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.

68¢ of each $1 spent went to programs.
Run by 272 volunteers and 3 employees.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $61K a year · 5% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
68%
of spending
Fine: 68% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$286K
to officers and key staff · 14% of spending
Looks good: pay to officers and key staff is 14% of spending; 15% or less.
Pt VII · Sec A
6 mo
of spending, in cash
Looks good: 6.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $13K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$88K
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.3M
+21% vs prior year
Spent
$2.1M
To programs
68%
Net assets
$1.0M
By yearFY2020–FY2024
Revenue
$2.3M
FY2024▲ +21%
Tap a bar for its year
Revenue by fiscal year
FY2020$638K
FY2021$602K
FY2022$1.1M
FY2023$1.9M
FY2024$2.3M
Expenses
$2.1M
FY2024▲ +36%
Tap a bar for its year
Expenses by fiscal year
FY2020$764K
FY2021$587K
FY2022$1.2M
FY2023$1.5M
FY2024$2.1M
Net assets
$1.0M
FY2024▲ +21%
Tap a bar for its year
Net assets by fiscal year
FY2020$573K
FY2021$589K
FY2022$499K
FY2023$832K
FY2024$1.0M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2002.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

68 cents of each dollar spent went to programs.

Program services 68% · $1.4M Management & general 32% · $680K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990; $286K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$152,396Pt VII · Sec A
Highest Compensated Employee
$133,732Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
Board Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Rich Philip’s $152K as Executive Director is at the 47th percentile of top reported officer pay among 2832 $1–10M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021
Rich Philip$152,396$137,500$137,500$151,250
Judith Knight—$122,500$122,500$134,749
Lindsay J Knight$133,732———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Peak Load Management Alliance INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promotes smart energy use and new technologies through member education and idea sharing.

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Provided by the organization

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3 programs · in their own filed words · FY2024
01

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.

Pt IX · col B
02

Semi-annual conferences and special topic symposia focusing on policy updates as well as knowledge sharing from market practitioners, technology firms and utilities active in the demand response marketplace.

Pt IX · col B
03

Production of reports such as whitepapers, annual report, webinars, podcasts, and other material to inform demand management practitioners.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$13K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$2.3M
Ln 12
Fees for servicesLn 2g$2.2M
Investment incomeLn 3$44K
Money outPt IX
$2.1M
Ln 25
Programscol B$1.4M
Managementcol C$680K
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$1.1M
LiabilitiesLn 26$88K
PeoplePt VI, VII
6
listed · VII A
PaidVII A2
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$2.2M
Investment incomeLn 3$44K
Total revenueLn 12$2.3M
Assets in detailPt X, end of year
CashLn 1$150K
SavingsLn 2$924K
Cash and savings togetherLn 1–2$1.1M
Total assetsLn 16$1.1M
LiabilitiesLn 26$88K
Net assetsLn 32$1.0M
OperationsPt I, VI
EmployeesI 53
VolunteersI 6272
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$892K$1.1M
Total assetsLn 16$901K$1.1M
LiabilitiesLn 26$70K$88K
Net assetsLn 32$832K$1.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$447K$0$447K$0
Pension plan contributionsLn 8$23K$0$23K$0
Other employee benefitsLn 9$18K$0$18K$0
Payroll taxesLn 10$36K$0$36K$0
Legal feesLn 11b$602$0$602$0
Accounting feesLn 11c$27K$0$27K$0
Advertising and promotionLn 12$10K$0$10K$0
Office expensesLn 13$3K$0$3K$0
TravelLn 17$18K$18K$0$0
Conferences, conventions and meetingsLn 19$1.2M$1.2M$0$0
InsuranceLn 23$4K$0$4K$0
Other expenses (24a–d)Ln 24$342K$235K$106K$0
All other expensesLn 24e$6K$0$6K$0
Total functional expensesLn 25$2.1M$1.4M$680K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $2.3M$2.1M$171K$1.0M 990 PDF
FY2023 $1.9M$1.5M$335K$832K 990 PDF
FY2022 $1.1M$1.2M−$90K$499K 990 PDF
FY2021 $602K$587K$15K$589K 990 PDF
FY2020 $638K$764K−$126K$573K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $2,279,680 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $1,858,285$2,236,108
I-10 Investment incomePrior year $22,460$43,572
I-11 Other revenuePrior year $4,036$0
I-12 Total revenuePrior year $1,884,781$2,279,680
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $472,551$523,113
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,077,447$1,585,864
I-18 Total expensesPrior year $1,549,998$2,108,977
I-19 Revenue less expensesPrior year $334,783$170,703
Part VI · Governance 12 of 12 board members independent, 2 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
Part VIII · Statement of revenue $2,279,680 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$2,236,108
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $43,572$43,572
VIII-12 Total revenueRelated to mission $2,236,108 · Unrelated business $0 · Excluded from tax $43,572$2,279,680
Part IX · Statement of functional expenses $2,108,977 across 13 lines filed
IX-7 Other salaries and wagesPrograms $0 · Management $446,535 · Fundraising $0$446,535
IX-8 Pension plan contributionsPrograms $0 · Management $22,845 · Fundraising $0$22,845
IX-9 Other employee benefitsPrograms $0 · Management $17,859 · Fundraising $0$17,859
IX-10 Payroll taxesPrograms $0 · Management $35,874 · Fundraising $0$35,874
IX-11b Legal feesPrograms $0 · Management $602 · Fundraising $0$602
IX-11c Accounting feesPrograms $0 · Management $26,775 · Fundraising $0$26,775
IX-12 Advertising and promotionPrograms $0 · Management $9,750 · Fundraising $0$9,750
IX-13 Office expensesPrograms $0 · Management $2,820 · Fundraising $0$2,820
IX-17 TravelPrograms $17,602 · Management $0 · Fundraising $0$17,602
IX-19 Conferences, conventions and meetingsPrograms $1,176,225 · Management $0 · Fundraising $0$1,176,225
IX-23 InsurancePrograms $0 · Management $4,280 · Fundraising $0$4,280
IX-24 Other expenses (24a–d)Programs $235,317 · Management $106,374 · Fundraising $0$341,691
IX-24e All other expensesPrograms $0 · Management $6,119 · Fundraising $0$6,119
IX-25 Total functional expensesPrograms $1,429,144 · Management $679,833 · Fundraising $0$2,108,977
Part X · Balance sheet $1,090,109 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $122,047$149,784
X-2 Savings and temporary cash investmentsStart of year $770,449$923,720
X-4 Accounts receivableStart of year $5,630$2,700
X-9 Prepaid expenses and deferred chargesStart of year $3,048$13,905
X-16 Total assetsStart of year $901,174$1,090,109
X-17 Accounts payable and accrued expensesStart of year $69,660$69,893
X-19 Deferred revenue$17,999
X-26 Total liabilitiesStart of year $69,660$87,892
X-27 Net assets without donor restrictionsStart of year $831,514$1,002,217
X-32 Total net assets or fund balancesStart of year $831,514$1,002,217
X-33 Total liabilities and net assetsStart of year $901,174$1,090,109
Part XI · Reconciliation of net assets $1,002,217 net assets at year end
XI-1 Total revenue$2,279,680
XI-2 Total expenses$2,108,977
XI-3 Revenue less expenses$170,703
XI-4 Net assets at start of year$831,514
XI-10 Net assets at end of year$1,002,217

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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