,568

$

20,814

Ending Balance: individually evaluated for impairment

$

$

$

$

$

$

Ending Balance: collectively evaluated for impairment

$

3,712

$

1,657

$

9,827

$

1,050

$

4,568

$

20,814

Ending Balance: loans acquired with deteriorated credit quality

$

$

$

$

$

$

For the three months ended December 31, 2019

 

Residential

Construction

Commercial

 

(dollars in thousands)

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for loan losses:

Balance, beginning of period

 

$

3,572

 

$

1,539

 

$

9,789

 

$

1,074

 

$

4,736

 

$

20,710

Provision charged to expense

294

118

37

(4)

(57)

388

Losses charged off

(172)

(26)

(112)

(310)

Recoveries

18

1

6

1

26

Balance, end of period

 

$

3,712

 

$

1,657

 

$

9,827

 

$

1,050

 

$

4,568

 

$

20,814

At June 30, 2020

 

Residential

Construction

 

Commercial

 

(dollars in thousands)

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for loan losses:

Balance, end of period

$

4,875

$

2,010

$

12,132

$

1,182

$

4,940

$

25,139

Ending Balance: individually evaluated for impairment

$

$

$

$

$

$

Ending Balance: collectively evaluated for impairment

$

4,875

$

2,010

$

12,132

$

1,182

$

4,940

$

25,139

Ending Balance: loans acquired with deteriorated credit quality

$

$

$

$

$

$

Loans:

 

  

 

  

 

  

 

  

 

  

 

  

Ending Balance: individually evaluated for impairment

$

$

$

$

$

$

Ending Balance: collectively evaluated for impairment

$

626,085

$

106,194

$

872,716

$

80,767

$

463,902

$

2,149,664

Ending Balance: loans acquired with deteriorated credit quality

$

1,272

$

1,278

$

14,703

$

$

4,546

$

21,799

Included in the Company’s loan portfolio are certain loans acquired in a business combination that have experienced more-than-insignificant deterioration in credit quality since origination, which are considered purchased credit deteriorated (PCD) loans. Prior to the July 1, 2020 adoption of ASU 2016-13, these loans were accounted for in accordance with ASC 310-30, Loans and Debt Securities Acquired with Deteriorated Credit Quality, and were described as purchased credit impaired (PCI) loans. Under ASC 310-30, these loans were written down at acquisition to an amount estimated to be collectible, and, unless there was further deterioration following the acquisition, an ALLL was not recognized for these loans. As a result, certain historical ratios regarding the Company’s loan portfolio and credit quality cannot be used to compare the Company to peer companies or to compare the Company’s credit quality over time. The ratios particularly affected by accounting under ASC 310-30 include the allowance as a percentage of loans, nonaccrual loans, and nonperforming assets, and nonaccrual loans and nonperforming loans as a percentage of total loans. For more information about the transition from PCI to PCD status of the Company’s acquired loans, see Note 2: Organization and Summary of Significant Accounting Policies, Loans.

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 exhibit continued financial losses, ongoing delinquency, overall poor

financial condition, and insufficient collateral. They are characterized by the distinct possibility that the institution will sustain some loss if the deficiencies are not corrected.

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 December 31, 2020. This table includes PCD loans, which are reported according to risk categorization after acquisition based on the Company’s standards for such classification:

Revolving

    

2021

    

2020

    

2019

    

2018

    

2017

    

Prior

    

loans

    

Total

Residential Real Estate

Pass

$

177,544

$

217,239

$

46,353

$

43,929

$

31,359

$

96,805

$

5,156

$

618,385

Watch

 

125

 

121

 

10,997

 

 

96

 

825

 

 

12,164

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

4,714

 

145

 

226

 

54

 

57

 

913

 

 

6,109

Doubtful

 

 

 

 

 

 

32

 

 

32

Total Residential Real Estate

$

182,383

$

217,505

$

57,576

$

43,983

$

31,512

$

98,575

$

5,156

$

636,690

Construction Real Estate

 

 

 

 

 

 

 

 

Pass

$

54,966

$

50,216

$

7,812

$

$

$

$

$

112,994

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

Total Construction Real Estate

$

54,966

$

50,216

$

7,812

$

$

$

$

$

112,994

Commercial Real Estate

 

 

 

 

 

 

 

 

Pass

$

158,927

$

198,979

$

128,221

$

138,403

$

81,442

$

106,507

$

31,017

$

843,496

Watch

 

4,025

 

10,580

 

9,541

 

7,028

 

14,245

 

43

 

891

 

46,353

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

5,849

 

4,187

 

559

 

134

 

53

 

1,045

 

 

11,827

Doubtful

 

 

 

888

 

 

 

 

 

888

Total Commercial Real Estate

$

168,801

$

213,746

$

139,209

$

145,565

$

95,740

$

107,595

$

31,908

$

902,564

Consumer

 

 

 

 

 

 

 

 

Pass

$

13,996

$

13,610

$

5,987

$

2,040

$

1,025

$

733

$

41,990

$

79,381

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

51

 

15

 

 

37

 

 

7

 

99

 

209

Doubtful

 

 

 

 

 

 

 

 

Total Consumer

$

14,047

$

13,625

$

5,987

$

2,077

$

1,025

$

740

$

42,089

$

79,590

Commercial

 

 

 

 

 

 

 

 

Pass

$

89,745

$

154,004

$

26,743

$

11,048

$

9,469

$

11,667

$

116,649

$

419,325

Watch

 

1,008

 

124

 

64

 

 

 

 

1,069

 

2,265

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

136

 

1,574

 

1,575

 

10

 

180

 

5

 

2,275

 

5,755

Doubtful

 

 

 

 

 

 

 

 

Total Commercial

$

90,889

$

155,702

$

28,382

$

11,058

$

9,649

$

11,672

$

119,993

$

427,345

Total Loans

 

 

 

 

 

 

 

 

Pass

$

495,178

$

634,048

$

215,116

$

195,420

$

123,295

$

215,712

$

194,812

$

2,073,581

Watch

 

5,158

 

10,825

 

20,602

 

7,028

 

14,341

 

868

 

1,960

 

60,782

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

10,750

 

5,921

 

2,360

 

235

 

290

 

1,970

 

2,374

 

23,900

Doubtful

 

 

 

888

 

 

 

32

 

 

920

Total

$

511,086

$

650,794

$

238,966

$

202,683

$

137,926

$

218,582

$

199,146

$

2,159,183

At December 31, 2020, PCD loans comprised $3.2 million of credits rated “Pass”; $7.8 million of credits rated “Watch”; none rated “Special Mention”; $5.2 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 payment activity as of June 30, 2020. This table includes PCI loans, which were reported according to risk categorization after acquisition based on the Company’s standards for such classification:

June 30, 2020

Residential

Construction

Commercial

(dollars in thousands)

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

Pass

$

620,004

$

103,105

$

829,276

$

80,517

$

457,385

Watch

 

1,900

 

4,367

 

45,262

 

45

 

4,708

Special Mention

 

 

 

403

 

25

 

Substandard

 

5,453

 

 

11,590

 

180

 

6,355

Doubtful

 

 

 

888

 

 

Total

$

627,357

$

107,472

$

887,419

$

80,767

$

468,448

At June 30, 2020, PCI loans comprised $5.9 million of credits rated “Pass”; $10.3 million of credits rated “Watch”, none rated “Special Mention”, $5.6 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 December 31 and June 30, 2020. These tables include PCD and PCI loans, which are reported according to aging analysis after acquisition based on the Company’s standards for such classification:

December 31, 2020

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

Real Estate Loans:

Residential

$

383

$

944

$

1,298

$

2,625

$

634,065

$

636,690

$

Construction

 

 

 

 

 

112,994

 

112,994

 

Commercial

 

923

 

880

 

616

 

2,419

 

900,145

 

902,564

 

Consumer loans

 

486

 

152

 

227

 

865

 

78,725

 

79,590

 

Commercial loans

 

1,269

 

83

 

394

 

1,746

 

425,599

 

427,345

 

Total loans

$

3,061

$

2,059

$

2,535

$

7,655

$

2,151,528

$

2,159,183

$

June 30, 2020

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

Real Estate Loans:

 

  

 

  

 

  

 

  

 

  

 

  

 

  

Residential

$

772

$

378

$

654

$

1,804

$

625,553

$

627,357

$

Construction

 

 

 

 

 

107,472

 

107,472

 

Commercial

 

641

 

327

 

1,073

 

2,041

 

885,378

 

887,419

 

Consumer loans

 

180

 

53

 

193

 

426

 

80,341

 

80,767

 

Commercial loans

 

93

 

1,219

 

810

 

2,122

 

466,326

 

468,448

 

Total loans

$

1,686

$

1,977

$

2,730

$

6,393

$

2,165,070

$

2,171,463

$

Under the CARES Act, financial institutions have the option to temporarily suspend certain requirements under U.S. GAAP related to TDRs for a limited period of time to account for the effects of COVID-19. Loans with such modifications in effect at December 31, 2020, included $40.3 million in loans reported as current in the above table, none of which were past due. Loans with such modifications in effect at June 30, 2020, included $380.1 million in loans reported as current in the above table, while an additional $29,000 of consumer loans and $1,000 in residential real estate loans with such modifications were reported as 30-59 days past due, and $66,000 of commercial loans with such modifications were reported as 60-89 days past due at such date.

At December 31, and June 30, 2020 there were no PCD or PCI 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 December 31, 2020:

    

Amortized cost basis of

    

    

loans determined to be

Related allowance

collateral dependent

for credit losses

(dollars in thousands)

 

  

 

  

Residential real estate loans

 

  

 

  

1- to 4-family residential loans

$

904

$

232

Total loans

$

904

$

232

Impairment. Prior to the July 1, 2020, adoption of ASU 2016-13, a loan was considered impaired, in accordance with the impairment accounting guidance (ASC 310-10-35-16), when based on current information and events, it was probable the Company would be unable to collect all amounts due from the borrower in accordance with the contractual terms of the loan. Impaired loans included nonperforming loans, as well as performing loans modified in troubled debt restructurings where concessions were granted to borrowers experiencing financial difficulties. These concessions could include a reduction in the interest rate on the loan, payment extensions, forgiveness of principal, forbearance or other actions intended to maximize collection.

The table below presents impaired loans (excluding loans in process and deferred loan fees) as of June 30, 2020. The table includes PCI loans at June 30, 2020 for which it was deemed probable, at acquisition, that the Company would be unable to collect all contractually required payments receivable. In an instance where, subsequent to the acquisition, the Company determined it was probable, for a specific loan, that cash flows received would exceed the amount previously expected, the Company will recalculate the amount of accretable yield in order to recognize the improved cash flow expectation as additional interest income over the remaining life of the loan. These loans, however, continued to be reported as impaired loans. In an instance where, subsequent to the acquisition, the Company determined it was

probable, for a specific loan, that cash flows received would be less than the amount previously expected, the Company would allocate a specific allowance under the terms of ASC 310-10-35.

June 30, 2020

Recorded

Unpaid Principal

Specific

(dollars in thousands)

    

Balance

    

Balance

    

Allowance

Loans without a specific valuation allowance:

Residential real estate

$

3,811

$

4,047

$

Construction real estate

 

1,277

 

1,312

 

Commercial real estate

 

19,271

 

23,676

 

Consumer loans

 

 

Commercial loans

 

5,040

 

6,065

 

Loans with a specific valuation allowance:

 

  

 

  

 

Residential real estate

$

$

$

Construction real estate

 

 

 

Commercial real estate

 

 

 

Consumer loans

 

 

 

Commercial loans

 

 

 

Total:

 

  

 

  

 

  

Residential real estate

$

3,811

$

4,047

$

Construction real estate

$

1,277

$

1,312

$

Commercial real estate

$

19,271

$

23,676

$

Consumer loans

$

$

$

Commercial loans

$

5,040

$

6,065

$

At June 30, 2020, PCI loans comprised $21.8 million of impaired loans without a specific valuation allowance.

The following tables present information regarding interest income recognized on impaired loans:

For the three-month period ended

December 31, 2019

Average

Investment in

Interest Income

(dollars in thousands)

    

Impaired Loans

    

Recognized

Residential Real Estate

$

1,482

$

22

Construction Real Estate

 

1,300

 

36

Commercial Real Estate

 

15,756

 

340

Consumer Loans

 

 

Commercial Loans

 

5,760

 

121

Total Loans

$

24,298

$

519

For the six-month period ended

December 31, 2019

Average

Investment in

Interest Income

(dollars in thousands)

    

Impaired Loans

    

Recognized

Residential Real Estate

 

$

1,549

 

$

45

Construction Real Estate

1,302

84

Commercial Real Estate

16,958

675

Consumer Loans

Commercial Loans

5,904

214

Total Loans

 

$

25,713

 

$

1,018

Interest income on impaired loans recognized on a cash basis in the three- and six- month periods ended December 31, 2019, was immaterial. For the three- and six- month periods ended December 31, 2019, the amount of interest income

recorded for impaired loans that represented a change in the present value of cash flows attributable to the passage of time was approximately $79,000 and $163,000.

Nonaccrual Loans. The following table presents the Company’s amortized cost basis of nonaccrual loans segmented by class of loans at December 31 and June 30, 2020. The table excludes performing TDRs.

(dollars in thousands)

    

December 31, 2020

    

June 30, 2020

Residential real estate

$

4,140

$

4,010

Construction real estate

 

 

Commercial real estate

 

2,841

 

3,106

Consumer loans

 

227

 

196

Commercial loans

 

1,122

 

1,345

Total loans

$

8,330

$

8,657

At December 31, 2020, there were no nonaccrual loans individually evaluated for which no ACL was recorded. Interest income recognized on nonaccrual loans in the three- and six- month periods ended December 31, 2020 and 2019, was immaterial.

Troubled Debt Restructurings. Prior to the July 1, 2020, adoption of ASU 2016-13, loans restructured as TDRs were included in certain loan categories classified as impaired loans, where economic concessions have been granted to borrowers who have experienced financial difficulties. Subsequent to the adoption of ASU 2016-13, 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 the six- month period ended December 31, 2020, certain loans modified were classified as TDRs. During the three- month periods ended December 31, 2020, and the three- and six- month periods ended December 31, 2019, there were no loans modified as TDRs. They are shown, segregated by class, in the table below:

For the three-month periods ended

December 31, 2020

December 31, 2019

Number of

Recorded

Number of

Recorded

(dollars in thousands)

    

modifications

    

Investment

    

modifications

    

Investment

Residential real estate

 

$

 

$

Construction real estate

 

 

 

 

Commercial real estate

 

 

 

 

Consumer loans

 

 

 

 

Commercial loans

 

 

 

 

Total

 

$

 

$

For the six-month periods ended

December 31, 2020

December 31, 2019

Number of

Recorded

Number of

Recorded

(dollars in thousands)

    

modifications

    

Investment

    

modifications

    

Investment

Residential real estate

 

1

 

$

96

 

 

$

Construction real estate

 

 

Commercial real estate

 

2

1,798

 

Consumer loans

 

 

Commercial loans

 

1

33

 

Total

 

4

 

$

1,927

 

 

$

Performing loans classified as TDRs and outstanding at December 31 and June 30, 2020, segregated by class, are shown in the table below. Nonperforming TDRs are shown as nonaccrual loans.

December 31, 2020

June 30, 2020

Number of

Recorded

Number of

Recorded

(dollars in thousands)

    

modifications

    

Investment

    

modifications

    

Investment

Residential real estate

 

3

$

1,014

 

3

$

791

Construction real estate

 

 

 

 

Commercial real estate

 

7

 

3,907

 

10

 

4,544

Consumer loans

 

 

 

 

Commercial loans

 

8

 

2,976

 

7

 

3,245

Total

 

18

$

7,897

 

20

$

8,580

Residential Real Estate Foreclosures. The Company may obtain physical possession of real estate collateralizing a residential mortgage loan or home equity loan via foreclosure or in-substance repossession. As of December 31, and June 30, 2020, the carrying value of foreclosed residential real estate properties as a result of obtaining physical possession was $695,000 and $563,000, respectively. In addition, as of December 31, and June 30, 2020, the Company had residential mortgage loans and home equity loans with a carrying value of $610,000 and $435,000, respectively, collateralized by residential real estate property for which formal foreclosure proceedings were in process.

Purchased Credit Deteriorated Loans. Prior to the July 1, 2020, adoption of ASU 2016-13, loans acquired in an acquisition that had evidence of credit quality since origination and for which it was probable that the Company would be unable to collect all contractually required payments receivable were considered PCI. 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 PCD loans. All loans considered to be PCI prior to July 1, 2020, were converted to PCD on that date.

