2023-05-12T16:08:39-05:00 2022-12-31 350905017 WHITINGER & COMPANY LLC 1100 W WHITE RIVER BLVD MUNCIE IN 473033776 990 2022-01-01 356031691 ENERGY PLUS CREDIT UNION ENER 3172618521 1230 WEST MORRIS STREET INDIANAPOLIS IN 46221 CARI PALMER PRESIDENT/CEO 3172618521 2023-05-10 1 CARI PALMER 999009999 0 TERRY D BRUMLEY CPA P00314191 7652843384 2023-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CARI PALMER 1230 WEST MORRIS STREET INDIANAPOLIS IN 46221 2002549 0 X ENERGYPLUSCU.ORG X 1925 IN STATE CHARTERED CREDIT UNION 11 11 18 0 21086 13814 0 0 2004404 1849900 117691 152649 0 0 2122095 2002549 0 0 0 0 702796 782730 0 0 0 1017717 1016859 1720513 1799589 401582 202960 43570640 42138149 37563023 35927572 6007617 6210577 STATE CHARTERED CREDIT UNION TO PROVIDE LOAN AND DEPOSIT SERVICES TO MEMBERS 0 0 LOAN AND SHARE PRODUCTS TO CREDIT UNION MEMBERS 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 608 0 18 1 1 1 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 0 0 1 1 1 0 IN X THE ORGANIZATION 3172618521 1230 WEST MORRIS STREET INDIANAPOLIS IN 46221 NICK GRIMMER CHAIRPERSON 1.00 X X 0 0 0 MARK VOGLER VICE CHAIR 1.00 X X 0 0 0 JOHN HOPWOOD TREASURER 1.00 X X 0 0 0 BRENDA WADE SECRETARY 1.00 X X 0 0 0 JIM DAVIS DIRECTOR 1.00 X 0 0 0 VICKI GARRETT DIRECTOR 1.00 X 0 0 0 SARA MAMUSKA MORRIS DIRECTOR 1.00 X 0 0 0 CHRIS HAHN DIRECTOR 1.00 X 0 0 0 THOMAS O'LEARY DIRECTOR 1.00 X 0 0 0 BEN REED DIRECTOR 1.00 X 0 0 0 CAROL TRAYLOR DIRECTOR 1.00 X 0 0 0 CARI PALMER PRESIDENT/CEO 40.00 X 94008 0 0 94008 0 0 0 0 0 0 0 INCOME FROM LOANS 522291 1300278 1300278 FEES AND CHARGES 522100 395204 393080 2124 OTHER INCOME 522100 154418 135456 18962 1849900 152649 152649 2002549 1828814 21086 152649 X 602604 16053 118764 45309 512185 58640 72687 53129 13445 23311 17560 LOAN SERVICING 122967 MEMBER DIVIDENDS 74730 PROVISION FOR LOAN LOSS 23145 SHARE EXPENSES 17437 27623 1799589 515978 510225 15000 16000 25005605 29736350 66213 196235 1040907 966233 89133 74674 17507563 11185400 371148 419265 43570640 42138149 185520 231846 37377503 35695726 37563023 35927572 X 0 0 0 0 6007617 6210577 6007617 6210577 43570640 42138149 202960 0 X 0 0 0 342104 307001 35103 698803 659232 39571 74674 CERTIFICATE OF DEPOSITS 10458000 C CORPORATE ACCOUNTS 713066 C OTHER 14334 C 11185400 MEMBER DEPOSITS 35695726 35695726 JIM DAVIS DIRECTOR CREDIT CARD X 7500 0 0 0 1 RANDY JONES VICE CHAIR LINE OF CREDIT X 10000 3000 0 0 1 RANDY JONES VICE CHAIR CREDIT CARD X 10000 9809 0 0 1 MARK VOGLER DIRECTOR CREDIT CARD X 5000 2382 0 0 1 MARK VOGLER DIRECTOR CREDIT CARD X 5000 0 0 0 1 MARK VOGLER DIRECTOR AUTO X 33000 6449 0 0 1 CAROL TRAYLOR DIRECTOR CREDIT CARD X 8000 7386 0 0 1 THOMAS O'LEARY VICE CHAIR AUTO X 15560 4396 0 0 1 THOMAS O'LEARY VICE CHAIR CREDIT CARD X 5000 0 0 0 1 AMY REINHARDT LENDING MANAGER AUTO X 27997 10946 0 1 1 CAROL TRAYLOR HOME EQUITY X 60000 58473 0 1 1 102841 FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS EMPLOYEES AND RETIREES (AND FAMILY MEMBERS) OF CITIZEN'S ENERGY GROUP, INDIANAPOLIS POWER AND LIGHT COMPANY, AS WELL AS, EMPLOYEES OF OTHER EMPLOYERS, THE MAJORITY OF MARION COUNTY, AND ALL OF MORGAN, JOHNSON, HENDRICKS, PIKE AND DAVIESS COUNTIES ARE ELIGIBLE FOR MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A CREDIT UNION MEMBERS ELECT THE BOARD OF DIRECTORS AT THE CREDIT UNION ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETED FORM 990 IS REVIEWED BY THE CEO PRIOR TO SUBMITTING TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 15 REVIEW AND COMPARE TO STATE TRADE ASSOCIATION COMPENSATION SURVEY WITH BOARD APPROVAL FORM 990, PART VI, SECTION C, LINE 18 THE ASSOCIATION MAKES ORGANIZING DOCUMENTS AND RECENT FORM 990 AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ORGANIZING DOCUMENTS AND RECENT FORM 990 AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G OTHER 512,185.