Form 990 for tax year 2023
Filed by SOUTHWEST ENERGY EFFICIENCY PROJECT LLC.
Totals
- Total revenue
- $2,380,987
- Total expenses
- $2,377,274
- Contributions and grants received
- $1,843,207
- Grants paid
- $2,800
- Program service revenue
- $519,557
- Investment income
- $16,276
- Other revenue
- $1,947
- Total assets, end of year
- $2,891,339
- Total liabilities, end of year
- $320,894
- Net assets or fund balances, end of year
- $2,570,445
- Program services expenses (Part IX)
- $1,996,968
- Management and general expenses
- $335,125
- Fundraising expenses
- $45,181
- Program service expenses (Part III)
- $2,014,265
Program services were 84.0% 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.
-
1b · Membership dues
$186,768
-
1f · All other contributions, gifts and grants
$1,656,439
-
2a · Program service revenue: CONTRACT REVENUE
total $519,557 · related or exempt $519,557
-
3 · Investment income
total $16,471 · excluded $16,471
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7b · Less cost or other basis and sales expenses
securities $195
-
7c · Gain or loss
securities -$195
-
7d · Net gain or loss
total -$195 · related or exempt -$195
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: OTHER INCOME
total $1,947 · related or exempt $1,947
-
11e · Other revenue, total
$1,947
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,800 · program services $2,800
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $188,248 · program services $89,429 · management and general $73,869 · fundraising $24,950
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,216,891 · program services $1,038,219 · management and general $169,304 · fundraising $9,368
-
8 · Pension plan contributions
total $33,233 · program services $28,368 · management and general $2,881 · fundraising $1,984
-
9 · Other employee benefits
total $138,249 · program services $111,272 · management and general $25,440 · fundraising $1,537
-
10 · Payroll taxes
total $107,385 · program services $86,316 · management and general $18,492 · fundraising $2,577
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $25,438 · program services $6,360 · management and general $19,078
-
11d · Fees: lobbying
total $21,575 · program services $21,575
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $13,910 · program services $12,519 · fundraising $1,391
-
13 · Office expenses
total $8,620 · program services $6,929 · management and general $1,484 · fundraising $207
-
14 · Information technology
total $1,163 · program services $931 · management and general $116 · fundraising $116
-
15 · Royalties
total $0
-
16 · Occupancy
total $59,948 · program services $48,186 · management and general $10,323 · fundraising $1,439
-
17 · Travel
total $42,473 · program services $34,140 · management and general $7,314 · fundraising $1,019
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $25,045 · program services $25,045
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $7,358 · program services $5,914 · management and general $1,267 · fundraising $177
-
23 · Insurance
total $7,026 · program services $4,848 · management and general $2,037 · fundraising $141
-
24a · Other expenses: CONTRACT SERVICES
total $450,486 · program services $450,486
-
24b · Other expenses: DUES AND SUBSCRIPTIONS
total $15,461 · program services $13,915 · management and general $1,546
-
24c · Other expenses: TELEPHONE
total $9,471 · program services $7,613 · management and general $1,631 · fundraising $227
-
24d · Other expenses: MISCELLANEOUS
total $1,994 · program services $1,603 · management and general $343 · fundraising $48
-
24e · All other expenses
total $500 · program services $500
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $107,599 · end of year $207,873
-
2 · Savings and temporary cash investments
beginning of year $1,566,935 · end of year $1,333,369
-
3 · Pledges and grants receivable
beginning of year $75,809 · end of year $74,545
-
4 · Accounts receivable
beginning of year $64,532 · end of year $125,403
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $4,680 · end of year $7,316
-
10a · Land, buildings and equipment: cost or other basis
$35,912
-
10b · Land, buildings and equipment: accumulated depreciation
$13,188
-
10c · Land, buildings and equipment, net
beginning of year $15,735 · end of year $22,724
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
beginning of year $941,382 · end of year $976,701
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $166,501 · end of year $143,408
-
17 · Accounts payable and accrued expenses
beginning of year $245,304 · end of year $176,198
-
25 · Other liabilities
beginning of year $162,926 · end of year $144,696
-
27 · Net assets without donor restrictions
beginning of year $1,469,321 · end of year $1,783,121
-
28 · Net assets with donor restrictions
beginning of year $1,065,622 · end of year $787,324
Mission and programs · 2023
Mission
TO ENSURE A HEALTHY, EQUITABLE AND LOW CARBON FUTURE BY PROMOTING ENERGY EFFICIENCY, ELECTRIFICATION, AND CLEAN TRANSPORTATION IN COLORADO, UTAH, ARIZONA, NEW MEXICO, NEVADA, AND WYOMING BY WORKING ON POLICY/PROGRAM DEVELOPMENT,ANALYSIS AND ADVOCACY, EVALUATION OF ENERGY SAVINGS MEASURES AND EFFICIENCY POTENTIAL, AND DOCUMENTATION/ANALYSIS OF ONGOING PROJECTS.
Activities or mission (Part I)
PROMOTE ENERGY EFFICIENCY, ELECTRIFICATION, AND CLEAN TRANSPORTATION IN THE SOUTHWEST REGION.
-
THE SOUTHWEST ENERGY EFFICIENCY PROJECT (SWEEP) IS A PUBLIC-INTEREST ORGANIZATION PROMOTING ENERGY EFFICIENCY, ELECTRIFICATION, AND CLEAN TRANSPORTATION IN ARIZONA, COLORADO, NEVADA, NEW MEXICO, UTAH, AND WYOMING TO REDUCE UTILITY BILLS, IMPROVE AIR QUALITY, REDUCE CLIMATE EMISSIONS, PROMOTE EQUITY, AND CREATE CLEAN ENERGY JOBS. TRADITIONALLY, THIS WAS A HIGH-GROWTH REGION WHERE ENERGY EFFICIENCY EFFORTS WERE LAGGING COMPARED TO SOME OTHER REGIONS AND EMPHASIS WAS PLACED ON ENERGY PRODUCTION. DUE IN LARGE PART TO THE EFFORTS OF SWEEP, THE REGION HAS MADE GREAT STRIDES IN ADVANCING ENERGY EFFICIENCY OVER THE PAST 23 YEARS. SWEEP FOCUSED INITIALLY ON UTILITY ENERGY EFFICIENCY POLICY AND PROGRAMS.PROGRAMS ON BUILDINGS, INDUSTRIAL, AND TRANSPORTATION EFFICIENCY AND ELECTRIFICATION WERE SUBSEQUENTLY ADDED. SWEEP COLLABORATES WITH BUSINESSES, UTILITIES, STATE AND LOCAL GOVERNMENTS, ENVIRONMENTAL AND CONSUMER GROUPS, ADVOCATES FOR LOWER INCOME FAMILIES AND DISPROPORTIONATELY-IMPACTED COMMUNITIES, AND OTHER ENERGY EXPERTS. UTILITY PROGRAM: SWEEP PROMOTES THE EXPANSION AND IMPROVEMENT OF UTILITY ENERGY EFFICIENCY PROGRAMS IN THE SOUTHWEST, INCLUDING FOR UNDERSERVED HOUSEHOLDS AND COMMUNITIES. WE WORK ON LEGISLATION TO ESTABLISH ENERGY SAVINGS AND DECARBONIZATION GOALS OR REQUIREMENTS, AND POLICIES TO ALLOW UTILITIES TO BENEFIT FINANCIALLY WHEN THEY HELP THEIR CUSTOMERS SAVE ENERGY. WE ADVOCATE FOR JUST AND EQUITABLE TRANSITION POLICIES AND FUNDING TO SUPPORT COMMUNITIES IMPACTED BY CLOSURE OF FOSSIL-FUEL ENERGY FACILITIES. WE ADVISE UTILITIES AS THEY DESIGN ENERGY EFFICIENCY AND BUILDING AND TRANSPORTATION ELECTRIFICATION PROGRAMS AND DESIGN RATES TO INCLUDE DEMAND RESPONSE AND BETTER INTEGRATE INCREASING AMOUNTS OF RENEWABLE ENERGY ONTO THE GRID. WE FREQUENTLY APPEAR BEFORE STATE PUBLIC UTILITY COMMISSIONS. BUILDINGS PROGRAM: SWEEP SUPPORTS THE ADOPTION OF STRONGER BUILDING ENERGY CODES AT THE STATE AND LOCAL LEVEL, INCLUDING PROVISIONS TO REQUIRE PRE-WIRING FOR SOLAR AND ELECTRIC VEHICLES AND APPLIANCES OR ALL-ELECTRIC OR NET ZERO CONSTRUCTION, AS WELL AS STRONGER CODE IMPLEMENTATION AND ENFORCEMENT EFFORTS. IN ADDITION, SWEEP PROMOTES CONSTRUCTION OF NEW HOMES AND COMMERCIAL BUILDINGS THAT ARE MORE ENERGY-EFFICIENT THAN MINIMUM CODE REQUIREMENTS, INCLUDING ZERO ENERGY AND ALL-ELECTRIC BUILDINGS, AS WELL AS STRATEGIES FOR EXPANDING RETROFIT OF EXISTING HOMES AND COMMERCIAL BUILDINGS TO BE MORE EFFICIENT AND USE ELECTRIC SPACE AND WATER HEATING AND APPLIANCES, ESPECIALLY IN LOW INCOME AND UNDERSERVED COMMUNITIES. TRANSPORTATION PROGRAM: SWEEP ADVANCES EQUITABLE AND EFFECTIVE STATE AND REGIONAL POLICIES THAT WILL INCREASE THE FUEL EFFICIENCY OF NEW VEHICLES, PROMOTE THE ADOPTION OF PLUG-IN ELECTRIC VEHICLES (EVS), AND REDUCE MOTOR