SLIPSTREAM GROUP INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: SLIPSTREAM GROUP INC (EIN 39-1356152)
Tax period: 2013-07-01 to 2014-06-30
Filed: 2014-11-11
IRS object ID: 201443159349300404
Schema version: 2013v3.0
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	2014-11-11T06:54:39-06:00	ReturnTs
Tax Period End	2014-06-30	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	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1764	AddressLine1
City	MADISON	City
State	WI	State
ZIP Code	53701	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-07-01	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	BusinessNameLine1

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	AddressLine1
City	MADISON	City
State	WI	State
ZIP Code	53719	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARY WOOLSEY SCHLAEFER	PersonNm
Person Title	PRESIDENT & CEO	PersonTitleTxt
Phone	6082499322	PhoneNum
Signature	2014-11-03	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	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	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	AddressLine1
City	MADISON	City
State	WI	State
ZIP Code	53719	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$42,988,598	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	11	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	181	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$5,177,231	PYContributionsGrantsAmt
CY Contributions Grants	$5,191,505	CYContributionsGrantsAmt
PY Program Service Revenue	$54,955,317	PYProgramServiceRevenueAmt
CY Program Service Revenue	$37,590,814	CYProgramServiceRevenueAmt
PY Investment Income	$112,343	PYInvestmentIncomeAmt
CY Investment Income	$53,155	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$60,244,891	PYTotalRevenueAmt
CY Total Revenue	$42,835,474	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	$11,151,448	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$10,164,769	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$889,409	CYTotalFundraisingExpenseAmt
PY Other Expenses	$48,131,839	PYOtherExpensesAmt
CY Other Expenses	$33,843,224	CYOtherExpensesAmt
PY Total Expenses	$59,283,287	PYTotalExpensesAmt
CY Total Expenses	$44,007,993	CYTotalExpensesAmt
PY Revenues Less Expenses	$961,604	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,172,519	CYRevenuesLessExpensesAmt
Total Assets BOY	$23,441,792	TotalAssetsBOYAmt
Total Assets EOY	$23,981,032	TotalAssetsEOYAmt
Total Liabilities BOY	$11,637,215	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$13,275,532	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$11,804,577	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$10,705,500	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	$36,154,419	ExpenseAmt
Revenue	$35,225,344	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	$1,212,426	ExpenseAmt
Revenue	$2,191,130	RevenueAmt
Desc	UNDERWRITE LOANS FOR PARTICIPANTS IN HOME ENERGY SAVINGS PROJECTS. THE LOANS ARE SOLD TO THIRD-PARTY INVESTORS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$152,488	ExpenseAmt
Revenue	$174,340	RevenueAmt
Desc	ENERGY-RELATED CONSULTING, TECHNOLOGY RESEARCH, AND OTHER PROJECTS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$37,519,333	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	390	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	181	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	11	GoverningBodyVotingMembersCnt
Independent Voting Member	11	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	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	6082499322	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	431 CHARMANY DRIVE	AddressLine1
City	MADISON	City
State	WI	State
ZIP Code	53719	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (22 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
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
PETER KILDE
DIRECTOR	1.00	Yes (X)	$0	$0	$0
TOM WOLF
DIRECTOR	1.00	Yes (X)	$0	$0	$0
STEVE SHULFER
CHAIR	1.00	Yes (X)	$0	$0	$0	Yes (X)
KATHY TRUDELL
VICE CHAIR	1.00	Yes (X)	$0	$0	$0	Yes (X)
MARY WOOLSEY SCHLAEFER
PRESIDENT & CEO	40.00		$142,414	$0	$10,358	Yes (X)
TOM ALLEN
SECRETARY & EXEC. VP LEGAL SERVICES	30.00		$86,922	$0	$8,841	Yes (X)
MONICA CURTIS
VP & EXEC. VP ENERGY OPERATIONS	40.00		$132,317	$0	$18,201	Yes (X)
CLAUDIA HAACK
VP & EXEC. VP STRATEGIC DEVELOPMENT	40.00		$93,903	$0	$11,034	Yes (X)
NANCY SCHMIDT
VP & EXEC. VP CORP. SERV.	40.00		$82,719	$0	$5,754	Yes (X)
DOUGLAS BREMICKER
VP & EXEC. VP CLIENT SERVICES	40.00		$48,247	$0	$3,480	Yes (X)
KEN PIENTKA
REGIONAL DIRECTOR	40.00		$132,010	$0	$15,588		Yes (X)
KEN WILLIAMS
SR. MGR - NEW MKT DEVELOPMENT	40.00		$128,985	$0	$21,342		Yes (X)
PAUL SMITH
DIRECTOR OF OPERATIONS	40.00		$127,889	$0	$9,792		Yes (X)
CAROL FISHER
CONTROLLER	40.00		$101,376	$0	$14,287		Yes (X)
JAKE WITTE
IT DIRECTOR	40.00		$100,851	$0	$16,831		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,177,633	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$135,508	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/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt
HUTCHINSON PLUMBING HEATING AND COOLING
621 CHAPEL AVE	CHERRY HILL	NJ	08034	IMPLEMENT ENERGY EFFICIENCY PROGRAMS	$3,836,745
K&L GREEN OPERATIONS LLC
1375 AKRON STREET	COPIAGUE	NY	11726	IMPLEMENT ENERGY EFFICIENCY PROGRAMS	$1,328,324
LAURY HEATING COOLING LLC
511 PLUM STREET	VINELAND	NJ	08362	IMPLEMENT ENERGY EFFICIENCY PROGRAMS	$1,153,174
BHCS LLC
500 EXECUTIVE BLVD	ELMSFORD	NY	10523	IMPLEMENT ENERGY EFFICIENCY PROGRAMS	$1,139,810
ALLIED CONSTRUCTION LLC
110 KRESSON GIBBSBORD RD	VOORHEES	NJ	08043	IMPLEMENT ENERGY EFFICIENCY PROGRAMS	$758,815

