CLEARPATH INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CLEARPATH INC (EIN 82-5026325)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-30
- IRS object ID
- 202423049349301852
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-30T10:49:09-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 825026325 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEARPATH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLEA | BusinessNameControlTxt |
| Phone | 2026701021 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 518 C ST NE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEREMY B HARRELL | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2026701021 | PhoneNum |
| Signature | 2024-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEREMY B HARRELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 518 C ST NE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,234,840 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CLEARPATH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2018 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 50 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,607,814 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,161,300 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,451 | PYInvestmentIncomeAmt |
| CY Investment Income | $62,478 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,386 | PYOtherRevenueAmt |
| CY Other Revenue | $11,062 | CYOtherRevenueAmt |
| PY Total Revenue | $12,615,651 | PYTotalRevenueAmt |
| CY Total Revenue | $11,234,840 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $289,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,115,725 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,420,447 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,902,718 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $422,312 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,822,636 | PYOtherExpensesAmt |
| CY Other Expenses | $4,548,458 | CYOtherExpensesAmt |
| PY Total Expenses | $10,532,083 | PYTotalExpensesAmt |
| CY Total Expenses | $12,566,901 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,083,568 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,332,061 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,677,194 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,553,931 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,743,428 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,951,727 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,933,766 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,602,204 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CLEARPATH'S MISSION IS TO ACCELERATE AMERICAN INNOVATION TO REDUCE GLOBAL ENERGY EMISSIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,209,543 | ExpenseAmt |
| Grant | $1,115,725 | GrantAmt |
| Desc | CLEARPATH'S MISSION IS TO ACCELERATE AMERICAN INNOVATION TO REDUCE GLOBAL ENERGY EMISSIONS. TO ADVANCE THAT MISSION, WE DEVELOP CUTTING-EDGE POLICY SOLUTIONS ON CLEAN ENERGY AND INDUSTRIAL INNOVATION. AN ENTREPRENEURIAL, STRATEGIC NONPROFIT, CLEARPATH COLLABORATES WITH PUBLIC AND PRIVATE SECTOR STAKEHOLDERS ON INNOVATIONS IN NUCLEAR ENERGY, CARBON CAPTURE, HYDROPOWER, NATURAL GAS, GEOTHERMAL, ENERGY STORAGE, AND HEAVY INDUSTRY TO ENABLE PRIVATE-SECTOR DEPLOYMENT OF CRITICAL TECHNOLOGIES. | Desc |
| Total Program Service Expenses | $10,209,543 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 50 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEREMY B HARRELL | PersonNm |
| Phone | 2029383786 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 518 C ST NE SUITE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| RICHARD J POWELL | |||||||
| CEO, TREAS, DIRECTOR, | 50.00 | Yes (X) | Yes (X) | $697,174 | $0 | $62,659 | |
| SLOANE M CARLOUGH | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICH THAU | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAM MAR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEREMY B HARRELL | |||||||
| CHIEF STRATEGY OFFICER | 50.00 | Yes (X) | $555,143 | $0 | $24,029 | ||
| LUCAS J BOLAR | |||||||
| CHIEF EXTERNAL AFFAIRS OFF | 50.00 | Yes (X) | $518,812 | $0 | $46,814 | ||
| ANDREA E STEINER | |||||||
| CHIEF OPERATING OFFICER | 50.00 | Yes (X) | $390,316 | $0 | $41,082 | ||
| CHRISTOPHER A TOMASSI | |||||||
| MANAGING DIRECTOR - GOVT | 50.00 | $494,068 | $0 | $35,806 | Yes (X) | ||
| JEFFREY A MOREHOUSE | |||||||
| MANAGING DIRECTOR - GOVT | 50.00 | $449,761 | $0 | $38,147 | Yes (X) | ||
| NICHOLAS R MCMURRAY | |||||||
| MANAGING DIRECTOR - PUBLIC | 50.00 | $335,665 | $0 | $29,509 | Yes (X) | ||
| COLLEEN K MOSS | |||||||
| SENIOR DIRECTOR - GOVT | 50.00 | $331,003 | $0 | $14,690 | Yes (X) | ||
| LANDON STEVENS | |||||||
