SOUTH CENTRAL PARTNERSHIP FOR ENERGY EFFICIENCY AS A RESOURCE: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: SOUTH CENTRAL PARTNERSHIP FOR ENERGY EFFICIENCY AS A RESOURCE (EIN 45-3662285)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-11-15
IRS object ID: 201923199349321182
Schema version: 2018v3.1
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-11-15T22:48:17-06:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	742532710	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GINDLER CHAPPELL MORRISON & CO PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 E ANDERSON LANE STE 250	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78752	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	453662285	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE SOUTH CENTRAL PARTNERSHIP FOR	BusinessNameLine1Txt
Business Name Line2	ENERGY EFFICIENCY AS A RESOURCE	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	SOUT	BusinessNameControlTxt
Phone	5122790753	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1201 SPYGLASS DRIVE SUITE 100	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78746	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DEBORAH KIMBERLY	PersonNm
Person Title	CHAIR	PersonTitleTxt
Phone	5122790753	PhoneNum
Signature	2019-11-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DEREK KIRBY	PreparerPersonNm
PTIN	P01080292	PTIN
Phone	5128339600	PhoneNum
Preparation	2019-11-15	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	216.82.197.186	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-11-15	IPDt
IP Tm	22:48:17	IPTm
IP Timezone	CS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	684B937A74BBB3713D95AC609CDDAB4F50572C47	AtSubmissionCreationDeviceId
At Submission Filing Device Id	DF7FF1F4C125DC1A6E5B5A2E0C559AAAE2D38684	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-03-31 21:24:44Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DEBORAH KIMBERLY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1201 SPYGLASS DRIVE SUITE 100	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78746	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,196,865	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.EEPARTNERSHIP.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2011	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	TO CREATE A FORUM TO ADVANCE THE UNDERSTANDING AND ADOPTION OF ENERGY EFFICIENCY AS A LOW-COST ENERGY RESOURCE; TO DESIGN, IMPLEMENT, COORDINATE AND SUPPORT REGIONAL PROJECTS TO PROMOTE HIGH ENERGY PERFORMANCE AND CLEAN DISTRIBUTED ENERGY IN THE BUILT ENVIRONMENT.	ActivityOrMissionDesc
Voting Members Governing Body	17	VotingMembersGoverningBodyCnt
Voting Members Independent	17	VotingMembersIndependentCnt
Total Employee	13	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$1,324,619	PYContributionsGrantsAmt
CY Contributions Grants	$1,032,819	CYContributionsGrantsAmt
PY Program Service Revenue	$236,478	PYProgramServiceRevenueAmt
CY Program Service Revenue	$164,046	CYProgramServiceRevenueAmt
CY Investment Income	$0	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$1,561,097	PYTotalRevenueAmt
CY Total Revenue	$1,196,865	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,216,450	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$905,999	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$434,121	PYOtherExpensesAmt
CY Other Expenses	$345,272	CYOtherExpensesAmt
PY Total Expenses	$1,650,571	PYTotalExpensesAmt
CY Total Expenses	$1,251,271	CYTotalExpensesAmt
PY Revenues Less Expenses	-$89,474	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$54,406	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,229,287	TotalAssetsBOYAmt
Total Assets EOY	$1,172,990	TotalAssetsEOYAmt
Total Liabilities BOY	$17,331	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$15,440	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,211,956	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,157,550	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO CREATE A FORUM TO ADVANCE THE UNDERSTANDING AND ADOPTION OF ENERGY EFFICIENCY AS A LOW-COST ENERGY RESOURCE; TO DESIGN, IMPLEMENT, COORDINATE AND SUPPORT REGIONAL PROJECTS TO PROMOTE HIGH ENERGY PERFORMANCE AND CLEAN DISTRIBUTED ENERGY IN THE BUILT ENVIRONMENT.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$1,013,692	ExpenseAmt
Revenue	$164,046	RevenueAmt
Desc	INITIATED A FORUM TO ADVANCE THE UNDERSTANDING AND ADOPTION OF ENERGY EFFICIENCY AS A LOW-COST ENERGY RESOURCE; TO DESIGN, IMPLEMENT, COORDINATE AND SUPPORT REGIONAL PROJECTS TO PROMOTE HIGH ENERGY PERFORMANCE AND CLEAN DISTRIBUTED ENERGY IN THE BUILT ENVIRONMENT.	Desc
Total Program Service Expenses	$1,013,692	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	12	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	13	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	17	GoverningBodyVotingMembersCnt
