Civic Intelligence

Strategic Energy Innovations

990 • Fiscal year 2016 • EIN 68-0404081

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

899 Northgate DriveSan Rafael, CA 94903

(415) 507-2181

Siviq Scores

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

Liabilities / Assets

54th percentile

0.13x

Higher debt load relative to assets than 54% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

38th percentile

0.06x

Higher debt load relative to revenue than 38% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

65th percentile

7.8%

Higher net margin than 65% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

90th percentile

$200,416

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

88th percentile

34%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

60th percentile

6.9%

Faster revenue growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,257,980

Up $317,787 (+34%) from 2015

Net Assets

Up

$1,094,962

Up $222,594 (+26%) from 2015

Liabilities

Up

$163,018

Up $95,193 (+140%) from 2015

Revenue

Up

$2,845,343

Up $183,370 (+6.9%) from 2015

Expenses

Up

$2,622,749

Up $459,203 (+21%) from 2015

Net Income

Down

$222,594

Down $275,833 (-55%) from 2015

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $835,961Liabilities 2011: $114,758Net Assets 2011: $721,2032011Assets 2012: $490,969Liabilities 2012: $141,771Net Assets 2012: $349,1982012Assets 2013: $331,869Liabilities 2013: $49,622Net Assets 2013: $282,2472013Assets 2014: $508,484Liabilities 2014: $134,543Net Assets 2014: $373,9412014Assets 2015: $940,193Liabilities 2015: $67,825Net Assets 2015: $872,3682015Assets 2016: $1,257,980Liabilities 2016: $163,018Net Assets 2016: $1,094,9622016Assets 2017: $2,837,574Liabilities 2017: $361,343Net Assets 2017: $2,476,2312017Assets 2018: $3,411,256Liabilities 2018: $768,709Net Assets 2018: $2,642,5472018Assets 2019: $4,407,293Liabilities 2019: $1,236,617Net Assets 2019: $3,170,6762019Assets 2020: $5,126,546Liabilities 2020: $1,132,794Net Assets 2020: $3,993,7522020Assets 2021: $5,993,384Liabilities 2021: $1,431,442Net Assets 2021: $4,561,9422021Assets 2022: $6,530,563Liabilities 2022: $2,118,186Net Assets 2022: $4,412,3772022Assets 2023: $5,205,852Liabilities 2023: $1,411,482Net Assets 2023: $3,794,3702023Assets 2024: $4,442,491Liabilities 2024: $2,676,027Net Assets 2024: $1,766,4642024

Highlighted filing

2016

Assets$1,257,980
Liabilities$163,018
Net Assets$1,094,962

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,091,588Expenses 2011: $1,246,532Net Income 2011: -$154,9442011Revenue 2012: $1,137,315Expenses 2012: $1,509,320Net Income 2012: -$372,0052012Revenue 2013: $1,230,189Expenses 2013: $1,297,140Net Income 2013: -$66,9512013Revenue 2014: $2,010,606Expenses 2014: $1,918,912Net Income 2014: $91,6942014Revenue 2015: $2,661,973Expenses 2015: $2,163,546Net Income 2015: $498,4272015Revenue 2016: $2,845,343Expenses 2016: $2,622,749Net Income 2016: $222,5942016Revenue 2017: $5,031,602Expenses 2017: $3,710,821Net Income 2017: $1,320,7812017Revenue 2018: $4,283,767Expenses 2018: $4,117,451Net Income 2018: $166,3162018Revenue 2019: $4,886,567Expenses 2019: $4,358,438Net Income 2019: $528,1292019Revenue 2020: $5,854,109Expenses 2020: $5,060,580Net Income 2020: $793,5292020Revenue 2021: $6,356,060Expenses 2021: $5,846,119Net Income 2021: $509,9412021Revenue 2022: $8,633,296Expenses 2022: $8,662,384Net Income 2022: -$29,0882022Revenue 2023: $9,315,753Expenses 2023: $10,025,099Net Income 2023: -$709,3462023Revenue 2024: $9,470,163Expenses 2024: $10,784,432Net Income 2024: -$1,314,2692024

Highlighted filing

2016

Revenue$2,845,343
Expenses$2,622,749
Net Income$222,594
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$2,845,343
Mission and Program Overview

Mission

Sei promotes energy efficiency and help people in under-served markets such as schools, small businesses, local governments, affordable housing and agricultural comunities(continued on schedule o)

Strategic Energy Innovations (SEI) fosters resilient communities by designing sustainability programs around four key sectors that make up the foundation of all municipalities: education, housing, government, and the workforce. SEI DELIVERS programs (CONTINUED ON SCHEDULE O)

