California Building Performance Contractors Association
Nonprofit profile at a glance
- EIN
- 943398412
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024, Form 990-N 2015
- Location
- Sonoma, CA, USA
- Rating
- 80
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Management & Technical Assistance
Reported finances
- Revenue
- $3,476,634
- Expenses
- $2,869,357
- Assets
- $1,529,438
- Liabilities
- $14,229
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- Charles Cormany (Executive Director)
- Dan Thomsen (President)
- Sean Armstrong (Vice President)
Highest reported compensation
- Charles Cormany (Executive Director): $202,566 total reported compensation
- Gabriel Lieb (Director of Strategy): $131,602 total reported compensation
- Stacy Robinson (Senior Program Manager): $107,121 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Efficiency First California supports the widespread adoption of energy efficiency measures combined with clean energy. We represent and support contractors who encourage this effort working with Californias policymakers and industry. Our goal is to accelerate the growth of the clean energy industry by voicing the contractors perspective. We provide education to contractors and consumers on the multiple benefits of energy efficiency and carbon-free energy. We advocate for policies that support successful business models and rely on science-based approaches to achieve these objectives.
What it reported doing in 2024
To promote and improve the common business interests of industry members involved with residential energy efficiency systems and improvements.
Operating model
- Revenue model
- Earned-program. 100% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 98% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 79
- Transparency & Controls: 77
- Accountability: 90
- Sustainability: 52
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 82.5%; rating input score 83
- Program expense ratio: 100%; rating input score 100
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 1 of 6 controls in place; rating input score 17
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 6 of 8 controls in place; rating input score 75
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 17.5%; rating input score 74; 74th percentile among comparable filings
- Total-asset coverage ratio: 0.53; rating input score 19; 19th percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 86; 86th percentile among comparable filings
- Officer compensation ratio: 19.1%; rating input score 13; 13th percentile among comparable filings
Growth
- Program expense growth: 9.4% per year; rating input score 100; 62nd percentile among comparable filings
- Revenue growth: 0.3% per year; rating input score 100; 12th percentile among comparable filings
- Asset growth: 0.8% per year; rating input score 100; 15th percentile among comparable filings
Details
- Where the money goes: 82.5% of revenue deployed · 100% of spending went to programs
- Governance: 6 of 6 board members independent · 6 of 8 filing controls reported
- Programs: 3 filed program accomplishments · $2.9M in reported program spending
- Leadership: top reported pay $203K · 10 people listed · 1 of 6 pay-setting controls reported
- Highest-paid contractors: 4 contractors listed · $988K reported
- Consistency: 40 of 40 current checks pass
- Schedules: 5 filed schedules · includes grants and executive pay
- Filing history: 8 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 5 filed money-flow records
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Total-asset coverage ratio scored 19/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- High — Sustainability: Officer compensation ratio scored 13/100.