2023-09-19T11:54:29-05:00 2022-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2022-01-01 931313663 ENERGY TRUST OF OREGON INC ENER 5034938888 421 SW OAK STREET 300 PORTLAND OR 97204 MICHAEL COLGROVE EXECUTIVE DIRECTOR 5035481599 2023-09-18 1 MICHAEL COLGROVE XXX-XX-XXXX 0 WENDY CAMPOS P00448102 5032421447 2023-09-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL COLGROVE 421 SW OAK STREET SUITE 300 PORTLAND OR 97204 207176744 0 X WWW.ENERGYTRUST.ORG X 2002 OR ENERGY TRUST PROVIDES COMPREHENSIVE, SUSTAINABLE ENERGY EFFICIENCY, CONSERVATION AND RENEWABLE ENERGY SOLUTIONS TO THOSE WE SERVE. 13 13 139 53 0 0 194128525 206756631 0 0 162840 420113 41330 0 194332695 207176744 0 125177 0 0 16031094 17840774 0 0 0 167680421 164284636 183711515 182250587 10621180 24926157 85739278 121881969 21355479 32571780 64383799 89310189 X ENERGY TRUST PROVIDES COMPREHENSIVE, SUSTAINABLE ENERGY EFFICIENCY, CONSERVATION AND RENEWABLE ENERGY SOLUTIONS TO THOSE WE SERVE. 0 0 152386026 EFFICIENCY PROGRAMS BRING ENERGY SAVINGS OPPORTUNITIES TO RESIDENTIAL, COMMERCIAL AND INDUSTRIAL CUSTOMERS THROUGHOUT OREGON, AND TO RESIDENTIAL AND COMMERCIAL CUSTOMERS IN PARTS OF SW WASHINGTON STATE. IN 2022, ELECTRIC EFFICIENCY PROJECTS SAVED 46.8 AMW OF ELECTRICITY. GAS EFFICIENCY PROJECTS COMPLETED IN 2022 SAVED 5.9 MILLION ANNUAL THERMS OF NATURAL GAS. 18033094 RENEWABLES PROGRAMS BRING ENERGY GENERATION OPPORTUNITIES TO RESIDENTIAL AND BUSINESS CUSTOMERS THROUGHOUT OREGON. IN 2022, RENEWABLE ENERGY PROJECTS ACHIEVED 5.9 AMW IN NEW GENERATION. 2926 THE SOLAR LMI PROGRAM PROVIDES TRAINING AND OTHER RESOURCES TO LOW AND MODERATE INCOME PARTICIPANTS THROUGH COMMUNITY BASED ORGANIZATIONS. 846290 125177 COMMUNITY SOLAR, PGE SMART BATTERY, NWN GEO TLM PHASE 3, NREL, SALMON, PGE SMART INVERTER, ODOE COOLING, FEMA 846290 125177 171268336 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1069 0 1 139 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X CHRIS DUNNING CHIEF FINANCIAL OFFI 5035481599 421 SW OAK STREET SUITE 300 PORTLAND OR 97204 HENRY LORENZEN PRESIDENT 15.00 X X 0 0 0 ROLAND RISSER VICE PRESIDENT 8.00 X X 0 0 0 SUSAN BRODAHL TREASURER 9.00 X X 0 0 0 ERIC HAYES SECRETARY 7.00 X X 0 0 0 ALEXIA KELLY BOARD MEMBER THRU 10/2022 5.00 X 0 0 0 ANNE ROOT BOARD MEMBER 7.00 X 0 0 0 ELEE JEN BOARD MEMBER 7.00 X 0 0 0 ELLEN ZUCKERMAN BOARD MEMBER STARTING 11/2022 1.00 X 0 0 0 ERIK ANDERSSON BOARD MEMBER 5.00 X 0 0 0 MELISSA CRIBBENS BOARD MEMBER 7.00 X 0 0 0 PETER THERKELSEN BOARD MEMBER 10.00 X 0 0 0 SILVIA TANNER BOARD MEMBER 10.00 X 0 0 0 THELMA FLEMING BOARD MEMBER 4.00 X 0 0 0 ERNESTO FONSECA BOARD MEMBER 