Civic Intelligence

Energy Assistance Foundation

990 • Fiscal year 2016 • EIN 36-3216406

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 11, 2017

PO Box 1758Decatur, IL 62525

(217) 424-6424

Siviq Scores

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

Liabilities / Assets

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

29th percentile

0.03x

Higher debt load relative to revenue than 29% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

35th percentile

-2.3%

Higher net margin than 35% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

56th percentile

$74,424

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

39th percentile

-1.2%

Faster asset growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

48th percentile

2.0%

Faster revenue growth than 48% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,010,449

Down $25,360 (-1.2%) from 2015

Net Assets

Down

$1,974,649

Down $27,120 (-1.4%) from 2015

Liabilities

Up

$35,800

Up $1,760 (+5.2%) from 2015

Revenue

Up

$1,179,837

Up $23,475 (+2.0%) from 2015

Expenses

Up

$1,206,957

Up $126,494 (+12%) from 2015

Net Income

Down

-$27,120

Down $103,019 (-136%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $781,925Liabilities 2010: $1,554Net Assets 2010: $780,3712010Assets 2011: $1,472,958Liabilities 2011: $40,611Net Assets 2011: $1,432,3472011Assets 2012: $1,800,269Liabilities 2012: $76,655Net Assets 2012: $1,723,6142012Assets 2013: $1,999,659Liabilities 2013: $20,124Net Assets 2013: $1,979,5352013Assets 2014: $1,954,377Liabilities 2014: $28,507Net Assets 2014: $1,925,8702014Assets 2015: $2,035,809Liabilities 2015: $34,040Net Assets 2015: $2,001,7692015Assets 2016: $2,010,449Liabilities 2016: $35,800Net Assets 2016: $1,974,6492016Assets 2017: $1,991,574Liabilities 2017: $32,034Net Assets 2017: $1,959,5402017Assets 2018: $2,012,873Liabilities 2018: $33,124Net Assets 2018: $1,979,7492018Assets 2019: $1,983,071Liabilities 2019: $31,751Net Assets 2019: $1,951,3202019Assets 2020: $2,318,863Liabilities 2020: $42,409Net Assets 2020: $2,276,4542020Assets 2021: $2,534,598Liabilities 2021: $38,234Net Assets 2021: $2,496,3642021Assets 2022: $2,557,691Liabilities 2022: $53,176Net Assets 2022: $2,504,5152022Assets 2023: $2,113,505Liabilities 2023: $77,987Net Assets 2023: $2,035,5182023Assets 2024: $1,824,563Liabilities 2024: $56,275Net Assets 2024: $1,768,2882024

Highlighted filing

2016

Assets$2,010,449
Liabilities$35,800
Net Assets$1,974,649

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,307,7672010Expenses 2011: $928,4822011Expenses 2012: $1,405,6702012Revenue 2013: $1,736,696Expenses 2013: $1,480,775Net Income 2013: $255,9212013Revenue 2014: $1,160,150Expenses 2014: $1,213,815Net Income 2014: -$53,6652014Revenue 2015: $1,156,362Expenses 2015: $1,080,463Net Income 2015: $75,8992015Revenue 2016: $1,179,837Expenses 2016: $1,206,957Net Income 2016: -$27,1202016Revenue 2017: $1,141,595Expenses 2017: $1,156,704Net Income 2017: -$15,1092017Revenue 2018: $1,155,074Expenses 2018: $1,134,865Net Income 2018: $20,2092018Revenue 2019: $770,897Expenses 2019: $692,012Net Income 2019: $78,8852019Revenue 2020: $764,242Expenses 2020: $547,950Net Income 2020: $216,2922020Revenue 2021: $752,015Expenses 2021: $582,770Net Income 2021: $169,2452021Revenue 2022: $1,048,666Expenses 2022: $950,984Net Income 2022: $97,6822022Revenue 2023: $782,032Expenses 2023: $1,236,274Net Income 2023: -$454,2422023Revenue 2024: $869,679Expenses 2024: $1,083,680Net Income 2024: -$214,0012024

Highlighted filing

2016

Revenue$1,179,837
Expenses$1,206,957
Net Income-$27,120
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 11, 2017
Return Version
2016v3.0
Gross Receipts
$1,179,837
Mission and Program Overview

Mission

Provide year-round bill payment assistance and home weatherization

To provide year-round bill payment assistance and home weatherization

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,983,529$1,966,379▼ $17,150
Pledges and Grants Receivable$46,998$39,524▼ $7,474
Land, Buildings, and Equipment, Net$3,610$2,756▼ $854
Other Notes and Loans Receivable, Net$1,672$1,790▲ $118
Total Assets$2,035,809$2,010,449▼ $25,360
Liabilities
Grants Payable$32,513$34,030▲ $1,517
Accounts Payable and Accrued Expenses$1,527$1,770▲ $243
Total Liabilities$34,040$35,800▲ $1,760
Net Assets / Fund Balance
Unrestricted Net Assets$2,001,769$1,974,649▼ $27,120
Total Net Assets Fund Balance$2,001,769$1,974,649▼ $27,120
Total Liabilities and Net Assets / Fund Balance$2,035,809$2,010,449▼ $25,360

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,756$1,969$4,725
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan SamsExec. DirectFT$72,984$1,440$74,424

Board Members and Trustees

NameTitle
Carol BrandtPresident
Ron PateDirector
Mike MowenSecr/treasur
Dave CarrVice Pres.
Larry AltenbaumerVice Pres.
Revenue and Support

Revenue Composition

Contributions and Grants
$1,174,076
Program Service Revenue
$0
Investment Income
$5,761
Other Revenue
$0
All Other Contributions
$1,174,076
Change in Net Assets
$-27,120

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$350,000
Total Noncash Contributions1$350,000

