NATIONAL OILHEAT RESEARCH ALLIANCE

EIN: 542024246 Community Improvement

NORWALK, CT

Total Revenue
$7,771,875
Total Expenses
$6,912,978
Total Assets
$20,474,292
Net Assets
$13,853,331
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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
DC
Principal Officer
MICHAEL DEVINE
Phone
4752911599
Tax Period
2023-01-01 to 2023-12-31

NATIONAL OILHEAT RESEARCH ALLIANCE, founded in 2001, is a community nonprofit in the Community Improvement sector that reported $7.8M in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $6.9M left a modest 11% surplus.

Mission

EDUCATE CONSUMERS ABOUT THE BENEFITS OF OILHEAT, TO PERFORM RESEARCH AND DEVELOPMENT, ENCOURAGE HEATING OIL EFFICIENCY AND UPGRADES, AND TO PROVIDE TECHNICAL TRAINING TO PROVIDE BETTER CUSTOMER SERVICE.

Program Service Accomplishments

Program 1

RESEARCH, DEVELOPMENT, AND DEMONSTRATION: IN 2023, THE ALLIANCE GRANTED OR EXPENDED $3,041,576 FOR THE RESEARCH, DEVELOPMENT, AND DEMONSTRATION PROGRAM, INCLUDING $1,867,162 IN NATIONAL SPENDING OF...

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RESEARCH, DEVELOPMENT, AND DEMONSTRATION: IN 2023, THE ALLIANCE GRANTED OR EXPENDED $3,041,576 FOR THE RESEARCH, DEVELOPMENT, AND DEMONSTRATION PROGRAM, INCLUDING $1,867,162 IN NATIONAL SPENDING OF PAST YEAR'S ASSESSMENTS REVENUE. IN 2021, THE ALLIANCE BOARD VOTED TO REALLOCATE UP TO $1.0 MILLION IN NATIONAL SPENDING NOT YET INCURRED FOR RESEARCH, DEVELOPMENT, AND DEMONSTRATION TO THOSE STATES THAT HAVE UTILIZED THEIR BUDGETED GRANTS FOR RESEARCH, DEVELOPMENT, AND DEMONSTRATION FOR ADDITIONAL RESEARCH, DEVELOPMENT, AND DEMONSTRATION SPENDING. IN 2021, THE ALLIANCE GRANTED $307,545 IN SUCH NATIONAL FUNDS TO STATES. THE REMAINING AMOUNT OF THE $1.0 MILLION NOT SPENT IN 2021, WAS REALLOCATED IN 2022 IN ADDITION TO UP TO ANOTHER $1.0 MILLION FOR GRANTS TO STATES THAT HAVE USED THEIR RESEARCH, DEVELOPMENT, AND DEMONSTRATION BUDGETS. IN 2022, THE ALLIANCE GRANTED ANOTHER $370,743 TO STATES. IN 2023, THE ALLIANCE GRANTED $613,441 IN SUCH NATIONAL FUNDS TO STATES THAT IS INCLUDED IN THE AMOUNTS GRANTED OR EXPENDED ABOVE. THE ALLIANCE ALSO BUDGETED $1,169,917 IN ADDITIONAL NATIONAL SPENDING FROM 2023 ASSESSMENTS REVENUE TO BE SPENT SUBSEQUENT TO YEAR-END FOR THE RESEARCH, DEVELOPMENT, AND DEMONSTRATION PROGRAM MAKING THE TOTAL FOR 2023, 32 PERCENT OF NET ASSESSMENTS REVENUE AFTER DEDUCTING THE AMOUNT ADDED TO NET ASSETS UNAVAILABLE FOR OBLIGATION UNTIL OCTOBER 1, 2028. ADDITIONALLY, UNALLOCATED STATE REBATES OF 2023 ASSESSMENTS REVENUE WILL BE USED FOR THE RESEARCH, DEVELOPMENT, AND DEMONSTRATION PROGRAM.

Program 2

CONSUMER EDUCATION, SAFETY, AND TRAINING: IN 2023, THE ALLIANCE GRANTED OR EXPENDED $1,554,774 FOR THE CONSUMER EDUCATION, SAFETY, AND TRAINING PROGRAM, INCLUDING $185,027 IN GRANTS AND SPENDING OF...

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CONSUMER EDUCATION, SAFETY, AND TRAINING: IN 2023, THE ALLIANCE GRANTED OR EXPENDED $1,554,774 FOR THE CONSUMER EDUCATION, SAFETY, AND TRAINING PROGRAM, INCLUDING $185,027 IN GRANTS AND SPENDING OF PAST YEAR'S ASSESSMENTS REVENUE. THE ALLIANCE ALSO BUDGETED $257,936 IN ADDITIONAL NATIONAL SPENDING FROM 2023 ASSESSMENTS REVENUE FOR THE CONSUMER EDUCATION, SAFETY, AND TRAINING PROGRAM, MAKING THE TOTAL FOR 2023, 30 PERCENT OF NET ASSESSMENTS REVENUE AFTER DEDUCTING THE AMOUNT ADDED TO NET ASSETS UNAVAILABLE FOR OBLIGATION UNTIL OCTOBER 1, 2028.

Program 3

HEATING OIL EFFICIENCY AND UPGRADE: IN 2023, THE ALLIANCE GRANTED OR EXPENDED $820,638 FOR THE HEATING OIL EFFICIENCY AND UPGRADE PROGRAM, INCLUDING $17,785 IN SPENDING OF PAST YEAR'S ASSESSMENTS...

