2025-11-12T15:21:35-06:00 2024-12-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2024-01-01 264245238 OHIO ENERGY GROUP OHIO 5134212255 425 WALNUT STREET 2400 CINCINNATI OH 45202 GREG LONG PRESIDENT 5134212255 2025-11-12 1 1 JAMES J SWISHER CPA P00449029 5132413111 2025-11-12 2024 2025-03-06 01:10:19Z X GREG LONG C/O CLEVELAND-CLIFFS 9227 CENTRE POINTE DRIVE WEST CHESTER OH 45069 1135652 0 X OHIOENERGYGROUP.COM X 2003 OH TO MONITOR ELECTRICITY AND NATURAL GAS DEVELOPMENTS IN THE STATE OF OHIO AND TO TAKE REGULATORY AND LEGISLATIVE ACTION TO ENSURE MEMBER COMPANIES REALIZE THE LOWEST REASONABLE COSTS FOR RELIABLE ENERGY. 28 28 0 0 0 0 1070902 1135652 0 0 0 0 0 0 1070902 1135652 0 0 0 0 0 0 0 0 0 1069301 1097494 1069301 1097494 1601 38158 39620 96051 11112 26972 28508 69079 X TO MONITOR ELECTRICITY AND NATURAL GAS DEVELOPMENTS IN THE STATE OF OHIO AND TO TAKE REGULATORY AND LEGISLATIVE ACTION TO ENSURE MEMBER COMPANIES REALIZE THE LOWEST REASONABLE COSTS FOR RELIABLE ENERGY. 0 0 ENSURED MEMBER COMPANIES REALIZED THE LOWEST REASONABLE COST FOR RELIABLE ENERGY.THE OHIO ENERGY GROUP INC. (OEG) IS AN OHIO NON-PROFIT CORPORATION WHOSE MEMBERS ARE INDUSTRIAL PURCHASERS OF ELECTRICITY AND NATURAL GAS IN OHIO. THROUGH, OR WITH THE ASSISTANCE OF LEGAL COUNSEL, OEG'S PAST, PRESENT AND PLANNED ACTIVITIES ARE AS FOLLOWS:TO INTERVENE IN OHIO REGULATORY PROCEEDINGS TO REPRESENT THE INTERESTS OF THE OEG MEMBERS RELATING TO THE PURCHASE OF ELECTRICITY AND NATURAL GAS. THE OHIO PUBLIC UTILITIES COMMISSION (PUCO) CONTINUES TO REGULATE MANY ASPECTS OF THE PRODUCTION, DISTRIBUTION AND SALE OF ELECTRICITY IN OHIO. IT IS IMPERATIVE TO PARTICIPATE IN SUCH PROCEEDINGS TO PROTECT AND PROMOTE THE SHARED INTEREST OF THE MEMBERS OF OEG, WITH RESPECT TO PURCHASE AND CONSUMPTION OF ELECTRICITY BY THE MEMBERS, AS INDUSTRIAL CONSUMERS OF ELECTRICITY, AND DIRECTLY RELATES TO ITS EXEMPT PURPOSE OF COLLECTIVELY HANDLING VARIOUS ISSUES RELATED TO ELECTRICITY AND NATURAL GAS IN OHIO. OEG HAS PARTICIPATED IN VARIOUS REGULATORY PROCEEDINGS SINCE ITS FORMATION ON SEPTEMBER 11, 2003. PARTICIPATION IN REGULATORY PROCEEDINGS IS INITIATED BY LEGAL COUNSEL FOR OEG AND CONDUCTED PRIMARILY BEFORE THE PUCO IN COLUMBUS, OHIO. THE APPROXIMATE PERCENTAGE OF TIME DEVOTED TO THIS ACTIVITY IS AND WILL BE 10%.TO NEGOTIATE WITH ELECTRIC AND NATURAL GAS PROVIDERS ON ISSUES BEING CONSIDERED OR IN DISPUTE BEFORE THE PUCO. THE PUCO FREQUENTLY ENCOURAGES NEGOTIATION AND POTENTIAL SETTLEMENT OF ISSUES BEFORE IT. NEGOTIATION OF ISSUES THAT ARE THE SUBJECT TO PROCEEDINGS WITH THE PUCO WOULD PROTECT AND PROMOTE THE OEG MEMBERS AND ADVANCE ITS EXEMPT PURPOSE IN THE SAME WAY AS OEG'S INTERVENTION IN OHIO REGULATORY PROCEEDINGS BEFORE THE PUCO. OEG HAS CONDUCTED NEGOTIATIONS WITH NATURAL GAS AND ELECTRIC PROVIDERS ON A CONTINUING BASIS SINCE ITS FORMATION ON SEPTEMBER 