Civic Intelligence

Charitable Foundation of the Energy Bar Association

990 • Fiscal year 2020 • EIN 01-0743607

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 15, 2021

2000 M Street NW No 715Washington, DC 20036

(202) 223-5625

Siviq Scores

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

Liabilities / Assets

64th percentile

0.02x

Higher debt load relative to assets than 64% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

70th percentile

0.04x

Higher debt load relative to revenue than 70% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

68th percentile

23%

Faster asset growth than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

-7.0%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$244,233

Up $45,073 (+23%) from 2019

Net Assets

Up

$240,014

Up $72,747 (+43%) from 2019

Liabilities

Down

$4,219

Down $27,674 (-87%) from 2019

Revenue

Down

$98,885

Down $7,456 (-7.0%) from 2019

Expenses

Down

$38,162

Down $119,931 (-76%) from 2019

Net Income

Up

$60,723

Up $112,475 (+217%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$244,233
Liabilities$4,219
Net Assets$240,014

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$98,885
Expenses$38,162
Net Income$60,723
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 15, 2021
Return Version
2020v4.1
Gross Receipts
$211,983
Mission and Program Overview

Mission

To assist those who are less fortunate with energy expenses

Cfeba raises money to fund grants to help communities improve their member lives through access to energy

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$82,645-
Investments in Publicly Traded Securities$152,400$70,702▼ $81,698
Cash and Non-Interest-Bearing Accounts$45,425$65,967▲ $20,542
Savings and Temporary Cash Investments$1,002$11,662▲ $10,660
Prepaid Expenses and Deferred Charges$333$398▲ $65
Total Assets$199,160$244,233▲ $45,073
Other Assets Total$0$12,859▲ $12,859
Liabilities
Accounts Payable and Accrued Expenses$1,004$2,219▲ $1,215
Other Liabilities$30,889$2,000▼ $28,889
Total Liabilities$31,893$4,219▼ $27,674
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$167,267$240,014▲ $72,747
Total Net Assets Fund Balance$167,267$240,014▲ $72,747
Total Liabilities and Net Assets / Fund Balance$199,160$244,233▲ $45,073

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$12,859--
Other Securities$28,377--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Julia Dryden EnglishPresident
Carrie L BumgarnerVice President
Heather HorneDirector
Jay MorrisonDirector
Katlyn a FarrellDirector
Kimberly B FrankDirector
Norman a PedersenDirector
Philip MoneDirector
Richard M LorenzoDirector
Simone M KingDirector
Stuart a CaplanDirector
Susan E BruceDirector
Thomas MillarDirector
David Martin ConnellyEx-officio Voting Director
Delia D PattersonEx-officio Voting Director
Jane E RuegerEx-officio Voting Director
Mosby G PerrowEx-officio Voting Director
John Edward MccaffreySecretary
Conor B WardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$98,497
Program Service Revenue
$0
Investment Income
$388
Other Revenue
$0
All Other Contributions
$98,497
Change in Net Assets
$60,723
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,162
Total Fundraising Expense$2,025
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$14,384-$14,384
Fees for Services Other$6,109$3,526$1,040$10,675
Office Expenses$4,983$2,875$849$8,707
Information Technology-$2,060-$2,060
Insurance$691$398$118$1,207
Fees for Service Investment Mgmnt Fees-$805-$805
Conferences and Meetings$84$180$14$278
Travel$26$16$4$46
Total Functional Expenses$11,893$24,244$2,025$38,162
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Felj$2,000
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
No

Governance Explanations

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 NO 715, WASHINGTON, DC 20036

Signing Officer

Name
Lisa Levine
Title
CEO & Executive Director
Phone
2022235625
Signed
2021-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Levine
Formed
2002
Legal Domicile
Dc
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
19

Preparer

Firm
Rsm US Llp
Address
2021 L STREET NW SUITE 400, WASHINGTON, DC 20036
Preparer
Sara Smith
Phone
2022932200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional services: program service expenses 6,109. Management and general expenses 3,526. Fundraising expenses 1,040. Total expenses 10,675.

