Consortium for Energy Efficiency INC FY2021 filing

Tax-deductible

Middleton, MA501(c)(3)EnvironmentEIN 68-0257528

As the consortium for energy efficiency, united states and canadian efficiency program administrators develop cutting-edge strategies to accelerate commercialization of energy efficient solutions to benefit gas and electric customers, utility systems, and the environment.

501(c)(3) charity; gifts are tax-deductible.
67¢ of each $1 spent went to programs.
$732K 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

FY2021 · 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
4 of 5
filings with a surplus
Average surplus $273K a year · 7% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
67%
of spending
Fine: 67% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$732K
to officers and key staff · 24% of spending
Worth a look: pay to officers and key staff is 24% of spending; over 20%.
Pt VII · Sec A
Cash reserves
11 mo
of spending, in cash
Looks good: 10.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$714K
18% of total assets
Looks good: liabilities are 18% of assets; 50% or less.
Pt X · Ln 26
Independent board members
20
of 20 voting members
Looks good: 20 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.7M
+5% vs prior year
Spent
$3.0M
To programs
67%
Net assets
$3.2M
By yearFY2020–FY2024
Revenue
$3.7M
FY2021▲ +5%
Revenue by fiscal year
FY2020$3.5M
FY2021$3.7M
FY2022$3.7M
FY2023$3.9M
FY2024$3.7M
Expenses
$3.0M
FY2021▼ -4%
Expenses by fiscal year
FY2020$3.2M
FY2021$3.0M
FY2022$3.4M
FY2023$3.6M
FY2024$3.9M
Net assets
$3.2M
FY2021▲ +26%
Net assets by fiscal year
FY2020$2.5M
FY2021$3.2M
FY2022$3.4M
FY2023$3.7M
FY2024$3.5M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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 Jun 1996.

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

Where the money goes

67 cents of each dollar spent went to programs.

Program services 67% · $2.0M Management & general 33% · $1.0M

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

Who runs it and what they're paid

26 people listed on the 990; $732K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$346,143Pt VII · Sec A
Deputy Director
$140,714Pt VII · Sec A
Director of Finance & Admi
$125,624Pt VII · Sec A
Principal Program Manager
$119,754Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

John a Taylor’s $258K as Executive Director is at the 94th percentile of top reported officer pay among 1851 $1–10M 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 · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Edward Wisniewski—$125,342$292,978$346,143$351,807
John a Taylor$257,621————
John Ataylor—$195,381$158,093$140,714$139,585
Jack F Monte$150,402$133,931$131,313$125,624$126,789
Alice R Altieri$140,794$125,323———
Arlene J Lanciani———$119,754$124,012
Ryan Hamilton$123,964————
Hale a Foster—$119,929———

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 Consortium for Energy Efficiency INC 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

Develops strategies to accelerate energy-efficient solutions for customers, utilities, and the environment.

Provided by the organization

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1 program service account for $2.0M of program spending, described in the organization's own filed words · FY2021.
01

Utility experts managed the pipeline of future opportunities through the emerging technologies collaborative. These members evaluated new technologies and approaches against honed criteria to identify opportunities for programs to SUCCEED.IN addition to supporting traditional initiatives, the organization continued work to represent the…

