2024-11-15T17:52:11-06:00 2023-12-31 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2023-01-01 133374285 ASSOCIATION FOR ENERGY AFFORDABILITY INC ASSO 2122794307 105 BRUCKNER BOULEVARD BRONX NY 10454 PETER S HOYLE EXECUTIVE DIRECTOR 2122794307 2024-11-15 1 1 MAGDALENA CZERNIAWSKI P00535099 2125038800 2024-11-15 2023 2024-10-15 13:58:12Z PETER S HOYLE 105 BRUCKNER BOULEVARD BRONX NY 10454 27611484 0 X WWW.AEA.US.ORG X 1992 NY AEA'S MISSION IS TO PROMOTE ENERGY AFFORDABILITY THROUGH ENERGY EFFICIENCY IN NEW AND EXISTING BUILDINGS. AEA PROVIDES TRAINING AND TECHNICAL SERVICES IN SUPPORT OF NONPROFIT COMMUNITY BASED ORGANIZATIONS, WHICH PROVIDE LOW INCOME WEATHERIZATION AND ENERGY EFFICIENCY PROGRAM SERVICES, IN NEW YORK AND CALIFORNIA. AEA IS ALSO A DIRECT WEATHERIZATION AND ENERGY EFFICIENCY SERVICES PROVIDER IN NEW YORK. IN ADDITION, AEA IS A PROGRAM IMPLEMENTER, TECHNICAL SERVICES PROVIDER SOLUTIONS PARTNER IN VARIOUS GOVERNMENT AND UTILITY ENERGY EFFICIENCY PROGRAMS IN NEW YORK AND CALIFORNIA. AEA ENGAGES IN THESE BROAD RANGE OF EDUCATIONAL, TECHNICAL AND ENERGY EFFICIENCY MANAGEMENT SERVICES TO ACHIEVE THIS MISSION OF MAKING ENERGY AFFORDABILITY A REALITY. 5 5 140 5 0 0 16445684 13429737 11390036 14111128 30391 38059 1190 32560 27867301 27611484 0 0 0 0 10191723 12586725 0 0 0 15845405 14540618 26037128 27127343 1830173 484141 27117688 27528703 21141260 21474266 5976428 6054437 X WE MAKE ENERGY EFFICIENCY AFFORDABLE IN NEW AND EXISTING BUILDINGS. 0 0 9998045 11360866 AEA CALIFORNIA IMPLEMENTS ENERGY, EDUCATION AND TRAINING PROGRAMS AND RESEARCH AND DEMONSTRATION PROJECTS TO IMPROVE HOUSING AFFORDABILITY, HEALTH, SAFETY, AND COMFORT IN LOW-INCOME AND DISADVANTAGED COMMUNITIES WHILE ALLEVIATING ENERGY USE AND GREENHOUSE GAS EMISSIONS. OUR PROGRAM IMPLEMENTATIONS FACILITATE OVER A HUNDRED ENERGY RETROFIT PROJECTS IN MULTIFAMILY BUILDINGS ANNUALLY, BENEFITING MORE THAN SIX THOUSAND LOW-INCOME TENANTS. AEA CALIFORNIA'S LARGEST PROGRAM, THE LOW INCOME WEATHERIZATION PROGRAM, ADMINISTERED BY THE CALIFORNIA DEPARTMENT OF COMMUNITY SERVICES AND DEVELOPMENT, HAS DEPLOYED MORE THAN $49M IN INCENTIVES TO 12,746 LOW-INCOME MULTIFAMILY HOUSEHOLDS, WHICH SAVES 19,288,580 KILOWATT-HOURS, 1,345,297 THERMS, AND 13,256 METRIC TONS OF CO2E YEARLY. 6734227 1667064 WEATHERIZATION ASSISTANCE DIRECTLY PROVIDES WEATHERIZATION SERVICES TO LOW-INCOME COMMUNITIES AND SUPPORTS COMMUNITY-BASED ORGANIZATIONS THROUGH ENERGY AUDITS, TRAINING, AND TECHNICAL SERVICES IN NEW YORK. THE PROGRAM REACHED 322 UNITS IN 2023, CONSISTING OF SMALL HOMES AND MULTIFAMILY BUILDINGS. 