2016-11-09T13:26:18-06:00 2015-12-31 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2015-01-01 900586696 CLEAN ENERGY WORKS INC CLEA 5038948665 1733 NE 7TH AVENUE NO 200 PORTLAND OR 972121153 TIM MILLER CEO 5034816210 2016-11-02 1 ROBERT M PRILL P00236613 5032205900 2015 2017-02-10 21:41:12Z ENHABIT TIM MILLER 1733 NE 7TH AVENUE NO 200 PORTLAND OR 972121153 7143140 0 X WWW.ENHABIT.ORG X 2010 OR ENHABIT'S PURPOSE IS TO DEVELOP AND DELIVER SCALABLE AND REPLICABLE SERVICES THAT IMPROVE ENERGY EFFICIENCY, HEALTH AND RESILIENCE, PROMOTE THE USE OF RENEWABLE ENERGY SOURCES, REDUCE CARBON EMISSIONS AND CREATE LIVING WAGE JOBS, INCLUDING ECONOMIC OPPORTUNITIES AND CAREER PATHWAYS FOR HISTORICALLY DISADVANTAGED COMMUNITIES. 9 9 31 9 0 0 3086605 4969322 1274846 2118418 419 9953 3588 45447 4365458 7143140 0 0 0 0 1241313 2416345 0 0 0 2652642 3945518 3893955 6361863 471503 781277 7858000 6131779 5809875 3302377 2048125 2829402 ENHABIT'S MISSION IS TO ADVANCE WORK IN ENERGY EFFICIENCY, HEALTH AND RESILIENCE THROUGH PUBLIC-PRIVATE PARTNERSHIPS, WITH A CLEAR VISION OF TRANSFORMING COMMUNITIES BY TRANSFORMING HOMES. 0 0 5325800 2163865 HOME RENEWAL - INCLUDING THE AGGREGATION, MANAGEMENT, AND DEPLOYMENT OF CAPITAL TARGETED FOR STREAMLINED RETROFITS. ENHABIT COORDINATES ALL MARKETING; IDENTIFIES RESIDENTIAL HOMES THAT QUALIFY FOR THE PROGRAM; IDENTIFIES QUALIFIED CONTRACTORS; COORDINATES HOMEOWNER LOANS; AND ENSURES THE WORK IS PERFORMED CORRECTLY WHILE ALSO COORDINATING THE PARTICIPATION OF LOCAL GOVERNMENTS, UTILITIES, FINANCIAL INSTITUTIONS, COMMUNITY ORGANIZATIONS, AND OTHERS. 5325800 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 93 0 1 31 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X SHIRLEY CYR 9715448698 1733 NE 7TH AVE STE 200 PORTLAND OR 972123986 MAURICE RAHMING TREASURER 1.00 X X 0 0 0 ALAN HICKENBOTTOM SECRETARY 1.00 X X 0 0 0 AARON FAIRCHILD TREASURER 1.00 X 0 0 0 JULES BAILEY BOARD MEMBER 1.00 X 0 0 0 LISA BATES BOARD MEMBER 1.00 X 0 0 0 MEGAN OWEN BOARD MEMBER 1.00 X 0 0 0 ERIC PARK BOARD MEMBER 1.00 X 0 0 0 JEREMY HAYS BOARD MEMBER 1.00 X 0 0 0 SAM ADAMS BOARD MEMBER 1.00 X 0 0 0 DEREK SMITH CEO 40.00 X 100187 0 15498 TIM MILLER PRESIDENT AND CEO 40.00 X 155014 0 24614 SHIRLEY CYR CFO 40.00 X 130299 0 21265 SCOT DAVIDSON VP OF PROGRAM OPERATIONS 40.00 X 130325 0 8476 STEPHANIE SWANSON VP COMMUNICATIONS 40.00 X 110310 0 18877 626135 0 88730 5 0 1 0 EVOWORX INC DBA ENERGY SAVVY 159 SOUTH JACKSON STREET SUITE 420 SEATTLE WA 98104 SOFTWARE PLATFORM LICENSE FEE AND CUSTOM 545292 CASCADIA CONSULTING 1109 FIRST AVENUE SUITE 400 SEATTLE WA 98101 PROGRAM COORDINATION 356616 GRADY BRITTON 107 SE WASHINGTON STREET SUITE 300 PORTLAND OR 97214 CREATIVE DEVELOPMENT, WEB MAINTENANCE 