SMART ELECTRIC POWER ALLIANCE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SMART ELECTRIC POWER ALLIANCE (EIN 52-1794095)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349301589
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T10:12:05-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521855942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE & TRYON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L ST NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521794095 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMART ELECTRIC POWER ALLIANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMAR | BusinessNameControlTxt |
| Phone | 2028570898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 19TH STREET NW No 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIA HAMM | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2028570898 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R Michael Sorrells | PreparerPersonNm |
| PTIN | P00001737 | PTIN |
| Phone | 2022932200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.59.105.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 10:12:03 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0A779249EE4AB03D4EBCA877230ED83790B34DB8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIA HAMM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 19TH STREET NW No 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,262,521 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.sepapower.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEPA' S MISSION IS TO ADVANCE THE ELECTRIC POWER INDUSTRY TO A CLEAN ENERGY FUTURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 38 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $8,563 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$413 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $112,267 | PYContributionsGrantsAmt |
| CY Contributions Grants | $46,732 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,661,120 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,350,727 | CYProgramServiceRevenueAmt |
| PY Investment Income | $67,936 | PYInvestmentIncomeAmt |
| CY Investment Income | $66,489 | CYInvestmentIncomeAmt |
| PY Other Revenue | $130,353 | PYOtherRevenueAmt |
| CY Other Revenue | $97,722 | CYOtherRevenueAmt |
| PY Total Revenue | $6,971,676 | PYTotalRevenueAmt |
| CY Total Revenue | $7,561,670 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,116,549 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,954,348 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $162,732 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,307,892 | PYOtherExpensesAmt |
| CY Other Expenses | $3,020,914 | CYOtherExpensesAmt |
| PY Total Expenses | $6,424,441 | PYTotalExpensesAmt |
| CY Total Expenses | $6,975,262 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $547,235 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $586,408 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,439,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,936,995 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,597,113 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,373,726 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,842,816 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,563,269 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To facilitate the utility industry's smart transition to a clean future through education, research, and collaboration. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,529,001 | ExpenseAmt |
| Revenue | $5,445,544 | RevenueAmt |
| Desc | MEMBER SERVICES - SEPA MEMBERS ARE THE FUTURE OF THE ENERGY INDUSTRY. UTILITIES, SOLAR, DER AND RELATED INDUSTRIES ALL HAVE A VOICE IN THIS DYNAMIC AND CHANGING ENERGY SECTOR. SEPA IS AN EDUCATIONAL NONPROFIT THAT PROVIDES A TRUSTED PLATFORM FOR EDUCATION, RESEARCH ANDCOLLABORATION TO HELP MEMBERS DEPLOY AND INTEGRATE SOLAR, STORAGE, DEMAND RESPONSE, AND OTHER DISTRIBUTED ENERGY RESOURCES INTO THE GRID. SEPA MEMBERS REPRESENT THE WHOLE SPECTRUM OF INDUSTRY STAKEHOLDERS. UTILITIES, ISOS, LARGE ENERGY USERS, SOLUTION PROVIDERS, GOVERNMENT AND NONPROFITS LOOK TO SEPA TO FACILITATE SOLUTIONS FOR TODAY'S CHALLENGES AND TO MEET TOMORROW'S ELECTRICITY NEEDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,905,370 | ExpenseAmt |
| Revenue | $1,333,580 | RevenueAmt |