VEHICLE USE (VEHICLE-MILES TRAVELED, OR VMT). THESE POLICIES INCLUDE INCREASED FUNDING FOR EV CHARGING INFRASTRUCTURE, STATE TAX CREDITS AND UTILITY INCENTIVES FOR EV PURCHASES, INCREASED FUNDING FOR PUBLIC TRANSIT SYSTEMS INCLUDING BUS RAPID TRANSIT, AND POLICIES TO PROMOTE LOCATION-EFFICIENT AND TRANSIT-SUPPORTIVE LAND USE. INDUSTRIAL PROGRAM: SWEEP SUPPORTS POLICIES AND PROGRAMS TO IMPROVE INDUSTRIAL AND AGRICULTURAL ENERGY EFFICIENCY IN THE REGION. SWEEP ALSO LEADS AN ENERGY EFFICIENCY NETWORKING PROGRAM FOR INDUSTRIES IN COLORADO. STATE AND LOCAL ASSISTANCE: SWEEP PROVIDES ADVICE AND TECHNICAL ASSISTANCE TO HELP STATE AND LOCAL GOVERNMENTS IN THE REGION IMPROVE THEIR ENERGY EFFICIENCY, ELECTRIFICATION, AND CLEAN TRANSPORTATION STRATEGIES, POLICIES, AND PROGRAMS. WE ARE FREQUENTLY CALLED UPON TO CONTRIBUTE TO STATE AND LOCAL ENERGY OR CLIMATE PLANS. INFORMATION EXCHANGE AND COMMUNICATIONS: SWEEP PROVIDES FACT SHEETS, NEWS ITEMS, PROGRAM SUMMARIES, CASE STUDIES AND RESEARCH REPORTS THROUGH ITS WEBSITE, BLOGS, OP-EDS, AND SOCIAL MEDIA. SWEEP ALSO ORGANIZES REGIONAL WORKSHOPS TO FOSTER EXCHANGE OF INFORMATION ON STATE-OF-THE-ART TECHNOLOGIES, POLICIES, AND PROGRAMS. SWEEP WORKS TO INCREASE MEDIA COVERAGE OF ENERGY EFFICIENCY, ELECTRIFICATION, AND CLEAN TRANSPORTATION AND EDUCATES FEDERAL AND STATE POLICY MAKERS REGARDING THE BENEFITS OF ENERGY EFFICIENCY, ELECTRIFICATION, AND CLEAN TRANSPORTATION INITIATIVES AND INVESTMENTS.
Expenses $2,014,265
As filed on the 2023 return.
Listed in Part VII
-
Elise Jones
Executive Dir.
- Total calculated
- $188,248
- From this org
- $182,765
- From related orgs
- $0
- Other
- $5,483
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $168,331
- Bonus
- $14,434
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $5,483
- Filer's total
- $188,248
-
Patricia Rodriguez
Vice-Chair
- Total calculated
- $0
- Hours/week
- 1
-
Sue Reilly
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Roderick Jackson
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Mary Caulkins
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Mayane Chavez Barudin
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Howard Geller
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Mary L House
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Michael Orton
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Tony Schaffhauser
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Daniel Sperling
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Devra Wang
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Brody Wilson
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Ellen Zuckerman
Board Member
- 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 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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202442789349300439
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