SOUTHERN MISSOURI BANCORP, INC., 10-Q filed on 2/10/2020
Quarterly Report
v3.19.3.a.u2
Document and Entity Information - $ / shares
6 Months Ended
Feb. 07, 2020
Dec. 31, 2019
Details    
Registrant CIK   0000916907
Fiscal Year End   --06-30
Registrant Name   SOUTHERN MISSOURI BANCORP, INC.
SEC Form   10-Q
Period End date   Dec. 31, 2019
Trading Symbol   SMBC
Trading Exchange   NASDAQ
Tax Identification Number (TIN)   43-1665523
Number of common stock shares outstanding 9,210,789  
Filer Category   Accelerated Filer
Current with reporting   Yes
Interactive Data Current   Yes
Shell Company   false
Small Business   false
Emerging Growth Company   false
Entity File Number   0-23406
Entity Incorporation, State or Country Code   MO
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
Entity Listing, Par Value Per Share $ 0.01  
Amendment Flag   false
Document Fiscal Year Focus   2020
Document Fiscal Period Focus   Q2
Document Quarterly Report   true
Document Transition Report   false
v3.19.3.a.u2
Condensed Consolidated Balance Sheets - USD ($)
$ in Thousands
Dec. 31, 2019
Jun. 30, 2019
Assets    
Cash and cash equivalents $ 41,043 $ 35,400
Interest-bearing time deposits 972 969
Available for sale securities 175,843 165,535
Stock in FHLB of Des Moines 8,172 5,233
Stock in Federal Reserve Bank of St. Louis 4,350 4,350
Loans receivable, net of allowance for loan losses of $20,814 and $19,903 at December 31, 2019 and June 30, 2019, respectively 1,922,785 1,846,405
Accrued interest receivable 11,292 10,189
Premises and equipment, net 65,006 62,727
Bank owned life insurance - cash surrender value 38,847 38,337
Goodwill 14,089 14,089
Other intangible assets, net 8,334 9,239
Prepaid expenses and other assets 21,116 21,929
Total assets 2,311,849 2,214,402
Liabilities and Stockholders' Equity    
Deposits 1,914,614 1,893,695
Securities sold under agreements to repurchase 0 4,376
Advances from FHLB of Des Moines 114,646 44,908
Note payable 3,000 3,000
Accounts payable and other liabilities 13,702 12,889
Accrued interest payable 1,925 2,099
Subordinated debt 15,093 15,043
Total liabilities 2,062,980 1,976,010
Common stock, $.01 par value; 25,000,000 shares authorized; 9,328,184 and 9,324,659 shares issued, respectively, at December 31, 2019 and June 30, 2019 93 93
Additional paid-in capital 94,650 94,541
Retained earnings 156,459 143,677
Treasury stock of 121,401 and 35,351 shares at December 31, 2019 and June 30, 2019, respectively, at cost (3,980) (1,166)
Accumulated other comprehensive income (loss) 1,647 1,247
Total stockholders' equity 248,869 238,392
Total liabilities and stockholders' equity $ 2,311,849 $ 2,214,402
v3.19.3.a.u2
Condensed Consolidated Balance Sheets - Parenthetical - USD ($)
$ in Thousands
Dec. 31, 2019
Jun. 30, 2019
Details    
Loans and Leases Receivable, Allowance $ 20,814 $ 19,903
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 9,328,184 9,324,659
Treasury Stock, Shares 121,401 35,351
v3.19.3.a.u2
Condensed Consolidated Statements of Income - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2019
Dec. 31, 2018
Dec. 31, 2019
Dec. 31, 2018
INTEREST INCOME:        
Loans $ 25,421 $ 22,785 $ 51,060 $ 43,701
Investment securities 503 738 1,023 1,255
Mortgage-backed securities 691 649 1,408 1,232
Other interest-earning assets 31 35 77 61
Total interest income 26,646 24,207 53,568 46,249
INTEREST EXPENSE:        
Deposits 6,448 4,925 13,026 8,934
Securities sold under agreements to repurchase 0 8 0 16
Advances from FHLB of Des Moines 573 932 1,095 1,531
Note Payable 34 48 71 83
Subordinated debt 214 226 439 450
Total interest expense 7,269 6,139 14,631 11,014
NET INTEREST INCOME 19,377 18,068 38,937 35,235
PROVISION FOR LOAN LOSSES 388 314 1,284 995
Net Interest Income After Provision for Loan Losses 18,989 17,754 37,653 34,240
NONINTEREST INCOME:        
Deposit Account Charges and Related Fees 1,632 1,286 3,055 2,510
Bank card interchange income 1,311 1,182 2,672 2,245
Loan Late Charges 121 120 267 214
Loan Servicing Fees 103 154 233 312
Other Loan Fees 354 377 597 714
Net realized gains on sale of loans 203 141 476 320
Earnings on bank owned life insurance 253 594 507 840
Other income 357 200 627 328
Total noninterest income 4,334 4,054 8,434 7,483
NONINTEREST EXPENSE:        
Compensation and benefits 6,993 6,445 14,118 12,492
Occupancy and equipment, net 2,967 2,671 5,856 5,141
Deposit insurance premiums 0 145 0 283
Legal and professional fees 239 254 422 510
Advertising 283 278 593 593
Postage and office supplies 178 193 361 345
Intangible amortization 441 374 882 770
Bank Card Network Expense 680 496 1,298 991
Other operating expense 1,904 1,696 3,116 2,875
Total noninterest expense 13,685 12,552 26,646 24,000
INCOME BEFORE INCOME TAXES 9,638 9,256 19,441 17,723
INCOME TAXES 1,921 1,802 3,896 3,469
NET INCOME $ 7,717 $ 7,454 $ 15,545 $ 14,254
Basic earnings per common share $ 0.84 $ 0.82 $ 1.69 $ 1.57
Diluted earnings per common share 0.84 0.81 1.68 1.57
Dividends per common share $ 0.15 $ 0.13 $ 0.30 $ 0.26
v3.19.3.a.u2
Condensed Consolidated Statements of Comprehensive Income - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2019
Dec. 31, 2018
Dec. 31, 2019
Dec. 31, 2018
Details        
Comprehensive Income (Loss), Net $ 7,717 $ 7,454 $ 15,545 $ 14,254
Other Comprehensive Income        
Unrealized gains on securities available-for-sale 247 1,144 513 766
Comprehensive Income Tax Benefit (Expense) (54) (320) (113) (229)
Total other comprehensive income 193 824 400 537
Comprehensive income $ 7,910 $ 8,278 $ 15,945 $ 14,791
v3.19.3.a.u2
Condensed Consolidated Statements of Stockholders' Equity - USD ($)
$ in Thousands
Stockholders' Equity, Total
Common Stock
Additional Paid-in Capital
Retained Earnings
Treasury Stock
AOCI Attributable to Parent
Equity Balance at Jun. 30, 2018 $ 200,694 $ 90 $ 83,413 $ 119,536 $ 0 $ (2,345)
Net Income 14,254 0 0 14,254 0 0
Change in Unrealized Loss on Available for Sale Securities 537 0 0 0 0 537
Dividends paid on common stock [1] (2,339) 0 0 (2,339) 0 0
Stock option expense 18 0 18 0 0 0
Stock Grant Expense 108 0 108 0 0 0
Equity Balance at Dec. 31, 2018 224,029 93 94,293 131,451 0 (1,808)
Common stock issued, value 10,757 3 10,754 0 0 0
Equity Balance at Sep. 30, 2018 206,062 90 83,437 125,167 0 (2,632)
Net Income 7,454 0 0 7,454 0 0
Change in Unrealized Loss on Available for Sale Securities 824 0 0 0 0 824
Dividends paid on common stock [2] (1,170) 0 0 (1,170) 0 0
Stock option expense 9 0 9 0 0 0
Stock Grant Expense 93 0 93 0 0 0
Equity Balance at Dec. 31, 2018 224,029 93 94,293 131,451 0 (1,808)
Common stock issued, value 10,757 3 10,754 0 0 0
Equity Balance at Jun. 30, 2019 238,392 93 94,541 143,677 (1,166) 1,247
Net Income 15,545 0 0 15,545 0 0
Change in Unrealized Loss on Available for Sale Securities 400 0 0 0 0 400
Dividends paid on common stock [3] (2,763) 0 0 (2,763) 0 0
Stock option expense 31 0 31 0 0 0
Stock Grant Expense 46 0 46 0 0 0
Exercise of stock options 32 0 32 0 0 0
Equity Balance at Dec. 31, 2019 248,869 93 94,650 156,459 (3,980) 1,647
Equity Balance at Sep. 30, 2019 242,262 93 94,572 150,123 (3,980) 1,454
Net Income 7,717 0 0 7,717 0 0
Change in Unrealized Loss on Available for Sale Securities 193 0 0 0 0 193
Dividends paid on common stock [4] (1,381) 0 0 (1,381) 0 0
Stock option expense 14 0 14 0 0 0
Stock Grant Expense 32 0 32 0 0 0
Exercise of stock options 32 0 32 0 0 0
Equity Balance at Dec. 31, 2019 248,869 93 94,650 156,459 (3,980) 1,647
Treasury stock purchased $ (2,814) $ 0 $ 0 $ 0 $ (2,814) $ 0
[1] $.26 per share.
[2] $.13 per share.
[3] $.30 per share.
[4] $.15 per share.
v3.19.3.a.u2
Condensed Consolidated Statements of Cash Flows - USD ($)
$ in Thousands
6 Months Ended
Dec. 31, 2019
Dec. 31, 2018
Cash Flows From Operating Activities:    
Net Income $ 15,545 $ 14,254
Items not requiring (providing) cash:    
Depreciation 1,870 1,614
Gain (Loss) on Disposal of Fixed Assets 331 8
Stock Option and Stock Grant Expense 109 126
(Loss) gain on sale/write-down of REO (47) 132
Amortization of intangible assets 882 770
Amortizataion of Purchase Accounting Adjustments (919) (1,629)
Increase in cash surrender value of bank owned life insurance (BOLI) (507) (840)
Provision for loan losses 1,284 995
Net amortization of premiums and discounts on securities 594 452
Originations of loans held for sale (17,504) (14,689)
Proceeds from sales of loans held for sale 17,696 14,934
Gain (loss) on Loans Held for Sale (476) (320)
Changes in:    
Accrued interest receivable (1,103) (1,071)
Prepaid expenses and other assets (781) 2,540
Accounts payable and other liabilities 853 (512)
Deferred income taxes 13 (188)
Accrued interest payable (174) 364
Net cash provided by operating activities 17,666 16,940
Cash flows from investing activities:    
Net increase in loans (77,289) (94,716)
Net change in interest-bearing deposits (2) 242
Proceeds from maturities of available for sale securities 21,740 13,650
Net purchases of Federal Home Loan Bank stock 0 (2,617)
Net purchases of Federal Reserve Bank of St. Louis stock (2,939) 0
Purchases of available-for-sale securities (32,130) (10,017)
Purchases of premises and equipment (2,647) (5,381)
Net cash paid for acquisition 0 (8,377)
Investments in state & federal tax credits (599) (231)
Proceeds from sale of fixed assets 155 0
Proceeds from sale of foreclosed assets 999 1,753
Net cash used in investing activities (92,712) (105,150)
Cash flows from financing activities:    
Net (decrease) increase in certificates of deposits (16,605) 109,146
Net (decrease) increase in securities sold under agreements to repurchase (4,376) 1,158
Proceeds from Federal Home Loan Bank advances 313,850 327,500
Repayments of Federal Home Loan Bank advances (244,174) (267,107)
Net increase (decrease) in demand deposits and savings accounts 37,571 (63,690)
Proceeds from issuance of long term debt 0 (4,400)
Purchase of Treasury Stock (2,814) 0
Dividends paid on common stock (2,763) (2,339)
Net cash provided by financing activities 80,689 100,268
Increase in cash and cash equivalents 5,643 12,058
Cash and cash equivalents at beginning of period 35,400 26,326
Cash and cash equivalents at end of period 41,043 38,384
Noncash investing and financing activities:    
Conversion of Loans to Foreclosed Real Estate 365 1,623
Conversion of Loans to Repossessed Assets 59 20
Right of use assets obtained in exchange for lease obligations: Operating Leases 1,996 0
Fair value of assets acquired 0 216,772
Less: common stock issued 0 10,757
Cash paid for the capital stock 0 11,271
Liabilities assumed 0 194,744
Cash paid during the period for:    
Interest (net of interest credited) 2,223 2,539
Income taxes $ 711 $ 795
v3.19.3.a.u2
Note 1: Basis of Presentation
6 Months Ended
Dec. 31, 2019
Notes  
Note 1: 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 consolidated balance sheet of the Company as of June 30, 2019, 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, 2019, 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, 2019, Form 10-K, which was filed with the SEC.

 

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

v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies
6 Months Ended
Dec. 31, 2019
Notes  
Note 2: 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 investment subsidiary, and has other preferred shareholders in order to meet the requirements to be a REIT.  At December 31, 2019, assets of the REIT were approximately $751 million, and consisted primarily of 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 subsidiary, the Bank. 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.

 

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

 

 

Cash and Cash Equivalents. For purposes of reporting cash flows, cash and cash equivalents includes cash, due from depository institutions and interest-bearing deposits in other depository institutions with original maturities of three months or less. Interest-bearing deposits in other depository institutions were $5.3 million and $6.9 million at December 31 and June 30, 2019, respectively. The deposits are held in various commercial banks in amounts not exceeding the FDIC’s deposit insurance limits, 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, 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.

 

When the Company does not intend to sell a debt security, and it is more likely than not the Company will not have to sell the security before recovery of its cost basis, it recognizes the credit component of an other-than-temporary impairment of a debt security in earnings and the remaining portion in other comprehensive income. As a result of this guidance, the Company’s consolidated balance sheet as of the dates presented reflects the full impairment (that is, the difference between the security’s amortized cost basis and fair value) on debt securities that the Company intends to sell or would more likely than not be required to sell before the expected recovery of the amortized cost basis. For available-for-sale debt securities 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. 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.

 

 

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

 

 

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

 

Interest on loans is accrued based upon the principal amount outstanding. The accrual of interest on loans is discontinued when, in management’s judgment, the collectability of interest or principal in the normal course of business is doubtful. The Company complies with regulatory guidance which indicates that loans should be placed in nonaccrual status when 90 days past due, unless the loan is both well-secured and in the process of collection. A loan that is “in the process of collection” may be subject to legal action or, in appropriate circumstances, through other collection efforts reasonably expected to result in repayment or restoration to current status in the near future. A loan is considered delinquent when a payment has not been made by the contractual due date. Interest income previously accrued but not collected at the date a loan is placed on nonaccrual status is reversed against interest income. Cash receipts on a nonaccrual loan are applied to principal and interest in accordance with its contractual terms unless full payment of principal is not expected, in which case cash receipts, whether designated as principal or interest, are applied as a reduction of the carrying value of the loan. A nonaccrual loan is generally returned to accrual status when principal and interest payments are current, full collectability of principal and interest is reasonably assured, and a consistent record of performance has been demonstrated.

 

The allowance for losses on loans represents management’s best estimate of losses probable in the existing loan portfolio. The allowance for losses on loans 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. The provision for losses on loans is determined based on management’s assessment of several factors: reviews and evaluations of specific loans, changes in the nature and volume of the loan portfolio, current economic conditions and the related impact on specific borrowers and industry groups, historical loan loss experience, the level of classified and nonperforming loans and the results of regulatory examinations.

 

Loans are considered impaired if, based on current information and events, it is probable that the Company will be unable to collect the scheduled payments of principal or interest when due according to the contractual terms of the loan agreement. Depending on a particular loan’s circumstances, we measure impairment of a loan based upon either the present value of expected future cash flows discounted at the loan’s effective interest rate, the loan’s observable market price, or the fair value of the collateral less estimated costs to sell if the loan is collateral dependent. Valuation allowances are established for collateral-dependent impaired loans for the difference between the loan amount and fair value of collateral less estimated selling costs. For impaired loans that are not collateral dependent, a valuation allowance is established for the difference between the loan amount and the present value of expected future cash flows discounted at the historical effective interest rate or the observable market price of the loan. Impairment losses are recognized through an increase in the required allowance for loan losses. Cash receipts on loans deemed impaired are recorded based on the loan’s separate status as a nonaccrual loan or an accrual status loan.

 

Some loans are accounted for in accordance with ASC 310-30, Loans and Debt Securities Acquired with Deteriorated Credit Quality. For these loans (“purchased credit impaired loans”), the Company recorded a fair value discount and began carrying them at book value less their face amount (see Note 4). For these loans, we determined the contractual amount and timing of undiscounted principal and interest payments (the “undiscounted contractual cash flows”), and estimated the amount and timing of undiscounted expected principal and interest payments, including expected prepayments (the “undiscounted expected cash flows”). Under acquired impaired loan accounting, the difference between the undiscounted contractual cash flows and the undiscounted expected cash flows is the nonaccretable difference. The nonaccretable difference is an estimate of the loss exposure of principal and interest related to the purchased credit impaired loans, and the amount is subject to change over time based on the performance of the loans. The carrying value of purchased credit impaired loans is initially determined as the discounted expected cash flows. The excess of expected cash flows at acquisition over the initial fair value of the purchased credit impaired loans is referred to as the “accretable yield” and is recorded as interest income over the estimated life of the acquired loans using the level-yield method, if the timing and amount of the future cash flows is reasonably estimable. The carrying value of purchased credit impaired loans is reduced by payments received, both principal and interest, and increased by the portion of the accretable yield recognized as interest income. Subsequent to acquisition, the Company evaluates the purchased credit impaired loans on a quarterly basis. Increases in expected cash flows compared to those previously estimated increase the accretable yield and are

recognized as interest income prospectively. Decreases in expected cash flows compared to those previously estimated decrease the accretable yield and may result in the establishment of an allowance for loan losses and a provision for loan losses. Purchased credit impaired loans are generally considered accruing and performing loans, as the loans accrete interest income over the estimated life of the loan when expected cash flows are reasonably estimable. Accordingly, purchased credit impaired loans that are contractually past due are still considered to be accruing and performing as long as there is an expectation that the estimated cash flows will be received. If the timing and amount of cash flows is not reasonably estimable, the loans may be classified as nonaccrual loans.

 

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.

 

 

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, 2019, there was no impairment indicated, and the Company believes there continues to be no impairment of goodwill at December 31, 2019.

 

 

Other Intangible Assets.  The Company’s other intangible assets at December 31, 2019 included gross core deposit intangibles of $14.7 million with $7.8 million accumulated amortization and mortgage servicing rights of $1.4 million. At June 30, 2019, the Company’s intangible assets included gross core deposit intangibles of $14.7 million with $6.9 million accumulated amortization and mortgage servicing rights of $1.5 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 $882,000 in the remainder of fiscal 2020, $1.3 million in fiscal 2021 through fiscal 2024, and $1.0 million in total thereafter. As of June 30, 2019, there was no impairment indicated, and the Company believes there continues to be no impairment of other intangible assets at December 31, 2019.

 

 

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.

 

 

Incentive Plan. The Company accounts for its Management and Recognition Plan (MRP) and Equity Incentive Plan (EIP) 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.

 

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 benefits 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) outstanding during each period.

 

 

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

 

 

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

 

 

The following paragraphs summarize the impact of 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, and is not expected to have a significant impact on our financial statements.

 

In June 2016, the FASB issued ASU 2016-13, Financial Instruments – Credit Losses (Topic 326).  The Update amends guidance on reporting credit losses for assets held at amortized cost basis and available for sale debt securities. For assets held at amortized cost basis, Topic 326 eliminates 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.  For public companies, the ASU is effective for fiscal years beginning after December 15, 2019, including interim periods within those fiscal years.  Early adoption is available beginning after December 15, 2018, including interim periods within those fiscal years. Adoption will be applied on a modified retrospective basis, through a cumulative-effect adjustment to retained earnings. The Company formed a working group of key personnel responsible for the allowance for loan losses estimate and initiated its evaluation of the data and systems requirements of adoption of the Update.  The group determined that purchasing third party software would be the most effective method to comply with the requirements, evaluated several outside vendors, and made a vendor recommendation that was approved by the Board.  Model validation and data testing using existing ALLL methodology have been completed. Parallel testing of the new methodology compared to the current methodology will be performed throughout fiscal year 2020 and the Company continues to evaluate the impact of adopting the new guidance.  We expect to recognize a one-time cumulative effect adjustment to the allowance for loan losses as of the beginning of the first reporting period in which the new standard is effective, which for the Company will be the three-month period ending September 30, 2020, but cannot yet determine the overall impact of the new guidance on the Company’s consolidated financial statements, or the exact amount of any such one-time adjustment.    

 

In February 2016, the FASB issued ASU 2016-02, “Leases,” to revise the accounting related to lease accounting.  Under the new guidance, a lessee is required to record a right-of-use (ROU) asset and a lease liability on the balance sheet for all leases with terms longer than 12 months.   The Update was effective for the Company July 1, 2019.   Adoption of the standard allows the use of a modified retrospective transition approach for all periods presented at the time of adoption.  Based on the Company’s leases outstanding at December 31, 2019, which included five leased properties and numerous office equipment leases, the adoption of the new standard did not have a material impact on our consolidated statements of financial condition or our consolidated statements of income, although an increase to assets and liabilities occurred at the time of adoption.  In the first quarter of 2020, the Company recognized a ROU asset and corresponding lease liability for all leases of approximately $2.0 million based on the lease portfolio at that time.  The Company’s new leases, lease terminations, and lease modifications and renewals will impact the amount of ROU asset and corresponding lease liability recognized.  The Company’s leases are all currently “operating leases” as defined in the Update; therefore, no material change in the income statement presentation of lease expense is anticipated.

