2024-11-13T14:31:21-06:00 2023-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2023-01-01 680318069 CALIFORNIA WATER EFFICIENCY PARTNERSHIP CALI 9165525885 901 F STREET 225 SACRAMENTO CA 95814 TIA FLEMING EXECUTIVE DIRECTOR 9165525885 2024-11-09 1 0 JENNIFER Z IWATA P01310188 9166466464 2024-11-09 2023 2024-10-15 13:58:12Z TIA FLEMING 901 F STREET 225 SACRAMENTO CA 95814 1181007 0 X WWW.CALWEP.ORG X 1991 CA THE PARTNERSHIP IS A MEMBERSHIP ORGANIZATION DEDICATED TO MAXIMIZING URBAN WATER CONSERVATION THROUGHOUT CALIFORNIA. 23 23 7 30 0 0 238693 261458 1649767 909033 3262 10516 68 0 1891790 1181007 0 0 0 0 672534 719630 0 0 0 1057368 301516 1729902 1021146 161888 159861 2113390 2259589 1073363 1059830 1040027 1199759 X THE PARTNERSHIP IS A MEMBERSHIP ORGANIZATION DEDICATED TO MAXIMIZING URBAN WATER CONSERVATION THROUGHOUT CALIFORNIA BY SUPPORTING AND INTEGRATING INNOVATIVE TECHNOLOGIES AND PRACTICES; ENCOURAGING EFFECTIVE PUBLIC POLICIES; ADVANCING RESEARCH, TRAINING, AND PUBLIC EDUCATION; AND BUILDING ON COLLABORATIVE APPROACHES AND PARTNERSHIPS. 0 0 46983 0 RESEARCH & PROGRAMS DEVELOPMENT - LEAK DETECTION AND REPAIR CERTIFICATION TRAINING WITH VALLEY WATER & BAWSCA. CALSCAPE NURSERY TRAINING- HELD 2 ADVISORY COMMITTEE MEETINGS OF CALWEP MEMBERS TO REVIEW AND EXPAND THE NURSERY TRAINING. 203191 44418 TECHNICAL ASSISTANCE & TOOLS - HELD FRAMEWORK 101 WEBINAR- 3 CUTSHEETS DEVELOPED FOR MEMBERS- 1 CII CLASSIFICATION GUIDANCE DOC IN PROGRESS QUALIFIED WATER EFFICIENT LANDSCAPER TRAINING- 162 PROFESSIONALS WERE TRAINED AND CERTIFIED- 5 ONLINE CLASSES WERE HELD; 4 IN-PERSON CLASSES WERE HELD (9 TOTAL)- 95% EXAM PASS RATE- CALWEP RECEIVED A U.S. EPA WATERSENSE EXCELLENCE AWARD FOR THE GROWTH OF THIS PROGRAM.VALLEY WATER LANDSCAPE SUMMIT- DEVELOPED AND CONDUCTED A LANDSCAPE SUMMIT IN THE VALLEY WATER SERVICE AREA IN 2023.- FEATURED TOPIC: REDUCE, REUSE, REPLENISH- 61 IN PERSON ATTENDEES, 114 VIRTUAL ATTENDEES PUBLICATIONS - 3,100 ENGLISH PRACTICAL PLUMBING HANDBOOKS SOLD- 1,000 SPANISH PRACTICAL PLUMBING HANDBOOKS SOLD SMART REBATES- 7 AGENCIES PARTICIPATING- 366 REBATES APPROVED- $152,776 IN REBATES ISSUED. FLUME DIRECT DISTRIBUTION PROGRAM- 12 AGENCIES PARTICIPATING IN PROGRAM- 3,696 DEVICES DISTRIBUTED RACHIO DIRECT DISTRIBUTION PROGRAM- 11 AGENCIES PARTICIPATING IN PROGRAM- 3,049 DEVICES DISTRIBUTED 283623 829765 MEMBERSHIPAS OF DECEMBER 31, 2023, CALWEP HAD 224 MEMBERS, INCLUDING 11 NEW MEMBERS. ACTIVE COMMITTEES INCLUDE PROGRAM, RESEARCH, PEER TO PEER PLANNING, MEMBERS TASK FORCE, ADVOCACY, AND EQUITY. THERE ARE 150 MEMBERS ENGAGED IN COMMITTEES. CALWEP PUBLISHED 8 CALWEP CONNECTS IN 2023.THE FOLLOWING CHANGES/UPGRADES WERE MADE TO CALWEP.COM: - WEBSITE REFRESH: UPDATED ORGANIZATION OF WEBSITE TO BE MORE ACCESSIBLE AND SIMPLE FOR MEMBERS.- 3 NEW CUTSHEETS WERE RELEASED INCLUDING INDOOR, OUTDOOR AND CII STANDARDS.