v3.25.4
NET LOANS RECEIVABLE
12 Months Ended
Dec. 31, 2025
NET LOANS RECEIVABLE  
NET LOANS RECEIVABLE

5.       NET LOANS RECEIVABLE

A summary of net loans receivable is as follows (dollars in thousands):

  ​ ​ ​

December 31, 2025

  ​ ​ ​

December 31, 2024

Commercial:

 

  ​

 

  ​

Real estate

$

466,449

$

414,835

Commercial and industrial

 

124,895

 

108,474

Construction

 

169,724

 

130,959

Total commercial

 

761,068

 

654,268

Residential mortgages

 

793,657

 

689,569

Home equity loans and lines

 

97,629

 

94,928

Consumer

 

19,206

 

17,564

 

1,671,560

 

1,456,329

Allowance for credit losses

 

(25,305)

 

(21,754)

Net loans receivable

$

1,646,255

$

1,434,575

Accrued interest receivable on loans totaled $7.4 million and $6.3 million at December 31, 2025 and 2024, respectively. Accrued interest receivable on loans is included in accrued interest receivable on the consolidated statements of condition, and is excluded from the estimate of credit losses.

Net deferred loan costs totaled $11.7 million and $9.8 million at December 31, 2025 and 2024, respectively, and are included in net loans receivable.

The allowance for credit losses on loans is established through a provision for credit losses based on the results of life of loan quantitative models, reserves associated with collateral-dependent loans evaluated individually and adjustments for the impact of current economic conditions not accounted for in the quantitative models. The discounted cash flow methodology is used to calculate the CECL reserve for the commercial, residential mortgages, and home equity loans and lines of credit segments. The allowance for credit losses on loans estimate uses a four-quarter reasonable and supportable forecast period based on economic forecast from the Federal Open Market Committee (“FOMC”) of the Federal Reserve's projections of civilian unemployment and year-over-year U.S. GDP growth. The forecast will revert to long-term economic conditions over a four quarter reversion period on a straight-

line basis. A qualitative factor framework has been developed to adjust the quantitative loss rates for asset-specific risk characteristics or current conditions at the reporting date.

The following table presents the activity in the allowance for credit losses by portfolio segment (dollars in thousands):

 

For the Year Ended December 31, 2025

Beginning

Ending

  ​ ​ ​

Balance

  ​ ​ ​

Provisions

  ​ ​ ​

Charge-offs

  ​ ​ ​

Recoveries

  ​ ​ ​

Balance

Commercial

$

12,067

$

2,694

$

(96)

$

44

$

14,709

Residential mortgages

 

7,930

 

863

(4)

48

 

8,837

Home equity loans and lines of credit

1,185

(20)

(23)

12

1,154

Consumer

572

109

 

(109)

 

33

605

Allowance for credit losses - loans

 

21,754

 

3,646

 

(232)

 

137

 

25,305

Allowance for credit losses - off-balance sheet credit exposures

 

2,190

 

(187)

 

 

 

2,003

Total

$

23,944

$

3,459

$

(232)

$

137

$

27,308

For the Six Months Ended December 31, 2024

 

Beginning

Ending

  ​ ​ ​

Balance

  ​ ​ ​

Provisions

  ​ ​ ​

Charge-offs

  ​ ​ ​

Recoveries

  ​ ​ ​

Balance

Commercial

$

12,504

(540)

(111)

214

$

12,067

Residential mortgages

 

7,706

269

(45)

 

7,930

Home equity loans and lines of credit

1,244

(59)

1,185

Consumer

347

305

(100)

20

572

Allowance for credit losses - loans

 

21,801

 

(25)

 

(256)

 

234

 

21,754

Allowance for credit losses - off-balance sheet credit exposures

 

1,899

291

 

2,190

Total

$

23,700

$

266

$

(256)

$

234

$

23,944

 

For the Six Months Ended December 31, 2023

 

Cumulative Effect

Beginning

Adjustment for the

Ending

  ​ ​ ​

Balance

  ​ ​ ​

Adoption of ASU 2016-13

  ​ ​ ​

Provisions

  ​ ​ ​

Charge-offs

  ​ ​ ​

Recoveries

  ​ ​ ​

Balance

Commercial

$

14,288

(1,307)

(5)

(345)

43

$

12,674

Residential mortgages

 

6,222

(670)

1,418

 

6,970

Home equity loans and lines of credit

1,470

(265)

145

(12)

1

1,339

Consumer

489

(69)

17

(69)

11

379

Allowance for credit losses - loans

 

22,469

 

(2,311)

 

1,575

 

(426)

