2025-05-14T14:51:32-05:00 2024-12-31 350905017 WHITINGER & COMPANY LLC 1100 W WHITE RIVER BLVD MUNCIE IN 473033776 990 2024-01-01 356031691 ENERGY PLUS CREDIT UNION ENER 3172618521 1230 WEST MORRIS STREET INDIANAPOLIS IN 46221 CARI PALMER PRESIDENT/CEO 3172618521 2025-05-08 1 0 TERRY D BRUMLEY CPA P00314191 7652843384 2025-05-08 2024 2025-03-06 01:10:19Z CARI PALMER 1230 WEST MORRIS STREET INDIANAPOLIS IN 46221 3021831 0 X ENERGYPLUSCU.ORG X 1925 IN STATE CHARTERED CREDIT UNION 11 11 21 0 15954 9748 0 0 2137302 2498155 325584 523676 0 0 2462886 3021831 0 0 0 0 855347 932123 0 0 0 1312644 1722082 2167991 2654205 294895 367626 39987194 44595363 33564830 37805373 6422364 6789990 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 1126 0 21 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 DIRECTOR 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 CHAIRPERSON 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 110377 0 0 110377 0 0 1 0 0 0 0 INCOME FROM LOANS 522291 2058050 2058050 FEES AND CHARGES 522100 385386 382854 2532 OTHER INCOME 522100 54719 41297 13422 2498155 523676 523676 3021831 2482201 15954 523676 X 712911 26901 137646 54665 576515 93659 81680 52844 79699 32940 18723 TAX 600 MEMBER DIVIDENDS 565762 LOAN SERVICING 137620 PROVISION FOR LOAN LOSS 35778 46262 2654205 481789 395759 17080 14000 29025644 31387367 121183 101420 1076161 1021663 61591 54498 9857489 12076155 422418 566164 39987194 44595363 485149 257300 33079681 37548073 33564830 37805373 X 0 0 0 0 6422364 6789990 6422364 6789990 39987194 44595363 367626 0 X 0 0 0 348464 325274 23190 727697 696389 31308 54498 CERTIFICATE OF DEPOSITS 11703000 C CORPORATE ACCOUNTS 316160 C OTHER 56995 C 12076155 MEMBER DEPOSITS 37548073 37548073 JIM DAVIS DIRECTOR CREDIT CARD X 7500 0 0 0 1 RANDY JONES SUPERVISORY COMMITTEE LINE OF CREDIT X 10000 4500 0 1 1 RANDY JONES SUPERVISORY COMMITTEE CREDIT CARD X 10000 0 0 1 1 RANDY JONES SUPERVISORY COMMITTEE HOME EQUITY X 95000 90229 0 1 1 RANDY JONES VICE CHAIR AUTO X 31280 24687 0 1 1 MARK VOGLER DIRECTOR CREDIT CARD X 5000 0 0 0 1 THOMAS O'LEARY DIRECTOR AUTO X 27473 23746 0 1 1 THOMAS O'LEARY DIRECTOR AUTO X 21212 14099 0 0 1 SUSAN HARRIS SUPERVISORY COMMITTEE HOME EQUITY X 70000 0 0 1 1 AMY REINHARDT LENDING MANAGER AUTO X 26000 21680 0 1 1 SARA MAMUSKA-MORRIS BRANCH MANAGER HOME EQUITY X 50000 14108 0 1 1 LOREN GARBER ACCOUNTING MANAGER AUTO X 30000 9672 0 1 1 202721 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 576,515.