COMMUNITY FIRST BANK
Menahga, MN FDIC 5197 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.00% +0.34 1.66%
Return on Equity (%) 16.26% +1.64 14.62%
Net Interest Margin (%) 3.89% +0.56 3.33%
Efficiency Ratio (%) 52.68% -5.09 57.77%
Pre-Provision Profit ($M) $1 +0.15 $1
Cost of Funds (%) 1.44% -0.15 1.59%
Balance Sheet
Total Assets ($M) $126 +6.33 $120
Gross Loans ($M) $66 -0.40 $66
Loan Growth YoY (%) 59.57% -3.69 63.26%
Total Deposits ($M) $109 +5.72 $103
Shareholders Equity ($M) $16 +1.55 $14
Tang. Book Value ($M) $15 +1.55 $13
TBV excl. AOCI ($M)** $17 +1.62 $15
Loan / Deposit Ratio (%) 59.57% -3.69 63.26%
Credit Quality
NPA / Total Assets (%) 0.53% -0.21 0.74%
Allowance / Loans (%) 1.41% -0.01% 1.42%
Net Charge-Off Ratio (%) 0.18% -1.17 1.35%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($0.24M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▄▅▆▆█ Net Interest Margin (%) 2.96% 3.00% 3.12% 3.33% 3.43% 3.57% 3.65% 3.89%
▁▁▁▆▅▅▄█ Return on Assets (%) 1.05% 1.09% 1.06% 1.66% 1.58% 1.60% 1.51% 2.00%
███▃▃▃▄▁ Efficiency Ratio (%) 67.4% 66.8% 67.8% 57.8% 57.6% 58.2% 60.1% 52.7%
█▆▆▅▄▃▃▁ Cost of Funds (%) 1.70% 1.60% 1.62% 1.59% 1.54% 1.51% 1.52% 1.44%
▂▁▆██▇▅▆ NPA / Assets (%) 0.22% 0.09% 0.55% 0.74% 0.76% 0.65% 0.49% 0.53%
▂▁▆██▇▅▁ Net Charge-Off Ratio (%) 0.36% 0.15% 0.96% 1.35% 1.41% 1.17% 0.90% 0.18%
▁▄▂▄▆███ Tang. Book Value ($M) $12 $13 $12 $13 $14 $15 $15 $15
█▅▇▁▄█▅▁ Gross Loans ($M) $69 $68 $69 $66 $67 $70 $68 $66
▁▄▄▃▆███ Total Deposits ($M) $101 $104 $104 $103 $106 $109 $108 $109
Portfolio Composition — Q1'26
Loan Mix%
Real Estate52%
C&I / Commercial34%
Agricultural6%
Consumer7%
Deposit Mix%
Nonint.-Bearing Demand18%
Interest-Bearing (core)74%
Brokered / Other8%
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