The carrying amount of $21.8 million in PCI loans was included in the balance sheet amount of loans receivable at June 30, 2020, with no associated ACL. In accordance with ASU 2016-13, the Company did not reassess whether the PCI loans met the criteria of PCD loans as of the adoption date. The amortized cost of the PCD loans were adjusted to reflect the addition of $434,000 to the ACL. PCD loans receivable, net of ACL, totaling $16.3 million were included in the balance sheet amount of loans receivable at December 31, 2020.

During the three- and six-month periods ended December 31, 2020, and during the same periods of the prior fiscal year, the Company had no increases to the ALLL or ACL by a charge to the income statement related to PCI or PCD loans. During the three- and six-month periods ended December 31, 2020, an ACL of $209,000 related to these loans was reversed, while no ALLL related to these loans was reversed during the same periods of the prior fiscal year.

v3.20.4
Premises and Equipment
6 Months Ended
Dec. 31, 2020
Premises and Equipment  
Premises and Equipment

Note 5:  Premises and Equipment

Following is a summary of premises and equipment:

(dollars in thousands)

    

December 31, 2020

    

June 30, 2020

Land

$

12,480

$

12,585

Buildings and improvements

 

56,789

 

56,039

Construction in progress

 

248

 

435

Furniture, fixtures, equipment and software

 

18,471

 

18,109

Automobiles

 

120

 

120

Operating leases ROU asset

 

1,926

 

1,965

 

90,034

 

89,253

Less accumulated depreciation

 

26,064

 

24,147

$

63,970

$

65,106

Leases. The Company adopted ASU 2016-02, Leases (Topic 842), on July 1, 2019, using the modified retrospective transition approach whereby comparative periods were not restated. The Company also elected certain relief options under the ASU, 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 five leased properties and numerous office equipment lease agreements in which it is the lessee, with lease terms exceeding twelve months.

All of the leases are classified as operating leases, and therefore, were previously not recognized on the Company’s consolidated balance sheets. With the adoption of ASU 2016-02, these 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. Because these leases are classified as operating leases, the adoption of the new standard did not have a material effect on lease expense on the Company’s consolidated statements of income.

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.

    

December 31, 2020

    

June 30, 2020

Consolidated Balance Sheet

 

  

 

  

Operating leases right of use asset

$

1,926

$

1,965

Operating leases liability

$

1,926

$

1,965

    

Three Months Ended December 31,

Six Months Ended December 31,

2020

2019

2020

 

2019

Consolidated Statement of Income

 

  

 

  

Operating lease costs classified as occupancy and equipment expense

$

63

$

52

$

135

$

109

(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

$

58

$

39

$

126

$

78

ROU assets obtained in exchange for operating lease obligations:

$

$

$

$

2,004

At December 31, 2020, future expected lease payments for leases with terms exceeding one year were as follows:

(dollars in thousands)

    

  

2021

$

134

2022

 

243

2023

 

243

2024

 

243

2025

 

242

Thereafter

 

2,229

Future lease payments expected

$

3,334

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 three- and six- month periods ended December 31, 2020, income recognized from these lessor agreements was $81,000 and $156,000, respectively. For the three- and six- month periods ended December 31, 2019, income recognized from these lessor agreements was $80,000 and $162,000, respectively. Income from lessor agreements was included in net occupancy and equipment expense.

v3.20.4
Deposits
6 Months Ended
Dec. 31, 2020
Deposits  
Deposits

Note 6:  Deposits

Deposits are summarized as follows:

(dollars in thousands)

    

December 31, 2020

    

June 30, 2020

Non-interest bearing accounts

$

337,736

$

316,048

NOW accounts

 

868,456

 

781,937

Money market deposit accounts

 

238,333

 

231,162

Savings accounts

 

198,388

 

181,229

Certificates

 

622,174

 

674,471

Total Deposit Accounts

$

2,265,087

$

2,184,847

v3.20.4
Earnings Per Share
6 Months Ended
Dec. 31, 2020
Earnings Per Share  
Earnings Per Share

Note 7:  Earnings Per Share

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

Three months ended

 

Six months ended

December 31, 

 

December 31, 

    

2020

    

2019

    

2020

    

2019

(dollars in thousands except per share data)

 

  

 

  

Net income

$

12,048

$

7,717

$

22,033

$

15,545

Less: distributed earnings allocated to participating securities

 

(4)

 

 

(8)

 

Less: undistributed earnings allocated to participating securities

 

(30)

 

 

(56)

 

Net income available to common shareholders

12,014

7,717

21,969

15,545

Weighted-average common shares outstanding, including participating securities

 

9,089,735

 

9,232,257

 

9,108,301

 

9,232,257

Less: weighted-average participating securities outstanding (restricted shares)

 

(25,410)

 

 

(26,335)

 

Weighted-average basic common shares outstanding

 

9,064,325

 

9,232,257

 

9,081,966

 

9,232,257

Add: effect of dilutive securities, stock options, and awards

 

2,909

 

 

2,220

 

Denominator for diluted earnings per share

9,067,234

9,232,257

9,084,186

9,232,257

Basic earnings per share available to common stockholders

$

1.33

$

0.84

$

2.42

$

1.69

Diluted earnings per share available to common stockholders

$

1.32

$

0.84

$

2.42

$

1.68

Options outstanding at December 31, 2020 and 2019, to purchase 50,500, and 13,500 shares of common stock, respectively, were not included in the computation of diluted earnings per common share for each of the three- and six- month periods because the exercise prices of such options were greater than the average market prices of the common stock for the three- and six- months ended December 31, 2020 and 2019, respectively.

v3.20.4
Income Taxes
6 Months Ended
Dec. 31, 2020
Income Taxes  
Income Taxes

Note 8: Income Taxes

The Company and its subsidiaries file income tax returns in the U.S. Federal jurisdiction and various states. The Company is no longer subject to federal and state examinations by tax authorities for tax years ending June 30, 2015 and before. The Company recognized no interest or penalties related to income taxes.

The Company’s income tax provision is comprised of the following components:

    

For the three-month periods ended

    

For the six-month periods ended

(dollars in thousands)

December 31, 2020

December 31, 2019

December 31, 2020

December 31, 2019

Income taxes

 

  

 

  

  

 

  

Current

$

3,139

$

1,915

$

5,903

$

3,884

Deferred

 

14

 

6

 

(3)

 

12

Total income tax provision

$

3,153

$

1,921

$

5,900

$

3,896

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

(dollars in thousands)

    

December 31, 2020

    

June 30, 2020

Deferred tax assets:

 

  

 

  

Provision for losses on loans

$

8,309

$

5,802

Accrued compensation and benefits

 

607

 

825

NOL carry forwards acquired

 

123

 

149

Minimum Tax Credit

 

 

130

Unrealized loss on other real estate

 

170

 

257

Other

 

 

26

Total deferred tax assets

 

9,209

 

7,189

Deferred tax liabilities:

 

 

Purchase accounting adjustments

 

165

 

64

Depreciation

 

1,664

 

1,665

FHLB stock dividends

 

120

 

120

Prepaid expenses

 

255

 

259

Unrealized gain on available for sale securities

 

1,195

 

1,265

Other

 

39

 

104

Total deferred tax liabilities

 

3,438

 

3,477

Net deferred tax asset

$

5,771

$

3,712

As of December 31, 2020, the Company had approximately $675,000 and $119,000 in federal and state net operating loss carryforwards, respectively, which were acquired in the July 2009 acquisition of Southern Bank of Commerce, the February 2014 acquisition of Citizens State Bankshares of Bald Knob, Inc., the August 2014 acquisition of Peoples Service Company, and the June 2017 acquisition of Tammcorp, Inc. 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 2027.

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

    

For the three-month periods ended

    

For the six-month periods ended

(dollars in thousands)

December 31, 2020

    

December 31, 2019

    

December 31, 2020

December 31, 2019

Tax at statutory rate

$

3,192

$

2,024

$

5,866

$

4,083

Increase (reduction) in taxes resulting from:

 

 

 

 

Nontaxable municipal income

 

(108)

 

(113)

 

(211)

 

(226)

State tax, net of Federal benefit

 

261

 

87

 

502

 

196

Cash surrender value of Bank-owned life insurance

 

(205)

 

(53)

 

(263)

 

(106)

Tax credit benefits

 

(5)

 

(4)

 

(9)

 

(6)

Other, net

 

18

 

(20)

 

15

 

(45)

Actual provision

$

3,153

$

1,921

$

5,900

$

3,896

For the three- and six- month periods ended December 31, 2020 and 2019, 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.

v3.20.4
401(k) Retirement Plan
6 Months Ended
Dec. 31, 2020
401(k) Retirement Plan  
401(k) Retirement Plan

Note 9:  401(k) Retirement Plan

The Bank has a 401(k) retirement plan that covers substantially all eligible employees. The Bank made a “safe harbor” matching contribution to the Plan of up to 4% of eligible compensation, depending upon the percentage of eligible pay deferred into the plan by the employee, and also made additional, discretionary profit-sharing contributions for fiscal 2020; for fiscal 2021, the Company has maintained the safe harbor matching contribution of up to 4%, and expects to continue to make additional, discretionary profit-sharing contributions. During the three- and six- month periods ended December 31, 2020, retirement plan expenses recognized for the Plan totaled approximately $413,000 and $869,000, respectively, as compared to $343,000 and $724,000, respectively, for the same period of the prior fiscal year. Employee deferrals and safe harbor contributions are fully vested. Profit-sharing or other contributions vest over a period of five years.

v3.20.4
Subordinated Debt
6 Months Ended
Dec. 31, 2020
Subordinated Debt  
Subordinated Debt

Note 10:  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 December 31, 2020, the Debentures carries an interest rate of 2.98%. The balance of the Debentures outstanding was $7.2 million at December 31, and June 30, 2020. The Company used its net proceeds for working capital and investment in its subsidiaries.

In connection with its October 2013 acquisition of Ozarks Legacy Community Financial, Inc. (OLCF), 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 December 31, 2020, the current rate was 2.67%. The carrying value of the debt securities was approximately $2.7 million at December 31, and June 30, 2020.

In connection with its August 2014 acquisition of Peoples Service Company, Inc. (PSC), 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 December 31, 2020,

the current rate was 2.02%. The carrying value of the debt securities was approximately $5.3 million at December 31, and June 30, 2020.

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 $457,000 at December 31, 2020.

v3.20.4
Fair Value Measurements
6 Months Ended
Dec. 31, 2020
Fair Value Measurements  
Fair Value Measurements

Note 11:  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 that are significant to the fair value of the assets or liabilities

Recurring Measurements. The following table presents the fair value measurements 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 December 31 and June 30, 2020:

Fair Value Measurements at December 31, 2020, 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)

State and political subdivisions

$

48,474

$

$

48,474

$

Other securities

 

15,309

 

 

15,309

 

Mortgage-backed GSE residential

 

117,363

 

 

117,363

 

Fair Value Measurements at June 30, 2020, 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)

State and political subdivisions

$

41,988

$

$

41,988

$

Other securities

 

7,624

 

 

7,624

 

Mortgage-backed GSE residential

 

126,912

 

 

126,912

 

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.

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, the 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 December 31, and June 30, 2020:

Fair Value Measurements at December 31, 2020, 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

$

607

$

$

$

607

Fair Value Measurements at June 30, 2020, 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

$

2,211

$

$

$

2,211

The following table presents losses recognized on assets measured on a non-recurring basis for the three-month periods ended December 31, 2020 and 2019:

    

For the three months ended

(dollars in thousands)

December 31, 2020

December 31, 2019

Foreclosed and repossessed assets held for sale

$

(24)

$

(96)

Total losses on assets measured on a non-recurring basis

$

(24)

$

(96)

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 and liabilities pursuant to the valuation hierarchy. 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.

    

    

    

    

Range

    

 

Fair value at

Valuation

Unobservable

of

Weighted-average

 

(dollars in thousands)

December 31, 2020

technique

inputs

inputs applied

inputs applied

 

Nonrecurring Measurements

 

  

 

  

 

  

 

  

 

  

Foreclosed and repossessed assets

$

607

 

Third party appraisal

 

Marketability discount

 

0.0% - 60.4

%  

21.8

%

    

    

    

    

Range

    

 

Fair value at

Valuation

Unobservable

of

Weighted-average

 

(dollars in thousands)

June 30, 2020

technique

inputs

inputs applied

inputs applied

 

Nonrecurring Measurements

 

  

 

  

 

  

 

  

 

  

Foreclosed and repossessed assets

$

2,211

 

Third party appraisal

 

Marketability discount

 

8.0% - 56.9

%  

15.7

%

Fair Value of Financial Instruments. The following table presents estimated fair values of the Company’s financial instruments not reported at fair value and the level within the fair value hierarchy in which the fair value measurements fell at December 31, and June 30, 2020.

December 31, 2020

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

$

149,520

$

149,520

$

$

Interest-bearing time deposits

 

976

 

 

976

 

Stock in FHLB

 

5,987

 

 

5,987

 

Stock in Federal Reserve Bank of St. Louis

 

5,017

 

 

5,017

 

Loans receivable, net

 

2,121,399

 

 

 

2,142,067

Accrued interest receivable

 

12,377

 

 

12,377

 

Financial liabilities

 

 

  

 

  

 

  

Deposits

 

2,265,087

 

1,642,913

 

 

625,697

Advances from FHLB

 

63,286

 

 

64,992

 

Accrued interest payable

 

1,106

 

 

1,106

 

Subordinated debt

 

15,193

 

 

 

13,849

Unrecognized financial instruments (net of contract amount)

 

 

 

 

Commitments to originate loans

 

 

 

 

Letters of credit

 

 

 

 

Lines of credit

 

 

 

 

June 30, 2020

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

$

54,245

$

54,245

$

$

Interest-bearing time deposits

 

974

 

 

974

 

Stock in FHLB

 

6,390

 

 

6,390

 

Stock in Federal Reserve Bank of St. Louis

 

4,363

 

 

4,363

 

Loans receivable, net

 

2,141,929

 

 

 

2,143,823

Accrued interest receivable

 

12,116

 

 

12,116

 

Financial liabilities

 

  

 

  

 

  

 

  

Deposits

 

2,184,847

 

1,508,740

 

 

676,816

Advances from FHLB

 

70,024

 

 

72,136

 

Accrued interest payable

 

1,646

 

 

1,646

 

Subordinated debt

 

15,142

 

 

 

11,511

Unrecognized financial instruments (net of contract amount)

 

  

 

 

  

Commitments to originate loans

 

 

 

 

Letters of credit

 

 

 

 

Lines of credit

 

 

 

 

v3.20.4
Organization and Summary of Significant Accounting Policies (Policies)
6 Months Ended
Dec. 31, 2020
Organization and Summary of Significant Accounting Policies  
Organization and Basis of Financial Statement Presentation

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 the SB Real Estate Investments, LLC, and has other preferred shareholders in order to meet the requirements to be a REIT. At December 31, 2020, assets of the REIT were approximately $916 million, 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

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 through December 31, 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.

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 $100 million and $7 million at December 31 and June 30, 2020, respectively. The deposits are held in various commercial banks with a total of $291,000 and $319,000 exceeding the FDIC’s deposit insurance limits at December 31 and June 30, 2020, 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 seven 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, 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.

At adoption of ASU 2016-13, no impairment on AFS securities was attributable to credit. The Company will evaluate impaired AFS securities at the individual level on a quarterly basis, and will consider such 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 December 31, 2020, and June 30, 2020.

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. 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. In the event that collection of principal becomes uncertain, the Company has policies in place to reverse accrued interest in a timely manner. Therefore, the Company has made a policy election to exclude accrued interest from the measurement of ACL. The Company complies with regulatory guidance which indicates that loans should be placed on 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. At December 31, 2020, some loans were modified under the terms of the Coronavirus Aid, Relief and Economic Security Act (the CARES Act), which provides that loans modified after March 1, 2020, due to the COVID-19 pandemic, and which were otherwise current at December 31, 2019, need not be accounted for as troubled debt restructurings (TDRs). While these loans may not have met the contractual due dates of payments under their previous terms, so long as they were compliant with the terms of the modification made under the CARES Act, they would not have been reported as delinquent at June 30 or December 31, 2020. See further disclosure in Note 4: Loans and Allowance for Credit Losses. 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 balance 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 assesses past events and current conditions based on the trailing eight quarters of activity, and incorporates a reasonable and supportable forecast period of four quarters, with an immediate reversion to 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 23 pools, which are homogeneous groups of loans that possess similar loss potential characteristics. The Company utilizes the discounted cash flow (“DCF”) methodology for measurement of the required ACL for all loan pools. The DCF model implements probability of default (“PD”) and loss given default (“LGD”) calculations at the instrument level. PD and LGD are determined from the Company’s historical experience over a period of approximately five years. 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. Prepayments, curtailments, and recovery lag have been determined to not have a material impact on estimated credit losses, historically.

