2024-11-14T14:00:37-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1 HIGHWOOD DRIVE TEWKSBURY MA 01876 990 2023-01-01 680257528 CONSORTIUM FOR ENERGY EFFICIENCY INC CONS 6175893949 35 VILLAGE ROAD 202 MIDDLETON MA 01949 JOHN A TAYLOR EXECUTIVE DIRECTOR 6175893949 2024-11-14 1 1 MATTHEW KALIL CPA MBA P01517069 9785575300 2024-11-14 2023 2024-10-15 13:58:12Z JOHN A TAYLOR 35 VILLAGE ROAD 202 MIDDLETON MA 01949 3860415 0 X WWW.CEE1.ORG X 1991 CA AT THE CONSORTIUM FOR ENERGY EFFICIENCY, LEADING UNITED STATES AND CANADIAN EFFICIENCY PROGRAM ADMINISTRATORS DEVELOP CONSENSUS-BASED STRATEGIES TO ACCELERATE ADOPTION OF CUTTING-EDGE ENERGY EFFICIENCY AND LOAD MANAGEMENT SOLUTIONS THAT BENEFIT ALL CUSTOMERS, REDUCE CARBON, AND IMPROVE THE RELIABILITY OF ENERGY DELIVERY SYSTEMS. 22 22 29 0 0 0 3449906 3594922 0 0 17755 119350 190929 146143 3658590 3860415 0 0 0 0 2333184 2245149 0 0 0 1058737 1401964 3391921 3647113 266669 213302 4615663 4563154 1168463 898789 3447200 3664365 X AT THE CONSORTIUM FOR ENERGY EFFICIENCY, LEADING UNITED STATES AND CANADIAN EFFICIENCY PROGRAM ADMINISTRATORS DEVELOP CONSENSUS-BASED STRATEGIES TO ACCELERATE ADOPTION OF CUTTING-EDGE ENERGY EFFICIENCY AND LOAD MANAGEMENT SOLUTIONS THAT BENEFIT ALL CUSTOMERS, REDUCE CARBON, AND IMPROVE THE RELIABILITY OF ENERGY DELIVERY SYSTEMS. 0 0 2608497 146143 AT CEE, UTILITY EXPERTS AND PROGRAM ADMINISTRATORS MANAGED THE PIPELINE OF FUTURE RATEPAYER FUNDED INVESTMENT OPPORTUNITIES THROUGH THE EMERGING TECHNOLOGIES COLLABORATIVE. THESE MEMBERS EVALUATED NEW TECHNOLOGIES AND PROGRAM APPROACHES AGAINST HONED CRITERIA TO IDENTIFY OPPORTUNITIES FOR FUTURE ENERGY EFFICIENCY, DEMAND RESPONSE, AND DECARBONIZATION PROGRAMS TO SUCCEED.THE ORGANIZATION CONTINUED WORK TO UNDERSTAND, MEASURE, AND ACHIEVE THE NEW PUBLIC BENEFITS POSSIBLE FROM EFFICIENCY PROGRAMS IN THE CONTEXT OF INTEGRATED DEMAND SIDE MANAGEMENT. THESE INCLUDE AFFORDABILITY, EQUITY, RELIABILITY, RESILIENCY, DECARBONIZATION, AND MYRIAD NON-ENERGY IMPACTS. THIS FRAMEWORK MANIFESTS IN THE RESIDENTIAL SECTOR AS THE CEE INTEGRATED HOME AND IN THE COMMERCIAL AND INDUSTRIAL SECTOR AS DYNAMIC ENERGY MANAGEMENT. THE STRATEGIC ENERGY MANAGEMENT INITIATIVE PROVIDES AN ADDITIONAL APPLICATION TO ACHIEVE THIS BROADER SET OF IMPACTS.WITH AN EYE TO MARKET TRANSFORMATION, THE ORGANIZATION MAINTAINED MORE THAN A DOZEN ACTIVE COMMITTEES TO ADDRESS BEST PRACTICE FOR PROGRAM DESIGN, EVALUATION, AND TO SUPPORT PROGRAM ADMINISTRATORS IN APPLYING BEHAVIORAL SCIENCE TO THE DESIGN AND IMPLEMENTATION OF ENERGY SAVING PROGRAMS. 