Civic Intelligence

Poweroptions Inc

990 • Fiscal year 2024 • EIN 22-3041893

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 31, 2024

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

52nd percentile

0.14x

Higher debt load relative to assets than 52% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.26x

Higher debt load relative to revenue than 61% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

58th percentile

8.0%

Higher net margin than 58% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$431,141

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

77th percentile

18%

Faster asset growth than 77% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

36%

Faster revenue growth than 78% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$9,756,577

Up $1,465,801 (+18%) from 2023

Net Assets

Up

$8,419,760

Up $1,108,919 (+15%) from 2023

Liabilities

Up

$1,336,817

Up $356,882 (+36%) from 2023

Revenue

Up

$5,160,023

Up $1,370,519 (+36%) from 2023

Expenses

Up

$4,746,997

Up $1,072,224 (+29%) from 2023

Net Income

Up

$413,026

Up $298,295 (+260%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$9,756,577
Liabilities$1,336,817
Net Assets$8,419,760

Operations Trend

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

2024

Revenue$5,160,023
Expenses$4,746,997
Net Income$413,026
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 31, 2024
Return Version
2023v5.1
Gross Receipts
$6,011,892
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$7,276,442$8,307,614▲ $1,031,172
Cash and Non-Interest-Bearing Accounts$612,137$560,450▼ $51,687
Accounts Receivable$211,974$522,149▲ $310,175
Prepaid Expenses and Deferred Charges$45,977$57,647▲ $11,670
Savings and Temporary Cash Investments$29,676$29,706▲ $30
Land, Buildings, and Equipment, Net$18,488$13,433▼ $5,055
Total Assets$8,290,776$9,756,577▲ $1,465,801
Other Assets Total$96,082$265,578▲ $169,496
Liabilities
Accounts Payable and Accrued Expenses$502,605$793,205▲ $290,600
Deferred Revenue$402,845$307,590▼ $95,255
Other Liabilities$74,485$236,022▲ $161,537
Total Liabilities$979,935$1,336,817▲ $356,882
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,310,841$8,419,760▲ $1,108,919
Total Net Assets Fund Balance$7,310,841$8,419,760▲ $1,108,919
Total Liabilities and Net Assets / Fund Balance$8,290,776$9,756,577▲ $1,465,801

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,433$177,631$191,064
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather TaklePresident and CEOFT$316,354$114,787$431,141
Margaret LusardiExecutive Vice PresidentFT$222,440$64,283$286,723
Liam SullivanVice President of MarketingFT$156,588$45,485$202,073
Rita a Moran GreinmanBusiness Development ManagerFT$138,816$28,118$166,934
Erin CampEsa Program ManagerFT$117,280$46,637$163,917
Walter GrayProgram ManagerFT$125,126$32,132$157,258
Patricia RushSenior Program ManagerFT$112,642$43,466$156,108

Board Members and Trustees

NameTitle
Janet Gail BesserChair
Laura BartschVice Chair
Kristen StelljesSenior Vice President (as of 6/18/24)
Barbara Kates-garnickTrustee
Dana RancourtTrustee
Greg KingTrustee
Patricia BegrowiczTrustee
Thomas E RogersTrustee
Tina BennettTrustee
Arah SchuurTrustee (as of 6/10/24)
David BoganTrustee (as of 6/10/24)
Robert Ruddock EsqSecretary & Clerk

Highest Paid Contractors

ContractorServicesLocationCompensation
Howell Energy Consulting LLCEnergy Consultant494 FERN STREET, West Hartford, CT 06107$140,520
Revenue and Support

Revenue Composition

Contributions and Grants
$223,500
Program Service Revenue
$4,546,361
Investment Income
$390,162
Other Revenue
$0
Change in Net Assets
$413,026

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,105,169
Revenue Not Reported on Financial Statements
$54,854
Revenue Not Reported on Form 990
$695,893
Total Revenue per Audited Statements
$5,801,062
Total Revenue per Form 990
$5,160,023
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,211,798
Other Expenses$1,316,199
Grants and Similar Amounts Paid$219,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,193,824$691,014-$1,884,838
Current Officers, Directors, Trustees, and Key Employees$694,801$77,201-$772,002
Fees for Services Other$243,180$170,211-$413,391
Other Expenses$171,161$57,861-$229,022
Grants to Domestic Orgs$219,000--$219,000
Other Employee Benefits$133,649$69,152-$202,801
Payroll Taxes$138,120$61,979-$200,099
Pension Plan Contributions$93,690$58,368-$152,058
Fees for Services Legal$86,307$38,885-$125,192
Information Technology$55,244$59,806-$115,050
Fees for Services Accounting-$106,518-$106,518
Advertising$78,374$2,556-$80,930
Occupancy$72,789$8,088-$80,877
Fees for Service Investment Mgmnt Fees-$54,854-$54,854
Fees for Services Lobbying-$30,601-$30,601
Travel$13,576$13,013-$26,589
Insurance-$24,728-$24,728
Office Expenses-$16,740-$16,740
Depreciation Depletion-$11,707-$11,707
Total Functional Expenses$3,193,715$1,553,282$0$4,746,997