Prior to the July 1, 2020, adoption of ASU 2016-13, the allowance for loan and lease losses (ALLL) represented management’s best estimate of probable losses in the existing loan portfolio at the end of the reporting period. Integral to the methodology for determining the adequacy of the ALLL was portfolio segmentation and impairment measurement. Under the Company’s methodology, loans were first segmented into 1) those comprising large groups of homogeneous loans which are collectively evaluated for impairment and 2) all other loans which are individually evaluated. Those loans in the second category were further segmented utilizing a defined grading system which involves categorizing loans by severity of risk based on conditions that may affect the ability of the borrowers to repay their debt, such as current financial information, collateral valuations, historical payment experience, credit documentation, public information, and current trends. Loans were considered impaired if, based on current information and events, it was considered probable that the Company would be unable to collect the scheduled payments of principal or interest when due according to the contractual terms of the loan agreement, and was generally based on the fair value, less estimated costs to sell, of the loan’s collateral. If the loan was not collateral-dependent, the measurement of impairment was based on the present value of expected future cash flows discounted at the historical effective interest rate, or the observable market price of the loan. Impairment identified through this evaluation process was a component of the ALLL. If a loan was not considered impaired, it was grouped together with loans having similar characteristics (i.e., the same risk grade), and an ALLL was based upon a quantitative factor (historical average charge-offs) and qualitative factors such as changes in lending policies; national, regional, and local economic conditions; changes in mix and volume of portfolio; experience, ability, and depth of lending management and staff; entry to new markets; levels and trends of delinquent, nonaccrual, special mention, and classified loans; concentrations of credit; changes in collateral values; agricultural economic conditions; and regulatory risk.

Prior to the July 1, 2020, adoption of ASU 2016-13, loans acquired in an acquisition that had evidence of credit quality deterioration since origination and for which it was probable that the Company would be unable to collect all contractually required payments receivable were considered purchased credit impaired (“PCI”). PCI loans were individually evaluated and recorded at fair value at the date of acquisition with no initial ALLL based on a DCF methodology that considered various factors including the type of loan and related collateral, classification status, fixed or variable interest rate, term of loan and whether or not the loan was amortizing, and a discount rate reflecting the Company’s assessment of risk inherent in the cash flow estimates. The difference between the DCFs expected at acquisition and the investment in the loan, or the “accretable yield,” was recognized as interest income on a level-yield method over the life of the loan. Contractually required payments for interest and principal that exceed the DCFs expected at acquisition, or the “non-accretable difference,” were not recognized on the balance sheet and did not result in any yield adjustments, loss accruals or valuation allowances. Increases in expected cash flows, including prepayments, subsequent to the initial investment were recognized prospectively through adjustment of the yield on the loan over its remaining life. Decreases in expected cash flows were recognized as impairment. ALLL on PCI loans reflected only losses incurred after the acquisition (meaning the present value of all cash flows expected at acquisition that ultimately were not to be received).

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, through a charge to credit loss expense for off-balance sheet credit exposures included in other non-interest expense in the Company’s consolidated statements of income.

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 and accelerated methods 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 financial statements. As of June 30, 2020, there was no impairment indicated, based on a qualitative assessment of goodwill, which considered: the decline in the market value of the Company’s common stock, relative to peers; concentrations of credit; profitability; nonperforming assets; capital levels; and results of recent regulatory examinations. The Company believes there continues to be no impairment of goodwill at December 31, 2020.

Intangible Assets

Intangible Assets. The Company’s intangible assets at December 31, 2020 included gross core deposit intangibles of $15.3 million with $9.4 million accumulated amortization, gross other identifiable intangibles of $3.8 million with accumulated amortization of $3.8 million, and mortgage servicing rights of $1.5 million. At June 30, 2020, the Company’s intangible assets included gross core deposit intangibles of $15.3 million with $8.7 million accumulated amortization, gross other identifiable intangibles of $3.8 million with accumulated amortization of $3.8 million, and mortgage servicing rights of $1.1 million. The Company’s core deposit intangible assets are being amortized using the straight line method, over periods ranging from five to seven years, with amortization expense expected to be approximately $677,000 in the remainder of fiscal 2021, $1.4 million in fiscal 2022 through fiscal 2024, $807,000 in fiscal 2025, and $328,000 thereafter. As of June 30, 2020, there was no impairment indicated, and the Company believes there continues to be no impairment of other intangible assets at December 31, 2020.

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 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 Management and Recognition Plan (MRP), 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.

Outside Directors' Retirement

Outside Directors’ Retirement. The Bank adopted a directors’ retirement plan in April 1994 for outside directors. The directors’ retirement plan provides that each 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, whether before or after the reorganization date.

In the event that the participant dies before collecting any or all of the benefits, the Bank shall pay the participant’s beneficiary. No benefits shall 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, net of applicable income taxes. Other comprehensive income includes unrealized appreciation on available-for-sale securities, 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.

New Accounting Pronouncements

New Accounting Pronouncements:

In August 2018, the FASB issued ASU 2018-13, Fair Value Measurement (Topic 820) - Disclosure Framework-Changes to the Disclosure Requirements for Fair Value Measurement. ASU 2018-13 modifies the disclosure requirements on fair value measurements in Topic 820. The amendments in this update remove disclosures that no longer are considered cost beneficial, modify/clarify the specific requirements of certain disclosures, and add disclosure requirements identified as relevant. ASU 2018-13 is effective for fiscal years beginning after December 15, 2019, with early adoption permitted for certain removed and modified disclosures. Adoption of this standard did not have a significant impact on the Company’s consolidated financial statements.

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 has 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 may be 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.

Repurchase Agreements, Collateral

The carrying value of investment and mortgage-backed securities pledged as collateral to secure public deposits amounted to $150.3 million at December 31, 2020 and $156.1 million at June 30, 2020. The securities pledged consist of marketable securities, including $85.5 million and $82.0 million of Mortgage-Backed Securities, $28.9 million and $41.9 million of Collateralized Mortgage Obligations, $34.9 million and $32.0 million of State and Political Subdivisions Obligations, and $1.0 million and $200,000 of Other Securities at December 31 and June 30, 2020, respectively.

Other Securities

Other securities. At December 31, 2020 there were two pooled trust preferred securities with an estimated fair value of $680,000 and unrealized losses of $296,000 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 and a reduced demand for these securities, and concerns regarding the financial institutions that issued the underlying trust preferred securities.

The December 31, 2020, cash flow analysis 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. Other inputs include the actual collateral attributes, which include credit ratings and other performance indicators of the underlying financial institutions, including profitability, capital ratios, and asset quality. Assumptions for these two securities included prepayments averaging 1.6 percent, annually, annual defaults averaging 50 basis points, and a recovery rate averaging 10 percent of gross defaults, lagged two years.

One of these two securities has continued to receive cash interest payments in full since the Company’s purchase; the other security received principal-in-kind (PIK), in lieu of cash interest, for a period of time following the recession and financial crisis which began in 2008, but resumed cash interest payments during fiscal 2014. The Company's cash flow analysis indicates that cash interest payments are expected to continue for both securities. Because the Company does not intend to sell these securities and it is likely 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 any other individual unrealized loss as of December 31, 2020, 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

Credit losses recognized on investments. During fiscal 2009, the Company adopted ASC 820, formerly FASB Staff Position 157-4, “Determining Fair Value When the Volume and Level of Activity for the Asset or Liability Have Significantly Decreased and Identifying Transactions That Are Not Orderly.”  There were no credit losses recognized in income and other losses or recorded in other comprehensive income for the three- and six- month periods ended December 31, 2020 and 2019.

v3.20.4
Organization and Summary of Significant Accounting Policies (Tables)
6 Months Ended
Dec. 31, 2020
Organization and Summary of Significant Accounting Policies  
Schedule of Adoption of ASU 2016-30

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

v3.20.4
Securities (Tables)
6 Months Ended
Dec. 31, 2020
Securities  
Schedule of Available for Sale Securities

December 31, 2020

 

 

Gross

 

Gross

 

Allowance

Estimated

 

Amortized

 

Unrealized

 

Unrealized

 

for

 

Fair

(dollars in thousands)

    

Cost

    

Gains

    

Losses

    

Credit Losses

    

Value

Investment and mortgage backed securities:

State and political subdivisions

$

46,785

$

1,689

$

$

$

48,474

Other securities

 

15,376

 

267

 

(334)

 

 

15,309

Mortgage-backed GSE residential

 

113,553

 

3,868

 

(58)

 

 

117,363

Total investments and mortgage-backed securities

$

175,714

$

5,824

$

(392)

$

$

181,146

June 30, 2020

 

 

Gross

 

Gross

Estimated

 

Amortized

 

Unrealized

 

Unrealized

 

Fair

(dollars in thousands)

    

Cost

    

Gains

    

Losses

    

Value

Investment and mortgage backed securities:

State and political subdivisions

$

40,486

$

1,502

$

$

41,988

Other securities

 

7,919

 

48

 

(343)

 

7,624

Mortgage-backed GSE residential

 

122,375

 

4,576

 

(39)

 

126,912

Total investment and mortgage-backed securities

$

170,780

$

6,126

$

(382)

$

176,524

Investments Classified by Contractual Maturity Date

December 31, 2020

 

Amortized

 

Estimated

(dollars in thousands)

    

Cost

    

Fair Value

Within one year

$

1,347

$

1,367

After one year but less than five years

 

11,055

 

11,230

After five years but less than ten years

 

23,718

 

24,326

After ten years

 

26,041

 

26,860

Total investment securities

 

62,161

 

63,783

Mortgage-backed securities

 

113,553

 

117,363

Total investment and mortgage-backed securities

$

175,714

$

181,146

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

December 31, 2020

 

Less than 12 months

 

12 months or more

 

Total

 

Unrealized

 

Unrealized

 

Unrealized

(dollars in thousands)

    

Fair Value

    

Losses

    

Fair Value

    

Losses

    

Fair Value

    

Losses

Other securities

$

2,023

$

36

$

771

$

298

$

2,794

$

334

Mortgage-backed securities

 

11,656

 

58

 

 

 

11,656

 

58

Total investment and mortgage-backed securities

$

13,679

$

94

$

771

$

298

$

14,450

$

392

June 30, 2020

 

Less than 12 months

 

12 months or more

 

Total

 

Unrealized

 

Unrealized

 

Unrealized

(dollars in thousands)

    

Fair Value

    

Losses

    

Fair Value

    

Losses

    

Fair Value

    

Losses

Other securities

$

995

$

5

$

643

$

338

$

1,638

$

343

Mortgage-backed securities

 

9,037

 

39

 

 

 

9,037

 

39

Total investments and mortgage-backed securities

$

10,032

$

44

$

643

$

338

$

10,675

$

382

v3.20.4
Loans and Allowance for Credit Losses (Tables)
6 Months Ended
Dec. 31, 2020
Schedule of Accounts, Notes, Loans and Financing Receivable

(dollars in thousands)

    

December 31, 2020

    

June 30, 2020

Real Estate Loans:

Residential

$

636,690

$

627,357

Construction

 

202,009

 

185,924

Commercial

 

902,564

 

887,419

Consumer loans

 

79,590

 

80,767

Commercial loans

 

427,345

 

468,448

 

2,248,198

 

2,249,915

Loans in process

 

(89,015)

 

(78,452)

Deferred loan fees, net

 

(2,313)

 

(4,395)

Allowance for credit losses

 

(35,471)

 

(25,139)

Total loans

$

2,121,399

$

2,141,929

Schedule of Balance in the Allowance for Loan Losses and Recorded Investment

At period end and for the six months ended December 31, 2020

 

Residential

Construction

 

Commercial

 

(dollars in thousands)

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for credit losses:

Balance, beginning of period prior to adoption of CECL

$

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 charged to expense

 

2,112

 

498

 

(750)

 

(823)

 

348

 

1,385

Losses charged off

 

(110)

 

 

 

(72)

 

(234)

 

(416)

Recoveries

 

 

 

1

 

10

 

19

 

30

Balance, end of period

$

10,398

$

2,387

$

15,239

$

1,362

$

6,085

$

35,471

Ending Balance: individually evaluated for impairment

$

232

$

$

$

$

$

232

Ending Balance: collectively evaluated for impairment

$

10,166

$

2,387

$

15,239

$

1,362

$

6,085

$

35,239

Ending Balance: loans acquired with deteriorated credit quality

$

$

$

$

$

$

Loans:

Ending Balance: individually evaluated for impairment

$

904

$

$

$

$

$

904

Ending Balance: collectively evaluated for impairment

$

635,760

$

112,037

$

891,311

$

79,590

$

424,169

$

2,142,867

Ending Balance: loans acquired with deteriorated credit quality

$

26

$

957

$

11,253

$

$

3,176

$

15,412

For the three months ended December 31, 2020

 

Residential

Construction

Commercial

 

(dollars in thousands)

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for loan losses:

Balance, beginning of period

 

$

8,629

 

$

1,892

 

$

16,050

 

$

2,305

 

$

6,208

 

$

35,084

Provision charged to expense

1,859

495

(811)

(882)

(49)

612

Losses charged off

(90)

(67)

(89)

(246)

Recoveries

6

15

21

Balance, end of period

 

$

10,398

 

$

2,387

 

$

15,239

 

$

1,362

 

$

6,085

 

$

35,471

At period end and for the six months ended December 31, 2019

 

Residential

Construction

 

Commercial

 

(dollars in thousands)

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for loan losses:

Balance, beginning of period

$

3,706

$

1,365

$

9,399

$

1,046

$

4,387

$

19,903

Provision charged to expense

 

160

 

292

 

413

 

92

 

327

 

1,284

Losses charged off

 

(172)

 

 

 

(97)

 

(147)

 

(416)

Recoveries

 

18

 

 

15

 

9

 

1

 

43

Balance, end of period

$

3,712

$

1,657

$

9,827

$

1,050

$

4,568

$

20,814

Ending Balance: individually evaluated for impairment

$

$

$

$

$

$

Ending Balance: collectively evaluated for impairment

$

3,712

$

1,657

$

9,827

$

1,050

$

4,568

$

20,814

Ending Balance: loans acquired with deteriorated credit quality

$

$

$

$

$

$

For the three months ended December 31, 2019

 

Residential

Construction

Commercial

 

(dollars in thousands)

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for loan losses:

Balance, beginning of period

 

$

3,572

 

$

1,539

 

$

9,789

 

$

1,074

 

$

4,736

 

$

20,710

Provision charged to expense

294

118

37

(4)

(57)

388

Losses charged off

(172)

(26)

(112)

(310)

Recoveries

18

1

6

1

26

Balance, end of period

 

$

3,712

 

$

1,657

 

$

9,827

 

$

1,050

 

$

4,568

 

$

20,814

At June 30, 2020

 

Residential

Construction

 

Commercial

 

(dollars in thousands)

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

    

Total

Allowance for loan losses:

Balance, end of period

$

4,875

$

2,010

$

12,132

$

1,182

$

4,940

$

25,139

Ending Balance: individually evaluated for impairment

$

$

$

$

$

$

Ending Balance: collectively evaluated for impairment

$

4,875

$

2,010

$

12,132

$

1,182

$

4,940

$

25,139

Ending Balance: loans acquired with deteriorated credit quality

$

$

$

$

$

$

Loans:

 

  

 

  

 

  

 

  

 

  

 

  

Ending Balance: individually evaluated for impairment

$

$

$

$

$

$

Ending Balance: collectively evaluated for impairment

$

626,085

$

106,194

$

872,716

$

80,767

$

463,902

$

2,149,664

Ending Balance: loans acquired with deteriorated credit quality

$

1,272

$

1,278

$

14,703

$

$

4,546

$

21,799

Schedule Of Financing Receivable Credit Quality Indicators

Revolving

    

2021

    

2020

    

2019

    

2018

    

2017

    

Prior

    

loans

    

Total

Residential Real Estate

Pass

$

177,544

$

217,239

$

46,353

$

43,929

$

31,359

$

96,805

$

5,156

$

618,385

Watch

 

125

 

121

 

10,997

 

 

96

 

825

 

 

12,164

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

4,714

 

145

 

226

 

54

 

57

 

913

 

 

6,109

Doubtful

 

 

 

 

 

 

32

 

 

32

Total Residential Real Estate

$

182,383

$

217,505

$

57,576

$

43,983

$

31,512

$

98,575

$

5,156

$

636,690

Construction Real Estate

 

 

 

 

 

 

 

 

Pass

$

54,966

$

50,216

$

7,812

$

$

$

$

$

112,994

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

Total Construction Real Estate

$

54,966

$

50,216

$

7,812

$

$

$

$

$

112,994

Commercial Real Estate

 

