2024-02-12T07:39:09-06:00 2023-09-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2022-10-01 251442933 DOLLAR ENERGY FUND INC DOLL 4124312800 317 EAST CARSON WEST TOWER 106 PITTSBURGH PA 15219 DANIEL V CAPONI CHIEF FINANCIAL OFFICER 4124312800 2024-02-12 1 DANIEL CAPONI 999009999 0 BRIAN T MCCALL P01305341 4124715500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIEL V CAPONI 317 EAST CARSON WEST TOWER 106 PITTSBURGH PA 15219 22071490 0 X WWW.DOLLARENERGY.ORG X 1983 PA TO IMPROVE THE QUALITY OF LIFE FOR HOUSEHOLDS EXPERIENCING HARDSHIPS BY PROVIDING UTILITY ASSISTANCE AND OTHER SERVICES THAT LEAD TO SELF-SUFFICIENCY 13 12 161 15 13500 0 13462192 12063198 9529937 8367652 194980 83163 -149954 -189279 23037155 20324734 11957850 13404460 0 0 6886467 7671538 0 0 595155 2942968 3633752 21787285 24709750 1249870 -4385016 29721352 28233216 3898716 6347048 25822636 21886168 TO IMPROVE THE QUALITY OF LIFE FOR HOUSEHOLDS EXPERIENCING HARDSHIPS BY PROVIDING UTILITY ASSISTANCE AND OTHER SERVICES THAT LEAD TO SELF-SUFFICIENCY 0 0 14757706 13354108 396980 DOLLAR ENERGY FUND, INC. PROVIDES UTILITY ASSISTANCE GRANTS TO LOW-INCOME HOUSEHOLDS IN THE FORM OF UTILITY COMPANY CREDITS OR CASH GRANTS FOR ELECTRIC, GAS, WATER, SEWER, AND TELEPHONE UTILITIES. DOLLAR ENERGY FUND, INC.'S UTILITY ASSISTANCE PROGRAM PROVIDES UTILITY ASSISTANCE GRANTS IN THE EXACT AMOUNT NEEDED TO RESTORE SERVICE OR PREVENT TERMINATION OF SERVICE AND IS APPLIED DIRECTLY TO A CUSTOMER'S ACCOUNT. THROUGH CONNECTING UTILITY CUSTOMERS WITH PARTNERING COMMUNITY-BASED ORGANIZATIONS AT APPLICATION INTAKE, UTILITY CUSTOMERS ARE ALSO INTRODUCED TO ADDITIONAL RESOURCES THAT MAY BENEFIT THEIR HOUSEHOLDS. DURING FISCAL YEAR 2022-2023, DOLLAR ENERGY FUND, INC. PROVIDED GRANTS TO 40,488 HOUSEHOLDS. 7183606 7856321 DOLLAR ENERGY FUND, INC. PROVIDES LOW-INCOME PROGRAM ADMINISTRATION FOR FIRST ENERGY (METED, PENELEC, PENN POWER, WEST PENN POWER), PEOPLES NATURAL GAS, COLUMBIA GAS PENNSYLVANIA, PENNSYLVANIA AMERICAN WATER, ILLINOIS AMERICAN WATER, OMAHA PUBLIC POWER DISTRICT, NATIONAL FUEL GAS, COMMUNITY UTILITIES OF PENNSYLVANIA, AQUA WATER, VERIZON, AND THE WEST VIRGINIA HOUSING DEVELOPMENT FUND. CUSTOMER ASSISTANCE PROGRAMS (CAPS) ARE DESIGNED TO HELP LOW-INCOME RESIDENTIAL CUSTOMERS MAINTAIN UTILITY SERVICE. CAPS CAN HELP RESIDENTIAL CUSTOMERS LOWER THEIR MONTHLY UTILITY BILLS, AND MAY ALSO REDUCE OR REMOVE AMOUNTS PAST DUE. 96820 50352 114351 DOLLAR ENERGY FUND, INC. ADMINISTERS THE APPALACHIAN POWER COMPANY VIRGINIA (AEP-VA) ENERGY AND EFFICIENCY PILOT PROGRAM. THE PROGRAM PROVIDES ELIGIBLE AEP-VA CUSTOMERS WITH AN ENERGY EFFICIENCY EDUCATIONAL PACKET AND ENERGY EFFICIENCY KIT. DURING FISCAL YEAR 2022-2023, DOLLAR ENERGY FUND, INC. PROVIDED 1,719 ENERGY EFFICIENCY EDUCATIONAL PACKETS AND ENERGY EFFICIENCY KITS TO AEP-VA CUSTOMERS. 