Civic Intelligence

Local Energy Aggregation Network

990EZ • Fiscal year 2023 • EIN 27-5198674

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

11260 Donner Pass Road C1 Pmb 336Truckee, CA 96161

(415) 888-8007

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.82x

Higher debt load relative to assets than 93% of similar nonprofits.

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

Liabilities / Revenue

92nd percentile

0.47x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

30th percentile

-7.9%

Higher net margin than 30% of similar nonprofits.

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

Top Officer Pay

90th percentile

$41,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 27.2% of source-year revenue.

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

Asset Growth

30th percentile

-12%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

60th percentile

14%

Faster revenue growth than 60% of similar nonprofits.

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

Assets

Down

$87,103

Down $11,941 (-12%) from 2022

Net Assets

Down

$15,724

Down $11,936 (-43%) from 2022

Liabilities

Down

$71,379

Down $5 (-0.0%) from 2022

Revenue

Up

$150,906

Up $17,977 (+14%) from 2022

Expenses

Down

$162,846

Down $14,055 (-7.9%) from 2022

Net Income

Up

-$11,940

Up $32,032 (+73%) from 2022

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 2023: $87,103Liabilities 2023: $71,379Net Assets 2023: $15,7242023Assets 2024: $0Liabilities 2024: $54,169Net Assets 2024: -$54,1692024

Highlighted filing

2023

Assets$87,103
Liabilities$71,379
Net Assets$15,724

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 2023: $150,906Expenses 2023: $162,846Net Income 2023: -$11,9402023Revenue 2024: $218,123Expenses 2024: $259,514Net Income 2024: -$41,3912024

Highlighted filing

2023

Revenue$150,906
Expenses$162,846
Net Income-$11,940
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Gross Receipts
$150,906
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
EDUCATING GOVERNMENTS AND CITIZENS ABOUT, AND FOSTERING, CONSUMER ENERGY CHOICE AND AFFORDABLE ELECTRICITY RATES, RAPID EXPANSION OF RENEWABLE POWER AND ENERGY EFFICIENCY, AGGRESSIVE REDUCTION OF CARBON EMISSIONS, LOCAL CONTROL OF ENERGY RESOURCES, THE REGIONAL BENEFITS THAT CAN BE REALIZED THROUGH EXPANDED COMMUNITY CHOICE AGGREGATION - SUCH AS JOBS CREATION AND ECONOMIC OPPORTUNITY; AND REPRESENTING THE INTERESTS OF CONSUMERS IN ADMINISTRATIVE AND JUDICIAL PROCEEDINGS CONCERNING PUBLIC UTILITIES MATTERS.-$162,846
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALISON ELLIOTTExecutive Di-$41,000-$41,000
JOHN KELLYChairman-$0--
JEFF SHIELDSTreasurer-$0--
MIKE GORDONDirector-$0--
SHAWN MARSHALLDirector-$0--
PAUL GROMERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Local Energy Aggregation Network
EIN
27-5198674
Phone
4158888007
Address
11260 DONNER PASS ROAD C1 PMB 336, TRUCKEE, CA 96161

Signing Officer

Name
Alison Elliott
Title
Executive Director
Phone
4158888007
Signed
2024-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Jannisse & Hull Cpas
Address
7599 REDWOOD BLVD SUITE 210, NOVATO, CA 94945
Preparer
Tamara S Hull
Phone
4158985300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office supplies & online svcs 1,787 insurance expenses 4,202 telecom/video/web 3,266 database/constant contact 1,330 business expenses 6,130 staff development & confs 631 client expenses 48 taxes 125 bank and credit card fees 64 total 17,583

Form 990-ez, Part II, Line 24

Accounts receivable 79,801 79,801 prepaid expenses and deferred charges 3,227 2,284 total 83,028 82,085

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 25,080 25,079 ppp loan 46,300 46,300

Form 990-ez, Part III

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

Form 990-ez, Part III, Line 28

Educating governments and citizens about, and fostering, consumer energy choice and affordable electricity rates, rapid expansion of renewable power and energy efficiency, aggressive reduction of carbon emissions, local control of energy resources, the regional benefits that can be realized through expanded community choice aggregation - such as jobs creation and economic opportunity; and representing the interests of consumers in administrative and judicial proceedings concerning public utilities matters.

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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/ExplanationTxt1ACCOUNTS RECEIVABLE 79,801 79,801 PREPAID EXPENSES AND DEFERRED CHARGES 3,227 2,284 TOTAL 83,028 82,085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 25,080 25,079 PPP LOAN 46,300 46,300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO ACCELERATE THE EXPANSION AND COMPETITIVE SUCCESS OF CLEAN ENERGY CCAS NATIONWIDE
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04158888007
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ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings