PEAK LOAD MANAGEMENT ALLIANCE INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PEAK LOAD MANAGEMENT ALLIANCE INC (EIN 65-1033432)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-12
- IRS object ID
- 202111029349300511
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-12T06:50:39-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fontana CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13007 W Linebaugh Ave | AddressLine1Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651033432 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Peak Load Management Alliance Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEAK | BusinessNameControlTxt |
| Phone | 7076525333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 592 | AddressLine1Txt |
| City | Plainfield | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46168 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Troy Eicheberger | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 7076525333 | PhoneNum |
| Signature | 2021-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Troy | PersonFirstNm |
| Person Last | Eicheberger | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000000000 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Eric Fontana | PreparerPersonNm |
| PTIN | P01867525 | PTIN |
| Phone | 7277999533 | PhoneNum |
| Preparation | 2021-03-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Troy Eicheberger | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 592 | AddressLine1Txt |
| City | Plainfield | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46168 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $638,151 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | peakload.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | Peak Load Management Alliance (PLMA) seeks to advance practical applications of dynamic load management and distributed energy resources by providing a forum where members educate each other and explore innovative approaches to program delivery, pricing constructs, and technology adoption. | ActivityOrMissionDesc |
| Voting Members Governing Body | 114 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 114 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 321 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,129,526 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $635,982 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,543 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,169 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,122 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,139,191 | PYTotalRevenueAmt |
| CY Total Revenue | $638,151 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $946,411 | PYOtherExpensesAmt |
| CY Other Expenses | $764,245 | CYOtherExpensesAmt |
| PY Total Expenses | $946,411 | PYTotalExpensesAmt |
| CY Total Expenses | $764,245 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $192,780 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$126,094 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $709,207 | TotalAssetsBOYAmt |
| Total Assets EOY | $583,525 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,653 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,065 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $699,554 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $573,460 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Peak Load Management Alliance (PLMA) seeks to advance practical applications of dynamic load management and distributed energy resources by providing a forum where members educate each other and explore innovative approaches to program delivery, pricing constructs, and technology adoption. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | Annual fall and spring conferences focusing on policy updates as well as knowledge sharing from market practitioners, technology firms and utilities active in the demand response marketplace. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Production of reports such as whitepapers, annual report, webinars, podcasts, and other material to inform demand management practitioners. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Training sessions provide in-depth knowledge to leverage wholesale energy market models to design efficient demand response programs and adapt to the role of Distributed Energy Resources and Storage in electric markets. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 114 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 114 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rich Philip | PersonNm |
| Phone | 7076525333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 592 | AddressLine1Txt |
| City | Plainfield | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46168 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Michael Brown | ||||||
| Board Chair | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Richard Barone | ||||||
| Board Vice Chair | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Troy Eichenberger | ||||||
| Treasurer | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Joseph Childs | ||||||
| Secretary | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Edward Thomas | ||||||
| Executive Director 1/1/20 - 4/30/20 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Rich Philip | ||||||
| Executive Director 5/1/20 - 12/31/20 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UtilityExchangeorg Inc | |||||
| 2065 Bennington Dr | Vallejo | CA | 94591 | Management Services | $351,459 |
| RAP Management Services | |||||
| 5289 Oakbrook Dr | Plainfield | IN | 46168 | Management Services | $122,050 |
| Marketing Strategy Communications | |||||
| 201 West Ponce de Leon Ave 701 | Decatur | GA | 30030 | Development Services | $101,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Membership | 611710 | $539,560 | $0 | $0 |
| Conferences | 611710 | $79,570 | $0 | $0 |