 

 

 

 

 

 

 

Pass

$

158,927

$

198,979

$

128,221

$

138,403

$

81,442

$

106,507

$

31,017

$

843,496

Watch

 

4,025

 

10,580

 

9,541

 

7,028

 

14,245

 

43

 

891

 

46,353

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

5,849

 

4,187

 

559

 

134

 

53

 

1,045

 

 

11,827

Doubtful

 

 

 

888

 

 

 

 

 

888

Total Commercial Real Estate

$

168,801

$

213,746

$

139,209

$

145,565

$

95,740

$

107,595

$

31,908

$

902,564

Consumer

 

 

 

 

 

 

 

 

Pass

$

13,996

$

13,610

$

5,987

$

2,040

$

1,025

$

733

$

41,990

$

79,381

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

51

 

15

 

 

37

 

 

7

 

99

 

209

Doubtful

 

 

 

 

 

 

 

 

Total Consumer

$

14,047

$

13,625

$

5,987

$

2,077

$

1,025

$

740

$

42,089

$

79,590

Commercial

 

 

 

 

 

 

 

 

Pass

$

89,745

$

154,004

$

26,743

$

11,048

$

9,469

$

11,667

$

116,649

$

419,325

Watch

 

1,008

 

124

 

64

 

 

 

 

1,069

 

2,265

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

136

 

1,574

 

1,575

 

10

 

180

 

5

 

2,275

 

5,755

Doubtful

 

 

 

 

 

 

 

 

Total Commercial

$

90,889

$

155,702

$

28,382

$

11,058

$

9,649

$

11,672

$

119,993

$

427,345

Total Loans

 

 

 

 

 

 

 

 

Pass

$

495,178

$

634,048

$

215,116

$

195,420

$

123,295

$

215,712

$

194,812

$

2,073,581

Watch

 

5,158

 

10,825

 

20,602

 

7,028

 

14,341

 

868

 

1,960

 

60,782

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

10,750

 

5,921

 

2,360

 

235

 

290

 

1,970

 

2,374

 

23,900

Doubtful

 

 

 

888

 

 

 

32

 

 

920

Total

$

511,086

$

650,794

$

238,966

$

202,683

$

137,926

$

218,582

$

199,146

$

2,159,183

Schedule Of Loan Portfolio Aging Analysis

December 31, 2020

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

Real Estate Loans:

Residential

$

383

$

944

$

1,298

$

2,625

$

634,065

$

636,690

$

Construction

 

 

 

 

 

112,994

 

112,994

 

Commercial

 

923

 

880

 

616

 

2,419

 

900,145

 

902,564

 

Consumer loans

 

486

 

152

 

227

 

865

 

78,725

 

79,590

 

Commercial loans

 

1,269

 

83

 

394

 

1,746

 

425,599

 

427,345

 

Total loans

$

3,061

$

2,059

$

2,535

$

7,655

$

2,151,528

$

2,159,183

$

June 30, 2020

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

Real Estate Loans:

 

  

 

  

 

  

 

  

 

  

 

  

 

  

Residential

$

772

$

378

$

654

$

1,804

$

625,553

$

627,357

$

Construction

 

 

 

 

 

107,472

 

107,472

 

Commercial

 

641

 

327

 

1,073

 

2,041

 

885,378

 

887,419

 

Consumer loans

 

180

 

53

 

193

 

426

 

80,341

 

80,767

 

Commercial loans

 

93

 

1,219

 

810

 

2,122

 

466,326

 

468,448

 

Total loans

$

1,686

$

1,977

$

2,730

$

6,393

$

2,165,070

$

2,171,463

$

Schedule of company's collateral dependent loans and related ACL

    

Amortized cost basis of

    

    

loans determined to be

Related allowance

collateral dependent

for credit losses

(dollars in thousands)

 

  

 

  

Residential real estate loans

 

  

 

  

1- to 4-family residential loans

$

904

$

232

Total loans

$

904

$

232

Schedule Of Impaired Loans

June 30, 2020

Recorded

Unpaid Principal

Specific

(dollars in thousands)

    

Balance

    

Balance

    

Allowance

Loans without a specific valuation allowance:

Residential real estate

$

3,811

$

4,047

$

Construction real estate

 

1,277

 

1,312

 

Commercial real estate

 

19,271

 

23,676

 

Consumer loans

 

 

Commercial loans

 

5,040

 

6,065

 

Loans with a specific valuation allowance:

 

  

 

  

 

Residential real estate

$

$

$

Construction real estate

 

 

 

Commercial real estate

 

 

 

Consumer loans

 

 

 

Commercial loans

 

 

 

Total:

 

  

 

  

 

  

Residential real estate

$

3,811

$

4,047

$

Construction real estate

$

1,277

$

1,312

$

Commercial real estate

$

19,271

$

23,676

$

Consumer loans

$

$

$

Commercial loans

$

5,040

$

6,065

$

Schedule Of Interest Income Recognized On Impaired Loans

For the three-month period ended

December 31, 2019

Average

Investment in

Interest Income

(dollars in thousands)

    

Impaired Loans

    

Recognized

Residential Real Estate

$

1,482

$

22

Construction Real Estate

 

1,300

 

36

Commercial Real Estate

 

15,756

 

340

Consumer Loans

 

 

Commercial Loans

 

5,760

 

121

Total Loans

$

24,298

$

519

For the six-month period ended

December 31, 2019

Average

Investment in

Interest Income

(dollars in thousands)

    

Impaired Loans

    

Recognized

Residential Real Estate

 

$

1,549

 

$

45

Construction Real Estate

1,302

84

Commercial Real Estate

16,958

675

Consumer Loans

Commercial Loans

5,904

214

Total Loans

 

$

25,713

 

$

1,018

Schedule of Financing Receivables, Non Accrual Status

(dollars in thousands)

    

December 31, 2020

    

June 30, 2020

Residential real estate

$

4,140

$

4,010

Construction real estate

 

 

Commercial real estate

 

2,841

 

3,106

Consumer loans

 

227

 

196

Commercial loans

 

1,122

 

1,345

Total loans

$

8,330

$

8,657

Schedule of Debtor Troubled Debt Restructuring, Current Period

For the three-month periods ended

December 31, 2020

December 31, 2019

Number of

Recorded

Number of

Recorded

(dollars in thousands)

    

modifications

    

Investment

    

modifications

    

Investment

Residential real estate

 

$

 

$

Construction real estate

 

 

 

 

Commercial real estate

 

 

 

 

Consumer loans

 

 

 

 

Commercial loans

 

 

 

 

Total

 

$

 

$

For the six-month periods ended

December 31, 2020

December 31, 2019

Number of

Recorded

Number of

Recorded

(dollars in thousands)

    

modifications

    

Investment

    

modifications

    

Investment

Residential real estate

 

1

 

$

96

 

 

$

Construction real estate

 

 

Commercial real estate

 

2

1,798

 

Consumer loans

 

 

Commercial loans

 

1

33

 

Total

 

4

 

$

1,927

 

 

$

Schedule Of Performing Loans Classified As Troubled Debt Restructuring Loans

December 31, 2020

June 30, 2020

Number of

Recorded

Number of

Recorded

(dollars in thousands)

    

modifications

    

Investment

    

modifications

    

Investment

Residential real estate

 

3

$

1,014

 

3

$

791

Construction real estate

 

 

 

 

Commercial real estate

 

7

 

3,907

 

10

 

4,544

Consumer loans

 

 

 

 

Commercial loans

 

8

 

2,976

 

7

 

3,245

Total

 

18

$

7,897

 

20

$

8,580

Purchase Credit Impaired  
Schedule of Credit Risk Profile of the Company's Loan Portfolio

June 30, 2020

Residential

Construction

Commercial

(dollars in thousands)

    

Real Estate

    

Real Estate

    

Real Estate

    

Consumer

    

Commercial

Pass

$

620,004

$

103,105

$

829,276

$

80,517

$

457,385

Watch

 

1,900

 

4,367

 

45,262

 

45

 

4,708

Special Mention

 

 

 

403

 

25

 

Substandard

 

5,453

 

 

11,590

 

180

 

6,355

Doubtful

 

 

 

888

 

 

Total

$

627,357

$

107,472

$

887,419

$

80,767

$

468,448

v3.20.4
Premises and Equipment (Tables)
6 Months Ended
Dec. 31, 2020
Premises and Equipment  
Summary of premises and equipment

(dollars in thousands)

    

December 31, 2020

    

June 30, 2020

Land

$

12,480

$

12,585

Buildings and improvements

 

56,789

 

56,039

Construction in progress

 

248

 

435

Furniture, fixtures, equipment and software

 

18,471

 

18,109

Automobiles

 

120

 

120

Operating leases ROU asset

 

1,926

 

1,965

 

90,034

 

89,253

Less accumulated depreciation

 

26,064

 

24,147

$

63,970

$

65,106

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

    

December 31, 2020

    

June 30, 2020

Consolidated Balance Sheet

 

  

 

  

Operating leases right of use asset

$

1,926

$

1,965

Operating leases liability

$

1,926

$

1,965

    

Three Months Ended December 31,

Six Months Ended December 31,

2020

2019

2020

 

2019

Consolidated Statement of Income

 

  

 

  

Operating lease costs classified as occupancy and equipment expense

$

63

$

52

$

135

$

109

(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

$

58

$

39

$

126

$

78

ROU assets obtained in exchange for operating lease obligations:

$

$

$

$

2,004

Schedule of future minimum rental payments for operating leases

(dollars in thousands)

    

  

2021

$

134

2022

 

243

2023

 

243

2024

 

243

2025

 

242

Thereafter

 

2,229

Future lease payments expected

$

3,334

v3.20.4
Deposits (Tables)
6 Months Ended
Dec. 31, 2020
Deposits  
Schedule of Deposit Liabilities

(dollars in thousands)

    

December 31, 2020

    

June 30, 2020

Non-interest bearing accounts

$

337,736

$

316,048

NOW accounts

 

868,456

 

781,937

Money market deposit accounts

 

238,333

 

231,162

Savings accounts

 

198,388

 

181,229

Certificates

 

622,174

 

674,471

Total Deposit Accounts

$

2,265,087

$

2,184,847

v3.20.4
Earnings Per Share (Tables)
6 Months Ended
Dec. 31, 2020
Earnings Per Share  
Schedule of Earnings Per Share, Basic and Diluted

Three months ended

 

Six months ended

December 31, 

 

December 31, 

    

2020

    

2019

    

2020

    

2019

(dollars in thousands except per share data)

 

  

 

  

Net income

$

12,048

$

7,717

$

22,033

$

15,545

Less: distributed earnings allocated to participating securities

 

(4)

 

 

(8)

 

Less: undistributed earnings allocated to participating securities

 

(30)

 

 

(56)

 

Net income available to common shareholders

12,014

7,717

21,969

15,545

Weighted-average common shares outstanding, including participating securities

 

9,089,735

 

9,232,257

 

9,108,301

 

9,232,257

Less: weighted-average participating securities outstanding (restricted shares)

 

(25,410)

 

 

(26,335)

 

Weighted-average basic common shares outstanding

 

9,064,325

 

9,232,257

 

9,081,966

 

9,232,257

Add: effect of dilutive securities, stock options, and awards

 

2,909

 

 

2,220

 

Denominator for diluted earnings per share

9,067,234

9,232,257

9,084,186

9,232,257

Basic earnings per share available to common stockholders

$

1.33

$

0.84

$

2.42

$

1.69

Diluted earnings per share available to common stockholders

$

1.32

$

0.84

$

2.42

$

1.68

v3.20.4
Income Taxes (Tables)
6 Months Ended
Dec. 31, 2020
Income Taxes  
Schedule of Effective Income Tax Rate Reconciliation

    

For the three-month periods ended

    

For the six-month periods ended

(dollars in thousands)

December 31, 2020

December 31, 2019

December 31, 2020

December 31, 2019

Income taxes

 

  

 

  

  

 

  

Current

$

3,139

$

1,915

$

5,903

$

3,884

Deferred

 

14

 

6

 

(3)

 

12

Total income tax provision

$

3,153

$

1,921

$

5,900

$

3,896

Schedule of Deferred Tax Assets and Liabilities

(dollars in thousands)

    

December 31, 2020

    

June 30, 2020

Deferred tax assets:

 

  

 

  

Provision for losses on loans

$

8,309

$

5,802

Accrued compensation and benefits

 

607

 

825

NOL carry forwards acquired

 

123

 

149

Minimum Tax Credit

 

 

130

Unrealized loss on other real estate

 

170

 

257

Other

 

 

26

Total deferred tax assets

 

9,209

 

7,189

Deferred tax liabilities:

 

 

Purchase accounting adjustments

 

165

 

64

Depreciation

 

1,664

 

1,665

FHLB stock dividends

 

120

 

120

Prepaid expenses

 

255

 

259

Unrealized gain on available for sale securities

 

1,195

 

1,265

Other

 

39

 

104

Total deferred tax liabilities

 

3,438

 

3,477

Net deferred tax asset

$

5,771

$

3,712

Schedule of Reconciliation of Income Tax Expense at the Statutory Rate to Actual Income Tax

    

For the three-month periods ended

    

For the six-month periods ended

(dollars in thousands)

December 31, 2020

    

December 31, 2019

    

December 31, 2020

December 31, 2019

Tax at statutory rate

$

3,192

$

2,024

$

5,866

$

4,083

Increase (reduction) in taxes resulting from:

 

 

 

 

Nontaxable municipal income

 

(108)

 

(113)

 

(211)

 

(226)

State tax, net of Federal benefit

 

261

 

87

 

502

 

196

Cash surrender value of Bank-owned life insurance

 

(205)

 

(53)

 

(263)

 

(106)

Tax credit benefits

 

(5)

 

(4)

 

(9)

 

(6)

Other, net

 

18

 

(20)

 

15

 

(45)

Actual provision

$

3,153

$

1,921

$

5,900

$

3,896

v3.20.4
Fair Value Measurements (Tables)
6 Months Ended
Dec. 31, 2020
Fair Value Measurements  
Fair Value, Assets Measured on Recurring Basis

Fair Value Measurements at December 31, 2020, 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)

State and political subdivisions

$

48,474

$

$

48,474

$

Other securities

 

15,309

 

 

15,309

 

Mortgage-backed GSE residential

 

117,363

 

 

117,363

 

Fair Value Measurements at June 30, 2020, 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)

State and political subdivisions

$

41,988

$

$

41,988

$

Other securities

 

7,624

 

 

7,624

 

Mortgage-backed GSE residential

 

126,912

 

 

126,912

 

Fair Value Measurements, Nonrecurring

Fair Value Measurements at December 31, 2020, 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

$

607

$

$

$

607

Fair Value Measurements at June 30, 2020, 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

$

2,211

$

$

$

2,211

Gains (Losses) Recognized on Assets Measured on a Nonrecurring Basis

    

For the three months ended

(dollars in thousands)

December 31, 2020

December 31, 2019

Foreclosed and repossessed assets held for sale

$

(24)

$

(96)

Total losses on assets measured on a non-recurring basis

$

(24)

$

(96)

Fair Value Option, Disclosures

    

    

    

    

Range

    

 

Fair value at

Valuation

Unobservable

of

Weighted-average

 

(dollars in thousands)

December 31, 2020

technique

inputs

inputs applied

inputs applied

 

Nonrecurring Measurements

 

  

 

  

 

  

 

  

 

  

Foreclosed and repossessed assets

$

607

 

Third party appraisal

 

Marketability discount

 

0.0% - 60.4

%  

21.8

%

    

    

    

    

Range

    

 

Fair value at

Valuation

Unobservable

of

Weighted-average

 

(dollars in thousands)

June 30, 2020

technique

inputs

inputs applied

inputs applied

 

Nonrecurring Measurements

 

  

 

  

 

  

 

  

 

  

Foreclosed and repossessed assets

$

2,211

 

Third party appraisal

 

Marketability discount

 

8.0% - 56.9

%  

15.7

%

Schedule of Financial Instruments

December 31, 2020

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

$

149,520

$

149,520

$

$

Interest-bearing time deposits

 

976

 

 

976

 

Stock in FHLB

 

5,987

 

 

5,987

 

Stock in Federal Reserve Bank of St. Louis

 

5,017

 

 

5,017

 

Loans receivable, net

 

2,121,399

 

 

 

2,142,067

Accrued interest receivable

 

12,377

 

 

12,377

 

Financial liabilities

 

 

  

 

  

 

  

Deposits

 

2,265,087

 

1,642,913

 

 

625,697

Advances from FHLB

 

63,286

 

 

64,992

 

Accrued interest payable

 

1,106

 

 

1,106

 

Subordinated debt

 