 

55

 

21,362

Allowance for credit losses - off-balance sheet credit exposures

 

1,624

57

 

1,681

Total

$

22,469

$

(687)

$

1,632

$

(426)

$

55

$

23,043

For the Fiscal Year Ended June 30, 2024

 

Cumulative Effect

  ​ ​ ​

Beginning

Adjustment for the

Ending

Balance

  ​ ​ ​

Adoption of ASU 2016-13

  ​ ​ ​

Provisions

  ​ ​ ​

Charge-offs

  ​ ​ ​

Recoveries

  ​ ​ ​

Balance

Commercial

$

14,288

(1,307)

(205)

(345)

73

$

12,504

Residential mortgages

 

6,222

(670)

2,272

(118)

 

7,706

Home equity loans and lines of credit

1,470

(265)

48

(12)

3

1,244

Consumer

489

(69)

48

(135)

14

347

Allowance for credit losses - loans

 

22,469

 

(2,311)

 

2,163

 

(610)

 

90

 

21,801

Allowance for credit losses - off-balance sheet credit exposures

 

1,624

275

 

1,899

Total

$

22,469

$

(687)

$

2,438

$

(610)

$

90

$

23,700

The following table presents the balance in the allowance for credit losses and allowance for loan losses and the recorded investment in loans by portfolio segment (dollars in thousands):

 

December 31, 2025

 

Residential

  ​ ​ ​

Commercial

  ​ ​ ​

Mortgages

  ​ ​ ​

Home Equity

  ​ ​ ​

Consumer

  ​ ​ ​

Total

Allowance for credit losses:

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

Related to loans individually evaluated

$

123

$

$

$

$

123

Related to loans collectively evaluated

 

14,586

 

8,837

1,154

605

 

25,182

Ending balance

$

14,709

$

8,837

$

1,154

$

605

$

25,305

Loans:

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

Individually evaluated

$

6,074

$

521

$

$

$

6,595

Loans collectively evaluated

 

754,994

 

793,136

 

97,629

 

19,206

 

1,664,965

Ending balance

$

761,068

$

793,657

$

97,629

$

19,206

$

1,671,560

December 31, 2024

 

Residential

  ​ ​ ​

Commercial

  ​ ​ ​

Mortgages

  ​ ​ ​

Home Equity

  ​ ​ ​

Consumer

  ​ ​ ​

Total

Allowance for credit losses:

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

Related to loans individually evaluated

$

$

$

$

$

Related to loans collectively evaluated

 

12,067

 

7,930

1,185

572

 

21,754

Ending balance

$

12,067

$

7,930

$

1,185

$

572

$

21,754

Loans:

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

Individually evaluated

$

$

1,541

$

$

$

1,541

Loans collectively evaluated

 

654,268

 

688,028

 

94,928

 

17,564

 

1,454,788

Ending balance

$

654,268

$

689,569

$

94,928

$

17,564

$

1,456,329

Interest income on nonaccrual loans is recognized using the cost recovery method. Interest income on loans that were on nonaccrual status and cash-basis interest income for the year ended December 31, 2025, the six months ended December 31, 2024 and fiscal year ended June 30, 2024 was nominal.

At various times, certain loan modifications are executed for economic or legal reasons related to a borrower’s financial condition that it would not otherwise consider resulting in a modified loan. Substantially all of these modifications include one or a combination of the following: extension of the maturity date at a stated rate of interest lower than the current market rate for new debt with similar risk; temporary reduction in the interest rate; change in scheduled payment amount including interest only; or extensions of additional credit for payment of delinquent real estate taxes or other costs.

The Company may occasionally make modifications to loans where the borrower is considered to be experiencing financial difficulty. Types of modifications considered include principal reductions, interest rate reductions, other-than-insignificant payment delay, term extensions, or a combination.

The following tables show the amortized cost basis at the end of the reporting period of the loans modified to borrowers experiencing financial difficulty, disaggregated by class of financing receivable and type of concession granted.

 

For the Year Ended December 31, 2025

Other

 

Total

Payment

 

Class Segment

Delay

 

of Loans

Commercial:

 

  ​

 

  ​

Real estate

$

4,410

0.95

%

Commercial and industrial

 

%

Construction

 

%

Residential mortgages

 

%

Home equity loans and lines

 

%

Consumer

 

%

$

4,410

0.26

%

The modifications to borrowers experiencing financial difficulty during the year ended December 31, 2025 provided partial payment deferrals for a weighted average of 0.3 years.

The Company closely monitors the performance of the loans that are modified. The loans that were modified during the prior twelve months preceding December 31, 2025 were all performing within their modified terms with no payment defaults.

