2026-05-06T14:05:35-05:00 2025-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 9229 DELEGATES ROW STE 250 INDIANAPOLIS IN 46240 990 2025-01-01 351083471 DEPARTMENT OF FINANCIAL INSTITUTION DIV HOOSIER HILLS CREDIT UNION DEPA 8122796644 630 LINCOLN AVENUE BEDFORD IN 47421 COLE WATSON CHIEF FINANCIAL OFFICER 8126492950 2026-05-05 1 CHRISTINE KEITH CPA P00963290 3173475200 2025 2025-03-06 01:10:19Z COLE WATSON 630 LINCOLN AVENUE BEDFORD IN 47421 58074896 0 X WWW.HOOSIERHILLSCU.ORG X 1933 IN TO PROVIDE SAVINGS AND LOAN PRODUCTS TO MEMBERS. 7 7 190 11 1868000 138225 0 0 41235935 43351858 4769673 4367581 9408786 10355457 55414394 58074896 0 0 0 0 18658327 18902553 0 0 0 32749556 32381664 51407883 51284217 4006511 6790679 895281936 925668391 123335706 88455366 771946230 837213025 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 1 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 14539 0 1 190 1 1 1 0 0 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 CHET MOORE 8122796644 630 LINCOLN AVENUE BEDFORD IN 47421 TRAVIS MARKLEY PRESIDENT/CEO 45.00 X 535014 0 50486 JAMES ALDRIDGE FORMER CHIEF INNOVATION OFFICER 45.00 X 270550 0 12818 CHARLES KING CHIEF OPERATIONS OFFICER 45.00 X 218154 0 31622 JOE WARD CHIEF STRATEGY OFFICER 45.00 X 214543 0 29338 COLEMAN WATSON CHIEF FINANCIAL OFFICER 45.00 X 189172 0 36427 KATHERINE BEAUCHAMP CHIEF CULTURE OFFICER 45.00 X 187647 0 30386 CHRISTINA ZAZZETTI CHIEF MARKETING OFFICER 45.00 X 178416 0 29623 STEVEN HAWKINS SVP, COMMERCIAL SERVICES 45.00 X 185487 0 33867 SARAH SHIELDS SVP, RISK MANAGEMENT 45.00 X 160580 0 28730 DEWAYNE BURRESS VP, INFRASTRUCTURE AND SUPPORT/INFOR SECURITY OFFI 45.00 X 135493 0 32629 JASON HUGHES VP, COMMERCIAL SERVICES 45.00 X 133486 0 28807 ASHLEY WILKERSON SVP LENDING OPERATIONS 45.00 X 127892 0 18940 JAY BROWN BOARD CHAIRMAN 2.00 X 0 0 0 BRIAN JOHNSON BOARD VICE CHAIRMAN 2.00 X 0 0 0 SALLY GOGEL FISHER BOARD SECRETARY 2.00 X X 0 0 0 JENNIE EDWARDS BOARD TREASURER 2.00 X 0 0 0 R ALAN CUMMINGS BOARD DIRECTOR 2.00 X 0 0 0 CHAD HELMING BOARD DIRECTOR 2.00 X 0 0 0 KEITH WILKINSON BOARD DIRECTOR 2.00 X 0 0 0 2536434 0 363673 12 0 1 0 Q2 SOFTWARE INC PO BOX 205970 DALLAS TX 753205970 TECHNOLOGY 651689 FISERV INC PO BOX 934057 ATLANTA GA 93405 TECHNOLOGY 577736 QSI INC 107 SCHULER DR BARDSTOWN KY 40004 TECHNOLOGY 471297 DARLING CONSULTING GROUP 260 MERRIMAC ST NEWBURYPORT MA 01950 ASSET LIABILITY MANAGEMENT 212905 IMM PO BOX 1114 RAHWAY NJ 07065 TECHNOLOGY 166344 16 INTEREST ON LOANS 522291 43351858 43351858 43351858 4367581 4367581 OTHER OPERATING INCOME 522100 5056532 5056532 FEE INCOME 522100 3430925 3430925 INSURANCE COMMISSIONS 524298 1868000 1868000 10355457 58074896 56206896 1868000 0 2014196 12770904 4117453 37520 175426 2675897 884272 2176934 2011882 1194365 657107 17408017 1310411 15732 UNRELATED BUSINESS INCO 254281 PROVISION FOR LOAN LOSS 2005864 LOAN SERVICING EXPENSE 999773 MISCELLANEOUS EXPENSE 231021 343162 51284217 9041941 8683448 1600987 679389 726405238 742093312 2344538 1915580 36085405 22325195 14766601 13760210 67276486 68496193 50970596 66702710 22875549 23337549 895281936 925668391 5688972 5878443 117000000 82000000 646734 576923 123335706 88455366 X 709496859 764501074 48209885 54251394 14239486 18460557 771946230 837213025 895281936 925668391 X 6790679 3471901 55004215 X X 0 1 X 1 0 3384999 3384999 19101150 10640981 8460169 314820 185035 129785 13000154 11448787 1551367 284282 50392 233890 13760210 INVESTMENTS 66702710 F 66702710 OTHER LIABILITIES 576923 576923 X 1 1 X X X X 0 1 0 TRAVIS MARKLEY PRESIDENT/CEO 447513 0 66111 0 21390 0 27890 0 22596 0 585500 0 0 0 JAMES ALDRIDGE FORMER CHIEF INNOVATION OFFICER 168808 0 51 0 101691 0 11849 0 969 0 283368 0 0 0 CHARLES KING CHIEF OPERATIONS OFFICER 216911 0 512 0 731 0 9135 0 22487 0 249776 0 0 0 JOE WARD CHIEF STRATEGY OFFICER 210901 0 512 0 3130 0 9014 0 20324 0 243881 0 0 0 COLEMAN WATSON CHIEF FINANCIAL OFFICER 188042 0 761 0 369 0 13940 0 22487 0 225599 0 0 0 KATHERINE BEAUCHAMP CHIEF CULTURE OFFICER 186731 0 507 0 409 0 13161 0 17225 0 218033 0 0 0 CHRISTINA ZAZZETTI CHIEF MARKETING OFFICER 177044 0 507 0 865 0 12761 0 16862 0 208039 0 0 0 STEVEN HAWKINS SVP, COMMERCIAL SERVICES 178124 0 579 0 6784 0 13543 0 20324 0 219354 0 0 0 SARAH SHIELDS SVP, RISK MANAGEMENT 159481 0 591 0 508 0 11653 0 17077 0 189310 0 0 0 DEWAYNE BURRESS VP, INFRASTRUCTURE AND SUPPORT/INFOR 134753 0 379 0 361 0 10033 0 22596 0 168122 0 0 0 JASON HUGHES VP, COMMERCIAL SERVICES 132555 0 379 0 552 0 9727 0 19080 0 162293 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 INTEREST 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 CONTRIBUTIONS 55,004,215. 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 1561809 4207987 HOOSIER HILLS CREDIT UNION