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Bar Harbor Bankshares

bhb · AMEX Financial Services
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Ticker bhb
Exchange AMEX
Sector Financial Services
Industry Banks - Regional
Employees 458
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FY2015 Annual Report · Bar Harbor Bankshares
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2015  S U M M A R Y   A N N UA L   R E P O R T

B A R   H A R B O R   B A N K S H A R E S 

INVESTING, GROWING, EVOLVING 

Staying True to Our Culture

 
Bar Harbor Bank & Trust 

Founded in 1887, Bar Harbor Bank & Trust (the “Bank”) is a true community bank with 15 locations from 

Lubec to Topsham, Maine, offering a full range of financial products and services for families, businesses, 

municipalities, and non-profit organizations. Bar Harbor Trust Services, a subsidiary of the Bank, and Bar 

Harbor Financial Services, a branch of Infinex Investments, Inc., an independent third party broker, pro-

vide retirement planning, investment management, brokerage, and insurance services to a wide variety 

of individual, non-profit, and municipal clients. Bar Harbor Bankshares (“BHB” or the “Company”) is the 

parent company of Bar Harbor Bank & Trust (“BHBT”).

FIVE KEY BEHAVIORS

COMMUNICATION 
PRACTICE communication  
(Positive, Respect, Active, 
 Clear, Timely, Intentional,  
Considerate, Empathetic)

APPRECIATION 
express genuine 
appreciation

BUILD  
COMMUNITY 
treat every person in  
the Company as your  
best customer

TEAMWORK 
support and respect  
others, working  
collaboratively  
for success

POSITIVE  
ATTITUDE 
energize your  
environment—lead  
with a positive attitude!

These Five Key Behaviors guide employees to live the Bar Harbor Bank & Trust brand 
promise every day as they deliver service to customers. Employees are recognized and 
rewarded for actively demonstrating these behaviors in their daily work.

Bar Harbor Bankshares        1        2015 SUMMARY ANNUAL REPORT

DEAR FELLOW SHAREHOLDERS,

Growing revenue, stable credit quality,  

and strong capital levels are the result  

of a model committed to a balance  

between growth and earnings.

Curtis C. Simard, President and Chief Executive Officer 

Peter Dodge, Chairman

During 2015 we remained loyal to our goals of the 
previous few years, specifically focusing on evolving 
our bank while preserving the culture and customer 
centric approach that has driven very strong results 
year in and year out. In fact, the commitment and pas-
sion of our team delivered our tenth consecutive year 
of record earnings in 2015 and enabled increases to  
our dividend in each quarter, raising the total to nine-
teen consecutive quarters. Along similar lines, Total 
Shareholder Return (TSR) continues to become a hall-
mark of our company, appreciably exceeding the S&P 
500 and several other market and peer measures over 
the five-year average. This continues to confirm that we 
are a positive outlier when defined by demonstration 
of shareholder value. We are proud to highlight several 
notable performance metrics that drove these achieve-
ments including:

•  Total Asset growth of 8.3% led by average earning asset 
growth of $97.3 million, which is 29% higher than last 
year’s respectable increase in earning assets.

•  Loan balance increases of $71.0 million, centered in  
commercial loan growth of $51.1 million or 11.2%. 
Growth continues to be concentrated in high quality, 

well-recognized relationships that have long track records 
of success with multiple product needs from the Bank.

•  Stable credit quality deliverables with non-performing 

loans to total loans at year-end of 0.71%.

•  Total deposit growth of $84.7 million or 9.9%. We have 
targeted core transaction accounts that represent low 
cost funding, increasing these categories by $66.1 million 
or 13.8%. 

•  Effective containment of expenses with an efficiency ratio 
of 56.3% despite continued investment in the Company.

•  Comfortable maintenance of the regulatory standards of 

a “well capitalized” institution on all levels. 

We believe that positive employee and customer expe-
riences naturally translate into shareholder value and 
therefore are our greatest passions.

Behind the Numbers and Being Forward Thinking 
Our performance has been consistent, our culture is 
intact, and our Total Shareholder Return is one of the 
most satisfying metrics to report. While appreciating 
our success is much deserved by the very team that 
worked so diligently on its creation, we are instead 
focused on how to better position our future. With 

Bar Harbor Bankshares        2        2015 SUMMARY ANNUAL REPORT

 
 
Growing revenue, stable credit quality,  

and strong capital levels are the result  

of a model committed to a balance  

between growth and earnings.

various competitors in every market segment having 
rehabilitated any remaining issues, there is extreme 
competition for every loan and deposit. The result is 
tightening margin pressure at every turn. We have 
responded by reinforcing a strong team, embracing 
our model of balancing growth and earnings, and con-
firming our strategic initiatives to secure our current 
performance—knowing that preparation for increas-
ingly dynamic markets ahead is necessary. We have 
continued to be relentless in our pursuit of correcting 
blind spots and are focusing on those that we feel 
pose the greatest risk. Our team is engaged to address 
them not only to preserve our current position but also 
to anticipate future opportunities despite potential 
headwinds. In short, we are making good use of record 
earnings to invest for our future. 

Aggressive Sales Calling and Improved  
Attention to Small Business 
During 2015, we put every commercial, small business 
and consumer sales officer through extensive training 
based on outward client maintenance programs and 
new customer prospecting. While this on the surface 
may seem intuitive, our well recognized brand aware-
ness could potentially cause periodic complacency. 
Ensuring our focus and developing sales skills are daily 
commitments. Having the right products goes hand  
in hand with team skill development. We recently  
completed a year-plus-long development and installa-
tion of an improved delivery model for expediting 
small business loans. The system had to be carefully 
designed to ensure proper credit underwriting, but  
a much improved turnaround time and more consis-
tent product was the needed outcome. Whether 
through products or training, we are providing our 
teams with the tools necessary to articulate the value  
in the exemplary service we provide everyday.

Investment in Leadership 
In planning for our future, we undertook a careful,  
yet deliberate project to examine our organizational 
structure from many angles. Over the past 15 months, 
we have made adjustments to many divisions through-
out the Bank to better position our ongoing evolution 
and forward vision, but with an unrelenting commit-
ment to our culture. In short, the prevailing question 
remains obvious: how do we perform better while 
preserving the environment that has been a true differ-
entiator for us? We came to the conclusion that we 
needed to invest in the right personnel, both existing 
leaders and catalyst recruits alike, while investing in 
technology for long-term efficiency gains and to 
meet growing customer expectations. This created  
a clear need for leaders who:

•  effectively coach and support those around them, 

• live the brand consistently, 

•  develop more advanced process and procedures,

• are viewed as leaders in their community,

•  and demonstrate the ability and willingness to take on 
additional responsibility.

As a result, included in this year’s report is a section  
on our newly created SVP level of leadership. This is 
about recognizing key performers and making more 
resources available to better support our colleagues, 
our customers, and our communities while pressing  
to meet our growth desires. Together we can drive 
employee productivity while remaining committed  
to our risk appetite and controls measures.

Investment in Risk and Credit Infrastructure 
We strive to maintain a moderate-to-low risk profile.  
As such, we have continued to invest in risk and credit 
infrastructure. We have attracted needed personnel 

Bar Harbor Bankshares        3        2015 SUMMARY ANNUAL REPORT

 
 
with experience across industries to better anticipate 
future challenges in the lending community as we 
have already seen responsible lending structure and 
pricing come under fire. Their experience has enabled 
us to create a cohesive dialogue around growth poten-
tial so that it can be energetic while being protective 
and measured. We believe risk management and 
responsible growth do not have to be mutually exclusive. 

Investment in Products and Technology 
We continue to embrace technology advancement in 
our company. We are investing in our mobile platforms 
and other products suites such as cash management 
that is required to better capture a higher portion of 
deposit “wallet” share from customers located beyond 
our immediate branch footprint and as our lending 
proficiency extends beyond commercial real estate 
lending. The latter dovetails nicely when combined 
with the experience of the credit governance and 
lending teams. This also requires having an integrated 
team of experienced IT professionals that can deliver 
expanding platforms safely while also absorbing the 
growth we seek. 

Evolving a time-tested brand is something to embrace 
and encourage. Always looking to advance our potential 
is compulsory in today’s very competitive, highly  
regulated banking industry. Our understanding of this 
signals a deeply unified team whose focus is on appre-
ciating our past while relentlessly pursuing future per-
formance for our shareholders in a changing world. 

On behalf of the Board of Directors and the entire Bar 
Harbor Bankshares team, it is our privilege to thank you, 
our fellow shareholders, for your continued confidence 
and loyalty.

Curtis C. Simard 
President and Chief Executive Officer

Peter Dodge 
Chairman

Bar Harbor Bankshares        4        2015 SUMMARY ANNUAL REPORT

 
250

200

150

100

50

0

The graph below matches Bar Harbor Bankshares’ cumulative 5-Year total shareholder return on common stock 
with the cumulative total returns of the NYSE MKT Composite Index, the S&P 500 Index, and the ABA Nasdaq 
Community Bank Index. The graph tracks the performance of a $100 investment in our common stock and in 
each index (with the reinvestment of all dividends) from 12/31/2010 to 12/31/2015.