Independent Voting Member	17	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SUSAN KING	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5122790762	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1201 SPYGLASS DRIVE SUITE 100	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78746	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
CHRISTINE HERBERT
EXECUTIVE DI	40.00	Yes (X)	$160,000	$0	$14,500
DEBORAH KIMBERLY
CHAIR	0.50	Yes (X)	$0	$0	$0	Yes (X)
FRANK FORREST
PAST CHAIR	0.50	Yes (X)	$0	$0	$0	Yes (X)
RYAN BLOOM
VICE CHAIR	0.50	Yes (X)	$0	$0	$0	Yes (X)
CHRIS PASCH
TREASURER	0.50	Yes (X)	$0	$0	$0	Yes (X)
LLOYD KASS
SECRETARY	0.50	Yes (X)	$0	$0	$0	Yes (X)
AL D'ANDREA
DIRECTOR	0.25		$0	$0	$0	Yes (X)
BRIAN BOWEN
DIRECTOR	0.25		$0	$0	$0	Yes (X)
CHARLENE HEYDINGER
DIRECTOR	0.25		$0	$0	$0	Yes (X)
CYRUS REED
DIRECTOR	0.25		$0	$0	$0	Yes (X)
DAVID CLARIDGE
DIRECTOR	0.25		$0	$0	$0	Yes (X)
DOUG KIRKLEY
DIRECTOR	0.25		$0	$0	$0	Yes (X)
FARSHAD SHAHSAVARY
DIRECTOR	0.25		$0	$0	$0	Yes (X)
HAYLEY CUNNINGHAM
DIRECTOR	0.25		$0	$0	$0	Yes (X)
MICHAEL JEWELL
DIRECTOR	0.25		$0	$0	$0	Yes (X)
RENE BURGER
DIRECTOR	0.25		$0	$0	$0	Yes (X)
STEVE SAUNDERS
DIRECTOR	0.25		$0	$0	$0	Yes (X)
STEVE STELZER
DIRECTOR	0.25		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$160,000	TotalReportableCompFromOrgAmt
Total Other Compensation	$14,500	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Government Grants	$491,413	GovernmentGrantsAmt
All Other Contributions	$541,406	AllOtherContributionsAmt
Total Contributions	$1,032,819	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SUMMIT REGISTRATION	541300	$72,400	$72,400
MEMBERSHIP DUES	541300	$43,341	$43,341
BOC TRAINING	541300	$40,800	$40,800
MISC. PROGRAM SERVICE REVENUE	541300	$4,005	$4,005
CODES TRAININGS	541300	$3,500	$3,500

Field	Value	IRS element (for citing)
Total Program Service Revenue	$164,046	TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,196,865	TotalRevenueColumnAmt
Related Or Exempt Func Income	$164,046	RelatedOrExemptFuncIncomeAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$174,500	TotalAmt
Program Services	$139,600	ProgramServicesAmt
Management And General	$34,900	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$627,179	TotalAmt
Program Services	$501,743	ProgramServicesAmt
Management And General	$125,436	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$46,968	TotalAmt
Program Services	$37,574	ProgramServicesAmt
Management And General	$9,394	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$57,352	TotalAmt
Program Services	$45,882	ProgramServicesAmt
Management And General	$11,470	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$5,487	TotalAmt
Management And General	$5,487	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,675	TotalAmt
Management And General	$1,675	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$22,850	TotalAmt
Program Services	$21,850	ProgramServicesAmt
Management And General	$1,000	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,041	TotalAmt
Program Services	$1,041	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$28,851	TotalAmt
Program Services	$24,799	ProgramServicesAmt
Management And General	$4,052	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$81,929	TotalAmt
Program Services	$65,543	ProgramServicesAmt
Management And General	$16,386	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$49,275	TotalAmt
Program Services	$49,275	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$18,275	TotalAmt
Program Services	$18,275	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$7,779	TotalAmt
Program Services	$7,779	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$15,082	TotalAmt
Management And General	$15,082	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
SUMMIT PROGRAM EXPENSES	$39,876	$39,876
COMPUTER SUPPORT	$19,023	$19,023
MEMBER RETREAT	$18,682	$18,682
BOC TRAINING EXPENSES	$8,290	$8,290

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$27,157	TotalAmt
Program Services	$14,460	ProgramServicesAmt
Management And General	$12,697	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,251,271	TotalAmt
Program Services	$1,013,692	ProgramServicesAmt
Management And General	$237,579	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$956,427	BOYAmt
EOY	$853,484	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$198,634	BOYAmt
EOY	$230,951	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$48,152	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$32,246	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$21,405	BOYAmt
EOY	$15,906	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$45,000	BOYAmt
EOY	$45,000	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$7,821	BOYAmt
EOY	$27,649	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,229,287	BOYAmt
EOY	$1,172,990	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$11,331	BOYAmt
EOY	$1,695	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$6,000	BOYAmt
EOY	$13,745	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$17,331	BOYAmt
EOY	$15,440	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,211,956	BOYAmt
