2024-11-13T09:37:52-06:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 832935439 CLEAN ENERGY BUYERS ASSOCIATION CLEA 8884582322 1425 K STREETNW 1110 WASHINGTON DC 20005 JASON COLBERT CHIEF BUSINESS OFFICER 8884582322 2024-11-13 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2024-10-15 13:58:12Z JASON COLBERT 1425 K STREETNW 1110 WASHINGTON DC 20005 9590025 0 X WWW.CEBUYERS.ORG X 2018 DE SEE PART III, LINE 1. 33 31 89 31 0 0 3483974 3187500 5606482 6295270 8587 98671 3000 8584 9102043 9590025 649432 0 0 0 5392291 5709112 0 83300 0 3208581 3578329 9250304 9370741 -148261 219284 5825977 5812379 5433505 5200623 392472 611756 X THE CLEAN ENERGY BUYERS ASSOCIATION (CEBA) IS A MEMBERSHIP ASSOCIATION FOR ENERGY CUSTOMERS SEEKING TO PROCURE CLEAN ENERGY ACROSS THE U.S. TODAY, OUR MEMBERSHIP OF OVER 420 INCLUDES STAKEHOLDERS FROM ACROSS THE COMMERCIAL AND INDUSTRIAL SECTOR, NON-PROFIT ORGANIZATIONS, AS WELL AS ENERGY PROVIDERS AND SERVICE PROVIDERS. 0 0 INNOVATIONS GROUP: CEBA'S MARKET AND POLICY INNOVATION (US) PROGRAM WORKED TO SOLVE THE TOUGHEST MARKET AND POLICY BARRIERS TO UNLOCKING CLEAN ENERGY MARKETS BY ACTIVELY ENGAGING AT THE NATIONAL, REGIONAL, STATE AND SUBSTATE LEVELS, MEETING WITH REGULATORS, DECISION MAKERS, AND POLICYMAKERS TO ELEVATE THE NEEDS OF LARGE ENERGY CUSTOMERS FOR CLEAN ENERGY. TRANSACTION ACCELERATION GROUP: CEBA'S TRANSACTION ACCELERATION PROGRAM WAS FOCUSED ON ACCELERATING AND GROWING CLEAN ENERGY TRANSACTIONS BY ENSURING THE BEST IDEAS WERE UNDERSTOOD AND PERPETUATED THROUGH IN-PERSON, ONLINE, AND PUBLISHED EDUCATION. IN 2023, MORE THAN 8,000 INDIVIDUALS GREW THEIR ABILITY TO TRANSACT IN THE MARKETPLACE THROUGH EDUCATIONAL OFFERINGS INCLUDING TWO 500+ PERSON MEMBER EVENTS, ONLINE EDUCATIONAL WORKSHOPS, PRINT MATERIALS, AND ONLINE EDUCATION. COMMUNICATIONS GROUP: CEBA'S COMMUNICATIONS PROGRAM EXISTS TO TRACK, SHARE, AND AMPLIFY SOLUTIONS AND BEST PRACTICES INCLUDING KEY TRENDS ACROSS THE CLEAN ENERGY MARKET. IN 2023, THE COMMUNICATIONS PROGRAM GENERATED NEWSLETTERS, BRIEFINGS, WHITE PAPERS, SOCIAL MEDIA CAMPAIGNS, WEBSITE UPDATES AND SUPPORTED STRATEGIC POSITIONING OF ORGANIZATION THROUGH SPEAKING ENGAGEMENTS. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 19 0 1 89 1 0 0 0 0 1 1 0 0 0 X 33 31 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JASON COLBERT 8884582322 1425 K STREETNW 1110 WASHINGTON DC 20005 MIRANDA BALLENTINE CEO (UNTIL 12/23) 35.00 5.00 X X 443723 0 44236 KEVIN HAGEN INTERIM CEO (FROM 04/23) 35.00 5.00 X X 210000 0 25026 AUDREY VINANT-TANG BOARD MEMBER 1.00 X 0 0 0 BENJAMIN GERBER BOARD MEMBER 1.00 X 0 0 0 BESSMA ALJARBOU BOARD MEMBER 1.00 X 0 0 0 BRUCE FRANDSEN BOARD MEMBER 1.00 1.00 X 0 0 0 BRUCE HARRIS BOARD MEMBER 1.00 X 0 0 0 DARIJA COSIC BOARD MEMBER 1.00 X 0 0 0 DAVID WEI BOARD MEMBER 1.00 X 0 0 0 EMILY COHEN BOARD MEMBER 1.00 1.00 X 0 0 0 EMILY HANSROTH BOARD MEMBER 1.00 X 0 0 0 EMILY WILLIAMS BOARD MEMBER 1.00 X 0 0 0 GILBERT CAMPBELL BOARD MEMBER 1.00 X 0 0 0 JAKE OSTER BOARD MEMBER 1.00 X 0 0 0 JED RICHARDSON BOARD MEMBER 1.00 X 0 0 0 JENNIFER LAYKE BOARD MEMBER 1.00 1.00 X 0 0 0 JOHNNY KEY BOARD MEMBER 1.00 X 0 0 0 KELLY SNYDER BOARD MEMBER 1.00 X 0 0 0 KEVIN HAGEN BOARD MEMBER 1.00 X 0 0 0 MARIAH KENNEDY BOARD MEMBER 1.00 X 0 0 0 MARTY PICKETT