2025-11-04T13:17:04-06:00 2024-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2024-01-01 680318069 CALIFORNIA WATER EFFICIENCY PARTNERSHIP CALI 9165525885 901 F STREET 225 SACRAMENTO CA 95814 TIA FLEMING EXECUTIVE DIRECTOR 9165525885 2025-11-01 1 0 JENNIFER Z IWATA P01310188 9166466464 2025-11-01 2024 2025-03-06 01:10:19Z TIA FLEMING 901 F STREET 225 SACRAMENTO CA 95814 1443576 0 X WWW.CALWEP.ORG X 1991 CA THE PARTNERSHIP IS A MEMBERSHIP ORGANIZATION DEDICATED TO MAXIMIZING URBAN WATER CONSERVATION THROUGHOUT CALIFORNIA. 22 22 8 200 0 0 261458 373092 909033 938666 10516 29723 0 0 1181007 1341481 0 0 0 0 719630 818426 0 0 0 301516 429167 1021146 1247593 159861 93888 2259589 2047659 1059830 753883 1199759 1293776 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 40934 RESEARCH & PROGRAMS DEVELOPMENT - CALSCAPE NURSERY TRAINING- HELD 3 ADVISORY COMMITTEE MEETINGS OF CALWEP MEMBERS TO REVIEW AND EXPAND THE NURSERY TRAINING. 407825 49260 TECHNICAL ASSISTANCE & TOOLS - A PRACTICAL GUIDE TO CLASSIFYING CII WATER USERS IN CALIFORNIA (DECEMBER 12, 2024)- FRAMEWORK CUT SHEET: ALTERNATIVE DATA REQUEST PROCESS (OCTOBER 24, 2024)- A PRACTICAL GUIDE TO MEASURING LANDSCAPE AREAS WITH DEDICATED IRRIGATION METERS IN CII SECTORS (OCTOBER 17, 2024)- RFP GUIDANCE AND TEMPLATE RFP (OCTOBER 2, 2024)- DISCLOSABLE BUILDINGS TOOLKIT (SEPTEMBER 17, 2024)- FRAMEWORK CUT SHEET: GENERAL OVERVIEW AND CALCULATIONS (SEPTEMBER 23, 2024)- NAICS & ENERGY STAR PORTFOLIO MANAGER CROSSWALK (AUGUST 14, 2024) - COMPLIANCE RESOURCE CENTER LAUNCHED (DECEMBER 2024)IN PARTNERSHIP WITH SOUTHERN CALIFORNIA GAS COMPANY, CALWEP HOSTED FOUR WATER/ENERGY SUSTAINABILITY TRAININGS THIS YEAR:- SANTA BARBARA TARGET: HOSPITALITY PROFESSIONALS- PASADENA TARGET: HOSPITALITY PROFESSIONALS- RIVERSIDE CII AUDIT TRAINING FOR WATER CONSERVATION STAFF- MOULTON NIGUEL WATER DISTRICT - TARGET: POOL MANAGEMENT TRAINING QUALIFIED WATER EFFICIENT LANDSCAPER TRAINING- 181 PROFESSIONALS TRAINED AND CERTIFIED- 6 ONLINE CLASSES WERE HELD; 2 IN PERSON CLASSES WERE HELD (8 TOTAL)- 91% EXAM PASS RATE PUBLICATIONS - 3,100 ENGLISH PRACTICAL PLUMBING HANDBOOKS SOLD- 1,000 SPANISH PRACTICAL PLUMBING HANDBOOKS SOLD- 250 LANDSCAPE MAINTENANCE GUIDES SOLD- 25 CII-DIM GUIDEBOOKS SOLDSMART REBATES- 7 AGENCIES PARTICIPATING- 461 REBATES APPROVED- $180,704 IN REBATES ISSUEDFLUME DIRECT DISTRIBUTION PROGRAM- 11 AGENCIES PARTICIPATING IN PROGRAM- 3,873 DEVICES DISTRIBUTEDRACHIO DIRECT DISTRIBUTION PROGRAM- 10 AGENCIES PARTICIPATING IN PROGRAM- 1,363 DEVICES DISTRIBUTED 319054 849618 MEMBERSHIPAS OF DECEMBER 31, 2024, CALWEP HAD 227 MEMBERS, INCLUDING 