11, 2003. NEGOTIATIONS ARE CONDUCTED BY LEGAL COUNSEL FOR OEG AT VARIOUS LOCATIONS, INCLUDING THE OFFICE OF LEGAL COUNSEL IN CINCINNATI, OHIO, AND AT THE LOCATION OF GAS AND/OR ELECTRIC PROVIDERS WITHIN THE STATE OF OHIO. THE APPROXIMATE PERCENTAGE OF TIME SPENT ON THIS ACTIVITY IS AND WILL BE 25%.TO EDUCATE OEG MEMBERS ABOUT ISSUES THAT ARE UNDER CONSIDERATION BY THE PUCO, OR RAISED BY PARTICULAR MEMBERS RELATING TO ELECTRICITY AND NATURAL GAS IN OHIO, THROUGH REGULAR MEMORANDA, CONFERENCE CALLS AND MEMBERSHIP MEETINGS, EITHER REGULARLY SCHEDULED, OR PURSUANT TO SPECIAL PURPOSE MEETINGS CALLED BY THE MEMBERS. THE EXCHANGE OF EDUCATIONAL INFORMATION REGARDING ISSUES OF COMMON INTEREST SURROUNDING ELECTRICITY AND NATURAL GAS PURCHASE AND TRANSMISSION IN OHIO FOR OEG MEMBERS IS DIRECTLY RELATED TO ITS EXEMPT PURPOSE IN PROTECTING AND PROMOTING THE INTERESTS OF OEG MEMBERS IN CONNECTION WITH ELECTRICITY AND NATURAL GAS PURCHASING. THIS ACTIVITY HAS BEEN ON-GOING SINCE ITS FORMATION ON SEPTEMBER 11, 2003 AND IS EXPECTED TO A CONTINUOUS FEATURE OF MEMBERSHIP. MEMORANDA ARE GENERATED BY OEG LEGAL COUNSEL, AND RESPONSES ARE MADE AND EXCHANGED NORMALLY THROUGH LEGAL COUNSEL, AND COLLECTIVELY DISTRIBUTED TO MEMBERS VIA ELECTRONIC TRANSMISSION, FAX OR REGULAR MAIL. CONFERENCE CALLS ARE INITIATED AT THE OFFICE OF LEGAL COUNSEL, AND MEETINGS ARE PERIODICALLY HELD AT LOCATIONS SELECTED BY THE MEMBERS. THE APPROXIMATE PERCENTAGE OF TIME SPENT ON THIS ACTIVITY IS AND WILL BE 10%.TO MONITOR OHIO LEGISLATIVE PROPOSALS, REPORT TO THE MEMBERS ON THE POTENTIAL EFFECT OF SUCH LEGISLATION, IN CONNECTION WITH THE COST AND RELIABILITY OF ENERGY SERVICE TO MEMBERS, AND TO ASSIST MEMBERS IN LOBBYING LEGISLATORS ON AN "AD HOC" BASIS, AS REQUESTED BY THE MEMBERS. THIS ACTIVITY IS ALSO DIRECTLY RELATED TO FURTHERING OEG'S EXEMPT PURPOSE OF PROTECTING AND PROMOTING THE INTEREST OF OEG MEMBERS IN CONNECTION WITH THE COSTS AND RELIABILITY OF ELECTRICITY AND NATURAL GAS IN OHIO. MONITORING OF OHIO LEGISLATIVE PROPOSALS HAS BEEN ONGOING SINCE FORMATION ON SEPTEMBER 11, 2003 AND CONTINUES TO THE PRESENT AND IS EXPECTED TO CONTINUE INTO THE FUTURE. THE ACTIVITIES WILL BE CONDUCTED BY COUNSEL FOR OEG AT ITS OFFICE, AND AT THE OFFICES OF THE PUCO, OR AT OTHER APPROPRIATE LOCATION. THE APPROXIMATE PERCENTAGE OF TIME SPENT ON THIS ACTIVITY IS AND WILL BE 10%.TO INTERVENE, ON A CASE-BY-CASE BASIS, AS DETERMINED IN ADVANCE BY OEG, AND UTILITY-SPECIFIC, NON-GENERIC OHIO REGULATORY PROCEEDINGS, FEDERAL REGULATORY PROCEEDINGS, OR NATURAL GAS PROCEEDINGS. SUCH INTERVENTIONS WILL REQUIRE "OPT-INS" BY EACH MEMBER WHICH PARTICIPATES. SPECIFIC CASE BY CASE INTERVENTIONS ARE DIRECTLY RELATED TO OEG'S EXEMPT PURPOSE, AS ARE ITS INTERVENTION INTO GENERIC REGULATORY PROCEEDINGS. IN SUCH SPECIFIC INTERVENTIONS, IT WOULD BE INITIATED BY LEGAL COUNSEL WITHIN THE APPROPRIATE REGULATORY FORUM. THE APPROXIMATE PERCENTAGE OF TIME SPENT ON THIS ACTIVITY IS AND WILL BE 45%.THE ABOVE ACTIVITIES BEGAN ON SEPTEMBER 11, 2003, HAVE CONTINUED TO THE PRESENT, AND ARE PLANNED TO CONTINUE IN THE FUTURE WITHOUT MATERIAL CHANGE. THE ACTIVITIES ABOVE ARE PRINCIPALLY CONDUCTED BY MICHAEL L. KURTZ, KURT J. BOEHM, AND JODY KYLER COHN SPECIAL ENERGY LEGAL COUNSEL TO THE APPLICANT, AND ARE CONDUCTED BEFORE THE PUCO, AT THE FERC IN WASHINGTON, D.C., AT MEETINGS INVOLVING PARTICULAR UTILITY COMPANIES, OR AT THE OFFICES OF BOEHM, KURTZ & LOWRY. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 1 1 0 0 0 X 28 28 0 0 0 0 1 1 1 1 1 1 0 0 0 0 0 0 0 0 X JOHN P LOWRY ESQ BOEHM KURTZ & LOWRY 5134212255 425 WALNUT STREET 2400 CINCINNATI OH 45202 X X GREG LONG PRESIDENT 2.00 X 0 0 0 MATT PATERSON VICE PRESIDENT/SECRETARY 1.00 X 0 0 0 MATT MORRIS TREASURER 1.00 X 0 0 0 KIRK MASSA OFFICER-AT-LARGE 1.00 X 0 0 0 JENNIFER HUNSPERGER OFFICER-AT-LARGE 1.00 X 0 0 0 MIKE PETERS OFFICER-AT-LARGE 1.00 X 0 0 0 KERRY COLUMBER OFFICER-AT-LARGE 1.00 X 0 0 0 0 0 0 0 0 0 0 BOEHM KURTZ & LOWRY 425 WALNUT STREET 2400 CINCINNATI OH 45202 LEGAL SERVICES 797548 LARR POLICY CONSULTING 175 S THIRD ST SUITE 710 COLUMBUS OH 43215 LEGISLATIVE MONITORING 143310 2 X 1135652 1135652 1135652 0 0 0 X 797548 143310 150146 BANK SERVICE CHARGES 6490 1097494 39620 96051 39620 96051 11112 26972 11112 26972 X 0 0 0 0 28508 69079 28508 69079 39620 96051 X 38158 -2304 4717 X 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. THERE ARE 28 MEMBER COMPANIES. FORM 990, PART VI, SECTION A, LINE 7A SEE ATTACHED FORM 990, PART VI, SECTION A, LINE 7B SEE ATTACHED FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT OF OEG REVIEWED THIS 990 AND CONSULTED WITH OEG'S LEGAL COUNSEL FORM 990, PART VI, SECTION C, LINE 19 OEG DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VI, LINE 9 GREG LONG, 9227 CENTRE POINT DRIVE, WEST CHESTER, OH 45069 MATT PATERSON, 1700 ROTUNDA DRIVE, 1ST FLOOR SOUTH, DEARBORN, MI 48120 MATTHEW MORRIS, 6767 COUNTY ROAD 9, DELTA, OH 43515 KIRK MASSA, 1940 AIR PRODUCTS BOULEVARD, ALLENTOWN, PA 18106 JENNIFER HUNSPERGER, 126 WINDHAM DRIVE, LANGHORNE, PA 18106 MICHAEL PETERS, ONE GREENWICH STREET, STEWARTSVILLE, NJ 08886 KERRY COLUMBER, FSP-13, 1835 DUEBER AVENUE SW, CANTON, OH 44706 FORM 990, PART VII SECTION A., 1.A(4):PLEASE SEE ATTACHED LIST OF THE OEG MEMBER COMPANIES AND OPERATIONS CONTACTS. FORM 990, PART VIII ITEM 1.F:THIS AMOUNT IS "SIMILAR AMOUNT" BUT NOT SPECIFICALLY A "CONTRIBUTION". THE AMOUNT WAS FOR OEG'S LEGAL, EXPERT AND LEGISLATIVE MONITORING EXPENSES TO CARRY OUT ITS EXEMPT PURPOSES, BEFORE THE PUBLIC UTILITIES COMMISSION OF OHIO (SEE OEG'S APPICATION FOR EXEMPT STATUS). FORM 990, PART IX, LINE 11G EXPERT ENERGY CONSULTANTS 150,146. FORM 990, PART XI, LINE 9: UNDEPOSITED FUNDS 4,717.