Civic Intelligence

Energize Credit Union

990 • Fiscal year 2017 • EIN 73-6112823

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 01, 2018

Organization ProfileN/A
PO Box 54309Oklahoma City, OK 73154

(405) 478-0046

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

93rd percentile

0.92x

Higher debt load relative to assets than 93% of similar nonprofits.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

27.93x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2017

Net Margin

6th percentile

-4.1%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

97th percentile

$191,871

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 22.8% of source-year revenue.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2017

Asset Growth

28th percentile

-0.1%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

58th percentile

6.7%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$25,487,195

Down $20,687 (-0.1%) from 2016

Net Assets

Down

$2,014,078

Down $34,352 (-1.7%) from 2016

Liabilities

Up

$23,473,117

Up $13,665 (+0.1%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin6th percentile

Revenue

Up

$840,496

Up $52,773 (+6.7%) from 2016

Expenses

Up

$874,848

Up $91,738 (+12%) from 2016

Net Income

Down

-$34,352

Down $38,965 (-845%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $26,363,380Liabilities 2010: $24,359,153Net Assets 2010: $2,004,2272010Assets 2011: $26,014,109Liabilities 2011: $24,010,362Net Assets 2011: $2,003,7472011Assets 2012: $25,885,804Liabilities 2012: $23,818,197Net Assets 2012: $2,067,6072012Assets 2013: $26,819,259Liabilities 2013: $24,760,348Net Assets 2013: $2,058,9112013Assets 2014: $26,033,336Liabilities 2014: $24,061,505Net Assets 2014: $1,971,8312014Assets 2015: $24,906,473Liabilities 2015: $22,862,656Net Assets 2015: $2,043,8172015Assets 2016: $25,507,882Liabilities 2016: $23,459,452Net Assets 2016: $2,048,4302016Assets 2017: $25,487,195Liabilities 2017: $23,473,117Net Assets 2017: $2,014,0782017Assets 2018: $25,717,815Liabilities 2018: $23,629,921Net Assets 2018: $2,087,8942018Assets 2019: $27,478,388Liabilities 2019: $25,306,898Net Assets 2019: $2,171,4902019Assets 2020: $30,319,091Liabilities 2020: $27,966,814Net Assets 2020: $2,352,2772020Assets 2021: $30,920,996Liabilities 2021: $28,354,644Net Assets 2021: $2,566,3522021Assets 2022: $30,179,781Liabilities 2022: $27,371,480Net Assets 2022: $2,808,3012022Assets 2023: $28,855,126Liabilities 2023: $26,037,358Net Assets 2023: $2,817,7682023Assets 2024: $28,406,745Liabilities 2024: $25,751,719Net Assets 2024: $2,655,0262024

Highlighted filing

2017

Assets$25,487,195
Liabilities$23,473,117
Net Assets$2,014,078
Open 2017 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,052,9962010Expenses 2011: $849,2812011Expenses 2012: $752,5132012Revenue 2013: $751,128Expenses 2013: $759,824Net Income 2013: -$8,6962013Revenue 2014: $609,298Expenses 2014: $696,378Net Income 2014: -$87,0802014Revenue 2015: $718,671Expenses 2015: $646,685Net Income 2015: $71,9862015Revenue 2016: $787,723Expenses 2016: $783,110Net Income 2016: $4,6132016Revenue 2017: $840,496Expenses 2017: $874,848Net Income 2017: -$34,3522017Revenue 2018: $928,508Expenses 2018: $854,692Net Income 2018: $73,8162018Revenue 2019: $1,055,919Expenses 2019: $972,323Net Income 2019: $83,5962019Revenue 2020: $1,126,139Expenses 2020: $945,352Net Income 2020: $180,7872020Revenue 2021: $1,073,668Expenses 2021: $859,593Net Income 2021: $214,0752021Revenue 2022: $1,159,668Expenses 2022: $917,719Net Income 2022: $241,9492022Revenue 2023: $1,225,594Expenses 2023: $1,216,127Net Income 2023: $9,4672023Revenue 2024: $1,421,696Expenses 2024: $1,584,438Net Income 2024: -$162,7422024

Highlighted filing

2017

Revenue$840,496
Expenses$874,848
Net Income-$34,352
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 1, 2018
Return Version
2017v2.2
Gross Receipts
$840,496
Mission and Program Overview

Mission

Provide credit union for employees of the state electric cooperatives

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$19,168,362$21,162,598▲ $1,994,236
Savings and Temporary Cash Investments$5,905,378$3,877,571▼ $2,027,807
Rtn Earn Endowment Incm Other Fnds$2,048,430$2,014,078▼ $34,352
Prepaid Expenses and Deferred Charges$215,217$242,824▲ $27,607
Land, Buildings, and Equipment, Net$150,228$131,450▼ $18,778
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$25,507,882$25,487,195▼ $20,687
Other Assets Total$68,697$72,752▲ $4,055
Liabilities
Other Liabilities$23,405,622$23,433,068▲ $27,446
Accounts Payable and Accrued Expenses$53,830$40,049▼ $13,781
Total Liabilities$23,459,452$23,473,117▲ $13,665
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,048,430$2,014,078▼ $34,352
Total Liabilities and Net Assets / Fund Balance$25,507,882$25,487,195▼ $20,687

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$216,099$216,099
Buildings$131,450$56,336$187,786
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jason BoeschCredit Union ManagerFT$135,471$56,400$191,871

Board Members and Trustees

NameTitle
David PostPresident
Gayla CoatsVice President
Brent SykoraDirector
Christina EshlemanDirector
Deana SlackDirector
Donette LongDirector
Donna IamsDirector
Genie TrammellDirector
JD SoulekDirector
Jamie ScottDirector
Jeff HyattDirector
Jeff SimpsonDirector
Jennifer ParkerDirector
Jose HernandezDirector
Julie GuazdauskyDirector
Kevin HofferberDirector
Leisa WalkerDirector
Luana AlexanderDirector
Marlin BarnhartDirector
Michelle PhelpsDirector
Pam FosterDirector
Rachel McSperittDirector
Sara ThomasDirector
Shari FenstermacherDirector
Steve DeShazoDirector
Tecia SprayDirector
Traci BalderasDirector
Jason BoeschCredit Un Mgr
Jeff HyattSecretary
Chris MeyersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$794,165
Investment Income
$46,331
Other Revenue
$0
Change in Net Assets
$-34,352
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$395,149
Salaries, Compensation, and Employee Benefits$352,741
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$191,871
Benefits to Members---$126,958
Other Salaries and Wages---$80,483
Information Technology---$71,389
Other Employee Benefits---$63,510
All Other Expenses---$52,422
Office Expenses---$31,045
Advertising---$21,937
Depreciation Depletion---$18,779
Payroll Taxes---$16,877
Other Expenses---$14,239
Fees for Services Accounting---$9,091
Occupancy---$5,500
Fees for Services Legal---$1,319
Conferences and Meetings---$1,028
Total Functional Expenses$0$0$0$874,848
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Members Deposits & Reserves$23,433,068
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Energize Credit Union
EIN
73-6112823
Phone
4054780046
Address
PO BOX 54309, OKLAHOMA CITY, OK 73154

Signing Officer

Name
Jason Boesch
Title
Credit Union Manager
Signed
2018-10-01
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Ok
Voting Board Members
29
Independent Board Members
29
Employees
0

Preparer

Firm
Early & Means Cpas
Address
1000 W WILSHIRE BLVD STE 121, OKLAHOMA CITY, OK 73116-7030
Preparer
Joe B Means CPA
Phone
4058481488
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IRS990/Form990PartVIISectionAGrp/PersonNm18Sara Thomas
IRS990/Form990PartVIISectionAGrp/PersonNm19Brent Sykora
IRS990/Form990PartVIISectionAGrp/PersonNm20Deana Slack
IRS990/Form990PartVIISectionAGrp/PersonNm21Donna Iams
IRS990/Form990PartVIISectionAGrp/PersonNm22Traci Balderas
IRS990/Form990PartVIISectionAGrp/PersonNm23Kevin Hofferber
IRS990/Form990PartVIISectionAGrp/PersonNm24JD Soulek
IRS990/Form990PartVIISectionAGrp/PersonNm25David Post
IRS990/Form990PartVIISectionAGrp/PersonNm26Gayla Coats
IRS990/Form990PartVIISectionAGrp/PersonNm27Jeff Hyatt
IRS990/Form990PartVIISectionAGrp/PersonNm28Chris Meyers
IRS990/Form990PartVIISectionAGrp/PersonNm29Jason Boesch
IRS990/Form990PartVIISectionAGrp/PersonNm30Jason Boesch
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24Director
IRS990/Form990PartVIISectionAGrp/TitleTxt25President
IRS990/Form990PartVIISectionAGrp/TitleTxt26Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt27Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt28Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt29Credit Un Mgr
IRS990/Form990PartVIISectionAGrp/TitleTxt30Credit Union Manager
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IRS990/OtherExpensesGrp/Desc0Provision loan losses
IRS990/OtherExpensesGrp/Desc1Communications

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,487,195
Liabilities
$23,473,117
Net assets
$2,014,078
Revenue
$840,496
Expenses
$874,848
Net income
-$34,352
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.4$25.8$2.66$1.42$1.58$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.9$26.0$2.82$1.23$1.22$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.2$27.4$2.81$1.16$0.92$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.9$28.4$2.57$1.07$0.86$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.3$28.0$2.35$1.13$0.95$0.18
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.5$25.3$2.17$1.06$0.97$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.7$23.6$2.09$0.93$0.85$0.07
2017Detailed filing. Detailed filing data is available for this year.$25.5$23.5$2.01$0.84$0.87$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.5$23.5$2.05$0.79$0.78$0.00
2015Detailed filing. Detailed filing data is available for this year.$24.9$22.9$2.04$0.72$0.65$0.07
2014Detailed filing. Detailed filing data is available for this year.$26.0$24.1$1.97$0.61$0.70$0.09
2013Summary only. Only limited summary data is available for this year.$26.8$24.8$2.06$0.75$0.76$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$23.8$2.07$0.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.0$24.0$2.00$0.85
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.4$24.4$2.00$1.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)14 • $25M-$50M nonprofits