2026-05-12T14:50:10+00:00 2025-06-30 440160260 Forvis Mazars LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2024-07-01 742244146 Rocky Mountain Institute ROCK 3032451003 2490 JUNCTION PLACE 200 BOULDER CO 80301 JON CREYTS CEO 3032451003 2026-05-12 true true Adam R Smith P00958966 7194714290 2026-05-11 2024 2025-03-06 01:10:19Z JON CREYTS 2490 JUNCTION PLACE 200 BOULDER CO 80301 199511785 false X WWW.RMI.ORG X 1982 CO We work with businesses, policymakers, and communities to scale energy efficiency and renewable energy solutions, reduce energy waste, and boost access to affordable clean energy. 8 6 717 6 0 0 124078624 146610048 29890319 25262429 838264 2840339 9926284 204878 164733491 174917694 14675465 5132236 0 0 106709635 111522493 94680 125599 7967542 38535192 42232685 160014972 159013013 4718519 15904681 149471347 150110629 45698763 28798637 103772584 121311992 X TRANSFORM THE GLOBAL ENERGY SYSTEM TO SECURE A CLEAN, PROSPEROUS, ZERO-CARBON FUTURE FOR ALL. true true 51627268 2571790 14257979 Decarbonizing Key Sectors: Carbon-Free Buildings is revolutionizing energy usage in buildings in partnership with industry, governments, businesses, NGOs, financial institutions, and real estate decision makers. Together, we research, test, and drive solutions that reduce climate pollution, lower energy costs, enhance health and resilience, and ensure thermally comfortable buildings for all. Carbon-Free Electricity works with partners to create and scale solutions that advance decarbonization objectives while maintaining energy reliability, improving energy access, advancing equity outcomes, and securing a just transition. We support US utilities in climate-aligned planning, support China use of wind and solar to meet its growing electricity demand, and transform utility business models to support clean energy investment in the Global South. Climate-Aligned Industries engages with the public and private sectors to kick-start first-of-a-kind industrial projects that reduce emissions and accelerate the deployment of clean energy worldwide. With partners, we leverage "hubs" to complete first-mover commercial scale projects, encourage the build-out of green hydrogen, and accelerate carbon dioxide removal projects. Carbon-Free Transportation spearheads a rapid and equitable transition to a zero-emission transportation future globally through a whole-systems approach. We work with decision makers within all levels of government, businesses, and utilities to avoid unnecessary miles traveled, shift to more efficient modes, accelerate electrification of all vehicle types, and facilitate investment in affordable, future-ready EV infrastructure for all. 38179385 1352695 5597505 (SEE ON SCHEDULE O) 34280205 955192 4394616 Applying Powerful Market Catalysts: Catalytic Finance (previously The Climate Finance Access Network) helps developing countries secure and structure finance for climate investments, with a focus on Small Island Developing States (SIDS) and Least Developed Countries (LDCs) in Africa, Pacific Islands, and the Caribbean through our Climate Finance Access Network and other market interventions. Climate Intelligence makes emissions visible - improving access to timely, trustworthy data that can help drive climate-aligned decisions and transactions globally. Climate Finance partners with the finance community close the gaps in the financial sector that are currently preventing capital from flowing into decarbonization projects, particularly in hard-to-abate sectors by increasing both the supply and demand for climate capital and enabling capital to flow to underserved communities. The Energy Transition Academy is a leadership, capacity, and workforce development platform for energy leaders around the world. It offers tools and services to advance projects, programs, and policies that will empower communities across the Global South to tackle climate challenges, create jobs, and seize clean energy opportunities. Strategy Team maximizes RMI's impact by