CONSORTIUM FOR ENERGY EFFICIENCY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CONSORTIUM FOR ENERGY EFFICIENCY INC (EIN 68-0257528)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202523189349313617
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T15:59:42-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 RXR PLAZA WEST TOWER | AddressLine1Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680257528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSORTIUM FOR ENERGY EFFICIENCY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONS | BusinessNameControlTxt |
| Phone | 6175893949 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 VILLAGE ROAD 202 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01949 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN A TAYLOR | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6175893949 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE PETERCSAK | PreparerPersonNm |
| PTIN | P01357092 | PTIN |
| Phone | 5167472000 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN A TAYLOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 VILLAGE ROAD 202 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01949 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,779,511 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CEE1.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | AT THE CONSORTIUM FOR ENERGY EFFICIENCY, LEADING UNITED STATES AND CANADIAN EFFICIENCY PROGRAM ADMINISTRATORS DEVELOP CONSENSUS-BASED STRATEGIES TO ACCELERATE ADOPTION OF CUTTING-EDGE ENERGY EFFICIENCY AND LOAD MANAGEMENT SOLUTIONS THAT BENEFIT ALL CUSTOMERS, REDUCE CARBON, AND IMPROVE THE RELIABILITY OF ENERGY DELIVERY SYSTEMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 29 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,594,922 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,443,320 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $167,586 | CYProgramServiceRevenueAmt |
| PY Investment Income | $119,350 | PYInvestmentIncomeAmt |
| CY Investment Income | $136,239 | CYInvestmentIncomeAmt |
| PY Other Revenue | $146,143 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,860,415 | PYTotalRevenueAmt |
| CY Total Revenue | $3,747,145 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,245,149 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,511,350 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,401,964 | PYOtherExpensesAmt |
| CY Other Expenses | $1,348,215 | CYOtherExpensesAmt |
| PY Total Expenses | $3,647,113 | PYTotalExpensesAmt |
| CY Total Expenses | $3,859,565 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $213,302 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$112,420 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,563,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,370,166 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $898,789 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $896,202 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,664,365 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,473,964 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AT THE CONSORTIUM FOR ENERGY EFFICIENCY, LEADING UNITED STATES AND CANADIAN EFFICIENCY PROGRAM ADMINISTRATORS DEVELOP CONSENSUS-BASED STRATEGIES TO ACCELERATE ADOPTION OF CUTTING-EDGE ENERGY EFFICIENCY AND LOAD MANAGEMENT SOLUTIONS THAT BENEFIT ALL CUSTOMERS, REDUCE CARBON, AND IMPROVE THE RELIABILITY OF ENERGY DELIVERY SYSTEMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,778,376 | ExpenseAmt |
| Revenue | $167,586 | RevenueAmt |
| Desc | AT CEE, UTILITY EXPERTS AND PROGRAM ADMINISTRATORS MANAGED THE PIPELINE OF FUTURE RATEPAYER FUNDED INVESTMENT OPPORTUNITIES THROUGH THE EMERGING TECHNOLOGIES COLLABORATIVE. THESE MEMBERS EVALUATED NEW TECHNOLOGIES AND PROGRAM APPROACHES AGAINST HONED CRITERIA TO IDENTIFY OPPORTUNITIES FOR FUTURE ENERGY EFFICIENCY, DEMAND RESPONSE, AND DECARBONIZATION PROGRAMS TO SUCCEED.THE ORGANIZATION CONTINUED WORK TO UNDERSTAND, MEASURE, AND ACHIEVE THE NEW PUBLIC BENEFITS POSSIBLE FROM EFFICIENCY PROGRAMS IN THE CONTEXT OF INTEGRATED DEMAND SIDE MANAGEMENT. THESE INCLUDE AFFORDABILITY, EQUITY, RELIABILITY, RESILIENCY, DECARBONIZATION, AND MYRIAD NON-ENERGY IMPACTS. THIS FRAMEWORK MANIFESTS IN THE RESIDENTIAL SECTOR AS THE CEE INTEGRATED HOME AND IN THE COMMERCIAL AND INDUSTRIAL SECTOR AS DYNAMIC ENERGY MANAGEMENT. THE STRATEGIC ENERGY MANAGEMENT INITIATIVE PROVIDES AN ADDITIONAL APPLICATION TO ACHIEVE THIS BROADER SET OF IMPACTS.WITH AN EYE TO MARKET TRANSFORMATION, THE ORGANIZATION MAINTAINED MORE THAN A DOZEN ACTIVE COMMITTEES MANAGING MORE THAN 18 INITIATIVES AND TECHNICAL SPECIFICATIONS THAT ARE REFERENCED BY UTILITIES, NONPROFIT ADMINISTRATORS, LOCAL, STATE AND FEDERAL GOVERNMENT (TAX CREDITS). THE ORGANIZATION SEEKS TO ADDRESS BEST PRACTICE FOR PROGRAM DESIGN, EVALUATION, AND TO SUPPORT PROGRAM ADMINISTRATORS IN APPLYING BEHAVIORAL SCIENCE TO THE DESIGN AND IMPLEMENTATION OF ENERGY SAVING PROGRAMS. | Desc |
