ENERGY COALITION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ENERGY COALITION (EIN 20-0943616)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201303199349308920
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-15T15:29:24-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453269313 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YH ADVISORS INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7755 CENTER AVENUE SUITE 1225 | AddressLine1 |
| City | HUNTINGTON BEACH | City |
| State | CA | State |
| ZIP Code | 92647 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200943616 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ENERGY COALITION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ENER | NameControl |
| Phone | 9497014646 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 DISCOVERY NO 250 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92618 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA MONTEMER | Name |
| Title | CONTROLLER | Title |
| Phone | 9497014646 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN YACKER | Name |
| PTIN | P00401346 | PTIN |
| Phone | 3109822806 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CRAIG PERKINS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 DISCOVERY NO 250 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92618 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7606476 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ENERGYCOALITION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | PROMOTE SMART ENERGY MANAGEMENT TO SECURE HEALTHY ENERGY FUTURE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 49 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4282506 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6549280 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 351337 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 200518 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 42015 | InvestmentIncomePriorYear |
| Investment Income Current Year | 72289 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 13362 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4675858 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6835449 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2729228 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3198522 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1676791 | OtherExpensePriorYear |
| Other Expenses Current Year | 3398237 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4406019 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6596759 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 269839 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 238690 | RevenuesLessExpensesCY |
| Total Assets BOY | 3602484 | TotalAssetsBOY |
| Total Assets EOY | 4021137 | TotalAssetsEOY |
| Total Liabilities BOY | 241572 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 372822 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3360912 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3648315 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO MOBILIZE, EDUCATE, INFORM AND EMPOWER COMMUNITIES TO CHANGE THE WAYTHEY USE AND THINK ABOUT ENERGY. WE ACCOMPLISH THIS BY FORGING CLOSEPARTNERSHIPS AMONG CITIES, UTILITIES, BUSINESSES, SCHOOLS,INDIVIDUALS, AND ENVIRONMENTAL ORGANIZATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4766688 | Expense |
| Revenue | 5518 | Revenue |
| Description | PROGRAM DELIVERY: INCLUDES PUBLIC RATE PAYER FUNDED PUBLIC AGENCY AND HOMEOWNER PROGRAMS THAT PROMOTE ENERGY SUSTAINABILITY THROUGH THE DESIGN AND IMPLEMENTATION OF ENERGY EFFICIENCY PROGRAMS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1032451 | Expense |
| Description | EDUCATION INITIATIVES: INCLUDES PEAK COMPREHENSIVE PHYSICAL SCIENCE EDUCATION PROGRAMS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 174836 | Expense |
| Revenue | 195000 | Revenue |
| Description | POLICY INITIATIVES: ASPEN ACCORD IS AN ENERGY POLICY FORUM WHERE CITIES, UTILITIES, REGULATORS AND END USERS COLLABORATE TO IDENTIFY PROBLEMS AND PROPOSE SOLUTIONS TO OUR MOST PRESSING ENERGY ISSUES. FEES ARE CHARGED TO PARTICIPANTS ATTENDING THE FORUM. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 5973975 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 33 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 49 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA MONTEMER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9497014646 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 DISCOVERY NO 250 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92618 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| WARREN MITCHELL | |||||||
| CHAIRMAN | 6.00 | X | X | 46000 | 0 | 0 | |
| ROBERT KEEGAN | |||||||
| BOARD MEMBER | 2.00 | X | 22500 | 0 | 0 | ||
| MIKE WARD | |||||||
| BOARD MEMBER | 2.00 | X | 13000 | 0 | 0 | ||
| TODD CAMPBELL | |||||||
| BOARD MEMBER | 2.00 | X | 15500 | 0 | 0 | ||
| MICHAEL BROWN | |||||||
| BOARD MEMBER | 2.00 | X | 15500 | 0 | 0 | ||
| GWEN GROSS | |||||||
| BOARD MEMBER | 2.00 | X | 16000 | 0 | 0 | ||
| ALLISON HART | |||||||
| SENIOR POLICY ADVISOR | 40.00 | X | 403280 | 0 | 0 | ||
| CRAIG PERKINS | |||||||
| PRESIDENT | 40.00 | X | X | 411529 | 0 | 9056 | |
| MARK FLEMING | |||||||
| CFO | 40.00 | X | 144899 | 0 | 5796 | ||
| ANNE LEE | |||||||
| VP, OPERATIONS | 40.00 | 126676 | 0 | 5067 | X | ||
| DAVID COHEN | |||||||
| DIRECTOR | 40.00 | 102359 | 0 | 11242 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1317243 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 31161 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| FREELANCE MEDIA | |||||
