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Kish Bancorp, Inc.

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FY2015 Annual Report · Kish Bancorp, Inc.
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2015 ANNUAL REPORT

Contents

Chairman’s Letter to the shareholders 

this is Home 

Financial Highlights 

Board Members and Directors 

2–3

4–6

7

8

c h a i r m a n ' s   l e t t e r
to tHe sHAReHoLDeRs

on behalf of the entire Kish team, it is my pleasure to present this 2015 Annual Report to 
the shareholders and community stakeholders of Kish Bancorp, Inc. 

With a sustained focus on growth throughout 2015, and buoyed by a strong capital position 
and asset quality, the Corporation achieved record earnings based on gains in loans and 
deposits, coupled with revenues from mortgage lending, wealth management, insurance, 
and travel. overall, financial highlights for 2015 are as follows:

•	 net income of $4.49 million, or $3.73 per share, rose 3.09% in 2015 compared to net 

income of $4.36 million, or $3.63 per share, in 2014. 

•	 Loans of $451 million at December 31, 2015, increased $31 million, or 7.41%, 

compared to $420 million at December 31, 2014.

•	 total deposits of $543 million at December 31, 2015, increased $34 million, or 6.69%, 

compared to $509 million at December 31, 2014.

•	 total assets reached a new high of $697 million at year end 2015. 

•	 Book value per share of $41.78 per share as of December 31, 2015, increased 4.76% 

over book value per share of $39.96 at December 31, 2014.

•	 Return on average shareholders’ equity was 8.89% for 2015, compared to 9.54% for 

the prior year due to a $2.4 million increase in shareholders’ equity. 

•	 the net interest margin was 3.29% for 2015, compared to 3.27% for the same period 

last year.

While financial results sustained the Corporation’s upward momentum, the true measure 
of performance is the success of the Kish team’s ability to meet the financial needs of 
the region in an increasingly robust way. toward that end, the Corporation invested in 
new technology this year designed to further strengthen the relationship management 
process across all business lines. the marriage of new technologies to a sophisticated 
set of product offerings, supported by a professional team dedicated to extraordinary 
client service, continues to differentiate Kish in the marketplace. Kish’s business model 
links employee satisfaction to customer loyalty. simply stated, growth and profitability are 
closely tied to the value clients place on the services they receive and the loyalty they have 
to the people and organization serving them. this approach, implemented intentionally at 
Kish, demonstrates that the approach the team embraces is markedly different from the 
wholesale approach that drives much of the financial services industry today. 

tHIs Is HoMe, the theme of this year’s annual report, is the essential element of Kish's 
business model. the theme was selected to illustrate Kish Bancorp’s commitment to the 
central Pennsylvania region. the core of our business is focused on our local communities 
and serving the individuals, families, and businesses in our region. It recognizes that home 
is more than a place. Home is security, stability, and a safe haven in a challenging and 
sometimes difficult world. Home is the firm ground from which the confidence to pursue 
successful outcomes grows. Kish clients expect that sense of security, stability, confidence, 
and trust that home brings. they can be confident that they will be welcomed, recognized, 
and appreciated as individuals when they interact with us, whatever channel they choose. 
the Corporation, in turn, acknowledges the responsibilities that come with the awareness 
that our clients depend on us to deliver banking and financial solutions to them in a 
responsive and customized way. 

William P. Hayes 
Chairman of the 
Board, President  
and Chief  
executive officer

in helping to build pride in the region, but we recognize that Kish must be relentless in 
its efforts to deliver banking and financial services that help to strengthen and sustain this 
place we call Home. to that end, I am pleased to discuss the forward-looking commitments 
we have made to serving this region and growing the Kish franchise. 

As announced previously in 2015, Kish will soon open a new location in downtown state 
College. this new "expect More store" will represent an evolution of how Kish will meet 
the needs of the next generation of clients. the downtown state College location will 
incorporate the changes in branch functionality with technological advances that apply not 
only to community banking, but also to all the financial services Kish offers. As always, the 
differentiator for Kish will be that such advancements will be supported by knowledgeable 
and caring people who are mission critical to Kish’s client-focused and community-centric 
business model. 

none of Kish's goals would be achievable without the leadership and support of a strong 
Board of Directors committed to the Corporation’s future. We gratefully acknowledge 
the Board's leadership in guiding Kish's vision, while tending to the risks inherent in 
the current banking and regulatory environment. to all of the Board members, who are 
listed separately in this report, we express our gratitude. During 2015, we were pleased 
to announce the addition of Paul silvis, Founder of silcotek Corporation and Restek 
Corporation, to the Kish Bank and Kish Bancorp Boards. He joins a highly valued group 
of board and regional board members who work tirelessly to grow the Kish franchise and 
advance its mission. 

