Provide energy efficiency services to low income individuals and families to assist them in achieving greater economic independence.

98¢ of each $1 spent went to programs.
$104K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
Revoked
IRS exemption revoked
Concern: the IRS revoked its tax exemption.
IRS Auto-Revocation List
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average surplus $35K a year · 3% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$104K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Looks good: 3.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$306K
65% of total assets
Fine: liabilities are 65% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
1
of 2 voting members
Fine: 1 of 2 voting members are independent, half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
Spent
$1.2M
To programs
98%
Net assets
$161K
By yearFY2020–FY2022
Revenue
$1.2M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.2M
FY2021$1.6M
FY2022$993K
Expenses
$1.2M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.2M
FY2021$1.5M
FY2022$1.1M
Net assets
$161K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$161K
FY2021$321K
FY2022$241K

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim
IRS revoked this organization's tax-exempt status on May 15, 2026
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2022) →

Is it real?

No. The IRS revoked its tax exemption. Latest filing on record: FY2022. IRS ruling in Apr 1983.

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

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $1.2M Management & general 2% · $20K

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

4 people listed on the 990; $104K paid to officers and key staff.

Part VII, Section A · reportable compensation
Office Manager
$40,121Pt VII · Sec A
Office Assistant and Program Specialisst
$37,835Pt VII · Sec A
President / Executive Director
$25,711Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Joanne Festejo’s $42K as Office Manager is at the 30th percentile of top reported officer pay among 2168 $100K–1M human services 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

NameFY2022FY2021FY2020
Maura A D Guimaraes—$53,317—
Joanne Festejo$42,217$34,247$40,121
Cynthia Dark Price——$37,835
Elisabeth Adams$30,602$31,085$25,711

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.

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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
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Helps low-income families save money and gain independence through energy efficiency services.

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Provided by the organization

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2 programs · $1.2M · in their own filed words · FY2020
01

Enrolled 458 households into the Energy Savings Assistance program sponsored by the Southern California Gas Co. Established program eligibility. ASSERT's Subcontractor Reliable Energy performed the installation work.

$767Kprogram expense
02

Established eligibility and enrolled 595 individual households into the Energy Savings Assistance program being offered to customers of Southern California Edison Company. ASSERT's in-house installers replaced 18 old freezers and 266 refrigerators with energy efficient models.

$397Kprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.2M
Ln 12
Fees for servicesLn 2g$1.2M
Money outPt IX
$1.2M
Ln 25
Programscol B$1.2M
Managementcol C$20K
Owns and owesPt X
$161K
net assets · Ln 32
Cash and savingsLn 1–2$307K
Total assetsLn 16$467K
LiabilitiesLn 26$306K
PeoplePt VI, VII
4
listed · VII A
PaidVII A3
Voting boardVI 1a2
IndependentVI 1b1
2In more detail
Revenue in detailPt VIII
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$1.2M
Gains on assetsLn 7$0
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
CashLn 1$302K
SavingsLn 2$5K
Cash and savings togetherLn 1–2$307K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$39K
Other assetsLn 15$0
Total assetsLn 16$467K
LiabilitiesLn 26$306K
Net assetsLn 32$161K
OperationsPt I, VI
EmployeesI 515
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 FY20End FY20
Cash and savingsLn 1–2$164K$307K
InvestmentsLn 11–13$0$0
Land, buildings, equipmentLn 10c$39K$39K
Total assetsLn 16$303K$467K
LiabilitiesLn 26$165K$306K
Net assetsLn 32$138K$161K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$104K$93K$10K
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$138K$138K$0$0
Pension plan contributionsLn 8$0$0$0$0
Other employee benefitsLn 9$4K$4K$0$0
Payroll taxesLn 10$23K$14K$9K$0
Management feesLn 11a$0$0$0$0
Legal feesLn 11b$0$0$0$0
Accounting feesLn 11c$0$0$0$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$43K$43K$0$0
Advertising and promotionLn 12$0$0$0$0
Office expensesLn 13$21K$20K$1K$0
Information technologyLn 14$0$0$0$0
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$51K$51K$0$0
TravelLn 17$1K$1K$0$0
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$1K$1K$0$0
InterestLn 20−$27$0−$27$0
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$0$0$0$0
InsuranceLn 23$107K$107K$0$0
Other expenses (24a–d)Ln 24$691K$691K$0$0
Total functional expensesLn 25$1.2M$1.2M$20K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest $993K$1.1M−$80K$241K 990 PDF
FY2021 $1.6M$1.5M$161K$321K 990 PDF
FY2020 Viewing $1.2M$1.2M$23K$161K 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 FY2020 990 (6 parts)
Part I · Summary $1,207,825 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $1,651,496$1,207,825
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,651,496$1,207,825
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 $361,254$268,515
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,112,686$915,975
I-18 Total expensesPrior year $1,473,940$1,184,490
I-19 Revenue less expensesPrior year $177,556$23,335
Part VI · Governance 1 of 2 board members independent, no flags
VI-1a Voting members of the governing body2
VI-1b Independent voting members1
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 $1,207,825 across 8 lines filed
Lines not itemized here account for $1,207,825 of total revenue; see the IRS return.
VIII-1c Fundraising events$0
VIII-1h Total contributions, gifts and grants$0
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $1,207,825 · Unrelated business $0 · Excluded from tax $0$1,207,825
Part IX · Statement of functional expenses $1,184,490 across 30 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $93,301 · Management $10,366$103,667
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $137,561 · Management $0 · Fundraising $0$137,561
IX-8 Pension plan contributionsPrograms $0 · Management $0 · Fundraising $0$0
IX-9 Other employee benefitsPrograms $3,968 · Management $0 · Fundraising $0$3,968
IX-10 Payroll taxesPrograms $14,458 · Management $8,861 · Fundraising $0$23,319
IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11b Legal feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11c Accounting feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $43,297 · Management $0 · Fundraising $0$43,297
IX-12 Advertising and promotionPrograms $0 · Management $0 · Fundraising $0$0
IX-13 Office expensesPrograms $20,135 · Management $1,055 · Fundraising $0$21,190
IX-14 Information technologyPrograms $0 · Management $0 · Fundraising $0$0
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $51,457 · Management $0 · Fundraising $0$51,457
IX-17 TravelPrograms $1,457 · Management $0 · Fundraising $0$1,457
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $1,275 · Management $0 · Fundraising $0$1,275
IX-20 InterestPrograms $0 · Management −$27 · Fundraising $0−$27
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$0
IX-23 InsurancePrograms $106,795 · Management $0 · Fundraising $0$106,795
IX-24 Other expenses (24a–d)Programs $690,531 · Management $0 · Fundraising $0$690,531
IX-25 Total functional expensesPrograms $1,164,235 · Management $20,255 · Fundraising $0$1,184,490
Part X · Balance sheet $466,796 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $160,256$301,618
X-2 Savings and temporary cash investmentsStart of year $3,858$4,956
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $98,912$120,746
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-10c Land, buildings and equipment, netStart of year $39,476$39,476
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $302,502$466,796
X-17 Accounts payable and accrued expensesStart of year $87,943$193,055
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $0$35,847
X-26 Total liabilitiesStart of year $164,674$305,633
X-27 Net assets without donor restrictionsStart of year $137,828$161,163
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $137,828$161,163
X-33 Total liabilities and net assetsStart of year $302,502$466,796
Part XI · Reconciliation of net assets $161,163 net assets at year end
XI-1 Total revenue$1,207,825
XI-2 Total expenses$1,184,490
XI-3 Revenue less expenses$23,335
XI-4 Net assets at start of year$137,828
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$161,163

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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