Totals
- Total revenue
- $222,712,591
- Total expenses
- $225,377,458
- Contributions and grants received
- $219,475,447
- Grants paid
- $153,550
- Program service revenue
- $0
- Investment income
- $3,223,718
- Other revenue
- $13,426
- Total assets, end of year
- $128,520,504
- Total liabilities, end of year
- $41,875,379
- Net assets or fund balances, end of year
- $86,645,125
- Program services expenses (Part IX)
- $212,414,967
- Management and general expenses
- $12,962,491
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $212,414,967
Program services were 94.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
MICHAEL COLGROVE
EXECUTIVE DIRECTOR
- Total calculated
- $304,906
- From this org
- $267,237
- From related orgs
- $0
- Other
- $37,669
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $266,364
- Bonus
- $0
- Other
- $873
- Deferred
- $16,245
- Nontaxable benefits
- $21,424
- Filer's total
- $304,906
-
DEBORAH MENASHE
DIRECTOR OF LEGAL AND PEOPLE
- Total calculated
- $255,873
- From this org
- $230,414
- From related orgs
- $0
- Other
- $25,459
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $228,797
- Bonus
- $0
- Other
- $1,617
- Deferred
- $13,914
- Nontaxable benefits
- $11,545
- Filer's total
- $255,873
-
SCOTT CLARK
IT DIRECTOR
- Total calculated
- $260,729
- From this org
- $225,443
- From related orgs
- $0
- Other
- $35,286
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $224,224
- Bonus
- $0
- Other
- $1,219
- Deferred
- $13,516
- Nontaxable benefits
- $21,770
- Filer's total
- $260,729
-
FRED GORDON
DIRECTOR OF PLANNING & EVALUATION
- Total calculated
- $244,365
- From this org
- $205,291
- From related orgs
- $0
- Other
- $39,074
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $203,649
- Bonus
- $0
- Other
- $1,642
- Deferred
- $12,448
- Nontaxable benefits
- $26,626
- Filer's total
- $244,365
-
TRACY SCOTT
ENERGY PROGRAMS DIRECTOR
- Total calculated
- $228,232
- From this org
- $204,871
- From related orgs
- $0
- Other
- $23,361
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $203,260
- Bonus
- $0
- Other
- $1,611
- Deferred
- $12,360
- Nontaxable benefits
- $11,001
- Filer's total
- $228,232
-
AMBER COLE
DIRECTOR OF COMMUNICATIONS
- Total calculated
- $242,533
- From this org
- $198,256
- From related orgs
- $0
- Other
- $44,277
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $197,388
- Bonus
- $0
- Other
- $868
- Deferred
- $12,084
- Nontaxable benefits
- $32,193
- Filer's total
- $242,533
-
CHRISTOPHER DUNNING
CHIEF FINANCIAL OFFICER
- Total calculated
- $229,372
- From this org
- $191,033
- From related orgs
- $0
- Other
- $38,339
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $190,388
- Bonus
- $0
- Other
- $645
- Deferred
- $12,026
- Nontaxable benefits
- $26,313
- Filer's total
- $229,372
-
HENRY LORENZEN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
ROLAND RISSER
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1.75
-
SUSAN BRODAHL
TREASURER
- Total calculated
- $0
- Hours/week
- 3.25
-
ERIC HAYES
SECRETARY
- Total calculated
- $0
- Hours/week
- 1.75
-
ANNE ROOT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
BILL TOVEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2.25
-
ELLEN ZUCKERMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
ELLSWORTH LANG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
THELMA FLEMING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JANE PETERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2.25
-
MELISSA CRIBBENS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3.75
-
PETER THERKELSEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2.25
-
SILVIA TANNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 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
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PART I, QUESTION 4B
- ENERGY TRUST SPONSORS A NONQUALIFIED DEFERRED COMPENSATION PLAN FOR SELECTED EMPLOYEES. INVESTMENTS ARE OWNED BY ENERGY TRUST AND MANAGED INDIVIDUALLY BY EACH PARTICIPANT. AT THE TIME AN EMPLOYER CONTRIBUTION IS MADE, THE BOARD OF DIRECTORS WILL, IN ITS SOLE DISCRETION, DETERMINE WHETHER THE EMPLOYER CONTRIBUTION WILL BE INITIALLY FULLY VESTED OR WILL BECOME VESTED IN ACCORDANCE WITH VESTING TERMS DESIGNATED BY THE BOARD OF DIRECTORS. ENERGY TRUST DID NOT MAKE DISCRETIONARY CONTRIBUTIONS TO THE PLAN DURING THE YEARS ENDED DECEMBER 31, 2023 OR 2022.
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
-
SUPPORT IN-PERSON OUTREACH TO THEIR CUSTOMERS.
-
$10,000
SUPPORT STAFF AND 109 HOUSEHOLDS LEARN ABOUT ENERGY EFFICIENCY AND CLEAN ENERGY.
-
SUPPORT LAUNCH OF A CULTURALLY SPECIFIC OUREACH CAMPAIGN TO EXPAND ENERGY TRUST OFFERS TO COMMUNITY.
-
LAKE COUNTY RESOURCES INITIATIVE
$10,000
CONDUCT A MULTI-DAY ENERGY FOCUSED EDUCATIONAL WORKSHOP AT LAKEVIEW HIGH SCHOOL.
-
$10,000
CONDUCT ONE-ON-ONE MENTORSHIP WITH CONTRACTORS AND ENHANCE GREEN BUILDING TECHNICAL EDUCATION.
-
$10,000
SUPPORT THREE ENERGY WORKSHOPS TO HELP MULTIFAMILY TENANTS AND HOMEOWNERS LEARN STRATEGIES TO REDUCE ENERGY USE.
-
$10,000
SUPPORT OUTREACH AND BRING AWARENESS ABOUT ENERGY TRUST OFFERS AND SERVICES.
-
OREGON NATIVE AMERICAN CHAMBER
$10,000
SUPPORT THE HIRE OF A PROGRAM MANAGER TO SUPPORT THEIR CLEAN ENERGY PROGRAM.
-
$10,000
SUPPORTED MULTILINGUAL DIRECT OUTREACH TO INFORM MADRAS HIGH SCHOOL COMMUNITY ABOUT CLEAN ENERGY.
-
$10,000
SUPPORT DEI ACTIVITIES TO EQUITABLY SERVE OREGONIANS AND PROVIDE BETTER INFORMATION ON SOLAR AND SOLAR RELATED OFFERS.
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202442279349303459
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.