SOUTHWEST ENERGY EFFICIENCY PROJECT LLC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SOUTHWEST ENERGY EFFICIENCY PROJECT LLC (EIN 84-1593046)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-04
IRS object ID
202143089349303534
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-04T15:47:03-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN840930288PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BROCK AND COMPANY CPAS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1900 S MAIN STREET SUITE 200AddressLine1Txt
CityLONGMONTCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80501ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN841593046EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUTHWEST ENERGY EFFICIENCY PROJECTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOUTBusinessNameControlTxt
Phone3034470078PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12334 NORTH BROADWAY NO AAddressLine1Txt
CityBOULDERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80304ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE RAYPersonNm
Person TitleCHAIRPersonTitleTxt
Phone3034470078PhoneNum
Signature2021-07-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRUCEPersonFirstNm
Person LastRAYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN RICKMANPreparerPersonNm
PTINP01240896PTIN
Phone3037762160PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBRUCE RAYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12334 NORTH BROADWAY NO AAddressLine1Txt
CityBOULDERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80304ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,402,447GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SWENERGY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateCOLegalDomicileStateCd
Activity Or MissionTO PROMOTE GREATER ENERGY EFFICIENCY AND CLEAN TRANSPORTATION IN COLORADO, (CONT. ON SCH O)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.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee13TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,708,469PYContributionsGrantsAmt
CY Contributions Grants$1,313,952CYContributionsGrantsAmt
PY Program Service Revenue$514,588PYProgramServiceRevenueAmt
CY Program Service Revenue$80,513CYProgramServiceRevenueAmt
PY Investment Income$24,473PYInvestmentIncomeAmt
CY Investment Income$6,203CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$1,395CYOtherRevenueAmt
PY Total Revenue$2,247,530PYTotalRevenueAmt
CY Total Revenue$1,402,063CYTotalRevenueAmt
PY Grants And Similar Paid$3,425PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,800CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,341,894PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,351,523CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$8,500PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$104,284CYTotalFundraisingExpenseAmt
PY Other Expenses$611,139PYOtherExpensesAmt
CY Other Expenses$505,435CYOtherExpensesAmt
PY Total Expenses$1,964,958PYTotalExpensesAmt
CY Total Expenses$1,859,758CYTotalExpensesAmt
PY Revenues Less Expenses$282,572PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$457,695CYRevenuesLessExpensesAmt
Total Assets BOY$3,247,914TotalAssetsBOYAmt
Total Assets EOY$2,692,744TotalAssetsEOYAmt
Total Liabilities BOY$175,855TotalLiabilitiesBOYAmt
Total Liabilities EOY$67,782TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,072,059NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,624,962NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO 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 PROJECTSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,387,185ExpenseAmt
Grant$2,800GrantAmt
Revenue$81,908RevenueAmt
DescTHE SOUTHWEST ENERGY EFFICIENCY PROJECT (SWEEP) IS A PUBLIC-INTEREST ORGANIZATION PROMOTING GREATER ENERGY EFFICIENCY IN ARIZONA, COLORADO, NEVADA, NEW MEXICO, UTAH, AND WYOMING. 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 19 YEARS. SWEEP FOCUSED INITIALLY ON UTILITY ENERGY EFFICIENCY POLICY AND PROGRAMS. PROGRAMS ON BUILDINGS, INDUSTRIAL, AND TRANSPORTATION EFFICIENCY WERE SUBSEQUENTLY ADDED. (CONTINUED ON SCHEDULE O)SWEEP COLLABORATES WITH BUSINESSES, UTILITIES, STATE AND LOCAL GOVERNMENTS, ENVIRONMENTAL AND CONSUMER GROUPS, REPRESENTATIVES FOR LOWER INCOME FAMILIES AND COMMUNITIES, AND OTHER ENERGY EXPERTS. UTILITY PROGRAM: SWEEP PROMOTES THE EXPANSION AND IMPROVEMENT OF ELECTRIC AND NATURAL GAS UTILITY ENERGY EFFICIENCY PROGRAMS IN THE SOUTHWEST. WE WORK ON LEGISLATION TO ESTABLISH ENERGY SAVINGS GOALS OR REQUIREMENTS, AND POLICIES SO THAT UTILITIES CAN BENEFIT FINANCIALLY WHEN THEY HELP THEIR CUSTOMERS SAVE ENERGY. WE ADVISE UTILITIES AS THEY DESIGN ENERGY EFFICIENCY PROGRAMS, WE WORK ON RATE DESIGN, AND 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 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, AS WELL AS STRATEGIES FOR EXPANDING RETROFIT OF EXISTING HOMES AND COMMERCIAL BUILDINGS. SWEEP ALSO PROMOTES CONSTRUCTION OF ZERO ENERGY BUILDINGS. TRANSPORTATION PROGRAM: SWEEP ADVANCES 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, AND INCREASED FUNDING FOR PUBLIC TRANSIT SYSTEMS INCLUDING BUS RAPID TRANSIT. INDUSTRIAL PROGRAM: SWEEP SUPPORTS POLICIES AND PROGRAMS TO IMPROVE INDUSTRIAL AND AGRICULTURAL ENERGY EFFICIENCY AS WELL AS EXPAND USE OF COMBINED HEAT AND POWER (CHP) IN THE REGION. SWEEP ALSO LEADS AN ENERGY EFFICIENCY NETWORKING AND RECOGNITION 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 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 ENERGY EFFICIENCY AND EDUCATES FEDERAL AND STATE POLICY MAKERS REGARDING THE BENEFITS OF ENERGY EFFICIENCY INITIATIVES.Desc