 

v3.19.3.a.u2
Note 3: Securities
6 Months Ended
Dec. 31, 2019
Notes  
Note 3: Securities

Note 3:  Securities

 

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

 

 

December 31, 2019

 

 

 

 

 

Gross

 

 

Gross

 

 

Estimated

 

 

Amortized

 

 

Unrealized

 

 

Unrealized

 

 

Fair

(dollars in thousands)

 

Cost

 

 

Gains

 

 

Losses

 

 

Value

 

 

 

 

 

 

 

 

 

 

 

 

Investment and mortgage backed securities:

 

 

 

 

 

 

 

 

 

 

 

 U.S. government-sponsored enterprises (GSEs)

$

3,291

 

$

5

 

$

(1)

 

$

3,295

 State and political subdivisions

 

41,445

 

 

811

 

 

(18)

 

 

42,238

 Other securities

 

5,172

 

 

78

 

 

(227)

 

 

5,023

 Mortgage-backed GSE residential

 

123,769

 

 

1,724

 

 

(206)

 

 

125,287

    Total investments and mortgage-backed securities

$

173,677

 

$

2,618

 

$

(452)

 

$

175,843

 

 

June 30, 2019

 

 

 

 

 

Gross

 

 

Gross

 

 

Estimated

 

 

Amortized

 

 

Unrealized

 

 

Unrealized

 

 

Fair

(dollars in thousands)

 

Cost

 

 

Gains

 

 

Losses

 

 

Value

 

 

 

 

 

 

 

 

 

 

 

 

Investment and mortgage backed securities:

 

 

 

 

 

 

 

 

 

 

 

 U.S. government-sponsored enterprises (GSEs)

$

7,284

 

$

1

 

$

(15)

 

$

7,270

 State and political subdivisions

 

42,123

 

 

728

 

 

(68)

 

 

42,783

 Other securities

 

5,176

 

 

75

 

 

(198)

 

 

5,053

 Mortgage-backed GSE residential

 

109,297

 

 

1,449

 

 

(317)

 

 

110,429

    Total investments and mortgage-backed securities

$

163,880

 

$

2,253

 

$

(598)

 

$

165,535

 

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, 2019

 

Amortized

Estimated

(dollars in thousands)

Cost

Fair Value

  Within one year

$                     4,801

$                     4,805

  After one year but less than five years

                        8,495

                        8,569

  After five years but less than ten years

                     17,376

                     17,663

  After ten years

                     19,236

                     19,519

     Total investment securities

                     49,908

                     50,556

  Mortgage-backed securities

                   123,769

                   125,287

    Total investments and mortgage-backed securities

$                 173,677

$                 175,843

 

The carrying value of investment and mortgage-backed securities pledged as collateral to secure public deposits and securities sold under agreements to repurchase amounted to $123.8 million at December 31, 2019 and $143.7 million at June 30, 2019.  The securities pledged consist of marketable securities, including $1.6 million and $5.6 million of U.S. Government and Federal Agency Obligations, $36.5 million and $47.3 million of Mortgage-Backed Securities, $51.8 million and $55.7 million of Collateralized Mortgage Obligations, $33.8 million and $34.9 million of State and Political Subdivisions Obligations, and $200,000 and $300,000 of Other Securities at December 31 and June 30, 2019, respectively.

 

The following tables reflect 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 at December 31 and June 30, 2019:

 

 

December 31, 2019

 

Less than 12 months

 

12 months or more

 

Total

 

 

 

Unrealized

 

 

 

Unrealized

 

 

 

Unrealized

 

Fair Value

 

Losses

 

Fair Value

 

Losses

 

Fair Value

 

Losses

(dollars in thousands)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

U.S. government-sponsored

enterprises (GSEs)

$

-

 

$

-

 

$

998

 

$

1

 

$

998

 

$

1

Obligations of state and political

subdivisions

 

2,293

 

 

9

 

 

2,192

 

 

9

 

 

4,485

 

 

18

Other securities

 

-

 

 

-

 

 

949

 

 

227

 

 

949

 

 

227

Mortgage-backed securities

 

33,472

 

 

141

 

 

10,263

 

 

65

 

 

43,735

 

 

206

 Total investments and mortgage-

   backed securities

$

35,765

 

$

150

 

$

14,402

 

$

302

 

$

50,167

 

$

452

 

 

June 30, 2019

 

Less than 12 months

 

12 months or more

 

Total

 

 

 

Unrealized

 

 

 

Unrealized

 

 

 

Unrealized

 

Fair Value

 

Losses

 

Fair Value

 

Losses

 

Fair Value

 

Losses

(dollars in thousands)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

U.S. government-sponsored

enterprises (GSEs)

$

-

 

$

-

 

$

$6,969

 

$

15

 

$

6,969

 

$

15

Obligations of state and political

subdivisions

 

-

 

 

-

 

 

8,531

 

 

68

 

 

8,531

 

 

68

Other securities

 

-

 

 

-

 

 

985

 

 

198

 

 

985

 

 

198

Mortgage-backed securities

 

1,175

 

 

1

 

 

34,148

 

 

316

 

 

35,323

 

 

317

 Total investments and mortgage-

   backed securities

$

1,175

 

$

1

 

$

50,633

 

$

597

 

$

51,808

 

$

598

 

 

Other securities.  At December 31, 2019, there were two pooled trust preferred securities with an estimated fair value of $752,000 and unrealized losses of $222,000 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, 2019, 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 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 not more-likely-than-not that the Company will be required to sell these securities prior to recovery of their amortized cost basis, which may be maturity, the Company does not consider these investments to be other-than-temporarily impaired at December 31, 2019.

 

The Company does not believe any other individual unrealized loss as of December 31, 2019, represents other-than-temporary impairment (OTTI). However, the Company could be required to recognize OTTI losses in future periods with respect to its available for sale investment securities portfolio. The amount and timing of any required OTTI will depend on the decline in the underlying cash flows of the securities. Should the impairment of any of these securities become other-than-temporary, the cost basis of the investment will be reduced and the resulting loss recognized in the period the OTTI is identified.

 

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, 2019 and 2018.

 

v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses
6 Months Ended
Dec. 31, 2019
Notes  
Note 4: Loans and Allowance for Loan Losses

Note 4:  Loans and Allowance for Loan Losses

 

Classes of loans are summarized as follows:

 

(dollars in thousands)

 

December 31, 2019

 

 

June 30, 2019

Real Estate Loans:

 

 

 

 

 

     Residential

$

539,416

 

$

491,992

     Construction

 

169,195

 

 

123,287

     Commercial

 

850,476

 

 

840,777

Consumer loans

 

101,621

 

 

97,534

Commercial loans

 

355,275

 

 

355,874

  

 

2,015,983

 

 

1,909,464

Loans in process

 

(72,381)

 

 

(43,153)

Deferred loan fees, net

 

(3)

 

 

(3)

Allowance for loan losses

 

(20,814)

 

 

(19,903)

     Total loans

$

1,922,785

 

$

1,846,405

 

 

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. The Company has also occasionally purchased loan participation interests originated by other lenders and secured by properties generally located in the states of Missouri and Arkansas.

 

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.

 

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 the Company’s primary market area.  The majority of the multi-family residential loans that are originated by the Bank 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.

 

Commercial Real Estate Lending. The Company actively originates loans secured by commercial real estate including land (improved, unimproved, and farmland), strip shopping centers, retail establishments 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.

 

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 seven 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 secured by mortgage loans for the construction of owner-occupied residential real estate or to finance speculative construction secured by 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 and have maturities ranging from six to twelve 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.

 

While the Company typically utilizes maturity periods ranging from 6 to 12 months to closely monitor the inherent risks associated with construction 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, 2019, construction loans outstanding included 64 loans, totaling $30.0 million, for which a modification had been agreed to.  At June 30, 2019, construction loans outstanding included 59 loans, totaling $27.2 million, for which a modification had been agreed to. All modifications were solely for the purpose of extending the maturity date due to conditions described above.  None of these modifications were executed due to financial difficulty on the part of the borrower and, therefore, were not accounted for as TDRs.

 

Consumer Lending. The Company offers a variety of secured consumer loans, including home equity, direct and indirect automobile loans, second mortgages, mobile home loans and loans secured by deposits. The Company originates substantially all of its consumer loans in its primary lending area. Consumer loans are typically originated with fixed rates for terms of up to five years, with the exception of home equity lines of credit, which are typically originated with adjustable rates, tied to the prime rate of interest, and 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. Interest rates on the HELOCs are generally adjustable and based upon the loan-to-value ratio of the property, with better rates given to borrowers with more equity.

 

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.

 

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.

 

 

The following tables present the balance in the allowance for loan losses and the recorded investment in loans (excluding loans in process and deferred loan fees) based on portfolio segment and impairment methods as of December 31 and June 30, 2019, and activity in the allowance for loan losses for the three- and six- month periods ended December 31, 2019 and 2018:

 

 

 

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

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Loans:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Ending Balance: individually

   evaluated for impairment

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 Ending Balance: collectively

   evaluated for impairment

$

538,121

 

$

95,518

 

$

835,045

 

$

101,621

 

$

349,186

 

$

1,919,491

 Ending Balance: loans acquired

   with deteriorated credit quality

$

1,295

 

$

1,296

 

$

15,431

 

$

-

 

$

6,089

 

$

24,111

 

 

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 period end and for the six months ended December 31, 2018

 

 

Residential

 

 

Construction

 

 

Commercial

 

 

 

 

 

 

 

 

 

(dollars in thousands)

 

Real Estate

 

 

Real Estate

 

 

Real Estate

 

 

Consumer

 

 

Commercial

 

 

Total

Allowance for loan losses:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Balance, beginning of period

$

3,226

 

$

1,097

 

$

8,793

 

$

902

 

$

4,196

 

$

18,214

 Provision charged to expense

 

415

 

 

94

 

 

319

 

 

80

 

 

87

 

 

995

 Losses charged off

 

(9)

 

 

-

 

 

(120)

 

 

(20)

 

 

(47)

 

 

(196)

 Recoveries

 

1

 

 

-

 

 

3

 

 

5

 

 

1

 

 

10

 Balance, end of period

$

3,633

 

$

1,191

 

$

8,995

 

$

967

 

$

4,237

 

$

19,023

 Ending Balance: individually

   evaluated for impairment

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 Ending Balance: collectively

   evaluated for impairment

$

3,633

 

$

1,191

 

$

8,995

 

$

967

 

$

4,237

 

$

19,023

 Ending Balance: loans acquired

   with deteriorated credit quality

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 

 

For the three months ended December 31, 2018

 

 

Residential

 

 

Construction

 

 

Commercial

 

 

 

 

 

 

 

 

 

(dollars in thousands)

 

Real Estate

 

 

Real Estate

 

 

Real Estate

 

 

Consumer

 

 

Commercial

 

 

Total

Allowance for loan losses:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Balance, beginning of period

$

3,349

 

$

1,293

 

$

8,733

 

$

981

 

$

4,434

 

$

18,790

 Provision charged to expense

 

293

 

 

(102)

 

 

284

 

 

(11)

 

 

(150)

 

 

314

 Losses charged off

 

(9)

 

 

-

 

 

(25)

 

 

(3)

 

 

(47)

 

 

(84)

 Recoveries

 

-

 

 

-

 

 

3

 

 

-

 

 

-

 

 

3

 Balance, end of period

$

3,633

 

$

1,191

 

$

8,995

 

$

967

 

$

4,237

 

$

19,023

 

 

At June 30, 2019

 

 

Residential

 

 

Construction

 

 

Commercial

 

 

 

 

 

 

 

 

 

(dollars in thousands)

 

Real Estate

 

 

Real Estate

 

 

Real Estate

 

 

Consumer

 

 

Commercial

 

 

Total

Allowance for loan losses:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Balance, end of period

$

3,706

 

$

1,365

 

$

9,399

 

$

1,046

 

$

4,387

 

$

19,903

 Ending Balance: individually

   evaluated for impairment

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 Ending Balance: collectively

   evaluated for impairment

$

3,706

 

$

1,365

 

$

9,399

 

$

1,046

 

$

4,387

 

$

19,903

 Ending Balance: loans acquired

   with deteriorated credit quality

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 

$

-

     

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Loans:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Ending Balance: individually

   evaluated for impairment

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 Ending Balance: collectively

   evaluated for impairment

$

490,307

 

$

78,826

 

$

821,415

 

$

97,534

 

$

349,681

 

$

1,837,763

 Ending Balance: loans acquired

   with deteriorated credit quality

$

1,685

 

$

1,308

 

$

19,362

 

$

-

 

$

6,193

 

$

28,548

 

 

Management’s opinion as to the ultimate collectability of loans is subject to estimates regarding future cash flows from operations and the value of property, real and personal, pledged as collateral. These estimates are affected by changing economic conditions and the economic prospects of borrowers.

 

The allowance for loan losses is maintained at a level that, in management’s judgment, is adequate to cover probable credit losses inherent in the loan portfolio at the balance sheet date. The allowance for loan losses is established as losses are estimated to have occurred through a provision for loan losses charged to earnings. Loan losses are charged against the allowance when an amount is determined to be uncollectible, based on management’s analysis of expected cash flow (for non-collateral-dependent loans) or collateral value (for collateral-dependent loans). Subsequent recoveries, if any, are credited to the allowance.

 

The allowance for loan losses is evaluated on a regular basis by management and is based upon management’s periodic review of the collectability of the loans in light of historical experience, the nature and volume of the loan portfolio, adverse situations that may affect the borrower’s ability to repay, estimated value of any underlying collateral and prevailing economic conditions. This evaluation is inherently subjective as it requires estimates that are susceptible to significant revision as more information becomes available.

 

The allowance consists of allocated and general components. The allocated component relates to loans that are classified as impaired. For those loans that are classified as impaired, an allowance is established when the discounted cash flows (or collateral value or observable market price) of the impaired loan is lower than the carrying value of that loan.

 

Under the Company’s allowance methodology, loans are 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 are 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.  The loans subject to credit classification represent the portion of the portfolio subject to the greatest credit risk and where adjustments to the allowance for losses on loans as a result of provisions and charge offs are most likely to have a significant impact on operations.

 

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 represents a probable loss or risk that should be recognized.

 

The Company considers, as the primary quantitative factor in its allowance methodology, average net charge offs over the most recent twelve-month period.  The Company also reviews average net charge offs over the most recent five-year period.

 

A loan is considered impaired when, based on current information and events, it is probable that the scheduled payments of principal or interest will not be able to be collected when due according to the contractual terms of the loan agreement. Factors considered by management in determining impairment include payment status, collateral value and the probability of collecting scheduled principal and interest payments when due. Loans that experience insignificant payment delays and payment shortfalls generally are not classified as impaired. 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. Impairment is measured on a loan-by-loan basis for commercial and agricultural loans by either the present value of expected future cash flows discounted at the loan’s effective interest rate, the loan’s obtainable market price or the fair value of the collateral if the loan is collateral dependent.

 

Groups of loans with similar risk characteristics are collectively evaluated for impairment based on the group’s historical loss experience adjusted for changes in trends, conditions and other relevant factors that affect repayment of the loans. Accordingly, individual consumer and residential loans are not separately identified for impairment measurements, unless such loans are the subject of a restructuring agreement due to financial difficulties of the borrower.

 

The general component covers non-classified loans and is based on historical charge-off experience and expected loss given the internal risk rating process. The loan portfolio is stratified into homogeneous groups of loans that possess similar loss characteristics and an appropriate loss ratio adjusted for qualitative factors is applied to the homogeneous pools of loans to estimate the incurred losses in the loan portfolio.

 

Included in the Company’s loan portfolio are certain loans accounted for in accordance with ASC 310-30, Loans and Debt Securities Acquired with Deteriorated Credit Quality. These loans were written down at acquisition to an amount estimated to be collectible. As a result, certain 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 current credit quality to prior periods. The ratios particularly affected by accounting under ASC 310-30 include the allowance for loan losses as a percentage of loans, nonaccrual loans, and nonperforming assets, and nonaccrual loans and nonperforming loans as a percentage of total loans.

 

The following tables present 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 December 31 and June 30, 2019. These tables include purchased credit impaired loans, which are reported according to risk categorization after acquisition based on the Company’s standards for such classification:

 

 

December 31, 2019

 

 

Residential

 

 

Construction

 

 

Commercial

 

 

 

 

 

 

(dollars in thousands)

 

Real Estate

 

 

Real Estate

 

 

Real Estate

 

 

Consumer

 

 

Commercial

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

$

532,574

 

$

96,814

 

$

813,762

 

$

101,258

 

$

342,224

Watch

 

1,009

 

 

-

 

 

20,812

 

 

166

 

 

6,255

Special Mention

 

103

 

 

-

 

 

3,436

 

 

26

 

 

-

Substandard

 

5,730

 

 

-

 

 

12,466

 

 

171

 

 

6,796

Doubtful

 

-

 

 

-

 

 

-

 

 

-

 

 

-

     Total

$

539,416

 

$

96,814

 

$

850,476

 

$

101,621

 

$

355,275

 

 

June 30, 2019

 

 

Residential

 

 

Construction

 

 

Commercial

 

 

 

 

 

 

(dollars in thousands)

 

Real Estate

 

 

Real Estate

 

 

Real Estate

 

 

Consumer

 

 

Commercial

Pass

$

482,869

 

$

80,134

 

$

802,479

 

$

97,012

 

$

341,069

Watch

 

1,236

 

 

-

 

 

21,693

 

 

170

 

 

7,802

Special Mention

 

103

 

 

-

 

 

3,463

 

 

26

 

 

-

Substandard

 

7,784

 

 

-

 

 

13,142

 

 

291

 

 

7,003

Doubtful

 

-

 

 

-

 

 

-

 

 

35

 

 

-

     Total

$

491,992

 

$

80,134

 

$

840,777

 

$

97,534

 

$

355,874

 

 

The above amounts include purchased credit impaired loans. At December 31, 2019, purchased credited impaired loans comprised $6.0 million of credits rated “Pass”; $10.6 million of credits rated “Watch”; none rated “Special Mention”; $7.5 million of credits rated “Substandard”; and none rated “Doubtful”. At June 30, 2019,  purchased credit impaired loans accounted for $6.9 million of credits rated “Pass”; $10.4 million of credits rated “Watch”; none rated “Special Mention”; $11.2 million of credits rated “Substandard”; and none rated “Doubtful”.

 

 

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 Special Mention, Substandard, or Doubtful.  In addition, lending relationships of $2 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.

 

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, 2019.  These tables include purchased credit impaired loans, which are reported according to aging analysis after acquisition based on the Company’s standards for such classification:

 

 

December 31, 2019

 

 

 

 

 

 

 

 

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

$

1,457

 

$

1,246

 

$

1,442

 

$

4,145

 

$

535,271

 

$

539,416

 

$

-

 Construction

 

-

 

 

-

 

 

-

 

 

-

 

 

96,814

 

 

96,814

 

 

-

 Commercial

 

576

 

 

296

 

 

3,020

 

 

3,892

 

 

846,584

 

 

850,476

 

 

-

Consumer loans

 

475

 

 

136

 

 

173

 

 

784

 

 

100,837

 

 

101,621

 

 

1

Commercial loans

 

277

 

 

230

 

 

225

 

 

732

 

 

354,543

 

 

355,275

 

 

-

 Total loans

$

2,785

 

$

1,908

 

$

4,860

 

$

9,553

 

$

1,934,049

 

$

1,943,602

 

$

1

 

 

June 30, 2019

 

 

 

 

 

 

 

 

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

$

227

 

$

1,054

 

$

1,714

 

$

2,995

 

$

488,997

 

$

491,992

 

$

-

 Construction

 

-

 

 

-

 

 

-

 

 

-

 

 

80,134

 

 

80,134

 

 

-

 Commercial

 

296

 

 

1

 

 

5,617

 

 

5,914

 

 

834,863

 

 

840,777

 

 

-

Consumer loans

 

128

 

 

46

 

 

176

 

 

350

 

 

97,184

 

 

97,534

 

 

-

Commercial loans

 

424

 

 

25

 

 

1,902

 

 

2,351

 

 

353,523

 

 

355,874

 

 

-

 Total loans

$

1,075

 

$

1,126

 

$

9,409

 

$

11,610

 

$

1,854,701

 

$

1,866,311

 

$

-

 

 

At December 31, 2019 there were no purchased credit impaired loans that were greater than 90 days past due.  At June 30, 2019 there was one purchased credit impaired loan with net fair value of $3.1 million that was greater than 90 days past due.

 

A loan is considered impaired, in accordance with the impairment accounting guidance (ASC 310-10-35-16), when based on current information and events, it is probable the Company will be unable to collect all amounts due from the borrower in accordance with the contractual terms of the loan. Impaired loans include nonperforming loans, as well as performing loans modified in troubled debt restructurings where concessions have been 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 tables below present impaired loans (excluding loans in process and deferred loan fees) as of December 31 and June 30, 2019. These tables include purchased credit impaired loans. Purchased credit impaired loans are those 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 determines it is probable, for a specific loan, that cash flows received will 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, will continue to be reported as impaired loans. In an instance where, subsequent to the acquisition, the Company determines it is probable, for a specific loan, that cash flows received will be less than the amount previously expected, the Company will allocate a specific allowance under the terms of ASC 310-10-35.