providing portfolio-level strategic insights and intelligence, both internally and externally, supporting strategic engagement with critical stakeholders, driving our organizational strategy planning process, and supporting Strategy Council decision making. Third Derivative guides and supports the climate tech entrepreneurs who are solving the world's toughest climate challenges, connecting them with a vast and diverse network of experts, corporate partners, and investors to help these startups go to market faster, advance climate tech innovation with their breakthrough ideas, achieve real climate impacts, and transform markets. 6933727 252558 1185760 Other RMI Initiatives: Influence Team: As an audience-first, multi-channel storytelling force, RMI leverages our cutting-edge research to move more audiences-including stakeholders, the media, and key decision-makers-to act. Through partnerships, strategic communications, and multi-channel storytelling we inform global leaders to adopt and spread the message of the accelerating energy transition. MiQ: MiQ is an independent methane emissions certification standard that aims to differentiate natural gas production by emissions intensity, creating incentives for the drastic reduction of methane emissions across the oil and gas sector by delivering a thriving market for independently certified gas. New Energy Industrial Strategy Center (NEIS): An initiative of RMI, the NEIS Center is designed to harness clean and advanced energy technologies as a driver of economic strength, national security, and innovation. 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Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 BENEFICIAL INTEREST HELD IN THE DENVER FOUNDATION - 39051 true Central America and the Caribbean 0 8 Program Services Carbon-Free Buildings; Carbon-Free Transportation; Catalytic Finance; CEO Team; Climate Aligned Industries; Development; Energy Transition Academy; Finance; Global South; Islands; People Team; Strategy Team; US Program 3167096 East Asia and the Pacific 1 43 Program Services Carbon-Free Electricity; Carbon-Free Transportation; Catalytic Finance; CEO Team; China; Climate Aligned Industries; Climate Intelligence; Development; Energy Transition Academy; Finance; Global South; India; Institute General; Influence Team; Islands; New Energy Industrial Strategy; Org Finance; People Team; SE Asia; Strategy Team; Third Derivative 10524379 Europe (Including Iceland and Greenland) 0 41 Program Services Africa; Carbon-Free Buildings; Carbon-Free Electricity; Carbon-Free Transportation; Catalytic Finance; CEO Team; China; Climate Aligned Industries; Climate Intelligence; Development; Energy Transition Academy; Finance; Global South; India; Institute General; Islands; Legal; New Energy Industrial Strategy; People Team; SE Asia; Strategic Operations; Strategy Team; Third Derivative; US Program 11440307 Middle East and North Africa 0 1 Program Services Catalytic Finance; CEO Team; Climate Aligned Industries; Development; Finance; Global South; India; Institute General; People Team; Strategy Team; Third Derivative 649195 North America (Canada & Mexico only) 0 13 Program Services Africa; Carbon-Free Buildings; Carbon-Free Electricity; Carbon-Free Transportation; Catalytic Finance; Climate Aligned Industries; Climate Intelligence; Development; Energy Transition Academy; Finance; India; Influence Team; Institute General; Islands; People Team; SE Asia; Strategy Team; Third Derivative; US Program 2770623 Russia and Neighboring States 0 0 Program Services Catalytic Finance; CEO Team; China; Climate Aligned Industries; Climate Intelligence; Development; Finance; Global South; Influence Team; Islands; People Team; SE Asia; Strategy Team Program services were all located in Azerbaijan relating to COP29, the 2024 United Nations Climate Change Conference 127666 South America 0 1 Program Services Carbon-Free Buildings; Carbon-Free Electricity; CEO Team; Climate Aligned Industries; Finance; Islands; People Team; Third