Nonprofit · EIN 35-1083471
HOOSIER HILLS CREDIT UNION
Tax-exempt · BEDFORD, IN 47421
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $58,074,896 | $51,284,217 | $6,790,679 | $925,668,391 | $88,455,366 | $837,213,025 |
| December 31, 2024 | 990 | $55,414,394 | $51,407,883 | $4,006,511 | $895,281,936 | $123,335,706 | $771,946,230 |
| December 31, 2023 | 990 | $49,040,925 | $44,421,496 | $4,619,429 | $907,183,968 | $149,020,718 | $758,163,250 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $43,351,858
- Investment income
- $4,367,581
- Other revenue
- $10,355,457
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,014,196
- Other salaries and wages
- $12,770,904
- Salaries, compensation and benefits (total)
- $18,902,553
- Professional fundraising fees
- $0
- Legal fees
- $37,520
- Accounting fees
- $175,426
- Occupancy
- $1,194,365
- Travel
- $657,107
- Depreciation
- $1,310,411
Balance sheet and other
- Total assets, start of year
- $895,281,936
- Total assets, end of year
- $925,668,391
- Total liabilities, end of year
- $88,455,366
- Net assets, end of year
- $837,213,025
- Land, buildings and equipment
- $13,760,210
- Publicly traded securities
- $68,496,193
- Gross unrelated business income
- $1,868,000
- Gross receipts
- $58,074,896
- Employees
- 190
- Volunteers
- 11
- Year formed
- 1933
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRAVIS MARKLEY | PRESIDENT/CEO Officer | 45 | $535,014 | $50,486 |
| JAMES ALDRIDGE | FORMER CHIEF INNOVATION OFFICER Officer | 45 | $270,550 | $12,818 |
| CHARLES KING | CHIEF OPERATIONS OFFICER Officer | 45 | $218,154 | $31,622 |
| JOE WARD | CHIEF STRATEGY OFFICER Officer | 45 | $214,543 | $29,338 |
| COLEMAN WATSON | CHIEF FINANCIAL OFFICER Officer | 45 | $189,172 | $36,427 |
| STEVEN HAWKINS | SVP, COMMERCIAL SERVICES Highest-paid employee | 45 | $185,487 | $33,867 |
| KATHERINE BEAUCHAMP | CHIEF CULTURE OFFICER Officer | 45 | $187,647 | $30,386 |
| CHRISTINA ZAZZETTI | CHIEF MARKETING OFFICER Officer | 45 | $178,416 | $29,623 |
| SARAH SHIELDS | SVP, RISK MANAGEMENT Highest-paid employee | 45 | $160,580 | $28,730 |
| DEWAYNE BURRESS | VP, INFRASTRUCTURE AND SUPPORT/INFOR SECURITY OFFI Highest-paid employee | 45 | $135,493 | $32,629 |
| JASON HUGHES | VP, COMMERCIAL SERVICES Highest-paid employee | 45 | $133,486 | $28,807 |
| ASHLEY WILKERSON | SVP LENDING OPERATIONS Highest-paid employee | 45 | $127,892 | $18,940 |
| JAY BROWN | BOARD CHAIRMAN Trustee or director | 2 | $0 | $0 |
| BRIAN JOHNSON | BOARD VICE CHAIRMAN Trustee or director | 2 | $0 | $0 |
| SALLY GOGEL FISHER | BOARD SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIE EDWARDS | BOARD TREASURER Trustee or director | 2 | $0 |
| R ALAN CUMMINGS | BOARD DIRECTOR Trustee or director | 2 | $0 |
| CHAD HELMING | BOARD DIRECTOR Trustee or director | 2 | $0 |
| KEITH WILKINSON | BOARD DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRAVIS MARKLEY | PRESIDENT/CEO Officer | 45 | $591,636 | $82,926 |
| JOE WARD | CHIEF FINANCIAL OFFICER Officer | 45 | $268,416 | $48,543 |
| CHARLES KING | EVP CHIEF ADMIN. OFFICER Officer | 45 | $255,575 | $51,132 |
| RUSSELL WILKIE | EVP & CHIEF EXP. OFFICER Officer | 45 | $234,199 | $47,265 |
| STEVEN HAWKINS | SVP, COMMERCIAL SERVICES Highest-paid employee | 45 | $220,216 | $42,886 |
| JAMES ALDRIDGE | SVP, TECH. & INNOVATION Highest-paid employee | 45 | $214,205 | $23,122 |
| SARAH SHIELDS | SVP, RISK MANAGEMENT Highest-paid employee | 45 | $199,240 | $38,016 |
| KATHERINE BEAUCHAMP | SVP, HR & TALENT MGMT Highest-paid employee | 45 | $176,375 | $35,571 |
| COLEMAN WATSON | SVP, CONTROLLER Highest-paid employee | 45 | $168,997 | $40,516 |
| JAY BROWN | BOARD CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| BRIAN JOHNSON | BOARD VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| JENNIE EDWARDS | BOARD TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SALLY GOGEL FISHER | BOARD SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| R ALAN CUMMINGS | BOARD DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHAD HELMING | BOARD DIRECTOR Trustee or director | 2 | $0 | $0 |
| KEITH WILKINSON | BOARD DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRAVIS MARKLEY | PRESIDENT/CEO Officer | 45 | $494,468 | $57,280 |
