2023-11-15T20:44:03-06:00 2022-12-31 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2022-01-01 133374285 ASSOCIATION FOR ENERGY AFFORDABILITY INC ASSO 2122794307 105 BRUCKNER BOULEVARD BRONX NY 10454 PETER S HOYLE EXECUTIVE DIRECTOR 2122794307 2023-11-15 1 PETER HOYLE 999009999 0 MAGDALENA CZERNIAWSKI P00535099 2125038800 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PETER S HOYLE 105 BRUCKNER BOULEVARD BRONX NY 10454 27867301 0 X WWW.AEA.US.ORG X 1992 NY AEA'S MISSION IS TO PROMOTE ENERGY AFFORDABILITY THROUGH ENERGY EFFICIENCY IN NEW AND EXISTING BUILDINGS. AEA PROVIDES TRAINING AND TECHNICAL SERVICES IN SUPPORT OF NONPROFIT COMMUNITY BASED ORGANIZATIONS, WHICH PROVIDE LOW INCOME WEATHERIZATION AND ENERGY EFFICIENCY PROGRAM SERVICES, IN NEW YORK AND CALIFORNIA. AEA IS ALSO A DIRECT WEATHERIZATION AND ENERGY EFFICIENCY SERVICES PROVIDER IN NEW YORK. IN ADDITION, AEA IS A PROGRAM IMPLEMENTER, TECHNICAL SERVICES PROVIDER SOLUTIONS PARTNER IN VARIOUS GOVERNMENT AND UTILITY ENERGY EFFICIENCY PROGRAMS IN NEW YORK AND CALIFORNIA. AEA ENGAGES IN THESE BROAD RANGE OF EDUCATIONAL, TECHNICAL AND ENERGY EFFICIENCY MANAGEMENT SERVICES TO ACHIEVE THIS MISSION OF MAKING ENERGY AFFORDABILITY A REALITY. 3 3 122 3 0 0 9141209 16445684 7554957 11390036 438 30391 298 1190 16696902 27867301 0 0 0 0 8851575 10191723 0 0 0 5962771 15845405 14814346 26037128 1882556 1830173 8796586 27117688 4650331 21141260 4146255 5976428 X WE MAKE ENERGY EFFICIENCY AFFORDABLE IN NEW AND EXISTING BUILDINGS. 0 0 7824754 8514526 AEA CALIFORNIA IMPLEMENTS ENERGY, EDUCATION AND TRAINING PROGRAMS AND RESEARCH AND DEMONSTRATION PROJECTS TO IMPROVE HOUSING AFFORDABILITY, HEALTH, SAFETY, AND COMFORT IN LOW-INCOME AND DISADVANTAGED COMMUNITIES WHILE ALLEVIATING ENERGY USE AND GREENHOUSE GAS EMISSIONS. OUR PROGRAM IMPLEMENTATIONS FACILITATE OVER A HUNDRED ENERGY RETROFIT PROJECTS IN MULTIFAMILY BUILDINGS ANNUALLY, BENEFITING MORE THAN SIX THOUSAND LOW-INCOME TENANTS. AEA CALIFORNIA'S LARGEST PROGRAM, THE LOW INCOME WEATHERIZATION PROGRAM, ADMINISTERED BY THE CALIFORNIA DEPARTMENT OF COMMUNITY SERVICES AND DEVELOPMENT, HAS DEPLOYED MORE THAN $44M IN INCENTIVES TO 10,393 LOW-INCOME MULTIFAMILY HOUSEHOLDS, WHICH SAVES 19,655,614 KILOWATT-HOURS, 1,059,379 THERMS, AND 11,825 METRIC TONS OF CO2E YEARLY. 7538915 258006 THE FEDERAL GOVERNMENT IMPLEMENTED THE AMERICAN RESCUE PLAN ACT IN 2021, WHICH SET ASIDE FUNDING FOR ELECTRIFICATION SERVICES, SUCH AS INSTALLING HEAT PUMPS, WATER HEATERS, MINI-SPLIT SYSTEMS, AND WINDOW REPLACEMENTS. AEA PERFORMED THESE SERVICES IN THE BRONX AND BROOKLYN, REACHING 238 UNITS. 5018443 WEATHERIZATION ASSISTANCE DIRECTLY PROVIDES WEATHERIZATION SERVICES TO LOW-INCOME COMMUNITIES AND SUPPORTS COMMUNITY-BASED ORGANIZATIONS THROUGH ENERGY AUDITS, TRAINING, AND TECHNICAL SERVICES IN NEW YORK. THE PROGRAM REACHED 535 UNITS IN 2022, CONSISTING OF SMALL HOMES AND MULTIFAMILY BUILDINGS. 