14 NEW MEMBERS. ACTIVE COMMITTEES INCLUDE PROGRAM, RESEARCH, PEER TO PEER PLANNING, MEMBERS TASK FORCE, ADVOCACY, AND EQUITY. THERE ARE OVER 200 MEMBERS ENGAGED IN COMMITTEES. CALWEP PUBLISHED 11 CALWEP CONNECTS IN 2024.THE FOLLOWING CHANGES/UPGRADES WERE MADE TO CALWEP.ORG:- ADDITIONAL AND UPDATED CUTSHEETS AND TIMELINE GRAPHICS ADDED- CALWEP COMPLIANCE RESOURCE CENTER LAUNCHED- CALWEP LAM VIEWER (POWERED BY WATERVIEW) LAUNCHED- UWUO REPORTING RESOURCES WERE ADDED: - DATA FLOW CHART- ALTERNATIVE DATA PROCESS- CONTACT LIST 212423 39788 MEMBER TRAINING & EVENTS PEER TO PEER- MAY 31- JUNE 1 IN SAN JOSE STATE UNIVERSITY, SAN JOSE, CA- $91,500 IN SPONSORSHIPS - 210 ATTENDEES- 14 SESSIONS HELD OVER TWO DAYSSPRING PLENARY- MARCH 13 AT MOULTON NIGUEL WATER DISTRICT, LAGUNA NIGUEL, CA- HOSTED BY MOULTON NIGUEL WATER DISTRICT- FEATURED TOPIC: NONFUNCTIONAL TURF- 116 IN PERSON, 136 VIRTUALFALL PLENARY- AUGUST 29 AT SAN LUIS OBISPO, CA- HOSTED BY FLUME WATER- FEATURED TOPIC: LEAK DETECTION AND REPAIR AND STATE REPORTING- 47 IN PERSON, 213 VIRTUALWINTER PLENARY- DECEMBER 11 LOCATED CALIFORNIA DEPARTMENT OF NATURAL RESOURCES, SACRAMENTO, CA- HOSTED BY DEPARTMENT OF WATER RESOURCES AND REGIONAL WATER AUTHORITY- FEATURED TOPIC: CII CLASSIFICATION AND DEDICATED IRRIGATION MEASUREMENT- 106 IN PERSON, 140 VIRTUALMEMBER WEBINARS:- JOINT WEBINAR: CADC, SDCWA, AND CALWEP'S CII DIM GUIDE (OCTOBER 30, 2024)- 205 ATTENDEES- CALWEP AND USBR WATERSMART GRANTS WEBINAR (OCTOBER 15, 2024)- 74 ATTENDEES- WHY SHOULD WATER UTILITIES CARE ABOUT RIGHT-SIZING PLUMBING? (SEPTEMBER 12, 2024)- 60 ATTENDEES 212423 39788 980236 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 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 38 0 1 8 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 CA X X PARTNERSHIP OFFICE 9165525885 901 F STREET 225 SACRAMENTO CA 95814 CHARLES BOHLIG CHAIR 1.00 X X 0 0 0 AMY MCNULTY VICE CHAIR 1.00 X X 0 0 0 SARAH MUSIKER SECRETARY/ TREASURER 1.00 X X 0 0 0 JOE BERG DIRECTOR 1.00 X 0 0 0 KRISTA GUERRERO DIRECTOR 1.00 X 0 0 0 JUSTIN BURKS 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 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 SARAH FOLEY CO-EXEC. DIRECTOR-OPERATIONS 20.00 X 96239 0 10968 TIA LEBHERZ CO-EXEC. DIRECTOR-EXTERNAL AFFAIRS 40.00 X 166838 0 18556 JOY KEIGHTLEY CONTROLLER 40.00 X 139129 0 8348 402206 0 37872 2 0 1 0 0 88464 284628 373092 MEMBERSHIP DUES 900099 849618 849618 REBATE PROGRAM ADMIN F 900099 44981 44981 TRAINING & WORKSHOP 900099 39788 39788 PUBLICATION SALES 900099 4279 4279 938666 29723 29723 102095 102095 0 0 1341481 938666 0 29723 X 292601 