At December 31, 2025, loans modified to borrowers experiencing financial difficulty were on non-accrual status. Non-accrual loans that are modified to borrowers experiencing financial difficulty remain on non-accrual status until the borrower has demonstrated performance under the modified terms.

There were no modifications to loans where the borrower was considered to be experiencing financial difficulty for the six months ended December 31, 2024 and fiscal year ended June 30, 2024.

The following table presents the recorded investment in nonaccrual loans and loans past due over 90 days still on accrual by class of loans (dollars in thousands):

 

December 31, 2025

  ​ ​ ​

  ​ ​ ​

Nonaccrual

  ​ ​ ​

Past Due

  ​ ​ ​

 

Loans With

 

90 Days

 

 

No Related

 

Still on 

 

Recognized

Nonaccrual

 

Allowance

 

Accrual

 

Interest Income

Commercial:

 

  ​

 

  ​

 

  ​

 

  ​

Real estate

$

6,074

$

5,231

$

6

$

Commercial and industrial

 

3

 

 

 

Construction

 

 

 

 

Residential mortgages

 

3,860

 

521

 

 

Home equity loans and lines

 

1,307

 

 

 

Consumer

 

 

 

 

$

11,244

$

5,752

$

6

$

 

December 31, 2024

  ​ ​ ​

  ​ ​ ​

Nonaccrual

  ​ ​ ​

Past Due

  ​ ​ ​

 

Loans With

 

90 Days

 

 

No Related

 

Still on 

 

Recognized

Nonaccrual

 

Allowance

 

Accrual

 

Interest Income

Commercial:

 

  ​

 

  ​

 

  ​

 

  ​

Real estate

$

$

$

1

$

Commercial and industrial

 

10

 

 

 

Construction

 

 

 

 

Residential mortgages

 

4,127

 

1,541

 

 

Home equity loans and lines

 

1,109

 

 

 

Consumer

 

 

 

 

$

5,246

$

1,541

$

1

$

Nonaccrual loans and loans past due 90 days still on accrual include both smaller balance homogeneous loans that are collectively evaluated for impairment and individually evaluated loans.

A loan is considered collateral-dependent when the borrower is experiencing financial difficulty and repayment of the loan is expected to be provided substantially through the operation or sale of the collateral.

The following table presents the amortized cost basis of collateral-dependent loans by class of loans (dollars in thousands):

 

December 31, 2025

Amortized Cost

 

Collateral Type

Commercial:

 

  ​

 

  ​

Real estate

$

6,074

Commercial real estate property

Commercial and industrial

 

Construction

 

Residential mortgages

 

521

Residential real estate property

Home equity loans and lines

 

Consumer

 

$

6,595

 

December 31, 2024

Amortized Cost

 

Collateral Type

Commercial:

 

  ​

 

  ​

Real estate

$

Commercial and industrial

 

Construction

 

Residential mortgages

 

1,541

Residential real estate property

Home equity loans and lines

 

Consumer

 

$

1,541

The following table presents the aging of the recorded investment in loans by class of loans (dollars in thousands):

 

December 31, 2025

 

30 - 59

 

60 - 89

 

90 or more

 

Days

 

Days

 

Days

 

Total

 

Loans Not

  ​ ​ ​

Past Due

  ​ ​ ​

Past Due

  ​ ​ ​

Past Due

  ​ ​ ​

Past Due

  ​ ​ ​

Past Due

  ​ ​ ​

Total

Commercial:

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

Real estate

$

1

$

3

$

6,080

$

6,084

$

460,365

$

466,449

Commercial and industrial

 

23

 

 

 

23

 

124,872

 

124,895

Construction

 

 

 

 

 

169,724

 

169,724

Residential mortgages

 

 

2,322

 

471

 

2,793

 

790,864

 

793,657

Home equity loans and lines

 

660

 

216

 

392

 

1,268

 

96,361

 

97,629

Consumer

 

2,585

 

 

 

2,585

 

16,621

 

19,206

Total

$

3,269

$

2,541

$

6,943

$

12,753

$

1,658,807

$

1,671,560

 

December 31, 2024

 

30 - 59

 

60 - 89

90 or more

 

Days

 

Days

 

Days

 

Total

 

Loans Not

  ​ ​ ​

Past Due

  ​ ​ ​

Past Due

  ​ ​ ​

Past Due

  ​ ​ ​

Past Due

  ​ ​ ​

Past Due

  ​ ​ ​

Total

Commercial:

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

Real estate

$

6,734

$

$

1

$

6,735

$

408,100

$

414,835

Commercial and industrial

 