COMPARISON OF 5-YEAR CUMULATIVE TOTAL RETURN*
Among Bar Harbor Bankshares, the NYSE MKT Composite Index, the S&P 500 Index and ABA  Nasdaq Community Bank Index

$250

200

150

100

50

0

12/10

12/11

12/12

12/13

12/14

12/15

Bar Harbor Bankshares 

NYSE MKT Composite

S&P 500

ABA Nasdaq Community Bank Index

*$100 invested on12/31/10 in stock or index, including reinvestment of dividends. 
  Fiscal year ending December 31.

Copyright © 2016 S&P, a division of McGraw-Hill Financial. All rights reserved. 

12/10

12/11

12/12

12/13

12/14

12/15

Bar Harbor Bankshares
NYSE MKT Composite
S&P 500
ABA Nasdaq Community Bank Index

100.00
100.00
100.00
100.00

107.22
104.50
102.11
94.19

124.62
110.18
118.45
109.44

153.27
118.63
156.82
154.36

190.34
120.72
178.29
161.15

210.93
107.77
180.75
176.07

The stock price performance included in this graph is not necessarily indicative of future stock 
price performance.

Bar Harbor Bankshares        5        2015 SUMMARY ANNUAL REPORT

INVESTING IN OUR FACILITIES, OUR PEOPLE,  
AND OUR PROCESSES

Bar Harbor Bankshares        6        2015 SUMMARY ANNUAL REPORT

INVEST

We are very excited to be reinvesting in our 
headquarters! The patience and outright  
enthusiasm for this project by all involved is  
a material statement about the bright future  
of our Company.

2015 was a year of evolutionary change at Bar Harbor 
Bank & Trust. The changes were necessary to properly 
support our current company and position us for 
future growth in a sound and organized manner. 
Guided by the strategic planning process started in 
2013, quarterly the Senior Executive Team meets  
to track our performance against our goals. Some 
achievements made in 2015 include investments in 
our facilities, our people and our processes. 

In October 2015, we began much needed and exten-
sive renovations to our home office in Bar Harbor; the 
branch and three floors of offices. E.L. Shea, a well- 
respected local company, is the general contractor 
employing many area tradespeople to do the con-
struction work, during what is otherwise known as 
the “slow” season in our region. 

The project includes a complete renovation of the exist-
ing 82 Main Street building to preserve the building  

as well as to improve efficiency, security, privacy, and 
work flow. In addition, issues of proper temperature 
control, ventilation, and weatherization are being 
addressed. Upgrades to technology infrastructure, 
lighting, electrical, insulation, heating and cooling,  
furniture, and flooring are included. 

The project is being staged in sections over a 
16-month period, maintaining staffing and service 
levels with minimal interruption. This leaves parts of 
the building free from disruption while other areas are 
under construction. Phase one included renovations 
of the Executive and Human Resources areas, which 
were completed in December 2015. The second 
phase began in January 2016 and is expected to be 
completed during the second half of April. When 
complete, we will be able to take much pride in the 
new, fresh, clean and neat appearance of this place 
we call home. 

Bar Harbor Bankshares        7        2015 SUMMARY ANNUAL REPORT

WE CONTINUE TO INVEST IN OUR PEOPLE,  
OUR MOST IMPORTANT ASSET

are helping to meet our objectives in evolving to 
become a better bank, starting from an already 
strong foundation. 

Speaking of a strong foundation, in Bank Director maga-
zine’s annual list of the highest performing public 
banks published in July 2015, in the $1–$5B asset size, 
Bar Harbor Bank & Trust was named 52nd in the entire 
nation, compared to our ranking last year as 98th. This 
makes us the highest Maine-based bank on the list and 
in the top four in New England! Additionally, in the May 
2015 issue of American Banker magazine, Bar Harbor 
Bank & Trust was named one of the Top 200 Publicly 
Traded Community Banks & Thrifts in the country. 

How do we perform better while preserving our cultural 
environment, which is a true differentiator for us? We 
continue to invest in our people, our most important 
asset, as they embody the culture of the organization. 

During 2015 staffing and organizational structure 
changes were made to better position the Company 
for future growth. Keeping as our guide the best pos-
sible employee and customer experience, there was a 
clear need for leaders who can support teams charged 
with successfully meeting the growing expectations 
of our bank. Our new team of Senior Vice Presidents 
can be found on page 12.

Many of these leaders were promoted from within 
our Company while others were catalyst hires across 
many disciplines. Some moved to Maine “from away,” 
relocating their families to our local communities. 
These individuals are key leaders, providing resources 
throughout the Company to better support our 
growth endeavors. These organizational alignments 

Bar Harbor Bankshares        8        2015 SUMMARY ANNUAL REPORT

G R OW

Organizational alignments are helping to meet 
our objectives in evolving to become a better bank, 
starting from an already strong foundation.

Bar Harbor Bankshares        9        2015 SUMMARY ANNUAL REPORT

WE ARE FULLY COMMITTED TO EMBRACING TECHNOLOGY

E V O LV E

Our commitment to technology is imperative 
given the expectations of our company not  
only in terms of efficiency and security, but  
also in achieving an improved customer and 
employee experience.

Bar Harbor Bankshares        10        2015 SUMMARY ANNUAL REPORT

When it comes to evolving your bank for the future, 
much of the future rests in technology. And, our com-
mitment to technology is imperative given the expec-
tations of our company not only in terms of efficiency 
and security, but also in achieving an improved cus-
tomer and employee experience which drive growth 
and performance.

Our Information Technology (IT) division is now under 
the management of Joe Scully, SVP giving us a renewed 
and expanded focus on IT, reorganizing the depart-
ment into four dedicated service groups. These teams 
are talented and well equipped to tackle the growth 
challenges that lie ahead. With these changes to tech-
nology infrastructure, we are clearly growing the 
bank, advancing security protocols, and rolling out 
new products.

During 2015 we invested in our Community Banking 
team, training, and delivery channels to substantially 
improve small business, consumer, and residential 
lending. This included changes in process workflow 
throughout the bank, improving the efficiency, con-
sistency and responsiveness of small business lending 
(i.e. loans less than $250,000) within the branch system. 
It also provides clarity in decision making as we seek 
to grow our company, while keeping decisions local. 
Newly implemented lending systems are helping us 
achieve our strategic goal of streamlining loan origi-
nation and reducing our lending decision times to a 
matter of minutes. This greatly improves customer 
and employee experience in loans originated through 
our branch network.

Moving into 2016, we will continue to invest, grow  
and evolve into a better bank for our communities, 
our customers, our shareholders, and ourselves.

Bar Harbor Bankshares        11        2015 SUMMARY ANNUAL REPORT

OUR NEWEST  
SENIOR VICE  
PRESIDENTS 

Bar Harbor Bankshares        12        2015 SUMMARY ANNUAL REPORT

From left to right:

Lisa L. Parsons
SVP/Regional Market Manager
B. Edwin Wyatt , Jr.
SVP/Director of Community Banking
Joseph P. Scully
SVP/Director of Technology  
& Project Management
Samuel S. McGee
SVP/Senior Relationship Manager, 
Middle Market

Lisa F. Veazie
SPV/Regional Market Manager
Charles C. Thomas
SVP/Chief Credit Officer
R. Stephen Gurin, Jr.
SVP/Team Lead, Business Banking
Johanne H. Lapointe
SVP/Internal Audit

Sara H. O’Connell
SVP/Human Resources & EEO Officer
Lori L. Doak
SVP/Operations
David S. Cohen
SVP/Controller & Assistant Treasurer
Shawn R. Megathlin
SVP/Corporate Compliance

Karri A. Bailey
SVP/Managed Assets Group
Adam L. Robertson
SVP/Senior Relationship Manager, 
Middle Market.

