ROCKY MOUNTAIN INSTITUTE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROCKY MOUNTAIN INSTITUTE (EIN 74-2244146)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202501349349310640
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T15:31:05+00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 South Tejon Suite 800 | AddressLine1Txt |
| City | Colorado Springs | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 809039848 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742244146 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rocky Mountain Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCK | BusinessNameControlTxt |
| Phone | 3032451003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2490 JUNCTION PLACE 200 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON CREYTS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3032451003 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Adam R Smith | PreparerPersonNm |
| PTIN | P00958966 | PTIN |
| Phone | 7194714290 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JON CREYTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2490 JUNCTION PLACE 200 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $173,373,751 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RMI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | We work with businesses, policymakers, and communities to scale energy efficiency and renewable energy solutions, reduce energy waste, and boost access to affordable clean energy. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 682 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $134,163 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $105,446,092 | PYContributionsGrantsAmt |
| CY Contributions Grants | $124,078,624 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,790,890 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,890,319 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,804,384 | PYInvestmentIncomeAmt |
| CY Investment Income | $838,264 | CYInvestmentIncomeAmt |
| PY Other Revenue | $355,302 | PYOtherRevenueAmt |
| CY Other Revenue | $9,926,284 | CYOtherRevenueAmt |
| PY Total Revenue | $139,396,668 | PYTotalRevenueAmt |
| CY Total Revenue | $164,733,491 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,697,316 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,675,465 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $95,659,198 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $106,709,635 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $21,780 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $94,680 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,934,646 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $36,778,724 | PYOtherExpensesAmt |
| CY Other Expenses | $38,535,192 | CYOtherExpensesAmt |
| PY Total Expenses | $141,157,018 | PYTotalExpensesAmt |
| CY Total Expenses | $160,014,972 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,760,350 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,718,519 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $140,735,486 | TotalAssetsBOYAmt |
| Total Assets EOY | $149,471,347 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $44,380,064 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,698,763 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $96,355,422 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $103,772,584 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | We work with businesses, policymakers, and communities to scale energy efficiency and renewable energy solutions, reduce energy waste, and boost access to affordable clean energy. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $51,471,713 | ExpenseAmt |
| Grant | $2,548,321 | GrantAmt |
| Revenue | $20,442,130 | RevenueAmt |
| Desc | DECARBONIZING KEY SECTORS: - RMI's BUILDINGS PROGRAM DRIVES A CLEAN ENERGY TRANSITION IN THE GLOBAL BUILDINGS SECTOR BY ADOPTING A WHOLE-SYSTEMS APPROACH. WE WORK TO ADVANCE CLEAN TECHNOLOGY IN THE GLOBAL BUILDING SECTOR THAT LOWERS HOUSING COST BURDENS AND IMPROVES HOUSING QUALITY, CREATING A SAFE AND HEALTHY BUILT ENVIRONMENT FOR ALL. - RMI's ELECTRICITY PROGRAM WORKS WITH PARTNERS TO CREATE AND SCALE SOLUTIONS THAT DEPLOY CLEAN ENERGY TECHNOLOGIES WHILE MAINTAINING ENERGY RELIABILITY, EXPANDING ENERGY ACCESS, AND IMPROVING AFFORDABILITY. WE SUPPORT US UTILITIES IN PLANNING, PROVIDE INDEPENDENT ANALYSIS ON CHINA'S USE OF WIND AND SOLAR TO MEET ITS GROWING ELECTRICITY DEMAND, AND TRANSFORM UTILITY BUSINESS MODELS TO SUPPORT CLEAN ENERGY INVESTMENT IN THE GLOBAL SOUTH. - RMI's TRANSPORTATION PROGRAM SPEARHEADS A RAPID AND EQUITABLE TRANSITION TO A CLEAN TRANSPORTATION FUTURE IN INDIA, CHINA, THE UNITED STATES, AND THE GLOBAL SOUTH. GLOBALLY, OUR WORK WILL ACCELERATE THE ELECTRIFICATION OF TWO- AND THREE-WHEELERS, TRUCKS, AND FACILITATE INVESTMENT IN EV INFRASTRUCTURE FOR ALL. - CLIMATE-ALIGNED INDUSTRIES ENGAGES WITH THE PUBLIC AND PRIVATE SECTORS TO KICK- START FIRST-OF-A-KIND INDUSTRIAL PROJECTS THAT ACCELERATE THE DEPLOYMENT OF CLEAN ENERGY WORLDWIDE FOR HEAVY INDUSTRY. WITH PARTNERS, WE LEVERAGE "HUBS" TO COMPLETE FIRST-MOVER COMMERCIAL SCALE PROJECTS, ENCOURAGE THE BUILD-OUT OF GREEN HYDROGEN, AND ACCELERATE CARBON DIOXIDE REMOVAL PROJECTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $37,159,980 | ExpenseAmt |