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$238,359$803,237▲ $564,878
Cash and Non-Interest-Bearing Accounts$266,686$189,270▼ $77,416
Accounts Receivable$87,753$163,539▲ $75,786
Savings and Temporary Cash Investments$330,778$78,389▼ $252,389
Prepaid Expenses and Deferred Charges$9,873$16,801▲ $6,928
Other Notes and Loans Receivable, Net-$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-
Total Assets$940,193$1,257,980▲ $317,787
Other Assets Total$6,744$6,744→ $0
Liabilities
Deferred Revenue-$82,610-
Accounts Payable and Accrued Expenses$49,718$47,055▼ $2,663
Other Liabilities$18,107$33,353▲ $15,246
Total Liabilities$67,825$163,018▲ $95,193
Net Assets / Fund Balance
Unrestricted Net Assets$594,635$960,066▲ $365,431
Temporarily Rstr Net Assets$277,733$134,896▼ $142,837
Total Net Assets Fund Balance$872,368$1,094,962▲ $222,594
Total Liabilities and Net Assets / Fund Balance$940,193$1,257,980▲ $317,787

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$6,018$6,018
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cyane DandridgeExecutive DirectorFT$179,638$20,778$200,416

Board Members and Trustees

NameTitle
Dana HokinPresident
Bruce RiordanBoard Member
Deborah RaphaelBoard Member
Kimberly ScheiblyBoard Member
Matthew St ClairBoard Member
Ward BouwmanTreasurer/Secr.
Revenue and Support

Revenue Composition

Contributions and Grants
$1,688,036
Program Service Revenue
$1,157,161
Investment Income
$146
Other Revenue
$0
All Other Contributions
$1,466,240
Change in Net Assets
$222,594
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,029,469
Other Expenses$593,280
Total Fundraising Expense$76,807
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,424,754$126,239$49,274$1,600,267
Current Officers, Directors, Trustees, and Key Employees$160,562$28,666$11,189$200,417
Payroll Taxes$121,233$32,056$3,374$156,663
Occupancy$47,494$31,058$3,269$81,821
Other Employee Benefits$38,034$31,608$2,480$72,122
Travel$53,049$3,293$256$56,598
Fees for Services Other$33,932$19,555$1,712$55,199
Office Expenses$26,461$20,746$1,608$48,815
Fees for Services Accounting$27,869$18,259$1,923$48,051
Insurance$17,255$11,263$1,187$29,705
All Other Expenses$4,356$5,245$224$9,825
Other Expenses$1,473$4,645$311$6,118
Total Functional Expenses$2,210,362$335,580$76,807$2,622,749
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
Cyane DandridgeBoard MemberSalary & BenefitsNo$200,416
Oakgrounds IncBoard MemberConsulting FeesNo$46,986
Mildred C Dandridgefamily mbrSalaryNo$12,714

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation$33,353
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with family members
Yes
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
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, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Ward bouwman, board member, is the husband of cyane dandrige, executive director of the organization.

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

The form 990 is provided to executive director and board members responsible for review prior to filing.

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

All board members and officers are required to disclose all known conflicts of interest and notify the board immediately if thier status changes.

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

The executive director's annual review is undertaken by a board committee comprised of three board members based on comparative compensation data for equivalent positions in the area and input from all board members. An anonymous review form is given to each staff member and submitted to the board committee. A self evaluation form is also completed by the executive director.

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

Governing documents, financial statements and copy of form 990 are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Strategic Energy Innovations
EIN
68-0404081
Phone
4155072181
Address
899 NORTHGATE DRIVE, SAN RAFAEL, CA 94903

Signing Officer

Name
Cyane Dandridge
Title
Executive Director
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
5
Employees
119
Volunteers
17

Preparer

Firm
Bregante Company Llp Cpas
Address
330 Ignacio Blvd Suite 201, Novato, CA 94949-6036
Preparer
Kenneth A Preston
Phone
4158834262
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

(CONTINUED FROM PAGE 1) customized to help communities reduce their consumption of natural resources while saving money. SEIs creative team of problem solvers encourages communities to adopt more resource efficient technologies and practices while also facilitating valuable training for young adults and others needing to find work in the green economy.

Form 990, part I, line 12

Total revenue of $2,845,343 included $905,079 of revenue and support from various county and city governments, which is excluded from total revenue for the purpose of the audit requirement under the The California Nonprofit Integrity Act (S.B. 1262). Revenue from the governamental contracts required accounting of all amounts expended.

Form 990, Part III, Line 1

(continued from page 2) ,affordable housing and rural communities embrace a sustainable future by assembling resources and assistance to meet their needs.

Form 990, PART III, LINE 4A

(continuted from page 2) works with municipalities to empower communities to work in new ways to save resources and money while adopting solar and sustainable energy technologies and practices and leveraging locally sourced talent and assets. Seis staff adds capacity by providing exceptional technical assistance, leveraging critical resources, and building community engagement. Sei staff seeks to expand bulidng owners and occupants capacity to optimize the operational efficiency and user experience of buildings, making it a showcase of sustainability. By engaging the right technical assistance and leveraging utility, state and federal government resources, sei realizes quantifiable energy and cost savings as well as environmental benefits.

