Civic Intelligence

Smart Energy Consumer Collaborative

990 • Fiscal year 2016 • EIN 27-2312832

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 01, 2017

260 Peachtree Street NW Suite 1202Atlanta, GA 30303

(404) 348-8017

Siviq Scores

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

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

71st percentile

13%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2016

Revenue Growth

61st percentile

8.6%

Faster revenue growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2016

Assets

Up

$222,142

Up $53,492 (+32%) from 2014

Net Assets

Up

$219,427

Up $54,336 (+33%) from 2014

Liabilities

Down

$2,715

Down $844 (-24%) from 2014

Revenue

Up

$762,136

Up $115,413 (+18%) from 2014

Expenses

Up

$660,214

Up $36,170 (+5.8%) from 2014

Net Income

Up

$101,922

Up $79,243 (+349%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2014: $168,650Liabilities 2014: $3,559Net Assets 2014: $165,0912014Assets 2016: $222,142Liabilities 2016: $2,715Net Assets 2016: $219,4272016Assets 2020: $493,161Liabilities 2020: $3,248Net Assets 2020: $489,9132020Assets 2021: $633,689Liabilities 2021: $7,473Net Assets 2021: $626,2162021Assets 2022: $649,402Liabilities 2022: $9,548Net Assets 2022: $639,8542022Assets 2024: $262,673Liabilities 2024: $18,525Net Assets 2024: $244,1482024

Highlighted filing

2016

Assets$222,142
Liabilities$2,715
Net Assets$219,427

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2014: $646,723Expenses 2014: $624,044Net Income 2014: $22,6792014Revenue 2016: $762,136Expenses 2016: $660,214Net Income 2016: $101,9222016Revenue 2020: $869,091Expenses 2020: $826,326Net Income 2020: $42,7652020Revenue 2021: $808,855Expenses 2021: $672,552Net Income 2021: $136,3032021Revenue 2022: $709,687Expenses 2022: $696,049Net Income 2022: $13,6382022Revenue 2024: $458,027Expenses 2024: $703,932Net Income 2024: -$245,9052024

Highlighted filing

2016

Revenue$762,136
Expenses$660,214
Net Income$101,922
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$762,136
Mission and Program Overview

Mission

Smart grid consumer collaborative is a 501c3 nonprofit organization chartered to be the trusted source representing consumers, advocates, utilities and technology providers in order to advance the adoption of a reliable, efficient, and secure smart grid and ensure long-lasting sustainable benefits to consumers.

Sgcc has laid the groundwork for partnership and set the stage for a consumer-safe, consumer-friendly and consumer-approved modern electric grid in the u.s. By following our threefold agenda of listening to consumers via primary consumer research, educating consumers and stakeholders via educational resources and webinars and collaborating with stakeholders through membership, in person events and outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$117,505$219,427▲ $101,922
Cash and Non-Interest-Bearing Accounts$74,299$165,922▲ $91,623
Savings and Temporary Cash Investments$45,147$56,220▲ $11,073
Total Assets$119,446$222,142▲ $102,696
Liabilities
Accounts Payable and Accrued Expenses$1,941$2,715▲ $774
Total Liabilities$1,941$2,715▲ $774
Net Assets / Fund Balance
Total Net Assets Fund Balance$117,505$219,427▲ $101,922
Total Liabilities and Net Assets / Fund Balance$119,446$222,142▲ $102,696
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Patricia DurandPresident &FT$132,188$132,188
Greg SchwartzDirector of Oper.FT$68,291$68,291

Board Members and Trustees

NameTitle
Brad LangleyDirector
Gregory KnightDirector
Jason CigarranDirector
John D McdonaldDirector
Lincoln WoodDirector
Lisa MagnusonDirector
Liz CoyleDirector
Luisa FreemanDirector
Michel LosierDirector
Michele GreggDirector
Naomi Manley-casimirDirector
Tim WolfDirector
Mark BrownDirector & C
Peter K FloydDirector & S
Amanda StallingsDirector & T
Revenue and Support

