Civic Intelligence

Charitable Foundation of the Energy Bar Association

EIN 01-0743607 • 501(c)3 • Washington, DC

Profile

To fund energy related projects benefiting those who are less fortunate

2000 M Street NW 715Washington, DC 20036

www.eba-net.org/CFEBA

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.05x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.15x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

17th percentile

-34%

Higher net margin than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

42nd percentile

-7.2%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-17%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$238,088

Down $18,441 (-7.2%) from 2023

Liabilities

Up

$11,048

Up $2,586 (+31%) from 2023

Net Assets

Down

$227,040

Down $21,027 (-8.5%) from 2023

Revenue

Down

$75,515

Down $15,736 (-17%) from 2023

Expenses

Up

$101,530

Up $16,731 (+20%) from 2023

Net Income

Down

-$26,015

Down $32,467 (-503%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $92,761Liabilities 2010: $0Net Assets 2010: $92,7612010Assets 2011: $96,514Liabilities 2011: $0Net Assets 2011: $96,5142011Assets 2012: $81,232Liabilities 2012: $0Net Assets 2012: $81,2322012Assets 2013: $61,594Liabilities 2013: $0Net Assets 2013: $61,5942013Assets 2014: $54,094Liabilities 2014: $0Net Assets 2014: $54,0942014Assets 2015: $86,626Liabilities 2015: $0Net Assets 2015: $86,6262015Assets 2016: $31,319Liabilities 2016: $0Net Assets 2016: $31,3192016Assets 2017: $57,090Liabilities 2017: $0Net Assets 2017: $57,0902017Assets 2018: $261,569Liabilities 2018: $59,153Net Assets 2018: $202,4162018Assets 2019: $199,160Liabilities 2019: $31,893Net Assets 2019: $167,2672019Assets 2020: $244,233Liabilities 2020: $4,219Net Assets 2020: $240,0142020Assets 2021: $243,547Liabilities 2021: $3,385Net Assets 2021: $240,1622021Assets 2022: $265,083Liabilities 2022: $42,052Net Assets 2022: $223,0312022Assets 2023: $256,529Liabilities 2023: $8,462Net Assets 2023: $248,0672023Assets 2024: $238,088Liabilities 2024: $11,048Net Assets 2024: $227,0402024

Highlighted filing

2024

Assets$238,088
Liabilities$11,048
Net Assets$227,040

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2010: $130,043Expenses 2010: $237,962Net Income 2010: -$107,9192010Revenue 2011: $96,905Expenses 2011: $93,152Net Income 2011: $3,7532011Revenue 2012: $106,348Expenses 2012: $121,630Net Income 2012: -$15,2822012Revenue 2013: $90,758Expenses 2013: $125,755Net Income 2013: -$34,9972013Revenue 2014: $85,772Expenses 2014: $93,272Net Income 2014: -$7,5002014Revenue 2015: $94,812Expenses 2015: $62,280Net Income 2015: $32,5322015Revenue 2016: $138,457Expenses 2016: $193,764Net Income 2016: -$55,3072016Revenue 2017: $142,341Expenses 2017: $116,570Net Income 2017: $25,7712017Revenue 2018: $346,967Expenses 2018: $217,812Net Income 2018: $129,1552018Revenue 2019: $106,341Expenses 2019: $158,093Net Income 2019: -$51,7522019Revenue 2020: $98,885Expenses 2020: $38,162Net Income 2020: $60,7232020Revenue 2021: $85,705Expenses 2021: $80,434Net Income 2021: $5,2712021Revenue 2022: $92,741Expenses 2022: $81,484Net Income 2022: $11,2572022Revenue 2023: $91,251Expenses 2023: $84,799Net Income 2023: $6,4522023Revenue 2024: $75,515Expenses 2024: $101,530Net Income 2024: -$26,0152024

Highlighted filing

2024

Revenue$75,515
Expenses$101,530
Net Income-$26,015

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.11$2.27$0.76$1.02$0.26
2023Detailed filing. Detailed filing data is available for this year.$2.57$0.08$2.48$0.91$0.85$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.42$2.23$0.93$0.81$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.03$2.40$0.86$0.80$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.04$2.40$0.99$0.38$0.61
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.32$1.67$1.06$1.58$0.52
2018Detailed filing. Detailed filing data is available for this year.$2.62$0.59$2.02$3.47$2.18$1.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$1.42$1.17$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$1.38$1.94$0.55
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.95$0.62$0.33
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.86$0.93$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.91$1.26$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$1.06$1.22$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$0.97$0.93$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$1.30$2.38$1.08
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$183,181
Mission and Program Overview

