NOTE 7 – GOODWILL AND CORE DEPOSIT INTANGIBLES

The assets and liabilities acquired in business combinations are recorded at their estimated fair values at the acquisition date. The excess of the purchase price over the estimated fair value of the net assets for tax free acquisitions is recorded as goodwill, none of which is deductible for tax purposes. The excess of the purchase price over the estimated fair value of the net assets for taxable acquisitions is recorded as goodwill and is deductible for tax purposes.

As of December 31, 2025, and December 31, 2024, management conducted a qualitative evaluation of current economic conditions, Company performance, stock price and other pertinent factors, finally concluding that no goodwill impairment is warranted at this time.

The carrying basis of goodwill and core deposit intangibles as of and for the years ended December 31, 2025 and 2024, were as follows.

 

 

Goodwill

 

 

Core Deposit

 

Balance as of January 1, 2024

 

$

53,101

 

 

$

7,222

 

Acquired in acquisition

 

 

 

 

 

12,036

 

Amortization

 

 

 

 

 

(4,289

)

Balance as of December 31, 2024

 

 

53,101

 

 

 

14,969

 

Acquired in acquisition

 

 

29,000

 

 

 

11,168

 

Amortization

 

 

 

 

 

(4,503

)

Balance as of December 31, 2025

 

$

82,101

 

 

$

21,634

 

Estimated core deposit intangibles amortization expense for each of the following five years and thereafter is listed in the following table.

Expensed in one year or less

 

$

4,585

 

Expensed after one year through two years

 

 

3,745

 

Expensed after two years through three years

 

 

2,997

 

Expensed after three years through four years

 

 

2,476

 

Expensed after four years through five years

 

 

2,100

 

Thereafter

 

 

5,731

 

Total

 

$

21,634

 

Historical Timeline

Fiscal YearFiled
2025Mar 6, 2026Showing above
2024Mar 7, 2025
2023Mar 7, 2024
2022Mar 9, 2023
2021Mar 9, 2022
2020Mar 9, 2021
2019Mar 10, 2020
2018Mar 20, 2019
2017Mar 16, 2018
2016Mar 16, 2017
2015Mar 17, 2016

About Goodwill & Intangibles Disclosures

Goodwill and intangible asset disclosures reveal the premium paid in acquisitions and how management assesses whether that premium retains its value. Since goodwill is no longer amortized under US GAAP, the annual impairment test is the only mechanism that adjusts carrying values downward — making the assumptions behind that test critically important for investors.

Key signals: a history of goodwill impairments suggests management consistently overpays for acquisitions. Watch the gap between reporting unit fair value and carrying amount — when fair value exceeds carrying amount by less than 10-20%, a small decline in business performance could trigger a write-down. For finite-lived intangibles, examine useful life assumptions across customer relationships, technology, and trade names; aggressive estimates inflate near-term earnings. Compare total intangibles-to-total-assets ratios against peers to assess acquisition dependency. Rising goodwill as a percentage of equity can signal balance sheet fragility.