Form 990 for tax year 2023
Filed by NATIONAL ASSOCIATION OF ENERGY SERVICE COMPANIES.
Totals
- Total revenue
- $2,423,864
- Total expenses
- $2,311,169
- Contributions and grants received
- $8,119
- Grants paid
- $12,200
- Program service revenue
- $2,363,943
- Investment income
- $32,460
- Other revenue
- $19,342
- Total assets, end of year
- $1,862,405
- Total liabilities, end of year
- $316,868
- Net assets or fund balances, end of year
- $1,545,537
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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.
-
1e · Government grants (contributions)
$8,119
-
2a · Program service revenue: Membership Dues
total $1,558,522 · related or exempt $1,558,522
-
2b · Program service revenue: Trade Shows
total $684,821 · related or exempt $684,821
-
2c · Program service revenue: Accreditation
total $120,600 · related or exempt $120,600
-
3 · Investment income
total $41,804 · excluded $41,804
-
7a · Gross sales of assets other than inventory
securities $857,061
-
7b · Less cost or other basis and sales expenses
securities $866,405
-
7c · Gain or loss
securities -$9,344
-
7d · Net gain or loss
total -$9,344 · excluded -$9,344
-
11a · Other revenue: Other
total $19,342 · related or exempt $19,342
-
11e · Other revenue, total
$19,342
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $12,200
-
5 · Compensation of officers, directors and key employees
total $776,193
-
7 · Other salaries and wages
total $22,040
-
8 · Pension plan contributions
total $71,200
-
9 · Other employee benefits
total $113,676
-
10 · Payroll taxes
total $47,443
-
11b · Fees: legal
total $9,400
-
11c · Fees: accounting
total $52,466
-
11f · Fees: investment management
total $3,400
-
11g · Fees: other
total $567,924
-
13 · Office expenses
total $50,615
-
14 · Information technology
total $4,241
-
16 · Occupancy
total $24,300
-
17 · Travel
total $89,912
-
19 · Conferences, conventions and meetings
total $400,160
-
22 · Depreciation, depletion and amortization
total $4,383
-
23 · Insurance
total $15,814
-
24a · Other expenses: Bank and Merchant Fees
total $36,443 · program services $36,443
-
24b · Other expenses: Conference Registrations
total $9,359 · program services $9,359
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $838,039 · end of year $181,938
-
2 · Savings and temporary cash investments
beginning of year $405,952 · end of year $543,427
-
4 · Accounts receivable
beginning of year $27,818 · end of year $7,368
-
9 · Prepaid expenses and deferred charges
beginning of year $42,763 · end of year $72,948
-
10a · Land, buildings and equipment: cost or other basis
$12,878
-
10b · Land, buildings and equipment: accumulated depreciation
$7,822
-
10c · Land, buildings and equipment, net
beginning of year $8,849 · end of year $5,056
-
11 · Investments: publicly traded securities
beginning of year $433,201 · end of year $1,050,180
-
14 · Intangible assets
beginning of year $2,078 · end of year $1,488
-
17 · Accounts payable and accrued expenses
beginning of year $85,901 · end of year $87,373
-
19 · Deferred revenue
beginning of year $279,554 · end of year $229,495
-
27 · Net assets without donor restrictions
beginning of year $1,393,245 · end of year $1,545,537
Mission and programs · 2023
Mission
NAESCOs mission is to promote the delivery of comprehensive energy services including energy efficiency by Energy Service Companies (ESCOS) to maximize customer energy and dollar savings.
-
NAESCO conducts an accreditation program that provides users of energy efficiency services confidence in their efficiency service provider. NAESCO advocates and develops policies that encourage energy efficient project implementation and the creation of long-term value for ratepayers and society as a whole.
-
NAESCO provides its membership with special industry information and alerts covering market growth, opportunities and development, as well as produces a periodical newsletter that focuses on industry activity. NAESCO maintains a web site with information about the energy efficiency industry providing information for the public about energy efficiency project implementation and the changing energy efficiency policies and programs conducted by the Federal, State and Local governments.
-
In 2023, NAESCO hosted several live in person meetings. We held our Federal Workshop in March, our June Members Meeting and our Annual November meeting. We also held 4 live regional meetings. We continue to have robust attendance at our webinars, and typically do two per month. Attendance at live events was very strong in 2023, with about 350 attendees at our largest event.
As filed on the 2023 return.
