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← SMART ELECTRIC POWER ALLIANCE

Form 990 for tax year 2023

Filed by SMART ELECTRIC POWER ALLIANCE.

Totals

Total revenue
$18,364,291
Total expenses
$11,926,146
Contributions and grants received
$557,980
Grants paid
$0
Program services expenses (Part IX)
$6,411,872
Management and general expenses
$5,514,274
Fundraising expenses
$0
Program service expenses (Part III)
$6,411,872

Program services were 53.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Paul Lau

    Chair (APR-DEC)

    Total calculated
    $0
    Hours/week
    1

  • Alice Jackson

    Chair (JAN-APR)/Ex-Chair (MAY-DEC)

    Total calculated
    $0
    Hours/week
    1

  • Peter Muhoro

    Director/Chair Elect (APR-DEC)

    Total calculated
    $0
    Hours/week
    1

  • Seth Frader-Thompson

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Melissa Washington

    Director/Secretary

    Total calculated
    $0
    Hours/week
    1

  • Jim Alberts

    Executive Committee

    Total calculated
    $0
    Hours/week
    1

  • Hannah Bascom

    Nominating Committee Chair

    Total calculated
    $0
    Hours/week
    1

  • Caroline Choi

    Director

    Total calculated
    $0
    Hours/week
    1

  • Linda Ferrone

    Director

    Total calculated
    $0
    Hours/week
    1

  • Muffi Ghadiali

    Director

    Total calculated
    $0
    Hours/week
    1

  • Marion Gold

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jeff Guldner

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bryan Hannegan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Scott Harden

    Director

    Total calculated
    $0
    Hours/week
    1

  • Joe Hoagland

    Director

    Total calculated
    $0
    Hours/week
    1

  • Melissa Lavinson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mari Mclure

    Director

    Total calculated
    $0
    Hours/week
    1

  • Gary Racklife

    Director

    Total calculated
    $0
    Hours/week
    1

  • Carlos Restrepo

    Director

    Total calculated
    $0
    Hours/week
    1

  • Chris Roe

    Director

    Total calculated
    $0
    Hours/week
    1

  • Debra Smith

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sheri Givens

    President & CEO

    Total calculated
    $411,812
    From this org
    $403,531
    From related orgs
    $0
    Other
    $8,281
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $403,531
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,281
    Filer's total
    $411,812

  • Christopher Schroeder

    VP Research & Industry Strategy

    Total calculated
    $367,985
    From this org
    $325,768
    From related orgs
    $0
    Other
    $42,217
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,888
    Bonus
    $69,880
    Other
    $0
    Deferred
    $22,500
    Nontaxable benefits
    $19,717
    Filer's total
    $367,985

  • Beth Eagle

    VP Operations

    Total calculated
    $346,497
    From this org
    $306,474
    From related orgs
    $0
    Other
    $40,023
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,228
    Bonus
    $71,246
    Other
    $0
    Deferred
    $22,500
    Nontaxable benefits
    $17,523
    Filer's total
    $346,497

  • Adam Wasserman

    VP Marketing & Communications

    Total calculated
    $346,169
    From this org
    $304,077
    From related orgs
    $0
    Other
    $42,092
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,077
    Bonus
    $80,000
    Other
    $0
    Deferred
    $21,750
    Nontaxable benefits
    $20,342
    Filer's total
    $346,169

  • Courtney Galatioto

    VP Membership

    Total calculated
    $315,436
    From this org
    $275,700
    From related orgs
    $0
    Other
    $39,736
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,033
    Bonus
    $67,667
    Other
    $0
    Deferred
    $22,500
    Nontaxable benefits
    $17,236
    Filer's total
    $315,436

  • Ukiah Busch

    VP Development

    Total calculated
    $106,200
    From this org
    $100,384
    From related orgs
    $0
    Other
    $5,816
    Hours/week
    40

  • Aaron Smallwood

    VP, Research & Industry Strategy

    Total calculated
    $196,124
    From this org
    $179,679
    From related orgs
    $0
    Other
    $16,445
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,179
    Bonus
    $5,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $16,445
    Filer's total
    $196,124

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 — 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 · 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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202433209349306723

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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