Civic Intelligence

Southwest Energy Efficiency Project

EIN 84-1593046 • 501(c)3 • Boulder, CO

Profile

To promote greater energy efficiency in Colorado, Utah, Arizona, New Mexico, Nevada and Wyoming. The company works on policy and program development, analysis and advocacy, evaluation of energy savings measures and efficiency potential, and documentation and analysis of ongoing energy efficiency projects and their benefits.

2334 North Broadway ABoulder, CO 80304

www.swenergy.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.08x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.09x

Higher debt load relative to revenue than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

37th percentile

-0.7%

Higher net margin than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

30th percentile

-2.4%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

2.4%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$2,822,942

Down $68,397 (-2.4%) from 2023

Liabilities

Down

$223,183

Down $97,711 (-30%) from 2023

Net Assets

Up

$2,599,759

Up $29,314 (+1.1%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin37th percentile

Revenue

Up

$2,439,301

Up $58,314 (+2.4%) from 2023

Expenses

Up

$2,457,494

Up $80,220 (+3.4%) from 2023

Net Income

Down

-$18,193

Down $21,906 (-590%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,954,270Liabilities 2010: $75,304Net Assets 2010: $1,878,9662010Assets 2011: $2,098,292Liabilities 2011: $58,867Net Assets 2011: $2,039,4252011Assets 2012: $2,072,373Liabilities 2012: $49,173Net Assets 2012: $2,023,2002012Assets 2013: $2,009,880Liabilities 2013: $132,266Net Assets 2013: $1,877,6142013Assets 2014: $2,237,018Liabilities 2014: $233,369Net Assets 2014: $2,003,6492014Assets 2015: $2,337,094Liabilities 2015: $110,324Net Assets 2015: $2,226,7702015Assets 2016: $2,530,158Liabilities 2016: $88,945Net Assets 2016: $2,441,2132016Assets 2017: $2,856,838Liabilities 2017: $162,595Net Assets 2017: $2,694,2432017Assets 2018: $2,949,091Liabilities 2018: $165,109Net Assets 2018: $2,783,9822018Assets 2019: $3,247,914Liabilities 2019: $175,855Net Assets 2019: $3,072,0592019Assets 2020: $2,692,744Liabilities 2020: $67,782Net Assets 2020: $2,624,9622020Assets 2021: $2,606,117Liabilities 2021: $112,513Net Assets 2021: $2,493,6042021Assets 2022: $2,943,173Liabilities 2022: $408,230Net Assets 2022: $2,534,9432022Assets 2023: $2,891,339Liabilities 2023: $320,894Net Assets 2023: $2,570,4452023Assets 2024: $2,822,942Liabilities 2024: $223,183Net Assets 2024: $2,599,7592024

Highlighted filing

2024

Assets$2,822,942
Liabilities$223,183
Net Assets$2,599,759
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,263,6082010Expenses 2011: $1,471,1792011Revenue 2012: $1,564,724Expenses 2012: $1,580,949Net Income 2012: -$16,2252012Revenue 2013: $1,532,361Expenses 2013: $1,677,947Net Income 2013: -$145,5862013Revenue 2014: $2,177,785Expenses 2014: $2,051,750Net Income 2014: $126,0352014Revenue 2015: $2,334,365Expenses 2015: $2,111,244Net Income 2015: $223,1212015Revenue 2016: $2,150,263Expenses 2016: $1,946,820Net Income 2016: $203,4432016Revenue 2017: $2,231,389Expenses 2017: $1,978,359Net Income 2017: $253,0302017Revenue 2018: $2,199,600Expenses 2018: $2,106,873Net Income 2018: $92,7272018Revenue 2019: $2,247,530Expenses 2019: $1,964,958Net Income 2019: $282,5722019Revenue 2020: $1,402,063Expenses 2020: $1,859,758Net Income 2020: -$457,6952020Revenue 2021: $1,800,030Expenses 2021: $1,934,424Net Income 2021: -$134,3942021Revenue 2022: $2,393,201Expenses 2022: $2,351,070Net Income 2022: $42,1312022Revenue 2023: $2,380,987Expenses 2023: $2,377,274Net Income 2023: $3,7132023Revenue 2024: $2,439,301Expenses 2024: $2,457,494Net Income 2024: -$18,1932024