Derivative; US Program 262581 South Asia 0 34 Program Services Africa; Carbon-Free Buildings; Carbon-Free Electricity; Carbon-Free Transportation; Catalytic Finance; CEO Team; China; Climate Aligned Industries; Climate Intelligence; Development; Energy Transition Academy; Finance; India; Influence Team; Institute General; Islands; People Team; SE Asia; Strategy Team; Third Derivative; US Program 5350794 Sub-Saharan Africa 0 9 Program Services Africa; Carbon-Free Transportation; Catalytic Finance; Climate Aligned Industries; Climate Intelligence; Energy Transition Academy; Global South; India; Influence Team; Islands; People Team; SE Asia; Strategy Team; Third Derivative; US Program 3107221 East Asia and the Pacific 0 0 Grant Making 770012 Europe (Including Iceland and Greenland) 0 0 Grant Making 658512 South Asia 0 0 Grant Making 567755 Sub-Saharan Africa 0 0 Grant Making 265879 1 150 0 0 1 150 39662020 0 39662020 Sub-Saharan Africa The Global South Program 84539 Wire Sub-Saharan Africa The Global South Program 85048 Wire Europe (Including Iceland and Greenland) The Global South Program 30000 Wire Sub-Saharan Africa The Global South Program 10000 Wire Sub-Saharan Africa The Global South Program 38233 Wire Sub-Saharan Africa The Global South Program 20000 Wire South Asia Carbon-Free Buildings 240200 Wire Sub-Saharan Africa Carbon-Free Transportation 10000 Wire East Asia and the Pacific Catalytic Finance 273750 Wire East Asia and the Pacific RMI China 337697 Wire Europe (Including Iceland and Greenland) Climate Aligned Industries 13512 Wire South Asia Climate Aligned Industries 12000 Wire East Asia and the Pacific Climate Intelligence 68000 Wire Europe (Including Iceland and Greenland) Climate-Aligned Finance 200000 Wire South Asia RMI India 160000 Wire South Asia RMI India 50000 Wire South Asia RMI India 80000 Wire South Asia RMI India 25555 Wire East Asia and the Pacific The Global South Program 90000 Wire Europe (Including Iceland and Greenland) Third Derivative 415000 Wire 10 10 false false false false false false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds RMI UTILIZES A RIGOROUS DUE DILIGENCE AND RISK ANALYSIS PROCESS WHICH INCLUDES A DETAILED QUESTIONNAIRE, INTERVIEWS, DATA VALIDATION, AND SCREENING THAT HELPS RMI TO ASSIGN POTENTIAL SUBRECIPIENTS A RISK RATING OF EITHER LOW, MEDIUM, OR HIGH. THIS RISK RATING INFORMS RMI OF THE APPROPRIATE LEVEL OF MONITORING NECESSARY FOR SUBRECIPIENTS IN ORDER TO ENSURE ALL RESOURCES ARE REACHING THEIR INTENDED TARGETS. 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THIS RISK RATING INFORMS RMI OF THE APPROPRIATE LEVEL OF MONITORING NECESSARY FOR SUBRECIPIENTS IN ORDER TO ENSURE ALL RESOURCES ARE REACHING THEIR INTENDED TARGETS. X X true true X X X X false true false false false false false true false JON CREYTS Chief Executive Officer 431393 0 172000 0 6461 0 150294 0 34763 0 794911 0 0 0 MARTHA PICKETT Board Co-Chair Through 4/25; General Counsel 334414 0 83081 0 3958 0 85491 0 24527 0 531471 0 0 0 OCTAVIO FUENTES Interim Chief Financial Officer 277131 0 66563 0 1050 0 71388 0 24067 0 440199 0 0 0 HEATHER MCCREERY Chief Financial Officer (END 01/25) 309043 0 77464 0 2592 0 15880 0 33963 0 438942 0 0 0 JENNIFER STOKES Chief Development Officer 258732 0 75600 0 1087 0 75491 0 21746 0 432656 0 0 0 LENA HANSEN Chief Strategy Officer 312573 0 77026 0 810 0 75293 0 20066 0 485768 0 0 0 JOSH HENRETIG Managing Director 306090 0 76158 0 810 0 78366 0 31563 0 492987 0 0 0 BRYAN FISHER Managing Director 303894 0 76519 0 1342 0 78368 0 33963 0 494086 0 0 0 LEIA GUCCIONE Managing Director 314604 0 76300 0 540 0 15642 0 424 0 407510 0 0 0 KYLIE ROGERS Chief People Officer 303095 0 77248 0 825 0 76750 0 38324 0 496242 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel DESCRIPTION OF FIRST-CLASS TRAVEL: AT CFO OR MANAGING DIRECTOR'S DISCRETION, AND IF APPLICABLE FUNDING ALLOWS, OFFICERS AND SOME HIGH-LEVEL EMPLOYEES WHO TRAVEL FREQUENTLY MAY BE REIMBURSED FOR BUSINESS CLASS TRAVEL. IN THE TAX YEAR, IF BUSINESS CLASS TRAVEL WAS NOT AVAILABLE, FIRST-CLASS TRAVEL WAS REIMBURSED. Schedule J, Part I, Line 1a Payments for business use of personal residence BUSINESS USE OF PERSONAL RESIDENCE: AMORY BLOCH LOVINS RENTED APPROXIMATELY 493 SQ FT OF HIS PERSONAL RESIDENCE FOR RMI TO HOST TOURS, MEETINGS AND OTHER EVENTS AS NEEDED. THE LEASE ENDED DECEMBER 2024. THE RENT WAS $493 PER MONTH. The amount paid was below market rate and designed simply for Lovins to cover the cost of cleaning and related disruption of the events held at his personal residence. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan ROCKY MOUNTAIN INSTITUTE ESTABLISHED A SECTION 457(F) DEFERRED COMPENSATION PLAN IN OCTOBER 2022. UNDER THE PLAN, THE BOARD OF TRUSTEES MAY APPROVE DISCRETIONARY CONTRIBUTIONS FOR CERTAIN EXECUTIVES. APPROVED AMOUNTS ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE AND VEST UPON THE EXECUTIVE COMPLETING THREE YEARS OF ACTIVE EMPLOYMENT FROM THE DATE OF GRANT. UPON VESTING, RMI IS OBLIGATED TO PAY THE APPROVED AMOUNT WITHIN 60 DAYS TO PARTICIPANTS WHO REMAIN EMPLOYED THROUGH THE VESTING DATE. Schedule J, Part I, Line 7 Non-fixed payments DESCRIPTION OF NON-FIXED PAYMENT: THE EMPLOYEES WERE PAID A PERFORMANCE BONUS AT THE DISCRETION OF MANAGEMENT. AMORY BLOCH LOVINSLovins Associates LLC DIRECTOR/TRUSTEE 134820 AMORY LOVINS IS A CURRENT TRUSTEE, COFOUNDER, CHAIRMAN EMERITUS AND THE FORMER CHIEF SCIENTIST. RMI PAID LOVINS ASSOCIATES $134,820 DURING FISCAL YEAR ENDING 6/30/2025 FOR CONSULTING AS AN INDEPENDENT CONTRACTOR false 22 3218946 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - The organization is reporting the number of contributions on Column B Form 990, Part III, Line 4b Scaling solutions around the world: Accelerates decarbonization of China's biggest carbon-producing sectors, offering in-depth technical expertise and solution-based implementation strategies to help reduce emissions and increase clean energy through innovative, market-based, and scalable solutions. The Global South Program works on the ground to accelerate the energy transition, with a focus on improving energy access, increasing clean energy supply, building capacity and supporting climate resilience in Sub-Saharan Africa, Southeast Asia, and islands nations in the Caribbean and the Pacific. RMI India supports the transformation of India's economy for a clean, thriving, and inclusive energy future to achieve a net-zero economy by 2070. The US Program raises the ambition and impact of US federal and state climate policy and aims to accelerate investments in communities and create tangible examples to show that ambitious climate goals are not only possible but are economically and socially advantageous. Form 990, Part III, Line 2 New program services New Energy Industrial Strategy Center (NEIS): An initiative of RMI, the NEIS Center is designed to harness clean and advanced energy technologies as a driver of economic strength, national security, and innovation. The launch of the NEIS Center supports RMI's mission while expanding into broader global work. Form 990, Part III, Line 3 Significant changes in program services The following programs were partially ceased and absorbed by other programs; Urban Transformation, Zetro Energy, and Energy Transition "Super Team" Form 990, Part III, Line 4d Description of other program services (Expenses $ 6,933,727 including grants of $ 252,558)(Revenue $ 1,185,760) Other RMI Initiatives: Influence Team: As an audience-first, multi-channel storytelling force, RMI leverages our cutting-edge research to move more audiences-including stakeholders, the media, and key decision-makers-to act. Through partnerships, strategic communications, and multi-channel storytelling we inform global leaders to adopt and spread the message of the accelerating energy transition. MiQ: MiQ is an independent methane emissions certification standard that aims to differentiate natural gas production by emissions intensity, creating incentives for the drastic reduction