2025-11-06T11:33:54-06:00 2024-12-31 WITHUMSMITHBROWNPC 100 SPECTRUM CENTER DRIVE STE 1000 IRVINE CA 92618 990 2024-01-01 200943616 The Energy Coalition % DORIS DO ENER 9497014646 525 Technology Drive Suite 350 Irvine CA 92618 Doris Do Vice-President 9497014646 2025-11-17 true true Israel Tannenbaum P01589203 9492612808 2025-11-17 2024 2025-03-06 01:10:19Z Craig Perkins 525 Technology Drive STE 350 Irvine CA 92618 20061692 false X www.energycoalition.org X 2004 CA To mobilize, educate, inform, and empower communities to leap into the future of clean energy that is affordable and accessible for all. 6 3 98 80 0 0 16917153 19764546 0 0 277523 296286 8130 860 17202806 20061692 0 0 0 0 10878038 12974149 0 0 0 6706326 7102911 17584364 20077060 -381558 -15368 20245835 18876890 6503896 5053770 13741939 13823120 X TO MOBILIZE, EDUCATE, INFORM AND EMPOWER COMMUNITIES TO LEAP INTO THE FUTURE OF CLEAN ENERGY. OUR VISION IS A FUTURE IN WHICH CLEAN ENERGY IS AFFORDABLE AND ACCESSIBLE FOR ALL COMMUNITIES. WE ACCOMPLISH THIS BY FORGING CLOSE PARTNERSHIPS AMONG PUBLIC AGENCIES, UTILITIES, BUSINESSES, SCHOOLS, INDIVIDUALS AND COMMUNITY ORGANIZATIONS TO SECURE FUNDING FOR ENERGY INVESTMENTS, DESIGN ENERGY PROGRAMS, GUIDE ENERGY PLANNING, CONNECT WITH COMMUNITIES, AND EDUCATE FUTURE ENERGY LEADERS. false false 15134865 Program Delivery: Includes Investor Owned Utilities (IOU) public rate payer funded public agency, commercial, transportation, and residential programs that promote energy sustainability through the design and implementation of energy efficiency programs. 2194216 EDUCATION INITIATIVES: INCLUDES COMPREHENSIVE ENERGY, SUSTAINABILITY, AND PHYSICAL SCIENCE EDUCATION & WORKFORCE DEVELOPMENT PROGRAMS. 17329081 true true false false false false false false false false true false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 21 0 true 98 true false false false false false false false false false false false false X 6 3 false false false false false false false true true false false true true true true true true true true false CA X DORIS DO 9497014646 525 TECHNOLOGY DRIVE SUITE 350 IRVINE CA 92618 X Craig Perkins President 40.0 0.0 X X 679622 0 39770 Allison Hart BOARD MEMBER 40.0 0.0 X X 660630 0 39582 Laurel A Rothschild Vice President 40.0 0.0 X 317487 0 24290 Doris Do Vice President 40.0 0.0 X 320037 0 20707 Genaro Bugarin Director 40.0 0.0 X 203316 0 24284 Marc Costa Director 40.0 0.0 X 208293 0 13150 Rebecca Hausheer Director 40.0 0.0 X 207383 0 10893 Robert Keegan CHAIRMAN 6.0 0.0 X X 68250 0 0 Michael Brown Board Member 2.0 0.0 X 39545 0 0 Todd Campbell Board Member 2.0 0.0 X 39412 0 0 Charles Carlson board member 2.0 0.0 X 31500 0 0 2775475 0 172676 7 false true false 0 16256569 3507977 19764546 0 296286 296286 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 860 860 860 20061692 860 296286 X 0 0 0 0 1608960 1036310 572650 0 9632750 8468033 1164717 363730 337114 26616 576101 531966 44135 792608 682339 110269 0 4696 4696 47843 47843 0 0 24051 24051 4399138 4393507 5631 0 132409 114899 17510 541019 442670 98349 0 943373 662779 280594 123760 5559 118201 0 244201 58701 185500 0 0 75121 62350 12771 122653 101802 20851 OTHER EXPENSES 444647 431052 13595 20077060 17329081 2747979 0 X 3070 3070 6780459 4942242 3204640 3783444 630 1602 0 0 0 0 0 0 0 0 380959 403576 604339 346206 272580 258133 6607508 7137516 0 0 0 0 0 0 2995989 2347307 20245835 18876890 3380458 2587700 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3123438 2466070 6503896 5053770 X 13741939 13823120 0 0 0 0 0 0 0 0 13741939 13823120 20245835 18876890 -15368 96549 X X false true X true false X 14344292 15271209 15284980 16917153 19764546 81582180 0 0 14344292 15271209 15284980 16917153 19764546 81582180 3428119 78154061 108178 129895 158944 266773 296286 960076 0 0 0 2145 8130 860 11135 82553391 0.94671 0.95498 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 163377 113321 50055 157617 75022 82595 283345 157863 125483 258133 OTHER ASSETS 68080 RIGHT OF USE ASSET 2279227 2347307 0 OPERATING LEASE LIABILITY 2466070 2466070 X 20138069 96549 3879 100428 20037641 24051 24051 20061692 20056888 3879 3879 20053009 24051 24051 20077060 PART X, LINE 2: TEC is exempt from taxation under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the California Revenue and Taxation Code and