Civic Intelligence

California Efficiency Demand Management Council

990 • Fiscal year 2020 • EIN 27-0180889

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 2021

Organization Profilewww.cedmc.org
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

66th percentile

0.20x

Higher debt load relative to assets than 66% of similar nonprofits.

2020 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.14x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2020

Net Margin

18th percentile

-9.9%

Higher net margin than 18% of similar nonprofits.

2020 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

95th percentile

$215,667

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 30.3% of source-year revenue.

2020 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2020

Asset Growth

40th percentile

1.9%

Faster asset growth than 40% of similar nonprofits.

2020 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-16%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$513,756

Up $9,599 (+1.9%) from 2019

Net Assets

Down

$411,647

Down $73,039 (-15%) from 2019

Liabilities

Up

$102,109

Up $82,638 (+424%) from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin18th percentile

Revenue

Down

$712,219

Down $135,064 (-16%) from 2019

Expenses

Down

$782,548

Down $92,850 (-11%) from 2019

Net Income

Down

-$70,329

Down $42,214 (-150%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

2020

Assets$513,756
Liabilities$102,109
Net Assets$411,647
Open 2020 Filing

Operations Trend

Revenue Growth38th percentile

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

2020

Revenue$712,219
Expenses$782,548
Net Income-$70,329
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 14, 2021
Return Version
2020v4.0
Gross Receipts
$737,355
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$484,686$411,647▼ $73,039
Savings and Temporary Cash Investments$244,034$317,084▲ $73,050
Accounts Receivable$262,408$161,695▼ $100,713
Cash and Non-Interest-Bearing Accounts$-2,285$34,977▲ $37,262
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-
Total Assets$504,157$513,756▲ $9,599
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property-$82,020-
Accounts Payable and Accrued Expenses$19,471$20,089▲ $618
Total Liabilities$19,471$102,109▲ $82,638
Net Assets / Fund Balance
Total Net Assets Fund Balance$484,686$411,647▼ $73,039
Total Liabilities and Net Assets / Fund Balance$504,157$513,756▲ $9,599
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Greg WiklerExecutive DirectorFT$215,667$215,667

Board Members and Trustees

NameTitle
Gene RodriguesChairman
Joanne O'NeillVice Chair
Carmen HenriksonDirector
Cody CoeckelenberghDirector
Jarred MetoyerDirector
Jennifer ChamberlinDirector
Karin CorfeeDirector
Kim RodriguezDirector
Lauren CastentiniDirector
Rich SperbergDirector
Sharyn BarataDirector
Terry FryDirector
Ying WangDirector
Patricia WattsExecutive Director
Arthur HaubenstockFormer Executive Director
Matt O'KeefeSecretary
Mahlon AldridgeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$30,000
Program Service Revenue
$641,517
Investment Income
$67
Other Revenue
$40,635
All Other Contributions
$30,000
Change in Net Assets
$-70,329
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$473,341
Other Expenses$309,207
Total Fundraising Expense$2,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$215,667
Other Salaries and Wages---$207,265
Payroll Taxes---$28,276
Other Employee Benefits---$22,133
Fees for Services Accounting-$8,250-$8,250
Office Expenses-$8,159-$8,159
Fees for Services Legal-$7,260-$7,260
Insurance-$3,812-$3,812
Conferences and Meetings-$1,706-$1,706
Travel-$1,616-$1,616
Occupancy-$1,173-$1,173
Information Technology-$1,141-$1,141
Other Expenses$271,147$630$2,000$630
All Other Expenses-$313-$313
Total Functional Expenses$271,147$36,060$2,000$782,548
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$65,771
Fundraising Direct Expenses$25,136
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Events Income$65,771$65,771$25,136$40,635
Total Events$65,771$65,771$25,136$40,635
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
2021-05-14
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
4
Volunteers
15

Preparer

Firm
Goranson and Associates
Address
717 College Ave, Santa Rosa, CA 95404
Preparer
Sally Westgate
Phone
7075421256
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Adjust book to tax net assets = -$2710”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt17Former Executive Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt025136
IRS990/FundraisingGrossIncomeAmt065771
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0737355
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
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IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01141
IRS990/InformationTechnologyGrp/TotalAmt01141
IRS990/InsuranceGrp/ManagementAndGeneralAmt03812
IRS990/InsuranceGrp/TotalAmt03812
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt067
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt067
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt010
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/MortgNotesPyblScrdInvstPropGrp/EOYAmt082020
IRS990/NetAssetsOrFundBalancesBOYAmt0484686
IRS990/NetAssetsOrFundBalancesEOYAmt0411647
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt040635
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/ManagementAndGeneralAmt01173
IRS990/OccupancyGrp/TotalAmt01173
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08159
IRS990/OfficeExpensesGrp/TotalAmt08159
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-2710
IRS990/OtherEmployeeBenefitsGrp/TotalAmt022133
IRS990/OtherExpensesGrp/Desc0policy support
IRS990/OtherExpensesGrp/Desc1Dues & Subscriptions
IRS990/OtherExpensesGrp/Desc2Grant support
IRS990/OtherExpensesGrp/Desc3Payroll Fees
IRS990/OtherExpensesGrp/FundraisingAmt02000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1630
IRS990/OtherExpensesGrp/ProgramServicesAmt0271147
IRS990/OtherExpensesGrp/TotalAmt0271147
IRS990/OtherExpensesGrp/TotalAmt12000
IRS990/OtherExpensesGrp/TotalAmt22000
IRS990/OtherExpensesGrp/TotalAmt3630
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0207265
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt028276
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Carmen Henrikson
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Grant revenue
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues
IRS990/ProgramServiceRevenueGrp/Desc2Miscellaneous revenue
IRS990/ProgramServiceRevenueGrp/Desc3Partnerships
IRS990/ProgramServiceRevenueGrp/Desc4Trainings & Symposiums
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0641517
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0641517
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0120
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0443712
IRS990/PYProgramServiceRevenueAmt0847163
IRS990/PYRevenuesLessExpensesAmt0-28115
IRS990/PYSalariesCompEmpBnftPaidAmt0431686
IRS990/PYTotalExpensesAmt0875398
IRS990/PYTotalRevenueAmt0847283
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-70329
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0484686
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0411647
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0244034
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0317084
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025136
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Events Income
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt065771
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065771
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt065771
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065771
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040635
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025136
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025136
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0215667
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Greg Wikler
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Dir.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0215667
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/ExplanationTxt6Adjust book to tax net assets = -$2710
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$513,756
Liabilities
$102,109
Net assets
$411,647
Revenue
$712,219
Expenses
$782,548
Net income
-$70,329
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.11$0.78$8.89$9.77$0.89
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.31$0.22$4.09$8.84$8.87$0.02
2020Detailed filing. Detailed filing data is available for this year.$5.14$1.02$4.12$7.12$7.83$0.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.04$0.19$4.85$8.47$8.75$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.51$0.20$5.30$8.83$7.92$0.90
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.40$0.00$4.40$7.34$7.54$0.20
2015Detailed filing. Detailed filing data is available for this year.$3.91$0.04$3.87$6.54$5.40$1.14
2014Detailed filing. Detailed filing data is available for this year.$2.86$0.05$2.81$5.15$4.66$0.50
2013Detailed filing. Detailed filing data is available for this year.$2.39$0.07$2.31$4.58$4.38$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.02$2.11$3.45