Civic Intelligence

Poweroptions Inc

990 • Fiscal year 2022 • EIN 22-3041893

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 21, 2022

Organization ProfileWWW.POWEROPTIONS.ORG

View Organization Page

129 South Street 6th FloorBoston, MA 02111

(617) 737-8480

Siviq Scores

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

Liabilities / Assets

47th percentile

0.11x

Higher debt load relative to assets than 47% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

63rd percentile

0.28x

Higher debt load relative to revenue than 63% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

34th percentile

0.2%

Higher net margin than 34% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

92nd percentile

$381,402

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

14th percentile

-13%

Faster asset growth than 14% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

23rd percentile

-14%

Faster revenue growth than 23% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$7,567,467

Down $1,107,111 (-13%) from 2021

Net Assets

Down

$6,769,074

Down $1,121,863 (-14%) from 2021

Liabilities

Up

$798,393

Up $14,752 (+1.9%) from 2021

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin34th percentile

Revenue

Down

$2,891,389

Down $456,456 (-14%) from 2021

Expenses

Up

$2,885,595

Up $252,843 (+9.6%) from 2021

Net Income

Down

$5,794

Down $709,299 (-99%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$15M$10M$5.0M$0Assets 2011: $1,988,698Liabilities 2011: $342,087Net Assets 2011: $1,646,6112011Assets 2012: $2,188,510Liabilities 2012: $400,719Net Assets 2012: $1,787,7912012Assets 2013: $2,490,642Liabilities 2013: $369,167Net Assets 2013: $2,121,4752013Assets 2014: $2,670,832Liabilities 2014: $421,510Net Assets 2014: $2,249,3222014Assets 2015: $3,938,801Liabilities 2015: $514,772Net Assets 2015: $3,424,0292015Assets 2016: $4,907,534Liabilities 2016: $576,228Net Assets 2016: $4,331,3062016Assets 2017: $6,325,026Liabilities 2017: $644,783Net Assets 2017: $5,680,2432017Assets 2018: $6,734,691Liabilities 2018: $1,002,761Net Assets 2018: $5,731,9302018Assets 2019: $6,992,075Liabilities 2019: $919,817Net Assets 2019: $6,072,2582019Assets 2020: $7,129,167Liabilities 2020: $801,572Net Assets 2020: $6,327,5952020Assets 2021: $8,674,578Liabilities 2021: $783,641Net Assets 2021: $7,890,9372021Assets 2022: $7,567,467Liabilities 2022: $798,393Net Assets 2022: $6,769,0742022Assets 2023: $8,290,776Liabilities 2023: $979,935Net Assets 2023: $7,310,8412023Assets 2024: $9,756,577Liabilities 2024: $1,336,817Net Assets 2024: $8,419,7602024Assets 2025: $11,088,678Liabilities 2025: $2,153,942Net Assets 2025: $8,934,7362025

Highlighted filing

2022

Assets$7,567,467
Liabilities$798,393
Net Assets$6,769,074
Open 2022 Filing

Operations Trend

Revenue Growth23rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,481,2702011Expenses 2012: $1,702,7182012Expenses 2013: $1,684,3392013Revenue 2014: $2,108,245Expenses 2014: $1,980,398Net Income 2014: $127,8472014Revenue 2015: $3,139,003Expenses 2015: $1,936,994Net Income 2015: $1,202,0092015Revenue 2016: $3,162,557Expenses 2016: $2,411,340Net Income 2016: $751,2172016Revenue 2017: $3,922,329Expenses 2017: $2,884,973Net Income 2017: $1,037,3562017Revenue 2018: $3,376,978Expenses 2018: $3,506,819Net Income 2018: -$129,8412018Revenue 2019: $3,361,194Expenses 2019: $3,189,088Net Income 2019: $172,1062019Revenue 2020: $3,114,285Expenses 2020: $3,088,345Net Income 2020: $25,9402020Revenue 2021: $3,347,845Expenses 2021: $2,632,752Net Income 2021: $715,0932021Revenue 2022: $2,891,389Expenses 2022: $2,885,595Net Income 2022: $5,7942022Revenue 2023: $3,789,504Expenses 2023: $3,674,773Net Income 2023: $114,7312023Revenue 2024: $5,160,023Expenses 2024: $4,746,997Net Income 2024: $413,0262024Revenue 2025: $6,458,794Expenses 2025: $6,303,275Net Income 2025: $155,5192025

