Civic Intelligence

Peak Load Management Alliance Inc

990 • Fiscal year 2013 • EIN 65-1033432

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 17, 2014

2065 Bennington Drive94591

(707) 652-5333

Siviq Scores

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

Liabilities / Assets

85th percentile

0.32x

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

84th percentile

0.19x

Higher debt load relative to revenue than 84% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

85th percentile

21%

Higher net margin than 85% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

95th percentile

100%

Faster asset growth than 95% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

87th percentile

35%

Faster revenue growth than 87% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2010 to 2013

Assets

Up

$185,848

Up $92,807 (+100%) from 2012

Net Assets

Up

$126,199

Up $68,702 (+119%) from 2012

Liabilities

Up

$59,649

Up $24,105 (+68%) from 2012

Revenue

$320,805

No earlier filing loaded for comparison.

Expenses

Up

$252,103

Up $2,934 (+1.2%) from 2012

Net Income

$68,702

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $58,768Liabilities 2010: $52,172Net Assets 2010: $6,5962010Assets 2011: $92,598Liabilities 2011: $34,868Net Assets 2011: $57,7302011Assets 2012: $93,041Liabilities 2012: $35,544Net Assets 2012: $57,4972012Assets 2013: $185,848Liabilities 2013: $59,649Net Assets 2013: $126,1992013Assets 2014: $226,229Liabilities 2014: $81,420Net Assets 2014: $144,8092014Assets 2015: $202,680Liabilities 2015: $106,930Net Assets 2015: $95,7502015Assets 2016: $324,876Liabilities 2016: $171,822Net Assets 2016: $153,0542016Assets 2017: $428,128Liabilities 2017: $0Net Assets 2017: $428,1282017Assets 2018: $486,065Liabilities 2018: $679Net Assets 2018: $485,3862018Assets 2019: $709,207Liabilities 2019: $9,653Net Assets 2019: $699,5542019Assets 2020: $583,525Liabilities 2020: $10,065Net Assets 2020: $573,4602020Assets 2021: $624,514Liabilities 2021: $35,633Net Assets 2021: $588,8812021Assets 2022: $589,188Liabilities 2022: $90,658Net Assets 2022: $498,5302022Assets 2023: $901,174Liabilities 2023: $69,660Net Assets 2023: $831,5142023Assets 2024: $1,090,109Liabilities 2024: $87,892Net Assets 2024: $1,002,2172024

Highlighted filing

2013

Assets$185,848
Liabilities$59,649
Net Assets$126,199

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $130,580Expenses 2010: $119,152Net Income 2010: $11,4282010Expenses 2011: $227,6502011Expenses 2012: $249,1692012Revenue 2013: $320,805Expenses 2013: $252,103Net Income 2013: $68,7022013Revenue 2014: $399,434Expenses 2014: $378,174Net Income 2014: $21,2602014Revenue 2015: $484,298Expenses 2015: $533,357Net Income 2015: -$49,0592015Revenue 2016: $659,029Expenses 2016: $601,725Net Income 2016: $57,3042016Revenue 2017: $1,047,639Expenses 2017: $772,565Net Income 2017: $275,0742017Revenue 2018: $1,051,311Expenses 2018: $994,053Net Income 2018: $57,2582018Revenue 2019: $1,139,191Expenses 2019: $946,411Net Income 2019: $192,7802019Revenue 2020: $638,151Expenses 2020: $764,245Net Income 2020: -$126,0942020Revenue 2021: $602,303Expenses 2021: $586,882Net Income 2021: $15,4212021Revenue 2022: $1,131,558Expenses 2022: $1,221,908Net Income 2022: -$90,3502022Revenue 2023: $1,884,781Expenses 2023: $1,549,998Net Income 2023: $334,7832023Revenue 2024: $2,279,680Expenses 2024: $2,108,977Net Income 2024: $170,7032024

Highlighted filing

2013

Revenue$320,805
Expenses$252,103
Net Income$68,702
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 17, 2014
Return Version
2013v3.1
Gross Receipts
$320,805
Mission and Program Overview

Mission

The Peak Load Management Alliance

The Peak Load Management Alliance is an Association dedicated to provide education, resources and advocacy towards critical energy management initiatives for demand response practitioners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$82,854$125,212▲ $42,358
Cash and Non-Interest-Bearing Accounts$8,842$60,636▲ $51,794
Accounts Receivable$1,345--
Total Assets$93,041$185,848▲ $92,807
Liabilities
Deferred Revenue$35,418$52,299▲ $16,881
Accounts Payable and Accrued Expenses$126$7,350▲ $7,224
Total Liabilities$35,544$59,649▲ $24,105
Net Assets / Fund Balance
Unrestricted Net Assets$57,497$126,199▲ $68,702
Total Net Assets Fund Balance$57,497$126,199▲ $68,702
Total Liabilities and Net Assets / Fund Balance$93,041$185,848▲ $92,807
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paul TynoBoard Chair
Richard PhilipBoard Vice Chair
Ed ThomasExecutive Director
Joseph ChildsSecretary
Dave HylandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$319,948
Investment Income
$139
Other Revenue
$718
Change in Net Assets
$68,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$252,103
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
Conferences and Meetings$119,508--$119,508
Fees for Services Management$91,200--$91,200
All Other Expenses-$16,733-$16,733
Travel-$5,648-$5,648
Insurance-$4,387-$4,387
Other Expenses-$3,184-$3,184
Fees for Services Legal-$1,215-$1,215
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$210,708$41,395$0$252,103
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
65-1033432
Phone
7076525333

Signing Officer

Name
Dave Hyland
Title
Treasurer
Phone
7076525333
Signed
2014-02-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Hyland
Formed
1999
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
39

Preparer

Preparer
Keith C Rood CPA
Phone
9169294450
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Form 990 will be reviewed by the Executive Director and the Treasurer.

Pt VI, Line 11B

A copy of the Form 990 will distributed to the Board Chair and

Pt VI, Line 11B

Board Vice Chair. The remaing Executive Committee, Committee

Pt VI, Line 11B

Chairs and Board Members may review the Form 990 upon request.

Pt VI, Line 1A

All members are entitled to vote on governance and

Pt VI, Line 1A

major issues. The membership has given authority

Pt VI, Line 1A

for daily operations to the executive committee.

Form 990, Part IX, Line 24F

Dues and subscriptions 343. 343. Licenses and permits 403. 403. Office supplies 2379. 2379. Printing 3592. 3592. Website maintenance 10016. 10016.

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.09$1.00$2.28$2.11$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.07$0.83$1.88$1.55$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.09$0.50$1.13$1.22$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.04$0.59$0.60$0.59$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.01$0.57$0.64$0.76$0.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.01$0.70$1.14$0.95$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.00$0.49$1.05$0.99$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$1.05$0.77$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.17$0.15$0.66$0.60$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.11$0.10$0.48$0.53$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.08$0.14$0.40$0.38$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.19$0.06$0.13$0.32$0.25$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.04$0.06$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.03$0.06$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.05$0.01$0.13$0.12$0.01