Civic Intelligence

Petroleum Environmental Research Forum Perf

990 • Fiscal year 2013 • EIN 76-0166046

Jan 01, 2013 to Dec 31, 2013 • Filed on May 02, 2014

K Haynes 910 Louisiana St Room TSP77002

(713) 241-2307

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

48th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

73rd percentile

13%

Higher net margin than 73% 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

78th percentile

23%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$79,187

Up $14,633 (+23%) from 2012

Net Assets

Up

$79,187

Up $14,633 (+23%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$116,998

No earlier filing loaded for comparison.

Expenses

Up

$102,365

Up $50,194 (+96%) from 2012

Net Income

$14,633

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.

$200K$150K$100K$50K$0Assets 2010: $47,870Liabilities 2010: $0Net Assets 2010: $47,8702010Assets 2011: $16,734Liabilities 2011: $0Net Assets 2011: $16,7342011Assets 2012: $64,554Liabilities 2012: $0Net Assets 2012: $64,5542012Assets 2013: $79,187Liabilities 2013: $0Net Assets 2013: $79,1872013Assets 2014: $130,067Liabilities 2014: $0Net Assets 2014: $130,0672014Assets 2015: $167,540Liabilities 2015: $0Net Assets 2015: $167,5402015Assets 2016: $127,052Liabilities 2016: $0Net Assets 2016: $127,0522016Assets 2017: $116,251Liabilities 2017: $0Net Assets 2017: $116,2512017Assets 2018: $116,640Liabilities 2018: $0Net Assets 2018: $116,6402018Assets 2019: $55,467Liabilities 2019: $0Net Assets 2019: $55,4672019Assets 2020: $61,870Liabilities 2020: $0Net Assets 2020: $61,8702020Assets 2021: $79,460Liabilities 2021: $0Net Assets 2021: $79,4602021Assets 2022: $54,501Liabilities 2022: $0Net Assets 2022: $54,5012022Assets 2023: $40,135Liabilities 2023: $02023

Highlighted filing

2013

Assets$79,187
Liabilities$0
Net Assets$79,187

Operations Trend

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $49,4032010Expenses 2011: $83,1402011Expenses 2012: $52,1712012Revenue 2013: $116,998Expenses 2013: $102,365Net Income 2013: $14,6332013Revenue 2014: $131,011Expenses 2014: $80,131Net Income 2014: $50,8802014Revenue 2015: $100,022Expenses 2015: $60,769Net Income 2015: $39,2532015Revenue 2016: $65,014Expenses 2016: $105,503Net Income 2016: -$40,4892016Revenue 2017: $64,015Expenses 2017: $74,816Net Income 2017: -$10,8012017Revenue 2018: $107,015Expenses 2018: $106,626Net Income 2018: $3892018Revenue 2019: $76,976Expenses 2019: $138,149Net Income 2019: -$61,1732019Revenue 2020: $102,007Expenses 2020: $95,604Net Income 2020: $6,4032020Revenue 2021: $87,007Expenses 2021: $69,417Net Income 2021: $17,5902021Revenue 2022: $52,033Expenses 2022: $76,992Net Income 2022: -$24,9592022Revenue 2023: $57,004Expenses 2023: $71,370Net Income 2023: -$14,3662023

Highlighted filing

2013

Revenue$116,998
Expenses$102,365
Net Income$14,633
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 2, 2014
Return Version
2013v3.1
Gross Receipts
$116,998
Mission and Program Overview

Mission

Environmental research for the petroleum industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$64,554$79,187▲ $14,633
Total Assets$64,554$79,187▲ $14,633
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$64,554$79,187▲ $14,633
Total Net Assets Fund Balance$64,554$79,187▲ $14,633
Total Liabilities and Net Assets / Fund Balance$64,554$79,187▲ $14,633
Compensation and Service Providers

Board Members and Trustees

NameTitle
Veronica BlackwellChairman
Bruce RandolphVice Chairman
Frdric PriSecretary
Karen HaynesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$116,990
Program Service Revenue
$0
Investment Income
$8
Other Revenue
$0
Change in Net Assets
$14,633
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$102,365
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
Fees for Services Legal-$101,785-$101,785
Fees for Services Accounting-$501-$501
Other Expenses-$79-$79
Total Functional Expenses$0$102,365$0$102,365
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
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
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

