Civic Intelligence

Operation Share Energy Fund

990 • Fiscal year 2022 • EIN 20-4214422

Oct 01, 2021 to Sep 30, 2022 • Filed on Aug 14, 2023

Organization ProfileWWW.UGI.COM/OPERATIONSHARE
One Ugi DriveDenver, PA 17517

(484) 256-1717

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

29th percentile

-7.4%

Higher net margin than 29% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

20th percentile

-22%

Faster asset growth than 20% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-32%

Faster revenue growth than 17% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$35,381

Down $10,159 (-22%) from 2021

Net Assets

Down

$35,381

Down $10,159 (-22%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin29th percentile

Revenue

Down

$136,756

Down $64,404 (-32%) from 2021

Expenses

Down

$146,915

Down $40,600 (-22%) from 2021

Net Income

Down

-$10,159

Down $23,804 (-174%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2022

Assets$35,381
Liabilities$0
Net Assets$35,381
Open 2022 Filing

Operations Trend

Revenue Growth17th 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

2022

Revenue$136,756
Expenses$146,915
Net Income-$10,159
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 14, 2023
Return Version
2021v4.0
Gross Receipts
$136,756
Mission and Program Overview

Mission

Assist households in need with winter energy bills.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$45,540$35,381▼ $10,159
Total Assets$45,540$35,381▼ $10,159
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$45,540$35,381▼ $10,159
Total Net Assets Fund Balance$45,540$35,381▼ $10,159
Total Liabilities and Net Assets / Fund Balance$45,540$35,381▼ $10,159
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Hans BellPresident
Kathleen IglarAdministrati
Anton HummerController
Robert BeardExecutive VP
Daniel AdamoVP Customer
Deanna KoppenhofferVP Human Res
Paul SzykmanVP of Rates
Revenue and Support

Revenue Composition

Contributions and Grants
$136,756
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$136,756
Change in Net Assets
$-10,159
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$146,890
Other Expenses$25
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$146,890--$146,890
Other Expenses-$25-$25
Total Functional Expenses$146,890$25$0$146,915
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Salvation ArmyWest Nyack, NY501c3Utility Assistance$66,657
Commission on Economic OpportunityWilkesbarre, PA501c3Utility Assistance$30,983
Community Action PartnershipLancaster, PA501c3Utility Assistance$23,650
Nhs of Greater BerksReading, PA501c3Utility Assistance$5,214
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
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 provided to the officers for review prior to submission to the internal revenue service.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and financial statements are made available to the public upon request.”

Form 990, Part VII

“Operation share energy fund (osef) is claiming the volunteer exception for excluding compensation information from a related organization, columns (e) and (f), for the officers listed as the related organization is a for- profit organization and that the related organization does not provide management services for a fee to the organization.”

Filing and Contact Details

Filer

Filer Name
Operation Share Energy Fund
EIN
20-4214422
Phone
4842561717
Address
ONE UGI DRIVE, DENVER, PA 17517

Signing Officer

Name
Kathleen Iglar
Title
Administration
Phone
6107365570
Signed
2023-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Beard
Formed
2009
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
J Miller & Associates LLC
Address
PO BOX 27308, PHILADELPHIA, PA 19118
Preparer
Joyce Miller
Phone
2156001701
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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/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE OFFICERS FOR REVIEW PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
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ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

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Filings

Displayed year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$35,381
Liabilities
$0
Net assets
$35,381
Revenue
$136,756
Expenses
$146,915
Net income
-$10,159
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