CENTER FOR ENERGY AND ENVIRONMENT: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR ENERGY AND ENVIRONMENT (EIN 41-1647799)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202503219349304565
- Schema version
- 2024v5.0
- 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 | 2025-11-10T16:10:44-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-09-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | 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 | $33,830,911 | 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 | 295 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,305,844 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,854,162 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,919,413 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,899,890 | CYProgramServiceRevenueAmt |
| PY Investment Income | $462,695 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,060,762 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$139,592 | PYOtherRevenueAmt |
| CY Other Revenue | -$156,664 | CYOtherRevenueAmt |
| PY Total Revenue | $24,548,360 | PYTotalRevenueAmt |
| CY Total Revenue | $33,658,150 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,125 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,974,880 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,648,256 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,156,559 | PYOtherExpensesAmt |
| CY Other Expenses | $8,144,156 | CYOtherExpensesAmt |
| PY Total Expenses | $24,132,439 | PYTotalExpensesAmt |
| CY Total Expenses | $29,798,537 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $415,921 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,859,613 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $46,404,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,060,163 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,179,355 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,307,624 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,225,140 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $42,752,539 | 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 | $19,132,173 | ExpenseAmt |
| Grant | $6,125 | GrantAmt |
| Revenue | $19,170,595 | RevenueAmt |
| Desc | Energy Conservation Services: CEE helps energy utility companies and communities to design and implement useful and cost-effective energy efficiency programs for residents, with an emphasis on community-tailored approaches and innovation. Utility-sponsored energy savings projects are part of Minnesota's Energy Conservation and Optimization (ECO) programming, mandated by state law. CEE's commercial programs are positioned to address the diverse energy needs of Minnesota businesses and multifamily building owners. Sponsored by Xcel Energy and delivered by CEE, the One-Stop Efficiency Shop is a full-service rebate program designed to reduce the biggest barriers for small businesses when shifting to better lighting, heating, ventilation, air conditioning, and refrigeration. The One Stop Efficiency Shop(R) (OSES) program provides free energy audits to small businesses and rebates and low interest financing for businesses that make upgrades. In the filing year, CEE's One-Stop team completed over 1,854 projects conserving 51 gigawatt-hours of energy. These savings were realized through energy efficient lighting and HVAC installations in small businesses and nonprofits throughout Minnesota. CEE's largest residential program is the Home Energy Squad, delivered on behalf of CenterPoint Energy and Xcel Energy, as well as in partnership with local cities and neighborhoods to help subsidize the visit costs for residents. In the filing period, the Home Energy Squad visited more than 7,500 homes, including standard visits to install energy-saving materials and provide maintenance information, as well as enhanced visits that add diagnostic testing, system safety checks, and tailored recommendations for improvement. This program also offers free visits to income-qualifying households. CEE provides free home energy audits and installation of energy saving measures for low-income residents and provides reduced cost audits and rebates for residents who do not qualify as low-income. In the filing year, this program helped save about 3,118,434 kilowatt-hours and 36,251 decatherms in total energy. More than 1,200 Minnesotans called on CEE's free Energy Advisor service to complete energy efficiency projects and earn rebates. CEE's Energy Fit Homes certification program further promotes upgrades by assigning an "Energy Fitness Score" that evaluates each participant's home energy use in five areas. CEE's cost-free energy advisor service connects residents to resources and contractors to resolve home energy concerns and achieve home energy goals. In Greater Minnesota cities served by Minnesota Energy Resources Corporation, CEE leads workshops as an entry point to local home energy audit participation, implements a multifamily efficiency program that has served several dozen buildings, and manages a program for insulation contractors to help maintain high-quality standards and program compliance through inspections. The Multifamily program serves low-income housing, senior housing, assisted living, on-campus college housing, condominiums, and apartments to provide energy savings for low-income residents. Specific to new home construction, CEE consults with builders to help their new construction multifamily housing developments and single-family homes reach their energy efficiency goals often including energy certifications like EnergyStar and Passive House. In partnership with Greater Minnesota Gas, CEE facilitates free energy code compliance services and rebates to improve energy efficiency. CEE's team also conducts onsite and classroom training on topics related to energy efficiency in building rehabilitation and new construction. CEE's engineers provide technical assistance and problem-solving for commercial and industrial buildings, focusing on everything from building automation systems to ventilation and lighting. Because efficiency is every company's lowest-cost option for energy savings, we empower building owners to better understand their energy use and improve operations and systems in practical ways, generally through low-cost measures to optimize existing systems. By engineering for efficiency, CEE offers solutions to improve worker comfort and productivity through enhancing ventilation, indoor air quality, and building operations, and by training each building's staff for ongoing efficiency savings. From ventilation analysis to new construction and existing building commissioning, CEE's building engineers addressed a variety of unique energy management needs. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,052,002 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $783,980 | RevenueAmt |
