14.INCOME TAXES:

Income tax expense is summarized as follows:

(Dollar amounts in thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Federal:

 

  ​

 

  ​

 

  ​

Currently payable

$

15,465

$

11,028

$

9,047

Deferred

 

513

 

(3,067)

 

263

 

15,978

 

7,961

 

9,310

State:

 

  ​

 

  ​

 

  ​

Currently payable

 

3,255

 

2,131

 

2,302

Deferred

 

273

 

(213)

 

209

 

3,528

 

1,918

 

2,511

TOTAL

$

19,506

$

9,879

$

11,821

The Corporation has no foreign operations and therefore no foreign tax expense.

The reconciliation of income tax expense with the amount computed by applying the statutory federal income tax rate of 21% to income before income taxes is summarized as follows:

(Dollar amounts in thousands)

  ​ ​ ​

2025

2024

  ​ ​ ​

2023

Amount

Rate

Amount

Rate

Amount

Rate

Federal income taxes computed at the statutory rate

$

20,730

21.0

%

$

12,002

21.0

%

$

15,223

21.0

%

Effect of:

 

  ​

 

  ​

 

  ​

State tax, net of federal benefit (1)

 

2,787

2.8

 

1,515

2.6

 

1,984

2.7

Tax credits

Low Income Housing Tax Credits(2)

 

(871)

(0.9)

 

(542)

(0.9)

 

(1,720)

(2.4)

Nontaxable or nondeductible items

 

 

 

Tax Exempt Interest Income, net of TEFRA

(2,758)

(2.8)

(2,905)

(5.1)

(2,942)

(4.1)

Tax Exempt BOLI Income

(533)

(0.5)

(490)

(0.8)

(607)

(0.8)

Nondeductible compensation

733

0.7

293

0.5

193

0.3

Other

(141)

(0.1)

5

0.0

(18)

0.0

Other adjustments

 

(441)

(0.4)

 

1

0.0

 

(292)

(0.4)

Effective tax rate

$

19,506

19.8

%

$

9,879

17.3

%

$

11,821

16.3

%

(1) States and local jurisdictions that make up the majority (greater than 50 percent) of the tax effect in this category include Illinois and Indiana for 2025, 2024, and 2023.

(2) Includes tax credits, other tax benefits, and certain costs associated with LIHTC investments. The amortization related to LIHTC investments is recognized in income tax expense in 2025 and 2024 with the adoption of PAM on January 1, 2024, and net with credit on this table. In 2023, the amortization was recorded in other noninterest expense.

Income taxes were paid as follows:

(Dollar amounts in thousands)

2025

2024

2023

Amount

Amount

Amount

Federal income taxes

$

10,305

$

8,830

$

9,450

State and local(1)

Illinois

 

1,095

 

700

 

958

Indiana

 

770

 

975

 

442

Other

 

960

 

(25)

 

500

TOTAL

$

13,130

$

10,480

$

11,350

(1) The amount of income taxes paid to a particular state or jurisdiction is disclosed only for those states and jurisdictions that meet the 5% disaggregation threshold in a given year. Taxes paid to states and jurisdictions that do not meet the 5% disaggregation threshold in a given year are included in Other.

The tax effects of temporary differences that give rise to significant portions of the deferred tax assets and liabilities at December 31, 2025 and 2024, are as follows:

(Dollar amounts in thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

Deferred tax assets:

 

  ​

 

  ​

Other than temporary impairment

$

742

$

742

Net unrealized losses on retirement plans

 

1,108

 

1,493

Net unrealized loss on available for sale securities

 

24,861

 

38,000

Loan loss provisions

 

11,970

 

11,543

Unfunded commitments

 

730

 

530

Deferred compensation

 

1,239

 

1,863

Compensated absences

 

328

 

814

Post-retirement benefits

 

1,115

 

1,188

Lease liability

 

1,882

 

1,953

Other

 

3,923

 

4,147

GROSS DEFERRED ASSETS

 

47,898

 

62,273

Deferred tax liabilities:

 

  ​

 

  ​

Depreciation

 

(629)

 

(236)

Mortgage servicing rights

 

(120)

 

(204)

Pensions

 

(1,918)

 

(1,594)

Right-of-use asset

 

(1,842)

 

(1,927)

Intangibles

 

(5,892)

 

(6,246)

Purchase accounting

 

(333)

 

(189)

Other

 

(3,457)

 

(3,860)

GROSS DEFERRED LIABILITIES

 

(14,191)

 

(14,256)

NET DEFERRED TAX ASSETS

$

33,707

$

48,017

Unrecognized Tax Benefits — A reconciliation of the beginning and ending amount of unrecognized tax benefits is as follows:

(Dollar amounts in thousands)

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Balance at January 1

$

778

$

826

$

858

Additions based on tax positions related to the current year

 

166

 

126

 

74

Additions based on tax positions related to prior years

 

 

 

Reductions due to the statute of limitations

 

(298)

 

(174)

 

(106)

Balance at December 31

$

646

$

778

$

826

Of this total, $646 thousand represents the amount of unrecognized tax benefits that, if recognized, would favorably affect the effective income tax rate in future periods. The Corporation does not expect the total amount of unrecognized tax benefits to significantly increase or decrease in the next 12 months.

The total amount of interest and penalties recorded in the income statement for the years ended December 31, 2025, 2024 and 2023 was an expense increase of $15 thousand, an increase of $8 thousand, and an increase of $18 thousand, respectively. The amount accrued for interest and penalties at December 31, 2025, 2024 and 2023 was $144 thousand, $129 thousand and $121 thousand, respectively.

The Corporation and its subsidiaries are subject to U.S. federal income tax as well as income tax of the states of Indiana, Illinois, Kentucky, Tennessee, Georgia, and other states. The Corporation is no longer subject to examination by taxing authorities for years before 2022.

Historical Timeline

Fiscal YearFiled
2025Mar 4, 2026Showing above
2024Mar 5, 2025
2023Mar 11, 2024

About Income Taxes Disclosures

The income tax disclosure reveals how much a company actually pays in taxes versus what the statutory rate would predict. Analysts focus on the effective tax rate (ETR) reconciliation, which breaks down every item driving the gap between the 21% federal rate and the company's reported ETR — including R&D credits, foreign rate differentials, and state taxes. Deferred tax assets (DTAs) and their valuation allowances signal management's confidence in future profitability: a rising allowance suggests the company doubts it can use accumulated tax benefits. Uncertain tax benefit (UTB) reserves quantify exposure to IRS challenges on aggressive positions.

Key signals to watch: sudden ETR drops without clear operational reasons, large increases in valuation allowances, growing UTB balances, and significant unremitted foreign earnings. Post-TCJA, pay attention to GILTI and BEAT provisions that affect multinational tax structures. Compare the cash taxes paid (from the cash flow statement) against the income tax provision to gauge earnings quality.