CONSORTIUM FOR ENERGY EFFICIENCY INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CONSORTIUM FOR ENERGY EFFICIENCY INC (EIN 68-0257528)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349304794
- Schema version
- 2021v4.2
- 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 | 2022-11-15T09:13:17-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HIGHWOOD DRIVE | AddressLine1Txt |
| City | TEWKSBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01876 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680257528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSORTIUM FOR ENERGY EFFICIENCY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONS | BusinessNameControlTxt |
| Phone | 6175893949 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 VILLAGE ROAD 202 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01949 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD J WISNIEWSKI | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6175893949 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | WISNIEWSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW KALIL CPA MBA | PreparerPersonNm |
| PTIN | P01517069 | PTIN |
| Phone | 9785575300 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EDWARD J WISNIEWSKI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 VILLAGE ROAD 202 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01949 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,677,638 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CEE1.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | AS THE CONSORTIUM FOR ENERGY EFFICIENCY, UNITED STATES AND CANADIAN EFFICIENCY PROGRAM ADMINISTRATORS DEVELOP CUTTING-EDGE STRATEGIES TO ACCELERATE COMMERCIALIZATION OF ENERGY EFFICIENT SOLUTIONS TO BENEFIT GAS AND ELECTRIC CUSTOMERS, UTILITY SYSTEMS, AND THE ENVIRONMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,345,631 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,494,059 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,976 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,424 | CYInvestmentIncomeAmt |
| PY Other Revenue | $159,631 | PYOtherRevenueAmt |
| CY Other Revenue | $182,155 | CYOtherRevenueAmt |
| PY Total Revenue | $3,509,238 | PYTotalRevenueAmt |
| CY Total Revenue | $3,677,638 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,336,663 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,398,718 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $819,631 | PYOtherExpensesAmt |
| CY Other Expenses | $635,377 | CYOtherExpensesAmt |
| PY Total Expenses | $3,156,294 | PYTotalExpensesAmt |
| CY Total Expenses | $3,034,095 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $352,944 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $643,543 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,105,698 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,900,688 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $575,188 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $714,169 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,530,510 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,186,519 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AS THE CONSORTIUM FOR ENERGY EFFICIENCY, UNITED STATES AND CANADIAN EFFICIENCY PROGRAM ADMINISTRATORS DEVELOP CUTTING-EDGE STRATEGIES TO ACCELERATE COMMERCIALIZATION OF ENERGY EFFICIENT SOLUTIONS TO BENEFIT GAS AND ELECTRIC CUSTOMERS, UTILITY SYSTEMS, AND THE ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,032,341 | ExpenseAmt |
| Revenue | $182,155 | RevenueAmt |
| Desc | UTILITY EXPERTS MANAGED THE PIPELINE OF FUTURE OPPORTUNITIES THROUGH THE EMERGING TECHNOLOGIES COLLABORATIVE. THESE MEMBERS EVALUATED NEW TECHNOLOGIES AND APPROACHES AGAINST HONED CRITERIA TO IDENTIFY OPPORTUNITIES FOR PROGRAMS TO SUCCEED.IN ADDITION TO SUPPORTING TRADITIONAL INITIATIVES, THE ORGANIZATION CONTINUED WORK TO REPRESENT THE NEW PUBLIC BENEFIT POSSIBLE FROM EFFICIENCY PROGRAMS IN THE CONTEXT OF THE CEE IDSM FRAMEWORK WHICH MANIFESTS IN THE RESIDENTIAL SECTOR AS THE CEE INTEGRATED HOME AND IN THE COMMERCIAL AND INDUSTRIAL SECTOR AS DYNAMIC ENERGY MANAGEMENT. THE STRATEGIC ENERGY MANAGEMENT INITIATIVE PROVIDES AN ADDITIONAL APPLICATION.THE ORGANIZATION MAINTAINED ACTIVE COMMITTEES TO ADDRESS BEST PRACTICE FOR PROGRAM EVALUATION, AND TO SUPPORT PROGRAM ADMINISTRATORS IN APPLYING BEHAVIORAL SCIENCE TO THE DESIGN AND IMPLEMENTATION OF ENERGY SAVING PROGRAMS.CEE ACTIVELY MANAGES NINETEEN BINATIONAL INITIATIVES THAT ADDRESS SCALED ENERGY SAVINGS OPPORTUNITIES WITHIN RESIDENTIAL, COMMERCIAL, AND INDUSTRIAL FACILITIES. CEE MEMBERS WORK TOGETHER THROUGH DEDICATED COMMITTEES TO ASSESS THE MOST SIGNIFICANT SAVINGS OPPORTUNITIES, DETERMINE COMMERCIALLY VIABLE PERFORMANCE LEVELS FOR ASSOCIATED ENERGY EFFICIENT PRODUCTS AND SERVICES, AND INTERACT WITH MANUFACTURERS AND OTHER MARKET STAKEHOLDERS TO DEVELOP CREDIBLE MARKET BASED APPROACHES FOR ENCOURAGING MARKET UPTAKE AND TO ACHIEVE VERIFIABLE ENERGY SAVINGS AND LOAD REDUCTIONS. CEE MEMBERS ARE EMPOWERED TO MEASURABLY REDUCE ENERGY USE IN THEIR SEPARATE JURISDICTIONS LEVERAGING THEIR ROLE AS TRUSTED ENERGY ADVISORS FOR THEIR CUSTOMERS. THE VOLUNTARY ADOPTION OF CEE'S INITIATIVES ADDRESSES BOTH THE SUPPLY AND DEMAND FOR EFFICIENT, DEMAND FLEXIBLE, PRODUCTS, BUILDINGS, AND SERVICES. THESE PROGRAMS THEN PROVIDE MEASURABLE IMPACTS TO SERVE PUBLIC BENEFIT OBJECTIVES OF CUSTOMER AFFORDABILITY, SYSTEM RELIABILITY, DECARBONIZATION, EQUITY, AND A HOST OF NON-ENERGY IMPACTS. | Desc |