| Desc | Research: Primarily funded by government grants, CEE's research team conducts technology and market assessments to identify tomorrow's best clean energy strategies. Through their efforts, CEE informs the development of innovative technologies to support the advancement of energy efficiency and public health. For nearly four decades, CEE's researchers have pursued field research into building science, mechanical system performance, and program policy design. From homes to high-rises, CEE's data-driven field research assesses savings and performance characteristics of specific energy approaches including building envelopes, air leakage, HVAC design and retrofits, indoor air quality, and energy feedback and behavior. CEE performs field research to identify various optimization techniques and to gather data that informs the organization and allows for better program design. During the filing year, CEE researchers maintained active projects on subjects such as commercial energy recovery ventilation systems, duct leakage reduction, data centers, sustainable building design, commercial energy code, and commercial building leakage. Individual research projects are co-funded by CEE and the Minnesota Department of Commerce through the Conservation Applied Research and Development grant program; the U.S. Department of Energy; and private funders such as utility companies. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,377,781 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,577,344 | RevenueAmt |
| Desc | Community Rehab Services: CEE has provided over $367 million in energy improvement loans since the early 1980s which are funded through designated CEE funds as well as various state and city programs. In partnership with many cities, utilities, and Minnesota Housing Finance Agency's Fix-Up program, the Lending Center offers financing to residential property owners for rehabilitation and energy efficiency projects, and to businesses for energy-related improvements. Homeowners and landlords may receive loans, often income-targeted, to make improvements to their properties. Low-interest and no-interest loan programs are also available to nonprofits and small businesses for energy efficiency improvements. The Lending Center partners with local governments and neighborhood groups to provide targeted low-interest, zero-interest, or even forgivable loans to lower income Minnesotans. CEE also offers financing for residential solar projects, helping homeowners to choose renewable energy options for their homes, as well as partner-funded remodeling advisory services to assist homeowners in reviewing bids and prioritizing improvements. In the filing year, CEE's Lending Center originated 2,169 loans totaling $34.5 million. Within that total, we issued more than 380 residential solar loans totaling $13.5 million , leading to the installation of 4,600 kilowatts solar capacity. CEE also administers the Metropolitan Airports Commission's residential noise mitigation program, providing noise mitigation improvements to homes located in and around the Minneapolis-St. Paul airport. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,410,755 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,367,971 | RevenueAmt |
| Desc | Policy and Community Education: CEE advances effective clean energy policies for a healthy, low-carbon economy. Driven by a longstanding focus on community, consumer protection and the environment, while operating at local, state, and national levels, CEE works across sectors and interests to achieve broad support for clean energy policies. CEE emphasizes energy efficiency as the lowest cost way to meet energy needs and reduce harmful emissions. CEE is mission-driven to share its staff's knowledge with energy community stakeholders and offers reports and resources for practitioners and experts to share best practices and new ideas and discover the next generation of energy solutions. Findings are disseminated to the public through technical reports, trainings, workshops, webinars, and conference presentations. During the filing year, CEE shared its findings and analysis with more than 238,000 unique website visitors viewing more than 820,000 web pages and disseminated energy efficiency best practices through 51 blog posts and news releases, and more than 23 earned media stories about our programs and related social or policy issues. CEE staff have provided local learning opportunities for state leaders to better understand the positive impacts of Minnesota's Energy Conservation and Optimization policy. Also, in Minnesota, CEE implements Xcel Energy's Partners in Energy program, which provides free services to help entire communities develop an energy plan. Additionally, CEE's community energy consulting connects communities of all sizes to energy efficiency resources, planning and facilitation support, and meaningful stakeholder engagement. And in collaboration with utility funders, government agencies, and community partners, CEE's workforce development programs trained more than 126 women and people of color in 2024 to pursue clean energy careers. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,410,755 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,367,971 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $23,972,711 | 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 | Yes (1) | 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 | 152 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 295 | 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 560 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| Christopher Duffrin | |||||||||
| President | 50 | 0 | Yes (X) | $233,115 | $0 | $21,234 | |||
| Stephanie Haddad | |||||||||
| Chief Operating Officer/Corporate Secretary | 50 | 0 | Yes (X) | $179,318 | $0 | $21,427 | |||
| Mark Rader | |||||||||
