2024-10-30T11:43:05-07:00 2023-12-31 330783983 West Rhode & Roberts 2741 4th Ave San Diego CA 92103 990 2023-01-01 330936366 CENTER FOR SUSTAINABLE ENERGY CENT 8582441177 3980 SHERMAN ST 170 SAN DIEGO CA 92110 LAWRENCE E GOLDENHERSH President 2024-10-30 true true Christopher M Roberts P00235008 6196155380 2023 2024-10-15 13:58:12Z LAWRENCE E GOLDENHERSH 3980 SHERMAN ST 170 SAN DIEGO CA 92110 502967667 false X WWW.ENERGYCENTER.ORG X 2000 CA One simple mission-DECARBONIZE 7 7 313 7 0 27759 0 274111488 502944385 -19744 31632 23282 274170879 502947923 0 0 23519611 27040048 0 19980 250478535 473881546 273998146 500921594 172733 2026329 98654953 137050141 87473047 123841906 11181906 13208235 One simple mission-DECARBONIZE false false 412459917 425333025 Transportation: EV Incentive Programs: CSE's Transportation EV Incentive Division earned $425,333,024.95 in Reveneue and had expenses of $412,459,917.00 in 2023 of which $403,234,352 worth of rebates was delivered to rebate applicants. Notable achievements in 2023 include the following:CSE administers electric vehicle incentive rebates for state agencies and utilities in 10 states, including issuing more than $1.5 billion in rebates for the California Clean Vehicle Rebate Project. The total program value of the EV incentive programs under management exceeds $3.0 billion. To date, across its programs more than $2.1 billion in EV incentives have been distributed. These programs eliminate greenhouse gas emissions from the transportation sector by increasing the rate at which individual consumers and fleets replace greenhouse gas emitting fossil fuel vehicles with zero or near zero emitting vehicles electric vehicles. CSE uses its Caret EV forecasting software platform to assist with the design and administration of EV incentive programs. Caret leverages more than 240 user-defined variables to forecast EV demand and impacts at given incentive levels. This forecasted demand is then used to forecast program incentive cost and the impact of EV sales on greenhouse gas emissions, fuel consumption avoidance, energy demand, and fleet turnover. Forecasts are updated to allow program owners to optimize their programs in the face of changing market conditions, including a change in available program funding and available tax incentives and other changes in policy that affect the market for EVs. 48383478 55830315 Distributed Energy Resources: In 2023, CSE earned $55,830,314.71 worth of revenue and had expenses of $48,383,478 of which $40,362,076 was paid out to rebate applicants. A Notable achievement in 2023 includes:CSE is the lead Program Administrator for Californias Solar on Multifamily Affordable Housing (SOMAH) program, one of the largest investments of its kind. This program focuses on reducing electric bills for low- and moderate-income tenants by expanding solar access for multi-unit dwellings serving these tenants. The program totals approximately $1 billion in program value and has the goal of deploying 300 megawatts of solar on multifamily affordable housing by 2032.CSE is the administrator of the Self Generation Incentive Program [SGIP] in the San Diego Gas & Electric service territory. SGIP provides technical and financial support for energy storage, fuel cells, wind, and solar installations for low- and moderate-income residents. SGIP prioritizes energy storage in fire-prone, low-income, and disadvantaged areas to address climate change and power outages, bringing bill savings and resilience to those most at risk. 18003804 21784583 Transportation: EV Infrastructure Programs: In 2023, this division earned $21,784,583.80 in revenue for CSE and had expenses of $18,003,804 of which $15,227,777 was paid out to rebate applicants across all EV infrasturcture projects. Notable Achievements in 2023 for this division include:CSE manages rebate programs that offset a portion of electric vehicle charging equipment and installation costs, including "make-ready" utility costs. These programs, which total over $450 million in program value, seek to close infrastructure gaps in low income and disadvantaged communities. As of June 2024, over 40% of funds have been directed to underserved communities. To optimize EV infrastructure deployment to close gaps in low income and disadvantaged communities, CSE leverages its Caret EV Infrastructure Planner software platform. This platform applies multi-criteria decision making to over 80 geospatial datasets to identify the priority locations for infrastructure deployment. 