2024-11-14T06:18:57-06:00 2023-12-31 363321958 Desmond & Ahern Ltd 10827 S Western Ave Chicago IL 60643 990 2023-01-01 364443093 Elevate Energy ELEV 7732694037 322 S Green Street 300 Chicago IL 60607 Anne Evens Chief Executive Officer 7732694037 2024-11-14 1 1 Mel Padillo P03172019 7737794720 2024-11-11 2023 2024-10-15 13:58:12Z Anne Evens 322 S Green Street 300 Chicago IL 60607 55977191 0 X www.elevatenp.org X 2001 IL We work to ensure equal access to clean and affordable heat, power, and water for everyone. 13 12 259 13 0 0 30477168 38010505 9755362 12134190 156630 698092 46599 37676 40435759 50880463 2496775 5675540 0 0 18855067 24383566 0 0 932750 11658760 16489354 33010602 46548460 7425157 4332003 34326769 42389474 15804000 19233091 18522769 23156383 Elevate promotes equity through climate action. Elevate designs and implements programs that reduce costs, protect people and the environment, and ensure the benefits of clean and efficient energy use reach those who need them most. 0 0 37804976 5675540 12171866 Elevate Energy provides economic, environmental and climate justice benefits to households, building owners, communities and governments through energy and water efficiency improvements. It administers residential hourly electricity pricing programs, delivers energy and water efficiency retrofits in residential and nonprofit buildings, and provides energy planning and data analysis services. Consumers gain access to education and programs that help them manage energy costs and make housing costs more affordable. Elevate Energy programs create jobs, save energy, reduce emissions and improve the economy. We provide equity through climate action. 37804976 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 69 0 1 259 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL AL CA CT HI MA NH NJ SC WV OR X Lindy Loyet 7733212688 322 S Green Street Chicago IL 60607 Anne Evens CEO & President 50.00 X X 267014 0 30233 John Cleveland Chair 5.00 X X 0 0 0 David Shryock Treasurer & Vice Chair 2.00 X X 0 0 0 Robert Weissbourd Director 2.00 X 0 0 0 Chinwe Onyeagoro Director 1.00 X 0 0 0 Denise Fairchild Director 1.00 X 0 0 0 Edgar Ramirez Director 1.00 X 0 0 0 Jennifer Tescher Director 1.00 X 0 0 0 Kimberly Lewis Director 1.00 X 0 0 0 Leah Turnbull Director 1.00 X 0 0 0 Margaret O'Dell Director 1.00 X 0 0 0 Scott Bernstein Director 1.00 X 0 0 0 Sharonda Williams-Tack Director - (1/23 - 3/23) 1.00 X 0 0 0 Susan Estes Director 1.00 X 0 0 0 Lindy Loyet Chief Financial Officer 40.00 X 212500 0 16194 Rebecca Turner Buckland Chief People Officer 40.00 X 209413 0 16453 Abigail Corso Chief Strategy Officer 40.00 X 205350 0 24250 Antonia Ornelas Chief Program Officer 40.00 X 203830 0 24280 Delmar Gillus Chief Operating Officer 40.00 X 199744 0 29253 1297851 0 140663 7 0 1 0 Nick & Eddie Construction 14513 S Harrison Ave Posen IL 60469 Construction services 2912738 Partnership for Southern Equity 55 Ivan Allen Jr Blvd NW Suite 530 Atlanta IL 30308 Consulting Services 650000 America Environmental Construction PO Box 9188 Chicago IL 60609 Construction services 623415 AT Mechanical LLC 2000 N Hawthorne Melrose Park IL 60160 Construction services 599774 Heels and Hammers Construction LLC 9504 S Hamilton Ave Chicago IL 60643 construction services 542389 61 15362596 22647909 38010505 Fee for service 900099 12134190 12134190 12134190 433820 433820 5361000 5096728 264272 264272 264272 Miscellaneous 900099 37676 37676 37676 50880463 12171866 0 698092 X 5675540 5675540 297247 175376 121871 163176 54204 108972 19715420 14052244 5080368 582808 221065 158509 56730 5826 2513296 1798058 638222 77016 1473362 1043973 378725 50664 84445 84445 60000 60000 18535 18535 12469717 12073764 392379 3574 98275 30430 66845 1000 600848 479824 109947 11077 446176 401234 40922 4020 527397 396830 113991 16576 445736 