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Nonprofiteer
← ASSOCIATION FOR ENERGY AFFORDABILITY INC

Form 990 for tax year 2022

Filed by ASSOCIATION FOR ENERGY AFFORDABILITY INC.

Totals

Total revenue
$27,867,301
Total expenses
$26,037,128
Contributions and grants received
$16,445,684
Grants paid
$0
Program service revenue
$11,390,036
Investment income
$30,391
Other revenue
$1,190
Total assets, end of year
$27,117,688
Total liabilities, end of year
$21,141,260
Net assets or fund balances, end of year
$5,976,428
Program services expenses (Part IX)
$24,964,034
Management and general expenses
$1,073,094
Fundraising expenses
$0
Program service expenses (Part III)
$24,964,034

Program services were 95.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $500

  • 1e · Government grants (contributions)

    $16,445,184

  • 2a · Program service revenue: PROG. IMPLEMENT. FEES-CA OPERATIO

    total $8,514,526 · related or exempt $8,514,526

  • 2b · Program service revenue: PROG. IMPLEMENT. FEES

    total $2,617,504 · related or exempt $2,617,504

  • 2c · Program service revenue: OTHER PROGRAM SERVICES

    total $258,006 · related or exempt $258,006

  • 3 · Investment income

    total $30,391 · excluded $30,391

  • 11a · Other revenue: OTHER INCOME

    total $1,190 · related or exempt $1,190

  • 11e · Other revenue, total

    $1,190

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $927,041 · program services $596,586 · management and general $330,455

  • 7 · Other salaries and wages

    total $7,118,537 · program services $6,839,266 · management and general $279,271

  • 8 · Pension plan contributions

    total $196,130 · program services $196,130

  • 9 · Other employee benefits

    total $1,177,161 · program services $1,177,161

  • 10 · Payroll taxes

    total $772,854 · program services $753,134 · management and general $19,720

  • 11b · Fees: legal

    total $12,010 · management and general $12,010

  • 11g · Fees: other

    total $452,390 · program services $362,505 · management and general $89,885

  • 13 · Office expenses

    total $754,351 · program services $739,687 · management and general $14,664

  • 14 · Information technology

    total $116,989 · program services $116,989

  • 16 · Occupancy

    total $1,450,544 · program services $1,325,507 · management and general $125,037

  • 17 · Travel

    total $182,712 · program services $177,235 · management and general $5,477

  • 19 · Conferences, conventions and meetings

    total $76,456 · program services $48,796 · management and general $27,660

  • 23 · Insurance

    total $521,585 · program services $375,622 · management and general $145,963

  • 24a · Other expenses: WEATHERIZATION SERVICES

    total $11,820,758 · program services $11,820,754 · management and general $4

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $240,189 · program services $240,189

  • 24c · Other expenses: TRAINING SERVICES

    total $108,427 · program services $108,427

  • 24d · Other expenses: EQUIPMENT RENTAL/MAINT.

    total $84,645 · program services $84,645

  • 24e · All other expenses

    total $24,349 · program services $1,401 · management and general $22,948

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,557,706 · end of year $6,056,988

  • 3 · Pledges and grants receivable

    beginning of year $2,068,233 · end of year $6,910,402

  • 4 · Accounts receivable

    beginning of year $2,858,090 · end of year $6,571,399

  • 8 · Inventories for sale or use

    beginning of year $72,892 · end of year $60,536

  • 9 · Prepaid expenses and deferred charges

    beginning of year $239,665 · end of year $121,198

  • 10a · Land, buildings and equipment: cost or other basis

    $42,998

  • 10b · Land, buildings and equipment: accumulated depreciation

    $42,998

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $7,397,165

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,518,816 · end of year $9,729,789

  • 19 · Deferred revenue

    beginning of year $2,037,847 · end of year $3,926,534

  • 25 · Other liabilities

    beginning of year $93,668 · end of year $7,484,937

  • 27 · Net assets without donor restrictions

    beginning of year $4,146,255 · end of year $5,976,428

Mission and programs · 2022

Mission

WE MAKE ENERGY EFFICIENCY AFFORDABLE IN NEW AND EXISTING BUILDINGS.