352173 DATA MARKETING INC PO BOX 519 SANTA CLARA CA 95052 PREPRINT, POSTAGE AND PRODUCTION 333727 BRINK COMMUNICATIONS 1300 SE STARK 201 PORTLAND OR 97214 COMMUNICATIONS AND PUBLIC RELATIONS 181670 8 4704075 265247 4969322 ENERGY SAVINGS PROGRAM 900099 1584051 1584051 CONTRACTOR SERVICE REV 900099 534367 534367 2118418 9953 9953 OTHER 900099 45447 45447 45447 7143140 2163865 0 9953 714865 336917 377948 1293993 1196752 97241 247484 231297 16187 160003 128948 31055 24456 10714 13742 22159 22159 200312 200312 145773 51964 93809 1102527 1102039 488 16648 3054 13594 111486 100676 10810 44916 31878 13038 20296 7126 13170 48219 48219 70671 24435 46236 11944 10663 1281 SYSTEMS DEVELOPMENT 661518 661518 PROGRAM DELIVERY AND CO 558124 558124 CUSTOMER REBATES 493092 493092 ENERGY AUDITS/ASSESSMEN 273953 273953 139424 102650 36774 6361863 5325800 1036063 0 563420 182279 3133914 5547388 4011721 296236 6029 26562 49883 56952 320954 298592 52800 22362 40233 0 7858000 6131779 548319 263940 14500 1790282 3900000 1347056 1248155 5809875 3302377 X 2048125 2829402 2048125 2829402 7858000 6131779 781277 0 X X 0 1 X 1 0 X 16811835 6432487 1671285 3086605 4969322 32971534 16811835 6432487 1671285 3086605 4969322 32971534 1074194 31897340 2004 24870 17173 419 9953 54419 2500 3801 4379 3588 45447 59715 33085668 6049661 0.96410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200312 200312 6161551 6361863 468093 117023 0 0 619700 417340 316820 468093 1821953 2732930 54000 73500 77000 200312 404812 154925 104335 79205 117023 455488 683232 320954 298592 22362 22362 LOAN LOSS RESERVE 1227509 DEFERRED RENT 20646 1248155 X 7143140 0 7143140 0 7143140 6361863 0 6361863 0 6361863 PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE THAT THE ORGANIZATION HAS ANY UNCERTAIN TAX POSITIONS. X X X 0 0 0 0 0 0 0 0 0 TIM MILLER PRESIDENT AND CEO 155014 0 0 0 0 0 5953 0 18661 0 179628 0 0 0 SHIRLEY CYR CFO 130299 0 0 0 0 0 7741 0 13524 0 151564 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD AND STAFF MEMBERS REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND SIGN A STATEMENT ACKNOWLEDGING THIS REVIEW AND DOCUMENTING ANY POTENTIAL CONFLICTS THAT ARE IDENTIFIED. THE BOARD OF DIRECTORS IDENTIFIES AND ADDRESSES ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 ENHABIT CONTRACTED WITH AN OUTSIDE CONSULTING FIRM TO CONDUCT A SURVEY OF SALARIES FOR THE ORGANIZATION, AND TO ESTABLISH A SALARY RANGE FOR EACH POSITION. ANNUALLY, AN AD-HOC COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CEO'S PERFORMANCE, PREPARES A WRITTEN EVALUATION, AND PROVIDES RECOMMENDATIONS TO THE FULL BOARD WITH RESPECT TO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS WILL BE PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.