265018 165434 15284 75 75 105432 80907 20644 3881 152886 110921 36582 5383 Dues and subscriptions 758892 480752 253405 24735 Program expense 394879 394879 Miscellaneous 147904 101 147803 Staff development 113052 72412 31605 9035 65105 65105 46548460 37804976 7810734 932750 2167410 701728 20402293 13336990 7139391 10109518 3284702 5660351 726018 731490 2033465 1829088 149950 204377 8969375 457005 2675645 34326769 42389474 4504566 6439727 429780 312638 10869654 12480726 15804000 19233091 X 10706613 11414123 7816156 11742260 18522769 23156383 34326769 42389474 4332003 301611 0 X X 0 1 X 1 1 1 X 9581352 11891428 18890494 30477168 38010505 108850947 9581352 11891428 18890494 30477168 38010505 108850947 33496869 75354078 61860 21185 4380 156630 433820 677875 96404 46599 37676 180679 109709501 78985856 0.68690 0.60090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6600 59400 66000 46392461 46458461 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 81200 61077 89673 66000 297950 250000 250000 250000 250000 1000000 1500000 10700 6077 29642 6600 53019 399261 393964 5297 963453 764373 199080 670751 670751 0 204377 Security deposit 102520 Subrecipient advances 262535 Lease incentive receivable 357315 Operating lease right-of-use-asset 1953275 2675645 Refundable advances 10400823 Operating lease liability, net of current 2079903 12480726 X 51198192 301611 29034 330645 50867547 12916 12916 50880463 46564578 29034 29034 46535544 12916 12916 46548460 Part X, Line 2: FIN 48 Note from Audited Financial Statements Elevate Energy maintains an exemption from federal income taxes with the Internal Revenue Service pursuant to the provisions of Internal Revenue Code Section 501(c)(3). The Organization qualifies for the charitable contribution deduction under Section 170(b)(1)(A)(vi) and has been classified as an organization that is not a private foundation under Section 509(a)(1). The tax-exempt purpose of the Organization and the nature in which it operates is described above. The Organization continues to operate in compliance with its tax-exempt purpose. The Organization's annual information and income tax returns filed with the federal and state governments are subject to examination by the IRS, generally for three years after they have been filed. The Organization has adopted the requirements for accounting for uncertain tax positions and management has determined that the Organization was not required to record a liability related to uncertain tax positions as of December 31, 2023 and 2022. 1 444 Realty 444 W 61st St Suite 200 Chicago IL 60621 852517752 100000 0 Building Electrification Accurate-Airtight Exteriors LLC 3336 Commerical Ave Madison WI 53714 472444435 9615 0 Energy Efficiency Upgrades Aire Serv of Madison 4721 Ivywood Trail McFarland WI 53558 260767803 51761 0 Building Electrification Ann Arbor Housing Development Corp 301 E Huron St Ann Arbor MI 48104 383202520 150000 0 Energy Efficiency Upgrades Avalon Housing Inc 1327 Jones Drive Suite 102 Ann Arbor MI 48105 383086920 150000 0 Energy Efficiency Upgrade Bickerdike Redevelopment Center 2550 West North Ave Chicago IL 60647 237087890 512390 0 Program Services Brilliant Detroit 5675 Larkins St Detroit MI 48210 473446334 68398 0 Energy Efficiency Upgrade Business Services Collective NFP 503 E 61st Street 135 Chicago IL 60637 843973294 85000 0 Program Services Community Health NFP 2611 W Chicago Ave Chicago IL 60662 363831793 132500 0 Program Services Community Housing Partners 551 Fifth Avenue 23rd Floor New York NY 10176 363983985 1146926 0 Building Electrification Eastside Community Network 4401 Conner St Detroit MI 48215 382561225 105000 0 Program Services Fairway ll Limited 39555 Orchard Hill Place 600 Novi MI 48375 383047638 72700 0 Building Electrification Goodell Place Unlimited Partnership 411 Madison Street Maywood