2012-05-30T15:03:03-05:00 2011-12-31 521511275 RAFFA PC 1899 L STREET NW SUITE 900 WASHINGTON DC 20036 990 2011-01-01 521794095 SOLAR ELECTRIC POWER ASSOCIATION SOLA 2028570898 1220 19TH STREET NW NO 800 WASHINGTON DC 200362405 MARK KIMBLE 2028570898 2012-05-30 1 FRANK H SMITH P00639053 2028225000 2012-05-30 2011 2016-02-24 21:20:13Z JULIA HAMM 1220 19TH STREET NW NO 800 WASHINGTON DC 200362405 7779452 0 X WWW.SOLARELECTRICPOWER.ORG X 1992 DC SEPA'S MISSION IS TO FACILITATE THE USE AND INTEGRATION OF SOLAR ELECTRIC POWER. 21 21 30 22 0 0 299423 203025 6246623 7125572 24493 27997 0 67972 6570539 7424566 49878 60335 0 0 2472873 2751614 0 0 35180 1852030 2846606 4374781 5658555 2195758 1766011 10022078 11822886 1315652 1340157 8706426 10482729 X SEPA IS A NONPROFIT ORGANIZATION WITH UTILITY, ELECTRIC SERVICE PROVIDER, MANUFACTURER, INSTALLER, GOVERNMENT AND RESEARCH MEMBERS. SEPA'S MISSION IS TO FACILITATE THE USE AND INTEGRATION OF SOLAR ELECTRIC POWER BY UTILITIES, ELECTRIC SERVICE PROVIDERS, AND THEIR CUSTOMERS. TO ACHIEVE THIS MISSION, SEPA: 1. FACILITATES AND SUPPORTS THE CREATION OF NEW BUSINESS MODELS THAT WILL ENCOURAGE UTILITIES TO INTEGRATE SOLAR POWER INTO THEIR PORTFOLIO;2. PROVIDES INFORMATION ANALYSIS THAT RESULTS IN INCREASED SOLAR AND UTILITY INDUSTRY KNOWLEDGE ON THE SUBJECT OF SOLAR TECHNOLOGIES, PROGRAMS AND POLICIES;3. CONDUCTS FORUMS TO ALLOW PLAYERS IN EACH INDUSTRY TO DEVELOP RELATIONSHIPS WITH ONE ANOTHER AND COLLABORATIVELY CREATE AND IMPLEMENT INNOVATIVE SOLUTIONS; AND4. CONNECTS THE UTILITY / SOLAR COMMUNITY WITH THE BROADER NATIONAL AND INTERNATIONAL ENERGY AND BUSINESS COMMUNITY. 0 0 2620978 1039761 OUTEACH AND INTERACTION: PROGRAM SEEKS TO STIMULATE THE INCREASED UTILITY ADOPTION AND INTEGRATION OF SOLAR ELECTRIC TECHNOLOGIES ON EITHER SIDE OF THE METER BY PROVIDING A VARIETY OF SUPPORT SERVICES AND INFORMATION TO UTILITIES THROUGHOUT THE UNITED STATES. THE EXPECTED OUTCOMES INCLUDE THE DEVELOPMENT OF NEW UTILITY SOLAR PROGRAMS AND THE EXPANSION OF EXISTING UTILITY SOLAR PROGRAMS, INCREASED UTILITY AND CUSTOMER-OWNED SOLAR INSTALLATIONS, AND INCREASED GENERAL AWARENESS AND UNDERSTANDING OF THE SOLAR TECHNOLOGIES AND APPLICATIONS BY UTILITY EMPLOYEES. 1941335 60335 6085811 EDUCATION AND RESEARCH: PERFORMS RESEARCH AND CONDUCTS FACT FINDING MISSIONS TO HELP EDUCATE POWER PRODUCERS ON THE INTEGRATION OF SOLAR TECHNOLOGY TO THE US MARKET. EDUCATION ON SOLAR TECHNOLOGY IS DONE THROUGH ON-LINE TEACHING (WEBINARS), REGIONAL WORKSHOPS, SEMINARS, AN ANNUAL CONFERENCE AND TRAINING COURSES. RESEARCH MATERIALS AND INFORMATION ON SOLAR ENERGY ARE PROVIDED THROUGH ON-LINE "SOLAR TOOL KIT" AND PROVIDES WRITTEN REPORTS ON NEW SOLAR BUSINESS MODELS AND INTEGRATION PRACTICES. 