Solar Initiative EIN 99-3531383 Form 990 (PDF) Claim this org

Solar Initiative

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Educates people about solar energy benefits and available programs. For fiscal year 2025 it reported $139K in revenue, $237K in expenses, and $-130K in net assets.Pt I

Type
Public charity (501(c)(3)) · Environment
Location
Indio, CA
Website
solarinitiative.com
Filings
2 on file (2024–2025)
Revenue
$139KFY2025
Expenses
$237K
Net assets
$-130K
People
2
Filings
2
Updates
0
More identity details & actions ⌄
EIN  99-3531383 Public charity (501(c)(3)) Indio, CA
Form 990 (PDF)
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Size
$100K–1M
What they do
Educates people about solar energy benefits and available programs.
Leadership
Helen Baker · Secretary, D
Money in and out
$139K revenue, $237K expenses
Bottom line
80% program efficiency
Where the money goes · FY2025
Total revenue
$139K
Pt VIII · Ln 12
Total expenses
$237K
Pt IX · Ln 25
Net assets
$-130K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$98K
Where spending went · Part IX cols B–D
Program services $0.80 Management & general $0.20
Program efficiency
80%
of spending reaches programs▼ -2% vs prior filing year
Operating runway
0.0mo
months of highly liquid reserves at operating expense rate▼ -100% vs prior filing year
Surplus margin
-70%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$139K
FY2025
Expenses
$237K
FY2025▲ +632%
Total assets
$4
FY2025▼ -100%
Total liabilities
$130K
FY2025▲ +270%
Total revenue
$139K
Pt VIII · Ln 12
Total expenses
$237K
Pt IX · Ln 25
Net assets
$-130K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$98K
Total assetsPt X · Ln 16$4
Program-expense ratioPt IX · col B80%
Voting members of governing bodyPt I · Ln 32
Independent voting membersPt I · Ln 42

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CSolar Initiative
EINHdr · item D99-3531383
Principal addressHdr · item CIndio, CA
WebsiteHdr · item Jsolarinitiative.com
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEnvironment (C99)
Ruling yearIRS BMFJul 2024

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a2
Independent voting membersPt VI · Ln 1b2
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Secretary, D
$0Pt VII · Sec A
President, D
$0Pt VII · Sec A
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Mission & Programs · Part III

Where the work happens

1 program service, described in the organization's own filed words · FY2025.
01

Provide education on benefits and programs related to solar

Pt IX · col B

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Statement of Revenue

Part VIII
Program service revenue100%$139K
Total revenueLn 12$139K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.80 Management & general $0.20
Program services80%$190K
Management & general20%$46K
Total functional expensesLn 25$237K

Balance Sheet

Part X · end of year
CashLn 1$4
Total assetsLn 16$4
Total liabilitiesLn 26$130K
Total net assetsLn 32$-130K
Months of cash on handcomputed0.0

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $4 · Operating expenses/yr $237K
0.0 months
Where the money goes
Program services
Program services $190K · Total expenses $237K
80%
Management & General
Management & general $46K · Total expenses $237K
20%
Fundraising
Fundraising $0 · Total expenses $237K
0%
Cost to raise $1
Fundraising expense (2-yr avg) $0 · Solicited contributions (2-yr avg) $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $139K
0%
Government reliance
Government grants — · Total revenue $139K
Earned-income share
Program service revenue $139K · Total revenue $139K
100%
Investment reliance
Investment income $0 · Total revenue $139K
0%
Program self-sufficiency
Program service revenue $139K · Total expenses $237K
59%
Growth & trend
Revenue growth (YoY)
This year $139K · Prior year $0
Prior-year revenue below floor — showing dollar change
Net-asset trend (YoY)
End of year $-130K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $139K · Expenses $237K
-70%
Liabilities-to-Assets
Total liabilities — · Total assets $4
Net-asset ratio
Net assets $-130K · Total assets $4
-3248250%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $4
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Helen Baker · Reported title SECRETARY, D · Highest reported compensation $0 · Total expenses $237K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $237K
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 80%
Overhead ratio 20%
Legal fee ratio 10%
Accounting fee ratio 0.5%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$139K revenue · viewing · ⤓ 990 PDF
FY2024$0 revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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