SLIPSTREAM GROUP INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
SLIPSTREAM GROUP INC (EIN 39-1356152)
Tax period
2010-07-01 to 2011-06-30
Filed
2011-11-11
IRS object ID
201103159349300730
Schema version
2010v3.4
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

FieldValueIRS element (for citing)
Timestamp2011-11-11T09:02:02-06:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SMITH & GESTELAND LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1764AddressLine1
CityMADISONCity
StateWIState
ZIP Code53701ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN391356152EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WISCONSIN ENERGY CONSERVATION CORPBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWISCNameControl
Phone6082499322Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1431 CHARMANY DRIVEAddressLine1
CityMADISONCity
StateWIState
ZIP Code53719ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARY WOOLSEY SCHLAEFERName
TitleEXECUTIVE DIRECTORTitle
Phone6082499322Phone
Date Signed2011-11-01DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone6088367500Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMARY WOOLSEY SCHLAEFERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1431 CHARMANY DRIVEAddressLine1
CityMADISONCity
StateWIState
ZIP Code53719ZIPCode
FieldValueIRS element (for citing)
Gross Receipts144585941GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.WECCUSA.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1980YearFormation
State Legal DomicileWIStateLegalDomicile
Activity Or Mission DescriptionPROMOTE SOUND ENERGY POLICY AND DESIGN AND DELIVER INNOVATIVE ENERGY EFFICIENCY SERVICES.ActivityOrMissionDescription
Nbr Voting Members Governing Body14NbrVotingMembersGoverningBody
Nbr Independent Voting Members14NbrIndependentVotingMembers
Total Nbr Employees247TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year10715312ContributionsGrantsPriorYear
Contributions Grants Current Year5823901ContributionsGrantsCurrentYear
Program Service Revenue Prior Year147593740ProgramServiceRevenuePriorYear
Program Service Revenue CY138597461ProgramServiceRevenueCY
Investment Income Prior Year46662InvestmentIncomePriorYear
Investment Income Current Year32062InvestmentIncomeCurrentYear
Other Revenue Prior Year5078OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year158360792TotalRevenuePriorYear
Total Revenue Current Year144453424TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year90000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY90000GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year13267145SalariesEtcPriorYear
Salaries Etc Current Year14880596SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year589184TotalFundrsngExpCurrentYear
Other Expense Prior Year143300010OtherExpensePriorYear
Other Expenses Current Year127996020OtherExpensesCurrentYear
Total Expenses Prior Year156657155TotalExpensesPriorYear
Total Expenses Current Year142966616TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1703637RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1486808RevenuesLessExpensesCY
Total Assets BOY18189077TotalAssetsBOY
Total Assets EOY20996987TotalAssetsEOY
Total Liabilities BOY10371126TotalLiabilitiesBOY
Total Liabilities EOY11624398TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY7817951NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY9372589NetAssetsOrFundBalancesEOY
Mission DescriptionWECC CHAMPIONS INNOVATIVE ENERGY INITIATIVES THAT DELIVER SHORT AND LONG-TERM ECONOMIC AND ENVIRONMENTAL BENEFITS TO CONSUMERS, BUSINESSES, AND POLICY MAKERS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense135710596Expense
Revenue137291824Revenue
DescriptionIMPLEMENT 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense816833Expense
Revenue97500Revenue
DescriptionENERGY-RELATED CONSULTING, TECHNOLOGY RESEARCH, AND OTHER PROJECTS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense749443Expense
Revenue1208137Revenue
DescriptionUNDERWRITE LOANS FOR PARTICIPANTS IN HOME ENERGY SAVINGS PROJECTS. THE LOANS ARE SOLD TO THIRD-PARTY INVESTORS.Description
FieldValueIRS element (for citing)
Total Program Service Expense137276872TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10961031NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees247NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members14NbrVotingGoverningBodyMembers
Number Independent Voting Members14NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1CAROL FISHERBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6082499322TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1431 CHARMANY DRIVEAddressLine1
CityMADISONCity
StateWIState
ZIP Code53719ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (23 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
DEBORAH BLANKS
DIRECTOR1.00X000
DAVID BOROWSKI
DIRECTOR (TERM ENDED IN FY 2011)1.00X000
KELLY CAIN
DIRECTOR1.00X000
STAN DAVIS
DIRECTOR (TERM ENDED IN FY 2011)1.00X000
PATRICK EAGAN PHD
DIRECTOR1.00X000
TINA FRAILEY
DIRECTOR1.00X000
DAVID GILLES
DIRECTOR1.00X000
PATTY HOEFT
DIRECTOR1.00X000
NANCY KORDA
DIRECTOR1.00X000
CLIFF MILLER
DIRECTOR1.00X000
KEVIN SHAFER
DIRECTOR1.00X000
KATHY TRUDELL
DIRECTOR1.00X000
LEON CHURCH
PRESIDENT1.00X000X
STEVE SHULFER
VICE PRESIDENT1.00X000X
PETER KILDE
SECRETARY1.00X000X
DAVE ROTTER
TREASURER1.00X000X
MARY WOOLSEY SCHLAEFER
EXECUTIVE DIRECTOR40.00140966010816X
ROBERT MCCORKLE
DIRECTOR OF FINANCE & ADMIN.40.0093189013370X
KEN PIENTKA
ENERGY PROGRAMS DIRECTOR40.00146901014233X
GEORGE EDGAR
POLICY DIRECTOR40.00126832016367X
RICK WINCH
STRATEGIC PLANNING/R&D DIRECTOR40.00118172016445X
KENNETH WILLIAMS
BUSINESS PROGRAMS DIRECTOR40.00113002018619X
MATTHEW KOK
PORTFOLIO DEVELOPMENT DIRECTOR40.00112708013880X
FieldValueIRS element (for citing)
Total Reportable Comp From Org851770TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation103730TotalOtherCompensation
Number Individuals GT100 K9NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
AIR GROUP LLC
ONE PRINCE RDWHIPPANYNJ07981IMPLEMENT ENERGY EFFICIENCY PROGRAMS1667872
BOVIO HEATING AND AC
101 SUMMIT AVENUESICKLERVILLENJ08081IMPLEMENT ENERGY EFFICIENCY PROGRAMS1261594
LAURY HEATING COOLING LLC
511 PLUM STVINELANDNJ08362IMPLEMENT ENERGY EFFICIENCY PROGRAMS1134913
SOUTH JERSEY ENERGY SERVICE PLUS
1 SOUTH JERSEY PLZFOLSOMNJ08037IMPLEMENT ENERGY EFFICIENCY PROGRAMS641913
BEEHIVE HEATING AND COOLING LLC
1062 LAKEHURST AVEJACKSONNJ08527IMPLEMENT ENERGY EFFICIENCY PROGRAMS589024
FieldValueIRS element (for citing)
Number Of Contractors GT100 K25NumberOfContractorsGT100K
Government Grants5823901GovernmentGrants
Total Contributions5823901TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CONTRACT REVENUE900099137291824137291824
LOAN PROGRAM REVENUE90009912081371208137
CONSULTING & OTHER9000999750097500
FieldValueIRS element (for citing)
Total Program Service Revenue138597461TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column30079TotalRevenueColumn
Exclusion$30,079ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities134500Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities132517Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities1983Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column1983TotalRevenueColumn
Exclusion$1,983ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column144453424TotalRevenueColumn
Related Or Exempt Function Income138597461RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$32,062ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total90000Total
Program Services90000ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total258341Total
Management And General258341ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total11463068Total
Program Services9855157ProgramServices
Management And General1176010ManagementAndGeneral
Fundraising431901Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total361573Total
Program Services310856ProgramServices
Management And General37094ManagementAndGeneral
Fundraising13623Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total1880568Total
Program Services1592947ProgramServices
Management And General229866ManagementAndGeneral
Fundraising57755Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total917046Total
Program Services788413ProgramServices
Management And General94081ManagementAndGeneral
Fundraising34552Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total30600Total
Program Services20906ProgramServices
Management And General8525ManagementAndGeneral
Fundraising1169Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total38678Total
Program Services38678ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total20380878Total
Program Services17815441ProgramServices
Management And General2549195ManagementAndGeneral
Fundraising16242Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total2529834Total
Program Services2440632ProgramServices
Management And General86350ManagementAndGeneral
Fundraising2852Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total838014Total
Program Services730090ProgramServices
Management And General104467ManagementAndGeneral
Fundraising3457Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total385584Total
Program Services337317ProgramServices
Management And General48267ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total513330Total
Program Services429694ProgramServices
Management And General61485ManagementAndGeneral
Fundraising22151Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total351741Total
Program Services303547ProgramServices
Management And General43434ManagementAndGeneral
Fundraising4760Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total253556Total
Management And General253556ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total586491Total
Program Services513075ProgramServices
Management And General73416ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total119754Total
Program Services104764ProgramServices
Management And General14990ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
ENERGY EFF. INCENTIVES101558437101558437
DUES/MEMBERSHIPS24417221360730565
MISCELLAENOUS EXPENSES13683510519530918722
ENERGY RATING FEES2811628116

