C
Heritage Bank
MarionIA
Rating Date
October 2025
Risk Based
Capital Ratio
Leverage
Ratio
Return On
Assets
Total
Assets
Capital
Total
Deposits
Net
Income
Weiss Ratings Heritage Bank
Marion, IA
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Rating C
Asset Quality Index 7.90
Capitalization Index 6.80
Liquidity Index 4.10
Profitability Index 0.00
Stability Index 0.40
Company Info Heritage Bank
Marion, IA
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FDIC Number 18463
Phone Number (319) 373-5400
Website www.heritagemarion.bank
Asset Quality Heritage Bank
Marion, IA
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1-Year Asset Growth -6.03%
5-Year Asset Growth 3.60%
5-Year Charge-Offs to Average Loans 0.00%
Charge-Offs to Average Loans 0.01%
Non-Performing Assets to Assets 0.45%
Non-Performing Loans to Capital 4.76%
Non-Performing Loans to Loans 0.89%
Balance Sheet Heritage Bank
Marion, IA
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Total Assets 39.41M
Total Deposits 33.24M
Capital and Reserves Heritage Bank
Marion, IA
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Capital 2.20M
Leverage Ratio 8.78
Loan Loss Reserves to Loans 0.89%
Risk-Based Capital Ratio 18.34
Liquidity Heritage Bank
Marion, IA
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Hot Money Ratio 18.45%
Liquidity Ratio 50.28%
Profitability Heritage Bank
Marion, IA
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5-Year Return on Average Assets -0.09%
Net Income -181.00K
Net Interest Spread 2.47%
Operating Profit to Average Assets -0.61%
Overhead Efficiency Ratio 122.38%
Return on Assets -0.59%
Return on Equity -11.86%