| 526 3RD STREET A3 | SAN RAFAEL | CA | 94901 | MEDIA BUY | 449671 |
| WILLDAN ENERGY | |||||
| 2401 E KATELLA AVE STE 300 | ANAHEIM | CA | 92806 | PROGRAM DIRECT ENGINEERING SERVICES | 284614 |
| PROFORMA | |||||
| PO BOX 51925 | LOS ANGELES | CA | 90051 | PROGRAM DIRECT MARKETING COLLATERAL SERV | 123785 |
| THE IRVINE COMPANY | |||||
| PO BOX 846543 | LOS ANGELES | CA | 90084 | OFFICE LEASE | 120502 |
| FIFTEEN MINUTES | |||||
| 8436 W 3RD STREET STE 650 | LOS ANGELES | CA | 90048 | DIRECT PROGRAM PUBLIC RELATIONS SVC | 114860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Government Grants | 6548280 | GovernmentGrants |
| All Other Contributions | 1000 | AllOtherContributions |
| Total Contributions | 6549280 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ASPEN ACCORD | 900099 | 195000 | 195000 |
| CITY PROJECT REVENUE | 900099 | 5518 | 5518 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 200518 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36544 | TotalRevenueColumn |
| Exclusion | $36,544 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 806772 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 769405 | Securities |
| Other | 1622 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 37367 | Securities |
| Other | -1622 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35745 | TotalRevenueColumn |
| Exclusion | $35,745 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REIMBURSEMENTS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 13362 | TotalRevenueColumn |
| Exclusion | $13,362 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 13362 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6835449 | TotalRevenueColumn |
| Related Or Exempt Function Income | 200518 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $85,651 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 896060 | Total |
| Program Services | 742028 | ProgramServices |
| Management And General | 154032 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2222013 | Total |
| Program Services | 2139042 | ProgramServices |
| Management And General | 82971 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80449 | Total |
| Program Services | 66548 | ProgramServices |
| Management And General | 13901 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26303 | Total |
| Management And General | 26303 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36515 | Total |
| Management And General | 36515 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4833 | Total |
| Management And General | 4833 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229099 | Total |
| Program Services | 183265 | ProgramServices |
| Management And General | 45834 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96053 | Total |
| Program Services | 82814 | ProgramServices |
| Management And General | 13239 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209931 | Total |
| Program Services | 180273 | ProgramServices |
| Management And General | 29658 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 295811 | Total |
| Program Services | 282574 | ProgramServices |
| Management And General | 13237 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10305 | Total |
| Program Services | 8737 | ProgramServices |
| Management And General | 1568 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8130 | Total |
| Program Services | 6912 | ProgramServices |
| Management And General | 1218 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37099 | Total |
| Program Services | 31534 | ProgramServices |
| Management And General | 5565 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PROGRAM EXPENSE | 1200500 | 1200500 | |
| CONSULTANTS AND LECTURE | 853370 | 659865 | 193505 |
| PROGRAM SUBCONTRACTORS | 372583 | 372583 | |
| DISCOUNT TAKEN | 14630 | 14630 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3075 | Total |
| Program Services | 2670 | ProgramServices |
| Management And General | 405 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6596759 | Total |
| Program Services | 5973975 | ProgramServices |
| Management And General | 622784 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1119610 | BOY |
| EOY | 1052323 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1257859 | BOY |
| EOY | 1654024 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2987 | BOY |
| EOY | 12218 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 73211 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 45495 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37468 | BOY |
| EOY | 27716 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1166715 | BOY |
| EOY | 1247664 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17830 | BOY |
| EOY | 27192 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3602484 | BOY |
| EOY | 4021137 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 176572 | BOY |
| EOY | 372822 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65000 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241572 | BOY |
| EOY | 372822 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3360912 | BOY |
| EOY | 3648315 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3360912 | BOY |
| EOY | 3648315 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3602484 | BOY |
| EOY | 4021137 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 238690 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 48713 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8993205 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3300255 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2588835 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4282506 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6549280 | CurrentTaxYear |