Revenue Composition

Contributions and Grants
$89,500
Program Service Revenue
$672,505
Investment Income
$131
Other Revenue
$0
All Other Contributions
$89,500
Change in Net Assets
$101,922
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$386,197
Other Expenses$274,017
Total Fundraising Expense$64,841
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$123,763$53,961$23,268$200,992
Other Salaries and Wages$104,319$23,392$29,531$157,242
Payroll Taxes$17,861$5,894$4,208$27,963
Fees for Services Other$20,770$1,014-$21,784
Occupancy$10,286$5,143$1,714$17,143
Travel$13,470$1,585$792$15,847
All Other Expenses$9,514$5,272$909$15,695
Other Expenses$4,364$672$2,688$4,364
Fees for Services Legal-$1,575$1,575$3,150
Office Expenses$1,442$1,442-$2,884
Fees for Services Accounting-$2,000-$2,000
Insurance-$1,400$156$1,556
Total Functional Expenses$492,023$103,350$64,841$660,214
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Luisa FreemanBoard MemberDnv Gl ResearchNo$15,696
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 6

Sgcc membership is open to all smart grid stakeholders including consumer and environmental advocacy organizations, technology providers, academic and research labs, and electric utilities for sharing in research, best practices, and the collaborative effort of the group.

Form 990, Page 6, Part VI, Line 7A

Prior to the annual meeting of the members, each founding member shall have the right to designate one member of the board of directors, to remove the director designated by that founding member, and in the event such director is removed (by that founding member or by the board), resigns, or otherwise ceases to be a director, to designate a successor director, as set forth in the by-laws.

Form 990, Page 6, Part VI, Line 11B

The organization conducts a review session for the form 990 that includes the finance committee, president/ceo, cfo and interested board members.

Form 990, Page 6, Part VI, Line 12C

The organization monitors and enforces compliance with the conflict of interest policy through annual board questionnaires and reviews.

Form 990, Page 6, Part VI, Line 15A

Independent board members review and approve compensation for the president/ceo and top management to ensure that no more than the fair market value is paid for such services.

Form 990, Page 6, Part VI, Line 19

The irs determination letter, articles of incorporation, bylaws, 990 filing and financial records are available to any member of the public upon request.

Filing and Contact Details

Filer

Filer Name
Smart Grid Consumer Collaborative
EIN
27-2312832
Phone
4043488017
Address
260 PEACHTREE STREET NW SUITE 1202, ATLANTA, GA 30303

Signing Officer

Name
Patricia Durand
Title
President & CEO
Phone
4043488017
Signed
2017-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Durand
Formed
2010
Legal Domicile
Wa
Voting Board Members
17
Independent Board Members
17
Employees
8
Volunteers
113

Preparer

Firm
Brooks Mcginnis & Company LLC
Address
5607 GLENRIDGE DR STE 650, ATLANTA, GA 30342-4959
Preparer
Steven E Trumbo
Phone
4045314940
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Smart grid consumer collaborative is a 501(c)(3) nonprofit organization with a mission to serve as a trusted source of information for industry stakeholders seeking a broad understanding of consumers' views about grid modernization, electricity delivery, and energy usage, and for consumers seeking an understanding of the value and experience of a modern electrical grid.

Form 990, Page 2, Part III, Line 4A

Was given to consumer interest in time-varying rates due to the heavy industry focus on rate reform. Sgcc released its consumer driven technologies study that surveyed 1,571 respondents from across the nation that addressed four distinct technologies and services: residential solar, community solar, green power plans and electric vehicles, equips interested stakeholders with actionable insight on the consumer producers or "prosumers" to help the transition to the future grid. Sgcc released its customer experience & expectations study that surveyed 2,000 respondents across the u.s online, probed customers on six key touchpoints with their energy provider, like starting a new service or remediating a problem, and uncovered customer preferences and expectations on each of these interactions. Customer perceptions of best-in-class service providers for these interactions were also explored. Sgcc released six new smart grid customer engagement success stories covering baltimore gas & electric company, cps energy, pepco, sacramento municipal utility district, snohomish county pud and weatherbug home & centerpoint energy. Each case study spotlights how smart meters or smart grid deployments by these utilities have engaged consumers to enable them to match the energy they use with their needs and lifestyles.