As we conclude this report of another successful year of upward momentum at Kish 
Bancorp, we want to express our sincere gratitude to you, our shareholders and community 
stakeholders, for your belief in the value and worth that our Corporation brings to the 
region. together, with the Kish team and the clients and communities we serve, we can 
truly say that KIsH Is HoMe.

sincerely,

the people, businesses, and institutions of central Pennsylvania's communities are 
fortunate to be characterized by a deep sense of pride in place, built over generations, that 
distinguishes this region. All of us at Kish Bancorp are proud of the part Kish has played 

William P. Hayes 
Chairman of the Board, President and 
Chief executive officer

2     Kish Bancorp, Inc.

2015 Annual Report     3

the Corporation’s business units is a priority at Kish. the 
team’s ability to work together to make clients—and 
prospective clients—feel welcomed and confident about 
their engagement with the Corporation is a strategic 
priority shared by all Kish associates. When clients can 
count on Kish services that are consistently responsive to 
their unique needs, then we are fulfilling our mission. 

supporting that focus, the Corporation added hospitality 
to its short list of top strategic priorities for 2016. Although 
hospitality is already a hallmark at Kish, the intention is 
to further sharpen this focal point of our business. the 
team is expanding Kish’s service quality standards to 
reach a 5 star service and hospitality level—one that will 
be linked to the Kish brand, its marketing and branding 
program, and even its hiring practices and processes. In 
concert with this strategic objective, a number of steps 
are being taken to enhance the client experience at Kish. 
Areas are being created within existing spaces where 
clients will be welcomed to visit, access high-speed Wi-Fi, 
digest financial information, or simply enjoy a quiet cup 
of coffee. Additionally, Kish will continue to extend its 
facilities to regional nonprofits with whom the Corporation 
is strategically aligned. this is yet another way that Kish 
adds value to the community, underscores the importance 
of community alignment, and provides clients and 
community members with a welcoming experience where 
they feel at Home. this is especially true where Kish can 
emphasize the unique alignment with our communities. 

to that end, in 2015, Kish kicked off a new tradition to 
celebrate the spirit of volunteerism that permeates the 
region. the first annual "Kish Celebrates Community" 
event reached out to clients and communities and, in 
the process, recognized those who work hard to make 
communities in the region the special places they are. 
several hundred clients and significant volunteer leaders 
who devote countless hours to the betterment of our 
central Pennsylvania communities participated in the 
“Kish Celebrates Community” event at Penn state’s 
Beaver stadium in the spring. Kish Ambassador Coquese 
Washington, Head Coach for Women’s Basketball at Penn 
state, and her friend and colleague, James Franklin, Head 
Football Coach at Penn state, supported the celebration 
with their presence and remarks. they recognized that 
community alignment and engagement at Kish are not 
simply core values, but are the means by which the 
Corporation’s business model is differentiated in the 
region. All who attended shared Kish’s commitment to 
community. We were pleased to recognize Kish's internal 
Community Impact Award winner, troy Frank, and to tell 
the story of how Kish employees do their part to ensure 
that the places where all of us live and work are good 
and positive homes for us all. the message embodied 
in the “Kish Celebrates Community” event has validated 
the Corporation’s culture of volunteerism and strong 
connection to the communities Kish serves. this new 
tradition of celebrating Kish’s alignment with community 
will be extended annually across the Corporation’s  

Kish Bancorp is a values-driven financial services holding 
company with a regional community bank at its core 
that has been headquartered in the central Pennsylvania 
region for more than a century. Kish has built its 
reputation and success by making a positive difference 
in the lives of its clients and communities. today, Kish is 
more focused than ever on remaining a positive presence 
in the region for generations to come. this commitment is 

deeply rooted in the heritage and culture of the Company 
and is driven by both a strong desire and capacity to serve 
the needs of the people and the businesses, institutions, 
and municipalities that thrive here.

Kish Bancorp's businesses are comprised of retail and 
business banking, wealth management and trust, property 
and casualty insurance, and travel services. these activities 
comprise the services through which the Corporation 
supports the full array of banking, financial, and travel 
services needs in the region. they benefit the Corporation 
by generating revenues that strengthen Kish’s ability to 
reinvest in the Company's delivery channels and make a 
difference for the communities and people in the region. 

Kish Bank is at the core of the business model, offering 
a full array of retail, mortgage, and business banking 
services. the bank's trust unit delivers sophisticated 
fiduciary and investment management services to higher 
net worth clients. Kish Financial solutions provides 
investment advisory and financial planning services, and 
assists businesses with services ranging from succession 
planning and profit-sharing plans to group insurance 
solutions. Kish Insurance is a full-service, independent 
insurance agency dedicated to providing high-quality 
property and casualty insurance products supported 
through superior client services. Kish travel, another 
full-service, licensed business line in the Kish family of 
companies, offers professional travel planning services for 
individuals, groups, and businesses to locations virtually 
anywhere in the world. 

All Kish business units are dedicated to client fulfillment 
through many stages of life. our objective is to do 
business in a way that delivers an unparalleled client 
experience. ensuring that all those who live and work 
in the region feel at home when engaging with any of 

4     Kish Bancorp, Inc.

2015 Annual Report     5

three-county market area, and the Kish team looks forward 
to sharing its pride in this place we call Home.  

Looking to the future, Kish recognizes that we are in an 
environment where it is critical for regional community 
banks and their affiliates to monitor the broad challenges 
that face our industry. these challenges include changing 
regulatory requirements, the difficulty of pursuing 
economic expansion in a complex global economy, 
changing cultural norms and shifting demographics, 
the increasing speed of technological change, and the 
competition to recruit and train the next wave of talent 
required to lead the Corporation forward. All of this 
occurs in the context of a fiercely competitive industry, 
where the winners will be decided by a clarity of vision and 
purpose that yields a distinct competitive advantage. 

As Kish Bancorp continues its drive into the future, it does 
so armed with the knowledge that the new generations 
of clients will be pursuing the services we offer through 
a variety of channels. We anticipate that each of these 
channels will communicate clearly the "at Home" feelings 
of security, stability, confidence, and trust that permeate 
the Kish brand. the Corporation has moved carefully and 
intentionally into a number of the delivery channels that 
define current state-of-the-art thinking about how financial 
services will be delivered in the future. In 2016, Kish will 
open a new "branch of the future" on Allen street in 
downtown state College. Planning for this new “expect 
More store” provides exciting opportunities for Kish to 
serve its clients and communities through a variety of 
added channels and venues. the evolution of our model, 
however, will not abandon what has made us unique to 
the region’s communities and clients. Although times, 
technologies, people, and businesses may change, the 
need for financial solutions and the need to ensure strong 
financial partnerships will be constant across generations 
and cultures. For 116 years, Kish has been a partner in 
building the quality of life here in central Pennsylvania 
and is proud that we still call this wonderful place Home. 
As the Kish team embraces the future for banking, wealth 
management, insurance, and travel, it will be true to the 
same values, service ethic, and engagement with the 
community that have always made Kish feel like Home to 
so many. our priorities will remain those of supporting 
economic growth in the community; creating opportunity 
for employees; building value for individuals, families, and 
businesses; and generating attractive, sustained returns 
for shareholders. 

After all, there is no place we'd rather be.

financial highlights

five-year summary

For the Year

net Income

net Income Before taxes

total Dividends Declared

at Year end (in $000s)

total Assets

total Loans (net)

total Deposits

stockholders’ equity

Loan Loss Reserve

net Loan Losses (Recoveries)

ratio analYsis

Return on Average Assets*

Return on Average equity*

Dividend Declared/net Income

Loans/Deposits

Primary Capital/total Assets

total Capital/Risk Weighted Assets

Loan Loss Reserve/Loans

net Loan Losses to total Loans (net)

Per share data

Basic earnings

Fully Diluted earnings

Dividends Paid

equity (Book Value)

equity Plus Loan Loss Reserve

2015

2014

2013

2012

2011

   $4,494,241 

    $4,358,608 

  $4,216,873 

  $3,629,794 

  $3,631,298 

5,125,151 

2,112,600 

5,130,129 

2,005,848 

4,980,589 

1,971,992 

4,168,872 

1,960,051 

4,070,114 

1,760,493 

 $696,895 

 $659,600 

 $630,132 

 $557,575 

 $560,069 

445,425 

542,629 

51,281 

5,752 

492 

0.66%

8.89%

47.01%

82.09%

8.18%

12.62%

1.27%

0.12%

$3.73 

3.69 

1.72 

41.78 

46.46 

414,061 

508,616 

48,853 

6,009 

219 

0.67%

9.54%

46.02%

81.41%

8.32%

13.07%

1.43%

0.05%

$3.63 

3.60 

1.64 

39.96 

44.87 

381,261 

494,374 

40,681 

5,928 

34 

0.69%

9.70%

46.76%

77.12%

7.40%

13.17%

1.53%

0.01%

$3.54 

3.51 

1.62 

33.40 

38.27 

351,040 

460,450 

46,252 

6,867 

445 

0.65%

8.61%

54.00%

76.24%

9.53%

14.05%

1.92%

0.12%

$3.05 

3..05

1.62 

38.10 

43.76 

362,163 

454,660 

43,517 

7,043 

3 

0.65%

9.82%

48.48%

79.66%

9.03%

13.85%

1.91%

0.00%

$3.37 

3.36 

1.62 

36.48 

42.38 

Average shares outstanding (#)

