2023-05-12T10:16:57-05:00 2022-12-31 271235638 MCM CPAS & ADVISORS LLP 9229 DELEGATES ROW SUITE 250 INDIANAPOLIS IN 46240 990 2022-01-01 351083471 DEPARTMENT OF FINANCIAL INSTITUTION DIV HOOSIER HILLS CREDIT UNION DEPA 8122796644 630 LINCOLN AVENUE BEDFORD IN 47421 JOE WARD CHIEF FINANCIAL OFFICER 8126492950 2023-05-09 1 JOE WARD 999009999 0 CHRISTINE KEITH CPA P00963290 3173475200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOE WARD 630 LINCOLN AVENUE BEDFORD IN 47421 38853089 0 X WWW.HOOSIERHILLSCU.ORG X 1933 IN TO PROVIDE SAVINGS AND LOAN PRODUCTS TO MEMBERS. 7 7 194 12 1207241 174632 0 0 25185832 28148099 1398114 2961451 6854725 7743539 33438671 38853089 0 0 0 0 15730209 17073643 0 0 0 12703443 16126976 28433652 33200619 5005019 5652470 808986869 884527149 107193809 128739925 701793060 755787224 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 13664 0 1 194 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 449019 0 54655 JOE WARD CHIEF FINANCIAL OFFICER 45.00 X 213891 0 40668 CHARLES KING EVP CHIEF ADMINISTRATIVE OFFICER 45.00 X 210397 0 44126 RUSSELL WILKIE EVP & CHIEF EXPERIENCE OFFICER 45.00 X 207517 0 42329 JAY ANDERSON PRESIDENT-HOOSIER HILLS INVEST 45.00 X 209062 0 37512 JAMES ALDRIDGE SVP TECHNOLOGY & INNOVATION 45.00 X 209419 0 21546 STEVE HAWKINS SVP COMMERCIAL SERVICES 45.00 X 192822 0 38117 KATHERINE BEAUCHAMP SVP HUMAN RESOURCES & TALENT MANAGEMENT 45.00 X 155976 0 32207 SARAH EVANS SVP RISK MANAGEMENT 45.00 X 153551 0 32078 R ALAN CUMMINGS DIRECTOR 2.00 X 0 0 0 JENNIE EDWARDS DIRECTOR 2.00 X 0 0 0 SALLY GOGEL FISHER DIRECTOR 2.00 X 0 0 0 KEITH WILKINSON CHAIRMAN 2.00 X X 0 0 0 JAY BROWN VICE CHAIRMAN 2.00 X X 0 0 0 LEO MEADOWS SECRETARY 2.00 X X 0 0 0 BRIAN JOHNSON TREASURER 2.00 X X 0 0 0 2001654 0 343238 11 0 1 0 FISERV INC PO BOX 934057 ATLANTA GA 93405 TECHNOLOGY 1083574 Q2 SOFTWARE INC PO BOX 205970 DALLAS TX 753205970 TECHNOLOGY 595536 QSI INC 107 SCHULER DR BARDSTOWN KY 40004 TECHNOLOGY 421868 MICHAEL WALTERS ADVERTISING 444 N WABASH AVE SUITE 4W CHICAGO IL 60611 ADVERTISING 345263 RINGCENTRAL INC 20 DAVIS DRIVE BELMONT CA 94002 PHONE SYSTEM 158228 5 INTEREST ON LOANS 522291 28148099 28148099 28148099 2961451 2961451 FEE INCOME 522100 3238790 3238790 OTHER OPERATING INCOME 522100 3116661 3116661 INSURANCE COMMISSIONS 524298 1207241 1207241 180847 180847 7743539 38853089 37645848 1207241 0 1262604 11465458 4345581 93188 131465 1669809 1223573 1793773 1616416 911092 425917 4768987 1432606 17626 UNRELATED BUSINESS INCO 32646 LOAN SERVICING EXPENSE 810594 PROVISION FOR LOAN LOSS 533191 CASH OVER & SHORT 394790 271303 33200619 7755000 7654522 512092 375416 621263557 695421863 1475018 1535236 32376980 18156402 14740251 14220578 146917698 143902393 16323253 21417141 808986869 884527149 4774897 6198048 102250000 122250000 168912 291877 107193809 128739925 X 635330279 698685393 52223295 42862345 14239486 14239486 701793060 755787224 808986869 884527149 X 5652470 -16688419 65030113 X 0 0 0 3058327 3058327 17436449 8614287 8822162 127540 82648 44892 11668191 9453742 2214449 86473 5725 80748 14220578 INVESTMENTS 143902393 F 143902393 OTHER LIABILITIES 291877 291877 X 1 1 X X X X 0 1 0 TRAVIS MARKLEY PRESIDENT/CEO 449019 0 0 0 0 0 32025 0 22630 0 503674 0 0 0 JOE WARD CHIEF FINANCIAL OFFICER 213891 0 0 0 0 0 21444 0 19224 0 254559 0 0 0 CHARLES KING EVP CHIEF ADMINISTRATIVE OFFICER 210397 0 0 0 0 0 21496 0 22630 0 254523 0 0 0 RUSSELL WILKIE EVP & CHIEF EXPERIENCE OFFICER 207517 0 0 0 0 0 21068 0 21261 0 249846 0 0 0 JAY ANDERSON PRESIDENT-HOOSIER HILLS INVEST 209062 0 0 0 0 0 15694 0 21818 0 246574 0 0 0 JAMES ALDRIDGE SVP TECHNOLOGY & INNOVATION 209419 0 0 0 0 0 20487 0 1059 0 230965 0 0 0 STEVE HAWKINS SVP COMMERCIAL SERVICES 192822 0 0 0 0 0 18893 0 19224 0 230939 0 0 0 KATHERINE BEAUCHAMP SVP HUMAN RESOURCES & TALENT MANAGEM 155976 0 0 0 0 0 16077 0 16130 0 188183 0 0 0 SARAH EVANS SVP RISK MANAGEMENT 153551 0 0 0 0 0 15948 0 16130 0 185629 0 0 0 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: ADDITIONAL MEMBER SHARE CONTRIBUTIONS 63,355,113. EQUITY ACQUIRED IN A MERGER 1,675,000. HOOSIER HILLS INSURANCE LLC 630 LINCOLN AVENUE BEDFORD IN 47421 271296846 INSURANCE SALES IN 816659 3903877 HOOSIER HILLS CREDIT UNION