pm 990 Return of Organization Exempt From Income Tax Under section 501 (c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Open to Public Inspection > Do not enter social security numbers on this form as it may be made public. DUDDDDW > Department of the Treasury Internal Revenue SeNice > Information about Form 990 and its instructions is at www.isz;gov/fonn990. , 2016, and ending For the 2016 calendar year, or tax year beginning D Employer identification number Check "applicable 0 Name of orgamzallon Citizens for Enertizing Michigan's Economy 46-4355362 Address change Domg busrness as Name change Number and street (or P 0 box if mail is not delivered to street address) Initial retum Room/suite E Telephone number 2145 Commons Parkway Amended return 517-899-1 874 City or town, state or provmce. country. and ZIP or foreign postal code Final retum/terrninated G Gross receipts S Okemos MI 48864 Application pending F Name and address of pnnCIpal officer 2145 Commons Parkway, Okemos. MI 48864 I Tax-exempt status J K Website= > energizmqmichigamorq Form ol organization Corporation D Tmst I] 501(c)(3) 501(c)( 4 1.51 3.346 Me) Is this a group return for subordinates? D Yes Howard Edeison No H(b) Are all subordinates included? D Yes D No If "No," attach a list (see instructions) )< (insert no) Cl 4947(a)(1) or D 527 H(c) Group exemption number b E] Assomation D Other > l L Year of formation 2013 i M State of legal domlclle MI Summary 1 Briefly describe the organization's mission or most Significant actIVitiesz 3 Educate legislg-l-qrs and the generalpublic on Issues facmg Michigan and to advocate Citizen partiCIpation and obtain grassroots 1 l see/twee JUN @8 201 7(/1 E support for publicpolicies relating to federal, state, or local legislation, and ballot questions in regards to energy policy. g 8 90.5 g E 3 2 3 4 5 6 73 b Check this box >El if the organization discontinued its operations or disposed of more than 25% of its net assets. Number of voting members of the governing body (Part VI, line 1a).. 3 Number of independent voting members of the governing body (Part VI, line 1b) 4 Total number of individuals employed'in calendar year 2016 (Part V, line 2a) 5 Total number of volunteers (estimate if necessary) . . 6 Total unrelated business revenue from Part Vlll, column (C), line 12 7a Net unrelated busmess taxable income from Form 990--T, line 34 . . . 7b Prior Year a, 3 a; 5 8 9 10 Contributions and grants (Part VIII, line 1h) . . . . Program service revenue (Part VIII, line 29) . Investmentincome (Part VIII, column (A), lines 3, 4, and; d/W/T'b a; 11 12 Other revenue (Part VI", column (A), lines 5, 6d, 8c,jam/9,602 and 11e)@<>w Total revenue-add Ilnes 8 through 11 (must equal,Part III 0% (A),[he/612%,x 13 Grants and similar amounts pald (Part IX, column(A), llnesi-S).if. .*Q 9 X 14 15 16a b 17 18 19 Benefits paid to or for members (Part IX, column (A)>line4% s )2 Salaries, other compensation, employee benefits (Part IX, CO1QI1>NJine<(g18)/ 1C3 / Professional fundraising fees (Part IX, column (A), line 11e)x;'x ()y/ Total fundraising expenses (Part IX, column (D), line 25) XiQ/ztv Other expenses (Part IX column (A), lines 11a-11d,11f-24e) Total expenses. Add lines 13-17 (must equal Part IX, column llnextil/ (A), Revenue less expenses. Subtract line 18 from line 12 3 2 E "4 .5 g 3 3 o 0 0 0 Current Year 5,000,000 1,513,346 5,000,000 1,513,345 4,338,736 4,338,736 661,264 2,569,115 2469.116 <1,055,770> Beginning of Current Year End of Year $.13 20 3-,; 21 Total assets (Part X, line 16) Total liabilities (Part X, line 26). 1,215,955 o 160,186 o 212 22 Net assets or fund balances. Subtract line 21 from line 20 1,215,955 150,135 Signature Block Under penalties of perjury, I declare that l have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete yeclaration oi preparer (other than officer) is based on all information ol which preparer has any knowledge. A 4 I) lDate41 4 - / 7 - Sign Here Signature oi officer HawaN'A. Eddsou ?rk6$t Jervr Type or pnnt name and title Paid Punt/Type preparer' 5 name Preparer 3 Signature Date Preparer Check D it PTIN sell-employed Use Only F'rm's name Firm's EIN > > Firm's address > Phone no May the IRS dlscuss this return with the preparer shown above? (see instructions) For Paperwork Reduction Act Notice, see the separate instructions. Cat No 11282Y 20 E] Yes E) No Form 990 (2016) Form 990 (2015). m 1 Page 2 Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part III . . . . . . . . . . . . Conduct research and develop an educational plan and materials and present these lindlngs to the generalpublic IEIEQEEQSBIQ eneTQXPO'iCY- 2 3 4a D .- . Did the organization undertake any Slgnificant program services during the year which were not listed on the prior Form 990 or 990-EZ? . . . . . . . . . DYes No If "Yes," describe these new services on Schedule 0. Did the organization cease conducting, or make significant changes In how it conducts, any program serwces?............... 