478847199 true false false true false false false false false false true false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 32 0 true 313 true false false false false false false false 0 false false false false false false false X 7 7 false false false false false false false true true false false true true true true true true true true false CA MA X VOLODYMYR ULITOVSKYY 8582441177 3980 SHERMAN ST STE 170 SAN DIEGO CA 92110 LAWRENCE E GOLDENHERSH President 40.00 0.00 X 533998 0 17156 MARK PATRICK FEDERLE SENIOR DIRECTOR 40.00 0.00 384483 0 24612 CHARLES TAYLOR SENIOR DIRECTOR 40.00 0.00 258333 0 13661 KAREN GLITMAN SENIOR DIRECTOR 40.00 0.00 247098 0 6113 JOHN GARTNER SENIOR DIRECTOR 40.00 0.00 224732 0 18021 ANTHONY WILLS SENIOR DIRECTOR 40.00 0.00 183322 0 9505 VLAD ULITOVSKYY Controller 40.00 0.00 X 157908 0 6436 JUSTIN MCKEE SR DIR FIN/ACCT 40.00 0.00 X 55013 0 4858 BRYAN GARCIA CHAIRPERSON 1.00 0.00 X X 0 0 0 KAREN WAYLAND MEMBER 1.00 0.00 X 0 0 0 OLIVIA MORA MEMBER 1.00 0.00 X 0 0 0 JEFF ROBERTS MEMBER 1.00 0.00 X 0 0 0 ERIKA GUPTA Member 1.00 0.00 X 0 0 0 BUCK ENDEMANN Secretary 1.00 0.00 X X 0 0 0 LEE DURAN Treasurer 1.00 0.00 X X 0 0 0 DOUG SIMS MEMBER 1.00 0.00 X 0 0 0 Jimmy Jia VICE CHAIR 1.00 0.00 X X 0 0 0 SHAUN HAZEN Member 1.00 0.00 X 0 0 0 2044887 100362 100 false true false 3970-3980 SHERMAN ST 12631 IMPERIAL HWY SANTA FE SPRINGS CA 90670 OFFICE RENT 847240 VEIC 20 WINOOSKI WAY 5TH FL WINOOSKI VT 05404 CONSULTING 107444 VITALIY ULITOVSKY 20222 CENTER BROOK SQ STERLING VA 20165 BUDGET/RECON SERVICES 146700 3 0 REBATES FUNDED 900099 458822006 458822006 SERVICE REVENUE 900099 44122379 44122379 502944385 0 0 0 0 19744 -19744 -19744 -19744 0 0 0 OTHER INCOME 900099 23282 23282 23282 502947923 502947923 0 0 0 0 775369 775369 0 19865782 7461484 12392436 11862 383753 146482 237038 233 4361330 1577858 2780964 2508 1653814 597406 1055458 950 0 0 0 9000 9000 0 0 8641436 7667791 972692 953 213326 135457 77799 70 720920 190703 529738 479 1320932 402741 917361 830 0 1122090 1121250 840 1804827 1636517 168158 152 0 251985 74152 177672 161 0 0 267940 55701 211926 313 0 REBATE EXPENSE 458824205 458824205 RESEARCH & DEVELOPMENT 468149 467726 423 OTHER EXPENSE 236736 67702 168828 206 0 500921594 478847199 22054415 19980 5863485 7823859 0 0 9740159 8924662 0 0 0 0 507277 504250 2151430 1248115 759849 903315 0 0 0 0 81784183 118894055 98654953 137050141 4447451 3818004 70889645 109825544 873553 732528 11262398 9465830 87473047 123841906 X 11181906 13208235 11181906 13208235 98654953 137050141 2026329 X false true X true false X 305300571 219508719 246280637 27759 771117686 0 0 305300571 219508719 246280637 27759 771117686 0 771117686 0 0 0 771117686 1.00000 1.00000 X false false 9000 9000 478815205 478824205 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 9000 23187 8250 9000 49437 250000 250000 250000 250000 1000000 1500000 852248 552821 299427 233420 227175 6245 1065762 468119 597643 903315 Program Designated Advances to Subs 207057 Program Designated Cash 113957945 Right of use assets 4729053 118894055 LEASE LIABILITIES - LONG TERM 4367355 LEASE LIABILITIES - SHORT TERM 759017 REFUNDABLE APPLICATION FEES 3839458 REFUNDABLE DEPOSIT 500000 9465830 X 502947923 502947923 502947923 500921594 500921594 500921594 Part X : FIN48 Footnote CSE is exempt from federal income tax under the provisions of Section 501(c)(3) of the Internal Revenue Code and is also exempt from state income taxes. ASC 740, Accounting for Uncertainties in Income Tax, sets a minimum threshold for financial statement recognition of the benefit of a tax position taken or expected to be taken in a tax return. CSE has reviewed its positions for all open tax years and has determined that it has no uncertain tax positions requiring accrual or disclosure. X X X false false false false false false false false false ANTHONY WILLS SENIOR DIRECTOR 182210 1112 1733 7772 192827 CHARLES TAYLOR SENIOR DIRECTOR 258333 7863 5798 271994 JOHN GARTNER SENIOR DIRECTOR 224044 688 7000 11021 242753 KAREN GLITMAN SENIOR DIRECTOR 216168 30930 6113 253211 LAWRENCE E GOLDENHERSH President 480244 53754 17156 551154 MARK PATRICK FEDERLE SENIOR DIRECTOR 384483 4397 20215 409095 VLAD ULITOVSKYY Controller 153144 4764 6436 164344 Form 990, Part VI, Section B, Line 11b Management reviewed this form 990 for consistency of the financial data with the audited financial statements as well as for overall accuracy and completeness of the return. The full board membership was provided a copy of this form 990 for review of its accuracy and completeness, and the board voted by unanimous written consent to approve the filing of the return. Form 990, Part VI, Section B, Line 12c The organizations officers, directors and key employees have an affirmative duty to disclose potential conflicts of interest with each transaction contemplated by the organization, in accordance with the organizations governance documents, employee handbook, and applicable state law. Form 990, Part VI, Section B, Line 15a Periodically, a compensation review is conducted to establish market averages for the President and the President's senior direct reports. Annually the Executive Committee leads an evaluation of the President's performance and establishes the compensation and benefit package for the President. The decision is documented in meeting minutes.The President determines the compensation and benefit package for the senior direct reports. Form 990, Part VI, Section B, Line 15b SEE 15A DESCRIPTION Form 990, Part VI, Section C, Line 19 The organization makes its governing documents, conflict of interest and other policies, information returns, and audited financial statements available to the public upon request.