5447478 1838251 MOST OTHER PROGRAMS INVOLVE UTILITY, TECHNICAL, AND NEW CONSTRUCTION WORK. UTILITY INSTALLS LED LIGHTING, SHOWERHEADS, STEAM TRAPS, BATH AND KITCHEN AERATORS. THIS YEAR, 3,035 RESIDENCES WERE SERVED, AND 27,112 KILOWATT-HOURS AND 1,356,842 THERMS OF ENERGY WERE SALVAGED. TECHNICAL SERVICES PRIMARILY OVERSEE ENERGY AUDITS AND RETRO-COMMISSIONING PROJECTS TO COMPLY WITH NYC LL-87 LAW AND ELECTRIFICATION STUDIES, EQUIPMENT SPECIFICATIONS, AND CONSTRUCTION FOR LOW-CARBON AND ENERGY-SAVING BUILDING UPGRADES. OVER 7,700 UNITS BENEFITED. NEW CONSTRUCTION FACILITATES AFFORDABLE HOUSING DEVELOPMENT AND CERTIFICATIONS UNDER THE ENTERPRISE GREEN COMMUNITIES PROGRAM. THE MEDIAN ENERGY SAVINGS ACHIEVED WAS A 17.16% IMPROVEMENT OVER THE ASHRAE 90.1 STANDARD. 2919909 THE FEDERAL GOVERNMENT IMPLEMENTED THE AMERICAN RESCUE PLAN ACT IN 2022, WHICH SET ASIDE FUNDING FOR ELECTRIFICATION SERVICES, SUCH AS INSTALLING HEAT PUMPS, WATER HEATERS, MINI-SPLIT SYSTEMS, AND WINDOW REPLACEMENTS. AEA PERFORMED THESE SERVICES IN THE BRONX AND BROOKLYN, REACHING 238 UNITS. 2919909 25099659 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 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 36 0 1 140 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY CA X PETER S HOYLE EXECUTIVE DIRECTOR 2122793903 105 BRUCKNER BOULEVARD BRONX NY 10454 DANIEL REIBER SECRETARY / TREASURER 0.50 X X 0 0 0 DIRK FIELDS DIRECTOR 0.50 X 0 0 0 GARY BROWN VICE CHAIR 0.50 X X 0 0 0 JOSEPH BARDEN CHAIRMAN 1.00 X X 0 0 0 LILIANA BURITICA DIRECTOR 0.50 X 0 0 0 DAVID HEPINSTALL SENIOR POLICY ADVISOR 35.00 X 258010 0 62828 LINDA TOSCANO CFO (DOE 7/26/23-12/5/23) 35.00 X 70922 0 4248 NASSER GHALEB CHIEF FINANCIAL OFFICER (OUTGOING) 35.00 X 61938 0 14470 PETER S HOYLE EXECUTIVE DIRECTOR 35.00 X 192500 0 43694 ANDREW BROOKS SR. DIRECTOR, AEA WEST 35.00 X 235937 0 56510 AMY DRYDEN DIRECTOR OF STRATEGIC INNO 35.00 X 164531 0 45822 ASIT PATEL SENIOR DIRECTOR, TECHNICAL SERVICES 35.00 X 177172 0 0 FRANCIS RODRIGUEZ DIRECTOR-WEATHERIZATION 35.00 X 175431 0 63947 JOHN NEAL DIRECTOR, TECHNICAL SERVICES 35.00 X 154765 0 32019 NICHOLAS DIRR SR. DIRECTOR, PROGRAMS 35.00 X 200978 0 70124 1692184 0 393662 19 0 1 0 0 13429737 13429737 PROG. IMPLEMENT. FEES-CA OPERATIO 900099 11360866 11360866 PROG. IMPLEMENT. FEES 900099 1667064 1667064 OTHER PROGRAM SERVICES 900099 1083198 1083198 14111128 38059 38059 OTHER INCOME 900099 32560 32560 32560 27611484 14143688 0 38059 781219 406821 374398 9417025 8859468 557557 259303 241278 18025 1396047 1298752 97295 733131 668358 64773 25470 25470 608427 492262 116165 1168924 1139418 29506 77555 77157 398 1431779 1300964 130815 210705 208184 2521 117980 100440 17540 478742 442338 36404 WEATHERIZATION SERVICES 9487162 9486780 382 BAD DEBT EXPENSE 813414 256979 556435 EQUIPMENT RENTAL/MAINT. 87289 87289 TRAINING SERVICES 32736 32736 435 435 27127343 25099659 2027684 0 6056988 10330557 6910402 5409226 6571399 4988590 60536 80997 121198 169173 42998 42998 0 0 7397165 6550160 27117688 27528703 9729789 10652643 3926534 4061192 7484937 6760431 21141260 21474266 X 5976428 6054437 5976428 6054437 27117688 27528703 484141 -406132 0 X X 0 1 X 1 1 1 X 6718777 7758826 9141209 16445684 13429737 53494233 6718777 7758826 9141209 16445684 13429737 53494233 53494233 324 2651 438 30391 38059 71863 14254 18782 298 1190 32560 67084 53633180 45707519 0.99740 0.99840 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 14,254. 