2026-09-21T09:39:19-07:00 2025-12-31 873267876 Price Paige & Company CPAs LLP 570 N Magnolia Ave Ste 100 Clovis CA 93611 990 2025-01-01 942584236 Ecology Action of Santa Cruz ECOL 8314265925 877 Cedar Street 240 Santa Cruz CA 95060 James J Murphy CEO & Exec Dir 2026-09-21 true Henry Oum CPA P01552333 5592999540 2025 James J Murphy 877 Cedar Street 240 Santa Cruz CA 95060 23319903 false X www.ecoact.org X 1979 CA Empower individuals, businesses, and communities to take actions today that achieve environmental and economic sustainability. 11 11 146 135 0 19759628 19895843 252055 271672 138554 881624 1941673 1449154 22091910 22498293 0 0 10887286 11996397 0 124902 9442510 9327442 20329796 21323839 1762114 1174454 22570753 21263395 7698444 5216632 14872309 16046763 The primary and specific purpose for which the said corporation is formed is to empower individuals, businesses and communities to take actions today that achieve environmental and economic sustainability. The activities of the corporation shall be within the scope of section 501(c)(3) of the internal revenue code. false false 8632969 10539965 Energy efficiency is one of the most impactful and cost-effective ways to protect the environment -- that's why we've been committed to it for over two decades. We make Energy Efficiency Actionable for businesses across the West by offering energy efficiency services including rebate/incentive management, technical assistance, engineering support, project management and financing options. In addition, through our subsidiary Taper, a C Corp subsidiary of Ecology Action, we are dedicated to reducing pollution at scale by making energy efficiency easy for large commercial businesses. As a general contractor, Taper offers solutions for HVAC, refrigeration, lighting, water systems and more. Our tailored approach streamlines the efficiency process and ensures delivery of large-scale solutions that yield dependable environmental benefits. 7892776 9615414 Community Initiatives-Ecology Action builds a more sustainable and equitable future by promoting opportunities to make simple, everyday changes in how we live and work in our communities. Ecology Action powers programs that help advance resilience in communities by providing resources, hands-on tools, training, and perhaps most importantly - connection to others through the Resilient Central Coast program.Ecology Actions local active transportation programs have helped thousands of people make the switch to low-carbon transportation. Modo, our active transportation initiative, offers community-based planning, education and engagement to help people of all ages safely adopt active transportation modes that reduce emissions. Ecology Action acts as a catalyst on both sides of the electric vehicle equation. We help people from all walks of life purchase electric vehicles through our EVs For Everyone Initiative. We also help property owners expand access to EV charging by providing technical assistance and support for the installation of charging infrastructure at their properties. Throughout these efforts, we prioritize historically under-served communities. Ecology Action designs and executes public education programs to inspire Monterey Bay Area residents and businesses to make water conservation a way of life. This lessens water dependency on our rivers, reservoirs and groundwater wells and builds resilience in our communities against drought. 16525745 true false false true false false false false false false true false false false true true false true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true true true false false true 46 0 true 146 true false false false false false false false 0 false false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true true false CA X X X Kathleen Steffanic 8314265925 877 Cedar Street Ste 240 Santa Cruz CA 95060 James J Murphy CEO & Exec Dir 40.00 0.00 X 344153 0 25525 John Hirt VP Project Delivery 40.00 0.00 304089 0 46426 Jane M McClellan Principal, Taper 40.00 0.00 332452 0 7141 Chuck Tremper COO 40.00 0.00 X 256896 0 5367 Mahlon Aldridge VP Strategy 40.00 0.00 199582 0 57932 John Webb VP Business Systems 40.00 0.00 236788 0 17403 Andy Marse VP Customer Success 40.00 0.00 213180 0 23685 Brenda Hopewell VP Strategy 40.00 0.00 204197 0 23408 Heather Henricks VP Marketing 40.00 0.00 221367 0 4645 Kathleen Steffanic VP Finance 40.00 0.00 200555 0 23277 Michelle Morales VP Utility Strategy 40.00 0.00 207640 0 12114 Richard Ma Dir of Engineering 40.00 0.00 194556 0 3912 Andrew Hoeksema VP Community Programs 40.00 0.00 181270 0 11662 Doug Mahone Board Chair 2.00 0.00 X X 0 0 0 Sarah Clark Vice Chair 2.00 0.00 X X 0 0 0 Lynn Renshaw Treasurer 2.00 0.00 X X 0 0 0 Nikki Patterson Secretary 2.00 0.00 X X 0 0 0 Wendy Root Askew Board Member 2.00 0.00 X 0 0 0 Heather Lukacs Board Member 2.00 0.00 X 0 0 0 Patrick Testoni Board Member 2.00 0.00 X 0 0 0 Lisa Heschong Board Member 2.00 0.00 X 0 0 0 David Pais Board Member 2.00 0.00 X 0 0 0 Ileana Ortega Brunetti Board Member 2.00 0.00 X 0 0 0 Ken Ketch Board Member 2.00 0.00 X 0 0 0 3096725 262497 51 false true false Macano Tech LLC 1187 Via Lucero Oceanside CA 92056 EV Charger Installation 1162437 Green Options Electric 1109 F Street Marysville CA 95901 EV Charger Installation 176466 Fused Learning LLC PO Box 141 Lockwood CA 93932 Consultant 242460 California Clean Transportation LLC 1201 24th St Ste B110 Bakersfield CA 93301 EV Charger Installation 305737 Samuel Moore 6212 Poppy Peak Drive Los Angeles CA 90042 HPWH Rebates 1437500 