| SENIOR PROGRAM DIR. | 50.00 | $233,605 | $0 | $24,046 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,005,547 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $316,782 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PILLSBURY WINTHROP SHAW PITTMAN LLP | |||||
| PO BOX 601240 | CHARLOTTE | NC | 28260 | POLICY/STRATEGY CONSULTING | $165,038 |
| ATLAS PUBLIC POLICY LLC | |||||
| 515 Q STREET NW UNIT 2 | WASHINGTON | DC | 20001 | ADVISORY SERVICES | $107,000 |
| JAMES CONNAUGHTON | |||||
| 225 COCONUT PALM ROAD | VERO BEACH | FL | 32963 | ADVISORY SERVICES | $106,137 |
| SOLAN STRATEGIES LLC | |||||
| 405 PONDVIEW LN | DAVIDSONVILLE | MD | 21035 | ADVISORY SERVICES | $100,215 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,320,009 | RelatedOrganizationsAmt |
| All Other Contributions | $9,841,291 | AllOtherContributionsAmt |
| Total Contributions | $11,161,300 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,478 | TotalRevenueColumnAmt |
| Exclusion | $62,478 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS | 900099 | $10,992 | $10,992 |
| GAIN/(LOSS) ON FX | 900099 | $70 | $70 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,062 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,234,840 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $73,540 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,115,725 | TotalAmt |
| Program Services | $1,115,725 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,336,028 | TotalAmt |
| Program Services | $1,600,274 | ProgramServicesAmt |
| Management And General | $537,821 | ManagementAndGeneralAmt |
| Fundraising | $197,933 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,790,205 | TotalAmt |
| Program Services | $3,116,978 | ProgramServicesAmt |
| Management And General | $495,314 | ManagementAndGeneralAmt |
| Fundraising | $177,913 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,651 | TotalAmt |
| Program Services | $125,855 | ProgramServicesAmt |
| Management And General | $12,615 | ManagementAndGeneralAmt |
| Fundraising | $3,181 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,027 | TotalAmt |
| Program Services | $225,634 | ProgramServicesAmt |
| Management And General | $37,381 | ManagementAndGeneralAmt |
| Fundraising | $14,012 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,807 | TotalAmt |
| Program Services | $277,106 | ProgramServicesAmt |
| Management And General | $59,214 | ManagementAndGeneralAmt |
| Fundraising | $21,487 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,426 | TotalAmt |
| Management And General | $65,426 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,206 | TotalAmt |
| Management And General | $124,206 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $687,782 | TotalAmt |
| Program Services | $578,116 | ProgramServicesAmt |
| Management And General | $109,666 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,829 | TotalAmt |
| Program Services | $60,829 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $603,106 | TotalAmt |
| Program Services | $542,467 | ProgramServicesAmt |
| Management And General | $60,639 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,520 | TotalAmt |
| Program Services | $168,768 | ProgramServicesAmt |
| Management And General | $18,752 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,494 | TotalAmt |
| Program Services | $213,025 | ProgramServicesAmt |
| Management And General | $78,683 | ManagementAndGeneralAmt |
| Fundraising | $7,786 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,294 | TotalAmt |
| Program Services | $365,666 | ProgramServicesAmt |
| Management And General | $40,628 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,305,763 | TotalAmt |
| Program Services | $1,305,763 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,235 | TotalAmt |
| Management And General | $105,235 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,454 | TotalAmt |
| Management And General | $10,454 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEMBERSHIPS | $200,813 | $200,813 | |
| RECRUITING | $123,682 | $78,940 | $44,742 |
| TRAINING AND EDUCATION | $110,166 | $92,827 | $17,339 |
| PAYROLL ADMIN FEES | $94,904 | $94,904 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,784 | TotalAmt |
| Program Services | $140,757 | ProgramServicesAmt |
| Management And General | $22,027 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,566,901 | TotalAmt |
| Program Services | $10,209,543 | ProgramServicesAmt |
| Management And General | $1,935,046 | ManagementAndGeneralAmt |
| Fundraising | $422,312 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,849,625 | BOYAmt |
| EOY | $2,939,822 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,966,817 | BOYAmt |
| EOY | $1,854,006 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,466 | BOYAmt |
| EOY | $313,847 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $991,143 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $299,027 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $722,678 | BOYAmt |