4 . Brlefly descnbe the organizations mission; DYes-No If "Yes? describe these changes on Schedule 0. Describe the organization's program serVice accomplishments for each of its three largest program services, as measured by expenses Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. (Code; --------------- ) (Expenses $ ----------119-139-516- including grants of $ ------------------------ ) (Revenue $ -----------------------9) Conduct research and develop an educationalplan and materials and presentthese findings to the general public inr'egards to energy policy. -- - 4b (Code --------------- ) (Expenses $ ---------------------- including grants of $ ------------------------ ) (Revenue $ ------------------------ ) 4c (Code --------------- ) (Expenses $ ---------------------- including grants of $ ------------------------ ) (Revenue $ ------------------------ ) 4d Other program serwces (Describe in Schedule 0.) (Expenses S includlng grants of $ 4e Total program service expenses b ) (Revenue $ ) 1,038,416 Form 990 (2016) Form 990 (2015) Page 3 m0hecklist of Required Schedules Yes 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," completeScheduleA . . . . . . . . . . . . . . . . . . . . 2 3 Is the organization requrred to complete Schedule 8, Schedule of Contributors (see instmctions)? . . . Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Partl. . . . 4 Section 501(c)(3) organizations. Did the organization engage in lobbying activrties, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II. . . . . . . . . . 5 1 2 No J v/ 3 J 4 Is the organization a section 501 (c)(4) 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98- 19? If "Yes," complete Schedule C, Part/II... 6 51/ Did the organization maintain any donor advrsed funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D Part! . . . . . . . . . . . . . . . . . . . . 7 Did the organization receive or hold a conservation easement, includingeasements to preserve open space, the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II . . . 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III 9 . . . . . . . . . . . . . . . . . . . . . . . . 5 1/ 7 J 3 J 9 J 10 J 11a J 11b J 11c J 11d J 11e / Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, sen/e as a custodian for amounts not listed in Part X; or provrde credit counseling, debt management, credit repair, or debt negotiation serVices? If "Yes," complete ScheduleD, Part IV . . . . . . . 10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi--endowments? If "Yes," complete Schedule D, Part V . . 11 If the organization's answer to any of the followrng questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, lX, or X as applicable. a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI . . . . . . . . . b Did the organization report an amount for investments- other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII . . . c Did the organization report an amount for investments- program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII. . . . . . . d Did the organization report an amount for other assets in Part X, line 15 thatis 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX . . . . . . . . a Did the organization report an amount for other liabilities'in Part X, line 25? If "Yes,"complete Schedule D, Part X f Did the organization' 5 separate or consolidated finanCIaI statements for the tax year include a footnote that addresses the organization's liability for uncertain tax posrtions under FIN 48 (A80 740)? If "Yes," complete Schedule D, Part X . 11f J 12 a Did the organization obtain separate, independent audited fmancral statements for the tax year? If "Yes, " complete Schedule D, Parts XI and Xll . . , . 12a / b Was the organization included in consolidated independent audited finanCIal statements for thetax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and Xll'IS optional 12b J 13 14 a b Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E . . . . Did the organization maintain an office, employees, or agents outside of the United States? . . . Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraisrng, busrness, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts land IV. . . . . Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If "Yes," complete Schedule F, Parts II and IV . . . . . Did the organization report on Part IX, column (A), line 3, more than $5, 000 of aggregate grants or other assrstance to or for foreign individuals? If "Yes," complete Schedule F, Parts Ill and IV . . . . . . . 13 14a I 1/ 14b / 15 J 15 16 15 J 17 Did the organization report a total of more than $15,000 of expenses for professronal fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part/(see instructions) . . . . . 17 J 18 Did the organization report more than $15, 000 total of fundraising event gross income and contributions on Part VIII, lines 10 and 8a? If "Yes," complete Schedule G, Part II. . . . . 13 J 19 Did the organization report more than $15,000 of gross income from gaming activities onPart VIII, line 9a? If "Yes," complete Schedule G, Part III . . . . . . . . . . . . . . . 19 J Form 990 (2016) FDITl'l 990 (2016) Page 4 mChecktist of Required Schedules (continued) Yes 20b Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J 23 24a Did the organization have a tax-e-xempt bond issue With an outstanding prinCipaI amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 24b through 24d and complete Schedule K. If "No, " go to line 25a 24a 24b to defease any tax--exempt bonds? 24c Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? . Section 501(c)(3), 501 (c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disquaIified person during the year? If "Yes," complete Schedule L, Part I 24d 25a 25b 26 Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II . 26 27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III. 27 28 Was the organization a party to a busmess transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions); 29 3O Did the organization receive more than $25,000 In non-cash contributions? If "Yes," complete Schedule M Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M . 