| Total Program Service Expenses | $2,032,341 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | 0 | 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 27 | 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 |
| 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | Yes (1) | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK MONTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175893949 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 VILLAGE ROAD 202 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01949 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| NAOMI BAUM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK GUNDAL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE HOBSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL HUANG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARRY JONES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE LACEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOMINICK LUCE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DENISE MUNOZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS PORTER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID POSTER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN PRUSNEK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK SCHOENHEIDER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NIK SCHRUDER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALOK SINGH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB STOLARSKI | |||||||
| DIRECTOR (UNTIL JUN 2021) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN STRATTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL ZAWESKI | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOHN BOLADIAN | |||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SARAH VAN DER PAELT | |||||||
| FIRST VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID GOLDSTEIN | |||||||
| SECOND VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL BUSHEY | |||||||
| SECRETARY (UNTIL MAY 2021) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CINDY HERRON | |||||||
| SECRETARY (SINCE JUN 2021) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| EDWARD WISNIEWSKI | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $346,143 | $0 | $24,275 | Yes (X) | ||
| JOHN ATAYLOR | |||||||
| DEPUTY DIRECTOR | 40.00 | $140,714 | $0 | $21,494 | Yes (X) | ||
| JACK F MONTE | |||||||
| DIRECTOR OF FINANCE & ADMI | 40.00 | $125,624 | $0 | $11,671 | Yes (X) | ||
| ARLENE J LANCIANI | |||||||
| PRINCIPAL PROGRAM MANAGER | 40.00 | $119,754 | $0 | $14,959 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $732,235 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $72,399 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APTARIA INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1765 GREENSBORO STATION PLACE SUIT | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | IT SERVICES | ServicesDesc |
| Compensation | $169,530 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,680,231 | MembershipDuesAmt |
| All Other Contributions | $813,828 | AllOtherContributionsAmt |
| Total Contributions | $3,494,059 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,424 | TotalRevenueColumnAmt |
| Exclusion | $1,424 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $182,155 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $182,155 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $182,155 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,677,638 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $182,155 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,424 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,602 | TotalAmt |
| Program Services | $7,572 | ProgramServicesAmt |
| Management And General | $371,030 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,681,584 | TotalAmt |
| Program Services | $1,323,747 | ProgramServicesAmt |
| Management And General | $357,837 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,005 | TotalAmt |
| Program Services | $35,376 | ProgramServicesAmt |
| Management And General | $10,629 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,470 | TotalAmt |
| Program Services | $106,199 | ProgramServicesAmt |