4562313 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 15 0 1 30 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA FL X MARK KIMBLE 2028570898 1220 19TH STREET NW NO 800 WASHINGTON DC 200362405 DAVID RUBIN 1.00 X X 0 0 0 CARL SIEGRIST 1.00 X X 0 0 0 ERVAN HANCOCK 1.00 X X 0 0 0 JON BERTOLINO 1.00 X 0 0 0 TOBIN BOOTH 1.00 X 0 0 0 MATT CHENEY 1.00 X 0 0 0 MARK DOUGHERTY 1.00 X 0 0 0 TOM DYER 1.00 X 0 0 0 LISA FRANTZIS 1.00 X 0 0 0 JANET GAGNON 1.00 X 0 0 0 ALEX KIM 1.00 X 0 0 0 ERAN MAHRER 1.00 X 0 0 0 MARK NEILSON 1.00 X 0 0 0 PAMELA NEWELL 1.00 X 0 0 0 ED REGAN 1.00 X 0 0 0 LUIS REYES 1.00 X 0 0 0 OWEN SMITH 1.00 X 0 0 0 DAVID SPRADLIN 1.00 X 0 0 0 JUDY STALEY 1.00 X 0 0 0 TOM STARRS 1.00 X 0 0 0 JENNIFER SZARO 1.00 X 0 0 0 THERESA WILLIAMS 1.00 X 0 0 0 JULIA HAMM 40.00 X 256142 0 30261 MARK KIMBLE 40.00 X 146130 0 15066 ROBERT GIBSON 40.00 X 156202 0 15400 DON LINTVET 40.00 X 137780 0 7139 KIMBERLY KIENER 40.00 X 132463 0 14664 SANDRA BURTON 40.00 X 131856 0 14766 EMILY EASLEY 40.00 X 127173 0 13040 MICHELLE ALLGAUER 40.00 X 117551 0 12748 1205297 0 123084 11 0 1 0 POTOMAC COMM GROUP INC 1133 20TH ST NW SUITE 400 WASHINGTON DC 20036 MEDIA/ADVERTISING SERVICES 178336 HARD ROCK HOTEL SAN DIEGO 207 5TH AVENUE SAN DIEGO CA 92101 HOTEL SERVICES 164913 RAFFA PC 1899 L STREET NW SUITE 900 WASHINGTON DC 20036 ACCOUNTING & HR SERVICES 141476 3 29525 173500 203025 SOLAR ENERGY TRD SHOWS 900099 5408668 5408668 MEMBERSHIP DUES 900099 1044136 1044136 SPONSORSHIPS 900099 391000 391000 REGISTRATION 900099 140672 140672 CONSULTING 900099 140096 140096 1000 1000 7125572 30177 30177 352706 354886 -2180 -2180 -2180 RENTAL INCOME 900099 56619 56619 CA TAX REFUND 900099 7519 7519 MISCELLANEOUS INCOME 900099 3834 3834 67972 7424566 7125572 0 95969 60335 60335 619201 409699 206639 2863 1722850 1321262 377728 23860 49863 39985 9344 534 193139 141066 50365 1708 166561 123524 40935 2102 83651 83651 119954 119954 6737 6737 407701 276433 131268 423977 423977 239200 140926 98274 124783 676 124107 538521 538521 295856 232299 63557 209669 207569 2100 240992 240992 9707 9707 PROF. DEVELOPMENT 58743 795 57948 DUES AND SUBSCRIPTIONS 52014 47581 4433 CONFERENCE REGISTRATION 29120 28558 562 FINANCE FEES/TAXES 5432 5432 549 1107628 -1111192 4113 5658555 4562313 1061062 35180 459884 351351 4440407 6284419 224998 106255 7552 21233 1435815 441556 1048721 994259 981864 987621 0 100000 100000 2758652 2977748 10022078 11822886 318205 324835 323063 398552 674384 616770 1315652 1340157 X 8646426 10309229 60000 173500 8706426 10482729 10022078 11822886 X 1766011 10292 X 0 1 1 X 0 X 416029 417889 299423 203025 1336366 2999802 8977506 12525622 6246623 7125572 37875125 2999802 9393535 12943511 6546046 7328597 39211491 0 0 0 39211491 95784 138513 78497 24493 86796 424083 95784 138513 78497 24493 86796 424083 5920 5920 14629 11353 25982 3110215 9532048 13027928 6570539 7426746 39667476 0.98850 0.98880 0.01070 0.01040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 790322 135710 654612 645493 305846 339647 994259 DEPOSITS 47161 DUE FROM AFFILIATE 2930587 2977748 DEFERRED RENT 616770 616770 7424566 5658555 1766011 10292 10292 1776303 7434858 10292 10292 7424566 0 7424566 5658555 0 5658555 0 5658555 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: AS OF DECEMBER 31, 2011 AND 2010, THERE WERE NO ACCRUALS FOR UNCERTAIN TAX POSITIONS. 