4581922 2618694 MOST OTHER PROGRAMS INVOLVE UTILITY, TECHNICAL, AND NEW CONSTRUCTION WORK. UTILITY INSTALLS LED LIGHTING, SHOWERHEADS, STEAM TRAPS, BATH AND KITCHEN AERATORS. THIS YEAR, 3,035 RESIDENCES WERE SERVED, AND 27,112 KILOWATT-HOURS AND 1,356,842 THERMS OF ENERGY WERE SALVAGED. TECHNICAL SERVICES PRIMARILY OVERSEE ENERGY AUDITS AND RETRO-COMMISSIONING PROJECTS TO COMPLY WITH NYC LL-87 LAW AND ELECTRIFICATION STUDIES, EQUIPMENT SPECIFICATIONS, AND CONSTRUCTION FOR LOW-CARBON AND ENERGY-SAVING BUILDING UPGRADES. OVER 7,700 UNITS BENEFITED. NEW CONSTRUCTION FACILITATES AFFORDABLE HOUSING DEVELOPMENT AND CERTIFICATIONS UNDER THE ENTERPRISE GREEN COMMUNITIES PROGRAM. THE MEDIAN ENERGY SAVINGS ACHIEVED WAS A 17.16% IMPROVEMENT OVER THE ASHRAE 90.1 STANDARD. 4581922 2618694 24964034 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 48 0 1 122 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY CA X PETER S HOYLE EXECUTIVE DIRECTOR 2122793903 105 BRUCKNER BOULEVARD BRONX NY 10454 DANIEL REIBER SECRETARY / TREASURER 0.50 X X 0 0 0 GARY BROWN VICE CHAIR 0.50 X X 0 0 0 JOSEPH BARDEN CHAIRMAN 1.00 X X 0 0 0 KAREN JACKSON-CAMPBELL DIRECTOR (OUTGOING) 0.50 X 0 0 0 WENDELL RICE VICE-CHAIRMAN (OUTGOING) 0.50 X X 0 0 0 DAVID HEPINSTALL EXECUTIVE DIRECTOR 35.00 X 230202 0 30453 NASSER GHALEB CHIEF FINANCIAL OFFICER 35.00 X 165300 0 53828 PETER S HOYLE CHIEF OPERATING OFFICER 35.00 X 185577 0 23009 ANDREW BROOKS SR. DIRECTOR, AEA WEST 35.00 X 205951 0 32721 AMY DRYDEN DIRECTOR OF STRATEGIC INNO 35.00 X 145407 0 35820 DOMINIC DANQUAH ENERGY EFFICIENCY ENGINEER 35.00 X 114462 0 22062 FRANCIS RODRIGUEZ DIRECTOR-WEATHERIZATION 35.00 X 178186 0 52955 NICHOLAS DIRR SR. DIRECTOR, PROGRAMS 35.00 X 180575 0 46708 SARAH HILL DIR. LOW INCOME PROGRAM 35.00 X 122276 0 17576 1527936 0 315132 14 0 1 0 URBECON LLC MARTA SICKLESS 241 WEST 111TH STREET NEW YORK NY 10026 SOLICITATION SALES SERVICES 125525 1 500 16445184 16445684 PROG. IMPLEMENT. FEES-CA OPERATIO 900099 8514526 8514526 PROG. IMPLEMENT. FEES 900099 2617504 2617504 OTHER PROGRAM SERVICES 900099 258006 258006 11390036 30391 30391 OTHER INCOME 900099 1190 1190 1190 27867301 11391226 0 30391 927041 596586 330455 7118537 6839266 279271 196130 196130 1177161 1177161 772854 753134 19720 12010 12010 452390 362505 89885 754351 739687 14664 116989 116989 1450544 1325507 125037 182712 177235 5477 76456 48796 27660 521585 375622 145963 WEATHERIZATION SERVICES 11820758 11820754 4 BAD DEBT EXPENSE 240189 240189 TRAINING SERVICES 108427 108427 EQUIPMENT RENTAL/MAINT. 84645 84645 24349 1401 22948 26037128 24964034 1073094 0 3557706 6056988 2068233 6910402 2858090 6571399 72892 60536 239665 121198 42998 42998 0 0 0 7397165 8796586 27117688 2518816 9729789 2037847 3926534 93668 7484937 4650331 21141260 X 4146255 5976428 4146255 5976428 8796586 27117688 1830173 0 X X 0 1 X 1 1 1 X 6046738 6718777 7758826 9141209 16445684 46111234 6046738 6718777 7758826 9141209 16445684 46111234 46111234 266 324 2651 438 30391 34070 7562 14254 18782 298 1190 42086 46187390 38111047 0.99840 0.99850 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2018 AMOUNT: $ 7,562. 