Nonprofit · EIN 73-6112823
ENERGIZE CREDIT UNION
Tax-exempt · OKLAHOMA CITY, OK 73154
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,493,710 | $1,416,195 | $77,515 | $25,595,067 | $22,862,526 | $2,732,541 |
| December 31, 2024 | 990 | $1,421,696 | $1,584,438 | -$162,742 | $28,406,745 | $25,751,719 | $2,655,026 |
| December 31, 2023 | 990 | $1,225,594 | $1,216,127 | $9,467 | $28,855,126 | $26,037,358 | $2,817,768 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,244,163
- Investment income
- $249,547
- Net gain from sales of assets
- $2,982
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $368,366
- Compensation of officers, directors and key employees
- $227,923
- Other salaries and wages
- $200,076
- Salaries, compensation and benefits (total)
- $602,521
- Professional fundraising fees
- $0
- Legal fees
- $24,000
- Accounting fees
- $16,797
- Occupancy
- $6,000
- Depreciation
- $4,838
Balance sheet and other
- Total assets, start of year
- $28,406,745
- Total assets, end of year
- $25,595,067
- Total liabilities, end of year
- $22,862,526
- Net assets, end of year
- $2,732,541
- Land, buildings and equipment
- $45,814
- Gross receipts
- $1,496,228
- Employees
- 0
- State of legal domicile
- OK
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lisa Dailey | Credit Union Manager | 40 | $149,387 | $78,536 |
| Christina Eshleman | Director Trustee or director | 0 | $0 | $0 |
| Nina Jones | Director Trustee or director | 0 | $0 | $0 |
| Jamie Scott | Director Trustee or director | 0 | $0 | $0 |
| Michelle Phelps | Director Trustee or director | 0 | $0 | $0 |
| Lisa O'Neil | Director Trustee or director | 0 | $0 | $0 |
| Jeff Hyatt | Director Trustee or director | 0 | $0 | $0 |
| Rachel McSperitt | Director Trustee or director | 0 | $0 | $0 |
| Shane Bowers | Director Trustee or director | 0 | $0 | $0 |
| Genie Trammell | Director Trustee or director | 0 | $0 | $0 |
| Holly Long | Director Trustee or director | 0 | $0 | $0 |
| Michelle Lehnus | Director Trustee or director | 0 | $0 | $0 |
| Devan Satterwhite | Director Trustee or director | 0 | $0 | $0 |
| Tayler Spearman | Director Trustee or director | 0 | $0 | $0 |
| Marlin Barnhart | Director Trustee or director | 0 | $0 | $0 |
18 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nicki Fuller | Director Trustee or director | 0 | $0 |
| Russell Mariano | Director Trustee or director | 0 | $0 |
| Jackie McIlvain | Director Trustee or director | 0 | $0 |
| Jennifer Swift | Director Trustee or director | 0 | $0 |
| Maranda Babb | Director Trustee or director | 0 | $0 |
| Amanda Dierking | Director Trustee or director | 0 | $0 |
| Ashley Hambrick | Director Trustee or director | 0 | $0 |
| Tammy Drennan | Director Trustee or director | 0 | $0 |
| Angela Blakley | Director Trustee or director | 0 | $0 |
| Karen Rivet | Director Trustee or director | 0 | $0 |
| Kevin Hofferber | Director Trustee or director | 0 | $0 |
| Daniel Webster | Director Trustee or director | 0 | $0 |
| Gayla Coats | Director Trustee or director | 0 | $0 |
| Jennifer Swift | President Officer | 0 | $0 |
| Jamie Scott | Vice President Officer | 0 | $0 |
| Michelle Lehnus | Secretary Officer | 0 | $0 |
| Nicki Fuller | Treasurer Officer | 0 | $0 |
| Lisa Dailey | Credit Un Mgr Officer | 40 | $0 |
990 for the year ended December 31, 2024: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lisa Dailey | Credit Union Manager | 40 | $137,192 | $70,041 |
| Christina Eshleman | Director Trustee or director | 0 | $0 | $0 |
| Nina Jones | Director Trustee or director | 0 | $0 | $0 |
| Jamie Scott | Director Trustee or director | 0 | $0 | $0 |
| Michelle Phelps | Director Trustee or director | 0 | $0 | $0 |
| Lisa O'Neil | Director Trustee or director | 0 | $0 | $0 |
| Jeff Hyatt | Director Trustee or director | 0 | $0 | $0 |
| Rachel McSperitt | Director Trustee or director | 0 | $0 | $0 |
| Shane Bowers | Director Trustee or director | 0 | $0 | $0 |
| Genie Trammell | Director Trustee or director | 0 | $0 | $0 |
| Holly Long | Director Trustee or director | 0 | $0 | $0 |
| Michelle Lehnus | Director Trustee or director | 0 | $0 | $0 |
| Christina Schlatter | Director Trustee or director | 0 | $0 | $0 |
| Tayler Spearman | Director Trustee or director | 0 | $0 | $0 |
| Marlin Barnhart | Director Trustee or director | 0 | $0 | $0 |
| Nicki Fuller | Director Trustee or director | 0 | $0 | $0 |
| Russell Mariano | Director Trustee or director | 0 | $0 | $0 |
| Jackie McIlvain | Director Trustee or director | 0 | $0 | $0 |
| Jennifer Swift | Director Trustee or director | 0 | $0 | $0 |
| Maranda Babb | Director Trustee or director | 0 | $0 | $0 |
| Amanda Dierking | Director Trustee or director | 0 | $0 | $0 |
| Ashley Hambrick | Director Trustee or director | 0 | $0 | $0 |
