2026-01-22T13:58:21-06:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-10-01 251442933 DOLLAR ENERGY FUND INC DOLL 4124312800 317 EAST CARSON ST WEST TOWER 106 PITTSBURGH PA 15219 DANIEL V CAPONI CHIEF FINANCIAL OFFICER 4124312800 2026-01-21 1 1 KELLY A BROCIOUS P01254262 4126976400 2026-01-20 2024 2025-03-06 01:10:19Z DANIEL V CAPONI 317 EAST CARSON ST WEST TOWER 106 PITTSBURGH PA 15219 42290678 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. 14 13 147 16 14175 0 65470387 28704305 11593324 12640856 1118489 556662 -125762 -110858 78056438 41790965 59674002 23842187 0 0 9035282 10184973 0 0 542808 5333695 4662803 74042979 38689963 4013459 3101002 33568622 35308444 6903507 5176980 26665115 30131464 TO IMPROVE THE QUALITY OF LIFE FOR HOUSEHOLDS EXPERIENCING HARDSHIPS BY PROVIDING UTILITY ASSISTANCE AND OTHER SERVICES THAT LEAD TO SELF-SUFFICIENCY. 0 0 23771602 23771602 1116609 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 PARTNERINGCOMMUNITY-BASED ORGANIZATIONS AT APPLICATION INTAKE, UTILITY CUSTOMERS ARE ALSO INTRODUCED TO ADDITIONAL RESOURCES THAT MAY BENEFIT THEIR HOUSEHOLDS. DURING FISCAL YEAR 2024-2025, DOLLAR ENERGY FUND, INC. PROVIDED GRANTS TO 81,700 HOUSEHOLDS. 11930148 11393719 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, WEST VIRGINIA AMERICAN WATER, OMAHA PUBLIC POWER DISTRICT, COMMUNITY UTILITIES OF PENNSYLVANIA, AQUA WATER PENNSYLVANIA, AQUA WATER ILLINOIS, 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. 76763 70585 130528 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 2024-2025, DOLLAR ENERGY FUND, INC. PROVIDED 2,194 ENERGY EFFICIENCY EDUCATIONAL PACKETS AND ENERGY EFFICIENCY KITS TO AEP-VA CUSTOMERS. 35778513 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 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 5 0 147 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 13 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 DOUG PAPA VICE PRESIDENT 0.50 X X 0 0 0 PAUL ATENCIO VICE PRESIDENT 0.50 X X 0 0 0 NICK MEDDIS TREASURER 0.50 X X 0 0 0 AMANDA COLE SECRETARY 0.50 X X 0 0 0 JOSEPH OTT PAST PRESIDENT 0.50 X X 0 0 0 JUSTIN GOOD UTILITY COMPANY REPRESENTATIVE 0.50 X 0 0 0 RACHEL ROMITO DIRECTOR 0.50 X 0 0 0 JOHN MARKWELL DIRECTOR 0.50 X 0 0 0 REED NATALI DIRECTOR 0.50 X 0 0 0 ELLEN ROSSI DIRECTOR 0.50 X 0 0 0 ELIZABETH SARACENO DIRECTOR (UNTIL 6/25) 0.50 X 0 0 0 VALERIE WIELOCH DIRECTOR (UNTIL 5/25) 0.50 X 0 0 0 PAUL WOOD DIRECTOR 0.50 X 0 0 0 MICHAEL ZANIC DIRECTOR 0.50 X 0 0 0 KYLE O'CONNOR DIRECTOR 0.50 X 0 0 0 CHAD QUINN CHIEF EXECUTIVE OFFICER 40.00 X 337328 0 42665 SEAN SMILES CHIEF INFORMATION OFFICER 40.00 X 216030 0 37624 DAN CAPONI CHIEF FINANCIAL OFFICER 40.00 X 204694 0 40387 LISA STOEBENER CHIEF HUMAN RESOURCES OFFICER 40.00 X 201419 0 32694 ALAN MICHAEL CHIEF OPERATING OFFICER 40.00 X 162308 0 31197 SHAHABUDDIN KAZI CISCO VOIP ENGINEER 40.00 X 144310 0 37243 DAVID BURKHART SYSTEMS ANALYST III 40.00 X 137064 0 9467 CECILY MAHOOD CONTROLLER 40.00 X 103460 0 31417 JENNIFER FERENCE HUMAN RESOURCES DIRECTOR 40.00 X 100082 0 19549 1606695 0 282243 9 0 1 0 0 12877 606853 250000 27834575 28704305 FIRST ENERGY (CAP, WARM, PAYMENT 221000 7493407 7493407 PEOPLES NATURAL GAS 221000 1401066 1401066 MYAPP GRANT APPLICATIONS 221000 1116609 1116609 COLUMBIA GAS OF PENNSYLVANIA CAP 221000 770608 770608 PENNSYLVANIA AMERICAN WATER BILL 221000 614576 614576 1244590 1244590 12640856 555602 555602 296783 295723 1060 1060 1060 78957 606853 203990 -125033 -125033 IPARTNER LICENSES 541511 14175 14175 14175 41790965 12640856 14175 431629 23842187 23842187 1403047 797875 599911 5261 6863868 6050314 558861 254693 263061 226408 20972 15681 1194916 953016 182855 59045 460081 372047 69571 18463 47853 47853 110250 36206 73264 780 20000 20000 67916 67916 387921 108025 154651 125245 26506 1931 24575 47455 28792 18038 625 730126 645463 70320 14343 565792 501131 53336 11325 31552 138 31414 2239 2239 239072 220380 13710 4982 71133 65398 4195 1540 AGENCY