Highlighted filing

2022

Revenue$2,891,389
Expenses$2,885,595
Net Income$5,794
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 21, 2022
Return Version
2021v4.2
Gross Receipts
$5,638,464
Mission and Program Overview

Mission

The mission of poweroptions is to empower non-profits and public entities with solutions to reduce the cost, carbon, and complexity of energy. It leverages its large non-profit membership to secure favorable pricing terms and conditions for energy and also offers energy related services in the competitive market. In doing so, poweroptions helps its members save money that can be deployed in the furtherance of the missions of the individual non-profit organizations in the consortium.

To empower non-profits and public entities with solutions to reduce the cost, carbon, and complexity of energy. By leveraging the consortium, and through our expertise and advocacy, we enable our members to focus on their own important missions and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,778,504$6,835,109▼ $943,395
Cash and Non-Interest-Bearing Accounts$651,916$464,617▼ $187,299
Accounts Receivable$138,416$141,708▲ $3,292
Prepaid Expenses and Deferred Charges$19,480$48,988▲ $29,508
Savings and Temporary Cash Investments$29,617$29,647▲ $30
Land, Buildings, and Equipment, Net$27,089$17,842▼ $9,247
Total Assets$8,674,578$7,567,467▼ $1,107,111
Other Assets Total$29,556$29,556→ $0
Liabilities
Accounts Payable and Accrued Expenses$363,096$461,560▲ $98,464
Deferred Revenue$420,545$336,833▼ $83,712
Total Liabilities$783,641$798,393▲ $14,752
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,890,937$6,769,074▼ $1,121,863
Total Net Assets Fund Balance$7,890,937$6,769,074▼ $1,121,863
Total Liabilities and Net Assets / Fund Balance$8,674,578$7,567,467▼ $1,107,111

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,842$156,754$174,596
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather TaklePresident and CEOFT$270,768$110,634$381,402
Margaret LusardiExecutive Vice PresidentFT$208,477$65,424$273,901
Liam SullivanVice President of MarketingFT$145,899$51,732$197,631
Kristen a PatneaudeDirector of InnovationFT$118,875$47,738$166,613
Rita a Moran GreimanBusiness Development ManagerFT$133,040$29,196$162,236
Patricia RushSenior Program ManagerFT$103,525$40,815$144,340

Board Members and Trustees

NameTitle
Janet Gail BesserChair
John CochraneVice Chair & Treasurer
Barbara Kates-garnickTrustee
Frederick KleinTrustee
Greg KingTrustee
Laura BartschTrustee
Macky McclearyTrustee
Patricia BegrowiczTrustee
Thomas E RogersTrustee
Tina BennettTrustee
Moumita PurkayasthaTrustee (until 11/21)
Robert Ruddock EsqSecretary & Clerk

Highest Paid Contractors

ContractorServicesLocationCompensation
Howell Energy Consulting LLCEnergy Consultant494 FERN STREET, West Hartford, CT 06107$131,804
Revenue and Support

Revenue Composition

Contributions and Grants
$7,500
Program Service Revenue
$2,643,748
Investment Income
$240,141
Other Revenue
$0
All Other Contributions
$7,500
Change in Net Assets
$5,794

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,835,539
Revenue Not Reported on Financial Statements
$55,850
Revenue Not Reported on Form 990
$-1,127,657
Total Revenue per Audited Statements
$1,707,882
Total Revenue per Form 990
$2,891,389
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,035,600
Other Expenses$849,995
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$886,433$82,740-$969,173
Current Officers, Directors, Trustees, and Key Employees$631,360$70,152-$701,512
Fees for Services Management$238,411$48,238-$286,649
Other Employee Benefits$151,566$14,757-$166,323
Payroll Taxes$99,649$9,977-$109,626
Fees for Services Legal$72,459$17,346-$89,805
Pension Plan Contributions$81,342$7,624-$88,966
Fees for Services Accounting-$88,705-$88,705
Occupancy$78,468$8,719-$87,187
Other Expenses$52,945$4,681-$57,626
Fees for Service Investment Mgmnt Fees-$55,850-$55,850
Information Technology$45,480$3,242-$48,722
Advertising$47,608--$47,608
Fees for Services Lobbying$30,110--$30,110
Insurance$2,549$22,943-$25,492
Depreciation Depletion$11,634$1,293-$12,927
Office Expenses$11,168$1,241-$12,409
Travel$6,905--$6,905
Total Functional Expenses$2,448,087$437,508$0$2,885,595

