Form 990 for tax year 2023

Revenue

Part VIII, the statement of revenue.

• 1c · Fundraising events

  $52,570

• 1f · All other contributions, gifts and grants

  $5,810

• 2a · Program service revenue: SUBSCRIPTIONS

  total $3,590 · related or exempt $3,590

• 3 · Investment income

  total $26,915 · excluded $26,915

• 5 · Royalties

  total $3,238 · excluded $3,238

• 7a · Gross sales of assets other than inventory

  securities $71,470

• 7b · Less cost or other basis and sales expenses

  securities $78,023

• 7c · Gain or loss

  securities -$6,553

• 7d · Net gain or loss

  total -$6,553 · excluded -$6,553

• 8a · Fundraising events: gross income

  $0

• 8a · Fundraising events: contributions included on line 1c

  $52,570

• 8b · Fundraising events: direct expenses

  $0

• 8c · Net income from fundraising events

  total $0

• 11a · Other revenue: REGISTRATION FEES

  total $60 · related or exempt $60

• 11e · Other revenue, total

  $60

Functional expenses

Part IX, the statement of functional expenses.

• 11a · Fees: management

  total $50,000 · management and general $50,000

• 11c · Fees: accounting

  total $18,529 · program services $3,090 · management and general $14,267 · fundraising $1,172

• 11f · Fees: investment management

  total $4,277 · management and general $4,277

• 11g · Fees: other

  total $3,001 · program services $2,274 · fundraising $727

• 13 · Office expenses

  total $6,788 · program services $6,239 · fundraising $549

• 14 · Information technology

  total $865 · program services $482 · fundraising $383

• 19 · Conferences, conventions and meetings

  total $8,342 · program services $5,996 · management and general $2,280 · fundraising $66

• 22 · Depreciation, depletion and amortization

  total $644 · management and general $644

• 23 · Insurance

  total $4,480 · program services $1,954 · management and general $1,786 · fundraising $740

• 24a · Other expenses: BANK AND FINANCE FEES

  total $3,135 · program services $1,495 · management and general $1,073 · fundraising $567

• 24b · Other expenses: BUSINESS FEES & TAXES

  total $1,059 · program services $716 · fundraising $343

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $26,666 · end of year $28,875

• 4 · Accounts receivable

  beginning of year $500

• 9 · Prepaid expenses and deferred charges

  beginning of year $2,915 · end of year $3,035

• 11 · Investments: publicly traded securities

  beginning of year $239,185 · end of year $220,284

• 12 · Investments: other securities

  beginning of year $353,377 · end of year $405,966

• 14 · Intangible assets

  beginning of year $1,726 · end of year $4,274

• 15 · Other assets

  beginning of year $4,500 · end of year $4,500

• 17 · Accounts payable and accrued expenses

  beginning of year $4,558 · end of year $1,369

• 25 · Other liabilities

  beginning of year $23,766 · end of year $12,906

• 27 · Net assets without donor restrictions

  beginning of year $600,545 · end of year $652,659

The filer's explanations (Part III)

PART I, LINE 3

FOLLOWING METHODS ARE USED BY THE RELATED ORGANIZATION (ENERGY BAR ASSOCIATION): WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.