2024-05-13T10:24:14-05:00 2023-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 9229 DELEGATES ROW STE 250 INDIANAPOLIS IN 46240 990 2023-01-01 351083471 DEPARTMENT OF FINANCIAL INSTITUTION DIV HOOSIER HILLS CREDIT UNION DEPA 8122796644 630 LINCOLN AVENUE BEDFORD IN 47421 JOE WARD CHIEF FINANCIAL OFFICER 8126492950 2024-05-08 1 JOE WARD 999009999 0 CHRISTINE KEITH CPA P00963290 3173475200 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z JOE WARD 630 LINCOLN AVENUE BEDFORD IN 47421 49040925 0 X WWW.HOOSIERHILLSCU.ORG X 1933 IN TO PROVIDE SAVINGS AND LOAN PRODUCTS TO MEMBERS. 7 7 219 11 1657559 155135 0 0 28148099 36366029 2961451 4092583 7743539 8582313 38853089 49040925 0 0 0 0 17073643 18237023 0 0 0 16126976 26184473 33200619 44421496 5652470 4619429 884527149 907183968 128739925 149020718 755787224 758163250 TO PROVIDE SAVINGS AND LOAN PRODUCTS TO MEMBERS. 0 0 STATE CHARTERED COOPERATIVE FINANCIAL INSTITUTION 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14166 0 1 219 1 1 1 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X JOE WARD 8122796644 630 LINCOLN AVENUE BEDFORD IN 47421 TRAVIS MARKLEY PRESIDENT/CEO 45.00 X 494468 0 57280 JOE WARD CHIEF FINANCIAL OFFICER 45.00 X 286856 0 41641 RUSSELL WILKIE EVP & CHIEF EXPERIENCE OFFICER 45.00 X 216805 0 43764 CHARLES KING EVP CHIEF ADMINISTRATIVE OFFICER 45.00 X 210468 0 44683 STEVEN HAWKINS SVP, COMMERCIAL SERVICES 45.00 X 192545 0 38430 JAMES ALDRIDGE SVP TECHNOLOGY & INNOVATIO 45.00 X 207675 0 21885 JANSEN PERDUE SVP, MEMBERSHIP EXPERIENCE 45.00 X 192798 0 29052 KATHERINE BEAUCHAMP SVP HUMAN RESOURCES & TALE 45.00 X 166384 0 33520 DIANA SCHRADER SVP, MORTGAGE SERVICES 45.00 X 171484 0 16772 R ALAN CUMMINGS BOARD MEMBER 2.00 X 0 0 0 JENNIE EDWARDS BOARD MEMBER 2.00 X 0 0 0 LEO MEADOWS BOARD MEMBER (RETIRED) 2.00 X 0 0 0 KEITH WILKINSON BOARD CHAIRMAN 2.00 X X 0 0 0 JAY BROWN BOARD VICE CHAIRMAN 2.00 X X 0 0 0 BRIAN JOHNSON BOARD SECRETARY 2.00 X X 0 0 0 SALLY GOGEL FISHER BOARD TREASURER 2.00 X X 0 0 0 2139483 0 327027 10 0 1 0 FISERV INC PO BOX 934057 ATLANTA GA 93405 TECHNOLOGY 676666 Q2 SOFTWARE INC PO BOX 205970 DALLAS TX 753205970 TECHNOLOGY 634562 QSI INC 107 SCHULER DR BARDSTOWN KY 40004 TECHNOLOGY 621910 TRIMAK BUILDING SERVICES 209 E MAIN ST BROWNSBURG IN 46112 GENERAL CONTRACTING 519450 GENERAL INTERIORS INC 2001 W HUNTER VALLEY RD BLOOMINGTON IN 47404 GENERAL CONTRACTING 204990 17 INTEREST ON LOANS 522291 36366029 36366029 36366029 4092583 4092583 OTHER OPERATING INCOME 522100 3800830 3800830 FEE INCOME 522100 3123924 3123924 INSURANCE COMMISSIONS 524298 1657559 1657559 8582313 49040925 47383366 1657559 0 1395966 12211804 4629253 237320 148015 2158095 819940 1869903 1577402 1037182 682808 14049301 1434168 12703 UNRELATED BUSINESS INCO 46827 LOAN SERVICING EXPENSE 948283 MISCELLANEOUS EXPENSE 468782 PROVISION FOR LOAN LOSS 425872 267872 44421496 7654522 8444616 375416 377502 695421863 721581553 1535236 1594729 34325248 19530162 14220578 14795086 