15,193

 

 

 

13,849

Unrecognized financial instruments (net of contract amount)

 

 

 

 

Commitments to originate loans

 

 

 

 

Letters of credit

 

 

 

 

Lines of credit

 

 

 

 

June 30, 2020

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

$

54,245

$

54,245

$

$

Interest-bearing time deposits

 

974

 

 

974

 

Stock in FHLB

 

6,390

 

 

6,390

 

Stock in Federal Reserve Bank of St. Louis

 

4,363

 

 

4,363

 

Loans receivable, net

 

2,141,929

 

 

 

2,143,823

Accrued interest receivable

 

12,116

 

 

12,116

 

Financial liabilities

 

  

 

  

 

  

 

  

Deposits

 

2,184,847

 

1,508,740

 

 

676,816

Advances from FHLB

 

70,024

 

 

72,136

 

Accrued interest payable

 

1,646

 

 

1,646

 

Subordinated debt

 

15,142

 

 

 

11,511

Unrecognized financial instruments (net of contract amount)

 

  

 

 

  

Commitments to originate loans

 

 

 

 

Letters of credit

 

 

 

 

Lines of credit

 

 

 

 

v3.20.4
Organization and Summary of Significant Accounting Policies (Details) - USD ($)
6 Months Ended
Dec. 31, 2020
Jun. 30, 2020
Organization and Summary of Significant Accounting Policies    
Entity Incorporation, State or Country Code MO  
Real Estate Investments, Net $ 916,000,000  
Interest-bearing deposits in other depository institutions 100,000,000 $ 7,000,000
Deposits held in various commercial banks $ 291,000 $ 319,000
Interest bearing deposits maturity period (in yeras) 7 years  
Amortized cost basis of PCD loans $ 434,000  
v3.20.4
Organization and Summary of Significant Accounting Policies - Premises and Equipment and Goodwill (Details)
$ in Millions
6 Months Ended
Dec. 31, 2020
USD ($)
Property, Plant and Equipment [Line Items]  
Impairment loss on goodwill $ 0.0
Software  
Property, Plant and Equipment [Line Items]  
Estimated lives (in years) P3Y
Minimum | Premises  
Property, Plant and Equipment [Line Items]  
Estimated lives (in years) P7Y
Minimum | Equipment  
Property, Plant and Equipment [Line Items]  
Estimated lives (in years) P3Y
Maximum | Premises  
Property, Plant and Equipment [Line Items]  
Estimated lives (in years) P40Y
Maximum | Equipment  
Property, Plant and Equipment [Line Items]  
Estimated lives (in years) P7Y
v3.20.4
Organization and Summary of Significant Accounting Policies - Intangible Assets, Finite-Lived (Details) - USD ($)
6 Months Ended 12 Months Ended
Dec. 31, 2020
Jun. 30, 2020
Organization and Summary of Significant Accounting Policies    
Finite-Lived Core Deposits, Gross $ 15,300,000 $ 15,300,000
Finite-Lived Intangible Assets, Accumulated Amortization 9,400,000 8,700,000
Other Finite-Lived Intangible Assets, Gross 3,800,000 3,800,000
Other Finite Lived Intangible Assets Gross Accumulated Amortization 3,800,000 3,800,000
Amortization of Mortgage Servicing Rights (MSRs) $ 1,500,000 1,100,000
Core Deposits and Intangible Assets, Remaining Amortization Period five to seven years  
Remainder of fiscal 2021 $ 677,000  
2022 1,400,000  
2023 1,400,000  
2024 1,400,000  
2025 807,000  
Thereafter 328,000  
Impairment of Intangible Assets, Finite-lived $ 0 $ 0
v3.20.4
Organization and Summary of Significant Accounting Policies - Outside Directors' Retirement (Details)
6 Months Ended
Dec. 31, 2020
age
Organization and Summary of Significant Accounting Policies  
Requisite period 60
Vesting period 5 years
v3.20.4
Organization and Summary of Significant Accounting Policies - Impact of new accounting pronouncements - Schedule of Adoption of ASU 2016-30 (Details) - USD ($)
3 Months Ended 6 Months Ended
Jul. 01, 2020
Jun. 30, 2020
Dec. 31, 2020
As reported under ASU 2016-13 | Loans Receivable      
Impact of adoption of ASU 2016-13 $ 2,142,363,000    
As reported under ASU 2016-13 | Allowance for credit losses on loans | Consumer Loan      
Impact of adoption of ASU 2016-13 2,247,000    
As reported under ASU 2016-13 | Allowance for credit losses on loans | Commercial Loan      
Impact of adoption of ASU 2016-13 5,952,000    
As reported under ASU 2016-13 | Allowance for credit losses on loans | Real Estate Loan | Construction Real Estate      
Impact of adoption of ASU 2016-13 1,889,000    
As reported under ASU 2016-13 | Allowance for credit losses on loans | Real Estate Loan | Residential real estate loans      
Impact of adoption of ASU 2016-13 8,396,000    
As reported under ASU 2016-13 | Allowance for credit losses on loans | Real Estate Loan | Commercial Real Estate      
Impact of adoption of ASU 2016-13 15,988,000    
As reported under ASU 2016-13 | Total allowance for credit losses on loans      
Impact of adoption of ASU 2016-13 34,472,000    
As reported under ASU 2016-13 | Total allowance for credit losses on off-balance sheet credit exposures      
Impact of adoption of ASU 2016-13 2,227,000    
As reported prior to ASU 2016-13 | Loans Receivable      
Impact of adoption of ASU 2016-13 2,141,929,000    
As reported prior to ASU 2016-13 | Allowance for credit losses on loans | Consumer Loan      
Impact of adoption of ASU 2016-13 1,182,000    
As reported prior to ASU 2016-13 | Allowance for credit losses on loans | Commercial Loan      
Impact of adoption of ASU 2016-13 4,940,000    
As reported prior to ASU 2016-13 | Allowance for credit losses on loans | Real Estate Loan | Construction Real Estate      
Impact of adoption of ASU 2016-13 2,010,000    
As reported prior to ASU 2016-13 | Allowance for credit losses on loans | Real Estate Loan | Residential real estate loans      
Impact of adoption of ASU 2016-13 4,875,000    
As reported prior to ASU 2016-13 | Allowance for credit losses on loans | Real Estate Loan | Commercial Real Estate      
Impact of adoption of ASU 2016-13 12,132,000    
As reported prior to ASU 2016-13 | Total allowance for credit losses on loans      
Impact of adoption of ASU 2016-13 25,139,000    
As reported prior to ASU 2016-13 | Total allowance for credit losses on off-balance sheet credit exposures      
Impact of adoption of ASU 2016-13 1,959,000    
Impact of adoption ASU 2016-13      
Increase to the ACL   $ 8,900,000  
Increase in ACL due to transition from PCI to PCD methodology   $ 434,000  
Adjustment to the reserve for unfunded commitments     $ 268,000
Retained earnings     $ 7,200,000
Impact of adoption ASU 2016-13 | Loans Receivable      
Impact of adoption of ASU 2016-13 434,000    
Impact of adoption ASU 2016-13 | Allowance for credit losses on loans | Consumer Loan      
Impact of adoption of ASU 2016-13 1,065,000    
Impact of adoption ASU 2016-13 | Allowance for credit losses on loans | Commercial Loan      
Impact of adoption of ASU 2016-13 1,012,000    
Impact of adoption ASU 2016-13 | Allowance for credit losses on loans | Real Estate Loan | Construction Real Estate      
Impact of adoption of ASU 2016-13 (121,000)    
Impact of adoption ASU 2016-13 | Allowance for credit losses on loans | Real Estate Loan | Residential real estate loans      
Impact of adoption of ASU 2016-13 3,521,000    
Impact of adoption ASU 2016-13 | Allowance for credit losses on loans | Real Estate Loan | Commercial Real Estate      
Impact of adoption of ASU 2016-13 3,856,000    
Impact of adoption ASU 2016-13 | Total allowance for credit losses on loans      
Impact of adoption of ASU 2016-13 9,333,000    
Impact of adoption ASU 2016-13 | Total allowance for credit losses on off-balance sheet credit exposures      
Impact of adoption of ASU 2016-13 $ 268,000    
v3.20.4
Securities - Schedule of available for sale securities (Details) - USD ($)
$ in Thousands
Dec. 31, 2020
Jun. 30, 2020
Other securities    
Available-for-sale Securities, Amortized Cost Basis $ 15,376 $ 7,919
Available for sale Securities Gross Unrealized Gain 267 48
Available For Sale Securities Gross Unrealized Losses (334) (343)
Available-for-sale Securities Estimated Fair Value 15,309 7,624
Mortgage-backed securities    
Available-for-sale Securities, Amortized Cost Basis 113,553 122,375
Available for sale Securities Gross Unrealized Gain 3,868 4,576
Available For Sale Securities Gross Unrealized Losses (58) (39)
Available-for-sale Securities Estimated Fair Value 117,363 126,912
Total investments and mortgage-backed securities    
Available-for-sale Securities, Amortized Cost Basis 175,714 170,780
Available for sale Securities Gross Unrealized Gain 5,824 6,126
Available For Sale Securities Gross Unrealized Losses (392) (382)
Available-for-sale Securities Estimated Fair Value 181,146 176,524
State and political subdivisions    
Available-for-sale Securities, Amortized Cost Basis 46,785 40,486
Available for sale Securities Gross Unrealized Gain 1,689 1,502
Available-for-sale Securities Estimated Fair Value $ 48,474 $ 41,988
v3.20.4
Securities - Investments Classified by Contractual Maturity Date (Details)
$ in Thousands
Dec. 31, 2020
USD ($)
Securities  
Amortized Cost, Within one year $ 1,347
Estimated Fair Value, Within one year 1,367
Amortized Cost, After one year but less than five years 11,055
Estimated Fair Value, After one year but less than five years 11,230
Amortized Cost, After five years but less than ten years 23,718
Estimated Fair Value, After five years but less than ten years 24,326
Amortized Cost, After ten years 26,041
Estimated Fair Value, After ten years 26,860
Amortized Cost, Total investment securities 62,161
Estimated Fair Value, Total investment securities 63,783
Mortgage-backed securities GSE residential amortized cost 113,553
Mortgage-backed securities GSE residential fair value 117,363
Amortized Cost, Total investment and mortgage-backed securities 175,714
Estimated Fair Value, Total investment and mortgage-backed securities $ 181,146
v3.20.4
Securities - Available-for-sale securities, continuous unrealized loss position, Fair value (Details) - USD ($)
$ in Thousands
Dec. 31, 2020
Jun. 30, 2020
Other securities    
Available-for-sale Securities, Continuous Unrealized Loss Position, Less than 12 Months, Fair Value $ 2,023 $ 995
Available-for-sale Securities, Continuous Unrealized Loss Position, Less than 12 Months, Unrealized Losses 36 5
Available-for-sale Securities, Continuous Unrealized Loss Position, 12 Months or more, Fair Value 771 643
Available-for-sale Securities, Continuous Unrealized Loss Position, 12 Months or more, Unrealized Losses 298 338
Available-for-sale Securities, Continuous Unrealized Loss Position, Fair Value 2,794 1,638
Available-for-sale Securities, Continuous Unrealized Loss Position, Unrealized Losses 334 343
Mortgage-backed securities    
Available-for-sale Securities, Continuous Unrealized Loss Position, Less than 12 Months, Fair Value 11,656 9,037
Available-for-sale Securities, Continuous Unrealized Loss Position, Less than 12 Months, Unrealized Losses 58 39
Available-for-sale Securities, Continuous Unrealized Loss Position, Fair Value 11,656 9,037
Available-for-sale Securities, Continuous Unrealized Loss Position, Unrealized Losses 58 39
Total investments and mortgage-backed securities    
Available-for-sale Securities, Continuous Unrealized Loss Position, Less than 12 Months, Fair Value 13,679 10,032
Available-for-sale Securities, Continuous Unrealized Loss Position, Less than 12 Months, Unrealized Losses 94 44
Available-for-sale Securities, Continuous Unrealized Loss Position, 12 Months or more, Fair Value 771 643
Available-for-sale Securities, Continuous Unrealized Loss Position, 12 Months or more, Unrealized Losses 298 338
Available-for-sale Securities, Continuous Unrealized Loss Position, Fair Value 14,450 10,675
Available-for-sale Securities, Continuous Unrealized Loss Position, Unrealized Losses $ 392 $ 382
v3.20.4
Securities - Security owned and pledged as collateral (Details) - USD ($)
$ in Thousands
Dec. 31, 2020
Jun. 30, 2020
Security Owned and Pledged as Collateral, Fair Value $ 150,300 $ 156,100
State and political subdivisions    
Security Owned and Pledged as Collateral, Fair Value 34,900 32,000
Mortgage-backed securities    
Security Owned and Pledged as Collateral, Fair Value 85,500 82,000
Collateralized Mortgage Obligations    
Security Owned and Pledged as Collateral, Fair Value 28,900 41,900
Other securities    
Security Owned and Pledged as Collateral, Fair Value $ 1,000 $ 200
v3.20.4
Securities - Other securities policy (Details)
Dec. 31, 2020
USD ($)
Fair Value Measurement Inputs and Valuation Techniques [Line Items]  
Number of Pooled Trust Preferred Securities 2
Fair Value of Pooled Trust Preferred Securities Held $ 680,000
Unrealized Losses on Pooled Trust Preferred Securities in a Continuous Unrealized Loss Position for 12 Months or More $ 296,000
Prepayments  
Fair Value Measurement Inputs and Valuation Techniques [Line Items]  
Securities, Input rate 0.016
Annual defaults  
Fair Value Measurement Inputs and Valuation Techniques [Line Items]  
Securities, Input rate 0.0050
Recovery rate  
Fair Value Measurement Inputs and Valuation Techniques [Line Items]  
Securities, Input rate 0.10
Lagged years  
Fair Value Measurement Inputs and Valuation Techniques [Line Items]  
Securities, Input term 2 years
v3.20.4
Loans and Allowance for Credit Losses - Classes of loans (Details) - USD ($)
$ in Thousands
6 Months Ended 12 Months Ended
Dec. 31, 2020
Jun. 30, 2020
Loans Receivable Gross    
Loans Receivable $ 2,248,198 $ 2,249,915
Loans in process    
Loans Receivable (89,015) (78,452)
Deferred loan fees, net    
Loans Receivable (2,313) (4,395)
Allowance for credit losses    
Loans Receivable (35,471) (25,139)
Loans Receivable    
Loans Receivable 2,121,399 2,141,929
Consumer Loan    
Loans Receivable 79,590 80,767
Commercial Loan    
Loans Receivable 427,345 468,448
Construction Real Estate    
Loans Receivable 202,009 185,924
Residential real estate loans    
Loans Receivable 636,690 627,357
Commercial Real Estate    
Loans Receivable $ 902,564 $ 887,419
v3.20.4
Loans and Allowance for Credit Losses - Purchased participation loans, Construction Lending Policy and Construction Loans Modified for other than TDR (Details)
$ in Millions
6 Months Ended 12 Months Ended
Dec. 31, 2020
USD ($)
Jun. 30, 2020
USD ($)
Number of purchased participation loans 21 23
Purchased participation loans $ 66.0 $ 58.2
Construction Loans    
Amount of Loans Modified for Other Than TDR $ 28.5 $ 48.8
Number of Loans Modified for Other Than TDR 51 77
v3.20.4
Loans and Allowance for Credit Losses - Classes of loans information (Details)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2020
USD ($)
Dec. 31, 2019
USD ($)
Dec. 31, 2020
USD ($)
item
Dec. 31, 2019
USD ($)
Jun. 30, 2020
USD ($)
Provision for credit losses | $ $ 612 $ 388 $ 1,385 $ 1,284  
ACL | $ $ 35,471   $ 35,471   $ 25,139
Consumer Loan          
Amortization period of loans     5 years    
Consumer Loans, Home Equity Lines Of Credit          
Maximum percentage of appraised value or purchase price that loans cannot exceed     100.00%    
Amortization period of loans     10 years    
Consumer Loans, Other Than Home Equity Lines Of Credit          
Maximum percentage of appraised value or purchase price that loans cannot exceed     100.00%    
Amortization period of loans     60 months    
Commercial Loan          
Amortization period of loans     5 years    
Amortization period for commercial operating lines of credit or agricultural production lines     1 year    
Construction Real Estate | Minimum          
Maturities of single-family residential construction loans     6 months    
Maturities of multifamily or commercial construction loans     12 months    
Construction Real Estate | Maximum          
Maturities of single-family residential construction loans     12 months    
Maturities of multifamily or commercial construction loans     24 months    
Residential real estate loans          
Fixed-rate and adjustable-rate mortgage (ARM) loans amortization period (in years)     30 years    
Amortization period of multi-family residential loans if balloon maturities     10 years    
Residential real estate loans | Minimum          
Number of family residences | item     1    
Residential real estate loans | Maximum          
Number of family residences | item     4    
Residential real estate loans | Construction Real Estate          
Amortization period of loans     30 years    
Residential real estate loans | Single Family [Member]          
Maximum percentage of appraised value or purchase price that loans cannot exceed     90.00%    
Residential real estate loans | Multifamily [Member]          