31 Did the organization liqUidate, terminate, or dissolve and cease operations? If "Yes,"complete Schedule N, . . 30 31 X Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II 32 33 Did the organization own 100% of an entity disregarded asseparate from the organization under Regulations sections 301 .7701-2 and 301. 7701 -3? If "Yes," complete Schedule R, Partl 33 34 Was the organization related to any tax-e-xempt or taxableentity?If "Yes," complete Schedule R, Part II, I," or IV and Part V, line 1 34 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity Within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 . 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.. . . . . . . 36 37 Did the organization conduct more than 5% of its actiVIties through an entity thatis not arelated organization and thatis treated as a partnership for federal income tax purposes? If "Yes, " complete Schedule R, Part VI. 37 38 Did the organization complete Schedule 0 and prowde explanations inSchedule 0 for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule 0. 353 X 32 X . 28c 29 XX Partl 28b XX An entity of which a current or former officer, director, trustee, or key employee (or afamily member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV X A current or former officer, director, trustee, or key employee? If "Yes, " complete Schedule L, Part IV A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV X Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reportedon any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Partl. XX 22 23 X Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts land III XX 21 22 Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . Did the organization maintain an escrow account other than a refunding escrow at any time during the year NO 20a X 20 a Did the organization operate one or more hospital faculties? If "Yes," complete Schedule H . b If "Yes" to line 20a, did the organization attach a copy of its audited finanCIaI statements to this return? 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts / and Il . 35b 38 J Form 990 (2016) Form 990 (2016) Page 5 Statentents Regarding Other IRS Filings and Tax Compliance Check if ScheduIeOcontainsaresponse or note to any line in this PartV . . . . . . . . . . . . Yes 0' 13 c 2a b 33 b 43 b Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable . . . . 1a 6 Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable . . . . 1b 0 Did the organization comply with backup Withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? . . . . . . . . . . . . . 1c . [I No ,/ Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, Filed for the calendar year ending With or Within the year covered by this return 2a 0 If at least one is reported on line 2a, did the organization file all required federal employment tax returns? . Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions) Did the organization have unrelated business gross income of $1 ,000 or more during the year? . . . . If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation in Schedule 0 . . At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial 2b 3a 3b / account)?................................4a / If "Yes," enter the name of the foreign country; > See instructions for filing reqUirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). 5a b c Ga Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . . Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? If "Yes" to line 5a or 5b, did the organization file Form 8886-T? . . . Does the organization have annual gross receipts that are normaIIy greater than $100,000, and did the 53 5b 5c organization solicit any contributions that were not tax deductible as charitable contributions?. . . If "Yes," did the organization include with every solicitation an express statement that such contributions or 6a / b gifts were not tax deductible? 6b / 7 3 . . . d e f 9 h 8 9 3 b 10 a b 11 a b . . . . . . . Organizations that may receive deductible contributions under section 170(c). Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? . b 0 . . . . . . . . . . . . . . . . . . . If "Yes," did the organization notify the donor of the value of the goods or services prowded? . . . . Did the organization sell, exchange, or othenlvise dispose of tangible personal property for which it was reqUired to file Form 8282? . . . . . . . . . . . . . . . . . . . . . . If "Yes," indicate the number of Forms 8282 filed during the year . . . 7d Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as reqwred? It the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-0? Sponsoring organizations maintaining donor advised funds. Did a donor adVIsed fund maintained by the sponsoring organization have excess business holdings at any time during the year? . . . . . Sponsoring organizations maintaining donor advised funds. Did the sponsoring organization make any taxable distributions under section 4966? . . . . Did the sponsoring organization make a distribution to a donor, donor adVisor, or related person? Section 501(c)(7) organizations. Enter. Initiation fees and capital contributions included on Part VIII, line 12 . . . . 10a Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities . 10b Section 501(c)(12) organizations. Enter. Gross income from members or shareholders . . . 11a Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) . . . . . . . . . . . 