Form 990, Shc L, Part IV

Executive director's compensation is reported on schedule l because executive director is a family member of another board member.

Financial Statement Notes

Part X : FIN48 Footnote

SEI recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. SEI management does not believe its financial statements include any uncertain tax positions. SEIs returns are subject to examination by federal and state taxing authorities, generally for three years and four years, respectively, after they are filed.

Raw XML AppendixShowing 400 of 578 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt049718
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt047055
IRS990/AccountsReceivableGrp/BOYAmt087753
IRS990/AccountsReceivableGrp/EOYAmt0163539
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Strategic Energy Innovations (SEI) fosters resilient communities by designing sustainability programs around four key sectors that make up the foundation of all municipalities: education, housing, government, and the workforce. SEI DELIVERS programs (CONTINUED ON SCHEDULE O)
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt01466240
IRS990/AllOtherExpensesGrp/FundraisingAmt0224
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05245
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04356
IRS990/AllOtherExpensesGrp/TotalAmt09825
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0LINDY JUNG
IRS990/BooksInCareOfDetail/PhoneNum04155072182
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0899 NORTHGATE DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN RAFAEL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094903
IRS990/BusinessRlnWithFamMemInd0true
IRS990/BusinessRlnWithOfficerEntInd0true
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0266686
IRS990/CashNonInterestBearingGrp/EOYAmt0189270
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt011189
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt028666
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0160562
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0200417
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01688036
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0146
IRS990/CYOtherExpensesAmt0593280
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01157161
IRS990/CYRevenuesLessExpensesAmt0222594
IRS990/CYSalariesCompEmpBnftPaidAmt02029469
IRS990/CYTotalExpensesAmt02622749
IRS990/CYTotalFundraisingExpenseAmt076807
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02845343
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/EOYAmt082610
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0SEI PROVIDED THE FOLLOWING SERVICES TO SCHOOLS AND SCHOOL DISTRICTS ACROSS THE NATION, BUT PRIMARILY IN CALIFORNIA: 1) TRAIN THE TRAINER (FOR TEACHERS AND OLDER YOUTH) ON TOPICS SUCH AS ENERGY AUDITING AND UTILITY REBATE PROCESSING, CLIMATE POLICY, SOLAR AND RENEWABLE ENERGY TECHNOLOGIES; 2) CURRICULUM DEVELOPMENT (INCLUDING LESSON PLANS, STANDARDS ALIGNMENT AND VISUAL AIDS TIED TO STATE EDUCATION STANDARDS), 3) DIRECT SERVICES (SUCH AS FELLOWSHIP PROGRAMS, TECHNICAL ASSISTANCE, SCHOOL, CAMPUS AND COMMUNITY INTERNSHIPS), 4) GREEN TEAMS (WORKING WITH SCHOOL STAKEHOLDERS TO TARGET WASTE, WATER, AND ENERGY REDUCTIONS); 5) PARTNERSHIPS (WORKING CLOSELY WITH SCHOOL DISTRICTS, UTILITIES AND OTHER NONPROFITS TO ENGAGE STUDENTS TO BECOME ENVIRONMENTAL LEADERS.(CONTINUED ON SCHEDULE O)
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0119
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt02210362
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt01923
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt018259
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt027869
IRS990/FeesForServicesAccountingGrp/TotalAmt048051
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt01712
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt019555
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt033932
IRS990/FeesForServicesOtherGrp/TotalAmt055199
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt020778
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0CYANE DANDRIDGE
IRS990/Form990PartVIISectionAGrp/PersonNm1KIMBERLY SCHEIBLY
IRS990/Form990PartVIISectionAGrp/PersonNm2WARD BOUWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3DEBORAH RAPHAEL
IRS990/Form990PartVIISectionAGrp/PersonNm4MATTHEW ST CLAIR
IRS990/Form990PartVIISectionAGrp/PersonNm5DANA HOKIN
IRS990/Form990PartVIISectionAGrp/PersonNm6BRUCE RIORDAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0179638
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer/Secr.
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt0221796
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02845343
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt01187
IRS990/InsuranceGrp/ManagementAndGeneralAmt011263
IRS990/InsuranceGrp/ProgramServicesAmt017255
IRS990/InsuranceGrp/TotalAmt029705
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0146
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0146
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06018
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt06018
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEI PROMOTES ENERGY RESOURCE EFFICIENCY AND HELPS PEOPLE IN UNDER-SERVED MARKETS SUCH AS SCHOOLS, COLLEGES AND UNIVERSITIES, SMALL BUSINESSES, LOCAL GOVERNMENTS,(CONTINUED ON SCHEDULE O)
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0872368
IRS990/NetAssetsOrFundBalancesEOYAmt01094962
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoncashContributionsAmt01650
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt03269
IRS990/OccupancyGrp/ManagementAndGeneralAmt031058
IRS990/OccupancyGrp/ProgramServicesAmt047494
IRS990/OccupancyGrp/TotalAmt081821
IRS990/OfficeExpensesGrp/FundraisingAmt01608
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt020746
IRS990/OfficeExpensesGrp/ProgramServicesAmt026461
IRS990/OfficeExpensesGrp/TotalAmt048815
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt06744
IRS990/OtherAssetsTotalGrp/EOYAmt06744
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02480
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt031608
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt038034
IRS990/OtherEmployeeBenefitsGrp/TotalAmt072122
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc2TELEPHONE & COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc3TRAINING & DEVELOPMENT
IRS990/OtherExpensesGrp/FundraisingAmt0311
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02947
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14645
IRS990/OtherExpensesGrp/ProgramServicesAmt0139842
IRS990/OtherExpensesGrp/ProgramServicesAmt1109550
IRS990/OtherExpensesGrp/ProgramServicesAmt24498
IRS990/OtherExpensesGrp/ProgramServicesAmt31473
IRS990/OtherExpensesGrp/TotalAmt0139842
IRS990/OtherExpensesGrp/TotalAmt1109550