 

 

December 31, 2019

 

 

Recorded

 

 

Unpaid Principal

 

 

Specific

(dollars in thousands)

 

Balance

 

 

Balance

 

 

Allowance

Loans without a specific valuation allowance:

 

 

 

 

 

 

 

 

 Residential real estate

$

4,086

 

$

4,322

 

$

-

 Construction real estate

 

1,295

 

 

1,340

 

 

-

 Commercial real estate

 

22,008

 

 

26,310

 

 

-

 Consumer loans

 

-

 

 

-

 

 

-

 Commercial loans

 

6,813

 

 

8,073

 

 

-

Loans with a specific valuation allowance:

 

 

 

 

 

 

 

 

 Residential real estate

$

-

 

$

-

 

$

-

 Construction real estate

 

-

 

 

-

 

 

-

 Commercial real estate

 

-

 

 

-

 

 

-

 Consumer loans

 

-

 

 

-

 

 

-

 Commercial loans

 

-

 

 

-

 

 

-

Total:

 

 

 

 

 

 

 

 

 Residential real estate

$

4,086

 

$

4,322

 

$

-

 Construction real estate

$

1,295

 

$

1,340

 

$

-

 Commercial real estate

$

22,008

 

$

26,310

 

$

-

 Consumer loans

$

-

 

$

-

 

$

-

 Commercial loans

$

6,813

 

$

8,073

 

$

-

 

 

June 30, 2019

 

 

Recorded

 

 

Unpaid Principal

 

 

Specific

(dollars in thousands)

 

Balance

 

 

Balance

 

 

Allowance

Loans without a specific valuation allowance:

 

 

 

 

 

 

 

 

 Residential real estate

$

5,104

 

$

5,341

 

$

-

 Construction real estate

 

1,330

 

 

1,419

 

 

-

 Commercial real estate

 

26,410

 

 

31,717

 

 

-

 Consumer loans

 

8

 

 

8

 

 

-

 Commercial loans

 

6,999

 

 

9,187

 

 

-

Loans with a specific valuation allowance:

 

 

 

 

 

 

 

 

 Residential real estate

$

-

 

$

-

 

$

-

 Construction real estate

 

-

 

 

-

 

 

-

 Commercial real estate

 

-

 

 

-

 

 

-

 Consumer loans

 

-

 

 

-

 

 

-

 Commercial loans

 

-

 

 

-

 

 

-

Total:

 

 

 

 

 

 

 

 

 Residential real estate

$

5,104

 

$

5,341

 

$

-

 Construction real estate

$

1,330

 

$

1,419

 

$

-

 Commercial real estate

$

26,410

 

$

31,717

 

$

-

 Consumer loans

$

8

 

$

8

 

$

-

 Commercial loans

$

6,999

 

$

9,187

 

$

-

 

 

The above amounts include purchased credit impaired loans. At December 31, 2019, purchased credit impaired loans comprised $24.1 million of impaired loans without a specific valuation allowance.  At June 30, 2019, purchased credit impaired loans comprised $28.5 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

 

 

 

(dollars in thousands)

 

Investment in

 

 

Interest Income

 

 

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 three-month period ended

 

December 31, 2018

 

 

Average

 

 

 

(dollars in thousands)

 

Investment in

 

 

Interest Income

 

 

Impaired Loans

 

 

Recognized

Residential Real Estate

$

1,844

 

$

28

Construction Real Estate

 

1,295

 

 

41

Commercial Real Estate

 

13,186

 

 

429

Consumer Loans

 

-

 

 

-

Commercial Loans

 

3,356

 

 

102

   Total Loans

$

19,681

 

$

600

 

 

For the six-month period ended

 

December 31, 2019

 

 

Average

 

 

 

(dollars in thousands)

 

Investment in

 

 

Interest Income

 

 

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

 

 

For the six-month period ended

 

December 31, 2018

 

 

Average

 

 

 

(dollars in thousands)

 

Investment in

 

 

Interest Income

 

 

Impaired Loans

 

 

Recognized

Residential Real Estate

$

2,300

 

$

61

Construction Real Estate

 

1,295

 

 

142

Commercial Real Estate

 

11,327

 

 

799

Consumer Loans

 

-

 

 

-

Commercial Loans

 

3,054

 

 

718

   Total Loans

$

17,976

 

$

1,720

 

 

Interest income on impaired loans recognized on a cash basis in the three- and six- month periods ended December 31, 2019 and 2018, 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, as compared to $144,000 and $1.1 million, for the three- and six- month periods ended December 31, 2018.

 

The following table presents the Company’s nonaccrual loans at December 31 and June 30, 2019. Purchased credit impaired loans are placed on nonaccrual status in the event the Company cannot reasonably estimate cash flows expected to be collected.  The table excludes performing troubled debt restructurings.

 

(dollars in thousands)

 

December 31, 2019

 

 

June 30, 2019

Residential real estate

$

4,397

 

$

6,404

Construction real estate

 

-

 

 

-

Commercial real estate

 

5,212

 

 

10,876

Consumer loans

 

179

 

 

309

Commercial loans

 

631

 

 

3,424

     Total loans

$

10,419

 

$

21,013

 

The above amounts include purchased credit impaired loans.  At December 31, 2019 there were no purchased credit impaired loans on nonaccrual.  At June 30, 2019, purchased credit impaired loans comprised $4.1 million of nonaccrual loans.

 

 

Included in certain loan categories in the impaired loans are troubled debt restructurings (TDRs), where economic concessions have been granted to borrowers who have experienced financial difficulties. 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. 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.

 

When loans and leases are modified into a TDR, the Company evaluates any possible impairment similar to other impaired loans based on the present value of expected future cash flows, discounted at the contractual interest rate of the original loan or lease agreement, and uses the current fair value of the collateral, less selling costs, for collateral dependent loans. If the Company determines that the value of the modified loan is less than the recorded investment in the loan (net of previous charge-offs, deferred loan fees or costs, and unamortized premium or discount), impairment is recognized through an allowance estimate or a charge-off to the allowance. In periods subsequent to modification, the Company evaluates all TDRs, including those that have payment defaults, for possible impairment and recognizes impairment through the allowance.

 

During the three- and six- month periods ended December 31, 2019 and 2018, certain loans modified were classified as TDRs. They are shown, segregated by class, in the table below:

 

 

 

For the three-month periods ended

 

 

December 31, 2019

 

 

December 31, 2018

(dollars in thousands)

 

Number of

 

 

Recorded

 

 

Number of

 

 

Recorded

modifications

 

 

Investment

 

 

modifications

 

 

Investment

Residential real estate

 

-

 

$

-

 

 

1

 

$

707

Construction real estate

 

-

 

 

-

 

 

-

 

 

-

Commercial real estate

 

-

 

 

-

 

 

4

 

 

962

Consumer loans

 

-

 

 

-

 

 

-

 

 

-

Commercial loans

 

-

 

 

-

 

 

1

 

 

20

   Total

 

-

 

$

-

 

 

6

 

$

1,689

 

 

 

For the six-month periods ended

 

December 31, 2019

 

 

December 31, 2018

(dollars in thousands)

 

Number of

 

 

Recorded

 

 

Number of

 

 

Recorded

modifications

 

 

Investment

 

 

modifications

 

 

Investment

Residential real estate

 

-

 

$

-

 

 

1

 

$

707

Construction real estate

 

-

 

 

-

 

 

-

 

 

-

Commercial real estate

 

-

 

 

-

 

 

7

 

 

2,264

Consumer loans

 

-

 

 

-

 

 

-

 

 

-

Commercial loans

 

-

 

 

-

 

 

2

 

 

89

   Total

 

-

 

$

-

 

 

10

 

$

3,060

 

Performing loans classified as TDRs and outstanding at December 31 and June 30, 2019, segregated by class, are shown in the table below. Nonperforming TDRs are shown as nonaccrual loans.

 

 

 

December 31, 2019

 

 

June 30, 2019

 

 

Number of

 

 

Recorded

 

 

Number of

 

 

Recorded

(dollars in thousands)

modifications

 

 

Investment

 

 

modifications

 

 

Investment

Residential real estate

 

9

 

$

967

 

 

10

 

$

1,130

Construction real estate

 

-

 

 

-

 

 

-

 

 

-

Commercial real estate

 

16

 

 

7,884

 

 

20

 

 

6,529

Consumer loans

 

-

 

 

-

 

 

-

 

 

-

Commercial loans

 

10

 

 

5,963

 

 

10

 

 

5,630

   Total

 

35

 

$

14,814

 

 

40

 

$

13,289

 

 

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, 2019, the carrying value of foreclosed residential real estate properties as a result of obtaining physical possession was $823,000 and $752,000, respectively. In addition, as of December 31 and June 30, 2019, the Company had residential mortgage loans and home equity loans with a carrying value of $516,000 and $493,000, respectively, collateralized by residential real estate property for which formal foreclosure proceedings were in process.

v3.19.3.a.u2
Note 5: Accounting For Certain Loans Acquired in A Transfer
6 Months Ended
Dec. 31, 2019
Notes  
Note 5: Accounting For Certain Loans Acquired in A Transfer

Note 5: Accounting for Certain Loans Acquired in a Transfer

 

During the fiscal years ended June 30, 2011, 2015, 2017, and 2019, the Company acquired certain loans which evidenced deterioration of credit quality since origination and for which it was probable, at acquisition, that all contractually required payments would not be collected.

 

Loans purchased with evidence of credit deterioration since origination and for which it is probable that all contractually required payments will not be collected are considered to be credit impaired. Evidence of credit quality deterioration as of the purchase date may include information such as past-due and nonaccrual status, borrower credit scores and recent loan to value percentages. Purchased credit-impaired loans are accounted for under the accounting guidance for loans and debt securities acquired with deteriorated credit quality (ASC 310-30) and initially measured at fair value, which includes estimated future credit losses expected to be incurred over the life of the loan. Accordingly, an allowance for credit losses related to these loans is not carried over and recorded at the acquisition date. Management estimated the cash flows expected to be collected at acquisition using the Bank’s internal risk models, which incorporate the estimate of current key assumptions, such as default rates, severity and prepayment speeds.

 

The carrying amount of those loans is included in the balance sheet amounts of loans receivable at December 31 and June 30, 2019. The amount of these loans is shown below:  

 

(dollars in thousands)

 

December 31, 2019

 

 

June 30, 2019

Residential real estate

$

1,532

 

$

1,921

Construction real estate

 

1,340

 

 

1,397

Commercial real estate

 

19,733

 

 

24,669

Consumer loans

 

-

 

 

-

Commercial loans

 

7,349

 

 

8,381

     Outstanding balance

$

$29,954

 

$

$36,368

    Carrying amount, net of fair value adjustment of
    $5,844 and $7,821 at December 31, 2019 and  
    June 30, 2019, respectively   

$

$24,110

 

$

$28,547

 

 

Accretable yield, or income expected to be collected, is as follows:

 

 

For the three-month period ended

(dollars in thousands)

 

December 31, 2019

 

 

December 31, 2018

Balance at beginning of period

$

183

 

$

305

 Additions

 

-

 

 

102

 Accretion

 

(79)

 

 

(144)

 Reclassification from nonaccretable difference

 

83

 

 

108

 Disposals

 

-

 

 

-

Balance at end of period

$

187

 

$

371

 

 

For the six-month period ended

(dollars in thousands)

 

December 31, 2019

 

 

December 31, 2018

Balance at beginning of period

$

220

 

$

589

 Additions

 

-

 

 

102

 Accretion

 

(163)

 

 

(1,089)

 Reclassification from nonaccretable difference

 

130

 

 

973

 Disposals

 

-

 

 

(204)

Balance at end of period

$

187

 

$

371

 

 

During the three- and six- month periods ended December 31, 2019 and December 31, 2018, the Company did not increase or reverse the allowance for loan losses related to these purchased credit impaired loans.

 

v3.19.3.a.u2
NOTE 6: Premises and Equipment
6 Months Ended
Dec. 31, 2019
Notes  
NOTE 6: Premises and Equipment

Note 6:  Premises and Equipment

 

Following is a summary of premises and equipment:

 

 

 

 

 

 

(dollars in thousands)

 

December 31, 2019

 

 

June 30, 2019

Land

$

12,404

 

$

12,414

Buildings and improvements

 

54,561

 

 

54,304

Construction in progress

 

973

 

 

466

Furniture, fixtures, equipment and software

 

17,588

 

 

16,514

Automobiles

 

107

 

 

107

Operating leases right of use assets

 

1,988

 

 

-

 

 

87,621

 

 

83,805

Less accumulated depreciation

 

22,615

 

 

21,078

 

$

$65,006

 

$

$62,727

 

 

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 (“ROU”) 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.   

Adoption of this ASU resulted in the Company recognizing a ROU asset and corresponding lease liability of $437,000, while entry into a new operating lease agreement during the three-month period ended September 30, 2019, resulted in the recognition of a ROU asset and corresponding lease liability of $1.6 million.

 

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.   

 

 

 

 

At or For the

 

 

Six Months Ended

(dollars in thousands)

 

December 31, 2019

Consolidated Balance Sheet

 

 

Operating leases right of use asset

$

1,988

Operating leases liability

$

1,988

 

 

 

Consolidated Statement of Income

 

 

Operating lease costs classified as occupancy and equipment expense

$

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

$

78

ROU assets obtained in exchange for operating lease obligations:

$

2,004

 

 

For the three- and six- month periods ended December 31, 2019, lease expense was $52,000 and $109,000, respectively, and was $51,000 and $129,000 for the three- and six- month periods ended December 31, 2018, respectively.  At December 31, 2019, future expected lease payments for leases with terms exceeding one year were as follows:

 

(dollars in thousands)

 

 

2020

$

77

2021

 

269

2022

 

243

2023

 

243

2024

 

243

2025

 

243

Thereafter

 

1,599

Future lease payments expected

$

$2,917

 

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, 2019, income recognized from these lessor agreements was $80,000 and $162,000, respectively, and was included in net occupancy and equipment expense.

 

v3.19.3.a.u2
Note 7: Deposits
6 Months Ended
Dec. 31, 2019
Notes  
Note 7: Deposits

Note 7:  Deposits

 

Deposits are summarized as follows:

 

(dollars in thousands)

 

December 31, 2019

 

 

June 30, 2019

Non-interest bearing accounts

$

223,604

 

$

218,889

NOW accounts

 

658,073

 

 

639,219

Money market deposit accounts

 

204,143

 

 

188,355

Savings accounts

 

166,140

 

 

167,973

Certificates

 

662,654

 

 

679,259

    Total Deposit Accounts

$

1,914,614

 

$

1,893,695

 

v3.19.3.a.u2
Note 8: Earnings Per Share
6 Months Ended
Dec. 31, 2019
Notes  
Note 8: Earnings Per Share

Note 8:  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,

 

 

2019

 

 

2018

 

 

 

2019

 

 

2018

 

 

 

 

 

 

 

 

 

 

 

(dollars in thousands except per share data)

 

 

 

 

 

 

 

 

 

 

 

 

Net income

$

7,717

 

$

7,454

 

 

$

15,545

 

$

14,254

 

 

 

 

 

 

 

 

 

 

 

 

 

Average Common shares – outstanding basic

 

9,202,052

 

 

9,136,873

 

 

 

9,217,155

 

 

9,066,597

Stock options under treasury stock method

 

10,847

 

 

11,860

 

 

 

9,675

 

 

12,342

Average Common shares – outstanding diluted

 

9,212,899

 

 

9,148,733

 

 

 

9,226,830

 

 

9,078,939

 

 

 

 

 

 

 

 

 

 

 

 

 

Basic earnings per common share

$

0.84

 

$

0.82

 

 

$

1.69

 

$

1.57

Diluted earnings per common share

$

0.84

 

$

0.81

 

 

$

1.68

 

$

1.57

 

 

At December 31, 2019, no options outstanding had an exercise price in excess of the market price.  At December 31, 2018, 13,500 options outstanding had an exercise price in excess of the market price.  

 

v3.19.3.a.u2
Note 9: Income Taxes
6 Months Ended
Dec. 31, 2019
Notes  
Note 9: Income Taxes

Note 9: Income Taxes   

 

The Company and its subsidiary files income tax returns in the U.S. Federal jurisdiction and various states. The Company is no longer subject to federal and state 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 period ended

 

For the six-month periods ended

(dollars in thousands)

 

December 31, 2019

 

 

December 31, 2018

 

 

December 31, 2019

 

 

December 31, 2018

Income taxes

 

 

 

 

 

 

 

 

 

 

 

 Current

$

1,915

 

$

3,368

 

$

3,884

 

$

5,029

 Deferred

 

6

 

 

(1,566)

 

 

12

 

 

(1,560)

Total income tax provision

$

1,921

 

$

1,802

 

$

3,896

 

$

3,469

 

 

The components of net deferred tax assets are summarized as follows:

 

(dollars in thousands)

 

December 31, 2019

 

 

June 30, 2019

Deferred tax assets:

 

 

 

 

 

 Provision for losses on loans

$

4,873

 

$

4,601

 Accrued compensation and benefits

 

567

 

 

692

 NOL carry forwards acquired

 

174

 

 

199

 Minimum Tax Credit

 

130

 

 

130

 Unrealized loss on other real estate

 

51

 

 

134

 Purchase accounting adjustments

 

-

 

 

255

 Losses and credits from LLC's

 

1,100

 

 

1,206

Total deferred tax assets

 

6,895

 

 

7,217

 

 

 

 

 

 

Deferred tax liabilities:

 

 

 

 

 

 Purchase accounting adjustments

 

164

 

 

-

 Depreciation

 

1,411

 

 

1,749

 FHLB stock dividends

 

120

 

 

120

 Prepaid expenses

 

238

 

 

313

 Unrealized gain on available for sale securities

 

477

 

 

364

 Other

 

-

 

 

61

Total deferred tax liabilities

 

2,410

 

 

2,607

 

 

 

 

 

 

     Net deferred tax asset

$

4,485

 

$

$4,610

 

 

As of December 31, 2019 the Company had approximately $963,000 and $1.7 million 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., and the August 2014 acquisition of Peoples Service Company.  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 is shown below:

 

 

For the three-month periods ended

 

For the six-month periods ended

(dollars in thousands)

December 31,

2019

 

December 31,

2018

 

December 31,

2019

 

December 31,

2018

Tax at statutory rate

$

2,024

 

$

1,944

 

$

$4,083

 

$

3,722

Increase (reduction) in taxes
 resulting from:

 

 

 

 

 

 

 

 

 

 

 

   Nontaxable municipal income

 

(113)

 

 

(77)

 

 

(226)

 

 

(149)

   State tax, net of Federal benefit

 

87

 

 

101

 

 

196

 

 

224

   Cash surrender value of
     Bank-owned life insurance

 

(53)

 

 

(125)

 

 

(106)

 

 

(176)

   Tax credit benefits

 

(4)

 

 

(68)

 

 

(6)

 

 

(136)

   Other, net

 

(20)

 

 

27

 

 

(45)

 

 

(16)

Actual provision

$

1,921

 

$

1,802

 

$

3,896

 

$

3,469

 

 

For the three- and six- month periods ended December 31, 2019 and December 31, 2018, 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.

 

v3.19.3.a.u2
Note 10: 401(k) Retirement Plan
6 Months Ended
Dec. 31, 2019
Notes  
Note 10: 401(k) Retirement Plan

Note 10:  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 2019; for fiscal 2020, 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, 2019, retirement plan expenses recognized for the Plan totaled approximately $343,000 and $724,000, respectively, as compared to $293,000 and $634,000, 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.

 

 

v3.19.3.a.u2
Note 11: Subordinated Debt
6 Months Ended
Dec. 31, 2019
Notes  
Note 11: Subordinated Debt

Note 11:  Subordinated Debt

 

Southern Missouri Statutory Trust I issued $7.0 million of Floating Rate Capital Securities (the “Trust Preferred Securities”) with a liquidation value of $1,000 per share in March 2004. The securities are due in 30 years, redeemable after five years and bear interest at a floating rate based on LIBOR. At December 31, 2019, the current rate was 4.65%. 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 of the Company. 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, 2019, the current rate was 4.34%. The carrying value of the debt securities was approximately $2.7 million at December 31, 2019 and $2.6 million at June 30, 2019.

 

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, 2019, the current rate was 3.69%.  The carrying value of the debt securities was approximately $5.2 million at December 31 and June 30, 2019.