| Desc | FEE-BASED SERVICES - EDUCATION AND OUTREACH. SEPA PROVIDES ELECTRIC UTILITIES AND INDUSTRY STAKEHOLDERS WITH MARKET, BUSINESS AND TECHNICAL INTELLIGENCE ON HOW THE GROWTH OF SOLAR AND OTHER DISTRIBUTED ENERGY RESOURCES SUCH AS DEMAND RESPONSE, ENERGY STORAGE AND ELECTRIC VEHICLES IS CHANGING THE ELECTRICITY BUSINESS. SEPA DELIVERS THIS INFORMATION THROUGH A VARIETY OF PUBLIC AND MEMBER VENUES. SEPA EDUCATION PROGRAMS INCLUDE TOPICAL CONFERENCES FEATURING PEER-TO-PEER LEARNING, WORKSHOPS, MONTHLY WEBINARS, UTILITY EMPLOYEE TRAINING, AND DOMESTIC AND INTERNATIONAL FACT FINDING MISSIONS FOR INDUSTRY EXECUTIVES. SEPA LEADS THE DISCUSSION OF BUSINESS AND TECHNOLOGY TRENDS THROUGH ITS ARTICLES IN INDUSTRY PUBLICATIONS, BLOGS, WHITE PAPERS AND ISSUE BRIEFS. SEPA RECOGNIZES UTILITY AND INDUSTRY INNOVATION AND ACHIEVEMENT THROUGH ITS ANNUAL SOLAR POWER PLAYERS AWARDS AND UTILITY SOLAR RANKINGS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $924,553 | ExpenseAmt |
| Revenue | $508,183 | RevenueAmt |
| Desc | ADVISORY SERVICES - RESEARCH AND STRATEGY. SEPA PRODUCES RESEARCH REPORTS ON DISTRIBUTED ENERGY ISSUES DESIGNED TO HELP ELECTRIC UTILITIES AND OTHER ENERGY INDUSTRY PARTICIPANTS MAKE INFORMED BUSINESS DECISIONS. SEPA PROVIDES INDUSTRY LEADING INSIGHTS INTO THE DESIGN OF DISTRIBUTED ENERGY PROGRAMS SUCH AS COMMUNITY SOLAR, THE CHANGING NATURE OF THE RELATIONSHIP BETWEEN THE UTILITY AND ITS CUSTOMERS, AND A WIDE RANGE OF TECHNICAL, POLICY AND STRATEGIC ISSUES RELATED TO AN INCREASINGLY DECENTRALIZED AND "INTELLIGENT" ELECTRIC GRID. SEPA PROVIDES CONSULTING AND ADVISORY SERVICES TO UTILITIES AND DISTRIBUTED ENERGY SERVICE PROVIDERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $703,662 | ExpenseAmt |
| Revenue | $63,420 | RevenueAmt |
| Desc | STRATEGIC INVESTMENTS ARE COMPRISED OF THREE SUB-PROGRAMS THAT FOCUS ON STRATEGIC INITIATIVES THAT WILL ACCELERATE MISSION FULFILLMENT AND DRIVE FUTURE ORGANIZATION GROWTH. THE FIRST SUB-PROGRAM IS 51ST STATE WHICH WAS CREATED TO PROVIDE A COLLABORATIVE PLATFORM ACROSS THE POWER SECTOR TO DISCUSS THE FUTURE OF THE ELECTRIC INDUSTRY. THE SECOND SUB-PROGRAM IS FUSE-ED (FACILITATING UTILITY SMART ELECTRIC EDUCATION) WHEREBY SEPA CREATES AND IMPLEMENTS A SPECIALIZED DISTRIBUTED ENERGY RESOURCE TRANING FOR UTILITY EMPLOYEES EXPLANDING THE INDUSTRY'S KNOWLEDGE BASE THROUGH A COLLABORATIVE EFFORT BETWEEN UTILITY PARTNERS AND INDUSTRY EXPERTS. THE THIRD SUB-PROGRAM IS MISSION EXPANSION WHICH FOCUSES ON PARTNERSHIPS WITH COMPLEMENTARY TECHNOLOGIES THAT ARE INTELLIGENTLY INTEGRATED WITH SOLAR TO CREATE A MORE DYNAMIC AND RESPONSIVE ELECTRICITY GRID INCLUDING DISTRIBUTED ENERGY SOURCES SUCH AS STORAGE, DEMAND RESPONSE AND ENERGY EFFICIENCY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $703,662 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $63,420 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,062,586 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 38 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIA HAMM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028570898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 19TH STREET NW NO 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200362405 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Steve Malnight | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Joe Forline | ||||||||
| CHAIR-ELECT (UNTIL FEB '16) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Caroline Choi | ||||||||
| CHAIR-ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| John Hewa | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Cris Eugster | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Ervan Hancock | ||||||||
| treas (thru 4/16)/DIR (THRU 11/16) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jim Alberts | ||||||||
| DIRECTOR (AS OF dEC '16) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jill Anderson | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ron Binz | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Karen Butterfield | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rob Caldwell | ||||||||
| DIRECTOR (AS OF dEC '16) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Seth Frader-Thompson | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Matt Handel | ||||||||
| DIRECTOR (AS OF dEC '16) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Joe Hoagland | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Chris King | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Brian Kunz | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Stacey Kusters | ||||||||
| DIRECTOR (THRU NOV '16) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Frank Lacey | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Micah Myers | ||||||||
| DIRECTOR (THRU NOV '16) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul Lau | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Courtney McCormick | ||||||||