| EOY | $692,116 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,861,608 | BOYAmt |
| EOY | $1,754,140 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,677,194 | BOYAmt |
| EOY | $7,553,931 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,414,861 | BOYAmt |
| EOY | $764,098 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,328,567 | BOYAmt |
| EOY | $2,187,629 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,743,428 | BOYAmt |
| EOY | $2,951,727 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,298,714 | BOYAmt |
| EOY | $2,482,843 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,635,052 | BOYAmt |
| EOY | $2,119,361 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,933,766 | BOYAmt |
| EOY | $4,602,204 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,677,194 | BOYAmt |
| EOY | $7,553,931 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,332,061 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $499 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,432,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,061,935 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,216,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,607,814 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,161,300 | CurrentTaxYearAmt |
| Total | $46,479,549 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,432,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,061,935 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,216,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,607,814 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,161,300 | CurrentTaxYearAmt |
| Total | $46,479,549 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,024,160 | SubstantialContributorsTotAmt |
| Public Support Total170 | $30,455,389 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,999 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,389 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,451 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,478 | CurrentTaxYearAmt |
| Total | $75,236 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,944 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,386 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,062 | CurrentTaxYearAmt |
| Total | $47,934 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $46,602,719 | TotalSupportAmt |
| Public Support CY170 | 0.65350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54870 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, SHORT YEAR EXPLANATION: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION COMMENCED ACTIVITY APRIL 2018 THEREFORE, 2018 IS A SHORT-YEAR. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $857,968 | OtherCostOrOtherBasisAmt |
| Depreciation | $254,480 | DepreciationAmt |
| Book Value | $603,488 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $133,175 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,547 | DepreciationAmt |
| Book Value | $88,628 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $692,116 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $64,738 |
| RIGHT-OF-USE ASSET - OPERATING LEASE | $1,676,346 |
| RIGHT-OF-USE ASSET - FINANCING LEASE | $13,056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,754,140 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE | $2,174,527 |
| FINANCE LEASE | $13,102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,187,629 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $11,243,239 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $499 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $7,900 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $8,399 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,234,840 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,234,840 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,574,801 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $7,900 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $7,900 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,566,901 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,566,901 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| SCHWAB CHARITABLE | ||||||||
| 9800 SCHWAB WAY | LONE TREE | CO | 80124 | 311640316 | 501(C)(3) | $700,000 | $0 | INDUSTRIAL PROGRAM SUPPORT |
| CONSERVATIVE CLIMATE FOUNDATION INC | ||||||||
| 1090 VERMONT AVENUE NORTHWEST | WASHINGTON | DC | 20005 | 871881200 | 501(C)(3) | $214,225 | $0 | ANNUAL SUPPORT |
| THE TRUSTEES OF PRINCETON UNIVERSITY | ||||||||
| 701 CARNEGIE CENTER | PRINCETON | NJ | 08540 | 210634501 | 501(C)(3) | $100,000 | $0 | TO SUPPORT SCHOLARLY ACTIVITY IN THE GENERAL AREA OF ENERGY SYSTEMS ANALYSIS |
| UNITED STATES NUCLEAR INDUSTRY COUNCIL | ||||||||