- 1 COMMENT LETTER ON DRAFT FRAMEWORK REGULATION - 1 NEW GUIDE WAS RELEASED ON FIRE-RESILIENT LANDSCAPINGSTRATEGIC PLANNING - A STRATEGIC PLANNING WORKSHOP WAS HELD IN AUGUST 2023 FOLLOWING A BOARD-DRIVEN PROCESS TO UPDATE THE CURRENT STRATEGIC PLAN. 195845 34850 MEMBER TRAINING & EVENTS PEER TO PEER - MAY 31- JUNE 1 IN LONG BEACH AT HOTEL MAYA- FEATURED TOPIC: CONTROVERSIAL STATEMENTS - NONFUNCTION TURF- $93,500 IN SPONSORSHIPS - 220 ATTENDEES- 14 SESSIONS HELD OVER TWO DAYS.SPRING PLENARY- MARCH 9 AT THE PINNACLE ROOM IN EASTVALE - HOSTED BY JURUPA COMMUNITY SERVICES DISTRICT- FEATURED TOPIC: ASSESSING READINESS FOR FRAMEWORK COMPLIANCE- 172 ATTENDEES FALL PLENARY- AUGUST 31 AT THE SIERRA 2 CENTER IN SACRAMENTO- HOSTED BY REGIONAL WATER AUTHORITY- FEATURED TOPIC: DWR & SWRCB REPORTING REQUIREMENTS FOR CONSERVATION FRAMEWORK- 100 ATTENDEESFRAMEWORK 101 WEBINAR - SEPTEMBER 27 - ONLINE- 307 ATTENDEESWINTER PLENARY - DECEMBER 11 LOCATED AT SF STATE - SEVEN HILLS CONFERENCE CENTER- HOSTED BY SAN FRANCISCO PUBLIC UTILITIES COMMISSION- FEATURED TOPIC: WHAT ARE CLIMATE READY LANDSCAPES?- 80 ATTENDEES 195845 34850 729642 1 1 0 1 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 34 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X PARTNERSHIP OFFICE 9165525885 901 F STREET 225 SACRAMENTO CA 95814 JOE BERG DIRECTOR 1.00 X 0 0 0 BILL MCDONNELL DIRECTOR 1.00 X 0 0 0 SARAH MUSIKER DIRECTOR 1.00 X 0 0 0 JENNA SHIMMIN DIRECTOR 1.00 X 0 0 0 JULIE ORTIZ DIRECTOR 1.00 X 0 0 0 KEN JENKINS DIRECTOR 1.00 X 0 0 0 PATRICK PILZ DIRECTOR 1.00 X 0 0 0 CLAIRE NORDLIE DIRECTOR 1.00 X 0 0 0 TERRENCE MCCARTHY DIRECTOR 1.00 X 0 0 0 RICK FOSTER DIRECTOR 1.00 X 0 0 0 AMY TALBOT DIRECTOR 1.00 X 0 0 0 GREG BUNDESEN DIRECTOR 1.00 X 0 0 0 ELIZABETH LOVSTED DIRECTOR 1.00 X 0 0 0 JENYFFER VASQUEZ DIRECTOR 1.00 X 0 0 0 DEBBY DUNN DIRECTOR 1.00 X 0 0 0 MADELINE WOOD DIRECTOR 1.00 X 0 0 0 JUSTIN FINCH DIRECTOR 1.00 X 0 0 0 MATTHEW DICKENS DIRECTOR 1.00 X 0 0 0 CARLO GAVINA DIRECTOR 1.00 X 0 0 0 JAZMINE MOLLOY DIRECTOR 1.00 X 0 0 0 AMY MCNULTY SECRETARY/TREASURER 1.00 X X 0 0 0 CHARLES BOHLIG VICE CHAIR 1.00 X X 0 0 0 ROB WHIPPLE CHAIR 1.00 X X 0 0 0 SARAH FOLEY CO-EXEC. DIRECTOR-OPERATIONS 36.00 X 125763 0 12532 TIA LEBHERZ CO-EXEC. DIRECTOR-EXTERNAL AFFAIRS 40.00 X 133256 0 18119 JOY KEIGHTLEY CONTROLLER 40.00 X 127913 0 7675 386932 0 38326 3 0 1 0 0 117108 144350 261458 MEMBERSHIP DUES 900099 829765 829765 REBATE PROGRAM ADMIN F 900099 39831 39831 TRAINING & WORKSHOP 900099 34850 34850 PUBLICATION SALES 900099 4587 4587 909033 10516 10516 1181007 909033 0 10516 289670 188848 100822 319740 208452 111288 21348 13918 7430 41467 27034 14433 47405 30905 16500 14800 11840 2960 36534 36534 1762 1762 31129 24154 6975 36615 32318 4297 59123 38545 20578 21653 21249 404 80237 79962 275 7148 5405 1743 12515 10478 