| Total | 25714081 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8993205 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3300255 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2588835 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4282506 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6549280 | CurrentTaxYear |
| Total | 25714081 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 25714081 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 6279 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11538 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43521 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36544 | CurrentTaxYear |
| Total | 97882 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1246963 | CurrentTaxYearMinus4Years |
| Current Tax Year | 13362 | CurrentTaxYear |
| Total | 1260325 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 27072288 | TotalSupport |
| Gross Receipts From Admissions Etc | 1782305 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94980 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.95330 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 73211 | OtherCostOrOtherBasis |
| Depreciation | 45495 | Depreciation |
| Book Value | 27716 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 27716 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 6884162 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 48713 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 48713 | RevenueNotRptdF990 |
| Revenue Subtotal | 6835449 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6835449 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6596759 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6596759 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6596759 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE ENERGY COALITION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF THE CALIFORNIA REVENUE AND TAXATION STATUTE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLISON HART | ||||||||||||||
| SENIOR POLICY ADVISOR | 353280 | 0 | 50000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 403280 | 0 | 0 | 0 |
| CRAIG PERKINS | ||||||||||||||
| PRESIDENT | 359529 | 0 | 52000 | 0 | 0 | 0 | 9056 | 0 | 0 | 0 | 420585 | 0 | 0 | 0 |
| MARK FLEMING | ||||||||||||||
| CFO | 144899 | 0 | 0 | 0 | 0 | 0 | 5796 | 0 | 0 | 0 | 150695 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 3 | ReturnReference |
| Explanation | THE COMPENSATION COMMITTEE IS A STANDING COMMITTEE OF THE ENERGY COALITION'S BOARD OF DIRECTORS. THE COMMITTEE ASSISTS THE BOARD IN FULFILLING ITS RESPONSIBILITY TO OVERSEE THE COMPENSATION AND BENEFITS THE COALITION PROVIDES TO ITS EXECUTIVES AND SENIOR MANAGEMENT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | WARREN MITCHELL AND TODD CAMPBELL HAVE A BUSINESS RELATIONSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT COPY OF THE 990 IS FORWARDED TO THE AUDIT COMMITTEE OF THE ORGANIZATION TO REVIEW AND APPROVE BEFORE THE CFO CAN SIGN THE RETURN. A COPY OF THE FINAL FORM 990 IS THEN FORWARDED TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, EVERY BOARD OFFICER MUST COMPLETE THE CONFLICT OF INTEREST POLICY FORM AND SUBMIT IT TO THE CHAIRMAN FOR REVIEW. IF A CONFLICT OF INTEREST IS PRESENT, THE CHAIR WILL APPOINT A COMMITTEE TO DETERMINE THE SPECIFIC NATURE AND DETERMINE THE ACTIONS NECESSARY, IF ANY, TO ENSURE THE COALITION'S INTERESTS ARE ADEQUATELY PROTECTED, AND IMPROPRIETY IS AVOIDED. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE IS A STANDING COMMITTEE OF THE ENERGY COALITION'S BOARD OF DIRECTORS. THE COMMITTEE ASSISTS THE BOARD IN FULFILLING ITS RESPONSIBILITY TO OVERSEE THE COMPENSATION AND BENEFITS THE COALITION PROVIDES TO ITS EXECUTIVES AND SENIOR MANAGEMENT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ENERGY COALITION'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE FOR REVIEW AT THE AGENCY'S OFFICE UPON WRITTEN REQUEST. COPIES OF THE DOCUMENTS MAY BE PROVIDED UPON REQUEST IF THE ENERGY COALITION IS REIMBURSED FOR THE COST OF THE TIME AND MATERIALS USED TO PROVIDE THOSE COPIES. | |
| FORM 990, PART VII, COLUMN D | BOARD MEMBERS WHO ARE NOT OFFICERS OF THE COALITION RECEIVE COMPENSATION BASED ON A MONTHLY RETAINER OF $1,000, AND QUARTERLY MEETING FEES OF $1,000. MEMBERS ARE ALSO ASSIGNED TO VARIOUS STANDING COMMITTEES OF THE BOARD AND ARE COMPENSATED FOR ATTENDING MEETINGS OF THOSE COMMITTEES. MEMBERS OF THE AUDIT COMMITTEE RECEIVE $1,000 PER MEETING ATTENDED AT THE COALITION HEADQUARTERS. TELEPHONIC MEETINGS, WHEN NECESSARY, RESULT IN $500 MEETING FEES. MEMBERS OF ALL OTHER COMMITTEES RECEIVE $500 PER MEETING. UNDER THESE ARRANGEMENTS, INDIVIDUAL BOARD MEMBER COMPENSATION WILL VARY BASED ON WHEN A TERM OF OFFICE BEGAN, COMMITTEE ASSIGNMENTS AND THE NUMBER OF COMMITTEE MEETINGS. THE CHAIRMAN RECEIVES ADDITIONAL COMPENSATION COMPARED TO REGULAR BOARD MEMBERS REFLECTING A SUBSTANTIALLY GREATER TIME COMMITMENT. THE ENERGY COALITION ENGAGED AN INDEPENDENT LAW FIRM TO ANALYZE THE REASONABLENESS OF THE DIRECTORS STIPENDS. THE FIRM CONCLUDED THAT THE AMOUNTS PAID TO THE BOARD MEMBERS WERE IN FACT REASONABLE USING COMPARABILITY DATA AND REVIEW OF THE BOARD MEMBERS' DUTIES. | BOARD COMPENSATION |
| FORM 990, PART I, LINE 16B | THE ENERGY COALITION RECEIVES MUCH OF ITS FUNDING FROM GRANTS RECEIVED ON AN ANNUAL BASIS FROM CERTAIN UTILITY COMPANIES AND GOVERNMENT ENTITIES. THE ENERGY COALITION DOES NOT SPEND ANY TIME OR FUNDS IN OBTAINING THIS FUNDING, THEREFORE, THE ENTITY DOES NOT HAVE ANY REPORTABLE FUNDRAISING EXPENSES. | FUNDRAISING EXPENSES |
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