PEAK LOAD MANAGEMENT ALLIANCE INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: PEAK LOAD MANAGEMENT ALLIANCE INC (EIN 65-1033432)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-09
IRS object ID: 201311299349301411
Schema version: 2012v2.0
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
Form 990
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-09T09:36:10-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ACCOUNTING OFFICES	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	875 UNIVERSITY AVENUE	AddressLine1
City	SACRAMENTO	City
State	CA	State
ZIP Code	95825	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	651033432	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	PEAK LOAD MANAGEMENT ALLIANCE INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	PEAK	NameControl
Phone	7076525333	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2065 BENNINGTON DRIVE	AddressLine1
City	VALLEJO	City
State	CA	State
ZIP Code	94591	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DAVE HYLAND	Name
Title	TREASURER	Title
Phone	7076525333	Phone
Date Signed	2013-04-22	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	KEITH C ROOD CPA	Name
Phone	9169294450	Phone
Date Prepared	2013-05-09	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	X	AddressChange
Name Of Principal Officer Person	DAVE HYLAND	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	2065 BENNINGTON DRIVE	AddressLine1
City	VALLEJO	City
State	CA	State
ZIP Code	94591	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	248936	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	www.peaklma.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1999	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	The Peak Load Management Alliance is an Association dedicated to provide education, resources and advocacy towards critical energy management initiatives for demand response practitioners.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	39	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	39	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	39	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	278546	ProgramServiceRevenuePriorYear
Program Service Revenue CY	248813	ProgramServiceRevenueCY
Investment Income Prior Year	238	InvestmentIncomePriorYear
Investment Income Current Year	123	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	278784	TotalRevenuePriorYear
Total Revenue Current Year	248936	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	227650	OtherExpensePriorYear
Other Expenses Current Year	249169	OtherExpensesCurrentYear
Total Expenses Prior Year	227650	TotalExpensesPriorYear
Total Expenses Current Year	249169	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	51134	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-233	RevenuesLessExpensesCY
Total Assets BOY	92598	TotalAssetsBOY
Total Assets EOY	93041	TotalAssetsEOY
Total Liabilities BOY	34868	TotalLiabilitiesBOY
Total Liabilities EOY	35544	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	57730	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	57497	NetAssetsOrFundBalancesEOY
Mission Description	The Peak Load Management Alliance	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Description	PROVIDE A DIRECTORY AND INDUSTRY INFORMATION FOR THE BENEFIT OF THE ENERGY INDUSTRY, SPECIFICALLY DEMAND RESPONSE PRACTITIONERS.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Description	ANNUAL 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.	Description

Field	Value	IRS element (for citing)
Described In501 C3	false	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	39	NbrVotingGoverningBodyMembers
Number Independent Voting Members	39	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	true	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	ED THOMAS	NamePerson
Telephone Number	7076525333	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	2065 BENNINGTON DRIVE	AddressLine1
City	VALLEJO	City
State	CA	State
ZIP Code	94591	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (25 entries)

TitleTitle	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer
PAUL TYNO
Board Chair	X
RICHARD PHILIP
Board Vice Chair	X
DAVE HYLAND
Treasurer	X
ED THOMAS
Executive Director	X
JOSEPH CHILDS
Executive Committee		X
ROSS MAIME
Executive Committee		X
DICK PETERSON
Executive Committee		X
STUART SCHARE
Executive Committee		X
BILL JACKSON
Membership Chair		X
PETER WEIGAND
Marketing Chair		X
GREG WIKIER
Awards Chair		X
JOEL GILBERT
Board Member		X
JOSEPH O'MALLEY
Board Member		X
CARLOS BRAVO
Board Member		X
PAUL DONAHUE
Board Member		X
JOHN JOHNSON
Board Member		X
GIL TERDIMAN
Board Member		X
JASON CIGARRAN
Board Member		X
MICHAEL BROWN
Board Member		X
MICHAEL HARRINGTON
Board Member		X
ALEX KINNIER
Board Member		X
RANDY PALOMBI
Board Member		X
DENISE KUEHN
Board Member		X
STEVE ROSENSTOCK
Board Member		X
PAUL MILES
Board Member		X

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn
Memberships	611710	78042
2011 Law Conference	611710	195
Spring Conference	611710	72641
Fall Conference	611710	93255
Webinar Workshops	611710	4680

Field	Value	IRS element (for citing)
Total Program Service Revenue	248813	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	123	TotalRevenueColumn
Exclusion	$123	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	248936	TotalRevenueColumn
Related Or Exempt Function Income	248813	RelatedOrExemptFunctionIncome
Exclusion	$123	ExclusionAmount

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	100102	Total
Program Services	100102	ProgramServices

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	1650	Total
Management And General	1650	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	597	Total
Program Services	597	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	4336	Total
Management And General	4336	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	132786	Total
Program Services	111016	ProgramServices
Management And General	21770	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	1196	Total
Management And General	1196	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
Credit Card Processing Fees	5526	5526
Bank Service Charges	7		7
Recognition Awards	2899	2899
Licenses and Permits	70	70

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	249169	Total
Program Services	220210	ProgramServices
Management And General	28959	ManagementAndGeneral

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	40285	BOY
EOY	8842	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	50284	BOY
EOY	82854	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	2029	BOY
EOY	1345	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	92598	BOY
EOY	93041	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	2409	BOY
EOY	126	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	32459	BOY
EOY	35418	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	34868	BOY
EOY	35544	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	57730	BOY
EOY	57497	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	57730	BOY
EOY	57497	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	92598	BOY
EOY	93041	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-233	ReconcilationRevenueExpenses
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	false	FSAudited
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifier	ExplanationExplanation
Pt VI, Line 11b	Form 990 will be reviewed by the Executive Director and the Treasurer.
	A copy of the Form 990 will distributed to the Board Chair and
	Board Vice Chair. The remaing Executive Committee, Committee
	Chairs and Board Members may review the Form 990 upon request.
Form 990, Part VI, Line 9	PAUL TYNO 75 DALEWOOD DRIVE AMHERST NY 14228 RICHARD PHILIP 1000 E. MAIN ST. PLAINFIELD IN 46168 DAVE HYLAND 7676 BRADBURY PLACE DUBLIN OH 43107

PEAK LOAD MANAGEMENT ALLIANCE INC: Form 990, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990 IRS990

Address Principal Officer US AddressPrincipalOfficerUS

Activity2 Activity2

The Books Are In Care Of TheBooksAreInCareOf

Address US AddressUS

Form990 Part VII Section A Form990PartVIISectionA (25 entries)

Program Service Revenue ProgramServiceRevenue (5 entries)

Investment Income InvestmentIncome

Total Revenue TotalRevenue

Fees For Services Management FeesForServicesManagement

Fees For Services Accounting FeesForServicesAccounting

Advertising Advertising

Office Expenses OfficeExpenses

Conferences Meetings ConferencesMeetings

Insurance Insurance

Other Expenses OtherExpenses (4 entries)

Total Functional Expenses TotalFunctionalExpenses

Cash Non Interest Bearing CashNonInterestBearing

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Accounts Receivable AccountsReceivable

Total Assets TotalAssets

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Deferred Revenue DeferredRevenue

Total Liabilities TotalLiabilities

Unrestricted Net Assets UnrestrictedNetAssets

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Comments