 

v3.19.3.a.u2
Note 12: Fair Value Measurements
6 Months Ended
Dec. 31, 2019
Notes  
Note 12: Fair Value Measurements

Note 12:  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 1Quoted prices in active markets for identical assets or liabilities 

 

Level 2Observable 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 3Unobservable 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 of assets  recognized in the accompanying 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, 2019 and June 30, 2019:

 

 

Fair Value Measurements at December 31, 2019, Using:

 

 

 

 

 

Quoted Prices

in Active

Markets for

Identical

Assets

 

 

Significant

Other

Observable

Inputs

 

 

Significant

Unobservable

Inputs

(dollars in thousands)

 

Fair Value

 

 

(Level 1)

 

 

(Level 2)

 

 

(Level 3)

U.S. government sponsored enterprises (GSEs)

$

3,295

 

$

-

 

$

3,295

 

$

-

State and political subdivisions

 

42,238

 

 

-

 

 

42,238

 

 

-

Other securities

 

5,023

 

 

-

 

 

5,023

 

 

-

Mortgage-backed GSE residential

 

125,287

 

 

-

 

 

125,287

 

 

-

 

 

Fair Value Measurements at June 30, 2019, Using:

 

 

 

 

 

Quoted Prices

in Active

Markets for

Identical

Assets

 

 

Significant

Other

Observable

Inputs

 

 

Significant

Unobservable

Inputs

(dollars in thousands)

 

Fair Value

 

 

(Level 1)

 

 

(Level 2)

 

 

(Level 3)

U.S. government sponsored enterprises (GSEs)

$

7,270

 

$

-

 

$

7,270

 

$

-

State and political subdivisions

 

42,783

 

 

-

 

 

42,783

 

 

-

Other securities

 

5,053

 

 

-

 

 

5,053

 

 

-

Mortgage-backed GSE residential

 

110,429

 

 

-

 

 

110,429

 

 

-

 

 

 

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. The Company does not have Level 1 securities. 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. Level 2 securities include U.S. Government-sponsored enterprises, state and political subdivisions, other securities, mortgage-backed GSE residential securities and mortgage-backed other U.S. Government agencies. 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, 2019:

 

 

Fair Value Measurements at December 31 , 2019, Using:

 

 

 

 

 

Quoted Prices

 

 

Significant

 

 

 

 

 

 

 

 

in Active

 

 

Other

 

 

Significant

 

 

 

 

 

Markets for

 

 

Observable

 

 

Unobservable

 

 

 

 

 

Identical Assets

 

 

Inputs

 

 

Inputs

(dollars in thousands)

 

Fair Value

 

 

(Level 1)

 

 

(Level 2)

 

 

(Level 3)

Foreclosed and repossessed assets held for sale

$

553

 

$

-

 

$

-

 

$

553

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fair Value Measurements at June 30, 2019, Using:

 

 

 

 

 

Quoted Prices

 

 

Significant

 

 

 

 

 

 

 

 

in Active

 

 

Other

 

 

Significant

 

 

 

 

 

Markets for

 

 

Observable

 

 

Unobservable

 

 

 

 

 

Identical Assets

 

 

Inputs

 

 

Inputs

(dollars in thousands)

 

Fair Value

 

 

(Level 1)

 

 

(Level 2)

 

 

(Level 3)

 

 

 

 

 

 

 

 

 

 

 

 

Foreclosed and repossessed assets held for sale

$

2,430

 

$

-

 

$

-

 

$

2,430

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The following table presents gains and (losses) recognized on assets measured on a non-recurring basis for the six-month periods ended December 31, 2019 and 2018:

 

 

 

 

For the six months ended

(dollars in thousands)

 

 

 

December 31, 2019

 

 

December 31, 2018

Foreclosed and repossessed assets held for sale

 

 

$

(96)

 

$

(222)

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

$

(96)

 

$

(222)

 

 

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.

 

(dollars in thousands)

 

Fair

value at
December 31 , 2019

Valuation
technique

Unobservable
inputs

Range of
inputs
applied

Weighted-average
inputs applied

Nonrecurring Measurements

 

 

 

 

 

 

Foreclosed and repossessed

   assets

 

$553

Third party appraisal

Marketability discount

0.0% - 39.4%

11.2%

 

 

 

 

 

 

 

 

(dollars in thousands)

 

Fair

value at
June 30, 2019

Valuation
technique

Unobservable
inputs

Range of
inputs
applied

Weighted-average
inputs applied

Nonrecurring Measurements

 

 

 

 

 

 

Foreclosed and repossessed

   assets

 

$2,430

Third party appraisal

Marketability discount

5.1% - 77.0%

35.2%

 

 

 

 

 

 

 

 

 

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, 2019.

 

 

December 31, 2019

 

 

 

 

 

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

$

41,043

 

$

41,043

 

$

-

 

$

-

 Interest-bearing time deposits

 

972

 

 

-

 

 

972

 

 

-

 Stock in FHLB

 

8,172

 

 

-

 

 

8,172

 

 

-

 Stock in Federal Reserve Bank of St. Louis

 

4,350

 

 

-

 

 

4,350

 

 

-

 Loans receivable, net

 

1,922,785

 

 

-

 

 

-

 

 

1,921,273

 Accrued interest receivable

 

11,292

 

 

-

 

 

11,292

 

 

-

Financial liabilities

 

 

 

 

 

 

 

 

 

 

 

 Deposits

 

1,914,614

 

 

1,248,527

 

 

-

 

 

663,687

 Securities sold under agreements to
   repurchase

 

-

 

 

-

 

 

-

 

 

-

 Advances from FHLB

 

114,646

 

 

-

 

 

115,309

 

 

-

 Note payable

 

3,000

 

 

-

 

 

-

 

 

3,000

 Accrued interest payable

 

1,925

 

 

-

 

 

1,925

 

 

-

 Subordinated debt

 

15,093

 

 

-

 

 

-

 

 

14,579

Unrecognized financial instruments (net of

  contract amount)

 

 

 

 

 

 

 

 

 

 

 

 Commitments to originate loans

 

-

 

 

-

 

 

-

 

 

-

 Letters of credit

 

-

 

 

-

 

 

-

 

 

-

 Lines of credit

 

-

 

 

-

 

 

-

 

 

-

 

 

 

June 30, 2019

 

 

 

 

 

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

$

35,400

 

$

35,400

 

$

-

 

$

-

 Interest-bearing time deposits

 

969

 

 

-

 

 

969

 

 

-

 Stock in FHLB

 

5,233

 

 

-

 

 

5,233

 

 

-

 Stock in Federal Reserve Bank of St. Louis

 

4,350

 

 

-

 

 

4,350

 

 

-

 Loans receivable, net

 

1,846,405

 

 

-

 

 

-

 

 

1,823,040

 Accrued interest receivable

 

10,189

 

 

-

 

 

10,189

 

 

-

Financial liabilities

 

 

 

 

 

 

 

 

 

 

 

 Deposits

 

1,893,695

 

 

1,214,606

 

 

-

 

 

678,301

 Securities sold under agreements to
   repurchase

 

4,376

 

 

-

 

 

4,376

 

 

-

 Advances from FHLB

 

44,908

 

 

-

 

 

45,547

 

 

-

 Note payable

 

3,000

 

 

-

 

 

-

 

 

3,000

 Accrued interest payable

 

2,099

 

 

-

 

 

2,099

 

 

-

 Subordinated debt

 

15,043

 

 

-

 

 

-

 

 

15,267

Unrecognized financial instruments

   (net of contract amount)

 

 

 

 

 

 

 

 

 

 

 

 Commitments to originate loans

 

-

 

 

-

 

 

-

 

 

-

 Letters of credit

 

-

 

 

-

 

 

-

 

 

-

 Lines of credit

 

-

 

 

-

 

 

-

 

 

-

 

 

The following methods and assumptions were used in estimating the fair values of financial instruments:

 

Cash and cash equivalents and interest-bearing time deposits are valued at their carrying amounts, which approximates book value. Stock in FHLB and the Federal Reserve Bank of St. Louis is valued at cost, which approximates fair value. The fair value of loans is estimated on an exit price basis incorporating contractual cash flow, prepayments discount spreads, credit loss and liquidity premiums.  Loans with similar characteristics were aggregated for purposes of the calculations. The carrying amount of accrued interest approximates its fair value.

 

The fair value of fixed-maturity time deposits is estimated using a discounted cash flow calculation that applies the rates currently offered for deposits of similar remaining maturities. Non-maturity deposits and securities sold under agreements are valued at their carrying value, which approximates fair value. Fair value of advances from the FHLB is estimated by discounting maturities using an estimate of the current market for similar instruments. The fair value of subordinated debt and notes payable is estimated using rates currently available to the Company for debt with similar terms and maturities. The fair value of commitments to originate loans is estimated using the fees currently charged to enter into similar agreements, taking into account the remaining terms of the agreements and the present creditworthiness of the counterparties. The carrying amount of notes payable approximates fair value.  For fixed-rate loan commitments, fair value also considers the difference between current levels of interest rates and committed rates. The fair value of letters of credit and lines of credit are based on fees currently charged for similar agreements or on the estimated cost to terminate or otherwise settle the obligations with the counterparties at the reporting date.  

 

v3.19.3.a.u2
Note 13: Business Combinations
6 Months Ended
Dec. 31, 2019
Notes  
Note 13: Business Combinations

Note 13:  Business Combinations

 

On January 17, 2020 the Company announced the signing of an agreement and plan of merger whereby Central Federal Bancshares, Inc. (“Central”), and its wholly owned subsidiary, Central Federal Savings and Loan Association (“Central Federal”), will be acquired by the Company in an all-cash transaction valued at approximately $24.0 million. At September 30, 2019, Central held consolidated assets of $69 million, loans, net of allowance, of $53 million, and deposits of $46 million. The transaction is expected to close late in the second quarter of calendar year 2020, subject to satisfaction of customary closing conditions, including regulatory and Central shareholder approvals.  The acquired financial institution is expected to be merged with and into Southern Bank shortly after or simultaneously with the acquisition of Central.  Through December 31, 2019, the Company incurred $25,000 of third-party acquisition-related costs, included in noninterest expense in the Company’s consolidated statement of income for the three- and six- month periods ended December 31, 2019.

 

v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Organization, Consolidation and Presentation of Financial Statements Disclosure and Significant Accounting Policies (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Organization, Consolidation and Presentation of Financial Statements Disclosure and Significant Accounting Policies 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.
v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Principles of Consolidation Policy (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Principles of Consolidation Policy

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

 

v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Use of Estimates Policy (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Use of Estimates Policy

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.

 

Material estimates that are particularly susceptible to significant change relate to the determination of the allowance for loan losses and estimated fair values of purchased loans.
v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Cash and Cash Equivalents, Policy (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Cash and Cash Equivalents, Policy 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 $5.3 million and $6.9 million at December 31 and June 30, 2019, respectively. The deposits are held in various commercial banks in amounts not exceeding the FDIC’s deposit insurance limits, as well as at the Federal Reserve and the Federal Home Loan Bank of Des Moines and Chicago.
v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Interest-Bearing Time Deposits (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Interest-Bearing Time Deposits

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

v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Marketable Securities, Policy (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Marketable Securities, Policy When the Company does not intend to sell a debt security, and it is more likely than not the Company will not have to sell the security before recovery of its cost basis, it recognizes the credit component of an other-than-temporary impairment of a debt security in earnings and the remaining portion in other comprehensive income. As a result of this guidance, the Company’s consolidated balance sheet as of the dates presented reflects the full impairment (that is, the difference between the security’s amortized cost basis and fair value) on debt securities that the Company intends to sell or would more likely than not be required to sell before the expected recovery of the amortized cost basis. For available-for-sale debt securities 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. 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.
v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Federal Reserve Bank and Federal Home Loan Bank Stock (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Federal Reserve Bank and Federal Home Loan Bank Stock Federal Home Loan Bank and Federal Reserve Bank Stock. The Bank is a member of the Federal Home Loan Bank (FHLB) system, and the Federal Reserve Bank of St. Louis. Capital stock of the FHLB and the Federal Reserve is a required investment based upon a predetermined formula and is carried at cost.
v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Loans Policy (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Loans Policy

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

 

Interest on loans is accrued based upon the principal amount outstanding. The accrual of interest on loans is discontinued when, in management’s judgment, the collectability of interest or principal in the normal course of business is doubtful. The Company complies with regulatory guidance which indicates that loans should be placed in nonaccrual status when 90 days past due, unless the loan is both well-secured and in the process of collection. A loan that is “in the process of collection” may be subject to legal action or, in appropriate circumstances, through other collection efforts reasonably expected to result in repayment or restoration to current status in the near future. A loan is considered delinquent when a payment has not been made by the contractual due date. Interest income previously accrued but not collected at the date a loan is placed on nonaccrual status is reversed against interest income. Cash receipts on a nonaccrual loan are applied to principal and interest in accordance with its contractual terms unless full payment of principal is not expected, in which case cash receipts, whether designated as principal or interest, are applied as a reduction of the carrying value of the loan. A nonaccrual loan is generally returned to accrual status when principal and interest payments are current, full collectability of principal and interest is reasonably assured, and a consistent record of performance has been demonstrated.

 

The allowance for losses on loans represents management’s best estimate of losses probable in the existing loan portfolio. The allowance for losses on loans 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. The provision for losses on loans is determined based on management’s assessment of several factors: reviews and evaluations of specific loans, changes in the nature and volume of the loan portfolio, current economic conditions and the related impact on specific borrowers and industry groups, historical loan loss experience, the level of classified and nonperforming loans and the results of regulatory examinations.

 

Loans are considered impaired if, based on current information and events, it is probable that the Company will be unable to collect the scheduled payments of principal or interest when due according to the contractual terms of the loan agreement. Depending on a particular loan’s circumstances, we measure impairment of a loan based upon either the present value of expected future cash flows discounted at the loan’s effective interest rate, the loan’s observable market price, or the fair value of the collateral less estimated costs to sell if the loan is collateral dependent. Valuation allowances are established for collateral-dependent impaired loans for the difference between the loan amount and fair value of collateral less estimated selling costs. For impaired loans that are not collateral dependent, a valuation allowance is established for the difference between the loan amount and the present value of expected future cash flows discounted at the historical effective interest rate or the observable market price of the loan. Impairment losses are recognized through an increase in the required allowance for loan losses. Cash receipts on loans deemed impaired are recorded based on the loan’s separate status as a nonaccrual loan or an accrual status loan.

 

Some loans are accounted for in accordance with ASC 310-30, Loans and Debt Securities Acquired with Deteriorated Credit Quality. For these loans (“purchased credit impaired loans”), the Company recorded a fair value discount and began carrying them at book value less their face amount (see Note 4). For these loans, we determined the contractual amount and timing of undiscounted principal and interest payments (the “undiscounted contractual cash flows”), and estimated the amount and timing of undiscounted expected principal and interest payments, including expected prepayments (the “undiscounted expected cash flows”). Under acquired impaired loan accounting, the difference between the undiscounted contractual cash flows and the undiscounted expected cash flows is the nonaccretable difference. The nonaccretable difference is an estimate of the loss exposure of principal and interest related to the purchased credit impaired loans, and the amount is subject to change over time based on the performance of the loans. The carrying value of purchased credit impaired loans is initially determined as the discounted expected cash flows. The excess of expected cash flows at acquisition over the initial fair value of the purchased credit impaired loans is referred to as the “accretable yield” and is recorded as interest income over the estimated life of the acquired loans using the level-yield method, if the timing and amount of the future cash flows is reasonably estimable. The carrying value of purchased credit impaired loans is reduced by payments received, both principal and interest, and increased by the portion of the accretable yield recognized as interest income. Subsequent to acquisition, the Company evaluates the purchased credit impaired loans on a quarterly basis. Increases in expected cash flows compared to those previously estimated increase the accretable yield and are

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.
v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Foreclosed Real Estate (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Foreclosed Real Estate 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.
v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Property, Plant and Equipment, Policy (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Property, Plant and Equipment, Policy 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.
v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Bank Owned Life Insurance (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
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.

v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Goodwill (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
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, 2019, there was no impairment indicated, and the Company believes there continues to be no impairment of goodwill at December 31, 2019.
v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Intangible Assets, Finite-Lived, Policy (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Intangible Assets, Finite-Lived, Policy Other Intangible Assets.  The Company’s other intangible assets at December 31, 2019 included gross core deposit intangibles of $14.7 million with $7.8 million accumulated amortization and mortgage servicing rights of $1.4 million. At June 30, 2019, the Company’s intangible assets included gross core deposit intangibles of $14.7 million with $6.9 million accumulated amortization and mortgage servicing rights of $1.5 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 $882,000 in the remainder of fiscal 2020, $1.3 million in fiscal 2021 through fiscal 2024, and $1.0 million in total thereafter. As of June 30, 2019, there was no impairment indicated, and the Company believes there continues to be no impairment of other intangible assets at December 31, 2019.
v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Income Tax, Policy (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Income Tax, Policy The Company files consolidated income tax returns with its subsidiaries.
v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Share-based Compensation, Option and Incentive Plans Policy (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Share-based Compensation, Option and Incentive Plans Policy Incentive Plan. The Company accounts for its Management and Recognition Plan (MRP) and Equity Incentive Plan (EIP) 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.
v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Outside Directors' Retirement (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Outside Directors' Retirement 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 benefits shall terminate on the death of the beneficiary.
v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Stock Options (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
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.
v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Earnings Per Share, Policy (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Earnings Per Share, Policy 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) outstanding during each period.
v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Comprehensive Income, Policy (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Comprehensive Income, Policy Comprehensive Income. Comprehensive income consists of net income and other comprehensive income (loss), net of applicable income taxes. Other comprehensive income includes unrealized appreciation on available-for-sale securities, unrealized appreciation (depreciation) on available-for-sale securities for which a portion of an other-than-temporary impairment has been recognized in income, and changes in the funded status of defined benefit pension plans.
v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Fair Value Transfer Policy (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Fair Value Transfer Policy 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.
v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: New Accounting Pronouncements (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
New Accounting Pronouncements

The following paragraphs summarize the impact of 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, and is not expected to have a significant impact on our financial statements.

 

In June 2016, the FASB issued ASU 2016-13, Financial Instruments – Credit Losses (Topic 326).  The Update amends guidance on reporting credit losses for assets held at amortized cost basis and available for sale debt securities. For assets held at amortized cost basis, Topic 326 eliminates 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.  For public companies, the ASU is effective for fiscal years beginning after December 15, 2019, including interim periods within those fiscal years.  Early adoption is available beginning after December 15, 2018, including interim periods within those fiscal years. Adoption will be applied on a modified retrospective basis, through a cumulative-effect adjustment to retained earnings. The Company formed a working group of key personnel responsible for the allowance for loan losses estimate and initiated its evaluation of the data and systems requirements of adoption of the Update.  The group determined that purchasing third party software would be the most effective method to comply with the requirements, evaluated several outside vendors, and made a vendor recommendation that was approved by the Board.  Model validation and data testing using existing ALLL methodology have been completed. Parallel testing of the new methodology compared to the current methodology will be performed throughout fiscal year 2020 and the Company continues to evaluate the impact of adopting the new guidance.  We expect to recognize a one-time cumulative effect adjustment to the allowance for loan losses as of the beginning of the first reporting period in which the new standard is effective, which for the Company will be the three-month period ending September 30, 2020, but cannot yet determine the overall impact of the new guidance on the Company’s consolidated financial statements, or the exact amount of any such one-time adjustment.    

 

In February 2016, the FASB issued ASU 2016-02, “Leases,” to revise the accounting related to lease accounting.  Under the new guidance, a lessee is required to record a right-of-use (ROU) asset and a lease liability on the balance sheet for all leases with terms longer than 12 months.   The Update was effective for the Company July 1, 2019.   Adoption of the standard allows the use of a modified retrospective transition approach for all periods presented at the time of adoption.  Based on the Company’s leases outstanding at December 31, 2019, which included five leased properties and numerous office equipment leases, the adoption of the new standard did not have a material impact on our consolidated statements of financial condition or our consolidated statements of income, although an increase to assets and liabilities occurred at the time of adoption.  In the first quarter of 2020, the Company recognized a ROU asset and corresponding lease liability for all leases of approximately $2.0 million based on the lease portfolio at that time.  The Company’s new leases, lease terminations, and lease modifications and renewals will impact the amount of ROU asset and corresponding lease liability recognized.  The Company’s leases are all currently “operating leases” as defined in the Update; therefore, no material change in the income statement presentation of lease expense is anticipated.

v3.19.3.a.u2
Note 3: Securities: Repurchase Agreements, Collateral, Policy (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Repurchase Agreements, Collateral, Policy

The carrying value of investment and mortgage-backed securities pledged as collateral to secure public deposits and securities sold under agreements to repurchase amounted to $123.8 million at December 31, 2019 and $143.7 million at June 30, 2019.  The securities pledged consist of marketable securities, including $1.6 million and $5.6 million of U.S. Government and Federal Agency Obligations, $36.5 million and $47.3 million of Mortgage-Backed Securities, $51.8 million and $55.7 million of Collateralized Mortgage Obligations, $33.8 million and $34.9 million of State and Political Subdivisions Obligations, and $200,000 and $300,000 of Other Securities at December 31 and June 30, 2019, respectively.

v3.19.3.a.u2
Note 3: Securities: Other Securities Policy (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Other Securities Policy

Other securities.  At December 31, 2019, there were two pooled trust preferred securities with an estimated fair value of $752,000 and unrealized losses of $222,000 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, 2019, 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.

 

The Company does not believe any other individual unrealized loss as of December 31, 2019, represents other-than-temporary impairment (OTTI). However, the Company could be required to recognize OTTI losses in future periods with respect to its available for sale investment securities portfolio. The amount and timing of any required OTTI will depend on the decline in the underlying cash flows of the securities. Should the impairment of any of these securities become other-than-temporary, the cost basis of the investment will be reduced and the resulting loss recognized in the period the OTTI is identified.
v3.19.3.a.u2
Note 3: Securities: Credit Losses Recognized on Investments Policy (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Credit Losses Recognized on Investments Policy

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, 2019 and 2018.

v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Residential Mortgage Lending (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Residential Mortgage Lending 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 the Company’s primary market area.  The majority of the multi-family residential loans that are originated by the Bank 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.
v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Commercial Real Estate Lending (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Commercial Real Estate Lending 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 seven 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.
v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Construction Lending (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Construction Lending

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 secured by mortgage loans for the construction of owner-occupied residential real estate or to finance speculative construction secured by 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 and have maturities ranging from six to twelve 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.

 

While the Company typically utilizes maturity periods ranging from 6 to 12 months to closely monitor the inherent risks associated with construction 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, 2019, construction loans outstanding included 64 loans, totaling $30.0 million, for which a modification had been agreed to.  At June 30, 2019, construction loans outstanding included 59 loans, totaling $27.2 million, for which a modification had been agreed to. All modifications were solely for the purpose of extending the maturity date due to conditions described above.  None of these modifications were executed due to financial difficulty on the part of the borrower and, therefore, were not accounted for as TDRs.

v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Consumer Lending (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Consumer Lending 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.
v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Commercial Business Lending (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Commercial Business Lending 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.
v3.19.3.a.u2
NOTE 6: Premises and Equipment: Lessee, Operating Lease, Disclosure (Policies)
6 Months Ended
Dec. 31, 2019
Policies  
Lessee, Operating Lease, Disclosure

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 (“ROU”) 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.   

