EARTH ADVANTAGE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EARTH ADVANTAGE INC (EIN 20-2587074)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202433169349302768
- 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 | 2024-11-11T10:56:42-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930900579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 SW SALMON ST STE 1100 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | 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 | 202587074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EARTH ADVANTAGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EART | BusinessNameControlTxt |
| Phone | 5039687160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 SW 1ST AVENUE 300 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL ARMSTRONG | PersonNm |
| Person Title | BOARD PRESIDENT | PersonTitleTxt |
| Phone | 5039687160 | PhoneNum |
| Signature | 2024-11-04 | 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 | SANG AHN | PreparerPersonNm |
| PTIN | P00540880 | PTIN |
| Phone | 5032270581 | 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 | DAVID HESLAM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 SW 1ST AVENUE 300 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,618,853 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EARTHADVANTAGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | EARTH ADVANTAGE IS FOCUSED ON ADVANCING A MORE INFORMED AND HUMANE HOUSING MARKET (SEE SCHEDULE O)EARTH ADVANTAGE IS FOCUSED ON ADVANCING A MORE INFORMED AND HUMANE HOUSING MARKET. WE WORK TO ENSURE THE US HOUSING MARKET RECOGNIZES THE ELEMENTS OF HOMES THAT CREATE CLIMATE RISK AND VALUES THE CHARACTERISTICS OF HOMES THAT PROVIDE CLIMATE SOLUTIONS. OUR TEAMS PARTNER WITH ENTITIES ACROSS THE COUNTRY TO DEVELOP TANGIBLE, SYSTEMIC SOLUTIONS FOR CLIMATE FRIENDLY HOUSING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 50 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $223,208 | PYContributionsGrantsAmt |
| CY Contributions Grants | $329,980 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,797,206 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,184,837 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,524 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,067 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $82,969 | CYOtherRevenueAmt |
| PY Total Revenue | $7,022,938 | PYTotalRevenueAmt |
| CY Total Revenue | $9,618,853 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,187,136 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,010,949 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,902,904 | PYOtherExpensesAmt |
| CY Other Expenses | $5,916,323 | CYOtherExpensesAmt |
| PY Total Expenses | $7,090,040 | PYTotalExpensesAmt |
| CY Total Expenses | $9,927,272 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$67,102 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$308,419 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,159,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,812,985 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,012,102 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,951,489 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,146,963 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,861,496 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O PAGE 1 | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,859,074 | ExpenseAmt |
| Revenue | $3,856,775 | RevenueAmt |
| Desc | THE PORTLAND CLEAN ENERGY FUND SELECTED EARTH ADVANTAGE TO LEAD IMPLEMENTATION OF ITS COOLING PORTLAND PROGRAM. THE GOAL IS TO HELP INCOME-LIMITED PORTLANDERS MAKE THEIR HOMES MORE ENERGY EFFICIENT AND PROVIDE ENERGY-EFFICIENT COOLING UNITS FOR USE DURING OUR INCREASINGLY HOT SUMMERS.EARTH ADVANTAGE WAS SELECTED BY THE OREGON DEPARTMENT OF ENERGY TO DELIVER THE COMMUNITY HEAT PUMP DEPLOYMENT PROGRAM. THE PROGRAM PROVIDES FUNDING FOR HEAT PUMPS FOR QUALIFYING EXISTING HOMES IN DEFINED ENVIRONMENTAL JUSTICE COMMUNITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,731,375 | ExpenseAmt |
| Revenue | $1,851,023 | RevenueAmt |