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,179,837
Total Revenue per Audited Statements
$1,179,837
Total Revenue per Form 990
$1,179,837
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,103,705
Salaries, Compensation, and Employee Benefits$83,298
Other Expenses$19,954
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,083,705--$1,083,705
Current Officers, Directors, Trustees, and Key Employees-$72,984-$72,984
Grants to Domestic Orgs$20,000--$20,000
Fees for Services Accounting-$7,398-$7,398
Payroll Taxes-$5,876-$5,876
Other Expenses-$5,447-$5,447
Other Employee Benefits-$4,438-$4,438
Insurance-$3,041-$3,041
Office Expenses-$2,244-$2,244
Travel-$970-$970
Depreciation Depletion-$854-$854
Total Functional Expenses$1,103,705$103,252$0$1,206,957

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,206,957
Total Expenses per Audited Statements$1,206,957
Total Expenses per Form 990$1,206,957
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rebuilding Together Sw IllinoisMadison, IL501c3Home Weatherization$10,000
United Way Eastern Lasalle CountyOttawa, IL501c3Home Weatherization$8,000
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
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

Form 990 is reviewed by executive director prior to filing.

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

Salary is reviewed annually during an executive session of the board.

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

Salary is reviewed annually during an executive session of the board.

Form 990, Page 6, Part VI, Line 19

Documents available upon request

Filing and Contact Details

Filer

Filer Name
Energy Assistance Foundation
EIN
36-3216406
Phone
2174246424
Address
PO BOX 1758, DECATUR, IL 62525

Signing Officer

Name
Susan Sams
Title
Exec. Direct
Phone
2174246424
Signed
2017-04-11

Organization Details

Principal Officer
Susan Sams
Formed
1982
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
1
Volunteers
50

Preparer

Firm
May Cocagne & King Pc
Address
1353 E MOUND RD SUITE 300, DECATUR, IL 62526
Preparer
Cathy J Mansur
Phone
2178752655
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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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IRS990ScheduleD/EquipmentGrp/DepreciationAmt01969
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04725
IRS990ScheduleD/ExpensesSubtotalAmt01206957
IRS990ScheduleD/RevenueSubtotalAmt01179837
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02756
IRS990ScheduleD/TotalExpensesPerForm990Amt01206957
IRS990ScheduleD/TotalRevenuePerForm990Amt01179837
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01179837
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01206957
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0733705
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0NON-RESIDENTIAL HARDSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1WARM NEIGHBORS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt0350000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0BILLING CREDITS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0545
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt12491
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt08000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HOME WEATHERIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1HOME WEATHERIZATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNITED WAY EASTERN LASALLE COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1REBUILDING TOGETHER SW ILLINOIS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0OTTAWA LABOR OF LOVE
IRS990ScheduleI/RecipientTable/RecipientEIN0362221411
IRS990ScheduleI/RecipientTable/RecipientEIN1371311197
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0601 STATE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11101 GREENWOOD ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OTTAWA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MADISON
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd162060
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IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0350000
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY EXECUTIVE DIRECTOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SALARY IS REVIEWED ANNUALLY DURING AN EXECUTIVE SESSION OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARY IS REVIEWED ANNUALLY DURING AN EXECUTIVE SESSION OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt02010449
IRS990/TotalAssetsGrp/BOYAmt02035809
IRS990/TotalAssetsGrp/EOYAmt02010449
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01174076
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0103252
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01103705
IRS990/TotalFunctionalExpensesGrp/TotalAmt01206957
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt034040
IRS990/TotalLiabilitiesEOYAmt035800
IRS990/TotalLiabilitiesGrp/BOYAmt034040
IRS990/TotalLiabilitiesGrp/EOYAmt035800
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02001769
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01974649
IRS990/TotalOtherCompensationAmt01440
IRS990/TotalProgramServiceExpensesAmt01103705
IRS990/TotalReportableCompFromOrgAmt072984
IRS990/TotalRevenueGrp/ExclusionAmt05761
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01179837
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02035809
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02010449
IRS990/TravelGrp/ManagementAndGeneralAmt0970
IRS990/TravelGrp/TotalAmt0970
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02001769
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01974649
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WARMNEIGHBORSCOOLFRIENDS.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN SAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC. DIRECT
ReturnHeader/BusinessOfficerGrp/PhoneNum02174246424
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ENERGY ASSISTANCE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ENER
ReturnHeader/Filer/EIN0363216406
ReturnHeader/Filer/PhoneNum02174246424
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1758
ReturnHeader/Filer/USAddress/CityNm0DECATUR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062525
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05DD958866F91A3D911EAEA9DE96C611663C6160A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05051FD80355C48ED9563699B8A1B662EC18F4E3E
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371074029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAY COCAGNE & KING PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01353 E MOUND RD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DECATUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062526
ReturnHeader/PreparerPersonGrp/PhoneNum02178752655
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHY J MANSUR
ReturnHeader/ReturnTs02017-04-11T22:13:42+00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.82$0.06$1.77$0.87$1.08$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.11$0.08$2.04$0.78$1.24$0.45
2022Detailed filing. Detailed filing data is available for this year.$2.56$0.05$2.50$1.05$0.95$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.53$0.04$2.50$0.75$0.58$0.17
2020Detailed filing. Detailed filing data is available for this year.$2.32$0.04$2.28$0.76$0.55$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.98$0.03$1.95$0.77$0.69$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.01$0.03$1.98$1.16$1.13$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.99$0.03$1.96$1.14$1.16$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.01$0.04$1.97$1.18$1.21$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.04$0.03$2.00$1.16$1.08$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.95$0.03$1.93$1.16$1.21$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.00$0.02$1.98$1.74$1.48$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.08$1.72$1.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.04$1.43$0.93
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$1.31