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,885,595
Expenses per Audited Statements$2,829,745
Total Expenses per Audited Statements$2,829,745
Expenses Not Reported on Financial Statements$55,850
Expenses Not Reported on Form 990$0
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
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“The by-laws were amended in january 2022 to allow trustees to elect president or executive vice president, or both for a one-year term as an ex-officio voting trustee, provided the person to be elected is a woman and her election is required to ensure the board has a majority of women trustees.”

Form 990, Part VI, Section B, Line 11B

“Form 990, part vi, line 11 - form 990 review process - the form 990 is reviewed and approved by the audit committee and is distributed to the board prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policy - trustees, officers and employees are required to complete and return an annual conflict disclosure questionnaire distributed by poweroptions and maintained in the organization's records.”

Form 990, Part VI, Section B, Line 15

“Executive compensation - the compensation committee of the board has the responsibility for reviewing and making recommendations to the board for the compensation of officers of the organization. Compensation is reviewed periodically. A salary survey is conducted by an independent third-party firm that uses a proprietary job evaluation model”

Form 990, Part VI, Section C, Line 19

“Public availability of organization documents - all documents are available upon request within the timeframes as required.”

Filing and Contact Details

Filer

Filer Name
Poweroptions Inc
EIN
22-3041893
Phone
6177378480
Address
129 SOUTH STREET 6TH FLOOR, BOSTON, MA 02111

Signing Officer

Name
Margaret Lusardi
Title
Executive Vice-president
Phone
6177378480
Signed
2022-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Lusardi
Formed
1989
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
13
Volunteers
10