Mission

To assist those who are less fortunate with energy expenses

Cfeba raises money to fund energy-related grants for underserved communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$86,071$152,274▲ $66,203
Investments in Publicly Traded Securities$58,438$61,782▲ $3,344
Cash and Non-Interest-Bearing Accounts$44,728$5,038▼ $39,690
Intangible Assets$1,726$4,275▲ $2,549
Savings and Temporary Cash Investments$61,050$1,003▼ $60,047
Prepaid Expenses and Deferred Charges$966$851▼ $115
Total Assets$265,083$256,529▼ $8,554
Other Assets Total$12,104$31,306▲ $19,202
Liabilities
Other Liabilities$0$4,500▲ $4,500
Accounts Payable and Accrued Expenses$42,052$3,962▼ $38,090
Total Liabilities$42,052$8,462▼ $33,590
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$223,031$248,067▲ $25,036
Total Net Assets Fund Balance$223,031$248,067▲ $25,036
Total Liabilities and Net Assets / Fund Balance$265,083$256,529▼ $8,554

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$31,306--
Other Securities$19,858--
Compensation and Service Providers

Board Members and Trustees

NameTitle
David M ConnellyEx Officio - President (eba)
Conor B WardEx Officio - President-elect (eba)
Kelli ColePresident
Floyd R SelfEx Officio - Vice President (eba)
Katlyn a FarrellVice President
Jack HannanCEO
Heather HorneEx Officio - Cfeba Immediate Past Pres.
Abby C FoxMember
Caileen K GamacheMember
Cara J LewisMember
Cheri M YochelsonMember
Diana JeschkeMember
Emily P MallenMember
Frederic BrassardMember
Gary E GuyMember
Harvey L ReiterMember
Holly Rachel SmithMember
James K MitchellMember
Jay MorrisonMember
Justin J MirabalMember
Justin R MartinMember
KATHERINE O'KONSKIMember
Karen BruniMember
Lois M HenryMember
Mary EmersonMember
Nicholas J CicaleMember
Paul M BreakmanMember
Robert FleishmanMember
Ruta K SkucasMember
S Diane NealMember
Sara C WeinbergMember
Stacey BurbureMember
William WeaverMember
Maneera Mona TandonMember - Felj Cross Over
Susan E BruceSecretary
Elliot RosemanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$122,895
Program Service Revenue
$0
Investment Income
$1,828
Other Revenue
$-33,472
All Other Contributions
$33,945
Change in Net Assets
$6,452
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,000
Other Expenses$34,721
Total Fundraising Expense$2,632
Salaries, Compensation, and Employee Benefits$78
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Fees for Services Accounting$3,674$13,937$918$18,529
Conferences and Meetings$5,387-$135$5,522
Office Expenses$4,102-$892$4,994
Insurance$115$1,272$29$1,416
Fees for Service Investment Mgmnt Fees-$911-$911
Other Expenses$589-$315$904
Information Technology$565-$300$865
Depreciation Depletion-$644-$644
Advertising$536--$536
Fees for Services Other$400--$400
Other Employee Benefits$35-$43$78
Total Functional Expenses$65,403$16,764$2,632$84,799
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nova UkraineStamford, CA501(c)(3)Purchase Electric Generators$50,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$47,872
Fundraising Gross Income$14,400
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Reception$103,350$14,400$5,747$8,653
Total Events$103,350$14,400$47,872$-33,472
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due From (to) Felj$4,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Management is provided by the staff of the energy bar association

Form 990, Part VI, Section A, Line 7A

Directors of the foundation are appointed by the president of the energy bar association ("association"), with the approval of the board of directors of the association.

Form 990, Part VI, Section B, Line 11B

A draft of the completed form 990 is made available for review to the ceo of the association, the foundation treasurer and president.

Form 990, Part VI, Section B, Line 12C

Disclosure statements completed by employees and members of the board of directors are reviewed by the president so that action can be taken if necessary. Disclosure statements are retained in the administrative offices of the board of directors.