| Grant | $3,517,038 | GrantAmt |
| Revenue | $4,714,796 | RevenueAmt |
| Desc | SCALING SOLUTIONS AROUND THE WORLD: - RMI CHINA ACCELERATES DECARBONIZATION OF THE COUNTRY'S BIGGEST CARBON-PRODUCING SECTORS, OFFERING IN-DEPTH, INDEPENDENT TECHNICAL EXPERTISE AND SOLUTION-BASED IMPLEMENTATION STRATEGIES TO HELP CHINA REACH CLEAN ENERGY AND EMISSIONS REDUCTION TARGETS. - THE GLOBAL SOUTH PROGRAM WORKS ON THE GROUND TO ACCELERATE THE ENERGY TRANSITION, HELPING EMPOWER, CONNECT, AND ELEVATE VOICES IN AFRICA, SOUTHEAST ASIA, THE CARIBBEAN, AND BEYOND TO DEVELOP THE LABOR AND SKILLS NEEDED TO BE PART AND BENEFIT FROM THE ENERGY TRANSITION. - RMI INDIA SUPPORTS THE TRANSFORMATION OF INDIA'S ECONOMY FOR A CLEAN, THRIVING, AND INCLUSIVE ENERGY FUTURE, ALIGNED WITH THE COUNTRY'S BOLD AMBITION TO ACHIEVE A NET-ZERO ECONOMY BY 2070. - THE US PROGRAM RAISES THE AMBITION AND IMPACT OF US FEDERAL AND STATE CLIMATE POLICY, HELPING CREATE TANGIBLE EXAMPLES TO SHOW THAT MEASURES TO BOOST RENEWABLE ENERGY AND REDUCE ENERGY WASTE ARE NOT ONLY POSSIBLE BUT ARE ECONOMICALLY AND SOCIALLY ADVANTAGEOUS. - URBAN TRANSFORMATION HELPS CITIES IMPLEMENT AND ACT ON THEIR CLIMATE PLANS TO REDUCE EMISSIONS, ENHANCE LIVABILITY AND INCREASE RESILIENCE FOR ALL. - ENERGY TRANSITION "SUPER TEAM" BRINGS TOGETHER EXPERTS FROM ACROSS THE INSTITUTE TO DEVELOP INNOVATIVE AND INCLUSIVE FINANCIAL APPROACHES TO THE TRANSITION TO CLEAN ENERGY. THESE APPROACHES CAN MOBILIZE CAPITAL AND ALIGN STAKEHOLDERS FOR A FASTER ENERGY TRANSITION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $33,153,047 | ExpenseAmt |
| Grant | $2,368,491 | GrantAmt |
| Revenue | $3,301,932 | RevenueAmt |
| Desc | APPLYING POWERFUL MARKET CATALYSTS: - THE CLIMATE FINANCE ACCESS NETWORK HELPS DEVELOPING COUNTRIES SECURE AND STRUCTURE FINANCE FOR CLIMATE INVESTMENTS, WITH A FOCUS ON SMALL ISLAND DEVELOPING STATES (SIDS) AND LEAST DEVELOPED COUNTRIES (LDCS) IN AFRICA, THE PACIFIC ISLANDS, AND THE CARIBBEAN. - CLIMATE INTELLIGENCE MAKES EMISSIONS VISIBLE - IMPROVING ACCESS TO TIMELY, TRUSTWORTHY DATA THAT CAN HELP DRIVE CLIMATE-ALIGNED DECISIONS AND TRANSACTIONS GLOBALLY. - CLIMATE-ALIGNED FINANCE PARTNERS WITH THE FINANCE COMMUNITY TO BUILD THE INFRASTRUCTURE AND SOLUTIONS NECESSARY TO ALIGN THE GLOBAL FINANCE SECTOR'S ACTIONS WITH EQUITABLE, CONCRETE CARBON REDUCTION GOALS. WE SUPPORT EMERGING ECONOMIES AND DEVELOPING COUNTRIES TO BREAK DOWN ROADBLOCKS TO CLIMATE FINANCE, AND PROVIDE ANALYSIS TO MAXIMIZE US INVESTMENTS IN THE ENERGY TRANSITION. - THE ENERGY TRANSITION ACADEMY IS A LEADERSHIP, CAPACITY, AND WORKFORCE DEVELOPMENT PLATFORM FOR ENERGY LEADERS AROUND THE WORLD. IT OFFERS TOOLS AND SERVICES TO ADVANCE PROJECTS, PROGRAMS, AND POLICIES THAT WILL EMPOWER COMMUNITIES ACROSS THE GLOBAL SOUTH TO BOOST THEIR RESILIENCE TO CLIMATE HAZARDS AND SEIZE CLEAN ENERGY OPPORTUNITIES. - STRATEGY TEAM (FORMERLY PORTFOLIO IMPACT ACCELERATOR AND STRATEGIC ANALYSIS AND ENGAGEMENT) MAXIMIZES RMI'S IMPACT BY PROVIDING PORTFOLIO-LEVEL STRATEGIC INSIGHTS AND INTELLIGENCE, BOTH INTERNALLY AND EXTERNALLY, SUPPORTING STRATEGIC ENGAGEMENT WITH CRITICAL STAKEHOLDERS, DRIVING OUR ORGANIZATIONAL STRATEGY PLANNING PROCESS, AND SUPPORTING STRATEGY COUNCIL DECISION MAKING. - THIRD DERIVATIVE GUIDES AND SUPPORTS THE CLIMATE TECH ENTREPRENEURS WHO ARE DEVELOPING AND INNOVATING CUTTING-EDGE CLEAN TECH SOLUTIONS, CONNECTING THEM WITH A VAST AND DIVERSE NETWORK OF EXPERTS, CORPORATE PARTNERS, AND INVESTORS TO HELP THESE STARTUPS GO TO MARKET FASTER AND ADVANCE CLIMATE TECH INNOVATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,975,834 | ExpenseAmt |
| Grant | $6,241,615 | GrantAmt |
| Revenue | $1,431,679 | RevenueAmt |
| Desc | OTHER RMI INITIATIVES - INFLUENCE TEAM: AS AN AUDIENCE-FIRST, MULTI-CHANNEL STORYTELLING FORCE, RMI STRATEGICALLY COMMUNICATES TO ITS STAKEHOLDERS, THE MEDIA, AND KEY DECISION-MAKERS TO SHARE OUR TECHNICAL EXPERTISE AND INSPIRE THEM TO ACT ON SOLUTIONS. THROUGH PARTNERSHIPS, STRATEGIC COMMUNICATIONS, AND MULTI-CHANNEL STORYTELLING WE INFLUENCE GLOBAL LEADERS TO ADOPT AND SPREAD THE MESSAGE OF THE ACCELERATING ENERGY TRANSITION. - ZETRO ENERGY IS A UNIQUE SOFTWARE TOOL THAT HELPS SCALE AND DISSEMINATE ZERO- CARBON BUILDING PRACTICES, TECHNOLOGIES, BUSINESS MODELS, AND FINANCE REQUIREMENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $12,975,834 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $6,241,615 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,431,679 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $134,760,574 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 115 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 682 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | CO | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OCTAVIO FUENTES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3032451003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2490 JUNCTION PLACE SUITE 200 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD WHITE | ||||||||||