Maximum percentage of appraised value or purchase price that loans cannot exceed     85.00%    
Amortization period of loans     25 years    
Commercial Real Estate          
Maximum percentage of appraised value or purchase price that loans cannot exceed     80.00%    
Amortization period of loans     25 years    
Term of fixed interest applicabality 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    
Commercial Real Estate | Construction Real Estate          
Amortization period of loans     25 years    
v3.20.4
Loans and Allowance for Credit Losses - Schedule of balance in the ACL and the recorded investment in loans (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended 12 Months Ended
Dec. 31, 2020
Dec. 31, 2019
Dec. 31, 2020
Dec. 31, 2019
Jun. 30, 2020
Beginning balance of allowance for loan losses $ 35,084 $ 20,710 $ 25,139 $ 19,903 $ 19,903
Impact of CECL adoption     9,333    
Provision charged to expense 612 388 1,385 1,284  
Losses charged off (246) (310) (416) (416)  
Recoveries 21 26 30 43  
Ending balance of allowance for loan losses 35,471 20,814 35,471 20,814 25,139
Ending Balance: individually evaluated for impairment 232   232    
Ending Balance: collectively evaluated for impairment 35,239 20,814 35,239 20,814 25,139
Ending Balance: loans acquired with deteriorated credit quality         0
Ending Balance: individually evaluated for impairment 904   904   0
Ending Balance: collectively evaluated for impairment 2,142,867   2,142,867   2,149,664
Ending Balance: loans acquired with deteriorated credit quality     15,412   21,799
Prior to adoption of CECL          
Beginning balance of allowance for loan losses     25,139    
Ending balance of allowance for loan losses         25,139
Consumer Loan          
Beginning balance of allowance for loan losses 2,305 1,074 1,182 1,046 1,046
Impact of CECL adoption     1,065    
Provision charged to expense (882) (4) (823) 92  
Losses charged off (67) (26) (72) (97)  
Recoveries 6 6 10 9  
Ending balance of allowance for loan losses 1,362 1,050 1,362 1,050 1,182
Ending Balance: collectively evaluated for impairment 1,362 1,050 1,362 1,050 1,182
Ending Balance: loans acquired with deteriorated credit quality         0
Ending Balance: individually evaluated for impairment         0
Ending Balance: collectively evaluated for impairment 79,590   79,590   80,767
Ending Balance: loans acquired with deteriorated credit quality         0
Consumer Loan | Prior to adoption of CECL          
Beginning balance of allowance for loan losses     1,182    
Ending balance of allowance for loan losses         1,182
Commercial Loan          
Beginning balance of allowance for loan losses 6,208 4,736 4,940 4,387 4,387
Impact of CECL adoption     1,012    
Provision charged to expense (49) (57) 348 327  
Losses charged off (89) (112) (234) (147)  
Recoveries 15 1 19 1  
Ending balance of allowance for loan losses 6,085 4,568 6,085 4,568 4,940
Ending Balance: collectively evaluated for impairment 6,085 4,568 6,085 4,568 4,940
Ending Balance: loans acquired with deteriorated credit quality         0
Ending Balance: individually evaluated for impairment         0
Ending Balance: collectively evaluated for impairment 424,169   424,169   463,902
Ending Balance: loans acquired with deteriorated credit quality     3,176   4,546
Commercial Loan | Prior to adoption of CECL          
Beginning balance of allowance for loan losses     4,940    
Ending balance of allowance for loan losses         4,940
Construction Real Estate          
Beginning balance of allowance for loan losses 1,892 1,539 2,010 1,365 1,365
Impact of CECL adoption     (121)    
Provision charged to expense 495 118 498 292  
Losses charged off   0      
Recoveries   0      
Ending balance of allowance for loan losses 2,387 1,657 2,387 1,657 2,010
Ending Balance: collectively evaluated for impairment 2,387 1,657 2,387 1,657 2,010
Ending Balance: loans acquired with deteriorated credit quality         0
Ending Balance: individually evaluated for impairment         0
Ending Balance: collectively evaluated for impairment 112,037   112,037   106,194
Ending Balance: loans acquired with deteriorated credit quality     957   1,278
Construction Real Estate | Prior to adoption of CECL          
Beginning balance of allowance for loan losses     2,010    
Ending balance of allowance for loan losses         2,010
Residential real estate loans          
Beginning balance of allowance for loan losses 8,629 3,572 4,875 3,706 3,706
Impact of CECL adoption     3,521    
Provision charged to expense 1,859 294 2,112 160  
Losses charged off (90) (172) (110) (172)  
Recoveries   18   18  
Ending balance of allowance for loan losses 10,398 3,712 10,398 3,712 4,875
Ending Balance: individually evaluated for impairment 232   232    
Ending Balance: collectively evaluated for impairment 10,166 3,712 10,166 3,712 4,875
Ending Balance: loans acquired with deteriorated credit quality         0
Ending Balance: individually evaluated for impairment 904   904   0
Ending Balance: collectively evaluated for impairment 635,760   635,760   626,085
Ending Balance: loans acquired with deteriorated credit quality     26   1,272
Residential real estate loans | Prior to adoption of CECL          
Beginning balance of allowance for loan losses     4,875    
Ending balance of allowance for loan losses         4,875
Commercial Real Estate          
Beginning balance of allowance for loan losses 16,050 9,789 12,132 9,399 9,399
Impact of CECL adoption     3,856    
Provision charged to expense (811) 37 (750) 413  
Losses charged off   0      
Recoveries   1 1 15  
Ending balance of allowance for loan losses 15,239 9,827 15,239 9,827 12,132
Ending Balance: collectively evaluated for impairment 15,239 $ 9,827 15,239 $ 9,827 12,132
Ending Balance: loans acquired with deteriorated credit quality         0
Ending Balance: individually evaluated for impairment         0
Ending Balance: collectively evaluated for impairment $ 891,311   891,311   872,716
Ending Balance: loans acquired with deteriorated credit quality     11,253   14,703
Commercial Real Estate | Prior to adoption of CECL          
Beginning balance of allowance for loan losses     $ 12,132    
Ending balance of allowance for loan losses         $ 12,132
v3.20.4
Loans and Allowance for Credit Losses - Financing receivable credit quality indicators (Details) - USD ($)
$ in Thousands
Dec. 31, 2021
Dec. 31, 2020
Dec. 31, 2019
Dec. 31, 2018
Dec. 31, 2017
Consumer Loan          
Financing Receivable Credit Quality Indicators $ 14,047 $ 13,625 $ 5,987 $ 2,077 $ 1,025
Prior to 2017 | Consumer Loan          
Financing Receivable Credit Quality Indicators   740      
Revolving Credit Facility | Consumer Loan          
Financing Receivable Credit Quality Indicators   42,089      
Total Credit Quality Indicator for Years | Consumer Loan          
Financing Receivable Credit Quality Indicators   79,590      
Purchase Credit Deteriorated | Pass | Construction Real Estate          
Financing Receivable Credit Quality Indicators 54,966 50,216 7,812    
Purchase Credit Deteriorated | Substandard | Consumer Loan          
Financing Receivable Credit Quality Indicators 51 15   37  
Purchase Credit Deteriorated | Substandard | Commercial Loan          
Financing Receivable Credit Quality Indicators 136 1,574 1,575 10 180
Purchase Credit Deteriorated | Residential real estate loans | Substandard          
Financing Receivable Credit Quality Indicators 4,714 145 226 54 57
Purchase Credit Deteriorated | Commercial Real Estate          
Financing Receivable Credit Quality Indicators 168,801 213,746 139,209 145,565 95,740
Purchase Credit Deteriorated | Commercial Real Estate | Pass          
Financing Receivable Credit Quality Indicators 158,927 198,979 128,221 138,403 81,442
Purchase Credit Deteriorated | Commercial Real Estate | Watch          
Financing Receivable Credit Quality Indicators 4,025 10,580 9,541 7,028 14,245
Purchase Credit Deteriorated | Commercial Real Estate | Substandard          
Financing Receivable Credit Quality Indicators 5,849 4,187 559 134 53
Purchase Credit Deteriorated | Commercial Real Estate | Doubtful          
Financing Receivable Credit Quality Indicators     888    
Purchase Credit Deteriorated | Prior to 2017 | Substandard | Consumer Loan          
Financing Receivable Credit Quality Indicators   7      
Purchase Credit Deteriorated | Prior to 2017 | Substandard | Commercial Loan          
Financing Receivable Credit Quality Indicators   5      
Purchase Credit Deteriorated | Prior to 2017 | Residential real estate loans | Substandard          
Financing Receivable Credit Quality Indicators   913      
Purchase Credit Deteriorated | Prior to 2017 | Residential real estate loans | Doubtful          
Financing Receivable Credit Quality Indicators   32      
Purchase Credit Deteriorated | Prior to 2017 | Commercial Real Estate          
Financing Receivable Credit Quality Indicators   107,595      
Purchase Credit Deteriorated | Prior to 2017 | Commercial Real Estate | Pass          
Financing Receivable Credit Quality Indicators   106,507      
Purchase Credit Deteriorated | Prior to 2017 | Commercial Real Estate | Watch          
Financing Receivable Credit Quality Indicators   43      
Purchase Credit Deteriorated | Prior to 2017 | Commercial Real Estate | Substandard          
Financing Receivable Credit Quality Indicators   1,045      
Purchase Credit Deteriorated | Revolving Credit Facility | Substandard | Consumer Loan          
Financing Receivable Credit Quality Indicators   99      
Purchase Credit Deteriorated | Revolving Credit Facility | Substandard | Commercial Loan          
Financing Receivable Credit Quality Indicators   2,275      
Purchase Credit Deteriorated | Revolving Credit Facility | Commercial Real Estate          
Financing Receivable Credit Quality Indicators   31,908      
Purchase Credit Deteriorated | Revolving Credit Facility | Commercial Real Estate | Pass          
Financing Receivable Credit Quality Indicators   31,017      
Purchase Credit Deteriorated | Revolving Credit Facility | Commercial Real Estate | Watch          
Financing Receivable Credit Quality Indicators   891      
Purchase Credit Deteriorated | Total Credit Quality Indicator for Years | Pass | Construction Real Estate          
Financing Receivable Credit Quality Indicators   112,994      
Purchase Credit Deteriorated | Total Credit Quality Indicator for Years | Substandard | Consumer Loan          
Financing Receivable Credit Quality Indicators   209      
Purchase Credit Deteriorated | Total Credit Quality Indicator for Years | Substandard | Commercial Loan          
Financing Receivable Credit Quality Indicators   5,755      
Purchase Credit Deteriorated | Total Credit Quality Indicator for Years | Residential real estate loans | Substandard          
Financing Receivable Credit Quality Indicators   6,109      
Purchase Credit Deteriorated | Total Credit Quality Indicator for Years | Residential real estate loans | Doubtful          
Financing Receivable Credit Quality Indicators   32      
Purchase Credit Deteriorated | Total Credit Quality Indicator for Years | Commercial Real Estate          
Financing Receivable Credit Quality Indicators   902,564      
Purchase Credit Deteriorated | Total Credit Quality Indicator for Years | Commercial Real Estate | Pass          
Financing Receivable Credit Quality Indicators   843,496      
Purchase Credit Deteriorated | Total Credit Quality Indicator for Years | Commercial Real Estate | Watch          
Financing Receivable Credit Quality Indicators   46,353      
Purchase Credit Deteriorated | Total Credit Quality Indicator for Years | Commercial Real Estate | Substandard          
Financing Receivable Credit Quality Indicators   11,827      
Purchase Credit Deteriorated | Total Credit Quality Indicator for Years | Commercial Real Estate | Doubtful          
Financing Receivable Credit Quality Indicators   888      
Total Loans          
Financing Receivable Credit Quality Indicators 511,086 650,794 238,966 202,683 137,926
Total Loans | Commercial Loan          
Financing Receivable Credit Quality Indicators 90,889 155,702 28,382 11,058 9,649
Total Loans | Construction Real Estate          
Financing Receivable Credit Quality Indicators 54,966 50,216 7,812    
Total Loans | Pass          
Financing Receivable Credit Quality Indicators 495,178 634,048 215,116 195,420 123,295
Total Loans | Pass | Consumer Loan          
Financing Receivable Credit Quality Indicators 13,996 13,610 5,987 2,040 1,025
Total Loans | Pass | Commercial Loan          
Financing Receivable Credit Quality Indicators 89,745 154,004 26,743 11,048 9,469
Total Loans | Watch          
Financing Receivable Credit Quality Indicators 5,158 10,825 20,602 7,028 14,341
Total Loans | Watch | Commercial Loan          
Financing Receivable Credit Quality Indicators 1,008 124 64    
Total Loans | Substandard          
Financing Receivable Credit Quality Indicators 10,750 5,921 2,360 235 290
Total Loans | Doubtful          
Financing Receivable Credit Quality Indicators     888    
Total Loans | Residential real estate loans          
Financing Receivable Credit Quality Indicators 182,383 217,505 57,576 43,983 31,512
Total Loans | Residential real estate loans | Pass          
Financing Receivable Credit Quality Indicators 177,544 217,239 46,353 $ 43,929 31,359
Total Loans | Residential real estate loans | Watch          
Financing Receivable Credit Quality Indicators $ 125 121 $ 10,997   $ 96
Total Loans | Prior to 2017          
Financing Receivable Credit Quality Indicators   218,582      
Total Loans | Prior to 2017 | Commercial Loan          
Financing Receivable Credit Quality Indicators   11,672      
Total Loans | Prior to 2017 | Pass          
Financing Receivable Credit Quality Indicators   215,712      
Total Loans | Prior to 2017 | Pass | Consumer Loan          
Financing Receivable Credit Quality Indicators   733      
Total Loans | Prior to 2017 | Pass | Commercial Loan          
Financing Receivable Credit Quality Indicators   11,667      
Total Loans | Prior to 2017 | Watch          
Financing Receivable Credit Quality Indicators   868      
Total Loans | Prior to 2017 | Substandard          
Financing Receivable Credit Quality Indicators   1,970      
Total Loans | Prior to 2017 | Doubtful          
Financing Receivable Credit Quality Indicators   32      
Total Loans | Prior to 2017 | Residential real estate loans          
Financing Receivable Credit Quality Indicators   98,575      
Total Loans | Prior to 2017 | Residential real estate loans | Pass          
Financing Receivable Credit Quality Indicators   96,805      
Total Loans | Prior to 2017 | Residential real estate loans | Watch          
Financing Receivable Credit Quality Indicators   825      
Total Loans | Revolving Credit Facility          
Financing Receivable Credit Quality Indicators   199,146      
Total Loans | Revolving Credit Facility | Commercial Loan          
Financing Receivable Credit Quality Indicators   119,993      
Total Loans | Revolving Credit Facility | Pass          
Financing Receivable Credit Quality Indicators   194,812      
Total Loans | Revolving Credit Facility | Pass | Consumer Loan          
Financing Receivable Credit Quality Indicators   41,990      
Total Loans | Revolving Credit Facility | Pass | Commercial Loan          
Financing Receivable Credit Quality Indicators   116,649      
Total Loans | Revolving Credit Facility | Watch          
Financing Receivable Credit Quality Indicators   1,960      
Total Loans | Revolving Credit Facility | Watch | Commercial Loan          
Financing Receivable Credit Quality Indicators   1,069      
Total Loans | Revolving Credit Facility | Substandard          
Financing Receivable Credit Quality Indicators   2,374      
Total Loans | Revolving Credit Facility | Residential real estate loans          
Financing Receivable Credit Quality Indicators   5,156      
Total Loans | Revolving Credit Facility | Residential real estate loans | Pass          
Financing Receivable Credit Quality Indicators   5,156      
Total Loans | Total Credit Quality Indicator for Years          
Financing Receivable Credit Quality Indicators   2,159,183      
Total Loans | Total Credit Quality Indicator for Years | Commercial Loan          
Financing Receivable Credit Quality Indicators   427,345      
Total Loans | Total Credit Quality Indicator for Years | Construction Real Estate          