1 SCHOLARSHIPS 71 60335 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: RECIPIENTS ARE REQUIRED TO SUBSTANTIATE EXPENSES BEFORE RECEIVING THE AWARD. EXPENSES ARE REVIEWED BY MANAGEMENT PRIOR TO DISBURSING THE FUNDS. X X X X X X 0 0 0 0 0 0 0 0 0 JULIA HAMM 204892 0 51250 0 0 0 8663 0 21598 0 286403 0 0 0 MARK KIMBLE 146130 0 0 0 0 0 5816 0 9250 0 161196 0 0 0 ROBERT GIBSON 156202 0 0 0 0 0 5703 0 9697 0 171602 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 AMENDMENTS TO BYLAWS: EXCEPT AS OTHERWISE PROVIDED BY LAW, THE BYLAWS MAY BE AMENDED OR REPEALED, OR NEW BYLAWS MAY BE ADOPTED, BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE ENTIRE BOARD OF DIRECTORS AT ANY REGULAR, SPECIAL OR ANNUAL MEETING OF THE BOARD OF DIRECTORS, OR BY THE AFFIRMATIVE VOTE OF MAJORITY OF THE MEMBERSHIP AT ANY REGULAR MEETING OR SPECIAL MEMBERSHIP MEETING CALLED FOR THAT PURPOSE. FORM 990, PART VI, SECTION A, LINE 6 SEPA SHALL HAVE SEVEN (7) MEMBERSHIP CLASSES: [A] UTILITIES; [B] GENERATION AND TRANSMISSION COOPERATIVES/REGIONAL TRANSMISSION ORGANIZATIONS/JOINT ACTION AGENCIES/FEDERAL POWER AUTHORITIES/WHOLESALE MARKETERS OPERATING IN A NON-COMPETITIVE ENVIRONMENT; [C] INDEPENDENT POWER PRODUCERS/WHOLESALE MARKETERS OPERATING IN A COMPETITIVE ENVIRONMENT; [DL MANUFACTURERS; [EL PROJECT DEVELOPERS/INTEGRATORS/INSTALLERS/DISTRIBUTERS; [FL BUSINESS AND PROFESSIONAL SERVICES; AND [G] AFFILIATES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS' VOTING RIGHTS: THE MEMBERS IN GOOD STANDING ENTITLED TO VOTE AND VOTING AS A SINGLE CLASS, SHALL ELECT, BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERS, DIRECTORS TO FILL THE SEATS ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 REVIEW OF 990: THE 990 IS INITIALLY REVIEWED BY THE VICE PRESIDENT OF FINANCE AND OPERATIONS, THE PRESIDENT AND CEO, AND THE BOARD TREASURER. IT IS THEN PROVIDED TO THE ENTIRE BOARD OF DIRECTORS. ANY COMMENTS ARISING FROM THE REVIEWS ARE ADDRESSED AND RESOLVED PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY: OFFICERS, DIRECTORS, AND TRUSTEES ARE REQUIRED TO PROVIDE AN ANNUAL DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST. ANY CONFLICTS THAT COME TO THE ATTENTION OF THE BOARD OF DIRECTORS ARE DISCUSSED AND RESOLVED ACCORDING TO SEPA'S BY LAWS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION: THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION FOR THE PRESIDENT AND THE CEO ANNUALLY. DURING THIS PROCESS THE BOARD OF DIRECTORS ENGAGES AN INDEPENDENT CONSULTANT TO PROVIDE CURRENT COMPARATIVE MARKET DATA. THE BOARD OF DIRECTORS CONSIDERS SEPA'S FINANCIAL POSITION AS WELL AS ADDITIONAL EXTERNAL MARKET DATA USING PUBLISHED COMPENSATION STUDIES. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, PART VI, SECTION C, LINE 19: DISCLOSURE OF GOVERNING DOCUMENTS: SEPA'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR VIEWING UPON REASONABLE REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 10,292. SOLAR ENERGY TRADE SHOWS LLC 1530 WILSON BLVD SUITE 120 ARLINGTON VA 22209 271527552 CONFERENCES DE RELATED 5411448 4769570 0 0 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0