| Management And General | $41,271 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,057 | TotalAmt |
| Program Services | $94,635 | ProgramServicesAmt |
| Management And General | $50,422 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,668 | TotalAmt |
| Program Services | $36,970 | ProgramServicesAmt |
| Management And General | $19,698 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,300 | TotalAmt |
| Program Services | $17,810 | ProgramServicesAmt |
| Management And General | $9,490 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,472 | TotalAmt |
| Program Services | $5,527 | ProgramServicesAmt |
| Management And General | $2,945 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,358 | TotalAmt |
| Program Services | $23,720 | ProgramServicesAmt |
| Management And General | $12,638 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,266 | TotalAmt |
| Program Services | $89,552 | ProgramServicesAmt |
| Management And General | $47,714 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,468 | TotalAmt |
| Program Services | $100,775 | ProgramServicesAmt |
| Management And General | $53,693 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,181 | TotalAmt |
| Program Services | $8,181 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,604 | TotalAmt |
| Program Services | $8,223 | ProgramServicesAmt |
| Management And General | $4,381 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,493 | TotalAmt |
| Program Services | $15,327 | ProgramServicesAmt |
| Management And General | $8,166 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,843 | TotalAmt |
| Program Services | $12,293 | ProgramServicesAmt |
| Management And General | $6,550 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONTRACTOR EXPENSE | $150,584 | $150,584 | |
| RECRUITING | $5,981 | $3,902 | $2,079 |
| PROFESSIONAL DEVELOPMEN | $5,604 | $3,656 | $1,948 |
| PROJECT EXPENSE | $5,405 | $5,405 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$15,850 | TotalAmt |
| Program Services | -$17,113 | ProgramServicesAmt |
| Management And General | $1,263 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,034,095 | TotalAmt |
| Program Services | $2,032,341 | ProgramServicesAmt |
| Management And General | $1,001,754 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,954 | BOYAmt |
| EOY | $147,731 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,300,003 | BOYAmt |
| EOY | $2,600,003 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,000 | BOYAmt |
| EOY | $441,765 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,295 | BOYAmt |
| EOY | $384,414 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,974 | BOYAmt |
| EOY | $74,572 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $139,598 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $102,510 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,183 | BOYAmt |
| EOY | $37,088 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,940 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $131,313 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,349 | BOYAmt |
| EOY | $83,802 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,105,698 | BOYAmt |
| EOY | $3,900,688 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,230 | BOYAmt |
| EOY | $257,294 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,760 | BOYAmt |
| EOY | $361,681 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,198 | BOYAmt |
| EOY | $95,194 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $575,188 | BOYAmt |
| EOY | $714,169 | 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 | $2,005,327 | BOYAmt |
| EOY | $2,302,126 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,183 | BOYAmt |
| EOY | $884,393 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,530,510 | BOYAmt |
| EOY | $3,186,519 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,105,698 | BOYAmt |
| EOY | $3,900,688 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $643,543 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,466 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,343,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,446,803 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,292,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,345,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,494,059 | CurrentTaxYearAmt |
| Total | $16,921,789 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,343,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,446,803 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,292,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,345,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,494,059 | CurrentTaxYearAmt |