REMUNERATION 1643326 1643326 TELEPHONE 330619 287807 36562 6250 TRAINING AND STAFF INCE 182178 182178 EQUIPMENT AND MAINTENAN 157880 157880 985 985 38689963 35778513 2368642 542808 4987662 1564511 11543357 15111648 2411583 1905807 1658093 3124874 18632 4649 4254929 3908439 585562 346490 5437190 6436146 47416 6926543 6766903 33568622 35308444 1589169 550932 20000 213732 5080606 4626048 6903507 5176980 X 14003674 15820635 12661441 14310829 26665115 30131464 33568622 35308444 3101002 365347 0 X 0 1 X 1 0 X 20679525 13462192 12063198 65470387 28704305 140379607 20679525 13462192 12063198 65470387 28704305 140379607 78758580 61621027 152381 188506 253426 1144638 555602 2294553 13500 13500 13500 14175 14175 68850 91173 85844 50902 74806 78957 381682 143124692 52815135 0.43050 0.46230 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENT - 2020 AMOUNT: $ 54,295. 2021 AMOUNT: $ 85,844. 2022 AMOUNT: $ 50,143. 2023 AMOUNT: $ 74,806. 2024 AMOUNT: $ 78,957. REFUND OF PRIOR YEAR EXPENSES - 2020 AMOUNT: $ 36,878. 2022 AMOUNT: $ 759. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 20000 0 0 20000 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 1962909 341876 1430980 1426366 4614 519164 519164 0 346490 OTHER RESTRICTED ASSETS - UTILITY COMPANY MATCHING CREDITS 267975 INTERCOMPANY RECEIVABLE FROM FOUR TWELVE RENEWABLES, INC. AND BE-PINE 1 LLC 5008739 OPERATING LEASE RIGHT OF USE ASSET 1490189 6766903 REFUNDABLE ADVANCE 3000000 OPERATING LEASE LIABILITY 1626048 4626048 X PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED DOLLAR ENERGY TO BE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FURTHER IS CLASSIFIED AS AN ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION. FURTHER, DOLLAR ENERGY ANNUALLY FILES A FORM 990 AND FORM 990T AS APPLICABLE. MANAGEMENT ASSERTS THAT THEY HAVE NO UNCERTAIN TAX POSITIONS REQUIRING THE ESTABLISHMENT OF A LIABILITY OR DISCLOSURE ON THE CONSOLIDATED FINANCIAL STATEMENTS. HEAT THE STREETS 187692 168730 18962 1606 2981 WINTER WARM-UP REQUEST-A-THON 145256 145256 50000 5 352862 292867 59995 17869 8800 5900 116834 685810 606853 78957 17869 8800 7506 169815 203990 -125033 1 GRANTS ARE GIVEN TO LOW-INCOME INDIVIDUALS FOR UTILITY BILL PAYMENT ASSISTANCE. 81700 23771602 ENERGY EFFICIENCY EDUCATIONAL PACKETS AND ENERGY EFFICIENCY KITS ARE PROVIDED TO LOW-INCOME CUSTOMERS OF APPALACHIAN POWER COMPANY VIRGINIA. 2194 70585 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 309828 0 27500 0 0 0 20240 0 22425 0 379993 0 0 0 SEAN SMILES CHIEF INFORMATION OFFICER 193530 0 22500 0 0 0 12962 0 24662 0 253654 0 0 0 DAN CAPONI CHIEF FINANCIAL OFFICER 182194 0 22500 0 0 0 12282 0 28105 0 245081 0 0 0 LISA STOEBENER CHIEF HUMAN RESOURCES OFFICER 178919 0 22500 0 0 0 12085 0 20609 0 234113 0 0 0 ALAN MICHAEL CHIEF OPERATING OFFICER 162308 0 0 0 0 0 9738 0 21459 0 193505 0 0 0 SHAHABUDDIN KAZI CISCO VOIP ENGINEER 133810 0 10500 0 0 0 8659 0 28584 0 181553 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER WILL REVIEW 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 FORM 990. AFTER ALL THE CHANGES HAVE BEEN MADE, AND QUESTIONS ANSWERED, THE CHIEF FINANCIAL OFFICER WILL PROVIDE A COPY OF THE FORM 990 TO THE DOLLAR ENERGY FUND, INC. AUDIT COMMITTEE, AS WELL TO THE ENTIRE DOLLAR ENERGY FUND, INC. BOARD OF DIRECTORS. A DETAILED REVIEW OF FORM 990 IS COMPLETED WITH THE AUDIT COMMITTEE. THE AUDIT COMMITTEE AND BOARD OF DIRECTORS ARE REQURIED TO REVIEW FORM 990 AND PROVIDE CHANGES OR QUESTIONS TO THE CHIEF FINANCIAL OFFICER BY AN ESTABLISHED DEADLINE. APPROVAL OF FORM 990 IS COMPLETED BY THE AUDIT COMMITTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. 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 STREET-WEST TOWER S PITTSBURGH PA 15219 884263183 RENEWABLE ENERGY DEVELOPMENT DE DOLLAR ENERGY FUND INC C 208219 79650914 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 D 67276178 DOLLAR VALUE OF TRANSACTION FOUR TWELVE RENEWABLES INC Q 820940 DOLLAR VALUE OF TRANSACTION