Civic Intelligence

Impact Energy Trust

990 • Fiscal year 2017 • EIN 61-6156163

Jul 01, 2016 to Jun 30, 2017 • Filed on May 04, 2018

Organization ProfileN/A

View Organization Page

333 West Vine Street Suite 500Lexington, KY 40507

(859) 226-1765

Siviq Scores

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

Liabilities / Assets

55th percentile

0.02x

Higher debt load relative to assets than 55% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.07x

Higher debt load relative to revenue than 66% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

52nd percentile

2.6%

Higher net margin than 52% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

76th percentile

$98,961

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

40th percentile

1.1%

Faster asset growth than 40% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

2.2%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$3,808,111

Up $41,773 (+1.1%) from 2016

Net Assets

Up

$3,748,859

Up $96,194 (+2.6%) from 2016

Liabilities

Down

$59,252

Down $54,421 (-48%) from 2016

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin52nd percentile

Revenue

Up

$834,130

Up $18,197 (+2.2%) from 2016

Expenses

Down

$812,191

Down $40,622 (-4.8%) from 2016

Net Income

Up

$21,939

Up $58,819 (+159%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,370,270Liabilities 2010: $1,414,722Net Assets 2010: $2,955,5482010Assets 2011: $4,100,687Liabilities 2011: $937,626Net Assets 2011: $3,163,0612011Assets 2012: $3,983,918Liabilities 2012: $620,642Net Assets 2012: $3,363,2762012Assets 2013: $3,974,776Liabilities 2013: $460,437Net Assets 2013: $3,514,3392013Assets 2014: $4,916,303Liabilities 2014: $1,167,339Net Assets 2014: $3,748,9642014Assets 2015: $4,644,125Liabilities 2015: $988,425Net Assets 2015: $3,655,7002015Assets 2016: $3,766,338Liabilities 2016: $113,673Net Assets 2016: $3,652,6652016Assets 2017: $3,808,111Liabilities 2017: $59,252Net Assets 2017: $3,748,8592017Assets 2018: $3,958,022Liabilities 2018: $221,748Net Assets 2018: $3,736,2742018Assets 2019: $4,182,470Liabilities 2019: $355,676Net Assets 2019: $3,826,7942019Assets 2020: $3,900,492Liabilities 2020: $33,347Net Assets 2020: $3,867,1452020Assets 2021: $4,415,145Liabilities 2021: $67,261Net Assets 2021: $4,347,8842021Assets 2022: $3,876,263Liabilities 2022: $42,394Net Assets 2022: $3,833,8692022Assets 2023: $3,961,030Liabilities 2023: $55,915Net Assets 2023: $3,905,1152023Assets 2024: $4,168,638Liabilities 2024: $85,702Net Assets 2024: $4,082,9362024

Highlighted filing

2017

Assets$3,808,111
Liabilities$59,252
Net Assets$3,748,859
Open 2017 Filing

Operations Trend

Revenue Growth46th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $33,200,0002010Revenue 2011: $33,366,084Expenses 2011: $33,110,434Net Income 2011: $255,6502011Revenue 2012: $30,310,539Expenses 2012: $30,229,915Net Income 2012: $80,6242012Revenue 2013: $13,901,866Expenses 2013: $13,789,887Net Income 2013: $111,9792013Revenue 2014: $1,669,666Expenses 2014: $1,539,015Net Income 2014: $130,6512014Revenue 2015: $1,070,245Expenses 2015: $999,359Net Income 2015: $70,8862015Revenue 2016: $815,933Expenses 2016: $852,813Net Income 2016: -$36,8802016Revenue 2017: $834,130Expenses 2017: $812,191Net Income 2017: $21,9392017Revenue 2018: $1,313,940Expenses 2018: $1,313,021Net Income 2018: $9192018Revenue 2019: $1,623,169Expenses 2019: $1,677,581Net Income 2019: -$54,4122019Revenue 2020: $1,028,219Expenses 2020: $1,049,314Net Income 2020: -$21,0952020Revenue 2021: $725,206Expenses 2021: $529,289Net Income 2021: $195,9172021Revenue 2022: $695,333Expenses 2022: $634,840Net Income 2022: $60,4932022Revenue 2023: $676,217Expenses 2023: $764,193Net Income 2023: -$87,9762023Revenue 2024: $461,278Expenses 2024: $404,032Net Income 2024: $57,2462024