| Lighting Consultant | 50 | 0 | $163,804 | $0 | $33,306 | Yes (X) | |||
| Carl Nelson | |||||||||
| Senior Director of Market Transformation | 50 | 0 | $173,229 | $0 | $22,596 | Yes (X) | |||
| David Bohac | |||||||||
| Sr Director, Research | 50 | 0 | $156,077 | $0 | $36,433 | Yes (X) | |||
| Rebecca Schumacher | |||||||||
| Sr Dir Residential and Community Energy | 50 | 0 | $156,656 | $0 | $35,676 | Yes (X) | |||
| Erik Ennen | |||||||||
| Facilities Service Manager | 50 | 0 | $151,037 | $0 | $31,025 | Yes (X) | |||
| Audrey Partridge | |||||||||
| Director of Policy | 50 | 0 | $147,050 | $0 | $34,486 | Yes (X) | |||
| Bradley Obermueller | |||||||||
| Lighting Consultant | 50 | 0 | $147,674 | $0 | $31,104 | Yes (X) | |||
| Kristen Funk | |||||||||
| Sr Dir Commerical and Industrial Energy | 50 | 0 | $154,671 | $0 | $23,089 | Yes (X) | |||
| Doug Will | |||||||||
| Chief Financial Officer | 50 | 0 | Yes (X) | $164,052 | $0 | $11,025 | |||
| Thomas Garry | |||||||||
| Board Chair through Nov 2024, then Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Amanda Novak | |||||||||
| Vice Chair through Nov 2024, then Board Chair | 2 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Nancy Tyra-Lukens | |||||||||
| Treasurer | 2 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LisaBeth Barajas | |||||||||
| Director through Nov 2024, then Vice Chair | 1 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Julia Donaldson | |||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Jimmy Loyd | |||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Pepe Wonosikou | |||||||||
| Director, from Nov 2024 to present | 1 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,826,683 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $301,401 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 29 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Clifton Larson Allen LLP | |||||
| 220 S Sixth Street | Minneapolis | MN | 55402 | Auditing and consulting services | $173,320 |
| Element Insulation LLC | |||||
| 500 Apollo Drive | Lino Lakes | MN | 55014 | Contractor Services | $114,659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $7,607,012 | GovernmentGrantsAmt |
| All Other Contributions | $1,247,150 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $8,854,162 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Energy conservation | 541330 | $19,170,595 | $19,170,595 | $0 | $0 |
| Community rehabilitation | 522291 | $2,577,344 | $2,577,344 | $0 | $0 |
| Research | 541700 | $783,980 | $783,980 | $0 | $0 |
| Policy and education | 541690 | $1,367,971 | $1,367,971 | $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 | $23,899,890 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,025,160 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,025,160 | 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 | $35,602 | 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 | $35,602 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,602 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,602 | 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 | $13,608 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $172,761 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$159,153 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$159,153 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,489 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,489 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,489 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,658,150 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,778,828 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,025,160 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,125 | TotalAmt |
| Program Services | $6,125 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,061,041 | TotalAmt |
| Program Services | $717,671 | ProgramServicesAmt |
| Management And General | $343,370 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,039,591 | TotalAmt |
| Program Services | $13,254,466 | ProgramServicesAmt |
| Management And General | $2,785,125 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,304,354 | TotalAmt |
| Program Services | $2,601,357 | ProgramServicesAmt |
| Management And General | $702,997 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,243,270 | TotalAmt |
| Program Services | $966,508 | ProgramServicesAmt |
| Management And General | $276,762 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,847 | TotalAmt |
| Management And General | $36,847 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,859 | TotalAmt |
| Management And General | $113,859 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,500 | TotalAmt |
| Management And General | $38,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,611,816 | TotalAmt |
| Program Services | $2,450,687 | ProgramServicesAmt |
| Management And General | $161,129 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,485 | TotalAmt |
| Program Services | $75,492 | ProgramServicesAmt |
| Management And General | $2,993 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,042,371 | TotalAmt |
| Program Services | $1,907,372 | ProgramServicesAmt |
| Management And General | $134,999 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,717 | TotalAmt |
| Program Services | $247,884 | ProgramServicesAmt |
| Management And General | $476,833 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,170 | TotalAmt |
| Program Services | $398,861 | ProgramServicesAmt |
| Management And General | $89,309 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,949 | TotalAmt |
| Program Services | $612,432 | ProgramServicesAmt |
| Management And General | $35,517 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,866 | TotalAmt |
| Program Services | $45,615 | ProgramServicesAmt |
| Management And General | $40,251 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,966 | TotalAmt |
| Management And General | $1,966 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,060 | TotalAmt |
| Program Services | $254,970 | ProgramServicesAmt |
| Management And General | $57,090 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,080 | TotalAmt |
| Program Services | $205,963 | ProgramServicesAmt |
| Management And General | $46,117 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Loan fees | $227,308 | $227,308 | $0 | $0 |