| Total Program Service Expenses | $2,778,376 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 29 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK F MONTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6173379282 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 VILLAGE ROAD 202 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01949 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MARK SCHOENHEIDER | |||||||
| CHAIR (SINCE 6/1/24) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SARAH VAN DER PAELT | |||||||
| CHAIR (UNTIL 6/1/24) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TAM WAGNER | |||||||
| FIRST VICE-CHAIR (SINCE 6/1/24) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FRANK GUNDAL | |||||||
| FIRST VICE-CHAIR (UNTIL 6/1/24) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NAOMI BAUM | |||||||
| SECOND VICE-CHAIR (SINCE 6/1/24) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID GOLDSTEIN | |||||||
| SECOND VICE-CHAIR (UNTIL 10/1/24) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DANIEL ZAWESKI | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BECKY WALKER | |||||||
| SECRETARY (SINCE 6/1/24) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CINDY HERRON | |||||||
| SECRETARY (UNTIL 1/1/24) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GILBERT ARCHULETA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL BURGER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HAMMAD CHAUDHRY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DARREN HANWAY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE HOBSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL HUANG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL JOHNSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARRY JONES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DENISE MUNOZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS PORTER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN RAUDENBUSH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACY SCOTT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC SEILO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARMEN WELCH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOY ZINS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN BOLADIAN | |||||||
| DIRECTOR (UNTIL JAN '24) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN A TAYLOR | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $257,621 | $0 | $19,447 | ||
| JACK F MONTE | |||||||
| DIRECTOR OF FINANCE & ADMINISTRATION | 40.00 | Yes (X) | $150,402 | $0 | $13,413 | ||
| ALICE R ALTIERI | |||||||
| DEPUTY DIRECTOR | 40.00 | $140,794 | $0 | $23,827 | Yes (X) | ||
| RYAN HAMILTON | |||||||
| PRINCIPAL PROGRAM MANAGER | 40.00 | $123,964 | $0 | $5,675 | Yes (X) | ||
| WALKER A LARSEN | |||||||
| PRINCIPAL PROGRAM MANAGER | 40.00 | $110,640 | $0 | $10,648 | Yes (X) | ||
| ADAM CORNELIUS | |||||||
| SENIOR PROGRAM MANAGER | 40.00 | $100,592 | $0 | $11,157 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $884,013 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $84,167 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,788,502 | MembershipDuesAmt |
| Government Grants | $62,605 | GovernmentGrantsAmt |
| All Other Contributions | $592,213 | AllOtherContributionsAmt |
| Total Contributions | $3,443,320 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACTURAL FEES & RE | 541900 | $98,396 | $98,396 |
| INDUSTRY PARTNER MEETI | 541900 | $64,640 | $64,640 |
| SPEAKER FEES | 541900 | $4,550 | $4,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $167,586 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,239 | TotalRevenueColumnAmt |