| DIRECTOR (AS OF FEB '16) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark Nielson | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jim Rogers | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Tom Starrs | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Pascal Storck | ||||||||
| DIRECTOR (THRU NOV '16) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Julia Hamm | ||||||||
| CEO & President | 40.00 | Yes (X) | $351,600 | $0 | $25,590 | |||
| Ken Doyle | ||||||||
| Chief operating officer | 40.00 | Yes (X) | $222,490 | $0 | $18,056 | |||
| Tanuj Deora | ||||||||
| Excutive Vice President & CSO | 40.00 | $225,097 | $0 | $11,970 | Yes (X) | |||
| John Sterling | ||||||||
| Senior Director, Research & Advisory Services | 40.00 | $184,931 | $0 | $24,119 | Yes (X) | |||
| Adam Wasserman | ||||||||
| Director, Membership & Marketing | 40.00 | $151,316 | $0 | $11,217 | Yes (X) | |||
| Robert Gibson | ||||||||
| Vice President, Knowledge | 40.00 | $154,687 | $0 | $19,367 | Yes (X) | |||
| Jennifer Szaro | ||||||||
| Senior Director, Programs | 40.00 | $141,778 | $0 | $22,152 | Yes (X) | |||
| MICHAEL TAYLOR | ||||||||
| principal, knowledge | 40.00 | $147,635 | $0 | $6,113 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,579,534 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $138,584 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RAFFA PC | |||||
| 1899 L STREET NW SUITE 850 | WASHINGTON | DC | 20036 | ACCOUNTING SERVICES | $246,037 |
| CLOUD SHERPAS | |||||
| 3525 PIEDMONT RD NE BUILD 8 STE | ATLANTA | GA | 30305 | IT CONSULTING | $154,578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $46,732 | AllOtherContributionsAmt |
| Total Contributions | $46,732 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| SOLAR ENERGY TRaDe SHOWS | 900099 | $4,320,250 | $4,320,250 | |
| MEMBERSHIP DUES | 541900 | $1,082,300 | $1,082,300 | |
| Registration | 900099 | $730,900 | $730,900 | |
| SPONSORSHIPS | 900099 | $697,531 | $697,531 | |
| CONSULTING | 900099 | $406,081 | $406,081 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,665 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $105,102 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,563 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,350,727 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,940 | TotalRevenueColumnAmt |
| Exclusion | $100,940 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,000 | TotalRevenueColumnAmt |
| Exclusion | $75,000 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $109,031 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $139,573 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$30,542 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$30,542 | TotalRevenueColumnAmt |
| Exclusion | -$30,542 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,526,827 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,561,278 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$34,451 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$34,451 | TotalRevenueColumnAmt |
| Exclusion | -$34,451 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $53,264 | TotalRevenueColumnAmt |
| Exclusion | $53,264 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $53,264 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,561,670 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,644,633 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,563 | UnrelatedBusinessRevenueAmt |
| Exclusion | $861,742 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,247,310 | TotalAmt |
| Program Services | $678,383 | ProgramServicesAmt |
| Management And General | $545,053 | ManagementAndGeneralAmt |
| Fundraising | $23,874 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,216,649 | TotalAmt |
| Program Services | $1,199,431 | ProgramServicesAmt |
| Management And General | $974,162 | ManagementAndGeneralAmt |
| Fundraising | $43,056 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,095 | TotalAmt |
| Program Services | $34,899 | ProgramServicesAmt |
| Management And General | $24,739 | ManagementAndGeneralAmt |
| Fundraising | $457 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,204 | TotalAmt |
| Program Services | $120,525 | ProgramServicesAmt |
| Management And General | $87,364 | ManagementAndGeneralAmt |
| Fundraising | $4,315 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,090 | TotalAmt |
| Program Services | $117,543 | ProgramServicesAmt |
| Management And General | $96,359 | ManagementAndGeneralAmt |
| Fundraising | $4,188 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,517 | TotalAmt |
