2021-11-04T15:47:03-05:00 2020-12-31 840930288 BROCK AND COMPANY CPAS PC 900 S MAIN STREET SUITE 200 LONGMONT CO 80501 990 2020-01-01 841593046 SOUTHWEST ENERGY EFFICIENCY PROJECT SOUT 3034470078 2334 NORTH BROADWAY NO A BOULDER CO 80304 BRUCE RAY CHAIR 3034470078 2021-07-20 1 BRUCE RAY 999009999 KEVIN RICKMAN P01240896 3037762160 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z BRUCE RAY 2334 NORTH BROADWAY NO A BOULDER CO 80304 1402447 0 X WWW.SWENERGY.ORG X 2001 CO TO 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. 12 11 13 11 0 0 1708469 1313952 514588 80513 24473 6203 0 1395 2247530 1402063 3425 2800 0 0 1341894 1351523 8500 0 104284 611139 505435 1964958 1859758 282572 -457695 3247914 2692744 175855 67782 3072059 2624962 X 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 0 0 1387185 2800 81908 THE 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. 1387185 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 13 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 1 1 0 0 X X THE ORGANIZATION 3034470078 2334 NORTH BROADWAY NO A BOULDER CO 80304 BRUCE RAY CHAIR 1.00 X X 0 0 0 BRENT RICE VICE-CHAIR 1.00 X X 0 0 0 SUE REILLY TREASURER 1.00 X X 0 0 0 RON BINZ DIRECTOR 1.00 X 0 0 0 MARY CAULKINS DIRECTOR 1.00 X 0 0 0 MICHAEL ORTON DIRECTOR 1.00 X 0 0 0 PATRICIA RODRIGUEZ DIRECTOR 1.00 X 0 0 0 TONY SCHAFFHAUSER DIRECTOR 1.00 X 0 0 0 DANIEL SPERLING DIRECTOR 1.00 X 0 0 0 BRODY WILSON DIRECTOR 1.00 X 0 0 0 CYNTHIA ZWICK DIRECTOR 1.00 X 0 0 0 HOWARD GELLER EXECUTIVE DIRECTOR 40.00 X X 180000 0 23118 180000 0 23118 1 0 1 0 0 162092 244612 907248 1313952 CONTRACT REVENUE 541900 80513 80513 80513 6587 6587 384 -384 -384 -384 OTHER INCOME 541900 1395 1395 1395 1402063 81908 0 6203 X 2800 2800 180000 133200 34200 12600 935111 691982 177671 65458 29995 22196 5699 2100 120697 89316 22933 8448 85720 63433 16287 6000 18279 18279 17934 17934 300919 242491 58428 6033 6033 23025 15657 5296 2072 97106 71859 18450 6797 10579 9944 529 106 788 788 2896 2143 550 203 5869 2230 3463 176 PHONE AND COMMUNICATION 13343 9874 3469 WEBSITE COST 3237 2589 324 324 DUES AND SUBSCRIPTIONS 2170 1476 694 PROFESSIONAL DEVELOPMEN 2004 2004 1253 1240 13 1859758 1387185 368289 104284 463555 14992 1751424 1709414 12500 93632 6469 6602 35541 30559 8262 4982 902517 947199 9555 9555 3247914 2692744 175855 67782 175855 67782 X 1864042 1746526 1208017 878436 3072059 2624962 3247914 2692744 -457695 10598 0 X 0 1 X 1 0 X 1966984 2140506 1762860 1708469 1313952 8892771 1966984 2140506 1762860 1708469 1313952 8892771 1420636 7472135 1022 1011 13607 24404 6587 46631 8939402 1781887 0.83590 0.77820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 17934 0 0 17934 0 PART II-B, LINE 1: SWEEP'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. 15075 10093 4982 20466 20466 0 4982 1478661 10598 66000 76598 1402063 0 1402063 1925758 66000 66000 1859758 0 1859758 X X 0 0 0 0 0 0 0 0 0 HOWARD GELLER EXECUTIVE DIRECTOR 180000 0 0 0 0 0 5495 0 17623 0 203118 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 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 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. FORM 990, PART IX, LINE 11G CONTRACT 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.