CENTRAL COAST ENERGY SERVICES INC

EIN: 651190535 501(c)(3) Human Services

WATSONVILLE, CA

Total Revenue
$14,559,978
Total Expenses
$13,730,054
Total Assets
$6,614,898
Net Assets
$3,849,618
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
CA
Principal Officer
DENNIS OSMER
Phone
8317617080
Tax Period
2024-01-01 to 2024-12-31

CENTRAL COAST ENERGY SERVICES INC, founded in 2003, is a mid-sized nonprofit in the Human Services sector that reported $14.6M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $13.7M left a modest 6% surplus.

Mission

THE MISSION OF CENTRAL COAST ENERGY SERVICES, INC. ("CCES") IS TO IMPROVE HOUSEHOLD SAFETY, HEALTH, AND ECONOMIC SECURITY WITHIN COMMUNITIES IN CALIFORNIA. WE PROVIDE ENERGY CONSERVATION, CONSUMER EDUCATION & ADVOCACY, HOME IMPROVEMENT, UTILITY ASSISTANCE, JOB TRAINING, WORK FORCE DEVELOPMENT, AND OTHER SERVICES TO PEOPLE IN NEED. WE PROMOTE AN ENVIRONMENT OF SAFETY, HARD WORK, TEAMWORK, AND HIGH QUALITY SERVICES.

Program Service Accomplishments

Program 1
Expenses: $10,541,119 Revenue: $0

THE AGENCY IS A LOW-INCOME HOME ENERGY ASSISTANCE PROGRAM (LIHEAP) SERVICE PROVIDER. THE AGENCY ASSISTS FAMILIES WITH STAYING SAFE AND HEALTHY THROUGH THE FOLLOWING INITIATIVES THAT LOWER AND HELP...

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THE AGENCY IS A LOW-INCOME HOME ENERGY ASSISTANCE PROGRAM (LIHEAP) SERVICE PROVIDER. THE AGENCY ASSISTS FAMILIES WITH STAYING SAFE AND HEALTHY THROUGH THE FOLLOWING INITIATIVES THAT LOWER AND HELP MANAGE ENERGY COSTS: PAYMENT ASSISTANCE FOR HOME ENERGY BILLS, EMERGENCY ASSISTANCE AND RESOURCES DURING ENERGY CRISES, WEATHERIZATION, AND ENERGY-RELATED MINOR HOME REPAIRS. THE AGENCY ALSO PROVIDES SIMILAR WEATHERIZATION ASSISTANCE TO ELIGIBLE PARTICIPANTS RESIDING IN THE SERVICE AREA UNDER THE U.S. DEPARTMENT OF ENERGY (DOE) WEATHERIZATION ASSISTANCE PROGRAM FOR LOW-INCOME PERSONS.

Program 2
Expenses: $562,872 Revenue: $837,062

THE AGENCY PROVIDES SERVTRAQ SOFTWARE AS A SERVICE TO OTHER AGENCIES THAT ARE ALSO LIHEAP SERVICE PROVIDERS. SERVTRAQ IS AN APPLICATION SOFTWARE SPECIFICALLY DESIGNED FOR CALIFORNIA LOCAL ENERGY...

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THE AGENCY PROVIDES SERVTRAQ SOFTWARE AS A SERVICE TO OTHER AGENCIES THAT ARE ALSO LIHEAP SERVICE PROVIDERS. SERVTRAQ IS AN APPLICATION SOFTWARE SPECIFICALLY DESIGNED FOR CALIFORNIA LOCAL ENERGY SERVICE PROVIDERS TO FACILITATE DATA MANAGEMENT AND REPORTING FOR THE LIHEAP, DOE, AND OTHER LOW-INCOME PROGRAMS. THE PRIMARY FUNCTION OF SERVTRAQ IS TO PROVIDE DATA MANAGEMENT AND AUTOMATION IN CUSTOMER TRACKING, PAYMENT ASSISTANCE PROCESSING, WEATHERIZATION JOB MANAGEMENT, AND REPORTING. ADDITIONAL SERVICES INCLUDE CREW SCHEDULING, MATERIALS TRACKING, AND CONTRACT COMPLIANCE.

