NORTHWEST ENERGY EFFICIENCY ALLIANCE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWEST ENERGY EFFICIENCY ALLIANCE INC (EIN 93-1228867)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-16
- IRS object ID
- 201702899349301755
- 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 | 2017-10-16T12:44:20-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930743240 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOFFMAN STEWART & SCHMIDT PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 MEADOWS ROAD STE 200 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 970353295 | 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 | 931228867 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST ENERGY EFFICIENCY ALLIANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 5036885400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 SW SIXTH AVE NO 600 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUELYNN CALLAHAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5036885400 | PhoneNum |
| Signature | 2017-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD D MASSINGER | PreparerPersonNm |
| PTIN | P00075883 | PTIN |
| Phone | 5032205900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN E STRATTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 SW SIXTH AVE NO 600 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,610,262 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEEA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | THE NORTHWEST ENERGY EFFICIENCY ALLIANCE (NEEA OR "THE ALLIANCE")WORKS TO MOBILIZE THE NORTHWEST TO BECOME INCREASINGLY ENERGY EFFICIENT FOR A SUSTAINABLE FUTURE. NEEA IS FUNDED BY THE BONNEVILLE POWER ADMINISTRATION, ENERGY TRUST OF OREGON AND ELECTRIC AND NATURAL GAS UTILITIES ACCROSS THE REGION. ITS STAKEHOLDERS INCLUDE PUBLIC BENEFITS ADMINISTRATORS, STATE GOVERNMENTS, PUBLIC INTEREST GROUPS AND ENERGY EFFICIENCY INDUSTRY REPRESENTATIVES. NEEA COLLABORATES WITH ITS FUNDERS AND STAKEHOLDERS TO IDENTIFY EMERGING ENERGY-EFFICIENT PRODUCTS, SERVICES AND PRACTICES AND CREATE THE MARKET CONDITIONS FOR THEIR ADOPTION. BY WORKING TOGETHER AS AN ALLIANCE, NEEA'S FUNDERS AGGREGATE THEIR ENGERGY EFFICIENCY INVESTMENT TO ACHIEVE REGIONAL ECONOMIES OF SCALE, INCREASE MARKET LEVERAGE AND POOL RISK. THE RESULT IS LONG-TERM, COST-EFFECTIVE ENERGY SAVINGS FOR THE REGION.SINCE 1997, NEEA'S ACTIVITIES HAVE SAVED MORE THAN 1,400 AVERAGE MEGAWATTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 102 | TotalEmployeeCnt |
| Total Volunteers | 290 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $32,085,630 | PYContributionsGrantsAmt |
| CY Contributions Grants | $37,449,987 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,940 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,550 | CYInvestmentIncomeAmt |
| PY Other Revenue | $100,914 | PYOtherRevenueAmt |
| CY Other Revenue | $153,725 | CYOtherRevenueAmt |
| PY Total Revenue | $32,196,484 | PYTotalRevenueAmt |
| CY Total Revenue | $37,610,262 | 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 | $9,691,273 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,851,525 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,805,229 | PYOtherExpensesAmt |
| CY Other Expenses | $27,042,085 | CYOtherExpensesAmt |
| PY Total Expenses | $32,496,502 | PYTotalExpensesAmt |
| CY Total Expenses | $37,893,610 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$300,018 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$283,348 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,146,629 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,636,031 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,319,236 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,091,986 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,827,393 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,544,045 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,860,197 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MARKET EXECUTION:IN PARTNERSHIP WITH THE REGION, NEEA USES THE MARKET POWER OF THE NORTHWEST'S 13 MILLION ENERGY CONSUMERS TO ACCELERATE THE INNOVATION AND ADOPTION OF BOTH ELECTRIC AND NATURAL GAS ENERGY-EFFICIENT PRODUCTS, SERVICES AND