| JOE WARD | CHIEF FINANCIAL OFFICER Officer | 45 | $286,856 | $41,641 |
| RUSSELL WILKIE | EVP & CHIEF EXPERIENCE OFFICER Officer | 45 | $216,805 | $43,764 |
| CHARLES KING | EVP CHIEF ADMINISTRATIVE OFFICER Officer | 45 | $210,468 | $44,683 |
| STEVEN HAWKINS | SVP, COMMERCIAL SERVICES Highest-paid employee | 45 | $192,545 | $38,430 |
| JAMES ALDRIDGE | SVP TECHNOLOGY & INNOVATIO Highest-paid employee | 45 | $207,675 | $21,885 |
| JANSEN PERDUE | SVP, MEMBERSHIP EXPERIENCE Highest-paid employee | 45 | $192,798 | $29,052 |
| KATHERINE BEAUCHAMP | SVP HUMAN RESOURCES & TALE Highest-paid employee | 45 | $166,384 | $33,520 |
| DIANA SCHRADER | SVP, MORTGAGE SERVICES Highest-paid employee | 45 | $171,484 | $16,772 |
| R ALAN CUMMINGS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JENNIE EDWARDS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LEO MEADOWS | BOARD MEMBER (RETIRED) Trustee or director | 2 | $0 | $0 |
| KEITH WILKINSON | BOARD CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| JAY BROWN | BOARD VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| BRIAN JOHNSON | BOARD SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| SALLY GOGEL FISHER | BOARD TREASURER Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 630 LINCOLN AVE, BEDFORD, IN 47421-2116
- Principal officer (990 for 2025)
- COLE WATSON, 630 LINCOLN AVENUE, BEDFORD, IN 47421
- Signed the 990
- COLE WATSON, CHIEF FINANCIAL OFFICER
- Phone
- (812) 279-6644
- Website
- WWW.HOOSIERHILLSCU.ORG
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
TO PROVIDE SAVINGS AND LOAN PRODUCTS TO MEMBERS.
Program accomplishments
- STATE CHARTERED COOPERATIVE FINANCIAL INSTITUTION
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 35-1083471
- Tax-exempt status
- 501(c)(14): State-chartered credit union
- Donations deductible
- No
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $925,668,391
- Income (IRS master file)
- $58,074,896
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $58,074,896 | $51,284,217 | $925,668,391 | IRS |
| 990 | December 2024 | $55,414,394 | $51,407,883 | $895,281,936 | IRS |
| 990 | December 2023 | $49,040,925 | $44,421,496 | $907,183,968 | XML |
| 990 | December 2022 | $38,853,089 | $33,200,619 | $884,527,149 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-1083471).
Questions about HOOSIER HILLS CREDIT UNION
- What is the EIN of HOOSIER HILLS CREDIT UNION?
- The employer identification number (EIN) of HOOSIER HILLS CREDIT UNION is 35-1083471.
- Is HOOSIER HILLS CREDIT UNION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 2019.
- Are donations to HOOSIER HILLS CREDIT UNION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HOOSIER HILLS CREDIT UNION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HOOSIER HILLS CREDIT UNION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOOSIER HILLS CREDIT UNION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HOOSIER HILLS CREDIT UNION?
- The 990 for the year ended December 31, 2025 names COLE WATSON.
- Who are the officers and directors of HOOSIER HILLS CREDIT UNION?
- The 990 for the year ended December 31, 2025 lists 19 people; 12 received compensation from the organization, the highest $535,014 (TRAVIS MARKLEY, PRESIDENT/CEO).
- How much revenue does HOOSIER HILLS CREDIT UNION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $58,074,896, expenses of $51,284,217 and total assets of $925,668,391 at year end.
Other nonprofits in BEDFORD
- RADIUS INDIANA INC EIN 26-4446362 · last filed 990 for 2024
- INDIANA LABORERS TRAINING TRUST FUND EIN 35-6079079 · last filed 990 for 2026
- COMMUNITY FOUNDATION PARTNERSHIP INC EIN 35-1889139 · last filed 990 for 2024
- LAWRENCE COUNTY INDEPENDENT SCHOOLS EIN 84-4935752 · last filed 990 for 2025
- BETA ALPHA SHELTER OF DELTA TAU DELTA FRATERNITY INC EIN 35-6034855 · last filed 990 for 2025
- SOUTHERN INDIANA COOPERATIVE WEED MANAGEMENT AREA INC EIN 26-3327312 · last filed 990 for 2025
- BOYS & GIRLS CLUB OF LAWRENCE COUNTY INCORPORATED EIN 30-0759844 · last filed 990 for 2025
- PHI KAPPA PSI INDIANA BETA INC EIN 35-6201594 · last filed 990 for 2025