Program 3
Expenses: $235,445 Revenue: $204,511

THE AGENCY PROVIDES CONSULTING AND COMPLIANCE SERVICES THROUGH THE 831 CONSERVE CONTRACTOR SERVICE PROGRAM (831 CONSERVE). 831 CONSERVE'S MAIN SERVICE IS PROVIDING HOME ENERGY RATING SYSTEM (HERS)...

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THE AGENCY PROVIDES CONSULTING AND COMPLIANCE SERVICES THROUGH THE 831 CONSERVE CONTRACTOR SERVICE PROGRAM (831 CONSERVE). 831 CONSERVE'S MAIN SERVICE IS PROVIDING HOME ENERGY RATING SYSTEM (HERS) TESTING AND CALCULATIONS PERFORMED ON LOCATION, AS WELL AS RELATED CONSULTING. ONCE TESTING IS COMPLETED, THE AGENCY PROVIDES CERTIFICATION OF THE RESULTS AS EVIDENCE OF COMPLIANCE. ADDITIONALLY, THE AGENCY SERVICES NONRESIDENTIAL PROJECTS WITH DUCT LEAKAGE, AS WELL AS INDIVIDUAL HEATING AND COOLING SYSTEMS TESTING. THE AGENCY ALSO PROVIDES WHOLE HOUSE RATING AND HOME PERFORMANCE TESTING AND CERTIFICATIONS TO VARIOUS CUSTOMERS.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $12,324,115
Program Service Revenue $2,162,069
Investment Income $21,609
Other Revenue $52,185
TOTAL REVENUE $14,559,978

Expense Breakdown

Grants Paid $0
Salaries & Benefits $8,970,777
Fundraising Expenses $0
Program Expenses $11,735,159
Other Expenses $4,759,277
TOTAL EXPENSES $13,730,054

Year-over-Year Comparison

2024 2023 Change
Revenue $14,559,978 $13,192,537 +0.1%
Expenses $13,730,054 $12,939,933 +0.1%
Net Income $829,924 $252,604 +2.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
106
Volunteers
11

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$659,443
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DR TIFFANY WISE-WEST CHAIR 1.00
Officer Director
$0 $0 $0
MARYA OURO-GBELEOU TREASURER 1.00
Officer Director
$0 $0 $0
JENNY MCADAMS SECRETARY 1.00
Officer Director
$0 $0 $0
GLORIA CARREON BOARD MEMBER 1.00
Director
$0 $0 $0
HUNTER LEIGHTON BOARD MEMBER 1.00
Director
$0 $0 $0
KEVIN BAILEY BOARD MEMBER 1.00
Director
$0 $0 $0
PETER ODRYNA BOARD MEMBER 1.00
Director
$0 $0 $0
RANDY POZOS BOARD MEMBER 1.00
Director
$0 $0 $0
SAKSHI HEGDE BOARD MEMBER 1.00
Director
$0 $0 $0
PATRICE JACKSON-RODUNER CHIEF FINANCIAL OFFICER 40.00
Officer
$183,526 $19,792 $203,318
DENNIS OSMER CHIEF EXECUTIVE OFFICER 40.00
Officer
$262,358 $48,553 $310,911
ELIZABETH JULIANA GARCIA CHIEF OPERATIONS OFFICER 40.00
Officer
$131,450 $13,764 $145,214
CHRISTOPHER JOHNSON LEAD SOFTWARE ARCHITECT 40.00
Highest
$163,619 $46,154 $209,773
LIZET MORENO DIRECTOR OF COMM. & DEV. 40.00
Highest
$160,166 $15,565 $175,731
EDUARDO REYES QUALITY ASSURANCE MANAGER 40.00
Highest
$131,593 $16,500 $148,093
OSCAR RICO QUALITY ASSURANCE INSPECTOR 40.00
Highest
$138,501 $0 $138,501
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $14,559,978 $13,730,054 $6,614,898 $829,924
2023 $13,192,537 $12,939,933 $5,048,120 $252,604
2022 $12,647,479 $12,452,188 $4,910,659 $195,291
2021 $14,511,135 $14,687,316 $6,275,565 $-176,181
2020 $12,239,755 $11,865,543 $4,675,412 $374,212
2019 $8,412,094 $8,062,041 $3,118,544 $350,053
2018 $7,550,531 $7,149,288 $2,272,025 $401,243
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