2023-05-11T15:15:28-05:00 2022-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990 2022-01-01 800388618 HOME ENERGY EFFICIENCY TEAM INC HOME 5169004338 50 MILK STREET 16TH FLOOR BOSTON MA 02109 AUDREY SCHULMAN CO-EXECUTIVE DIRECTOR 5169004338 2023-05-11 1 AUDREY SCHULMAN 999009999 0 SANDRA M BROWN CPA P00296843 5088717178 2023-05-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X AUDREY SCHULMAN 50 MILK STREET 16TH FLOOR BOSTON MA 02109 1763681 0 X WWW.HEET.ORG X 2009 MA TO CUT CARBON EMISSIONS NOW BY DRIVING SYSTEMS CHANGE 7 7 13 4 0 0 834197 1756737 41767 4440 0 0 54693 2504 930657 1763681 0 0 0 0 413824 761085 0 0 103682 157944 273805 571768 1034890 358889 728791 974000 1743592 70200 111001 903800 1632591 X TO CUT CARBON EMISSIONS NOW BY DRIVING SYSTEMS CHANGE 0 0 516636 TRANSITION/ENERGY SHIFT:ELECTRIFICATION IS NOT HAPPENING AT THE SPEED AND SCALE NEEDED. SO WE'VE DESIGNED A NETWORKED GROUND SOURCE HEAT PUMP (AKA NETWORKED GEOTHERMAL) SYSTEM THAT CAN BE INSTALLED AND OWNED BY GAS COMPANIES IN THEIR RIGHT-OF-WAY IN THE STREET, TRANSFORMING THE GAS COMPANIES FROM AN OBSTACLE TO AN ACCELERATOR. OUR SOLUTION USES WELL-KNOWN TECHNOLOGY AND COMMERCIALLY AVAILABLE EQUIPMENT, BUT THROUGH INTERCONNECTION AMPLIFIES THE BENEFITS (AKIN TO HOW THE INTERNET AMPLIFIES THE CAPABILITIES OF A SINGLE COMPUTER). AN INDEPENDENT FEASIBILITY STUDY PROJECTED THAT, IN COMPARISON TO GAS, NETWORKED GEOTHERMAL WOULD RESULT IN A LOWER CUSTOMER COST AND A 90% EMISSION REDUCTION BY 2050 AS THE ELECTRIC GRID USES MORE RENEWABLES. EVERSOURCE GAS HAS BEGUN INSTALLATION OF A DEMONSTRATION PROJECT IN ITS GAS TERRITORY IN FRAMINGHAM, A DEMONSTRATION HAS ALSO BEEN APPROVED IN THE MERRIMACK VALLEY IN THE AREA AFFECTED BY THE 2018 GAS DISASTER, AND IN 2021 NATIONAL GRID HAS RECEIVED PERMISSION TO BUILD FOUR DEMONSTRATION PROJECTS. NATIONAL GRID'S FIRST PROJECT, IN LOWELL, WILL BEGIN INSTALLATION IN 2023. GAS UTILITIES IN NEW YORK, OREGON, MINNESOTA, AND OTHER STATES ARE MOVING FORWARD ON INSTALLATIONS OR FEASIBILITY STUDIES. WE'VE EDUCATED STATE AND NATIONAL POLICYMAKERS ABOUT THE ISSUES, AND WE HAVE BUILT A RESEARCH AND EVALUATION TEAM TO STANDARDIZE AND SHARE PILOT RESULTS. THE RESEARCH PROJECT, CALLED LEARNING FROM THE GROUND UP (LEGUP), WILL COLLECT INFORMATION FROM THE FIRST UTILITY-LED INSTALLATIONS OF NETWORKED GEOTHERMAL SYSTEMS IN MASSACHUSETTS, AND DEVELOP TECHNICAL, SCIENTIFIC, EQUITY, AND ECONOMIC TOOLS TO INFORM THE SCALING OF THIS TECHNOLOGY THROUGHOUT THE STATE. OUR WORK COULD CREATE A PATHWAY TO QUICKLY AND EQUITABLY DECARBONIZE NATURAL GAS HEATING THROUGHOUT THE COUNTRY. NETWORKED GEOTHERMAL CAN BE A SAFER, BETTER BUSINESS MODEL FOR GAS COMPANIES WHILE PROVIDING EQUITABLE ACCESS TO RENEWABLE HEAT FOR CUSTOMERS, AND THEREFORE DRIVE ELECTRIFICATION AT THE SPEED AND SCALE WE NEED.IN 2020, HEET RECEIVED FUNDING AS PART OF AN ENVIRONMENTAL SETTLEMENT TO IMPROVE AIR QUALITY AND RESPIRATORY HEALTH IN THREE BOSTON COMMUNITIES. WE'RE WORKING WITH COMMUNITY LEADERS AND ORGANIZATIONS IN DORCHESTER, ROXBURY, AND CHARLESTOWN/EAST BOSTON TO HELP PEOPLE REDUCE ENERGY USE AND ENERGY BILLS, WHILE HELPING HOMES BECOME READY TO TRANSITION OFF OF GAS TO ELECTRICITY FOR HEATING AND COOKING. WE'RE CALLING THIS HEET PROGRAM EJ-AIR. EJ FOR ENVIRONMENTAL JUSTICE AND AIR FOR THE AIR WE ALL NEED TO BREATHE. 