Bar Harbor Bankshares        13        2015 SUMMARY ANNUAL REPORT

Bar Harbor Bankshares
SENIOR EXECUTIVE TEAM

Bar Harbor Bankshares
BOARD OF DIRECTORS 

Stephen M. Leackfeldt 
Executive Vice President,  
Retail Banking 
Marcia T. Bender 
Senior Vice President,  
Retail Banking and BSA Officer
Richard B. Maltz 
Executive Vice President,  
Chief Risk Officer

Daina H. Hill 
Lincolnville, ME  
Owner of Inn at Sunrise Point
Scott G. Toothaker 
Ellsworth, ME 
Certified Public Accountant 
Shareholder of  
Melanson Heath & Co.
Peter Dodge 
Blue Hill, ME 
Chairman of the Board 
Retired President and  
Insurance Agent,  
Peter Dodge Agency d/b/a Merle B. 
Grindle Agency, John R. Crooker 
Agency, and The Endicott Agency
Lauri E. Fernald  
Mt. Desert, ME 
Certified Funeral Service Practitioner 
and Owner of Jordan-Fernald 
Funeral Home
Martha T. Dudman 
Northeast Harbor, ME  
Published Author, 
Former President of Dudman 
Communications

Curtis C. Simard 
President and Chief  
Executive Officer 
Marsha C. Sawyer 
Executive Vice President, Human 
Resources
Joseph M. Pratt 
Senior Vice President, President  
Bar Harbor Trust Services
Gerald Shencavitz 
Executive Vice President, Chief 
Operating Officer, Chief Financial 
Officer and Treasurer
Gregory W. Dalton 
Executive Vice President, 
Business Banking

Kenneth E. Smith 
Bar Harbor, ME 
Owner and Innkeeper of  
Manor House Inn
Curtis C. Simard 
Mt. Desert, ME  
President and Chief  
Executive Officer of the  
Company and the Bank
David B. Woodside 
Bar Harbor, ME 
Chief Executive Officer of  
The Acadia Corporation
Matthew L. Caras 
Arrowsic, ME 
Owner in Leaders LLC
Constance C. Shea 
Mt. Desert, ME 
Real Estate Broker and Former 
Owner in Lynam Real Estate
Thomas A. Colwell 
Deer Isle, ME 
Vice Chairman of the Board  
Retired President,  
Colwell Bros., Inc.
Clyde H. Lewis 
Sullivan, ME 
Retired Vice President and  
General Manager, 
Morrison Chevrolet, Inc.

Bar Harbor Bankshares        14        2015 SUMMARY ANNUAL REPORT

Bar Harbor Bankshares
FIVE-YEAR SUMMARY OF FINANCIAL DATA
The following table sets forth selected data for the last five years.
As of and for the Years Ended December 31,

(in thousands, except per share data)

Balance Sheet Data
Total assets
Total securities
Total loans
Allowance for loan losses
Total deposits
Total borrowings
Total shareholders’ equity
Average assets
Average shareholders’ equity

Results of Operations
Interest and dividend income
Interest expense
Net interest income
Provision for loan losses
Net interest income after provision for loan losses
Non-interest income
Non-interest expense
Income before income taxes
Income taxes

Net income

Per Common Share Data:
Basic earnings per share

Diluted earnings per share

Cash dividends per share
Dividend payout ratio

Selected Financial Ratios:
Return on total average assets
Return on total average equity
Tax-equivalent net interest margin

Capital Ratios:
Tier 1 leverage capital ratio
Tier 1 risk-based capital ratio
Total risk-based capital ratio
Common equity tier 1

Asset Quality Ratios:
Net charge-offs to average loans
Allowance for loan losses to total loans
Allowance for loan losses to non-performing loans
Non-performing loans to total loans

2015

2014

2013

2012

2011

$ 1,580,055
504,969
990,070
(9,439)
942,787
474,791
154,152
1,541,327
151,391

$ 1,459,320
470,525
919,024
(8,969)
858,049
447,020
146,287
1,424,209
136,672

$ 1,373,893
450,170
852,857
(8,475)
835,651
409,445
121,379
1,345,353
125,340

$ 

55,224
10,390
44,834
1,785
43,049
8,979
30,908
21,120
5,967

$  53,718
9,905
43,813
1,833
41,980
7,758
29,211
20,527
5,914

$  50,749
11,663
39,086
1,418
37,668
7,566
26,860
18,374
5,191

$ 1,302,935
418,040
815,004
(8,097)
795,012
371,567
128,046
1,252,390
125,600

$  50,838
13,867
36,971
1,652
35,319
7,709
25,618
17,410
4,944

$ 1,167,466
381,880
729,003
(8,221)
722,890
320,283
118,250
1,151,163
111,135

$  50,907
16,518
34,389
2,395
31,994
6,792
23,281
15,505
4,462

$ 

15,153

$  14,613

$  13,183

$  12,466

$  11,043

$ 

$ 

$ 

2.53

2.50

1.010
39.86%

0.98%
10.01%
3.19%

9.37%
15.55%
17.12%
15.55%

0.14%
0.95%
134.7%
0.71%

$ 

$ 

$ 

$ 

$ 

$ 

2.470

2.450

0.905
36.69%

$ 

$ 

$ 

2.240

2.220

0.833
37.28%

$ 

$ 

$ 

2.13

2.12

0.780
36.62%

1.03%
10.69%
3.33%

9.30%
15.60%
17.24%
N/A

0.15%
0.98%
73.0%
1.34%

0.98%
10.52%
3.15%

9.01%
14.97%
16.62%
N/A

0.12%
0.99%
95.9%
1.04%

1.00%
9.93%
3.23%

8.87%
14.15%
15.78%
N/A

0.23%
0.99%
82.1%
1.21%

1.91

1.90

0.730
38.29%

0.96%
9.94%
3.23%

9.32%
14.29%
16.06%
N/A

0.37%
1.13%
63.7%
1.77%

All share and per share amounts have been adjusted to reflect the effect of the 3-for-2 stock split (dividend) during May 2014.

Refer to the Bar Harbor Bankshares 2015 Annual Report on Form 10-K for a complete set of audited financial statements and accompanying notes.

Bar Harbor Bankshares        15        2015 SUMMARY ANNUAL REPORT

Bar Harbor Bankshares
CONSOLIDATED BALANCE SHEETS
Years Ended December 31, 2015 and 2014

(in thousands, except per share data)

Assets
  Cash and cash equivalents
  Securities available for sale, at fair value
  Federal Home Loan Bank stock
  Loans
  Allowance for loan losses

  Loans, net of allowance for loan losses
  Premises and equipment, net
  Goodwill
  Bank owned life insurance
  Other assets

TOTAL ASSETS

Liabilities
  Deposits:

  Demand and other non-interest bearing deposits
  NOW accounts
  Savings and money market deposits
  Time deposits

  Total deposits
  Short-term borrowings
  Long-term advances from Federal Home Loan Bank

Junior subordinated debentures

  Other liabilities

TOTAL LIABILITIES

Shareholders’ equity

 Capital stock, par value $2.00; authorized 20,000,000 and 10,000,000 shares; issued 
   6,788,407 shares at December 31, 2015 and December 31, 2014, respectively

  Surplus
  Retained earnings
  Accumulated other comprehensive income:

  Prior service cost and unamortized net actuarial losses on employee benefit plans, net  
  of tax of ($249) and ($251), at December 31, 2015 and December 31, 2014, respectively

  Net unrealized appreciation on securities available for sale, net of tax of $2,828 and  

  $3,997, at December 31, 2015 and December 31, 2014, respectively

  Portion of OTTI attributable to non-credit gains, net of tax of $249 and $257, at  

  December 31, 2015 and December 31, 2014, respectively

  Net unrealized depreciation on derivative instruments, net of tax of $873 and  

  $389, at December 31, 2015 and December 31, 2014, respectively

  Total accumulated other comprehensive income

  Less: cost of 778,196 and 842,082 shares of treasury stock at December 31, 2015  

  and December 31, 2014, respectively

TOTAL SHAREHOLDERS’ EQUITY

TOTAL LIABILITIES AND SHAREHOLDERS’ EQUITY

December 31, 
2015

December 31, 
2014

$ 

9,720
504,969
21,479
990,070
(9,439)

980,631
20,674
4,935
23,747
13,900

$ 

9,800
470,525
21,354
919,024
(8,969)

910,055
20,518
4,935
8,141
13,992

$ 1,580,055

$ 1,459,320

$ 

86,577
160,394
299,087
396,729

942,787
333,909
135,882
5,000
8,325

$  78,802
153,499
247,685
378,063

858,049
313,520
128,500
5,000
7,964

1,425,903

1,313,033

13,577
21,624
122,260

13,577
20,905
113,149

(463)

5,251

462

(1,621)

3,629

(488)

7,423

478

(722)

6,691

(6,938)

154,152

(8,035)

146,287

$ 1,580,055

$ 1,459,320

Refer to the Bar Harbor Bankshares 2015 Annual Report on Form 10-K for a complete set of audited financial statements and accompanying notes.