Adoption of this ASU resulted in the Company recognizing a ROU asset and corresponding lease liability of $437,000, while entry into a new operating lease agreement during the three-month period ended September 30, 2019, resulted in the recognition of a ROU asset and corresponding lease liability of $1.6 million.

v3.19.3.a.u2
Note 3: Securities: Schedule of Available for Sale Securities (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Schedule of Available for Sale Securities

 

 

December 31, 2019

 

 

 

 

 

Gross

 

 

Gross

 

 

Estimated

 

 

Amortized

 

 

Unrealized

 

 

Unrealized

 

 

Fair

(dollars in thousands)

 

Cost

 

 

Gains

 

 

Losses

 

 

Value

 

 

 

 

 

 

 

 

 

 

 

 

Investment and mortgage backed securities:

 

 

 

 

 

 

 

 

 

 

 

 U.S. government-sponsored enterprises (GSEs)

$

3,291

 

$

5

 

$

(1)

 

$

3,295

 State and political subdivisions

 

41,445

 

 

811

 

 

(18)

 

 

42,238

 Other securities

 

5,172

 

 

78

 

 

(227)

 

 

5,023

 Mortgage-backed GSE residential

 

123,769

 

 

1,724

 

 

(206)

 

 

125,287

    Total investments and mortgage-backed securities

$

173,677

 

$

2,618

 

$

(452)

 

$

175,843

 

 

June 30, 2019

 

 

 

 

 

Gross

 

 

Gross

 

 

Estimated

 

 

Amortized

 

 

Unrealized

 

 

Unrealized

 

 

Fair

(dollars in thousands)

 

Cost

 

 

Gains

 

 

Losses

 

 

Value

 

 

 

 

 

 

 

 

 

 

 

 

Investment and mortgage backed securities:

 

 

 

 

 

 

 

 

 

 

 

 U.S. government-sponsored enterprises (GSEs)

$

7,284

 

$

1

 

$

(15)

 

$

7,270

 State and political subdivisions

 

42,123

 

 

728

 

 

(68)

 

 

42,783

 Other securities

 

5,176

 

 

75

 

 

(198)

 

 

5,053

 Mortgage-backed GSE residential

 

109,297

 

 

1,449

 

 

(317)

 

 

110,429

    Total investments and mortgage-backed securities

$

163,880

 

$

2,253

 

$

(598)

 

$

165,535

v3.19.3.a.u2
Note 3: Securities: Contractual Obligation, Fiscal Year Maturity Schedule (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Contractual Obligation, Fiscal Year Maturity Schedule

 

 

December 31, 2019

 

Amortized

Estimated

(dollars in thousands)

Cost

Fair Value

  Within one year

$                     4,801

$                     4,805

  After one year but less than five years

                        8,495

                        8,569

  After five years but less than ten years

                     17,376

                     17,663

  After ten years

                     19,236

                     19,519

     Total investment securities

                     49,908

                     50,556

  Mortgage-backed securities

                   123,769

                   125,287

    Total investments and mortgage-backed securities

$                 173,677

$                 175,843

 

v3.19.3.a.u2
Note 3: Securities: Available-for-sale Securities, Continuous Unrealized Loss Position, Fair Value (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Available-for-sale Securities, Continuous Unrealized Loss Position, Fair Value

 

 

December 31, 2019

 

Less than 12 months

 

12 months or more

 

Total

 

 

 

Unrealized

 

 

 

Unrealized

 

 

 

Unrealized

 

Fair Value

 

Losses

 

Fair Value

 

Losses

 

Fair Value

 

Losses

(dollars in thousands)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

U.S. government-sponsored

enterprises (GSEs)

$

-

 

$

-

 

$

998

 

$

1

 

$

998

 

$

1

Obligations of state and political

subdivisions

 

2,293

 

 

9

 

 

2,192

 

 

9

 

 

4,485

 

 

18

Other securities

 

-

 

 

-

 

 

949

 

 

227

 

 

949

 

 

227

Mortgage-backed securities

 

33,472

 

 

141

 

 

10,263

 

 

65

 

 

43,735

 

 

206

 Total investments and mortgage-

   backed securities

$

35,765

 

$

150

 

$

14,402

 

$

302

 

$

50,167

 

$

452

 

 

June 30, 2019

 

Less than 12 months

 

12 months or more

 

Total

 

 

 

Unrealized

 

 

 

Unrealized

 

 

 

Unrealized

 

Fair Value

 

Losses

 

Fair Value

 

Losses

 

Fair Value

 

Losses

(dollars in thousands)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

U.S. government-sponsored

enterprises (GSEs)

$

-

 

$

-

 

$

$6,969

 

$

15

 

$

6,969

 

$

15

Obligations of state and political

subdivisions

 

-

 

 

-

 

 

8,531

 

 

68

 

 

8,531

 

 

68

Other securities

 

-

 

 

-

 

 

985

 

 

198

 

 

985

 

 

198

Mortgage-backed securities

 

1,175

 

 

1

 

 

34,148

 

 

316

 

 

35,323

 

 

317

 Total investments and mortgage-

   backed securities

$

1,175

 

$

1

 

$

50,633

 

$

597

 

$

51,808

 

$

598

 

v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Schedule of Accounts, Notes, Loans and Financing Receivable (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Schedule of Accounts, Notes, Loans and Financing Receivable

 

(dollars in thousands)

 

December 31, 2019

 

 

June 30, 2019

Real Estate Loans:

 

 

 

 

 

     Residential

$

539,416

 

$

491,992

     Construction

 

169,195

 

 

123,287

     Commercial

 

850,476

 

 

840,777

Consumer loans

 

101,621

 

 

97,534

Commercial loans

 

355,275

 

 

355,874

  

 

2,015,983

 

 

1,909,464

Loans in process

 

(72,381)

 

 

(43,153)

Deferred loan fees, net

 

(3)

 

 

(3)

Allowance for loan losses

 

(20,814)

 

 

(19,903)

     Total loans

$

1,922,785

 

$

1,846,405

 

v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Schedule of Balance in the Allowance for Loan Losses and Recorded Invesetment (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Schedule of Balance in the Allowance for Loan Losses and Recorded Invesetment

 

 

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

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Loans:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Ending Balance: individually

   evaluated for impairment

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 Ending Balance: collectively

   evaluated for impairment

$

538,121

 

$

95,518

 

$

835,045

 

$

101,621

 

$

349,186

 

$

1,919,491

 Ending Balance: loans acquired

   with deteriorated credit quality

$

1,295

 

$

1,296

 

$

15,431

 

$

-

 

$

6,089

 

$

24,111

 

 

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 period end and for the six months ended December 31, 2018

 

 

Residential

 

 

Construction

 

 

Commercial

 

 

 

 

 

 

 

 

 

(dollars in thousands)

 

Real Estate

 

 

Real Estate

 

 

Real Estate

 

 

Consumer

 

 

Commercial

 

 

Total

Allowance for loan losses:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Balance, beginning of period

$

3,226

 

$

1,097

 

$

8,793

 

$

902

 

$

4,196

 

$

18,214

 Provision charged to expense

 

415

 

 

94

 

 

319

 

 

80

 

 

87

 

 

995

 Losses charged off

 

(9)

 

 

-

 

 

(120)

 

 

(20)

 

 

(47)

 

 

(196)

 Recoveries

 

1

 

 

-

 

 

3

 

 

5

 

 

1

 

 

10

 Balance, end of period

$

3,633

 

$

1,191

 

$

8,995

 

$

967

 

$

4,237

 

$

19,023

 Ending Balance: individually

   evaluated for impairment

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 Ending Balance: collectively

   evaluated for impairment

$

3,633

 

$

1,191

 

$

8,995

 

$

967

 

$

4,237

 

$

19,023

 Ending Balance: loans acquired

   with deteriorated credit quality

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 

 

For the three months ended December 31, 2018

 

 

Residential

 

 

Construction

 

 

Commercial

 

 

 

 

 

 

 

 

 

(dollars in thousands)

 

Real Estate

 

 

Real Estate

 

 

Real Estate

 

 

Consumer

 

 

Commercial

 

 

Total

Allowance for loan losses:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Balance, beginning of period

$

3,349

 

$

1,293

 

$

8,733

 

$

981

 

$

4,434

 

$

18,790

 Provision charged to expense

 

293

 

 

(102)

 

 

284

 

 

(11)

 

 

(150)

 

 

314

 Losses charged off

 

(9)

 

 

-

 

 

(25)

 

 

(3)

 

 

(47)

 

 

(84)

 Recoveries

 

-

 

 

-

 

 

3

 

 

-

 

 

-

 

 

3

 Balance, end of period

$

3,633

 

$

1,191

 

$

8,995

 

$

967

 

$

4,237

 

$

19,023

 

 

At June 30, 2019

 

 

Residential

 

 

Construction

 

 

Commercial

 

 

 

 

 

 

 

 

 

(dollars in thousands)

 

Real Estate

 

 

Real Estate

 

 

Real Estate

 

 

Consumer

 

 

Commercial

 

 

Total

Allowance for loan losses:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Balance, end of period

$

3,706

 

$

1,365

 

$

9,399

 

$

1,046

 

$

4,387

 

$

19,903

 Ending Balance: individually

   evaluated for impairment

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 Ending Balance: collectively

   evaluated for impairment

$

3,706

 

$

1,365

 

$

9,399

 

$

1,046

 

$

4,387

 

$

19,903

 Ending Balance: loans acquired

   with deteriorated credit quality

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 

$

-

     

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Loans:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Ending Balance: individually

   evaluated for impairment

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 

$

-

 Ending Balance: collectively

   evaluated for impairment

$

490,307

 

$

78,826

 

$

821,415

 

$

97,534

 

$

349,681

 

$

1,837,763

 Ending Balance: loans acquired

   with deteriorated credit quality

$

1,685

 

$

1,308

 

$

19,362

 

$

-

 

$

6,193

 

$

28,548

 

v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Financing Receivable Credit Quality Indicators (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Financing Receivable Credit Quality Indicators

 

 

December 31, 2019

 

 

Residential

 

 

Construction

 

 

Commercial

 

 

 

 

 

 

(dollars in thousands)

 

Real Estate

 

 

Real Estate

 

 

Real Estate

 

 

Consumer

 

 

Commercial

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

$

532,574

 

$

96,814

 

$

813,762

 

$

101,258

 

$

342,224

Watch

 

1,009

 

 

-

 

 

20,812

 

 

166

 

 

6,255

Special Mention

 

103

 

 

-

 

 

3,436

 

 

26

 

 

-

Substandard

 

5,730

 

 

-

 

 

12,466

 

 

171

 

 

6,796

Doubtful

 

-

 

 

-

 

 

-

 

 

-

 

 

-

     Total

$

539,416

 

$

96,814

 

$

850,476

 

$

101,621

 

$

355,275

 

 

June 30, 2019

 

 

Residential

 

 

Construction

 

 

Commercial

 

 

 

 

 

 

(dollars in thousands)

 

Real Estate

 

 

Real Estate

 

 

Real Estate

 

 

Consumer

 

 

Commercial

Pass

$

482,869

 

$

80,134

 

$

802,479

 

$

97,012

 

$

341,069

Watch

 

1,236

 

 

-

 

 

21,693

 

 

170

 

 

7,802

Special Mention

 

103

 

 

-

 

 

3,463

 

 

26

 

 

-

Substandard

 

7,784

 

 

-

 

 

13,142

 

 

291

 

 

7,003

Doubtful

 

-

 

 

-

 

 

-

 

 

35

 

 

-

     Total

$

491,992

 

$

80,134

 

$

840,777

 

$

97,534

 

$

355,874

 

v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Schedule of Loan Portfolio Aging Analysis (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Schedule of Loan Portfolio Aging Analysis

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, 2019.  These tables include purchased credit impaired loans, which are reported according to aging analysis after acquisition based on the Company’s standards for such classification:

 

 

December 31, 2019

 

 

 

 

 

 

 

 

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

$

1,457

 

$

1,246

 

$

1,442

 

$

4,145

 

$

535,271

 

$

539,416

 

$

-

 Construction

 

-

 

 

-

 

 

-

 

 

-

 

 

96,814

 

 

96,814

 

 

-

 Commercial

 

576

 

 

296

 

 

3,020

 

 

3,892

 

 

846,584

 

 

850,476

 

 

-

Consumer loans

 

475

 

 

136

 

 

173

 

 

784

 

 

100,837

 

 

101,621

 

 

1

Commercial loans

 

277

 

 

230

 

 

225

 

 

732

 

 

354,543

 

 

355,275

 

 

-

 Total loans

$

2,785

 

$

1,908

 

$

4,860

 

$

9,553

 

$

1,934,049

 

$

1,943,602

 

$

1

 

 

June 30, 2019

 

 

 

 

 

 

 

 

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

$

227

 

$

1,054

 

$

1,714

 

$

2,995

 

$

488,997

 

$

491,992

 

$

-

 Construction

 

-

 

 

-

 

 

-

 

 

-

 

 

80,134

 

 

80,134

 

 

-

 Commercial

 

296

 

 

1

 

 

5,617

 

 

5,914

 

 

834,863

 

 

840,777

 

 

-

Consumer loans

 

128

 

 

46

 

 

176

 

 

350

 

 

97,184

 

 

97,534

 

 

-

Commercial loans

 

424

 

 

25

 

 

1,902

 

 

2,351

 

 

353,523

 

 

355,874

 

 

-

 Total loans

$

1,075

 

$

1,126

 

$

9,409

 

$

11,610

 

$

1,854,701

 

$

1,866,311

 

$

-

 

v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Schedule of Impaired Loans (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Schedule of Impaired Loans

 

 

December 31, 2019

 

 

Recorded

 

 

Unpaid Principal

 

 

Specific

(dollars in thousands)

 

Balance

 

 

Balance

 

 

Allowance

Loans without a specific valuation allowance:

 

 

 

 

 

 

 

 

 Residential real estate

$

4,086

 

$

4,322

 

$

-

 Construction real estate

 

1,295

 

 

1,340

 

 

-

 Commercial real estate

 

22,008

 

 

26,310

 

 

-

 Consumer loans

 

-

 

 

-

 

 

-

 Commercial loans

 

6,813

 

 

8,073

 

 

-

Loans with a specific valuation allowance:

 

 

 

 

 

 

 

 

 Residential real estate

$

-

 

$

-

 

$

-

 Construction real estate

 

-

 

 

-

 

 

-

 Commercial real estate

 

-

 

 

-

 

 

-

 Consumer loans

 

-

 

 

-

 

 

-

 Commercial loans

 

-

 

 

-

 

 

-

Total:

 

 

 

 

 

 

 

 

 Residential real estate

$

4,086

 

$

4,322

 

$

-

 Construction real estate

$

1,295

 

$

1,340

 

$

-

 Commercial real estate

$

22,008

 

$

26,310

 

$

-

 Consumer loans

$

-

 

$

-

 

$

-

 Commercial loans

$

6,813

 

$

8,073

 

$

-

 

 

June 30, 2019

 

 

Recorded

 

 

Unpaid Principal

 

 

Specific

(dollars in thousands)

 

Balance

 

 

Balance

 

 

Allowance

Loans without a specific valuation allowance:

 

 

 

 

 

 

 

 

 Residential real estate

$

5,104

 

$

5,341

 

$

-

 Construction real estate

 

1,330

 

 

1,419

 

 

-

 Commercial real estate

 

26,410

 

 

31,717

 

 

-

 Consumer loans

 

8

 

 

8

 

 

-

 Commercial loans

 

6,999

 

 

9,187

 

 

-

Loans with a specific valuation allowance:

 

 

 

 

 

 

 

 

 Residential real estate

$

-

 

$

-

 

$

-

 Construction real estate

 

-

 

 

-

 

 

-

 Commercial real estate

 

-

 

 

-

 

 

-

 Consumer loans

 

-

 

 

-

 

 

-

 Commercial loans

 

-

 

 

-

 

 

-

Total:

 

 

 

 

 

 

 

 

 Residential real estate

$

5,104

 

$

5,341

 

$

-

 Construction real estate

$

1,330

 

$

1,419

 

$

-

 Commercial real estate

$

26,410

 

$

31,717

 

$

-

 Consumer loans

$

8

 

$

8

 

$

-

 Commercial loans

$

6,999

 

$

9,187

 

$

-

 

v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Schedule of Interest Income Recognized on Impaired Loans (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Schedule of Interest Income Recognized on Impaired Loans

 

 

For the three-month period ended

 

December 31, 2019

 

 

Average

 

 

 

(dollars in thousands)

 

Investment in

 

 

Interest Income

 

 

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 three-month period ended

 

December 31, 2018

 

 

Average

 

 

 

(dollars in thousands)

 

Investment in

 

 

Interest Income

 

 

Impaired Loans

 

 

Recognized

Residential Real Estate

$

1,844

 

$

28

Construction Real Estate

 

1,295

 

 

41

Commercial Real Estate

 

13,186

 

 

429

Consumer Loans

 

-

 

 

-

Commercial Loans

 

3,356

 

 

102

   Total Loans

$

19,681

 

$

600

 

 

For the six-month period ended

 

December 31, 2019

 

 

Average

 

 

 

(dollars in thousands)

 

Investment in

 

 

Interest Income

 

 

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

 

 

For the six-month period ended

 

December 31, 2018

 

 

Average

 

 

 

(dollars in thousands)

 

Investment in

 

 

Interest Income

 

 

Impaired Loans

 

 

Recognized

Residential Real Estate

$

2,300

 

$

61

Construction Real Estate

 

1,295

 

 

142

Commercial Real Estate

 

11,327

 

 

799

Consumer Loans

 

-

 

 

-

Commercial Loans

 

3,054

 

 

718

   Total Loans

$

17,976

 

$

1,720

 

v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Schedule of Financing Receivables, Non Accrual Status (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Schedule of Financing Receivables, Non Accrual Status

 

(dollars in thousands)

 

December 31, 2019

 

 

June 30, 2019

Residential real estate

$

4,397

 

$

6,404

Construction real estate

 

-

 

 

-

Commercial real estate

 

5,212

 

 

10,876

Consumer loans

 

179

 

 

309

Commercial loans

 

631

 

 

3,424

     Total loans

$

10,419

 

$

21,013

v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Schedule of Debtor Troubled Debt Restructuring, Current Period (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Schedule of Debtor Troubled Debt Restructuring, Current Period

 

 

 

For the three-month periods ended

 

 

December 31, 2019

 

 

December 31, 2018

(dollars in thousands)

 

Number of

 

 

Recorded

 

 

Number of

 

 

Recorded

modifications

 

 

Investment

 

 

modifications

 

 

Investment

Residential real estate

 

-

 

$

-

 

 

1

 

$

707

Construction real estate

 

-

 

 

-

 

 

-

 

 

-

Commercial real estate

 

-

 

 

-

 

 

4

 

 

962

Consumer loans

 

-

 

 

-

 

 

-

 

 

-

Commercial loans

 

-

 

 

-

 

 

1

 

 

20

   Total

 

-

 

$

-

 

 

6

 

$

1,689

 

 

 

For the six-month periods ended

 

December 31, 2019

 

 

December 31, 2018

(dollars in thousands)

 

Number of

 

 

Recorded

 

 

Number of

 

 

Recorded

modifications

 

 

Investment

 

 

modifications

 

 

Investment

Residential real estate

 

-

 

$

-

 

 

1

 

$

707

Construction real estate

 

-

 

 

-

 

 

-

 

 

-

Commercial real estate

 

-

 

 

-

 

 

7

 

 

2,264

Consumer loans

 

-

 

 

-

 

 

-

 

 

-

Commercial loans

 

-

 

 

-

 

 

2

 

 

89

   Total

 

-

 

$

-

 

 

10

 

$

3,060

v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Performing Loans Classified as Troubled Debt Restructuring Loans (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Performing Loans Classified as Troubled Debt Restructuring Loans

 

 

 

December 31, 2019

 

 

June 30, 2019

 

 

Number of

 

 

Recorded

 

 

Number of

 

 

Recorded

(dollars in thousands)

modifications

 

 

Investment

 

 

modifications

 

 

Investment

Residential real estate

 

9

 

$

967

 

 

10

 

$

1,130

Construction real estate

 

-

 

 

-

 

 

-

 

 

-

Commercial real estate

 

16

 

 

7,884

 

 

20

 

 

6,529

Consumer loans

 

-

 

 

-

 

 

-

 

 

-

Commercial loans

 

10

 

 

5,963

 

 

10

 

 

5,630

   Total

 

35

 

$

14,814

 

 

40

 

$

13,289

 

v3.19.3.a.u2
Note 5: Accounting For Certain Loans Acquired in A Transfer: Schedule of Acquired Loans With Credit Deterioration (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Schedule of Acquired Loans With Credit Deterioration

 

(dollars in thousands)

 

December 31, 2019

 

 

June 30, 2019

Residential real estate

$

1,532

 

$

1,921

Construction real estate

 

1,340

 

 

1,397

Commercial real estate

 

19,733

 

 

24,669

Consumer loans

 

-

 

 

-

Commercial loans

 

7,349

 

 

8,381

     Outstanding balance

$

$29,954

 

$

$36,368

    Carrying amount, net of fair value adjustment of
    $5,844 and $7,821 at December 31, 2019 and  
    June 30, 2019, respectively   

$

$24,110

 

$

$28,547

 

v3.19.3.a.u2
Note 5: Accounting For Certain Loans Acquired in A Transfer: Schedule of Acquired Loans in Transfer Accretable Yield (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Schedule of Acquired Loans in Transfer Accretable Yield

 

 

For the three-month period ended

(dollars in thousands)

 

December 31, 2019

 

 

December 31, 2018

Balance at beginning of period

$

183

 

$

305

 Additions

 

-

 

 

102

 Accretion

 

(79)

 

 

(144)

 Reclassification from nonaccretable difference

 

83

 

 

108

 Disposals

 

-

 

 