11b . . . . . . 9a 9b . . 143 If "Yes, " has it filed a Form 720 to report these payments9 If "No,"prov1de an explanation in Schedule 0 . 14b Enter the amount of reserves on hand . . . . . . . . . . . . . . . Did the organization receive any payments for indoor tanningservices during the tax year? . . 12a . the organization is licensed to issue qualified health pIans b 7e 7f 79 7h 8 Section 501(c)(29) qualified nonprofit health insurance issuers. Is the organization licensed to issue qualified health plansin more than one state? . . . Note. See the instructions for additional information the organization must report on Schedule 0 Enter the amount of reserves the organization is required to maintain by the states in which 14a 7c . 13 c 7b . Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 10419 If "Yes, " enter the amount of tax--exempt interest received or accrued during the year. . 12b b '73" . 123 b a i/ i/ 133 13b 130 . . J Form 990 (2016) Form 990 (2016) Page 6 Part VI Govern'ance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 83, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule 0. See instructions. Check if Schedule 0 contains a response or note to any line in this Part VI El Section A. Governing Body and Management Yes 1a b 2 3 Enter the number of voting members of the governing body at the end of the tax year. . If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule 0. 1a No 3 Enter the number of voting members included in line 1a, above, who are independent . 1b 3 Did any officer, director, trustee, or key employee have a family relationship or a business relationship With any other officer, director, trustee, or key employee? 2 J Did the organization delegate control over management duties customarily performed by orunder the direct supewismn of officers, directors, or trustees, or key employees to a management company or other person? 3 J 4 5 6 7a Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? Did the organization become aware during the year of a significant diversion of the organization's assets? . Did the organization have members or stockholders? . Did the organization have members, stockholders, or other persons Who had the power to elect orappomt one or more members of the governing body? . . . . . 4 5 6 v/ J / 7a J [3 Are any governance demsions of the organization reserved to (or subsect toapproval by) members, stockholders, or persons other than the governing body? . . . . . 7b J 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following. a The governing body? . b Each committee with authority to acton behalf of the governing body? . . . Is there any officer, director, trustee, or key employee listed'in Part VII, Section A, who cannot be reached at 9 . . . . . . . . . . . . . . 83 I 8b i/ the organization's mailing address? If "Yes,'provide the names and addresses in Schedule 0.. . . . 9 J Section B. Policies (This Section B requests information about pol/oies not reqUIred by the Internal Revenue Code.) Yes 103 b 11 a Did the organization have local chapters, branches, or affiliates? . . If "Yes, " did the organization have written poIICIes and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are con5istent with the organization's exempt purposes? Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? 10b 11a b 12a b Describe in Schedule 0 the process, if any, used by the organization to review this Form 990. Did the organization have a written conflict of interest policy? If "No," go to line 13 . . . . Were officers, directors, or trustees, and key employees reqUIred to disclose annually interests that could give riseto conflicts? 12a 12b 6 Did the organization regularly and conSIstently monitor and enforce compliance with the policy? If "Yes," describe In Schedule 0 how this was done . . . . . . . . . . . . . . 12c 13 14 15 Did the organization have a written whistleblower policy? . . . . Did the organization have a written document retention and destruction policy? Did the process for determming compensation of the followmg persons include independent persons, comparability data, and contemporaneous substantiation of the a b 16a b . . . . . . . . . . . . a reVIew and approval by deliberation and de0i5ion? 10a No I J I 13 14 I i/ 153 15b i/ I arrangement . . . . 16a J If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in Joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements? . . . . . . . . . . . . . . 16b The organization's CEO, Executive Director, or top management offICIal . . . . . . . Other officers or key employees of the organization . . . . . . . . If "Yes" to line 15a or 15b, describe the process in Schedule 0 (see instructions). Did the organization invest in, contribute assets to, or partICIpate in a joint venture or similar Withataxableentityduringtheyear?. . . . . . . . . . . . . . . . . . . . . . . . . . . . Section C. Disclosure 17 18 List the states With which a copy of this Form 990 is reqUired to be filed > Section 6104 reqUIres an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. D Own website CI Another's webSIte Upon request D Other (explain In Schedule 0) 19 Describe in Schedule 0 whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. 20 State the name, address, and telephone number of the person who possesses the organization's books and recordsz > Howard Edelson . 