Civic Intelligence

California Efficiency Demand Management Council

990 • Fiscal year 2019 • EIN 27-0180889

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 19, 2020

1111 BroadwayOakland, CA 94607

(503) 810-1155

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

44th percentile

0.04x

Higher debt load relative to assets than 44% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

40th percentile

0.02x

Higher debt load relative to revenue than 40% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Net Margin

25th percentile

-3.3%

Higher net margin than 25% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

76th percentile

$113,288

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Asset Growth

17th percentile

-8.4%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-4.0%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$504,157

Down $46,382 (-8.4%) from 2018

Net Assets

Down

$484,686

Down $45,655 (-8.6%) from 2018

Liabilities

Down

$19,471

Down $727 (-3.6%) from 2018

Revenue

Down

$847,283

Down $35,588 (-4.0%) from 2018

Expenses

Up

$875,398

Up $82,916 (+10%) from 2018

Net Income

Down

-$28,115

Down $118,504 (-131%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2012: $213,466Liabilities 2012: $2,113Net Assets 2012: $211,3532012Assets 2013: $238,824Liabilities 2013: $7,478Net Assets 2013: $231,3462013Assets 2014: $285,974Liabilities 2014: $5,032Net Assets 2014: $280,9422014Assets 2015: $391,098Liabilities 2015: $4,080Net Assets 2015: $387,0182015Assets 2017: $439,952Liabilities 2017: $0Net Assets 2017: $439,9522017Assets 2018: $550,539Liabilities 2018: $20,198Net Assets 2018: $530,3412018Assets 2019: $504,157Liabilities 2019: $19,471Net Assets 2019: $484,6862019Assets 2020: $513,756Liabilities 2020: $102,109Net Assets 2020: $411,6472020Assets 2021: $430,951Liabilities 2021: $21,754Net Assets 2021: $409,1972021Assets 2024: $89,487Liabilities 2024: $11,263Net Assets 2024: $78,2242024

Highlighted filing

2019

Assets$504,157
Liabilities$19,471
Net Assets$484,686

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2012: $344,8502012Revenue 2013: $457,796Expenses 2013: $437,803Net Income 2013: $19,9932013Revenue 2014: $515,356Expenses 2014: $465,760Net Income 2014: $49,5962014Revenue 2015: $654,229Expenses 2015: $540,162Net Income 2015: $114,0672015Revenue 2017: $734,434Expenses 2017: $754,166Net Income 2017: -$19,7322017Revenue 2018: $882,871Expenses 2018: $792,482Net Income 2018: $90,3892018Revenue 2019: $847,283Expenses 2019: $875,398Net Income 2019: -$28,1152019Revenue 2020: $712,219Expenses 2020: $782,548Net Income 2020: -$70,3292020Revenue 2021: $884,249Expenses 2021: $886,699Net Income 2021: -$2,4502021Revenue 2024: $888,711Expenses 2024: $977,479Net Income 2024: -$88,7682024

Highlighted filing

2019

Revenue$847,283
Expenses$875,398
Net Income-$28,115
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 19, 2020
Return Version
2019v5.0
Gross Receipts
$847,283
Mission and Program Overview

Mission

To support appropriate energy efficiency and demand management policies and programs, for all californians to create sustainable jobs, long-term economic vitality, stable and reasonably priced energy systems and environmental improvement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$530,341$484,686▼ $45,655
Accounts Receivable$226,450$262,408▲ $35,958
Savings and Temporary Cash Investments$167,398$244,034▲ $76,636
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Cash and Non-Interest-Bearing Accounts$156,691$-2,285▼ $158,976
Total Assets$550,539$504,157▼ $46,382
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$20,198$19,471▼ $727
Total Liabilities$20,198$19,471▼ $727
Net Assets / Fund Balance
Total Net Assets Fund Balance$530,341$484,686▼ $45,655
Total Liabilities and Net Assets / Fund Balance$550,539$504,157▼ $46,382
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Arthur HaubenstockFormer Executive DirectorFT$113,288$113,288
Greg WiklerExecutive DirectorFT$67,247$67,247

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$847,163
Investment Income
$120
Other Revenue
$0
Change in Net Assets
$-28,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$443,712
Salaries, Compensation, and Employee Benefits$431,686
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$315,591
Conferences and Meetings$68,050$1,000-$69,050
Current Officers, Directors, Trustees, and Key Employees---$67,247
Fees for Services Legal-$35,000-$35,000
Payroll Taxes---$30,243
Fees for Services Other-$28,030-$28,030
Other Employee Benefits---$18,605
All Other Expenses$802$15,198-$16,000
Travel-$7,941-$7,941
Fees for Services Accounting-$7,500-$7,500
Other Expenses$5,803$7,432-$5,803
Insurance-$3,731-$3,731
Office Expenses-$2,870-$2,870
Occupancy-$2,243-$2,243
Information Technology-$846-$846
Advertising-$66-$66
Total Functional Expenses$331,855$111,857$0$875,398
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

FULL MEMBERS AND SUSTAINING MEMBERS ARE businesses that include implementation and evaluation experts, demand response companies, engineering and architecture firms, data analytics firms, contractors, financing experts, energy service companies, workforce training entities, and manufacturers of energy efficiency products and equipment. ASSOCIATE MEMBERS ARE COMPANIES AND ORGANIZATIONS THAT HAVEAN INTEREST IN THE ENERGY EFFICIENCY and demand management INDUSTRY IN CALIFORNIA BUT DO NOT DIRECTLY PROVIDE ENERGY EFFICIENCY PRODUCTS OR SERVICES.

Form 990, Part VI, Line 11B: Form 990 Review Process

The taxpayer's accounting firm forwards Form 990 to the Executive Director, who forwards it to the Board for their review prior to filing. Questions funnel to the Executive Director, who either answers them or asks the accounting firm to address the questions. The accounting firm also attends (can be remotely) a board meeting to answer any additionals on Form 990 before it is filed.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

At the beginning of each board meeting, each member is asked about potential conflicts. None have existed yet.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The Chair and Vice-chair recommend compensation, including salary and bonus, for the Executive Director, and the Board reviews and adjusts the recommendation in closed session.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The Executive Director makes a recommendation to the Chair and Vice-chair about compensation for all other employees. This is reviewed with the Board in a closed session.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization makes it's governing documents available on it's website and financial statements available on request.

Filing and Contact Details

Filer

Filer Name
California Efficiency Demand
EIN
27-0180889
Phone
5038101155
Address
1111 Broadway, Oakland, CA 94607

Signing Officer

Name
Greg Wikler
Title
Executive Director
Signed
2020-07-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carmen Henrikson
Formed
2009
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
7
Volunteers
15

Preparer

Firm
Goranson and Associates Inc
Address
717 College Avenue First Floor, Santa Rosa, CA 95404
Preparer
Susan E Goranson
Phone
7075421256
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0847283
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0846
IRS990/InformationTechnologyGrp/TotalAmt0846
IRS990/InsuranceGrp/ManagementAndGeneralAmt03731
IRS990/InsuranceGrp/TotalAmt03731
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0120
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0120
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT APPROPRIATE ENERGY EFFICIENCY AND DEMAND MANAGEMENT POLICIES AND PROGRAMS, FOR ALL CALIFORNIANS TO CREATE SUSTAINABLE JOBS, LONG-TERM ECONOMIC VITALITY, STABLE AND REASONABLY PRICED ENERGY SYSTEMS AND ENVIRONMENTAL IMPROVEMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0530341
IRS990/NetAssetsOrFundBalancesEOYAmt0484686
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/ManagementAndGeneralAmt02243
IRS990/OccupancyGrp/TotalAmt02243
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02870
IRS990/OfficeExpensesGrp/TotalAmt02870
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt018605
IRS990/OtherExpensesGrp/Desc0policy support
IRS990/OtherExpensesGrp/Desc1Symposium
IRS990/OtherExpensesGrp/Desc2Admin support
IRS990/OtherExpensesGrp/Desc3Forum
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07432
IRS990/OtherExpensesGrp/ProgramServicesAmt0235397
IRS990/OtherExpensesGrp/ProgramServicesAmt121803
IRS990/OtherExpensesGrp/ProgramServicesAmt25803
IRS990/OtherExpensesGrp/TotalAmt0235397
IRS990/OtherExpensesGrp/TotalAmt121803
IRS990/OtherExpensesGrp/TotalAmt27432
IRS990/OtherExpensesGrp/TotalAmt35803
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0315591
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt030243
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Carmen Henrikson
IRS990/PriorPeriodAdjustmentsAmt0-17540
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Additional Support
IRS990/ProgramServiceRevenueGrp/Desc1Grant revenue
IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues
IRS990/ProgramServiceRevenueGrp/Desc3Miscellaneous revenue
IRS990/ProgramServiceRevenueGrp/Desc4Trainings & Symposiums
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014723
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt140000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2632325
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31680
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4158435
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014723
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt140000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2632325
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31680
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4158435
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt094
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0252803
IRS990/PYProgramServiceRevenueAmt0882777
IRS990/PYRevenuesLessExpensesAmt090389
IRS990/PYSalariesCompEmpBnftPaidAmt0539679
IRS990/PYTotalExpensesAmt0792482
IRS990/PYTotalRevenueAmt0882871
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-28115
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0530341
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0484686
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0167398
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0244034
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0113288
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Arthur Haubenstock
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Former Executive Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0113288
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FULL MEMBERS AND SUSTAINING MEMBERS ARE businesses that include implementation and evaluation experts, demand response companies, engineering and architecture firms, data analytics firms, contractors, financing experts, energy service companies, workforce training entities, and manufacturers of energy efficiency products and equipment. ASSOCIATE MEMBERS ARE COMPANIES AND ORGANIZATIONS THAT HAVEAN INTEREST IN THE ENERGY EFFICIENCY and demand management INDUSTRY IN CALIFORNIA BUT DO NOT DIRECTLY PROVIDE ENERGY EFFICIENCY PRODUCTS OR SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The taxpayer's accounting firm forwards Form 990 to the Executive Director, who forwards it to the Board for their review prior to filing. Questions funnel to the Executive Director, who either answers them or asks the accounting firm to address the questions. The accounting firm also attends (can be remotely) a board meeting to answer any additionals on Form 990 before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2At the beginning of each board meeting, each member is asked about potential conflicts. None have existed yet.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Chair and Vice-chair recommend compensation, including salary and bonus, for the Executive Director, and the Board reviews and adjusts the recommendation in closed session.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Executive Director makes a recommendation to the Chair and Vice-chair about compensation for all other employees. This is reviewed with the Board in a closed session.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization makes it's governing documents available on it's website and financial statements available on request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0550539
IRS990/TotalAssetsEOYAmt0504157
IRS990/TotalAssetsGrp/BOYAmt0550539
IRS990/TotalAssetsGrp/EOYAmt0504157

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