PRACTICES. SOME KEY ACTIVITIES AND RESULTS STEMMING FROM THE REGION'S INVESTMENT ARE: -ALL MAJOR MANUFACTURERS NOW OFFER HIGHLY-EFFICIENT HEAT PUMP WATER HEATERS WITH THE NUMBER OF QUALIFIED PRODUCTS INCREASING FROM ONE TO 65 IN 2016. -REGIONAL DUCTLESS HEAT PUMP SALES INCREASED 22% OVER 2015 WITH ALMOST 35,000 UNITS SOLD. -MARKET SHARE OF LOW WATT FLUORESCENT LAMPS REACHED 22% - UP FROM 17% IN 2015 - WITH MORE THAN 200 ELECTRICAL AND LIGHTING DISTRIBUTOR BRANCHES NOW PARTICIPATING IN THE PROGRAM. -THE REGION COMPLETED THE FIRST REGIONAL STRATEGIC MARKET PLAN FOR THE CONSUMER PRODUCTS MARKET, WHICH INCLUDES A SHARED VISION, MISSION, GOALS, STRATEGIES FOR ADVANCING EFFICIENCY IN THIS MARKET OVER THE NEXT 20 YEARS. -NEEA CONDUCTED LAB AND FIELD-TESTING OF A NUMBER OF NATURAL GAS TECHNOLOGIES, INCLUDING: GAS-FIRED HEAT PUMP WATER HEATERS, COMBINATION SPACE AND WATER HEATING SYSTEMS, EFFICIENT GAS DRYERS, AND CONDENSING ROOFTOP UNITS. STAFF ARE WORKING WITH MANUFACTURERS TO REFINE THEIR PRODUCTS TO MAXIMIZE ENERGY SAVINGS, REDUCE PRODUCT COST AND ENSURE CONSUMER SATISFACTION. -NEEA LAUNCHED A NATURAL GAS MARKET CHARACTERIZATION STUDY THAT WILL PROVIDE A RICH UNDERSTANDING OF NATURAL GAS END USE CUSTOMERS, AND INFORM FUTURE STRATEGIES TO OVERCOME MARKET BARRIERS TO PRODUCT ACCELERATION AND ADOPTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,027,134 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PLANNING EVALUATION AND TECHNOLOGY:NEEA SCANS THE MARKET FOR ENERGY EFFICIENCY OPPORTUNITIES AND DRIVES ACCEPTANCE AND AVAILABILITY OF PROMISING EMERGING TECHNOLOGIES. IN 2016, NEEA STAFF UNDERTOOK RESEARCH AND CONDUCTED LAB AND FIELD TESTS OF EMERGING TECHNOLOGIES. ACTIVITIES INCLUDE: -INVESTIGATING EMERGING ENERGY EFFICIENCY OPPORTUNITIES REPRESENTING TECHNICAL SAVINGS POTENTIAL FOR THE REGION OF MORE THAN 1,400 AVERAGE MEGAWATTS (AMW). -CONDUCTING LAB AND FIELD-TESTING OF A NUMBER OF EMERGING TECHNOLOGIES, INCLUDING: HIGHLY-EFFICIENT COMMERCIAL ROOFTOP HVAC UNITS, THREE COMBINATION SPACE AND WATER HEATING SYSTEMS (A DUCTLESS HEAT PUMP COMBINED WITH A HEAT PUMP WATER HEATER), AND A CO2 HEAT PUMP WATER HEATER. -DEVELOPING A TEST METHOD THAT ASSESSES THE FULL RANGE OF NEW ULTR-HIGH DEFINITION TV FEATURES AND CAN BE USED TO ADEQUATELY MEASURE REAL ENERGY CONSUMPTION OF THIS NEXT GENERATION TECHNOLOGY, WHICH IS QUICKLY GAINING MARKET SHARE.NEEA'S MARKET RESEARCH DRIVES PROGRAMMING, DEFINES CHALLENGES WITHIN ENERGY EFFICIENCY WORK, AND PROVIDES CRITICAL MARKET DATA AND ANALYSES ABOUT REGIONAL ENERGY CONSUMPTION AND MARKETS FOR ITS STAKEHOLDERS. I 2016, NEEA STAFF: -PUBLISHED 17 MARKET RESEARCH AND EVALUATION REPORTS ON BEHALF OF THE REGION, INCLUDING A MARKET CHARACTERIZATION AND BASELINE REPORT FOR LUMINAIRE LEVEL LIGHTING CONTROLS, THE FIRST MARKET PROIGRESS AND EVALUATION REPORT FOR NEEA'S REDUCED WATTAGE LAMP REPLACEMENT PROGRAM, AND A MARKET CHARACTERIZATION REPORT FOR SUPER-EFFICIENT DRYERS. -CONDUCTED SITE VISITS FOR A RESIDENTIAL BUILDING STOCK ASSESSMENT AND LAUNCHED PLANNING FOR A COMMERCIAL BUILDING STOCK ASSESSMENT. BOTH REGIONAL STOCK ASSESSMENTS WILL INFORM FUTURE ENERGY PLANNING EFFORTS, AS WELL AS ENERGY EFFICIENCY UTILITY PROGRAMS AND REBATES OFFERED BY THE REGION'S UTILITIES, THE ENERGY TRUST OF OREGON AND THE BONNEVILLE POWER ADMINISTRATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,184,449 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | STAKEHOLDER ENGAGEMENT AND COMMUNICATION:THE GOAL OF NEEA'S STAKEHOLDER ENGAGEMENT AND COMMUNICATION TEAM IS TO FACILITATE AND ADVANCE REGIONAL COLLABORATION BETWEEN NEEA AND ITS FUNDERS AND STAKEHOLDERS. IN 2016, NEEA STAFF: -DELIVERED THE 7TH ANNUAL EFFICIENCY EXCHANGE CONFERENCE TO FACILITATE REGIONAL COLLABORATION ON ENERGY EFFICIENCY OPPORTUNITIES AND SHARE SUCCESS STORIES AND BEST PRACTICES. -CONVENED CHIEF EXECUTIVE OFFICERS FROM UTILITIES AND KEY REGIONAL ENERGY EFFICIENCY GROUPS (NATURAL RESOURCES DEFENSE COUNCIL, NW ENERGY COALITION, NORTHWEST POWER AND CONSERVATION COUNCIL, AND OTHERS) TO DISCUSS THE FUTURE OF ENERGY EFFICIENCY IN THE REGION AT THE THIRD ANNUAL NORTHWEST ENERGY EFFICIENCY LEADERSHIP MEETING. -ORGANIZED AND FACILIATATED QUARTERLY NEEA SECTOR ADVISORY