2025-11-10T16:10:44-07:00 2024-12-31 990 2024-01-01 411647799 CENTER FOR ENERGY AND ENVIRONMENT CENT 6123355858 212 3rd Avenue North Suite 560 Minneapolis MN 55401 Stephanie Haddad Chief Operating Officer 6122442490 2025-09-15 1 2024 2025-03-06 01:10:19Z Christopher Duffrin 212 3rd Avenue North Suite 560 Minneapolis MN 55401 33830911 0 X www.mncee.org X 1989 MN 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. 7 7 295 7 0 0 5305844 8854162 18919413 23899890 462695 1060762 -139592 -156664 24548360 33658150 1000 6125 0 0 17974880 21648256 0 0 0 6156559 8144156 24132439 29798537 415921 3859613 46404495 52060163 8179355 9307624 38225140 42752539 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. 0 0 19132173 6125 19170595 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. 2052002 0 783980 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. 1377781 0 2577344 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. 1410755 0 1367971 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. 1410755 0 1367971 23972711 1 1 0 1 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 152 0 1 295 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MN X Doug Will 6124557886 212 3rd Avenue N 560 Minneapolis MN 55401 Christopher Duffrin President 50 0 X 233115 0 21234 Stephanie Haddad Chief Operating Officer/Corporate Secretary 50 0 X 179318 0 21427 Mark Rader Lighting Consultant 50 0 X 163804 0 33306 Carl Nelson Senior Director of Market Transformation 50 0 X 173229 0 22596 David Bohac Sr Director, Research 50 0 X 156077 0 36433 Rebecca Schumacher Sr Dir Residential and Community Energy 50 0 X 156656 0 35676 Erik Ennen Facilities Service Manager 50 0 X 151037 0 31025 Audrey Partridge Director of Policy 50 0 X 147050 0 34486 Bradley Obermueller Lighting Consultant 50 0 X 147674 0 31104 Kristen Funk Sr Dir Commerical and Industrial Energy 50 0 X 154671 0 23089 Doug Will Chief Financial Officer 50 0 X 164052 0 11025 Thomas Garry Board Chair through Nov 2024, then Director 2 0 X X 0 0 0 Amanda Novak Vice Chair through Nov 2024, then Board Chair 2 0 X X 0 0 0 Nancy Tyra-Lukens Treasurer 2 0 X X 0 0 0 LisaBeth Barajas Director through Nov 2024, then Vice Chair 1 0 X 0 0 0 Julia Donaldson Director 1 0 X 0 0 0 Jimmy Loyd Director 1 0 X 0 0 0 Pepe Wonosikou Director, from Nov 2024 to present 1 0 X 0 0 0 1826683 0 301401 29 0 1 0 Clifton Larson Allen LLP 220 S Sixth Street Minneapolis MN 55402 Auditing and consulting services 173320 Element Insulation LLC 500 Apollo Drive Lino Lakes MN 55014 Contractor Services 114659 2 0 0 0 0 7607012 1247150 0 8854162 Energy conservation 541330 19170595 19170595 0 0 Community rehabilitation 522291 2577344 2577344 0 0 Research 541700 783980 783980 0 0 Policy and education 541690 1367971 1367971 0 0 0 0 0 0 23899890 1025160 0 0 1025160 0 0 0 0 0 0 0 0 0 0 0 35602 0 0 0 35602 35602 35602 0 0 0 13608 172761 -159153 -159153 0 0 2489 2489 0 0 2489 33658150 23778828 0 1025160 6125 6125 1061041 717671 343370 16039591 13254466 2785125 3304354 2601357 702997 1243270 966508 276762 36847 36847 113859 113859 38500 38500 2611816 2450687 161129 78485 75492 2993 2042371 1907372 134999 724717 247884 476833 488170 398861 89309 647949 612432 35517 85866 45615 40251 1966 1966 312060 254970 57090 252080 205963 46117 Loan fees 227308 227308 0 0 Bad debt expense 410519 0 410519 0 71643 71643 29798537 23972711 5825826 0 0 0 5603480 8562955 125000 0 4736815 6526712 0 