22038132 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 4 0 161 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA OH TN WV VA MD CA CT KY AR X X DANIEL V CAPONI 4124312800 PO BOX 42329 PITTSBURGH PA 15203 RONALD GIULIANELLI PRESIDENT 0.50 X X 0 0 0 KYLE O'CONNOR VICE PRESIDENT 0.50 X X 0 0 0 NICK MEDDIS TREASURER 0.50 X X 0 0 0 JOSEPH OTT PAST PRESIDENT 0.50 X X 0 0 0 DEBORAH DAVIS UTILITY COMPANY REPRESENTA 0.50 X 0 0 0 TED GOUZA DIRECTOR 0.50 X 0 0 0 REED NATALI DIRECTOR 0.50 X 0 0 0 DOUG PAPA DIRECTOR 0.50 X 0 0 0 TERRY PAVLIN DIRECTOR THRU MAY 2023 0.50 X 0 0 0 RACHEL ROMITO DIRECTOR 0.50 X 0 0 0 ELIZABETH SARACENO DIRECTOR 0.50 X 0 0 0 ELLEN ROSSI DIRECTOR 0.50 X 0 0 0 VALERIE WIELOCH DIRECTOR 0.50 X 0 0 0 PAUL WOOD DIRECTOR 0.50 X 0 0 0 MICHAEL ZANIC DIRECTOR 0.50 X 0 0 0 CHAD QUINN CHIEF EXECUTIVE OFFICER 40.00 X 301782 0 39368 DAN CAPONI CHIEF FINANCIAL OFFICER 40.00 X 175580 0 31789 SEAN SMILES CHIEF INFORMATION OFFICER 40.00 X 196716 0 33064 LISA STOEBENER CHIEF HUMAN RESOURCES OFFI 40.00 X 174344 0 29386 CHAD ALVIANI CONTROLLER 40.00 X 112785 0 27726 DAVID BURKHART SYSTEMS ANALYST III 40.00 X 127099 0 28665 SHAHABUDDIN KAZI CISCO VOIP ENGINEER 40.00 X 138916 0 29374 1227222 0 219372 7 0 1 0 0 14407 607794 90000 11350997 12063198 FIRST ENERGY (CAP, WARM, PAYMENT 221000 4703484 4703484 PEOPLES NATURAL GAS/PEOPLES GAS, 221000 1264230 1264230 COLUMBIA GAS OF PENNSYLVANIA CAP 221000 688428 688428 MYAPP GRANT APPLICATIONS 221000 396980 396980 PENNSYLVANIA AMERICAN WATER BILL 221000 236887 236887 1077643 1077643 8367652 253426 253426 1322812 1493075 -170263 -170263 -170263 50143 607794 253681 -203538 -203538 IPARTNER LICENSES 541511 13500 13500 REFUND OF PRIOR YEAR EXPENSES 900099 759 759 14259 20324734 8367652 13500 -119616 13404460 13404460 1021980 498675 516611 6694 5079505 4257386 575490 246629 241621 195258 31770 14593 911229 711517 154044 45668 417203 329923 69277 18003 60481 60481 30205 30205 12000 12000 29676 29676 513074 146536 173698 192840 34382 800 23130 10452 16332 8656 7394 282 606448 520462 68257 17729 805310 689070 93136 23104 25355 1781 23574 7015 7015 287404 255543 23099 8762 56697 50103 4828 1766 AGENCY REMUNERATION 759678 759678 TELEPHONE 220164 178787 33735 7642 EQUIPMENT AND MAINTENAN 88861 22 88839 TRAINING AND STAFF INCE 43653 688 42965 37017 28787 7239 991 24709750 22038132 2076463 595155 6549136 2515902 8316612 11492823 3022236 2108969 1288296 1184475 41988 31757 4254929 3395618 1141240 859311 4033593 4062957 5328251 5977022 29721352 28233216 367595 450622 23750 20000 507371 361712 3000000 5514714 3898716 6347048 X 11614460 9974623 14208176 11911545 25822636 21886168 29721352 28233216 -4385016 448548 0 X 0 1 X 1 0 X 11294949 13151409 20679525 13462192 12063198 70651273 11294949 13151409 20679525 13462192 12063198 70651273 20728842 49922431 304527 245696 152381 188506 253426 1144536 37050 27300 13500 13500 13500 104850 121471 16495 91173 85844 50902 365885 72266544 44549488 0.69080 0.69120 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REFUND OF PRIOR YEAR EXPENSES - 2018 AMOUNT: $ 76,378. 