Highlighted filing

2024

Revenue$2,439,301
Expenses$2,457,494
Net Income-$18,193
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,822,942
Liabilities
$223,183
Net assets
$2,599,759
Revenue
$2,439,301
Expenses
$2,457,494
Net income
-$18,193
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$0.22$2.60$2.44$2.46$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.32$2.57$2.38$2.38$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.41$2.53$2.39$2.35$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.11$2.49$1.80$1.93$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.07$2.62$1.40$1.86$0.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.18$3.07$2.25$1.96$0.28
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.17$2.78$2.20$2.11$0.09
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.16$2.69$2.23$1.98$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.09$2.44$2.15$1.95$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.34$0.11$2.23$2.33$2.11$0.22
2014Detailed filing. Detailed filing data is available for this year.$2.24$0.23$2.00$2.18$2.05$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.01$0.13$1.88$1.53$1.68$0.15
2012Summary only. Only limited summary data is available for this year.$2.07$0.05$2.02$1.56$1.58$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.06$2.04$1.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.08$1.88$1.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 7, 2025
Return Version
2024v5.2
Gross Receipts
$2,439,301
Mission and Program Overview

Mission

To promote greater energy efficiency in colorado, utah, arizona, new mexico, nevada, and wyoming by working on policy/program development, analysis and advocacy, evaluation of energy savings measures and efficiency potential, (continued on schedule o)and documentation/analysis of ongoing projects

Promote energy efficiency, electrification, and clean transportation in the southwest region.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,333,369$1,354,434▲ $21,065
Investments Other Securities$976,701$1,024,148▲ $47,447
Accounts Receivable$125,403$126,400▲ $997
Pledges and Grants Receivable$74,545$108,001▲ $33,456
Cash and Non-Interest-Bearing Accounts$207,873$70,773▼ $137,100
Land, Buildings, and Equipment, Net$22,724$12,870▼ $9,854
Prepaid Expenses and Deferred Charges$7,316$7,064▼ $252
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,891,339$2,822,942▼ $68,397
Other Assets Total$143,408$119,252▼ $24,156
Liabilities
Other Liabilities$144,696$121,984▼ $22,712
Accounts Payable and Accrued Expenses$176,198$101,199▼ $74,999
Total Liabilities$320,894$223,183▼ $97,711
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,783,121$1,874,294▲ $91,173
Net Assets With Donor Restrictions$787,324$725,465▼ $61,859
Total Net Assets Fund Balance$2,570,445$2,599,759▲ $29,314
Total Liabilities and Net Assets / Fund Balance$2,891,339$2,822,942▼ $68,397

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$12,870$23,042$35,912
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Elise JonesExecutive DirectorFT$155,493$155,493

Board Members and Trustees

NameTitle
Sue ReillyChairman
Patricia RodriguezVice-Chair
Brody WilsonBoard Member
Daniel SperlingBoard Member
Devra WangBoard Member
Ellen ZuckermanBoard Member
Howard GellerBoard Member
Mary CaulkinsBoard Member
Mary L HouseBoard Member
Mayane Chavez BarudinBoard Member
Michael OrtonBoard Member
Tony SchaffhauserBoard Member
Roderick JacksonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,623,236
Program Service Revenue
$795,286
Investment Income
$16,114
Other Revenue
$4,665
All Other Contributions
$1,451,100
Change in Net Assets
$-18,193

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,439,301
Revenue Not Reported on Form 990
$400,586
Total Revenue per Audited Statements
$2,839,887
Total Revenue per Form 990
$2,439,301
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,785,810
Other Expenses$668,884
Total Fundraising Expense$68,663
Grants and Similar Amounts Paid$2,800
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,127,724$253,055$50,525$1,431,304
Other Employee Benefits$132,994$29,843$5,958$168,795
Payroll Taxes$93,922$21,076$4,208$119,206
Pension Plan Contributions$52,399$11,758$2,348$66,505
Conferences and Meetings$56,636--$56,636
Occupancy$39,928$8,960$1,789$50,677
Fees for Services Lobbying$43,500--$43,500
Travel$34,259$7,687$1,535$43,481
Fees for Services Accounting$6,260$18,780-$25,040
Advertising$10,173-$1,130$11,303
Office Expenses$8,238$1,849$369$10,456
Depreciation Depletion$7,920$1,697$236$9,853
Insurance$5,526$2,323$160$8,009
Grants to Domestic Orgs$2,800--$2,800
Information Technology$1,035$129$129$1,293
Other Expenses$536$1,384$276$536
Total Functional Expenses$2,028,519$360,312$68,663$2,457,494

