2025-11-14T10:02:08-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2024-01-01 651190535 CENTRAL COAST ENERGY SERVICES INC CENT 8317617080 135 AVIATION WAY 7 WATSONVILLE CA 95076 DENNIS OSMER CEO 8317617080 2025-11-12 1 1 LESLIE VAN P01294411 4159561500 2025-11-12 2024 2025-03-06 01:10:19Z DENNIS OSMER 135 AVIATION WAY 7 WATSONVILLE CA 95076 14559978 0 X WWW.ENERGYSERVICES.ORG X 2003 CA TO FOSTER COMMUNITY HEALTH & WELL BEING BY PROVIDING ENERGY CONSERVATION, CONSUMER EDUCATION, HOME IMPROVEMENT & UTILITY ASSISTANCE TO PEOPLE IN NEED. 9 9 106 11 0 0 11683696 12324115 1453952 2162069 16997 21609 37892 52185 13192537 14559978 0 0 0 0 8303943 8970777 0 0 0 4635990 4759277 12939933 13730054 252604 829924 5048120 6614898 2028426 2765280 3019694 3849618 X THE MISSION OF CENTRAL COAST ENERGY SERVICES, INC. ("CCES") IS TO IMPROVE HOUSEHOLD SAFETY, HEALTH, AND ECONOMIC SECURITY WITHIN COMMUNITIES IN CALIFORNIA. WE PROVIDE ENERGY CONSERVATION, CONSUMER EDUCATION & ADVOCACY, HOME IMPROVEMENT, UTILITY ASSISTANCE, JOB TRAINING, WORK FORCE DEVELOPMENT, AND OTHER SERVICES TO PEOPLE IN NEED. WE PROMOTE AN ENVIRONMENT OF SAFETY, HARD WORK, TEAMWORK, AND HIGH QUALITY SERVICES. 0 0 10541119 0 0 THE AGENCY IS A LOW-INCOME HOME ENERGY ASSISTANCE PROGRAM (LIHEAP) SERVICE PROVIDER. THE AGENCY ASSISTS FAMILIES WITH STAYING SAFE AND HEALTHY THROUGH THE FOLLOWING INITIATIVES THAT LOWER AND HELP MANAGE ENERGY COSTS: PAYMENT ASSISTANCE FOR HOME ENERGY BILLS, EMERGENCY ASSISTANCE AND RESOURCES DURING ENERGY CRISES, WEATHERIZATION, AND ENERGY-RELATED MINOR HOME REPAIRS. THE AGENCY ALSO PROVIDES SIMILAR WEATHERIZATION ASSISTANCE TO ELIGIBLE PARTICIPANTS RESIDING IN THE SERVICE AREA UNDER THE U.S. DEPARTMENT OF ENERGY (DOE) WEATHERIZATION ASSISTANCE PROGRAM FOR LOW-INCOME PERSONS. 562872 0 837062 THE AGENCY PROVIDES SERVTRAQ SOFTWARE AS A SERVICE TO OTHER AGENCIES THAT ARE ALSO LIHEAP SERVICE PROVIDERS. SERVTRAQ IS AN APPLICATION SOFTWARE SPECIFICALLY DESIGNED FOR CALIFORNIA LOCAL ENERGY SERVICE PROVIDERS TO FACILITATE DATA MANAGEMENT AND REPORTING FOR THE LIHEAP, DOE, AND OTHER LOW-INCOME PROGRAMS. THE PRIMARY FUNCTION OF SERVTRAQ IS TO PROVIDE DATA MANAGEMENT AND AUTOMATION IN CUSTOMER TRACKING, PAYMENT ASSISTANCE PROCESSING, WEATHERIZATION JOB MANAGEMENT, AND REPORTING. ADDITIONAL SERVICES INCLUDE CREW SCHEDULING, MATERIALS TRACKING, AND CONTRACT COMPLIANCE. 235445 0 204511 THE AGENCY PROVIDES CONSULTING AND COMPLIANCE SERVICES THROUGH THE 831 CONSERVE CONTRACTOR SERVICE PROGRAM (831 CONSERVE). 831 CONSERVE'S MAIN SERVICE IS PROVIDING HOME ENERGY RATING SYSTEM (HERS) TESTING AND CALCULATIONS PERFORMED ON LOCATION, AS WELL AS RELATED CONSULTING. ONCE TESTING IS COMPLETED, THE AGENCY PROVIDES CERTIFICATION OF THE RESULTS AS EVIDENCE OF COMPLIANCE. ADDITIONALLY, THE AGENCY SERVICES NONRESIDENTIAL PROJECTS WITH DUCT LEAKAGE, AS WELL AS INDIVIDUAL HEATING AND COOLING SYSTEMS TESTING. THE AGENCY ALSO PROVIDES WHOLE HOUSE RATING AND HOME PERFORMANCE TESTING AND CERTIFICATIONS TO VARIOUS CUSTOMERS. 