Civic Intelligence

The Energy Professional Association Inc

990 • Fiscal year 2017 • EIN 11-3746688

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

1701 Nueces StreetAustin, TX 78701

(512) 322-9969

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

13th percentile

-20%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

5th percentile

-54%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

5.1%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$100,854

Down $119,125 (-54%) from 2016

Net Assets

Down

$100,854

Down $94,125 (-48%) from 2016

Liabilities

Down

$0

Down $25,000 (-100%) from 2016

Revenue

Up

$479,705

Up $23,412 (+5.1%) from 2016

Expenses

Up

$573,830

Up $222,011 (+63%) from 2016

Net Income

Down

-$94,125

Down $198,599 (-190%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $142,841Liabilities 2011: $0Net Assets 2011: $142,8412011Assets 2012: $163,646Liabilities 2012: $35,000Net Assets 2012: $128,6462012Assets 2013: $147,342Liabilities 2013: $0Net Assets 2013: $147,3422013Assets 2014: $119,239Liabilities 2014: $29,999Net Assets 2014: $89,2402014Assets 2015: $158,003Liabilities 2015: $67,498Net Assets 2015: $90,5052015Assets 2016: $219,979Liabilities 2016: $25,000Net Assets 2016: $194,9792016Assets 2017: $100,854Liabilities 2017: $0Net Assets 2017: $100,8542017Assets 2018: $62,874Liabilities 2018: $0Net Assets 2018: $62,8742018Assets 2019: $97,939Liabilities 2019: $0Net Assets 2019: $97,9392019Assets 2020: $93,466Liabilities 2020: $0Net Assets 2020: $93,4662020Assets 2021: $53,514Liabilities 2021: $0Net Assets 2021: $53,5142021Assets 2022: $232,715Liabilities 2022: $0Net Assets 2022: $232,7152022Assets 2023: $562,215Liabilities 2023: $0Net Assets 2023: $562,2152023Assets 2024: $570,966Liabilities 2024: $33,001Net Assets 2024: $537,9652024

Highlighted filing

2017

Assets$100,854
Liabilities$0
Net Assets$100,854

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $159,126Expenses 2011: $120,969Net Income 2011: $38,1572011Expenses 2012: $247,4412012Revenue 2013: $232,639Expenses 2013: $213,973Net Income 2013: $18,6662013Revenue 2014: $252,097Expenses 2014: $310,199Net Income 2014: -$58,1022014Revenue 2015: $376,503Expenses 2015: $375,238Net Income 2015: $1,2652015Revenue 2016: $456,293Expenses 2016: $351,819Net Income 2016: $104,4742016Revenue 2017: $479,705Expenses 2017: $573,830Net Income 2017: -$94,1252017Revenue 2018: $644,357Expenses 2018: $775,175Net Income 2018: -$130,8182018Revenue 2019: $695,231Expenses 2019: $660,166Net Income 2019: $35,0652019Revenue 2020: $494,499Expenses 2020: $470,697Net Income 2020: $23,8022020Revenue 2021: $536,819Expenses 2021: $576,771Net Income 2021: -$39,9522021Revenue 2022: $1,011,371Expenses 2022: $832,170Net Income 2022: $179,2012022Revenue 2023: $1,361,719Expenses 2023: $1,032,219Net Income 2023: $329,5002023Revenue 2024: $1,300,221Expenses 2024: $1,324,471Net Income 2024: -$24,2502024

Highlighted filing

2017

Revenue$479,705
Expenses$573,830
Net Income-$94,125
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$479,705
Mission and Program Overview

Mission

To raise funds and awareness of the deregulated retail electricity industry in texas. Ensure a minimum level of standards in members who are operating within the industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$202,979$96,886▼ $106,093
Accounts Receivable$17,000$3,968▼ $13,032
Total Assets$219,979$100,854▼ $119,125
Liabilities
Accounts Payable and Accrued Expenses$25,000--
Total Liabilities$25,000$0▼ $25,000
Net Assets / Fund Balance
Unrestricted Net Assets$194,979$100,854▼ $94,125
Total Net Assets Fund Balance$194,979$100,854▼ $94,125
Total Liabilities and Net Assets / Fund Balance$219,979$100,854▼ $119,125
Compensation and Service Providers

Board Members and Trustees

NameTitle
Andrew BarthPresident
Shannon McgriffDirector
Paul WardAtlarge Boar
Scott HeathAtlarge Boar
Perry RuthvenSecretary
Marilyn J FoxTreasurer
Huston AbleVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$208,231
Program Service Revenue
$270,169
Investment Income
$37
Other Revenue
$1,268
Change in Net Assets
$-94,125
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$573,830
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$349,114--$349,114
Advertising-$73,267-$73,267
All Other Expenses-$10,511-$10,511
Fees for Services Accounting-$9,110-$9,110
Other Expenses-$5,000-$5,000
Insurance-$1,614-$1,614
Total Functional Expenses$349,114$224,716$0$573,830
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is presented to the board members for review prior to filing.

Form 990, Page 6, Part VI, Line 19

All documents are available for review at 1701 nueces, austin, tx during regular business hours.

Filing and Contact Details

Filer

Filer Name
Texas Electricity Brokers
EIN
11-3746688
Phone
5123229969
Address
1701 NUECES STREET, AUSTIN, TX 78701
Doing Business As
Teba

Signing Officer

Name
Marilyn J Fox
Title
Treasurer
Phone
5123229969
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marilyn J Fox
Formed
2005
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
0
Employees
0

Preparer

Firm
Van Houten & Associates Pc
Address
1517 E PALM VALLEY BLVD, ROUND ROCK, TX 78664-4552
Preparer
S Paige Heard CPA
Phone
5123109277
Raw XML Appendix280 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS ARE AVAILABLE FOR REVIEW AT 1701 NUECES, AUSTIN, TX DURING REGULAR BUSINESS HOURS.
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ReturnHeader/FilingSecurityInformation/IPTm015:17:02
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ReturnHeader/ReturnTs02018-11-12T15:17:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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.$0.57$0.03$0.54$1.30$1.32$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.36$1.03$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$1.01$0.83$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$0.54$0.58$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.49$0.47$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$0.70$0.66$0.04
2018Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$0.64$0.78$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.48$0.57$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.03$0.19$0.46$0.35$0.10
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.16$0.07$0.09$0.38$0.38$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.12$0.03$0.09$0.25$0.31$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.23$0.21$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.04$0.13$0.25
2011Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$0.16$0.12$0.04