Civic Intelligence

Impact Energy Trust

990 • Fiscal year 2021 • EIN 61-6156163

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 21, 2022

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

60th percentile

0.02x

Higher debt load relative to assets than 60% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.09x

Higher debt load relative to revenue than 73% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Net Margin

76th percentile

27%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

81st percentile

$125,612

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$4,415,145

Up $514,653 (+13%) from 2020

Net Assets

Up

$4,347,884

Up $480,739 (+12%) from 2020

Liabilities

Up

$67,261

Up $33,914 (+102%) from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin76th percentile

Revenue

Down

$725,206

Down $303,013 (-29%) from 2020

Expenses

Down

$529,289

Down $520,025 (-50%) from 2020

Net Income

Up

$195,917

Up $217,012 (+1029%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2021

Assets$4,415,145
Liabilities$67,261
Net Assets$4,347,884
Open 2021 Filing

Operations Trend

Revenue Growth10th 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

2021

Revenue$725,206
Expenses$529,289
Net Income$195,917
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 21, 2022
Return Version
2020v4.2
Gross Receipts
$1,851,040
Mission and Program Overview

Mission

WELFARE BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,867,145$4,347,884▲ $480,739
Investments in Publicly Traded Securities$3,665,326$3,884,291▲ $218,965
Cash and Non-Interest-Bearing Accounts$4,549$80,362▲ $75,813
Savings and Temporary Cash Investments$211,097$58,786▼ $152,311
Accounts Receivable$15,333$20,772▲ $5,439
Prepaid Expenses and Deferred Charges$4,187$3,472▼ $715
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,900,492$4,415,145▲ $514,653
Other Assets Total$0$367,462▲ $367,462
Liabilities
Deferred Revenue$2,002$27,279▲ $25,277
Other Liabilities$16,845$25,482▲ $8,637
Accounts Payable and Accrued Expenses$14,500$14,500→ $0
Total Liabilities$33,347$67,261▲ $33,914
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,867,145$4,347,884▲ $480,739
Total Liabilities and Net Assets / Fund Balance$3,900,492$4,415,145▲ $514,653

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$367,462--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Joseph J JacobsTrusteePT$125,612$125,612

Board Members and Trustees

NameTitle
Charles J BairdChairman
M Lynn ParrishVice Chairman
-Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$350,691
Investment Income
$374,515
Other Revenue
$0
Change in Net Assets
$195,917
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$282,899
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---$246,390
Fees for Services Other---$134,011
Fees for Service Investment Mgmnt Fees---$125,612
Fees for Services Accounting---$17,395
Insurance---$5,512
Other Expenses---$369
Total Functional Expenses$0$0$0$529,289
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$12,244
Due to Impact Energy Industry Trust$10,000
Other Payables$3,238
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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. In the event of a conflict, the board member with the conflict is recused from the discussion and vote.”

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
Stephanie Cooley
Title
CFO
Phone
8592261765
Signed
2022-04-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph J Jacobs
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
250 W MAIN STREET STE 1400, LEXINGTON, KY 40507
Preparer
Allison C Carter
Phone
8592552341
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Administrative fees 134,011.”

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 Appendix332 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/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. IN THE EVENT OF A CONFLICT, THE BOARD MEMBER WITH THE CONFLICT IS RECUSED FROM THE DISCUSSION AND VOTE.
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/ExplanationTxt3ADMINISTRATIVE FEES 134,011.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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 IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
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IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03900492
IRS990/TotalAssetsEOYAmt04415145
IRS990/TotalAssetsGrp/BOYAmt03900492
IRS990/TotalAssetsGrp/EOYAmt04415145
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0529289
IRS990/TotalGrossUBIAmt0374515
IRS990/TotalLiabilitiesBOYAmt033347
IRS990/TotalLiabilitiesEOYAmt067261
IRS990/TotalLiabilitiesGrp/BOYAmt033347
IRS990/TotalLiabilitiesGrp/EOYAmt067261
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03867145
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04347884
IRS990/TotalOtherCompensationAmt0125612
IRS990/TotalProgramServiceRevenueAmt0350691
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0350691
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0725206
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0374515
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03900492
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04415145
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE COOLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08592261765
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-21
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/PreparerFirmGrp/PreparerFirmEIN0273858252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEAN DORTON ALLEN FORD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 W MAIN STREET STE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040507
ReturnHeader/PreparerPersonGrp/PhoneNum08592552341
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON C CARTER
ReturnHeader/ReturnTs02022-04-26T13:37:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COOLEY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,415,145
Liabilities
$67,261
Net assets
$4,347,884
Revenue
$725,206
Expenses
$529,289
Net income
$195,917
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