395723 1120496 THE AGENCY ADMINISTERS THE PORTABLE BATTERY PILOT PROGRAM FOR PACIFIC GAS AND ELECTRIC (PG&E) COMPANY TO PROVIDE RELIEF TO LOW-INCOME HOUSEHOLDS DURING PUBLIC SAFETY POWER SHUTOFFS. A PUBLIC SAFETY POWER SHUTOFF, ALSO CALLED A PSPS, OCCURS IN RESPONSE TO SEVERE WEATHER CONDITIONS. PG&E TURNS OFF POWER TO HELP PREVENT WILDFIRES. THE AGENCY PROVIDES SOLAR BATTERIES TO LOW-INCOME HOUSEHOLDS TO POWER LIFE SUSTAINING DEVICES DURING A PSPS EVENT. THE AGENCY CONTRACTED WITH PG&E TO SUPPORT MARKETING, EDUCATION, AND OUTREACH EFFORTS FOR MULTIPLE PROGRAMS TARGETING "HARD TO REACH" POPULATIONS, AS WELL AS LOCAL AND TRIBAL GOVERNMENTS AND COMMUNITY BASED ORGANIZATION ACROSS THE SERVICE AREA. SPECIFICALLY, THE AGENCY PERFORMS MARKETING AND OUTREACH FOR THE CALIFORNIA ALTERNATE RATES AND ENERGY (CARE), FAMILY ELECTRIC RATE ASSISTANCE (FERA), AND OTHER ENERGY SERVICE ASSISTANCE PROGRAMS. 395723 1120496 11735159 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 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 1 21 0 1 106 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 CA X THE ORGANIZATION 8317617080 135 AVIATION WAY 7 WATSONVILLE CA 95076 DR TIFFANY WISE-WEST CHAIR 1.00 X X 0 0 0 MARYA OURO-GBELEOU TREASURER 1.00 X X 0 0 0 JENNY MCADAMS SECRETARY 1.00 X X 0 0 0 GLORIA CARREON BOARD MEMBER 1.00 X 0 0 0 HUNTER LEIGHTON BOARD MEMBER 1.00 X 0 0 0 KEVIN BAILEY BOARD MEMBER 1.00 X 0 0 0 PETER ODRYNA BOARD MEMBER 1.00 X 0 0 0 RANDY POZOS BOARD MEMBER 1.00 X 0 0 0 SAKSHI HEGDE BOARD MEMBER 1.00 X 0 0 0 PATRICE JACKSON-RODUNER CHIEF FINANCIAL OFFICER 40.00 X 183526 0 19792 DENNIS OSMER CHIEF EXECUTIVE OFFICER 40.00 X 262358 0 48553 ELIZABETH JULIANA GARCIA CHIEF OPERATIONS OFFICER 40.00 X 131450 0 13764 CHRISTOPHER JOHNSON LEAD SOFTWARE ARCHITECT 40.00 X 163619 0 46154 LIZET MORENO DIRECTOR OF COMM. & DEV. 40.00 X 160166 0 15565 EDUARDO REYES QUALITY ASSURANCE MANAGER 40.00 X 131593 0 16500 OSCAR RICO QUALITY ASSURANCE INSPECTOR 40.00 X 138501 0 0 1171213 0 160328 9 0 1 0 TROMBORG ROYAL PLUMBING AND HEATING 7 WASHINGTON STREET DALY CITY CA 94014 HVAC SUBCONTRACTOR 367481 RA NETWORKING 520 HELEN DRIVE MILLBRAE CA 94030 INFORMATION TECHNOLOGY 150500 2 12322615 1500 12324115 CONTRACT REVENUE 221000 1120496 1120496 FEES FOR SERVICE 221000 1041573 1041573 2162069 21609 21609 OTHER INCOME 900099 52185 52185 52185 14559978 2162069 0 73794 659443 563092 96351 6332258 5118579 1213679 297636 213274 84362 1192514 1035210 157304 488926 458562 30364 60 60 63587 59328 4259 19136 19136 419737 297638 122099 7496 7474 22 313067 293054 20013 119654 107909 11745 845710 658769 186941 18150 6966 11184 161352 152814 8538 161321 161321 129686 120689 8997 CONSTRUCTION MATERIALS 2047833 2038763 9070 TOOLS 356044 353816 2228 DIRECT BENEFIT PAYMENTS 55379 48120 7259 MEMBERSHIP AND SUBSCRIP 20005 18661 1344 21060 21060 13730054 11735159 1994895 0 46278 72238 1262315 1843159 1444412 1321505 209304 524469 632813 718787 137302 142163 1528125 954524 145538 573601 1170158 1418976 5048120 6614898 632300 723495 1396126 2041785 2028426 2765280 X 3019694 3849618 3019694 3849618 5048120 6614898 829924 0 X 0 1 X 1 1 1 X 8015239 13267456 11172057 11683696 12324115 56462563 8015239 13267456 11172057 11683696 12324115 56462563 56462563 2669 2607 2791 16997 21609 46673 37892 52185 90077 56599313 10553708 0.99760 0.99880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 19136 0 0 19136 0 PART II-B, LINE 1: CONTACT WITH LEGISLATURE TO ENCOURAGE LEGISLATION TO SUPPORT LIHEAP AND RELATED INITIATIVES. 