| Total | $16,921,789 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $16,921,789 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $453 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,319 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,505 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,976 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,424 | CurrentTaxYearAmt |
| Total | $22,677 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $69,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,584 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $225,391 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $159,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $182,155 | CurrentTaxYearAmt |
| Total | $756,041 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,700,507 | TotalSupportAmt |
| Public Support CY170 | 0.95600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,924 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,725 | DepreciationAmt |
| Book Value | $15,199 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $118,674 | OtherCostOrOtherBasisAmt |
| Depreciation | $96,785 | DepreciationAmt |
| Book Value | $21,889 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,088 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED INCENTIVE COMPENSATION | $48,453 |
| DEFERRED RENT | $46,741 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $95,194 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,690,104 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,466 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $12,466 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,677,638 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,677,638 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,034,095 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,034,095 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,034,095 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON TRADE OR BUSINESS PROFITS GENERATED BY ACTIVITIES RELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. THE ORGANIZATION MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES FOR PROFITS GENERATED FROM TRADE OR BUSINESS ACTIVITIES UNRELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. AS OF DECEMBER 31, 2021, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NOT GENERATED ANY UNRELATED BUSINESS TAXABLE INCOME. THE ORGANIZATION ASSESSES THE RECORDING OF UNCERTAIN TAX POSITIONS BY EVALUATING THE MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS A TAX POSITION MUST MEET BEFORE BEING RECOGNIZED AS A BENEFIT IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNCERTAIN TAX POSITIONS AS A COMPONENT OF INCOME TAX EXPENSE, IF ANY, IN ITS STATEMENT OF ACTIVITIES. THE ORGANIZATION HAS NOT RECOGNIZED ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED BENEFITS AS OF DECEMBER 31, 2021. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE IN UNCERTAIN TAX BENEFITS WITHIN THE NEXT 12 MONTHS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | PROGRAM SERVICES NOT REGION SPECIFIC, BUT RATHER IN SUPPORT OF CEE PROGRAMS ACROSS ALL MEMBERSHIP. | SpecificServicesProvidedTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART 1, LINE 3: | NO SPECIFIC ACTIVITIES ARE CONDUCTED IN OR ATTRIBUTABLE TO A SPECIFIC REGION. HOWEVER, THE ORGANIZATION HAS 8 DUES PAYING MEMBERS THAT ARE CANADIAN COMPANIES. THE MEMBERS ARE AS FOLLOWS: 1. NATURAL RESOURCES CANADA 2. ENBRIDGE UNION GAS LIMITED 3. BC HYDRO 4. FORTISBC ENERGY INC. (TERASEN GAS) 5. ENERGIR (GAZ METRO) 6. HYDRO-QUEBEC 7. IESO (INDEPENDENT ELECTRICITY SYSTEM OPERATOR) 8. EFFICIENCY NOVA SCOTIA A NUMBER OF THE COMPANIES ABOVE ALSO PROVIDE SUPPORT TO VARIOUS CEE PROJECTS IN THE FORM OF TEMPORARILY RESTRICTED CONTRIBUTIONS. PARTICIPATION IN CEE'S ACTIVITIES REQUIRES THE PAYMENT OF MEMBER DUES. NO SPECIFIC OR GENERAL SERVICES RELATE TO MEXICO, AND NO MEXICAN COMPANIES ARE DUES PAYING MEMBERS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD WISNIEWSKI | ||||||||||||||
| EXECUTIVE DIRECTOR | $271,619 | $0 | $33,571 | $0 | $40,953 | $0 | $8,480 | $0 | $15,795 | $0 | $370,418 | $0 | $0 | $0 |
| JOHN ATAYLOR | ||||||||||||||
| DEPUTY DIRECTOR | $136,214 | $0 | $4,500 | $0 | $0 | $0 | $4,544 | $0 | $16,950 | $0 | $162,208 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 DRAFT IS PROVIDED TO THE DIRECTOR OF FINANCE & ADMINISTRATION FOR REVIEW AND IS THEN PRESENTED TO THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR REVIEWS, MAKES INQUIRIES AND ENHANCEMENTS TO THE 990. THE 990 IS THEN PRESENTED TO THE TREASURER FOR REVIEW. ONCE THE TREASURER REVIEWS AND APPROVES THE 990, IT IS THEN REVIEWED BY THE BOARD OF DIRECTORS WHICH INCLUDES THE AUDIT COMMITTEE. THE 990 IS THEN SIGNED BY THE EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION B, LINE 12C | DIRECTORS ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE, A SUBSET OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990; PART XII; LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED DURING THE YEAR. |