Civic Intelligence

Southeastern Electric Exchange Inc

990 • Fiscal year 2013 • EIN 58-0435110

Jul 01, 2012 to Jun 30, 2013 • Filed on Feb 17, 2014

Organization Profilewww.theexchange.org

View Organization Page

2970 Peachtree Road NWSuite 75030305-2116
Siviq Scores

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

Liabilities / Assets

46th percentile

0.16x

Higher debt load relative to assets than 46% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

84th percentile

22%

Faster asset growth than 84% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$2,322,755

Up $414,932 (+22%) from 2012

Net Assets

Up

$1,944,920

Up $229,480 (+13%) from 2012

Liabilities

Up

$377,835

Up $185,452 (+96%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,528,828

Up $144,661 (+10%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,787,486Liabilities 2011: $371,713Net Assets 2011: $1,415,7732011Assets 2012: $1,907,823Liabilities 2012: $192,383Net Assets 2012: $1,715,4402012Assets 2013: $2,322,755Liabilities 2013: $377,835Net Assets 2013: $1,944,9202013Assets 2014: $2,693,342Liabilities 2014: $565,484Net Assets 2014: $2,127,8582014Assets 2015: $2,936,582Liabilities 2015: $478,871Net Assets 2015: $2,457,7112015Assets 2016: $3,242,772Liabilities 2016: $622,114Net Assets 2016: $2,620,6582016Assets 2017: $3,231,442Liabilities 2017: $897,599Net Assets 2017: $2,333,8432017Assets 2018: $3,633,362Liabilities 2018: $642,215Net Assets 2018: $2,991,1472018Assets 2019: $3,907,436Liabilities 2019: $724,606Net Assets 2019: $3,182,8302019Assets 2020: $3,468,565Liabilities 2020: $825,989Net Assets 2020: $2,642,5762020Assets 2021: $3,324,890Liabilities 2021: $739,436Net Assets 2021: $2,585,4542021Assets 2022: $4,642,391Liabilities 2022: $939,511Net Assets 2022: $3,702,8802022Assets 2023: $5,683,419Liabilities 2023: $952,724Net Assets 2023: $4,730,6952023Assets 2024: $7,052,265Liabilities 2024: $1,003,984Net Assets 2024: $6,048,2812024

Highlighted filing

2013

Assets$2,322,755
Liabilities$377,835
Net Assets$1,944,920
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,690,095Expenses 2011: $1,431,732Net Income 2011: $258,3632011Revenue 2012: $1,684,183Expenses 2012: $1,384,167Net Income 2012: $300,0162012Expenses 2013: $1,528,8282013Revenue 2014: $1,882,292Expenses 2014: $1,799,148Net Income 2014: $83,1442014Revenue 2015: $2,011,453Expenses 2015: $1,698,433Net Income 2015: $313,0202015Revenue 2016: $2,036,520Expenses 2016: $1,886,089Net Income 2016: $150,4312016Revenue 2017: $1,991,670Expenses 2017: $2,383,525Net Income 2017: -$391,8552017Revenue 2018: $2,491,916Expenses 2018: $2,000,780Net Income 2018: $491,1362018Revenue 2019: $2,319,353Expenses 2019: $2,150,584Net Income 2019: $168,7692019Revenue 2020: $801,655Expenses 2020: $1,349,397Net Income 2020: -$547,7422020Revenue 2021: $1,089,000Expenses 2021: $1,190,093Net Income 2021: -$101,0932021Revenue 2022: $3,269,496Expenses 2022: $1,993,643Net Income 2022: $1,275,8532022Revenue 2023: $3,637,495Expenses 2023: $2,669,595Net Income 2023: $967,9002023Revenue 2024: $4,280,474Expenses 2024: $3,057,935Net Income 2024: $1,222,5392024

Highlighted filing

2013

Revenue-
Expenses$1,528,828
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Feb 17, 2014
Return Version
2012v2.3
Gross Receipts
$2,419,008
Mission and Program Overview