The organization has 20 voting members

Member election for additional members Part VI line 7A

Yes, the members elect officers every two years

Governing body decisions Part VI line 7B

Yes, the members vote to approve decisions

Governing body meeting documentation Part VI line 8A

Yes, the body keeps records

Form 990 governing body review Part VI line 11

The Form is reviewed by legal counsel and provided to the board

Governing documents etc available to public Part VI line 19

Documents are available to the public in accordance with the law

Filing and Contact Details

Filer

EIN
76-0166046

Signing Officer

Name
Karen Haynes
Title
Treasurer
Phone
7132412307
Signed
2014-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Haynes
Formed
1986
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Preparer
Robert T West
Phone
4105716760
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Cash Over/Short

Raw XML Appendix250 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
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Environmental Research for the Petroleum Industry
IRS990/AddressChangeInd0X
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IRS990/BooksInCareOfDetail/PhoneNum07132412307
IRS990/BooksInCareOfDetail/USAddress/AddressLine10Room TSP 2252 910 Louisiana St
IRS990/BooksInCareOfDetail/USAddress/City0Houston
IRS990/BooksInCareOfDetail/USAddress/State0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCode077002
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CYTotalFundraisingExpenseAmt00
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IRS990/DecisionsSubjectToApprovaInd0true
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IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Hydrocarbon Vapor Studies
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
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IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0501
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IRS990/FeesForServicesLegalGrp/TotalAmt0101785
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0Karen Haynes
IRS990/Form990PartVIISectionAGrp/PersonNm1Veronica Blackwell
IRS990/Form990PartVIISectionAGrp/PersonNm2Bruce Randolph
IRS990/Form990PartVIISectionAGrp/PersonNm3Frdric Pri
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/TitleTxt0Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0116998
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt08
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0116990
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Environmental Research for the Petroleum Industry
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt064554
IRS990/NetAssetsOrFundBalancesEOYAmt079187
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Bank Charges
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt079
IRS990/OtherExpensesGrp/TotalAmt079
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Karen Haynes
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt099985
IRS990/PYInvestmentIncomeAmt06
IRS990/PYOtherExpensesAmt052171
IRS990/PYRevenuesLessExpensesAmt047820
IRS990/PYTotalExpensesAmt052171
IRS990/PYTotalRevenueAmt099991
IRS990/ReconcilationRevenueExpnssAmt014633
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0116998
IRS990/SavingsAndTempCashInvstGrp/BOYAmt064554
IRS990/SavingsAndTempCashInvstGrp/EOYAmt079187
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization has 20 voting members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Yes, the members elect officers every two years
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Yes, the members vote to approve decisions
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Yes, the body keeps records
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Form is reviewed by legal counsel and provided to the board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Documents are available to the public in accordance with the law
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Cash Over/Short
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt064554
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IRS990/TotalAssetsGrp/BOYAmt064554
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0116990
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0102365
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0102365
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt064554
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0116998
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10Room TSP 2252 910 Louisiana St
IRS990/USAddress/City0Houston
IRS990/USAddress/State0TX
IRS990/USAddress/ZIPCode077002
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0www.perf.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Haynes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07132412307
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10Petroleum Environmental Research Forum
ReturnHeader/Filer/BusinessNameControlTxt0PETR
ReturnHeader/Filer/EIN0760166046
ReturnHeader/Filer/USAddress/AddressLine10K Haynes 910 Louisiana St Room TSP
ReturnHeader/Filer/USAddress/City0Houston
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Fiducial
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1045 Old Solomons Island Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Annapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode021401
ReturnHeader/PreparerPersonGrp/PhoneNum04105716760
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert T West
ReturnHeader/ReturnTs02014-05-05T09:57:03-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.40$0.00$0.57$0.71$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.52$0.77$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.87$0.69$0.18
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$1.02$0.96$0.06
2019Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$0.77$1.38$0.61
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$1.07$1.07$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.64$0.75$0.11
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$0.65$1.06$0.40
2015Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$1.00$0.61$0.39
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$1.31$0.80$0.51
2013Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$1.17$1.02$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.00$0.17$0.83
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.48$0.49
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)6 • <$500k nonprofits