| Tammy Drennan | Director Trustee or director | 0 | $0 | $0 |
| Angela Blakley | Director Trustee or director | 0 | $0 | $0 |
| Karen Rivet | Director Trustee or director | 0 | $0 | $0 |
| Kevin Hofferber | Director Trustee or director | 0 | $0 | $0 |
| Desiree Whitehead | Director Trustee or director | 0 | $0 | $0 |
| Gayla Coats | Director Trustee or director | 0 | $0 | $0 |
| Shane Bowers | President Officer | 0 | $0 | $0 |
| Jennifer Swift | Vice President Officer | 0 | $0 | $0 |
| Desiree Whitehead | Secretary Officer | 0 | $0 | $0 |
| Nicki Fuller | Treasurer Officer | 0 | $0 | $0 |
| Lisa Dailey | Credit Un Mgr Officer | 40 | $0 | $0 |
990 for the year ended December 31, 2023: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lisa Dailey | Credit Union Manager | 40 | $140,720 | $63,425 |
| Christina Eshleman | Director Trustee or director | 0 | $0 | $0 |
| Leisa Walker | Director Trustee or director | 0 | $0 | $0 |
| Jamie Scott | Director Trustee or director | 0 | $0 | $0 |
| Michelle Phelps | Director Trustee or director | 0 | $0 | $0 |
| Lisa O'Neil | Director Trustee or director | 0 | $0 | $0 |
| Jeff Hyatt | Director Trustee or director | 0 | $0 | $0 |
| Rachel McSperitt | Director Trustee or director | 0 | $0 | $0 |
| Shane Bowers | Director Trustee or director | 0 | $0 | $0 |
| Genie Trammell | Director Trustee or director | 0 | $0 | $0 |
| Lisa Richard | Director Trustee or director | 0 | $0 | $0 |
| Michelle Lehnus | Director Trustee or director | 0 | $0 | $0 |
| Christina Schlatter | Director Trustee or director | 0 | $0 | $0 |
| Tayler Spearman | Director Trustee or director | 0 | $0 | $0 |
| Marlin Barnhart | Director Trustee or director | 0 | $0 | $0 |
| Kristen Sturgess | Director Trustee or director | 0 | $0 | $0 |
| Russell Mariano | Director Trustee or director | 0 | $0 | $0 |
| Jamie Ruble | Director Trustee or director | 0 | $0 | $0 |
| Jennifer Swift | Director Trustee or director | 0 | $0 | $0 |
| Maranda Babb | Director Trustee or director | 0 | $0 | $0 |
| Sara Thomas | Director Trustee or director | 0 | $0 | $0 |
| Ashley Hambrick | Director Trustee or director | 0 | $0 | $0 |
| Linda Ray | Director Trustee or director | 0 | $0 | $0 |
| Angela Blakley | Director Trustee or director | 0 | $0 | $0 |
| Karen Rivet | Director Trustee or director | 0 | $0 | $0 |
| Kevin Hofferber | Director Trustee or director | 0 | $0 | $0 |
| Desiree Whitehead | Director Trustee or director | 0 | $0 | $0 |
| Gayla Coats | Director Trustee or director | 0 | $0 | $0 |
| Michelle Phelps | President Officer | 0 | $0 | $0 |
| Shane Bowers | Vice President Officer | 0 | $0 | $0 |
| Jennifer Swift | Secretary Officer | 0 | $0 | $0 |
| Chris Meyers | Treasurer Officer | 0 | $0 | $0 |
| Lisa Dailey | Credit Un Mgr Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 54309, OKLAHOMA CITY, OK 73154-1309
- In care of
- % JASON BOESCH
- Signed the 990
- Lisa Dailey, Credit Union Mgr
- Phone
- (405) 478-0046
- Return prepared by
- EARLY & MEANS CPAS
Mission
PROVIDE CREDIT UNION FOR EMPLOYEES OF THE STATE ELECTRIC COOPERATIVES
Program accomplishments
- SEE EXEMPT PURPOSE
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 73-6112823
- Tax-exempt status
- 501(c)(14): State-chartered credit union
- Donations deductible
- No
- Exempt since
- 1968
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $25,595,067
- Income (IRS master file)
- $1,496,228
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,493,710 | $1,416,195 | $25,595,067 | XML |
| 990 | December 2024 | $1,421,696 | $1,584,438 | $28,406,745 | XML |
| 990 | December 2023 | $1,225,594 | $1,216,127 | $28,855,126 | XML |
| 990 | December 2022 | $1,159,668 | $917,719 | $30,179,781 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-6112823).
Questions about ENERGIZE CREDIT UNION
- What is the EIN of ENERGIZE CREDIT UNION?
- The employer identification number (EIN) of ENERGIZE CREDIT UNION is 73-6112823.
- Is ENERGIZE CREDIT UNION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1968.
- Are donations to ENERGIZE CREDIT UNION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ENERGIZE CREDIT UNION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ENERGIZE CREDIT UNION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ENERGIZE CREDIT UNION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of ENERGIZE CREDIT UNION?
- The 990 for the year ended December 31, 2025 lists 33 people; 1 received compensation from the organization, the highest $149,387 (Lisa Dailey, Credit Union Manager).
- How much revenue does ENERGIZE CREDIT UNION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,493,710, expenses of $1,416,195 and total assets of $25,595,067 at year end.
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