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,810,573
Expenses per Audited Statements$2,457,494
Total Expenses per Form 990$2,457,494
Expenses Not Reported on Form 990$353,079
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Howard GellerBoard MemberConsulting ServicesNo$12,794

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
Operating Lease$121,984
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
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, Section B, Line 11B

“The executive director, chair, and treasurer review and approve the informational return before it is filed with the internal revenue service.”

Form 990, Part VI, Section B, Line 15A

“The board of directors looks at the compensation surveys across energy efficiency advocacy organizations when reviewing and setting the executive director's compensation but does not document its rationale.”

Form 990, Part VI, Section C, Line 19

“The organization provides its governing documents and financial statements to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Southwest Energy Efficiency Project
EIN
84-1593046
Phone
3034470078
Address
2334 NORTH BROADWAY A, BOULDER, CO 80304

Signing Officer

Name
Elise Jones
Title
Board Member
Signed
2025-08-07
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
Co
Voting Board Members
14
Independent Board Members
12
Employees
17

Preparer

Firm
Haynie & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119
Preparer
Andrea Fournier CPA
Phone
8019724800
Raw XML AppendixShowing 400 of 569 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.

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IRS990/Desc0THE SOUTHWEST ENERGY EFFICIENCY PROJECT (SWEEP) IS A PUBLIC-INTEREST ORGANIZATION PROMOTING ENERGY EFFICIENCY, ELECTRIFICATION, AND CLEAN TRANSPORTATION IN ARIZONA, COLORADO, NEVADA, NEW MEXICO, UTAH, AND WYOMING TO REDUCE UTILITY BILLS, IMPROVE AIR QUALITY, REDUCE CLIMATE EMISSIONS, PROMOTE EQUITY, AND CREATE CLEAN ENERGY JOBS. TRADITIONALLY, THIS WAS A HIGH-GROWTH REGION WHERE ENERGY EFFICIENCY EFFORTS WERE LAGGING COMPARED TO SOME OTHER REGIONS AND EMPHASIS WAS PLACED ON ENERGY PRODUCTION. DUE IN LARGE PART TO THE EFFORTS OF SWEEP, THE REGION HAS MADE GREAT STRIDES IN ADVANCING ENERGY EFFICIENCY OVER THE PAST 23 YEARS. SWEEP FOCUSED INITIALLY ON UTILITY ENERGY EFFICIENCY POLICY AND PROGRAMS.PROGRAMS ON BUILDINGS, INDUSTRIAL, AND TRANSPORTATION EFFICIENCY AND ELECTRIFICATION WERE SUBSEQUENTLY ADDED. SWEEP COLLABORATES WITH BUSINESSES, UTILITIES, STATE AND LOCAL GOVERNMENTS, ENVIRONMENTAL AND CONSUMER GROUPS, ADVOCATES FOR LOWER INCOME FAMILIES AND DISPROPORTIONATELY-IMPACTED COMMUNITIES, AND OTHER ENERGY EXPERTS. UTILITY PROGRAM: SWEEP PROMOTES THE EXPANSION AND IMPROVEMENT OF UTILITY ENERGY EFFICIENCY PROGRAMS IN THE SOUTHWEST, INCLUDING FOR UNDERSERVED HOUSEHOLDS AND