1513786 940185 573601 14339 14339 0 573601 DEPOSITS - MISC 44716 WORKERS COMP DEPOSIT 42080 OPERATING LEASE RIGHT-OF-USE ASSET 1332180 1418976 OPERATING LEASE LIABILITY 1775447 GOVERNMENT ADVANCE 266338 2041785 X 14559978 0 14559978 0 14559978 13730054 0 13730054 0 13730054 PART X, LINE 2: THE AGENCY HAS RECEIVED TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE STATE OF CALIFORNIA REVENUE AND TAXATION CODE. THE AGENCY IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE INTERNAL REVENUE SERVICE ("IRS") ALONG WITH RELATED STATE FILINGS. THE RELATED TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. THE AGENCY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X X X 0 0 0 0 0 0 0 0 0 DENNIS OSMER CHIEF EXECUTIVE OFFICER 262358 0 0 0 0 0 20989 0 27564 0 310911 0 0 0 CHRISTOPHER JOHNSON LEAD SOFTWARE ARCHITECT 163619 0 0 0 0 0 19946 0 26208 0 209773 0 0 0 PATRICE JACKSON-RODUNER CHIEF FINANCIAL OFFICER 183526 0 0 0 0 0 7605 0 12187 0 203318 0 0 0 LIZET MORENO DIRECTOR OF COMM. & DEV. 160166 0 0 0 0 0 0 0 15565 0 175731 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. AFTER COMPLETION OF SAID RETURNS, THE ORGANIZATION IS SENT A DRAFT OF THE TAX RETURNS TO BE REVIEWED AND EXAMINED. THE ORGANIZATION MAKES COPIES OF THE RETURNS AND DISTRIBUTES TO THOSE INDIVIDUALS CHARGED WITH GOVERNANCE. THOSE INDIVIDUALS AT THAT TIME CAN REVIEW AND IF APPLICABLE DISCUSS ANY LINE ITEMS IN THE RETURN WITH THE ACCOUNTANT WHO HAS PREPARED THE RETURN. IF ALL ITEMS ARE FOUND TO BE ACCEPTABLE, AN AUTHORIZATION IS SIGNED AND PROVIDED TO AUTHORIZE THE OUTSIDE ACCOUNTING FIRM TO PROCESS, SIGN AND PROVIDE COPIES OF THE RETURNS TO BE FILED (PAPER OR ELECTRONICALLY) WITH THE DESIGNATED GOVERNMENTAL AGENCIES. THE TAX RETURNS ARE THEN SIGNED BY THE ORGANIZATION, STAMPED AND MAILED WITH CERTIFIED RETURN RECEIPT OR THE SIGNED FORM 8879 IS PROVIDED TO THE OUTSIDE ACCOUNTING FIRM ALLOWING ELECTRONIC FILING. FORM 990, PART VI, SECTION B, LINE 12C PURSUANT TO THE PURPOSE AND INTENT OF THE BOARD OF DIRECTORS, CENTRAL COAST ENERGY SERVICES, INC. REQUIRES DISCLOSURE OF CONFLICT OF INTERESTS BETWEEN BOARD MEMBERS AND DIRECTORS, THEIR EXTENDED FAMILIES, ORGANIZATION (IF ANY). FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION REVIEW PROCESS FOR THE EXECUTIVE DIRECTOR IS: DATA IS GATHERED FOR EXECUTIVE DIRECTOR USING COMPENSATION SURVEYS FOR NORTHERN CALIFORNIA. THE INFORMATION IS PROVIDED TO THE BOARD OF DIRECTORS AND THEY DETERMINE WHAT THE APPROPRIATE COMPENSATION WILL BE. HUMAN RESOURCES PROVIDES ANY ADDITIONAL INFORMATION THAT MAY BE REQUESTED FROM THE BOARD BEFORE THEY DETERMINE THE COMPENSATION. ONCE THE COMPENSATION IS DETERMINED THE BOARD INFORMS HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE PRINCIPAL PLACE OF BUSINESS. THE CONFLICT OF INTEREST POLICY AND THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.