5 18817077 1078766 19895843 Program Service Revenue 900099 271672 271672 271672 103234 103234 0 0 0 1600000 821610 778390 778390 778390 0 0 0 Taper Admin Fees 900099 1449154 1449154 1449154 22498293 2602450 X 0 0 0 0 2219292 1230349 984163 4780 0 7812731 5797275 1924203 91253 175056 126572 46426 2058 1030122 697645 324608 7869 759196 543632 207069 8495 0 0 0 0 0 0 6660622 6401786 257036 1800 40012 32874 7138 0 454972 67305 387179 488 0 98133 79793 17498 842 81924 68529 11559 1836 0 13758 10509 3249 167246 167246 0 132870 94003 37609 1258 156702 124651 31013 1038 Contract Materials 964109 964109 Computer & Peripherals 84953 72813 12140 Hospitality & Social Events 63706 25460 36539 1707 Telecommunications 60279 31194 28834 251 348156 157246 189683 1227 21323839 16525745 4673192 124902 1330581 663678 367 367 2900622 15505023 12240007 0 0 49000 879000 0 598640 303669 5771025 2007339 4608848 3763686 0 0 0 0 478294 512366 22570753 21263395 3995609 2335525 522882 798301 1195000 1010000 1984953 1072806 7698444 5216632 X 14872309 16046763 14872309 16046763 22570753 21263395 1174454 X false true X true true true X 10339475 7464764 8993334 19759628 20128987 66686188 0 0 10339475 7464764 8993334 19759628 20128987 66686188 0 66686188 9841 33810 144189 138554 103234 429628 0 1349372 1812138 1909376 1941674 2227544 9240104 76355920 0.87340 0.87620 X false false true true false false false false true 1968 false false 1968 false false Part II-B, Line 1i - Other Activities Description Lobbied local city and county governmental officials for bicycle policy and projects. Part IV - Additional Information 1142071 1142071 4212347 1651111 2561236 312571 252192 60379 104036 104036 3763686 Accrued Paid Time Off 444650 Accrued Payroll 281331 Operating Lease Liability 94845 Payroll Liabilities 251980 1072806 X 25343549 2845256 2845256 22498293 22498293 31112430 9788591 9788591 21323839 21323839 Part X : FIN48 Footnote Ecology Action of Santa Cruz is a tax-exempt corporation under section 501(c)(3) of the Internal Revenue Code and section 23701(d) of the State of California Revenue and Taxation code. Generally accepted accounting principles provides accounting and disclosure guidance about positions taken by an entity in its tax returns that might be uncertain. Management has considered its tax position and believes that all positions taken in its federal and state tax returns are more likely than not to be sustained upon examination. The Organization has evaluated its current tax positions and has concluded that as of December 31, 2025, the Organization does not have any significant uncertain tax positions for which a reserve would be necessary. The Organizations returns are subject to examination by federal and state taxing authorities, generally for three to four years, respectively, after they are filed. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 SUBSIDIARY ACTIVITIES $2845256 Part XII, Line 2d: Other expenses and losses per audited F/S SUBSIDIARY ACTIVITIES $9788591 X X X X X true false false false false false false false false Andrew Hoeksema VP Community Programs 181270 3599 8063 192932 Andy Marse VP Customer Success 213180 4656 19029 236865 Brenda Hopewell VP Strategy 204197 2458 20950 227605 Chuck Tremper COO 256896 5367 262263 Heather Henricks VP Marketing 221367 4645 226012 James J Murphy CEO & Exec Dir 344153 7941 17584 369678 Jane M McClellan Principal, Taper 332452 7141 339593 John Hirt VP Project Delivery 304089 1487 44939 350515 John Webb VP Business Systems 236788 5098 12305 254191 Kathleen Steffanic VP Finance 200555 4282 18995 223832 Mahlon Aldridge VP Strategy 199582 4664 53268 257514 Michelle Morales VP Utility Strategy 207640 4472 7642 219754 Richard Ma Dir of Engineering 194556 3912 198468 A ABAG Financing Authority 943130123 00037CQS2 2010-12-16 3000000 Purchase of Property false false false A 3000000 216324 false false true true A false false false false false false A false true false false false false false false A false Form 990, Part VI, Section B, Line 11b A draft of the 990 is provided to the entire board prior to filing the return. Form 990, Part VI, Section B, Line 12c Board members, officers and key employees must complete a conflict of interest disclosure form each year. Transactions with identified entities and individuals are monitored by finance staff to assure that no undue influence is exercised. Form 990, Part VI, Section B, Line 15a A comprehensive process for determining compensation of the CEO and all key personnel is conducted each year. Comparability data are drawn from employers with similar characteristics primarily in northern California and adjusted for the local cost of living in Santa Cruz. This analysis is presented to the executive committee of the board, which makes a final recommendation for action by the full board. The process and final decision are recorded in the executive committee and board minutes. Form 990, Part VI, Section C, Line 18 Copies of the tax returns are available to the public at corporate headquarters and free copies are provided upon request. Form 990, Part VI, Section C, Line 19 All of the documents are available to the public at corporate headquarters and free copies are provided upon request. Taper 877 Cedar Street 240 Santa Cruz CA 95060 813657488 ENERGY CONSERVATION CA ECOLOGY ACTION C CORP -65647 4808236 1.00000 true true false false true false false false false false false false true false false false false false false false Taper a 103234 Actual Taper d 879000 Actual Taper l 1449154 Actual