CENTER FOR ENERGY AND ENVIRONMENT: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR ENERGY AND ENVIRONMENT (EIN 41-1647799)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202611469349301006
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T12:56:34-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411647799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR ENERGY AND ENVIRONMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 6123355858 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 3rd Avenue North Suite 560 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephanie Haddad | PersonNm |
| Person Title | Chief Operating Officer | PersonTitleTxt |
| Phone | 6122442490 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Christopher Duffrin | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 3rd Avenue North | AddressLine1Txt |
| Address Line2 | Suite 560 | AddressLine2Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,689,240 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mncee.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | The Center for Energy and Environment (CEE) is a clean energy nonprofit with decades of special expertise in energy efficiency. Working in homes, buildings, and communities, CEE discovers and deploys the most effective energy solutions to strengthen the economy and improve the environment. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 326 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,854,162 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,764,586 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,899,890 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,372,600 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,060,762 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,537,037 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$156,664 | PYOtherRevenueAmt |
| CY Other Revenue | -$132,123 | CYOtherRevenueAmt |
| PY Total Revenue | $33,658,150 | PYTotalRevenueAmt |
| CY Total Revenue | $39,542,100 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,125 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,648,256 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,947,412 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,144,156 | PYOtherExpensesAmt |
| CY Other Expenses | $11,081,442 | CYOtherExpensesAmt |
| PY Total Expenses | $29,798,537 | PYTotalExpensesAmt |
| CY Total Expenses | $37,029,854 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,859,613 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,512,246 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $52,060,163 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,772,531 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,307,624 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,519,788 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,752,539 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,252,743 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Center for Energy and Environment's mission is to discover and deploy the most effective energy solutions that strengthen the economy and improve the environment. The Minnesota-based nonprofit provides practical energy solutions for homes, businesses, and communities. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,223,134 | ExpenseAmt |
| Grant | $1,000 | GrantAmt |
| Revenue | $21,566,649 | RevenueAmt |
| Desc | ENERGY CONSERVATION SERVICES: CEE delivers programs throughout the upper Midwest and other cold-climate U.S. regions. CEE's programs reduce energy use, improve safety, and lower utility costs in Minnesota's homes, businesses, and communities. With competitive funding from government grants, utilities, philanthropy, and program partners, every year CEE supports improvement opportunities in more than 10,000 homes and businesses. We prioritize reducing the costs of energy services and maximizing bill savings for all Minnesotans. In residential programming, CEE delivers the utility-funded Home Energy Squad, pairing energy-saving installations with energy assessments to improve home comfort and savings. In 2025, CEE completed over 7,200 visits and helped save energy amounting to about 3 gigawatt hours and 29,000 decatherms. And 1,498 residents used the free Energy Advisor Service to complete energy efficiency projects and earn 1,767 rebates. Also in residential programming, CEE's utility-supported Multifamily Energy Solutions program has served over 14,000 multifamily units, resulting in annual average savings of $27 per unit on natural gas bills and an additional $11 per unit on electricity. In 2025, over 50 Rochester households attended Neighbor Energy Challenge workshops and CEE staff delivered over 480 energy saving kits to residents in Duluth, Eagan, Rochester, and Worthington. Separately in 2025, CEE's Authorized Insulation Contractor Program completed 26 onsite quality assurance inspections and 8 remote quality assurance inspections, onboarded 7 new contractors, and certified 18 new crew leaders. Another residential program, CEE's New Homes Single-family and Multifamily Rater Services, performed a variety of energy consulting and ratings for 302 homes and 95 builders; for multifamily developers, the program worked on 19 buildings with 9 builders and 11 developers covering over 500 apartment units. Among CEE's services for businesses, One-Stop Efficiency Shop offers a full-service rebate program for small- to mid-size businesses in Xcel Energy's Minnesota services territory, with a focus on lighting, free smart thermostat installations, rooftop unit improvements, and refrigeration. In 2025, One-Stop completed 1,843 projects including 696 smart thermostat installations, leading to the conservation of 13 megawatts and 59.3 gigawatt hours of energy, as well as $11 million in disbursed rebates and $6 million in annual savings for local businesses. Programming for communities relies on local insights and data to tailor planning to each community's unique goals. In 2025, CEE implemented the utility-funded Partners in Energy program for 22 cities, providing services to develop and implement energy action plans. CEE also offers consulting to help communities reach their goals with support for project financing, policy and technical advising, stakeholder engagement, energy benchmarking, resilience planning, and more. In 2025, CEE became the technical assistance provider for Minnesota's federally funded, low-income Weatherization Assistance Program. Our support for underserved communities also includes energy-rating and quality assurance for affordable housing, disadvantaged communities, as well as workforce training. CEE offers utility-supported paid training to join the clean energy sector as energy auditors, insulation installers, line workers, and contractors. In 2025, CEE trained more than 125 people for energy-sector careers. In 2025, we added 10 new contractors as employer hosts for 14-week long internships. Separately, CEE also delivers Minnesota Home Energy Training, a state-funded program that similarly recruits, trains, and supports energy efficiency careers. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,375,412 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $986,482 | RevenueAmt |
| Desc | MARKET TRANSFORMATION: CEE was previously selected through a rigorous application process to deliver Minnesota's Efficient Technology Accelerator (ETA), a statewide market transformation program to accelerate deployment and reduce the cost of promising new technologies, bringing lower energy bills and environmental benefits to all Minnesotans. Starting at an early stage of development, ETA's work is closely monitored by Minnesota's Department of Commerce, funding utilities, and other key stakeholders. In 2025, CEE's ETA program used multiple approaches to promote heat pumps, a well-vetted technology to decarbonize heating in single-family homes. CEE's efforts have helped ducted heat pumps to jump from just 4% of the HVAC cooling market in 2020 to 17% by 2025. To support the growth, CEE trained 270 HVAC contractors to properly install and effectively sell heat pumps. Our preferred contractor list expanded to 73 contractors to help Minnesotans save money and cut carbon emissions. ETA also helped dramatically advance Minnesota's residential energy code. A state advisory committee adopted all of CEE's 17 sponsored amendments to the recent residential energy building code. The resulting code will reduce energy use by 21 percent and generate 30-year net savings of $37,200 to Minnesota homeowners. In the filing year, ETA reached a major milestone, for the first time reporting statewide energy savings, cost-effectiveness, and emissions reductions related to residential heat pumps, high-performance windows in new construction, and LLLC lighting controls. Early evidence of market shifts and reduced barriers include increased product availability, improved contractor familiarity, and notable upticks in adoption of ETA's promoted technologies. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,096,919 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,460,337 | RevenueAmt |
| Desc | LENDING: In 2025, CEE disbursed 1,801 home improvement loans totaling over $21 million. In recognition of CEE's integrity as an exemplary lender, the MN Housing Finance Agency annually recognizes CEE's loan officers among top producers of Fix Up loans. CEE's statewide and county loans make it more feasible for homeowners in Minnesota to make energy efficiency improvements and remodel their homes with low-interest financing. Thanks to strong partnerships with many cities, CEE offers several special loan, grant, and down payment assistance programs for Minnesotans. Throughout the state, CEE has improved residential and commercial properties through project financing for over 40 years. Aligned with CEE's mission, our loan programs promote energy efficiency and make improvements more manageable. Government partners benefit from CEE's efficient administration of their loan funds to meet specific community goals. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $2,231,489 | $0 | $1,358,723 | RESEARCH: From field studies to data-driven analyses, CEE's research provides actionable insights to help reduce energy use, lower costs, and advance clean energy technologies. Current focus areas include heat pumps, envelope sealing, building energy codes, and efficient commercial refrigeration. In 2025, CEE managed 27 active research projects investigating a wide range of energy-related technologies, field-testing and reporting on 22 building technologies. With competitive funding from Minnesota's Department of Commerce, Division of Energy Resources, and utility partners, CEE investigates and identifies a wide range of cost-effective technologies and ideas. From homes to high-rises, CEE field-tests building systems and equipment, generating objective data on measured energy savings. Our nationally recognized research staff has published more than 100 technical papers on building and mechanical system performance. Having earned a reputation as a national expert on cold-climate heat pump technology for residential buildings, CEE is now helping to study heat pumps for commercial buildings as well. In 2025, we recruited 12 businesses to install and test high-performance HVAC rooftop units. And because insulation and air sealing are critical factors in energy use, in 2025 we tested continuous exterior insulation as a retrofit for single-family homes, a spray applied "aero-barrier" to tighten leaky homes, and a new method to air-seal crawlspaces. We also began a research project to reduce loads in commercial buildings, which tend to be harder to retrofit with insulation than residential buildings. |
