China - US Energy Efficiency Alliance

Nonprofit profile at a glance

EIN
251909187
IRS 990-EZ coverage
2013–2017
Forms available
Form 990-EZ 2017
Location
San Francisco, CA, USA
Phone
4159518975
Rating
60
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Energy Resources Conservation and Development

Official website

Reported finances

Revenue
$90,750
Expenses
$82,760
Assets
$62,188

Source: IRS Form 990-EZ. Selected filing: tax year 2017. Amounts in USD.

Leadership & pay

10 people listed

People named in this filing

  • Barbara Finamore (Director)
  • Amy Chiang (Director)
  • Terry Fry (Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2017. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Our mission is to work with China and the U.S. to save energy and fight climate change. We connect stakeholders, inform and promote energy efficiency. Because saving energy save money, resources and the planet.

What it reported doing in 2017

The Alliance continues to connect energy leaders to share common problems and catalyze solutions to fight climate change. We organized a panel of top experts to discuss the topic, "The Future of Electric Buses in the U.S. and China." Energy leaders on the panel included the EV and infastructure experts from PG&E, SCE, BYD, the world's largest EV manufacturer and is based in China, the head of CALSTART and the director of the China Center for Energy and Transportation at the University of California, Davis. About 30 people attended from a range of backgrounds--business, academia and government. A reporter from E&E News wrote a story about our panel. The Alliance organized a second panel of top experts to discuss the topic, "The Utilities of the Future in the U.S. and China." These energy leaders represented PG&E, NRDC, National Renewable Energy Laboratory, Regulatory Assistance Project, and the Paulson Institute. It was attended by a diverse group of about 30 representatives from the public and private sectors. the Alliance also facilitated educational exchanges between Chinese and American experts in electric vehicles and power management known as demand response. Under a contract with NRDC, the Alliance identified EV and DR experts from the U.S. utilities to travel to China to share best practices and to learn the state of China's development in this area. Utilities in both countries face common problems in integrating electric vehciles and renewable energy into a smarter grid. The Alliance organized a pilot workshop in partnership with PG&E to educate Chinese real estate developers with properties in the Bay Area how to save energy in their buildings, which include commercial and multi-story residential properties.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% 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

SUPPORTED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 50
  • Transparency & Controls: 82
  • Sustainability: 41
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 48.4%; rating input score 48
  • Program expense ratio: 53%; rating input score 53

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 8.8%; rating input score 62; 62nd percentile among comparable filings
  • Total-asset coverage ratio: 0.75; rating input score 40; 40th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 53.3%; rating input score 2; 2nd percentile among comparable filings

Growth

  • Program expense growth: -4.3% per year; rating input score 0; 39th percentile among comparable filings
  • Revenue growth: -3.5% per year; rating input score 0; 42nd percentile among comparable filings
  • Asset growth: -10% per year; rating input score 0; 20th percentile among comparable filings

Details

  • Where the money goes: 48.4% of revenue deployed · 53% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $44K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 4 filing years from 2013 to 2017
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Moderate — Financial Efficiency: Mission deployment rate scored 48/100.
  • Review — Financial Efficiency: Program expense ratio scored 53/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 40/100.
  • High — Sustainability: Officer compensation ratio scored 2/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.
  • High — Grant Readiness: California registration: this organization is recorded as not currently operating in California.