Bar Harbor Bankshares        16        2015 SUMMARY ANNUAL REPORT

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Bar Harbor Bankshares
CONSOLIDATED STATEMENTS OF INCOME
Years Ended December 31, 2015, 2014 and 2013

(in thousands, except per share data)

Interest and dividend income:
Interest and fees on loans
Interest on securities
  Dividends on FHLB stock

Total interest and dividend income

Interest expense:
  Deposits
  Short-term borrowings
  Long-term debt

Total interest expense

Net interest income
  Provision for loan losses

Net interest income after provision for loan losses

Non-interest income:
  Trust and other financial services
  Service charges on deposit accounts
  Debit card service charges and fees
  Net securities gains
  Total other-than-temporary impairment (“OTTI”) losses
  Non-credit portion of OTTI losses (before taxes) (1)

  Net OTTI losses recognized in earnings
  Other operating income

Total non-interest income

Non-interest expense:
  Salaries and employee benefits
  Occupancy expense
  Furniture and equipment expense
  Credit and debit card expenses
  FDIC insurance assessments
  Other operating expense

Total non-interest expense

Income before income taxes
Income taxes

Net income

Computation of Earnings Per Share:
Weighted average number of capital stock shares outstanding
  Basic shares
  Effect of dilutive shares issuable

  Diluted shares

Per Common Share Data:
  Basic Earnings Per Share

  Diluted Earnings Per Share

(1) Included in other comprehensive income, net of taxes

2015

2014

2013

$ 39,303
15,343
578

$ 37,739
15,689
290

$ 37,223
13,457
69

55,224

53,718

50,749

6,097
983
3,310

10,390

44,834
1,785

43,049

3,888
892
1,694
1,334
—
—

—
1,171

8,979

17,884
2,248
2,321
452
833
7,170

30,908

21,120
5,967

5,894
667
3,344

9,905

43,813
1,833

41,980

3,976
971
1,584
403
—
—

—
824

7,758

16,836
2,143
2,166
429
699
6,938

29,211

20,527
5,914

6,616
487
4,560

11,663

39,086
1,418

37,668

3,634
1,009
1,572
676
(359)
110

(249)
924

7,566

15,227
1,968
2,005
384
696
6,580

26,860

18,374
5,191

$ 15,153

$ 14,613

$ 13,183

5,980,245
80,012

5,926,387
49,877

5,898,077
30,363

6,060,257

5,976,264

5,928,440

$  2.53

$  2.47

$  2.24

$  2.50

$  2.45

$  2.22

Refer to the Bar Harbor Bankshares 2015 Annual Report on Form 10-K for a complete set of audited financial statements and accompanying notes.

Bar Harbor Bankshares        17        2015 SUMMARY ANNUAL REPORT

 
 
BUSINESS STRATEGY

As a diversified financial services provider, Bar Harbor 
Bankshares pursues a strategy of achieving long-term  
sustainable growth, profitability, and shareholder value,  
without sacrificing its soundness. The Company works 
toward achieving these goals by focusing on increasing  
its loan and deposit market share in downeast, midcoast  
and central Maine. The Company believes one of its more 
unique strengths is an understanding of the financial needs 
of coastal communities and the businesses vital to Maine’s 
coastal economy, namely: tourism, hospitality, retail estab-
lishments, restaurants, seasonal lodging and campgrounds, 
fishing, lobstering, boat building, and marine services.

12

6

8

4

10

Operating under a community banking philosophy, the 
Company’s key strategic focus is vigorous financial stew-
ardship, deploying investor capital safely, yet efficiently, for 
the best possible returns. The Company strives to provide 
unmatched service to its customers, while maintaining 
strong asset quality and a focus toward improving operating 
efficiencies. In managing its earning asset portfolios, the 
Company seeks to utilize funding and capital resources 
within well-defined credit, investment, interest-rate and 
liquidity guidelines. In managing its balance sheet, the 
Company seeks to preserve the sensitivity of net interest 
income to changes in interest rates, and to enhance profit-
ability through strategies that promise sufficient reward for 
understood and controlled risk. The Company is deliberate  
in its efforts to maintain adequate liquidity under prevailing 
and expected conditions, and strives to maintain a balanced 
and appropriate mix of loans, securities, core deposits, and 
borrowed funds.

60

0

2

25000

SUMMARY FINANCIAL RESULTS

50

40

20

30

For the year ended December 31, 2015, the Company reported 
its tenth consecutive year of record earnings. The Company 
reported net income of $15.2 million, representing an increase 
of $540 thousand, or 3.7%, compared with 2014. The Company 
also reported record diluted earnings per share of $2.50 for 
2015, representing an increase of $0.05, or 2.0%, compared 
with 2014. The Company’s return on average shareholders’ 
equity amounted to 10.01% in 2015, compared with 10.69% in 
2014. The Company’s 2015 return on average assets amounted 
to 0.98%, compared with 1.03% in 2014.

10

0

The Company’s 2015 performance featured total loan growth 
of $71.0 million, led by a $51.1 million, or 11.2%, increase in the 
Bank’s commercial loan portfolio. The Bank’s total deposits 
increased $84.7 million in 2015, or almost 10%, reflecting one 

0.4

2.0

of its strongest deposit growth rates in recent years. Despite 
pressure on the net interest margin, the Bank was able to 
increase net interest income by $1.1 million, while increasing 
non-interest income by $1.2 million, or 15.7%, compared with 
2014. Credit quality remained stable during 2015, highlighted 
by a $5.3 million, or 43.0%, decline in non-performing loans 
and moderately lower levels of net loan charge-off experience 
compared with last year.

RETURN ON 
AVERAGE ASSETS

RETURN ON 
AVERAGE EQUITY

12%

10

8

6

4

2

0

1.50%

1.00

0.50

0

0.98%

’11

’12

’13

’14

’15

RESULTS OF OPERATIONS

10.01%

’11

’12

’13

’14

’15

EFFICIENCY RATIO

NON-INTEREST EXPENSE
($ in thousands)

50

40

30

60%

$30,908

Net Interest Income: Net interest income is the principal  
component of the Company’s income stream and represents 
the difference or spread between interest generated from 
$35,000
56.3%
earning assets and the interest expense paid on deposits and 
30,000
borrowed funds. Fluctuations in market interest rates, as well 
as volume and mix changes in earning assets and interest 
25,000
bearing liabilities, can materially impact net interest income.
20,000
For the year ended December 31, 2015, net interest income 
15,000
on a tax-equivalent basis amounted to $46.8 million, com-
pared with $45.7 million in 2014, representing an increase  
10,000
of $1.1 million, or 2.4%. The increase in net interest income 
was principally attributed to average earning asset growth  
of $97.3 million, or 7.1%, as the tax-equivalent net interest mar-
gin declined 14 basis points to 3.19% compared with 2014. 
During 2015, short-term and long-term interest rates remained 
at historically low levels, further pressuring the Bank’s weighted 
average earning asset yields, which declined 16 basis points 
to 3.89%. This decline was partially offset by a two basis  
point decline in the weighted average cost of interest bearing 
liabilities to 0.80%.

NON-PERFORMING 
LOANS TO TOTAL LOANS

NET CHARGE-OFFS 
TO AVERAGE LOANS

5,000

10

20

’13

’14

’13

’15

’14

’11

’11

’15

’12

’12

0

0

2.0%

0.4%

NET INCOME

($ in thousands)

DILUTED EARNINGS 

PER SHARE

$15,153

$3.00

$2.50

’11

’12

’13

’14

’15

’11

’12

’13

’14

’15

TAX EQUIVALENT 

NET INTEREST INCOME

($ in thousands)

NON-INTEREST 

INCOME

($ in thousands)

$46,792

$10,000

$8,979

1.5

1.0

0.5

0.0

35000

30000

16000

12000

8000

4000

0

50000

40000

30000

20000

10000

0

1800

1500

1200

900

600

300

0

3.0

2.5

2.0

1.5

1.0

0.5

0.0

10000

8000

6000

4000

2000

0

1200

1000

800

600

400

200

0

$16,000

12,000

8,000

4,000

0

$50,000

40,000

30,000

20,000

10,000

0

$1,800

1,500

1,200

900

600

300

0

2.50

2.00

1.50

1.00

0.50

0

8,000

6,000

4,000

2,000

0

$1,200

1,000

800

600

400

200

0

’11

’12

’13

’14

’15

’11

’12

’13

’14

’15

ASSETS

($ in millions)

LOANS

($ in millions)

$1,580

$990

20000

15000

10000

5000

0

1.5

1.0

0.5

0.0

0.3

0.2

0.1

0.0

1.5

Bar Harbor Bankshares        18        2015 SUMMARY ANNUAL REPORT

1.0

0.71%

0.5

0

0.3

0.2

0.1

0

0.14%

’11

’12

’13

’14

’15

’11

’12

’13

’14

’15

’11

’12

’13

’14

’15

’11

’12

’13

’14

’15

16000

12000

8000

4000

0

50000

40000

30000

20000

10000

0

1800

1500

1200

900

600

300

0

3.0

2.5

2.0

1.5

1.0

0.5

0.0

10000

8000

6000

4000

2000

0

1200

1000

800

600

400

200

0

NET INCOME

($ in thousands)

DILUTED EARNINGS 

PER SHARE

$15,153

$3.00

$2.50

’11

’12

’13

’14

’15

’11

’13

’14

’15

TAX EQUIVALENT 

8000

NET INTEREST INCOME

($ in thousands)

NON-INTEREST 

1.5

INCOME

($ in thousands)

$50,000

4000

$46,792

$10,000

$8,979

’11

’12

’13

’14

’15

’11

’12

’13

’14

’15

ASSETS

($ in millions)

20000

$1,800

10000

LOANS

($ in millions)