Activities or mission (Part I)

AEA'S MISSION IS TO PROMOTE ENERGY AFFORDABILITY THROUGH ENERGY EFFICIENCY IN NEW AND EXISTING BUILDINGS. AEA PROVIDES TRAINING AND TECHNICAL SERVICES IN SUPPORT OF NONPROFIT COMMUNITY BASED ORGANIZATIONS, WHICH PROVIDE LOW INCOME WEATHERIZATION AND ENERGY EFFICIENCY PROGRAM SERVICES, IN NEW YORK AND CALIFORNIA. AEA IS ALSO A DIRECT WEATHERIZATION AND ENERGY EFFICIENCY SERVICES PROVIDER IN NEW YORK. IN ADDITION, AEA IS A PROGRAM IMPLEMENTER, TECHNICAL SERVICES PROVIDER SOLUTIONS PARTNER IN VARIOUS GOVERNMENT AND UTILITY ENERGY EFFICIENCY PROGRAMS IN NEW YORK AND CALIFORNIA. AEA ENGAGES IN THESE BROAD RANGE OF EDUCATIONAL, TECHNICAL AND ENERGY EFFICIENCY MANAGEMENT SERVICES TO ACHIEVE THIS MISSION OF MAKING ENERGY AFFORDABILITY A REALITY.

  • AEA CALIFORNIA IMPLEMENTS ENERGY, EDUCATION AND TRAINING PROGRAMS AND RESEARCH AND DEMONSTRATION PROJECTS TO IMPROVE HOUSING AFFORDABILITY, HEALTH, SAFETY, AND COMFORT IN LOW-INCOME AND DISADVANTAGED COMMUNITIES WHILE ALLEVIATING ENERGY USE AND GREENHOUSE GAS EMISSIONS. OUR PROGRAM IMPLEMENTATIONS FACILITATE OVER A HUNDRED ENERGY RETROFIT PROJECTS IN MULTIFAMILY BUILDINGS ANNUALLY, BENEFITING MORE THAN SIX THOUSAND LOW-INCOME TENANTS. AEA CALIFORNIA'S LARGEST PROGRAM, THE LOW INCOME WEATHERIZATION PROGRAM, ADMINISTERED BY THE CALIFORNIA DEPARTMENT OF COMMUNITY SERVICES AND DEVELOPMENT, HAS DEPLOYED MORE THAN $44M IN INCENTIVES TO 10,393 LOW-INCOME MULTIFAMILY HOUSEHOLDS, WHICH SAVES 19,655,614 KILOWATT-HOURS, 1,059,379 THERMS, AND 11,825 METRIC TONS OF CO2E YEARLY.

    Expenses $7,824,754 · Revenue $8,514,526

  • THE FEDERAL GOVERNMENT IMPLEMENTED THE AMERICAN RESCUE PLAN ACT IN 2021, WHICH SET ASIDE FUNDING FOR ELECTRIFICATION SERVICES, SUCH AS INSTALLING HEAT PUMPS, WATER HEATERS, MINI-SPLIT SYSTEMS, AND WINDOW REPLACEMENTS. AEA PERFORMED THESE SERVICES IN THE BRONX AND BROOKLYN, REACHING 238 UNITS.

    Expenses $7,538,915 · Revenue $258,006

  • WEATHERIZATION ASSISTANCE DIRECTLY PROVIDES WEATHERIZATION SERVICES TO LOW-INCOME COMMUNITIES AND SUPPORTS COMMUNITY-BASED ORGANIZATIONS THROUGH ENERGY AUDITS, TRAINING, AND TECHNICAL SERVICES IN NEW YORK. THE PROGRAM REACHED 535 UNITS IN 2022, CONSISTING OF SMALL HOMES AND MULTIFAMILY BUILDINGS.