Mission

Southeastern electric exchange is a non-profit, non-political (non-lobbying) organization of investor-owned electric utility companies. The purpose of the organization is: to promote the common interest and growth of the investor-owned electric utility systems in the region; and to develop and enhance the human, operational and technical resources of member companies to the fullest. This purpose is accomplished through the activities of the association's working groups. In addition to their unique missions and objectives, these groups serve the membership by: facilitating the professional development and growth of individual members by providing new information and skills; developing leaders to represent the common interests of members on national-level organizations; providing a means to present consensus opinions to national standards-making organizations; developing and implementing appropriate research and survey activities; promoting continuous improvement in their fields; and by

Major Activities

Activity 2
The 29 working group meetings held during the year served 751 individuals from member companies and provided training and continuing education in the fields of safety and accident prevention; claims administration; integrated resource planning; joint use of facilities and plant; metering and distribution service devices; emergency mutual assistance; the National Electric Safety Code; underground distribution networks; overhead distribution; power quality & reliability; electric regulations; real estate & right-of-way management; substation maintenance & operations; fleet maintenance & management; transmission line operations; and, underground distribution.
Activity 3
Membership Dues are assessed annually by the board of directors. Affiliate members (service company members) pay the current base dues amount of $3,200. All other members (operating company members) pay base dues equal to $3,000 plus a proportionate amount of the remaining assessment.
Filing and Contact Details