EOY	$1,157,550	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,211,956	BOYAmt
EOY	$1,157,550	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,229,287	BOYAmt
EOY	$1,172,990	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$54,406	ReconcilationRevenueExpnssAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	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	$1,101,986	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,575,200	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,718,155	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,324,619	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,032,819	CurrentTaxYearAmt
Total	$6,752,779	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,101,986	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,575,200	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,718,155	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,324,619	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,032,819	CurrentTaxYearAmt
Total	$6,752,779	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,398,437	SubstantialContributorsTotAmt
Public Support Total170	$5,354,342	PublicSupportTotal170Amt
Total Support	$6,752,779	TotalSupportAmt
Gross Receipts Rltd Activities	$709,525	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.79290	PublicSupportCY170Pct
Public Support PY170	0.90830	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 D IRS990ScheduleD

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$24,575	OtherCostOrOtherBasisAmt
Depreciation	$15,949	DepreciationAmt
Book Value	$8,626	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$23,577	OtherCostOrOtherBasisAmt
Depreciation	$16,297	DepreciationAmt
Book Value	$7,280	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$15,906	TotalBookValueLandBuildingsAmt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	CHRISTINE HERBERT	PersonNm
Title	EXECUTIVE DIRECTOR	TitleTxt
Base Compensation Filing Org	$160,000	BaseCompensationFilingOrgAmt
Deferred Compensation Flng Org	$14,500	DeferredCompensationFlngOrgAmt
Total Compensation Filing Org	$174,500	TotalCompensationFilingOrgAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSION	TO CREATE A FORUM TO ADVANCE THE UNDERSTANDING AND ADOPTION OF ENERGY EFFICIENCY AS A LOW-COST ENERGY RESOURCE; TO DESIGN, IMPLEMENT, COORDINATE AND SUPPORT REGIONAL PROJECTS TO PROMOTE HIGH ENERGY PERFORMANCE AND CLEAN DISTRIBUTED ENERGY IN THE BUILT ENVIRONMENT.
FORM 990, PAGE 6, PART VI, LINE 6	THE ORGANIZATION IS AN INCORPORATED MEMBERSHIP ORGANIZATION. MEMBERSHIP IS OPEN TO ANY ORGANIZATION SUPPORTING THE MISSION OF ADVANCING THE ADOPTION OF ENERGY EFFICIENT PRODUCTS AND SERVICES IN TEXAS AND OKLAHOMA SIMILAR TO THE FIVE OTHER REGIONAL ENERGY EFFICIENCY ORGANIZATIONS WITH APPROVED 501 (C)(3) STATUS.
FORM 990, PAGE 6, PART VI, LINE 7A	MEMBERS MEET ANNUALLY AT THE ORGANIZATION'S SUMMIT TO ELECT BOARD OF DIRECTORS, WHICH IS THE ORGANIZATION'S GOVERNING BODY.
FORM 990, PAGE 6, PART VI, LINE 11B	A COPY OF THE FORM 990 IS EMAILED TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO ITS FILING WITH THE IRS.
FORM 990, PAGE 6, PART VI, LINE 12C	EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS IS REQUIRED ANNUALLY TO SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
FORM 990, PAGE 6, PART VI, LINE 15A	TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC COMPENSATION REVIEWS WILL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES, AND DO NOT RESULT IN IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. WHEN CONDUCTING THE PERIODIC REVIEWS, THE ORGANIZATION MAY, BUT NEED NOT, USE OUTSIDE ADVISORS. IF OUTSIDE EXPERTS ARE USED, THEIR USE SHALL NOT RELIEVE THE GOVERNING BOARD OF ITS RESPONSIBILITY FOR ENSURING PERIODIC REVIEWS ARE CONDUCTED. A VOTING MEMBER OF THE GOVERNING BOARD OR ANY COMMITTEE WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. NO VOTING MEMBER OF THE GOVERNING BOARD OR ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION, EITHER INDIVIDUALLY OR COLLECTIVELY, IS PROHIBITED FROM PROVIDING INFORMATION TO ANY COMMITTEE REGARDING COMPENSATION.
FORM 990, PAGE 6, PART VI, LINE 15B	TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC COMPENSATION REVIEWS WILL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES, AND DO NOT RESULT IN IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. WHEN CONDUCTING THE PERIODIC REVIEWS, THE ORGANIZATION MAY, BUT NEED NOT, USE OUTSIDE ADVISORS. IF OUTSIDE EXPERTS ARE USED, THEIR USE SHALL NOT RELIEVE THE GOVERNING BOARD OF ITS RESPONSIBILITY FOR ENSURING PERIODIC REVIEWS ARE CONDUCTED. AN OFFICER OR KEY EMPLOYEE WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT OFFICER'S AND/OR EMPLOYEE'S COMPENSATION. NO OFFICER OF THE GOVERNING BOARD OR ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION, EITHER INDIVIDUALLY OR COLLECTIVELY, IS PROHIBITED FROM PROVIDING INFORMATION TO ANY COMMITTEE REGARDING COMPENSATION.
FORM 990, PAGE 6, PART VI, LINE 19	THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.