Core helps our Community save energy through energy Efficiency and renewable energy.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
$219K 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
1 of 5
filings with a surplus
Average deficit $208K a year · 9% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$219K
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
13 mo
of spending, in cash
Looks good: 13.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $200K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$305K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 10 voting members
Looks good: 9 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.1M
+11% vs prior year
Spent
$1.9M
To programs
90%
Net assets
$5.0M
By yearFY2020–FY2024
Revenue
$2.1M
FY2021▲ +11%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.9M
FY2021$2.1M
FY2022$2.2M
FY2023$2.5M
FY2024$3.1M
Expenses
$1.9M
FY2021▼ -25%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.6M
FY2021$1.9M
FY2022$2.4M
FY2023$2.6M
FY2024$3.4M
Net assets
$5.0M
FY2021▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2020$4.8M
FY2021$5.0M
FY2022$4.7M
FY2023$5.1M
FY2024$4.9M

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 Apr 1995.

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

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $1.7M Management & general 10% · $197K

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

15 people listed on the 990; $219K paid to officers and key staff.

Part VII, Section A · reportable compensation
$103,584Pt VII · Sec A
Exec Dir/Sec Thru 11/30
$94,568Pt VII · Sec A
Interim Exec Dir from 12/01
$20,750Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A

John Dougherty’s $144K as Executive Director is at the 60th 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 · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
John Dougherty$144,000$61,500$81,000$20,750—
Dallas Blaney—$122,166$53,997——
Paul Treadway———$103,584—
Mona Newton———$94,568$102,627

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 Community Office for Resource Efficiency 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

Helps communities save energy and reduce emissions by providing energy efficiency programs, renewable energy solutions, and coal mine methane mitigation research.

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Provided by the organization

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3 programs · $1.7M · in their own filed words · FY2021
01

Grant Program Management

Funded from the ASPEN/PITKIN county renewable energy mitigation program (remp). Grant programs include udall new initiative, design assistance, community, and net zero home grants. Core has funded projects for municipal buildings, employee housing, schools, residential properties and commercial entities.

$1.4Mprogram expense
02

Energy Smart Program Management

Provides low-cost home energy assessments. Offers residential and commercial rebates for energy-efficiency upgrades and renewable energy projects in the roaring fork valley. Core administers rebates for the city of aspen and connects clients to rebates from their utility companies.

$293Kprogram expense
03

Income-Qualified Program

Extends to moderate income families to upgrade their homes for improved comfort, safety and energy efficiency. Income qualified residents of pitkin and eagle counties in the roaring fork valley receive free program benefits including home energy assessments, energy upgrades, and energy advising.