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,746,997
Expenses per Audited Statements$4,692,143
Total Expenses per Audited Statements$4,692,143
Expenses Not Reported on Financial Statements$54,854
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Town of Arlington MassachusettsArlington, MA-Funding for En Electric School Bus Demonstration Project.$174,000
Adl VenturesBoston, MA-Research and Development of a Feasible Business Model for a Locally-owned Renewable Energy Co-op Serving Public and Nonprofit Energy Buyers.$45,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Obligation$236,022
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
No
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 B, Line 11B

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 3rd party compensation survey data, form 990 reviews of comparable organizations, as well as proprietary third party job evaluation models.

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
Heather Takle
Title
President and CEO
Phone
6177378480
Signed
2024-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Takle
Formed
1989
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
21
Volunteers
12

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, 2024. Poweroptions' information returns are subject to examination by the federal and state jurisdictions.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1255718
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3152025
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4129306
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5136764
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6122830
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT OF MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt3BUSINESS DEVELOPMENT MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt4ESA PROGRAM MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PROGRAM MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SENIOR PROGRAM MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt7SENIOR VICE PRESIDENT (AS OF 6/18/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY & CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE (AS OF 6/10/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE (AS OF 6/10/24)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0227053
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt0223500
IRS990/GrantAmt0219000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0219000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0219000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01078922
IRS990/GrossReceiptsAmt06011892
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt059806
IRS990/InformationTechnologyGrp/ProgramServicesAmt055244
IRS990/InformationTechnologyGrp/TotalAmt0115050
IRS990/InsuranceGrp/ManagementAndGeneralAmt024728
IRS990/InsuranceGrp/TotalAmt024728
IRS990/InvestmentIncomeGrp/ExclusionAmt0163109
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0163109
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07276442
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08307614
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0177631
IRS990/LandBldgEquipBasisNetGrp/BOYAmt018488
IRS990/LandBldgEquipBasisNetGrp/EOYAmt013433
IRS990/LandBldgEquipCostOrOtherBssAmt0191064
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0851869
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 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07310841
IRS990/NetAssetsOrFundBalancesEOYAmt08419760
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0227053
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0227053
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0695893
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07310841
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08419760
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt08088
IRS990/OccupancyGrp/ProgramServicesAmt072789
IRS990/OccupancyGrp/TotalAmt080877
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016740
IRS990/OfficeExpensesGrp/TotalAmt016740
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt096082
IRS990/OtherAssetsTotalGrp/EOYAmt0265578
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt069152
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0133649
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0202801
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt057861
IRS990/OtherExpensesGrp/ProgramServicesAmt0171161
IRS990/OtherExpensesGrp/TotalAmt0229022
IRS990/OtherLiabilitiesGrp/BOYAmt074485
IRS990/OtherLiabilitiesGrp/EOYAmt0236022
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0691014
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01193824
IRS990/OtherSalariesAndWagesGrp/TotalAmt01884838
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt061979
IRS990/PayrollTaxesGrp/ProgramServicesAmt0138120
IRS990/PayrollTaxesGrp/TotalAmt0200099
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt058368
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt093690
IRS990/PensionPlanContributionsGrp/TotalAmt0152058
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt045977
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt057647
IRS990/PrincipalOfficerNm0HEATHER TAKLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0221000
IRS990/ProgramServiceRevenueGrp/BusinessCd1211100
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM PARTICIPATION FEE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04281979
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1264382
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04281979
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1264382
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0265137
IRS990/PYOtherExpensesAmt01248526
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03524367
IRS990/PYRevenuesLessExpensesAmt0114731
IRS990/PYSalariesCompEmpBnftPaidAmt02426247
IRS990/PYTotalExpensesAmt03674773
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03789504
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0413026
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04546361
IRS990/SavingsAndTempCashInvstGrp/BOYAmt029676
IRS990/SavingsAndTempCashInvstGrp/EOYAmt029706
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/BookValueAmt013433
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0177631
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0191064
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt054854
IRS990ScheduleD/ExpensesSubtotalAmt04692143
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt054854
IRS990ScheduleD/InvestmentExpensesNotIncldAmt054854
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0695893
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0236022
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE OBLIGATION
IRS990ScheduleD/RevenueNotReportedAmt0695893
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt054854
IRS990ScheduleD/RevenueSubtotalAmt05105169
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, 2024. POWEROPTIONS' INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013433
IRS990ScheduleD/TotalExpensesPerForm990Amt04746997
IRS990ScheduleD/TotalLiabilityAmt0236022
IRS990ScheduleD/TotalRevenuePerForm990Amt05160023

Document Assets

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Filings

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