5

 

 

 

5

 

108,469

 

108,474

Construction

 

 

 

 

 

130,959

 

130,959

Residential mortgages

 

 

888

 

1,515

 

2,403

 

687,166

 

689,569

Home equity loans and lines

 

1,198

 

67

 

567

 

1,832

 

93,096

 

94,928

Consumer

 

7

 

6

 

 

13

 

17,551

 

17,564

Total

$

7,944

$

961

$

2,083

$

10,988

$

1,445,341

$

1,456,329

The Company categorizes commercial loans into risk categories based on relevant information about the ability of borrowers to service their debt such as: current financial information, historical payment experience, credit documentation, public information, and current economic trends, among other factors. The Company analyzes commercial loans individually by classifying the loans as to credit risk. The Company uses the following definitions for risk ratings:

Special Mention – Loans classified as special mention have a potential weakness that deserves management’s close attention. If left uncorrected, these potential weaknesses may result in deterioration of the repayment prospects for the loan or of the institution’s credit position at some future date.

Substandard – Loans classified as substandard are inadequately protected by the current net worth and paying capacity of the obligor or of the collateral pledged, if any. Loans so classified have a well-defined weakness or weaknesses that jeopardize the liquidation of the debt. They are characterized by the distinct possibility that the institution will sustain some loss if the deficiencies are not corrected.

Doubtful – Loans classified as doubtful have all the weaknesses inherent in those classified as substandard, with the added characteristic that the weaknesses make collection or liquidation in full, on the basis of currently existing facts, conditions, and values, highly questionable and improbable.

Commercial loans not meeting the criteria above are considered to be pass rated loans.

The Company grades residential mortgages, home equity loans and lines of credit and consumer loans as either non-performing or performing.

Non-performing – Loans that are over 90 days past due and still accruing interest or on nonaccrual.

Performing – Loans not meeting any of the above criteria are considered to be performing loans.

The following table presents loans summarized by segment and class, and the risk category (dollars in thousands):

Term Loans Amortized Cost Basis by Origination Year

 

Revolving

 

Revolving

 

2024

Loans

 

Loans

Transition

Amortized

Converted

December 31, 2025

2025

Period

2024

2023

2022

Prior

Cost Basis

to Term

Total

Commercial real estate

 Risk Rating

Pass

$

58,001

$

13,931

$

49,810

$

43,497

$

53,003

$

221,781

$

804

$

$

440,827

Special mention

451

5,571

6,022

Substandard

224

2,072

15,442

1,018

18,756

Doubtful

844

844

Total commercial real estate

$

58,001

$

13,931

$

49,810

$

44,172

$

55,075

$

243,638

$

1,822

$

$

466,449

Current period gross charge-offs

$

$

$

$

$

69

$

$

$

$

69

Commercial and industrial

 Risk Rating

Pass

$

31,169

$

9,030

$

12,433

$

3,588

$

2,533

$

7,307

$

55,233

$

$

121,293

Special mention

1,382

1,382

Substandard

12

2,130

3

2,145

Doubtful

75

75

Total commercial and industrial

$

31,169

$

9,030

$

12,433

$

3,588

$

2,545

$

10,894

$

55,236

$

$

124,895

Current period gross charge-offs

$

$

$

$

$

$

27

$

$

$

27

Commercial construction

 Risk Rating

Pass

$

34,766

$

49,481

$

46,500

$

5,237

$

18,007

$

15,733

$

$

$

169,724

Special mention

Substandard

Doubtful

Total commercial construction

$

34,766

$

49,481

$

46,500

$

5,237

$

18,007

$

15,733

$

$

$

169,724

Current period gross charge-offs

$

$

$

$

$

$

$

$

$

Residential mortgages

Performing

$

144,861

$

88,510

$

172,024

$

179,426

$

38,112

$

166,745

$

119

$

$

789,797

Non-performing

495

1,104

483

1,778

3,860

Total residential mortgages

$

144,861

$

88,510

$

172,519

$

180,530

$

38,595

$

168,523

$

119

$

$

793,657

Current period gross charge-offs

$

$

$

$

4

$

$

$

$

$

4

Home equity loans and lines of credit

Performing

$

2,791

$

2,214

$

5,178

$

5,141

$

8,088

$

14,306

$

56,032

$

2,572

$

96,322

Non-performing

135

1,172

1,307

Total home equity loans and lines of credit

$

2,791

$

2,214

$

5,178

$

5,141

$

8,088

$

14,441

$

57,204

$

2,572

$

97,629

Current period gross charge-offs

$

$

$

$

$

$

23

$

$

$

23

Consumer

Performing

$

1,595

$

4,265

$

3,317

$

303

$

25

$

2,910

$

6,791

$

$

19,206

Non-performing

Total consumer

$

1,595

$

4,265

$

3,317

$

303

$

25

$

2,910

$

6,791

$

$

19,206

Current period gross charge-offs

$

98

$

$

$

6

$

4

$

1

$

$

$

109

Term Loans Amortized Cost Basis by Origination Year

 