Highlighted filing

2017

Revenue$834,130
Expenses$812,191
Net Income$21,939
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 4, 2018
Return Version
2016v3.0
Gross Receipts
$2,542,966
Mission and Program Overview

Mission

WELFARE BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,652,665$3,748,859▲ $96,194
Savings and Temporary Cash Investments$3,685,370$3,718,874▲ $33,504
Cash and Non-Interest-Bearing Accounts$34,202$67,667▲ $33,465
Accounts Receivable$43,916$18,924▼ $24,992
Prepaid Expenses and Deferred Charges$2,850$2,646▼ $204
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,766,338$3,808,111▲ $41,773
Liabilities
Other Liabilities$63,088$27,998▼ $35,090
Deferred Revenue$34,371$16,746▼ $17,625
Accounts Payable and Accrued Expenses$16,214$14,508▼ $1,706
Total Liabilities$113,673$59,252▼ $54,421
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,652,665$3,748,859▲ $96,194
Total Liabilities and Net Assets / Fund Balance$3,766,338$3,808,111▲ $41,773
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeOtherTotal
-TrusteePT$98,961$98,961

Board Members and Trustees

NameTitle
Charles J BairdChairman
M Lynn ParrishPresident
Joseph G JacobsCommittee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$688,416
Investment Income
$145,714
Other Revenue
$0
Change in Net Assets
$21,939
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$192,419
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$619,772
Fees for Service Investment Mgmnt Fees---$98,961
Fees for Services Other---$71,216
Fees for Services Accounting---$16,481
Insurance---$5,496
Other Expenses---$265
Total Functional Expenses$0$0$0$812,191
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Amounts Due Insurance Companies$27,998
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the contract administrator prior to filing the return.”

Form 990, Part VI, Section B, Line 12C

“The organization requires board members to disclose annually situations that give rise to conflicts. This is reviewed annually by the board.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available upon request through the contract administrator, at the discretion of the board of directors and management.”

Filing and Contact Details

Filer

Filer Name
Impact Energy Trust
EIN
61-6156163
Phone
8592261765
Address
333 WEST VINE STREET SUITE 500, LEXINGTON, KY 40507

Signing Officer

Name
Officer
Title
CFO
Phone
8592261765
Signed
2018-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles J Baird
Formed
1986
Legal Domicile
Ky
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
106 W VINE STREET SUITE 600, LEXINGTON, KY 40507
Preparer
Allison C Carter
Phone
8592552341
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The association director assumes responsibility for the oversight of the audit and the selection of the independent auditor. This process has not changed from the prior year.”