Financing Receivable Credit Quality Indicators   112,994      
Total Loans | Total Credit Quality Indicator for Years | Pass          
Financing Receivable Credit Quality Indicators   2,073,581      
Total Loans | Total Credit Quality Indicator for Years | Pass | Consumer Loan          
Financing Receivable Credit Quality Indicators   79,381      
Total Loans | Total Credit Quality Indicator for Years | Pass | Commercial Loan          
Financing Receivable Credit Quality Indicators   419,325      
Total Loans | Total Credit Quality Indicator for Years | Watch          
Financing Receivable Credit Quality Indicators   60,782      
Total Loans | Total Credit Quality Indicator for Years | Watch | Commercial Loan          
Financing Receivable Credit Quality Indicators   2,265      
Total Loans | Total Credit Quality Indicator for Years | Substandard          
Financing Receivable Credit Quality Indicators   23,900      
Total Loans | Total Credit Quality Indicator for Years | Doubtful          
Financing Receivable Credit Quality Indicators   920      
Total Loans | Total Credit Quality Indicator for Years | Residential real estate loans          
Financing Receivable Credit Quality Indicators   636,690      
Total Loans | Total Credit Quality Indicator for Years | Residential real estate loans | Pass          
Financing Receivable Credit Quality Indicators   618,385      
Total Loans | Total Credit Quality Indicator for Years | Residential real estate loans | Watch          
Financing Receivable Credit Quality Indicators   $ 12,164      
v3.20.4
Loans and Allowance for Credit Losses - PCD loans credit quality indicators (Details)
$ in Thousands
Dec. 31, 2020
USD ($)
Pass  
Purchased Credit Deteriorated Loans $ 3,200
Watch  
Purchased Credit Deteriorated Loans 7,800
Special Mention  
Purchased Credit Deteriorated Loans 0
Substandard  
Purchased Credit Deteriorated Loans 5,200
Doubtful  
Purchased Credit Deteriorated Loans $ 0
v3.20.4
Loans and Allowance for Credit Losses - Credit risk profile (Details) - Purchase Credit Impaired
$ in Thousands
Jun. 30, 2020
USD ($)
Consumer Loan | Pass  
Credit Risk Profile $ 80,517
Consumer Loan | Watch  
Credit Risk Profile 45
Consumer Loan | Special Mention  
Credit Risk Profile 25
Consumer Loan | Substandard  
Credit Risk Profile 180
Consumer Loan | Doubtful  
Credit Risk Profile 0
Consumer Loan | Total by Credit Quality Indicator  
Credit Risk Profile 80,767
Commercial Loan | Pass  
Credit Risk Profile 457,385
Commercial Loan | Watch  
Credit Risk Profile 4,708
Commercial Loan | Special Mention  
Credit Risk Profile 0
Commercial Loan | Substandard  
Credit Risk Profile 6,355
Commercial Loan | Doubtful  
Credit Risk Profile 0
Commercial Loan | Total by Credit Quality Indicator  
Credit Risk Profile 468,448
Construction Real Estate | Pass  
Credit Risk Profile 103,105
Construction Real Estate | Watch  
Credit Risk Profile 4,367
Construction Real Estate | Special Mention  
Credit Risk Profile 0
Construction Real Estate | Substandard  
Credit Risk Profile 0
Construction Real Estate | Doubtful  
Credit Risk Profile 0
Construction Real Estate | Total by Credit Quality Indicator  
Credit Risk Profile 107,472
Residential real estate loans | Pass  
Credit Risk Profile 620,004
Residential real estate loans | Watch  
Credit Risk Profile 1,900
Residential real estate loans | Special Mention  
Credit Risk Profile 0
Residential real estate loans | Substandard  
Credit Risk Profile 5,453
Residential real estate loans | Doubtful  
Credit Risk Profile 0
Residential real estate loans | Total by Credit Quality Indicator  
Credit Risk Profile 627,357
Commercial Real Estate | Pass  
Credit Risk Profile 829,276
Commercial Real Estate | Watch  
Credit Risk Profile 45,262
Commercial Real Estate | Special Mention  
Credit Risk Profile 403
Commercial Real Estate | Substandard  
Credit Risk Profile 11,590
Commercial Real Estate | Doubtful  
Credit Risk Profile 888
Commercial Real Estate | Total by Credit Quality Indicator  
Credit Risk Profile $ 887,419
v3.20.4
Loans and Allowance for Credit Losses - PCI loans credit quality indicators (Details)
$ in Thousands
Jun. 30, 2020
USD ($)
Pass  
Purchased Credit Impaired Loans $ 5,900
Watch  
Purchased Credit Impaired Loans 10,300
Special Mention  
Purchased Credit Impaired Loans 0
Substandard  
Purchased Credit Impaired Loans 5,600
Doubtful  
Purchased Credit Impaired Loans $ 0
v3.20.4
Loans and Allowance for Credit Losses - Schedule of loan portfolio aging analysis (Details) - USD ($)
$ in Thousands
Dec. 31, 2020
Jun. 30, 2020
Residential real estate loans    
Financing Receivable Recorded Investment $ 904  
Financing Receivables Past Due    
Financing Receivable Recorded Investment 7,655 $ 6,393
Financing Receivables Past Due | Consumer Loan    
Financing Receivable Recorded Investment 865 426
Financing Receivables Past Due | Commercial Loan    
Financing Receivable Recorded Investment 1,746 2,122
Financing Receivables Past Due | Construction Real Estate    
Financing Receivable Recorded Investment   0
Financing Receivables Past Due | Residential real estate loans    
Financing Receivable Recorded Investment 2,625 1,804
Financing Receivables Past Due | Commercial Real Estate    
Financing Receivable Recorded Investment 2,419 2,041
Loans Receivable    
Financing Receivable Recorded Investment   2,171,463
Loans Receivable | Consumer Loan    
Financing Receivable Recorded Investment 79,590 80,767
Loans Receivable | Commercial Loan    
Financing Receivable Recorded Investment 427,345 468,448
Loans Receivable | Construction Real Estate    
Financing Receivable Recorded Investment 112,994 107,472
Loans Receivable | Residential real estate loans    
Financing Receivable Recorded Investment 636,690 627,357
Loans Receivable | Commercial Real Estate    
Financing Receivable Recorded Investment 902,564 887,419
Total Loans    
Financing Receivable Recorded Investment 2,159,183  
Financial Asset, 30 to 59 Days Past Due | Consumer Loan    
Financing Receivable Recorded Investment 486 180
Financial Asset, 30 to 59 Days Past Due | Commercial Loan    
Financing Receivable Recorded Investment 1,269 93
Financial Asset, 30 to 59 Days Past Due | Construction Real Estate    
Financing Receivable Recorded Investment   0
Financial Asset, 30 to 59 Days Past Due | Residential real estate loans    
Financing Receivable Recorded Investment 383 772
Financial Asset, 30 to 59 Days Past Due | Commercial Real Estate    
Financing Receivable Recorded Investment 923 641
Financial Asset, 30 to 59 Days Past Due | Total Loans    
Financing Receivable Recorded Investment 3,061 1,686
Financial Asset, 60 to 89 Days Past Due | Consumer Loan    
Financing Receivable Recorded Investment 152 53
Financial Asset, 60 to 89 Days Past Due | Commercial Loan    
Financing Receivable Recorded Investment 83 1,219
Financial Asset, 60 to 89 Days Past Due | Construction Real Estate    
Financing Receivable Recorded Investment   0
Financial Asset, 60 to 89 Days Past Due | Residential real estate loans    
Financing Receivable Recorded Investment 944 378
Financial Asset, 60 to 89 Days Past Due | Commercial Real Estate    
Financing Receivable Recorded Investment 880 327
Financial Asset, 60 to 89 Days Past Due | Total Loans    
Financing Receivable Recorded Investment 2,059 1,977
Financial Asset, Greater than 90 Days Past Due | Consumer Loan    
Financing Receivable Recorded Investment 227 193
Financial Asset, Greater than 90 Days Past Due | Commercial Loan    
Financing Receivable Recorded Investment 394 810
Financial Asset, Greater than 90 Days Past Due | Construction Real Estate    
Financing Receivable Recorded Investment   0
Financial Asset, Greater than 90 Days Past Due | Residential real estate loans    
Financing Receivable Recorded Investment 1,298 654
Financial Asset, Greater than 90 Days Past Due | Commercial Real Estate    
Financing Receivable Recorded Investment 616 1,073
Financial Asset, Greater than 90 Days Past Due | Total Loans    
Financing Receivable Recorded Investment 2,535 2,730
Financing Receivables, Current | Consumer Loan    
Financing Receivable Recorded Investment 78,725 80,341
Financing Receivables, Current | Commercial Loan    
Financing Receivable Recorded Investment 425,599 466,326
Financing Receivables, Current | Construction Real Estate    
Financing Receivable Recorded Investment 112,994 107,472
Financing Receivables, Current | Residential real estate loans    
Financing Receivable Recorded Investment 634,065 625,553
Financing Receivables, Current | Commercial Real Estate    
Financing Receivable Recorded Investment 900,145 885,378
Financing Receivables, Current | Total Loans    
Financing Receivable Recorded Investment $ 2,151,528 2,165,070
Financing Receivables, Greater than 90 Days Past Due and Accruing | Consumer Loan    
Financing Receivable Recorded Investment   0
Financing Receivables, Greater than 90 Days Past Due and Accruing | Commercial Loan    
Financing Receivable Recorded Investment   0
Financing Receivables, Greater than 90 Days Past Due and Accruing | Construction Real Estate    
Financing Receivable Recorded Investment   0
Financing Receivables, Greater than 90 Days Past Due and Accruing | Residential real estate loans    
Financing Receivable Recorded Investment   0
Financing Receivables, Greater than 90 Days Past Due and Accruing | Commercial Real Estate    
Financing Receivable Recorded Investment   0
Financing Receivables, Greater than 90 Days Past Due and Accruing | Total Loans    
Financing Receivable Recorded Investment   $ 0
v3.20.4
Loans and Allowance for Credit Losses - CARES Act (Details) - COVID-19 - USD ($)
6 Months Ended 12 Months Ended
Dec. 31, 2020
Jun. 30, 2020
Financing Receivables, Current    
Temporarily suspended loans $ 40,300,000 $ 380,100,000
Financial Asset, 30 to 59 Days Past Due | Residential real estate loans    
Temporarily suspended loans $ 1,000  
Financial Asset, 30 to 59 Days Past Due | Consumer Loan    
Temporarily suspended loans   29,000
Financial Asset, 60 to 89 Days Past Due | Commercial Loan    
Temporarily suspended loans   $ 66,000
v3.20.4
Loans and Allowance for Credit Losses - Collateral dependent loans and related ACL (Details)
$ in Thousands
Dec. 31, 2020
USD ($)
Residential real estate loans  
Amortized cost $ 904
Related allowance for credit losses 232
1- to 4-family residential loans  
Amortized cost 904
Related allowance for credit losses $ 232
v3.20.4
Loans and Allowance for Credit Losses - Impaired Loans (Details)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2020
USD ($)
Jun. 30, 2020
USD ($)
PCI loans $ 21,800 $ 21,800
Commercial Loan    
Impaired Financing Receivable, with No Related Allowance, Recorded Investment 5,040 5,040
Impaired Financing Receivable, with No Related Allowance, Unpaid Principal Balance 6,065 6,065
Impaired Financing Receivable With and Without Related Allowance Recorded Investment 5,040 5,040
Impaired Financial Receivable With and Without Related Allowance Unpaid Principal Balance 6,065 6,065
Construction Real Estate    
Impaired Financing Receivable, with No Related Allowance, Recorded Investment 1,277 1,277
Impaired Financing Receivable, with No Related Allowance, Unpaid Principal Balance 1,312 1,312
Impaired Financing Receivable With and Without Related Allowance Recorded Investment 1,277 1,277
Impaired Financial Receivable With and Without Related Allowance Unpaid Principal Balance 1,312 1,312
Residential real estate loans    
Impaired Financing Receivable, with No Related Allowance, Recorded Investment 3,811 3,811
Impaired Financing Receivable, with No Related Allowance, Unpaid Principal Balance 4,047 4,047
Impaired Financing Receivable With and Without Related Allowance Recorded Investment 3,811 3,811
Impaired Financial Receivable With and Without Related Allowance Unpaid Principal Balance 4,047 4,047
Commercial Real Estate    
Impaired Financing Receivable, with No Related Allowance, Recorded Investment 19,271 19,271
Impaired Financing Receivable, with No Related Allowance, Unpaid Principal Balance 23,676 23,676
Impaired Financing Receivable With and Without Related Allowance Recorded Investment 19,271 19,271
Impaired Financial Receivable With and Without Related Allowance Unpaid Principal Balance $ 23,676 $ 23,676
v3.20.4
Loans and Allowance for Credit Losses - Regarding interest income recognized on impaired loans (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2019
Dec. 31, 2019
Interest income recorded for impaired loans that represented a change in the present value of cash flows attributable to the passage of time $ 79 $ 163
Total Loans    
Impaired Financing Receivable, Average Recorded Investment 24,298 25,713
Impaired Financing Receivable Interest Income Recognized 519 1,018
Commercial Loan    
Impaired Financing Receivable, Average Recorded Investment 5,760 5,904
Impaired Financing Receivable Interest Income Recognized 121 214
Construction Real Estate    
Impaired Financing Receivable, Average Recorded Investment 1,300 1,302
Impaired Financing Receivable Interest Income Recognized 36 84
Residential real estate loans    
Impaired Financing Receivable, Average Recorded Investment 1,482 1,549
Impaired Financing Receivable Interest Income Recognized 22 45
Commercial Real Estate    
Impaired Financing Receivable, Average Recorded Investment 15,756 16,958
Impaired Financing Receivable Interest Income Recognized $ 340 $ 675
v3.20.4
Loans and Allowance for Credit Losses - Schedule of financing receivables, Nonaccrual loans (Details) - USD ($)
$ in Thousands
Dec. 31, 2020
Jun. 30, 2020
Total loans $ 8,330 $ 8,657
Consumer Loan    
Total loans 227 196
Commercial Loan    
Total loans 1,122 1,345
Construction Real Estate    
Total loans 0 0
Residential real estate loans    
Total loans 4,140 4,010
Commercial Real Estate    
Total loans $ 2,841 $ 3,106
v3.20.4
Loans and Allowance for Credit Losses - Schedule of Debtor Troubled Debt Restructuring, Current Period (Details)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2020
USD ($)
Dec. 31, 2019
USD ($)
Dec. 31, 2020
USD ($)
Dec. 31, 2019
USD ($)
Total Loans        
Number of modifications 0 0 4 0
Recorded investment $ 0 $ 0 $ 1,927 $ 0
Consumer Loan        
Number of modifications 0 0 0 0
Recorded investment $ 0 $ 0 $ 0 $ 0
Commercial Loan        
Number of modifications 0 0 1 0
Recorded investment $ 0 $ 0 $ 33 $ 0
Construction Real Estate        
Number of modifications 0 0 0 0
Recorded investment $ 0 $ 0 $ 0 $ 0
Residential real estate loans        
Number of modifications 0 0 1 0
Recorded investment $ 0 $ 0 $ 96 $ 0
Commercial Real Estate        
Number of modifications 0 0 2 0
Recorded investment $ 0 $ 0 $ 1,798 $ 0
v3.20.4
Loans and Allowance for Credit Losses - Performing Loans Classified as Troubled Debt Restructuring Loans (Details)
$ in Thousands
3 Months Ended 6 Months Ended 12 Months Ended
Dec. 31, 2020
Dec. 31, 2019
Dec. 31, 2020
USD ($)
Dec. 31, 2019
Jun. 30, 2020
USD ($)
Consumer Loan          
Number of modifications 0 0 0 0  
Commercial Loan          
Number of modifications 0 0 1 0  
Construction Real Estate          
Number of modifications 0 0 0 0  
Residential real estate loans          
Number of modifications 0 0 1 0  
Commercial Real Estate          
Number of modifications 0 0 2 0  
Performing Loans          
Number of modifications     18   20
Recorded Investment     $ 7,897    
Recorded Investment         $ 8,580
Performing Loans | Commercial Loan          
Number of modifications     8   7
Recorded Investment     $ 2,976    
Recorded Investment         $ 3,245
Performing Loans | Residential real estate loans          
Number of modifications     3   3
Recorded Investment     $ 1,014    
Recorded Investment         $ 791
Performing Loans | Commercial Real Estate          
Number of modifications     7   10
Recorded Investment     $ 3,907    
Recorded Investment         $ 4,544
Total Loans          
Number of modifications 0 0 4 0  
v3.20.4
Loans and Allowance for Credit Losses - Residential Real Estate Foreclosures and Purchased Credit Deteriorated Loans (Details) - USD ($)
3 Months Ended 6 Months Ended
Dec. 31, 2020
Jun. 30, 2020
Dec. 31, 2019
Dec. 31, 2020
Jun. 30, 2020
Dec. 31, 2019
Loans and Allowance for Credit Losses            
Foreclosed residential real estate properties physical possession $ 695,000 $ 563,000   $ 695,000 $ 563,000  
Residential mortgage loans and home equity loans formal foreclosure proceedings in process 610,000 435,000   610,000 435,000  