IRS990/OtherExpensesGrp/TotalAmt27756
IRS990/OtherExpensesGrp/TotalAmt36118
IRS990/OtherLiabilitiesGrp/BOYAmt018107
IRS990/OtherLiabilitiesGrp/EOYAmt033353
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt049274
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0126239
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01424754
IRS990/OtherSalariesAndWagesGrp/TotalAmt01600267
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03374
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt032056
IRS990/PayrollTaxesGrp/ProgramServicesAmt0121233
IRS990/PayrollTaxesGrp/TotalAmt0156663
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0238359
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0803237
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09873
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016801
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM FEES-GOVERNMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0473878
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1683283
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0473878
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1683283
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01271896
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt047
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0648834
IRS990/PYProgramServiceRevenueAmt01390030
IRS990/PYRevenuesLessExpensesAmt0498427
IRS990/PYSalariesCompEmpBnftPaidAmt01514712
IRS990/PYTotalExpensesAmt02163546
IRS990/PYTotalRevenueAmt02661973
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0222594
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01157161
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0330778
IRS990/SavingsAndTempCashInvstGrp/EOYAmt078389
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt01809681
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0845580
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt02655261
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01688036
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01271896
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0202389
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0286189
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt064608
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03513118
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0146
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt047
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt035
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0666
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02415
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03309
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01157161
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01390030
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01816412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0949683
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01070292
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06383578
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0146
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0666
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02415
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03309
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00100
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.40970
IRS990ScheduleA/PublicSupportPY509Pct00.39430
IRS990ScheduleA/PublicSupportTotal509Amt04055757
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01953312
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01273903
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt01135341
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0627004
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0851379
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt05840939
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0143631
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0428323
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt01135341
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0627004
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0851379
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt03185678
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02845197
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02661926
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02018801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01235872
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01134900
IRS990ScheduleA/Total509Grp/TotalAmt09896696
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02845343
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02661973
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02018836
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01236538
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01137315
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09900005
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06018
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06018
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt033353
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED VACATION
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SEI recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. SEI management does not believe its financial statements include any uncertain tax positions. SEIs returns are subject to examination by federal and state taxing authorities, generally for three years and four years, respectively, after they are filed.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalLiabilityAmt033353
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.44$2.68$1.77$9.47$10.8$1.31
2023Summary only. Only limited summary data is available for this year.$5.21$1.41$3.79$9.32$10.0$0.71
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.53$2.12$4.41$8.63$8.66$0.03
2021Summary only. Only limited summary data is available for this year.$5.99$1.43$4.56$6.36$5.85$0.51
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.13$1.13$3.99$5.85$5.06$0.79
2019Summary only. Only limited summary data is available for this year.$4.41$1.24$3.17$4.89$4.36$0.53
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.77$2.64$4.28$4.12$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.36$2.48$5.03$3.71$1.32
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.16$1.09$2.85$2.62$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.07$0.87$2.66$2.16$0.50
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.13$0.37$2.01$1.92$0.09
2013Summary only. Only limited summary data is available for this year.$0.33$0.05$0.28$1.23$1.30$0.07
2012Summary only. Only limited summary data is available for this year.$0.49$0.14$0.35$1.14$1.51$0.37
2011Summary only. Only limited summary data is available for this year.$0.84$0.11$0.72$1.09$1.25$0.15
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits