Form 990 for tax year 2022

Filed by CENTER FOR ENERGY AND ENVIRONMENT.

Totals

Total revenue: $17,943,559
Total expenses: $20,182,749
Contributions and grants received: $1,419,755
Grants paid: $1,000
Program service revenue: $16,530,353
Investment income: $97,986
Other revenue: -$104,535
Total assets, end of year: $45,180,234
Total liabilities, end of year: $8,369,566
Net assets or fund balances, end of year: $36,810,668
Program services expenses (Part IX): $14,591,135
Management and general expenses: $5,591,614
Fundraising expenses: $0
Program service expenses (Part III): $14,591,135

Program services were 72.3% 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.

1a · Federated campaigns

$0
1b · Membership dues

$0
1c · Fundraising events

$0
1d · Related organizations

$0
1e · Government grants (contributions)

$1,179,680
1f · All other contributions, gifts and grants

$240,075
1g · Noncash contributions included above

$5,060
2a · Program service revenue: Energy Conservation Services

total $12,623,031 · related or exempt $12,623,031 · unrelated business $0 · excluded $0
2b · Program service revenue: Community Rehabilitation Services

total $1,649,150 · related or exempt $1,649,150 · unrelated business $0 · excluded $0
2c · Program service revenue: Research

total $879,132 · related or exempt $879,132 · unrelated business $0 · excluded $0
2d · Program service revenue: Policy and Community Education

total $1,379,040 · related or exempt $1,379,040 · unrelated business $0 · excluded $0
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $82,246 · related or exempt $0 · unrelated business $0 · excluded $82,246
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6c · Rental income or loss

real property $0 · personal property $0
7a · Gross sales of assets other than inventory

securities $0 · other assets $15,740
7b · Less cost or other basis and sales expenses

securities $0 · other assets $0
7c · Gain or loss

securities $0 · other assets $15,740
7d · Net gain or loss

total $15,740 · related or exempt $15,740 · unrelated business $0 · excluded $0
8a · Fundraising events: contributions included on line 1c

$0
10a · Gross sales of inventory

$11,265
10b · Cost of goods sold

$116,234
10c · Net income from sales of inventory

total -$104,969 · related or exempt -$104,969 · unrelated business $0 · excluded $0
11d · All other revenue

total $434 · related or exempt $434 · unrelated business $0 · excluded $0
11e · Other revenue, total

$434

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $1,000 · program services $1,000
2 · Grants to domestic individuals

total $0 · program services $0
3 · Grants to foreign organizations and individuals

total $0 · program services $0
4 · Benefits paid to or for members

total $0 · program services $0
5 · Compensation of officers, directors and key employees

total $734,103 · program services $325,763 · management and general $408,340 · fundraising $0
6 · Compensation of disqualified persons

total $0 · program services $0 · management and general $0 · fundraising $0
7 · Other salaries and wages

total $11,254,024 · program services $8,437,613 · management and general $2,816,411 · fundraising $0
8 · Pension plan contributions

total $655,931 · program services $451,916 · management and general $204,015 · fundraising $0
9 · Other employee benefits

total $1,425,969 · program services $1,021,498 · management and general $404,471 · fundraising $0
10 · Payroll taxes

total $899,654 · program services $599,253 · management and general $300,401 · fundraising $0
11a · Fees: management

total $0 · program services $0 · management and general $0 · fundraising $0
11b · Fees: legal

total $14,583 · program services $0 · management and general $14,583 · fundraising $0
11c · Fees: accounting

total $135,281 · program services $0 · management and general $135,281 · fundraising $0
11d · Fees: lobbying

total $42,500 · program services $0 · management and general $42,500 · fundraising $0
11e · Fees: professional fundraising services

total $0 · fundraising $0
11f · Fees: investment management

total $0 · program services $0 · management and general $0 · fundraising $0
11g · Fees: other

total $1,259,045 · program services $997,037 · management and general $262,008 · fundraising $0
12 · Advertising and promotion

total $93,877 · program services $91,875 · management and general $2,002 · fundraising $0
13 · Office expenses

total $1,405,280 · program services $1,146,456 · management and general $258,824 · fundraising $0
14 · Information technology

total $555,194 · program services $221,143 · management and general $334,051 · fundraising $0
15 · Royalties

total $0 · program services $0 · management and general $0 · fundraising $0
16 · Occupancy

total $406,762 · program services $297,961 · management and general $108,801 · fundraising $0
17 · Travel

total $366,168 · program services $299,084 · management and general $67,084 · fundraising $0
18 · Travel or entertainment for public officials