Form 990, Page 2, Part III, Line 4B

Symposium based on five behaviors and how the organizations made smart grid clear to consumers. The awards demonstrated excellence in customer engagement and outreach in their consumer awareness campaigns. Sgcc added a consumer-oriented, smart cities fact sheet titled smart cities: we're all in this together to an existing consumer information kit for the smart grid comprised of eight educational, consumer-facing fact sheets on topics important to consumers including consumer benefits, data privacy, distributed generation & net metering, myths vs. Facts: the truth about smart meters, outage restoration, power quality, pricing and radio frequency. The new fact sheet explored why consumers should care about smart cities, why grid modernization is a critical component and examples from around the country while ultimately showing that we're all in this together. Sgcc also hosted a series of eight free peer connect webinars concerning topics ranging from energy analytics: keeping up with customer expectations, ami playbook: continuing to deliver customer value with ami, a missing piece: what smart grid means for current environmental discussions, dataguard: energy data privacy and security, connected consumers: bringing the iot to life, after the smart grid: what's next, customer engagement success stories and a look at changing utility pricing structures. Each webinar provided topic-oriented speakers as well as a questions and answers discussion. Sgcc continued an effort to create a consumer value proposition for the smart grid to take the lead on delivering a consistent narrative on the promise of the smart grid by conducting an online survey of 502 u.s. Adults who regularly make decisions on household electricity usage and payments. The objectives were to learn more about household electricity decision makers and to understand what statements and language resonate best with them. Sgcc also continued to produce material for its consumer-facing website, www.whatissmartgrid.org, including a next innovation video and rate your home energy knowledge online quiz to educate and excite consumers about the benefits of modern day advancements being made to the electric grid that puts into perspective what a monumental time this is in the history of human innovation. In addition, sgcc added 11 featured articles on timely topics relevant to consumers including "3 easy earth day upgrades", "is your utility the new amazon for energy?- and "top 10 friendliest cities for electric vehicles."

Form 990, Page 2, Part III, Line 4C

Presence on twitter, facebook, linkedin and youtube. In 2016, sgcc also continued the weekly smart grid: above the fold, a newsletter that kept members and non-members abreast of smart grid and consumer industry news and trends. Sgcc also hosted two in-person events in 2016 including a sixth annual consumer symposium: the connected consumer and the future of the grid open to the public and the fifth annual members meeting and interactive workshop where members focused on featured topics ranging from changing utility pricing structures and changing today's grid for the consumer of tomorrow. In support of sgcc's research releases, sgcc provided three publically available research brief webinars covering each study including the consumer driven technologies, engaging today's empowered consumer and 2016 state of the consumer report. Policy: in 2016, sgcc made great strides to engage more with public policy stakeholders. Sgcc shared primary consumer research with commissioners and staff across the country through workshops, webinars and public forums including the illinois commerce commission, national association of regulatory utility commissioners, (naruc) electricity committee, minnesota public utilities commission, national association of state energy officials (naseo), northwest power and conservation council, new england conference of public utility commissioners (necpuc) and georgia public service commission.

