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PEAK LOAD MANAGEMENT ALLIANCE INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PEAK LOAD MANAGEMENT ALLIANCE INC (EIN 65-1033432)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-03-29
IRS object ID
201710889349301271
Schema version
2016v3.0
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

FieldValueIRS element (for citing)
Return2017-03-29T18:48:44-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Keith C Rood CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1875 University AvenueAddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95825ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN651033432EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Peak Load Management Alliance IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPEAKBusinessNameControlTxt
Phone7076525333PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12065 Bennington DriveAddressLine1Txt
CityVallejoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94591ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVE HYLANDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7076525333PhoneNum
Signature2017-03-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEITH C ROOD CPAPreparerPersonNm
Phone9169294450PhoneNum
Preparation2017-03-29PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address73.220.130.197IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-03-29IPDt
IP Tm18:48:34IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD0F7FA3372D9B4C6A18E00439A03CC39EE500144AtSubmissionCreationDeviceId
At Submission Filing Device IdD0F7FA3372D9B4C6A18E00439A03CC39EE500144AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVE HYLANDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12065 Bennington DriveAddressLine1Txt
CityVallejoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94591ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$659,029GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.peaklma.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionThe Peak Load Management Alliance Inc. is organized and shall be operated as an association of persons (including corporations and associations) having a common business interest, the purpose of which is to promote such common business interest.ActivityOrMissionDesc
Voting Members Governing Body65VotingMembersGoverningBodyCnt
Voting Members Independent65VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers65TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$484,172PYProgramServiceRevenueAmt
CY Program Service Revenue$658,913CYProgramServiceRevenueAmt
CY Investment Income$116CYInvestmentIncomeAmt
PY Other Revenue$126PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$484,298PYTotalRevenueAmt
CY Total Revenue$659,029CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$533,357PYOtherExpensesAmt
CY Other Expenses$601,725CYOtherExpensesAmt
PY Total Expenses$533,357PYTotalExpensesAmt
CY Total Expenses$601,725CYTotalExpensesAmt
PY Revenues Less Expenses-$49,059PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$57,304CYRevenuesLessExpensesAmt
Total Assets BOY$202,680TotalAssetsBOYAmt
Total Assets EOY$324,876TotalAssetsEOYAmt
Total Liabilities BOY$106,930TotalLiabilitiesBOYAmt
Total Liabilities EOY$171,822TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$95,750NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$153,054NetAssetsOrFundBalancesEOYAmt
MissionThe Peak Load Management AllianceMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescPROVIDE A DIRECTORY AND INDUSTRY INFORMATION FOR THE BENEFIT OF THE ENERGY INDUSTRY, SPECIFICALLY DEMAND RESPONSE PRACTITIONERS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescANNUAL FALL AND SPRING CONFERENCES FOCUSING ON REGULATORY AND POLICY UPDATES FROM FERC, NERC AND ERCOT AS WELL AS KNOWLEDGE SHARING FROM MARKET PRACTITIONERS, TECHNOLOGY FIRMS AND UTILITIES ACTIVE IN THE DEMAND RESPONSE MARKETPLACE.Desc
FieldValueIRS element (for citing)
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxYes (true)SubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members65GoverningBodyVotingMembersCnt
Independent Voting Member65IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonED THOMASPersonNm
Phone7076525333PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12065 Bennington DriveAddressLine1Txt
CityVallejoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94591ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RICHARD PHILIP
Board Chair8.00Yes (X)Yes (X)$0$0$0
MICHAEL BROWN
Board Vice Chair6.00Yes (X)Yes (X)$0$0$0
DAVE HYLAND
Treasurer6.00Yes (X)Yes (X)$0$0$0
JOSEPH CHILDS
Secretary6.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmt
Memberships611710$289,150
Conference611710$347,708
Training611710$22,055
FieldValueIRS element (for citing)
Total Program Service Revenue$658,913TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$116TotalRevenueColumnAmt
Exclusion$116ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$659,029TotalRevenueColumnAmt
Related Or Exempt Func Income$658,913RelatedOrExemptFuncIncomeAmt
Exclusion$116ExclusionAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$148,477TotalAmt
Management And General$148,477ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,919TotalAmt
Management And General$2,919ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,886TotalAmt
Management And General$8,886ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,820TotalAmt
Management And General$7,820ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$244,548TotalAmt
Program Services$244,548ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,105TotalAmt
Management And General$3,105ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
Bank & Credit Card Fees$15,676$15,676
Communications$8,619$8,619
Member Services$30,417$30,417
Workshops & Training$63,658$63,658

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$67,600TotalAmt
Program Services$67,600ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$601,725TotalAmt
Program Services$406,223ProgramServicesAmt
Management And General$195,502ManagementAndGeneralAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$50,968BOYAmt
EOY$199,288EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$125,462BOYAmt
EOY$125,588EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$26,250BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$202,680BOYAmt
EOY$324,876EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$106,930BOYAmt
EOY$171,822EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$106,930BOYAmt
EOY$171,822EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$95,750BOYAmt
EOY$153,054EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$95,750BOYAmt
EOY$153,054EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$202,680BOYAmt
EOY$324,876EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$57,304ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues NondedfalseSubstantiallyAllDuesNondedInd
Only In House LobbyingYes (true)OnlyInHouseLobbyingInd
Agree Carryover Prior YearfalseAgreeCarryoverPriorYearInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 1aAll 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 4Adjusted the By-Laws to conform to the membership policy adopted by the board of directors. Updated language to reflect best practices of non-profit organizations, changes in law, and policies adopted by the board of directors.
Pt VI, Line 6There are two types of memberships, Seated Members and At-Large Members.
Pt VI, Line 7aSeated Members (Advisor 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 11bForm 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 12cIn 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 commitees 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.
Form 990, Part IX, Line 24eManagement-Member Services Support 67600. 67600.

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