2145 Commons Parkway, Okemos. Ml 48864 Form 990 (2016) Form 990 (2016) Page 7 Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule 0 contains a response or note to any line in this Part VII . . . . . . . . . . . . . E] Section A. Ofncers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending With or Within the organization's tax year. - List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. 0 List all of the organization's current key employees, if any. See instructions for definition of "key employee." - List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099AMISC) of more than $100,000 from the organization and any related organizations. 0 List all of the organization's former ofticers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. 0 List all of the organization's former directors or trustees that received, in the capaCIty as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order; individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees, and former such persons. [3 Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (C) (A) (B) "05'1"?" Name and Title Average hours per box, unless person is both an officer and a director/trustee) (D) (E) (F) Reportable compensation Reportable compensation from Estimated amount of [do not check more than one week (list any 0 ,- g 0 x m I 11 from related other hours for 33 i 3 g 35 9, the organizations compensation related organization (W-2/1099-MISC) g a E 8 m 1%; 3 organizations gig 5'; * 3 "(53 g " (W-2/1099-MISC) below dotted -. E line) from the organization E- E g and related a g g g organizations as m u; .- 3 U) 8 a Q. "(1) Howard Edelson .--. 1 President (2) David Mengebier Vice President (3) Rhoda Tinkham Secretary/Treasurer "(4) J i/ 0 0 0 J J o o o / v/ 0 0 0 1 --- . 1 .......... , -15.!........................................................................... "($52.......................................................................... -IZI..................................... .18.).................................... "(El.......................................................................... .119.).............................................. (11) I12) ,,,,,,,, ............. (13) I14) Form 990 (2016) cht 990 (2016) Page 8 Section'A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (C) (A) (B) Position (do not check more than one (D) (E) (F) Name and title Average hours per box, unless person ,3 both an officer and a director/tmstee) Reportable compensation Reportable compensation from Estimated amount of Week (list any o- - hours for aa .3. related 5g E g organizations 9. g 23' below dotted 9 E i line) g E. 8 g '11 7' in; m I 11 from related other 3,5 9, the organizations compensation organization (W-2/1099-MISC) m 1%; 3 .3 E g from the " (W-2/1099-MISC) organization g g and related g '3 a organizations 3 53 G. (15) -------- .- (16) (17) (18) gggggg I19) (20) , (21) -- (22) (23) ...... (24) (25) 1bSub-total. .. c Total from continuation sheets to Part VII, Section A d Total (add lines 1b and 1c) . . . . . . . . > > > o o o o o o o o o 2 Total number of Individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization > None 3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such Individual . . 4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such Yes 5 No 3 J individual 4 J Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person 5 J Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization Report compensation for the calendar year ending with or Within the organization's tax yeah (A) (B) (C) Name and busmess address Description of serVices Compensation Truscott Rossman , 124 W Allew, Ste 800, Lansinq, Ml 48933 2 Public Relations 246,240 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization b 1 Form 990 (2016) Form 990 (2016), Page 9 msmtement of Revenue Check if Schedule 0 contains a response or note to any line in this Part VIII . . . (A) (B) (C) (D) Total revenue Related or exempt Unrelated busmess Revenue excluded from tax function revenue under sections revenue .2 .2 g 3 1a b Federated campaigns . Membership dues . . . . . . 13 1b 5E 35 c d Fundraising events . . Related organizations . . . . . 1c 1d g; e Government grants (contributions) 1e 2 if f 3% [j 512514 All other contributions, gifts, grants, and Similar amounts not included above E2 g 8 E h Total. Add lines 1a-1f . 1f 1.513.345 Noncash contributions included in lines 1a-1t- S ----------------------- > 3 E . 1,513,346 Business Code 2a - as E b " c '''' E d ''''' (I) ,E. e ........... g; f All other program serwce revenue . g Total. Add lines 2a-2f . E. -. . . . b 4 5 Income from investment of tax-exempt bond proceeds > Royalties . . . P 63 b Gross rents Less. rental expenses 0 Rental income or (loss) d 73 Net rental income or loss) Gross amount from sales of (0 Securities assets other than inventory b Less cost or other basis and sales expenses . c d Gain or (loss) . Net gain or (loss) 8a & '5, g . investment income Gncluding dividends, Interest, and other similar amounts) > (I) Real E 3 . 3 (ii) Personal . . . > (u) Other P Gross income from fundraising events (not Including $ of contributions reportedloi'lli-ne1c) SeeParth,line18 . . . . . a b c 93 Less; direct expenses . . . . b Net income or (loss) from fundraising events Gross income from gaming activities. SeeParth,line19 . . . . . a b c 10a Less; direct expenses . . . . b Net income or (loss) from gaming activities . Gross sales of inventory, less returns and allowances . . . a b 0 Less; cost of goods sold . . . b Net income or (loss) from sales of inventory Miscellaneous Revenue . P . P . P Business Code 11a b -- c ------------------------------- d e 12 All other revenue --- . Total. Add lines 11a-11d . Total revenue. See instructions. > D 1,513,345 Form 990 (2016) Form 990 (2016) Page 10 Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule 0 contains a response or note to any line in this Part IX Do not include amounts reported on lines 6b, 7b, T ta! (A) 0 8b 9b 1 and 10b Of Part VIII' P 8X nses . (Bl . M r0 rarn seNice Expenses p9 . . . (C) t . . . d ana emen an genergl expenses . . . F c(le . . El Uh raism expensesg Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 . . 2 Grants and other a55istance to domestic indIVIduals. See Part IV, line 22 3 Grants and other a55istance to foreign organizations, foreign govemments, and foreign indiViduals See Part IV, lines 15 and 16 . 4 5 Benefits paid to or for members Compensation of current officers, directors, trustees, and key employees . 6 Compensation not included above, to disqualified persons (as defined under section 4958(t)(1)) and persons described in section 4958(c)(3)(B) 7 Other salaries and wages 8 PenSion plan accruals and contributions (include section 401(k) and 403(b) employer contributions) 9 10 11 Other employee benefits . Payroll taxes. . Fees for services (non--employees). Management . . . . . . . Legal . . . . . . . . . . . Accounting . . . . . . . . . . Lobbying . Professmnal fundraising sen/ices. See Part IV, line 17 Investment management fees Other. (If line 119 amount exceeds 10% of line 25, column a b c d e f 9 (A)amount, listlinetlgexpenseson ScheduIeO.) . . 12 13 14 15 16 17 18 Advertismg and promotion . . . . . Office expenses . . . . . . . . . Information technology Royalties . Occupancy Travel Payments of travel or entertainment expenses for any federal, state, or local public off male 19 20 21 22 23 Conferences, conventions, and meetings Interest . . Payments to affiliates . Depreciation, depletion, and amortization Insurance . . . . . . . . 24 Other expenses Itemize expenses not covered above (List miscellaneous expenses in line 24a. It line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule 0.) a ProxyTaX e 26 469,672 11,580 3,400 11,580 3.400 ( 518 278,911 180 518 278,911 180 . 1,513,346 '3 3.5123952?!.................. 0 3939.9.................. d BERKS[9!2Ei99.?ZEQH9EE[9!I............ 25 469.572 All other expenses Proxy Totalfunctional expenses. Add Iines1through24e 1L513.34s 1.676 45,000 244.833 45,000 244.833 1,676 2,559.1"; 1,038,416 1'530'700 Joint costs. Complete this line only if the organization reported in column (B) iomt costs from a combined educational campaign and fundraismg soli0itation. Check here D E] if followmg SOP 98-2 (A80 958-720) . . Form 990 (2016) Form 990 (2016) Page 1 1 malanoe Sheet Check if Schedule 0 contains a response or note to any line in this Part X E] (A) (B) Beginning of year End of year Cash-non-interest-bearing 1 159,986 Savings and temporary cash investments . Pledges and grants receivable, net Accounts receivable, net Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. 2 3 4 200 Complete Part II of Schedule L 5 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' benefiCiary organizations (see instructions). Complete Part II of Schedule L . . . 5 7 g 7 Notes and loans receivable, net 8 Inventories for sale or use 9 10 11 12 13 14 15 16 17 18 19 20 21 22 1,215,956 . . . . . - . 8 Prepaid expenses and deferred charges Land, bUIldlngS, and eqUipment. cost or other basis. Complete Part VI of Schedule D b 9 103 Less; accumulated depreCiation . . . 10b 10c Investments- publicly traded securities 11 Investments- other securities. See Part IV, line 11 12 Investments- program--reIated. See Part IV, line 11 . 13 Intangible assets . 14 Other assets. See Part IV, line 11 . 15 Total assets. Add lines 1 through 15 (must equal line 34).1,215,955 16 Accounts payable and accrued expenses . 17 Grants payable . 18 Deferred revenue . . 19 Tax-e-xempt bond liabilities . 20 Escrow or custodial account liability Complete Part IV of Schedule D 21 150,185 Loans and other payables to current and former officers, directors, g trustees, % disqualified persons Complete Part II of Schedule L 3 . 1 < g . 2 3 4 5 33 . . key employees, highest compensated employees, and . 22 23 24 25 Secured mortgages and notes payable to unrelated third parties Unsecured notes and loans payable to unrelated third parties . Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X 23 24 of Schedule D 25 26 Total liabilities. Add lines 17through 25 Organizations that follow SFAS 117 (A80 958), check here P [j and complete lines 27 through 29, and lines 33 and 34. 26 E E 27 28 Unrestricted net assets . Temporarily restricted net assets . 27 28 g "=3 3 29 Permanently restricted net assets. . Organizations that do not follow SFAS 117 (A50 958), check here > El and complete lines 30 through 34. 29 9 g f. 30 31 32 Capital stock or trust prinCIpal, or current funds . . Paid--in or capital surplus, or land, bUilding, or equipment fund Retained earnings, endowment, accumulated income, or other funds . 1,215,956 30 31 32 160,186 g 33 Total net assets or fund balances. 1,215,956 33 160486 34 Total liabilities and net assets/fund balances . g . . 1,215,956 34 15mm; Form 990 (2016) Form 990 (2016) Page 1 2 Reconciliation of Net Assets [3 @methN-i, Check if Schedule 0 contains a response or note to any line in this Part XI Total revenue (must equal Part VIII, column (A), line 12) . Total expenses (must equal Part IX column (A) line 25) Revenue less expenses. Subtract line 2 from line 1 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)). Net unrealized gains (losses) on investments Donated services and use of facilities Investment expenses . Prior period adjustments . Other changesin net assets or fund balances (explain inschedule O). Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (8)) 1,513,346 2,569,116 <1 ,055,TIO> 1,215,956 .A. 0 -L oomummth-n Part XI 160,186 Winancial Statements and Reporting Cl Check if Schedule 0 contains a response or note to any line in this Part XII . Yes Accounting method used to prepare the Form 9902 Cash CIAccrual No C] Other If the organization changed its method of accounting from a prior year or checked uOther," explain in Schedule 0. 2a Were the organization's financial statements compiled or reviewed by an independent accountant'7 . If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reViewed on a separate basis, consolidated basis, or both; E] Separate ba3is I] Consolidated basis CI Both consolidated and separate basis Were the organization 5 financial statements audited by an independent accountant? . If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate baSIS, consolidated basis, or both. [3 Separate baSis D Consolidated basis Cl Both consolidated and separate basis If "Yesti to line 2a or 2b, does the organization have a committee that assumes responsibility for over5ight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its overSight process or selection process during the tax year, explain in Schedule 0. 3a 2a 2b 2c As a result of a federal award, was the organization reqUired to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?. 3a If "Yes," did the organization undergo the required audit or audits? If the organization didnotundergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. 3b Form 990 (2016) SCHEDULE 0 Political Campaign and Lobbying Activities 0MB bio-154543047 (Form 990 or 990-EZ)' For Organizations Exempt From income Tax Under section 501(c) and section 527 Depanmen, onhe Treasury > Complete ii the organization is described below. Internal Revenue Semce f Attach to Form 990 or-Form 990-52. Open to Public > Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gavlform990. Inspection If the organization answered "Yes," on Form 990, Part N, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then - Section 501(c)(3) organizations Complete Parts I-A and B Do not complete Part l-C. - Section 501(0) (other than section 501(c)(3)) organizations; Complete Parts I-A and C below. Do not complete Part I-B 0 Section 527 organizations Complete Part I-A only If the organization answered "Yes," on Form 990, Part IV, line 4, or Form 990-EZ, Part Vi, line 47 (Lobbying Activities), then 0 Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)); Complete Part II-A. Do not complete Part Il-B - Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)). Complete Part lI-B. Do not complete Part II-A It the organization answered "Yes," on Form 990, Part IV, line 5 (Proxy Tax) (see separate instructions) or Form 990-EL Part V, line 35c (Proxy Tax) (see separate instructions), then 0 Section 501(c)(4), (5), or (6) organizations Conjaiete Part III. Name of organization Employer identification number Citizens for Enerqizinq Michigan's Economy 46-4355362 Complete if the organization is exempt under section 501(c) or is a section 527 organization. 1 Provide a description of the organizations direct and indirect political campaign actiVities in Part IV. (see instructions for definition of "political campaign actiVities") 2 3 Political campaign activity expenditures (see instructions). . . Volunteer hours for political camjggn activities (see instructions) 1 2 3 Enter the amount of any eXCise tax incurred by the organization under section 4955 Enter the amount of any excise tax incurred by organization managers under section 4955 . If the organization Incurred a section 4955 tax, did it file Form 4720 for this year? . . . . . . . . . . . . . . > $---------------------------------- Complete if the organization is exempt under section 501(c)(3). 4a Wasacorrectionmade?. . . b . . . . . . . . . . . . . . . . DYes DNo If "Yes,u describe in Part IV Part l-C 1 . . . . . . . b $--------------------------------. > $---------------------. . . . O. UYes leo Complete if the organization is exempt under section 501(c), except section 501(c)(3). Enter the amount directly expended by the filing organizationfor section 527 exempt function activities . b $ Enter the amount of the filing organization's funds contributedto other organizations for section 527 exempt function activities . . . . . . . > $ 3 Total exempt function expenditures. Add lines1 and 2. Enter here and on Form 1120- POL, line 17b . . . . . . . . . . . . . . . b ---------------------------------$ 4 Did the filing organization file Form 1120-POLfor thisyear? 5 Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization made payments. For each organization listed, enter the amount paid from the filing organization5 funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV. 2 . (a) Name . . . . (b) Address . . (c) EIN . . . . . . --------------------------------- ---------- Eve-s------[j'19-; (d) Amount paid from filing organizations funds If none. enter -0- (e) Amount of political contributions received and promptly and directly delivered to a separate political organization If none, enter -0- (1) (2) (a) ---------------------------------------------- (4) ..... (5l (6) -. For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Cat. No 500843 Schedule c (Form 990 or 990-52) 2016 Schedule c (Form 990 or 990-52) 2016 Page 2 Coniplete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)). A Check b I] if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, ElN, expenses, and share of excess lobbying expenditures). B Check > E) if the filing organization checked box A and "limited control" prowsmns apply. 