4000

$1,580

$990

’11

’12

’13

’14

’15

’11

’12

’13

’14

’15

2.50

2.00

1.50

1.00

0.50

0

8,000

6,000

4,000

2,000

0

$1,200

1,000

800

600

400

200

0

3.0

2.5

2.0

1.5

1.0

3.0

0.5

’12

2.5

0.0

2.0

1.0

0.5

0.0

10000

8000

6000

4000

2000

10000

0

8000

6000

2000

1200

0

1000

800

600

400

1200

200

1000

0

800

600

400

200

0

$16,000

12,000

8,000

4,000

0

16000

12000

8000

4000

16000

0

12000

40,000

30,000

20,000

10,000

0

1,500

1,200

900

600

300

0

50000

0

40000

30000

20000

10000

50000

0

40000

30000

1800

0

1500

1200

900

600

1800

300

1500

0

1200

900

600

300

0

NET INCOME
($ in thousands)

DILUTED EARNINGS 
PER SHARE

1.5

$16,000

1.0

12,000

$15,153

0.5

0.0

8,000

NET INCOME
($ in thousands)

4,000
$16,000

0
12,000

$15,153

’11

’12

’13

’14

’15

12

$3.00

10

2.50

8

6

4

2

2.00

1.50

1.00

$3.00
0.50

0

2.50
0

2.00

$2.50

DILUTED EARNINGS 
PER SHARE

’11

’12

’13

’14

$2.50
’15

1.50

8,000

4,000

TAX EQUIVALENT 
NET INTEREST INCOME
($ in thousands)

Non-interest Income: In addition to net interest income, 
non-interest income is a significant source of revenue for the 
Company and an important factor in its results of operations. 
Non-interest income is principally derived from financial serv-
ices including trust, investment management and brokerage 
$50,000
$8,979
activities, as well as service charges on deposit accounts, 
’15
debit card processing fees, net securities gains, and a variety 
of other product and service fees.

NON-INTEREST 
INCOME
($ in thousands)

$46,792

0.50
$10,000

40,000

8,000

1.00

’14

’12

’11

’13

’14

’11

’12

’15

’13

0

0

40

50

60

35000

30000

25000

20000

30,000

30

6,000

15000

10000

20,000

TAX EQUIVALENT 
NET INTEREST INCOME
($ in thousands)

$46,792

’11

’12

’13

’14

’15

5000

10,000
$50,000

0

0
40,000

30,000

20

10

0

4,000

NON-INTEREST 
INCOME
($ in thousands)

$8,979

’11

’12

’13

’14

’15

2,000
$10,000

0
8,000

6,000

20,000

ASSETS
($ in millions)

4,000

LOANS
($ in millions)

10,000

2.0

$1,800
0

1.5

1,500

’11

’12

’13

’14

$1,580
’15

2,000

0.4

$1,200
0

0.3

1,000

’11

’12

’13

’14

’15
$990

1.0

0.5

0.2

600

600

900

ASSETS
($ in millions)

For the year ended December 31, 2015, total non-interest 
income amounted to $9.0 million, representing an increase  
of $1.2 million, or 15.7%, compared with 2014. The increase in 
non-interest income was largely attributed to a $931 thousand 
increase in realized securities gains compared with 2014. Other 
$1,800
300
operating income amounted to $1.2 million in 2015 represent-
$990
ing an increase of $347 thousand, or 42.1%, compared with 
’15
2015, principally reflecting income associated with the Bank’s 

LOANS
($ in millions)

$1,580

$1,200
200

1,000
0

1,500
0

400

’14

’11

’12

’11

’12

’13

’14

’13

’15

0.1

0.0

0.0

RETURN ON 
AVERAGE ASSETS

RETURN ON 
AVERAGE EQUITY

1.50%

purchase of additional Bank Owned Life Insurance in the first 
quarter of this year. Income generated from debit card service 
charges and fees amounted to $1.7 million in 2015, represent-
ing an increase of $110 thousand, or 6.9%, compared with 
10.01%
2014, largely reflecting continued growth of the Bank’s retail 
deposit base and continued success with a program that 
0.98%
offers rewards for certain debit card transactions.

12%

1.00

10

8

1.5

10

12

1.0

8

6

0.5

6

0.50

Partially offsetting the foregoing increases in non-interest 
income was a $79 thousand, or 8.1%, decline in service charges 
on deposits compared with 2014, principally reflecting lower 
levels of fee-based customer overdraft activity. Revenue from 
trust and other financial services amounted to $3.9 million  
in 2015, representing a decline of $88 thousand, or 2.2%, 
compared with 2014, largely reflecting lower volumes of retail 
brokerage activity.

’12
10
0

’12

’13

’14

’15

’11

’14

’15

’11

’13

12
2

4

0

0

2

1.5

0.0

4

1.0

8

NON-INTEREST EXPENSE
($ in thousands)

EFFICIENCY RATIO

6

$35,000

30,000

25,000

20,000

15,000

10,000

5,000

0

$30,908

0.5

35000

0.0
30000

25000

20000

15000

10000

35000

5000

’13

’14

’15

’11

30000

’12

0

25000

60%

50

40

30

20

10

0

56.3%

4

2

0

60

50

40

30

20

60
10

’11

’12

’13

’14

’15

50
0

40

30

20

5000

20000

10000

15000

2.0%

NET CHARGE-OFFS 
TO AVERAGE LOANS

NON-PERFORMING 
LOANS TO TOTAL LOANS

Non-interest Expense: For the year ended December 31,  
2015, total non-interest expense amounted to $30.9 million, 
representing an increase of $1.7 million, or 5.8%, compared 
with 2014. The increase in non-interest expense was largely 
attributed to a $1.0 million, or 6.2%, increase in salaries and 
employee benefits. The increase in salaries and employee 
benefits was attributed to a variety of factors including nor-
mal increases in base salaries and higher levels of employee 
health insurance, higher levels of employee incentive and 
equity award compensation, as well as increases in staffing 
levels and strategic changes in staffing mix.

0.4%

0.2

0.3

1.0

1.5

0.3

0.4

1.5

2.0

10

0

0

1.0

0.2

0.71%

0.14%

2.0

0.5

0.1

0.5

Total other operating expenses amounted to $7.2 million  
in 2015, representing an increase of $232 thousand, or  
3.3%, compared with 2014. This increase was attributed to  
a variety of expense categories, the most significant of  
’15
which included fees for professional services and share-
holder related expenses. Furniture and equipment expenses 

’11

’12

’13

’14

’15

’11

’13

’14

’12

0

0

0.0

0.1

0.0

0.3

0.4

1.5

1,200

1,200

900

600

300

0

800

800

600

400

200

0

Bar Harbor Bankshares        19        2015 SUMMARY ANNUAL REPORT

1.0

0.5

0.0

0.2

0.1

0.0

RETURN ON 

AVERAGE ASSETS

RETURN ON 

AVERAGE EQUITY

1.50%

1.00

0.50

1.50%

0

1.00

RETURN ON 

AVERAGE ASSETS

RETURN ON 

AVERAGE EQUITY

’11

’12

’13

’14

’15

’11

’12

’13

’14

’15

0.98%

0.98%

10.01%

10.01%

NON-INTEREST EXPENSE

EFFICIENCY RATIO

0.50

($ in thousands)

’11

’12

’13

’14

’15

’11

’12

’13

’14

’15

$30,908

56.3%

NON-INTEREST EXPENSE

EFFICIENCY RATIO

($ in thousands)

$30,908

60%

10

56.3%

’11

’12

’13

’14

’15

’11

’12

’13

’14

’15

$35,000

0

30,000

25,000

20,000

15,000

10,000

$35,000
5,000

30,000

0

25,000

20,000

15,000

NON-PERFORMING 

10,000

LOANS TO TOTAL LOANS

20

NET CHARGE-OFFS 

TO AVERAGE LOANS

’11

’12

’13

’14

’15

’11

’12

’13

’14

’15

NON-PERFORMING 

LOANS TO TOTAL LOANS

0.71%

NET CHARGE-OFFS 

TO AVERAGE LOANS

0.14%

’11

’12

’13

’14

’15

’11

’12

’13

’14

’15

0.71%

0.14%

5,000
2.0%

0

1.5

1.0

0.5
2.0%

0

1.5

1.0

0.5

0

12%

10

12%

2

10

0

8

6

4

8

6

4

2

0

50

40

30

20

50

0

40

30

60%

10

0.4%

0

0.3

0.2

0.1

0.4%

0

0.3

0.2

0.1

0

’11

’12

’13

’14

’15

’11

’12

’13

’14

’15

’11

’12

’13

’14

’15

’11

’12

’13

’14

’15

$16,000

16000

$15,153

$3.00

$2.50

0

’11

0

’12

’13

’14

’15

’11

0.0

’12

’13

’14

’15

TAX EQUIVALENT 

NET INTEREST INCOME

($ in thousands)

NON-INTEREST 

INCOME

($ in thousands)