199920 4440 TRIAGE/GAS LEAKS:JUST 7% OF LEAKS FROM UNDERGROUND PIPES EMIT HALF OF ALL THE LEAKED GAS. HEET'S RESEARCH HELPED PASS A FIRST-IN-THE-NATION STATE LAW THAT THESE "SUPER-EMITTERS" MUST BE PRIORITIZED FOR REPAIR. HEET THEN LED RESEARCH WITH OUR STATE'S LARGEST UTILITIES TO IDENTIFY AN EFFICIENT METHOD TO IDENTIFY THESE LEAKS. IN 2019, OUR EMISSIONS-REDUCTION PLAN BECAME STATE REGULATION AND HEET AGREED TO VERIFY THE UTILITIES' WORK UNTIL 2024. IMPACT: THIS PROJECT WILL CUT IN HALF THE STATE'S EMISSIONS FROM GAS DISTRIBUTION PIPES. 20644 TRUTH ABOUT GAS/GAS CHEMISTRY:GAS IS SOLD AS A "CLEAN AND "NATURAL" PRODUCT AND THE BEST WAY TO COOK. TOGETHER WITH ALLIES, HEET PIONEERED THE SAMPLING AND TESTING OF GAS FOR VOCS (VOLATILE ORGANIC COMPOUNDS) AND IS NOW PARTNERED WITH HARVARD SCHOOL OF PUBLIC HEALTH TO STUDY THE CHEMICAL COMPOSITION OF THE REGIONAL GAS SUPPLY. THE RESULTING 2022 PUBLICATION FROM HARVARD IS HELPING PEOPLE UNDERSTAND THE CONNECTION BETWEEN THE GAS IN THEIR HOME AND FRACKING FIELDS. OUR TASTE THE FUTURE OUTREACH PROGRAM EXPLAINS THIS CONNECTION, AND THE CORRELATION BETWEEN GAS STOVES AND ASTHMA, WHILE SHOWCASING THE SPEED, SAFETY AND PRECISION OF INDUCTION COOKING. THIS COMBINATION IS EFFECTIVE AT SHIFTING CONSUMERS' DESIRE TOWARD ELECTRIFICATION. 7760 ENERGY EFFICIENCY: ENERGY UPGRADE WORK PARTIES AND HOME ENERGY ASSESSMENTS 7760 744960 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 MA X KATHERINE FISHER 5169004338 50 MILK STREET 16TH FLOOR BOSTON MA 02109 KAREN MARTIN CLERK 1.00 X X 0 0 0 WILLIAM HARKINS TREASURER 8.00 X X 0 0 0 DAVID OLIVER BOARD MEMBER 1.00 X 0 0 0 MARILYN RAY SMITH BOARD MEMBER 1.00 X 0 0 0 ANA MARIA CAMARGO PRESIDENT 1.00 X X 0 0 0 JOHN REINHARDT BOARD MEMBER 1.00 X 0 0 0 JASON TAYLOR BOARD MEMBER/CONSULTANT 1.00 X 4600 0 0 AUDREY SCHULMAN CO-EXECUTIVE DIRECTOR 40.00 X 80672 0 7813 ZEYNEB MAGAVI CO-EXECUTIVE DIRECTOR 40.00 X 80672 0 93 165944 0 7906 0 0 0 0 0 847377 909360 1756737 PROGRAM FEES 900099 4440 4440 4440 STIMULUS/COVID CREDITS 900099 2504 2504 2504 1763681 6944 0 0 X 176544 128398 24073 24073 534934 381530 95376 58028 13857 9324 3417 1116 35750 26290 5012 4448 24463 24463 138593 124158 4780 9655 18802 2951 14635 1216 42371 30287 7174 4910 24379 24171 208 9019 7363 1420 236 5279 5279 PROGRAM SUPPLIES AND EX 6536 6536 MISCELLANEOUS 4363 3952 411 1034890 744960 186248 103682 894038 1636033 12980 99004 12289 8555 54693 0 974000 1743592 70200 111001 70200 111001 X 279825 290083 623975 1342508 903800 1632591 974000 1743592 728791 0 X 0 1 X 1 0 X 172382 496838 533542 834197 1756737 3793696 172382 496838 533542 834197 1756737 3793696 657916 3135780 134 300000 54693 2504 357331 4151027 88204 0.75540 0.56910 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 134. PROCEEDS FROM SETTLEMENT - 2020 AMOUNT: $ 300,000. STIMULUS/COVID CREDITS - 2021 AMOUNT: $ 54,693. 2022 AMOUNT: $ 2,504. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1763681 0 1763681 0 1763681 1034890 0 1034890 0 1034890 FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE FORM 990 AND DRAFT FINANCIAL STATEMENTS WERE DISTRIBUTED TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS THE POLICIES ANNUALLY AND HAS ALL BOARD MEMBERS FILL OUT AND SIGN A CONFLICT OF INTEREST POLICY EACH YEAR THAT IS THEN REVIEWED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 BOARD MEMBERS APPROVE THE CO-DIRECTOR SALARIES USING COMPARABLE DATA FOR ORGANIZATIONS OF SIMILAR SIZE AND MISSION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 1023 AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. TAX FILINGS AND FINANCIAL STATEMENTS AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERALS WEBSITE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 124,158. MANAGEMENT AND GENERAL EXPENSES 4,780. FUNDRAISING EXPENSES 9,655. TOTAL EXPENSES 138,593.