Listed in Part VII
-
Timothy Unruh
Executive Director
- Total calculated
- $435,503
- From this org
- $352,321
- From related orgs
- $0
- Other
- $83,182
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $306,366
- Bonus
- $45,955
- Other
- not reported
- Deferred
- $33,376
- Nontaxable benefits
- $49,806
- Filer's total
- $435,503
-
Natasha Shah
Director
- Total calculated
- $254,145
- From this org
- $202,000
- From related orgs
- $0
- Other
- $52,145
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $202,000
- Bonus
- not reported
- Other
- not reported
- Deferred
- $19,434
- Nontaxable benefits
- $32,711
- Filer's total
- $254,145
-
Heidi Kurtz
Sr Director of Membership an
- Total calculated
- $154,872
- From this org
- $126,729
- From related orgs
- $0
- Other
- $28,143
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $104,841
- Bonus
- $3,000
- Other
- $18,888
- Deferred
- $10,117
- Nontaxable benefits
- $18,026
- Filer's total
- $154,872
-
Michelle Yoon
Manager of Operations
- Total calculated
- $113,725
- From this org
- $95,143
- From related orgs
- $0
- Other
- $18,582
- Hours/week
- 40
-
Ron Haxton
Director
- Total calculated
- $0
- Hours/week
- 1
-
J Cameron Hardin
Director
- Total calculated
- $0
- Hours/week
- 1
-
Douglas McMahan
Director
- Total calculated
- $0
- Hours/week
- 1
-
Matt McCann
Director
- Total calculated
- $0
- Hours/week
- 1
-
Russ Litsinger
Director
- Total calculated
- $0
- Hours/week
- 1
-
Donald Gilligan
Director
- Total calculated
- $0
- Hours/week
- 1
-
Marcus Lewis
Director
- Total calculated
- $0
- Hours/week
- 1
-
Peter Flynn
Director
- Total calculated
- $0
- Hours/week
- 1
-
Robert Cho
Director
- Total calculated
- $0
- Hours/week
- 1
-
Colby Geer
Director
- Total calculated
- $0
- Hours/week
- 1
-
John Gajan
Director
- Total calculated
- $0
- Hours/week
- 1
-
Glyn Strong
Director
- Total calculated
- $0
- Hours/week
- 1
-
Anthony Spera
Director
- Total calculated
- $0
- Hours/week
- 1
-
Steven Smith
Director
- Total calculated
- $0
- Hours/week
- 1
-
Becky Wacker
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tammy Tolle
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jodi Susman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Daniela Shapiro
Director
- Total calculated
- $0
- Hours/week
- 1
-
Eric Myers
Director
- Total calculated
- $0
- Hours/week
- 1
-
Valerie Moran
Director
- Total calculated
- $0
- Hours/week
- 1
-
Scott Meinzen
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rick Rodriguez
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dan Powel
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael Parker
Director
- Total calculated
- $0
- Hours/week
- 1
-
Courtney Jenkins
Director
- Total calculated
- $0
- Hours/week
- 1
-
John Hollister
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jeremy Kelly
Director
- Total calculated
- $0
- Hours/week
- 1
-
Charles McGinnis
Director
- Total calculated
- $0
- Hours/week
- 1
-
John Albrecht
Director
- Total calculated
- $0
- Hours/week
- 1
-
Stan Green
Director
- Total calculated
- $0
- Hours/week
- 1
-
Cliff Braddock
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joseph DeFazio
Director
- Total calculated
- $0
- Hours/week
- 1
-
William Clark
Director
- Total calculated
- $0
- Hours/week
- 1
-
Larry Godleski
Director
- Total calculated
- $0
- Hours/week
- 1
-
Troy Geanopulos
Director
- Total calculated
- $0
- Hours/week
- 1
-
Craig Meadows
Director
- Total calculated
- $0
- Hours/week
- 1
-
Koby Kampschroeder
Director
- Total calculated
- $0
- Hours/week
- 1
-
Laura Weber
Director
- Total calculated
- $0
- Hours/week
- 1
-
Chris Farren
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joel Lowery
Director
- Total calculated
- $0
- Hours/week
- 1
-
Brian Floyd
Director
- Total calculated
- $0
- Hours/week
- 1
-
H Kelly Tisdale
Director
- Total calculated
- $0
- Hours/week
- 1
-
Brian Ott
Director
- Total calculated
- $0
- Hours/week
- 1
-
Klip Weaver
Director
- Total calculated
- $0
- Hours/week
- 1
-
Anthony Roner
Director
- Total calculated
- $0
- Hours/week
- 1
-
Timothy Thoman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Steve Siverson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Wes Walker
Chair
- Total calculated
- $0
- Hours/week
- 1
-
Bryon Krug
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Shayne Homan
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Jeff Flathman
Secretary
- Total calculated
- $0
- Hours/week
- 1
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 · 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
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
-
$7,000
Support for federal energy efficiency
-
Event funding
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501c3 · Education · DC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 April 2024
- IRS schema version
- 2023v5.0
- Source object
- 202411029349301211
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