Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 29,880,905 | 37,167,087 | 39,697,152 | 39,960,398 | 37,211,953 | 183,917,495 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 29,880,905 | 37,167,087 | 39,697,152 | 39,960,398 | 37,211,953 | 183,917,495 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 44,726,210 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 139,191,285 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 29,880,905 | 37,167,087 | 39,697,152 | 39,960,398 | 37,211,953 | 183,917,495 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 148,046 | 136,046 | 65,061 | 109,155 | 69,422 | 527,730 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 21,219 | 6,074 | 8,556 | 64,020 | 78,116 | 177,985 |
| 11 | Total support Add lines 7 through 10. | 184,623,210 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | MISCELLANEOUS INCOME |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART I, LINE 1 | THE ORGANIZATION'S MISSION IS TO MOBILIZE THE NORTHWEST TO BECOME INCREASINGLY ENERGY EFFICIENT FOR A SUSTAINABLE FUTURE. NEEA WORKS WITH THE BONNEVILLE POWER ADMINISTRATION, UTILITIES, PUBLIC BENEFITS ADMINISTRATORS, STATE GOVERNMENTS, PUBLIC INTEREST GROUPS AND ENERGY EFFICIENCY INDUSTRY REPRESENTATIVES. THESE ENTITIES WORK TOGETHER TO MAKE AFFORDABLE, ENERGY-EFFICIENT PRODUCTS AND SERVICES AVAILABLE IN THE MARKETPLACE. NEEA PARTNERS WITH LOCAL UTILITIES TO CREATE LASTING MARKET CHANGES THAT RESULT IN LONG-TERM, COST EFFECTIVE ENERGY SAVINGS. BY WORKING TOGETHER THROUGH NEEA, LOCAL UTILITIES ACHIEVE REGIONAL ECONOMIES OF SCALE AND AGGREGATE INFLUENCE TO ENCOURAGE MARKETPLACE ADOPTION OF NEW TECHNOLOGIES, SERVICES AND BUSINESS PRACTICES. INVESTING IN NEEA'S WORK HAS CREATED A VIRTUAL ENERGY EFFICIENCY POWER PLANT THAT SAVED 1,042 AVERAGE MEGAWATTS (AMW) FOR THE NORTHWEST REGION SINCE 1997; THE EQUIVALENT ANNUAL OUTPUT OF TWO POWER PLANTS, AND ENOUGH TO POWER 900,000 HOMES EACH YEAR. WORKING IN COLLABORATION WITH OUR FUNDERS, EFFICIENCY ALLIES, AND OUR OTHER STRATEGIC MARKET PARTNERS TO CHAMPION INNOVATION, NEEA HAS IDENTIFIED THE KEY INITIATIVES AND PROGRAMS THAT WILL DELIVER SIGNIFICANT LONG-TERM SAVINGS. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION CHANGED ITS BYLAWS BY ADDING FOUR ADDITIONAL VOTING MEMBERS TO ITS BOARD OF DIRECTORS, EXTENDED THE TERM OF CERTAIN BOARD SEATS FROM TWO TO THREE YEARS, ADDED AN AT-LARGE SEAT TO THE EXECUTIVE COMMITTEE AND CHANGED THE OFFICER TERMS TO TWO OR MORE YEARS FROM ONE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE COMPLETED 990 IS REVIEWED BY THE FINANCE/AUDIT COMMITTEE ESTABLISHED BY ORGANIZATION'S BOARD OF DIRECTORS. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE GIVEN THE OPPORTUNITY TO PARTICIPATE IN MEETINGS OF THE FINANCE/AUDIT COMMITTEE, INDEPENDENTLY REVIEW THE FORM AND PARTICIPATE IN A CONFERENCE CALL WITH THE ORGANIZATION'S AUDIT FIRM TO ADDRESS QUESTIONS PRIOR TO THE FORM'S FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FINANCE/AUDIT COMMITTEE OF THE BOARD OVERSEES OPERATION OF THE CONFLICT OF INTEREST POLICY AND THE ORGANIZATION'S OVERALL COMPLIANCE WITH IT. A CONFLICT OF INTEREST "OCCURS WHEN AN INTERESTED PERSON...HAS A MATERIAL FINANCIAL INTEREST IN A TRANSACTION IN WHICH NEEA IS INVOLVED, OR TO WHICH NEEA IS A PARTY IN THE FUTURE, OR WHICH OTHERWISE AFFECTS NEEA." AN "INTERESTED PERSON" IS AN OFFICER, EMPLOYEE, MEMBER OF THE BOARD OF DIRECTORS OF NEEA, OR ANYONE ELSE WHO IS IN A POSITION OF AUTHORITY WITH NEEA, AS WELL AS FAMILY MEMBERS OF NEEA OFFICERS, EMPLOYEES OR BOARD MEMBERS; ENTITIES WHICH ARE MORE THAN 35% OWNED, DIRECTLY OR INDIRECTLY, INDIVIDUALLY OR COLLECTIVELY, BY ONE OR MORE NEEA OFFICERS, DIRECTORS OR EMPLOYEES; AND OTHER ENTITIES (EXCLUDING SECTION 501(C) TAX-EXEMPT ORGANIZATIONS) OF WHICH A NEEA OFFICER, DIRECTOR OR EMPLOYEE SERVES IN A POSITION OF INFLUENCE (E.G., AS AN OFFICER, DIRECTOR OR KEY EMPLOYEE). A "MATERIAL INTEREST" IS DEFINED AS ANYTHING OVER 2 PERCENT OF THE TOTAL DOLLAR AMOUNT TO BE VOTED UPON IN THE CASE OF A TRANSACTION IN WHICH A NEEA BOARD MEMBER IS INVOLVED. THE BOARD OF DIRECTORS AND STAFF REVIEW THE POLICY ANNUALLY AND COMPLETE ANNUAL DISCLOSURE FORMS. THE FORMS ARE CONFIDENTIAL, MADE AVAILABLE TO THE CHAIR, BOARD AND EXECUTIVE DIRECTOR AS NECESSARY TO IMPLEMENT THE POLICY. PROCEDURES A. PRIOR TO A BOARD OR COMMITTEE ACTION ON A TRANSACTION, AN INTERESTED PERSON HAVING A CONFLICT OF INTEREST SHALL DISCLOSE ALL MATERIAL FACTS PERTAINING TO THE CONFLICT OF INTEREST. THESE FACTS SHALL BE RECORDED IN THE MINUTES OF THE MEETING. B. AN INTERESTED PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR HEAR THE BOARD OR COMMITTEE DISCUSSION OF THE TRANSACTION EXCEPT TO DISCLOSE FACTS AND ANSWER QUESTIONS. THE INTERESTED PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE REGARDING THE TRANSACTION AT ANY TIME. C. AN INTERESTED PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT BE COUNTED FOR PURPOSES OF DETERMINING A QUORUM WITH RESPECT TO A VOTE REGARDING THE TRANSACTION, AND SHALL NOT VOTE ON THE TRANSACTION OR BE PRESENT WHEN THE VOTE IS TAKEN. SUCH PERSON'S INELIGIBILITY TO VOTE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. D. IF IT IS NOT CLEAR WHETHER A CONFLICT OF INTEREST EXISTS, THE INTERESTED PERSON SHALL DISCLOSE ALL MATERIAL FACTS PERTAINING TO THE POTENTIAL CONFLICT OF INTEREST TO HIS OR HER SUPERVISOR OR THE CHAIR OF THE BOARD OR THE CHAIR'S DESIGNEE. THE CHAIR OF THE BOARD SHALL HAVE THE SOLE AUTHORITY TO DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS, OR MAY DELEGATE THIS DECISION FOR A VOTE OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | ON A BIENNIAL BASIS, THE BOARD OF DIRECTORS COMMISSIONS A SALARY SURVEY BY AN INDEPENDENT FIRM. THIS INFORMATION IS USED PRIMARILY IN THE BOARD'S EVALUATION OF THE PROPRIETY OF COMPENSATION PAID TO THE ORGANIZATION'S EXECUTIVE DIRECTOR AND ALL STAFF. NEEA COMPLETED A SALARY SURVEY IN 2014. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED TO MEMBERS OF THE GENERAL PUBLIC UPON REQUEST. |
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