Consortium for Energy Efficiency Inc

Nonprofit profile at a glance

EIN
680257528
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Middleton, MA, USA
Phone
6175893949
Rating
66
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Alliance/Advocacy Organizations

Official website

Reported finances

Revenue
$3,747,145
Expenses
$3,859,565
Assets
$4,370,166
Liabilities
$896,202

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

31 people listed

Executive titles in this filing

  • JOHN A TAYLOR (EXECUTIVE DIRECTOR)

Highest reported compensation

  • JOHN A TAYLOR (EXECUTIVE DIRECTOR): $277,068 total reported compensation
  • ALICE R ALTIERI (DEPUTY DIRECTOR): $164,621 total reported compensation
  • JACK F MONTE (DIRECTOR OF FINANCE & ADMINISTRATION): $163,815 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

At the consortium for energy efficiency, leading united states and canadian efficiency program administrators develop consensus-based strategies to accelerate adoption of cutting-edge energy efficiency and load management solutions that benefit all customers, reduce carbon, and improve the reliability of energy delivery systems.

What it reported doing in 2024

At cee, utility experts and program administrators managed the pipeline of future ratepayer funded investment opportunities through the emerging technologies collaborative. These members evaluated new technologies and program approaches against honed criteria to identify opportunities for future energy efficiency, demand response, and decarbonization programs to succeed.the organization continued work to understand, measure, and achieve the new public benefits possible from efficiency programs in the context of integrated demand side management. These include affordability, equity, reliability, resiliency, decarbonization, and myriad non-energy impacts. This framework manifests in the residential sector as the cee integrated home and in the commercial and industrial sector as dynamic energy management. The strategic energy management initiative provides an additional application to achieve this broader set of impacts.with an eye to market transformation, the organization maintained more than a dozen active committees managing more than 18 initiatives and technical specifications that are referenced by utilities, nonprofit administrators, local, state and federal government (tax credits). The organization seeks to address best practice for program design, evaluation, and to support program administrators in applying behavioral science to the design and implementation of energy saving programs.

Operating model

Revenue model
Membership-supported. 74% of the money available for current operations came from membership dues.
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 - A large share of available resources goes toward mission work and most voting board members are independent. The filing reports few safeguards for money sent abroad and the filing does not identify recipients for some grant dollars.

Rating breakdown

  • Financial Efficiency: 66
  • Transparency & Controls: 51
  • Accountability: 100
  • Sustainability: 29
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 75.1%; rating input score 75
  • Program expense ratio: 72%; rating input score 72
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Scored; rating input score 0
  • Grant itemization coverage: Scored; rating input score 0
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -3%; rating input score 24; 24th percentile among comparable filings
  • Total-asset coverage ratio: 1.13; rating input score 41; 41st percentile among comparable filings
  • Liabilities to assets ratio: 0.21; rating input score 43; 43rd percentile among comparable filings
  • Officer compensation ratio: 25.1%; rating input score 8; 8th percentile among comparable filings

Growth

  • Program expense growth: -1.8% per year; rating input score 0; 9th percentile among comparable filings
  • Revenue growth: 0.3% per year; rating input score 100; 12th percentile among comparable filings
  • Asset growth: 8.2% per year; rating input score 100; 51st percentile among comparable filings

Details

  • Where the money goes: 75.1% of revenue deployed · 72% of spending went to programs
  • Governance: 20 of 20 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $2.8M in reported program spending
  • Leadership: top reported pay $277K · 31 people listed · 2 of 6 pay-setting controls reported
  • Consistency: 33 of 33 current checks pass
  • Schedules: 7 filed schedules · includes major donors, foreign activity, and executive pay
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • 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 — Transparency & Controls: Foreign activity oversight scored 0/100.
  • High — Transparency & Controls: Grant itemization coverage scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Operating margin scored 24/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 41/100.
  • High — Sustainability: Officer compensation ratio scored 8/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 43/100.