13 b c d e 1' Limits on Lobbying Expenditures (3) Filing (b) Affiliated (The term flexpenditures" means amounts paid or incurred.) orgamzamn'smia's group @815 Total lobbying expenditures to influence public opinion (grass roots lobbying) Total lobbying expenditures to influence a legislative body (direct lobbying) Total lobbying expenditures (add lines 1a and 1b) Other exempt purpose expenditures . Total exempt purpose expenditures (add lines 1c and 1d). Lobbying nontaxable amount Enter the amount from the following table in both columns. If the amount on line 1e, column (a) or (b) is; The lobbying nontaxable amount Is; Not over $500,000 Over $500,000 but not over $1,000,000 20% of the amount on line 1e. $100,000 plus 15% of the excess over $500,000 Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000 Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000 Over $17,000,000 $1,000,000. 9 h i Grassroots nontaxable amount (enter 25% of line 1f) Subtract line 19 from line 1a. If zero or less, enter -0Subtract line 1f from line 1c. If zero or less, enter 0-- j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? . . . . . . . . . . . . D Yes El N0 4-Year Averaging Period under section501 (h) (Some organizations that made a section 501 (h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.) Lobbying Expenditures During 4-Year Averaging Period Calendar year (or fiscal year beginning in) 2a (a) 2013 (b) 2014 (c) 2015 (d) 2016 (e) Total Lobbying nontaxable amount b Lobbying ceiling amount (150% of line 2a, column (e)) c Total lobbying expenditures d Grassroots nontaxable amount e Grassroots ceiling amount (150% of line 2d, column (e)) f Grassroots lobbying expenditures Schedule C (Form 990 or 990-EZ) 2016 Schedule C (Form 990 or 990-52) 2016 Part "-3 Page 3 Com'plete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)). For each "Yes," response on lines 1a through 1i below, prowde in Part IV a detailed description of the lobbying act/Vity. (b) Amount N During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of; QOU' m h'T'Z'CD"t .> Schedule I (Form 990) (2016) 0 1 enemy awareness or assstance (h) Purpose of grant Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form "if?!........................................... (7) (6) (5) (4) (3) . 990, Part IV, line 21, for any recipient that received more than $5,000 Part ll can be duplicated if additional space is needed. (1) Citizens for Michigan's Enerqy (2) . Describe'in Part IV the organization s procedures for monitoring the use of grant funds inthe United States. 1 (a) Name and address of organization Future . OMB No 1545-0047 Does the organization maintain records to substantiate the amount of the grants or assstance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? . . . . . . . . . . . . . . . . . . . lYes m 1 , AttaCh to F9"? 990' > information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990. W General Information on Grants and Assistance Citizens for Enerqizinq Michiqan'5 Economy Name of the organization Internal Revenue Servtce Department of the Treasury (Form 990) Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22. Grants and Other Assistance to Organizations, Governments, and lndiwduals in the United States SCHEDULE' (c) Amount of cash grant (d) Amount of noncash aSSIStance (e) Method of valuation (book. FMV, appraisal, other) Page 2 (I) Descrlptlon oi noncash assstance Schedule I (Form 990) (2016) Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information. (b) Number of recipients The Board of Directors meet annually regarding donations to organizations With similar goals and how the funds preVIousLy donated have been used Part IV 7 6 (a) Type of grant or aSSistance Schedule i (Form 990) (2016) Part III Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22. Part III can be duplicated if additional space is needed. SCHEDULED (Form 990 or 990-EZ) Supplemental Information to Form 990 or 990-EZ Department of the Treasury Internal Revenue Semce 0MB No.1545-0047 Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provlde any additional Informatlon. D Attach to Form 990 or 990-EZ. Open to Public > Information about Schedule 0 (Form 990 or BSD-E2) and its instructions is at www.irs.gov/fonn990. Name of the organization Inspection Employer identification number citizens for Enerqizionichiqan's EconomL 46-4355362 PART VI, SECTION B--Policies and Procedures The Organization has no employees-arid has no plans to hire any employees; ------ PART VI, SECTION B, LINE 11--990 APPRQVAL POLICY The 990 is presented to the President fol-approval and reVIewe-d-by the Board of Directors subsequently. PART VI, SECTION c, DISCLQ'S-QBEH Upon rquest. thegoverninq documents, financial statements aild IRS form 990 are made available to the public. ggggggggggggggg The organization does not have formal whistleblower, conflict of interest or documentation retention and destruction policies These policies have been drafted, but nqtye-t-formally approved by the Organization. For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Cat. No 51056K Schedule 0 (Form 990 or 990-EZ) (2016)