| $564,547 | $0 | $409 | PUBLIC POLICY SUPPORT AND DISSEMINATION: CEE advances clean energy policy at local, state, and national levels. Informed by research and real-world insights from program practitioners, CEE's policy work prioritizes equitable, realistic solutions and broad-based, non-partisan coalitions to advance policies with broad support to stand the test of time. In 2025, CEE successfully negotiated a new low-income weatherization fund paid by large data centers in Minnesota. CEE's collaborative efforts resulted in nation-leading legislation for a $2 million-$5 million annual fee on large data centers to fund low-income weatherization in Minnesota. Fees from two recently announced data centers will increase the state's federal low-income weatherization appropriation by approximately 50%. CEE also successfully established a new multi-factor utility performance incentive to advance efficiency policy goals. We built consensus to shift to a broader framework that encourages investments in insulation, air sealing, income-qualified programs, and electrification. Separately, CEE helped Minnesota to set an electric heating rate that is nearly 50% lower than Xcel Energy's winter electric rate. Every year, CEE engages communities, businesses, and individuals about better choices to reduce carbon emissions, save money, foster innovation, and improve equity. Aligned with our mission, we share our learning on a variety of energy-related topics to help inform and improve our field and people's lives. In 2025 CEE published 41 educational blog posts, 9 news releases, 16 reports or case studies, hundreds of social media posts on multiple platforms, and also contributed to about two-dozen traditional media news stories. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,796,036 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,359,132 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $29,491,501 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 210 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 326 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Doug Will | PersonNm |
| Phone | 6124557886 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 3rd Avenue N | AddressLine1Txt |
| Address Line2 | Suite 560 | AddressLine2Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| Christopher Duffrin | |||||||||
| President | 50 | 0 | Yes (X) | $240,747 | $0 | $40,404 | |||
| Stephanie Haddad | |||||||||
| Chief Operating Officer/Corporate Secretary | 50 | 0 | Yes (X) | $188,644 | $0 | $22,312 | |||
| Rebecca Schumacher | |||||||||
| VP Community Energy Solutions | 50 | 0 | $173,902 | $0 | $33,907 | Yes (X) | |||
| Anthony Beman | |||||||||
| Sales Strategy Manager | 50 | 0 | $175,733 | $0 | $31,728 | Yes (X) | |||
| Carl Nelson | |||||||||
| VP Market Solutions | 50 | 0 | $183,175 | $0 | $23,462 | Yes (X) | |||
| Bradley Obermueller | |||||||||
| Lighting Consultant | 50 | 0 | $170,684 | $0 | $32,167 | Yes (X) | |||
| Mark Rader | |||||||||
| Lighting Consultant | 50 | 0 | $167,421 | $0 | $32,549 | Yes (X) | |||
| Doug Will | |||||||||
| Chief Financial Officer | 50 | 0 | Yes (X) | $171,466 | $0 | $21,363 | |||
| David Bohac | |||||||||
| Senior Engineer II | 50 | 0 | $153,916 | $0 | $34,144 | Yes (X) | |||
| Erik Ennen | |||||||||
| Facilities Service Manager | 50 | 0 | $152,946 | $0 | $31,209 | Yes (X) | |||
| Amanda Novak | |||||||||
| Board Chair | 2 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LisaBeth Barajas | |||||||||
| Vice Chair | 2 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Nancy Tyra-Lukens | |||||||||
| Treasurer | 2 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Julia Donaldson | |||||||||
| Director | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Thomas Garry | |||||||||
| Director | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Jimmy Loyd | |||||||||
| Director | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Pepe Wonosikou | |||||||||
| Director | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,778,634 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $303,245 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 48 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Element Insulation LLC | ||||||
| 500 Apollo Drive | Lino Lakes | MN | 55014 | Contractor services | $218,530 | |
| The Cadmus Group LLC | ||||||
| 410 Totten Pond Rd | Waltham | MA | 02451 | HVAC Market Research | $203,166 | Suite 400 |
| Midland HVAC LLC | ||||||
| 4804 Park Glen Rd | Minneapolis | MN | 55416 | Contractor services | $182,644 | |
| Clifton Larson Allen LLP | ||||||
| 220 S Sixth Street | Minneapolis | MN | 55402 | Auditing and consulting services | $182,017 | |
| Fernhill Shopworks LLC | ||||||
| 4333 NE Mason St | Portland | OR | 97218 | Technical training services | $113,640 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $10,769,375 | GovernmentGrantsAmt |
| All Other Contributions | $995,211 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $11,764,586 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Energy Conservation | 541330 | $21,566,649 | $21,566,649 | $0 | $0 |
| Market Transformation | 541620 | $986,482 | $986,482 | $0 | $0 |
| Lending | 522291 | $2,460,337 | $2,460,337 | $0 | $0 |
| Research | 541710 | $1,358,723 | $1,358,723 | $0 | $0 |
| Policy and Education | 541690 | $409 | $409 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,372,600 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,512,423 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,512,423 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $24,614 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $24,614 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,614 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,614 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Gross Sales Of Inventory | $10,250 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $147,140 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$136,890 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$136,890 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,767 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,767 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,767 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,542,100 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,265,091 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,512,423 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Program Services | $1,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $957,936 | TotalAmt |
| Program Services | $597,825 | ProgramServicesAmt |
| Management And General | $360,111 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,671,112 | TotalAmt |
| Program Services | $15,907,688 | ProgramServicesAmt |
| Management And General | $3,763,424 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,820,673 | TotalAmt |
| Program Services | $2,879,420 | ProgramServicesAmt |
| Management And General | $941,253 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,497,691 | TotalAmt |
| Program Services | $1,130,560 | ProgramServicesAmt |
| Management And General | $367,131 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,227 | TotalAmt |
| Management And General | $55,227 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,934 | TotalAmt |
| Management And General | $147,934 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,000 | TotalAmt |
| Management And General | $55,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,986 | TotalAmt |
| Management And General | $117,986 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,944,087 | TotalAmt |
| Program Services | $4,763,956 | ProgramServicesAmt |
| Management And General | $180,131 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,741 | TotalAmt |
| Program Services | $125,230 | ProgramServicesAmt |
| Management And General | $4,511 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,244,579 | TotalAmt |
| Program Services | $2,020,542 | ProgramServicesAmt |
| Management And General | $224,037 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $889,060 | TotalAmt |
| Program Services | $307,664 | ProgramServicesAmt |
| Management And General | $581,396 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $570,356 | TotalAmt |
| Program Services | $456,348 | ProgramServicesAmt |
| Management And General | $114,008 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,156 | TotalAmt |
| Program Services | $386,234 | ProgramServicesAmt |
| Management And General | $42,922 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,653 | TotalAmt |
| Program Services | $216,396 | ProgramServicesAmt |
| Management And General | $64,257 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,840 | TotalAmt |
| Management And General | $2,840 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,519 | TotalAmt |
| Program Services | $268,452 | ProgramServicesAmt |
| Management And General | $67,067 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,900 | TotalAmt |
| Program Services | $262,356 | ProgramServicesAmt |
| Management And General | $65,544 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Loan fees | $165,380 | $165,380 | $0 | $0 |
| Bad debt expense | $273,927 | $0 | $273,927 | $0 |
| Other expenses | $112,097 | $2,450 | $109,647 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,029,854 | TotalAmt |
| Program Services | $29,491,501 | ProgramServicesAmt |
| Management And General | $7,538,353 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,562,955 | BOYAmt |
| EOY | $10,086,632 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $212,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,526,712 | BOYAmt |
| EOY | $6,543,369 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,066,793 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,524 | BOYAmt |
| EOY | $60,756 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $507,635 | BOYAmt |
| EOY | $570,682 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,817,206 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,611,446 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $889,993 | BOYAmt |
| EOY | $1,205,760 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,852,086 | BOYAmt |
| EOY | $21,254,972 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,044,611 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,114,413 | BOYAmt |
| EOY | $13,039,303 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,499,052 | BOYAmt |
| EOY | $1,754,446 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,060,163 | BOYAmt |
| EOY | $56,772,531 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,267,601 | BOYAmt |
| EOY | $3,040,643 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,005,052 | BOYAmt |
| EOY | $1,939,823 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,034,971 | BOYAmt |
| EOY | $5,539,322 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,307,624 | BOYAmt |
| EOY | $10,519,788 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,370,389 | BOYAmt |
| EOY | $45,349,643 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,382,150 | BOYAmt |
| EOY | $903,100 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,752,539 | BOYAmt |
| EOY | $46,252,743 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,060,163 | BOYAmt |
| EOY | $56,772,531 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,512,246 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $987,958 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,337,885 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,419,755 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,086,525 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,854,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,764,586 | CurrentTaxYearAmt |
| Total | $27,462,913 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,658,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,530,786 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,155,178 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,778,827 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,265,081 | CurrentTaxYearAmt |
| Total | $105,387,976 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,995,989 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,950,541 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,241,703 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,632,989 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,029,667 | CurrentTaxYearAmt |
| Total | $132,850,889 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,463,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,464,978 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,921,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,896,289 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,915,830 | CurrentTaxYearAmt |
| Total | $27,661,933 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,463,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,464,978 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,921,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,896,289 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,915,830 | CurrentTaxYearAmt |
| Total | $27,661,933 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $105,188,956 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $132,490 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $540,777 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,025,160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,512,423 | CurrentTaxYearAmt |
| Total | $3,293,096 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $132,490 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $540,777 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,025,160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,512,423 | CurrentTaxYearAmt |
| Total | $3,293,096 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,128,479 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,032,787 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,782,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,658,149 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,542,090 | CurrentTaxYearAmt |
| Total | $136,143,985 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.77263 | PublicSupportCY509Pct |
| Public Support PY509 | 0.83173 | PublicSupportPY509Pct |
| Investment Income CY | 0.02419 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01801 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $55,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $55,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | Amount paid to lobbyists in exchange for providing advice and to represent the organization relative to the legislative process in the state of Minnesota. A small amount of staff time is spent working with the lobbyist. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,172,707 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,719,473 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,776,292 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $3,115,888 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,938,705 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,294,501 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,060,499 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $1,172,707 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,152,953 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,125,357 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,339,605 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $2,938,705 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,701,229 | BeginningYearBalanceAmt |
| Contributions | $3,001,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,441,223 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,989,499 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $2,152,953 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,721,632 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $4,991,397 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,011,800 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $2,701,229 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,643,525 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,078,488 | DepreciationAmt |
| Book Value | $565,037 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,334,029 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,733,055 | DepreciationAmt |
| Book Value | $600,974 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,839,652 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,799,903 | DepreciationAmt |
| Book Value | $39,749 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,205,760 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program loans receivable | Desc |
| Book Value | $13,039,303 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $13,039,303 | TotalBookValueProgramRltdAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Revolving loan funds | $2,684,161 |
| Loan servicing client funds | $258,085 |
| Operating lease liability | $2,569,882 |
| Financing lease liability | $27,194 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,539,322 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $40,559,212 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $987,958 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $987,958 | RevenueNotReportedAmt |
| Revenue Subtotal | $39,571,254 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $117,986 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$147,140 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$29,154 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $39,542,100 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $37,059,008 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $37,059,008 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $117,986 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$147,140 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$29,154 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,029,854 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | The Board has designated these funds for community rehabilitation and commercial energy improvement projects. The funds are intended to support program-related investments through low-interest loans for energy-related improvements in the residential, commercial, and nonprofit sectors. |
| Schedule D, Part XI, Line 4b | Cost of Goods Sold is included in the revenue section for 990 reporting and included in expenses for audit reporting purposes. |
| Schedule D, Part XII, Line 4b | Cost of Goods Sold is included in the revenue section for 990 reporting and included in expenses for audit reporting purposes. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Christopher Duffrin | ||||||||||||||
| President | $240,747 | $0 | $0 | $0 | $0 | $0 | $19,547 | $0 | $20,857 | $0 | $281,151 | $0 | $0 | $0 |
| Stephanie Haddad | ||||||||||||||
| Chief Operating Officer/Corporate Secretary | $188,644 | $0 | $0 | $0 | $0 | $0 | $13,198 | $0 | $9,114 | $0 | $210,956 | $0 | $0 | $0 |
| Rebecca Schumacher | ||||||||||||||
| VP Community Energy Solutions | $173,902 | $0 | $0 | $0 | $0 | $0 | $13,062 | $0 | $20,845 | $0 | $207,809 | $0 | $0 | $0 |
| Anthony Beman | ||||||||||||||
| Sales Strategy Manager | $113,304 | $0 | $62,429 | $0 | $0 | $0 | $11,257 | $0 | $20,471 | $0 | $207,461 | $0 | $0 | $0 |
| Carl Nelson | ||||||||||||||