Raw XML AppendixShowing 400 of 552 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01004
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02219
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0CFEBA RAISES MONEY TO FUND GRANTS TO HELP COMMUNITIES IMPROVE THEIR MEMBER LIVES THROUGH ACCESS TO ENERGY
IRS990/AllOtherContributionsAmt098497
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum02022235625
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02000 M STREET NW SUITE 715
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTONDC
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020036
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt045425
IRS990/CashNonInterestBearingGrp/EOYAmt065967
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt014
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0180
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt084
IRS990/ConferencesMeetingsGrp/TotalAmt0278
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt098497
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0388
IRS990/CYOtherExpensesAmt038162
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt060723
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt038162
IRS990/CYTotalFundraisingExpenseAmt02025
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt098885
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ENERGY GRANT: CFEBA CONTRIBUTES TO A NUMBER OF SECTIONS 501C3 ORGANIZATIONS IN NEED OF ACCESS TO ENERGY TO IMPROVE THEIR COMMUNITY MEMBER LIVES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt011893
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014384
IRS990/FeesForServicesAccountingGrp/TotalAmt014384
IRS990/FeesForServicesOtherGrp/FundraisingAmt01040
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03526
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt06109
IRS990/FeesForServicesOtherGrp/TotalAmt010675
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0805
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0805
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt153.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt165.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt175.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt183.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0JULIA DRYDEN ENGLISH
IRS990/Form990PartVIISectionAGrp/PersonNm1CARRIE L BUMGARNER
IRS990/Form990PartVIISectionAGrp/PersonNm2CONOR B WARD
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN EDWARD MCCAFFREY
IRS990/Form990PartVIISectionAGrp/PersonNm4SUSAN E BRUCE
IRS990/Form990PartVIISectionAGrp/PersonNm5STUART A CAPLAN
IRS990/Form990PartVIISectionAGrp/PersonNm6KATLYN A FARRELL
IRS990/Form990PartVIISectionAGrp/PersonNm7KIMBERLY B FRANK
IRS990/Form990PartVIISectionAGrp/PersonNm8HEATHER HORNE
IRS990/Form990PartVIISectionAGrp/PersonNm9SIMONE M KING
IRS990/Form990PartVIISectionAGrp/PersonNm10RICHARD M LORENZO
IRS990/Form990PartVIISectionAGrp/PersonNm11THOMAS MILLAR
IRS990/Form990PartVIISectionAGrp/PersonNm12PHILIP MONE
IRS990/Form990PartVIISectionAGrp/PersonNm13JAY MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm14NORMAN A PEDERSEN
IRS990/Form990PartVIISectionAGrp/PersonNm15DAVID MARTIN CONNELLY
IRS990/Form990PartVIISectionAGrp/PersonNm16JANE E RUEGER
IRS990/Form990PartVIISectionAGrp/PersonNm17MOSBY G PERROW
IRS990/Form990PartVIISectionAGrp/PersonNm18DELIA D PATTERSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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/TitleTxt15EX-OFFICIO VOTING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16EX-OFFICIO VOTING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17EX-OFFICIO VOTING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EX-OFFICIO VOTING DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-4295
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0108803
IRS990/GrossReceiptsAmt0211983
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02060
IRS990/InformationTechnologyGrp/TotalAmt02060
IRS990/InsuranceGrp/FundraisingAmt0118
IRS990/InsuranceGrp/ManagementAndGeneralAmt0398
IRS990/InsuranceGrp/ProgramServicesAmt0691
IRS990/InsuranceGrp/TotalAmt01207
IRS990/InvestmentIncomeGrp/ExclusionAmt04683
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04683
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt082645
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0152400
IRS990/InvestmentsPubTradedSecGrp/EOYAmt070702
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0113098
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ASSIST THOSE WHO ARE LESS FORTUNATE WITH ENERGY EXPENSES
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0167267
IRS990/NetAssetsOrFundBalancesEOYAmt0240014
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-4295
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-4295
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt012024
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0167267
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0240014
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0849
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02875
IRS990/OfficeExpensesGrp/ProgramServicesAmt04983
IRS990/OfficeExpensesGrp/TotalAmt08707
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt012859
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt030889
IRS990/OtherLiabilitiesGrp/EOYAmt02000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0333
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0398
IRS990/PrincipalOfficerNm0LISA LEVINE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0159468
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0120000
IRS990/PYInvestmentIncomeAmt05849
IRS990/PYOtherExpensesAmt038093
IRS990/PYOtherRevenueAmt0-58976
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-51752
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0158093
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0106341
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt060723
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01002
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011662
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt098497
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt077533
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0312310
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt054002
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt098610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0640952
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04683
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04513
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04436
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013632
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt088585
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92290
IRS990ScheduleA/PublicSupportPY170Pct00.62400
IRS990ScheduleA/PublicSupportTotal170Amt0604096
IRS990ScheduleA/SubstantialContributorsTotAmt036856
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt098497
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt077533
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0312310
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt054002
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt098610
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0640952
IRS990ScheduleA/TotalSupportAmt0654584
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt012859
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM EBA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO FELJ
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt021231
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt117348
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt215689
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt328377
IRS990ScheduleD/OtherSecuritiesGrp/Desc0423.781-AMERICAN FUNDS (WMFFX)
IRS990ScheduleD/OtherSecuritiesGrp/Desc1961.059-LAZARD FUNDS INC (LEVIX)
IRS990ScheduleD/OtherSecuritiesGrp/Desc21403.337-METROPOLITAN WEST (MWTIX)
IRS990ScheduleD/OtherSecuritiesGrp/Desc328371.279-FEDERATED HERMES (PVOXX)
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt012859
IRS990ScheduleD/TotalBookValueSecuritiesAmt082645
IRS990ScheduleD/TotalLiabilityAmt02000
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTORS 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE COMPLETED FORM 990 IS MADE AVAILABLE FOR REVIEW TO THE CEO OF THE ASSOCIATION, THE FOUNDATION TREASURER AND PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISCLOSURE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 6,109. MANAGEMENT AND GENERAL EXPENSES 3,526. FUNDRAISING EXPENSES 1,040. TOTAL EXPENSES 10,675.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits