Civic Intelligence

Operation Share Energy Fund

990EZ • Fiscal year 2017 • EIN 20-4214422

Oct 01, 2016 to Sep 30, 2017 • Filed on Jun 04, 2018

Organization ProfileWWW.UGIOPERATIONSHARE.ORG
225 Morgantown RoadReading, PA 19612-3009

(610) 736-5570

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

53rd percentile

4.8%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

-6.6%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$22,338

Up $5,768 (+35%) from 2016

Net Assets

Up

$22,338

Up $5,768 (+35%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin53rd percentile

Revenue

Down

$120,527

Down $8,553 (-6.6%) from 2016

Expenses

Down

$114,759

Down $15,467 (-12%) from 2016

Net Income

Up

$5,768

Up $6,914 (+603%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2017

Assets$22,338
Liabilities-
Net Assets$22,338
Open 2017 Filing

Operations Trend

Revenue Growth38th 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

2017

Revenue$120,527
Expenses$114,759
Net Income$5,768
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jun 4, 2018
Return Version
2016v3.1
Gross Receipts
$120,527
Mission and Program Overview

Mission

Assist households in need with winter energy bills.

Program Services

DescriptionGrantsExpenses
PROVIDE EMERGENCY ASSISTANCE FROM UGI UTILITIES, INC. AND RELATED SUBSIDIARIE TO RESIDENTIAL CUSTOMERS FACED WITH A SEVERE HARDSHIP IN PAYING THEIR ENERGY BILL DUE TO SOME CRISIS SITUATION.$114,759$114,759
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
YVETTE BELFORTAdminPT$0--
ROBERT F BEARDPresident-$0--
DANIEL PLATTV President-$0--
ROBERT R STOYKOV President-$0--
DEANNA KOPPENHOFFERV President-$0--
PAUL J SZYKMANV President-$0--
KINDRA WALKERManager Fina-$0--
MEGAN MATTERNController-$0--
Filing and Contact Details

Filer

Filer Name
Operation Share Energy Fund
EIN
20-4214422
Phone
6107365570
Address
225 MORGANTOWN ROAD, READING, PA 19612-3009

Signing Officer

Name
Yvette Belfort
Title
Admin
Phone
6107365570
Signed
2018-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Kosmerl & Company Pc
Address
535 N 5TH ST, READING, PA 19601
Preparer
John C Kosmerl CPA
Phone
6103725815
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“114,759 0 0”

Raw XML Appendix137 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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IRS990EZ/BooksInCareOfDetail/PersonNm0ADMINISTRATOR
IRS990EZ/BooksInCareOfDetail/PhoneNum06107365570
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0225 MORGANTOWN RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0READING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0196123009
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016570
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022338
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0120527
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05768
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016570
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022338
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0114759
IRS990EZ/GrossReceiptsAmt0120527
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016570
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022338
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016570
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022338
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0YVETTE BELFORT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT F BEARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIEL PLATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT R STOYKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEANNA KOPPENHOFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAUL J SZYKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KINDRA WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MEGAN MATTERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ADMIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2V PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3V PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4V PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5V PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MANAGER FINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CONTROLLER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSIST HOUSEHOLDS IN NEED WITH WINTER ENERGY BILLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EMERGENCY ASSISTANCE FROM UGI UTILITIES, INC. AND RELATED SUBSIDIARIE TO RESIDENTIAL CUSTOMERS FACED WITH A SEVERE HARDSHIP IN PAYING THEIR ENERGY BILL DUE TO SOME CRISIS SITUATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0114759
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0114759
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0114759
IRS990EZ/TotalProgramServiceExpensesAmt0114759
IRS990EZ/TotalRevenueAmt0120527
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UGIOPERATIONSHARE.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0120527
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0129080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0112219
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0193349
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0118560
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0673735
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0673735
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0120527
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0129080
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0112219
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0193349
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0118560
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0673735
IRS990ScheduleA/TotalSupportAmt0673735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0114,759 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0YVETTE BELFORT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMIN
ReturnHeader/BusinessOfficerGrp/PhoneNum06107365570
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERATION SHARE ENERGY FUND
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0204214422
ReturnHeader/Filer/PhoneNum06107365570
ReturnHeader/Filer/USAddress/AddressLine1Txt0225 MORGANTOWN ROAD
ReturnHeader/Filer/USAddress/CityNm0READING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0196123009
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F7642E7219E1BA7591D5224DC9163471DB1D9771
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F7642E7219E1BA7591D5224DC9163471DB1D9771
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232872012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOSMERL & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0535 N 5TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0READING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019601
ReturnHeader/PreparerPersonGrp/PhoneNum06103725815
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C KOSMERL CPA
ReturnHeader/ReturnTs02018-06-12T14:48:39-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,338
Liabilities
-
Net assets
$22,338
Revenue
$120,527
Expenses
$114,759
Net income
$5,768
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