| Bad debt expense | $410,519 | $0 | $410,519 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,643 | TotalAmt |
| Management And General | $71,643 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,798,537 | TotalAmt |
| Program Services | $23,972,711 | ProgramServicesAmt |
| Management And General | $5,825,826 | 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 | $5,603,480 | BOYAmt |
| EOY | $8,562,955 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,736,815 | BOYAmt |
| EOY | $6,526,712 | 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 | $1,160,916 | BOYAmt |
| EOY | $1,066,793 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,172 | BOYAmt |
| EOY | $40,524 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,435 | BOYAmt |
| EOY | $507,635 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,261,013 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,371,020 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $891,561 | BOYAmt |
| EOY | $889,993 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,259,780 | BOYAmt |
| EOY | $16,852,086 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,567,615 | BOYAmt |
| EOY | $14,114,413 | 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 | $3,431,721 | BOYAmt |
| EOY | $3,499,052 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,404,495 | BOYAmt |
| EOY | $52,060,163 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,663,201 | BOYAmt |
| EOY | $3,267,601 | 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 | $653,098 | BOYAmt |
| EOY | $1,005,052 | 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 | $4,863,056 | BOYAmt |
| EOY | $5,034,971 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,179,355 | BOYAmt |
| EOY | $9,307,624 | 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 | $37,102,714 | BOYAmt |
| EOY | $41,370,389 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,122,426 | BOYAmt |
| EOY | $1,382,150 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,225,140 | BOYAmt |
| EOY | $42,752,539 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,404,495 | BOYAmt |
| EOY | $52,060,163 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,859,613 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $667,786 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $1,387,408 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,337,885 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,419,755 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,086,525 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,854,162 | CurrentTaxYearAmt |
| Total | $17,085,735 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,286,048 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,658,104 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,530,786 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,155,178 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,778,827 | CurrentTaxYearAmt |
| Total | $93,408,943 | 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 |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| 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 |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| 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 |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,673,456 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,995,989 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,950,541 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,241,703 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,632,989 | CurrentTaxYearAmt |
| Total | $110,494,678 | 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 |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,160,955 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,463,257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,464,978 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,921,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,896,289 | CurrentTaxYearAmt |
| Total | $16,907,058 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,160,955 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,463,257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,464,978 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,921,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,896,289 | CurrentTaxYearAmt |
| Total | $16,907,058 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $93,587,620 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $245,754 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $132,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,246 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $540,777 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,025,160 | CurrentTaxYearAmt |
| Total | $2,026,427 | 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 |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $245,754 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $132,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,246 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $540,777 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,025,160 | CurrentTaxYearAmt |
| Total | $2,026,427 | 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 |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| 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 |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,919,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,128,479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,032,787 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,782,480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,658,149 | CurrentTaxYearAmt |
| Total | $112,521,105 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.83173 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88080 | PublicSupportPY509Pct |
| Investment Income CY | 0.01801 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01411 | 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 | $38,500 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $38,500 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,046,766 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $4,868,476 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,193,610 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $2,721,632 | 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 | $1,308,531 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,011,238 | DepreciationAmt |