-

Balance at end of period

$

187

 

$

371

 

 

For the six-month period ended

(dollars in thousands)

 

December 31, 2019

 

 

December 31, 2018

Balance at beginning of period

$

220

 

$

589

 Additions

 

-

 

 

102

 Accretion

 

(163)

 

 

(1,089)

 Reclassification from nonaccretable difference

 

130

 

 

973

 Disposals

 

-

 

 

(204)

Balance at end of period

$

187

 

$

371

 

v3.19.3.a.u2
NOTE 6: Premises and Equipment: Property, Plant and Equipment (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Property, Plant and Equipment

 

 

 

 

 

 

(dollars in thousands)

 

December 31, 2019

 

 

June 30, 2019

Land

$

12,404

 

$

12,414

Buildings and improvements

 

54,561

 

 

54,304

Construction in progress

 

973

 

 

466

Furniture, fixtures, equipment and software

 

17,588

 

 

16,514

Automobiles

 

107

 

 

107

Operating leases right of use assets

 

1,988

 

 

-

 

 

87,621

 

 

83,805

Less accumulated depreciation

 

22,615

 

 

21,078

 

$

$65,006

 

$

$62,727

 

v3.19.3.a.u2
NOTE 6: Premises and Equipment: Calculated Amount of Right of Use Assets and Lease Liabilities (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Calculated Amount of Right of Use Assets and Lease Liabilities

 

 

At or For the

 

 

Six Months Ended

(dollars in thousands)

 

December 31, 2019

Consolidated Balance Sheet

 

 

Operating leases right of use asset

$

1,988

Operating leases liability

$

1,988

 

 

 

Consolidated Statement of Income

 

 

Operating lease costs classified as occupancy and equipment expense

$

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

$

78

ROU assets obtained in exchange for operating lease obligations:

$

2,004

 

v3.19.3.a.u2
NOTE 6: Premises and Equipment: Schedule of Future Minimum Rental Payments for Operating Leases (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Schedule of Future Minimum Rental Payments for Operating Leases

 

(dollars in thousands)

 

 

2020

$

77

2021

 

269

2022

 

243

2023

 

243

2024

 

243

2025

 

243

Thereafter

 

1,599

Future lease payments expected

$

$2,917

v3.19.3.a.u2
Note 7: Deposits: Schedule of Deposit Liabilities (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Schedule of Deposit Liabilities

 

(dollars in thousands)

 

December 31, 2019

 

 

June 30, 2019

Non-interest bearing accounts

$

223,604

 

$

218,889

NOW accounts

 

658,073

 

 

639,219

Money market deposit accounts

 

204,143

 

 

188,355

Savings accounts

 

166,140

 

 

167,973

Certificates

 

662,654

 

 

679,259

    Total Deposit Accounts

$

1,914,614

 

$

1,893,695

v3.19.3.a.u2
Note 8: Earnings Per Share: Schedule of Earnings Per Share, Basic and Diluted (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Schedule of Earnings Per Share, Basic and Diluted

 

 

Three months ended

 

 

Six months ended

 

December 31,

 

 

December 31,

 

 

2019

 

 

2018

 

 

 

2019

 

 

2018

 

 

 

 

 

 

 

 

 

 

 

(dollars in thousands except per share data)

 

 

 

 

 

 

 

 

 

 

 

 

Net income

$

7,717

 

$

7,454

 

 

$

15,545

 

$

14,254

 

 

 

 

 

 

 

 

 

 

 

 

 

Average Common shares – outstanding basic

 

9,202,052

 

 

9,136,873

 

 

 

9,217,155

 

 

9,066,597

Stock options under treasury stock method

 

10,847

 

 

11,860

 

 

 

9,675

 

 

12,342

Average Common shares – outstanding diluted

 

9,212,899

 

 

9,148,733

 

 

 

9,226,830

 

 

9,078,939

 

 

 

 

 

 

 

 

 

 

 

 

 

Basic earnings per common share

$

0.84

 

$

0.82

 

 

$

1.69

 

$

1.57

Diluted earnings per common share

$

0.84

 

$

0.81

 

 

$

1.68

 

$

1.57

 

v3.19.3.a.u2
Note 9: Income Taxes: Schedule of Effective Income Tax Rate Reconciliation (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Schedule of Effective Income Tax Rate Reconciliation

 

 

For the three-month period ended

 

For the six-month periods ended

(dollars in thousands)

 

December 31, 2019

 

 

December 31, 2018

 

 

December 31, 2019

 

 

December 31, 2018

Income taxes

 

 

 

 

 

 

 

 

 

 

 

 Current

$

1,915

 

$

3,368

 

$

3,884

 

$

5,029

 Deferred

 

6

 

 

(1,566)

 

 

12

 

 

(1,560)

Total income tax provision

$

1,921

 

$

1,802

 

$

3,896

 

$

3,469

 

v3.19.3.a.u2
Note 9: Income Taxes: Schedule of Deferred Tax Assets and Liabilities (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Schedule of Deferred Tax Assets and Liabilities

 

(dollars in thousands)

 

December 31, 2019

 

 

June 30, 2019

Deferred tax assets:

 

 

 

 

 

 Provision for losses on loans

$

4,873

 

$

4,601

 Accrued compensation and benefits

 

567

 

 

692

 NOL carry forwards acquired

 

174

 

 

199

 Minimum Tax Credit

 

130

 

 

130

 Unrealized loss on other real estate

 

51

 

 

134

 Purchase accounting adjustments

 

-

 

 

255

 Losses and credits from LLC's

 

1,100

 

 

1,206

Total deferred tax assets

 

6,895

 

 

7,217

 

 

 

 

 

 

Deferred tax liabilities:

 

 

 

 

 

 Purchase accounting adjustments

 

164

 

 

-

 Depreciation

 

1,411

 

 

1,749

 FHLB stock dividends

 

120

 

 

120

 Prepaid expenses

 

238

 

 

313

 Unrealized gain on available for sale securities

 

477

 

 

364

 Other

 

-

 

 

61

Total deferred tax liabilities

 

2,410

 

 

2,607

 

 

 

 

 

 

     Net deferred tax asset

$

4,485

 

$

$4,610

 

v3.19.3.a.u2
Note 9: Income Taxes: Reconciliation of Income Tax Expense at the Statutory Rate to Actual Income Tax (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
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,

2019

 

December 31,

2018

 

December 31,

2019

 

December 31,

2018

Tax at statutory rate

$

2,024

 

$

1,944

 

$

$4,083

 

$

3,722

Increase (reduction) in taxes
 resulting from:

 

 

 

 

 

 

 

 

 

 

 

   Nontaxable municipal income

 

(113)

 

 

(77)

 

 

(226)

 

 

(149)

   State tax, net of Federal benefit

 

87

 

 

101

 

 

196

 

 

224

   Cash surrender value of
     Bank-owned life insurance

 

(53)

 

 

(125)

 

 

(106)

 

 

(176)

   Tax credit benefits

 

(4)

 

 

(68)

 

 

(6)

 

 

(136)

   Other, net

 

(20)

 

 

27

 

 

(45)

 

 

(16)

Actual provision

$

1,921

 

$

1,802

 

$

3,896

 

$

3,469

 

v3.19.3.a.u2
Note 12: Fair Value Measurements: Fair Value, Assets Measured on Recurring Basis (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Fair Value, Assets Measured on Recurring Basis

 

 

Fair Value Measurements at December 31, 2019, Using:

 

 

 

 

 

Quoted Prices

in Active

Markets for

Identical

Assets

 

 

Significant

Other

Observable

Inputs

 

 

Significant

Unobservable

Inputs

(dollars in thousands)

 

Fair Value

 

 

(Level 1)

 

 

(Level 2)

 

 

(Level 3)

U.S. government sponsored enterprises (GSEs)

$

3,295

 

$

-

 

$

3,295

 

$

-

State and political subdivisions

 

42,238

 

 

-

 

 

42,238

 

 

-

Other securities

 

5,023

 

 

-

 

 

5,023

 

 

-

Mortgage-backed GSE residential

 

125,287

 

 

-

 

 

125,287

 

 

-

 

 

Fair Value Measurements at June 30, 2019, Using:

 

 

 

 

 

Quoted Prices

in Active

Markets for

Identical

Assets

 

 

Significant

Other

Observable

Inputs

 

 

Significant

Unobservable

Inputs

(dollars in thousands)

 

Fair Value

 

 

(Level 1)

 

 

(Level 2)

 

 

(Level 3)

U.S. government sponsored enterprises (GSEs)

$

7,270

 

$

-

 

$

7,270

 

$

-

State and political subdivisions

 

42,783

 

 

-

 

 

42,783

 

 

-

Other securities

 

5,053

 

 

-

 

 

5,053

 

 

-

Mortgage-backed GSE residential

 

110,429

 

 

-

 

 

110,429

 

 

-

 

v3.19.3.a.u2
Note 12: Fair Value Measurements: Fair Value Measurements, Nonrecurring (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Fair Value Measurements, Nonrecurring

 

 

Fair Value Measurements at December 31 , 2019, Using:

 

 

 

 

 

Quoted Prices

 

 

Significant

 

 

 

 

 

 

 

 

in Active

 

 

Other

 

 

Significant

 

 

 

 

 

Markets for

 

 

Observable

 

 

Unobservable

 

 

 

 

 

Identical Assets

 

 

Inputs

 

 

Inputs

(dollars in thousands)

 

Fair Value

 

 

(Level 1)

 

 

(Level 2)

 

 

(Level 3)

Foreclosed and repossessed assets held for sale

$

553

 

$

-

 

$

-

 

$

553

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fair Value Measurements at June 30, 2019, Using:

 

 

 

 

 

Quoted Prices

 

 

Significant

 

 

 

 

 

 

 

 

in Active

 

 

Other

 

 

Significant

 

 

 

 

 

Markets for

 

 

Observable

 

 

Unobservable

 

 

 

 

 

Identical Assets

 

 

Inputs

 

 

Inputs

(dollars in thousands)

 

Fair Value

 

 

(Level 1)

 

 

(Level 2)

 

 

(Level 3)

 

 

 

 

 

 

 

 

 

 

 

 

Foreclosed and repossessed assets held for sale

$

2,430

 

$

-

 

$

-

 

$

2,430

 

 

 

 

 

 

 

 

 

 

 

 

 

v3.19.3.a.u2
Note 12: Fair Value Measurements: Gains (Losses) Recognized on Assets Measured on a Nonrecurring Basis (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Gains (Losses) Recognized on Assets Measured on a Nonrecurring Basis

 

 

 

 

For the six months ended

(dollars in thousands)

 

 

 

December 31, 2019

 

 

December 31, 2018

Foreclosed and repossessed assets held for sale

 

 

$

(96)

 

$

(222)

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

$

(96)

 

$

(222)

 

v3.19.3.a.u2
Note 12: Fair Value Measurements: Fair Value Option, Disclosures (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Fair Value Option, Disclosures

 

(dollars in thousands)

 

Fair

value at
December 31 , 2019

Valuation
technique

Unobservable
inputs

Range of
inputs
applied

Weighted-average
inputs applied

Nonrecurring Measurements

 

 

 

 

 

 

Foreclosed and repossessed

   assets

 

$553

Third party appraisal

Marketability discount

0.0% - 39.4%

11.2%

 

 

 

 

 

 

 

 

(dollars in thousands)

 

Fair

value at
June 30, 2019

Valuation
technique

Unobservable
inputs

Range of
inputs
applied

Weighted-average
inputs applied

Nonrecurring Measurements

 

 

 

 

 

 

Foreclosed and repossessed

   assets

 

$2,430

Third party appraisal

Marketability discount

5.1% - 77.0%

35.2%

 

 

 

 

 

 

 

 

v3.19.3.a.u2
Note 12: Fair Value Measurements: Schedule of Financial Instruments (Tables)
6 Months Ended
Dec. 31, 2019
Tables/Schedules  
Schedule of Financial Instruments

 

 

December 31, 2019

 

 

 

 

 

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

$

41,043

 

$

41,043

 

$

-

 

$

-

 Interest-bearing time deposits

 

972

 

 

-

 

 

972

 

 

-

 Stock in FHLB

 

8,172

 

 

-

 

 

8,172

 

 

-

 Stock in Federal Reserve Bank of St. Louis

 

4,350

 

 

-

 

 

4,350

 

 

-

 Loans receivable, net

 

1,922,785

 

 

-

 

 

-

 

 

1,921,273

 Accrued interest receivable

 

11,292

 

 

-

 

 

11,292

 

 

-

Financial liabilities

 

 

 

 

 

 

 

 

 

 

 

 Deposits

 

1,914,614

 

 

1,248,527

 

 

-

 

 

663,687

 Securities sold under agreements to
   repurchase

 

-

 

 

-

 

 

-

 

 

-

 Advances from FHLB

 

114,646

 

 

-

 

 

115,309

 

 

-

 Note payable

 

3,000

 

 

-

 

 

-

 

 

3,000

 Accrued interest payable

 

1,925

 

 

-

 

 

1,925

 

 

-

 Subordinated debt

 

15,093

 

 

-

 

 

-

 

 

14,579

Unrecognized financial instruments (net of

  contract amount)

 

 

 

 

 

 

 

 

 

 

 

 Commitments to originate loans

 

-

 

 

-

 

 

-

 

 

-

 Letters of credit

 

-

 

 

-

 

 

-

 

 

-

 Lines of credit

 

-

 

 

-

 

 

-

 

 

-

 

 

 

June 30, 2019

 

 

 

 

 

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

$

35,400

 

$

35,400

 

$

-

 

$

-

 Interest-bearing time deposits

 

969

 

 

-

 

 

969

 

 

-

 Stock in FHLB

 

5,233

 

 

-

 

 

5,233

 

 

-

 Stock in Federal Reserve Bank of St. Louis

 

4,350

 

 

-

 

 

4,350

 

 

-

 Loans receivable, net

 

1,846,405

 

 

-

 

 

-

 

 

1,823,040

 Accrued interest receivable

 

10,189

 

 

-

 

 

10,189

 

 

-

Financial liabilities

 

 

 

 

 

 

 

 

 

 

 

 Deposits

 

1,893,695

 

 

1,214,606

 

 

-

 

 

678,301

 Securities sold under agreements to
   repurchase

 

4,376

 

 

-

 

 

4,376

 

 

-

 Advances from FHLB

 

44,908

 

 

-

 

 

45,547

 

 

-

 Note payable

 

3,000

 

 

-

 

 

-

 

 

3,000

 Accrued interest payable

 

2,099

 

 

-

 

 

2,099

 

 

-

 Subordinated debt

 

15,043

 

 

-

 

 

-

 

 

15,267

Unrecognized financial instruments

   (net of contract amount)

 

 

 

 

 

 

 

 

 

 

 

 Commitments to originate loans

 

-

 

 

-

 

 

-

 

 

-

 Letters of credit

 

-

 

 

-

 

 

-

 

 

-

 Lines of credit

 

-

 

 

-

 

 

-

 

 

-

 

