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← SMART ELECTRIC POWER ALLIANCE

Form 990 for tax year 2024

Filed by SMART ELECTRIC POWER ALLIANCE.

Totals

Total revenue
$19,875,569
Total expenses
$15,221,999
Contributions and grants received
$401,442
Grants paid
$76,111
Program service revenue
$17,716,593
Investment income
$1,326,905
Other revenue
$430,629
Total assets, end of year
$39,471,528
Total liabilities, end of year
$7,113,057
Net assets or fund balances, end of year
$32,358,471
Program services expenses (Part IX)
$8,588,876
Management and general expenses
$6,633,123
Fundraising expenses
$0
Program service expenses (Part III)
$8,588,876

Program services were 56.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Paul Lau

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Peter Muhoro

    Chair Elect

    Total calculated
    $0
    Hours/week
    1

  • Melissa Washington

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Seth Frader-Thompson

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Alice Jackson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Andrew McAllister

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Carlos Restrepo

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Caroline Choi

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Chris Roe

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Darryl Willis

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Elaina Ball

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Hannah Bascom

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Janisse Quinones

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jay Lasseter

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jeff Guldner

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Joe Hoagland

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Linda Ferrone

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Marion Gold

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mari McClure

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Melissa Lavinson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Scott Harden

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sheri Givens

    President & CEO

    Total calculated
    $608,719
    From this org
    $575,900
    From related orgs
    $0
    Other
    $32,819
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $415,900
    Bonus
    $160,000
    Other
    $0
    Deferred
    $23,000
    Nontaxable benefits
    $9,819
    Filer's total
    $608,719

  • Beth Eagle

    Chief Finance & Operations Officer

    Total calculated
    $319,540
    From this org
    $287,742
    From related orgs
    $0
    Other
    $31,798
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $265,742
    Bonus
    $22,000
    Other
    $0
    Deferred
    $23,000
    Nontaxable benefits
    $8,798
    Filer's total
    $319,540

  • Emily Fisher

    Chief Strategy Officer

    Total calculated
    $147,610
    From this org
    $144,000
    From related orgs
    $0
    Other
    $3,610
    Hours/week
    40

  • Courtney Peterson

    Chief People & Culture Officer

    Total calculated
    $22,451
    From this org
    $21,667
    From related orgs
    $0
    Other
    $784
    Hours/week
    40

  • Courtney Galatioto

    VP of Membership

    Total calculated
    $266,943
    From this org
    $250,350
    From related orgs
    $0
    Other
    $16,593
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,350
    Bonus
    $22,000
    Other
    $0
    Deferred
    $10,000
    Nontaxable benefits
    $6,593
    Filer's total
    $266,943

  • Ukiah Busch

    VP of Development

    Total calculated
    $227,415
    From this org
    $220,334
    From related orgs
    $0
    Other
    $7,081
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,417
    Bonus
    $10,917
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $7,081
    Filer's total
    $227,415

  • Jared Leader

    Sr Dir Research & Industry Strategy

    Total calculated
    $205,114
    From this org
    $198,723
    From related orgs
    $0
    Other
    $6,391
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,973
    Bonus
    $19,750
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $6,391
    Filer's total
    $205,114

  • Aaron Smallwood

    VP Research & Industry Strategy

    Total calculated
    $196,859
    From this org
    $187,466
    From related orgs
    $0
    Other
    $9,393
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,866
    Bonus
    $8,600
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $9,393
    Filer's total
    $196,859

  • Garrett Fitzergald

    Sr Dir Research & Industry Strategy

    Total calculated
    $202,544
    From this org
    $195,539
    From related orgs
    $0
    Other
    $7,005
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,789
    Bonus
    $19,750
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $7,005
    Filer's total
    $202,544

  • Christopher Schroeder

    VP of Research & Strategy

    Total calculated
    $130,925
    From this org
    $108,167
    From related orgs
    $0
    Other
    $22,758
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 1a
As part of SEPA's benefits, employees receive reimbursement for gym memberships.
Part I, Line 3
SEPA completed a salary compensation study in 2023. There is a compensation committee on the board, the board approves the CEO's initial salary and reviews every other year, and there is an employment contract.
Part I, Line 5
SEPA does pay base bonuses based on the Organization's revenue.
Part I, Line 6
SEPA does pay base bonuses based on the Organization's revenue.
Part I, Line 7
All eligible employees were awarded bonuses which were determined based on the discretion of the executive team, except for Sheri Givens, President and CEO, whose bonus is determined based on meeting performance objectives according to her employee contract.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202543189349302819

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