| Training | 611710 | $16,852 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $635,982 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,169 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,169 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $638,151 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $635,982 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,169 | ExclusionAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,509 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $473,509 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $539 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,364 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $13,364 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,250 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $101,250 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,955 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,955 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,356 | TotalAmt |
| Program Services | $38,356 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,751 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,751 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Bank & Credit Card Fees | $11,107 | $0 | $11,107 | $0 |
| Communications | $7,642 | $0 | $7,642 | $0 |
| Member Services | $85,694 | $85,694 | $0 | $0 |
| Gifts | $102 | $0 | $102 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,976 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $24,976 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $764,245 | TotalAmt |
| Program Services | $124,050 | ProgramServicesAmt |
| Management And General | $640,195 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,182 | BOYAmt |
| EOY | $145,739 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $523,025 | BOYAmt |
| EOY | $374,854 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $62,932 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $709,207 | BOYAmt |
| EOY | $583,525 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,653 | BOYAmt |
| EOY | $10,065 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,653 | BOYAmt |
| EOY | $10,065 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $699,554 | BOYAmt |
| EOY | $573,460 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $699,554 | BOYAmt |
| EOY | $573,460 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $709,207 | BOYAmt |
| EOY | $583,525 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$126,094 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (true) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Edward Thomas | |||||||||||||
| $14,840 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,840 | $0 | $0 | $0 |
| Rich Philip | |||||||||||||
| $109,600 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $109,600 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other | Part II - Edward Thomas served as Executive Director of Peak Load Management Alliance Inc January 1,2020 - April 30, 2020 under contract with UtilityExchange.org Inc. His salary of $14,840 is inclusive of the compensation provided to Utility Exchange ($351,459) in Part VIII Section B. |
| Other | Part II - Rich Philip served as Executive Director of Peak Load Management Alliance Inc May 1,2020 - December 31, 2020 under contract with RAP Management Services. His salary of $109,600 is inclusive of the compensation provided to RAP Management Services ($122,050) in Part VIII Section B. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 1a | All seated members are entitled to vote on governance and major issues. The membership has given authority for daily operations to the executive committee. |
| Pt VI, Line 6 | There are two types of memberships, Seated Members and At-Large Members. |
| Pt VI, Line 7a | Seated Members (Advising and Sustaining) - Each member organization in this class is entitled to appoint one representative to hold a seat on the Board of Directors. These shall be known as Seated Directors (with voting rights). At-Large Members (Affiliate and Academic) - Each member organization in this class is entitled to appoint one representative as a liaison to the Board of Directors who may attend board meetings, but will not have voting rights. These appointees shall be known as Representatives At-Large. |
| Pt VI, Line 11b | Form 990 will be reviewed by the Executive Director and the Treasurer. A copy of the Form 990 will be distributed to the Board Chair and Board Vice Chair. The remaining Executive Committee, Committee Chairs and Board Members may review the Form 990 upon request. |
| Pt VI, Line 12c | In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest or other interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining board or committee members shall decide if a conflict of interest exists. After disclosure of the financial interest or other interest and all material facts, and after any discussion with the interested person, he/she shall leave the governing board or committee meeting while determination of a conflict of interest is discussed and voted upon. |
| Pt VI, Line 19 | Upon request |
| Pt VI, Line 3 | Peak Load Management Alliance Inc. (PLMA) was under contract with UtilityExchange.org, Inc. for management services. UtilityExchange.org Inc. provided the following management services to PLMA: Manages the organization and obtains such services and resources as are necessary to achieve the strategic goals and budget of PLMA. Edward Thomas is the President & Executive Director of UtilityExchange.org Inc and he was the Executive Director for Peak Load Management Alliance Inc January 1, 2020 - April 30, 2020. Mr. Thomas received compensation in the amount of $14,840 during 2020 from UtilityExchange.org Inc for his management services provided to PLMA. |
| Pt VI, Line 3 | Peak Load Management Alliance Inc. (PLMA) is under contract with RAP Management Services for management services. RAP Management Services provides the following management services to PLMA: Manages the organization and obtains such services and resources as are necessary to achieve the strategic goals and budget of PLMA. Rich Philip is the President & Executive Director of RAP Management Services and he was the Executive Director for Peak Load Management Alliance Inc May 1, 2020 - December 31, 2020. Mr. Philip received compensation in the amount of $109,600 during 2020 from RAP Management Services for his management services provided to PLMA. |
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