| Desc | HOME ENERGY LABELING: EARTH ADVANTAGE WORKS TO ESTABLISH BEST PRACTICES FOR ENERGY PERFORMANCE SCORING FOR NORTH AMERICA. EARTH ADVANTAGE PERFORMS CONSULTING SERVICES POLICY DEVELOPMENT, PROGRAM DESIGN, AND IMPLEMENTATION. THESE SERVICES INCLUDE THE INTEGRATION OF THESE HOME ENERGY RATINGS INTO DIFFERENT ENERGY EFFICIENCY PROGRAM DESIGNS.EARTH ADVANTAGE WAS SELECTED BY STOPWASTE TO DEPLOY THE BAY AREA HOME ENERGY SCORE PROGRAM ON BEHALF OF BAYREN. EARTH ADVANTAGE ALSO PARTNERS WITH THE CITY OF PORTLAND AND THE OREGON DEPARTMENT OF ENERGY, TO MANAGE THE AUTHORIZATION OF HOME ENERGY SCORE ASSESSORS AND MAINTAIN A LIST OF PROFESSIONALS WHO HAVE COMPLETED THE REQUIRED STEPS IN THE AUTHORIZATION PROCESS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,646,573 | ExpenseAmt |
| Revenue | $1,714,292 | RevenueAmt |
| Desc | EARTH ADVANTAGE CERTIFICATION STANDARDS ARE SOME OF THE OLDEST AND MOST RESPECTED GREEN HOME CERTIFICATIONS IN THE UNITED STATES. THEY RELY LARGELY ON FIELD INSPECTIONS TO VERIFY COMPLIANCE WITH GREEN BUILDING STANDARDS. EARTH ADVANTAGE OFFERS FIVE POSSIBLE LEVELS OF CERTIFICATION SILVER, GOLD AND PLATINUM, ZERO ENERGY READY AND ZERO ENERGY. THE MOST BASIC LEVEL ENSURES 10% IMPROVEMENT OVER CODE ON ENERGY PERFORMANCE. THE EARTH ADVANTAGE CERTIFICATION LEVELS DEPEND ON POINTS EARNED WITHIN FIVE PILLARS OF GREEN BUILDING PERFORMANCE AND ONSITE SOLAR PREPARATION AND INSTALLATION. EARTH ADVANTAGE STANDARDS ARE USED ON SINGLE- AND MULTI-FAMILY RESIDENCES. THE STANDARDS ARE USED TO GUIDE THE WORK OF BOTH NON-PROFIT AFFORDABLE HOUSING DEVELOPERS AND FOR-PROFIT HOUSING DEVELOPERS. (CONTINUED ON SCHEDULE O)MULTIPLE OREGON CITIES AND THE STATE UTILIZE THE EARTH ADVANTAGE STANDARDS AS QUALIFICATIONS FOR PROGRAMS AND ACCESS TO BENEFITS. EARTH ADVANTAGE ALSO CERTIFIES PROJECTS TO OTHER STANDARDS INCLUDING: LEED FOR HOMES, ENERGY STAR, PASSIVE HOUSE, EPA WATERSENSE, EPA INDOOR AIRPLUS, RESNET HERS INDEX, AND ENERGY TRUST ENERGY PERFORMANCE SCORE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,906,508 | ExpenseAmt |
| Revenue | $1,762,747 | RevenueAmt |
| Desc | EDUCATION: EARTH ADVANTAGE OFFERS EDUCATIONAL PROGRAMS THAT INCLUDE WORKFORCE DEVELOPMENT TRAINING FOR HISTORICALLY MARGINALIZED POPULATIONS AND TECHNICAL TRAINING FOR EXISTING PROFESSIONALS ACROSS THE CONSTRUCTION, REMODELING, AND REAL ESTATE INDUSTRIES. ADDITIONALLY, EARTH ADVANTAGE OFFERS PROFESSIONAL ACCREDITATION REGARDING GREEN BUILDING EXPERTISE FOR CONTRACTORS, DESIGNERS, REALTORS AND APPRAISERS IN SEVERAL STATES. GREEN BUILDING REGISTRY: THE GREEN BUILDING REGISTRY IS A SOFTWARE AS A SERVICE (SAAS) PLATFORM PROVIDING THE REAL ESTATE MARKET WITH VERIFIED GREEN HOME DATA. EARTH ADVANTAGE DEVELOPED THIS SOFTWARE IN ORDER TO ALLOW PUBLIC ACCESS TO GREEN HOME DATA AS WELL AS TO PROVIDE AN APPLICATION PROGRAMMING INTERFACE (API) TO REAL ESTATE MULTIPLE LISTING SERVICES FOR REAL-TIME DATA POPULATION OF REAL ESTATE LISTINGS. THE SOFTWARE ALLOWS ENERGY ASSESSORS TO PULL DATA FROM VERIFIED SOURCES LIKE THE U.S. DEPARTMENT OF ENERGY HOME ENERGY SCORE AND GENERATE STREAMLINED, MARKET-FACING HOME LABELS FOR USE BY HOME SELLERS, HOME BUYERS AND REAL ESTATE AND FINANCE PROFESSIONALS.RESEARCH AND POLICY CONSULTING: EARTH ADVANTAGE UNDERTAKES BUILDING SCIENCE RESEARCH ON BUILDING AND REMODELING BEST PRACTICES. THE ORGANIZATION WAS SELECTED BY THE NATIONAL RENEWABLE ENERGY LABORATORY (NREL) AS A RESIDENTIAL SUBJECT MATTER EXPERT ORGANIZATION AND SUPPORTS ONGOING RESEARCH PROJECT ACTIVITY. EARTH ADVANTAGE SUPPORTS BUILDING PERFORMANCE STANDARDS POLICY PROCESSES IN OREGON THROUGH A GRANT FROM THE US DEPARTMENT OF ENERGY'S BUILDING TECHNOLOGY OFFICE (BTO) RESILIENT AND EFFICIENT CODES IMPLEMENTATION (RECI) PROGRAM. ZERO COALITION: ZERO COALITION WAS ESTABLISHED IN 2017, TO ADDRESS THE NEED TO ADVANCE HOME CONSTRUCTION PRACTICES IN OREGON. EARTH ADVANTAGE GATHERED SEVERAL LIKE- MINDED NONPROFITS TO FORM THE ZERO ENERGY READY OREGON COALITION SPECIFICALLY FOCUSED ON ADVANCING OREGON BUILDING CODES IN ALIGNMENT WITH EXECUTIVE ORDER 17-20.IN ADDITION, EARTH ADVANTAGE WORKS IN PARTNERSHIP WITH CLEARESULT TO PROMOTE THE ENERGY TRUST OF OREGON RESIDENTIAL PROGRAM. EARTH ADVANTAGE ALSO SERVES AS