2026-06-26T07:54:07-05:00 2025-09-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-10-01 042535767 THE UNION OF CONCERNED SCIENTISTS INC UNIO 6175475552 TWO BRATTLE SQUARE CAMBRIDGE MA 02138 HUMPHREYS MUNAI CHIEF FINANCE & ADMIN. OFFICER 6175475552 2026-06-23 1 1 CRAIG KLEIN P00734640 6178075000 2026-06-23 2024 2025-03-06 01:10:19Z GRETCHEN GOLDMAN TWO BRATTLE SQUARE CAMBRIDGE MA 02138 57165063 0 X WWW.UCS.ORG X 1973 DC THE UNION OF CONCERNED SCIENTISTS PUTS RIGOROUS, INDEPENDENT SCIENCE INTO ACTION, DEVELOPING SOLUTIONS AND ADVOCATING FOR A HEALTHY, SAFE, AND JUST FUTURE. 19 18 254 19 0 0 38229706 50823122 0 0 3641697 1246433 45475 3409927 41916878 55479482 683444 564584 0 0 33632319 35168847 479727 548312 2689448 15483823 13555710 50279313 49837453 -8362435 5642029 71499999 80759386 10686017 9131307 60813982 71628079 X THE UNION OF CONCERNED SCIENTISTS PUTS RIGOROUS, INDEPENDENT SCIENCE INTO ACTION, DEVELOPING SOLUTIONS AND ADVOCATING FOR A HEALTHY, SAFE, AND JUST FUTURE. 0 0 19005040 564584 THE CLIMATE AND CLEAN ENERGY PROGRAM WORKS TO LIMIT THE MAGNITUDE AND IMPACTS OF CLIMATE CHANGE, TO HELP COMMUNITIES BUILD RESILIENCE IN THE FACE OF UNAVOIDABLE CLIMATE IMPACTS, AND TO ACCELERATE A RAPID AND FAIR SHIFT IN THE WAY WE POWER OUR LIVES BY MODERNIZING OUR ELECTRICITY GRID SO IT CAN OPERATE RELIABLY WITH LARGE AMOUNTS OF RENEWABLE ENERGY. IN ADDITION, UCS WORKS TO MAKE SURE THE MAJOR FOSSIL FUEL COMPANIES FACE LEGAL, FINANCIAL, REPUTATIONAL, AND POLITICAL CONSEQUENCES FOR MISLEADING THE PUBLIC ABOUT CLIMATE SCIENCE AND SOLUTIONS. WE ADVANCE THESE EFFORTS BY COMBINING RIGOROUS SCIENTIFIC AND TECHNICAL ANALYSIS WITH ADVOCACY AND OUTREACH EFFORTS. 6497795 THE CLEAN TRANSPORTATION PROGRAM SEEKS TO ADVANCE AN AMBITIOUS AND FAIR CLEAN TRANSPORTATION AGENDA. WE ANALYZE ADVANCED VEHICLE TECHNOLOGIES, BIOFUELS, AND RELATED OIL-REDUCTION STRATEGIES, AND WORKING WITH A BROAD SET OF STAKEHOLDERS AND PARTNERS ADVOCATE FOR EFFECTIVE AND EQUITABLE TRANSPORTATION SOLUTIONS THAT CREATE NEW JOBS AND INDUSTRIES, SAVE CONSUMERS BILLIONS OF DOLLARS AT THE GAS PUMP, IMPROVE AIR QUALITY AND REDUCE GLOBAL WARMING. 5884339 GLOBAL SECURITY PROGRAM SEEKS TO BUILD A MORE SECURE AND EQUITABLE FUTURE BY REDUCING THE RISK OF A NUCLEAR WAR STARTING BY ACCIDENT OR MISCALCULATION, AND ULTIMATELY ELIMINATING THESE POTENTIALLY CIVILIZATION-ENDING WEAPONS. WE SERVE AS AN INDEPENDENT WATCHDOG ON A RANGE OF NUCLEAR AND WEAPONS ISSUES, COMBINING TECHNICAL ANALYSIS AND POLICY EXPERTISE TO REDUCE THE THREATS POSED BY NUCLEAR WEAPONS. 