Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | FULL MEMBERS AND SUSTAINING MEMBERS ARE businesses that include implementation and evaluation experts, demand response companies, engineering and architecture firms, data analytics firms, contractors, financing experts, energy service companies, workforce training entities, and manufacturers of energy efficiency products and equipment. ASSOCIATE MEMBERS ARE COMPANIES AND ORGANIZATIONS THAT HAVEAN INTEREST IN THE ENERGY EFFICIENCY and demand management INDUSTRY IN CALIFORNIA BUT DO NOT DIRECTLY PROVIDE ENERGY EFFICIENCY PRODUCTS OR SERVICES. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The taxpayer's accounting firm forwards Form 990 to the Executive Director, who forwards it to the Board for their review prior to filing. Questions funnel to the Executive Director, who either answers them or asks the accounting firm to address the questions. The accounting firm also attends (can be remotely) a board meeting to answer any additionals on Form 990 before it is filed. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | At the beginning of each board meeting, each member is asked about potential conflicts. None have existed yet. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The Chair and Vice-chair recommend compensation, including salary and bonus, for the Executive Director, and the Board reviews and adjusts the recommendation in closed session. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Executive Director makes a recommendation to the Chair and Vice-chair about compensation for all other employees. This is reviewed with the Board in a closed session. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The organization makes it's governing documents available on it's website and financial statements available on request. |
| Software ID: | 19009920 |
| Software Version: | 2019v5.0 |