| BOARD CHAIR (END 12/23) | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JON CREYTS | ||||||||||
| CHIEF EXECUTIVE OFFICER | 40.0 | 1.0 | Yes (X) | Yes (X) | $549,360 | $0 | $52,291 | |||
| MARTHA C PICKETT | ||||||||||
| General Counsel & Co-Chair | 40.0 | 1.0 | Yes (X) | Yes (X) | $427,426 | $0 | $41,501 | |||
| SUMANT SINHA | ||||||||||
| BOARD CHAIR (BEGIN 01/24) | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| AMORY BLOCH LOVINS | ||||||||||
| TRUSTEE / CONTRACTOR | 1.0 | 0.0 | Yes (X) | $85,149 | $0 | $0 | ||||
| ANJALI BANSAL | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| AUDREY ZIBELMAN | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRYAN J HANNEGAN | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CATHERINE COLEMAN FLOWERS | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DENNIS V MCGINN | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DR WEI DING | ||||||||||
| TRUSTEE (END 12/23) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH ANN SALL | ||||||||||
| TRUSTEE (END 12/23) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ENKI TAN | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE POLK | ||||||||||
| TRUSTEE (END 12/23) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JESSICA UHL | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KANDEH YUMKELLA | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MA JUN | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARTHA BROOKS | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE DENNING | ||||||||||
| TRUSTEE (END 1/24) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TODD STERN | ||||||||||
| TRUSTEE (END 12/23) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| HEATHER MCCREERY | ||||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 1.0 | Yes (X) | $375,677 | $0 | $49,278 | ||||
| HEIDI JOHNSON | ||||||||||
| ASSISTANT SECRETARY | 40.0 | 0.0 | Yes (X) | $91,691 | $0 | $29,645 | ||||
| JENNIFER STOKES | ||||||||||
| CHIEF DEVELOPMENT OFFICER | 40.0 | 0.0 | $366,224 | $0 | $35,426 | Yes (X) | ||||
| KYLIE ROGERS | ||||||||||
| CHIEF PEOPLE OFFICER | 40.0 | 0.0 | $366,454 | $0 | $53,499 | Yes (X) | ||||
| BRYAN FISHER | ||||||||||
| MANAGING DIRECTOR | 40.0 | 0.0 | $370,586 | $0 | $47,878 | Yes (X) | ||||
| JOSH HENRETIG | ||||||||||
| MANAGING DIRECTOR | 40.0 | 0.0 | $368,826 | $0 | $47,814 | Yes (X) | ||||
| LEIA GUCCIONE | ||||||||||
| MANAGING DIRECTOR | 40.0 | 0.0 | $373,414 | $0 | $16,751 | Yes (X) | ||||
| LENA HANSEN | ||||||||||
| CHIEF STRATEGY OFFICER | 40.0 | 1.0 | $374,601 | $0 | $32,691 | Yes (X) | ||||
| RUSHAD NANVATTY | ||||||||||
| MANAGING DIRECTOR | 40.0 | 0.0 | $386,250 | $0 | $16,073 | Yes (X) | ||||
| JULES KORTENHORST | ||||||||||
| CEO (END 1/2023) | 40.0 | 1.0 | $282,318 | $0 | $1,633 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,417,976 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $424,480 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 284 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Weatherproofing Technologies Inc | |||||
| 3735 Green Road | Beachwood | OH | 44122 | ARCHITECT AND RESTORATION | $1,225,114 |
| TopBloc LLC | |||||
| 600 W Chicago Ave | Chicago | IL | 60654 | SOFTWARE CONSULTING | $852,731 |
| Managed Solution | |||||
| 2150 W Washington St Suite 402 | San Diego | CA | 92110 | INFORMATION TECHNOLOGY | $745,766 |
| Neoteric Energy and Climate LLC | |||||
| 1717 N St NW STE 1 | Washington | DC | 20036 | CONSULTING | $435,840 |
| California Clean Energy Fund | |||||
| 436 14th St Suite 1220 | Oakland | CA | 94612 | PROGRAM ADVISORY SERVICES | $382,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 42 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $5,300,858 | GovernmentGrantsAmt |
| All Other Contributions | $118,777,766 | AllOtherContributionsAmt |
| Noncash Contributions | $3,433,238 | NoncashContributionsAmt |
| Total Contributions | $124,078,624 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONSULTING FEES | 541610 | $20,379,000 | $20,379,000 |
| MEMBERSHIP DUES | 541610 | $3,846,899 | $3,846,899 |
| GOVERNMENT & MULTILATERAL CONSULTING | 541610 | $5,644,184 | $5,644,184 |
| PROGRAM EVENT REVENUE | 541610 | $20,236 | $20,236 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,890,319 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,623,630 | TotalRevenueColumnAmt |
| Exclusion | $1,623,630 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $866 | TotalRevenueColumnAmt |
| Exclusion | $866 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,805 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,805 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,805 | TotalRevenueColumnAmt |