$50,000

50000

$46,792

$10,000

10000

$8,979

1.5

1.0

0.5

0.0

35000

30000

25000

20000

15000

10000

5000

0

16000

12000

8000

4000

0

50000

40000

30000

20000

10000

0

1800

1500

1200

900

600

300

0

3.0

2.5

2.0

1.5

1.0

0.5

0.0

10000

8000

6000

4000

2000

0

1200

1000

800

600

400

200

0

3.0

2.5

2.0

1.5

1.0

0.5

8000

6000

4000

2000

1200

1000

800

600

400

200

2.50

2.00

1.50

1.00

0.50

0

8,000

6,000

4,000

2,000

0

$1,200

1,000

800

600

400

200

0

0

’11

0

’12

’13

’14

’15

’11

0

’12

’13

’14

’15

$1,580

$990

’11

0

’12

’13

’14

’15

’11

0

’12

’13

’14

’15

12,000

12000

8,000

8000

4,000

4000

40,000

40000

30,000

30000

20,000

20000

10,000

10000

1800

1500

1200

900

600

300

$1,800

1,500

1,200

900

600

300

0

NET INCOME

($ in thousands)

DILUTED EARNINGS 

PER SHARE

NET INCOME
($ in thousands)

DILUTED EARNINGS 
PER SHARE

RETURN ON 
AVERAGE ASSETS

RETURN ON 
AVERAGE EQUITY

RETURN ON 

AVERAGE ASSETS

RETURN ON 

AVERAGE EQUITY

amounted to $2.3 million in 2015, up $155 thousand, or 7.2%, 
$16,000
compared with 2014. These increases were largely attributed 
$2.50
to a variety of technology upgrades and certain new tech-
nology systems and applications.
12,000

$15,153

$3.00

2.50

12

10

2.00

8

6

4

1.50

1.00

Efficiency Ratio: The Company’s efficiency ratio, or non-interest 
operating expenses divided by the sum of tax-equivalent  
8,000
net interest income and non-interest income other than net 
securities gains and other-than-temporary impairments,  
4,000
measures the relationship of operating expenses to revenues. 
Low efficiency ratios are typically a key factor for high per-
forming financial institutions. For the year ended December 
31, 2015, the Company’s efficiency ratio amounted to 56.3%, 
compared with 54.7% in 2014. These ratios compared favor-
ably to peer and industry averages.

0.50

’15

’14

’12

’11

’15

’11

’13

’12

’13

’14

0

0

2

0

$46,792

NON-INTEREST 
INCOME
($ in thousands)

TAX EQUIVALENT 
NET INTEREST INCOME
($ in thousands)

Income Taxes: For the year ended December 31, 2015, total 
income taxes amounted to $6.0 million, representing an 
increase of $53 thousand, or 0.9%, compared with 2014. The 
$50,000
Company’s effective tax rate amounted to 28.3% in 2015, 
$8,979
compared with 28.8% in 2014. Fluctuations in the Company’s 
40,000
effective tax rate are generally attributed to changes in the 
relationship between non-taxable income and non-deductible 
30,000
expense, and income before income taxes, during any given 
reporting period.
20,000

$10,000

6,000

8,000

40

60

50

30

4,000

20

2,000

FINANCIAL CONDITION
10,000
Assets: At December 31, 2015, the Company’s total assets 
stood at $1.58 billion, representing an increase of $120.7 mil-
lion, or 8.3%, compared with year end 2014. The increase in 
total assets was led by loan and securities growth and, to a 
lesser extent, the purchase of Bank Owned Life Insurance.

’15

’14

’11

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’12

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0

0

10

0

10

12

1.5

1.0

10

1.00

12%

0.98%

Loans: Consumer loans, which principally consisted of resi-
1.50%
dential real estate mortgage loans and home equity loans, 
10.01%
comprised 47.3% of the Bank’s total loan portfolio at December 
31, 2015. The Bank also serves the small business market 
throughout downeast, midcoast and central Maine. It offers 
business loans to individuals, partnerships, corporations, and 
other business entities for capital construction, real estate 
purchases, working capital, real estate development, and a 
broad range of other business purposes. At December 31, 
2015, commercial business loans represented 51.2% of the 
Bank’s total loan portfolio.
’13

0.50

0
’12

’14

’15

’13

’15

’11

’11

’12

’14

0

0

2

4

6

8

0.0

0.5

8

2

6

4

60

35000

30000

60%

$30,908

EFFICIENCY RATIO

NON-INTEREST EXPENSE
($ in thousands)

Total loans ended the year at $990.1 million, up $71.0 million, 
or 7.7%, compared with December 31, 2014. At year end, the 
Bank’s commercial loan portfolio stood at $506.8 million,  
representing an increase of $51.1 million, or 11.2%, compared 
with December 31, 2014. Consumer loans, which principally 
consist of residential real estate mortgages, ended the year  
at $467.9 million, up $21.3 million, or 4.8%, compared with 
$35,000
56.3%
December 31, 2014.
30,000
Credit Quality: The overall credit quality of the Bank’s loan 
25,000
portfolio remained stable during 2015, highlighted by a 
meaningful decline in non-performing loans. Total non- 
20,000
performing loans ended the year at $7.0 million, compared 
15,000
with $12.3 million at December 31, 2014, representing a 
decline of $5.3 million, or 43.0%. Total non-performing loans 
10,000
expressed as a percentage of total loans ended the year at 
5,000
0.71%, down from 1.34% at year-end 2014. Similarly, the allow-
ance for loan losses expressed as a ratio to non-performing 
loans ended the year at 134.7%, up from 73.0% at December 
31, 2014.

0
’12

0
’12

10

20

30

40

50

’11

’13

’15

’14

’14

’13

’15

’11

15000

25000

20000

10000

5000

0

0

10

30

40

20

50

1.50%

1.00

0.50

0

$35,000

30,000

25,000

20,000

15,000

10,000

5,000

0

10.01%

0.98%

’11

’12

’13

’14

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’11

’12

’13

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NON-INTEREST EXPENSE

EFFICIENCY RATIO

($ in thousands)

$30,908

56.3%

’11

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ASSETS

($ in millions)

LOANS

($ in millions)

ASSETS
($ in millions)

LOANS
($ in millions)

NON-PERFORMING 
LOANS TO TOTAL LOANS

NET CHARGE-OFFS 
TO AVERAGE LOANS

NON-PERFORMING 

LOANS TO TOTAL LOANS

NET CHARGE-OFFS 

TO AVERAGE LOANS

2.0

$1,800

1.5

1,500

1,200

1.0

900

600

300

0

0.5

0.0

$1,580

’11

’12

’13

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0.4

$1,200

0.3

1,000

800

0.2

600

0.1

400

200

0.0

0

$990

’11

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’13

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2.0%

1.5

1.0

0.5

0

2.0

1.5

1.0

0.5

0.71%

’11

0.0
’12

’13

’14

’15

0.4%

0.3

0.2

0.1

0

0.4

0.3

0.2

0.1

0.14%

’11

0.0
’12

’13

’14

’15

2.0%

1.5

1.0

0.5

0

0.71%

0.14%

’11

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’13

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’15

’11

’12

’13

’14

’15

Bar Harbor Bankshares        20        2015 SUMMARY ANNUAL REPORT

12%

10

8

6

4

2

0

60%

50

40

30

20

10

0

0.4%

0.3

0.2

0.1

0

2500

2000

1500

1000

500

0

PROVISION FOR 

LOAN LOSSES

($ in thousands)

ALLOWANCE FOR 

LOAN LOSSES

($ in thousands)

$10,000

$9,439

$1,785

8,000

6,000

4,000

2,000

0

’11

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’14

’15

’11

’12

’13

’14

’15

600

500

400

300

200

100

0

10000

8000

6000

4000

2000

0

1.25

1.00

0.75

0.50

0.25

0.00

$2,500

2,000

1,500

1,000

500

0

$1.25

1.00

0.75

0.50

0.25

SHAREHOLDER 

DIVIDENDS

$1.01

0

2500

’11

’12

’13

’14

’15

2000

1500

1000

500

0

10000

8000

6000

4000

2000

0

1.25

1.00

0.75

0.50

0.25

0.00

Total net loan charge-offs amounted to $1.3 million in 2015, 
or net charge-offs to average loans outstanding of 0.14%, 
compared with $1.3 million, or 0.15%, in 2014. The Bank 
recorded a provision for loan losses of $1.8 million in 2015, 
representing a decline of $48 thousand, or 2.6%, compared 
with 2014. At December 31, 2015, the Bank’s allowance for 
loan losses stood at $9.4 million, representing an increase of 
$470 thousand, or 5.2%, compared with year end 2014.

1000

800

600

400

200

Investment Securities: During 2015 the securities portfolio 
continued to serve as a key source of earning assets and 
liquidity for the Bank. Bank management considers securities 
as a relatively attractive means to effectively leverage the 
Bank’s strong capital position, as securities are typically 
assigned a significantly lower risk weighting for the purpose 
of calculating the Bank’s and the Company’s risk-based capi-
tal ratios. The overall objectives of the Bank’s strategy for the 
securities portfolio include maintaining appropriate liquidity 
reserves, diversifying earning assets, managing interest rate 
risk, leveraging the Bank’s strong capital position, generating 
acceptable levels of net interest income and, when appropri-
ate, generating realized gains on the sale of securities.

