2023-11-08T12:01:52-06:00 2022-12-31 840930288 BROCK AND COMPANY CPAS PC 4940 PEARL EAST CR SUITE 300 BOULDER CO 80301 990 2022-01-01 841593046 SOUTHWEST ENERGY EFFICIENCY PROJECT SOUT 3034470078 2334 NORTH BROADWAY A BOULDER CO 80304 ELISE JONES EXECUTIVE DIRECTOR 3034470078 2023-08-07 1 ELISE JONES 999009999 0 KEVIN RICKMAN P01240896 3034442971 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUE REILLY 2334 NORTH BROADWAY A BOULDER CO 80304 2393308 0 X WWW.SWENERGY.ORG X 2001 CO PROMOTE ENERGY EFFICIENCY, ELECTRIFICATION, AND CLEAN TRANSPORTATION IN THE SOUTHWEST REGION. 14 11 15 11 0 0 1686565 1796993 118176 592865 201 1927 -4912 1416 1800030 2393201 0 16300 0 0 1367877 1588974 0 0 35372 566547 745796 1934424 2351070 -134394 42131 2606117 2943173 112513 408230 2493604 2534943 X TO ENSURE A HEALTHY, EQUITABLE AND LOW CARBON FUTURE BY PROMOTING ENERGY EFFICIENCY, ELECTRIFICATION, AND CLEAN TRANSPORTATION IN COLORADO, UTAH, ARIZONA, NEW MEXICO, NEVADA, AND WYOMING BY WORKING ON POLICY/PROGRAM DEVELOPMENT, (CONTINUED ON SCHEDULE O)ANALYSIS AND ADVOCACY, EVALUATION OF ENERGY SAVINGS MEASURES AND EFFICIENCY POTENTIAL, AND DOCUMENTATION/ANALYSIS OF ONGOING PROJECTS. 0 0 1870974 16300 594281 THE SOUTHWEST ENERGY EFFICIENCY PROJECT (SWEEP) IS A PUBLIC-INTEREST ORGANIZATION PROMOTING ENERGY EFFICIENCY, ELECTRIFICATION, AND CLEAN TRANSPORTATION IN ARIZONA, COLORADO, NEVADA, NEW MEXICO, UTAH, AND WYOMING TO REDUCE UTILITY BILLS, IMPROVE AIR QUALITY, REDUCE CLIMATE EMISSIONS, PROMOTE EQUITY, AND CREATE CLEAN ENERGY JOBS. TRADITIONALLY, THIS WAS A HIGH-GROWTH REGION WHERE ENERGY EFFICIENCY EFFORTS WERE LAGGING COMPARED TO SOME OTHER REGIONS AND EMPHASIS WAS PLACED ON ENERGY PRODUCTION. DUE IN LARGE PART TO THE EFFORTS OF SWEEP, THE REGION HAS MADE GREAT STRIDES IN ADVANCING ENERGY EFFICIENCY OVER THE PAST 22 YEARS. SWEEP FOCUSED INITIALLY ON UTILITY ENERGY EFFICIENCY POLICY AND PROGRAMS. (CONTINUED ON SCHEDULE O)PROGRAMS ON BUILDINGS, INDUSTRIAL, AND TRANSPORTATION EFFICIENCY AND ELECTRIFICATION WERE SUBSEQUENTLY ADDED. SWEEP COLLABORATES WITH BUSINESSES, UTILITIES, STATE AND LOCAL GOVERNMENTS, ENVIRONMENTAL AND CONSUMER GROUPS, ADVOCATES FOR LOWER INCOME FAMILIES AND DISPROPORTIONATELY-IMPACTED COMMUNITIES, AND OTHER ENERGY EXPERTS. UTILITY PROGRAM: SWEEP PROMOTES THE EXPANSION AND IMPROVEMENT OF UTILITY ENERGY EFFICIENCY PROGRAMS IN THE SOUTHWEST, INCLUDING FOR UNDERSERVED HOUSEHOLDS AND COMMUNITIES. WE WORK ON LEGISLATION TO ESTABLISH ENERGY SAVINGS AND DECARBONIZATION GOALS OR REQUIREMENTS, AND POLICIES TO ALLOW UTILITIES TO BENEFIT FINANCIALLY WHEN THEY HELP THEIR CUSTOMERS SAVE ENERGY. WE ADVOCATE FOR JUST AND EQUITABLE TRANSITION POLICIES AND FUNDING TO SUPPORT COMMUNITIES IMPACTED BY CLOSURE OF FOSSIL-FUEL ENERGY FACILITIES. WE ADVISE UTILITIES AS THEY DESIGN ENERGY EFFICIENCY AND BUILDING AND TRANSPORTATION ELECTRIFICATION