Smart Energy Consumer Collaborative continued to advance the groundwork for partnership and set the stage for a Consumer-safe, Consumer-friendly and Consumer-approved modern electric grid in the u.s. By following a threefold agenda of listening to consumers via primary Consumer research, educating consumers and stakeholders via in-house information mediums and collaborating with stakeholders via in-person events and outreach. Ultimately, secc's vision is that consumers have an understanding of the benefits of Smart Energy.

501(c)(3) charity; gifts are tax-deductible.
69¢ of each $1 spent went to programs.
$245K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average deficit $41K a year · 6% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
69%
of spending
Fine: 69% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$245K
to officers and key staff · 36% of spending
Concern: pay to officers and key staff is 36% of spending; over 30%.
Pt VII · Sec A
9 mo
of spending, in cash
Looks good: 8.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $15K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$7K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
21
of 21 voting members
Looks good: 21 of 21 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$538K
-24% vs prior year
Spent
$688K
To programs
69%
Net assets
$490K
By yearFY2020–FY2024
Revenue
$538K
FY2023▼ -24%
Tap a bar for its year
Revenue by fiscal year
FY2020$869K
FY2021$809K
FY2022$710K
FY2023$538K
FY2024$458K
Expenses
$688K
FY2023▼ -1%
Tap a bar for its year
Expenses by fiscal year
FY2020$826K
FY2021$673K
FY2022$696K
FY2023$688K
FY2024$704K
Net assets
$490K
FY2023▼ -23%
Tap a bar for its year
Net assets by fiscal year
FY2020$490K
FY2021$626K
FY2022$640K
FY2023$490K
FY2024$244K

From the FY2023 Form 990 · see the original

Give Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 2011.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

69 cents of each dollar spent went to programs.

Program services 69% · $475K Management & general 21% · $145K Fundraising 10% · $68K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

23 people listed on the 990; $245K paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO
$137,801Pt VII · Sec A
Deputy Director
$107,542Pt VII · Sec A
Director & Secretary
$0Pt VII · Sec A
Director & Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Jason McGrade’s $105K as Deputy Director is at the 84th percentile of top reported officer pay among 1989 $100K–1M environment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Patricia Durand———$16,274$151,486
Nathan Shannon—$137,801$129,561$116,001$91,270
Jason McGrade$105,313$107,542$102,594——
Greg Schwartz———$39,801$91,270

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Smart Energy Consumer Collaborative executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Advocates for a modern electric grid that benefits and is understood by consumers.

Questions for Smart Energy Consumer Collaborative

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Provided by the organization

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3 programs · $475K · in their own filed words · FY2023
01

Research

In 2023, secc released three pieces of research and three companion white papers seeking to better understand smart energy consumers their perceptions, attitudes and needs and then leverage this understanding to formulate actions that utilities and other energy service providers can take to better serve and engage with their customers.

$246Kprogram expense
02

Collaboration

During 2023, secc continued to maintain its unique membership base, including technology vendors and consultants, energy providers and affiliates, and added ten new members indicating the value in the research and educational materials produced as well as the collaboration facilitated.

$138Kprogram expense
03

Education

In 2023, secc continued to produce educational resources and increase learning opportunities. Through a volunteer-based education and outreach committee, members worked together to improve consumer awareness and understanding of modernized electrical systems by recognizing smart energy success, expanding available resources to…