0.00 X 0 0 0 MICHAEL COLGROVE EXECUTIVE DIRECTOR 40.00 X 231458 0 35828 CHRISTOPHER DUNNING CHIEF FINANCIAL OFFICER 40.00 X 118634 0 19146 PATI PRESNAIL DIRECTOR OF FINANCE 40.00 X 104278 0 13552 STEVE LACEY DIRECTOR OF OPERATIONS 40.00 X 234730 0 41173 DEBORAH MENASHE DIRECTOR OF LEGAL AND PEOP 40.00 X 222087 0 31728 SCOTT CLARK IT DIRECTOR 40.00 X 205690 0 34384 FRED GORDON DIRECTOR OF PLANNING & EVA 40.00 X 196654 0 38851 TRACY SCOTT ENERGY PROGRAMS DIRECTOR 40.00 X 195558 0 33704 1509089 0 248366 83 0 1 0 CLEARESULT CONSULTING INC 4301 WESTBANK DR STE 250-A AUSTIN TX 78746 PROGRAM DELIVERY 32293786 TRC ENVIRONMENTAL CORPORATION 21 GRIFFIN ROAD NORTH WINDSOR CT 06095 PROGRAM DELIVERY 17138227 NORTHWEST ENERGY EFFICIENCY ALLIANCE 421 SW 6TH AVE STE 600 PORTLAND OR 97204 PROGRAM DELIVERY 7885129 CASCADE ENERGY INC 123 NE 3RD AVE STE 400 PORTLAND OR 97232 PROGRAM DELIVERY 4262127 ENERGY 350 INC 1033 SE MAIN ST STE 1 PORTLAND OR 97214 PROGRAM DELIVERY 3928456 93 206756631 206756631 420113 420113 207176744 0 0 420113 X 125177 125177 522896 522896 12993219 7783603 5209616 852565 455552 397013 2464211 1469770 994441 1007883 587292 420591 39414 39414 59325 59325 64008306 62899722 1108584 3124350 1778168 1346182 67582 36988 30594 850306 711385 138921 934531 579415 355116 91422 50394 41028 113820 64414 49406 9971 9971 340254 205088 135166 138447 85838 52609 INCENTIVES 94052587 94052587 DUES, LICENSES, AND FEE 269500 198122 71378 CUSTOMER SUPPORT 176612 176612 MISCELLANEOUS EXPENSE 8209 8209 182250587 171268336 10982251 0 3010300 3010300 72465135 110266376 3957122 218587 1282331 1282331 2633036 2615428 6411244 5750957 651551 660287 1739803 3828660 85739278 121881969 20308497 27528394 1046982 5043386 21355479 32571780 X 64383799 89310189 64383799 89310189 85739278 121881969 24926157 233 0 X 0 1 X 1 0 X 190593186 185689277 178662472 194128525 206756631 955830091 190593186 185689277 178662472 194128525 206756631 955830091 955830091 1069210 1599363 497535 162840 420113 3749061 61009 41330 102339 959681491 0.99600 0.99590 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FFCRA CREDITS CONSULTING INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 654214 539289 114925 5589225 5211668 377557 167805 167805 660287 LEASE LIABILITY 3184561 DEFERRED REVENUE 1858825 5043386 X 207176977 233 233 207176744 0 207176744 182250587 0 182250587 0 182250587 PART X, LINE 2: FIN 48 (ASC 740) UNCERTAIN TAX POSITIONS FINANCIAL STATEMENT FOOTNOTE - ENERGY TRUST RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. ENERGY TRUST RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS, IF ANY, IN MANAGEMENT AND