IL 60153 364238721 509097 0 Building Electrification Illinois Green Alliance 180 N LaSalle St 2210 Chicago IL 60601 364238721 26511 0 Program Services Kelly Heating and Electric LLC 2730 Melby St Eau Claire WI 54703 753026978 46764 0 Building Electrification Lac du Flambeau Chippewa Ha 554 Chicog St Lac Du Flambeau WI 54538 391051019 150000 0 Energy Planning Lac Vieux Desert Band of Lake Superior Chippeway 2730 Melby St Eau Claire WI 54703 382629283 74864 0 Energy Planning New Ecology Inc 294 Washington St Suite 830 Boston MA 02108 043447828 1525849 0 National Market Expansion Next Step Energy LLC PO Box 1971 Eau Claire WI 54702 392040502 39423 0 Energy Efficiency Upgrades Nick & Eddie Construction 4314 166th St Oak Forest IL 60452 821701156 99882 0 Energy Efficiency Upgrades Parker-Arntz Plumbing & Heating 6319 S Greenville Rd Greenville MI 48838 382376094 75000 0 Energy Efficiency Upgrades Red Cliff Chippewa 37645 New Housing Rd Hammond IN 46323 391774547 58714 0 Building Electrification Solutions Project Inc 4096 Piedmont Ave 728 Oakland CA 94611 463811348 162000 0 Program Services SOUL Works L3C 11603 S Throop Street Chicago IL 60643 813468738 60000 0 Program Services SUSTAIN DANE Box 144 Madison WI 53701 431953180 28229 0 Program Services West Central Wisconsin Community Action Agency Inc 525 Second St Box 308 Glenwood city WI 54013 391076125 180000 0 Building Electrification Wisconsin Housing Preservation Corp 150 East Gilman Street Suite 1500 Madison WI 53703 300002040 50000 0 Building Electrification Part I, Line 2: The use of granted funds are closely monitored and documented by management in the accounting records on an ongoing basis as expended. Schedule I, Part 1, #1 X 0 0 0 0 0 0 0 0 0 Anne Evens CEO & President 232014 0 35000 0 0 0 5000 0 25233 0 297247 0 0 0 Abigail Corso Chief Strategy Officer 190350 0 15000 0 0 0 4000 0 20250 0 229600 0 0 0 Delmar Gillus Chief Operating Officer 184744 0 15000 0 0 0 4000 0 25253 0 228997 0 0 0 Lindy Loyet Chief Financial Officer 197500 0 15000 0 0 0 4000 0 12194 0 228694 0 0 0 Antonia Ornelas Chief Program Officer 188830 0 15000 0 0 0 4000 0 20280 0 228110 0 0 0 Rebecca Turner Buckland Chief People Officer 194413 0 15000 0 0 0 2333 0 14120 0 225866 0 0 0 Mark Dunn Husband of CEO, Anne Evens 54204 Mark Dunn, husband of CEO Anne Evens, is the Organization's Chief of Construction. He is a salaried employee. 0 Leslie Hendren Sister of CFO, Lindy Loyet 108972 Leslie Hendren, sister of CFO Lindy Loyet, is the Organization's HR generalist. She is a salaried employee. 0 Form 990, Part VI, Section B, line 11b The 990 was reviewed by the Chief Financial Officer along with the Chief Executive Officer/Board Members. The 990 was then provided to the full Board for a final review and their approval. Form 990, Part VI, Section B, line 12c The Board reaffirms the Organization's conflict of interest policy annually when each member completes a conflict of interest disclosure form. Form 990, Part VI, Section B, line 15 An annual review of the Chief Executive Officer is performed by the independent officers of the board. The chairperson of the board provides a report to the Executive Committee to substantiate compensation, duties and goals for the coming year. The Chief Executive Officer conducts the annual performance review for all other officers and key employees. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy and financial statements available upon request. Form 990, Part IX, line 11g Professional services: Program service expenses 4,157,027. Management and general expenses 392,379. Fundraising expenses 3,574. Total expenses 4,552,980. Construction services: Program service expenses 7,916,737. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,916,737. Form 990, Part XII, line 2c: The process has not changed from the prior year.