| Exclusion | $21,805 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,854,894 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,640,260 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$785,366 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$785,366 | TotalRevenueColumnAmt |
| Exclusion | -$785,366 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| EQUITY INVESTMENT DISTRIBUTION | 900099 | $9,769,232 | $9,769,232 | ||
| OTHER INCOME | 541610 | $134,381 | $218 | $134,163 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,903,613 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $164,733,491 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,890,537 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $134,163 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,630,167 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,843,587 | TotalAmt |
| Program Services | $9,843,587 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,831,878 | TotalAmt |
| Program Services | $4,831,878 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,641,548 | TotalAmt |
| Program Services | $247,996 | ProgramServicesAmt |
| Management And General | $1,980,270 | ManagementAndGeneralAmt |
| Fundraising | $413,282 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,217,571 | TotalAmt |
| Program Services | $71,487,050 | ProgramServicesAmt |
| Management And General | $8,479,150 | ManagementAndGeneralAmt |
| Fundraising | $4,251,371 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,440,222 | TotalAmt |
| Program Services | $2,881,585 | ProgramServicesAmt |
| Management And General | $403,910 | ManagementAndGeneralAmt |
| Fundraising | $154,727 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,301,996 | TotalAmt |
| Program Services | $7,745,616 | ProgramServicesAmt |
| Management And General | $1,126,678 | ManagementAndGeneralAmt |
| Fundraising | $429,702 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,108,298 | TotalAmt |
| Program Services | $5,824,004 | ProgramServicesAmt |
| Management And General | $945,731 | ManagementAndGeneralAmt |
| Fundraising | $338,563 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694,220 | TotalAmt |
| Program Services | $550,895 | ProgramServicesAmt |
| Management And General | $136,630 | ManagementAndGeneralAmt |
| Fundraising | $6,695 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,762 | TotalAmt |
| Management And General | $336,762 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,680 | TotalAmt |
| Fundraising | $94,680 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,510 | TotalAmt |
| Management And General | $128,510 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,952,446 | TotalAmt |
| Program Services | $15,752,230 | ProgramServicesAmt |
| Management And General | $1,990,673 | ManagementAndGeneralAmt |
| Fundraising | $209,543 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,014 | TotalAmt |
| Program Services | $225,398 | ProgramServicesAmt |
| Management And General | $60,835 | ManagementAndGeneralAmt |
| Fundraising | $109,781 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,080,714 | TotalAmt |
| Program Services | $3,266,657 | ProgramServicesAmt |
| Management And General | $578,334 | ManagementAndGeneralAmt |
| Fundraising | $235,723 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,754,236 | TotalAmt |
| Program Services | $3,091,927 | ProgramServicesAmt |
| Management And General | $487,916 | ManagementAndGeneralAmt |
| Fundraising | $174,393 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,968,491 | TotalAmt |
| Program Services | $4,914,407 | ProgramServicesAmt |
| Management And General | $795,597 | ManagementAndGeneralAmt |
| Fundraising | $258,487 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533,293 | TotalAmt |
| Program Services | $402,315 | ProgramServicesAmt |
| Management And General | $28,298 | ManagementAndGeneralAmt |
| Fundraising | $102,680 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,371 | TotalAmt |
| Management And General | $330,371 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,098,454 | TotalAmt |
| Program Services | $904,669 | ProgramServicesAmt |
| Management And General | $142,759 | ManagementAndGeneralAmt |
| Fundraising | $51,026 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,753 | TotalAmt |
| Program Services | $218,870 | ProgramServicesAmt |
| Management And General | $34,538 | ManagementAndGeneralAmt |
| Fundraising | $12,345 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEMBERSHIPS AND SUBSCRIPTION | $1,553,359 | $1,365,136 | $148,769 | $39,454 |
| FOREIGN CURRENCY ADJUSTMENT | $300,231 | $292,387 | $1,997 | $5,847 |
| BAD DEBT | $102,959 | $62,471 | $40,488 | |
| TAXES | $14,107 | $684 | $13,423 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,025,272 | TotalAmt |
| Program Services | $850,812 | ProgramServicesAmt |
| Management And General | $128,113 | ManagementAndGeneralAmt |
| Fundraising | $46,347 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,014,972 | TotalAmt |
| Program Services | $134,760,574 | ProgramServicesAmt |
| Management And General | $18,319,752 | ManagementAndGeneralAmt |