0

At December 31, 2015, total investment securities amounted 
to $505.0 million, representing an increase of $34.4 million, or 
7.3%, compared with year end 2014. The securities portfolio  
is comprised of mortgage-backed securities issued by U.S. 
Government agencies, U.S. Government-sponsored enterprises 
and, to a much lesser extent, other non-agency, private-label 
issuers. The securities portfolio also includes tax-exempt obli-
gations of states and political subdivisions thereof.

PROVISION FOR 
LOAN LOSSES
($ in thousands)

ALLOWANCE FOR 
LOAN LOSSES
($ in thousands)

$10,000

$9,439

$1,785

’11

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’13

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8,000

6,000

4,000

2,000

0

’11

’12

’13

’14

’15

$2,500

2,000

1,500

1,000

500

0

SECURITIES
($ in millions)

DEPOSITS
($ in millions)

$1,000

$943

$505

800

600

400

200

0

’11

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’13

’14

’15

’11

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’13

’14

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$600

500

400

300

200

100

0

Deposits: During 2015, the most significant funding source 
for the Bank’s earning assets continued to be retail deposits, 
gathered through its network of fifteen banking offices 
throughout downeast, midcoast and central Maine.

Total deposits ended the year at $942.8 million, up $84.7  
million, or 9.9%, compared with December 31, 2014. Total 
deposit transaction accounts increased $66.1 million, or 
13.8%, while time deposits were up $18.7 million, or 4.9%, 
compared with December 31, 2014.

Borrowings: Borrowed funds principally consist of advances 
from the Federal Home Loan Bank of Boston. The Bank uti-
lizes borrowed funds in leveraging its strong capital position 
and supporting its earning asset portfolios. Borrowed funds 
also provide a means to help manage balance sheet interest 
rate risk, given the Bank’s ability to select desired amounts, 
terms and maturities on a daily basis. At December 31, 2015, 
total borrowings stood at $474.8 million, representing an 
increase of $27.8 million, or 6.2%, compared with December 
31, 2014. The increase in borrowings was utilized to help  
support the Bank’s 2015 earning asset growth; particularly  
the growth in the Bank’s leveraged securities portfolio.

1000

600

500

800

400

300

600

200

Capital: Consistent with its long-term strategy of operating  
a sound and profitable organization, at December 31, 2015, 
the Company and the Bank continued to exceed regulatory 
requirements for “well-capitalized” financial institutions. 
Company management considers this to be vital in promot-
ing depositor and investor confidence and providing a solid 
foundation for future growth.

100

200

400

0

0

Bar Harbor Bankshares        21        2015 SUMMARY ANNUAL REPORT

SHAREHOLDER 
DIVIDENDS

$1.01

’11

’12

’13

’14

’15

$1.25

1.00

0.75

0.50

0.25

0

SECURITIES

($ in millions)

DEPOSITS

($ in millions)

$1,000

$943

$505

$600

500

400

300

200

100

0

800

600

400

200

0

’11

’12

’13

’14

’15

’11

’12

’13

’14

’15

600

500

400

300

200

100

0

1000

800

600

400

200

0

SECURITIES

($ in millions)

DEPOSITS

($ in millions)

$1,000

$943

$505

$600

500

400

300

200

100

0

800

600

400

200

0

2500

10000

$2,500

$10,000

$9,439

PROVISION FOR 
LOAN LOSSES
($ in thousands)

ALLOWANCE FOR 
LOAN LOSSES
($ in thousands)

2000

8000

1500

Under the capital adequacy guidelines administered by the 
Bank’s principal regulators, “well-capitalized” institutions are 
those with Common Equity Tier I, Tier I Leverage, Tier I Risk-
based, and Total Risk-based ratios of at least 6.5%, 5%, 8%  
and 10%, respectively. At December 31, 2015, the Company’s 
Common Equity Tier I, Tier I Leverage, Tier I Risk-based, and 
Total Risk-based capital ratios were 15.55%, 9.37%, 15.55% and 
17.12%, respectively.

1000

6000

4000

2000

500

0

0

Three-for-Two Stock Split: On April 22, 2014, the Company’s 
Board of Directors declared a three-for-two split of its com-
mon stock, payable as a large stock dividend, which was paid 
on May 19, 2014 (the “payment date”) to all stockholders of 
record at the close of business on May 5, 2014. As of April 22, 
2014, the Company had 3,944,290 shares of common stock 
outstanding. After the stock split effectuated as a large stock 
dividend, the number of shares of Company common stock 
outstanding increased to 5,916,435. All previously reported 
share and per share data included in public filings subse-
quent to the payment date has been restated to reflect the 
retroactive effect of this three-for-two stock split.

1.25

1.00

0.75

0.50

0.25

0.00

2,000

8,000

1,500

$1,785

Shareholder Dividends: During 2015, the Company paid regu-
lar cash dividends on its common stock in the aggregate 
amount of $6.04 million, compared with $5.36 million in 2014. 
The Company’s 2015 dividend payout ratio amounted to 
39.9%, compared with 36.7% in 2014. The total regular cash 
dividends paid in 2015 amounted to $1.01 per share of com-
mon stock, compared with $0.905 per share in 2014, repre-
senting an increase of 0.105 cents per share, or 11.6%.
0

6,000

4,000

1,000

2,000

500

0

’12

’15

’13

’14

’11

’11
The Company’s Board of Directors declared a first quarter 
2016 regular cash dividend of 26.5 cents per share of com-
mon stock, representing an increase of 2.0 cents, or 8.2%, 
compared with the first quarter of 2015. Based on the year-
end 2015 price of BHB’s common stock of $34.42 per share, 
the dividend yield amounted to 3.08%.

’12

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’14

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SHAREHOLDER 
DIVIDENDS

$1.25

1.00

0.75

0.50

0.25

0

$1.01

’11

’12

’13

’14

’15

Bar Harbor Bankshares        22        2015 SUMMARY ANNUAL REPORT

Bar Harbor Bankshares  
MANAGEMENT AND STAFF

SENIOR  
EXECUTIVE TEAM

Simard, Curtis C.** 
President & Chief  
Executive Officer

Shencavitz, Gerald** 
Executive Vice President, 
Chief Financial Officer & 
Treasurer

Bender, Marcia T.  
Senior Vice President, 
Retail Banking and  
BSA Officer

Dalton, Gregory W.* 
Executive Vice President, 
Business Banking

Leackfeldt, Stephen M.* 
Executive Vice President, 
Retail Banking

Maltz, Richard B.* 
Executive Vice President, 
Chief Risk Officer

Pratt, Joseph M.  
Senior Vice President, 
President Bar Harbor 
Trust Services

Sawyer, Marsha C.  
Executive Vice President, 
Human Resources 

EMPLOYEES  
AS OF 3/7/16
Abbott, Jennifer C.
Ahern, Mark P.
Albee, Susan L.
Allen, Deena M.
Allen, Faye M.
Allen, Holly M.
Allen, Maryann G.
Alley, Stacie J.
Allisot, Allison L.
Anderson, Judi L.
Andrews, Holly M.
Archer, Holly J.
Austin, Vicki J.
Bacha, Alexandra T.
Bailey, Karri A.
Bannister, Michelle R.

Barton, Hannah R.
Bates-Mitchell, Kristi L.
Beal, Charleen L.
Beal, Jenna M.
Beyer, Leslie M.
Billings, Leah M.
Blackburn, Sarah E.
Blackett, Steven W.
Blake, Heidi L.
Boudreau, Alain R.
Bowden, Melanie J.
Bowker, Rose A.
Boynton, Lori C.
Brackett, Heather R.
Brady, Penny S.
Brooks, April N.
Brown, Chelsea E.
Bryer, Katy A.
Caouette, Marian R.
Carter, Hillary A.
Catanese, Sarah J.
Chapman, Jason R.
Charland, Jeffrey D.
Cohen, David S.
Colson, Theresa L.
Colwell, Brenda B.
Condon, Brenda J.
Conner, Erin S.
Cote, Leslie A.
Crippen, Melinda A.
Crisafulli, Paul J.
Curtis, Michelle E.
Darcy, Larissa V.
Davis, Kristyn L.
Davis, Sharon J.
Doak, Lori L.
Dow, Adam T.
Dow, Candice M.
Dunbar, Ruth K.
Dupuy, Mia B.
Eaton, Audrey H.
Eldridge, Patricia L.
Emerson, Rebecca H.
Farnsworth, Pamela J.
Forni, Morgan K.
Foskett, Amy N.
Foster, Wren M.
Fournier-Decoste,  
  Katheryn R.
Frederick, Marina P.
Frost II, Philip L.
Fuller, Judith W.