$92Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2021
Total grants receivedfrom 1 funder$15K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$538K
Ln 12
Fees for servicesLn 2g$442K
Gifts and grantsLn 1h$97K
Money outPt IX
$688K
Ln 25
Programscol B$475K
Managementcol C$145K
Fundraisingcol D$68K
Owns and owesPt X
$490K
net assets · Ln 32
Cash and savingsLn 1–2$497K
Total assetsLn 16$497K
LiabilitiesLn 26$7K
PeoplePt VI, VII
23
listed · VII A
PaidVII A2
Voting boardVI 1a21
IndependentVI 1b21
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$97K
Fees for servicesLn 2g$442K
Total revenueLn 12$538K
Assets in detailPt X, end of year
CashLn 1$188K
SavingsLn 2$309K
Cash and savings togetherLn 1–2$497K
Total assetsLn 16$497K
LiabilitiesLn 26$7K
Net assetsLn 32$490K
OperationsPt I, VI
EmployeesI 56
VolunteersI 6140
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$649K$497K
Total assetsLn 16$649K$497K
LiabilitiesLn 26$10K$7K
Net assetsLn 32$640K$490K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$127K$83K$25K$19K
Other salaries and wagesLn 7$271K$176K$54K$41K
Payroll taxesLn 10$30K$20K$6K$5K
Legal feesLn 11b$814$407$407
Accounting feesLn 11c$3K$3K
Other fees for servicesLn 11g$8K$8K
Office expensesLn 13$456$228$228
TravelLn 17$1K$1K$118$59
Conferences, conventions and meetingsLn 19$17K$15K$337$1K
InsuranceLn 23$3K$3K$286
Other expenses (24a–d)Ln 24$214K$165K$48K$541
All other expensesLn 24e$13K$7K$5K$638
Total functional expensesLn 25$688K$475K$145K$68K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $458K$704K−$246K$244K 990 PDF
FY2023 Viewing $538K$688K−$150K$490K 990 PDF
FY2022 $710K$696K$14K$640K 990 PDF
FY2021 $809K$673K$136K$626K 990 PDF
FY2020 $869K$826K$43K$490K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $538,338 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $139,431$96,700
I-9 Program service revenuePrior year $570,256$441,638
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $709,687$538,338
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $404,767$428,519
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $291,282$259,620
I-18 Total expensesPrior year $696,049$688,139
I-19 Revenue less expensesPrior year $13,638−$149,801
Part VI · Governance 21 of 21 board members independent, no flags
VI-1a Voting members of the governing body21
VI-1b Independent voting members21
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $538,338 across 4 lines filed
VIII-1f All other contributions, gifts and grants$96,700
VIII-1h Total contributions, gifts and grants$96,700
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $441,638$441,638
VIII-12 Total revenueRelated to mission $441,638 · Unrelated business $0 · Excluded from tax $0$538,338
Part IX · Statement of functional expenses $688,139 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $82,718 · Management $25,452 · Fundraising $19,089$127,259
IX-7 Other salaries and wagesPrograms $176,035 · Management $54,165 · Fundraising $40,623$270,823
IX-10 Payroll taxesPrograms $19,784 · Management $6,087 · Fundraising $4,566$30,437
IX-11b Legal feesManagement $407 · Fundraising $407$814
IX-11c Accounting feesManagement $2,550$2,550
IX-11g Other fees for servicesPrograms $7,975$7,975
IX-13 Office expensesPrograms $228 · Management $228$456
IX-17 TravelPrograms $1,006 · Management $118 · Fundraising $59$1,183
IX-19 Conferences, conventions and meetingsPrograms $15,154 · Management $337 · Fundraising $1,347$16,838
IX-23 InsuranceManagement $2,576 · Fundraising $286$2,862
IX-24 Other expenses (24a–d)Programs $165,416 · Management $48,207 · Fundraising $541$214,164
IX-24e All other expensesPrograms $6,885 · Management $5,255 · Fundraising $638$12,778
IX-25 Total functional expensesPrograms $475,201 · Management $145,382 · Fundraising $67,556$688,139
Part X · Balance sheet $497,044 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $340,617$188,259
X-2 Savings and temporary cash investmentsStart of year $308,785$308,785
X-16 Total assetsStart of year $649,402$497,044
X-17 Accounts payable and accrued expensesStart of year $9,548$6,991
X-26 Total liabilitiesStart of year $9,548$6,991
X-27 Net assets without donor restrictionsStart of year $639,854$490,053
X-32 Total net assets or fund balancesStart of year $639,854$490,053
X-33 Total liabilities and net assetsStart of year $649,402$497,044
Part XI · Reconciliation of net assets $490,053 net assets at year end
XI-1 Total revenue$538,338
XI-2 Total expenses$688,139
XI-3 Revenue less expenses−$149,801
XI-4 Net assets at start of year$639,854
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$490,053

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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