Raw XML Appendix318 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt016214
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt014508
IRS990/AccountsReceivableGrp/BOYAmt043916
IRS990/AccountsReceivableGrp/EOYAmt018924
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0WELFARE BENEFITS
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt0619772
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ADMINISTRATIVE SERVICES GROUP
IRS990/BooksInCareOfDetail/PhoneNum08592261700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0333 WEST VINE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040507
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt034202
IRS990/CashNonInterestBearingGrp/EOYAmt067667
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0619772
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0145714
IRS990/CYOtherExpensesAmt0192419
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0688416
IRS990/CYRevenuesLessExpensesAmt021939
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0812191
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0834130
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt034371
IRS990/DeferredRevenueGrp/EOYAmt016746
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TRUST PLANS PROVIDED DENTAL, ACCIDENTAL DEATH AND DISMEMBERMENT AND GROUP LIFE INSURANCE BENEFITS FOR PARTICIPATING EMPLOYEES OF SUBSCRIBING EMPLOYERS. THE TRUST HAD 1,418 PARTICIPATING EMPLOYEES AS OF JUNE 30, 2017.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt016481
IRS990/FeesForServicesOtherGrp/TotalAmt071216
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt098961
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0COMMUNITY TRUST BANK
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt398961
IRS990/Form990PartVIISectionAGrp/PersonNm0M LYNN PARRISH
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLES J BAIRD
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSEPH G JACOBS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt058914
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01767750
IRS990/GrossReceiptsAmt02542966
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt05496
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt086800
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt086800
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01708836
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WELFARE BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03652665
IRS990/NetAssetsOrFundBalancesEOYAmt03748859
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt058914
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt058914
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt074255
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/TotalAmt0265
IRS990/OtherLiabilitiesGrp/BOYAmt063088
IRS990/OtherLiabilitiesGrp/EOYAmt027998
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02850
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02646
IRS990/PrincipalOfficerNm0CHARLES J BAIRD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0688416
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0688416
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0613457
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt092431
IRS990/PYOtherExpensesAmt0239356
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0723502
IRS990/PYRevenuesLessExpensesAmt0-36880
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0852813
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0815933
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt021939
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03652665
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03748859
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03685370
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03718874
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt027998
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AMOUNTS DUE INSURANCE COMPANIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt027998
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE CONTRACT ADMINISTRATOR PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REQUIRES BOARD MEMBERS TO DISCLOSE ANNUALLY SITUATIONS THAT GIVE RISE TO CONFLICTS. THIS IS REVIEWED ANNUALLY BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST THROUGH THE CONTRACT ADMINISTRATOR, AT THE DISCRETION OF THE BOARD OF DIRECTORS AND MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ASSOCIATION DIRECTOR ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IMPACT ENERGY INDUSTRY HEALTH TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0476612366
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HEALTH BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0333 WEST VINE STREET STE 500
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LEXINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd040507
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03766338
IRS990/TotalAssetsEOYAmt03808111
IRS990/TotalAssetsGrp/BOYAmt03766338
IRS990/TotalAssetsGrp/EOYAmt03808111
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0812191
IRS990/TotalGrossUBIAmt0145714
IRS990/TotalLiabilitiesBOYAmt0113673
IRS990/TotalLiabilitiesEOYAmt059252
IRS990/TotalLiabilitiesGrp/BOYAmt0113673
IRS990/TotalLiabilitiesGrp/EOYAmt059252
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03652665
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03748859
IRS990/TotalOtherCompensationAmt098961
IRS990/TotalProgramServiceRevenueAmt0688416
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0688416
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0834130
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0145714
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03766338
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03808111
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0333 WEST VINE STREET SUITE 500
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040507
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0OFFICER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08592261765
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IMPACT ENERGY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0IMPA
ReturnHeader/Filer/EIN0616156163
ReturnHeader/Filer/PhoneNum08592261765
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 WEST VINE STREET SUITE 500
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040507
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId068BE5A8853F1398D10A827FE6DB32A885535AAEE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E35CECBEE90691D6FBA454E35FBE2BC59348A3E2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.145.0.126
ReturnHeader/FilingSecurityInformation/IPDt02018-05-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:41:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273858252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEAN DORTON ALLEN FORD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0106 W VINE STREET SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040507
ReturnHeader/PreparerPersonGrp/PhoneNum08592552341
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON C CARTER
ReturnHeader/ReturnTs02018-05-10T12:08:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,808,111
Liabilities
$59,252
Net assets
$3,748,859
Revenue
$834,130
Expenses
$812,191
Net income
$21,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.17$0.09$4.08$0.46$0.40$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.96$0.06$3.91$0.68$0.76$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.88$0.04$3.83$0.70$0.63$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.42$0.07$4.35$0.73$0.53$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.90$0.03$3.87$1.03$1.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.18$0.36$3.83$1.62$1.68$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.96$0.22$3.74$1.31$1.31$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.81$0.06$3.75$0.83$0.81$0.02
2016Summary only. Only limited summary data is available for this year.$3.77$0.11$3.65$0.82$0.85$0.04
2015Summary only. Only limited summary data is available for this year.$4.64$0.99$3.66$1.07$1.00$0.07
2014Summary only. Only limited summary data is available for this year.$4.92$1.17$3.75$1.67$1.54$0.13
2013Summary only. Only limited summary data is available for this year.$3.97$0.46$3.51$13.9$13.8$0.11
2012Summary only. Only limited summary data is available for this year.$3.98$0.62$3.36$30.3$30.2$0.08
2011Summary only. Only limited summary data is available for this year.$4.10$0.94$3.16$33.4$33.1$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.37$1.41$2.96$33.2