Schaub Jr., Mark Y.
Schmidt, Shauna L.
Scott-Henderson, Debra L.
Scully, Joseph P.
Shields, Scott K.
Short, Zachary M.
Shults, Brittaney D.
Sinclair, Jacklyn M.
Small, Sarah W.
Somes, Andrew L.
Stanley, Kristy L.
Stevens, Lottie B.
Stover, Teri A.
Strout, Hilary E.
Swanberg, Peter M.
Swett, Andrea D.
Terry, Mindy K.
Testa, John E.
Thibodeau, Mary E.
Thomas, Charles C.
Thompson, Dianne B.
Tower, Betty B.
Tracy, Terry E.
Tunney, Timothy F.
Urquhart, Kirstie A.
Veazie, Lisa F.
Wallace, Allyson M.

Ward, Jennifer D.
Warren, Jody C.
Webster, Paula R.
Weeks, Jessica R.
Wesseling, Xin L.
White, Stefanie M.
Wiberg, Katie G.
Williams II, John M.
Winger, Mikhayla R.
Wood, Crystal N.
Wooster, Timothy J.
Wray, Natalie C.
Wright, Kim W.
Wyatt Jr., Bruce E.
Young, Peggy L.
Zeugner, Leita K.
Zimmerman, Julie B.

Gatcomb, Becky L.
Gatcomb, Dena M.
Geel, Faye A.
Giordano, Mark P.
Granger, Lisa L.
Gray, Marjorie E.
Gray, Roger V.
Gray, Shelley E.
Griffin, Susanne M.
Gurin Jr., R. Stephen
Haley, Andrew J.
Hall, Kelli M.
Hamilton, Kirsten M.
Hamilton, Ronald L.
Hanscom, Betsy B.
Hawes, Bethany A.
Hays, Mary D.
Hennigan, Robin L.
Hepburn, Barbara F.
Hinckley, Melissa S.
Hinkel, Nicole S.
Horner, Lara K.
Howie, Jeanette L.
Huffman, Lynn L.
Hunt, Marianne
Jacobs, Page E.
Jameson, Melissa A.
Jipson, Bruce W.
Jordan, Krystal E.
Kane, Maureen E.
Kelliher, Keisha L.
Kinghorn, Dennis M.
Kneser, Andrew P.
Lacasse, James W.
Lambert, Jane E.
Lapointe, Johanne M.
Lawson, Jessica K.
Leblanc, Bonnie S.
Lee, Nichole J.
Lewis, Stephanie M.
Lindsey-Mercier, Danielle M.
Look, Carissa A.
Lord, Maureen T.
Lovely, Norma K.
Luce, Wendy J.
MacLeod, Virginia L.
Maffucci, Deborah A.
Mahoney, Sharon I.
Malloy, Julie C.
Mansfield, Marcia L.
Marchetti, Brandy M.
Martin, Elena M.

Matthews, Ashley S.
Maynard, Colleen E.
McConomy, Amy G.
McElyea, Jeremiah S.
McGee, Samuel S.
McPhail, Robin J. 
Megathlin, Shawn R.
Meo, Matthew F.
Miller Jr., Timothy J.
Millett, Marcia L.
Mills-Stevens, Donna M.
Mitchell, Sonya L.
Mitchell-Dow, Debra S.
Mooney, Dylan A.
Mora, Angela R.
Morissette, Paul E.
Murphy, Lisa M.
Nacey, Victoria A.
Nason, Kimberly J.
Newenham, Judith L.
Nguyen, My T.
Nicholas, Derek G.
Norton, Jennifer I.
Norwood, Nichole D.
O’Connell, Sara H.
Ohmeis, Claire C.
Orcutt, Alexandra
Orio, Alexsandra S.
Parker, Andrea L.
Parlee, Deborah I.
Parsons, Lisa L.
Patton, Ebony A.
Pellett, Christine A.
Pendleton, Candy A.
Planchart, Catherine M.
Poland, Bonnie A.
Pye, Carol J.
Radel, Joshua A.
Redlevske, Shelley R.
Redman, Julie A.
Reynolds, Jordan M.  
Richards, Judy A.
Riitano, Zachary J.
Robbins, Amanda L.
Robertson, Adam L.
Robinson, Natasha A.
Rumill, April J.
Saunders, Jennifer M.
Savage, Melissa A.
Sawyer, Amanda L.
Sawyer, Chelsea M.
Schaefer, Frank J.

  *Named Executive Officers
**Bar Harbor Bankshares Management and Named Executive Officers

Bar Harbor Bankshares        23        2015 SUMMARY ANNUAL REPORT

15 branches 
3 service offices  
223 employees

BUSINESS BANKING,  
TRUST & FINANCIAL 
SERVICES OFFICES
  Bangor 
One Cumberland Place 
Suite 100 
Bangor, ME 04401
  Ellsworth 
135 High Street 
Ellsworth, ME 04605
  Breakwater Marketplace 
91 Camden Street 
Rockland, ME 04841

Bar Harbor Bankshares
LOCATIONS

    CORPORATE OFFICE 

Bar Harbor 
82 Main Street 
Bar Harbor, ME 04609 
  Augusta 
227 Water Street 
Augusta, ME 04330
  Blue Hill 
21 Main Street 
Blue Hill, ME 04614
  Deer Isle 
25 Church Street 
Deer Isle, ME 04627
  Ellsworth 
125 High Street 
Ellsworth, ME 04605
  Lubec 
68 Washington Street 
Lubec, ME 04652
  Machias 
41 Main Street 
Machias, ME 04654
   Milbridge 
2 Bridge Street 
Milbridge, ME 04658

  Northeast Harbor 
111 Main Street 
Northeast Harbor, ME 
04662
  Rockland 
245 Camden Street 
Rockland, ME 04841
  Somesville 
1055 Main Street 
Mt. Desert, ME 04660
   South China 
368 Route 3 
China, ME 04358
  Southwest Harbor 
314 Main Street 
Southwest Harbor, ME 
04679
  Topsham 
2 Main Street 
Topsham, ME 04086
  Winter Harbor 
385 Main Street 
Winter Harbor, ME 04693

Bar Harbor Bankshares        24        2015 SUMMARY ANNUAL REPORT

 
 
Bar Harbor Bankshares
CORPORATE INFORMATION

ANNUAL MEETING
The Annual Meeting of shareholders  
of Bar Harbor Bankshares will be held  
at 11:00 a.m. on Tuesday, May 17, 2016 
at the Bar Harbor Club located on  
West Street in Bar Harbor, Maine.

FINANCIAL INFORMATION
Shareholders, analysts and other investors 
seeking financial information about Bar 
Harbor Bankshares should contact Gerald 
Shencavitz, Executive Vice President, Chief 
Financial Officer and Treasurer, at 207-288-3314.

INTERNET
Bar Harbor Bank & Trust information, as  
well as Bar Harbor Bankshares Form 10-K,  
is available at www.bhbt.com.

SHAREHOLDER ASSISTANCE
Questions concerning your shareholder 
account, including change of address forms, 
records or information about lost certificates 
or dividend checks, should be directed to our 
transfer agent: 
American Stock Transfer & Trust Company, LLC  
6201 15th Avenue 
Brooklyn, New York 11219 
800-937-5449 / www.amstock.com

STOCK EXCHANGE LISTING
Bar Harbor Bankshares common  
stock is traded on the NYSE MKT, LLC  
(www.nyse.com), under the symbol BHB.

FORM 10-K ANNUAL REPORT
The Company refers you to its Annual Report 
on Form 10-K for fiscal year ended December 
31, 2015 for detailed financial data, manage-
ment’s discussion and analysis of financial con-
dition and results of oper ations, disclosures 
about market risk, market information includ-
ing stock graphs, descriptions of the business 
of the Company and its products and services, 
and a listing of its executive officers.

MAILING ADDRESS
If you need to contact our corporate  
head quarters office, write:  
Bar Harbor Bankshares
Post Office Box 400 
82 Main Street 
Bar Harbor, Maine 04609-0400 
207-288-3314 • 888-853-7100

PRINTED FINANCIAL INFORMATION
We will provide, without charge, and upon 
written request, a copy of the Bar Harbor 
Bankshares Annual Report to the Securities 
and Exchange Commission on Form 10-K. The 
Bank will also provide, upon request, Annual 
Disclosure Statements for Bar Harbor Bank & 
Trust as of December 31, 2015. Please contact 
Marsha C. Sawyer, Bar Harbor Bankshares 
Clerk, at 207-288-3314 or the above address.

Annual Report Design by Curran & Connors, Inc. / www.curran-connors.com
Photography by Chris Pinchbeck/www.pinchbeckphoto.com pages 2, 4, 12 and 13.

B R A N D   P R O M I S E :   
Bar Harbor Bank & Trust is a true community bank.  We recognize, appreciate, 
and support the unique people and culture in the places we call home.

B R A N D   S TO R Y:   
Bar Harbor Bank & Trust understands the unique opportunities and challenges that 
our customers face and we’re here to face them, too. We’re known for our excep-
tional support of the people, businesses and communities in the places we call 
home. The staff is widely known as trustworthy, resourceful and friendly—people 
who customers can count on to help them find solutions they need. Commitment 
to honest service and belief in our customers are why Bar Harbor Bank & Trust 
stands out as a true community bank.

1- 8 8 8 - 853 -710 0   w w w. B H B T. co m