PCI loans   $ 21,800,000     $ 21,800,000  
ACL       434,000    
PCD loans receivable, net of ACL       16,300,000    
ALLL or ACL by a charge to the income statement related to PCI or PCD loans 0   $ 0 0   $ 0
ACL reversed $ 209,000,000   $ 0 $ 209,000,000   $ 0
v3.20.4
Premises and Equipment - Summary of premises and equipment (Details) - USD ($)
$ in Thousands
Dec. 31, 2020
Jun. 30, 2020
Premises and Equipment    
Land $ 12,480 $ 12,585
Buildings and improvements 56,789 56,039
Construction in progress 248 435
Furniture, fixtures, equipment and software 18,471 18,109
Automobiles 120 120
Operating leases ROU asset 1,926 1,965
Premises and equipment, gross 90,034 89,253
Less accumulated depreciation 26,064 24,147
Premises and equipment, net $ 63,970 $ 65,106
v3.20.4
Premises and Equipment - Leases (Details)
6 Months Ended
Dec. 31, 2020
property
Number of lease properties 5
Discount rate, lease 5.00%
Minimum  
Expected lease terms range 18 months
Maximum  
Expected lease terms range 20 years
v3.20.4
Premises and Equipment - Calculated amount of right of use assets and lease liabilities (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2020
Dec. 31, 2019
Dec. 31, 2020
Dec. 31, 2019
Jun. 30, 2020
ROU assets obtained in exchange for operating lease obligations:       $ 1,996  
Consolidated Balance Sheet          
Operating leases right of use asset $ 1,926   $ 1,926   $ 1,965
Operating leases liability 1,926   1,926   $ 1,965
Consolidated Statement of Income          
Operating lease costs classified as occupancy and equipment expense 63 $ 52 135 109  
Supplemental disclosures of cash flow information          
ROU assets obtained in exchange for operating lease obligations:       2,004  
Supplemental disclosures of cash flow information | Cash paid for amounts included in the measurement of lease liabilities          
Operating cash flows from operating leases $ 58 $ 39 $ 126 $ 78  
v3.20.4
Premises and Equipment - Future expected lease payments for leases (Details)
$ in Thousands
6 Months Ended
Dec. 31, 2020
USD ($)
Premises and Equipment  
2021 $ 134
2022 243
2023 243
2024 243
2025 242
Thereafter 2,229
Future lease payments expected $ 3,334
v3.20.4
Premises and Equipment - Lessor Agreements (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2020
Dec. 31, 2019
Dec. 31, 2020
Dec. 31, 2019
Premises and Equipment        
Income recognized from lessor agreements $ 81,000 $ 80,000 $ 156,000 $ 162,000
v3.20.4
Deposits (Details) - USD ($)
$ in Thousands
Dec. 31, 2020
Jun. 30, 2020
Deposits    
Non-interest bearing accounts $ 337,736 $ 316,048
NOW accounts 868,456 781,937
Money market deposit accounts 238,333 231,162
Savings accounts 198,388 181,229
Certificates 622,174 674,471
Total Deposit Accounts $ 2,265,087 $ 2,184,847
v3.20.4
Earnings Per Share - Schedule of computation of basic and diluted earnings per share (Details) - USD ($)
$ / shares in Units, shares in Thousands, $ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2020
Dec. 31, 2019
Dec. 31, 2020
Dec. 31, 2019
Earnings Per Share        
Net income $ 12,048 $ 7,717 $ 22,033 $ 15,545
Less: distributed earnings allocated to participating securities (4)   (8)  
Less: undistributed earnings allocated to participating securities (30)   (56)  
Net income available to common shareholders $ 12,014 $ 7,717 $ 21,969 $ 15,545
Weighted-average common shares outstanding, including participating securities 9,089,735 9,232,257 9,108,301 9,232,257
Less: weighted-average participating securities outstanding (restricted shares) (25,410)   (26,335)  
Weighted-average basic common shares outstanding 9,064,325 9,232,257 9,081,966 9,232,257
Effect of dilutive securities, stock options, and awards 2,909   2,220  
Denominator for diluted earnings per share 9,067,234 9,232,257 9,084,186 9,232,257
Basic earnings per common share $ 1.33 $ 0.84 $ 2.42 $ 1.69
Diluted earnings per common share $ 1.32 $ 0.84 $ 2.42 $ 1.68
v3.20.4
Earnings Per Share - Additional information (Details)
3 Months Ended 6 Months Ended
Dec. 31, 2020
Dec. 31, 2019
Dec. 31, 2020
Dec. 31, 2019
Earnings Per Share        
Options Outstanding With An Exercise Price In Excess of the Market Price 50,500 13,500 50,500 13,500
v3.20.4
Income Taxes - Income tax provision (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2020
Dec. 31, 2019
Dec. 31, 2020
Dec. 31, 2019
Income Taxes        
Current $ 3,139 $ 1,915 $ 5,903 $ 3,884
Deferred 14 6 (3) 12
Total income tax provision $ 3,153 $ 1,921 $ 5,900 $ 3,896
v3.20.4
Income Taxes - Schedule of net deferred tax assets (Details) - USD ($)
$ in Thousands
Sep. 30, 2020
Jun. 30, 2020
Income Taxes    
Provision for losses on loans $ 8,309 $ 5,802
Accrued compensation and benefits 607 825
NOL carry forwards acquired 123 149
Minimum Tax Credit 0 130
Unrealized loss on other real estate 170 257
Other 0 26
Total deferred tax assets 9,209 7,189
Purchase accounting adjustments 165 64
Depreciation 1,664 1,665
FHLB stock dividends 120 120
Prepaid expenses 255 259
Unrealized gain on available for sale securities 1,195 1,265
Other 39 104
Total deferred tax liabilities 3,438 3,477
Net deferred tax asset $ 5,771 $ 3,712
v3.20.4
Income Taxes - Reconciliation of income tax expense (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2020
Dec. 31, 2019
Dec. 31, 2020
Dec. 31, 2019
Tax at statutory rate $ 3,192 $ 2,024 $ 5,866 $ 4,083
Other, net 18 (20) 15 (45)
Actual provision 3,153 1,921 5,900 3,896
Increase (reduction) in taxes        
Nontaxable municipal income (108) (113) (211) (226)
State tax, net of Federal benefit 261 87 502 196
Cash surrender value of Bank-owned life insurance (205) (53) (263) (106)
Tax credit benefits $ (5) $ (4) $ (9) $ (6)
v3.20.4
Income Taxes - Additional information (Details) - USD ($)
6 Months Ended
Dec. 31, 2020
Dec. 31, 2019
Income Taxes    
Interest or penalties related to income taxes $ 0  
Federal net operating loss carryforwards 675,000  
State net operating loss carryforwards $ 119,000  
Effective tax rate (as a percent) 21.00% 21.00%
v3.20.4
401(k) Retirement Plan (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2020
Dec. 31, 2019
Dec. 31, 2020
Dec. 31, 2019
Defined Contribution Plan Disclosure [Line Items]        
Retirement plan expenses $ 413 $ 343 $ 869 $ 724
Vesting period     5 years  
Maximum        
Defined Contribution Plan Disclosure [Line Items]        
Matching contribution (in percent)     4.00%  
v3.20.4
Subordinated Debt (Details) - USD ($)
$ in Thousands
1 Months Ended 6 Months Ended 12 Months Ended
Aug. 31, 2014
Oct. 31, 2013
Mar. 31, 2004
Dec. 31, 2020
Jun. 30, 2020
Subordinated debt       $ 15,193 $ 15,142
Prepaid Expenses and Other Current Assets [Member]          
Investment, face amount       505,000  
Investment, carrying value       457,000  
Trust Preferred Securities          
Subordinated debt       $ 7,200 7,200
Redeemable term (in years)     5 years    
Interest rate (as a percent)       2.98%  
Ozarks Legacy Community Financial, Inc          
Interest rate (as a percent)       2.67%  
Floating rate   $ 3,100      
Ozarks Legacy Community Financial, Inc | Reported Value Measurement          
Floating rate       $ 2,700 2,700
Peoples Service Company, Inc          
Interest rate (as a percent)       2.02%  
Floating rate $ 6,500        
Peoples Service Company, Inc | Reported Value Measurement          
Floating rate       $ 5,300 $ 5,300
v3.20.4
Fair Value Measurements - Fair value on a recurring basis (Details) - USD ($)
$ in Thousands
Dec. 31, 2020
Jun. 30, 2020
State and political subdivisions    
Fair value measurement, recurring basis $ 48,474 $ 41,988
Other securities    
Fair value measurement, recurring basis 15,309 7,624
Mortgage-backed securities    
Fair value measurement, recurring basis 117,363 126,912
Fair Value, Inputs, Level 1 | State and political subdivisions    
Fair value measurement, recurring basis 0 0
Fair Value, Inputs, Level 1 | Other securities    
Fair value measurement, recurring basis 0 0
Fair Value, Inputs, Level 1 | Mortgage-backed securities    
Fair value measurement, recurring basis 0 0
Fair Value, Inputs, Level 2 | State and political subdivisions    
Fair value measurement, recurring basis 48,474 41,988
Fair Value, Inputs, Level 2 | Other securities    
Fair value measurement, recurring basis 15,309 7,624
Fair Value, Inputs, Level 2 | Mortgage-backed securities    
Fair value measurement, recurring basis 117,363 126,912
Fair Value, Inputs, Level 3 | State and political subdivisions    
Fair value measurement, recurring basis 0 0
Fair Value, Inputs, Level 3 | Other securities    
Fair value measurement, recurring basis 0 0
Fair Value, Inputs, Level 3 | Mortgage-backed securities    
Fair value measurement, recurring basis $ 0 $ 0
v3.20.4
Fair Value Measurements - Fair value on a nonrecurring basis (Details) - Foreclosed and repossessed assets held for sale - USD ($)
$ in Thousands
Dec. 31, 2020
Jun. 30, 2020
Fair value measurement, non-recurring basis $ 607 $ 2,211
Fair Value, Inputs, Level 1    
Fair value measurement, non-recurring basis 0 0
Fair Value, Inputs, Level 2    
Fair value measurement, non-recurring basis 0 0
Fair Value, Inputs, Level 3    
Fair value measurement, non-recurring basis $ 607 $ 2,211
v3.20.4
Fair Value Measurements - Losses recognized on assets measured on a non-recurring basis (Details) - USD ($)
$ in Thousands
6 Months Ended
Dec. 31, 2020
Dec. 31, 2019
Foreclosed and repossessed assets held for sale    
Gains (losses) on assets measured on a non-recurring basis $ (24) $ (96)
Total losses on assets measured on a non-recurring basis    
Gains (losses) on assets measured on a non-recurring basis $ (24) $ (96)
v3.20.4
Fair Value Measurements - Unobservable (Level 3) inputs (Details) - Fair Value, Inputs, Level 3 - Foreclosed and repossessed assets - USD ($)
$ in Thousands
6 Months Ended 12 Months Ended
Dec. 31, 2020
Jun. 30, 2020
Fair Value Measurements Nonrecurring Unobservable Inputs $ 607 $ 2,211
Third party appraisal    
Fair Value Measurements Nonrecurring Valuation Technique Third party appraisal Third party appraisal
Third party appraisal | Marketability discount    
Fair Value Measurements Nonrecurring Unobservable Inputs Marketability discount Marketability discount
Fair Value Measurements Nonrecurring Weighted Average Discount Applied 21.8 15.7
Third party appraisal | Marketability discount | Minimum    
Fair Value Measurements Nonrecurring Range of discounts Applied 0.00% 8.00%
Third party appraisal | Marketability discount | Maximum    
Fair Value Measurements Nonrecurring Range of discounts Applied 60.40% 56.90%
v3.20.4
Fair Value Measurements - Schedule of financial instruments (Details) - USD ($)
$ in Thousands
Dec. 31, 2020
Jun. 30, 2020
Letter of Credit    
Carrying amount of financial instruments $ 0 $ 0
Line of Credit    
Carrying amount of financial instruments 0 0
Financial liabilities | Subordinated Debt    
Carrying amount of financial instruments 15,193 15,142
Financial liabilities | Federal Home Loan Bank Advances    
Carrying amount of financial instruments 63,286 70,024
Financial assets | Loans Receivable    
Carrying amount of financial instruments 2,121,399 2,141,929
Financial assets | Cash and Cash Equivalents    
Carrying amount of financial instruments 149,520 54,245
Financial assets | Interest-bearing time deposits    
Carrying amount of financial instruments 976 974
Financial assets | Investment in Federal Home Loan Bank Stock    
Carrying amount of financial instruments 5,987 6,390
Financial assets | Investment in Stock of Federal Reserve Bank of St. Louis    
Carrying amount of financial instruments 5,017 4,363
Financial assets | Accrued interest receivable    
Carrying amount of financial instruments 12,377 12,116
Deposits | Financial liabilities    
Carrying amount of financial instruments 2,265,087 2,184,847
Accrued interest payable | Financial liabilities    
Carrying amount of financial instruments 1,106 1,646
Commitments to Extend Credit    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 1 | Letter of Credit    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 1 | Line of Credit    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 1 | Financial liabilities | Subordinated Debt    
Carrying amount of financial instruments   0
Fair Value, Inputs, Level 1 | Financial liabilities | Federal Home Loan Bank Advances    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 1 | Financial assets | Loans Receivable    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 1 | Financial assets | Cash and Cash Equivalents    
Carrying amount of financial instruments 149,520 54,245
Fair Value, Inputs, Level 1 | Financial assets | Interest-bearing time deposits    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 1 | Financial assets | Investment in Federal Home Loan Bank Stock    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 1 | Financial assets | Investment in Stock of Federal Reserve Bank of St. Louis    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 1 | Financial assets | Accrued interest receivable    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 1 | Deposits | Financial liabilities    
Carrying amount of financial instruments 1,642,913 1,508,740
Fair Value, Inputs, Level 1 | Accrued interest payable | Financial liabilities    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 1 | Commitments to Extend Credit    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 2 | Letter of Credit    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 2 | Line of Credit    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 2 | Financial liabilities | Subordinated Debt    
Carrying amount of financial instruments   0
Fair Value, Inputs, Level 2 | Financial liabilities | Federal Home Loan Bank Advances    
Carrying amount of financial instruments 64,992 72,136
Fair Value, Inputs, Level 2 | Financial assets | Loans Receivable    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 2 | Financial assets | Cash and Cash Equivalents    
Carrying amount of financial instruments   0
Fair Value, Inputs, Level 2 | Financial assets | Interest-bearing time deposits    
Carrying amount of financial instruments 976 974
Fair Value, Inputs, Level 2 | Financial assets | Investment in Federal Home Loan Bank Stock    
Carrying amount of financial instruments 5,987 6,390
Fair Value, Inputs, Level 2 | Financial assets | Investment in Stock of Federal Reserve Bank of St. Louis    
Carrying amount of financial instruments 5,017 4,363
Fair Value, Inputs, Level 2 | Financial assets | Accrued interest receivable    
Carrying amount of financial instruments 12,377 12,116
Fair Value, Inputs, Level 2 | Deposits | Financial liabilities    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 2 | Accrued interest payable | Financial liabilities    
Carrying amount of financial instruments 1,106 1,646
Fair Value, Inputs, Level 2 | Commitments to Extend Credit    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 3 | Letter of Credit    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 3 | Line of Credit    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 3 | Financial liabilities | Subordinated Debt    
Carrying amount of financial instruments 13,849 11,511
Fair Value, Inputs, Level 3 | Financial liabilities | Federal Home Loan Bank Advances    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 3 | Financial assets | Loans Receivable    
Carrying amount of financial instruments 2,142,067 2,143,823
Fair Value, Inputs, Level 3 | Financial assets | Cash and Cash Equivalents    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 3 | Financial assets | Interest-bearing time deposits    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 3 | Financial assets | Investment in Federal Home Loan Bank Stock    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 3 | Financial assets | Investment in Stock of Federal Reserve Bank of St. Louis    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 3 | Financial assets | Accrued interest receivable    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 3 | Deposits | Financial liabilities    
Carrying amount of financial instruments 625,697 676,816
Fair Value, Inputs, Level 3 | Accrued interest payable | Financial liabilities    
Carrying amount of financial instruments 0 0
Fair Value, Inputs, Level 3 | Commitments to Extend Credit    
Carrying amount of financial instruments $ 0 $ 0