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	42	CntrctRcvdGreaterThan100KCnt
Government Grants	$5,191,505	GovernmentGrantsAmt
Total Contributions	$5,191,505	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRACT REVENUE	900099	$35,225,344	$35,225,344
LOAN PROGRAM REVENUE	900099	$2,191,130	$2,191,130
CONSULTING & OTHER INCOME	900099	$174,340	$174,340

Field	Value	IRS element (for citing)
Total Program Service Revenue	$37,590,814	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$56,794	TotalRevenueColumnAmt
Exclusion	$56,794	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$149,000	SecuritiesAmt
Other	$485	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$149,000	SecuritiesAmt
Other	$4,124	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	-$3,639	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$3,639	TotalRevenueColumnAmt
Exclusion	-$3,639	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$42,835,474	TotalRevenueColumnAmt
Related Or Exempt Func Income	$37,590,814	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$53,155	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$595,344	TotalAmt
Program Services	$178,836	ProgramServicesAmt
Management And General	$327,366	ManagementAndGeneralAmt
Fundraising	$89,142	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$7,447,811	TotalAmt
Program Services	$4,201,823	ProgramServicesAmt
Management And General	$2,737,985	ManagementAndGeneralAmt
Fundraising	$508,003	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$266,313	TotalAmt
Program Services	$144,772	ProgramServicesAmt
Management And General	$101,303	ManagementAndGeneralAmt
Fundraising	$20,238	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,153,744	TotalAmt
Program Services	$627,190	ProgramServicesAmt
Management And General	$438,875	ManagementAndGeneralAmt
Fundraising	$87,679	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$701,557	TotalAmt
Program Services	$381,377	ProgramServicesAmt
Management And General	$266,866	ManagementAndGeneralAmt
Fundraising	$53,314	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$25,913	TotalAmt
Program Services	$3,915	ProgramServicesAmt
Management And General	$21,998	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$41,525	TotalAmt
Management And General	$41,525	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$7,375	TotalAmt
Management And General	$7,375	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$5,342,536	TotalAmt
Program Services	$5,150,086	ProgramServicesAmt
Management And General	$176,364	ManagementAndGeneralAmt
Fundraising	$16,086	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$558,368	TotalAmt
Program Services	$510,849	ProgramServicesAmt
Management And General	$6,685	ManagementAndGeneralAmt
Fundraising	$40,834	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$438,605	TotalAmt
Program Services	$258,412	ProgramServicesAmt
Management And General	$176,643	ManagementAndGeneralAmt
Fundraising	$3,550	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$132,959	TotalAmt
Program Services	$20,608	ProgramServicesAmt
Management And General	$112,351	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$325,116	TotalAmt
Program Services	$23,176	ProgramServicesAmt
Management And General	$301,940	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$254,945	TotalAmt
Program Services	$114,967	ProgramServicesAmt
Management And General	$80,448	ManagementAndGeneralAmt
Fundraising	$59,530	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$151,721	TotalAmt
Program Services	$83,397	ProgramServicesAmt
Management And General	$58,357	ManagementAndGeneralAmt
Fundraising	$9,967	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$231,675	TotalAmt
Management And General	$231,675	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$397,942	TotalAmt
Program Services	$42,335	ProgramServicesAmt
Management And General	$355,607	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$106,729	TotalAmt
Program Services	$21,658	ProgramServicesAmt
Management And General	$85,071	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
ENERGY EFF. INCENTIVES	$25,655,054	$25,655,054
DUES/MEMBERSHIPS	$36,257	$21,169	$14,813	$275
ENERGY RATING FEES	$24,007	$24,007