v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Organization, Consolidation and Presentation of Financial Statements Disclosure and Significant Accounting Policies (Details)
$ in Thousands
6 Months Ended
Dec. 31, 2019
USD ($)
Details  
Entity Incorporation, State or Country Code MO
Real Estate Investments, Net $ 751,000
v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Cash and Cash Equivalents, Policy (Details) - USD ($)
$ in Thousands
Dec. 31, 2019
Jun. 30, 2019
Details    
Cash Due and Interest-Bearing Deposits in Other Depository Institutions $ 5,300 $ 6,900
v3.19.3.a.u2
Note 2: Organization and Summary of Significant Accounting Policies: Intangible Assets, Finite-Lived, Policy (Details) - USD ($)
$ in Thousands
6 Months Ended
Dec. 31, 2019
Jun. 30, 2019
Dec. 31, 2019
Jun. 30, 2024
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Jun. 30, 2020
Details                
Finite-Lived Core Deposits, Gross $ 14,700 $ 14,700 $ 14,700          
Finite-Lived Intangible Assets, Accumulated Amortization 7,800 6,900 $ 7,800          
FHLB Mortgage Servicing Rights $ 1,400 $ 1,500            
Core Deposits and Intangible Assets, Remaining Amortization Period     periods ranging from five to seven years          
Finite-Lived Intangible Assets, Amortization Expense, Remainder of Fiscal Year               $ 882,000
Finite-Lived Intangible Assets, Amortization Expense, Year Two             $ 1,300  
Finite-Lived Intangible Assets, Amortization Expense, Rolling Year Three           $ 1,300    
Finite-Lived Intangible Assets, Amortization Expense, Rolling Year Four         $ 1,300      
Finite-Lived Intangible Assets, Amortization Expense, Year Five       $ 1,300        
Finite-Lived Intangible Assets, Amortization Expense, after Year Five       $ 1,000        
v3.19.3.a.u2
Note 3: Securities: Schedule of Available for Sale Securities (Details) - USD ($)
$ in Thousands
Dec. 31, 2019
Jun. 30, 2019
Other securities    
Available-for-sale Securities, Amortized Cost Basis $ 5,172 $ 5,176
Available for sale Securities Gross Unrealized Gain 78 75
Available For Sale Securities Gross Unrealized Losses (227) (198)
Available-for-sale Securities Estimated Fair Value 5,023 5,053
Mortgage-backed Securities, Issued by US Government Sponsored Enterprises    
Available-for-sale Securities, Amortized Cost Basis 123,769 109,297
Available for sale Securities Gross Unrealized Gain 1,724 1,449
Available For Sale Securities Gross Unrealized Losses (206) (317)
Available-for-sale Securities Estimated Fair Value 125,287 110,429
Total investments and mortgage-backed securities    
Available-for-sale Securities, Amortized Cost Basis 173,677 163,880
Available for sale Securities Gross Unrealized Gain 2,618 2,253
Available For Sale Securities Gross Unrealized Losses (452) (598)
Available-for-sale Securities Estimated Fair Value 175,843 165,535
US Government-sponsored Enterprises Debt Securities    
Available-for-sale Securities, Amortized Cost Basis 3,291 7,284
Available for sale Securities Gross Unrealized Gain 5 1
Available For Sale Securities Gross Unrealized Losses (1) (15)
Available-for-sale Securities Estimated Fair Value 3,295 7,270
US States and Political Subdivisions Debt Securities    
Available-for-sale Securities, Amortized Cost Basis 41,445 42,123
Available for sale Securities Gross Unrealized Gain 811 728
Available For Sale Securities Gross Unrealized Losses (18) (68)
Available-for-sale Securities Estimated Fair Value $ 42,238 $ 42,783
v3.19.3.a.u2
Note 3: Securities: Contractual Obligation, Fiscal Year Maturity Schedule (Details)
$ in Thousands
Dec. 31, 2019
USD ($)
Details  
Debt Securities, Available-for-sale, Maturity, Allocated and Single Maturity Date, within One Year, Amortized Cost $ 4,801
Debt Securities, Available-for-sale, Maturity, Allocated and Single Maturity Date, within One Year, Fair Value 4,805
Debt Securities, Available-for-sale, Maturity, Allocated and Single Maturity Date, after One Through Five Years, Amortized Cost 8,495
Debt Securities, Available-for-sale, Maturity, Allocated and Single Maturity Date, after One Through Five Years, Fair Value 8,569
Debt Securities, Available-for-sale, Maturity, Allocated and Single Maturity Date, after Five Through Ten Years, Amortized Cost 17,376
Debt Securities, Available-for-sale, Maturity, Allocated and Single Maturity Date, after Five Through Ten Years, Fair Value 17,663
Debt Securities, Available-for-sale, Allocated and Single Maturity Date, Maturity, after 10 Years, Amortized Cost 19,236
Debt Securities, Available-for-sale, Maturity, Allocated and Single Maturity Date, after 10 Years, Fair Value 19,519
Debt and equity securities amortized cost 49,908
Debt and equity securities fair value 50,556
Mortgage-backed securities GSE residential amortized cost 123,769
Mortgage-backed securities GSE residential fair value 125,287
Debt Securities, Available-for-sale, Maturity, without Single Maturity Date, Amortized Cost 173,677
Debt Securities, Available-for-sale, Maturity, without Single Maturity Date, Fair Value $ 175,843
v3.19.3.a.u2
Note 3: Securities: Repurchase Agreements, Collateral, Policy (Details) - USD ($)
$ in Thousands
Dec. 31, 2019
Jun. 30, 2019
Assets Sold under Agreements to Repurchase, Carrying Amount $ 123,800 $ 143,700
U.S. Government and Federal Agency Obligations    
Assets Sold under Agreements to Repurchase, Carrying Amount 1,600 5,600
Mortgage-backed Securities, Issued by US Government Sponsored Enterprises    
Assets Sold under Agreements to Repurchase, Carrying Amount 36,500 47,300
Collateralized Mortgage Obligations    
Assets Sold under Agreements to Repurchase, Carrying Amount 51,800 55,700
US States and Political Subdivisions Debt Securities    
Assets Sold under Agreements to Repurchase, Carrying Amount 33,800 34,900
Other securities    
Assets Sold under Agreements to Repurchase, Carrying Amount $ 200 $ 300
v3.19.3.a.u2
Note 3: Securities: Available-for-sale Securities, Continuous Unrealized Loss Position, Fair Value (Details) - USD ($)
$ in Thousands
Dec. 31, 2019
Jun. 30, 2019
US Government-sponsored Enterprises Debt Securities    
Available-for-sale Securities, Continuous Unrealized Loss Position, Less than Twelve Months, Fair Value $ 0 $ 0
Available-for-sale Securities, Continuous Unrealized Loss Position, Less than 12 Months, Accumulated Loss 0 0
Available-for-sale Securities, Continuous Unrealized Loss Position, Twelve Months or Longer, Fair Value 998 6,969
Available-for-sale Securities, Continuous Unrealized Loss Position, 12 Months or Longer, Accumulated Loss 1 15
Available-for-sale Securities, Continuous Unrealized Loss Position, Fair Value 998 6,969
Available-for-sale Securities, Continuous Unrealized Loss Position, Accumulated Loss 1 15
US States and Political Subdivisions Debt Securities    
Available-for-sale Securities, Continuous Unrealized Loss Position, Less than Twelve Months, Fair Value 2,293 0
Available-for-sale Securities, Continuous Unrealized Loss Position, Less than 12 Months, Accumulated Loss 9 0
Available-for-sale Securities, Continuous Unrealized Loss Position, Twelve Months or Longer, Fair Value 2,192 8,531
Available-for-sale Securities, Continuous Unrealized Loss Position, 12 Months or Longer, Accumulated Loss 9 68
Available-for-sale Securities, Continuous Unrealized Loss Position, Fair Value 4,485 8,531
Available-for-sale Securities, Continuous Unrealized Loss Position, Accumulated Loss 18 68
Other Debt Obligations    
Available-for-sale Securities, Continuous Unrealized Loss Position, Less than Twelve Months, Fair Value 0 0
Available-for-sale Securities, Continuous Unrealized Loss Position, Less than 12 Months, Accumulated Loss 0 0
Available-for-sale Securities, Continuous Unrealized Loss Position, Twelve Months or Longer, Fair Value 949 985
Available-for-sale Securities, Continuous Unrealized Loss Position, 12 Months or Longer, Accumulated Loss 227 198
Available-for-sale Securities, Continuous Unrealized Loss Position, Fair Value 949 985
Available-for-sale Securities, Continuous Unrealized Loss Position, Accumulated Loss 227 198
Mortgage-backed Securities, Issued by US Government Sponsored Enterprises    
Available-for-sale Securities, Continuous Unrealized Loss Position, Less than Twelve Months, Fair Value 33,472 1,175
Available-for-sale Securities, Continuous Unrealized Loss Position, Less than 12 Months, Accumulated Loss 141 1
Available-for-sale Securities, Continuous Unrealized Loss Position, Twelve Months or Longer, Fair Value 10,263 34,148
Available-for-sale Securities, Continuous Unrealized Loss Position, 12 Months or Longer, Accumulated Loss 65 316
Available-for-sale Securities, Continuous Unrealized Loss Position, Fair Value 43,735 35,323
Available-for-sale Securities, Continuous Unrealized Loss Position, Accumulated Loss 206 317
Total investments and mortgage-backed securities    
Available-for-sale Securities, Continuous Unrealized Loss Position, Less than Twelve Months, Fair Value 35,765 1,175
Available-for-sale Securities, Continuous Unrealized Loss Position, Less than 12 Months, Accumulated Loss 150 1
Available-for-sale Securities, Continuous Unrealized Loss Position, Twelve Months or Longer, Fair Value 14,402 50,633
Available-for-sale Securities, Continuous Unrealized Loss Position, 12 Months or Longer, Accumulated Loss 302 597
Available-for-sale Securities, Continuous Unrealized Loss Position, Fair Value 50,167 51,808
Available-for-sale Securities, Continuous Unrealized Loss Position, Accumulated Loss $ 452 $ 598
v3.19.3.a.u2
Note 3: Securities: Other Securities Policy: Pooled Trust Preferred Securities (Details)
$ in Thousands
Dec. 31, 2019
USD ($)
Details  
Number of Pooled Trust Preferred Securities 2
Fair Value of Pooled Trust Preferred Securities Held $ 752
Unrealized Losses on Pooled Trust Preferred Securities in a Continuous Unrealized Loss Position for 12 Months or More $ 222
v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Schedule of Accounts, Notes, Loans and Financing Receivable (Details) - USD ($)
$ in Thousands
Dec. 31, 2019
Jun. 30, 2019
Loans Receivable, Gross    
Loans Receivable $ 2,015,983 $ 1,909,464
Loans in Process    
Loans Receivable (72,381) (43,153)
Deferred loan fees, net    
Loans Receivable (3) (3)
SEC Schedule, 12-09, Allowance, Loan and Lease Loss    
Loans Receivable (20,814) (19,903)
Loans Receivable, Net    
Loans Receivable 1,922,785 1,846,405
Consumer Loan    
Loans Receivable 101,621 97,534
Commercial Loan    
Loans Receivable 355,275 355,874
Residential Mortgage    
Loans Receivable 539,416 491,992
Construction Real Estate    
Loans Receivable 169,195 123,287
Commercial Real Estate    
Loans Receivable $ 850,476 $ 840,777
v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Construction Lending: Construction Loans Modified for other than TDR (Details) - Construction Loans
$ in Thousands
Dec. 31, 2019
USD ($)
Jun. 30, 2019
USD ($)
Number of Loans Modified for Other Than TDR 64 59
Amount of Loans Modified for Other Than TDR $ 30,000 $ 27,200
v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Schedule of Balance in the Allowance for Loan Losses and Recorded Invesetment (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2019
Dec. 31, 2019
Dec. 31, 2018
Dec. 31, 2019
Dec. 31, 2018
Loans Receivable          
Financing Receivable, Credit Loss, Expense (Reversal)   $ 388 $ 314 $ 1,284 $ 995
Allowance for Loan and Lease Losses, Write-offs   (310) (84) (416) (196)
Accounts Receivable, Allowance for Credit Loss, Recovery   26 3 43 10
Financing Receivable, Allowance for Credit Losses, Individually Evaluated for Impairment $ 0 0 0 0 0
Financing Receivable, Allowance for Credit Losses, Collectively Evaluated for Impairment 19,903 20,814 19,023 20,814 19,023
Financing Receivables Allowance for Credit Losses Acquired with Deteriorated Credit Quality 0     0 0
Financing Receivable, Individually Evaluated for Impairment 0 0   0  
Financing Receivable, Collectively Evaluated for Impairment 1,837,763 1,919,491   1,919,491  
Financing Receivables Acquired with Deteriorated Credit Quality 28,548     24,111  
Loans Receivable | Beginning of Period          
Allowance for Loan Losses 19,903 20,710 18,790 19,903 18,214
Loans Receivable | End of Period          
Allowance for Loan Losses   20,814 19,023 20,814 19,023
Consumer Loan          
Financing Receivable, Credit Loss, Expense (Reversal)   (4) (11) 92 80
Allowance for Loan and Lease Losses, Write-offs   (26) (3) (97) (20)
Accounts Receivable, Allowance for Credit Loss, Recovery   6 0 9 5
Financing Receivable, Allowance for Credit Losses, Individually Evaluated for Impairment 0 0 0 0 0
Financing Receivable, Allowance for Credit Losses, Collectively Evaluated for Impairment 1,046 1,050 967 1,050 967
Financing Receivables Allowance for Credit Losses Acquired with Deteriorated Credit Quality 0     0 0
Financing Receivable, Individually Evaluated for Impairment 0 0   0  
Financing Receivable, Collectively Evaluated for Impairment 97,534 101,621   101,621  
Financing Receivables Acquired with Deteriorated Credit Quality 0     0  
Consumer Loan | Beginning of Period          
Allowance for Loan Losses 1,046 1,074 981 1,046 902
Consumer Loan | End of Period          
Allowance for Loan Losses   1,050 967 1,050 967
Commercial Loan          
Financing Receivable, Credit Loss, Expense (Reversal)   (57) (150) 327 87
Allowance for Loan and Lease Losses, Write-offs   (112) (47) (147) (47)
Accounts Receivable, Allowance for Credit Loss, Recovery   1 0 1 1
Financing Receivable, Allowance for Credit Losses, Individually Evaluated for Impairment 0 0 0 0 0
Financing Receivable, Allowance for Credit Losses, Collectively Evaluated for Impairment 4,387 4,568 4,237 4,568 4,237
Financing Receivables Allowance for Credit Losses Acquired with Deteriorated Credit Quality 0     0 0
Financing Receivable, Individually Evaluated for Impairment 0 0   0  
Financing Receivable, Collectively Evaluated for Impairment 349,681 349,186   349,186  
Financing Receivables Acquired with Deteriorated Credit Quality 6,193     6,089  
Commercial Loan | Beginning of Period          
Allowance for Loan Losses 4,387 4,736 4,434 4,387 4,196
Commercial Loan | End of Period          
Allowance for Loan Losses   4,568 4,237 4,568 4,237
Construction Loan Payable          
Financing Receivable, Credit Loss, Expense (Reversal)   118 (102) 292 94
Allowance for Loan and Lease Losses, Write-offs   0 0 0 0
Accounts Receivable, Allowance for Credit Loss, Recovery   0 0 0 0
Financing Receivable, Allowance for Credit Losses, Individually Evaluated for Impairment 0 0 0 0 0
Financing Receivable, Allowance for Credit Losses, Collectively Evaluated for Impairment 1,365 1,657 1,191 1,657 1,191
Financing Receivables Allowance for Credit Losses Acquired with Deteriorated Credit Quality 0     0 0
Financing Receivable, Individually Evaluated for Impairment 0 0   0  
Financing Receivable, Collectively Evaluated for Impairment 78,826 95,518   95,518  
Financing Receivables Acquired with Deteriorated Credit Quality 1,308     1,296  
Construction Loan Payable | Beginning of Period          
Allowance for Loan Losses 1,365 1,539 1,293 1,365 1,097
Construction Loan Payable | End of Period          
Allowance for Loan Losses   1,657 1,191 1,657 1,191
Residential Real Estate          
Financing Receivable, Credit Loss, Expense (Reversal)   294 293 160 415
Allowance for Loan and Lease Losses, Write-offs   (172) (9) (172) (9)
Accounts Receivable, Allowance for Credit Loss, Recovery   18 0 18 1
Financing Receivable, Allowance for Credit Losses, Individually Evaluated for Impairment 0 0 0 0 0
Financing Receivable, Allowance for Credit Losses, Collectively Evaluated for Impairment 3,706 3,712 3,633 3,712 3,633
Financing Receivables Allowance for Credit Losses Acquired with Deteriorated Credit Quality 0     0 0
Financing Receivable, Individually Evaluated for Impairment 0 0   0  
Financing Receivable, Collectively Evaluated for Impairment 490,307 538,121   538,121  
Financing Receivables Acquired with Deteriorated Credit Quality 1,685     1,295  
Residential Real Estate | Beginning of Period          
Allowance for Loan Losses 3,706 3,572 3,349 3,706 3,226
Residential Real Estate | End of Period          
Allowance for Loan Losses   3,712 3,633 3,712 3,633
Commercial Real Estate          
Financing Receivable, Credit Loss, Expense (Reversal)   37 284 413 319
Allowance for Loan and Lease Losses, Write-offs   0 (25) 0 (120)
Accounts Receivable, Allowance for Credit Loss, Recovery   1 3 15 3
Financing Receivable, Allowance for Credit Losses, Individually Evaluated for Impairment 0 0 0 0 0
Financing Receivable, Allowance for Credit Losses, Collectively Evaluated for Impairment 9,399 9,827 8,995 9,827 8,995
Financing Receivables Allowance for Credit Losses Acquired with Deteriorated Credit Quality 0     0 0
Financing Receivable, Individually Evaluated for Impairment 0 0   0  
Financing Receivable, Collectively Evaluated for Impairment 821,415 835,045   835,045  
Financing Receivables Acquired with Deteriorated Credit Quality 19,362     15,431  
Commercial Real Estate | Beginning of Period          
Allowance for Loan Losses $ 9,399 9,789 8,733 9,399 8,793
Commercial Real Estate | End of Period          
Allowance for Loan Losses   $ 9,827 $ 8,995 $ 9,827 $ 8,995
v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Financing Receivable Credit Quality Indicators (Details) - USD ($)
$ in Thousands
Dec. 31, 2019
Jun. 30, 2019
Consumer Loan | Pass    
Financing Receivable Credit Quality Indicators $ 101,258 $ 97,012
Consumer Loan | Watch    
Financing Receivable Credit Quality Indicators 166 170
Consumer Loan | Special Mention    
Financing Receivable Credit Quality Indicators 26 26
Consumer Loan | Substandard    
Financing Receivable Credit Quality Indicators 171 291
Consumer Loan | Doubtful    
Financing Receivable Credit Quality Indicators 0 35
Consumer Loan | Total by Credit Quality Indicator    
Financing Receivable Credit Quality Indicators 101,621 97,534
Commercial Loan | Pass    
Financing Receivable Credit Quality Indicators 342,224 341,069
Commercial Loan | Watch    
Financing Receivable Credit Quality Indicators 6,255 7,802
Commercial Loan | Special Mention    
Financing Receivable Credit Quality Indicators 0 0
Commercial Loan | Substandard    
Financing Receivable Credit Quality Indicators 6,796 7,003
Commercial Loan | Doubtful    
Financing Receivable Credit Quality Indicators 0 0
Commercial Loan | Total by Credit Quality Indicator    
Financing Receivable Credit Quality Indicators 355,275 355,874
Construction Loan Payable | Pass    
Financing Receivable Credit Quality Indicators 96,814 80,134
Construction Loan Payable | Watch    
Financing Receivable Credit Quality Indicators 0 0
Construction Loan Payable | Special Mention    
Financing Receivable Credit Quality Indicators 0 0
Construction Loan Payable | Substandard    
Financing Receivable Credit Quality Indicators 0 0
Construction Loan Payable | Doubtful    
Financing Receivable Credit Quality Indicators 0 0
Construction Loan Payable | Total by Credit Quality Indicator    
Financing Receivable Credit Quality Indicators 96,814 80,134
Residential Real Estate | Pass    
Financing Receivable Credit Quality Indicators 532,574 482,869
Residential Real Estate | Watch    
Financing Receivable Credit Quality Indicators 1,009 1,236
Residential Real Estate | Special Mention    
Financing Receivable Credit Quality Indicators 103 103
Residential Real Estate | Substandard    
Financing Receivable Credit Quality Indicators 5,730 7,784
Residential Real Estate | Doubtful    
Financing Receivable Credit Quality Indicators 0 0
Residential Real Estate | Total by Credit Quality Indicator    
Financing Receivable Credit Quality Indicators 539,416 491,992
Commercial Real Estate | Pass    
Financing Receivable Credit Quality Indicators 813,762 802,479
Commercial Real Estate | Watch    
Financing Receivable Credit Quality Indicators 20,812 21,693
Commercial Real Estate | Special Mention    
Financing Receivable Credit Quality Indicators 3,436 3,463
Commercial Real Estate | Substandard    
Financing Receivable Credit Quality Indicators 12,466 13,142
Commercial Real Estate | Doubtful    
Financing Receivable Credit Quality Indicators 0 0
Commercial Real Estate | Total by Credit Quality Indicator    
Financing Receivable Credit Quality Indicators $ 850,476 $ 840,777
v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Purchased Credit Impaired Loans Credit Quality Indicators (Details) - USD ($)
$ in Thousands
Dec. 31, 2019
Jun. 30, 2019
Pass    
Purchased Credit Impaired Loans $ 6,000 $ 6,900
Watch    
Purchased Credit Impaired Loans 10,600 10,400
Special Mention    
Purchased Credit Impaired Loans 0 0
Substandard    
Purchased Credit Impaired Loans 7,500 11,200
Doubtful    
Purchased Credit Impaired Loans $ 0 $ 0
v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses (Details)
$ in Thousands
6 Months Ended
Dec. 31, 2019
USD ($)
Dec. 31, 2019
USD ($)
Jun. 30, 2019
USD ($)
Financing Receivable, Credit Quality, Additional Information   lending relationships of $2 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  
Number of Purchased Credit Impaired Loans 1    
Foreclosed residential real estate properties physical possession $ 823 $ 823 $ 752
Residential mortgage loans and home equity loans formal foreclosure proceedings in process 516 516 493
Loans without a specific valuation allowance      
Purchased Credit Impaired Loans 24,100 24,100 $ 28,500
Financial Asset, Equal to or Greater than 90 Days Past Due      
Purchased Credit Impaired Loans $ 3,100 $ 3,100  
v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Schedule of Loan Portfolio Aging Analysis (Details) - USD ($)
$ in Thousands
Dec. 31, 2019
Jun. 30, 2019
Financial Asset, 30 to 59 Days Past Due | Total Loans    
Financing Receivable Recorded Investment $ 2,785 $ 1,075
Financial Asset, 30 to 59 Days Past Due | Consumer Loan    
Financing Receivable Recorded Investment 475 128
Financial Asset, 30 to 59 Days Past Due | Commercial Loan    
Financing Receivable Recorded Investment 277 424
Financial Asset, 30 to 59 Days Past Due | Construction Loan Payable    
Financing Receivable Recorded Investment 0 0
Financial Asset, 30 to 59 Days Past Due | Residential Real Estate    
Financing Receivable Recorded Investment 1,457 227
Financial Asset, 30 to 59 Days Past Due | Commercial Real Estate    
Financing Receivable Recorded Investment 576 296
Financial Asset, 60 to 89 Days Past Due | Total Loans    
Financing Receivable Recorded Investment 1,908 1,126
Financial Asset, 60 to 89 Days Past Due | Consumer Loan    
Financing Receivable Recorded Investment 136 46
Financial Asset, 60 to 89 Days Past Due | Commercial Loan    
Financing Receivable Recorded Investment 230 25
Financial Asset, 60 to 89 Days Past Due | Construction Loan Payable    
Financing Receivable Recorded Investment 0 0
Financial Asset, 60 to 89 Days Past Due | Residential Real Estate    
Financing Receivable Recorded Investment 1,246 1,054
Financial Asset, 60 to 89 Days Past Due | Commercial Real Estate    
Financing Receivable Recorded Investment 296 1
Financial Asset, Equal to or Greater than 90 Days Past Due | Total Loans    
Financing Receivable Recorded Investment 4,860 9,409
Financial Asset, Equal to or Greater than 90 Days Past Due | Consumer Loan    
Financing Receivable Recorded Investment 173 176
Financial Asset, Equal to or Greater than 90 Days Past Due | Commercial Loan    
Financing Receivable Recorded Investment 225 1,902
Financial Asset, Equal to or Greater than 90 Days Past Due | Construction Loan Payable    
