South Ottumwa Savings Bank
Ottumwa, IA FDIC 9099 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.36% +0.44 0.92%
Return on Equity (%) 9.57% +1.83 7.74%
Net Interest Margin (%) 3.38% +0.41 2.97%
Efficiency Ratio (%) 60.75% -3.82 64.57%
Pre-Provision Profit ($M) $2 +0.32 $1
Cost of Funds (%) 1.25% -0.18 1.43%
Balance Sheet
Total Assets ($M) $536 -11.58 $548
Gross Loans ($M) $327 +4.94 $322
Loan Growth YoY (%) 72.65% +4.04 68.62%
Total Deposits ($M) $446 -19.00 $465
Shareholders Equity ($M) $76 +9.75 $66
Tang. Book Value ($M) $63 +9.84 $54
TBV excl. AOCI ($M)** $71 +10.05 $61
Loan / Deposit Ratio (%) 72.65% +4.04 68.62%
Credit Quality
NPA / Total Assets (%) 0.29% -0.18 0.48%
Allowance / Loans (%) 1.04% -0.02% 1.06%
Net Charge-Off Ratio (%) 0.48% -0.22 0.70%
Capital
Tier 1 Capital Ratio (%) 18.22% +1.24 16.98%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▄▅▆▇█ Net Interest Margin (%) 2.72% 2.74% 2.79% 2.97% 3.11% 3.17% 3.24% 3.38%
▁▁▁▃▆▇▇█ Return on Assets (%) 0.73% 0.71% 0.74% 0.92% 1.19% 1.25% 1.25% 1.36%
███▆▁▁▁▂ Efficiency Ratio (%) 67.1% 66.5% 66.6% 64.6% 59.5% 58.7% 58.7% 60.8%
▇▇█▅▄▃▃▁ Cost of Funds (%) 1.51% 1.54% 1.58% 1.43% 1.40% 1.36% 1.34% 1.25%
█▂▇██▅▁▄ NPA / Assets (%) 0.47% 0.20% 0.42% 0.48% 0.50% 0.36% 0.16% 0.29%
█▂▆▇█▅▁▄ Net Charge-Off Ratio (%) 0.78% 0.34% 0.61% 0.70% 0.81% 0.56% 0.25% 0.48%
▁▄▁▂▃▇██ Tang. Book Value ($M) $52 $56 $52 $54 $56 $61 $62 $63
▁▄▆▃▅█▄█ Gross Loans ($M) $319 $323 $325 $322 $324 $327 $323 $327
▄▆██▄▁▂▅ Total Deposits ($M) $444 $451 $460 $465 $441 $424 $430 $446
Portfolio Composition — Q1'26
Loan Mix%
Real Estate75%
C&I / Commercial10%
Agricultural12%
Consumer3%
Deposit Mix%
Nonint.-Bearing Demand22%
Interest-Bearing (core)69%
Brokered / Other9%
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