Civic Intelligence

Energy Auditor and Retrofitter Inc DBA Home Energy Magazine

990 • Fiscal year 2014 • EIN 94-2953539

Nov 01, 2013 to Oct 31, 2014 • Filed on Sep 14, 2015

Organization ProfileWWW.HOMEENERGY.ORG
1250 Addison Street 211B94702

(510) 524-5405

Siviq Scores

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

Liabilities / Assets

97th percentile

2.21x

Higher debt load relative to assets than 97% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

94th percentile

0.73x

Higher debt load relative to revenue than 94% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

12th percentile

-30%

Higher net margin than 12% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

14th percentile

-34%

Faster revenue growth than 14% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$89,408

Down $23,263 (-21%) from 2013

Net Assets

Down

-$108,441

Down $80,919 (-294%) from 2013

Liabilities

Up

$197,849

Up $57,656 (+41%) from 2013

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin12th percentile

Revenue

Down

$270,361

Down $141,166 (-34%) from 2013

Expenses

Down

$351,280

Down $45,809 (-12%) from 2013

Net Income

Down

-$80,919

Down $95,357 (-660%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$200K$100K$0-$100K-$200KAssets 2011: $182,919Liabilities 2011: $130,808Net Assets 2011: $52,1112011Assets 2012: $111,180Liabilities 2012: $153,627Net Assets 2012: -$42,4472012Assets 2013: $112,671Liabilities 2013: $140,193Net Assets 2013: -$27,5222013Assets 2014: $89,408Liabilities 2014: $197,849Net Assets 2014: -$108,4412014Assets 2015: $37,351Liabilities 2015: $149,682Net Assets 2015: -$112,3312015Assets 2016: $4,773Liabilities 2016: $80,076Net Assets 2016: -$75,3032016Assets 2017: $49,238Liabilities 2017: $103,456Net Assets 2017: -$54,2182017Assets 2018: $27,180Liabilities 2018: $18,221Net Assets 2018: $8,9592018

Highlighted filing

2014

Assets$89,408
Liabilities$197,849
Net Assets-$108,441
Open 2014 Filing

Operations Trend

Revenue Growth14th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $488,619Expenses 2011: $438,034Net Income 2011: $50,5852011Expenses 2012: $467,3222012Revenue 2013: $411,527Expenses 2013: $397,089Net Income 2013: $14,4382013Revenue 2014: $270,361Expenses 2014: $351,280Net Income 2014: -$80,9192014Revenue 2015: $318,280Expenses 2015: $321,543Net Income 2015: -$3,2632015Revenue 2016: $323,437Expenses 2016: $273,877Net Income 2016: $49,5602016Revenue 2017: $250,818Expenses 2017: $229,733Net Income 2017: $21,0852017Revenue 2018: $267,431Expenses 2018: $204,254Net Income 2018: $63,1772018

Highlighted filing

2014

Revenue$270,361
Expenses$351,280
Net Income-$80,919
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Sep 14, 2015
Return Version
2013v4.0
Gross Receipts
$386,955
Mission and Program Overview

Mission

Energy conservation and education

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$63,711$69,790▲ $6,079
Inventories for Sale or Use$34,460$24,883▼ $9,577
Land, Buildings, and Equipment, Net$6,259$3,943▼ $2,316
Prepaid Expenses and Deferred Charges$723$1,007▲ $284
Savings and Temporary Cash Investments$201$202▲ $1
Cash and Non-Interest-Bearing Accounts$5,317$-12,417▼ $17,734
Total Assets$112,671$89,408▼ $23,263
Other Assets Total$2,000$2,000→ $0
Liabilities
Deferred Revenue$130,348$120,761▼ $9,587
Accounts Payable and Accrued Expenses$7,618$49,861▲ $42,243
Unsecured Notes Loans Payable-$25,000-
Other Liabilities$2,227$2,227→ $0
Total Liabilities$140,193$197,849▲ $57,656
Net Assets / Fund Balance
Unrestricted Net Assets$-27,522$-108,441▼ $80,919
Total Net Assets Fund Balance$-27,522$-108,441▼ $80,919
Total Liabilities and Net Assets / Fund Balance$112,671$89,408▼ $23,263

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,793$17,580$21,373
Leasehold Improvements$150$1,758$1,908
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Alan MeierPresident
David CannyDirector
Francis BabineauDirector
Iain WalkerDirector
Joseph KuonenDirector
Maureen MahleDirector
Robert KnightDirector
William Parlapiano IiiDirector
William SpohnSecretary
James QuaziTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,167
Program Service Revenue
$209,443
Investment Income
$1
Other Revenue
$52,750
All Other Contributions
$8,167
Change in Net Assets
$-80,919
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$265,100
Other Expenses$86,180
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$145,666$25,706-$171,372
Current Officers, Directors, Trustees, and Key Employees$35,785$6,315-$42,100
Other Employee Benefits$29,372$5,183-$34,555
Occupancy$16,003$2,824-$18,827
Payroll Taxes$14,512$2,561-$17,073
Advertising$10,778--$10,778
Fees for Services Accounting$7,774$1,372-$9,146
All Other Expenses$7,116$1,257-$8,373
Travel$6,030$1,064-$7,094
Other Expenses$3,458$610-$4,068
Office Expenses$3,058$540-$3,598
Depreciation Depletion$1,969$347-$2,316
Conferences and Meetings$1,751$309-$2,060
Insurance$1,125$199-$1,324
Total Functional Expenses$300,204$51,076$0$351,280
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation Payable$2,227
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes
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, Section B, Line 11

“The organization's publisher/executive director and board treasurer review the form 990 before it is filed.”

Form 990, Part VI, Section B, Line 12

“The board of directors is in the process of adopting policies.”

Form 990, Part VI, Section B, Line 15

“The board of directors hires the executive director, determining compensation based on comparison to salaries for comparable directors in the bay area, education and experience, and the fiscal restraints of the agency. The governance committee of the board of directors reviews the ongoing performance of the executive director and recommends changes to compensation to the full board for approval.”

Form 990, Part VI, Section C, Line 18

“Hr organization makes its form 1023 and form 990 available upon request. The form 990 is also available on the california registry of charitable trust's website and the guidestar website.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public on request.”

Filing and Contact Details

Filer

EIN
94-2953539
Phone
5105245405

Signing Officer

Name
Tom White
Title
Executive Director
Phone
5105245405
Signed
2015-09-14

Organization Details

Principal Officer
Tom White
Formed
1984
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
7
Volunteers
0

Preparer

Phone
9259743310
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IRS990/QuidProQuoContributionsInd00
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IRS990/ReconcilationRevenueExpnssAmt0-80919
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0262193
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0201
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0202
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08167
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt042341
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt051357
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt068
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0110
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0301
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0393
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0873
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0378787
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0465511
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0526276
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0672331
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0511352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02554257
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0110
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0301
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0393
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0873
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00090
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99910
IRS990ScheduleA/PublicSupportTotal509Amt02605614
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0386954
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0507852
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0526625
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0672831
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0511352
IRS990ScheduleA/Total509Grp/TotalAmt02605614
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0386955
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0507920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0526735
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0673132
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0511745
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02606487
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/ScheduleBRequiredInd01
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0150
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01758
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01908
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03793
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt017580
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt021373
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02227
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED VACATION PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03943
IRS990ScheduleD/TotalLiabilityAmt02227
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S PUBLISHER/EXECUTIVE DIRECTOR AND BOARD TREASURER REVIEW THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS IN THE PROCESS OF ADOPTING POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS HIRES THE EXECUTIVE DIRECTOR, DETERMINING COMPENSATION BASED ON COMPARISON TO SALARIES FOR COMPARABLE DIRECTORS IN THE BAY AREA, EDUCATION AND EXPERIENCE, AND THE FISCAL RESTRAINTS OF THE AGENCY. THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE ONGOING PERFORMANCE OF THE EXECUTIVE DIRECTOR AND RECOMMENDS CHANGES TO COMPENSATION TO THE FULL BOARD FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HR ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON THE CALIFORNIA REGISTRY OF CHARITABLE TRUST'S WEBSITE AND THE GUIDESTAR WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0112671
IRS990/TotalAssetsEOYAmt089408
IRS990/TotalAssetsGrp/BOYAmt0112671
IRS990/TotalAssetsGrp/EOYAmt089408
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt08167
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt051076
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0300204
IRS990/TotalFunctionalExpensesGrp/TotalAmt0351280
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0140193
IRS990/TotalLiabilitiesEOYAmt0197849
IRS990/TotalLiabilitiesGrp/BOYAmt0140193
IRS990/TotalLiabilitiesGrp/EOYAmt0197849
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-27522

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$89,408
Liabilities
$197,849
Net assets
-$108,441
Revenue
$270,361
Expenses
$351,280
Net income
-$80,919
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.27$0.18$0.09$2.67$2.04$0.63
2017Detailed filing. Detailed filing data is available for this year.$0.49$1.03$0.54$2.51$2.30$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.05$0.80$0.75$3.23$2.74$0.50
2015Detailed filing. Detailed filing data is available for this year.$0.37$1.50$1.12$3.18$3.22$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.89$1.98$1.08$2.70$3.51$0.81
2013Summary only. Only limited summary data is available for this year.$1.13$1.40$0.28$4.12$3.97$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$1.54$0.42$4.67
2011Summary only. Only limited summary data is available for this year.$1.83$1.31$0.52$4.89$4.38$0.51