Civic Intelligence

Petroleum Environmental Research Forum Perf

990 • Fiscal year 2018 • EIN 76-0166046

Jan 01, 2018 to Dec 31, 2018 • Filed on Jan 17, 2019

Shell Oil 150 N Diary AshfordHouston, TX 77079

(832) 337-9915

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$116,640

Flat from 2018

Net Assets

Flat

$116,640

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$107,015

Flat from 2018

Expenses

Flat

$106,626

Flat from 2018

Net Income

Flat

$389

Flat from 2018

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 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

2018

Assets$116,640
Liabilities$0
Net Assets$116,640

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 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

2018

Revenue$107,015
Expenses$106,626
Net Income$389
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jan 17, 2019
Return Version
2018v3.1
Gross Receipts
$107,015
Mission and Program Overview

Mission

Environmental research for the petroleum industry

Providing a stimulus, mechanism and forum for discussions about cooperative research and development of technology related to any aspect of health, environment, safety, waste reduction and system integrity for the petroleum industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$116,251$116,640▲ $389
Total Assets$116,251$116,640▲ $389
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$116,251$116,640▲ $389
Total Net Assets Fund Balance$116,251$116,640▲ $389
Total Liabilities and Net Assets / Fund Balance$116,251$116,640▲ $389
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kate MartinChair
Theresa HochhalterVice Chair
Bernabe MunozSecretary/we
Charles MeyerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$107,000
Program Service Revenue
$0
Investment Income
$15
Other Revenue
$0
Change in Net Assets
$389
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$106,626
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-$104,394-$104,394
Information Technology-$910-$910
Fees for Services Accounting-$550-$550
Travel-$500-$500
Other Expenses-$272-$272
Total Functional Expenses$0$106,626$0$106,626
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

Form 990, Page 6, Part VI, Line 6

The organization has 20 voting members.

Form 990, Page 6, Part VI, Line 7A

Yes, the members elect officers every two years.

Form 990, Page 6, Part VI, Line 7B

Yes, the members vote to approve decisions.

Form 990, Page 6, Part VI, Line 11B

The form is reviewed by legal counsel and provided to the board.

Form 990, Page 6, Part VI, Line 19

Documents are available to the public in accordance with the law.

Filing and Contact Details

Filer

Filer Name
Petroleum Environmental Research
EIN
76-0166046
Phone
8323379915
Address
SHELL OIL 150 N DIARY ASHFORD, HOUSTON, TX 77079

Signing Officer

Name
Charles Meyer
Title
Treasurer
Phone
2817869924
Signed
2019-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Meyer
Formed
1986
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
9
Employees
0
Volunteers
20

Preparer

Firm
The Harding Group Inc
Address
2014 INDUSTRIAL DR, ANNAPOLIS, MD 21401-2942
Preparer
Robert West Ea
Phone
4105739991
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Assist in programs and seminars

Form 990, Page 2, Part III, Line 4D

Provided forums and workshops for discussions about cooperative research

Raw XML Appendix253 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/ExplanationTxt2THE ORGANIZATION HAS 20 VOTING MEMBERS.
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ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$1.07$1.07$0.00
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