| Fundraising | $6,934,646 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,703,464 | BOYAmt |
| EOY | $28,523,780 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,057,075 | BOYAmt |
| EOY | $25,984,489 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,259,308 | BOYAmt |
| EOY | $11,929,081 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,203,750 | BOYAmt |
| EOY | $2,123,288 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,951,256 | BOYAmt |
| EOY | $4,612,182 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,915,123 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,706,090 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,456,779 | BOYAmt |
| EOY | $14,209,033 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,827,158 | BOYAmt |
| EOY | $25,716,534 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,755,253 | BOYAmt |
| EOY | $15,993,953 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,521,443 | BOYAmt |
| EOY | $20,379,007 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,735,486 | BOYAmt |
| EOY | $149,471,347 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,689,326 | BOYAmt |
| EOY | $16,693,930 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,656,337 | BOYAmt |
| EOY | $3,089,951 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,367,990 | BOYAmt |
| EOY | $6,259,800 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,666,411 | BOYAmt |
| EOY | $19,655,082 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,380,064 | BOYAmt |
| EOY | $45,698,763 | 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 | $32,273,805 | BOYAmt |
| EOY | $36,341,680 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,081,617 | BOYAmt |
| EOY | $67,430,904 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,355,422 | BOYAmt |
| EOY | $103,772,584 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,735,486 | BOYAmt |
| EOY | $149,471,347 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,718,519 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,644,436 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $54,207 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $51,847,182 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,226,279 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,127,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,446,042 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,078,624 | CurrentTaxYearAmt |
| Total | $474,726,085 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,847,182 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,226,279 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,127,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,446,042 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,078,624 | CurrentTaxYearAmt |
| Total | $474,726,085 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $96,143,867 | SubstantialContributorsTotAmt |
| Public Support Total170 | $378,582,218 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $278,798 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $476,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $835,842 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,646,260 | CurrentTaxYearAmt |
| Total | $3,331,379 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $3,185 | CurrentTaxYearMinus1YearAmt |
| Total | $3,185 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $478,060,649 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $104,147,446 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7919 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7849 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,707 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,707 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $159,842,686 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $159,858,393 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $8,333 | CurrentYearMinus3Amt |
| Current Year Minus2 | $91,017 | CurrentYearMinus2Amt |
| Current Year Minus1 | $27,946 | CurrentYearMinus1Amt |
| Current Year | $15,707 | CurrentYearAmt |
| Total | $143,003 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $286 | CurrentYearMinus3Amt |
| Current Year Minus2 | $4,601 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,535 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $6,422 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,094,378 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $108,109 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,390 | OtherExpendituresAmt |
| Administrative Expenses | $14,981 | AdministrativeExpensesAmt |
| End Year Balance | $1,162,116 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,082,899 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $38,326 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,916 | OtherExpendituresAmt |
| Administrative Expenses | $13,931 | AdministrativeExpensesAmt |
| End Year Balance | $1,094,378 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,182,829 | BeginningYearBalanceAmt |