$2.0Mprogram expense

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By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$3.7M
Ln 12
Gifts and grantsLn 1h$3.5M
Other incomeLn 4–11$182K
Investment incomeLn 3$1K
Money outPt IX
$3.0M
Ln 25
Programscol B$2.0M
Managementcol C$1.0M
Owns and owesPt X
$3.2M
net assets · Ln 32
Cash and savingsLn 1–2$2.7M
Total assetsLn 16$3.9M
LiabilitiesLn 26$714K
PeoplePt VI, VII
26
listed · VII A
PaidVII A4
Voting boardVI 1a20
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.5M
Investment incomeLn 3$1K
Other incomeLn 4–11$182K
Total revenueLn 12$3.7M
Assets in detailPt X, end of year
CashLn 1$148K
SavingsLn 2$2.6M
Cash and savings togetherLn 1–2$2.7M
Land, buildings, equipmentLn 10c$37K
Other assetsLn 15$84K
Total assetsLn 16$3.9M
LiabilitiesLn 26$714K
Net assetsLn 32$3.2M
OperationsPt I, VI
EmployeesI 527
VolunteersI 60
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 FY21End FY21
Cash and savingsLn 1–2$2.6M$2.7M
Land, buildings, equipmentLn 10c$43K$37K
Total assetsLn 16$3.1M$3.9M
LiabilitiesLn 26$575K$714K
Net assetsLn 32$2.5M$3.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$379K$8K$371K
Other salaries and wagesLn 7$1.7M$1.3M$358K
Pension plan contributionsLn 8$46K$35K$11K
Other employee benefitsLn 9$147K$106K$41K
Payroll taxesLn 10$145K$95K$50K
Legal feesLn 11b$57K$37K$20K
Accounting feesLn 11c$27K$18K$9K
Other fees for servicesLn 11g$8K$6K$3K
Office expensesLn 13$36K$24K$13K
Information technologyLn 14$137K$90K$48K
OccupancyLn 16$154K$101K$54K
TravelLn 17$8K$8K
Conferences, conventions and meetingsLn 19$13K$8K$4K
Depreciation, depletion and amortizationLn 22$23K$15K$8K
InsuranceLn 23$19K$12K$7K
Other expenses (24a–d)Ln 24$168K$164K$4K
All other expensesLn 24e−$16K−$17K$1K
Total functional expensesLn 25$3.0M$2.0M$1.0M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $3.7M$3.9M−$112K$3.5M 990 PDF
FY2023 $3.9M$3.6M$213K$3.7M 990 PDF
FY2022 $3.7M$3.4M$267K$3.4M 990 PDF
FY2021 Viewing $3.7M$3.0M$644K$3.2M 990 PDF
FY2020 $3.5M$3.2M$353K$2.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $3,677,638 across 6 lines filed
VIII-1b Membership dues$2,680,231
VIII-1f All other contributions, gifts and grants$813,828
VIII-1h Total contributions, gifts and grants$3,494,059
VIII-3 Investment incomeExcluded from tax $1,424$1,424
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $182,155$182,155
VIII-12 Total revenueRelated to mission $182,155 · Unrelated business $0 · Excluded from tax $1,424$3,677,638
Part IX · Statement of functional expenses $3,034,095 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $7,572 · Management $371,030$378,602
IX-7 Other salaries and wagesPrograms $1,323,747 · Management $357,837$1,681,584
IX-8 Pension plan contributionsPrograms $35,376 · Management $10,629$46,005
IX-9 Other employee benefitsPrograms $106,199 · Management $41,271$147,470
IX-10 Payroll taxesPrograms $94,635 · Management $50,422$145,057
IX-11b Legal feesPrograms $36,970 · Management $19,698$56,668
IX-11c Accounting feesPrograms $17,810 · Management $9,490$27,300
IX-11g Other fees for servicesPrograms $5,527 · Management $2,945$8,472
IX-13 Office expensesPrograms $23,720 · Management $12,638$36,358
IX-14 Information technologyPrograms $89,552 · Management $47,714$137,266
IX-16 OccupancyPrograms $100,775 · Management $53,693$154,468
IX-17 TravelPrograms $8,181$8,181
IX-19 Conferences, conventions and meetingsPrograms $8,223 · Management $4,381$12,604
IX-22 Depreciation, depletion and amortizationPrograms $15,327 · Management $8,166$23,493
IX-23 InsurancePrograms $12,293 · Management $6,550$18,843
IX-24 Other expenses (24a–d)Programs $163,547 · Management $4,027$167,574
IX-24e All other expensesPrograms −$17,113 · Management $1,263−$15,850
IX-25 Total functional expensesPrograms $2,032,341 · Management $1,001,754 · Fundraising $0$3,034,095
Part X · Balance sheet $3,900,688 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $318,954$147,731
X-2 Savings and temporary cash investmentsStart of year $2,300,003$2,600,003
X-3 Pledges and grants receivableStart of year $175,000$441,765
X-4 Accounts receivableStart of year $149,295$384,414
X-9 Prepaid expenses and deferred chargesStart of year $30,974$74,572
X-10c Land, buildings and equipment, netStart of year $43,183$37,088
X-14 Intangible assets$131,313
X-15 Other assetsStart of year $35,349$83,802
X-16 Total assetsStart of year $3,105,698$3,900,688
X-17 Accounts payable and accrued expensesStart of year $239,230$257,294
X-19 Deferred revenueStart of year $221,760$361,681
X-25 Other liabilitiesStart of year $114,198$95,194
X-26 Total liabilitiesStart of year $575,188$714,169
X-27 Net assets without donor restrictionsStart of year $2,005,327$2,302,126
X-28 Net assets with donor restrictionsStart of year $525,183$884,393
X-32 Total net assets or fund balancesStart of year $2,530,510$3,186,519
X-33 Total liabilities and net assetsStart of year $3,105,698$3,900,688
Part XI · Reconciliation of net assets $3,186,519 net assets at year end
XI-1 Total revenue$3,677,638
XI-2 Total expenses$3,034,095
XI-3 Revenue less expenses$643,543
XI-4 Net assets at start of year$2,530,510
XI-5 Net unrealized gains (losses) on investments$12,466
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,186,519

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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