Civic Intelligence

Southwest Energy Efficiency Project LLC

990 • Fiscal year 2014 • EIN 84-1593046

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 11, 2015

Organization Profilewww.swenergy.org
2334 North BroadwayBoulder, CO 80304

(303) 447-0078

Siviq Scores

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

Liabilities / Assets

49th percentile

0.10x

Higher debt load relative to assets than 49% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

49th percentile

0.11x

Higher debt load relative to revenue than 49% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

59th percentile

5.8%

Higher net margin than 59% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

89th percentile

$191,221

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

86th percentile

42%

Faster revenue growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$2,237,018

Up $227,138 (+11%) from 2013

Net Assets

Up

$2,003,649

Up $126,035 (+6.7%) from 2013

Liabilities

Up

$233,369

Up $101,103 (+76%) from 2013

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin59th percentile

Revenue

Up

$2,177,785

Up $645,424 (+42%) from 2013

Expenses

Up

$2,051,750

Up $373,803 (+22%) from 2013

Net Income

Up

$126,035

Up $271,621 (+187%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$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

2014

Assets$2,237,018
Liabilities$233,369
Net Assets$2,003,649
Open 2014 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$2,177,785
Expenses$2,051,750
Net Income$126,035
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 11, 2015
Return Version
2014v5.0
Gross Receipts
$2,178,184
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

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, and documentation/analysis of ongoing projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,327,992$1,947,658▲ $619,666
Pledges and Grants Receivable$550,000$0▼ $550,000
Accounts Receivable$81,506$267,023▲ $185,517
Cash and Non-Interest-Bearing Accounts$18,006$0▼ $18,006
Prepaid Expenses and Deferred Charges$14,184$0▼ $14,184
Land, Buildings, and Equipment, Net$8,637$12,782▲ $4,145
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,009,880$2,237,018▲ $227,138
Other Assets Total$9,555$9,555→ $0
Liabilities
Accounts Payable and Accrued Expenses$132,266$233,369▲ $101,103
Total Liabilities$132,266$233,369▲ $101,103
Net Assets / Fund Balance
Unrestricted Net Assets$1,232,057$1,242,144▲ $10,087
Temporarily Rstr Net Assets$645,557$761,505▲ $115,948
Total Net Assets Fund Balance$1,877,614$2,003,649▲ $126,035
Total Liabilities and Net Assets / Fund Balance$2,009,880$2,237,018▲ $227,138

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,782$19,664$32,446
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Howard GellerExecutive DirectorFT$172,195$19,026$191,221

Board Members and Trustees

NameTitle
Tony SchaffhauserChairman
Brent RiceVice-chair
Don SturtevantDirector
Jim WontorDirector
Kathryn HymasDirector
Kris MayesDirector
Larry HolmesDirector
Michael OrtonDirector
R0n BinzDirector
Reid EwingDirector
Bruce RayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,145,972
Program Service Revenue
$29,500
Investment Income
$2,313
Other Revenue
$0
All Other Contributions
$1,135,000
Change in Net Assets
$126,035

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,177,785
Revenue Not Reported on Form 990
$399
Total Revenue per Audited Statements
$2,178,184
Total Revenue per Form 990
$2,177,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,239,165
Other Expenses$811,425
Total Fundraising Expense$53,020
Grants and Similar Amounts Paid$1,160
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$647,588$170,276$33,516$851,380
Fees for Services Other$464,796$116,199-$580,995
Current Officers, Directors, Trustees, and Key Employees$122,258$43,048$6,888$172,194
Other Employee Benefits$86,402$23,942$4,535$114,879
Payroll Taxes$59,165$16,395$3,105$78,665
Occupancy$55,800$15,462$2,929$74,191
Travel$58,552$14,638-$73,190
Office Expenses$18,157$5,031$953$24,141
Pension Plan Contributions$16,582$4,595$870$22,047
Information Technology$14,855$3,736$42$18,633
Fees for Services Accounting$13,279$3,320-$16,599
Conferences and Meetings$6,267$1,567-$7,834
Depreciation Depletion$3,469$961$182$4,612
Fees for Services Lobbying$4,560--$4,560
Insurance$3,336$834-$4,170
Fees for Services Legal$2,000$500-$2,500
Grants to Domestic Orgs$1,160--$1,160
Total Functional Expenses$1,578,226$420,504$53,020$2,051,750

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,052,149
Expenses per Audited Statements$2,051,750
Total Expenses per Form 990$2,051,750
Expenses Not Reported on Form 990$399
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

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
No
Audit committee
No
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The Executive Director and Treasurer review and correct Form 990 before it is filed with the Internal Revenue Service.”

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

“The Board of Directors looks at 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, Line 19: Other Organization Documents Publicly Available

“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, Boulder, CO 80304

Signing Officer

Name
Howard Geller
Title
Executive Director
Signed
2015-09-11
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
Co
Voting Board Members
12
Independent Board Members
10
Employees
14

Preparer

Firm
Johnson Kightlinger & Company
Address
4999 Pearl East Circle STE 103, Boulder, CO 80301-2654
Preparer
Mark Kightlinger CPA
Phone
3034493830
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“SWEEP has no unrelated business income, and has taken no tax positions it believes are unlikely to be upheld, or that might jeopardize its tax-exempt status, if examined by taxing authorities with full knowledge of all relevant information. Accordingly, no provision for income taxes is included in the accompanying financial statements.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Loss on disposition of assets $399”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Loss on disposition of assets $399”

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IRS990/MissionDesc0To 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.
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IRS990/PayrollTaxesGrp/FundraisingAmt03105
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IRS990/PayrollTaxesGrp/ProgramServicesAmt059165
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IRS990/PensionPlanContributionsGrp/FundraisingAmt0870
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IRS990/PYContributionsGrantsAmt01506746
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,237,018
Liabilities
$233,369
Net assets
$2,003,649
Revenue
$2,177,785
Expenses
$2,051,750
Net income
$126,035
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $1M-$5M nonprofits