| Contributions | $1,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$86,931 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $14,499 | AdministrativeExpensesAmt |
| End Year Balance | $1,082,899 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,019,498 | BeginningYearBalanceAmt |
| Contributions | $127 | ContributionsAmt |
| Investment Earnings Or Losses | $198,602 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,879 | OtherExpendituresAmt |
| Administrative Expenses | $14,519 | AdministrativeExpensesAmt |
| End Year Balance | $1,182,829 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,006,401 | BeginningYearBalanceAmt |
| Contributions | $4,350 | ContributionsAmt |
| Investment Earnings Or Losses | $42,082 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,574 | OtherExpendituresAmt |
| Administrative Expenses | $12,761 | AdministrativeExpensesAmt |
| End Year Balance | $1,019,498 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.8048 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.1952 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,127,876 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,434,047 | DepreciationAmt |
| Book Value | $12,693,829 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $166,286 | OtherCostOrOtherBasisAmt |
| Depreciation | $142,755 | DepreciationAmt |
| Book Value | $23,531 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,520,961 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,029,288 | DepreciationAmt |
| Book Value | $1,491,673 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $100,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $100,000 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,209,033 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIXED INCOME INVESTMENT | Desc |
| Book Value | $15,993,953 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,993,953 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTERCOMPANY RECEIVABLES | $13,800 |
| SECURITY DEPOSITS | $631,822 |
| INTEREST IN DENVER FOUNDATION | $528,663 |
| CRYPTOCURRENCY | $27,232 |
| RIGHT OF USE ASSET | $19,177,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $20,379,007 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITIES | $19,650,414 |
| DUE TO RELATED PARTY | $4,668 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,655,082 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $166,546,763 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,644,436 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $204,539 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $54,207 | OtherRevenueAmt |
| Revenue Not Reported | $2,903,182 | RevenueNotReportedAmt |
| Revenue Subtotal | $163,643,581 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $128,510 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $961,400 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,089,910 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $164,733,491 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $159,129,601 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $204,539 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $204,539 | ExpensesNotReportedAmt |
| Expenses Subtotal | $158,925,062 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $128,510 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $961,400 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,089,910 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $160,014,972 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | ENDOWMENT FUNDS ARE USED TO PROVIDE RMI INTERNSHIPS. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | BENEFICIAL INTEREST HELD IN THE DENVER FOUNDATION - 54207 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Grants to related organization - 961400 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | Grants to related organization - 961400 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 9 | Program Services | Carbon-Free Buildings, Carbon-Free Transportation, Climate Aligned Industries, Climate Finance Access Network, Energy Transition Academy, Global South, India, Islands, Strategy Team (Including Management Services) | $2,120,460 |
| East Asia and the Pacific | 1 | 43 | Program Services | Carbon-Free Buildings, Carbon-Free Electricity, Carbon-Free Transportation, China, Climate Aligned Industries, Climate Finance Access Network, Climate Intelligence, Climate Aligned Finance, Global South, India, Influence Team, Islands, SE Asia, Super Team, Third Derivative (Including Management and Fundraising Services) | $10,097,908 |
| Europe (Including Iceland and Greenland) | 0 | 42 | Program Services | Africa, Carbon-Free Buildings, Carbon-Free Electricity, Carbon-Free Transportation, China, Climate Aligned Industries, Climate Finance Access Network, Climate Intelligence, Energy Transition Academy, Climate Aligned Finance, Global South, India, Influence Team, Islands, Strategy Team, Super Team, Third Derivative, US (Including Management and Fundraising Services) | $10,039,960 |