2020 AMOUNT: $ 36,878. 2022 AMOUNT: $ 759. SPECIAL EVENT - 2018 AMOUNT: $ 45,093. 2019 AMOUNT: $ 16,495. 2020 AMOUNT: $ 54,295. 2021 AMOUNT: $ 85,844. 2022 AMOUNT: $ 50,143. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 12000 0 0 12000 0 PART II-B, LINE 1: TO INCREASE VISIBILITY AND EDUCATE POLICY MAKERS ON DOLLAR ENERGY FUND, INC.'S MISSION AND BUSINESS INITIATES. TO MONITOR LEGISLATIVE AND REGULATORY DEVELOPMENTS AND DEVELOP STRATEGIC RELATIONSHIPS. 2304785 1822086 482699 1430980 1076868 354112 519164 496664 22500 859311 OTHER RESTRICTED ASSETS - UTILITY COMPANY MATCHING CREDITS 280829 INTERCOMPANY RECEIVABLE FROM FOUR TWELVE RENEWABLES, INC. AND BE-PINE 1 LLC 3345628 OPERATING LEASE RIGHT OF USE ASSET 2350565 5977022 REFUNDABLE ADVANCE 3000000 OPERATING LEASE LIABILITY 2514714 5514714 HEAT THE STREETS 138689 121464 17225 4622 WARMATHON 137789 137789 3542 42004 6 381459 348541 32918 203513 657937 607794 50143 3542 250139 253681 -203538 1 GRANTS ARE GIVEN TO LOW-INCOME INDIVIDUALS FOR UTILITY BILL PAYMENT ASSISTANCE. 40488 13354108 ENERGY EFFICIENCY EDUCATIONAL PACKETS AND ENERGY EFFICIENCY KITS ARE PROVIDED TO LOW-INCOME CUSTOMERS OF APPALACHIAN POWER COMPANY VIRGINIA 1719 50352 FMV ENERGY EFFICIENCY EDUCATIONAL PACKETS AND ENERGY EFFICIENCY KITS PART I, LINE 2: DOLLAR ENERGY FUND, INC. HAS NUMEROUS PARTNER AGENCIES THROUGHOUT THE STATES THAT IT SERVICES. THESE AGENCIES, ALONG WITH DOLLAR ENERGY FUND, INC. ITSELF, TAKE APPLICATIONS FROM INDIVIDUALS WHO THINK THEY MAY BE ELIGIBLE TO RECEIVE A GRANT FOR THE PURPOSE OF PAYING THEIR UTILITY BILL. THE POTENTIAL CUSTOMER MUST SUBMIT ALL THE NECESSARY ELIGIBILITY INFORMATION WITH THEIR APPLICATION TO RECEIVE CONSIDERATION FOR A GRANT. THIS SUPPORTING DOCUMENTATION IS MAINTAINED ONSITE BY EACH AGENCY, AND ALSO EACH AGENCY SCANS THE DOCUMENTS INTO A DOCUMENT IMAGING SOFTWARE PROGRAM THAT DOLLAR ENERGY FUND, INC. HAS ACCESS TO. DOLLAR ENERGY FUND, INC. MONITORS THE AGENCIES BY PERFORMING AUDITS THROUGHOUT THE YEAR TO ENSURE THAT THE CUSTOMERS RECEIVING GRANTS ARE IN FACT ELIGIBLE FOR THEM AND THAT THE AGENCIES ARE SCANNING THE SUPPORTING DOCUMENTATION INTO THE SYSTEM. APPALACHIAN POWER COMPANY VIRGINIA (AEP-VA) ENGAGED DOLLAR ENERGY FUND, INC. TO COLLABORATE ON A PILOT PROGRAM THAT WOULD PROVIDE A ONE-TIME ENERGY EFFICIENCY EDUCATIONAL PACKET, POST CARD, AND POTENTIALLY AN ENERGY EFFICIENCY KIT TO LIMITED-INCOME AEP-VA CUSTOMERS. IN ORDER FOR A CUSTOMER TO RECEIVE A KIT, THEY MUST MAIL BACK IN THE INFORMATION CARD TO DOLLAR ENERGY FUND, INC. OR CALL A TOLL-FREE NUMBER THAT DOLLAR ENERGY FUND, INC. HAS DEDICATED TO THE PROGRAM. ONCE THE CUSTOMER HAS REQUESTED TO RECEIVE A KIT, DOLLAR ENERGY FUND, INC. PLACES THE ORDER FOR THE KIT WITH A THIRD PARTY VENDOR FOR THE KIT TO BE SHIPPED TO THE CUSTOMER. KITS INCLUDE SIX LED BULBS, TWO FAUCET AERATORS, TWO