| 1317 F STREET NW SUITE 300 | WASHINGTON | DC | 20004 | 201624075 | 501(C)(6) | $75,000 | $0 | NUCLEAR PROGRAM SUPPORT |
| THE WATERFALL FOUNDATION | ||||||||
| PO BOX 70049 | FAIRBANKS | AK | 99707 | 582442068 | 501(C)(3) | $26,500 | $0 | DONATION FOR CHARITY EVENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS SHOULD BE ACCOUNTED FOR THE IN BOARD-APPROVED BUDGET. IF INCLUDED IN THE BOARD-APPROVED BUDGET, GRANTS UNDER $5,000 CAN BE APPROVED BY INDIVIDUAL MEMBERS OF THE LEADERSHIP TEAM. GRANTS BETWEEN $5,000 AND $25,000 NEED TO BE APPROVED BY THE MAJORITY OF THE LEADERSHIP TEAM (INCLUDING CEO) AT BI-WEEKLY MEETINGS. GRANTS OVER $25,000 NEED TO BE BROUGHT TO A STRATEGY SESSION (MONTHLY) WHERE THE EXECUTIVE TEAM AND THE FOUNDER ARE PRESENT FOR APPROVAL. GRANTS OVER $25,000 HAVE A PROGRAM OUTLINE AND ARE MONITORED ON A REGULAR CADENCE THROUGHOUT THE YEAR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD J POWELL | ||||||||||||||
| CEO, TREAS, DIRECTOR, | $697,174 | $0 | $0 | $0 | $0 | $0 | $39,000 | $0 | $23,659 | $0 | $759,833 | $0 | $0 | $0 |
| JEREMY B HARRELL | ||||||||||||||
| CHIEF STRATEGY OFFICER | $409,121 | $0 | $146,022 | $0 | $0 | $0 | $22,440 | $0 | $1,589 | $0 | $579,172 | $0 | $0 | $0 |
| LUCAS J BOLAR | ||||||||||||||
| CHIEF EXTERNAL AFFAIRS OFF | $366,917 | $0 | $151,895 | $0 | $0 | $0 | $22,500 | $0 | $24,314 | $0 | $565,626 | $0 | $0 | $0 |
| CHRISTOPHER A TOMASSI | ||||||||||||||
| MANAGING DIRECTOR - GOVT | $380,764 | $0 | $113,304 | $0 | $0 | $0 | $24,703 | $0 | $11,103 | $0 | $529,874 | $0 | $0 | $0 |
| JEFFREY A MOREHOUSE | ||||||||||||||
| MANAGING DIRECTOR - GOVT | $337,494 | $0 | $112,267 | $0 | $0 | $0 | $16,500 | $0 | $21,647 | $0 | $487,908 | $0 | $0 | $0 |
| ANDREA E STEINER | ||||||||||||||
| CHIEF OPERATING OFFICER | $251,600 | $0 | $138,716 | $0 | $0 | $0 | $19,516 | $0 | $21,566 | $0 | $431,398 | $0 | $0 | $0 |
| NICHOLAS R MCMURRAY | ||||||||||||||
| MANAGING DIRECTOR - PUBLIC | $230,249 | $0 | $105,416 | $0 | $0 | $0 | $12,451 | $0 | $17,058 | $0 | $365,174 | $0 | $0 | $0 |
| COLLEEN K MOSS | ||||||||||||||
| SENIOR DIRECTOR - GOVT | $241,060 | $0 | $89,943 | $0 | $0 | $0 | $13,785 | $0 | $905 | $0 | $345,693 | $0 | $0 | $0 |
| LANDON STEVENS | ||||||||||||||
| SENIOR PROGRAM DIR. | $229,659 | $0 | $3,946 | $0 | $0 | $0 | $0 | $0 | $24,046 | $0 | $257,651 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | DURING 2023, THE FOLLOWING INDIVIDUALS RECEIVED PERFORMANCE BASED BONUS COMPENSATION: JEREMY B. HARRELL $ 146,022 LUCAS J. BOLAR $ 151,895 CHRISTOPHER A. TOMASSI $ 113,304 JEFFREY A. MOREHOUSE $ 112,267 ANDREA E. STEINER $ 138,716 NICHOLAS R. MCMURRAY $ 105,416 COLLEEN K. MOSS $ 89,943 LANDON STEVENS $ 3,946 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND THEN SENT TO THE EXECUTIVE DIRECTOR TO REVIEW. DURING A BOARD MEETING THE FORM 990 WAS THEN PROVIDED TO ALL THE GOVERNING BOARD MEMBERS FOR THEM TO VOTE ON THE APPROVAL OF THE FORM 990 PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED, READ, UNDERSTANDS AND WILL COMPLY WITH THE CONFLICT OF INTEREST POLICY. PRIOR TO ANY DECISION BY THE BOARD OF DIRECTORS, OR A COMMITTEE THEREOF, THE ORGANIZATION SPECIFICALLY PROVIDES NOTICE TO THE BOARD OF ALL VENDORS, CONTRACTORS, OR OTHER KNOWN ENTITIES THAT MAY DIRECTLY BENEFIT FROM A BOARD OR COMMITTEE ACTION. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON DISCLOSES THE EXISTENCE OF THE FINANCIAL INTEREST AND IS GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE LEAVES THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDES IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE LEAVES THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE, IF APPROPRIATE, APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE DETERMINES WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE DETERMINES BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT MAKES ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT INFORMS THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORDS THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PROCESS FOR DETERMINING COMPENSATION OF THE CORPORATION'S CHIEF EXECUTIVE OFFICER, EXECUTIVE DIRECTOR, OTHER OFFICERS OR KEY EMPLOYEES INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, USE OF COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE LAST COMPENSATION REVIEW TOOK PLACE IN 2019. |
| FORM 990, PART VI, SECTION C, LINE 19 | CLEARPATH MAKES ITS GOVERNING DOCUMENTS,CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2040 FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1355 GREENWOOD CLIFF DRIVE STE 400 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463891359 | EIN |
| Primary Activities | ACCELERATE AMERICA'S CLEAN ENERGY FUTURE WITH CONSERVATIVE SOLUTIONS | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| 2040 FOUNDATION | |
| C | $1,320,009 |
| 2040 FOUNDATION | |
| P | $915 |