| Middle East and North Africa | 0 | 1 | Program Services | Climate Aligned Industries, Climate Finance Access Network, Climate Intelligence, Climate Aligned Finance, Global South, Influence Team, Strategy Team, Third Derivative (Including Management and Fundraising Services) | $673,270 |
| North America (Canada & Mexico only) | 0 | 14 | Program Services | Africa, Carbon-Free Buildings, Carbon-Free Electricity, Carbon-Free Transportation, Climate Aligned Industries, Climate Finance Access Network, Climate Intelligence, Energy Transition Academy, Climate Aligned Finance, Global South, Influence Team, MiQ Foundation, SE Asia, Strategy Team, Third Derivative, US (Including Management Services) | $2,621,016 |
| South America | 0 | 0 | Program Services | Carbon-Free Buildings, Climate Aligned Industries, Climate Intelligence, Islands, Super Team, US (Including Management Services) | $54,834 |
| South Asia | 0 | 26 | Program Services | Carbon-Free Buildings, Carbon-Free Transportation, China, Climate Aligned Industries, Climate Finance Access Network, Climate Intelligence, Global South, India, Influence Team, Islands, SE Asia, Third Derivative, Zetro Energy (Including Management and Fundraising Services) | $2,551,959 |
| Sub-Saharan Africa | 0 | 9 | Program Services | Africa, Carbon-Free Transportation, Climate Aligned Industries, Climate Finance Access Network, Climate Intelligence, Energy Transition Academy, Global South, Influence Team, Islands, SE Asia, Super Team, Third Derivative, (Including Management and Fundraising Services) | $2,986,870 |
| East Asia and the Pacific | 0 | 0 | Grant Making | $1,546,156 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grant Making | $1,263,592 | |
| North America (Canada & Mexico only) | 0 | 0 | Grantmaking | $57,197 | |
| South Asia | 0 | 0 | Grant Making | $345,228 | |
| Sub-Saharan Africa | 0 | 0 | Grant Making | $570,112 | |
| South Asia | 0 | 0 | Grant Making | $1,049,593 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 144 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 144 | TotalEmployeeCnt |
| Subtotal Spent | $35,978,155 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $35,978,155 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (23 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | CLIMATE-ALIGNED FINANCE | $200,000 | WIRE |
| East Asia and the Pacific | THE GLOBAL SOUTH PROGRAM | $135,000 | WIRE |
| Sub-Saharan Africa | THE GLOBAL SOUTH PROGRAM | $126,808 | WIRE |
| South Asia | CARBON-FREE BUILDINGS | $150,000 | WIRE |
| South Asia | RMI INDIA | $140,378 | WIRE |
| Europe (Including Iceland and Greenland) | THE GLOBAL SOUTH PROGRAM | $44,305 | WIRE |
| Sub-Saharan Africa | THE GLOBAL SOUTH PROGRAM | $322,120 | WIRE |
| Europe (Including Iceland and Greenland) | THE GLOBAL SOUTH PROGRAM | $54,287 | WIRE |
| East Asia and the Pacific | THE CLIMATE FINANCE ACCESS NETWORK | $325,112 | WIRE |
| Europe (Including Iceland and Greenland) | THIRD DERIVATIVE | $525,000 | WIRE |
| Sub-Saharan Africa | THE GLOBAL SOUTH PROGRAM | $55,000 | WIRE |
| Europe (Including Iceland and Greenland) | Climate Aligned Industries | $115,000 | WIRE |
| Sub-Saharan Africa | THE GLOBAL SOUTH PROGRAM | $55,000 | WIRE |
| East Asia and the Pacific | RMI CHINA | $250,373 | WIRE |
| Sub-Saharan Africa | THE GLOBAL SOUTH PROGRAM | $11,183 | WIRE |
| East Asia and the Pacific | THE ENERGY TRANSITION ACADEMY | $35,181 | WIRE |
| Europe (Including Iceland and Greenland) | CLIMATE INTELLIGENCE | $200,000 | WIRE |
| South Asia | Climate Aligned Industries | $54,850 | WIRE |
| East Asia and the Pacific | THE CLIMATE FINANCE ACCESS NETWORK | $747,500 | WIRE |
| North America (Canada & Mexico only) | CLIMATE INTELLIGENCE | $57,197 | WIRE |
| East Asia and the Pacific | THE GLOBAL SOUTH PROGRAM | $48,343 | WIRE |
| Europe (Including Iceland and Greenland) | CLIMATE INTELLIGENCE | $125,000 | WIRE |
| South Asia | RMI INDIA | $1,049,593 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 13 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | RMI UTILIZES A RIGOROUS DUE DILIGENCE AND RISK ANALYSIS PROCESS WHICH INCLUDES A DETAILED QUESTIONNAIRE, INTERVIEWS, DATA VALIDATION, AND SCREENING THAT HELPS RMI TO ASSIGN POTENTIAL SUBRECIPIENTS A RISK RATING OF EITHER LOW, MEDIUM, OR HIGH. THIS RISK RATING INFORMS RMI OF THE APPROPRIATE LEVEL OF MONITORING NECESSARY FOR SUBRECIPIENTS IN ORDER TO ENSURE ALL RESOURCES ARE REACHING THEIR INTENDED TARGETS. |
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual |
| Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements | EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH ASIA-Accrual,; SUB-SAHARAN AFRICA-Accrual |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EA Somerset Consulting LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Faircastle Ave | AddressLine1Txt |
| City | Severna Park | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PROFESSIONAL FUNDRAISER | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $94,680 | RetainedByContractorAmt |
