Civic Intelligence

Operation Share Energy Fund

990 • Fiscal year 2023 • EIN 20-4214422

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 12, 2024

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

89th percentile

0.44x

Higher debt load relative to assets than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

0.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

21st percentile

-17%

Higher net margin than 21% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

15th percentile

-35%

Faster asset growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

-5.2%

Faster revenue growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$22,971

Down $12,410 (-35%) from 2022

Net Assets

Down

$12,971

Down $22,410 (-63%) from 2022

Liabilities

Up

$10,000

Up $10,000 from 2022

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin21st percentile

Revenue

Down

$129,701

Down $7,055 (-5.2%) from 2022

Expenses

Up

$152,111

Up $5,196 (+3.5%) from 2022

Net Income

Down

-$22,410

Down $12,251 (-121%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2023

Assets$22,971
Liabilities$10,000
Net Assets$12,971
Open 2023 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

2023

Revenue$129,701
Expenses$152,111
Net Income-$22,410
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 12, 2024
Return Version
2022v5.0
Gross Receipts
$129,701
Mission and Program Overview

Mission

Assist households in need with winter energy bills.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$35,381$22,971▼ $12,410
Total Assets$35,381$22,971▼ $12,410
Liabilities
Unsecured Notes Loans Payable-$10,000-
Total Liabilities$0$10,000▲ $10,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$35,381$12,971▼ $22,410
Total Net Assets Fund Balance$35,381$12,971▼ $22,410
Total Liabilities and Net Assets / Fund Balance$35,381$22,971▼ $12,410
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
$129,701
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$129,701
Change in Net Assets
$-22,410
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$152,111
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$152,111--$152,111
Total Functional Expenses$152,111$0$0$152,111
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Salvation ArmyWest Nyack, NY501c3Utility Assistance$60,698
Commission on Economic OpportunityWilkesbarre, PA501c3Utility Assistance$44,436
Community Action PartnershipLancaster, PA501c3Utility Assistance$22,250
Nhs of Greater BerksReading, PA501c3Utility Assistance$7,438
The Trehab CenterMontrose, PA501c3Utility Assistance$6,460
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
No
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
2024-08-12
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
Raw XML Appendix318 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ASSIST HOUSEHOLDS IN NEED WITH WINTER ENERGY BILLS.
IRS990/AllOtherContributionsAmt0129701
IRS990/BooksInCareOfDetail/PersonNm0KATHLEEN IGLAR
IRS990/BooksInCareOfDetail/PhoneNum04842561717
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE UGI DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0DENVER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd017517
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt035381
IRS990/CashNonInterestBearingGrp/EOYAmt022971
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0129701
IRS990/CYGrantsAndSimilarPaidAmt0152111
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-22410
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0152111
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0129701
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDE EMERGENCY ASSISTANCE FROM UGI UTILITIES, INC. AND RELATED SUBSIDIARIES TO RESIDENTIAL CUSTOMERS FACED WITH SEVERE HARDSHIP IN PAYING THEIR ENERGY BILLS DUE TO A CRISIS SITUATION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0152111
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT BEARD
IRS990/Form990PartVIISectionAGrp/PersonNm1DEANNA KOPPENHOFFER
IRS990/Form990PartVIISectionAGrp/PersonNm2PAUL SZYKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3ANTON HUMMER
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHLEEN IGLAR
IRS990/Form990PartVIISectionAGrp/PersonNm5HANS BELL
IRS990/Form990PartVIISectionAGrp/PersonNm6DANIEL ADAMO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE VP
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP HUMAN RES
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP OF RATES
IRS990/Form990PartVIISectionAGrp/TitleTxt3CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt4ADMINISTRATI
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP CUSTOMER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt0152111
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0152111
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0152111
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0129701
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ASSIST HOUSEHOLDS IN NEED WITH WINTER ENERGY BILLS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt035381
IRS990/NetAssetsOrFundBalancesEOYAmt012971
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt035381
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt012971
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ROBERT BEARD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0136756
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0146890
IRS990/PYOtherExpensesAmt025
IRS990/PYRevenuesLessExpensesAmt0-10159
IRS990/PYTotalExpensesAmt0146915
IRS990/PYTotalRevenueAmt0136756
IRS990/ReconcilationRevenueExpnssAmt0-22410
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0129701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0136756
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0201160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0131974
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0273591
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0873182
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0873182
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0129701
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0136756
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0201160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0131974
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0273591
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0873182
IRS990ScheduleA/TotalSupportAmt0873182
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt060698
IRS990ScheduleI/RecipientTable/CashGrantAmt122250
IRS990ScheduleI/RecipientTable/CashGrantAmt244436
IRS990ScheduleI/RecipientTable/CashGrantAmt37438
IRS990ScheduleI/RecipientTable/CashGrantAmt46460
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0UTILITY ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1UTILITY ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2UTILITY ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3UTILITY ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4UTILITY ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SALVATION ARMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1COMMUNITY ACTION PARTNERSHIP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2COMMISSION ON ECONOMIC OPPORTUNITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3NHS OF GREATER BERKS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4THE TREHAB CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0OF LANCASTER COUNTY
IRS990ScheduleI/RecipientTable/RecipientEIN0135562351
IRS990ScheduleI/RecipientTable/RecipientEIN1231667311
IRS990ScheduleI/RecipientTable/RecipientEIN2231653093
IRS990ScheduleI/RecipientTable/RecipientEIN3232066952
IRS990ScheduleI/RecipientTable/RecipientEIN4231729514
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0440 WEST NYACK ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1601 S QUEEN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2165 AMBER LANE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3213 N5TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt436 PUBLIC AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WEST NYACK
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LANCASTER
IRS990ScheduleI/RecipientTable/USAddress/CityNm2WILKESBARRE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3READING
IRS990ScheduleI/RecipientTable/USAddress/CityNm4MONTROSE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd010994
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd117046
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd218703
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd319601
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd418801
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OPERATION 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/StatesWhereCopyOfReturnIsFldCd1MD
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt035381
IRS990/TotalAssetsEOYAmt022971
IRS990/TotalAssetsGrp/BOYAmt035381
IRS990/TotalAssetsGrp/EOYAmt022971
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0129701
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0152111
IRS990/TotalFunctionalExpensesGrp/TotalAmt0152111
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt010000
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt010000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt035381
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012971
IRS990/TotalProgramServiceExpensesAmt0152111
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0129701
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt035381
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt022971
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt010000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0ONE UGI DRIVE
IRS990/USAddress/CityNm0DENVER
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017517
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0HTTPS://WWW.UGI.COM/OPERATIONSHARE
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN IGLAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATION
ReturnHeader/BusinessOfficerGrp/PhoneNum06107365570
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERATION SHARE ENERGY FUND
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0204214422
ReturnHeader/Filer/PhoneNum04842561717
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE UGI DRIVE
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017517
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272001590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J MILLER & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 27308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019118
ReturnHeader/PreparerPersonGrp/PhoneNum02156001701
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOYCE MILLER
ReturnHeader/ReturnTs02024-08-12T14:23:20-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,971
Liabilities
$10,000
Net assets
$12,971
Revenue
$129,701
Expenses
$152,111
Net income
-$22,410
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