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 9.40
Capitalization Index 7.20
Liquidity Index 4.30
Profitability Index 0.10
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 -7.78%
5-Year Asset Growth 3.60%
5-Year Charge-Offs to Average Loans 0.00%
Charge-Offs to Average Loans 0.00%
Non-Performing Assets to Assets 0.00%
Non-Performing Loans to Capital 0.00%
Non-Performing Loans to Loans 0.00%
Balance Sheet Heritage Bank
Marion, IA
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Total Assets 38.72M
Total Deposits 34.11M
Capital and Reserves Heritage Bank
Marion, IA
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Capital 2.02M
Leverage Ratio 9.16
Loan Loss Reserves to Loans 0.93%
Risk-Based Capital Ratio --
Liquidity Heritage Bank
Marion, IA
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Hot Money Ratio 17.53%
Liquidity Ratio 51.10%
Profitability Heritage Bank
Marion, IA
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5-Year Return on Average Assets -0.09%
Net Income -100.00K
Net Interest Spread 2.56%
Operating Profit to Average Assets -0.53%
Overhead Efficiency Ratio 118.55%
Return on Assets -0.51%
Return on Equity -10.01%