THE FISCAL SPONSOR TO ENERCITY COLLABORATIVE, WHICH WAS ESTABLISHED TO EXTEND THE FINANCIAL, ENVIRONMENTAL, AND HEALTH BENEFITS OF A CLEAN ENERGY ECONOMY TO SPECIFIC COMMUNITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,906,508 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,762,747 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,143,530 | 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 | Yes (1) | 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 | 0 | 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 | Yes (1) | 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 | 0 | 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 | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID HESLAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5039687160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 SW 1ST AVENUE 300 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 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 |
|---|---|---|---|---|---|---|---|
| MICHAEL ARMSTRONG | |||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHELLE TANG | |||||||
| BOARD TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRIAN SIMMONS | |||||||
| BOARD SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHAD RUHOFF | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAT DANIELS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDY ABEEL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM TREADWELL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| QUISHA LIGHT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA BAKER | |||||||
| BOARD MEMBER (9/12/23-PRESENT) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HESLAM | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $186,852 | $0 | $6,041 | ||
| ANTHONY ROY | |||||||
| MANAGING DIRECTOR | 40.00 | $146,275 | $0 | $5,967 | Yes (X) | ||
| ERIK CATHCART | |||||||
| DIRECTOR OF TECHNOLOGY SERVICES | 40.00 | $122,375 | $0 | $5,486 | Yes (X) | ||
| REBECCA HEILIG | |||||||
| DIRECTOR OF CARBON FREE CONSTRUCTION | 40.00 | $114,668 | $0 | $7,756 | Yes (X) | ||
| MEG GARABRANDT | |||||||
| SENIOR MANAGER, REAL ESTATE SERVICES | 40.00 | $111,632 | $0 | $4,829 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $681,802 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $30,079 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORAVEC LABS LLC | |||||
| 329 NE COUCH ST APT 307 | PORTLAND | OR | 97232 | SOFTWARE CODING AND IT SUPPORT | $415,574 |
| ENERCITY COLLABORATIVE | |||||
| 151 SW 1ST AVE STE 300 | PORTLAND | OR | 97204 | CURRICULUM INSTRUCTION, MENTORING AND WO | $150,903 |
| RAIN SOFTWARE TECHNOLOGIES | |||||
| 38954 PROCTOR BLVD 235 | SANDY | OR | 97055 | SOFTWARE CODING AND IT SUPPORT | $136,976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $158,715 | GovernmentGrantsAmt |
| All Other Contributions | $171,265 | AllOtherContributionsAmt |
| Total Contributions | $329,980 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HEAT RESPONSE PROGRAM | 541900 | $3,856,775 | $3,856,775 |
| CERTIFICATION FEE | 541900 | $2,723,349 | $2,723,349 |
| RESEARCH AND EDUCATION CONTRACT F | 541900 | $1,792,737 | $1,792,737 |
| OTHER PROGRAM REVENUE | 541900 | $811,976 | $811,976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,184,837 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,067 | TotalRevenueColumnAmt |
| Exclusion | $21,067 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,000,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,000,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900003 | BusinessCd |
| Total Revenue Column | $82,969 | TotalRevenueColumnAmt |
| Exclusion | $82,969 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $82,969 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,618,853 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,184,837 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $104,036 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,893 | TotalAmt |
| Program Services | $163,673 | ProgramServicesAmt |
| Management And General | $29,220 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,172,778 | TotalAmt |
| Program Services | $2,692,151 | ProgramServicesAmt |
