INTERNATIONAL DISTRICT ENERGY ASSN: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL DISTRICT ENERGY ASSN (EIN 52-1918849)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-22
- IRS object ID
- 201902349349300400
- Schema version
- 2018v3.1
- 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 | 2019-08-22T06:47:34-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271543803 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUBE & HAZELWOOD PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 ERDMAN WAY SUITE 212 | AddressLine1Txt |
| City | LEOMINSTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 014531818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521918849 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL DISTRICT ENERGY ASSOC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 5083669339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 WEST PARK DRIVE SUITE 350 | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT P THORNTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5083669339 | PhoneNum |
| Signature | 2019-08-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID W DUBE | PreparerPersonNm |
| PTIN | P00535824 | PTIN |
| Phone | 9785370716 | PhoneNum |
| Preparation | 2019-08-19 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.123.32.13 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-22 | IPDt |
| IP Tm | 06:47:34 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2C673C65E39E852F8094000A42DEB71D3C2623F2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 35AA2E30457E2E8C0C6CFEFEF2C415277B8D90EA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | ROBERT P THORNTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 LYMAN STREET | AddressLine1Txt |
| Address Line2 | SUITE 230 | AddressLine2Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,640,692 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.DISTRICTENERGY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1909 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | IDEA FOSTERS THE SUCCESS OF ITS MEMBERS AS LEADERS IN PROVIDING RELIABLE, ECONOMICAL, EFFICIENT AND ENVIRONMENTALLY SOUND DISTRICT ENERGY SERVICES. WE PROMOTE ENERGY EFFICIENCY AND ENVIRONMENTAL QUALITY THROUGH THE ADVANCEMENT OF DISTRICT HEATING, DISTRICT COOLING AND COGENERATION (ALSO KNOWN AS COMBINED HEAT AND POWER OR CHP) AND WE ACTIVELY LOBBY TO SECURE FAVORABLE POLICIES, LEGISLATION AND REGULATIONS FOR DISTRICT ENERGY AND MICROGRIDS SYSTEMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,410 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,430 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,638,527 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,599,597 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,446 | PYInvestmentIncomeAmt |
| CY Investment Income | $39,665 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,654,383 | PYTotalRevenueAmt |
| CY Total Revenue | $4,640,692 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,312,376 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,403,719 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,005,952 | PYOtherExpensesAmt |
| CY Other Expenses | $2,828,194 | CYOtherExpensesAmt |
| PY Total Expenses | $4,320,328 | PYTotalExpensesAmt |
| CY Total Expenses | $4,234,913 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $334,055 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $405,779 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,934,162 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,438,417 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,651 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $118,127 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,914,511 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,320,290 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IDEA FOSTERS THE SUCCESS OF ITS MEMBERS AS LEADERS IN PROVIDING RELIABLE, ECONOMICAL, EFFICIENT AND ENVIRONMENTALLY SOUND DISTRICT ENERGY SERVICES. WE PROMOTE ENERGY EFFICIENCY AND ENVIRONMENTAL QUALITY THROUGH THE ADVANCEMENT OF DISTRICT HEATING, DISTRICT COOLING AND COGENERATION (ALSO KNOWN AS COMBINED HEAT AND POWER OR CHP) AND WE ACTIVELY LOBBY TO SECURE FAVORABLE POLICIES, LEGISLATION AND REGULATIONS FOR DISTRICT ENERGY AND MICROGRIDS SYSTEMS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | PUBLICATIONS, INFORMS MEMBERS OF ACCOMPLISHMENTS OF THE ASSOCIATION AND NEW DEVELOPMENTS IN THE INDUSTRY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL CONFERENCE, OPPORTUNITIES FOR MEMBERS, AND COMMITTEES TO GATHER AND DISCUSS NEW DEVELOPMENTS IN THE INDUSTRY AND SHARE IDEAS FOR IMPROVEMENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATIONAL TRAINING, TO EXCHANGE AND DISTRIBUTE INFORMATION TO MEMBERS OF THE ASSOCIATION. | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | 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 | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | AE | ForeignCountryCd |
