Civic Intelligence

Impact Energy Trust

990 • Fiscal year 2019 • EIN 61-6156163

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 23, 2020

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

72nd percentile

0.09x

Higher debt load relative to assets than 72% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

85th percentile

0.22x

Higher debt load relative to revenue than 85% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Net Margin

28th percentile

-3.4%

Higher net margin than 28% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

80th percentile

$124,318

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Asset Growth

51st percentile

5.7%

Faster asset growth than 51% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

24%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$4,182,470

Up $224,448 (+5.7%) from 2018

Net Assets

Up

$3,826,794

Up $90,520 (+2.4%) from 2018

Liabilities

Up

$355,676

Up $133,928 (+60%) from 2018

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin28th percentile

Revenue

Up

$1,623,169

Up $309,229 (+24%) from 2018

Expenses

Up

$1,677,581

Up $364,560 (+28%) from 2018

Net Income

Down

-$54,412

Down $55,331 (-6021%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2019

Assets$4,182,470
Liabilities$355,676
Net Assets$3,826,794
Open 2019 Filing

Operations Trend

Revenue Growth83rd 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

2019

Revenue$1,623,169
Expenses$1,677,581
Net Income-$54,412
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 23, 2020
Return Version
2018v3.1
Gross Receipts
$3,078,230
Mission and Program Overview

Mission

WELFARE BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,736,274$3,826,794▲ $90,520
Investments in Publicly Traded Securities$3,544,032$3,591,633▲ $47,601
Savings and Temporary Cash Investments$178,704$246,828▲ $68,124
Cash and Non-Interest-Bearing Accounts$118,438$173,981▲ $55,543
Accounts Receivable$114,102$167,686▲ $53,584
Prepaid Expenses and Deferred Charges$2,746$2,342▼ $404
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,958,022$4,182,470▲ $224,448
Liabilities
Deferred Revenue$33,389$225,066▲ $191,677
Other Liabilities$171,486$116,110▼ $55,376
Accounts Payable and Accrued Expenses$16,873$14,500▼ $2,373
Total Liabilities$221,748$355,676▲ $133,928
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,736,274$3,826,794▲ $90,520
Total Liabilities and Net Assets / Fund Balance$3,958,022$4,182,470▲ $224,448
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeOtherTotal
-TrusteePT$124,318$124,318

Board Members and Trustees

NameTitle
Joseph G JacobsChairman
M Lynn ParrishPresident
Charles J BairdVice Chairman
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,502,524
Investment Income
$120,645
Other Revenue
$0
Change in Net Assets
$-54,412
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$249,820
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---$1,427,761
Fees for Service Investment Mgmnt Fees---$124,318
Fees for Services Other---$102,705
Fees for Services Accounting---$17,550
Insurance---$5,088
Other Expenses---$159
Total Functional Expenses$0$0$0$1,677,581
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$116,110
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
Stephanie Cooley
Title
CFO
Phone
8592261765
Signed
2020-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph G 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
500 W JEFFERSON STREET STE 1400, LOUISVILLE, KY 40202
Preparer
Allison C Carter
Phone
5025896050
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 Appendix322 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.
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
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IRS990/TotalProgramServiceRevenueAmt01502524
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01502524
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01623169
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0120645
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03958022
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04182470
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/USAddress/ZIPCd040507
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE COOLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08592261765
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-23
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ReturnHeader/FilingSecurityInformation/IPTm007:36:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273858252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEAN DORTON ALLEN FORD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 W JEFFERSON STREET STE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040202
ReturnHeader/PreparerPersonGrp/PhoneNum05025896050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON C CARTER
ReturnHeader/ReturnTs02020-02-25T09:52:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,182,470
Liabilities
$355,676
Net assets
$3,826,794
Revenue
$1,623,169
Expenses
$1,677,581
Net income
-$54,412
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