Revolving

 

Revolving

 

2024

Loans

 

Loans

Transition

Amortized

Converted

December 31, 2024

Period

2024

2023

2022

2021

Prior

Cost Basis

to Term

Total

Commercial real estate

 Risk Rating

Pass

$

11,873

$

33,387

$

46,482

$

54,961

$

22,212

$

223,547

$

531

$

$

392,993

Special mention

4,918

4,918

Substandard

2,198

13,634

1,092

16,924

Doubtful

Total commercial real estate

$

11,873

$

33,387

$

46,482

$

57,159

$

22,212

$

242,099

$

1,623

$

$

414,835

Current period gross charge-offs

$

$

$

$

$

$

$

$

$

Commercial and industrial

 Risk Rating

Pass

$

11,089

$

13,794

$

5,472

$

4,377

$

2,459

$

9,354

$

59,342

$

$

105,887

Special mention

Substandard

15

2,304

151

2,470

Doubtful

117

117

Total commercial and industrial

$

11,089

$

13,794

$

5,472

$

4,392

$

2,459

$

11,775

$

59,493

$

$

108,474

Current period gross charge-offs

$

$

$

$

$

21

$

66

$

24

$

$

111

Commercial construction

 Risk Rating

Pass

$

19,210

$

51,227

$

8,814

$

31,700

$

17,582

$

1,489

$

937

$

$

130,959

Special mention

Substandard

Doubtful

Total commercial construction

$

19,210

$

51,227

$

8,814

$

31,700

$

17,582

$

1,489

$

937

$

$

130,959

Current period gross charge-offs

$

$

$

$

$

$

$

$

$

Residential mortgages

Performing

$

71,164

$

187,372

$

198,502

$

41,117

$

54,754

$

132,419

$

114

$

$

685,442

Non-performing

1,140

516

2,471

4,127

Total residential mortgages

$

71,164

$

187,372

$

199,642

$

41,633

$

54,754

$

134,890

$

114

$

$

689,569

Current period gross charge-offs

$

$

$

41

$

$

$

4

$

$

$

45

Home equity loans and lines of credit

Performing

$

2,465

$

6,219

$

5,949

8,955

$

3,209

$

13,561

$

51,312

$

2,149

$

93,819

Non-performing

95

194

820

1,109

Total home equity loans and lines of credit

$

2,465

$

6,219

$

5,949

$

9,050

$

3,209

$

13,755

$

52,132

$

2,149

$

94,928

Current period gross charge-offs

$

$

$

$

$

$

$

$

$

Consumer

Performing

$

1,226

$

5,249

$

556

$

73

$

45

$

3,222

$

7,193

$

$

17,564

Non-performing

Total consumer

$

1,226

$

5,249

$

556

$

73

$

45

$

3,222

$

7,193

$

$

17,564

Current period gross charge-offs

$

46

$

15

$

7

$

3

$

$

29

$

$

$

100

At December 31, 2025 and 2024, the Company had residential real estate loans in process of foreclosure of $377,000 and $948,000, respectively.

As of December 31, 2025 and 2024, the Company had pledged $777.1 million and $672.3 million, respectively, of residential mortgage, home equity and commercial loans as collateral for FHLBNY borrowings and stand-by letters of credit.

At December 31, 2025 and 2024, loans to executive officers, directors, or to associates of such persons, as well as activity in such loans for the years then ended were immaterial as a percentage of total loans receivable.

The Company retains the servicing rights on certain mortgage loans sold, and may release the servicing rights on others. Total residential mortgage loans serviced by the Company for unrelated third parties were approximately $16.9 million and $15.7 million at December 31, 2025 and 2024, respectively. At December 31, 2025 and 2024, the unamortized balance of mortgage servicing rights on loans sold with servicing retained was approximately $157,000 and $140,000,  respectively. The estimated fair value of these mortgage servicing rights was in excess of their carrying value at December 31, 2025 and 2024, and therefore no valuation reserve was necessary. At December 31, 2025 and 2024, the Company held escrow funds in trust on loans serviced for others of $358,000 and $336,000, respectively.