| Management And General | $480,627 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,055 | TotalAmt |
| Program Services | $57,746 | ProgramServicesAmt |
| Management And General | $10,309 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,775 | TotalAmt |
| Program Services | $280,668 | ProgramServicesAmt |
| Management And General | $50,107 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,448 | TotalAmt |
| Program Services | $209,115 | ProgramServicesAmt |
| Management And General | $37,333 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,970 | TotalAmt |
| Program Services | $24,321 | ProgramServicesAmt |
| Management And General | $649 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,907 | TotalAmt |
| Program Services | $33,026 | ProgramServicesAmt |
| Management And General | $881 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,304,383 | TotalAmt |
| Program Services | $3,218,556 | ProgramServicesAmt |
| Management And General | $85,827 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,076 | TotalAmt |
| Program Services | $26,850 | ProgramServicesAmt |
| Management And General | $9,226 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,684 | TotalAmt |
| Program Services | $215,409 | ProgramServicesAmt |
| Management And General | $32,275 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,343 | TotalAmt |
| Program Services | $40,269 | ProgramServicesAmt |
| Management And General | $1,074 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,176 | TotalAmt |
| Program Services | $105,100 | ProgramServicesAmt |
| Management And General | $15,076 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,749 | TotalAmt |
| Program Services | $59,861 | ProgramServicesAmt |
| Management And General | $9,888 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,500 | TotalAmt |
| Program Services | $27,034 | ProgramServicesAmt |
| Management And General | $4,466 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,590 | TotalAmt |
| Program Services | $45,084 | ProgramServicesAmt |
| Management And General | $1,506 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,789 | TotalAmt |
| Program Services | $44,511 | ProgramServicesAmt |
| Management And General | $15,278 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM COSTS | Desc |
| Total | $1,900,156 | TotalAmt |
| Program Services | $1,900,156 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,927,272 | TotalAmt |
| Program Services | $9,143,530 | ProgramServicesAmt |
| Management And General | $783,742 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,324 | BOYAmt |
| EOY | $511,460 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,165,972 | BOYAmt |
| EOY | $3,050,654 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $629,472 | BOYAmt |
| EOY | $1,061,056 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $25,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,865 | BOYAmt |
| EOY | $800,070 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,968 | BOYAmt |
| EOY | $75,560 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $637,460 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $461,456 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,077 | BOYAmt |
| EOY | $176,004 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $238,501 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,000 | BOYAmt |
| EOY | $265,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $684,387 | BOYAmt |
| EOY | $609,680 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,159,065 | BOYAmt |
| EOY | $6,812,985 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $455,892 | BOYAmt |
| EOY | $352,774 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,917 | BOYAmt |
| EOY | $493,305 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,553,293 | BOYAmt |
| EOY | $4,105,410 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,012,102 | BOYAmt |
| EOY | $4,951,489 | 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 | $2,146,963 | BOYAmt |
| EOY | $1,851,252 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,244 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,146,963 | BOYAmt |
