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Nonprofiteer
← ENERGY BAR ASSOCIATION

Form 990 for tax year 2022

Filed by ENERGY BAR ASSOCIATION.

Totals

Total revenue
$1,169,057
Total expenses
$1,268,495
Contributions and grants received
$1,226
Grants paid
$0
Program service revenue
$989,670
Investment income
$75,256
Other revenue
$102,905
Total assets, end of year
$1,766,670
Total liabilities, end of year
$740,345
Net assets or fund balances, end of year
$1,026,325
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,226

  • 2a · Program service revenue: MEETINGS AND EVENTS

    total $671,847 · related or exempt $505,007 · excluded $166,840

  • 2b · Program service revenue: MEMBERSHIP DUES

    total $317,823 · related or exempt $317,823

  • 3 · Investment income

    total $69,817 · excluded $69,817

  • 5 · Royalties

    total $16,658 · unrelated business $3,010 · excluded $13,648

  • 7a · Gross sales of assets other than inventory

    securities $206,386

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

    securities $200,947

  • 7c · Gain or loss

    securities $5,439

  • 7d · Net gain or loss

    total $5,439 · excluded $5,439

  • 10a · Gross sales of inventory

    $35,422

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $35,422 · related or exempt $35,422

  • 11a · Other revenue: MANAGEMENT FEES

    total $50,000 · related or exempt $50,000

  • 11b · Other revenue: MISCELLANEOUS REVENUE

    total $825 · excluded $825

  • 11e · Other revenue, total

    $50,825

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $232,568

  • 7 · Other salaries and wages

    total $301,026

  • 8 · Pension plan contributions

    total $5,406

  • 9 · Other employee benefits

    total $20,593

  • 10 · Payroll taxes

    total $45,893

  • 11a · Fees: management

    total $56,394

  • 11c · Fees: accounting

    total $56,435

  • 11f · Fees: investment management

    total $9,975

  • 11g · Fees: other

    total $1,774

  • 13 · Office expenses

    total $65,681

  • 14 · Information technology

    total $36,490

  • 16 · Occupancy

    total $98,074

  • 17 · Travel

    total $6,792

  • 19 · Conferences, conventions and meetings

    total $296,631

  • 20 · Interest

    total $1,465

  • 22 · Depreciation, depletion and amortization

    total $6,923

  • 23 · Insurance

    total $2,162

  • 24a · Other expenses: CLE EXPENSE

    total $12,107

  • 24e · All other expenses

    total $12,106

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $85,659 · end of year $40,123

  • 2 · Savings and temporary cash investments

    beginning of year $2,517 · end of year $2,521

  • 4 · Accounts receivable

    beginning of year $60,191 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $43,096 · end of year $25,269

  • 10a · Land, buildings and equipment: cost or other basis

    $34,474

  • 10b · Land, buildings and equipment: accumulated depreciation

    $24,173

  • 10c · Land, buildings and equipment, net

    beginning of year $10,968 · end of year $10,301

  • 11 · Investments: publicly traded securities

    beginning of year $867,393 · end of year $565,484

  • 12 · Investments: other securities

    beginning of year $640,348 · end of year $680,439

  • 14 · Intangible assets

    beginning of year $3,854 · end of year $8,517

  • 15 · Other assets

    beginning of year $128,981 · end of year $434,016

  • 17 · Accounts payable and accrued expenses

    beginning of year $44,965 · end of year $54,766

  • 19 · Deferred revenue

    beginning of year $138,615 · end of year $174,386

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $51,465

  • 25 · Other liabilities

    beginning of year $206,569 · end of year $459,728

  • 27 · Net assets without donor restrictions

    beginning of year $1,452,858 · end of year $1,026,325

Mission and programs · 2022

Mission

TO PROMOTE THE PROFESSIONAL EXCELLENCE AND ETHICAL INTEGRITY OF ITS MEMBERS IN THE PRACTICE, ADMINISTRATION AND DEVELOPMENT OF ENERGY LAWS, REGULATIONS AND POLICIES.

Activities or mission (Part I)

TO PROMOTE THE PROFESSIONAL EXCELLENCE AND ETHICAL INTEGRITY OF ITS MEMBERS IN THE PRACTICE, ADMINISTRATION, AND DEVELOPMENT OF ENERGY LAWS, REGULATIONS, AND POLICIES.

  • THE ENERGY BAR ASSOCIATION PROMOTES THE PROFESSIONAL COMPETENCE OF THOSE INVOLVED IN ENERGY LAW BY CONDUCTING MEETINGS, SEMINARS, CONFERENCES, AND WORKSHOPS; PROVIDING NETWORKING AND EDUCATIONAL OPPORTUNITIES; DISTRIBUTING RELEVANT INFORMATION ABOUT THE ENERGY INDUSTRY TO MEMBERS; AND PRESENTING VIEWS ON REGULATORY PROCEDURES AND ADMINISTRATIVE MATTERS.

As filed on the 2022 return.

Listed in Part VII

  • Delia D Patterson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3 + 4 related
  • David Martin Connelly

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    3 + 4 related
  • Conor B Ward

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3 + 4 related
  • Floyd R Self

    SECRETARY

    Total calculated
    $0
    Hours/week
    3
  • Traci Bone

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    3
  • Nicholas J Pascale

    TREASURER

    Total calculated
    $0
    Hours/week
    3
  • Daniel E Frank

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    3
  • Mosby G Perrow

    EX OFFICIO - IMM. PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    3
  • Donna M Byrne

    MEMBER (THRU 5/22)

    Total calculated
    $0
    Hours/week
    3
  • Meredith B Chambers

    MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Eric Dearmont

    MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Julia D English

    MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Emily S Fisher

    MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Lisa S Gast

    MEMBER (THRU 5/22)

    Total calculated
    $0
    Hours/week
    3
  • Nicholas Gladd

    MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Erin Green

    MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Steven Hunt

    MEMBER - ENERGY PROFESSIONAL

    Total calculated
    $0
    Hours/week
    3
  • Mark C Kalpin

    MEMBER (THRU 5/22)

    Total calculated
    $0
    Hours/week
    3
  • Louis Legault

    MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Richard Lorenzo

    MEMBER (AS OF 5/22)

    Total calculated
    $0
    Hours/week
    3
  • Jennifer M Murphy

    MEMBER (THRU 5/22)

    Total calculated
    $0
    Hours/week
    3
  • Adina Owen

    MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Evan C Reese

    MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Cliona Mary Robb

    MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Matthew R Rudolphi

    ABA DELEGATE

    Total calculated
    $0
    Hours/week
    3
  • Holly Rachel Smith

    MEMBER

    Total calculated
    $0
    Hours/week
    3 + 2 related
  • Monique Watson

    MEMBER - STUDENT

    Total calculated
    $0
    Hours/week
    3
  • Jack Hannan

    CHIEF EXECUTIVE OFFICER (AS OF 5/22)

    Total calculated
    $178,467
    From this org
    $166,287
    From related orgs
    $0
    Other
    $12,180
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,287
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $12,180
    Filer's total
    $178,467
  • Lisa Levine

    CHIEF EXECUTIVE OFFICER (THRU 5/22)

    Total calculated
    $54,101
    From this org
    $54,101
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202313179349305076

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