10.  INCOME TAXES

Provision for income taxes consisted of the following for the years indicated (in thousands):

    

Year Ended March 31

    

2025

    

2024

    

2023

Current

$

1,074

$

967

$

5,754

Deferred

 

261

 

(165)

 

(144)

Total

$

1,335

$

802

$

5,610

The tax effects of temporary differences that give rise to significant portions of deferred tax assets and deferred tax liabilities are as follows at the dates indicated (in thousands):

    

March 31,

    

March 31,

 

2025

 

2024

Deferred tax assets:

Deferred compensation

$

22

$

17

ACL

 

3,758

 

3,768

Accrued expenses

 

185

 

520

Accumulated depreciation and amortization

 

1,079

 

977

Deferred gain on sale

 

 

17

Deferred income

29

43

Net unrealized loss on investment securities available for sale

 

4,201

 

5,093

Operating lease liabilities

1,072

1,387

Other

 

324

 

371

Total deferred tax assets

 

10,670

 

12,193

Deferred tax liabilities:

 

  

 

  

FHLB stock dividends

 

(35)

 

(38)

Prepaid expenses

 

(339)

 

(325)

Operating lease ROU assets

(1,019)

(1,315)

Loan fees/costs

 

(652)

 

(737)

Total deferred tax liabilities

 

(2,045)

 

(2,415)

Deferred tax assets, net

$

8,625

$

9,778

A reconciliation of the Company’s effective income tax rate with the federal statutory tax rate is as follows for the years indicated:

Year Ended March 31, 

    

2025

    

2024

    

2023

Statutory federal income tax rate

 

21.0

%

21.0

%

21.0

%

State and local income tax rate

 

4.0

 

5.2

 

3.0

Employee Stock Ownership Plan ("ESOP") market value adjustment

 

(0.2)

 

(0.5)

 

(0.1)

BOLI

 

(3.2)

 

(4.8)

 

(0.8)

Other, net

 

(0.2)

 

(3.1)

 

0.6

Effective federal income tax rate

 

21.4

%

17.8

%

23.7

%

For the fiscal years ended March 31, 2025 and 2024, the Company utilized a federal corporate income tax rate of 21.0%. The Bank’s retained earnings at March 31, 2025 and 2024 include a base year ACL, which amounted to $2.2 million, for which no federal income tax liability has been recognized. The related unrecognized deferred tax liability at March 31, 2025 and 2024 was $528,000. This represents the balance of the ACL created for tax purposes as of December 31, 1987. This amount is subject to recapture in the unlikely event that the Company’s banking subsidiaries (1) make distributions in excess of current and accumulated earnings and profits, as calculated for federal tax purposes, (2) redeem their stock, or (3) liquidate. Management does not expect this temporary difference to reverse in the foreseeable future.

At March 31, 2025 and 2024, the Company had no unrecognized tax benefits or uncertain tax positions. In addition, the Company had no accrued interest or penalties related to income tax matters as of March 31, 2025 and 2024. It is the Company’s policy to recognize potential accrued interest and penalties related to income tax matters as a component of the provision for

income taxes. The Company is subject to U.S federal and State of Oregon income taxes. The years 2022 to 2024 remain open to examination for federal income taxes, and the years 2021 to 2024 remain open to State of Oregon examination.

Historical Timeline

Fiscal YearFiled
2025Jun 12, 2025Showing above
2024Jun 14, 2024
2023Jun 14, 2023
2022Jun 15, 2022
2021Jun 21, 2021
2020Jun 17, 2020
2019Jun 14, 2019
2018Jun 13, 2018
2017Jun 5, 2017
2016Jun 14, 2016

About Income Taxes Disclosures

The income tax disclosure reveals how much a company actually pays in taxes versus what the statutory rate would predict. Analysts focus on the effective tax rate (ETR) reconciliation, which breaks down every item driving the gap between the 21% federal rate and the company's reported ETR — including R&D credits, foreign rate differentials, and state taxes. Deferred tax assets (DTAs) and their valuation allowances signal management's confidence in future profitability: a rising allowance suggests the company doubts it can use accumulated tax benefits. Uncertain tax benefit (UTB) reserves quantify exposure to IRS challenges on aggressive positions.

Key signals to watch: sudden ETR drops without clear operational reasons, large increases in valuation allowances, growing UTB balances, and significant unremitted foreign earnings. Post-TCJA, pay attention to GILTI and BEAT provisions that affect multinational tax structures. Compare the cash taxes paid (from the cash flow statement) against the income tax provision to gauge earnings quality.