2608497 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 29 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA CA X JACK MONTE 6173379282 35 VILLAGE ROAD 202 MIDDLETON MA 01949 NAOMI BAUM DIRECTOR 1.00 X 0 0 0 GILBERT ARCHULETA DIRECTOR 1.00 X 0 0 0 STEVE HOBSON DIRECTOR 1.00 X 0 0 0 RACHEL HUANG DIRECTOR 1.00 X 0 0 0 GARRY JONES DIRECTOR 1.00 X 0 0 0 MICHAAL BURGER DIRECTOR 1.00 X 0 0 0 TRACY SCOTT DIRECTOR 1.00 X 0 0 0 DENISE MUNOZ DIRECTOR 1.00 X 0 0 0 CHRIS PORTER DIRECTOR 1.00 X 0 0 0 DARREN HANWAY DIRECTOR 1.00 X 0 0 0 BECKY WALKER DIRECTOR 1.00 X 0 0 0 MARK SCHOENHEIDER DIRECTOR 1.00 X 0 0 0 HAMMAD CHAUDHRY DIRECTOR 1.00 X 0 0 0 JOHN RAUDENBUSH DIRECTOR 1.00 X 0 0 0 TAM WAGNER DIRECTOR 1.00 X 0 0 0 JOHN BOLADIAN DIRECTOR 1.00 X 0 0 0 JOY ZINS DIRECTOR 1.00 X 0 0 0 DANIEL ZAWESKI TREASURER 1.00 X X 0 0 0 SARAH VAN DER PAELT CHAIR 1.00 X X 0 0 0 FRANK GUNDAL FIRST VICE-CHAIR 1.00 X X 0 0 0 DAVID GOLDSTEIN SECOND VICE-CHAIR 1.00 X X 0 0 0 CINDY HERRON SECRETARY 1.00 X X 0 0 0 JOHN ATAYLOR EXECUTIVE DIRECTOR 40.00 X 195381 0 15969 JACK F MONTE DIRECTOR OF FINANCE & ADMI 40.00 X 133931 0 12808 ALICE R ALTIERI DEPUTY DIRECTOR 40.00 X 125323 0 22173 HALE A FOSTER PRINCIPAL PROGRAM MANAGER 40.00 X 119929 0 10374 WALKER A LARSEN PRINCIPAL PROGRAM MANAGER 40.00 X 100497 0 10209 EDWARD WISNIEWSKI FORMER EXECUTIVE DIRECTOR 40.00 X 125342 0 0 800403 0 71533 6 1 1 0 0 2838414 756508 3594922 119350 119350 OTHER INCOME 541900 146143 146143 146143 3860415 146143 0 119350 347721 6954 340767 1595038 1323400 271638 52284 40241 12043 102764 77490 25274 147342 101733 45609 57240 34208 23032 39600 23760 15840 278975 201451 77524 40765 28140 12625 105316 72698 32618 166219 114739 51480 166365 166365 319626 220633 98993 60754 41937 18817 20407 14087 6320 CONTRACTOR EXPENSE 121952 121952 PROFESSIONAL DEVELOPMEN 25090 17319 7771 PROJECT EXPENSE 5977 5779 198 MISCELLANEOUS 1962 1329 633 -8284 -5718 -2566 3647113 2608497 1038616 0 223121 320331 3400000 3200000 55000 160000 176314 272392 83748 94785 168022 137137 27283 30885 131313 87542 518884 397219 4615663 4563154 326527 234528 319579 274738 522357 389523 1168463 898789 X 2698206 2838252 748994 826113 3447200 3664365 4615663 4563154 213302 3863 0 X X 0 1 X 1 0 X 3292281 3345631 3494059 3449906 3594922 17176799 3292281 3345631 3494059 3449906 3594922 17176799 17176799 14505 3976 1424 17755 119350 157010 225391 159631 182155 190929 146143 904249 18238058 0.94180 0.94890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 24675 11767 12908 143347 125370 17977 30885 SECURITY DEPOSIT 35349 INVESTMENTS LIMITED AS TO USE-DEFERRED INCENTIVE COMPENSATION PLAN 30280 OPERATING LEASE RIGHT-OF-USE ASSET 331590 397219 DEFERRED INCENTIVE COMPENSATION 30280 OPERATING LEASE LIABILITY 359243 389523 X 3864278 3863 3863 3860415 0 3860415 3647113 0 3647113 0 3647113 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON TRADE OR BUSINESS PROFITS GENERATED BY ACTIVITIES RELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. THE ORGANIZATION MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES FOR PROFITS GENERATED FROM TRADE OR BUSINESS ACTIVITIES UNRELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. AS OF DECEMBER 31, 2023, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NOT GENERATED ANY UNRELATED BUSINESS TAXABLE INCOME. THE ORGANIZATION ASSESSES THE RECORDING OF UNCERTAIN TAX POSITIONS BY EVALUATING THE MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS A TAX POSITION MUST MEET BEFORE BEING RECOGNIZED AS A BENEFIT IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNCERTAIN TAX POSITIONS AS A COMPONENT OF INCOME TAX EXPENSE, IF ANY, IN ITS STATEMENT OF ACTIVITIES. THE ORGANIZATION HAS NOT RECOGNIZED ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED BENEFITS AS OF DECEMBER 31, 2023 THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE IN UNCERTAIN TAX BENEFITS WITHIN THE NEXT 12 MONTHS. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES PROGRAM SERVICES NOT REGION SPECIFIC, BUT RATHER IN SUPPORT OF CEE PROGRAMS ACROSS ALL MEMBERSHIP. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE F, PART 1, LINE 3: NO SPECIFIC ACTIVITIES ARE CONDUCTED IN OR ATTRIBUTABLE TO A SPECIFIC REGION. HOWEVER, THE ORGANIZATION HAS 7 DUES PAYING MEMBERS THAT ARE CANADIAN COMPANIES. THE MEMBERS ARE AS FOLLOWS: 1. NATURAL RESOURCES CANADA 2. ENBRIDGE UNION GAS LIMITED 3. BC HYDRO 4. FORTISBC ENERGY INC. (TERASEN GAS) 5. ENERGIR (GAZ METRO) 6. HYDRO-QUEBEC 7. IESO (INDEPENDENT ELECTRICITY SYSTEM OPERATOR) A NUMBER OF THE COMPANIES ABOVE ALSO PROVIDE SUPPORT TO VARIOUS CEE PROJECTS IN THE FORM OF TEMPORARILY RESTRICTED CONTRIBUTIONS. PARTICIPATION IN CEE'S ACTIVITIES REQUIRES THE PAYMENT OF MEMBER DUES. NO SPECIFIC OR GENERAL SERVICES RELATE TO MEXICO, AND NO MEXICAN COMPANIES ARE DUES PAYING MEMBERS. X X X 0 0 0 0 0 0 0 0 0 JOHN ATAYLOR EXECUTIVE DIRECTOR 181548 0 13833 0 0 0 6192 0 9777 0 211350 0 0 0 EDWARD WISNIEWSKI FORMER EXECUTIVE DIRECTOR 74766 0 50576 0 0 0 0 0 0 0 125342 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 DRAFT IS PROVIDED TO THE DIRECTOR OF FINANCE & ADMINISTRATION FOR REVIEW AND IS THEN PRESENTED TO THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR REVIEWS, MAKES INQUIRIES AND ENHANCEMENTS TO THE 990. THE 990 IS THEN PRESENTED TO THE TREASURER FOR REVIEW. ONCE THE TREASURER REVIEWS AND APPROVES THE 990, IT IS THEN REVIEWED BY THE BOARD OF DIRECTORS WHICH INCLUDES THE AUDIT COMMITTEE. THE 990 IS THEN SIGNED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE, A SUBSET OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990; PART XII; LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED DURING THE YEAR.