2037 1021146 729642 291504 0 1330624 1495287 228559 248771 146108 155751 14102 5869 14102 19808 67305 60343 13382 6962 366513 327141 2113390 2259589 101212 141285 9790 18991 962361 899554 1073363 1059830 X 972577 1091356 67450 108403 1040027 1199759 2113390 2259589 159861 -129 0 X X 1 X 0 1 0 X 377867 259740 279740 238693 261458 1417498 377867 259740 279740 238693 261458 1417498 65817 1351681 3480 1349 253 3262 10516 18860 20150 2570 68 22788 1459146 4908927 0.92640 0.93230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1950 1950 0 PART II-B, LINE 1: CALWEP CONTINUED TO ENGAGE ON THE "MAKING CONSERVATION A CALIFORNIA WAY OF LIFE" REGULATION. THIS INCLUDES ENGAGING WITH THE RELEVANT STATE AGENCIES, SUBMITTING A COMMENT LETTER, AND MAINTAINING "WHAT THE FRAMEWORK?" BLOG. ADDITIONALLY, CALWEP ALSO ENGAGED ON VARIOUS STATE LEGISLATION. THIS INCLUDES PROVIDING FEEDBACK ABOUT ASSEMBLY BILL (AB) 1572 AND AB 1573 AND SUPPORTING THE FOLLOWING BILLS: AB 1572, SENATE BILL (SB) 597, AND SB 867 (CALWEP SPECIFICALLY HAD A SUPPORT IF AMENDED POSITION FOR THIS BILL). LASTLY, CALWEP SUBMITTED A COMMENT LETTER TO US EPA WATERSENSE REGARDING POTENTIAL REVISIONS TO TANK TYPE TOILET SPECIFICATIONS. 45010 38481 6529 22295 21862 433 6962 OPERATING LEASE, RIGHT-OF-USE-ASSET 327141 327141 PROGRAM REBATE POOL 534258 ACCRUED VACATIONS 28473 PAYROLL TAXES PAYABLE 1239 SALES TAX PAYABLE 78 PAYROLL BENEFITS PAYABLE 3504 OPERATING LEASE LIABILITY 332002 899554 X PART X, LINE 2: THE PARTNERSHIP APPLIES THE AMENDED ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. X X X X X 0 0 0 0 0 0 0 0 0 TIA LEBHERZ CO-EXEC. DIRECTOR-EXTERNAL AFFAIRS 133256 0 0 0 0 0 8568 0 9551 0 151375 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS FIRST REVIEWED BY PARTNERSHIP STAFF AND THEN BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C STAFF ARE REQUIRED TO CONFIRM RECEIPT OF THE CONFLICT OF INTEREST POLICY CONTAINED IN THE EMPLOYEE HANDBOOK BY SIGNATURE. ADDITIONALLY, OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST AS THEY OCCUR AND CANNOT VOTE ON ANY THAT MAY BE RELATED TO THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS EVALUATE THE COMPENSATION OF THE EXECUTIVE DIRECTOR AT AN EXECUTIVE SESSION. NO OTHER OFFICERS RECEIVE COMPENSATION. THIS PROCESS WAS LAST UNDERTAKEN IN 2022. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR HIRING STAFF AND DETERMINING THEIR COMPENSATION BASED ON THE TOTAL COMPENSATION AMOUNTS APPROVED BY THE BOARD OF DIRECTORS. THIS PROCESS WAS LAST UNDERTAKEN IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE PARTNERSHIP MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE AND UPON REQUEST. FORM 990, PART XII, LINE 2C NEITHER THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT/REVIEW NOR THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS CHANGED FROM THE PRIOR YEAR.