Financing Receivable Recorded Investment 0 0
Financial Asset, Equal to or Greater than 90 Days Past Due | Residential Real Estate    
Financing Receivable Recorded Investment 1,442 1,714
Financial Asset, Equal to or Greater than 90 Days Past Due | Commercial Real Estate    
Financing Receivable Recorded Investment 3,020 5,617
Nonperforming Financial Instruments | Total Loans    
Financing Receivable Recorded Investment 9,553 11,610
Nonperforming Financial Instruments | Consumer Loan    
Financing Receivable Recorded Investment 784 350
Nonperforming Financial Instruments | Commercial Loan    
Financing Receivable Recorded Investment 732 2,351
Nonperforming Financial Instruments | Construction Loan Payable    
Financing Receivable Recorded Investment 0 0
Nonperforming Financial Instruments | Residential Real Estate    
Financing Receivable Recorded Investment 4,145 2,995
Nonperforming Financial Instruments | Commercial Real Estate    
Financing Receivable Recorded Investment 3,892 5,914
Financing Receivables Current | Total Loans    
Financing Receivable Recorded Investment 1,934,049 1,854,701
Financing Receivables Current | Consumer Loan    
Financing Receivable Recorded Investment 100,837 97,184
Financing Receivables Current | Commercial Loan    
Financing Receivable Recorded Investment 354,543 353,523
Financing Receivables Current | Construction Loan Payable    
Financing Receivable Recorded Investment 96,814 80,134
Financing Receivables Current | Residential Real Estate    
Financing Receivable Recorded Investment 535,271 488,997
Financing Receivables Current | Commercial Real Estate    
Financing Receivable Recorded Investment 846,584 834,863
Performing Financial Instruments | Total Loans    
Financing Receivable Recorded Investment 1,943,602 1,866,311
Performing Financial Instruments | Consumer Loan    
Financing Receivable Recorded Investment 101,621 97,534
Performing Financial Instruments | Commercial Loan    
Financing Receivable Recorded Investment 355,275 355,874
Performing Financial Instruments | Construction Loan Payable    
Financing Receivable Recorded Investment 96,814 80,134
Performing Financial Instruments | Residential Real Estate    
Financing Receivable Recorded Investment 539,416 491,992
Performing Financial Instruments | Commercial Real Estate    
Financing Receivable Recorded Investment 850,476 840,777
Financing Receivables Greater than 90 Days Past Due and Still Accruing | Total Loans    
Financing Receivable Recorded Investment 1 0
Financing Receivables Greater than 90 Days Past Due and Still Accruing | Consumer Loan    
Financing Receivable Recorded Investment 1 0
Financing Receivables Greater than 90 Days Past Due and Still Accruing | Commercial Loan    
Financing Receivable Recorded Investment 0 0
Financing Receivables Greater than 90 Days Past Due and Still Accruing | Construction Loan Payable    
Financing Receivable Recorded Investment 0 0
Financing Receivables Greater than 90 Days Past Due and Still Accruing | Residential Real Estate    
Financing Receivable Recorded Investment 0 0
Financing Receivables Greater than 90 Days Past Due and Still Accruing | Commercial Real Estate    
Financing Receivable Recorded Investment $ 0 $ 0
v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Schedule of Impaired Loans (Details) - USD ($)
$ in Thousands
Dec. 31, 2019
Jun. 30, 2019
Consumer Loan    
Impaired Financing Receivable, with No Related Allowance, Recorded Investment $ 0 $ 8
Impaired Financing Receivable, with No Related Allowance, Unpaid Principal Balance 0 8
Impaired Financing Receivable With No Related Allowance Specific Allowance 0 0
Impaired Financing Receivable, with Related Allowance, Recorded Investment 0 0
Impaired Financing Receivable, with Related Allowance, Unpaid Principal Balance 0 0
Impaired Financing Receivable With Related Allowance Specific Allowance 0 0
Impaired Financing Receivable With and Without Related Allowance Recorded Investment 0 8
Impaired Financial Receivable With and Without Related Allowance Unpaid Principal Balance 0 8
Impaired Financing Receivable With and Without Related Allowance Specific Allowance 0 0
Commercial Loan    
Impaired Financing Receivable, with No Related Allowance, Recorded Investment 6,813 6,999
Impaired Financing Receivable, with No Related Allowance, Unpaid Principal Balance 8,073 9,187
Impaired Financing Receivable With No Related Allowance Specific Allowance 0 0
Impaired Financing Receivable, with Related Allowance, Recorded Investment 0 0
Impaired Financing Receivable, with Related Allowance, Unpaid Principal Balance 0 0
Impaired Financing Receivable With Related Allowance Specific Allowance 0 0
Impaired Financing Receivable With and Without Related Allowance Recorded Investment 6,813 6,999
Impaired Financial Receivable With and Without Related Allowance Unpaid Principal Balance 8,073 9,187
Impaired Financing Receivable With and Without Related Allowance Specific Allowance 0 0
Construction Loan Payable    
Impaired Financing Receivable, with No Related Allowance, Recorded Investment 1,295 1,330
Impaired Financing Receivable, with No Related Allowance, Unpaid Principal Balance 1,340 1,419
Impaired Financing Receivable With No Related Allowance Specific Allowance 0 0
Impaired Financing Receivable, with Related Allowance, Recorded Investment 0 0
Impaired Financing Receivable, with Related Allowance, Unpaid Principal Balance 0 0
Impaired Financing Receivable With Related Allowance Specific Allowance 0 0
Impaired Financing Receivable With and Without Related Allowance Recorded Investment 1,295 1,330
Impaired Financial Receivable With and Without Related Allowance Unpaid Principal Balance 1,340 1,419
Impaired Financing Receivable With and Without Related Allowance Specific Allowance 0 0
Residential Real Estate    
Impaired Financing Receivable, with No Related Allowance, Recorded Investment 4,086 5,104
Impaired Financing Receivable, with No Related Allowance, Unpaid Principal Balance 4,322 5,341
Impaired Financing Receivable With No Related Allowance Specific Allowance 0 0
Impaired Financing Receivable, with Related Allowance, Recorded Investment 0 0
Impaired Financing Receivable, with Related Allowance, Unpaid Principal Balance 0 0
Impaired Financing Receivable With Related Allowance Specific Allowance 0 0
Impaired Financing Receivable With and Without Related Allowance Recorded Investment 4,086 5,104
Impaired Financial Receivable With and Without Related Allowance Unpaid Principal Balance 4,322 5,341
Impaired Financing Receivable With and Without Related Allowance Specific Allowance 0 0
Commercial Real Estate    
Impaired Financing Receivable, with No Related Allowance, Recorded Investment 22,008 26,410
Impaired Financing Receivable, with No Related Allowance, Unpaid Principal Balance 26,310 31,717
Impaired Financing Receivable With No Related Allowance Specific Allowance 0 0
Impaired Financing Receivable, with Related Allowance, Recorded Investment 0 0
Impaired Financing Receivable, with Related Allowance, Unpaid Principal Balance 0 0
Impaired Financing Receivable With Related Allowance Specific Allowance 0 0
Impaired Financing Receivable With and Without Related Allowance Recorded Investment 22,008 26,410
Impaired Financial Receivable With and Without Related Allowance Unpaid Principal Balance 26,310 31,717
Impaired Financing Receivable With and Without Related Allowance Specific Allowance $ 0 $ 0
v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Schedule of Interest Income Recognized on Impaired Loans (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2019
Dec. 31, 2018
Dec. 31, 2019
Dec. 31, 2018
Total Loans        
Impaired Financing Receivable, Average Recorded Investment $ 24,298 $ 19,681 $ 25,713 $ 17,976
Impaired Financing Receivable Interest Income Recognized 519 600 1,018 1,720
Consumer Loan        
Impaired Financing Receivable, Average Recorded Investment 0 0 0 0
Impaired Financing Receivable Interest Income Recognized 0 0 0 0
Commercial Loan        
Impaired Financing Receivable, Average Recorded Investment 5,760 3,356 5,904 3,054
Impaired Financing Receivable Interest Income Recognized 121 102 214 718
Construction Loan Payable        
Impaired Financing Receivable, Average Recorded Investment 1,300 1,295 1,302 1,295
Impaired Financing Receivable Interest Income Recognized 36 41 84 142
Residential Real Estate        
Impaired Financing Receivable, Average Recorded Investment 1,482 1,844 1,549 2,300
Impaired Financing Receivable Interest Income Recognized 22 28 45 61
Commercial Real Estate        
Impaired Financing Receivable, Average Recorded Investment 15,756 13,186 16,958 11,327
Impaired Financing Receivable Interest Income Recognized $ 340 $ 429 $ 675 $ 799
v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Loans and Leases Receivable Impaired Interest Income Recognized Change in Present Value Attributable to Passage of Time (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2019
Dec. 31, 2018
Dec. 31, 2019
Dec. 31, 2018
Details        
Loans and Leases Receivable, Impaired, Interest Income Recognized, Change in Present Value Attributable to Passage of Time $ 79 $ 144 $ 163 $ 1,100
v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Schedule of Financing Receivables, Non Accrual Status (Details) - USD ($)
$ in Thousands
Dec. 31, 2019
Jun. 30, 2019
Total Loans    
Loans and Leases Receivable, Nonperforming, Nonaccrual of Interest $ 10,419 $ 21,013
Consumer Loan    
Loans and Leases Receivable, Nonperforming, Nonaccrual of Interest 179 309
Commercial Loan    
Loans and Leases Receivable, Nonperforming, Nonaccrual of Interest 631 3,424
Construction Loan Payable    
Loans and Leases Receivable, Nonperforming, Nonaccrual of Interest 0 0
Residential Real Estate    
Loans and Leases Receivable, Nonperforming, Nonaccrual of Interest 4,397 6,404
Commercial Real Estate    
Loans and Leases Receivable, Nonperforming, Nonaccrual of Interest $ 5,212 $ 10,876
v3.19.3.a.u2
Note 4: Loans and Allowance for Loan Losses: Purchased Credit Impaired Loans Nonaccrual (Details) - USD ($)
$ in Thousands
Dec. 31, 2019
Jun. 30, 2019
Included in Nonaccrual Loans    
Purchased Credit Impaired Loans $ 0 $ 4,100
v3.19.3.a.u2
Note 5: Accounting For Certain Loans Acquired in A Transfer: Schedule of Acquired Loans With Credit Deterioration (Details) - USD ($)
$ in Thousands
Dec. 31, 2019
Jun. 30, 2019
Outstanding Balance    
Certain Loans and Debt Securities Acquired in Transfer, Allowance for Credit Losses Due to Subsequent Impairment $ 29,954 $ 36,368
Carrying Amount of Acquired Loans    
Certain Loans and Debt Securities Acquired in Transfer, Allowance for Credit Losses Due to Subsequent Impairment [1] 24,110 28,547
Consumer Loan    
Certain Loans and Debt Securities Acquired in Transfer, Allowance for Credit Losses Due to Subsequent Impairment 0 0
Commercial Loan    
Certain Loans and Debt Securities Acquired in Transfer, Allowance for Credit Losses Due to Subsequent Impairment 7,349 8,381
Construction Loan Payable    
Certain Loans and Debt Securities Acquired in Transfer, Allowance for Credit Losses Due to Subsequent Impairment 1,340 1,397
Residential Real Estate    
Certain Loans and Debt Securities Acquired in Transfer, Allowance for Credit Losses Due to Subsequent Impairment 1,532 1,921
Commercial Real Estate    
Certain Loans and Debt Securities Acquired in Transfer, Allowance for Credit Losses Due to Subsequent Impairment $ 19,733 $ 24,669
[1] Fair value adjustment of $5,844 and $7,821 at December 31, 2019 and June 30, 2019, respectively.
v3.19.3.a.u2
Note 5: Accounting For Certain Loans Acquired in A Transfer: Schedule of Acquired Loans in Transfer Accretable Yield (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2019
Dec. 31, 2018
Dec. 31, 2019
Dec. 31, 2018
Details        
Balance at beginning of period $ 183 $ 305 $ 220 $ 589
Certain Loans Acquired In Transfer Accretable Yield Additions 0 102 0 102
Certain Loans Acquired In Transfer Accretable Yield Accretion (79) (144) (163) (1,089)
Certain Loans Acquired In Transfer Accretable Yield Reclassification from Nonaccretable Difference 83 108 130 973
Certain Loans Acquired In Transfer Accretable Yield Disposals 0 0 0 (204)
Balance at end of period $ 187 $ 371 $ 187 $ 371
v3.19.3.a.u2
NOTE 6: Premises and Equipment: Property, Plant and Equipment (Details) - USD ($)
$ in Thousands
Dec. 31, 2019
Jun. 30, 2019
Details    
Land $ 12,404 $ 12,414
Buildings and improvements 54,561 54,304
Construction in progress 973 466
Furniture, fixtures, equipment and software 17,588 16,514
Automobiles 107 107
Operating leases right of use assets 1,988 0
Less accumulated depreciation 22,615 21,078
Premises and equipment, net $ 65,006 $ 62,727
v3.19.3.a.u2
NOTE 6: Premises and Equipment: Lessee, Operating Lease, Disclosure (Details)
$ in Thousands
Dec. 31, 2019
USD ($)
Details  
Initial Leases and Lease Modifications and Renewals $ 437
Finance Lease, Right-of-Use Asset 1,600
Finance Lease, Liability $ 1,600
v3.19.3.a.u2
NOTE 6: Premises and Equipment: Expected Lease Terms (Details)
6 Months Ended
Dec. 31, 2019
Operating Lease, Weighted Average Discount Rate, Percent 5.00%
Minimum  
Lessee Expected Lease Terms The expected lease terms range from 18 months
Maximum  
Lessee Expected Lease Terms 20 years.
v3.19.3.a.u2
NOTE 6: Premises and Equipment: Calculated Amount of Right of Use Assets and Lease Liabilities (Details) - USD ($)
$ in Thousands
6 Months Ended
Dec. 31, 2019
Dec. 31, 2018
ROU assets obtained in exchange for operating lease obligations: $ 1,996 $ 0
Consolidated Balance Sheet    
Right of Use Asset, Operating Leases 1,988  
Liability, Operating Leases 1,988  
Consolidated Statement of Income    
Operating Lease Costs Classified as Occupancy and Equipment Expense [1] 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 $ 78  
[1] Includes short-term lease costs.
v3.19.3.a.u2
NOTE 6: Premises and Equipment: Operating Lease Expense (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2019
Dec. 31, 2018
Dec. 31, 2019
Dec. 31, 2018
Details        
Operating Lease, Expense $ 52 $ 51 $ 109 $ 129
v3.19.3.a.u2
NOTE 6: Premises and Equipment: Schedule of Future Minimum Rental Payments for Operating Leases (Details)
$ in Thousands
Dec. 31, 2019
USD ($)
Details  
Operating Leases, Future Minimum Payments, Remainder of Fiscal Year $ 77
Operating Leases, Future Minimum Payments Due, Next Twelve Months 269
Operating Leases, Future Minimum Payments, Due in Two Years 243
Operating Leases, Future Minimum Payments, Due in Three Years 243
Operating Leases, Future Minimum Payments, Due in Four Years 243
Operating Leases, Future Minimum Payments, Due in Five Years 243
Operating Leases, Future Minimum Payments, Due Thereafter 1,599
Operating Lease, Payments $ 2,917
v3.19.3.a.u2
NOTE 6: Premises and Equipment: Lessor Agreements (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2019
Dec. 31, 2019
Details    
Income Recognized From Lessor Agreements $ 80 $ 162
v3.19.3.a.u2
Note 7: Deposits: Schedule of Deposit Liabilities (Details) - USD ($)
$ in Thousands
Dec. 31, 2019
Jun. 30, 2019
Details    
Noninterest-bearing Deposit Liabilities $ 223,604 $ 218,889
Deposits, Negotiable Order of Withdrawal (NOW) 658,073 639,219
Deposits, Money Market Deposits 204,143 188,355
Deposits, Savings Deposits 166,140 167,973
Interest-bearing Domestic Deposit, Certificates of Deposits 662,654 679,259
Deposits, Domestic $ 1,914,614 $ 1,893,695
v3.19.3.a.u2
Note 8: Earnings Per Share: Schedule of Earnings Per Share, Basic and Diluted (Details) - USD ($)
$ / shares in Units, $ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2019
Dec. 31, 2018
Dec. 31, 2019
Dec. 31, 2018
Details        
Net income $ 7,717 $ 7,454 $ 15,545 $ 14,254
Weighted Average Number of Shares Outstanding, Basic 9,202,052 9,136,873 9,217,155 9,066,597
Stock options under treasury stock method 10,847 11,860 9,675 12,342
Weighted Average Number of Shares Outstanding, Diluted 9,212,899 9,148,733 9,226,830 9,078,939
Basic earnings per common share $ 0.84 $ 0.82 $ 1.69 $ 1.57
Diluted earnings per common share $ 0.84 $ 0.81 $ 1.68 $ 1.57
v3.19.3.a.u2
Note 8: Earnings Per Share (Details)
Dec. 31, 2019
Dec. 31, 2018
Details    
Options Outstanding With An Exercise Price In Excess of the Market Price 0 13,500
v3.19.3.a.u2
Note 9: Income Taxes: Schedule of Effective Income Tax Rate Reconciliation (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2019
Dec. 31, 2018
Dec. 31, 2019
Dec. 31, 2018
Details        
Current Income Tax Expense (Benefit) $ 1,915 $ 3,368 $ 3,884 $ 5,029
Deferred Income Taxes and Tax Credits 6 (1,566) 12 (1,560)
Income tax provision, total $ 1,921 $ 1,802 $ 3,896 $ 3,469
v3.19.3.a.u2
Note 9: Income Taxes: Schedule of Deferred Tax Assets and Liabilities (Details) - USD ($)
$ in Thousands
Dec. 31, 2019
Jun. 30, 2019
Details    
Deferred Tax Assets Provision for Losses on Loans $ 4,873 $ 4,601
Deferred Tax Assets Accrued Compensation and Benefits 567 692
Deferred Tax Assets NOL Carry Forwards Acquired 174 199
Deferred Tax Assets, Tax Credit Carryforwards, Alternative Minimum Tax 130 130
Deferred Tax Assets Unrealized Loss on Other Real Estate 51 134
Deferred tax assets purchase accounting adjustments 0 255
Losses and credits from LLC's 1,100 1,206
Deferred Tax Assets, Gross 6,895 7,217
Deferred tax liabilities purchase accounting adjustments 164 0
Deferred Tax Liabilities Depreciation 1,411 1,749
Deferred Tax Liabilities FHLB Stock Dividends 120 120
Deferred Tax Liabilities, Prepaid Expenses 238 313
Unrealized gain on available for sale securities 477 364
Other 0 61
Deferred Tax Liabilities, Net 2,410 2,607
Deferred Tax Assets, Net of Valuation Allowance $ 4,485 $ 4,610
v3.19.3.a.u2
Note 9: Income Taxes (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2019
Dec. 31, 2019
Details    
Federal Net Operating Loss Carryforwards $ 963  
State Net Operating Loss Carryforwards $ 1,700  
Effective Income Tax Rate Reconciliation, at Federal Statutory Income Tax Rate, Percent 21.00% 21.00%
v3.19.3.a.u2
Note 9: Income Taxes: Reconciliation of Income Tax Expense at the Statutory Rate to Actual Income Tax (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2019
Dec. 31, 2018
Dec. 31, 2019
Dec. 31, 2018
Effective Income Tax Rate Reconciliation at Federal Statutory Income Tax Rate, Amount $ 2,024 $ 1,944 $ 4,083 $ 3,722
Other, net (20) 27 (45) (16)
Income Tax Expense, Actual 1,921 1,802 3,896 3,469
Increase (Decrease) in Taxes        
Nontaxable Municipal Income (113) (77) (226) (149)
Current State and Local Tax Expense (Benefit) 87 101 196 224
Cash Surrender Value Of Bank-owned Life Insurance (53) (125) (106) (176)
Tax Credit Benefits $ (4) $ (68) $ (6) $ (136)
v3.19.3.a.u2
Note 10: 401(k) Retirement Plan: 401(k) Retirement Plan (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Dec. 31, 2019
Dec. 31, 2018
Dec. 31, 2019
Dec. 31, 2018
Details        
Defined Contribution Plan, Administrative Expense $ 343 $ 293 $ 724 $ 634
v3.19.3.a.u2
Note 11: Subordinated Debt (Details) - USD ($)
$ in Thousands
1 Months Ended 3 Months Ended 12 Months Ended
Aug. 31, 2014
Oct. 31, 2013
Dec. 31, 2019
Jun. 30, 2020
Ozarks Legacy Community Financial, Inc.        
Assumed floating rate junior subordinated debt securities   $ 3,100    
Ozarks Legacy Community Financial, Inc. | Reported Value Measurement        
Assumed floating rate junior subordinated debt securities     $ 2,700 $ 2,600
Peoples Service Company, Inc.        
Assumed floating rate junior subordinated debt securities $ 6,500      
Peoples Service Company, Inc. | Reported Value Measurement        
Assumed floating rate junior subordinated debt securities     $ 5,200 $ 5,200
v3.19.3.a.u2
Note 12: Fair Value Measurements: Fair Value, Assets Measured on Recurring Basis (Details) - USD ($)
$ in Thousands
Dec. 31, 2019
Jun. 30, 2019
US Government-sponsored Enterprises Debt Securities    
Fair value on a recurring basis $ 3,295 $ 7,270
US States and Political Subdivisions Debt Securities    
Fair value on a recurring basis 42,238 42,783
Other Debt Obligations    
Fair value on a recurring basis 5,023 5,053
Mortgage-backed Securities, Issued by US Government Sponsored Enterprises    
Fair value on a recurring basis $ 125,287 $ 110,429
v3.19.3.a.u2
Note 12: Fair Value Measurements: Fair Value Measurements, Nonrecurring (Details) - USD ($)
$ in Thousands
Dec. 31, 2019
Jun. 30, 2019
Foreclosed and repossessed assets held for sale    
Fair value on a nonrecurring basis $ 553 $ 2,430
v3.19.3.a.u2
Note 12: Fair Value Measurements: Gains (Losses) Recognized on Assets Measured on a Nonrecurring Basis (Details) - USD ($)
$ in Thousands
3 Months Ended
Dec. 31, 2019
Dec. 31, 2018
Foreclosed and repossessed assets held for sale    
Gains (losses) recognized on assets measured on a non-recurring basis $ (96) $ (222)
Total losses on assets measured on a non-recurring basis    
Gains (losses) recognized on assets measured on a non-recurring basis $ (96) $ (222)
v3.19.3.a.u2
Note 12: Fair Value Measurements: Fair Value Option, Disclosures (Details) - Fair Value, Inputs, Level 3 - Foreclosed and repossessed assets - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Dec. 31, 2019
Jun. 30, 2019
Fair Value Asset Liability Measured On Nonrecurring Basis With Unobservable Inputs $ 553 $ 2,430
Third party appraisal    
Fair Value Measurements, Valuation Processes, Description Third party appraisal Third party appraisal
Third party appraisal | Marketability discount    
Unobservable Measurement Input, Uncertainty, Description Marketability discount Marketability discount
Fair Value Measurements Nonrecurring Range of discounts Applied 0.0% - 39.4% 5.1% - 77.0%
Fair Value Measurements Nonrecurring Weighted Average Discount Applied 11.2% 35.2%
v3.19.3.a.u2
Note 12: Fair Value Measurements: Schedule of Financial Instruments (Details) - USD ($)
$ in Thousands
Dec. 31, 2019
Jun. 30, 2019
Letter of Credit    
Financial Instruments Owned Carrying Amount $ 0 $ 0
Line of Credit    
Financial Instruments Owned Carrying Amount 0 0
Financial Assets | Cash and Cash Equivalents    
Financial Instruments Owned Carrying Amount 41,043 35,400
Financial Assets | Interest-bearing time deposits    
Financial Instruments Owned Carrying Amount 972 969
Financial Assets | Investment in Federal Home Loan Bank Stock    
Financial Instruments Owned Carrying Amount 8,172  
Financial Assets | Investment in Stock of Federal Reserve Bank of St. Louis    
Financial Instruments Owned Carrying Amount 4,350 4,350
Financial Assets | Loans Receivable    
Financial Instruments Owned Carrying Amount 1,922,785 1,846,405
Financial Assets | Accrued interest receivable    
Financial Instruments Owned Carrying Amount 11,292 10,189
Financial Assets | Investment in Federal Home Loan Bank Stock    
Financial Instruments Owned Carrying Amount   5,233
Financial Liabilities | Deposits    
Financial Instruments Owned Carrying Amount 1,914,614 1,893,695
Financial Liabilities | Securities Sold under Agreements to Repurchase    
Financial Instruments Owned Carrying Amount 0 4,376
Financial Liabilities | Federal Home Loan Bank Advances    
Financial Instruments Owned Carrying Amount 114,646 44,908
Financial Liabilities | Note payable    
Financial Instruments Owned Carrying Amount 3,000 3,000
Financial Liabilities | Accrued interest payable    
Financial Instruments Owned Carrying Amount 1,925 2,099
Financial Liabilities | Subordinated Debt    
Financial Instruments Owned Carrying Amount 15,093 15,043
Commitments to Extend Credit    
Financial Instruments Owned Carrying Amount $ 0 $ 0