| Exclusion | $136,239 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $32,366 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $32,366 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,747,145 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $167,586 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $136,239 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,829 | TotalAmt |
| Program Services | $5,727 | ProgramServicesAmt |
| Management And General | $450,102 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,718,332 | TotalAmt |
| Program Services | $1,471,566 | ProgramServicesAmt |
| Management And General | $246,766 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,526 | TotalAmt |
| Program Services | $42,044 | ProgramServicesAmt |
| Management And General | $7,482 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,475 | TotalAmt |
| Program Services | $101,623 | ProgramServicesAmt |
| Management And General | $24,852 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,188 | TotalAmt |
| Program Services | $111,175 | ProgramServicesAmt |
| Management And General | $50,013 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,326 | TotalAmt |
| Program Services | $61,320 | ProgramServicesAmt |
| Management And General | $5,006 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,363 | TotalAmt |
| Program Services | $24,818 | ProgramServicesAmt |
| Management And General | $16,545 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,247 | TotalAmt |
| Program Services | $82,110 | ProgramServicesAmt |
| Management And General | $54,137 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,265 | TotalAmt |
| Program Services | $5,365 | ProgramServicesAmt |
| Management And General | $1,900 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,035 | TotalAmt |
| Program Services | $28,303 | ProgramServicesAmt |
| Management And General | $12,732 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,898 | TotalAmt |
| Program Services | $113,043 | ProgramServicesAmt |
| Management And General | $50,855 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,040 | TotalAmt |
| Program Services | $102,106 | ProgramServicesAmt |
| Management And General | $45,934 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,868 | TotalAmt |
| Program Services | $191,868 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,409 | TotalAmt |
| Program Services | $196,853 | ProgramServicesAmt |
| Management And General | $88,556 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,084 | TotalAmt |
| Program Services | $40,752 | ProgramServicesAmt |
| Management And General | $18,332 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,133 | TotalAmt |
| Program Services | $14,576 | ProgramServicesAmt |
| Management And General | $6,557 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONTRACTOR EXPENSE | $173,606 | $173,606 | |
| PROJECT EXPENSE | $8,366 | $8,366 | |
| PROFESSIONAL DEVELOPMEN | $2,347 | $1,619 | $728 |
| RECRUITING | $1,045 | $721 | $324 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,183 | TotalAmt |
| Program Services | $815 | ProgramServicesAmt |
| Management And General | $368 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,859,565 | TotalAmt |
| Program Services | $2,778,376 | ProgramServicesAmt |
| Management And General | $1,081,189 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,331 | BOYAmt |
| EOY | $281,073 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,200,000 | BOYAmt |
| EOY | $2,850,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,000 | BOYAmt |
| EOY | $199,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,392 | BOYAmt |
| EOY | $596,743 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,785 | BOYAmt |
| EOY | $67,052 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $134,921 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $108,428 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,885 | BOYAmt |
| EOY | $26,493 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,542 | BOYAmt |
| EOY | $86,521 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,219 | BOYAmt |
| EOY | $263,284 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,563,154 | BOYAmt |
| EOY | $4,370,166 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,528 | BOYAmt |
| EOY | $313,206 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,738 | BOYAmt |
| EOY | $364,176 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,523 | BOYAmt |
| EOY | $218,820 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $898,789 | BOYAmt |
| EOY | $896,202 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,838,252 | BOYAmt |
| EOY | $2,780,203 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $826,113 | BOYAmt |
| EOY | $693,761 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,664,365 | BOYAmt |
| EOY | $3,473,964 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,563,154 | BOYAmt |
| EOY | $4,370,166 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$112,420 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,086 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$80,067 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,345,631 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,494,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,515,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,719,361 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,443,320 | CurrentTaxYearAmt |
| Total | $17,517,722 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,345,631 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,494,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,515,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,719,361 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,443,320 | CurrentTaxYearAmt |
| Total | $17,517,722 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $17,517,722 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,424 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,755 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $136,239 | CurrentTaxYearAmt |
| Total | $278,744 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $159,631 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $182,155 | CurrentTaxYearMinus3YearsAmt |
| Total | $341,786 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,138,252 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $314,774 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2020 AMOUNT: $ 159,631. 2021 AMOUNT: $ 182,155. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,675 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,788 | DepreciationAmt |
| Book Value | $9,887 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $110,246 | OtherCostOrOtherBasisAmt |
| Depreciation | $93,640 | DepreciationAmt |
| Book Value | $16,606 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,493 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $57,697 |
| OPERATING LEASE RIGHT-OF-USE ASSET | $205,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $263,284 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $218,820 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $218,820 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,749,231 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,086 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,086 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,747,145 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,747,145 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,939,632 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $80,067 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $80,067 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,859,565 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,859,565 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON TRADE OR BUSINESS PROFITS GENERATED BY ACTIVITIES RELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. THE ORGANIZATION MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES FOR PROFITS GENERATED FROM TRADE OR BUSINESS ACTIVITIES UNRELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. AS OF DECEMBER 31, 2024, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NOT GENERATED ANY UNRELATED BUSINESS TAXABLE INCOME. THE ORGANIZATION ASSESSES THE RECORDING OF UNCERTAIN TAX POSITIONS BY EVALUATING THE MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS A TAX POSITION MUST MEET BEFORE BEING RECOGNIZED AS A BENEFIT IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNCERTAIN TAX POSITIONS AS A COMPONENT OF INCOME TAX EXPENSE, IF ANY, IN ITS STATEMENT OF ACTIVITIES. THE ORGANIZATION HAS NOT RECOGNIZED ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED BENEFITS AS OF DECEMBER 31, 2024 THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE IN UNCERTAIN TAX BENEFITS WITHIN THE NEXT 12 MONTHS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CREDIT LOSS EXPENSE FOR UNCOLLECTIBLE MEMBERSHIP DUES 80,067. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | PROGRAM SERVICES NOT REGION SPECIFIC, BUT RATHER IN SUPPORT OF CEE PROGRAMS ACROSS ALL MEMBERSHIP. | SpecificServicesProvidedTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART 1, LINE 3: | FormAndLineReferenceDesc |