| Program Services | $32,162 | ProgramServicesAmt |
| Management And General | $10,355 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,299 | TotalAmt |
| Management And General | $269,299 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,330 | TotalAmt |
| Management And General | $7,330 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,182 | TotalAmt |
| Program Services | $146,812 | ProgramServicesAmt |
| Management And General | $144,940 | ManagementAndGeneralAmt |
| Fundraising | $14,430 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,231 | TotalAmt |
| Program Services | $208,813 | ProgramServicesAmt |
| Management And General | $30,302 | ManagementAndGeneralAmt |
| Fundraising | $116 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,600 | TotalAmt |
| Program Services | $11,671 | ProgramServicesAmt |
| Management And General | $93,929 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,878 | TotalAmt |
| Program Services | $39,277 | ProgramServicesAmt |
| Management And General | $200,601 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,125 | TotalAmt |
| Management And General | $455,125 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,953 | TotalAmt |
| Program Services | $177,381 | ProgramServicesAmt |
| Management And General | $53,934 | ManagementAndGeneralAmt |
| Fundraising | $4,638 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $561,717 | TotalAmt |
| Program Services | $496,993 | ProgramServicesAmt |
| Management And General | $61,577 | ManagementAndGeneralAmt |
| Fundraising | $3,147 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,094 | TotalAmt |
| Management And General | $390,094 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,754 | TotalAmt |
| Management And General | $18,754 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROF. DEVELOPMENT | $66,370 | $66,370 | ||
| DUES & SUBSCRIPTIONS | $47,249 | $25,947 | $21,302 | |
| TEMPORARY LABOR | $24,966 | $17,002 | $7,604 | $360 |
| OVERHEAD ALLOCATION | $0 | -$1,833,846 | $1,769,695 | $64,151 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,649 | TotalAmt |
| Program Services | $95 | ProgramServicesAmt |
| Management And General | $10,554 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,975,262 | TotalAmt |
| Program Services | $5,062,586 | ProgramServicesAmt |
| Management And General | $1,749,944 | ManagementAndGeneralAmt |
| Fundraising | $162,732 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,284 | BOYAmt |
| EOY | $556,941 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $717,761 | BOYAmt |
| EOY | $330,937 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,644 | BOYAmt |
| EOY | $108,123 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,416,636 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,868,363 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $651,940 | BOYAmt |
| EOY | $548,273 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,795,605 | BOYAmt |
| EOY | $10,709,526 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,000 | BOYAmt |
| EOY | $400,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,695 | BOYAmt |
| EOY | $183,195 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,439,929 | BOYAmt |
| EOY | $12,936,995 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $906,400 | BOYAmt |
| EOY | $484,423 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,042 | BOYAmt |
| EOY | $780,895 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,671 | BOYAmt |
| EOY | $108,408 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,597,113 | BOYAmt |
| EOY | $1,373,726 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,840,576 | BOYAmt |
| EOY | $11,563,269 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,240 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,842,816 | BOYAmt |
| EOY | $11,563,269 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,439,929 | BOYAmt |
| EOY | $12,936,995 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $586,408 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $134,045 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $112,267 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,732 | CurrentTaxYearAmt |
| Total | $166,499 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,523,322 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,320,227 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,055,888 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,661,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,342,164 | CurrentTaxYearAmt |
| Total | $28,902,721 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,530,822 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,320,227 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,055,888 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,773,387 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,388,896 | CurrentTaxYearAmt |
| Total | $29,069,220 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $29,069,220 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,740 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,227 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $194,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $181,816 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $284,971 | CurrentTaxYearAmt |
| Total | $793,400 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,740 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,227 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $194,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $181,816 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $284,971 | CurrentTaxYearAmt |
| Total | $793,400 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,580 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,732 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,105 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,264 | CurrentTaxYearAmt |
| Total | $66,756 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,595,637 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,396,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,254,266 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,956,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,727,131 | CurrentTaxYearAmt |
| Total | $29,929,376 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97130 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97900 | PublicSupportPY509Pct |
| Investment Income CY | 0.02650 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $840,853 | OtherCostOrOtherBasisAmt |
| Depreciation | $742,633 | DepreciationAmt |
| Book Value | $98,220 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,575,783 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,125,730 | DepreciationAmt |
| Book Value | $450,053 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $548,273 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $99,278 |
| REFUNDABLE DEPOSIT | $9,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $108,408 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,726,257 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $134,045 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $134,045 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,592,212 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$30,542 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$30,542 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,561,670 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,005,804 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $30,542 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $30,542 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,975,262 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,975,262 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | SEPA EVALUATES UNCERTAINTY IN INCOME TAX POSITIONS BASED ON THE MORE-LIKELY-THAN-NOT RECOGNITION STANDARD. IF THAT THRESHOLD IS MET, THE TAX POSITION IS THEN MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. AS OF DECEMBER 31, 2016 AND 2015, THERE WERE NO ACCRUALS FOR UNCERTAIN TAX POSITIONS. IF APPLICABLE, SEPA RECORDS INTEREST AND PENALTIES AS A COMPONENT OF INCOME TAX EXPENSE. TAX YEARS FROM JANUARY 1, 2013 THROGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| Part XI, Line 4b - Other Adjustments: | SUBLEASE INCOME 109,031. sublease expense -139,573. |
| Part XII, Line 2d - Other Adjustments: | SUBLEASE INCOME -109,031. sublease expense 139,573. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Julia Hamm | ||||||||||||||
| CEO & President | $275,117 | $0 | $75,600 | $0 | $883 | $0 | $11,040 | $0 | $18,756 | $0 | $381,396 | $0 | $0 | $0 |
| Ken Doyle | ||||||||||||||
| Chief operating officer | $221,732 | $0 | $102 | $0 | $656 | $0 | $6,750 | $0 | $15,462 | $0 | $244,702 | $0 | $0 | $0 |
| Tanuj Deora | ||||||||||||||
| Excutive Vice President & CSO | $199,413 | $0 | $24,801 | $0 | $883 | $0 | $6,180 | $0 | $15,196 | $0 | $246,473 | $0 | $0 | $0 |
| John Sterling | ||||||||||||||
| Senior Director, Research & Advisory | $147,386 | $0 | $36,728 | $0 | $817 | $0 | $6,486 | $0 | $18,533 | $0 | $209,950 | $0 | $0 | $0 |
| Adam Wasserman | ||||||||||||||
| Director, Membership & Marketing | $133,328 | $0 | $17,316 | $0 | $672 | $0 | $5,360 | $0 | $8,112 | $0 | $164,788 | $0 | $0 | $0 |
| Robert Gibson | ||||||||||||||
| Vice President, Knowledge | $109,583 | $0 | $6,100 | $0 | $39,004 | $0 | $4,148 | $0 | $19,122 | $0 | $177,957 | $0 | $0 | $0 |
| Jennifer Szaro | ||||||||||||||
| Senior Director, Programs | $138,133 | $0 | $2,913 | $0 | $732 | $0 | $4,590 | $0 | $19,577 | $0 | $165,945 | $0 | $0 | $0 |
| MICHAEL TAYLOR | ||||||||||||||
| principal, knowledge | $146,591 | $0 | $507 | $0 | $537 | $0 | $4,410 | $0 | $2,452 | $0 | $154,497 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 4a | robert gibson received severance pay of $37,035. |
| Part I, Line 7 | ALL EMPLOYEES WERE AWARDED BONUSES WHICH WERE DETERMINED BASED ON THE DISCRETION OF THE EXECUTIVE TEAM, EXCEPT FOR JULIA HAMM, PRESIDENT AND CEO, WHOSE BONUS IS DETERMINED BASED ON MEETING PERFORMANCE OBJECTIVES ACCORDING TO HER EMPLOYEE CONTRACT. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 2 | DURING 2016 SEPA BEGAN THE STRATEGIC INVESTMENTS PROGRAM. REFER TO THE PROGRAM NARRATIVE FOR PART III, LINE 4D FOR DETAILS. |
| Form 990, Part VI, Section A, line 4 | THE ARTICLES OF INCORPORATION WERE AMENDED TO REFLECT THE CHANGE IN NAME FROM "SOLAR ELECTRIC POWER ASSOCIATION" TO "SMART ELECTRIC POWER ALLIANCE." |
| Form 990, Part VI, Section A, line 6 | SEPA SHALL HAVE MEMBERS DIVIDED INTO SUCH NUMBER OF CLASSES AND WITH SUCH QUALIFICATIONS AS THE BOARD OF DIRECTORS SHALL DESIGNATE FROM TIME TO TIME. INITIALLY THERE SHALL BE THREE CLASSES OF MEMBERS: (A) UTILITY; (B) CORPORATE; (C) GOVERNMENT, NONPROFIT & EDUCATION. |
| Form 990, Part VI, Section A, line 7a | THE MEMBERS IN GOOD STANDING ENTITLED TO VOTE AND VOTING AS A SINGLE CLASS SHALL ELECT, BY PLURALITY, DIRECTORS TO FILL THE SEATS ON THE BOARD OF DIRECTORS, FROM A LIST OF CANDIDATES PER OPEN BOARD SEAT AS MAY BE PUT BEFORE THE MEMBERSHIP BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS SHALL ESTABLISH SUCH POLICIES AND PROCEDURES FOR THE NOMINATION OF PERSONS TO SERVE AS CANDIDATES FOR ELECTION TO THE BOARD OF DIRECTORS AS IT MAY DETERMINE FROM TIME TO TIME. NO LESS THAN 51% AND NO GREATER THAN 66% OF THE BOARD SEATS SHALL BE HELD AT ONE TIME BY EMPLOYEES OF CLASS 1 MEMBERS. |
| Form 990, Part VI, Section A, line 7b | FOR MATTERS PUT BEFORE THE MEMBERSHIP, EACH MEMBER SHALL BE ENTITLED TO ONLY ONE (1) VOTE. |
| Form 990, Part VI, Section B, line 11b | THE DRAFT VERSION OF THE FEDERAL FORM 990 IS INITIALLY REVIEWED BY THE PRESIDENT AND CEO, AND THE BOARD SECRETARY/TREASURER. IT IS THEN PROVIDED TO THE ENTIRE BOARD OF DIRECTORS. ANY COMMENTS ARISING FROM THE REVIEWS ARE ADDRESSED AND RESOLVED PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| Form 990, Part VI, Section B, line 12c | OFFICERS, DIRECTORS, KEY EMPLOYEES AND TRUSTEES ARE REQUIRED TO PROVIDE AN ANNUAL DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST. ANY CONFLICTS THAT COME TO THE ATTENTION OF THE BOARD OF DIRECTORS ARE DISCUSSED AND RESOLVED ACCORDING TO SEPA'S BYLAWS. |
| Form 990, Part VI, Section B, line 15a | THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION FOR THE PRESIDENT AND CEO ANNUALLY. DURING THIS PROCESS, THE BOARD OF DIRECTORS MAY ENGAGE AN INDEPENDENT CONSULTANT TO PROVIDE CURRENT COMPARATIVE MARKET DATA. THE BOARD OF DIRECTORS CONSIDERS SEPA'S FINANCIAL POSITION AS WELL AS ADDITIONAL EXTERNAL MARKET DATA USING PUBLISHED COMPENSATION STUDIES. THE COMPENSATION DECISIONS OF THE BOARD OF DIRECTORS IS DOCUMENTED IN THE MINUTES. THE PRESIDENT AND CEO ANNUALLY CONSIDERS SEPA'S FINANCIAL POSITION AS WELL AS EXTERNAL MARKET DATA FROM AN INDEPENDENT COMPENSATION RESEARCH STUDY TO ESTABLISH COMPENSATION LEVELS FOR OFFICERS AND KEY EMPLOYEES. SEPA'S COMPENSATION PROGRAM AND MARKET ANALYSIS IS REVIEWED EVERY THREE YEARS FOR COMPLIANCE PURPOSES. |
| Form 990, Part VI, Section C, line 19 | SEPA'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR VIEWING UPON REASONABLE REQUEST. |
| Form 990, Part XII, Line 2c: | THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLAR ENERGY TRADE SHOWS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 WILSON BLVD SUITE 120 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271527552 | EIN |
| Primary Activities | CONFERENCES | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $4,346,937 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $220,249 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLAR ENERGY TRADE SHOWS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $4,501,954 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments