SLIPSTREAM GROUP INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: SLIPSTREAM GROUP INC (EIN 39-1356152)
Tax period: 2014-07-01 to 2015-06-30
Filed: 2015-11-10
IRS object ID: 201523149349300532
Schema version: 2014v5.0
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
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-11-10T08:30:37-06:00	ReturnTs
Tax Period End	2015-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390857178	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SMITH & GESTELAND LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1764	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53701	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	391356152	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WISCONSIN ENERGY CONSERVATION CORP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WISC	BusinessNameControlTxt
Phone	6082499322	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	431 CHARMANY DRIVE	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53719	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARY WOOLSEY SCHLAEFER	PersonNm
Person Title	PRESIDENT & CEO	PersonTitleTxt
Phone	6082499322	PhoneNum
Signature	2015-10-26	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KEITH H BAUMGARTNER	PreparerPersonNm
PTIN	P00187845	PTIN
Phone	6088367500	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MARY WOOLSEY SCHLAEFER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	431 CHARMANY DRIVE	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53719	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$46,182,370	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.WECCUSA.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1980	FormationYr
Legal Domicile State	WI	LegalDomicileStateCd
Activity Or Mission	PROMOTE, DESIGN, AND DELIVER INNOVATIVE ENERGY INITIATIVES	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	147	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$5,191,505	PYContributionsGrantsAmt
CY Contributions Grants	$149,198	CYContributionsGrantsAmt
PY Program Service Revenue	$37,590,814	PYProgramServiceRevenueAmt
CY Program Service Revenue	$44,737,581	CYProgramServiceRevenueAmt
PY Investment Income	$53,155	PYInvestmentIncomeAmt
CY Investment Income	$294,317	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$42,835,474	PYTotalRevenueAmt
CY Total Revenue	$45,181,096	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	$10,164,769	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$8,527,732	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$510,577	CYTotalFundraisingExpenseAmt
PY Other Expenses	$33,843,224	PYOtherExpensesAmt
CY Other Expenses	$36,384,191	CYOtherExpensesAmt
PY Total Expenses	$44,007,993	PYTotalExpensesAmt
CY Total Expenses	$44,911,923	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,172,519	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$269,173	CYRevenuesLessExpensesAmt
Total Assets BOY	$23,981,032	TotalAssetsBOYAmt
Total Assets EOY	$23,852,843	TotalAssetsEOYAmt
Total Liabilities BOY	$13,275,532	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$13,020,667	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$10,705,500	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$10,832,176	NetAssetsOrFundBalancesEOYAmt
Mission	WECC CHAMPIONS INNOVATIVE ENERGY INITIATIVES THAT DELIVER SHORT-TERM AND LONG-TERM ECONOMIC AND ENVIRONMENTAL BENEFITS TO CONSUMERS, BUSINESSES, AND POLICY MAKERS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$37,886,639	ExpenseAmt
Revenue	$41,454,597	RevenueAmt
Desc	IMPLEMENT ENERGY EFFICIENCY AND RENEWABLE ENERGY PROGRAMS FOR UTILITIES AND GOVERNMENT AGENCIES. PROVIDE TRAINING FOR LOW-INCOME WEATHERIZATION PROGRAMS, PROMOTE EFFICIENT USE AND CONSERVATION OF ENERGY, TECHNICAL RESEARCH AND FIELD STUDIES IN ENERGY AND CONSERVATION-RELATED AREAS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,548,246	ExpenseAmt
Revenue	$3,083,268	RevenueAmt
Desc	UNDERWRITE LOANS FOR PARTICIPANTS IN HOME AND BUSINESS ENERGY SAVINGS PROJECTS. THE LOANS ARE SOLD TO THIRD-PARTY INVESTORS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$146,758	ExpenseAmt
Revenue	$199,716	RevenueAmt
Desc	ENERGY-RELATED CONSULTING, TECHNOLOGY RESEARCH, AND OTHER PROJECTS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$39,581,643	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	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	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	306	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	147	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
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	12	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
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CAROL FISHER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6082499322	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	431 CHARMANY DRIVE	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53719	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
MICHAEL BONERTZ
DIRECTOR	1.00	Yes (X)	$0	$0	$0
KELLY CAIN PHD
DIRECTOR	1.00	Yes (X)	$0	$0	$0
DAVE DONOVAN
DIRECTOR	1.00	Yes (X)	$0	$0	$0
PATRICK EAGAN PHD
DIRECTOR	1.00	Yes (X)	$0	$0	$0
DON ESPOSITO
DIRECTOR	1.00	Yes (X)	$0	$0	$0
DAVID GILLES
DIRECTOR	1.00	Yes (X)	$0	$0	$0
PAUL HELGESON
DIRECTOR	1.00	Yes (X)	$0	$0	$0
MICHAEL STUART
DIRECTOR	1.00	Yes (X)	$0	$0	$0
TOM WOLF
DIRECTOR	1.00	Yes (X)	$0	$0	$0
KATHY TRUDELL
CHAIR	1.00	Yes (X)	$0	$0	$0	Yes (X)
STEVE SHULFER
PAST CHAIR	1.00	Yes (X)	$0	$0	$0	Yes (X)
PETER KILDE
VICE CHAIR	1.00	Yes (X)	$0	$0	$0	Yes (X)
MARY WOOLSEY SCHLAEFER
PRESIDENT & CEO	40.00		$147,426	$0	$10,764	Yes (X)
DOUGLAS BREMICKER
VP & EXEC. VP CLIENT SERVICES	40.00		$142,263	$0	$12,400	Yes (X)
MONICA CURTIS
VP & EXEC. VP ENERGY OPERATIONS	40.00		$138,382	$0	$19,068	Yes (X)
ANGELA BECKER BRADLEY
SECRETARY	40.00		$50,131	$0	$2,044	Yes (X)
CAROL FISHER
TREASURER & CONTROLLER	40.00		$104,235	$0	$19,601	Yes (X)
GEORGE EDGAR
DIRECTOR OF ENERGY POLICY	40.00		$100,254	$0	$14,678		Yes (X)
PAUL SMITH
DIRECTOR OF EFFICIENCY PROGRAMS	40.00		$127,491	$0	$9,126		Yes (X)
KENNETH WILLIAMS
EXEC. MGR - NEW MKT DEVELOPMENT	40.00		$129,797	$0	$24,609		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$939,979	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$112,290	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	7	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
ALLIED CONSTRUCTION LLC
110 KRESSON GIBBSBORD RD	VOORHEES	NJ	08043	IMPLEMENT ENERGY EFFICIENCY PROGRAMS	$5,831,000
K&L GREEN OPERATIONS LLC
1375 AKRON STREET	COPIAGUE	NY	11726	IMPLEMENT ENERGY EFFICIENCY PROGRAMS	$3,404,020
HUTCHINSON PLUMBING HEATING AND COOLING
621 CHAPEL AVE	CHERRY HILL	NJ	08034	IMPLEMENT ENERGY EFFICIENCY PROGRAMS	$3,369,328
LAURY HEATING COOLING LLC
511 PLUM STREET	VINELAND	NJ	08362	IMPLEMENT ENERGY EFFICIENCY PROGRAMS	$1,540,148
THORPE SERVICES
PO BOX 36224	INDIANAPOLIS	IN	46236	IMPLEMENT ENERGY EFFICIENCY PROGRAMS	$1,205,522

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	41	CntrctRcvdGreaterThan100KCnt
Government Grants	$149,198	GovernmentGrantsAmt
Total Contributions	$149,198	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRACT REVENUE	900099	$41,454,597	$41,454,597
LOAN PROGRAM REVENUE	900099	$3,083,268	$3,083,268
CONSULTING & OTHER INCOME	900099	$199,716	$199,716

Field	Value	IRS element (for citing)
Total Program Service Revenue	$44,737,581	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$129,648	TotalRevenueColumnAmt
Exclusion	$129,648	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,125,108	SecuritiesAmt
Other	$40,835	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$990,128	SecuritiesAmt
Other	$11,146	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$134,980	SecuritiesAmt
Other	$29,689	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$164,669	TotalRevenueColumnAmt
Exclusion	$164,669	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$45,181,096	TotalRevenueColumnAmt
Related Or Exempt Func Income	$44,737,581	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$294,317	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$582,437	TotalAmt
Program Services	$52,419	ProgramServicesAmt
Management And General	$489,247	ManagementAndGeneralAmt
Fundraising	$40,771	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$6,171,793	TotalAmt
Program Services	$3,770,215	ProgramServicesAmt
Management And General	$2,120,548	ManagementAndGeneralAmt
Fundraising	$281,030	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$230,700	TotalAmt
Program Services	$130,567	ProgramServicesAmt
Management And General	$89,141	ManagementAndGeneralAmt
Fundraising	$10,992	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$951,566	TotalAmt
Program Services	$537,130	ProgramServicesAmt
Management And General	$366,710	ManagementAndGeneralAmt
Fundraising	$47,726	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$591,236	TotalAmt
Program Services	$334,617	ProgramServicesAmt
Management And General	$228,450	ManagementAndGeneralAmt
Fundraising	$28,169	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$24,411	TotalAmt
Program Services	$3,501	ProgramServicesAmt
Management And General	$20,910	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$38,716	TotalAmt
Management And General	$38,716	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$7,268	TotalAmt
Management And General	$7,268	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$3,760,711	TotalAmt
Program Services	$3,631,199	ProgramServicesAmt
Management And General	$125,925	ManagementAndGeneralAmt
Fundraising	$3,587	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$621,633	TotalAmt
Program Services	$581,836	ProgramServicesAmt
Management And General	$4,978	ManagementAndGeneralAmt
Fundraising	$34,819	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$491,699	TotalAmt
Program Services	$266,874	ProgramServicesAmt
Management And General	$222,399	ManagementAndGeneralAmt
Fundraising	$2,426	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$81,562	TotalAmt
Program Services	$16,632	ProgramServicesAmt
Management And General	$64,930	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$247,192	TotalAmt
Program Services	$1,200	ProgramServicesAmt
Management And General	$245,992	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$205,003	TotalAmt
Program Services	$93,024	ProgramServicesAmt
Management And General	$63,510	ManagementAndGeneralAmt
Fundraising	$48,469	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$159,024	TotalAmt
Program Services	$89,012	ProgramServicesAmt
Management And General	$60,770	ManagementAndGeneralAmt
Fundraising	$9,242	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$223,240	TotalAmt
Management And General	$223,240	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$344,489	TotalAmt
Management And General	$344,489	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$106,361	TotalAmt
Program Services	$23,969	ProgramServicesAmt
Management And General	$82,392	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
ENERGY EFF. INCENTIVES	$29,915,684	$29,915,684
DUES/MEMBERSHIPS	$35,834	$19,756	$13,488	$2,590
ENERGY RATING FEES	$22,528	$22,528

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$98,836	TotalAmt
Program Services	$91,480	ProgramServicesAmt
Management And General	$6,600	ManagementAndGeneralAmt
Fundraising	$756	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$44,911,923	TotalAmt
Program Services	$39,581,643	ProgramServicesAmt
Management And General	$4,819,703	ManagementAndGeneralAmt
Fundraising	$510,577	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,461,283	BOYAmt
EOY	$1,192,380	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$8,687,477	BOYAmt
EOY	$7,650,768	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$8,567,879	BOYAmt
EOY	$9,736,595	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$216,494	BOYAmt
EOY	$142,443	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$7,569,523	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$3,231,349	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$4,338,117	BOYAmt
EOY	$4,338,174	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$706,773	BOYAmt
EOY	$792,483	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$3,009	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$23,981,032	BOYAmt
EOY	$23,852,843	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$3,811,959	BOYAmt
EOY	$4,003,719	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$149,608	BOYAmt
EOY	$258,696	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$3,263,093	BOYAmt
EOY	$3,123,957	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$6,050,872	BOYAmt
EOY	$5,634,295	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$13,275,532	BOYAmt
EOY	$13,020,667	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$10,705,500	BOYAmt
EOY	$10,832,176	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$10,705,500	BOYAmt
EOY	$10,832,176	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$23,981,032	BOYAmt
EOY	$23,852,843	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$269,173	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$142,497	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
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)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,823,901	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,266,598	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,177,231	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,191,505	CurrentTaxYearMinus1YearAmt
Current Tax Year	$149,198	CurrentTaxYearAmt
Total	$21,608,433	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$138,597,461	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$81,349,612	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$54,955,317	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$37,590,814	CurrentTaxYearMinus1YearAmt
Current Tax Year	$44,737,581	CurrentTaxYearAmt
Total	$357,230,785	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$144,421,362	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$86,616,210	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$60,132,548	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$42,782,319	CurrentTaxYearMinus1YearAmt
Current Tax Year	$44,886,779	CurrentTaxYearAmt
