Charlevoix State Bank
Charlevoix, MI FDIC 33926 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.08% +0.21 1.87%
Return on Equity (%) 21.00% +0.55 20.45%
Net Interest Margin (%) 4.52% +0.64 3.88%
Efficiency Ratio (%) 58.89% +0.16 58.73%
Pre-Provision Profit ($M) $1 +0.15 $1
Cost of Funds (%) 0.50% -0.04 0.54%
Balance Sheet
Total Assets ($M) $245 +8.43 $237
Gross Loans ($M) $130 +7.02 $123
Loan Growth YoY (%) 58.92% +1.49 57.43%
Total Deposits ($M) $218 +6.59 $212
Shareholders Equity ($M) $24 +1.75 $22
Tang. Book Value ($M) $24 +1.75 $22
TBV excl. AOCI ($M)** $28 +1.19 $26
Loan / Deposit Ratio (%) 58.92% +1.49 57.43%
Credit Quality
NPA / Total Assets (%) 0.16% +0.07 0.09%
Allowance / Loans (%) 1.15% -0.08% 1.23%
Net Charge-Off Ratio (%) 0.31% +0.13 0.17%
Capital
Tier 1 Capital Ratio (%) 18.50% -0.36 18.86%
Noninterest income ($0.51M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▃▅▅▆▇█ Net Interest Margin (%) 3.22% 3.43% 3.58% 3.88% 3.96% 4.10% 4.25% 4.52%
▁▂▃▆▆███ Return on Assets (%) 1.32% 1.49% 1.58% 1.87% 1.88% 2.03% 2.08% 2.08%
█▆▇▁▁▁▁▁ Efficiency Ratio (%) 65.3% 62.9% 63.8% 58.7% 59.3% 59.1% 59.1% 58.9%
██▁▂▄▃▂▁ Cost of Funds (%) 0.90% 0.87% 0.45% 0.54% 0.64% 0.57% 0.51% 0.50%
▁▁▁▂█▇█▄ NPA / Assets (%) 0.06% 0.06% 0.05% 0.09% 0.31% 0.30% 0.34% 0.16%
▁▁▁▂███▄ Net Charge-Off Ratio (%) 0.12% 0.10% 0.10% 0.17% 0.62% 0.60% 0.63% 0.31%
▁▄▄▆▇███ Tang. Book Value ($M) $19 $21 $21 $22 $23 $24 $24 $24
▁▁▄▄▃▄██ Gross Loans ($M) $118 $119 $123 $123 $122 $123 $130 $130
▅▆▃▁▄█▁▅ Total Deposits ($M) $219 $221 $216 $212 $217 $223 $213 $218
Portfolio Composition — Q1'26
Loan Mix%
Real Estate83%
C&I / Commercial10%
Consumer4%
Other4%
Deposit Mix%
Nonint.-Bearing Demand42%
Interest-Bearing (core)55%
Brokered / Other4%
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