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HEATING OIL EFFICIENCY AND UPGRADE: IN 2023, THE ALLIANCE GRANTED OR EXPENDED $820,638 FOR THE HEATING OIL EFFICIENCY AND UPGRADE PROGRAM, INCLUDING $17,785 IN SPENDING OF PAST YEAR'S ASSESSMENTS REVENUE. THE ALLIANCE ALSO BUDGETED $55,289 IN ADDITIONAL NATIONAL SPENDING FROM 2023 ASSESSMENTS REVENUE TO BE SPENT SUBSEQUENT TO YEAR-END FOR THE HEATING OIL EFFICIENCY AND UPGRADE PROGRAM, MAKING THE TOTAL FOR 2023, 16 PERCENT OF NET ASSESSMENTS REVENUE AFTER DEDUCTING THE AMOUNT ADDED TO NET ASSETS UNAVAILABLE FOR OBLIGATION UNTIL OCTOBER 1, 2028. ADDITIONALLY, UNALLOCATED STATE REBATES OF 2023 ASSESSMENTS REVENUE WILL BE USED FOR THE HEATING OIL EFFICIENCY AND UPGRADE PROGRAM.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $7,556,537
Investment Income $223,286
Other Revenue $-7,948
TOTAL REVENUE $7,771,875

Expense Breakdown

Grants Paid $4,269,417
Salaries & Benefits $1,048,807
Fundraising Expenses $0
Other Expenses $1,594,754
TOTAL EXPENSES $6,912,978

Year-over-Year Comparison

2023 2022 Change
Revenue $7,771,875 $8,489,007 -0.1%
Expenses $6,912,978 $6,959,469 0.0%
Net Income $858,897 $1,529,538 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
40
Independent Members
39
Employees
6
Volunteers
39

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$403,947
Total Directors
40
$403,947
Key Employees
1
$312,006
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ERIC DEGESERO TREASURER 2.00
Officer Director
$0 $0 $0
SCOTT VADINO DIRECTOR 1.00
Director
$0 $0 $0
MARIO BOUCHARD DIRECTOR 1.00
Director
$0 $0 $0
MARK CASPERS DIRECTOR 1.00
Director
$0 $0 $0
RICK BOLOGNA IMMEDIATE PAST CHAIRMAN 2.00
Officer Director
$0 $0 $0
MICHAEL DEVINE PRESIDENT 40.00
Officer Director
$362,472 $41,475 $403,947
MATT COTA DIRECTOR 1.00
Director
$0 $0 $0
CHARLES UGLIETTO DIRECTOR 1.00
Director
$0 $0 $0
ROGER MARRAN CHAIRMAN 2.00
Officer Director
$0 $0 $0
BOBBY PARLETT DIRECTOR 1.00
Director
$0 $0 $0
CARTER VAILLANCOURT DIRECTOR 1.00
Director
$0 $0 $0
HAL JOHNSON DIRECTOR 1.00
Director
$0 $0 $0
KATE DUFFEY VICE CHAIRMAN 1.00
Officer Director
$0 $0 $0
SCOTT HACKER DIRECTOR 1.00
Director
$0 $0 $0
STEVE POWERS DIRECTOR 1.00
Director
$0 $0 $0
SANDRA FARRELL DIRECTOR 1.00
Director
$0 $0 $0
DANIEL MATTICE DIRECTOR 1.00
Director
$0 $0 $0
STEVE CLARK DIRECTOR 1.00
Director
$0 $0 $0
MIKE VAN DOREN DIRECTOR 1.00
Director
$0 $0 $0
DAVID COYNE DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL LAMPARELLI DIRECTOR 1.00
Director
$0 $0 $0
CHRIS FAZIO DIRECTOR 1.00
Director
$0 $0 $0
STEVE OEHLERT DIRECTOR 1.00
Director
$0 $0 $0
GARY SIPPIN DIRECTOR 1.00
Director
$0 $0 $0
RANDY GROFT DIRECTOR 1.00
Director
$0 $0 $0
GREG CHILDS DIRECTOR 1.00
Director
$0 $0 $0
JUSTIN JEFFERS DIRECTOR 1.00
Director
$0 $0 $0
BRENT MOORE DIRECTOR 1.00
Director
$0 $0 $0
CLAUDETTE TOWNSEND DIRECTOR 1.00
Director
$0 $0 $0
KRISTYN SCHWEITZER DIRECTOR 1.00
Director
$0 $0 $0
ALLISON HEANEY DIRECTOR 1.00
Director
$0 $0 $0
LEANN PANNEBIANCO DIRECTOR 1.00
Director
$0 $0 $0
DAVE WALTON DIRECTOR 1.00
Director
$0 $0 $0
JACQUELINE HART DIRECTOR 1.00
Director
$0 $0 $0
JOHN MCCUSKER DIRECTOR 1.00
Director
$0 $0 $0
TED NOONAN DIRECTOR 1.00
Director
$0 $0 $0
BILL REICHERT JR DIRECTOR 1.00
Director
$0 $0 $0
KATIE FOSTER DIRECTOR 1.00
Director
$0 $0 $0
DOUG FREDERICKS DIRECTOR 1.00
Director
$0 $0 $0
LEVI BOURNE DIRECTOR 1.00
Director
$0 $0 $0
THOMAS BUTCHER RESEARCH MANAGER 40.00
Key Emp
$228,464 $83,542 $312,006
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $7,771,875 $6,912,978 $20,474,292 $858,897
2022 $8,489,007 $6,959,469 $18,896,161 $1,529,538
2021 $8,522,495 $6,960,125 $16,722,027 $1,562,370
2020 $8,023,785 $6,778,355 $15,269,654 $1,245,430
2019 $9,427,670 $7,018,912 $14,064,295 $2,408,758
2018 $9,572,743 $8,482,833 $12,488,475 $1,089,910
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