is generally not subject to federal and state income taxes. However, TEC is subject to income taxes on any net income that is derived from a trade or business, regularly carried on, and not in furtherance of the purposes for which it was granted exemption. Further, there are no income tax related penalties and interest included in these financial statements. TEC has adopted the accounting standards relating to accounting and reporting for uncertainty in income taxes. For TEC, these standards could be applicable to the incurrence of any unrelated business income attributable to TEC. Because of TEC's general tax-exempt status, these standards are not anticipated to have a material impact on TEC's financial statements at December 31, 2024 and 2023. X X X X X X false false false false false false false false false Craig Perkins President 463469 0 216153 0 0 0 17582 0 22188 0 719392 0 0 0 Allison Hart BOARD MEMBER 450814 0 209816 0 0 0 17394 0 22188 0 700212 0 0 0 Doris Do Vice President 247281 0 72756 0 0 0 11407 0 9300 0 340744 0 0 0 Laurel A Rothschild Vice President 244731 0 72756 0 0 0 12998 0 11292 0 341777 0 0 0 Marc Costa Director 190893 0 17400 0 0 0 7121 0 6029 0 221443 0 0 0 Rebecca Hausheer Director 189983 0 17400 0 0 0 5091 0 5802 0 218276 0 0 0 Genaro Bugarin Director 185916 0 17400 0 0 0 5915 0 18369 0 227600 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B: A DRAFT COPY OF THE 990 IS REVIEWED IN DETAIL BY THE ORGANIZATION BEFORE IT IS FINALIZED. A COPY OF THE FINAL FORM 990 IS THEN FORWARDED TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C: EACH YEAR, EVERY BOARD OFFICER MUST COMPLETE THE CONFLICT OF INTEREST POLICY FORM AND SUBMIT IT TO THE CHAIRMAN FOR REVIEW. IF A CONFLICT OF INTEREST IS PRESENT, THE CHAIR WILL APPOINT A COMMITTEE TO DETERMINE THE SPECIFIC NATURE AND DETERMINE THE ACTIONS NECESSARY, IF ANY, TO ENSURE THE COALITION'S INTERESTS ARE ADEQUATELY PROTECTED, AND IMPROPRIETY IS AVOIDED. FORM 990, PART VI, SECTION B, LINE 15: THE COMPENSATION COMMITTEE IS A STANDING COMMITTEE OF THE ENERGY COALITION'S BOARD OF DIRECTORS. THE COMMITTEE ASSISTS THE BOARD FULFULLING ITS RESPONSIBILITY TO OVERSEE THE COMPENSATION AND THE COALITION PROVIDES TO ITS EXECUTIVES AND SENIOR MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19: THE ENERGY COALITION'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE FOR REVIEW AT THE AGENCY'S OFFICE UPON WRITTEN REQUEST. COPIES OF THE DOCUMENTS MAY BE PROVIDED UPON REQUEST IF THE ENERGY COALITION IS REIMBURSED FOR THE COST OF THE TIME AND MATERIALS USED TO PROVIDE THOSE COPIES. FORM 990, PART VII, COLUMN D: BOARD MEMBERS WHO ARE NOT OFFICERS OF THE COALITION RECEIVE COMPENSATION BASED ON A MONTHLY RETAINER OF $2,050 AND QUARTERLY MEETING FEES OF $2,050. MEMBERS ARE ALSO ASSIGNED TO VARIOUS STANDING COMMITTEES OF THE BOARD AND ARE COMPENSATED FOR ATTENDING MEETINGS OF THOSE COMMITTEES. THE CHAIRMAN OF THE COALITION IS AN OFFICER AND RECEIVES COMPENSATION BASED ON A MONTHLY RETAINER OF $4,500 AND QUARTERLY MEETING FEES OF $4,500. MEMBERS OF THE AUDIT COMMITTEE RECEIVE $1,400 PER MEETING. ALL OTHER TELEPHONIC MEETINGS RESULT IN $750 MEETING FEES. MEMBERS OF ALL OTHER COMMITTEES RECEIVE $750 PER MEETING. UNDER THESE ARRANGEMENTS, INDIVIDUAL BOARD MEMBER COMPENSATION WILL VARY BASED ON WHEN A TERM OF OFFICE BEGAN, COMMITTEE ASSIGNMENTS, AND THE NUMBER OF COMMITTEE MEETINGS. THE CHAIRMAN RECEIVES ADDITIONAL COMPENSATION COMPARED TO REGULAR BOARD MEMBERS REFLECTING A SUBSTANTIALLY GREATER TIME COMMITMENT. THE ENERGY COALITION ENGAGED A INDEPENDENT LAW FIRM TO ANALYZE THE REASONABLENESS OF THE DIRECTORS' STIPENDS. THE FIRM CONCLUDED THAT THE AMOUNTS PAID TO THE BOARD MEMBERS WERE IN FACT REASONABLE, USING COMPARABILITY DATA AND REVIEW OF THE BOARD MEMBERS' DUTIES. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS AUDIT COMMITTEE OVERSIGHT PROCESS. THE ENERGY COALITION RECEIVES MUCH OF ITS FUNDING FROM GRANTS RECEIVED ON AN ANNUAL BASIS FROM CERTAIN UTILITY COMPANIES AND GOVERNMENT ENTITIES. THE ENERGY COALITION DOES NOT SPEND FUNDS IN OBTAINING THIS FUNDING. THEREFORE, THE ENTITY DOES NOT HAVE ANY REPORTABLE FUNDRAISING EXPENSES. FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTANTS TOTAL FEES:315614 FORM 990 PART IX LINE 11G DESCRIPTION:PROGRAM SUBCONTRACTORS TOTAL FEES:4083524