2020 AMOUNT: $ 18,782. 2021 AMOUNT: $ 298. 2022 AMOUNT: $ 1,190. 2023 AMOUNT: $ 32,560. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42998 42998 0 0 LEASE RIGHT-OF-USE ASSETS 6549636 INTERFUND 524 6550160 LEASE LIABILITY - OPERATING 6699906 LEASE LIABILITY - FINANCE 60525 6760431 X 27611484 0 27611484 0 27611484 27127343 0 27127343 0 27127343 PART X, LINE 2: AEA BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023, IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. X X 0 0 0 0 0 0 0 0 0 DAVID HEPINSTALL SENIOR POLICY ADVISOR 258010 0 0 0 0 0 10380 0 52448 0 320838 0 0 0 ANDREW BROOKS SR. DIRECTOR, AEA WEST 235937 0 0 0 0 0 9795 0 46715 0 292447 0 0 0 NICHOLAS DIRR SR. DIRECTOR, PROGRAMS 200978 0 0 0 0 0 8505 0 61619 0 271102 0 0 0 FRANCIS RODRIGUEZ DIRECTOR-WEATHERIZATION 175431 0 0 0 0 0 7400 0 56547 0 239378 0 0 0 PETER S HOYLE EXECUTIVE DIRECTOR 192500 0 0 0 0 0 7920 0 35774 0 236194 0 0 0 AMY DRYDEN DIRECTOR OF STRATEGIC INNO 164531 0 0 0 0 0 6711 0 39111 0 210353 0 0 0 JOHN NEAL DIRECTOR, TECHNICAL SERVICES 154765 0 0 0 0 0 6319 0 25700 0 186784 0 0 0 ASIT PATEL SENIOR DIRECTOR, TECHNICAL SERVICES 177172 0 0 0 0 0 0 0 0 0 177172 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THIS IS AN ORGANIZATION WITH MEMBERS. ANY NEW YORK STATE LOW INCOME WEATHERIZATION ASSISTANCE PROGRAM SUBGRANTEE THAT SUBSCRIBES TO THE PURPOSES AND BASIC POLICIES OF THE CORPORATION AND WHOSE ADMISSION WILL CONTRIBUTE TO THE CORPORATION'S ABILITY TO CARRY OUT ITS PURPOSES MAY BECOME A MEMBER OF THE CORPORATION BY APPLYING FOR MEMBERSHIP IN WRITING AND PAYING THE ANNUAL MEMBERSHIP DUES. FORM 990, PART VI, SECTION A, LINE 7A SIX DIRECTORS SHALL BE ELECTED FROM THE MEMBERSHIP AND MUST BE STAFF OR DIRECTORS OF MEMBER AGENCIES. TWO ADDITIONAL DIRECTORS SHALL BE APPOINTED BY ACTION OF THE BOARD OF DIRECTORS. NO MORE THAN ONE DIRECTOR SHALL COME FROM ANY ONE MEMBER ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED BY THE FINANCE COMMITTEE IN DETAIL AND THEN PROVIDED TO THE BOARD FOR REVIEW AND COMMENT PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. IN THE EVENT THAT CONFLICT OF INTEREST OCCURED, THE BOARD MEMBER IS REQUIRED TO PROVIDE A STATEMENT WITH A FULL DESCRIPTION OF THE TRANSACTIONS AND OF THE INTEREST, WHETHER DIRECT OR INDIRECT, WHICH THE BOARD MEMBER HAVE (OR HAVE HAD DURING THE PAST YEAR) IN THE PERSONS OR ORGANIZATIONS HAVING TRANSACTIONS WITH THE ASSOCIATION FOR ENERGY AFFORDABILITY, INC. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR'S COMPENSATION IS BENCHMARKED TO COMPARABLE COMPENSATION PAID BY SIMILAR ORGANIZATIONS. THE FINANCE COMMITTEE REVIEWS AND APPROVES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.