GENERAL EXPENSE. ENERGY TRUST HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2022 OR 2021. NO INTEREST AND PENALTIES WERE ACCRUED FOR THE YEARS ENDED DECEMBER 31, 2022 OR 2021. ENERGY TRUST FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION. 1 AFRICAN AMERICAN ALLIANCE FOR HOME OWNERSHIP INC 825 NE 20TH AVE STE 100 PORTLAND OR 97232 743140832 501(C)(3) 10000 0 SUPPLEMENT THE ASSISTANCE FUNDING POOL WHICH DIRECTLY SUPPORTS PROJECTS IN AAAH'S POWER TO THE PEOPLE PDX PROGRAM TO EFFECTIVELY AND AFFORDABY COMPLETE ENERGY EFFICIENCY READINESS PROJECTS. ALL AGES MUSIC PORTLANDTAKING OWNERSHIP PDX 4560 NE 75TH AVE PORTLAND OR 97218 810899351 501(C)(3) 10000 0 COVER COSTS OF REPAIRS AND RENOVATIONS FOR BLACK HOMEOWNERS PRIORITIZING IMPROVEMENTS THAT LEAD HOMES BEING READY TO BE MORE ENERGY EFFICIENT, WARM OR COOL DEPENDING ON SEASON, SAFE AND DRY. BLACK COMMUNITY OF PORTLAND PO BOX 12152 PORTLAND OR 97212 831369967 501(C)(3) 10000 0 DEVELOP A COMMUNITY-LED CLEAN ENERGY EDUCATION PLAN THAT WILL BE UTILIZED AS AN EDUCATIONAL TOOL FOR BIPOC COMMUNITY MEMBER. COMMON CONNECTIONS 106 NW F ST 378 GRANTS PASS OR 97526 814163445 501(C)(3) 10000 0 REFURBISH A TRAILER THAT WAS DONATED TO COMMON CONNECTIONS TO BE USED ON PROJECT SITES THAT WILL BE WEATHERIZING HOMES. COMMUNITY ENERGY PROJECT INC 2705 E BURNSIDE ST STE 112 PORTLAND OR 97214 943040817 501(C)(3) 10000 0 DEVELOP AND DELIVER A WORKSHOP AND COLLATERAL TO A COMMUNITY-BASED ORGANIZATION ON NON-WIRES SOLUTIONS. GROWING GARDENS 3114 SE 50TH AVE PORTLAND OR 97206 931213728 501(C)(3) 10000 0 DEVELOP TRAINING FOR COMMUNITY ORGANIZERS TO HELP LOW-INCOME RESIDENTS ACHIEVE HEALTHY HOMES AND COMMUNITES. HACIENDA COMMNITY DEVELOPMENT CORPORATION 6700 NE KILLINGSWORTH ST PORTLAND OR 97218 930979064 501(C)(3) 6805 0 PROVIDE EDUCATIONAL WORKSHOPS AND TRAIN RESIDENT SERVICES COORDINATORS TO PROMOTE ENERGY EFFICIENCY EDUCATION AND RESOURCES FOR RESIDENTS OF ROCKWOOD VILLAGE. LATINOBUILT FOUNDATION 10006 SW CANYON RD PORTLAND OR 97225 843334408 501(C)(3) 10000 0 DEVELOP GREEN BUILDING PROGRAM PILOT TO PROMOTE EXCELLENCE IN SUSTAINABLE DESIGN, CONSTRUCTION AND BUILDING OPERATION WITHIN THE LATINX COMMUNITY IN OREGON AND SW WASHINGTON. NORTHWEST HOUSING ALTERNATIVES INC 2316 SE WALLARD ST MILWAUKIE OR 97222 930814473 501(C)(3) 10000 0 SUPPORT THE RESIDENT SERVICES TEAM IN PROVIDING ENERGY EFFICIENCY AND CLEAN ENERGY EDUCATION AND OUTREACH TO THE RESIDENTS LIVING IN NHA'S AFFORDABLE HOUSING PROPERTIES. THE PHILIPPINE AMERICAN CHAMBER OF COMMERCE OF OREGON 5425 N MICHIGAN AVE PORTLAND OR 97217 931224062 501(C)(3) 10000 0 FUND ACTIVITIES TO INCREASE