| EOY | $1,861,496 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,159,065 | BOYAmt |
| EOY | $6,812,985 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$308,419 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $22,952 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144,368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $267,348 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $555,095 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $223,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $329,980 | CurrentTaxYearAmt |
| Total | $1,519,999 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,637,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,424,231 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,105,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,797,206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,184,837 | CurrentTaxYearAmt |
| Total | $24,148,848 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,781,464 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,691,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,660,573 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,020,414 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,514,817 | CurrentTaxYearAmt |
| Total | $25,668,847 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $25,668,847 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $103,188 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,515 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,466 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,524 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,067 | CurrentTaxYearAmt |
| Total | $267,760 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $103,188 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,515 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,466 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,524 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,067 | CurrentTaxYearAmt |
| Total | $267,760 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $549 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,858 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $82,969 | CurrentTaxYearAmt |
| Total | $90,381 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,887,657 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,791,643 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,705,897 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,022,938 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,618,853 | CurrentTaxYearAmt |
| Total | $26,026,988 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98620 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98200 | PublicSupportPY509Pct |
| Investment Income CY | 0.01030 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01740 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $119,856 | OtherCostOrOtherBasisAmt |
| Depreciation | $93,559 | DepreciationAmt |
| Book Value | $26,297 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $517,604 | OtherCostOrOtherBasisAmt |
| Depreciation | $367,897 | DepreciationAmt |
| Book Value | $149,707 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $176,004 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE RIGHT OF USE ASSET | Desc |
| Book Value | $609,680 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $609,680 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR OTHERS | $41,566 |
| OPERATING LEASE | $629,001 |
| ADVANCE ON GOVERNMENT GRANTS | $3,434,843 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,105,410 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,641,805 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $22,952 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $22,952 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,618,853 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,618,853 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,927,272 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,927,272 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,927,272 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID HESLAM | ||||||||||||||