total $0 · program services $0 · management and general $0 · fundraising $0
19 · Conferences, conventions and meetings

total $198,197 · program services $145,044 · management and general $53,153 · fundraising $0
20 · Interest

total $0 · program services $0 · management and general $0 · fundraising $0
21 · Payments to affiliates

total $0 · program services $0 · management and general $0 · fundraising $0
22 · Depreciation, depletion and amortization

total $321,077 · program services $235,195 · management and general $85,882 · fundraising $0
23 · Insurance

total $219,113 · program services $160,505 · management and general $58,608 · fundraising $0
24a · Other expenses: Loan fees

total $147,878 · program services $147,878 · management and general $0 · fundraising $0
24b · Other expenses: Bad debt expense

total $17,187 · program services $0 · management and general $17,187 · fundraising $0
24e · All other expenses

total $29,926 · program services $11,914 · management and general $18,012 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $0 · end of year $0
2 · Savings and temporary cash investments

beginning of year $27,208,243 · end of year $20,922,251
3 · Pledges and grants receivable

beginning of year $212,500 · end of year $0
4 · Accounts receivable

beginning of year $2,627,921 · end of year $3,575,980
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $1,146,583 · end of year $851,682
8 · Inventories for sale or use

beginning of year $87,219 · end of year $42,388
9 · Prepaid expenses and deferred charges

beginning of year $614,921 · end of year $512,803
10a · Land, buildings and equipment: cost or other basis

$6,252,063
10b · Land, buildings and equipment: accumulated depreciation

$4,293,453
10c · Land, buildings and equipment, net

beginning of year $1,755,063 · end of year $1,958,610
11 · Investments: publicly traded securities

beginning of year $0 · end of year $0
12 · Investments: other securities

beginning of year $0 · end of year $0
13 · Investments: program-related

beginning of year $9,938,353 · end of year $13,473,936
14 · Intangible assets

beginning of year $0 · end of year $0
15 · Other assets

beginning of year $568,382 · end of year $3,842,584
17 · Accounts payable and accrued expenses

beginning of year $2,178,510 · end of year $2,276,262
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $597,037 · end of year $954,049
20 · Tax-exempt bond liabilities

beginning of year $0 · end of year $0
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $0 · end of year $0
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $2,205,656 · end of year $5,139,255
27 · Net assets without donor restrictions

beginning of year $38,609,247 · end of year $36,163,433
28 · Net assets with donor restrictions

beginning of year $568,735 · end of year $647,235

Mission and programs · 2022

Mission

The Center for Energy and Environment's mission is to discover and deploy the most effective energy solutions that strengthen the economy and improve the environment. The Minnesota-based nonprofit provides practical energy solutions for homes, businesses, and communities.

Activities or mission (Part I)

The Center for Energy and Environment (CEE) is a clean energy nonprofit with decades of special expertise in energy efficiency. Working in homes, buildings, and communities, CEE discovers and deploys the most effective energy solutions to strengthen the economy and improve the environment.

