2017-11-09T13:24:12-06:00 2016-12-31 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2016-01-01 900586696 CLEAN ENERGY WORKS INC CLEA 5038948665 1733 NE 7TH AVENUE NO 200 PORTLAND OR 972123986 TIM MILLER PRESIDENT AND CEO 5034816210 2017-11-07 1 ROBERT M PRILL P00236613 5032205900 74.95.39.225 2017-11-07 13:12:27 PS P 561319197C76653514421560D83629A3335DB40E 152771DFACD1F00D834901529B1F8488AF9B8A65 2016 2018-03-14 21:41:22Z ENHABIT TIM MILLER 1733 NE 7TH AVENUE NO 200 PORTLAND OR 972123986 3321966 0 X WWW.ENHABIT.ORG X 2010 OR ENHABIT'S PURPOSE IS TO DEVELOP AND DELIVER SCALABLE AND REPLICABLE SERVICES THAT IMPROVE ENERGY EFFICIENCY, HEALTH AND RESILIENCE, PROMOTE THE USE OF RENEWABLE ENERGY SOURCES, REDUCE CARBON EMISSIONS AND CREATE LIVING WAGE JOBS, INCLUDING ECONOMIC OPPORTUNITIES AND CAREER PATHWAYS FOR HISTORICALLY DISADVANTAGED COMMUNITIES. 8 8 23 8 0 0 4969322 2343490 2118418 954466 9953 3873 45447 20137 7143140 3321966 0 0 0 0 2416345 1758060 0 0 0 3945518 1681019 6361863 3439079 781277 -117113 6131779 4067428 3302377 1355139 2829402 2712289 ENHABIT'S MISSION IS TO ADVANCE WORK IN ENERGY EFFICIENCY, HEALTH AND RESILIENCE THROUGH PUBLIC-PRIVATE PARTNERSHIPS, WITH A CLEAR VISION OF TRANSFORMING COMMUNITIES BY TRANSFORMING HOMES. 0 0 2665697 974603 HOME RENEWAL - INCLUDING THE AGGREGATION, MANAGEMENT, AND DEPLOYMENT OF CAPITAL TARGETED FOR STREAMLINED RETROFITS. ENHABIT COORDINATES ALL MARKETING; IDENTIFIES RESIDENTIAL HOMES THAT QUALIFY FOR THE PROGRAM; IDENTIFIES QUALIFIED CONTRACTORS; COORDINATES HOMEOWNER LOANS; AND ENSURES THE WORK IS PERFORMED CORRECTLY WHILE ALSO COORDINATING THE PARTICIPATION OF LOCAL GOVERNMENTS, UTILITIES, FINANCIAL INSTITUTIONS, COMMUNITY ORGANIZATIONS, AND OTHERS. 2665697 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 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 75 0 1 23 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X SHIRLEY CYR 9715448698 1733 NE 7TH AVE STE 200 PORTLAND OR 972123986 MAURICE RAHMING TREASURER 1.00 X X 0 0 0 ALAN HICKENBOTTOM SECRETARY 1.00 X X 0 0 0 AARON FAIRCHILD TREASURER 1.00 X 0 0 0 JULES BAILEY BOARD MEMBER 1.00 X 0 0 0 LISA BATES BOARD MEMBER 1.00 X 0 0 0 MEGAN OWEN BOARD MEMBER 1.00 X 0 0 0 ERIC PARK BOARD MEMBER 1.00 X 0 0 0 JEREMY HAYS BOARD MEMBER 1.00 X 0 0 0 TIM MILLER PRESIDENT AND CEO 40.00 X 163728 0 20493 SHIRLEY CYR CFO 40.00 X 126241 0 22394 SCOT DAVIDSON VP OF PROGRAM OPERATIONS 40.00 X 134688 0 14238 STEPHANIE SWANSON VP COMMUNICATIONS 40.00 X 121210 0 20318 545867 0 77443 4 0 1 0 GRADY BRITTON 107 SE WASHINGTON STREET SUITE 300 PORTLAND OR 97214 CREATIVE DEVELOPMENT, WEB MAINTENANCE 259333 EVOWORX INC DBA ENERGY SAVVY 159 SOUTH JACKSON STREET SUITE 420 SEATTLE WA 98104 SOFTWARE PLATFORM LICENSE FEE AND CUSTOM 125938 THORN RUN PARTNERS 100 M STREET SE SUITE 750 WASHINGTON DC DC 20003 LEGAL SUPPORT 108000 3 2276282 67208 2343490 ENERGY SAVINGS PROGRAM 900099 641756 641756 CONTRACTOR SERVICE REV 900099 312710 312710 954466 3873 3873 OTHER 900099 20137 20137 20137 3321966 974603 0 3873 628059 303394 324665 857836 768600 89236 159674 146156 13518 112491 86315 26176 17605 3507 14098 22416 4465 17951 108000 108000 122388 45892 76496 380177 375483 4694 9563 1181 8382 124177 94014 30163 34973 21732 13241 9625 3190 6435 15114 3354 11760 9510 7444 2066 SYSTEMS DEVELOPMENT 296526 296526 CUSTOMER REBATES 251783 251783 PROGRAM DELIVERY AND CO 150493 150493 ENERGY AUDITS/ASSESSMEN 49325 49325 79344 52843 26501 3439079 2665697 773382 0 182279 203600 5547388 3047065 296236 740891 26562 56952 27170 227628 178926 22362 48702 6131779 4067428 263940 97237 1790282 14000 1248155 1243902 3302377 1355139 X 2829402 2696946 15343 2829402 2712289 6131779 4067428 -117113 0 X X 0 1 X 1 0 X 6432487 1671285 3086605 4969322 2343490 18503189 6432487 1671285 3086605 4969322 2343490 18503189 1363170 17140019 24870 17173 419 9953 3873 56288 3801 4379 3588 45447 20137 77352 18636829 7004127 0.91970 0.96410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 108000 108000 3331079 3439079 321954 80489 0 0 417340 316820 468093 321954 1524207 2286311 73500 77000 200312 108000 458812 104335 79205 117023 80489 381052 571578 227628 178926 48702 48702 LOAN LOSS RESERVE 1229021 DEFERRED RENT 14881 1243902 X 3321966 0 3321966 0 3321966 3439079 0 3439079 0 3439079 PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE THAT THE ORGANIZATION HAS ANY UNCERTAIN TAX POSITIONS. X X X 0 0 0 0 0 0 0 0 0 TIM MILLER PRESIDENT AND CEO 163728 0 0 0 0 0 1563 0 18930 0 184221 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD AND STAFF MEMBERS REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND SIGN A STATEMENT ACKNOWLEDGING THIS REVIEW AND DOCUMENTING ANY POTENTIAL CONFLICTS THAT ARE IDENTIFIED. THE BOARD OF DIRECTORS IDENTIFIES AND ADDRESSES ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 ENHABIT CONTRACTED WITH AN OUTSIDE CONSULTING FIRM TO CONDUCT A SURVEY OF SALARIES FOR THE ORGANIZATION, AND TO ESTABLISH A SALARY RANGE FOR EACH POSITION. ANNUALLY, AN AD-HOC COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CEO'S PERFORMANCE, PREPARES A WRITTEN EVALUATION, AND PROVIDES RECOMMENDATIONS TO THE FULL BOARD WITH RESPECT TO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS WILL BE PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.