Totals
- Total revenue
- $8,232,500
- Total expenses
- $8,202,556
- Contributions and grants received
- $160,000
- Grants paid
- $0
- Program service revenue
- $7,985,921
- Investment income
- $86,579
- Other revenue
- $0
- Total assets, end of year
- $4,523,574
- Total liabilities, end of year
- $2,617,350
- Net assets or fund balances, end of year
- $1,906,224
- Program services expenses (Part IX)
- $7,666,215
- Management and general expenses
- $534,645
- Fundraising expenses
- $1,696
- Program service expenses (Part III)
- $7,666,215
Program services were 93.5% 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)
$100,000
-
1f · All other contributions, gifts and grants
$60,000
-
2a · Program service revenue: EFFICIENCY UNITED
total $7,152,794 · related or exempt $7,152,794
-
2b · Program service revenue: EU ADMIN
total $500,696 · related or exempt $500,696
-
2c · Program service revenue: MEMBERSHIP DUES
total $104,935 · related or exempt $104,935
-
2d · Program service revenue: MCAAA FEE
total $97,217 · related or exempt $97,217
-
2e · Program service revenue: CONFRENCE FEES
total $58,957 · related or exempt $58,957
-
2f · All other program service revenue
total $71,322 · related or exempt $71,322
-
3 · Investment income
total $51,320 · excluded $51,320
-
7a · Gross sales of assets other than inventory
securities $214,722
-
7b · Less cost or other basis and sales expenses
securities $179,463
-
7c · Gain or loss
securities $35,259
-
7d · Net gain or loss
total $35,259 · excluded $35,259
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $112,321 · program services $76,454 · management and general $35,867
-
7 · Other salaries and wages
total $288,872 · program services $197,156 · management and general $91,716
-
8 · Pension plan contributions
total $16,779 · program services $10,811 · management and general $5,968
-
9 · Other employee benefits
total $66,386 · program services $42,777 · management and general $23,609
-
10 · Payroll taxes
total $28,502 · program services $18,365 · management and general $10,137
-
11b · Fees: legal
total $7,933 · management and general $7,933
-
11c · Fees: accounting
total $18,600 · management and general $18,600
-
11d · Fees: lobbying
total $24,000 · management and general $24,000
-
11f · Fees: investment management
total $8,006 · management and general $8,006
-
11g · Fees: other
total $7,254,870 · program services $7,195,547 · management and general $57,627 · fundraising $1,696
-
13 · Office expenses
total $43,789 · program services $16,067 · management and general $27,722
-
14 · Information technology
total $5,932 · program services $2,825 · management and general $3,107
-
16 · Occupancy
total $73,728 · program services $34,794 · management and general $38,934
-
17 · Travel
total $10,478 · program services $8,233 · management and general $2,245
-
19 · Conferences, conventions and meetings
total $160,854 · program services $44,545 · management and general $116,309
-
23 · Insurance
total $16,069 · program services $10,846 · management and general $5,223
-
24a · Other expenses: MEMBERSHIP DUES AND SUBSC
total $57,567 · program services $4,048 · management and general $53,519
-
24b · Other expenses: BANK FEES
total $7,870 · program services $3,747 · management and general $4,123
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,209,757 · end of year $2,287,410
-
3 · Pledges and grants receivable
beginning of year $40,551 · end of year $28,627
-
4 · Accounts receivable
beginning of year $349,416 · end of year $33,414
-
7 · Other notes and loans receivable
beginning of year $250,709 · end of year $229,267
-
9 · Prepaid expenses and deferred charges
beginning of year $21,795 · end of year $32,821
-
11 · Investments: publicly traded securities
beginning of year $1,281,263 · end of year $1,457,935
-
15 · Other assets
end of year $454,100
-
17 · Accounts payable and accrued expenses
beginning of year $836,083 · end of year $628,253
-
19 · Deferred revenue
beginning of year $1,548,864 · end of year $1,534,997
-
25 · Other liabilities
end of year $454,100
-
27 · Net assets without donor restrictions
beginning of year $1,768,544 · end of year $1,906,224
Mission and programs · 2022
Mission
TO STRENGTHEN AND INSPIRE COMMUNITY ACTION AGENCIES TO CHAMPION SOLUTIONS TO POVERTY AND TO PROMOTE ECONOMIC OPPORTUNITY.
-
EFFICIENCY UNITED - INCREASES ENERGY EFFICIENCY THROUGH WEATHERIZATION.
Expenses $7,215,143 · Revenue $7,737,508
-
PROJECT EVALUATION
Expenses $290,922 · Revenue $47,021
-
ADVOCACY OF INTERESTS OF RESIDENTIAL UTILITY CUSTOMERS THROUGH PARTICIPATION IN SPECIFIC CASES DESIGNED BY THE GRANTOR.
Expenses $160,150 · Revenue $201,392
As filed on the 2022 return.
Listed in Part VII
-
LISA EVANS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
KERRI DUFF
SECRETARY/TR
- Total calculated
- $0
- Hours/week
- 1
-
TOBY BERRY
AT LARGE OFF
- Total calculated
- $0
- Hours/week
- 1
-
MORGHAN BOYDSTON
URBAN OFFICE
- Total calculated
- $0
- Hours/week
- 1
-
LISA BOLEN
LOW PEN/RURA
- Total calculated
- $0
- Hours/week
- 1
-
MICHELLE LAJOIE
UPPER PEN OF
- Total calculated
- $0
- Hours/week
- 1
-
MARY ANN NEOPOLITAN
CAA GOVERNIN
- Total calculated
- $0
- Hours/week
- 1
-
SUSAN HARDING
DIRECTORS CO
- Total calculated
- $0
- Hours/week
- 1
-
REBECCA BOSSENBROEK
DIRECTOR OF
- Total calculated
- $0
- Hours/week
- 40
-
HEATHER BADDER ENDED
DIRECTOR OF
- Total calculated
- $67,681
- From this org
- $63,850
- From related orgs
- $0
- Other
- $3,831
- Hours/week
- 40
-
BRIAN MCGRAIN
EXECUTIVE DI
- Total calculated
- $0
- Hours/week
- 40
-
CHONG-ANNA CANFORA ENDED
EXECUTIVE DI
- Total calculated
- $95,870
- From this org
- $90,443
- From related orgs
- $0
- Other
- $5,427
- Hours/week
- 40
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 12 March 2024
- IRS schema version
- 2022v5.0
- Source object
- 202410749349301536
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