2019 AMOUNT: $ 14,254. 2020 AMOUNT: $ 18,782. 2021 AMOUNT: $ 298. 2022 AMOUNT: $ 1,190. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42998 42998 0 0 LEASE RIGHT-OF-USE ASSETS 7397165 7397165 LEASE LIABILITY - OPERATING 7401331 LEASE LIABILITY - FINANCE 83606 7484937 X 27867301 0 27867301 0 27867301 26037128 0 26037128 0 26037128 PART X, LINE 2: AEA BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022, IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. X X 0 0 0 0 0 0 0 0 0 DAVID HEPINSTALL EXECUTIVE DIRECTOR 172615 0 0 0 57587 0 9268 0 21185 0 260655 0 0 0 ANDREW BROOKS SR. DIRECTOR, AEA WEST 205951 0 0 0 0 0 8585 0 24136 0 238672 0 0 0 FRANCIS RODRIGUEZ DIRECTOR-WEATHERIZATION 178186 0 0 0 0 0 7514 0 45441 0 231141 0 0 0 NICHOLAS DIRR SR. DIRECTOR, PROGRAMS 180575 0 0 0 0 0 7561 0 39147 0 227283 0 0 0 NASSER GHALEB CHIEF FINANCIAL OFFICER 165300 0 0 0 0 0 7000 0 46828 0 219128 0 0 0 PETER S HOYLE CHIEF OPERATING OFFICER 185577 0 0 0 0 0 7643 0 15366 0 208586 0 0 0 AMY DRYDEN DIRECTOR OF STRATEGIC INNO 145407 0 0 0 0 0 5949 0 29871 0 181227 0 0 0 SCHEDULE J, PART II: THE AMOUNT IN COLUMN B(III) REPRESENTS VACATION PAYOUT FOR DAVID HEPISTALL. DAVID HEPINSTALL EXECUTIVE DIRECTOR 51735 KATHERINE STEWART IS A SPOUSE OF DAVID HEPINSTALL, EXECUTIVE DIRECTOR OF THE ORGANIZATION AND IS RECEIVING COMPENSATION FOR THE SERVICES PROVIDED. 0 FORM 990, PART VI, SECTION A, LINE 6 THIS IS AN ORGANIZATION WITH MEMBERS. ANY NEW YORK STATE LOW INCOME WEATHERIZATION ASSISTANCE PROGRAM SUBGRANTEE THAT SUBSCRIBES TO THE PURPOSES AND BASIC POLICIES OF THE CORPORATION AND WHOSE ADMISSION WILL CONTRIBUTE TO THE CORPORATION'S ABILITY TO CARRY OUT ITS PURPOSES MAY BECOME A MEMBER OF THE CORPORATION BY APPLYING FOR MEMBERSHIP IN WRITING AND PAYING THE ANNUAL MEMBERSHIP DUES. FORM 990, PART VI, SECTION A, LINE 7A SIX DIRECTORS SHALL BE ELECTED FROM THE MEMBERSHIP AND MUST BE STAFF OR DIRECTORS OF MEMBER AGENCIES. TWO ADDITIONAL DIRECTORS SHALL BE APPOINTED BY ACTION OF THE BOARD OF DIRECTORS. NO MORE THAN ONE DIRECTOR SHALL COME FROM ANY ONE MEMBER ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED BY THE FINANCE COMMITTEE IN DETAIL AND THEN PROVIDED TO THE BOARD FOR REVIEW AND COMMENT PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. IN THE EVENT THAT CONFLICT OF INTEREST OCCURED, THE BOARD MEMBER IS REQUIRED TO PROVIDE A STATEMENT WITH A FULL DESCRIPTION OF THE TRANSACTIONS AND OF THE INTEREST, WHETHER DIRECT OR INDIRECT, WHICH THE BOARD MEMBER HAVE (OR HAVE HAD DURING THE PAST YEAR) IN THE PERSONS OR ORGANIZATIONS HAVING TRANSACTIONS WITH THE ASSOCIATION FOR ENERGY AFFORDABILITY, INC. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR'S COMPENSATION IS BENCHMARKED TO COMPARABLE COMPENSATION PAID BY SIMILAR ORGANIZATIONS. THE FINANCE COMMITTEE REVIEWS AND APPROVES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.