| Explanation | NO SPECIFIC ACTIVITIES ARE CONDUCTED IN OR ATTRIBUTABLE TO A SPECIFIC REGION. HOWEVER, THE ORGANIZATION HAS 6 DUES PAYING MEMBERS THAT ARE CANADIAN COMPANIES. THE MEMBERS ARE AS FOLLOWS: 1. NATURAL RESOURCES CANADA 2. ENBRIDGE UNION GAS LIMITED 3. BC HYDRO 4. FORTISBC ENERGY INC. (TERASEN GAS) 5. ENERGIR (GAZ METRO) 6. IESO (INDEPENDENT ELECTRICITY SYSTEM OPERATOR) A NUMBER OF THE COMPANIES ABOVE ALSO PROVIDE SUPPORT TO VARIOUS CEE PROJECTS IN THE FORM OF TEMPORARILY RESTRICTED CONTRIBUTIONS. PARTICIPATION IN CEE'S ACTIVITIES REQUIRES THE PAYMENT OF MEMBER DUES. NO SPECIFIC OR GENERAL SERVICES RELATE TO MEXICO, AND NO MEXICAN COMPANIES ARE DUES PAYING MEMBERS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN A TAYLOR | ||||||||||||||
| EXECUTIVE DIRECTOR | $200,918 | $0 | $56,703 | $0 | $0 | $0 | $6,993 | $0 | $12,454 | $0 | $277,068 | $0 | $0 | $0 |
| ALICE R ALTIERI | ||||||||||||||
| DEPUTY DIRECTOR | $134,794 | $0 | $6,000 | $0 | $0 | $0 | $4,528 | $0 | $19,299 | $0 | $164,621 | $0 | $0 | $0 |
| JACK F MONTE | ||||||||||||||
| DIRECTOR OF FINANCE & ADMINISTRATION | $145,402 | $0 | $5,000 | $0 | $0 | $0 | $4,642 | $0 | $8,771 | $0 | $163,815 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVE DIRECTOR'S BONUS IS PAID PER A WRITTEN EMPLOYMENT CONTRACT WITH THE ORGANIZATION IN CONNECTION WITH CERTAIN PERFORMANCE AND EMPLOYMENT GOALS. THE EXECUTIVE DIRECTOR OF THE ORGANIZATION REVIEWS THE PERFORMANCE OF THE DIRECTOR OF FINANCE AND ADMINISTRATION, THE DEPUTY DIRECTOR AND THE PRINCIPAL PROGRAM MANAGERS AND ULTIMATELY DETERMINES THE AMOUNT OF PERFORMANCE BASED BONUS PAID THAT IS WITHIN THE BOARD AUTHORIZED BUDGET. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION VOTED TO AMEND THE BYLAWS ON JANUARY 9, 2024 TO INCLUDE EMERGENCY BYLAW PROVISIONS IN ACCORDANCE WITH CORPORATIONS CODE 5151, THAT COULD CHANGE THE QUORUM, VOTING RIGHTS, OR VOTING APPROVAL REQUIREMENTS OR MODIFY LINES OF SUCCESSION OF THE GOVERNING BODY MEMBERS, SOLELY DURING A DEFINED EMERGENCY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 DRAFT IS PROVIDED TO THE DIRECTOR OF FINANCE & ADMINISTRATION FOR REVIEW AND IS THEN PRESENTED TO THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR REVIEWS, MAKES INQUIRIES AND ENHANCEMENTS TO THE 990. THE 990 IS THEN PRESENTED TO THE TREASURER FOR REVIEW. ONCE THE TREASURER REVIEWS AND APPROVES THE 990, IT IS THEN REVIEWED BY THE BOARD OF DIRECTORS WHICH INCLUDES THE AUDIT COMMITTEE. THE 990 IS THEN SIGNED BY THE EXECUTIVE DIRECTOR BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS APPLICABLE TO ALL DIRECTORS WITH POWERS DELEGATED TO IT BY THE BOARD (COLLECTIVELY, "INTERESTED PERSON"). IN ACCORDANCE WITH THE POLICY, ANNUALLY, EACH INTERESTED PERSON MUST PROVIDE A SIGNED ATTESTATION REGARDING ANY POTENTIAL CONFLICTS WHICH IS REVIEWED BY THE BOARD NOMINATIONS COMMITTEE AND ACTED UPON BY THE FULL BOARD. ADDITIONALLY, UPON DISCLOSING A FINANCIAL INTEREST OR OTHER CONFLICT TO THE BOARD OR BOARD COMMITTEE BY AN INTERESTED PERSON IN A SPECIFIC MEETING, THE INTERESTED PERSON WILL LEAVE THE MEETING AND THE REMAINING MEMBERS OF THE BOARD OR BOARD COMMITTEE WILL DETERMINE IF A CONFLICT ACTUALLY EXISTS. IF A CONFLICT IS DEEMED TO EXIST, THE DISINTERESTED DIRECTORS WILL REVIEW AND VOTE UPON WHETHER THE TRANSACTION IS IN THE BEST INTERESTS OF THE ORGANIZATION AND WHETHER IT IS FAIR OR REASONABLE. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE, A SUBSET OF THE BOARD OF DIRECTORS, AFTER COMPARABILITY DATA IS OBTAINED BY A COMPENSATION CONSULTANT. GRADES AND SALARY RANGES FOR ALL OTHER EMPLOYEES ARE DETERMINED BY A COMPENSATION CONSULTANT WITH THE EXECUTIVE DIRECTOR MAKING THE FINAL DETERMINATION WITHIN THOSE PARAMETERS. ALL DECISIONS REGARDING COMPENSATION ARE DOCUMENTED IN WRITING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CREDIT LOSS EXPENSE FOR UNCOLLECTIBLE MEMBERSHIP DUES -80,067. |