0 0 0 1160916 1066793 73172 40524 554435 507635 5261013 4371020 891561 889993 17259780 16852086 0 0 12567615 14114413 0 0 3431721 3499052 46404495 52060163 2663201 3267601 0 0 653098 1005052 0 0 0 0 0 0 0 0 0 0 4863056 5034971 8179355 9307624 X 37102714 41370389 1122426 1382150 38225140 42752539 46404495 52060163 3859613 667786 0 0 0 0 X 0 1 X 1 1 1 X 1387408 4337885 1419755 1086525 8854162 17085735 14286048 15658104 16530786 23155178 23778827 93408943 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 15673456 19995989 17950541 24241703 32632989 110494678 0 0 0 0 0 1160955 1463257 1464978 4921579 7896289 16907058 1160955 1463257 1464978 4921579 7896289 16907058 93587620 245754 132490 82246 540777 1025160 2026427 0 0 0 0 0 245754 132490 82246 540777 1025160 2026427 0 0 0 0 0 0 0 0 0 0 15919210 20128479 18032787 24782480 33658149 112521105 0.83173 0.88080 0.01801 0.01411 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 38500 0 0 38500 0 Schedule C, Part II-B, Line 1 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. 2938705 1000 3294501 1000 5060499 0 1172707 2152953 1000 3125357 1000 2339605 0 2938705 2701229 3001000 3441223 1000 6989499 0 2152953 2721632 1000 4991397 1000 5011800 0 2701229 2046766 1000 4868476 1000 4193610 0 2721632 1 0 0 0 0 0 0 0 0 0 0 0 0 1308531 1011238 297293 0 1653649 1161227 492422 0 2298833 2198555 100278 889993 Program loans receivable 14114413 C 14114413 Cash held for third parties 1997758 Cash held for unemployment insurance 107076 Finance lease right of use asset 20628 Operating lease right of use asset 1373590 3499052 0 Revolving loan funds 2330397 Loan servicing client funds 554049 Operating lease liability 2123970 Financing lease liability 26555 5034971 34498699 667785 0 0 0 667785 33830914 0 -172764 -172764 33658150 29971299 0 0 0 0 0 29971299 0 -172762 -172762 29798537 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. X X X 0 0 0 0 0 0 0 1 0 Christopher Duffrin President 233115 0 0 0 0 0 17284 0 3950 0 254349 0 0 0 Stephanie Haddad Chief Operating Officer/Corporate Secretary 179318 0 0 0 0 0 11464 0 9963 0 200745 0 0 0 Mark Rader Lighting Consultant 94901 0 68903 0 0 0 10069 0 23237 0 197110 0 0 0 Carl Nelson Senior Director of Market Transformation 173229 0 0 0 0 0 12647 0 9950 0 195826 0 0 0 David Bohac Sr Director, Research 156077 0 0 0 0 0 15543 0 20890 0 192510 0 0 0 Rebecca Schumacher Sr Dir Residential and Community Energy 156656 0 0 0 0 0 11143 0 24532 0 192331 0 0 0 Erik Ennen Facilities Service Manager 108370 0 42667 0 0 0 10279 0 20747 0 182063 0 0 0 Audrey Partridge Director of Policy 147050 0 0 0 0 0 9970 0 24516 0 181536 0 0 0 Bradley Obermueller Lighting Consultant 94434 0 53240 0 0 0 7891 0 23212 0 178777 0 0 0 Kristen Funk Sr Dir Commerical and Industrial Energy 154671 0 0 0 0 0 13569 0 9521 0 177761 0 0 0 Doug Will Chief Financial Officer 164052 0 0 0 0 0 0 0 11025 0 175077 0 0 0 Schedule J, Part I, Line 7 Certain positions are compensated based on energy savings generated. 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. Center for Energy and Environment VEBA Health Savings Trust 212 Third Ave North Suite 560 Minneapolis MN 55401 208464879 Fund benefits under the HRA plan MN 501c9 Center for Energy and Environment 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 Center for Energy and Environment VEBA Health Savings Trust r 241500 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.