$17Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$200K
Grants paid · 86 grants · $3.9M · 2020–2024
Unitemized GrantFY2024$107,964
Town of Snowmass VillageFY2024$50,000
The Farm CollaborativeCO · FY2024$50,000
Aspen Skiing CompanyFY2024$40,000
Town of BasaltFY2024$32,000
Stotts MillFY2024$25,000
Aspen Mountain ResidencesFY2024$25,000
Miss Stephanies House LLCFY2024$22,500
Cottle Carr and Yaw ArchitectsFY2024$20,000
Ajax Mountain AssociatesFY2024$14,932
Unitemized GrantFY2023$118,320
Aspen Skiing CompanyCO · FY2023$100,000
Individual RecipientFY2023$60,000
City of AspenFY2023$50,000
Individual RecipientFY2023$25,000
Individual RecipientFY2023$25,000
Individual RecipientFY2023$16,853
See all 86 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$2.1M
Ln 12
Gifts and grantsLn 1h$2.0M
Fees for servicesLn 2g$118K
Investment incomeLn 3$6K
Money outPt IX
$1.9M
Ln 25
Programscol B$1.7M
Managementcol C$197K
Owns and owesPt X
$5.0M
net assets · Ln 32
Cash and savingsLn 1–2$2.1M
Total assetsLn 16$5.3M
LiabilitiesLn 26$305K
PeoplePt VI, VII
15
listed · VII A
PaidVII A3
Voting boardVI 1a10
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.0M
Government grantsLn 1e$2.0M
Fees for servicesLn 2g$118K
Investment incomeLn 3$6K
Total revenueLn 12$2.1M
Assets in detailPt X, end of year
CashLn 1$181K
SavingsLn 2$1.9M
Cash and savings togetherLn 1–2$2.1M
InvestmentsLn 11–13$1.3M
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$4K
Total assetsLn 16$5.3M
LiabilitiesLn 26$305K
Net assetsLn 32$5.0M
OperationsPt I, VI
EmployeesI 510
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$3.3M$2.1M
InvestmentsLn 11–13$1.3M
Land, buildings, equipmentLn 10c$3K$0
Total assetsLn 16$5.1M$5.3M
LiabilitiesLn 26$286K$305K
Net assetsLn 32$4.8M$5.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$604K$604K
Grants to domestic individualsLn 2$224K$224K
Pay of current officers, directors and key staffLn 5$198K$181K$17K
Other salaries and wagesLn 7$460K$355K$105K
Pension plan contributionsLn 8$20K$16K$4K
Other employee benefitsLn 9$61K$52K$9K
Payroll taxesLn 10$52K$42K$9K
Management feesLn 11a$37K$31K$7K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$29K$29K
Other fees for servicesLn 11g$74K$69K$5K
Advertising and promotionLn 12$98K$98K
Office expensesLn 13$5K$4K$956
Information technologyLn 14$4K$3K$747
OccupancyLn 16$39K$32K$7K
TravelLn 17$2K$2K
Conferences, conventions and meetingsLn 19$6K$6K
Depreciation, depletion and amortizationLn 22$564$564
InsuranceLn 23$7K$5K$1K
Total functional expensesLn 25$1.9M$1.7M$197K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $3.1M$3.4M−$238K$4.9M 990 PDF
FY2023 $2.5M$2.6M−$92K$5.1M 990 PDF
FY2022 $2.2M$2.4M−$265K$4.7M 990 PDF
FY2021 Viewing $2.1M$1.9M$200K$5.0M 990 PDF
FY2020 $1.9M$2.6M−$644K$4.8M 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 FY2021 990 (6 parts)
Part I · Summary $2,122,101 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,730,717$1,997,822
I-9 Program service revenuePrior year $153,599$118,367
I-10 Investment incomePrior year $28,348$5,912
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,912,664$2,122,101
I-13 Grants and similar amounts paidPrior year $1,421,026$828,223
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $822,637$790,670
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $313,339$303,458
I-18 Total expensesPrior year $2,557,002$1,922,351
I-19 Revenue less expensesPrior year −$644,338$199,750
Part VI · Governance 9 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members9
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 $2,122,101 across 5 lines filed
VIII-1e Government grants$1,997,822
VIII-1h Total contributions, gifts and grants$1,997,822
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $118,367$118,367
VIII-3 Investment incomeExcluded from tax $5,912$5,912
VIII-12 Total revenueRelated to mission $118,367 · Unrelated business $0 · Excluded from tax $5,912$2,122,101
Part IX · Statement of functional expenses $1,922,351 across 19 lines filed
IX-1 Grants to domestic organizationsPrograms $604,193$604,193
IX-2 Grants to domestic individualsPrograms $224,030$224,030
IX-5 Pay of current officers, directors and key staffPrograms $180,922 · Management $17,230$198,152
IX-7 Other salaries and wagesPrograms $354,664 · Management $105,430$460,094
IX-8 Pension plan contributionsPrograms $16,327 · Management $3,669$19,996
IX-9 Other employee benefitsPrograms $51,683 · Management $9,201$60,884
IX-10 Payroll taxesPrograms $42,186 · Management $9,358$51,544
IX-11a Management feesPrograms $30,544 · Management $6,805$37,349
IX-11b Legal feesManagement $1,556$1,556
IX-11c Accounting feesManagement $28,959$28,959
IX-11g Other fees for servicesPrograms $69,344 · Management $5,093$74,437
IX-12 Advertising and promotionPrograms $97,670$97,670
IX-13 Office expensesPrograms $4,288 · Management $956$5,244
IX-14 Information technologyPrograms $3,354 · Management $747$4,101
IX-16 OccupancyPrograms $31,874 · Management $7,101$38,975
IX-17 TravelPrograms $2,113$2,113
IX-19 Conferences, conventions and meetingsPrograms $5,969$5,969
IX-22 Depreciation, depletion and amortizationPrograms $564$564
IX-23 InsurancePrograms $5,333 · Management $1,188$6,521
IX-25 Total functional expensesPrograms $1,725,058 · Management $197,293 · Fundraising $0$1,922,351
Part X · Balance sheet $5,269,827 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $37,456$181,166
X-2 Savings and temporary cash investmentsStart of year $3,301,719$1,915,425
X-3 Pledges and grants receivableStart of year $1,701,830$1,771,000
X-4 Accounts receivableStart of year $802$119,614
X-9 Prepaid expenses and deferred charges$2,679
X-10c Land, buildings and equipment, netStart of year $2,735$0
X-11 Publicly traded securities$1,276,391
X-15 Other assetsStart of year $9,604$3,552
X-16 Total assetsStart of year $5,054,146$5,269,827
X-17 Accounts payable and accrued expensesStart of year $140,608$168,122
X-25 Other liabilitiesStart of year $12,000$3,764
X-26 Total liabilitiesStart of year $286,108$304,974
X-27 Net assets without donor restrictionsStart of year $1,991,733$1,534,340
X-28 Net assets with donor restrictionsStart of year $2,776,305$3,430,513
X-32 Total net assets or fund balancesStart of year $4,768,038$4,964,853
X-33 Total liabilities and net assetsStart of year $5,054,146$5,269,827
Part XI · Reconciliation of net assets $4,964,853 net assets at year end
XI-1 Total revenue$2,122,101
XI-2 Total expenses$1,922,351
XI-3 Revenue less expenses$199,750
XI-4 Net assets at start of year$4,768,038
XI-5 Net unrealized gains (losses) on investments−$2,935
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,964,853

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

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