212254 80347 392141 284461 107680 26794 19436 7358 52884 38362 14522 54006 39176 14830 21434 17147 4287 175737 174924 813 5776 228 5548 35069 26796 8273 26880 22453 4427 54049 39207 14842 27620 27467 153 60927 60489 438 5501 4153 1348 16174 13683 2491 1247593 980236 267357 0 1495287 795552 248771 788400 86883 155751 65440 5869 8615 19808 17087 78087 65844 6962 12243 327141 273439 2259589 2047659 141285 96594 18991 11708 899554 645581 1059830 753883 X 1091356 1229080 108403 64696 1199759 1293776 2259589 2047659 93888 129 0 X X 0 1 X 1 0 X 259740 279740 238693 261458 373092 1412723 259740 279740 238693 261458 373092 1412723 170338 1242385 1349 253 3262 10516 29723 45103 20150 2570 68 22788 1480614 5029787 0.83910 0.92640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2266 2266 0 PART II-B, LINE 1: CALWEP SUPPORTED SEVERAL BILLS IN 2024 INCLUDING AB 3121 (HART, 2024) - URBAN RETAIL WATER SUPPLIERS: WRITTEN NOTICE: CONSERVATION ORDER: DATES, SB 1110 (ASHBY, 2024) - URBAN RETAIL WATER SUPPLIERS: INFORMATIONAL ORDER: CONSERVATION ORDER, SB 1330 (ARCHULETA, 2024) - URBAN RETAIL WATER SUPPLIER: WATER USE, SB 597 (GLAZER, 2023) - BUILDING STANDARDS: RAINWATER CATCHMENT SYSTEMS, AB 1827 (PAPAN, 2024) - LOCAL GOVERNMENT: FEES AND CHARGES: WATER: HIGHER-CONSUMPTIVE WATER PARCELS. ACTIVITIES RELATED TO THESE BILLS INCLUDED AUTHORING SUPPORT LETTERS AND SUBMITTING THOSE TO THE LEGISLATURE. CALWEP ALSO ENGAGED WITH THE CALIFORNIA ENERGY COMMISSION TO DEVELOP EFFICIENCY STANDARDS FOR LANDSCAPE IRRIGATION CONTROLLERS. CALWEP PARTICIPATED IN THE COMMISSION'S WORKGROUP FOR THIS EFFORT AND SUBMITTED FEEDBACK ON THE COMMISSION'S PROPOSALS. 50027 43389 6638 28060 22455 5605 12243 OPERATING LEASE, RIGHT-OF-USE-ASSET 273439 273439 PROGRAM REBATE POOL 344176 ACCRUED VACATIONS 24256 PAYROLL TAXES PAYABLE 1145 SALES TAX PAYABLE 235 PAYROLL BENEFITS PAYABLE 4724 OPERATING LEASE LIABILITY 271045 645581 X 1341610 129 129 1341481 0 1341481 1247593 0 1247593 0 1247593 PART X, LINE 2: THE PARTNERSHIP APPLIES THE 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 166838 0 0 0 0 0 10494 0 8062 0 185394 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 2024. 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 2024. 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 IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 100,599. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,599. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 74,325. MANAGEMENT AND GENERAL EXPENSES 813. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,138. 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.