Filer

EIN
58-0435110
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IRS990/MissionDescription0SOUTHEASTERN ELECTRIC EXCHANGE IS A NON-PROFIT, NON-POLITICAL (NON-LOBBYING) ORGANIZATION OF INVESTOR-OWNED ELECTRIC UTILITY COMPANIES. THE PURPOSE OF THE ORGANIZATION IS: TO PROMOTE THE COMMON INTEREST AND GROWTH OF THE INVESTOR-OWNED ELECTRIC UTILITY SYSTEMS IN THE REGION; AND TO DEVELOP AND ENHANCE THE HUMAN, OPERATIONAL AND TECHNICAL RESOURCES OF MEMBER COMPANIES TO THE FULLEST. THIS PURPOSE IS ACCOMPLISHED THROUGH THE ACTIVITIES OF THE ASSOCIATION'S WORKING GROUPS. IN ADDITION TO THEIR UNIQUE MISSIONS AND OBJECTIVES, THESE GROUPS SERVE THE MEMBERSHIP BY: FACILITATING THE PROFESSIONAL DEVELOPMENT AND GROWTH OF INDIVIDUAL MEMBERS BY PROVIDING NEW INFORMATION AND SKILLS; DEVELOPING LEADERS TO REPRESENT THE COMMON INTERESTS OF MEMBERS ON NATIONAL-LEVEL ORGANIZATIONS; PROVIDING A MEANS TO PRESENT CONSENSUS OPINIONS TO NATIONAL STANDARDS-MAKING ORGANIZATIONS; DEVELOPING AND IMPLEMENTING APPROPRIATE RESEARCH AND SURVEY ACTIVITIES; PROMOTING CONTINUOUS IMPROVEMENT IN THEIR FIELDS; AND BY
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0The Exchange is qualified as a tax-exempt organization under Section 501(c)(6) of the Internal Revenue Code. Under this section, the Exchange is not subject to federal income taxes except for income from activities not related to the purpose of the Exchange. The Exchange had no taxable unrelated business income during the years ended June 30, 2013 and 2012. The Exchange annually evaluates all federal and state income tax positions. This process includes an analysis of whether these income tax positions the Exchange takes meet the definition of an uncertain tax position under the Income Taxes Topic of the Financial Accounting Standards Codification. In the normal course of business, the Exchange is subject to examination by the federal and state taxing authorities. In general, the Exchange is no longer subject to tax examinations for the tax years ending before June 30, 2010.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0Schedule D, Part X, Line 2
IRS990ScheduleD/NetUnrealizedGainsInvestments0-35596
IRS990ScheduleD/OtherLandBuildings/BookValue0423
IRS990ScheduleD/OtherLandBuildings/Depreciation021622
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis022045
IRS990ScheduleD/OtherLiabilities/Amount015370
IRS990ScheduleD/OtherLiabilities/Amount16831
IRS990ScheduleD/OtherLiabilities/Amount27800
IRS990ScheduleD/OtherLiabilities/Amount31772
IRS990ScheduleD/OtherLiabilities/Amount456300
IRS990ScheduleD/OtherLiabilities/Description0RETIREMENT BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilities/Description1CURRENT PORTION - CAPITAL LEAS
IRS990ScheduleD/OtherLiabilities/Description2CURRENT PORTION - POSTRETIREME
IRS990ScheduleD/OtherLiabilities/Description3NONCURRENT PORTION - CAPITAL L
IRS990ScheduleD/OtherLiabilities/Description4NONCURRENT PORTION - POSTRETIR
IRS990ScheduleD/RevenueNotRptdF9900-35596
IRS990ScheduleD/RevenueSubtotal01793904
IRS990ScheduleD/TotalExpensesPerForm99001528828
IRS990ScheduleD/TotalOfAmounts088073
IRS990ScheduleD/TotalOfBookValueLandBuildings08139
IRS990ScheduleD/TotalRevenuePerForm99001793904
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt01528828
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt01758308
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompensationCommittee0X
IRS990ScheduleJ/CompensationSurvey0X
IRS990ScheduleJ/EquityBasedCompArrangement0false
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg0205865
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg1140450
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg020280
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg12700
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg031659
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg13024
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0In June 2010, the Exchange's Board of Directors approved a retention agreement (the "Agreement") with the Executive Director. Under the terms of the Agreement, if the Executive Director remains employed by the Exchange through June 30, 2014, the Executive Director becomes entitled to a lump-sum payment at that date. The Exchange is required to place a portion of the ultimate amount in a Trust on an annual basis through June 30, 2014 at which time the Exchange becomes liable for payment. As of June 30, 2013 deposits and accumulated earnings totaling $94,628 have been deposited into the Trust, which is included in cash on the accompanying statement of financial position.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0Schedule J, Part I, Line 4b
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0James T Collins
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1Scott H Smith
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg029823
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg123124
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg01932
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg13419
IRS990ScheduleJ/Form990ScheduleJPartII/Title0Exec Director & Corp Secretary
IRS990ScheduleJ/Form990ScheduleJPartII/Title1Assistant Director
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg0289559
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg1172717
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs00
IRS990/ScheduleJRequired0true
IRS990ScheduleJ/SeverancePayment0false
IRS990ScheduleJ/SupplementalNonqualRetirePlan0true

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,322,755
Liabilities
$377,835
Net assets
$1,944,920
Revenue
-
Expenses
$1,528,828
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.05$1.00$6.05$4.28$3.06$1.22
2023Detailed filing. Detailed filing data is available for this year.$5.68$0.95$4.73$3.64$2.67$0.97
2022Detailed filing. Detailed filing data is available for this year.$4.64$0.94$3.70$3.27$1.99$1.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.74$2.59$1.09$1.19$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.83$2.64$0.80$1.35$0.55
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.72$3.18$2.32$2.15$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.64$2.99$2.49$2.00$0.49
2017Detailed filing. Detailed filing data is available for this year.$3.23$0.90$2.33$1.99$2.38$0.39
2016Detailed filing. Detailed filing data is available for this year.$3.24$0.62$2.62$2.04$1.89$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.94$0.48$2.46$2.01$1.70$0.31
2014Detailed filing. Detailed filing data is available for this year.$2.69$0.57$2.13$1.88$1.80$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.38$1.94$1.53
2012Summary only. Only limited summary data is available for this year.$1.91$0.19$1.72$1.68$1.38$0.30
2011Summary only. Only limited summary data is available for this year.$1.79$0.37$1.42$1.69$1.43$0.26