COMMITTEE MEETINGS TO ENSURE REGIONAL PARTICIPATION IN NEEA MARKET TRANSFORMATION PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $32,071,780 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | 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 | 0 | 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 | 75 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 102 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUELYNN CALLAHAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5036885400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 SW SIXTH AVE SUITE 600 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BOB STOLARSKI | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DEB YOUNG | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARGIE HARRIS | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN FRANCISCO | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LARRY BLAUFUS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN CHATBURN | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN CHRISTIE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL COSGROVE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THERESA DRAKE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON EISDORFER | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK GENDRON | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW GRASSELL | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY HUHTA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB JENKS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE JONES | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM KARIER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GARRETT MARTIN | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE MCCLENAHAN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CLAY NORRIS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN OTTO | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE POHNDORF | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CORY SCOTT | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN STRATTON | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $216,909 | $0 | $58,869 | ||
| SUELYNN CALLAHAN | |||||||
| DIR. BUSINESS ADMINISTRATI | 40.00 | Yes (X) | $151,089 | $0 | $34,659 | ||
| JULIA HARPER | |||||||
| DIR. MARKET EXECUTION | 40.00 | $182,326 | $0 | $38,090 | Yes (X) | ||
| SUSAN HERMENET | |||||||
| DIR. PLANNING & EVALUATION | 40.00 | $179,129 | $0 | $32,823 | Yes (X) | ||
| JEFF HARRIS | |||||||
| CHIEF TRANSFORMATION OFFICER | 40.00 | $162,393 | $0 | $41,720 | Yes (X) | ||
| JEREMY LITOW | |||||||
| DIR. STAKEHOLDER RELATIONS | 40.00 | $163,720 | $0 | $38,739 | Yes (X) | ||
| KENNETH BAKER | |||||||
| SENIOR MANAGER | 40.00 | $138,940 | $0 | $28,633 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,194,506 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $273,533 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 27 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLEARESULT OPERATING LLC | |||||
| 4301 WESTBANK DRIVE | AUSTIN | TX | 78746 | PROJECT CONSULTANT | $5,819,077 |
| THE CADMUS GROUP INC | |||||
| 100 5TH AVE | WALTHAM | MA | 02451 | PROJECT CONSULTANT | $1,709,372 |
| GAS TECHNOLOGY INSTITUTE | |||||
| 1700 S MOUNT PROSPECT RD | DES PLAINES | IL | 60018 | PROJECT CONSULTANT | $1,059,634 |
| D & R INTERNATIONAL LTD | |||||
| 1100 WAYNE AVE | SILVER SPRINGS | MD | 20910 | PROJECT CONSULTANT | $767,366 |
| NW ENERGY EFFICIENCY COUNCIL | |||||
| 1200 12TH AVE S | SEATTLE | WA | 98144 | PROJECT CONSULTANT | $663,209 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 45 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $12,750,743 | GovernmentGrantsAmt |
| All Other Contributions | $24,699,244 | AllOtherContributionsAmt |
| Total Contributions | $37,449,987 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,550 | TotalRevenueColumnAmt |
| Exclusion | $6,550 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,180 | TotalRevenueColumnAmt |
| Exclusion | $1,180 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLAENOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $152,545 | TotalRevenueColumnAmt |