Energy Conservation Services: CEE helps energy utility companies and communities to design and implement useful and cost-effective energy efficiency programs for residents, with an emphasis on community-tailored approaches and innovation. Utility-sponsored energy savings projects are part of Minnesota's Conservation Improvement Programs, mandated by state law. CEE's commercial programs are positioned to address the diverse energy needs of Minnesota businesses and multifamily building owners. Sponsored by Xcel Energy and delivered by CEE, the One-Stop Efficiency Shop is a full-service rebate program designed to reduce the biggest barriers for small businesses when shifting to better lighting, heating, ventilation, and air conditioning. The One Stop Efficiency Shop(R) (OSES) program provides free energy audits to small businesses and rebates and low interest financing for businesses that make upgrades. In the filing year, CEE's One-Stop team completed over 1,600 projects conserving 9.7 megawatts and 38.4 gigawatt hours of energy. These savings were realized through energy efficient lighting and HVAC installations in small businesses and nonprofits throughout Minnesota. CEE's commercial refrigeration program sponsored by Xcel Energy generated 100,000 kilowatt-hours of electricity saved by helping 30 businesses upgrade their refrigeration equipment. CEE's largest residential program is the Home Energy Squad, delivered on behalf of CenterPoint Energy and Xcel Energy, as well as in partnership with local cities and neighborhoods to help subsidize the visit costs for residents. In the filing period, the Home Energy Squad visited more than 5,500 homes, including standard visits to install energy-saving materials and provide maintenance information, as well as enhanced visits that add diagnostic testing, system safety checks, and tailored recommendations for improvement. This program also offers free visits to income-qualifying households. CEE provides free home energy audits and installation of energy saving measures for low-income residents and provides reduced cost audits and rebates for residents who do not qualify as low-income. This program helped save about 2.8 gigawatt hours and 20,000 decatherms in total energy. More than 1,000 Minnesotans called on CEE's free Energy Advisor service to complete energy efficiency projects and earn rebates. CEE's Energy Fit Homes certification program further promotes upgrades by assigning an "Energy Fitness Score" that evaluates each participant's home energy use in five areas. CEE's cost-free energy advisor service connects residents to resources and contractors to resolve home energy concerns and achieve home energy goals. In Greater Minnesota cities served by Minnesota Energy Resources Corporation, CEE leads workshops as an entry point to local home energy audit participation, implements a multifamily efficiency program that has served several dozen buildings, and manages a program for insulation contractors to help maintain high-quality standards and program compliance through inspections. The Multifamily program serves low-income housing, senior housing, assisted living, on-campus college housing, condominiums, and apartments to provide energy savings for low-income residents. Specific to new home construction, CEE consults with builders to help their new construction multifamily housing developments and single-family homes reach their energy efficiency goals often including energy certifications like EnergyStar and Passive House. In partnership with Greater Minnesota Gas, CEE facilitates free energy code compliance services and rebates to improve energy efficiency. CEE's team also conducts onsite and classroom training on topics related to energy efficiency in building rehabilitation and new construction. CEE's engineers provide technical assistance and problem-solving for commercial and industrial buildings, focusing on everything from building automation systems to ventilation and lighting. Because efficiency is every company's lowest-cost option for energy savings, we empower building owners to better understand their energy use and improve operations and systems in practical ways, generally through low-cost measures to optimize existing systems. By engineering for efficiency, CEE offers solutions to improve worker comfort and productivity through enhancing ventilation, indoor air quality, and building operations, and by training each building's staff for ongoing efficiency savings. From ventilation analysis to new construction and existing building commissioning, CEE's building engineers addressed a variety of unique energy management needs.

Expenses $9,755,305 · Grants $1,000 · Revenue $12,623,031
Research: Primarily funded by government grants, CEE's research team conducts technology and market assessments to identify tomorrow's best clean energy strategies. Through their efforts, CEE informs the development of innovative technologies to support the advancement of energy efficiency and public health. For more than three decades, CEE's researchers have pursued field research into building science, mechanical system performance, and program policy design. From homes to high-rises, CEE's data-driven field research assesses savings and performance characteristics of specific energy approaches including building envelopes, air leakage, HVAC design and retrofits, indoor air quality, and energy feedback and behavior. CEE performs field research to identify various optimization techniques and to gather data that informs the organization and allows for better program design. During the filing year, CEE researchers maintained active projects on subjects such as commercial energy recovery ventilation systems, duct leakage reduction, data centers, sustainable building design, commercial energy code, and commercial building leakage. Individual research projects are co-funded by CEE and the Minnesota Department of Commerce through the Conservation Applied Research and Development grant program; the U.S. Department of Energy; and private funders such as utility companies.

Expenses $1,668,968 · Revenue $879,132
Community Rehab Services: CEE has provided over $200 million in energy improvement loans since the early 1980s which are funded through designated CEE funds as well as various state and city programs. In partnership with many cities, utilities, and Minnesota Housing Finance Agency's Fix-Up program, the Lending Center offers financing to residential property owners for rehabilitation and energy efficiency projects, and to businesses for energy-related improvements. Homeowners and landlords may receive loans, often income-targeted, to make improvements to their properties. Low-interest and no-interest loan programs are also available to nonprofits and small businesses for energy efficiency improvements. The Lending Center partners with local governments and neighborhood groups to provide targeted low-interest, zero-interest, or even forgivable loans to lower income Minnesotans. CEE also offers financing for residential solar projects, helping homeowners to choose renewable energy options for their homes, as well as partner-funded remodeling advisory services to assist homeowners in reviewing bids and prioritizing improvements. CEE's Lending Center originated loans totaling $24.9 million. We issued 166 residential solar loans totaling $5.6 million, leading to the installation of 674 kilowatts of clean energy. CEE also administers the Metropolitan Airports Commission's residential noise mitigation program, providing noise mitigation improvements to homes located in and around the Minneapolis-St. Paul airport.