4571442 THE CENTER FOR SCIENCE AND DEMOCRACY WORKS FOR STRONG, INDEPENDENT PUBLIC SCIENCE, A ROBUST, TRANSPARENT DEMOCRACY, JUSTICE FOR OVERBURDENED COMMUNITIES, THE EFFECTIVE USE OF SCIENCE IN MAKING POLICY THAT SERVES THE COMMON GOOD, AND ADVOCATES FOR SCIENCE-BASED ELECTION AND REDISTRICTING RULE. THE CENTER PRODUCES ORIGINAL RESEARCH AND ANALYSIS AND BRINGS PEOPLE TOGETHER TO DISCUSS KEY ISSUES SUCH AS ENSURING PUBLIC ACCESS TO SCIENTIFIC INFORMATION, KEEPING SCIENCE FREE FROM DISTORTION AND MANIPULATION BY SPECIAL INTERESTS, AND PROMOTING MORE EFFECTIVE USE OF SCIENCE IN POLICY MAKING. 4470206 THE FOOD AND ENVIRONMENT PROGRAM WORKS TO SECURE A MORE RESILIENT AND JUST FOOD SYSTEM THAT MANAGES LAND IN A WAY THAT RELIABLY DELIVERS NUTRITIOUS FOOD, SAFE AND DIGNIFIED JOBS, HEALTHY ECOSYSTEMS AND CLIMATE SOLUTIONS. OUR SCIENCE AND ADVOCACY AIMS TO TRANSFORM THE FOOD SYSTEMS TO MAKE HEALTHY FOOD AVAILABLE TO ALL AND FOR FAIR TREATMENT OF FARMERS AND FARMWORKERS, WITHOUT DEPLETING FARMLANDS OR POLLUTING OUR COMMUNITIES. 3239292 THE WESTERN STATES PROGRAM HELPS DESIGN, INFORM AND SUPPORT MANY GROUNDBREAKING SCIENCE-BASED POLICIES TO ADDRESS CLIMATE CHANGE AND POLLUTION IN THE TRANSPORTATION, ENERGY, AND LAND-USE SECTORS IN CALIFORNIA AND IN OTHER US WESTERN STATES. THE PROGRAM COORDINATES AND COLLABORATES ACROSS ISSUES STATES IN THE WESTERN REGION TO CRAFT POLICIES AND STANDARDS THAT SERVE AS A MODEL FOR OTHER REGIONS, STATES, AND THE FEDERAL GOVERNMENT - AN APPROACH THAT MULTIPLIES POLICIES IN PUBLIC INTEREST. 319065 LEGISLATIVE - APPEARANCES BEFORE CONGRESSIONAL COMMITTEES, AS WELL AS MEETING WITH INDIVIDUAL CONGRESSMEN AND WRITING, PRINTING, AND MAILING OF LEGISLATIVE ALERTS TO UCS SPONSORS. 12600005 43987179 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 106 0 1 254 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X KRISTEN STONER 2023316949 TWO BRATTLE SQUARE CAMBRIDGE MA 02138 ANNE R KAPUSCINSKI BOARD CHAIR 5.00 X X 0 0 0 PETER A BRADFORD BOARD VICE CHAIR 1.00 X X 0 0 0 MARGO OGE BOARD SECRETARY 1.00 X X 0 0 0 MACKY MCCLEARY BOARD TREASURER 1.00 X X 0 0 0 ADELE SIMMONS BOARD MEMBER 1.00 X 0 0 0 LAURIE BURT BOARD MEMBER 1.00 X 0 0 0 STEVE FETTER BOARD MEMBER 1.00 X 0 0 0 RICHARD L GARWIN BOARD MEMBER (UNTIL 5/13/25) 1.00 X 0 0 0 ANDREW J GUNTHER BOARD MEMBER 1.00 X 0 0 0 GEOFFREY M HEAL BOARD MEMBER 1.00 X 0 0 0 BEN SANTER BOARD MEMBER 1.00 X 0 0 0 ELLYN R WEISS BOARD MEMBER 1.00 X 0 0 0 WILLIAM REILLY BOARD MEMBER 1.00 X 0 0 0 NANCY STEPHENS BOARD MEMBER 1.00 X 0 0 0 ZIA MIAN BOARD MEMBER 1.00 X 0 0 0 MAHZARIN BANAJI BOARD MEMBER 1.00 X 0 0 0 JAMES S HOYTE BOARD MEMBER 1.00 X 0 0 0 CAMARA PHYLLIS JONES BOARD MEMBER 1.00 X 0 0 0 KIM WADDELL ACTING PRESIDENT 40.00 X X 263593 0 9030 KYLE MENG BOARD MEMBER 1.00 X 0 0 0 HUMPHREYS MUNAI CHIEF FINANCE & ADMIN. OFFICER 40.00 X 238422 0 8149 PALLAVI PHARTIYAL VP, PROGRAMS, POLICY & ADVOCACY 40.00 X 265964 0 33573 MELISSA FINUCANE VP, SCIENCE & INNOVATION 40.00 X 242078 0 14509 JULIA KENT CHIEF DEVELOPMENT OFFICER 40.00 X 224975 0 20104 SUZANNE SHAW CHIEF COMMUNICATIONS OFFICER 40.00 X 228553 0 52954 JARASA MANGKORN KANOK CHIEF OF STRATEGIC PLANNING 32.00 X 182967 0 49380 ERIN BURGER CHIEF OF STAFF 40.00 X 167562 0 29155 SONJA SPEARS CHIEF JUSTICE & EQUITY OFFICER 40.00 X 227271 0 30681 CHITRA KUMAR MANAGING DIRECTOR, CLIMATE & ENERGY 40.00 X 221396 0 11563 JULIET CHRISTIAN SMITH PROGRAM DIRECTOR, WESTERN STATES 40.00 X 212565 0 20419 ADAM MARKHAM DEPUTY DIRECTOR, CLIMATE 40.00 X 184371 0 49606 JENNIFER JONES PROGRAM DIRECTOR, CENTER OF SCIENCE 40.00 X 189149 0 23589 TARA DROZDENIKO PROGRAM DIRECTOR, GLOBAL SECURITY 40.00 X 183599 0 50048 JOHANNA CHAO KREILICK FORMER PRESIDENT & CEO 40.00 X 324708 0 7968 OLUSETO ADEYEFA FORMER CHIEF PEOPLE OFFICER 40.00 X 115775 0 16514 3472948 0 427242 122 1 1 0 MISSION CRM LTD 102 5 RICHARD WAY SW CALGARY CA T3E 7M8 IMPLEMENTATION & CONFIGURATION 619575 M&R STRATEGIC SERVICES 1101 CONNECTICUT AVE NW WASHINGTON DC 20036 FUNDRAISING & MEMBER EDUCATION 223483 O'BRIEN-GARRET 1133 19TH STREET NW SUITE 300 WASHINGTON DC 20036 FUNDRAISING & MEMBER EDUCATION 204206 YOUR PART-TIME CONTROLLER LLC 1600 MARKET STREET SUITE 3425 PHILADELPHIA PA 19103 ACCOUNTING 124313 RICOH 300 EAGLEVIEW BLVD EXTON PA 19341 DATA CENTER WORK 113351 5 X 50823122 1465770 50823122 330123 330123 408 408 2601891 1685581 916310 916310 916310 EMPLOYEE RETENTION CREDIT 900099 3375234 3375234 MISC. 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THESE PROCEEDS REPRESENT A REFUNDABLE PAYROLL TAX CREDIT AND ARE INCLUDED IN MISCELLANEOUS REVENUE FOR FORM 990 REPORTING PURPOSES. THE ERTC IS NOT A GOVERNMENT GRANT OR CONTRACT AND DOES NOT REPRESENT FUNDING FOR PROGRAMMATIC ACTIVITIES. THE INCLUSION OF THIS AMOUNT IS CONSISTENT WITH IRS REPORTING INSTRUCTIONS FOR REFUNDABLE TAX CREDITS. THE ORGANIZATION DOES NOT ACCEPT GOVERNMENT GRANTS; HOWEVER, IT MAY FROM TIME TO TIME RECEIVE REFUNDABLE TAX CREDITS OR SIMILAR GOVERNMENT-ADMINISTERED RELIEF PROGRAM FUNDS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS 541,513 PART V, LINE 4: UCS USES THE INVESTMENT EARNINGS OF ITS ENDOWMENT FUNDS FOR THE PURPOSES DESIGNATED BY THE DONORS INCLUDING SCIENTIFIC RESEARCH, NEW INITIATIVES, ACTIVIST AND MEDIA OUTREACH. PART X, LINE 2: UCS IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THE FINANCIAL STATEMENTS. UCS HAS DETERMINED THAT ITS STATUS AS A TAX-EXEMPT ENTITY AND ITS DETERMINATIONS AS TO ITS INCOME BEING RELATED AND UNRELATED ARE NOT UNCERTAIN TAX POSITIONS WITHIN THE MEANING OF GENERALLY ACCEPTED ACCOUNTING PRINCIPLES FOR ITS OPEN TAX YEARS. UCS'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. 