of methane emissions across the oil and gas sector by delivering a thriving market for independently certified gas. New Energy Industrial Strategy Center (NEIS): An initiative of RMI, the NEIS Center is designed to harness clean and advanced energy technologies as a driver of economic strength, national security, and innovation. The launch of the NEIS Center supports RMI's mission while expanding into broader global work. Form 990, Part VI, Line 15 Line 15a & 15b RMI HAS ENGAGED AN OUTSIDE COMPENSATION FIRM TO REVIEW COMPENSATION FOR ALL MANAGING DIRECTORS AND CHIEF OFFICERS, UPDATE BENCHMARKS, AND ENSURE COMPENSATION LEVELS ARE APPROPRIATELY COMPETITIVE. THIS REVIEW IS COMPLETED ANNUALLY IN JANUARY. RMI REGULARLY ENSURES NEW AND MODIFIED POSITIONS OF ALL LEVELS ARE APPROPRIATELY PRICED WITH REGARD TO SALARY AND BONUS, INCLUDING SENIOR LEVEL POSITIONS. THE PEOPLE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS ALL COMPENSATION PRACTICES, MARKET BENCHMARKS, AND VOTES ON FINAL COMPENSATION DECISIONS FOR ALL MANAGING DIRECTORS AND CHIEF OFFICERS. THE APPROVAL OF THE DECISION IS DOCUMENTED IN THE BOARD MEETING MINUTES AND THE DETAIL OF THE COMPENSATION CHANGES ARE DOCUMENTED IN THE HUMAN RESOURCES SYSTEM OF RECORD. Form 990, Part VI, Line 11b Review of form 990 by governing body RMI'S REVIEW PROCESS FOR THE 990 FORM BEGINS WITH A FORMAL REVIEW BY MANAGEMENT. AFTER MANAGEMENT REVIEW, THE 990 WILL BE DISTRIBUTED TO THE FULL BOARD PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy OFFICERS AND TRUSTEES ARE REQUIRED TO UPDATE AND SUBMIT A SIGNED STATEMENT ANNUALLY THAT DISCLOSES ANY RELATIONSHIPS OR SITUATIONS THAT MAY GIVE RISE TO AN ALLEGATION OF A CONFLICT OF INTEREST. ALL DISCLOSURES ARE REVIEWED BY THE GENERAL COUNSEL TO DETERMINE IF A CONFLICT EXISTS. IF A CONFLICT EXISTS APPROPRIATE ACTION IS TAKEN TO ADDRESS AND MANAGE THE CONFLICT. Form 990, Part VI, Line 19 Required documents available to the public RMI'S ARTICLES OF INCORPORATION ARE OF PUBLIC RECORD WITH THE COLORADO SECRETARY OF STATE. ANNUAL REPORTS, IRS FORM 990, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE RMI WEBSITE (WWW.RMI.ORG). COPIES OF ANY POLICY, INCLUDING BYLAWS, ARE AVAILABLE UPON REQUEST. Form 990, Part VII, Section A, Line 1a, Column (D) COMPENSATION PAID TO AMORY LOVINS AMORY LOVINS IS A CURRENT TRUSTEE AND THE FORMER CHIEF SCIENTIST. RMI PAID AMORY LOVINS $102,040 DURING CALENDAR YEAR 2024 FOR CONSULTING AS AN INDEPENDENT CONTRACTOR. Form 990, Part IX, Line 11g Other Fees Communications Consultant Fees - Total Expense: 1575269, Program Service Expense: 1466652, Management and General Expenses: 475, Fundraising Expenses: 108142; Payroll Fees - Total Expense: 914247, Program Service Expense: 75208, Management and General Expenses: 838039, Fundraising Expenses: 1000; Consultant Fees - Total Expense: 18171492, Program Service Expense: 16775424, Management and General Expenses: 1314109, Fundraising Expenses: 81959; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances BENEFICIAL INTEREST HELD IN THE DENVER FOUNDATION - 39051; Total - 39051; RMI INNOVATION CENTER LLC 2490 JUNCTION PLACE SUITE 200 BOULDER CO 80301 742244146 Ownership of Innovation Center in Basalt, CO CO 20630 12291358 N RMI INNOVATIONS LLC 2490 JUNCTION PLACE SUITE 200 BOULDER CO 80301 934576293 FURTHER MISSION CO 0 0 N ROCKY MOUNTAIN INSTITUTE INTERNATIONAL 2490 JUNCTION PLACE SUITE 200 BOULDER CO 80301 473919461 Supporting organization CO 501(c)(3) Type I ROCKY MOUNTAIN INSTITUTE true D3 COHORT 415 LLC 22830 TWO RIVERS ROAD BASALT CO 81621 852398611 INVESTMENT FUNDS CO SURGE PROTECTOR INC N/A JOLTSEED419 LLC 22830 TWO RIVERS ROAD BASALT CO 81621 871885037 INVESTMENT FUNDS CO SURGE PROTECTOR INC N/A SURGE PROTECTOR INC 22830 Two Rivers Road Basalt CO 81621 871884836 HOLDING COMPANY DE ROCKY MOUNTAIN INSTITUTE C Corporation 0 0 1 true false false false false false false false false false false false true false true true false false true false ROCKY MOUNTAIN INSTITUTE INTERNATIONAL R 10000000 CASH