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
David Kelleher CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Poweroptions accounts for uncertainty in income taxes in accordance with asc topic, income taxes. This standard clarifies the accounting for uncertainty in tax positions and prescribes a recognition threshold and measurement attribute for the financial statements regarding a tax position taken or expected to be taken in a tax return. Poweroptions has determined that there are no uncertain tax positions which qualify for either recognition or disclosure in the financial statements at june 30, 2022. Poweroptions' information returns are subject to examination by the federal and state jurisdictions.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5160958
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6131667
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7144491
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8103525
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE (UNTIL 11/21)
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT OF MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR OF INNOVATION
IRS990/Form990PartVIISectionAGrp/TitleTxt7BUSINESS DEVELOPMENT MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt8SENIOR PROGRAM MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE CHAIR & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY & CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0111268
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02858343
IRS990/GrossReceiptsAmt05638464
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03242
IRS990/InformationTechnologyGrp/ProgramServicesAmt045480
IRS990/InformationTechnologyGrp/TotalAmt048722
IRS990/InsuranceGrp/ManagementAndGeneralAmt022943
IRS990/InsuranceGrp/ProgramServicesAmt02549
IRS990/InsuranceGrp/TotalAmt025492
IRS990/InvestmentIncomeGrp/ExclusionAmt0128873
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0128873
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07778504
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06835109
IRS990/IRPDocumentCnt022
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0156754
IRS990/LandBldgEquipBasisNetGrp/BOYAmt027089
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017842
IRS990/LandBldgEquipCostOrOtherBssAmt0174596
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02747075
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF POWEROPTIONS IS TO EMPOWER NON-PROFITS AND PUBLIC ENTITIES WITH SOLUTIONS TO REDUCE THE COST, CARBON, AND COMPLEXITY OF ENERGY. IT LEVERAGES ITS LARGE NON-PROFIT MEMBERSHIP TO SECURE FAVORABLE PRICING TERMS AND CONDITIONS FOR ENERGY AND ENERGY RELATED SERVICES IN THE COMPETITIVE MARKET. IN DOING SO, POWEROPTIONS HELPS ITS MEMBERS SAVE MONEY THAT CAN BE DEPLOYED IN THE FURTHERANCE OF THE MISSIONS OF THE INDIVIDUAL NON-PROFIT ORGANIZATIONS IN THE CONSORTIUM.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07890937
IRS990/NetAssetsOrFundBalancesEOYAmt06769074
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0111268
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0111268
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1127657
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07890937
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06769074
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt08719
IRS990/OccupancyGrp/ProgramServicesAmt078468
IRS990/OccupancyGrp/TotalAmt087187
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01241
IRS990/OfficeExpensesGrp/ProgramServicesAmt011168
IRS990/OfficeExpensesGrp/TotalAmt012409
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt029556
IRS990/OtherAssetsTotalGrp/EOYAmt029556
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014757
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0151566
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0166323
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04681
IRS990/OtherExpensesGrp/ProgramServicesAmt052945
IRS990/OtherExpensesGrp/TotalAmt057626
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt082740
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0886433
IRS990/OtherSalariesAndWagesGrp/TotalAmt0969173
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09977
IRS990/PayrollTaxesGrp/ProgramServicesAmt099649
IRS990/PayrollTaxesGrp/TotalAmt0109626
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07624
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt081342
IRS990/PensionPlanContributionsGrp/TotalAmt088966
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019480
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt048988
IRS990/PrincipalOfficerNm0MARGARET LUSARDI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0221000
IRS990/ProgramServiceRevenueGrp/BusinessCd1211110
IRS990/ProgramServiceRevenueGrp/Desc0ENERGY SUPPLIER CONTRACT FEES
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM PARTICIPATION FEE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02392452
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1251296
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02392452
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1251296
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0541784
IRS990/PYOtherExpensesAmt0878634
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02806061
IRS990/PYRevenuesLessExpensesAmt0715093
IRS990/PYSalariesCompEmpBnftPaidAmt01754118
IRS990/PYTotalExpensesAmt02632752
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03347845
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt05794
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02643748
IRS990/SavingsAndTempCashInvstGrp/BOYAmt029617
IRS990/SavingsAndTempCashInvstGrp/EOYAmt029647
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt017842
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0156754
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0174596
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt055850
IRS990ScheduleD/ExpensesSubtotalAmt02829745
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt055850
IRS990ScheduleD/InvestmentExpensesNotIncldAmt055850
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1127657
IRS990ScheduleD/RevenueNotReportedAmt0-1127657
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt055850
IRS990ScheduleD/RevenueSubtotalAmt02835539
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0POWEROPTIONS ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. POWEROPTIONS HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2022. POWEROPTIONS' INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017842
IRS990ScheduleD/TotalExpensesPerForm990Amt02885595
IRS990ScheduleD/TotalRevenuePerForm990Amt02891389
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01707882
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02829745
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,567,467
Liabilities
$798,393
Net assets
$6,769,074
Revenue
$2,891,389
Expenses
$2,885,595
Net income
$5,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.1$2.15$8.93$6.46$6.30$0.16
2024Detailed filing. Detailed filing data is available for this year.$9.76$1.34$8.42$5.16$4.75$0.41
2023Detailed filing. Detailed filing data is available for this year.$8.29$0.98$7.31$3.79$3.67$0.11
2022Detailed filing. Detailed filing data is available for this year.$7.57$0.80$6.77$2.89$2.89$0.01
2021Detailed filing. Detailed filing data is available for this year.$8.67$0.78$7.89$3.35$2.63$0.72
2020Detailed filing. Detailed filing data is available for this year.$7.13$0.80$6.33$3.11$3.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$6.99$0.92$6.07$3.36$3.19$0.17
2018Detailed filing. Detailed filing data is available for this year.$6.73$1.00$5.73$3.38$3.51$0.13
2017Detailed filing. Detailed filing data is available for this year.$6.33$0.64$5.68$3.92$2.88$1.04
2016Summary only. Only limited summary data is available for this year.$4.91$0.58$4.33$3.16$2.41$0.75
2015Detailed filing. Detailed filing data is available for this year.$3.94$0.51$3.42$3.14$1.94$1.20
2014Detailed filing. Detailed filing data is available for this year.$2.67$0.42$2.25$2.11$1.98$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$0.37$2.12$1.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.40$1.79$1.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.34$1.65$1.48