PROGRAMS AND DESIGN RATES TO INCLUDE DEMAND RESPONSE AND BETTER INTEGRATE INCREASING AMOUNTS OF RENEWABLE ENERGY ONTO THE GRID. WE FREQUENTLY APPEAR BEFORE STATE PUBLIC UTILITY COMMISSIONS. BUILDINGS PROGRAM: SWEEP SUPPORTS THE ADOPTION OF STRONGER BUILDING ENERGY CODES AT THE STATE AND LOCAL LEVEL, INCLUDING PROVISIONS TO REQUIRE PRE-WIRING FOR SOLAR AND ELECTRIC VEHICLES AND APPLIANCES OR ALL-ELECTRIC OR NET ZERO CONSTRUCTION, AS WELL AS STRONGER CODE IMPLEMENTATION AND ENFORCEMENT EFFORTS. IN ADDITION, SWEEP PROMOTES CONSTRUCTION OF NEW HOMES AND COMMERCIAL BUILDINGS THAT ARE MORE ENERGY-EFFICIENT THAN MINIMUM CODE REQUIREMENTS, INCLUDING ZERO ENERGY AND ALL-ELECTRIC BUILDINGS, AS WELL AS STRATEGIES FOR EXPANDING RETROFIT OF EXISTING HOMES AND COMMERCIAL BUILDINGS TO BE MORE EFFICIENT AND USE ELECTRIC SPACE AND WATER HEATING AND APPLIANCES, ESPECIALLY IN LOW INCOME AND UNDERSERVED COMMUNITIES. TRANSPORTATION PROGRAM: SWEEP ADVANCES EQUITABLE AND EFFECTIVE STATE AND REGIONAL POLICIES THAT WILL INCREASE THE FUEL EFFICIENCY OF NEW VEHICLES, PROMOTE THE ADOPTION OF PLUG-IN ELECTRIC VEHICLES (EVS), AND REDUCE MOTOR VEHICLE USE (VEHICLE-MILES TRAVELED, OR VMT). THESE POLICIES INCLUDE INCREASED FUNDING FOR EV CHARGING INFRASTRUCTURE, STATE TAX CREDITS AND UTILITY INCENTIVES FOR EV PURCHASES, INCREASED FUNDING FOR PUBLIC TRANSIT SYSTEMS INCLUDING BUS RAPID TRANSIT, AND POLICIES TO PROMOTE LOCATION-EFFICIENT AND TRANSIT-SUPPORTIVE LAND USE. INDUSTRIAL PROGRAM: SWEEP SUPPORTS POLICIES AND PROGRAMS TO IMPROVE INDUSTRIAL AND AGRICULTURAL ENERGY EFFICIENCY IN THE REGION. SWEEP ALSO LEADS AN ENERGY EFFICIENCY NETWORKING PROGRAM FOR INDUSTRIES IN COLORADO.STATE AND LOCAL ASSISTANCE: SWEEP PROVIDES ADVICE AND TECHNICAL ASSISTANCE TO HELP STATE AND LOCAL GOVERNMENTS IN THE REGION IMPROVE THEIR ENERGY EFFICIENCY, ELECTRIFICATION, AND CLEAN TRANSPORTATION STRATEGIES, POLICIES, AND PROGRAMS. WE ARE FREQUENTLY CALLED UPON TO CONTRIBUTE TO STATE AND LOCAL ENERGY OR CLIMATE PLANS. INFORMATION EXCHANGE AND COMMUNICATIONS: SWEEP PROVIDES FACT SHEETS, NEWS ITEMS, PROGRAM SUMMARIES, CASE STUDIES AND RESEARCH REPORTS THROUGH ITS WEBSITE, BLOGS, OP-EDS, AND SOCIAL MEDIA. SWEEP ALSO ORGANIZES REGIONAL WORKSHOPS TO FOSTER EXCHANGE OF INFORMATION ON STATE-OF-THE-ART TECHNOLOGIES, POLICIES, AND PROGRAMS. SWEEP WORKS TO INCREASE MEDIA COVERAGE OF ENERGY EFFICIENCY, ELECTRIFICATION, AND CLEAN TRANSPORTATION AND EDUCATES FEDERAL AND STATE POLICY MAKERS REGARDING THE BENEFITS OF ENERGY EFFICIENCY, ELECTRIFICATION, AND CLEAN TRANSPORTATION INITIATIVES AND INVESTMENTS. 