2024-05-15T12:19:12-05:00 2023-12-31 350905017 WHITINGER & COMPANY LLC 1100 W WHITE RIVER BLVD MUNCIE IN 473033776 990 2023-01-01 356031691 ENERGY PLUS CREDIT UNION ENER 3172618521 1230 WEST MORRIS STREET INDIANAPOLIS IN 46221 CARI PALMER PRESIDENT/CEO 3172618521 2024-04-22 1 CARI PALMER 999009999 0 TERRY D BRUMLEY CPA P00314191 7652843384 2024-04-22 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z CARI PALMER 1230 WEST MORRIS STREET INDIANAPOLIS IN 46221 2462886 0 X ENERGYPLUSCU.ORG X 1925 IN STATE CHARTERED CREDIT UNION 11 11 20 0 15587 0 0 0 1849900 2137302 152649 325584 0 0 2002549 2462886 0 0 0 0 782730 855347 0 0 0 1016859 1312644 1799589 2167991 202960 294895 42138149 39987194 35927572 33564830 6210577 6422364 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 1 888 0 20 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 103589 0 0 103589 0 0 1 0 0 0 0 INCOME FROM LOANS 522291 1688473 1688473 FEES AND CHARGES 522100 398654 396632 2022 OTHER INCOME 522100 50175 36610 13565 2137302 325584 325584 2462886 2121715 15587 325584 X 663535 18815 122886 50111 556442 60034 71715 52939 27066 28863 18574 MEMBER DIVIDENDS 205876 LOAN SERVICING 163014 SHARE EXPENSES 48133 PROVISION FOR LOAN LOSS 25810 54178 2167991 510225 481789 16000 17080 29736350 29025644 196235 121183 1056687 995096 74674 61591 11185400 9857489 419265 422418 42138149 39987194 231846 485149 35695726 33079681 35927572 33564830 X 0 0 0 0 6210577 6422364 6210577 6422364 42138149 39987194 X 294895 -83108 X 0 0 0 348464 315415 33049 708223 679681 28542 61591 CERTIFICATE OF DEPOSITS 8715000 C CORPORATE ACCOUNTS 1127041 C OTHER 15448 C 9857489 MEMBER DEPOSITS 33079681 33079681 JIM DAVIS DIRECTOR CREDIT CARD X 7500 0 0 0 1 RANDY JONES SUPERVISORY COMMITTEE LINE OF CREDIT X 10000 5955 0 0 1 RANDY JONES SUPERVISORY COMMITTEE CREDIT CARD X 10000 0 0 0 1 RANDY JONES SUPERVISORY COMMITTEE HOME EQUITY X 95000 85597 0 0 1 MARK VOGLER VICE CHAIR CREDIT CARD X 5000 48 0 0 1 CAROL TRAYLOR DIRECTOR HOME EQUITY X 60000 58887 0 0 1 CAROL TRAYLOR DIRECTOR PERSONAL X 10500 9452 0 0 1 THOMAS O'LEARY DIRECTOR AUTO X 21212 19015 0 0 1 SUSAN HARRIS SUPERVISORY COMMITTEE AUTO X 23411 10265 0 0 1 AMY REINHARDT LENDING MANAGER AUTO X 27997 5231 0 1 1 TAYA BRYSON BRANCH MANAGER PERSONAL X 15000 11181 0 1 1 LOREN GARBER ACCOUNTING MANAGER AUTO X 30000 17568 0 1 1 223199 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 556,442. FORM 990, PART XI, LINE 9: DAY ONE ADJUSTMENT FOR ASC 326 -83,108.