143902393 137795476 21417141 22595006 884527149 907183968 6198048 7122481 122250000 141363470 291877 534767 128739925 149020718 X 698685393 698201496 42862345 45722268 14239486 14239486 755787224 758163250 884527149 907183968 X 4619429 1764850 -4008253 X X 1 X 1 X 1 0 3164827 3164827 18603886 9253666 9350220 174923 94068 80855 12109330 10167429 1941901 272282 14999 257283 14795086 INVESTMENTS 137795476 F 137795476 OTHER LIABILITIES 534767 534767 X 1 1 X X X X 0 1 0 TRAVIS MARKLEY PRESIDENT/CEO 401754 0 71719 0 20995 0 34650 0 22630 0 551748 0 0 0 JOE WARD CHIEF FINANCIAL OFFICER 205184 0 78853 0 2819 0 22417 0 19224 0 328497 0 0 0 RUSSELL WILKIE EVP & CHIEF EXPERIENCE OFFICER 206821 0 9323 0 661 0 22503 0 21261 0 260569 0 0 0 CHARLES KING EVP CHIEF ADMINISTRATIVE OFFICER 200538 0 9490 0 440 0 22053 0 22630 0 255151 0 0 0 STEVEN HAWKINS SVP, COMMERCIAL SERVICES 177302 0 8399 0 6844 0 19206 0 19224 0 230975 0 0 0 JAMES ALDRIDGE SVP TECHNOLOGY & INNOVATIO 198223 0 9059 0 393 0 20826 0 1059 0 229560 0 0 0 JANSEN PERDUE SVP, MEMBERSHIP EXPERIENCE 189742 0 2696 0 360 0 20060 0 8992 0 221850 0 0 0 KATHERINE BEAUCHAMP SVP HUMAN RESOURCES & TALE 158272 0 7791 0 321 0 17390 0 16130 0 199904 0 0 0 DIANA SCHRADER SVP, MORTGAGE SERVICES 157598 0 7491 0 6395 0 16495 0 277 0 188256 0 0 0 PART I, LINE 7 "ALL-STAFF INCENTIVE PLAN" BASED ON THE ORGANIZATION'S FINANCIAL PERFORMANCE. PAYOUT IS BASED ON EMPLOYEE WAGE AS A PERCENTAGE OF TOTAL WAGES (PRO RATA ALLOCATION). FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHERE MEMBERSHIP IS RESTRICTED TO INDIVIDUALS AND ENTITIES WITHIN A SPECIFIC GEOGRAPHIC REGION AND EMPLOYER GROUPS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ORGANIZATION ELECT BOARD MEMBERS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY MANAGEMENT PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A PROFESSIONAL CODE OF ETHICS POLICY THAT EACH EMPLOYEE IS REQUIRED TO SIGN AND SUBMIT ANNUALLY. THE POLICY INCORPORATES THE CONFLICT OF INTERST POLICY. THE ORGANIZATION ROUTINELY MONITORS FOR POTENTIAL CONFLICTS OF INTEREST AS PART OF THEIR ANNUAL INTERNAL AUDIT PLAN. THE DEPARTMENTAL SENIOR VICE PRESIDENTS DETERMINE IF THERE IS A CONFLICT OF INTEREST AND IF A CONFLICT ARISES THE CHIEF RISK OFFICER OF THE ORGANIZATION IS CONTACTED TO DETERMINE THE NECESSARY COURSE OF ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION PERFORMS A COMPENSATION STUDY AND USES AN INDEPENDENT CONSULTANT TO DETERMINE THE COMPENSATION OF THE ORGANIZATION'S CEO. THE ORGANIZATION'S BOARD OF DIRECTORS APPROVES THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: MEMBER SHARE DISTRIBUTIONS -483,896. TRANSITION PROVISION -3,524,357. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A SUPERVISORY COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT AND SELECTING AN INDEPENDENT ACCOUNTANT. HOOSIER HILLS INSURANCE LLC 630 LINCOLN AVENUE BEDFORD IN 47421 271296846 INSURANCE SALES IN 1231011 3987403 HOOSIER HILLS CREDIT UNION