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IRS990/Desc0RESEARCH: SGCC RELEASED FOUR PIECES OF RESEARCH ON THE PUBLIC'S AWARENESS OF SMART GRID THROUGHOUT 2016 IN ADDITION TO SIX ADDITIONAL CUSTOMER ENGAGEMENT CASE STUDIES WHILE MAINTAINING A FULLY ENGAGED VOLUNTEER BASED RESEARCH COMMITTEE. SGCC RELEASED THE MOST CURRENT VERSION OF ITS ANNUAL STATE OF THE CONSUMER REPORT, WHICH BUILT ON PAST RESEARCH TO DETAIL WHAT CONSUMERS ARE THINKING ABOUT AND HOW THEY ARE ENGAGING WITH GRID MODERNIZATION EFFORTS. SGCC RELEASED THE EMPOWERED CONSUMER REPORT WHICH EXAMINED HOW THE SMART GRID HAS EMPOWERED CONSUMERS AND EVALUATED CONSUMER PROPENSITY TO ADOPT AND PARTICIPATE IN A VARIETY OF SMART GRID-ENABLED PROGRAMS. SPECIAL ATTENTION WAS GIVEN TO CONSUMER INTEREST IN TIME-VARYING RATES DUE TO THE HEAVY INDUSTRY FOCUS ON RATE REFORM. SGCC RELEASED ITS CONSUMER DRIVEN TECHNOLOGIES STUDY THAT SURVEYED 1,571 RESPONDENTS FROM ACROSS THE NATION THAT ADDRESSED FOUR DISTINCT TECHNOLOGIES AND SERVICES: RESIDENTIAL SOLAR, COMMUNITY SOLAR, GREEN POWER PLANS AND ELECTRIC VEHICLES, EQUIPS INTERESTED STAKEHOLDERS WITH ACTIONABLE INSIGHT ON THE CONSUMER PRODUCERS OR "PROSUMERS" TO HELP THE TRANSITION TO THE FUTURE GRID. SGCC RELEASED ITS CUSTOMER EXPERIENCE & EXPECTATIONS STUDY THAT SURVEYED 2,000 RESPONDENTS ACROSS THE U.S ONLINE, PROBED CUSTOMERS ON SIX KEY TOUCHPOINTS WITH THEIR ENERGY PROVIDER, LIKE STARTING A NEW SERVICE OR REMEDIATING A PROBLEM, AND UNCOVERED CUSTOMER PREFERENCES AND EXPECTATIONS ON EACH OF THESE INTERACTIONS. CUSTOMER PERCEPTIONS OF BEST-IN-CLASS SERVICE PROVIDERS FOR THESE INTERACTIONS WERE ALSO EXPLORED. SGCC RELEASED SIX NEW SMART GRID CUSTOMER ENGAGEMENT SUCCESS STORIES COVERING BALTIMORE GAS & ELECTRIC COMPANY, CPS ENERGY, PEPCO, SACRAMENTO MUNICIPAL UTILITY DISTRICT, SNOHOMISH COUNTY PUD AND WEATHERBUG HOME & CENTERPOINT ENERGY. EACH CASE STUDY SPOTLIGHTS HOW SMART METERS OR SMART GRID DEPLOYMENTS BY THESE UTILITIES HAVE ENGAGED CONSUMERS TO ENABLE THEM TO MATCH THE ENERGY THEY USE WITH THEIR NEEDS AND LIFESTYLES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT &
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIR OF OPER.
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IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION: SGCC CONTINUED TO PRODUCE EDUCATIONAL RESOURCES AND DELIVERABLES IN EFFORT TO GROW CONSUMER AWARENESS ABOUT GRID MODERNIZATION AND ITS ASSOCIATED CONSUMER BENEFITS. THROUGH A VOLUNTEER BASED EDUCATION AND OUTREACH COMMITTEE, THE ORGANIZATION CONTINUED TO ADVANCE CONSUMER UNDERSTANDING ABOUT GRID MODERNIZATION AND INCREASE THE ADOPTION OF A RELIABLE, EFFICIENT AND SECURE SMART GRID. SGCC RECOGNIZED THE SMARTCURRENTS PROGRAM AND DTE INSIGHT MOBILE APPLICATION FROM DTE ENERGY, THE SMART CUSTOMER MOBILE SOLUTIONS & MOBILE APPLICATION FROM SMART UTILITY SYSTEMS AND THE SMART GRID EDUCATION PROGRAM FROM ELEVATE ENERGY EACH WITH A CLEAR AWARD AT THE SGCC ANNUAL CONSUMER SYMPOSIUM BASED ON FIVE BEHAVIORS AND HOW THE ORGANIZATIONS MADE SMART GRID CLEAR TO CONSUMERS. THE AWARDS DEMONSTRATED EXCELLENCE IN CUSTOMER ENGAGEMENT AND OUTREACH IN THEIR CONSUMER AWARENESS CAMPAIGNS. SGCC ADDED A CONSUMER-ORIENTED, SMART CITIES FACT SHEET TITLED SMART CITIES: WE'RE ALL IN THIS TOGETHER TO AN EXISTING CONSUMER INFORMATION KIT FOR THE SMART GRID COMPRISED OF EIGHT EDUCATIONAL, CONSUMER-FACING FACT SHEETS ON TOPICS IMPORTANT TO CONSUMERS INCLUDING CONSUMER BENEFITS, DATA PRIVACY, DISTRIBUTED GENERATION & NET METERING, MYTHS VS. FACTS: THE TRUTH ABOUT SMART METERS, OUTAGE RESTORATION, POWER QUALITY, PRICING AND RADIO FREQUENCY. THE NEW FACT SHEET EXPLORED WHY CONSUMERS SHOULD CARE ABOUT SMART CITIES, WHY GRID MODERNIZATION IS A CRITICAL COMPONENT AND EXAMPLES FROM AROUND THE COUNTRY WHILE ULTIMATELY SHOWING THAT WE'RE ALL IN THIS TOGETHER. SGCC ALSO HOSTED A SERIES OF EIGHT FREE PEER CONNECT WEBINARS CONCERNING TOPICS RANGING FROM ENERGY ANALYTICS: KEEPING UP WITH CUSTOMER EXPECTATIONS, AMI PLAYBOOK: CONTINUING TO DELIVER CUSTOMER VALUE WITH AMI, A MISSING PIECE: WHAT SMART GRID MEANS FOR CURRENT ENVIRONMENTAL DISCUSSIONS, DATAGUARD: ENERGY DATA PRIVACY AND SECURITY, CONNECTED CONSUMERS: BRINGING THE IOT TO LIFE, AFTER THE SMART GRID: WHAT'S NEXT, CUSTOMER ENGAGEMENT SUCCESS STORIES AND A LOOK AT CHANGING UTILITY PRICING STRUCTURES. EACH WEBINAR PROVIDED TOPIC-ORIENTED SPEAKERS AS WELL AS A QUESTIONS AND ANSWERS DISCUSSION. SGCC CONTINUED AN EFFORT TO CREATE A CONSUMER VALUE PROPOSITION FOR THE SMART GRID TO TAKE THE LEAD ON DELIVERING A CONSISTENT NARRATIVE ON THE PROMISE OF THE SMART GRID BY CONDUCTING AN ONLINE SURVEY OF 502 U.S. ADULTS WHO REGULARLY MAKE DECISIONS ON HOUSEHOLD ELECTRICITY USAGE AND PAYMENTS. THE OBJECTIVES WERE TO LEARN MORE ABOUT HOUSEHOLD ELECTRICITY DECISION MAKERS AND TO UNDERSTAND WHAT STATEMENTS AND LANGUAGE RESONATE BEST WITH THEM. SGCC ALSO CONTINUED TO PRODUCE MATERIAL FOR ITS CONSUMER-FACING WEBSITE, WWW.WHATISSMARTGRID.ORG, INCLUDING A NEXT INNOVATION VIDEO AND RATE YOUR HOME ENERGY KNOWLEDGE ONLINE QUIZ TO EDUCATE AND EXCITE CONSUMERS ABOUT THE BENEFITS OF MODERN DAY ADVANCEMENTS BEING MADE TO THE ELECTRIC GRID THAT PUTS INTO PERSPECTIVE WHAT A MONUMENTAL TIME THIS IS IN THE HISTORY OF HUMAN INNOVATION. IN ADDITION, SGCC ADDED 11 FEATURED ARTICLES ON TIMELY TOPICS RELEVANT TO CONSUMERS INCLUDING "3 EASY EARTH DAY UPGRADES", "IS YOUR UTILITY THE NEW AMAZON FOR ENERGY?- AND "TOP 10 FRIENDLIEST CITIES FOR ELECTRIC VEHICLES."
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IRS990/ProgSrvcAccomActy3Grp/Desc0COLLABORATION: DURING 2016, SGCC MEMBERSHIP CONTINUED TO GROW BY ADDING 26 MEMBERS INCLUDING TECHNOLOGY VENDORS AND CONSULTANTS, ENERGY PROVIDERS AND AFFILIATES INDICATING THE VALUE IN THE RESEARCH AND EDUCATIONAL MATERIALS PRODUCED AS WELL AS THE COLLABORATION FACILITATED. SGCC PRESENTED AT 27 CONFERENCES AND WORKSHOPS ACROSS THE COUNTRY. TO FURTHER THE REACH OF SGCC'S RESEARCH AND EDUCATIONAL MATERIALS, SGCC RELEASED SEVEN MEDIA CENTERED PRESS RELEASES. SGCC CONTINUED TO COLLABORATE AMONG STAKEHOLDERS INCLUDING A MONTHLY E- NEWSLETTER AND ADDITIONAL SMART CONSUMER CONNECTIONS BLOG FROM SGCC'S PRESIDENT & CEO PATTY DURAND. SGCC CONTINUED A CONSISTENT SOCIAL MEDIA PRESENCE ON TWITTER, FACEBOOK, LINKEDIN AND YOUTUBE. IN 2016, SGCC ALSO CONTINUED THE WEEKLY SMART GRID: ABOVE THE FOLD, A NEWSLETTER THAT KEPT MEMBERS AND NON-MEMBERS ABREAST OF SMART GRID AND CONSUMER INDUSTRY NEWS AND TRENDS. SGCC ALSO HOSTED TWO IN-PERSON EVENTS IN 2016 INCLUDING A SIXTH ANNUAL CONSUMER SYMPOSIUM: THE CONNECTED CONSUMER AND THE FUTURE OF THE GRID OPEN TO THE PUBLIC AND THE FIFTH ANNUAL MEMBERS MEETING AND INTERACTIVE WORKSHOP WHERE MEMBERS FOCUSED ON FEATURED TOPICS RANGING FROM CHANGING UTILITY PRICING STRUCTURES AND CHANGING TODAY'S GRID FOR THE CONSUMER OF TOMORROW. IN SUPPORT OF SGCC'S RESEARCH RELEASES, SGCC PROVIDED THREE PUBLICALLY AVAILABLE RESEARCH BRIEF WEBINARS COVERING EACH STUDY INCLUDING THE CONSUMER DRIVEN TECHNOLOGIES, ENGAGING TODAY'S EMPOWERED CONSUMER AND 2016 STATE OF THE CONSUMER REPORT. POLICY: IN 2016, SGCC MADE GREAT STRIDES TO ENGAGE MORE WITH PUBLIC POLICY STAKEHOLDERS. SGCC SHARED PRIMARY CONSUMER RESEARCH WITH COMMISSIONERS AND STAFF ACROSS THE COUNTRY THROUGH WORKSHOPS, WEBINARS AND PUBLIC FORUMS INCLUDING THE ILLINOIS COMMERCE COMMISSION, NATIONAL ASSOCIATION OF REGULATORY UTILITY COMMISSIONERS, (NARUC) ELECTRICITY COMMITTEE, MINNESOTA PUBLIC UTILITIES COMMISSION, NATIONAL ASSOCIATION OF STATE ENERGY OFFICIALS (NASEO), NORTHWEST POWER AND CONSERVATION COUNCIL, NEW ENGLAND CONFERENCE OF PUBLIC UTILITY COMMISSIONERS (NECPUC) AND GEORGIA PUBLIC SERVICE COMMISSION.
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IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PAID KEMA, INC. WHO IS THE COMPANY ASSOCIATED WITH LUISA FREEMAN (SENIOR PRINCIPAL CONSULTANT AT DNV GL), 15,695.50 FOR WORK ASSOCIATED WITH OUR CONSUMER DRIVEN TECHNOLOGIES RESEARCH
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SMART GRID CONSUMER COLLABORATIVE IS A 501(C)(3) NONPROFIT ORGANIZATION WITH A MISSION TO SERVE AS A TRUSTED SOURCE OF INFORMATION FOR INDUSTRY STAKEHOLDERS SEEKING A BROAD UNDERSTANDING OF CONSUMERS' VIEWS ABOUT GRID MODERNIZATION, ELECTRICITY DELIVERY, AND ENERGY USAGE, AND FOR CONSUMERS SEEKING AN UNDERSTANDING OF THE VALUE AND EXPERIENCE OF A MODERN ELECTRICAL GRID.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WAS GIVEN TO CONSUMER INTEREST IN TIME-VARYING RATES DUE TO THE HEAVY INDUSTRY FOCUS ON RATE REFORM. SGCC RELEASED ITS CONSUMER DRIVEN TECHNOLOGIES STUDY THAT SURVEYED 1,571 RESPONDENTS FROM ACROSS THE NATION THAT ADDRESSED FOUR DISTINCT TECHNOLOGIES AND SERVICES: RESIDENTIAL SOLAR, COMMUNITY SOLAR, GREEN POWER PLANS AND ELECTRIC VEHICLES, EQUIPS INTERESTED STAKEHOLDERS WITH ACTIONABLE INSIGHT ON THE CONSUMER PRODUCERS OR "PROSUMERS" TO HELP THE TRANSITION TO THE FUTURE GRID. SGCC RELEASED ITS CUSTOMER EXPERIENCE & EXPECTATIONS STUDY THAT SURVEYED 2,000 RESPONDENTS ACROSS THE U.S ONLINE, PROBED CUSTOMERS ON SIX KEY TOUCHPOINTS WITH THEIR ENERGY PROVIDER, LIKE STARTING A NEW SERVICE OR REMEDIATING A PROBLEM, AND UNCOVERED CUSTOMER PREFERENCES AND EXPECTATIONS ON EACH OF THESE INTERACTIONS. CUSTOMER PERCEPTIONS