LED NIGHT LIGHTS, AND ONE REFRIGERATOR THERMOSTAT. ELIGIBILITY FOR THE PROGRAM IS INCOME BASED AND QUALIFICATION IS ASSUMED BASED UPON THE RECEIPT OF ASSISTANCE THROUGH QUALIFYING LIMITED-INCOME PROGRAMS. X X 0 0 0 0 0 0 0 0 0 CHAD QUINN CHIEF EXECUTIVE OFFICER 301782 0 0 0 0 0 18107 0 21261 0 341150 0 0 0 SEAN SMILES CHIEF INFORMATION OFFICER 196716 0 0 0 0 0 11803 0 21261 0 229780 0 0 0 DAN CAPONI CHIEF FINANCIAL OFFICER 175580 0 0 0 0 0 10535 0 21254 0 207369 0 0 0 LISA STOEBENER CHIEF HUMAN RESOURCES OFFI 174344 0 0 0 0 0 10461 0 18925 0 203730 0 0 0 SHAHABUDDIN KAZI CISCO VOIP ENGINEER 138916 0 0 0 0 0 8335 0 21039 0 168290 0 0 0 DAVID BURKHART SYSTEMS ANALYST III 127099 0 0 0 0 0 7626 0 21039 0 155764 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER WILL REVIEW THE FORM 990 AND PROVIDE THE PAID PREPARER WITH ANY QUESTIONS OR CHANGES. THE CHIEF FINANCIAL OFFICER WILL ALSO ADDRESS QUESTIONS PROVIDED BY THE PAID PREPARER IN CONJUNCTION WITH THE INITIAL REVIEW OF THE FORM 990. AFTER ALL CHANGES HAVE BEEN MADE, AND ALL QUESTIONS ANSWERED, THE CHIEF FINANCIAL OFFICER WILL PROVIDE A COPY OF THE FORM 990 TO THE DOLLAR ENERGY FUND, INC. EXECUTIVE AND FINANCE COMMITTEE. AFTER REVIEWING THE FORM 990 IN DETAIL WITH THE EXECUTIVE AND FINANCE COMMITTEE, THE CHIEF FINANCIAL OFFICER WILL EMAIL A COPY OF THE FORM 990 TO THE ENTIRE DOLLAR ENERGY FUND, INC. BOARD OF DIRECTORS FOR REVIEW. BOARD MEMBERS ARE REQUIRED TO REVIEW THE FORM 990 AND PROVIDE ANY CHANGES OR QUESTIONS TO THE CHIEF FINANCIAL OFFICER BY AN ESTABLISHED DEADLINE. PRIOR TO FINALIZATION, THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS BY THE PAID PREPARER AT A BOARD OF DIRECTORS MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE CHIEF EXECUTIVE OFFICER AND THE BOARD ARE SUFFICIENTLY INVOLVED IN THE DAY-TO-DAY OPERATIONS AND MAINTAIN THE KNOWLEDGE TO IDENTIFY AND ADDRESS ANY CONFLICTS OF INTEREST THAT MAY ARISE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER IS SET BY THE BOARD OF DIRECTORS. COMPENSATION FOR KEY EMPLOYEES IS SET BY THE CHIEF EXECUTIVE OFFICER AND BASED ON COMPARABILITY DATA SUCH AS COMPENSATION LEVELS PAID BY SIMILAR ORGANIZATIONS AND THE AVAILABILITY OF SIMILAR SERVICES IN THE GREATER PITTSBURGH AREA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, FORM 990, AND FINANCIAL STATEMENTS ARE ALL DISCUSSED AND AVAILABLE UPON REQUEST AT THE BI-MONTHLY BOARD MEETINGS OF DOLLAR ENERGY FUND, INC., WHICH ARE OPEN TO THE PUBLIC, OR WHENEVER AN INDIVIDUAL REQUESTS THE INFORMATION ON SITE. THE FORM 990 IS AVAILABLE ON DOLLAR ENERGY FUND INC.'S WEBSITE. FOUR TWELVE RENEWABLES INC 317 EAST CARSON WEST TOWER 106 PITTSBURGH PA 15219 884263183 RENEWABLE ENERGY DEVELOPMENT DE DOLLAR ENERGY FUND INC C 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 FOUR TWELVE RENEWABLES INC Q 6000000 DOLLAR VALUE OF TRANSACTION FOUR TWELVE RENEWABLES INC D 73300000 DOLLAR VALUE OF TRANSACTION