The Energy Coalition
Nonprofit profile at a glance
- EIN
- 200943616
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Irvine, CA, USA
- Phone
- 9497014646
- Rating
- 80
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Energy Resources Conservation and Development
Reported finances
- Revenue
- $20,061,692
- Expenses
- $20,077,060
- Assets
- $18,876,890
- Liabilities
- $5,053,770
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- Craig Perkins (President)
- Laurel A Rothschild (Vice President)
- Doris Do (Vice President)
Highest reported compensation
- Craig Perkins (President): $719,392 total reported compensation
- Allison Hart (BOARD MEMBER): $700,212 total reported compensation
- Laurel A Rothschild (Vice President): $341,777 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To mobilize, educate, inform and empower communities to leap into the future of clean energy. Our vision is a future in which clean energy is affordable and accessible for all communities. We accomplish this by forging close partnerships among public agencies, utilities, businesses, schools, individuals and community organizations to secure funding for energy investments, design energy programs, guide energy planning, connect with communities, and educate future energy leaders.
What it reported doing in 2024
Program Delivery: Includes Investor Owned Utilities (IOU) public rate payer funded public agency, commercial, transportation, and residential programs that promote energy sustainability through the design and implementation of energy efficiency programs.
Operating model
- Revenue model
- Grant-funded. 81% of the money available for current operations came from government grants.
- 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
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 77
- Transparency & Controls: 94
- Accountability: 71
- Sustainability: 31
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 86.6%; rating input score 87
- Program expense ratio: 86.3%; rating input score 86
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 6 of 6 controls in place; rating input score 100
- Compensation committee: Pass
- Independent consultant: Pass
- Other Form 990s reviewed: Pass
- Written employment contract: Pass
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 50%; rating input score 50; 8th 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: -0.1%; rating input score 30; 30th percentile among comparable filings
- Total-asset coverage ratio: 0.94; rating input score 34; 34th percentile among comparable filings
- Liabilities to assets ratio: 0.27; rating input score 50; 50th percentile among comparable filings
- Officer compensation ratio: 14.7%; rating input score 9; 9th percentile among comparable filings
Growth
- Program expense growth: 8.4% per year; rating input score 100; 64th percentile among comparable filings
- Revenue growth: 8.8% per year; rating input score 100; 69th percentile among comparable filings
- Asset growth: 11.9% per year; rating input score 100; 72nd percentile among comparable filings
Details
- Where the money goes: 86.6% of revenue deployed · 86.3% of spending went to programs
- Governance: 3 of 6 board members independent · 9 of 9 filing controls reported
- Programs: 2 filed program accomplishments · $17.3M in reported program spending
- Leadership: top reported pay $719K · 11 people listed · 6 of 6 pay-setting controls reported
- Consistency: 32 of 32 current checks pass
- Schedules: 5 filed schedules · includes major donors and executive pay
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 11 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.
- Review — Accountability: Independent voting board scored 50/100.
- Moderate — Sustainability: Operating margin scored 30/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 34/100.
- High — Sustainability: Officer compensation ratio scored 9/100.
- Review — Sustainability: Liabilities to assets ratio scored 50/100.