The Southeast Conference FY2020 filing

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The mission of Southeast Conference is to undertake and support activities that promote strong economies, healthy communities, and a quality environment in southeast Alaska.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
87¢ of each $1 spent went to programs.
$156K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $1.3M a year · 26% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$156K
to officers and key staff · 30% of spending
Worth a look: pay to officers and key staff is 30% of spending; over 20%.
Pt VII · Sec A
12 mo
of spending, in cash
Looks good: 11.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $44K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$166K
31% of total assets
Looks good: liabilities are 31% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$717K
Spent
$522K
To programs
87%
Net assets
$363K
By yearFY2020–FY2025
Revenue
$717K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$717K
FY2021$767K
FY2022$1.3M
FY2023$8.5M
FY2024$6.1M
FY2025$11.9M
Expenses
$522K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$522K
FY2021$554K
FY2022$1.1M
FY2023$2.3M
FY2024$5.6M
FY2025$11.5M
Net assets
$363K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$363K
FY2021$576K
FY2022$782K
FY2023$7.0M
FY2024$7.5M
FY2025$7.8M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1986.

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

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $451K Management & general 13% · $70K

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

15 people listed on the 990; $156K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$106,167Pt VII · Sec A
Biomass Coordinator
$50,243Pt VII · Sec A
Board 1st Vice President
$0Pt VII · Sec A
Board Secretary
$0Pt VII · Sec A
Board Treasurer
$0Pt VII · Sec A
Board Past President
$0Pt VII · Sec A
Board Director
$0Pt VII · Sec A
Board President
$0Pt VII · Sec A

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Robert Venables$158,684$123,739$113,667$114,708$115,077$106,167
Daniel Lesh$109,584$103,009————
Dan Lesh——$101,913———
Karen Peterson———$51,311$54,215$50,243

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 The Southeast Conference 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 strong economies, healthy communities, and a quality environment in southeast Alaska.

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Provided by the organization

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3 programs · in their own filed words · FY2019
01

Southeast Conference has spent more than 50 years advocating for the ferry system and is working on a multi-phase approach that will identify structural changes to improve the operability and financial health of the state ferry system in its public service mission.

Pt IX · col B
02

Southeast Conference is a designated economic development district (EDD) through the US Economic Development Administration (EDA) and an Alaska regional development organization (ARDOR) through the state of Alaska.

Pt IX · col B
03

Goal

The majority of energy consumption and costs paid by most residents, business and residences goes towards diesel space heat. Provide diesel displacement through improved incremental delivery of energy efficiency measures. Educate people regarding energy use.

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 · received and paid
Grants received · FY2024
Launch AlaskaFY2024$38K
Total grants receivedfrom 2 funders$44K
Grants paid · 3 grants · $55K · 2019–2021

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$717K
Ln 12
Gifts and grantsLn 1h$585K
Fees for servicesLn 2g$119K
Other incomeLn 4–11$13K
Money outPt IX
$522K
Ln 25
Programscol B$451K
Managementcol C$70K
Owns and owesPt X
$363K
net assets · Ln 32
Cash and savingsLn 1–2$500K
Total assetsLn 16$529K
LiabilitiesLn 26$166K
PeoplePt VI, VII
15
listed · VII A
PaidVII A2
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$585K
Government grantsLn 1e$293K
Fees for servicesLn 2g$119K
Investment incomeLn 3$232
Other incomeLn 4–11$13K
Total revenueLn 12$717K
Assets in detailPt X, end of year
CashLn 1$500K
Cash and savings togetherLn 1–2$500K
Total assetsLn 16$529K
LiabilitiesLn 26$166K
Net assetsLn 32$363K
OperationsPt I, VI
EmployeesI 523
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$199K$500K
Total assetsLn 16$223K$529K
LiabilitiesLn 26$55K$166K
Net assetsLn 32$167K$363K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$20K$20K
Other salaries and wagesLn 7$247K$225K$22K
Other employee benefitsLn 9$50K$40K$9K
Other fees for servicesLn 11g$53K$43K$10K
OccupancyLn 16$45K$30K$15K
TravelLn 17$19K$16K$3K
Conferences, conventions and meetingsLn 19$42K$42K
Other expenses (24a–d)Ln 24$45K$34K$11K
Total functional expensesLn 25$522K$451K$70K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $11.9M$11.5M$344K$7.8M 990 PDF
FY2024 $6.1M$5.6M$499K$7.5M 990 PDF
FY2023 $8.5M$2.3M$6.2M$7.0M 990 PDF
FY2022 $1.3M$1.1M$207K$782K 990 PDF
FY2021 $767K$554K$213K$576K 990 PDF
FY2020 Viewing $717K$522K$195K$363K 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 O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $716,983 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $499,077$585,384
I-9 Program service revenuePrior year $143,568$118,619
I-10 Investment incomePrior year $311$232
I-11 Other revenuePrior year $20,127$12,748
I-12 Total revenuePrior year $663,083$716,983
I-13 Grants and similar amounts paidPrior year $20,822$20,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $256,492$296,368
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $278,943$205,197
I-18 Total expensesPrior year $556,257$521,565
I-19 Revenue less expensesPrior year $106,826$195,418
Part VI · Governance 13 of 13 board members independent, 2 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-13 Written whistleblower 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-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $716,983 across 7 lines filed
Lines not itemized here account for $1,298 of total revenue; see the IRS return.
VIII-1b Membership dues$292,564
VIII-1e Government grants$292,820
VIII-1h Total contributions, gifts and grants$585,384
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $118,619$118,619
VIII-3 Investment incomeExcluded from tax $232$232
VIII-8 Net income from fundraising eventsExcluded from tax $11,450$11,450
VIII-12 Total revenueRelated to mission $119,917 · Unrelated business $0 · Excluded from tax $11,682$716,983
Part IX · Statement of functional expenses $521,565 across 8 lines filed
IX-1 Grants to domestic organizationsPrograms $20,000$20,000
IX-7 Other salaries and wagesPrograms $225,250 · Management $21,585$246,835
IX-9 Other employee benefitsPrograms $40,390 · Management $9,143$49,533
IX-11g Other fees for servicesPrograms $43,189 · Management $10,278$53,467
IX-16 OccupancyPrograms $29,913 · Management $15,462$45,375
IX-17 TravelPrograms $16,491 · Management $3,001$19,492
IX-19 Conferences, conventions and meetingsPrograms $41,856$41,856
IX-24 Other expenses (24a–d)Programs $34,330 · Management $10,677$45,007
IX-25 Total functional expensesPrograms $451,419 · Management $70,146 · Fundraising $0$521,565
Part X · Balance sheet $529,171 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $199,066$499,668
X-3 Pledges and grants receivableStart of year $8,950$18
X-4 Accounts receivableStart of year $14,732$29,485
X-16 Total assetsStart of year $222,748$529,171
X-17 Accounts payable and accrued expensesStart of year $28,297$54,537
X-19 Deferred revenueStart of year $26,959$67,446
X-25 Other liabilitiesStart of year $0$44,278
X-26 Total liabilitiesStart of year $55,256$166,261
X-27 Net assets without donor restrictionsStart of year $115,088$319,056
X-28 Net assets with donor restrictionsStart of year $52,404$43,854
X-32 Total net assets or fund balancesStart of year $167,492$362,910
X-33 Total liabilities and net assetsStart of year $222,748$529,171
Part XI · Reconciliation of net assets $362,910 net assets at year end
XI-1 Total revenue$716,983
XI-2 Total expenses$521,565
XI-3 Revenue less expenses$195,418
XI-4 Net assets at start of year$167,492
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$362,910

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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