1 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 15000 0 0 0 0 0 0 15000 0 15000 SUB-SAHARAN AFRICA CORE SUPPORT - ENVIRONMENTAL RELATED PROGRAMS 15000 WIRE 0 1 0 0 0 0 0 0 0 PART I, LINE 2: UCS AWARDS GRANTS TO LIKE-MINDED ORGANIZATIONS THAT ARE TACKLING THE PLANET'S MOST PRESSING PROBLEMS. A MEMORANDUM OF UNDERSTANDING IS SIGNED BY EACH ORGANIZATION SPELLING OUT EACH PARTY'S ROLE AND RESPONSIBILITY. UCS RELIES ON THE GRANTEE'S SELF-REPORTING TO MONITOR EACH AGREEMENT. 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A MEMORANDUM OF UNDERSTANDING IS SIGNED BY EACH ORGANIZATION SPELLING OUT EACH PARTY'S ROLE AND RESPONSIBILITY. UCS RELIES ON THE GRANTEE'S SELF-REPORTING TO MONITOR EACH AGREEMENT. X X X X X 1 0 0 0 0 0 0 0 0 JOHANNA CHAO KREILICK FORMER PRESIDENT & CEO 71246 0 0 0 253462 0 4483 0 3485 0 332676 0 0 0 PALLAVI PHARTIYAL VP, PROGRAMS, POLICY & ADVOCACY 265622 0 0 0 342 0 21504 0 12069 0 299537 0 0 0 SUZANNE SHAW CHIEF COMMUNICATIONS OFFICER 227072 0 0 0 1481 0 18921 0 34033 0 281507 0 0 0 KIM WADDELL ACTING PRESIDENT 262381 0 0 0 1212 0 0 0 9030 0 272623 0 0 0 SONJA SPEARS CHIEF JUSTICE & EQUITY OFFICER 225837 0 0 0 1434 0 18400 0 12281 0 257952 0 0 0 MELISSA FINUCANE VP, SCIENCE & INNOVATION 241098 0 0 0 980 0 12800 0 1709 0 256587 0 0 0 HUMPHREYS MUNAI CHIEF FINANCE & ADMIN. OFFICER 237898 0 0 0 524 0 6400 0 1749 0 246571 0 0 0 JULIA KENT CHIEF DEVELOPMENT OFFICER 224759 0 0 0 216 0 4600 0 15504 0 245079 0 0 0 ADAM MARKHAM DEPUTY DIRECTOR, CLIMATE 182207 0 0 0 2164 0 15355 0 34251 0 233977 0 0 0 TARA DROZDENIKO PROGRAM DIRECTOR, GLOBAL SECURITY 183207 0 0 0 392 0 15355 0 34693 0 233647 0 0 0 JULIET CHRISTIAN SMITH PROGRAM DIRECTOR, WESTERN STATES 212309 0 0 0 256 0 17198 0 3221 0 232984 0 0 0 CHITRA KUMAR MANAGING DIRECTOR, CLIMATE & ENERGY 221088 0 0 0 308 0 10267 0 1296 0 232959 0 0 0 JARASA MANGKORN KANOK CHIEF OF STRATEGIC PLANNING 182625 0 0 0 342 0 15309 0 34071 0 232347 0 0 0 JENNIFER JONES PROGRAM DIRECTOR, CENTER OF SCIENCE 188757 0 0 0 392 0 11520 0 12069 0 212738 0 0 0 ERIN BURGER CHIEF OF STAFF 167418 0 0 0 144 0 13600 0 15555 0 196717 0 0 0 OLUSETO ADEYEFA FORMER CHIEF PEOPLE OFFICER 115654 0 0 0 121 0 9450 0 7064 0 132289 0 0 0 PART I, LINE 4A JOHANNA CHAO KREILICK, FORMER PRESIDENT AND CEO, RECEIVED SEVERANCE IN CALENDAR YEAR 2024. X 114 1465770 FAIR MARKET VALUE 0 0 1 0 SCHEDULE M, PART I, COLUMN (B): THE NUMBER IN SCHEDULE M, COLUMN (B) INDICATES THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED 990 IS REVIEWED AND DISCUSSED BY THE AUDIT COMMITTEE OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AFFECTED PERSONS (STAFF AND BOARD) COMPLETE AND SUBMIT THE CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS AT THE BEGINNING OF EACH FISCAL YEAR. THIS DOES NOT OBVIATE THE NEED TO DISCLOSE POTENTIAL CONFLICTS THAT MAY ARISE IN THE INTERIM. ALL FORMS ARE REVIEWED BY THE CHIEF FINANCE AND ADMINISTRATIVE OFFICER. ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE UCS PRESIDENT WHO DETERMINES WHETHER A CONFLICT EXISTS AND IS MATERIAL. IF A MATTER IS MATERIAL, THE PRESIDENT WILL BRING IT TO THE ATTENTION OF THE BOARD CHAIR. IF THE UCS PRESIDENT HAS THE CONFLICT, HE OR SHE WOULD DISCLOSE THE MATTER TO THE BOARD CHAIR DIRECTLY. DISCLOSURE INVOLVING BOARD MEMBERS IS MADE TO THE BOARD CHAIR (OR IF THE CONFLICT INVOLVES THE BOARD CHAIR, TO THE BOARD TREASURER) WHO BRINGS THESE MATTERS, IF MATERIAL, TO THE BOARD. THE BOARD DETERMINES WHETHER A CONFLICT EXISTS AND IS MATERIAL, AND IN THE PRESENCE OF AN EXISTING MATERIAL CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO UCS. FORM 990, PART VI, SECTION B, LINE 15 THE UCS POLICY IS THAT THE FINANCE COMMITTEE OF THE BOARD BE INFORMED OF THE PERFORMANCE BASED RECOMMENDATIONS FOR SALARY FOR KEY EMPLOYEES IN THE CONTEXT OF MARKET INFORMATION. THE PURPOSE OF THIS POLICY IS TO PROVIDE TRANSPARENCY AND COMPLIANCE WITH VARIOUS LEGAL STANDARDS FOR NON-PROFIT MANAGEMENT. THE PRESIDENT'S SALARY IS SET AFTER AN ANNUAL REVIEW, BY THE CHAIR OF THE BOARD IN CONSULTATION WITH THE TREASURER AND/OR OTHER BOARD MEMBERS, AS THE CHAIR SEES FIT. THE SALARIES OF OTHER KEY EMPLOYEES ARE SET, AFTER MANAGEMENT COMPENSATION AND SALARY STRUCTURE REVIEW. ALL SALARIES ARE SET IN THE CONTEXT OF MARKET INFORMATION AND PAY-FOR-POSITION SYSTEM. ALL SALARIES OF KEY EMPLOYEES ARE REVIEWED BY THE COMPENSATION FINANCE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE. THE PUBLIC CAN ALSO ACCESS THE FINANCIAL STATEMENTS THROUGH THE "CANDID" WEBSITE (HTTPS://WWW.CANDID.ORG). FORM 990, PART VIII, LINE 11A: THE AMOUNT REPORTED AS MISCELLANEOUS REVENUE FROM THE U.S. DEPARTMENT OF THE TREASURY REFLECTS PROCEEDS RECEIVED UNDER THE EMPLOYEE RETENTION TAX CREDIT (ERTC) PROGRAM. THE ERTC IS A PAYROLL TAX CREDIT ENACTED UNDER FEDERAL LAW TO SUPPORT EMPLOYEE RETENTION DURING THE COVID-19 PANDEMIC AND IS NOT A GOVERNMENT GRANT, CONTRACT, OR PROGRAMMATIC FUNDING. THE ORGANIZATION DOES NOT ACCEPT OR RECEIVE GOVERNMENT GRANTS FOR ITS PROGRAMMATIC ACTIVITIES. FORM 990, PART X - BOARD-DESIGNATED RESERVES: THE ORGANIZATION MAINTAINS BOARD-DESIGNATED RESERVES TO SUPPORT FINANCIAL STABILITY AND CONTINUITY OF OPERATIONS. THESE RESERVES ARE INTENDED AS A "RAINY DAY" FUND AND ARE NOT MAINTAINED FOR WEALTH ACCUMULATION. THE BOARD HAS ESTABLISHED A POLICY TO DRAW A MINIMUM OF 4.25% ANNUALLY FROM RESERVES TO SUPPORT OPERATIONS AND MAY AUTHORIZE ADDITIONAL STRATEGIC DRAWS WHEN APPROPRIATE TO ADDRESS TIMING OR VARIABILITY IN REVENUE. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS 541,513.