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total142966616Total
Program Services137276872ProgramServices
Management And General5100560ManagementAndGeneral
Fundraising589184Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY395284BOY
EOY3459989EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY877297BOY
EOY1948824EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY10754381BOY
EOY9160883EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY278879BOY
EOY446439EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis7462120LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1987716LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY5455464BOY
EOY5474404EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY425082BOY
EOY500395EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY2690BOY
EOY6053EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY18189077BOY
EOY20996987EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY3217610BOY
EOY3842118EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY3419984BOY
EOY3157157EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY3733532BOY
EOY3622772EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY1002351EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY10371126BOY
EOY11624398EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY7817951BOY
EOY9372589EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7817951BOY
EOY9372589EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY18189077BOY
EOY20996987EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses1486808ReconcilationRevenueExpenses
Reconcilation Other Changes67830ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years40825287CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years40559905CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years71480048CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10715312CurrentTaxYearMinus1Year
Current Tax Year5823901CurrentTaxYear
Total169404453Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years6366509CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years24301405CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years35243951CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year147593740CurrentTaxYearMinus1Year
Current Tax Year138597461CurrentTaxYear
Total352103066Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years47191796CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years64861310CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years106723999CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year158309052CurrentTaxYearMinus1Year
Current Tax Year144421362CurrentTaxYear
Total521507519Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total509521507519PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years173812CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years172415CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years110174CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year71587CurrentTaxYearMinus1Year
Current Tax Year30079CurrentTaxYear
Total558067Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years173812CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years172415CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years110174CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year71587CurrentTaxYearMinus1Year
Current Tax Year30079CurrentTaxYear
Total558067Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years47365608CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years65033725CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years106834173CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year158380639CurrentTaxYearMinus1Year
Current Tax Year144451441CurrentTaxYear
Total522065586Total
FieldValueIRS element (for citing)
Public Support Percentage5090.99890PublicSupportPercentage509
Prior Year Support Percentage0.99850PriorYearSupportPercentage
Investment Income Percentage0.00110InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.00150PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals90000FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals90000FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals142876616FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals142966616FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals1000000FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals250000FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus31000000CurrentYearMinus3
Current Year Minus21000000CurrentYearMinus2
Current Year Minus11000000CurrentYearMinus1
Current Year1000000CurrentYear
Total4000000Total
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus373168CurrentYearMinus3
Current Year Minus274000CurrentYearMinus2
Current Year Minus190000CurrentYearMinus1
Current Year90000CurrentYear
Total327168Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3250000CurrentYearMinus3
Current Year Minus2250000CurrentYearMinus2
Current Year Minus1250000CurrentYearMinus1
Current Year250000CurrentYear
Total1000000Total
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmount

Schedule D IRS990ScheduleD

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis4891561OtherCostOrOtherBasis
Depreciation676453Depreciation
Book Value4215108BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis2570559OtherCostOrOtherBasis
Depreciation1311263Depreciation
Book Value1259296BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings5474404TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDEPOSIT LIABILITYDescription
Amount$1,002,351Amount
FieldValueIRS element (for citing)
Total Of Amounts1002351TotalOfAmounts
Total Revenue144453424TotalRevenue
Total Expenses142966616TotalExpenses
Excess Or Deficit For Year1486808ExcessOrDeficitForYear
Net Unrealized GL On Investments67830NetUnrealizedGLOnInvestments
Total Adjustments67830TotalAdjustments
Excess Or Deficit Per FS1554638ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt144515397TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments67830NetUnrealizedGainsInvestments
Revenue Not Rptd F99067830RevenueNotRptdF990
Revenue Subtotal144447567RevenueSubtotal
Investment Expenses Not Included5857InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt5857RevenueNotRptdOnFinStmt
Total Revenue Per Form990144453424TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt142960759TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal142960759ExpensesSubtotal
Investment Expenses Not Included25857InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt5857ExpensesNotRptdOnFinStmt
Total Expenses Per Form990142966616TotalExpensesPerForm990

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
WISCONSIN COMMUNITY ACTION PROGRAM ASSOCIATION INC
1310 MENDOTA STREET 107MADISONWI53714391209035501(C)(3)60000ADVOCATE FOR ENERGY NEEDS OF LOW-INCOME HOUSEHOLDS
CITIZENS UTILITY BOARD OF WISCONSIN INC
16 NORTH CARROLL STREET 530MADISONWI53703391555109501(C)(3)30000SUPPORT FOR CLEAN ENERGY PROGRAM
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants2TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: WECC RECEIVES PERIODIC PERFORMANCE REPORTS FROM GRANTEES.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
MARY WOOLSEY SCHLAEFER
1399410102500000108160151782000
KEN PIENTKA
1448760202500000142330161134000

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION B, LINE 11THE 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, THE FORM 990 IS DISTRIBUTED TO THE FULL BOARD OF DIRECTORS WITH AN OPPORTUNITY FOR THEM TO ASK QUESTIONS AND MAKE COMMENTS OR RECOMMEND CHANGES BEFORE THE FINAL COPY IS FILED.
CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE SENT TO EACH DIRECTOR ALONG WITH A COPY OF THE CONFLICT OF INTEREST POLICY. DIRECTORS ARE ASKED TO COMPLETE THE DISCLOSURE STATEMENTS, EVEN IF THEY DON'T HAVE ANY CONFLICTS TO DISCLOSE, AND RETURN THEM TO WECC'S EXECUTIVE DIRECTOR FOR REVIEW. CONFLICTS WOULD BE ADDRESSED BY THE BOARD OF DIRECTORS.FORM 990, PART VI, SECTION B, LINE 12C
EXECUTIVE DIRECTOR: ANNUALLY, THE BOARD EXECUTIVE COMMITTEE SOLICITS PERFORMANCE FEEDBACK ON THE EXECUTIVE DIRECTOR, 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 B, LINE 15
AVAILABLE UPON REQUEST.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 67,830.FORM 990, PART XI, LINE 5:

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