1,203,630 

1,199,207 

1,192,755 

1,189,222 

1,077,470 

*Due to fluctuations in the mark to market valuation for investment securities, these are not included in the totals for average assets and average equity.

net Income (in millions)

earnings & Dividends (per share)

stock Valuation (per share)

6     Kish Bancorp, Inc.

2015 Annual Report     7

Board memBers and directors

Board oF directors oF kish BancorP, inc.

executiVe oFFicers

William P. hayes, chairman, President and chief executive officer
sangeeta kishore, senior executive Vice President, chief Financial 

officer and senior risk officer

Peter d. collins, executive Vice President, chief credit officer
Gregory t. hayes, executive Vice President, head of retail Banking and 

client solutions

robert s. McMinn, executive Vice President, General counsel 
James l. shilling, Jr., executive Vice President, senior lending officer

senior oFFicers

robert l. crane, senior Vice President, Profitability director
amy M. Muchler, senior Vice President, deposit operations and support 

services director

debra k. Weikel, senior Vice President, loan administration director
suzanne M. White, senior Vice President, human resources director
stanley n. ayers, Vice President, special assets Manager
douglas c. Baxter, Vice President, accounting and controls Manager
kathleen M. Boop, Vice President, Personal lines insurance Manager
kimberly a. Bubb, Vice President, services and systems Manager
larry e. Burger, Vice President, commercial relationship Manager
david a. coble, Vice President, Branch Manager 
John P. cunningham, ii, Vice President, regional Market Manager
Wade e. curry, lutcF, Vice President, investment services
terra l. decker, Vice President, compliance and Bsa training director/

Bsa officer

ann k. Guss, Vice President, residential lender
allana l. hartung, Vice President, commercial relationship Manager
carol M. herrmann, Vice President, Marketing, administration, and 

communications director/ceo, kish travel
Marsha k. kuhns, Vice President, Branch Manager
John Q. Massie, Vice President, commercial relationship Manager
thomas Minichiello, Vice President, regional Market Manager
denise F. Quinn, Vice President, commercial relationship Manager
Melissa k. royer, Vice President, client solutions technical advisor
cheryl e. shope, Vice President, residential lender
n. robert sunday, iii, Vice President, compliance officer
kayelene G. sunderland, Vice President, Wealth Management/trust 

administrator

Jeffrey d. Wilson, Vice President/ceo, kish agency
William W. Yaudes, Vice President, regional Market Manager

William P. hayes, chairman
James J. lakso, Vice chairman
William l. dancy, secretary
spyros a. degleris, Member
edward a. Friedman, Member
Paul G. howes, Member
William s. lake, Member
Phyllis l. Palm, Member
Paul h. silvis, Member

Board oF directors oF kish Bank

William P. hayes, chairman
James J. lakso, Vice chairman
William l. dancy, secretary
spyros a. degleris, Member
edward a. Friedman, Member
Paul G. howes, Member
William s. lake, Member
Phyllis l. Palm, Member
Paul h. silvis, Member

centre countY reGional Board

spyros a. degleris, Member
adam r. Fernsler, Member
edward a. Friedman, Member
alan G. hawbaker, Member
Paul G. howes, Member
Michael J. krentzman, Member
Paul h. silvis, Member
Brandon M. Zlupko, Member

huntinGdon countY reGional Board

arthur J. decamp, Member
Wayne a. hearn, Member
stephen c. huston, Member
James J. lakso, Member
dominick F. Peruso, Jr., Member
Pamela F. Prosser, Member
Burgess a. smith, Member
delmont r. sunderland, Member
James a. troha, Member
Frances V. Vaughn, Member

MiFFlin countY reGional Board

Michael a. Buffington, Member
christina calkins-Mazur, Member
ronald M. cowan, Member
William l. dancy, Member
James W. Felmlee, Member
eric k. Fowler, Member
William s. lake, Member
harvard k. Mccardle, Member
alan J. Metzler, Member
Gary l. oden, Member
Phyllis l. Palm, Member
John Pannizzo, Member

8     Kish Bancorp, Inc.

4255 east Main street, Belleville, PA 17004  |  1-888-554-4748  |   www.kishBank.com