| VP Market Solutions | $183,175 | $0 | $0 | $0 | $0 | $0 | $14,351 | $0 | $9,111 | $0 | $206,637 | $0 | $0 | $0 |
| Bradley Obermueller | ||||||||||||||
| Lighting Consultant | $100,906 | $0 | $69,778 | $0 | $0 | $0 | $11,732 | $0 | $20,435 | $0 | $202,851 | $0 | $0 | $0 |
| Mark Rader | ||||||||||||||
| Lighting Consultant | $100,376 | $0 | $67,045 | $0 | $0 | $0 | $13,354 | $0 | $19,195 | $0 | $199,970 | $0 | $0 | $0 |
| Doug Will | ||||||||||||||
| Chief Financial Officer | $171,466 | $0 | $0 | $0 | $0 | $0 | $11,393 | $0 | $9,970 | $0 | $192,829 | $0 | $0 | $0 |
| David Bohac | ||||||||||||||
| Senior Engineer II | $153,916 | $0 | $0 | $0 | $0 | $0 | $16,367 | $0 | $17,777 | $0 | $188,060 | $0 | $0 | $0 |
| Erik Ennen | ||||||||||||||
| Facilities Service Manager | $114,211 | $0 | $38,735 | $0 | $0 | $0 | $13,549 | $0 | $17,660 | $0 | $184,155 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | Certain positions are compensated based on energy savings generated. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 8b | The organization does not have any committees that have the authority to act of behalf of the governing body. |
| Form 990, Part VI, Section B, Line 11b | The Form 990 and related schedules are prepared by the accounting team under the direction of the Chief Financial Officer. A draft is provided to the President and Chief Operating Officer for review. Based on their review and discussion, revisions are incorporated as appropriate. The final draft is presented to the Finance Committee and the full Board of Directors prior to filing. |
| Form 990, Part VI, Section B, Line 12c | The organization maintains a written conflict of interest policy that applies to members of the Board of Directors and officers. A conflict of interest may arise when the organization considers a transaction or arrangement involving a covered individual, or an entity in which such individual has a material financial interest, substantial influence, or a compensation arrangement. The policy is monitored and enforced through an annual review. Covered individuals are required to acknowledge the policy annually and disclose any actual or potential conflicts. Disclosed conflicts are reviewed by the Board of Directors, which determines whether a conflict exists and, if so, how it will be addressed. Proceedings related to conflicts of interest are documented in the minutes of Board meetings. |
| Form 990, Part VI, Section B, Line 15 | The organization follows a formal process to determine compensation for its President/CEO, Chief Operating Officer, Chief Financial Officer, other officers and key employees, and all employees. The compensation benchmarking process is conducted by the Human Resources department under the supervision of the Chief Human Resources Officer (CHRO). As part of this process, the Human Resources department obtains and analyzes appropriate comparability data, including external published salary surveys, industry compensation studies, and other publicly available data for similarly situated organizations, taking into account size, geographic location, and scope of responsibilities. When appropriate, the organization may engage an independent third party to assist with compensation analysis. For the President/CEO, the results of this analysis, together with relevant information regarding the position's duties, experience, and performance, are presented to the Board of Directors. The Board, composed of independent members, reviews the comparability data, deliberates, and approves the President/CEO's compensation in advance of implementation. Members with a conflict of interest recuse themselves from the discussion and decision-making process. For other officers, key employees, and all other employees, the same benchmarking and review process is followed. Compensation decisions are reviewed and approved by authorized members of management, based on the analysis prepared by the Human Resources department. The basis for compensation decisions, including the data reviewed and the rationale for determinations, is contemporaneously documented, as appropriate, in organizational records and, for the President/CEO, in the minutes of Board meetings. Benchmarking and compensation reviews are conducted at least annually, with periodic comprehensive market reviews performed as needed. |
| Form 990, Part VI, Section C, Line 19 | The organization's governing documents, conflict of interest policy, and audited financial statements are not generally made available to the public. The organization complies with applicable public inspection requirements for its Form 990, including all required schedules, amendments, and its application for tax-exempt status, as required by law. |
| Form 990, Part IX, Line 11g | Contracted consultants 476,573; Project subcontractors: Market Research 197,990; Evaluation 14,690; NEEA 92,560; Website & Marketing 76,943; Data Agreements 25,250; Electrician 27,525; Training 668,234; Other general subcontractors 3,364,322. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Center for Energy and Environment | BusinessNameLine1Txt |
| Business Name Line2 | VEBA Health Savings Trust | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 Third Ave North | AddressLine1Txt |
| Address Line2 | Suite 560 | AddressLine2Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208464879 | EIN |
| Primary Activities | Fund benefits under the HRA plan | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Exempt Code Section | 501c9 | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Center for Energy and Environment | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Center for Energy and Environment | BusinessNameLine1Txt |
| Business Name Line2 | VEBA Health Savings Trust | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | r | TransactionTypeTxt |
| Involved | $286,000 | InvolvedAmt |
| Method Of Amount Determination | Organization is a VEBA Trust that houses funds for a health reimbursement arrangement account for eligible employees. The Board establishes a monthly dollar amount that is contributed on behalf of each eligible employee. The amount presented is the cash value that was provided into the VEBA account on behalf of employees during the year. | MethodOfAmountDeterminationTxt |