2026-03-21T09:15:12-05:00 2025-06-30 833019782 STONE & COMPANY LLC 57 BEDFORD ST STE 225 LEXINGTON MA 02420 990 2024-07-01 223041893 POWEROPTIONS INC POWE 6177378480 129 SOUTH STREET 6TH FLOOR BOSTON MA 02111 TINA BENNETT CHIEF EXECUTIVE OFFICER 6177378480 2026-03-21 1 0 DIANE WEST CPA P01061849 7818636300 2026-03-18 2024 2025-03-06 01:10:19Z TINA BENNETT 129 SOUTH STREET 6TH FLOOR BOSTON MA 02111 8201844 0 X WWW.POWEROPTIONS.ORG X 1989 MA TO EMPOWER NON-PROFITS AND PUBLIC ENTITIES WITH SOLUTIONS TO REDUCE THE COST, CARBON AND COMPLEXITY OF ENERGY. IT LEVERAGES ITS LARGE NON-PROFIT MEMBERSHIP TO SECURE FAVORABLE PRICING TERMS AND CONDITIONS FOR ENERGY PURCHASES AND ALSO OFFERS ENERGY-RELATED SERVICES IN THE COMPETITIVE MARKET. BY LEVERAGING THE CONSORTIUM, AND THROUGH OUR EXPERTISE AND ADVOCACY, WE ENABLE OUR MEMBERS TO FOCUS ON THEIR OWN IMPORTANT MISSIONS AND COMMUNITIES. 12 12 23 12 0 0 223500 280500 4546361 5736073 390162 442221 0 0 5160023 6458794 219000 44500 0 0 3211798 4477050 0 0 0 1316199 1781725 4746997 6303275 413026 155519 9756577 11088678 1336817 2153942 8419760 8934736 X THE MISSION OF POWEROPTIONS IS TO EMPOWER NON-PROFITS AND PUBLIC ENTITIES WITH SOLUTIONS TO REDUCE THE COST, CARBON, AND COMPLEXITY OF ENERGY. IT LEVERAGES ITS LARGE NON-PROFIT MEMBERSHIP TO SECURE FAVORABLE PRICING TERMS AND CONDITIONS FOR ENERGY AND ALSO OFFERS ENERGY RELATED SERVICES IN THE COMPETITIVE MARKET. IN DOING SO, POWEROPTIONS HELPS ITS MEMBERS SAVE MONEY THAT CAN BE DEPLOYED IN THE FURTHERANCE OF THE MISSIONS OF THE INDIVIDUAL NON-PROFIT ORGANIZATIONS IN THE CONSORTIUM. 0 0 4099293 44500 5736073 POWEROPTIONS CONDUCTS COMPETITIVE PROCUREMENTS FOR ENERGY AND ENERGY RELATED SERVICES ON BEHALF OF THE CONSORTIUM OF MORE THAN 450 MEMBERS. THIS REQUIRES THE HIRING OF CONSULTANTS AND LEGAL SERVICES TO EVALUATE AND NEGOTIATE THE TERMS AND CONDITIONS FOR THE MEMBERS. ON AN ON-GOING BASIS, POWEROPTIONS STAFF FACILITATES THE ADMINISTRATION AND THE MARKETING OF THE PROGRAM, ASSISTS MEMBERS WITH BILLING DISPUTES WITH THE SUPPLIERS AND DEVELOPS NEW PROGRAM OPTIONS FOR THE CONSORTIUM. 4099293 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 MA X X POWEROPTIONS ATTN TINA BENNETT 6177378480 129 SOUTH STREET 6TH FLOOR BOSTON MA 02111 JANET GAIL BESSER BOARD CHAIR 1.00 X X 0 0 0 LAURA BARTSCH VICE CHAIR 1.00 X X 0 0 0 DANA RANCOURT TREASURER & TRUSTEE 1.00 X 0 0 0 THOMAS E ROGERS TRUSTEE 1.00 X 0 0 0 PATRICIA BEGROWICZ TRUSTEE 1.00 X 0 0 0 BARBARA KATES-GARNICK TRUSTEE 1.00 X 0 0 0 DAVID BOGAN TRUSTEE 1.00 X 0 0 0 ARAH SCHUUR TRUSTEE 1.00 X 0 0 0 SOUNAK CHATTERJEE TRUSTEE 1.00 X 0 0 0 MAGGIE MCCAREY TRUSTEE 1.00 X 0 0 0 APRIL SALAS TRUSTEE 1.00 X 0 0 0 DANO WEISBORD TRUSTEE 1.00 X 0 0 0 KRISTEN STELLJES SENIOR VICE PRESIDENT 40.00 X 109154 0 31626 TINA BENNETT TRUSTEE 1.00 X 0 0 0 HEATHER TAKLE PRESIDENT AND CEO 40.00 X 397979 0 54771 LIAM SULLIVAN VICE PRESIDENT OF MARKETIN 40.00 X 180529 0 33421 RITA A MORAN GREINMAN BUSINESS DEVELOPMENT MANA 40.00 X 159038 0 15540 ERIN CAMP ESA PROGRAM MANAGER 40.00 X 147853 0 35842 WALTER GRAY PROGRAM MANAGER 40.00 X 147671 0 21990 EMILY WEBB DIRECTOR OF OPERATIONS 40.00 X 137072 0 29337 MARGARET LUSARDI EXECUTIVE VICE PRESIDENT 40.00 X 222866 0 19952 1502162 0 242479 8 1 1 0 HOWELL ENERGY CONSULTING LLC 494 FERN STREET WEST HARTFORD CT 06107 ENERGY CONSULTANT 142755 THG ENERGY SOLUTIONS LLC DEPARTMENT 2727 TULSA OK 74182 SOFTWARE SUBSCRIPTIONS 133500 2 280500 280500 PROGRAM SERVICE REVENUE 221000 5703528 5703528 SPONSORSHIPS AND EVENTS 900099 32545 32545 5736073 188074 188074 1997197 1743050 254147 254147 254147 6458794 5736073 0 442221 X 44500 44500 1242401 1118161 124240 2345179 1312203 1032976 889470 564638 324832 161528 72809 88719 136941 136941 30000 30000 60118 60118 745861 600562 145299 15978 15978 5541 81 5460 63235 63235 122928 12293 110635 48606 33715 14891 6401 6401 31322 31322 MISCELLANEOUS 317266 254717 62549 BAD DEBT EXPENSE 36000 36000 6303275 4099293 2203982 0 560450 891934 29706 37964 522149 871758 57647 39781 191064 184032 13433 7032 8307614 9049164 265578 191045 9756577 11088678 793205 1569385 307590 418272 236022 166285 1336817 2153942 X 8419760 8934736 9756577 11088678 155519 359457 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 191064 184032 7032 7032 OPERATING LEASE OBLIGATION 166285 166285 X 6758133 359457 359457 6398676 60118 60118 6458794 6243157 0 6243157 60118 60118 6303275 PART X, LINE 2: POWEROPTIONS ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. POWEROPTIONS HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFIY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2025. POWEROPTIONS' INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. 0 UMASS AMHERST - ISENBERG SCHOOL OF MANAGEMENT 121 PRESIDENTS DR AMHERST MA 01003 043167352 7500 0 DONATION TO UMASS ISENBERG UNIVERSITY CONSULTING GROUP (IUCG) SCHOLARSHIP FUND IN SUPPORT OF THE ACT4ALL FINANCIAL ASSISTANCE GRANT GREEN ENERGY CONSUMERS ALLIANCE INC 284 AMORY STREET STE 9 JAMAICA PLAIN MA 02130 042791314 37000 0 FUNDING FOR CLEAN TRANSPORTATION X X X X X 0 0 0 1 0 0 0 0 0 HEATHER TAKLE PRESIDENT AND CEO 397979 0 0 0 0 0 31050 0 23721 0 452750 0 0 0 MARGARET LUSARDI EXECUTIVE VICE PRESIDENT 222866 0 0 0 0 0 19952 0 0 0 242818 0 0 0 LIAM SULLIVAN VICE PRESIDENT OF MARKETIN 180529 0 0 0 0 0 17022 0 16399 0 213950 0 0 0 ERIN CAMP ESA PROGRAM MANAGER 147853 0 0 0 0 0 12121 0 23721 0 183695 0 0 0 RITA A MORAN GREINMAN BUSINESS DEVELOPMENT MANA 159038 0 0 0 0 0 14340 0 1200 0 174578 0 0 0 WALTER GRAY PROGRAM MANAGER 147671 0 0 0 0 0 13492 0 8498 0 169661 0 0 0 EMILY WEBB DIRECTOR OF OPERATIONS 137072 0 0 0 0 0 12938 0 16399 0 166409 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE AND IS DISTRIBUTED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES , OFFICERS AND EMPLOYEES ARE REQUIRED TO COMPLETE AND RETURN AN ANNUAL CONFLICT DISCLOSURE QUESTIONNAIRE DISTRIBUTED BY POWEROPTIONS AND MAINTAINED IN THE ORGANIZATION'S RECORDS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD HAS THE RESPONSIBILITY FOR REVIEWING AND MAKING RECOMMENDATIONS TO THE BOARD FOR THE COMPENSATION OF OFFICERS OF THE ORGANIZATION. COMPENSATION IS REVIEWED PERIODICALLY. A SALARY SURVEY IS CONDUCTED BY AN INDEPENDENT THIRD - PARTY FIRM THAT USES 3RD PARTY COMPENSATION SURVEY DATA, FORM 990 REVIEWS OF COMPARABLE ORGANIZATIONS, AS WELL AS PROPRIETARY THIRD PARTY JOB EVALUATION MODELS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST WITHIN THE TIMEFRAMES AS REQUIRED. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 600,562. MANAGEMENT AND GENERAL EXPENSES 145,299. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 745,861.