| Book Value | $297,293 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,653,649 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,161,227 | DepreciationAmt |
| Book Value | $492,422 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,298,833 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,198,555 | DepreciationAmt |
| Book Value | $100,278 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $889,993 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program loans receivable | Desc |
| Book Value | $14,114,413 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $14,114,413 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Cash held for third parties | $1,997,758 |
| Cash held for unemployment insurance | $107,076 |
| Finance lease right of use asset | $20,628 |
| Operating lease right of use asset | $1,373,590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,499,052 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Revolving loan funds | $2,330,397 |
| Loan servicing client funds | $554,049 |
| Operating lease liability | $2,123,970 |
| Financing lease liability | $26,555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,034,971 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $34,498,699 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $667,785 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $667,785 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,830,914 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$172,764 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$172,764 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,658,150 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,971,299 | 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 | $29,971,299 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$172,762 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$172,762 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,798,537 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | The Board has designated funds for community rehabilitation and commercial energy improvement projects. These funds are designated for program-related investments in the form of 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 (11 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 | $233,115 | $0 | $0 | $0 | $0 | $0 | $17,284 | $0 | $3,950 | $0 | $254,349 | $0 | $0 | $0 |
| Stephanie Haddad | ||||||||||||||
| Chief Operating Officer/Corporate Secretary | $179,318 | $0 | $0 | $0 | $0 | $0 | $11,464 | $0 | $9,963 | $0 | $200,745 | $0 | $0 | $0 |
| Mark Rader | ||||||||||||||
| Lighting Consultant | $94,901 | $0 | $68,903 | $0 | $0 | $0 | $10,069 | $0 | $23,237 | $0 | $197,110 | $0 | $0 | $0 |
| Carl Nelson | ||||||||||||||
| Senior Director of Market Transformation | $173,229 | $0 | $0 | $0 | $0 | $0 | $12,647 | $0 | $9,950 | $0 | $195,826 | $0 | $0 | $0 |
| David Bohac | ||||||||||||||
| Sr Director, Research | $156,077 | $0 | $0 | $0 | $0 | $0 | $15,543 | $0 | $20,890 | $0 | $192,510 | $0 | $0 | $0 |
| Rebecca Schumacher | ||||||||||||||
| Sr Dir Residential and Community Energy | $156,656 | $0 | $0 | $0 | $0 | $0 | $11,143 | $0 | $24,532 | $0 | $192,331 | $0 | $0 | $0 |
| Erik Ennen | ||||||||||||||
| Facilities Service Manager | $108,370 | $0 | $42,667 | $0 | $0 | $0 | $10,279 | $0 | $20,747 | $0 | $182,063 | $0 | $0 | $0 |
| Audrey Partridge | ||||||||||||||
| Director of Policy | $147,050 | $0 | $0 | $0 | $0 | $0 | $9,970 | $0 | $24,516 | $0 | $181,536 | $0 | $0 | $0 |
| Bradley Obermueller | ||||||||||||||
| Lighting Consultant | $94,434 | $0 | $53,240 | $0 | $0 | $0 | $7,891 | $0 | $23,212 | $0 | $178,777 | $0 | $0 | $0 |
| Kristen Funk | ||||||||||||||
| Sr Dir Commerical and Industrial Energy | $154,671 | $0 | $0 | $0 | $0 | $0 | $13,569 | $0 | $9,521 | $0 | $177,761 | $0 | $0 | $0 |
| Doug Will | ||||||||||||||
| Chief Financial Officer | $164,052 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $11,025 | $0 | $175,077 | $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 (5 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 and the CFO. The draft of the form is provided to the president and chief operating officer for review. Based on their detailed review and discussions, revisions are incorporated accordingly. The final draft of the form 990 and related schedules are presented to the finance committee and full board prior to filing. |
| Form 990, Part VI, Section B, Line 12c | The conflict of interest policy covers member of the Board of Directors and officers of the organization. A potential conflict of interest arises when the organization considers a transaction or arrangement with a covered member, directly, or with and organization, that a covered member has substantial influence over, has a potential or actual investment in, or has a compensation arrangement with. Monitoring and enforcement of the conflict of interest policy is accomplished through an annual policy review by the board and officer. Those subject to the policy are required to affirm their understanding and compliance with the policy, and disclose any potential conflicts. Potential conflicts are reviewed by the board, considering the proposed transaction or arrangement. Proceedings resulting from the conflicts of interests are documented in the minutes of the meetings of the board. |
| Form 990, Part VI, Section B, Line 15 | The organization uses external salary surveys to perform bench marking analysis for staff positions. In 2023, it engaged an independent firm to perform compensation reviews for the positions of president, chief operating officer, chief financial officer. The reviews are performed using compensation survey and other comparable data based on job duties, required competencies, and industry standards. The Board and management rely on these bench marking activities to ensure that annual compensation and benefits determinations are reasonable compared to the external market. |
| Form 990, Part VI, Section C, Line 19 | The Organization's governing documents, conflict of interest policy, and audited financial statements are not generally available to the public. The Organization complies with the rules for public inspection of the annual returns, any amendments, and the application for tax exempt status as required by law. |
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 | $241,500 | 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 |