    Expenses $5,018,443

  • MOST OTHER PROGRAMS INVOLVE UTILITY, TECHNICAL, AND NEW CONSTRUCTION WORK. UTILITY INSTALLS LED LIGHTING, SHOWERHEADS, STEAM TRAPS, BATH AND KITCHEN AERATORS. THIS YEAR, 3,035 RESIDENCES WERE SERVED, AND 27,112 KILOWATT-HOURS AND 1,356,842 THERMS OF ENERGY WERE SALVAGED. TECHNICAL SERVICES PRIMARILY OVERSEE ENERGY AUDITS AND RETRO-COMMISSIONING PROJECTS TO COMPLY WITH NYC LL-87 LAW AND ELECTRIFICATION STUDIES, EQUIPMENT SPECIFICATIONS, AND CONSTRUCTION FOR LOW-CARBON AND ENERGY-SAVING BUILDING UPGRADES. OVER 7,700 UNITS BENEFITED. NEW CONSTRUCTION FACILITATES AFFORDABLE HOUSING DEVELOPMENT AND CERTIFICATIONS UNDER THE ENTERPRISE GREEN COMMUNITIES PROGRAM. THE MEDIAN ENERGY SAVINGS ACHIEVED WAS A 17.16% IMPROVEMENT OVER THE ASHRAE 90.1 STANDARD.

    Expenses $4,581,922 · Revenue $2,618,694

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Daniel Reiber

    SECRETARY / TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Gary Brown

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Joseph Barden

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Karen Jackson-Campbell

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    0.5

  • Wendell Rice

    VICE-CHAIRMAN (OUTGOING)

    Total calculated
    $0
    Hours/week
    0.5

  • David Hepinstall

    EXECUTIVE DIRECTOR

    Total calculated
    $260,655
    From this org
    $230,202
    From related orgs
    $0
    Other
    $30,453
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $172,615
    Bonus
    $0
    Other
    $57,587
    Deferred
    $9,268
    Nontaxable benefits
    $21,185
    Filer's total
    $260,655

  • Nasser Ghaleb

    CHIEF FINANCIAL OFFICER

    Total calculated
    $219,128
    From this org
    $165,300
    From related orgs
    $0
    Other
    $53,828
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $165,300
    Bonus
    $0
    Other
    $0
    Deferred
    $7,000
    Nontaxable benefits
    $46,828
    Filer's total
    $219,128

  • Peter S Hoyle

    CHIEF OPERATING OFFICER

    Total calculated
    $208,586
    From this org
    $185,577
    From related orgs
    $0
    Other
    $23,009
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $185,577
    Bonus
    $0
    Other
    $0
    Deferred
    $7,643
    Nontaxable benefits
    $15,366
    Filer's total
    $208,586

  • Andrew Brooks

    SR. DIRECTOR, AEA WEST

    Total calculated
    $238,672
    From this org
    $205,951
    From related orgs
    $0
    Other
    $32,721
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $205,951
    Bonus
    $0
    Other
    $0
    Deferred
    $8,585
    Nontaxable benefits
    $24,136
    Filer's total
    $238,672

  • Amy Dryden

    DIRECTOR OF STRATEGIC INNO

    Total calculated
    $181,227
    From this org
    $145,407
    From related orgs
    $0
    Other
    $35,820
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $145,407
    Bonus
    $0
    Other
    $0
    Deferred
    $5,949
    Nontaxable benefits
    $29,871
    Filer's total
    $181,227

  • Dominic Danquah

    ENERGY EFFICIENCY ENGINEER

    Total calculated
    $136,524
    From this org
    $114,462
    From related orgs
    $0
    Other
    $22,062
    Hours/week
    35

  • Francis Rodriguez

    DIRECTOR-WEATHERIZATION

    Total calculated
    $231,141
    From this org
    $178,186
    From related orgs
    $0
    Other
    $52,955
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $178,186
    Bonus
    $0
    Other
    $0
    Deferred
    $7,514
    Nontaxable benefits
    $45,441
    Filer's total
    $231,141

  • Nicholas Dirr

    SR. DIRECTOR, PROGRAMS

    Total calculated
    $227,283
    From this org
    $180,575
    From related orgs
    $0
    Other
    $46,708
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $180,575
    Bonus
    $0
    Other
    $0
    Deferred
    $7,561
    Nontaxable benefits
    $39,147
    Filer's total
    $227,283

  • Sarah Hill

    DIR. LOW INCOME PROGRAM

    Total calculated
    $139,852
    From this org
    $122,276
    From related orgs
    $0
    Other
    $17,576
    Hours/week
    35

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 survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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 II:
THE AMOUNT IN COLUMN B(III) REPRESENTS VACATION PAYOUT FOR DAVID HEPISTALL.

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202323199349330742

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