Transform our communities with accessible, equitable, and creative financial solutions that build a clean energy economy.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
Run by 2 volunteers and 1 employee.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$75K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
209 mo
of spending, in cash
Looks good: 208.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $25K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$10.2M
96% of total assets
Concern: liabilities are 96% of assets; over 80%.
Pt X · Ln 26
Independent board members
2
of 3 voting members
Looks good: 2 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$822K
Spent
$472K
To programs
88%
Net assets
$434K

From the FY2025 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 2023.

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

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $416K Management & general 12% · $55K Fundraising 0% · $662

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

3 people listed on the 990; $75K paid to officers and key staff.

Part VII, Section A · reportable compensation
Chief Executive Officer & Board Member
$74,848Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Shawna Cuan’s $75K as Chief Executive Officer & Board Member is at the 53rd percentile of top reported officer pay among 312 $100K–1M science & technology 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.

See Sustainenergyfinance 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

Sustainenergyfinance is a science and technology nonprofit based in Salt Lake Cty, UT, formed in 2023.

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Provided by the organization

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1 program · $416K · in their own filed words · FY2025
01

During the year, SustainEnergyFinance (SEF) accomplished the following: 1) Served 398 Utah households. 2) Created or supported 1,446 jobs. 3) Achieved $52,000 in annual energy cost savings. 4) Avoided 644 metric tons of CO2e in annual greenhouse gas emissions.

$416Kprogram 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 · FY2024
Total grants receivedfrom 1 funder$25K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$822K
Ln 12
Gifts and grantsLn 1h$414K
Investment incomeLn 3$338K
Fees for servicesLn 2g$70K
Money outPt IX
$472K
Ln 25
Programscol B$416K
Managementcol C$55K
Fundraisingcol D$662
Owns and owesPt X
$434K
net assets · Ln 32
Cash and savingsLn 1–2$8.2M
Total assetsLn 16$10.6M
LiabilitiesLn 26$10.2M
PeoplePt VI, VII
3
listed · VII A
PaidVII A1
Voting boardVI 1a3
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$414K
Fees for servicesLn 2g$70K
Investment incomeLn 3$338K
Total revenueLn 12$822K
Assets in detailPt X, end of year
CashLn 1$184K
SavingsLn 2$8.0M
Cash and savings togetherLn 1–2$8.2M
Land, buildings, equipmentLn 10c$2K
Other assetsLn 15$0
Total assetsLn 16$10.6M
LiabilitiesLn 26$10.2M
Net assetsLn 32$434K
OperationsPt I, VI
EmployeesI 51
VolunteersI 62
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 FY25End FY25
Cash and savingsLn 1–2$19K$8.2M
Land, buildings, equipmentLn 10c$2K
Total assetsLn 16$23K$10.6M
LiabilitiesLn 26$0$10.2M
Net assetsLn 32$23K$434K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$75K$72K$3K$311
Pay of disqualified personsLn 6$12K$12K$467$52
Payroll taxesLn 10$7K$7K$254$28
Legal feesLn 11b$3K$3K$369$3
Accounting feesLn 11c$44K$39K$5K$39
Other fees for servicesLn 11g$260K$230K$29K$229
Office expensesLn 13$3K$3K
OccupancyLn 16$7K$375$6K
InterestLn 20$54K$54K$581
Depreciation, depletion and amortizationLn 22$285$285
InsuranceLn 23$6K$6K
All other expensesLn 24e$0$0$0$0
Total functional expensesLn 25$472K$416K$55K$662

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $822K$472K$350K$434K 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 FY2025 990 (6 parts)
Part I · Summary $821,852 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $29,684$413,966
I-9 Program service revenuePrior year $0$69,935
I-10 Investment incomePrior year $0$337,951
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $29,684$821,852
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 $0$94,134
I-16a Professional fundraising feesPrior year $3,695$0
I-17 Other expensesPrior year $3,321$378,111
I-18 Total expensesPrior year $7,016$472,245
I-19 Revenue less expensesPrior year $22,668$349,607
Part VI · Governance 2 of 3 board members independent, no flags
VI-1a Voting members of the governing body3
VI-1b Independent voting members2
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 $821,852 across 6 lines filed
VIII-1f All other contributions, gifts and grants$413,966
VIII-1h Total contributions, gifts and grants$413,966
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $69,935$69,935
VIII-3 Investment incomeExcluded from tax $337,951$337,951
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $69,935 · Unrelated business $0 · Excluded from tax $337,951$821,852
Part IX · Statement of functional expenses $472,245 across 13 lines filed
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $71,738 · Management $2,799 · Fundraising $311$74,848
IX-6 Pay of disqualified personsPrograms $11,981 · Management $467 · Fundraising $52$12,500
IX-10 Payroll taxesPrograms $6,504 · Management $254 · Fundraising $28$6,786
IX-11b Legal feesPrograms $2,881 · Management $369 · Fundraising $3$3,253
IX-11c Accounting feesPrograms $38,837 · Management $4,971 · Fundraising $39$43,847
IX-11g Other fees for servicesPrograms $230,220 · Management $29,303 · Fundraising $229$259,752
IX-13 Office expensesManagement $3,386$3,386
IX-16 OccupancyPrograms $375 · Management $6,293$6,668
IX-20 InterestPrograms $53,842 · Management $581$54,423
IX-22 Depreciation, depletion and amortizationManagement $285$285
IX-23 InsuranceManagement $6,497$6,497
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $416,378 · Management $55,205 · Fundraising $662$472,245
Part X · Balance sheet $10,628,763 assets, 14 lines filed
Asset lines not itemized here account for $1,980,000; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $19,473$183,901
X-2 Savings and temporary cash investmentsStart of year $0$8,033,282
X-4 Accounts receivableStart of year $0$364,080
X-9 Prepaid expenses and deferred chargesStart of year $3,673$65,079
X-10c Land, buildings and equipment, net$2,421
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $23,146$10,628,763
X-17 Accounts payable and accrued expenses$161,844
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $0$10,195,177
X-27 Net assets without donor restrictionsStart of year $23,146$116,785
X-28 Net assets with donor restrictions$316,801
X-32 Total net assets or fund balancesStart of year $23,146$433,586
X-33 Total liabilities and net assetsStart of year $23,146$10,628,763
Part XI · Reconciliation of net assets $433,586 net assets at year end
XI-1 Total revenue$821,852
XI-2 Total expenses$472,245
XI-3 Revenue less expenses$349,607
XI-4 Net assets at start of year$23,146
XI-6 Donated services and use of facilities$60,833
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$433,586

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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