| Exclusion | $152,545 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $152,545 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,610,262 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $160,275 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,686 | TotalAmt |
| Program Services | $264,778 | ProgramServicesAmt |
| Management And General | $194,908 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,084,754 | TotalAmt |
| Program Services | $4,659,044 | ProgramServicesAmt |
| Management And General | $3,425,710 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,716 | TotalAmt |
| Program Services | $340,829 | ProgramServicesAmt |
| Management And General | $250,887 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,073,119 | TotalAmt |
| Program Services | $618,937 | ProgramServicesAmt |
| Management And General | $454,182 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,250 | TotalAmt |
| Program Services | $369,936 | ProgramServicesAmt |
| Management And General | $272,314 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,299 | TotalAmt |
| Management And General | $6,299 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,146 | TotalAmt |
| Management And General | $30,146 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,154 | TotalAmt |
| Program Services | $105,934 | ProgramServicesAmt |
| Management And General | $221,220 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,545 | TotalAmt |
| Program Services | $383,795 | ProgramServicesAmt |
| Management And General | $56,750 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,928 | TotalAmt |
| Program Services | $134,992 | ProgramServicesAmt |
| Management And General | $198,936 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,284 | TotalAmt |
| Program Services | $238,052 | ProgramServicesAmt |
| Management And General | $175,232 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,665 | TotalAmt |
| Program Services | $355,952 | ProgramServicesAmt |
| Management And General | $37,713 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,441 | TotalAmt |
| Program Services | $136,610 | ProgramServicesAmt |
| Management And General | $43,831 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,954 | TotalAmt |
| Program Services | $529,036 | ProgramServicesAmt |
| Management And General | $46,918 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,398 | TotalAmt |
| Management And General | $46,398 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROJECT IMPLEMENTATION | $20,377,521 | $20,377,521 | |
| EVALUATION | $3,550,864 | $3,550,864 | |
| COMMUNICATIONS | $278,630 | $278,630 | |
| BOARD AND COMMITTEE | $73,256 | $73,256 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,000 | TotalAmt |
| Program Services | $5,500 | ProgramServicesAmt |
| Management And General | $8,500 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,893,610 | TotalAmt |
| Program Services | $32,071,780 | ProgramServicesAmt |
| Management And General | $5,821,830 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,339,190 | BOYAmt |
| EOY | $8,040,350 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,096 | BOYAmt |
| EOY | $212,647 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $496,676 | BOYAmt |
| EOY | $480,870 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,955,504 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,053,340 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,232,667 | BOYAmt |
| EOY | $902,164 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,146,629 | BOYAmt |
| EOY | $9,636,031 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,594,950 | BOYAmt |
| EOY | $4,225,573 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,724,286 | BOYAmt |
| EOY | $3,866,413 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,319,236 | BOYAmt |
| EOY | $8,091,986 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,823,633 | BOYAmt |
| EOY | $1,532,804 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,760 | BOYAmt |
| EOY | $11,241 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,827,393 | BOYAmt |
| EOY | $1,544,045 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,146,629 | BOYAmt |