OF BEST-IN-CLASS SERVICE PROVIDERS FOR THESE INTERACTIONS WERE ALSO EXPLORED. SGCC RELEASED SIX NEW SMART GRID CUSTOMER ENGAGEMENT SUCCESS STORIES COVERING BALTIMORE GAS & ELECTRIC COMPANY, CPS ENERGY, PEPCO, SACRAMENTO MUNICIPAL UTILITY DISTRICT, SNOHOMISH COUNTY PUD AND WEATHERBUG HOME & CENTERPOINT ENERGY. EACH CASE STUDY SPOTLIGHTS HOW SMART METERS OR SMART GRID DEPLOYMENTS BY THESE UTILITIES HAVE ENGAGED CONSUMERS TO ENABLE THEM TO MATCH THE ENERGY THEY USE WITH THEIR NEEDS AND LIFESTYLES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SYMPOSIUM BASED ON FIVE BEHAVIORS AND HOW THE ORGANIZATIONS MADE SMART GRID CLEAR TO CONSUMERS. THE AWARDS DEMONSTRATED EXCELLENCE IN CUSTOMER ENGAGEMENT AND OUTREACH IN THEIR CONSUMER AWARENESS CAMPAIGNS. SGCC ADDED A CONSUMER-ORIENTED, SMART CITIES FACT SHEET TITLED SMART CITIES: WE'RE ALL IN THIS TOGETHER TO AN EXISTING CONSUMER INFORMATION KIT FOR THE SMART GRID COMPRISED OF EIGHT EDUCATIONAL, CONSUMER-FACING FACT SHEETS ON TOPICS IMPORTANT TO CONSUMERS INCLUDING CONSUMER BENEFITS, DATA PRIVACY, DISTRIBUTED GENERATION & NET METERING, MYTHS VS. FACTS: THE TRUTH ABOUT SMART METERS, OUTAGE RESTORATION, POWER QUALITY, PRICING AND RADIO FREQUENCY. THE NEW FACT SHEET EXPLORED WHY CONSUMERS SHOULD CARE ABOUT SMART CITIES, WHY GRID MODERNIZATION IS A CRITICAL COMPONENT AND EXAMPLES FROM AROUND THE COUNTRY WHILE ULTIMATELY SHOWING THAT WE'RE ALL IN THIS TOGETHER. SGCC ALSO HOSTED A SERIES OF EIGHT FREE PEER CONNECT WEBINARS CONCERNING TOPICS RANGING FROM ENERGY ANALYTICS: KEEPING UP WITH CUSTOMER EXPECTATIONS, AMI PLAYBOOK: CONTINUING TO DELIVER CUSTOMER VALUE WITH AMI, A MISSING PIECE: WHAT SMART GRID MEANS FOR CURRENT ENVIRONMENTAL DISCUSSIONS, DATAGUARD: ENERGY DATA PRIVACY AND SECURITY, CONNECTED CONSUMERS: BRINGING THE IOT TO LIFE, AFTER THE SMART GRID: WHAT'S NEXT, CUSTOMER ENGAGEMENT SUCCESS STORIES AND A LOOK AT CHANGING UTILITY PRICING STRUCTURES. EACH WEBINAR PROVIDED TOPIC-ORIENTED SPEAKERS AS WELL AS A QUESTIONS AND ANSWERS DISCUSSION. SGCC CONTINUED AN EFFORT TO CREATE A CONSUMER VALUE PROPOSITION FOR THE SMART GRID TO TAKE THE LEAD ON DELIVERING A CONSISTENT NARRATIVE ON THE PROMISE OF THE SMART GRID BY CONDUCTING AN ONLINE SURVEY OF 502 U.S. ADULTS WHO REGULARLY MAKE DECISIONS ON HOUSEHOLD ELECTRICITY USAGE AND PAYMENTS. THE OBJECTIVES WERE TO LEARN MORE ABOUT HOUSEHOLD ELECTRICITY DECISION MAKERS AND TO UNDERSTAND WHAT STATEMENTS AND LANGUAGE RESONATE BEST WITH THEM. SGCC ALSO CONTINUED TO PRODUCE MATERIAL FOR ITS CONSUMER-FACING WEBSITE, WWW.WHATISSMARTGRID.ORG, INCLUDING A NEXT INNOVATION VIDEO AND RATE YOUR HOME ENERGY KNOWLEDGE ONLINE QUIZ TO EDUCATE AND EXCITE CONSUMERS ABOUT THE BENEFITS OF MODERN DAY ADVANCEMENTS BEING MADE TO THE ELECTRIC GRID THAT PUTS INTO PERSPECTIVE WHAT A MONUMENTAL TIME THIS IS IN THE HISTORY OF HUMAN INNOVATION. IN ADDITION, SGCC ADDED 11 FEATURED ARTICLES ON TIMELY TOPICS RELEVANT TO CONSUMERS INCLUDING "3 EASY EARTH DAY UPGRADES", "IS YOUR UTILITY THE NEW AMAZON FOR ENERGY?- AND "TOP 10 FRIENDLIEST CITIES FOR ELECTRIC VEHICLES."
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRESENCE ON TWITTER, FACEBOOK, LINKEDIN AND YOUTUBE. IN 2016, SGCC ALSO CONTINUED THE WEEKLY SMART GRID: ABOVE THE FOLD, A NEWSLETTER THAT KEPT MEMBERS AND NON-MEMBERS ABREAST OF SMART GRID AND CONSUMER INDUSTRY NEWS AND TRENDS. SGCC ALSO HOSTED TWO IN-PERSON EVENTS IN 2016 INCLUDING A SIXTH ANNUAL CONSUMER SYMPOSIUM: THE CONNECTED CONSUMER AND THE FUTURE OF THE GRID OPEN TO THE PUBLIC AND THE FIFTH ANNUAL MEMBERS MEETING AND INTERACTIVE WORKSHOP WHERE MEMBERS FOCUSED ON FEATURED TOPICS RANGING FROM CHANGING UTILITY PRICING STRUCTURES AND CHANGING TODAY'S GRID FOR THE CONSUMER OF TOMORROW. IN SUPPORT OF SGCC'S RESEARCH RELEASES, SGCC PROVIDED THREE PUBLICALLY AVAILABLE RESEARCH BRIEF WEBINARS COVERING EACH STUDY INCLUDING THE CONSUMER DRIVEN TECHNOLOGIES, ENGAGING TODAY'S EMPOWERED CONSUMER AND 2016 STATE OF THE CONSUMER REPORT. POLICY: IN 2016, SGCC MADE GREAT STRIDES TO ENGAGE MORE WITH PUBLIC POLICY STAKEHOLDERS. SGCC SHARED PRIMARY CONSUMER RESEARCH WITH COMMISSIONERS AND STAFF ACROSS THE COUNTRY THROUGH WORKSHOPS, WEBINARS AND PUBLIC FORUMS INCLUDING THE ILLINOIS COMMERCE COMMISSION, NATIONAL ASSOCIATION OF REGULATORY UTILITY COMMISSIONERS, (NARUC) ELECTRICITY COMMITTEE, MINNESOTA PUBLIC UTILITIES COMMISSION, NATIONAL ASSOCIATION OF STATE ENERGY OFFICIALS (NASEO), NORTHWEST POWER AND CONSERVATION COUNCIL, NEW ENGLAND CONFERENCE OF PUBLIC UTILITY COMMISSIONERS (NECPUC) AND GEORGIA PUBLIC SERVICE COMMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SGCC MEMBERSHIP IS OPEN TO ALL SMART GRID STAKEHOLDERS INCLUDING CONSUMER AND ENVIRONMENTAL ADVOCACY ORGANIZATIONS, TECHNOLOGY PROVIDERS, ACADEMIC AND RESEARCH LABS, AND ELECTRIC UTILITIES FOR SHARING IN RESEARCH, BEST PRACTICES, AND THE COLLABORATIVE EFFORT OF THE GROUP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRIOR TO THE ANNUAL MEETING OF THE MEMBERS, EACH FOUNDING MEMBER SHALL HAVE THE RIGHT TO DESIGNATE ONE MEMBER OF THE BOARD OF DIRECTORS, TO REMOVE THE DIRECTOR DESIGNATED BY THAT FOUNDING MEMBER, AND IN THE EVENT SUCH DIRECTOR IS REMOVED (BY THAT FOUNDING MEMBER OR BY THE BOARD), RESIGNS, OR OTHERWISE CEASES TO BE A DIRECTOR, TO DESIGNATE A SUCCESSOR DIRECTOR, AS SET FORTH IN THE BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION CONDUCTS A REVIEW SESSION FOR THE FORM 990 THAT INCLUDES THE FINANCE COMMITTEE, PRESIDENT/CEO, CFO AND INTERESTED BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH ANNUAL BOARD QUESTIONNAIRES AND REVIEWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INDEPENDENT BOARD MEMBERS REVIEW AND APPROVE COMPENSATION FOR THE PRESIDENT/CEO AND TOP MANAGEMENT TO ENSURE THAT NO MORE THAN THE FAIR MARKET VALUE IS PAID FOR SUCH SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9THE IRS DETERMINATION LETTER, ARTICLES OF INCORPORATION, BYLAWS, 990 FILING AND FINANCIAL RECORDS ARE AVAILABLE TO ANY MEMBER OF THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 2, PART III, LINE 4C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 6, PART VI, LINE 19

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