Total	$378,839,218	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	$378,839,218	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$30,079	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$33,304	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$47,405	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$56,794	CurrentTaxYearMinus1YearAmt
Current Tax Year	$129,648	CurrentTaxYearAmt
Total	$297,230	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$30,079	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$33,304	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$47,405	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$56,794	CurrentTaxYearMinus1YearAmt
Current Tax Year	$129,648	CurrentTaxYearAmt
Total	$297,230	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$144,451,441	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$86,649,514	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$60,179,953	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$42,839,113	CurrentTaxYearMinus1YearAmt
Current Tax Year	$45,016,427	CurrentTaxYearAmt
Total	$379,136,448	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99920	PublicSupportCY509Pct
Public Support PY509	0.99950	PublicSupportPY509Pct
Investment Income CY	0.00080	InvestmentIncomeCYPct
Investment Income PY	0.00050	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 C IRS990ScheduleC

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$44,911,923	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$44,911,923	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

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,885,309	OtherCostOrOtherBasisAmt
Depreciation	$1,327,567	DepreciationAmt
Book Value	$3,557,742	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,684,214	OtherCostOrOtherBasisAmt
Depreciation	$1,903,782	DepreciationAmt
Book Value	$780,432	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$4,338,174	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DEPOSIT LIABILITY	$5,607,362
CAPITAL LEASE OBLIGATIONS	$26,933

Field	Value	IRS element (for citing)
Total Liability	$5,634,295	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$45,031,331	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$142,497	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$142,497	RevenueNotReportedAmt
Revenue Subtotal	$45,173,828	RevenueSubtotalAmt
Investment Expenses Not Incld	$7,268	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$7,268	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$45,181,096	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$44,904,655	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$44,904,655	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$7,268	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$7,268	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$44,911,923	TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
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 (4 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
MARY WOOLSEY SCHLAEFER
PRESIDENT & CEO	$147,155	$0	$0	$0	$271	$0	$5,916	$0	$4,848	$0	$158,190	$0	$0	$0
DOUGLAS BREMICKER
VP & EXEC. VP CLIENT SERVICES	$133,523	$0	$8,500	$0	$240	$0	$1,720	$0	$10,680	$0	$154,663	$0	$0	$0
MONICA CURTIS
VP & EXEC. VP ENERGY OPERATIONS	$135,136	$0	$3,000	$0	$246	$0	$5,655	$0	$13,413	$0	$157,450	$0	$0	$0
KENNETH WILLIAMS
EXEC. MGR - NEW MKT DEVELOPMENT	$129,374	$0	$0	$0	$423	$0	$5,264	$0	$19,345	$0	$154,406	$0	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11	THE DRAFT FORM 990 IS REVIEWED BY SELECTED WECC STAFF AND THEN FORWARDED TO THE FINANCE COMMITTEE FOR DETAILED REVIEW. WHEN THE FINANCE COMMITTEE IS SATISFIED WITH THE DRAFT, IT IS DISTRIBUTED TO THE FULL BOARD OF DIRECTORS WITH AN OPPORTUNITY FOR THEM TO ASK QUESTIONS AND MAKE COMMENTS OR RECOMMEND CHANGES. THE FULL BOARD OF DIRECTORS IS PROVIDED A COMPLETE COPY OF FORM 990, AS ULTIMATELY FILED WITH THE IRS, BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12C	CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE SENT TO EACH DIRECTOR, OFFICER, AND KEY EMPLOYEE ALONG WITH A COPY OF THE CONFLICT OF INTEREST POLICY. DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE ASKED TO COMPLETE THE DISCLOSURE STATEMENTS, EVEN IF THEY DON'T HAVE ANY CONFLICTS TO DISCLOSE, AND RETURN THEM TO WECC'S PRESIDENT & CEO FOR REVIEW. CONFLICTS WOULD BE ADDRESSED BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 15	PRESIDENT & CEO: ANNUALLY, THE BOARD EXECUTIVE COMMITTEE SOLICITS PERFORMANCE FEEDBACK ON THE PRESIDENT & CEO, CONDUCTS A PERFORMANCE REVIEW, AND ESTABLISHES NEW EXPECTATIONS. USING THIS DATA AND MARKET INFORMATION, THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS, INCLUDING SALARY ADJUSTMENT, BONUS, AND GOALS. OTHER OFFICERS OR KEY EMPLOYEES: BIANNUALLY, WECC CONDUCTS A MARKET SURVEY AND ADJUSTS ALL STAFF WAGE RANGES BOTH UP AND DOWN.
FORM 990, PART VI, SECTION C, LINE 19	AVAILABLE UPON REQUEST AND ON WECC'S WEBSITE.