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$112,497	TotalAmt
Program Services	$55,702	ProgramServicesAmt
Management And General	$56,004	ManagementAndGeneralAmt
Fundraising	$791	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$44,007,993	TotalAmt
Program Services	$37,519,333	ProgramServicesAmt
Management And General	$5,599,251	ManagementAndGeneralAmt
Fundraising	$889,409	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,260,119	BOYAmt
EOY	$1,461,283	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$8,220,042	BOYAmt
EOY	$8,687,477	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$7,722,001	BOYAmt
EOY	$8,567,879	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$141,066	BOYAmt
EOY	$216,494	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$7,415,017	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$3,076,900	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$4,541,870	BOYAmt
EOY	$4,338,117	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$553,331	BOYAmt
EOY	$706,773	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$3,363	BOYAmt
EOY	$3,009	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$23,441,792	BOYAmt
EOY	$23,981,032	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$3,099,344	BOYAmt
EOY	$3,811,959	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$554,453	BOYAmt
EOY	$149,608	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$3,396,667	BOYAmt
EOY	$3,263,093	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$4,586,751	BOYAmt
EOY	$6,050,872	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$11,637,215	BOYAmt
EOY	$13,275,532	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$11,804,577	BOYAmt
EOY	$10,705,500	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$11,804,577	BOYAmt
EOY	$10,705,500	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$23,441,792	BOYAmt
EOY	$23,981,032	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$1,172,519	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$73,442	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	$10,715,312	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,823,901	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,266,598	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,177,231	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,191,505	CurrentTaxYearAmt
Total	$32,174,547	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$147,593,740	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$138,597,461	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$81,349,612	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$54,955,317	CurrentTaxYearMinus1YearAmt
Current Tax Year	$37,590,814	CurrentTaxYearAmt
Total	$460,086,944	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$158,309,052	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$144,421,362	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$86,616,210	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$60,132,548	CurrentTaxYearMinus1YearAmt
Current Tax Year	$42,782,319	CurrentTaxYearAmt
Total	$492,261,491	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	$492,261,491	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$71,587	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$30,079	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$33,304	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$47,405	CurrentTaxYearMinus1YearAmt
Current Tax Year	$56,794	CurrentTaxYearAmt
Total	$239,169	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$71,587	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$30,079	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$33,304	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$47,405	CurrentTaxYearMinus1YearAmt
Current Tax Year	$56,794	CurrentTaxYearAmt
Total	$239,169	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$158,380,639	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$144,451,441	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$86,649,514	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$60,179,953	CurrentTaxYearMinus1YearAmt
Current Tax Year	$42,839,113	CurrentTaxYearAmt
Total	$492,500,660	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99950	PublicSupportCY509Pct
Public Support PY509	0.99950	PublicSupportPY509Pct
Investment Income CY	0.00050	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	$44,007,993	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$44,007,993	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 Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$90,000	CurrentYearMinus3Amt
Total	$90,000	TotalAmt

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	$4,891,561	OtherCostOrOtherBasisAmt
Depreciation	$1,165,609	DepreciationAmt
Book Value	$3,725,952	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,523,456	OtherCostOrOtherBasisAmt
Depreciation	$1,911,291	DepreciationAmt
Book Value	$612,165	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$4,338,117	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DEPOSIT LIABILITY	$6,027,287
CAPITAL LEASE OBLIGATIONS	$23,585

Field	Value	IRS element (for citing)
Total Liability	$6,050,872	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$42,901,541	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$73,442	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$73,442	RevenueNotReportedAmt
Revenue Subtotal	$42,828,099	RevenueSubtotalAmt
Investment Expenses Not Incld	$7,375	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$7,375	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$42,835,474	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$44,000,618	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$44,000,618	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$7,375	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$7,375	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$44,007,993	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 (3 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	$142,157	$0	$0	$0	$257	$0	$5,712	$0	$4,646	$0	$152,772	$0	$0	$0
MONICA CURTIS
VP & EXEC. VP ENERGY OPERATIONS	$131,581	$0	$500	$0	$236	$0	$5,429	$0	$12,772	$0	$150,518	$0	$0	$0
KEN WILLIAMS
SR. MGR - NEW MKT DEVELOPMENT	$128,072	$0	$500	$0	$413	$0	$5,220	$0	$16,122	$0	$150,327	$0	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 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.
FORM 990, PART IX, LINE 11G	TEMP SERVICE LABOR: PROGRAM SERVICE EXPENSES 93,542. MANAGEMENT AND GENERAL EXPENSES 65,455. FUNDRAISING EXPENSES 1,488. TOTAL EXPENSES 160,485. CONSULTANTS & SUBCONTRACTORS - CLIENT: PROGRAM SERVICE EXPENSES 5,056,544. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,545. TOTAL EXPENSES 5,058,089. CONSULTANTS - NON-CLIENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 110,909. FUNDRAISING EXPENSES 13,053. TOTAL EXPENSES 123,962.