Civic Intelligence

Operation Share Energy Fund

990EZ • Fiscal year 2012 • EIN 20-4214422

Oct 01, 2011 to Sep 30, 2012 • Filed on May 20, 2013

Organization ProfileWWW.UGIOPERATIONSHARE.ORG
225 Morgantown Road19612-3009
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

47th percentile

1.3%

Higher net margin than 47% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

61st percentile

7.7%

Faster asset growth than 61% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,438

Up $2,043 (+7.7%) from 2011

Net Assets

$28,438

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin47th percentile

Revenue

Down

$160,152

Down $39,768 (-20%) from 2011

Expenses

Down

$158,110

Down $88,453 (-36%) from 2011

Net Income

Up

$2,042

Up $48,685 (+104%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$300K$200K$100K$0Assets 2010: $73,038Net Assets 2010: $73,0382010Assets 2011: $26,395Liabilities 2011: $02011Assets 2012: $28,438Net Assets 2012: $28,4382012Assets 2013: $14,882Liabilities 2013: $02013Assets 2014: $18,096Net Assets 2014: $18,0962014Assets 2015: $17,716Net Assets 2015: $17,7162015Assets 2016: $16,570Net Assets 2016: $16,5702016Assets 2017: $22,338Net Assets 2017: $22,3382017Assets 2018: $12,117Net Assets 2018: $12,1172018Assets 2019: $247,471Liabilities 2019: $0Net Assets 2019: $247,4712019Assets 2020: $31,895Net Assets 2020: $31,8952020Assets 2021: $45,540Liabilities 2021: $0Net Assets 2021: $45,5402021Assets 2022: $35,381Liabilities 2022: $0Net Assets 2022: $35,3812022Assets 2023: $22,971Liabilities 2023: $10,000Net Assets 2023: $12,9712023Assets 2024: $5,458Liabilities 2024: $0Net Assets 2024: $5,4582024

Highlighted filing

2012

Assets$28,438
Liabilities-
Net Assets$28,438
Open 2012 Filing

Operations Trend

Revenue Growth24th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $106,722Expenses 2010: $82,568Net Income 2010: $24,1542010Revenue 2011: $199,920Expenses 2011: $246,563Net Income 2011: -$46,6432011Revenue 2012: $160,152Expenses 2012: $158,110Net Income 2012: $2,0422012Revenue 2013: $118,560Expenses 2013: $132,116Net Income 2013: -$13,5562013Revenue 2014: $193,349Expenses 2014: $190,135Net Income 2014: $3,2142014Revenue 2015: $112,219Expenses 2015: $112,599Net Income 2015: -$3802015Revenue 2016: $129,080Expenses 2016: $130,226Net Income 2016: -$1,1462016Revenue 2017: $120,527Expenses 2017: $114,759Net Income 2017: $5,7682017Revenue 2018: $123,960Expenses 2018: $134,181Net Income 2018: -$10,2212018Revenue 2019: $272,591Expenses 2019: $302,606Net Income 2019: -$30,0152019Revenue 2020: $131,974Expenses 2020: $115,085Net Income 2020: $16,8892020Revenue 2021: $201,160Expenses 2021: $187,515Net Income 2021: $13,6452021Revenue 2022: $136,756Expenses 2022: $146,915Net Income 2022: -$10,1592022Revenue 2023: $129,701Expenses 2023: $152,111Net Income 2023: -$22,4102023Revenue 2024: $124,317Expenses 2024: $131,830Net Income 2024: -$7,5132024

Highlighted filing

2012

Revenue$160,152
Expenses$158,110
Net Income$2,042
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2011 to Sep 30, 2012
Signed
May 20, 2013
Return Version
2011v1.5
Mission and Program Overview

Mission

Assist households in need with winter energy bills.

Filing and Contact Details

Filer

EIN
20-4214422
Raw XML Appendix141 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
CompensationExplanation/Compensation/PersonName0YVETTE BELFORT
CompensationExplanation/Compensation/PersonName1ROBERT F BEARD
CompensationExplanation/Compensation/PersonName2DONALD E BROWN
CompensationExplanation/Compensation/PersonName3VICKI O EBNER
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY026396
IRS990EZ/CashSavingsAndInvestments/EOY028438
IRS990EZ/ContributionsGiftsGrantsEtc0160152
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear02042
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrantsAndSimilarAmountsPaid0157647
IRS990EZ/GrossReceipts0160152
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY026396
IRS990EZ/NetAssetsOrFundBalancesBOY026396
IRS990EZ/NetAssetsOrFundBalances/EOY028438
IRS990EZ/NetAssetsOrFundBalancesEOY028438
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10225 MORGANTOWN RD PO BOX 13009
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11225 MORGANTOWN ROAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12225 MORGANTOWN ROAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine13225 MORGANTOWN ROAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0READING
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1READING
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2READING
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3READING
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0PA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1PA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2PA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3PA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode019612
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode119611
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode219611
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode319611
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition010.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0YVETTE BELFORT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1ROBERT F BEARD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2DONALD E BROWN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3VICKI O EBNER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0ADMIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3SR VICE PRES
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal0463
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0ASSIST HOUSEHOLDS IN NEED WITH WINTER ENERGY BILLS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PROVIDE EMERGENCY ASSISTANCE FROM UGI UTILITIES, INC. AND RELATED SUBSIDIARIES)TO RESIDENTIAL CUSTOMERS FACED WITH A SEVERE HARDSHIP IN PAYING THEIR ENERGY BILL DUE TO SOME CRISIS SITUATION.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations0157647
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses0158110
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0PA
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10225 MORGANTOWN RD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0READING
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0PA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0196123009
IRS990EZ/TheBooksAreInCareOf/NamePerson0TREASURER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06107365570
IRS990EZ/TotalAssets/BOY026396
IRS990EZ/TotalAssets/EOY028438
IRS990EZ/TotalExpenses0158110
IRS990EZ/TotalProgramServiceExpenses0158110
IRS990EZ/TotalRevenue0160152
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0WWW.UGIOPERATIONSHARE.ORG
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear0160152
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year0199920
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years0106722
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years095689
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years027192
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0589675
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17001.00000
IRS990ScheduleA/PublicSupportPertcentPriorYear01.00000
IRS990ScheduleA/PublicSupportTotal1700589675
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear0160152
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year0199920
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years0106722
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years095689
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years027192
IRS990ScheduleA/Total170/Total0589675
IRS990ScheduleA/TotalSupport0589675
IRS990ScheduleO/GeneralExplanation/Explanation0157,647 0 0
IRS990ScheduleO/GeneralExplanation/Explanation1EXPENSES BANK FEES 463 TOTAL 463
IRS990ScheduleO/GeneralExplanation/Identifier0GRANTS AND SIMILAR AMTS PAID TO INDIVIDUALS
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0204214422
ReturnHeader/Filer/Name/BusinessNameLine10OPERATION SHARE ENERGY FUND
ReturnHeader/Filer/NameControl0OPER
ReturnHeader/Filer/Phone06107365570
ReturnHeader/Filer/USAddress/AddressLine10225 MORGANTOWN ROAD
ReturnHeader/Filer/USAddress/City0READING
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0196123009
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-20
ReturnHeader/Officer/Name0YVETTE BELFORT
ReturnHeader/Officer/Phone06107365570
ReturnHeader/Officer/Title0ADMINISTRATOR
ReturnHeader/Preparer/DatePrepared02013-06-26
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KOSMERL & COMPANY PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10535 N 5TH ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0READING
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode019601
ReturnHeader/Preparer/Name0JOHN C KOSMERL CPA
ReturnHeader/Preparer/Phone06103725815
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-10-01
ReturnHeader/TaxPeriodEndDate02012-09-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-06-26T16:20:14-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$28,438
Liabilities
-
Net assets
$28,438
Revenue
$160,152
Expenses
$158,110
Net income
$2,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.24$1.32$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.10$0.13$1.30$1.52$0.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.00$0.35$1.37$1.47$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$2.01$1.88$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.32$1.32$1.15$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$2.73$3.03$0.30
2018Detailed filing. Detailed filing data is available for this year.$0.12$0.12$1.24$1.34$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.22$1.21$1.15$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.17$1.29$1.30$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.18$1.12$1.13$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.18$0.18$1.93$1.90$0.03
2013Summary only. Only limited summary data is available for this year.$0.15$0.00$1.19$1.32$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.28$1.60$1.58$0.02
2011Summary only. Only limited summary data is available for this year.$0.26$0.00$2.00$2.47$0.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.73$1.07$0.83$0.24