COMMUNITIES. WE WORK ON LEGISLATION TO ESTABLISH ENERGY SAVINGS AND DECARBONIZATION GOALS OR REQUIREMENTS, AND POLICIES TO ALLOW UTILITIES TO BENEFIT FINANCIALLY WHEN THEY HELP THEIR CUSTOMERS SAVE ENERGY. WE ADVOCATE FOR JUST AND EQUITABLE TRANSITION POLICIES AND FUNDING TO SUPPORT COMMUNITIES IMPACTED BY CLOSURE OF FOSSIL-FUEL ENERGY FACILITIES. WE ADVISE UTILITIES AS THEY DESIGN ENERGY EFFICIENCY AND BUILDING AND TRANSPORTATION ELECTRIFICATION PROGRAMS AND DESIGN RATES TO INCLUDE DEMAND RESPONSE AND BETTER INTEGRATE INCREASING AMOUNTS OF RENEWABLE ENERGY ONTO THE GRID. WE FREQUENTLY APPEAR BEFORE STATE PUBLIC UTILITY COMMISSIONS. BUILDINGS PROGRAM: SWEEP SUPPORTS THE ADOPTION OF STRONGER BUILDING ENERGY CODES AT THE STATE AND LOCAL LEVEL, INCLUDING PROVISIONS TO REQUIRE PRE-WIRING FOR SOLAR AND ELECTRIC VEHICLES AND APPLIANCES OR ALL-ELECTRIC OR NET ZERO CONSTRUCTION, AS WELL AS STRONGER CODE IMPLEMENTATION AND ENFORCEMENT EFFORTS. IN ADDITION, SWEEP PROMOTES CONSTRUCTION OF NEW HOMES AND COMMERCIAL BUILDINGS THAT ARE MORE ENERGY-EFFICIENT THAN MINIMUM CODE REQUIREMENTS, INCLUDING ZERO ENERGY AND ALL-ELECTRIC BUILDINGS, AS WELL AS STRATEGIES FOR EXPANDING RETROFIT OF EXISTING HOMES AND COMMERCIAL BUILDINGS TO BE MORE EFFICIENT AND USE ELECTRIC SPACE AND WATER HEATING AND APPLIANCES, ESPECIALLY IN LOW INCOME AND UNDERSERVED COMMUNITIES. TRANSPORTATION PROGRAM: SWEEP ADVANCES EQUITABLE AND EFFECTIVE STATE AND REGIONAL POLICIES THAT WILL INCREASE THE FUEL EFFICIENCY OF NEW VEHICLES, PROMOTE THE ADOPTION OF PLUG-IN ELECTRIC VEHICLES (EVS), AND REDUCE MOTOR VEHICLE USE (VEHICLE-MILES TRAVELED, OR VMT). THESE POLICIES INCLUDE INCREASED FUNDING FOR EV CHARGING INFRASTRUCTURE, STATE TAX CREDITS AND UTILITY INCENTIVES FOR EV PURCHASES, INCREASED FUNDING FOR PUBLIC TRANSIT SYSTEMS INCLUDING BUS RAPID TRANSIT, AND POLICIES TO PROMOTE LOCATION-EFFICIENT AND TRANSIT-SUPPORTIVE LAND USE. INDUSTRIAL PROGRAM: SWEEP SUPPORTS POLICIES AND PROGRAMS TO IMPROVE INDUSTRIAL AND AGRICULTURAL ENERGY EFFICIENCY IN THE REGION. SWEEP ALSO LEADS AN ENERGY EFFICIENCY NETWORKING PROGRAM FOR INDUSTRIES IN COLORADO. STATE AND LOCAL ASSISTANCE: SWEEP PROVIDES ADVICE AND TECHNICAL ASSISTANCE TO HELP STATE AND LOCAL GOVERNMENTS IN THE REGION IMPROVE THEIR ENERGY EFFICIENCY, ELECTRIFICATION, AND CLEAN TRANSPORTATION STRATEGIES, POLICIES, AND PROGRAMS. WE ARE FREQUENTLY CALLED UPON TO CONTRIBUTE TO STATE AND LOCAL ENERGY OR CLIMATE PLANS. INFORMATION EXCHANGE AND COMMUNICATIONS: SWEEP PROVIDES FACT SHEETS, NEWS ITEMS, PROGRAM SUMMARIES, CASE STUDIES AND RESEARCH REPORTS THROUGH ITS WEBSITE, BLOGS, OP-EDS, AND SOCIAL MEDIA. SWEEP ALSO ORGANIZES REGIONAL WORKSHOPS TO FOSTER EXCHANGE OF INFORMATION ON STATE-OF-THE-ART TECHNOLOGIES, POLICIES, AND PROGRAMS. SWEEP WORKS TO INCREASE MEDIA COVERAGE OF
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