| EOY | $9,636,031 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$283,348 | ReconcilationRevenueExpnssAmt |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,697,152 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,960,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,211,953 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,085,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,449,987 | CurrentTaxYearAmt |
| Total | $186,405,120 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,697,152 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,960,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,211,953 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,085,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,449,987 | CurrentTaxYearAmt |
| Total | $186,405,120 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $31,714,962 | SubstantialContributorsTotAmt |
| Public Support Total170 | $154,690,158 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,061 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,155 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,422 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,895 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,730 | CurrentTaxYearAmt |
| Total | $265,263 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,556 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,020 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,116 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $152,545 | CurrentTaxYearAmt |
| Total | $400,195 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $187,070,578 | TotalSupportAmt |
| Public Support CY170 | 0.82690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | MISCELLANEOUS INCOME |
| PART II OR PART III, LINE 1 - UNUSUAL | DESCRIPTION 2012 2013 2014 2015 2016 TOTAL PART II, B LINE 10 2012 2013 2014 2015 2016 MISCELLANEOUS INCOME 8,556 64,020 78,116 96,958 152,545 400,195 8,556 64,020 78,116 96,958 152,545 400,195 |
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 C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $37,893,610 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $37,893,610 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $501,940 | OtherCostOrOtherBasisAmt |
| Depreciation | $294,749 | DepreciationAmt |
| Book Value | $207,191 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,453,564 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,758,591 | DepreciationAmt |
| Book Value | $694,973 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $902,164 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $37,610,262 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,610,262 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $37,610,262 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $37,893,610 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $37,893,610 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,893,610 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | NEEA IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE AND SIMILAR STATE PROVISIONS. THE ORGANIZATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. GAAP PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND PROVIDE GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS INTEREST, PENALTIES, AND REQUIRED DISCLOSURES. MANAGEMENT DOES NOT BELIEVE NEEA HAS ANY UNCERTAIN TAX POSITIONS. NEEA FILES INFORMATION RETURNS. GENERALLY, THESE RETURNS ARE SUBJECT TO EXAMINATION BY INCOME TAX AUTHORITIES FOR THREE YEARS FROM THE FILING OF A RETURN. NEEA HAS NOT PAID ANY INTEREST OR PENALTIES RELATED TO ITS INCOME TAX POSITIONS, AND THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. INTEREST OR PENALTIES ASSESSED BY TAXING AUTHORITIES, IF ANY, WOULD BE INCLUDED WITH GENERAL OPERATIONS EXPENSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN STRATTON | ||||||||||||||
| EXECUTIVE DIRECTOR | $200,675 | $0 | $14,254 | $0 | $1,980 | $0 | $29,692 | $0 | $29,177 | $0 | $275,778 | $0 | $0 | $0 |
| SUELYNN CALLAHAN | ||||||||||||||
| DIR. BUSINESS ADMINISTRATI | $149,130 | $0 | $0 | $0 | $1,959 | $0 | $12,163 | $0 | $22,496 | $0 | $185,748 | $0 | $0 | $0 |
| JULIA HARPER | ||||||||||||||
| DIR. MARKET EXECUTION | $181,036 | $0 | $0 | $0 | $1,290 | $0 | $14,040 | $0 | $24,050 | $0 | $220,416 | $0 | $0 | $0 |
| SUSAN HERMENET | ||||||||||||||
| DIR. PLANNING & EVALUATION | $178,439 | $0 | $0 | $0 | $690 | $0 | $14,367 | $0 | $18,456 | $0 | $211,952 | $0 | $0 | $0 |
| JEFF HARRIS | ||||||||||||||
| CHIEF TRANSFORMATION OFFICER | $161,103 | $0 | $0 | $0 | $1,290 | $0 | $13,339 | $0 | $28,381 | $0 | $204,113 | $0 | $0 | $0 |
| JEREMY LITOW | ||||||||||||||
| DIR. STAKEHOLDER RELATIONS | $163,305 | $0 | $0 | $0 | $415 | $0 | $10,354 | $0 | $28,385 | $0 | $202,459 | $0 | $0 | $0 |
| KENNETH BAKER | ||||||||||||||
| SENIOR MANAGER | $137,163 | $0 | $0 | $0 | $1,777 | $0 | $10,973 | $0 | $17,660 | $0 | $167,573 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMPLETED 990 IS REVIEWED BY THE FINANCE AND AUDIT COMMITTEE ESTABLISHED BY NEEA'S BOARD OF DIRECTORS. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE GIVEN AN OPPORTUNITY TO PARTICIPATE IN MEETINGS OF THE FINANCE/AUDIT COMMITTEE, INDEPENDENTLY REVIEW THE FORM AND PARTICIPATE IN A CONFERENCE CALL WITH THE ORGANIZATION'S AUDIT FIRM TO ADDRESS QUESTIONS PRIOR TO THE FORMS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FINANCE/AUDIT COMMITTEE OF THE BOARD OVERSEES OPERATION OF THE CONFLICT OF INTEREST POLICY AND THE ORGANIZATION'S OVERALL COMPLIANCE WITH IT. A CONFLICT OF INTEREST "OCCURS WHEN AN INTERESTED PERSON HAS A MATERIAL FINANCIAL INTEREST IN A TRANSACTION IN WHICH NEEA IS INVOLVED, OR TO WHICH NEEA IS A PARTY IN THE FUTURE, OR WHICH OTHERWISE AFFECTS NEEA." AN "INTERESTED PERSON" IS AN OFFICER, EMPLOYEE, MEMBER OF THE BOARD OF DIRECTORS OF NEEA, OR ANYONE ELSE WHO IS IN A POSITION OF AUTHORITY WITH NEEA, AS WELL AS FAMILY MEMBERS OF NEEA OFFICERS, EMPLOYEES OR BOARD MEMBERS; ENTITIES WHICH ARE MORE THAN 35% OWNED, DIRECTLY OR INDIRECTLY, INDIVIDUALLY OR COLLECTIVELY, BY ONE OR MORE NEEA OFFICERS, DIRECTORS, OR EMPLOYEES; AND OTHER ENTITIES (EXCLUDING 501(C) TAX-EXEMPT ORGANIZATIONS) OF WHICH A NEEA OFFICER, DIRECTOR OR EMPLOYEE SERVES IN A POSITION OF INFLUENCE (E.G., AS AN OFFICER, DIRECTOR, OR KEY EMPLOYEE). A "MATERIAL INTEREST" IS DEFINED AS ANYTHING OVER 2 PERCENT OF THE TOTAL DOLLAR AMOUNT TO BE VOTED UPON IN THE CASE OF A TRANSACTION IN WHICH A NEEA BOARD MEMBER IS INVOLVED. THE BOARD OF DIRECTORS AND STAFF REVIEW THE POLICY ANNUALLY AND COMPLETE ANNUAL DISCLOSURE FORMS. THE FORMS ARE CONFIDENTIAL, MADE AVAILABLE TO THE CHAIR, BOARD AND EXECUTIVE DIRECTOR AS NECESSARY TO IMPLEMENT THE POLICY. PROCEDURES A. PRIOR TO A BOARD OR COMMITTEE ACTION ON A TRANSACTION, AN INTERESTED PERSON HAVING A CONFLICT OF INTEREST SHALL DISCLOSE ALL MATERIAL FACTS PERTAINING TO THE CONFLICT OF INTEREST. THESE FACTS SHALL BE RECORDED IN THE MINUTES OF THE MEETING. B. AN INTERESTED PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR HEAR THE BOARD OR COMMITTEE DISCUSSION OF THE TRANSACTION EXCEPT TO DISCLOSE FACTS AND ANSWER QUESTIONS. THE INTERESTED PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE REGARDING THE TRANSACTION AT ANY TIME. C. AN INTERESTED PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT BE COUNTED FOR PURPOSES OF DETERMINING A QUORUM WITH RESPECT TO A VOTE REGARDING THE TRANSACTION, AND SHALL NOT VOTE ON THE TRANSACTION OR BE PRESENT WHEN THE VOTE IS TAKEN. SUCH PERSON'S INELIGIBILITY TO VOTE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. D. IF IT IS NOT CLEAR WHETHER A CONFLICT OF INTEREST EXISTS, THE INTERESTED PERSON SHALL DISCLOSE ALL MATERIAL FACTS PERTAINING TO THE POTENTIAL CONFLICT OF INTEREST TO HIS OR HER SUPERVISOR OR THE CHAIR OF THE BOARD OR THE CHAIR'S DESIGNEE. THE CHAIR OF THE BOARD SHALL HAVE THE SOLE AUTHORITY TO DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS, OR MAY DELEGATE THIS DECISION FOR A VOTE OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | ON A BIENNIAL BASIS, THE BOARD OF DIRECTORS COMMISSIONS A SALARY SURVEY BY AN INDEPENDENT FIRM. THIS INFORMATION IS USED PRIMARILY IN THE BOARD'S EVALUATION OF THE PROPRIETY OF COMPENSATION PAID TO THE ORGANIZATION'S EXECUTIVE DIRECTOR AND ALL STAFF. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED TO MEMBERS OF THE GENERAL PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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