| 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | 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 | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (true) | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| 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 | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL DISTRICT ENERGY ASSOC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5083669339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 WEST PARK DRIVE SUITE 350 | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| TOM NYQUIST | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE RIEMER | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AHMAD BIN SHAFAR | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT CLARK | |||||||
| VICE CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAN DIXON | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK VOGLER | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD DAMECOUR | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLYLE COUTINHO | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TRAVIS HICKFORD-KULAK | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM LODGE | |||||||
| CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHRIS LYONS | |||||||
| PAST CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT MANNING | |||||||
| SECRETARY/TR | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NINA AXELSON | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER POTTER | |||||||
| 2ND VICE CHA | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOAN KOWAL | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MEGHAN RIESTERER | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK DAVIN | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HENRY JOHNSTONE | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN FOX | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM PEER | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID WOODSON | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MUSTO | |||||||
| AT LARGE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT P THORNTON | |||||||
| PRESIDENT | 40.00 | $514,815 | $0 | $46,535 | Yes (X) | ||
| LAXMI RAO | |||||||
| EMPLOYEE | 40.00 | $175,096 | $0 | $9,073 | Yes (X) | ||
| CHERYL JACQUES | |||||||
| EMPLOYEE | 40.00 | $160,780 | $0 | $26,026 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $850,691 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $81,634 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KOZEL CONSULTING LLC | |||||
| 7386 FAIRWAY LANE | PARKER | CO | 80134 | CONSULTING | $116,740 |
| DRINKER BIDDLE & REATH LLP | |||||
| 1 LOGAN SQUARE STE 2000 | PHILADELPHIA | PA | 19103 | LEGAL SERVICES | $112,015 |
| CUSTOM MADE MEETINGS | |||||
| 4 REGENT CIRCLE | FRANKLING | MA | 02038 | MANAGEMENT | $101,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,430 | AllOtherContributionsAmt |
| Total Contributions | $1,430 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ANNUAL CONFERENCE | $2,521,932 | $2,521,932 | |
| MEMBERSHIP DUES & ASSESSMENTS | $1,154,158 | $1,154,158 | |
| SPONSORHIPS | $733,330 | $733,330 | |
| PUBLICATIONS | $117,241 | $117,241 | |
| MISCELLANEOUS PROGRAMS | $72,936 | $72,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,599,597 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,665 | TotalRevenueColumnAmt |
| Exclusion | $39,665 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,640,692 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,344,335 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $3,294,927 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,195,470 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,721 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,268 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,260 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,264 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,000 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,083 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,740 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,411 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,126 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,782 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,410,829 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,691 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,055 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CONSULTANTS AND RESEARCH | $356,408 |
| COMMUNICATIONS/PUBLICATIO | $334,216 |
| CREDIT CARD PROCESSING | $105,344 |
| MANAGEMENT SERVICES | $27,245 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,234,913 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,170,158 | BOYAmt |
| EOY | $1,118,598 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,749,105 | BOYAmt |
| EOY | $2,288,770 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $178,731 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $171,523 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,899 | BOYAmt |
| EOY | $7,208 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $23,841 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,934,162 | BOYAmt |
| EOY | $3,438,417 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,651 | BOYAmt |
| EOY | $118,127 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,651 | BOYAmt |
| EOY | $118,127 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,780,879 | BOYAmt |
| EOY | $3,186,658 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,632 | BOYAmt |
| EOY | $133,632 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,914,511 | BOYAmt |
| EOY | $3,320,290 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,934,162 | BOYAmt |
| EOY | $3,438,417 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $405,779 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| 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 | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
| Dues Assessments | $1,154,158 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $10,083 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $10,083 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $692,495 | AggregateReportedDuesNtcAmt |
| Taxable | -$682,412 | TaxableAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $178,731 | OtherCostOrOtherBasisAmt |
| Depreciation | $171,523 | DepreciationAmt |
| Book Value | $7,208 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,208 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $4,640,692 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $4,640,692 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $4,640,692 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,234,913 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $4,234,913 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $4,234,913 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| DUBAI | PROGRAM SERVICES | ANNUAL CONFERENCE | $270,597 |
| VANCOUVER, BC CANADA | PROGRAM SERVICES | ANNUAL CONFERENCE | $574,937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $845,534 | SubtotalSpentAmt |
| Total Spent | $845,534 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PAGE 1, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | DUBAI 270,597 0 VANCOUVER, BC CANADA 574,937 0 | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| ROBERT P THORNTON | |||||
| PRESIDENT | $309,515 | $205,300 | $36,229 | $10,306 | $561,350 |
| LAXMI RAO | |||||
| EMPLOYEE | $156,660 | $18,436 | $9,073 | $184,169 | |
| CHERYL JACQUES | |||||
| EMPLOYEE | $135,780 | $25,000 | $25,720 | $306 | $186,806 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PAGE 1, PART I, LINE 1A | THE ASSOCIATION WILL PAY FOR FIRST-CLASS OR BUSINESS CLASS, BUT ONLY WHEN DISCOUNTS OR COUPONS ARE READILY AVAILABLE, OR INVOLVING INTERNATIONAL OR OVERNIGHT TRAVEL. THE ASSOCIATION WILL GROSS UP LIFE INSURANCE TO COVER THE PREMIUM AND THE ASSOCIATED TAXES. |
| SCHEDULE J, PAGE 1, PART I, LINE 1B | AS DESCRIBED IN THE PRESIDENT'S EMPLOYMENT AGREEMENT, "THE ASSOCIATION WILL PAY, OR REIMBURSE MR. THORNTON FOR REASONABLE BUSINESS EXPENSES INCURRED BY MR. THORNTON WHICH ARE DIRECTLY RELATED TO THE PERFORMANCE OF HIS DUTIES OF EMPLOYMENT, SUBJECT TO TIMELY SUBMISSION BY MR. THORNTON OF PAYMENT OR REIMBURSEMENT REQUESTS AND APPROPRIATE DOCUMENTATION, AS WELL AS REVIEW BY THE ASSOCIATION'S TREASURER." |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | IDEA FOSTERS THE SUCCESS OF ITS MEMBERS AS LEADERS IN PROVIDING RELIABLE, ECONOMICAL, EFFICIENT AND ENVIRONMENTALLY SOUND DISTRICT ENERGY SERVICES. WE PROMOTE ENERGY EFFICIENCY AND ENVIRONMENTAL QUALITY THROUGH THE ADVANCEMENT OF DISTRICT HEATING, DISTRICT COOLING AND COGENERATION (ALSO KNOWN AS COMBINED HEAT AND POWER OR CHP) AND WE ACTIVELY LOBBY TO SECURE FAVORABLE POLICIES, LEGISLATION AND REGULATIONS FOR DISTRICT ENERGY AND MICROGRIDS SYSTEMS. |
| FORM 990, PART V, LINE 4B | UNITED ARAB EMIRATES |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE ASSOCIATION HAS MEMBERS WHO PAY ANNUAL DUES. |
| FORM 990, PAGE 6, PART VI, LINE 7A | MEMBERS WHOSE DUES ARE PAID IN FULL, "IN GOOD STANDING," ARE ACCORDED THE RIGHT TO NOMINATE MEMBERS TO SERVE ON THE BOARD OF DIRECTORS AND TO VOTE FOR NOMINATED CANDIDATES FOR VOLUNTARY SERVICE ON THE BOARD. THE ELECTION OF DIRECTORS IS GOVERNED IN THE ASSOCIATION BYLAWS WHICH CALLS FOR A SLATE OF CANDIDATES TO BE DEVELOPED BY THE NOMINATING COMMITTEE, CHAIRED BY THE IMMEDIATE PAST CHAIR, AND THE SLATE TO BE PRESENTED TO MEMBERS AT LEAST THIRTY (30) DAYS PRIOR TO THE ANNUAL MEETING OF THE ASSOCIATION, WHICH IS HELD AT THE ANNUAL CONFERENCE EACH YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 7B | SPECIAL MEETINGS OF THE MEMBERS MAY BE CALLED AT ANY TIME AND PLACE SELECTED BY THE BOARD OR UPON WRITTEN APPLICATION OF MEMBERS REPRESENTING AT LEAST TEN PERCENT (10%) OF THE SMALLEST QUORUM OF MEMBERS, REQUIRED FOR A VOTE, UPON ANY MATTER, AT THE ANNUAL MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 9 | TOM NYQUIST PRINCETON UNIVERSITY MACMILLAN BLDG. PRINCETON, NJ 08544 JOE RIEMER 3600 PAMMEL CREEK ROAD LA CROSSE, WI 54601 AHMAD BIN SHAFAR SECOND DECEMBER RD. JUMEIRAH 1, DUBAI, 8081, AE SCOTT CLARK 6500 WEST FREEWAY, SUITE 700 FORT WORTH, TX 76116 DAN DIXON PO BOX 80869 LINCOLN, NE 68501 MARK VOGLER 366 KENTUCKY AVE INDIANAPOLIS, IN 46225 RICHARD DAMECOUR 3901 HIGHWAY 7, SUITE 300 WOODBRIDGE, ON L4L 8L5, CA CARLYLE COUTINHO 333 BAY STREET, SUITE 710 TORONTO, ON M5H 2R2, CA TRAVIS HICKFORD-KULAK 19900 84 AVE LANGLEY, BC V2Y 3C2, CA JIM LODGE 1 EAST WASHINGTON ST, SUITE 280 PHOENIX, AZ 85004 CHRIS LYONS 9330 SKY PARK CT., SP3Q SAN DIEGO, CA 92123 ROBERT MANNING 46 BLACKSTONE STREET CAMBRIDGE, MA 02139 NINA AXELSON 305 ST. PETER STREET ST. PAUL, MN 55102 CHRISTOPHER POTTER 25 E STREET, SE WASHINGTON, DC 20003 JOAN KOWAL 301 FM DRIVE ATLANTA, GA 30322-1012 MEGHAN RIESTERER 173 WEST LORAIN STREET OBERLIN, OH 44074 PATRICK DAVIN ONE SABOL WAY MOUNT LAUREL, NJ 08054 HENRY JOHNSTONE 2939 E. BROADWAY BLVD. TUCSON, AZ 85716 KEVIN FOX 777 MAIN STREET FORT WORTH, TX 76102 TIM PEER 10 CABOT ROAD MEDFORD, MA 02155 DAVID WOODSON 2260 WEST MALL VANCOUVER, BC V6T 1Z4, CA DAVID MUSTO 84 TWIN RIVERS DRIVE EAST WINDSOR, NJ 08520 |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 WAS REVIEWED BY THE PRESIDENT AND EXECUTIVE COMMITTEE. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL DIRECTORS AND OFFICERS ARE ANNUALY SENT A COPY OF THE IDEA CONFLICT OF INTEREST POLICY AND REQUIRED TO SIGN AND RETURN AN ACKNOWLEDGEMENT TO THE OFFICE OF THE ORGANIZATION'S COUNSEL. RESULTS ARE RECORDED ANNUAL BY THE COUNSEL. THE ANTI-TRUST STATEMENT IS READ PRIOR TO ALL BOARD MEETINGS. THE CONFLICT OF INTEREST POLICY IS ISSUED TO ALL CURRENT AND NOMINATED BOARD MEMBERS PRIOR TO THE ANNUAL BUSINESS MEETING AND REINFORCED AT BOARD OF DIRECTOR MEETINGS REGULARLY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE COMMITTEE, LED BY THE CURRENT CHAIR, IS ASSIGNED RESPONSIBILITY FOR SETTING AND NEGOTIATING COMPENSATION FOR THE PRESIDENT. AS OF APRIL 8, 2014 A NEW FIVE YEAR CONTRACT EXTENSION WAS AUTHORIZED FOR THE PERIOD JANUARY 1, 2014 TO DECEMBER 31, 2018. THE COMPENSATION REVIEW PROCESS UNDERTAKEN BY THE EXECUTIVE COMMITTEE CONSIDERED COMPARABLE COMPENSATION LEVELS FOR SIMILARLY SITUATED NON-PROFIT INDUSTRY ASSOCIATIONS USING MULTIPLE SOURCES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | BYLAWS ARE POSTED ON THE ASSOCIATION'S WEBSITE AND ARE ISSUED TO ALL INCOMING BOARD MEMBERS. ANTI-TRUST POLICY IS A WRITTEN DOCUMENT AND ISSUED TO INCOMING MEMBERS. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. CONFLICT OF INTEREST POLICY AND FORMS ARE ISSUED AND AUTHORIZED BY THE PRESIDENT AND ALL MEMBERS OF THE BOARD OF DIRECTORS ANNUALLY. ANTI- TRUST POLICY IS RECEIVED AT THE BEGINNING OF ALL MEETINGS OF THE BOARD OF DIRECTORS, EXECUTIVE COMMITTEE, AND GENERAL MEETING OF THE MEMBERS. |