Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
“The executive and managing directors are married and partners in a business”
990 • Fiscal year 2015 • EIN 01-0579984
Scores are not available for this record yet.
Assets
Up$214,209
Up $27,247 (+15%) from 2014
Net Assets
Up$156,089
Up $38,562 (+33%) from 2014
Liabilities
Down$58,120
Down $11,315 (-16%) from 2014
Revenue
Up$229,258
Up $35,027 (+18%) from 2014
Expenses
Down$190,696
Down $8,577 (-4.3%) from 2014
Net Income
Up$38,562
Up $43,604 (+865%) from 2014
Provide educational and networking opportunities for economic development of certain utilities
Provide educational and networking opportunities for economic development for certain utilities
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $133,223 | $165,385 | ▲ $32,162 |
| Cash and Non-Interest-Bearing Accounts | $36,249 | $29,464 | ▼ $6,785 |
| Accounts Receivable | $15,020 | $18,510 | ▲ $3,490 |
| Prepaid Expenses and Deferred Charges | $2,470 | $850 | ▼ $1,620 |
| Other Notes and Loans Receivable, Net | - | $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 | - |
| Land, Buildings, and Equipment, Net | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Total Assets | $186,962 | $214,209 | ▲ $27,247 |
| Other Assets Total | - | $0 | - |
| Liabilities | |||
| Deferred Revenue | $69,435 | $58,120 | ▼ $11,315 |
| Total Liabilities | $69,435 | $58,120 | ▼ $11,315 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $117,527 | $156,089 | ▲ $38,562 |
| Total Net Assets Fund Balance | $117,527 | $156,089 | ▲ $38,562 |
| Total Liabilities and Net Assets / Fund Balance | $186,962 | $214,209 | ▲ $27,247 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Christina Agnew | Managing Direct | PT | $50,000 | $50,000 |
| Robert Agnew | Executive Direc | PT | $50,000 | $50,000 |
| Name | Title |
|---|---|
| John Engelmann | President |
| Mark King | Vice President |
| Ammanuel Moore | Director |
| Brian Lenz | Director |
| Dan Pfeiffer | Director |
| Darnita Bradley | Director |
| David Huminicki | Director |
| Deborah Gray | Director |
| John Cook | Director |
| Jonathan Sangster | Director |
| Maureen Sharkey | Director |
| Mike Kearney | Director |
| Nancy Norr | Director |
| Steven Shupp | Director |
| Stuart Ames | Director |
| Troy Gagliano | Director |
| Rick Edwards | Secretary |
| Patrick J Kelly | Treasurer |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $100,000 |
| Other Expenses | $90,696 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | - | $100,000 | - | $100,000 |
| Conferences and Meetings | $74,487 | - | - | $74,487 |
| Office Expenses | - | $2,991 | - | $2,991 |
| Fees for Services Accounting | - | $1,725 | - | $1,725 |
| Other Expenses | - | $300 | - | $300 |
| Total Functional Expenses | $74,487 | $116,209 | $0 | $190,696 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
“The executive and managing directors are married and partners in a business”
“day to day administrative services are delegated to a partnership owned and operated by the executive and managing directors.”
“members of the organization are drawn from the various utility companies”
“members elect the board of directors who elect the officers of the organization”
“financial statements are provided at the treasurers monthly meetings and year to date summaries are provided at bi-annual board of directors meeting and for executive conference calls.”
“the form 990 is presented to the executive committee prior to filing”
“the confilict of interest policies are reviewed by the board at bi-annual meetings”
“the compensation is approved by the board of directors at the bi-annual meetings”
“all documents are available upon request.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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|---|---|---|
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| IRS990/ActivityOrMissionDesc | 0 | PROVIDE EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR ECONOMIC DEVELOPMENT FOR CERTAIN UTILITIES |
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| IRS990/DelegationOfMgmtDutiesInd | 0 | true |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 0 |
| IRS990/Desc | 0 | Winter Forum- held March 2-4, 2015 in Charleston, South Carolina. With the theme "What's Next for Utility Economic Development ?" 75 utility economic developers and associate members heard presentations on innovative and successful economic development strategies. Sessions included: EEI's We Stand for Energy Program - Business Location Trends - Effective Site Selector/Utility E.D Partnership - Economic Update - Repurposing Retired Power Plants - Communicating Value to the Community. A Membership Meeting was also conducted. |
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| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | STUART AMES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | MIKE KEARNEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | BRIAN LENZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | MARK KING |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JOHN COOK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | DARNITA BRADLEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | RICK EDWARDS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | JOHN ENGELMANN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | NANCY NORR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | DEBORAH GRAY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | TROY GAGLIANO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | STEVEN SHUPP |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | AMMANUEL MOORE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | DAVID HUMINICKI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | DAN PFEIFFER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | PATRICK J KELLY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | MAUREEN SHARKEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | JONATHAN SANGSTER |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Executive Direc |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Managing Direct |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Vice President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | Director |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | false |
| IRS990/FormationYr | 0 | 2001 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 20 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 229258 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 20 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 0 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 0 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 162 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 162 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 0 |
| IRS990/InvestTaxExemptBondsInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 1 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | RI |
| IRS990/LicensedMoreThanOneStateInd | 0 | false |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | PROVIDE EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR ECONOMIC DEVELOPMENT FOR CERTAIN UTILITIES |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 117527 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 156089 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 2991 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 2991 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OnBehalfOfIssuerInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OrgFiledInLieuOfForm1041Ind | 0 | false |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | Credit Card Processing Fees |
| IRS990/OtherExpensesGrp/Desc | 1 | Communication expense |
| IRS990/OtherExpensesGrp/Desc | 2 | Web Site |
| IRS990/OtherExpensesGrp/Desc | 3 | Member services |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 6618 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 2837 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 1738 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 300 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 6618 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 2837 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 1738 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 300 |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 2470 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 850 |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EXECUTIVE EDUCATION |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | MEMBER SERVICES INCOME |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | Membership Dues & Assessments |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | SUMMER FORUM |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | WINTER FORUM |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 7375 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 3805 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 52300 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 79701 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 4 | 85915 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 7375 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 3805 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 52300 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 79701 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 85915 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | Summer Forum - held August 3-5, 2015 in Grand Rapids, Michigan. With the theme "The Art of Successful Collaboration" 66 utility economic developers and associate members heard presentations on a variety of economic development ideas to strengthen the regional economy through strategic cooperation with regional economic development groups. Sessions included: Mini-Education Course: Harnessing Predictive Analytics for Growth - Recalibrating Economic Development Strategies for Success - Utility Partnerships for Regional Growth, Location Trends & Utility Economic Development Involvement - Utility Collaboration for Community Growth - Embracing Discruption - Natural Gas 101: What You Need to Know. A Membership Meeting was also conducted. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 29948 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 79701 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | Executive education courses |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 6207 |
| IRS990/ProgSrvcAccomActy3Grp/RevenueAmt | 0 | 7375 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 38562 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 85915 |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 133223 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 165385 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The executive and managing directors are married and partners in a business |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | day to day administrative services are delegated to a partnership owned and operated by the executive and managing directors. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | members of the organization are drawn from the various utility companies |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | members elect the board of directors who elect the officers of the organization |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | financial statements are provided at the treasurers monthly meetings and year to date summaries are provided at bi-annual board of directors meeting and for executive conference calls. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | the form 990 is presented to the executive committee prior to filing |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | the confilict of interest policies are reviewed by the board at bi-annual meetings |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | the compensation is approved by the board of directors at the bi-annual meetings |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | all documents are available upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body |
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Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.