Expenses $1,827,516 · Revenue $1,649,150
Policy and Community Education: CEE advances effective clean energy policies for a healthy, low-carbon economy. Driven by a longstanding focus on community, consumer protection and the environment, while operating at local, state, and national levels, CEE works across sectors and interests to achieve broad support for clean energy policies. CEE emphasizes energy efficiency as the lowest cost way to meet energy needs and reduce harmful emissions. CEE is mission-driven to share its staff's knowledge with energy community stakeholders and offers reports and resources for practitioners and experts to share best practices and new ideas and discover the next generation of energy solutions. Findings are disseminated to the public through technical reports, trainings, workshops, webinars, and conference presentations. During the filing year, CEE shared its findings and analysis with more than 149,095 unique website visitors viewing over 430,082 web pages and disseminated energy efficiency best practices through 11 news releases and more than 44 independent news stories on our social or policy issues. Schools and communities receive free education from CEE staff on how best to save energy and communities can receive free technical planning services through our Education & Engagement Department. CEE staff have provided local learning opportunities for state leaders to better understand the impacts of Minnesota's Conservation Improvement Program. At each tour stop, local business owners and electrical contractors talk about the state-mandated program's importance to the lives and livelihoods in their district, and legislators hear firsthand about supported projects and the jobs and local savings they elicit. Also in the filing year, CEE continued to co-coordinate Minnesota's e21 Initiative which works to unite consumer advocates, regulators, and environmental advocates to develop a 21st century energy system that better aligns a financially viable utility business model with increasing consumer expectations and evolving policy goals. Also, in Minnesota, CEE implements Xcel Energy's Partners in Energy program, which provides free services to help entire communities develop an energy plan. Additionally, CEE's community energy consulting connects communities of all sizes to energy efficiency resources, planning and facilitation support, and meaningful stakeholder engagement.

Expenses $1,339,346 · Revenue $1,379,040

As filed on the 2022 return.

Listed in Part VII

Christopher Duffrin

President

Total calculated

$248,604

From this org

$214,058

From related orgs

$0

Other

$34,546

Hours/week

45

Schedule J breakdown matched by us

Base

$214,058

Bonus

$0

Other

$0

Deferred

$16,531

Nontaxable benefits

$18,014

Filer's total

$248,603
Stephanie Haddad

Chief Operating Officer/Corporate Secretary

Total calculated

$183,128

From this org

$164,591

From related orgs

$0

Other

$18,537

Hours/week

45

Schedule J breakdown matched by us

Base

$164,291

Bonus

$0

Other

$0

Deferred

$10,013

Nontaxable benefits

$8,525

Filer's total

$182,829
David Bohac

Senior Director of Research

Total calculated

$178,686

From this org

$154,385

From related orgs

$0

Other

$24,301

Hours/week

45

Schedule J breakdown matched by us

Base

$154,385

Bonus

$0

Other

$0

Deferred

$14,215

Nontaxable benefits

$10,086

Filer's total

$178,686
Meranda Wacek

Chief Financial Officer (through Jan 2023)

Total calculated

$177,460

From this org

$148,997

From related orgs

$0

Other

$28,463

Hours/week

45

Schedule J breakdown matched by us

Base

$148,997

Bonus

$0

Other

$0

Deferred

$10,514

Nontaxable benefits

$17,949

Filer's total

$177,460
Carl Nelson

Senior Director of Market Transformation

Total calculated

$171,285

From this org

$152,194

From related orgs

$0

Other

$19,091

Hours/week

45

Schedule J breakdown matched by us

Base

$152,194

Bonus

$0

Other

$0

Deferred

$10,597

Nontaxable benefits

$8,494

Filer's total

$171,285
Doug Will

Chief Financial Officer (Dec 2022-present)

Total calculated

$4,923

From this org

$4,923

From related orgs

$0

Other

$0

Hours/week

45
Thomas Garry

Board Chair

Total calculated

$0

Hours/week

2
Amanda Novak

Vice Chair

Total calculated

$0

Hours/week

2
Nancy Tyra-Lukens

Treasurer

Total calculated

$0

Hours/week

2
LisaBeth Barajas

Director

Total calculated

$0

Hours/week

1
Ralph Dickinson

Director

Total calculated

$0

Hours/week

1
Julia Donaldson

Director

Total calculated

$0

Hours/week

1
Jimmy Loyd

Director

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 · Compensation committee
3 · Independent compensation consultant
3 · Form 990 of other organizations
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

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.

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.

Center for Energy and Environment VEBA Health Savings Trust

501c9 · Fund benefits under the HRA plan · MN

Directly controlled by Center for Energy and Environment

Provenance

Return type: form_990
Tax year: 2022
Filed: 15 July 2023
IRS schema version: 2022v5.0
Source object: 202332519349301703

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