Total Program Service Expenses$1,387,185TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee13EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3034470078PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12334 NORTH BROADWAY NO AAddressLine1Txt
CityBOULDERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80304ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BRUCE RAY
CHAIR1.00Yes (X)Yes (X)$0$0$0
BRENT RICE
VICE-CHAIR1.00Yes (X)Yes (X)$0$0$0
SUE REILLY
TREASURER1.00Yes (X)Yes (X)$0$0$0
RON BINZ
DIRECTOR1.00Yes (X)$0$0$0
MARY CAULKINS
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL ORTON
DIRECTOR1.00Yes (X)$0$0$0
PATRICIA RODRIGUEZ
DIRECTOR1.00Yes (X)$0$0$0
TONY SCHAFFHAUSER
DIRECTOR1.00Yes (X)$0$0$0
DANIEL SPERLING
DIRECTOR1.00Yes (X)$0$0$0
BRODY WILSON
DIRECTOR1.00Yes (X)$0$0$0
CYNTHIA ZWICK
DIRECTOR1.00Yes (X)$0$0$0
HOWARD GELLER
EXECUTIVE DIRECTOR40.00Yes (X)Yes (X)$180,000$0$23,118
FieldValueIRS element (for citing)
Total Reportable Comp From Org$180,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$23,118TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$162,092MembershipDuesAmt
Government Grants$244,612GovernmentGrantsAmt
All Other Contributions$907,248AllOtherContributionsAmt
Total Contributions$1,313,952TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCONTRACT REVENUEDesc
Business541900BusinessCd
Total Revenue Column$80,513TotalRevenueColumnAmt
Related Or Exempt Func Income$80,513RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$80,513TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,587TotalRevenueColumnAmt
Exclusion$6,587ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$384OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$384OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$384TotalRevenueColumnAmt
Exclusion-$384ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business541900BusinessCd
Total Revenue Column$1,395TotalRevenueColumnAmt
Related Or Exempt Func Income$1,395RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,395OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,402,063TotalRevenueColumnAmt
Related Or Exempt Func Income$81,908RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$6,203ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,800TotalAmt
Program Services$2,800ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$180,000TotalAmt
Program Services$133,200ProgramServicesAmt
Management And General$34,200ManagementAndGeneralAmt
Fundraising$12,600FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$935,111TotalAmt
Program Services$691,982ProgramServicesAmt
Management And General$177,671ManagementAndGeneralAmt
Fundraising$65,458FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$29,995TotalAmt
Program Services$22,196ProgramServicesAmt
Management And General$5,699ManagementAndGeneralAmt
Fundraising$2,100FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$120,697TotalAmt
Program Services$89,316ProgramServicesAmt
Management And General$22,933ManagementAndGeneralAmt
Fundraising$8,448FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$85,720TotalAmt
Program Services$63,433ProgramServicesAmt
Management And General$16,287ManagementAndGeneralAmt
Fundraising$6,000FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,279TotalAmt
Management And General$18,279ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$17,934TotalAmt
Program Services$17,934ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$300,919TotalAmt
Program Services$242,491ProgramServicesAmt
Management And General$58,428ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,033TotalAmt
Program Services$6,033ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$23,025TotalAmt
Program Services$15,657ProgramServicesAmt
Management And General$5,296ManagementAndGeneralAmt
Fundraising$2,072FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$97,106TotalAmt
Program Services$71,859ProgramServicesAmt
Management And General$18,450ManagementAndGeneralAmt
Fundraising$6,797FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$10,579TotalAmt
Program Services$9,944ProgramServicesAmt
Management And General$529ManagementAndGeneralAmt
Fundraising$106FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$788TotalAmt
Program Services$788ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,896TotalAmt
Program Services$2,143ProgramServicesAmt
Management And General$550ManagementAndGeneralAmt
Fundraising$203FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,869TotalAmt
Program Services$2,230ProgramServicesAmt
Management And General$3,463ManagementAndGeneralAmt
Fundraising$176FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PHONE AND COMMUNICATION$13,343$9,874$3,469
WEBSITE COST$3,237$2,589$324$324
DUES AND SUBSCRIPTIONS$2,170$1,476$694
PROFESSIONAL DEVELOPMEN$2,004$2,004

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,253TotalAmt
Program Services$1,240ProgramServicesAmt
