2024-09-11T13:19:30-07:00 2023-12-31 873267876 Price Paige & Company CPAs LLP 570 N Magnolia Ave Ste 100 Clovis CA 93611 990 2023-01-01 942584236 Ecology Action of Santa Cruz ECOL 8314265925 877 Cedar Street 240 Santa Cruz CA 95060 James J Murphy CEO & Exec Dir 2024-09-11 true true Henry Oum CPA P01552333 5592999540 2023 2024-08-08 14:25:15Z James J Murphy 877 Cedar Street 240 Santa Cruz CA 95060 11317503 false X www.ecoact.org X 1979 CA Empower individuals, businesses, and communities to take actions today that achieve environmental and economic sustainability. 13 13 130 201 0 7464764 8993334 397579 270604 33810 144189 1812138 1909376 9708291 11317503 0 0 7576724 8947059 0 95589 2175755 3491261 9752479 12438320 -44188 -1120817 18646018 20889591 4415006 7779396 14231012 13110195 The primary and specific purpose for which the said corporation is formed is to empower individuals, businesses and communities to take actions today that achieve environmental and economic sustainability. The activities of the corporation shall be within the scope of section 501(c)(3) of the internal revenue code. false false 4214545 4456938 Community Climate Initiatives-Ecology Action builds an equitable climate future by promoting opportunities to make simple, everyday sustainable changes in how we live and work in our communities. Ecology Action powers programs that help advance climate resilience in communities by providing resources, hands-on tools, training, and perhaps most importantly - connection to others through the Resilient Central Coast program.Ecology Actions local active transportation programs have helped thousands of people make the switch to low-carbon transportation. Modo, our active transportation initiative, offers community-based planning, education and engagement to help all people safely adopt active transportation modes that reduce GHG emissions. Ecology Action acts as a catalyst on both sides of the electric vehicle equation. We help folks from all walks of life purchase an electric vehicle through our EVs For Everyone initiative and help property owners install charging station infrastructure at their buildings through our EV charging infrastructure work. All while prioritizing historically underserved communities. Ecology Action designs and executes public education programs to inspire Monterey Bay Area residents and businesses to make water conservation a way of life. This lessens water dependency on our rivers, reservoirs and groundwater wells and builds climate resilience in our communities against drought and a rapidly warming planet.Ecology Actions Ratio Institute works with food retailers to create store-level and enterprise sustainability solutions that reduce the industry's outsized climate impact. Ratio Institutes mission is to accelerate viability and measurable sustainability in food retail through expert collaboration, industry resources and practical tools. 4086146 4803229 Energy efficiency is one of the most impactful and cost-effective ways to combat climate change -- that's why we've been committed to it for over two decades. We make Energy Efficiency Actionable for California Businesses by offering energy efficiency services including, rebate/incentive processing, technical and engineering support, project management and financing options for businesses in California utility PG&E's service area.In addition, through our subsidiary Taper, a B Corp subsidiary of Ecology Action, we are dedicated to reducing greenhouse gas emissions at scale by making energy efficiency easy for large commercial businesses. As a general contractor, Taper offers decarbonization solutions for HVAC, refrigeration, interior and exterior lighting, water systems and more. Our tailored approach streamlines the efficiency process and ensures delivery of large-scale solutions that yield dependable ROI and reduced carbon emissions. It's s a win for our planet, people and businesses. 8300691 true true false true false false false false false false true false false false true true false true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true true true false false true 49 0 true 130 true false false false false false false false 0 false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true true false CA X X X Kathleen Steffanic 8314265925 877 Cedar Street Ste 240 Santa Cruz CA 95060 John M Peterson Vice President Innovation 40.00 0.00 563504 0 29266 James J Murphy CEO & Exec Dir 40.00 0.00 X 379820 0 26700 Gary Eberhart VP, Construction Services 40.00 0.00 339049 0 48088 Charles R Tremper Chief Operating Officer 40.00 0.00 292977 0 11527 Jonathan Tan VP Business Dev & Integration 40.00 0.00 238242 0 51341 Jane M McClellan Principal, Taper 40.00 0.00 269221 0 10673 Mahlon Aldridge VP Strategic Dev 40.00 0.00 221840 0 55562 John Beatty Endsley Webb VP Business Info 40.00 0.00 241078 0 32765 Kathleen Steffanic VP Finance & HR 40.00 0.00 218706 0 23635 Bonnie F Low VP Sales 40.00 0.00 196125 0 39057 Heather Henricks VP Marketing 40.00 0.00 205168 0 7992 Kathy Rau Leadership Team 40.00 0.00 187171 0 8491 Jennifer Smith Grubb Secretary 2.00 0.00 X X 0 0 0 Nikki Patterson Board Member 2.00 0.00 X 0 0 0 Joe Jordan Board Member 2.00 0.00 X 0 0 0 David Pais Board Member 2.00 0.00 X 0 0 0 Sarah Clark President 2.00 0.00 X X 0 0 0 Wendy Root Askew Board Member 2.00 0.00 X 0 0 0 Heather Lukacs Board Member 2.00 0.00 X 0 0 0 Patrick Testoni Board Member 2.00 0.00 X 0 0 0 Lisa Heschong Board Member 2.00 0.00 X 0 0 0 Doug Mahone Vice Chr/Treas 2.00 0.00 X X 0 0 0 Lynn Renshaw Board Member 2.00 0.00 X 0 0 0 Ileana Ortega Brunetti Board Member 2.00 0.00 X 0 0 0 Ken Ketch Board Member 2.00 0.00 X 0 0 0 3352901 345097 47 false true false Fused Learning LLC 9815 Palisade Dr Carmel CA 93923 Education 176800 1 8604994 388340 8993334 Program Service Revenue 900099 270604 270604 270604 144189 144189 0 0 0 0 0 0 0 Taper Admin Fees 900099 1909376 1909376 1909376 11317503 2324169 X 0 0 0 0 2494591 1834202 659266 1123 0 5129661 3355622 1705602 68437 172375 112187 57701 2487 593692 365984 223816 3892 556740 383307 168572 4861 0 0 0 0 0 0 1468145 1348362 114683 5100 61108 20316 37900 2892 0 379670 90123 288872 675 0 226026 159069 65055 1902 83636 76692 6687 257 0 10274 9683 591 232872 232872 0 156429 105746 49216 1467 120971 102867 17580 524 Contract Materials 172924 172924 Computer & Peripherals 107456 10079 97377 Hospitality & Social Events 62453 19743 42710 Bond Finance Costs 59265 59265 350032 133785 214275 1972 12438320 8300691 4042040 95589 785217 163058 57580 25525 0 11673866 13112889 0 0 400000 2057000 160587 160587 357028 311655 6681318 1973282 4851387 4708036 0 0 0 0 360353 350841 18646018 20889591 957675 1988515 193347 342346 1550000 1375000 1713984 4073535 4415006 7779396 X 14231012 13110195 14231012 13110195 18646018 20889591 -1120817 X false true X true false X 18206374 11356165 10339475 7464764 8993334 56360112 0 0 18206374 11356165 10339475 7464764 8993334 56360112 0 56360112 6617 3666 9841 33810 144189 198123 116332 50045 166377 789555 1349372 1812138 1909376 5860441 62585053 0.90050 0.94840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false true true false false false false true false false false false Part II-B, Line 1i - Other Activities Description Lobbied local city and county governmental officials for bicycle policy and projects. Part IV - Additional Information 1510807 1510807 4789059 1649295 3139764 264336 221677 42659 117116 102310 14806 4708036 Accrued Payroll 52122 Accrued Vacation 669946 Line of credit 2755000 Payroll Liabilities 596467 4073535 X 27928986 16611483 16611483 11317503 11317503 27435961 14997641 14997641 12438320 12438320 Part X : FIN48 Footnote Ecology Action of Santa Cruz is a tax-exempt corporation under section 501(c)(3) of the Internal Revenue Code and section 23701(d) of the State of California Revenue and Taxation code. Generally accepted accounting principles provides accounting and disclosure guidance about positions taken by an entity in its tax returns that might be uncertain. Management has considered its tax position and believes that all positions taken in its federal and state tax returns are more likely than not to be sustained upon examination. The Organization has evaluated its current tax positions and has concluded that as of December 31, 2023, the Organization does not have any significant uncertain tax positions for which a reserve would be necessary. The Organizations returns are subject to examination by federal and state taxing authorities, generally for three to four years, respectively, after they are filed. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 SUBSIDIARY ACTIVITIES $16611483 Part XII, Line 2d: Other expenses and losses per audited F/S SUBSIDIARY ACTIVITIES $14997641 X X X X X true false false false false false false false false Bonnie F Low VP Sales 196125 8267 30790 235182 Charles R Tremper Chief Operating Officer 292977 11527 304504 Gary Eberhart VP, Construction Services 289049 50000 13200 34888 387137 Heather Henricks VP Marketing 205168 7992 213160 James J Murphy CEO & Exec Dir 379820 13200 13500 406520 Jane M McClellan Principal, Taper 269221 10673 279894 John Beatty Endsley Webb VP Business Info 241078 9825 22940 273843 John M Peterson Vice President Innovation 539004 24500 13200 16066 592770 Jonathan Tan VP Business Dev & Integration 238242 10000 41341 289583 Kathleen Steffanic VP Finance & HR 193706 25000 8799 14836 242341 Kathy Rau Leadership Team 187171 7335 1156 195662 Mahlon Aldridge VP Strategic Dev 201840 20000 9344 46218 277402 A ABAG Financing Authority 943130123 00037CQS2 2010-12-16 3000000 Purchase of Property false false false A 3000000 216324 false false true true A false false false false false false A false true false false false false false false A false Form 990, Part VI, Section B, Line 11b A draft of the 990 is provided to the entire board prior to filing the return. Form 990, Part VI, Section B, Line 12c Board members, officers and key employees must complete a conflict of interest disclosure form each year. Transactions with identified entities and individuals are monitored by finance staff to assure that no undue influence is exercised. Form 990, Part VI, Section B, Line 15a A comprehensive process for determining compensation of the CEO and all key personnel is conducted each year. Comparability data are drawn from employers with similar characteristics primarily in northern California and adjusted for the local cost of living in Santa Cruz. This analysis is presented to the executive committee of the board, which makes a final recommendation for action by the full board. The process and final decision are recorded in the executive committee and board minutes. Form 990, Part VI, Section C, Line 18 Copies of the tax returns are available to the public at corporate headquarters and free copies are provided upon request. Form 990, Part VI, Section C, Line 19 All of the documents are available to the public at corporate headquarters and free copies are provided upon request. Taper 877 Cedar Street 240 Santa Cruz CA 95060 813657488 ENERGY CONSERVATION CA ECOLOGY ACTION C CORP 1.00000 true true false false true false false false false false false false true false false false false false false false Taper a 144189 Actual Taper d 2057000 Actual Taper l 1909376 Actual