COUMMUNITY AND CUSTOMER AWARENESS OF CLEAN ENERGY SOLUTIONS AND OFFERS. THE SUSTAINABLE LIVING CENTER 500 TAUSICK WAY WALLA WALLA WA 99362 043690725 501(C)(3) 8372 0 PLANN AND IMPLEMENT COMMUNITY WORKSHOPS ABOUT SAVING ENERGY, RENEWABLE ENERGY AND AVAILABLE RESOURCES AND SUPPORT IN THE MILTON-FREEWATER AREA IN ENGLISH AND SPANISH. UMPQUA COMMUNITY DEVELOPMENT CORPORATIONNEIGHBORWORKS UMPQUA 605 SE KANE ST ROSEBURG OR 97470 931057208 501(C)(3) 10000 0 CREATE AND SEND MAILERS WITH INFORMATION ABOUT ENERGY TRUST'S PROGRAMS TO ENCOURAGE HOMEOWNERS TO CONSIDER ECO-FRIENDLY COMPONENETS IN PLANNING HOME REPAIR PROJECTS. YOUTH ORGANIZED AND UNITED TO HELP 3439 NE SANDY BLVD 111 PORTLAND OR 97233 800491037 501(C)(3) 10000 0 EXPAND ITS OUTREACH AND EDUCATION TO TEACH WORKSHOPS IN SCHOOLS AND ONLINE, CENTERING IN STEM AND ENERGY. 13 PART I, LINE 2: ENERGY TRUST REQUIRES ALL GRANTEES TO SUBMIT A FINAL REPORT ONCE THEIR GRANT ACTIVITIES HAVE CONCLUDED. THAT FINAL REPORT ASKS THE GRANTEE TO DESCRIBE THE RESULTS FROM THE FUNDED ACTIVITIES, DATA AND INFORMATION ON CUSTOMERS ENGAGED IF PART OF THE ACTIVITIES FUNDED, AND EXPENSES PAID BY COST CATEGORY, AMOUNT, DESCRIPTION, AND NOTES. ADDITIONALLY, ENERGY TRUST CREATES OPPORTUNITIES THROUGHOUT THE GRANT CYCLE TO PROVIDE TECHNICAL SUPPORT FOR GRANTEES, MEET WITH GRANTEES, AND AID IN THE IMPLEMENTATION OF GRANT ACTIVITIES IF REQUESTED. BASED ON OUR LEARNING FROM EACH ROUND OF GRANTS, WE COMPILE A FINAL REPORT WITH THE INFORMATION WE GATHERED AND WAS PROVIDED BY EACH GRANTEE IN THEIR INDIVIDUAL REPORTS. X X X X 0 1 0 0 0 0 0 0 0 STEVE LACEY DIRECTOR OF OPERATIONS 233138 0 0 0 1592 0 14281 0 26892 0 275903 0 0 0 MICHAEL COLGROVE EXECUTIVE DIRECTOR 230640 0 0 0 818 0 14152 0 21676 0 267286 0 0 0 DEBORAH MENASHE DIRECTOR OF LEGAL AND PEOP 220525 0 0 0 1562 0 13557 0 18171 0 253815 0 0 0 SCOTT CLARK IT DIRECTOR 204535 0 0 0 1155 0 12375 0 22009 0 240074 0 0 0 FRED GORDON DIRECTOR OF PLANNING & EVA 195097 0 0 0 1557 0 11998 0 26853 0 235505 0 0 0 TRACY SCOTT ENERGY PROGRAMS DIRECTOR 194480 0 0 0 1078 0 11832 0 21872 0 229262 0 0 0 SCHEDULE J, PART I, QUESTION 4B ENERGY TRUST SPONSORS A NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR SELECTED EMPLOYEES. INVESTMENTS ARE OWNED BY ENERGY TRUST AND MANAGED INDIVIDUALLY BY EACH PARTICIPANT. AT THE TIME AN EMPLOYER CONTRIBUTION IS MADE, THE BOARD WILL, IN ITS SOLE DISCRETION, DETERMINE WHETHER THE EMPLOYER CONTRIBUTION WILL BE INITIALLY FULLY VESTED OR WILL BECOME VESTED IN ACCORDANCE WITH VESTING TERMS DESIGNATED BY THE BOARD OF DIRECTORS. ENERGY TRUST DID NOT MAKE DISCRETIONARY CONTRIBUTIONS TO THE PLAN DURING