| EXECUTIVE DIRECTOR | $172,602 | $0 | $14,250 | $0 | $0 | $0 | $6,041 | $0 | $0 | $0 | $192,893 | $0 | $0 | $0 |
| ANTHONY ROY | ||||||||||||||
| MANAGING DIRECTOR | $135,500 | $0 | $10,775 | $0 | $0 | $0 | $4,589 | $0 | $1,378 | $0 | $152,242 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | LONG-TERM DISABILITY INSURANCE IS PAID FOR BY EARTH ADVANTAGE. EMPLOYEES HAVE THE PREMIUMS DEDUCTED FROM THEIR GROSS PAY AND ARE REIMBURSED AT 125% (GROSS-UP). THE AVERAGE MONTHLY LTD REIMBURSEMENT IS $20. EMPLOYEES RECEIVE A HOME OFFICE STIPEND OF $0-$100 PER MONTH TO COVER INTERNET AND SUPPLY COSTS RELATED TO WORKING FROM HOME. THE AMOUNT OF THE STIPEND IS DEPENDANT ON WHETHER OR NOT THEIR JOB DESCRIPTION DUTIES AND LOCATION MAKE UTILIZATION OF THE PORTLAND OFFICE REASONABLE. |
| PART I, LINE 5 | COMMISSIONS ARE PAID TO INDIVIDUALS ON GROSS REVENUES RECEIVED FOR PROJECTS THEY MANAGE. |
| PART I, LINE 6 | YEAR END BONUSES TO STAFF ARE PAID BASED ON ACTUAL ORGANIZATIONAL FINANCIAL PERFORMANCE COMPARED TO BUDGET. THE YEAR END BONUS TO THE EXECUTIVE DIRECTOR IS BASED ON MEETING PREDETERMINED ORGANIZATIONAL GOALS. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAT DANIELS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | EARTH ADVANTAGE BOARD SECRETARY & EXECUTIVE DIRECTOR OF CONSTRUCTING HOPE | RelationshipDescriptionTxt |
| Transaction | $97,998 | TransactionAmt |
| Transaction | EARTH ADVANTAGE IS A SUBCONTRACTOR TO CONSTRUCTING HOPE ON A PROJECT FUNDED BY THE PORTLAND CLEAN ENERGY FUND (PCEF). | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | EARTH ADVANTAGE IS FOCUSED ON ADVANCING A MORE INFORMED AND HUMANE HOUSING MARKET. WE WORK TO ENSURE THE US HOUSING MARKET RECOGNIZES THE ELEMENTS OF HOMES THAT CREATE CLIMATE RISK AND VALUES THE CHARACTERISTICS OF HOMES THAT PROVIDE CLIMATE SOLUTIONS. TO ACCOMPLISH THIS GOAL, WE'VE IDENTIFIED FOUR KEY STRATEGIC PATHWAYS: 1. INCREASING THE AVAILABILITY OF CLIMATE-FRIENDLY HOMES. WE PROMOTE THE USE OF CREDIBLE, NATIONALLY ACCEPTED GREEN BUILDING CERTIFICATIONS, SCORES AND RATINGS THAT DOCUMENT A HOME'S CLIMATE AND HEALTH IMPACTS. THESE METRICS PROVIDE CLEAR HOME PERFORMANCE AND ENERGY EFFICIENCY BENCHMARKS FOR BUILDERS AND DEVELOPERS OF NEW HOMES. THEY ALSO LAY THE FOUNDATION FOR CITIES AND STATES TO CREATE POLICIES AIMED AT ADDRESSING THE IMPACTS OF EXISTING HOMES. 2. MAKING CLIMATE DATA TRANSPARENT AND ACCESSIBLE IN THE REAL ESTATE MARKET. PUBLICLY AVAILABLE INFORMATION ON A HOME'S ENERGY CONSUMPTION AND GREEN ATTRIBUTES ENSURES THOSE FEATURES CAN BE VALUED IN REAL ESTATE TRANSACTIONS. WHEN THE ENVIRONMENTAL ATTRIBUTES OF A HOME ARE ASSIGNED A MONETARY VALUE, THE MARKET CAN RESPOND RATIONALLY TO THE PRESENCE OF THOSE ATTRIBUTES. THE RESULT IS A POWERFUL, MARKET-BASED INCENTIVE THAT SUPPORTS INVESTMENTS IN BETTER ENVIRONMENTAL OUTCOMES. 3. HELPING DEVELOP A KNOWLEDGEABLE AND DIVERSE WORKFORCE TO BUILD, REMODEL AND SELL CLIMATE-FRIENDLY HOMES. A TRAINED WORKFORCE IS CRITICAL TO THE CREATION OF GREEN HOMES AND BUILDINGS, AS WELL AS INFLUENCING HOW THEY ARE VERIFIED, MARKETED, APPRAISED, SOLD AND FINANCED. 4. ADDRESSING CURRENT CLIMATE VULNERABILITIES THROUGH DIRECT SERVICES, ADVOCACY AND HOUSING REFORM. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS AND EXECUTIVE DIRECTOR WILL REVIEW AND COMMENT BEFORE THE 990 IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 15A | EACH YEAR THE BOARD DETERMINES PROGRESS OF THE EXECUTIVE DIRECTOR BASED ON PREDEFINED GOALS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FORM 990 IS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | SUB-CONTRACTOR: PROGRAM SERVICE EXPENSES 2,198,048. MANAGEMENT AND GENERAL EXPENSES 58,614. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,256,662. HES ASSESSOR PAYMENTS: PROGRAM SERVICE EXPENSES 1,014,643. MANAGEMENT AND GENERAL EXPENSES 27,057. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,041,700. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 5,865. MANAGEMENT AND GENERAL EXPENSES 156. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,021. |
| FORM 990, PART XII, LNE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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