Civic Intelligence

Local Energy Aggregation Network

990 • Fiscal year 2013 • EIN 27-5198674

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

PO Box 96194941

(415) 786-9118

Siviq Scores

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

Liabilities / Assets

89th percentile

0.55x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

58th percentile

6.6%

Higher net margin than 58% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

$74,628

No earlier filing loaded for comparison.

Net Assets

$33,468

No earlier filing loaded for comparison.

Liabilities

$41,160

No earlier filing loaded for comparison.

Revenue

$493,822

No earlier filing loaded for comparison.

Expenses

$461,267

No earlier filing loaded for comparison.

Net Income

$32,555

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50K-$100KAssets 2013: $74,628Liabilities 2013: $41,160Net Assets 2013: $33,4682013Assets 2015: $92,088Liabilities 2015: $21,622Net Assets 2015: $70,4662015Assets 2016: $94,639Liabilities 2016: $29,152Net Assets 2016: $65,4872016Assets 2018: $114,830Liabilities 2018: $25,691Net Assets 2018: $89,1392018Assets 2019: $93,797Liabilities 2019: $23,908Net Assets 2019: $69,8892019Assets 2020: $99,157Liabilities 2020: $68,237Net Assets 2020: $30,9202020Assets 2021: $63,133Liabilities 2021: $71,302Net Assets 2021: -$8,1692021Assets 2022: $99,044Liabilities 2022: $71,384Net Assets 2022: $27,6602022Assets 2024: $0Liabilities 2024: $54,169Net Assets 2024: -$54,1692024

Highlighted filing

2013

Assets$74,628
Liabilities$41,160
Net Assets$33,468

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2013: $493,822Expenses 2013: $461,267Net Income 2013: $32,5552013Revenue 2015: $288,354Expenses 2015: $273,440Net Income 2015: $14,9142015Revenue 2016: $431,094Expenses 2016: $436,073Net Income 2016: -$4,9792016Revenue 2018: $529,456Expenses 2018: $498,564Net Income 2018: $30,8922018Revenue 2019: $273,627Expenses 2019: $292,877Net Income 2019: -$19,2502019Revenue 2020: $239,752Expenses 2020: $278,721Net Income 2020: -$38,9692020Revenue 2021: $91,989Expenses 2021: $131,078Net Income 2021: -$39,0892021Revenue 2022: $132,929Expenses 2022: $176,901Net Income 2022: -$43,9722022Revenue 2024: $218,123Expenses 2024: $259,514Net Income 2024: -$41,3912024

Highlighted filing

2013

Revenue$493,822
Expenses$461,267
Net Income$32,555
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Gross Receipts
$493,822
Mission and Program Overview

Mission

To accelerate the expansion and competitive success of clean energy ccas nationwide

To accelerate the expansion and competitive success of clean energy ccas nationwide.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$913$72,028▲ $71,115
Rtn Earn Endowment Incm Other Fnds$913$33,468▲ $32,555
Accounts Receivable-$2,600-
Total Assets$913$74,628▲ $73,715
Liabilities
Accounts Payable and Accrued Expenses-$41,160-
Total Liabilities$0$41,160▲ $41,160
Net Assets / Fund Balance
Total Net Assets Fund Balance$913$33,468▲ $32,555
Total Liabilities and Net Assets / Fund Balance$913$74,628▲ $73,715
Compensation and Service Providers

Board Members and Trustees

NameTitle
John KellyChairman
Dan DouglassDirector
Maggie DowneyDirector
Terry GortonDirector
Jeff ShieldsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$336,239
Program Service Revenue
$157,583
Investment Income
$0
Other Revenue
$0
All Other Contributions
$336,239
Change in Net Assets
$32,555
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$461,267
Total Fundraising Expense$5,075
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$240,878$1,670$5,075$247,623
Conferences and Meetings$96,587--$96,587
Fees for Services Management$61,750--$61,750
Office Expenses$4,418$1,468-$5,886
Fees for Services Legal$4,087--$4,087
All Other Expenses$1,850$3-$1,853
Other Expenses$425$425-$850
Fees for Services Accounting$395$395-$790
Total Functional Expenses$447,519$8,673$5,075$461,267
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
Annual disclosure for covered persons
Yes
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, Page 6, Part VI, Line 11B

The 990 is provided to all board members before it is filed.

Form 990, Page 6, Part VI, Line 12C

The organization requires everyone to provide an oral report of any conflicts of interest at one of its regular board meetings.

Form 990, Page 6, Part VI, Line 15A

Compensation for key staff members is subject to review and approval by the board.

Form 990, Page 6, Part VI, Line 15B

Compensation for key staff members is subject to review and approval by the board.

Form 990, Page 6, Part VI, Line 18

We provide a copy of our form 1023 and/or our form 990 upon request. People can also view our form 990 on the guidestar.org website.

Form 990, Page 6, Part VI, Line 19

We provide a copy of our governing documents, conflict of interest policy and financial statements upon request.

Filing and Contact Details

Filer

EIN
27-5198674
Phone
4157869118

Signing Officer

Name
Shawn Marshall
Title
Executive Director
Phone
4157869118
Signed
2014-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shawn Marshall
Formed
2011
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Preparer
Tamara Hull
Phone
4154724225
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Subcontractors 19,000 0 0 intern 4,000 0 0 regulatory consultants 10,000 0 0 administrative staff 15,030 1,670 0 contract staff 110,500 0 0 fundraising/membership devel 45,674 0 5,075 communication and design serv 36,674 0 0

Raw XML Appendix316 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS PROVIDED TO ALL BOARD MEMBERS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REQUIRES EVERYONE TO PROVIDE AN ORAL REPORT OF ANY CONFLICTS OF INTEREST AT ONE OF ITS REGULAR BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION FOR KEY STAFF MEMBERS IS SUBJECT TO REVIEW AND APPROVAL BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION FOR KEY STAFF MEMBERS IS SUBJECT TO REVIEW AND APPROVAL BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WE PROVIDE A COPY OF OUR FORM 1023 AND/OR OUR FORM 990 UPON REQUEST. PEOPLE CAN ALSO VIEW OUR FORM 990 ON THE GUIDESTAR.ORG WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WE PROVIDE A COPY OF OUR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUBCONTRACTORS 19,000 0 0 INTERN 4,000 0 0 REGULATORY CONSULTANTS 10,000 0 0 ADMINISTRATIVE STAFF 15,030 1,670 0 CONTRACT STAFF 110,500 0 0 FUNDRAISING/MEMBERSHIP DEVEL 45,674 0 5,075 COMMUNICATION AND DESIGN SERV 36,674 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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ReturnHeader/BusinessOfficerGrp/PhoneNum04157869118
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10LOCAL ENERGY AGGREGATION NETWORK
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0275198674
ReturnHeader/Filer/PhoneNum04157869118
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 961
ReturnHeader/Filer/USAddress/City0MILL VALLEY
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094941
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HOLDEN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1068 MITCHELL BLVD STE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN RAFAEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0949032060
ReturnHeader/PreparerPersonGrp/PhoneNum04154724225
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMARA HULL
ReturnHeader/ReturnTs02014-08-15T17:15:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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