BOARD MEMBER 1.00 1.00 X 0 0 0 MARTY SPITZER BOARD MEMBER 1.00 1.00 X 0 0 0 MAX SCHER BOARD MEMBER 1.00 X 0 0 0 MICHAEL DASCHLE BOARD MEMBER 1.00 X 0 0 0 MICHAEL TERRELL BOARD MEMBER 1.00 1.00 X 0 0 0 MIKE MATTERA BOARD MEMBER 1.00 X 0 0 0 PETER FREED BOARD MEMBER 1.00 X 0 0 0 RAJIV BAZAJ BOARD MEMBER 1.00 X 0 0 0 ROLF HARTMANN BOARD MEMBER 1.00 X 0 0 0 ROB THRELKELD BOARD MEMBER 1.00 X 0 0 0 ROHIT KINRA BOARD MEMBER 1.00 X 0 0 0 ROBERT BERNARD BOARD MEMBER 1.00 X 0 0 0 TIM LEE BOARD MEMBER 1.00 X 0 0 0 JASON COLBERT CHIEF BUSINESS OFFICER 35.00 5.00 X 354898 0 38377 MISTI GROVES VP, INNOVATIONS 40.00 X 291671 0 14779 SARAH MIHALECZ SR DIR, TRANSACTION ACCELERATION 40.00 X 227981 0 12933 ERIC GIBBS VP, GLOBAL (FROM 03/23) 40.00 X 200417 0 31432 MARK PORTER VP, US MARKETS 30.00 X 202983 0 16371 DAVID HAINES VP, STRAGEGY & IMPACT (UNTIL 04/23) 40.00 X 180173 0 11056 2111846 0 194210 28 0 1 0 SEATTLE CONVENTION CENTER 705 PIKE STREET SEATTLE WA 98101 EVENT SERVICES 302399 LINDER GLOBAL EVENTS 2150 WISCONSIN AVE NW WASHINGTON DC 20007 EVENT CONSULTING 292525 CMI AUDIO VISUAL 400 MILE CROSSING BOULEVARD ROCHESTER NY 14624 EVENT SERVICES 196972 PERKINS COIE 1201 THIRD AVE SUITE 4900 SEATTLE WA 98101 LEGAL SERVICES 177676 CASSIDY & ASSOCIATES 607 14TH ST NW SUITE 400 WASHINGTON DC 20005 CONSULTING SERVICES 177561 9 3187500 3187500 MEMBERSHIP 900099 6244852 6244852 REGISTRATION FEES 900099 50418 50418 6295270 98671 98671 OTHER REVENUE 900099 8584 8584 8584 9590025 6295270 0 107255 973990 3907093 282868 188418 356743 105641 61716 341500 83300 661928 282821 53859 55534 206258 314789 1161380 37532 17069 SUBSCRIPTIONS 122003 RECRUITING 107017 TRAINING & DEVELOPMENT 49282 9370741 1559590 77500 1480448 3523488 200000 650389 6500 176558 274064 308407 218950 151154 89457 64605 76318 1743233 1565052 5825977 5812379 1128776 1349594 2663314 2513453 1641415 1337576 5433505 5200623 X -233578 53563 626050 558193 392472 611756 5825977 5812379 219284 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 6244852 443251 718981 1162232 936728 225504 308407 218950 89457 89457 DUE FROM RELATED PARTY 286630 DEPOSITS 87776 RIGHT-OF-USE ASSET 1190646 1565052 OPERATING LEASE LIABILITY 1337576 1337576 9590025 0 9590025 0 9590025 9370741 0 9370741 0 9370741 X X X 0 OBJECTIVE CONSULTING INC 20 MORGAN DRIVE SUITE 44 LE GENERAL ACTIVITIES INCLUDING FUNDRAISING PROSPECTUS, REPORT 0 0 83300 -83300 83300 -83300 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X 0 0 X X X 1 0 0 MIRANDA BALLENTINE CEO (UNTIL 12/23) 313310 0 130413 0 0 0 15352 0 28884 0 487959 0 0 0 JASON COLBERT CHIEF BUSINESS OFFICER 281773 0 73125 0 0 0 17761 0 20616 0 393275 0 0 0 MISTI GROVES VP, INNOVATIONS 236685 0 54986 0 0 0 13458 0 1321 0 306450 0 0 0 SARAH MIHALECZ SR DIR, TRANSACTION ACCELERATION 193709 0 34272 0 0 0 10642 0 2291 0 240914 0 0 0 KEVIN HAGEN INTERIM CEO (FROM 04/23) 210000 0 0 0 0 0 9371 0 15655 0 235026 0 0 0 ERIC GIBBS VP, GLOBAL (FROM 03/23) 200417 0 0 0 0 0 8371 0 23061 0 231849 0 0 0 MARK PORTER VP, US MARKETS 168706 0 34277 0 0 0 7688 0 8683 0 219354 0 0 0 DAVID HAINES VP, STRAGEGY & IMPACT (UNTIL 04/23) 107215 0 27958 0 45000 0 7628 0 3428 0 191229 0 0 0 PART I, LINE 6 DAVIS HAINES, VP. STRATEGY & IMPACT, RECEIVED $45,000 OF SEVERENCE PAYMENT DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE CLASSIFIED AS EITHER ENERGY CUSTOMERS, ENERGY PROVIDERS, SERVICE PROVIDERS OR NGO. WITHIN EACH CLASSIFICATION, MEMBERSHIP RANGES FROM SILVER TO LEADERSHIP CIRCLE LEVEL. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BOARD IS COMPRISED OF ENERGY CUSTOMER LEADERSHIP CIRCLE MEMBERS, PLUS ELECTED MEMBERS FROM OTHER MEMBERSHIP CLASSES AND TIERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND THEN REVIEWED BY ACCOUNTING STAFF, CFO, AND CEO PRIOR TO FINALIZATION. THE FORM 990 WAS CIRCULATED TO THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL STAFF SIGN THE CONFLICT OF INTEREST DISCLOSURE. AN INTERESTED PERSON DISCLOSES THE EXISTENCE OF ANY ACTUAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST AS SOON AS THE INTERESTED PERSON IDENTIFIES THAT THERE MAY BE A CONFLICT OF INTEREST, AND, IF POSSIBLE, BEFORE CEBA ENTERS INTO THE PROPOSED TRANSACTION OR ARRANGEMENT THAT GIVES RISE TO THE CONFLICT OF INTEREST. AFTER DISCLOSURE OF THE ACTUAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST, CEBA'S CEO AND CFO, IN CONSULTATION WITH EACH OTHER, DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS BY FOLLOWING THE PROCEDURES DESCRIBED: THE INTERESTED PERSON DISCLOSES ALL MATERIAL FACTS TO CEBA'S CEO AND CFO, AND/OR LEGAL COUNSEL CONCERNING THE PROPOSED TRANSACTION OR ARRANGEMENT, INCLUDING THE CIRCUMSTANCES GIVING RISE TO THE POTENTIAL CONFLICT OF INTEREST. IF CEBA'S CEO AND CFO ARE UNABLE TO AGREE IN WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER IS REFERRED TO CEBA'S BOARD OF DIRECTORS OR THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS WHO DECIDE IF A POTENTIAL CONFLICT OF INTEREST EXISTS. THE CEBA BOARD OF DIRECTORS OR THE EXECUTIVE COMMITTEE REQUESTS INFORMATION CONCERNING THE POTENTIAL CONFLICT OF INTEREST DIRECTLY FROM THE INTERESTED PERSON. IF THE CEO OR CFO HAVE REASONABLE CAUSE TO BELIEVE AN INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST, THEY INFORM THE INTERESTED PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE INTERESTED PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE INTERESTED PERSON'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE CEO AND CFO DETERMINE THE INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST, THEY TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, UP TO AND INCLUDING TERMINATION OF EMPLOYMENT. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION OF THE CEO INCLUDES COMPARABILITY DATA AND APPROVAL BY THE BOARD. THE COMPENSATION PROCESS WAS DOCUMENTED VIA EMAIL BY THE BOARD CHAIR. THE DATE OF THE LAST COMPENSATION REVIEW TOOK PLACE DECEMBER 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CE BUYERS INSTITUTE 1425 K STREET NW SUITE 1110 WASHINGTON DC 20005 842207299 SEE PART VII DE 501(C)(3) LINE 7 CEBA 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 CE BUYERS INSTITUTE N 190178 ACTUAL COSTS CE BUYERS INSTITUTE O 4407369 ACTUAL COSTS CE BUYERS INSTITUTE Q 5200000 ACTUAL COSTS SCHEDULE R, PART II, COLUMN (B): CE BUYERS INSTITUTE (CEBI) IS A NON-PROFIT ORGANIZATION FOCUSED ON SOLVING THE TOUGHEST MARKET AND POLICY BARRIERS TO ACHIEVING A CARBON-FREE ENERGY SYSTEM IN COLLABORATION WITH POLICYMAKERS, LEADING PHILANTHROPIES, AND ENERGY MARKET STAKEHOLDERS.