1870974 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 15 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 14 11 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 1 1 0 0 X X THE ORGANIZATION 3034470078 2334 NORTH BROADWAY A BOULDER CO 80304 SUE REILLY CHAIR 1.00 X X 0 0 0 PATRICIA RODRIGUEZ VICE-CHAIR 1.00 X X 0 0 0 RODERICK JACKSON TREASURER 1.00 X X 0 0 0 RON BINZ DIRECTOR 1.00 X 0 0 0 MARY CAULKINS DIRECTOR 1.00 X 0 0 0 MICHAEL ORTON DIRECTOR 1.00 X 0 0 0 TONY SCHAFFHAUSER DIRECTOR 1.00 X 0 0 0 DANIEL SPERLING DIRECTOR 1.00 X 0 0 0 BRODY WILSON DIRECTOR 1.00 X 0 0 0 MAYANE CHAVEZ BARUDIN DIRECTOR 1.00 X 0 0 0 MARY HOUSE DIRECTOR 1.00 X 0 0 0 HOWARD GELLER DIRECTOR 1.00 X 21630 0 0 ELLEN ZUCKERMAN DIRECTOR 1.00 X 39861 0 0 ELISE JONES EXECUTIVE DIRECTOR 40.00 X X 164648 0 4939 226139 0 4939 1 0 1 0 0 215000 1581993 1796993 CONTRACT REVENUE 541900 592865 592865 592865 1509 1509 525 107 418 418 418 OTHER INCOME 541900 1416 1416 1416 2393201 594281 0 1927 X 16300 16300 226139 181684 41162 3293 1085446 781613 281327 22506 34821 25420 8705 696 139672 101960 34918 2794 102896 75114 25724 2058 24277 5998 18279 22723 22723 451140 451140 13766 12389 1377 13692 9995 3423 274 63328 46229 15832 1267 30761 22456 7690 615 71751 71751 1437 1049 359 29 6536 4510 1895 131 DUES AND SUBSCRIPTIONS 15959 14363 1596 PROFESSIONAL DEVELOPMEN 14990 14990 PHONE AND COMMUNICATION 9067 6619 2267 181 MISCELLANEOUS EXPENSES 6069 4431 1517 121 300 240 30 30 2351070 1870974 444724 35372 130813 107599 924272 1566935 777700 75809 41948 64532 23351 4680 47832 32097 2863 15735 695615 941382 9555 166501 2606117 2943173 112513 245304 0 162926 112513 408230 X 1644069 1469321 849535 1065622 2493604 2534943 2606117 2943173 42131 -792 0 X 0 1 X 1 0 X 1762860 1708469 1313952 1686565 1796993 8268839 1762860 1708469 1313952 1686565 1796993 8268839 1092544 7176295 13607 24404 6587 201 1509 46308 8315147 1732660 0.86300 0.84770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22723 22723 2328347 2351070 267554 66889 0 0 246721 267554 514275 771413 12220 22723 34943 61680 66889 128569 192854 14158 12839 1319 33674 19258 14416 15735 DEPOSITS 4219 RIGHT-OF-USE OPERATING LEASE ASSET 162282 166501 OPERATING LEASE OBLIGATION 162926 162926 2525830 -792 133421 132629 2393201 0 2393201 2484491 133421 133421 2351070 0 2351070 1 ENERGY EFFICIENCY BUSINESS COALITION 1607 COLE BLVD BLDG 16 LAKEWOOD CO 80401 261971328 501(C)(6) 10000 0 TO ENABLE ENGAGEMENT ON XCEL DOCKET X X 0 0 0 0 0 0 0 0 0 ELISE JONES EXECUTIVE DIRECTOR 162398 0 2250 0 0 0 4939 0 0 0 169587 0 0 0 HOWARD GELLER BOARD MEMBER 21630 CONSULTING SERVICES 0 ELLEN ZUCKERMAN BOARD MEMBER 39861 WAGES AS FORMER EMPLOYEE 0 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR, CHAIR, AND TREASURER REVIEW AND APPROVE THE INFORMATION RETURN BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS LOOKS AT THE COMPENSATION SURVEYS ACROSS ENERGY EFFICIENCY ADVOCACY ORGANIZATIONS WHEN REVIEWING AND SETTING THE EXECUTIVE DIRECTOR'S COMPENSATION, BUT DOES NOT DOCUMENT ITS RATIONALE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 451,140. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 451,140.