Form 990, Part VI, Section C, Line 19

The conflict of interest policy and annual report containing consolidated financial information are posted on the energy bar association's website. Governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Charitable Foundation of the Energy Bar
EIN
01-0743607
Phone
2022235625
Address
2000 M STREET NW 715, WASHINGTON, DC 20036

Signing Officer

Name
Jack Hannan
Title
CEO & Executive Director
Phone
2022235625
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jack Hannan
Formed
2002
Legal Domicile
Dc
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
40

Preparer

Firm
Rsm US Llp
Address
4622 PENNSYLVANIA AVE STE 1100, KANSAS CITY, MO 64112
Preparer
Kevin Ensminger
Phone
8167533000
Raw XML AppendixShowing 400 of 727 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivityOrMissionDesc0CFEBA RAISES MONEY TO FUND ENERGY-RELATED GRANTS FOR UNDERSERVED COMMUNITIES.
IRS990/AdvertisingGrp/ProgramServicesAmt0536
IRS990/AdvertisingGrp/TotalAmt0536
IRS990/AllOtherContributionsAmt033945
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JACK HANNAN
IRS990/BooksInCareOfDetail/PhoneNum02022235625
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02000 M STREET NW
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt330
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3513341
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IRS990/Form990PartVIISectionAGrp/PersonNm2ELLIOT ROSEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3SUSAN E BRUCE
IRS990/Form990PartVIISectionAGrp/PersonNm4HEATHER HORNE
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID M CONNELLY
IRS990/Form990PartVIISectionAGrp/PersonNm6CONOR B WARD
IRS990/Form990PartVIISectionAGrp/PersonNm7FLOYD R SELF
IRS990/Form990PartVIISectionAGrp/PersonNm8FREDERIC BRASSARD
IRS990/Form990PartVIISectionAGrp/PersonNm9GARY E GUY
IRS990/Form990PartVIISectionAGrp/PersonNm10JUSTIN R MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm11KATHERINE O'KONSKI
IRS990/Form990PartVIISectionAGrp/PersonNm12MANEERA MONA TANDON
IRS990/Form990PartVIISectionAGrp/PersonNm13EMILY P MALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm14CARA J LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm15MARY EMERSON
IRS990/Form990PartVIISectionAGrp/PersonNm16NICHOLAS J CICALE
IRS990/Form990PartVIISectionAGrp/PersonNm17RUTA K SKUCAS
IRS990/Form990PartVIISectionAGrp/PersonNm18SARA C WEINBERG
IRS990/Form990PartVIISectionAGrp/PersonNm19STACEY BURBURE
IRS990/Form990PartVIISectionAGrp/PersonNm20ABBY C FOX
IRS990/Form990PartVIISectionAGrp/PersonNm21CAILEEN K GAMACHE
IRS990/Form990PartVIISectionAGrp/PersonNm22CHERI M YOCHELSON
IRS990/Form990PartVIISectionAGrp/PersonNm23DIANA JESCHKE
IRS990/Form990PartVIISectionAGrp/PersonNm24HARVEY L REITER
IRS990/Form990PartVIISectionAGrp/PersonNm25HOLLY RACHEL SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm26JAMES K MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm27JAY MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm28JUSTIN J MIRABAL
IRS990/Form990PartVIISectionAGrp/PersonNm29KAREN BRUNI
IRS990/Form990PartVIISectionAGrp/PersonNm30LOIS M HENRY
IRS990/Form990PartVIISectionAGrp/PersonNm31PAUL M BREAKMAN
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IRS990/Form990PartVIISectionAGrp/PersonNm34WILLIAM WEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm35JACK HANNAN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt350
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4EX OFFICIO - CFEBA IMMEDIATE PAST PRES.
IRS990/Form990PartVIISectionAGrp/TitleTxt5EX OFFICIO - PRESIDENT (EBA)
IRS990/Form990PartVIISectionAGrp/TitleTxt6EX OFFICIO - PRESIDENT-ELECT (EBA)
IRS990/Form990PartVIISectionAGrp/TitleTxt7EX OFFICIO - VICE PRESIDENT (EBA)
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER - FELJ CROSS OVER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt27MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt28MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt29MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt30MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt31MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt32MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt33MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt34MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt35CEO
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IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0300
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt058438
IRS990/InvestmentsPubTradedSecGrp/EOYAmt061782

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