THE YEARS ENDED DECEMBER 31, 2022 OR 2021. FORM 990, PART VI, SECTION A, LINE 4 THE REVISIONS TO THE BYLAWS EMERGED PRIMARILY OUT OF TWO THINGS: THE PASSAGE OF HB 3141 IN JUNE 2021, AND THE BOARD'S GOVERNANCE WORK OVER THE COURSE OF 2021 AND 2022. SOME SMALL ADDITIONAL "MODERNIZATION" UPDATES ALSO OCCURRED. REGARDING HB 3141, THE STATUTORY LANGUAGE REGARDING THE WORK FOR WHICH ENERGY TRUST IS FUNDED WAS EXPANDED. IN ADDITION TO COST EFFECTIVE ENERGY EFFICIENCY AND THE ABOVE MARKET COST OF RENEWABLE ENERGY, ENERGY TRUST'S FUNDING MAY ALSO NOW BE USED FOR "DISTRIBUTION SYSTEM CONNECTED TECHNOLOGIES." THAT PURPOSES IS ADDED TO THE PURPOSE SECTION OF THE BYLAWS. FROM THE BOARD'S GOVERNANCE WORK, THERE WAS MUCH DISCUSSION ON CLARIFYING PROCEDURES FOR REMOVAL OF A DIRECTOR. THE BYLAW PROVISIONS WERE MODIFIED TO REFLECT THOSE DISCUSSIONS. FINALLY, AND SINCE THE BYLAWS WERE BEING REVISED, THE BOARD OPTED TO UPDATE THE LANGUAGE REGARDING VIRTUAL MEETINGS, GIVEN THE WAY IN WHICH MANY MEETINGS ARE CONDUCTED NOW. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 CONTENT AND FINANCIAL INFORMATION IS DEVELOPED BY ACCOUNTING PERSONNEL AND REVIEWED BY THE CHIEF FINANCIAL OFFICER. IT IS REVIEWED IN FULL WHEN A DRAFT IS AVAILABLE FROM OUTSIDE ACCOUNTANTS. A COPY OF THE DRAFT FORM 990 IS DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR REVIEW AND DISCUSSION BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL DIRECTORS AND MANAGEMENT TEAM MEMBERS DISCLOSE IN WRITING TO THE PRESIDENT, THE OTHER DIRECTORS AND THE OPUC (OREGON PUBLIC UTILITY COMMISSION), ON SUCH FORMS AND IN SUCH FORMATS ESTABLISHED BY THE DIRECTORS AND THE OPUC, ANY RELATIONSHIPS THAT MAY BE DEEMED A "DIRECT OR INDIRECT CONFLICT OF INTEREST," AS DEFINED BY STATE LAW AND IN OUR CONFLICT OF INTEREST POLICY AND AS MAY BE AMENDED AND INTERPRETED FROM TIME TO TIME. ANY SUCH DISCLOSURE SHALL BE DULY RECORDED IN THE MINUTES. IF THE MEMBER MAKES FULL DISCLOSURE OF THE NATURE AND DETAILS OF THE CONFLICT, THE MEMBER MAY THEREAFTER ENGAGE IN ANY DISCUSSION ON THE MATTER AND MAY VOTE, UNLESS THE BOARD OF DIRECTORS BELIEVES THAT THE NATURE AND EXTENT OF THE CONFLICT OF INTEREST WARRANTS THE DIRECTOR'S EXCLUSION FROM EITHER OR BOTH THE DISCUSSION AND VOTE. IF THE MEMBER DOES NOT MAKE FULL DISCLOSURE, HE OR SHE THEREAFTER MUST LEAVE THE MEETING ROOM DURING ANY DISCUSSION OR VOTE ON THE MATTER. THE ORGANIZATION ENSURES THAT EACH DIRECTOR AND EMPLOYEE HAS FILED A DISCLOSURE FORM ANNUALLY. ANY DIRECTOR WHO FAILS TO COMPLY WITH DISCLOSURE REQUIREMENTS MAY BE REMOVED BY THE OREGON PUBLIC UTILITY COMMISSION. FORM 990, PART VI, SECTION B, LINE 15 ENERGY TRUST STRIVES TO COMPENSATE EMPLOYEES IN A MANNER THAT PROVIDES A COMPETITIVE ADVANTAGE IN ATTRACTING AND RETAINING EXTRAORDINARILY TALENTED INDIVIDUALS. ENERGY TRUST ENCOURAGES AND REWARDS HIGH-PERFORMING INDIVIDUALS WHO EXCEL IN THEIR POSITION AND THEREFORE CONTRIBUTE TO THE COMPANY'S SUCCESS. TO KEEP THE COMPENSATION PROGRAM TARGETED TO THE MARKET TREND, HUMAN RESOURCES WILL ANNUALLY REVIEW THE COMPENSATION PROGRAM OVERALL, PERFORM PARTICULAR JOB ANALYSES AS NEEDED, AND THEN EVERY TWO-THREE YEARS PERFORM A COMPREHENSIVE REVIEW OF THE ENTIRE SALARY STRUCTURE WITH THE ASSISTANCE OF A PROFESSIONAL COMPENSATION SPECIALIST. AN EMPLOYEE'S BASE COMPENSATION IS DETERMINED BY VARIOUS COMPONENTS: JOB SKILLS, EXPERIENCE, PERFORMANCE IN THE JOB, COMPARABLE WORTH OF THE POSITION WITHIN THE COMPANY, GENERAL MARKET AND GEOGRAPHIC LOCATION. ENERGY TRUST WILL CONTINUE TO EXERCISE CONSIDERABLE JUDGMENT AND INTERPRETATION IN OUR USE OF THIS DATA. ENERGY TRUST GENERALLY HAS AN ANNUAL REVIEW AND MERIT PROCESS FOR PERFORMANCE EVALUATION AND SALARY PLANNING. IT IS THE MECHANISM USED BY MANAGEMENT TO INCREASE BASE SALARY TO APPROPRIATELY REWARD EMPLOYEES FOR THEIR JOB PERFORMANCE. THE BOARD OF DIRECTORS OF ENERGY TRUST ANNUALLY APPOINTS AN EXECUTIVE DIRECTOR REVIEW COMMITTEE, WHOSE MEMBERS ARE CHARGED WITH THE RESPONSIBILITY OF REVIEWING THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND RECOMMENDING ANY MERIT INCREASE. THIS COMMITTEE IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. WHEN THE EXECUTIVE DIRECTOR REVIEW COMMITTEE IS CONSIDERING COMPENSATION TO THE EXECUTIVE DIRECTOR, IT ALSO RELIES ON THE COMPARABILITY DATA DESCRIBED ABOVE THAT DEMONSTRATES THE FAIR MARKET VALUE OF THE COMPENSATION IN QUESTION. ANY MERIT INCREASE RECOMMENDED BY THE EXECUTIVE DIRECTOR REVIEW COMMITTEE IS VOTED ON BY THE BOARD OF DIRECTORS IN PUBLIC. THE LAST EXECUTIVE DIRECTOR MERIT INCREASE WAS APPROVED BY THE BOARD OF DIRECTORS ON MAY 18, 2022 AND MADE EFFECTIVE JANUARY 1, 2022. FORM 990, PART VI, SECTION C, LINE 19 ENERGY TRUST MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND ON ITS WEBSITE: WWW.ENERGYTRUST.ORG. FORM 990, PART IX, LINE 11G PROGRAM DELIVERY SUBCONTRACTS: PROGRAM SERVICE EXPENSES 56,075,263. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,075,263. AGENCY CONTRACTOR SERVICES: PROGRAM SERVICE EXPENSES 790,884. MANAGEMENT AND GENERAL EXPENSES 413,027. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,203,911. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 6,033,575. MANAGEMENT AND GENERAL EXPENSES 695,557. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,729,132.