Management And General$13ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,859,758TotalAmt
Program Services$1,387,185ProgramServicesAmt
Management And General$368,289ManagementAndGeneralAmt
Fundraising$104,284FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$463,555BOYAmt
EOY$14,992EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,751,424BOYAmt
EOY$1,709,414EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$12,500BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$93,632BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,469BOYAmt
EOY$6,602EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$35,541LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$30,559LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,262BOYAmt
EOY$4,982EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$902,517BOYAmt
EOY$947,199EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$9,555BOYAmt
EOY$9,555EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,247,914BOYAmt
EOY$2,692,744EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$175,855BOYAmt
EOY$67,782EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$175,855BOYAmt
EOY$67,782EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,864,042BOYAmt
EOY$1,746,526EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,208,017BOYAmt
EOY$878,436EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,072,059BOYAmt
EOY$2,624,962EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,247,914BOYAmt
EOY$2,692,744EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$457,695ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$10,598NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,966,984CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,140,506CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,762,860CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,708,469CurrentTaxYearMinus1YearAmt
Current Tax Year$1,313,952CurrentTaxYearAmt
Total$8,892,771TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,966,984CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,140,506CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,762,860CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,708,469CurrentTaxYearMinus1YearAmt
Current Tax Year$1,313,952CurrentTaxYearAmt
Total$8,892,771TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,420,636SubstantialContributorsTotAmt
Public Support Total170$7,472,135PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,022CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,011CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,607CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,404CurrentTaxYearMinus1YearAmt
Current Tax Year$6,587CurrentTaxYearAmt
Total$46,631TotalAmt
FieldValueIRS element (for citing)
Total Support$8,939,402TotalSupportAmt
Gross Receipts Rltd Activities$1,781,887GrossReceiptsRltdActivitiesAmt
Public Support CY1700.83590PublicSupportCY170Pct
Public Support PY1700.77820PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$17,934DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$17,934TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationSWEEP'S LOBBYING EFFORTS IN 2020 FOCUSED ON DEVELOPING AND ADVOCATING FOR NEW POLICIES TO ADVANCE MORE EFFICIENT ENERGY USE IN BUILDINGS AND CLEAN TRANSPORTATION IN COLORADO AND NEW MEXICO, INCLUDING INCREASED ENERGY EFFICIENCY ASSISTANCE TO LOWER INCOME FAMILIES AND TRADITIONALLY DISADVANTAGED COMMUNITIES.ExplanationTxt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,075OtherCostOrOtherBasisAmt
Depreciation$10,093DepreciationAmt
Book Value$4,982BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$20,466OtherCostOrOtherBasisAmt
Depreciation$20,466DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,982TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$1,478,661TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$10,598NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$66,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$76,598RevenueNotReportedAmt
Revenue Subtotal$1,402,063RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,402,063TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,925,758TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$66,000DonatedServicesUseFcltsAmt
Expenses Not Reported$66,000ExpensesNotReportedAmt
Expenses Subtotal$1,859,758ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,859,758TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonHOWARD GELLERPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$180,000BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$5,495DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$17,623NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$203,118TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE EXECUTIVE DIRECTOR, CHAIRMAN, AND TREASURER REVIEW AND APPROVE THE INFORMATION RETURN BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 15ATHE 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 19THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GCONTRACT LABOR: PROGRAM SERVICE EXPENSES 242,491. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 242,491. HR/HIRING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 58,428. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,428.

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