Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1968.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Who runs it and what they're paid
28 people listed on the 990; $137K paid to officers and key staff.
Compensation history total reportable pay by year · 2 named individuals · Part VII
| Name | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Jason Boesch | — | — | — | — | $158,459 |
| Lisa Dailey | $137,192 | $140,720 | $130,333 | $126,021 | $2,404 |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
See Energize Credit Union executive salaries →Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aNo
Programs and updates
Offers credit union services to State Electric Cooperatives' employees.
Questions for Energize Credit Union
Your first name shows with your question. Energize Credit Union answers here, for everyone.
See exempt purpose
By the numbers
The FY2024 990, line by line.
Download 990
| Line | Start FY24 | End FY24 |
|---|---|---|
| Cash and savingsLn 1–2 | $5.3M | $7.8M |
| InvestmentsLn 11–13 | $0 | |
| Land, buildings, equipmentLn 10c | $31K | $6K |
| Total assetsLn 16 | $28.9M | $28.4M |
| LiabilitiesLn 26 | $26.0M | $25.8M |
| Net assetsLn 32 | $2.8M | $2.7M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $0 | |||
| Grants to domestic individualsLn 2 | $0 | |||
| Grants and assistance to foreign recipientsLn 3 | $0 | |||
| Benefits paid to or for membersLn 4 | $523K | |||
| Pay of current officers, directors and key staffLn 5 | $207K | |||
| Pay of disqualified personsLn 6 | $0 | |||
| Other salaries and wagesLn 7 | $182K | |||
| Pension plan contributionsLn 8 | $0 | |||
| Other employee benefitsLn 9 | $113K | |||
| Payroll taxesLn 10 | $25K | |||
| Management feesLn 11a | $0 | |||
| Legal feesLn 11b | $24K | |||
| Accounting feesLn 11c | $15K | |||
| Lobbying feesLn 11d | $0 | |||
| Professional fundraising feesLn 11e | $0 | |||
| Investment management feesLn 11f | $0 | |||
| Other fees for servicesLn 11g | $0 | |||
| Advertising and promotionLn 12 | $14K | |||
| Office expensesLn 13 | $16K | |||
| Information technologyLn 14 | $159K | |||
| RoyaltiesLn 15 | $0 | |||
| OccupancyLn 16 | $6K | |||
| TravelLn 17 | $0 | |||
| Travel and entertainment for public officialsLn 18 | $0 | |||
| Conferences, conventions and meetingsLn 19 | $3K | |||
| InterestLn 20 | $0 | |||
| Payments to affiliatesLn 21 | $0 | |||
| Depreciation, depletion and amortizationLn 22 | $26K | |||
| InsuranceLn 23 | $0 | |||
| Other expenses (24a–d)Ln 24 | $194K | |||
| All other expensesLn 24e | $78K | |||
| Total functional expensesLn 25 | $1.6M | $0 | $0 | $0 |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2024 Latest ViewingFiled with the IRS Aug 22, 2025 | $1.4M | $1.6M | −$163K | $2.7M | 990 PDF |
| FY2023Filed with the IRS Aug 22, 2024 | $1.2M | $1.2M | $9K | $2.8M | 990 PDF |
| FY2022Filed with the IRS Aug 2, 2023 | $1.2M | $918K | $242K | $2.8M | 990 PDF |
| FY2021Filed with the IRS Jul 11, 2022 | $1.1M | $860K | $214K | $2.6M | 990 PDF |
| FY2020Filed with the IRS Oct 27, 2021 | $1.1M | $945K | $181K | $2.4M | 990 PDF |
Schedules filed Part IV
See the full FY2024 990 (6 parts)
Part I · Summary $1,421,696 revenue, 12 lines filed
Part VI · Governance 28 of 28 board members independent, 3 to look at
Part VIII · Statement of revenue $1,421,696 across 8 lines filed
Part IX · Statement of functional expenses $1,584,438 across 31 lines filed
Part X · Balance sheet $28,406,745 assets, 22 lines filed
Part XI · Reconciliation of net assets $2,655,026 net assets at year end
Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File
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