| Net To Organization | -$94,680 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $94,680 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$94,680 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Action for Boston Community Development Inc | |||||||
| 178 Tremont Street | BOSTON | MA | 02111 | 042304133 | 501c3 | $400,000 | SUPPORT PROGRAM |
| ADL Ventures LLC | |||||||
| 815 Masonic Ave | SAN FRANCISCO | CA | 94117 | 812698148 | $602,207 | SUPPORT PROGRAM | |
| American Lung Association | |||||||
| 55 W Wacker Drive | CHICAGO | IL | 60601 | 131632524 | 501c3 | $100,000 | SUPPORT PROGRAM |
| Association for Energy Affordability Inc | |||||||
| 105 Bruckner Blvd | BRONX | NY | 10454 | 133374285 | 501c3 | $168,563 | SUPPORT PROGRAM |
| Brookings Institution | |||||||
| 1775 Massachusetts Ave NW | WASHINGTON | DC | 20036 | 530196577 | 501c3 | $50,000 | SUPPORT PROGRAM |
| Columbia University | |||||||
| 622 West 113 Street | NEW YORK | NY | 10025 | 135598093 | 501c3 | $150,000 | SUPPORT PROGRAM |
| Community Development Corporation of Pembroke Hopkins Park | |||||||
| 5644 S Iowa Dr | Pembroke TOWNSHIP | IL | 60958 | 824485492 | 501c3 | $35,000 | SUPPORT PROGRAM |
| Community Initiatives | |||||||
| 1000 Broadway Suite 480 | OAKLAND | CA | 94607 | 943255070 | 501c3 | $75,000 | SUPPORT PROGRAM |
| David Baker Architects | |||||||
| 461 2nd St C127 | SAN FRANCISCO | CA | 94107 | 943384000 | $119,275 | SUPPORT PROGRAM | |
| Georgetown University | |||||||
| 37th and O Streets NW Box 571173 | WASHINGTON | DC | 20057 | 530196603 | 501c3 | $50,000 | SUPPORT PROGRAM |
| Integral Group Inc | |||||||
| 427 13th Street | OAKLAND | CA | 94612 | 943391867 | $35,878 | SUPPORT PROGRAM | |
| Mission Possible Partnership | |||||||
| 1750 Pennsylvania Ave NW 300 | WASHINGTON | DC | 20006 | 872398379 | 501c3 | $2,203,750 | SUPPORT FORMER RELATED ENTITY |
| Move Minnesota | |||||||
| 2446 University Ave W Suite 170 | SAINT PAUL | MN | 55114 | 411906261 | 501c3 | $75,000 | SUPPORT PROGRAM |
| NAACP CO MT WY State Conference | |||||||
| PO Box 31671 | AURORA | CO | 80041 | 841262039 | 501c4 | $70,000 | SUPPORT PROGRAM |
| Open Market ESCO LLC | |||||||
| One Washington Mall Suite 500 | BOSTON | MA | 02108 | 264771056 | $44,004 | SUPPORT PROGRAM | |
| Passive House Institute US | |||||||
| 53 W Jackson Blvd Ste 1432 | CHICAGO | IL | 60604 | 300211695 | 501c3 | $45,525 | SUPPORT PROGRAM |
| Preservation of Affordable Housing Inc | |||||||
| 2 Oliver Street Suite 500 | BOSTON | MA | 02109 | 311616634 | 501c3 | $750,000 | SUPPORT PROGRAM |
| RDH Building Science Inc | |||||||
| 2101 N 34th Street | SEATTLE | WA | 98103 | 331077399 | $31,195 | SUPPORT PROGRAM | |
| Signetron Inc | |||||||
| 936 Creston Road | BERKELEY | CA | 94708 | 931084053 | $40,419 | SUPPORT PROGRAM | |
| Spark Northwest | |||||||
| 1402 3rd Ave Suite 901 | SEATTLE | WA | 98101 | 912141987 | 501c3 | $400,000 | SUPPORT PROGRAM |
| Strong Towns | |||||||
| 1001 Kingwood Street Studio 116 | BRAINERD | MN | 56401 | 271459378 | 501c3 | $40,000 | SUPPORT PROGRAM |
| TK Fabricate LLC | |||||||
| 4910 Red Pine Road | Manlius | NY | 13104 | 842455576 | $93,512 | SUPPORT PROGRAM | |
| United Nations Foundation Inc | |||||||
| 1750 Pennsylvania Ave NW 300 | WASHINGTON | DC | 20006 | 582368165 | 501c3 | $100,000 | SUPPORT PROGRAM |
| US Public Interest Research Group Education Fund (PIRG) | |||||||
| 1543 Wazee St Suite 460 | Denver | CO | 80202 | 521384240 | 501c3 | $100,000 | SUPPORT PROGRAM |
| Vermont Energy Investment Corporation | |||||||
| 20 Winooski Falls Way 5th Floor | WINOOSKI | VT | 05404 | 030304418 | 501c3 | $19,893 | SUPPORT PROGRAM |
| We Mean Business Coalition | |||||||
| 1178 Broadway | NEW YORK | NY | 10001 | 854146520 | 501c3 | $100,000 | SUPPORT PROGRAM |
| CANARY MEDIA | |||||||
| 67 Broadway St Suite 200 | ASHEVILLE | NC | 28801 | 862478288 | 501c3 | $3,937,867 | RELATED ENTITY GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
| Total Other Org | 8 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | RMI UTILIZES A RIGOROUS DUE DILIGENCE AND RISK ANALYSIS PROCESS - WHICH INCLUDES DETAILED QUESTIONAIRES, INTERVIEWS, DATA VALIDATION, AND SCREENING - THAT HELPS RMI TO ASSIGN POTENTIAL SUBRECIPIENTS A RISK RATING OF EITHER LOW, MEDIUM, OR HIGH. THIS RISK RATING INFORMS RMI OF THE APPROPRIATE LEVEL OF MONITORING NECESSARY FOR SUBRECIPIENTS IN ORDER TO ENSURE ALL RESOURCES ARE REACHING THEIR INTENDED TARGETS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JULES KORTENHORST | ||||||||||||||
| CEO (END 1/2023) | $32,318 | $0 | $250,000 | $0 | $0 | $0 | $0 | $0 | $1,633 | $0 | $283,951 | $0 | $0 | $0 |
| JON CREYTS | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $427,255 | $0 | $122,105 | $0 | $0 | $0 | $16,500 | $0 | $35,791 | $0 | $601,651 | $0 | $0 | $0 |
| MARTHA C PICKETT | ||||||||||||||
| General Counsel & Co-Chair | $327,426 | $0 | $100,000 | $0 | $0 | $0 | $16,472 | $0 | $25,029 | $0 | $468,927 | $0 | $0 | $0 |
| HEATHER MCCREERY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $302,252 | $0 | $73,425 | $0 | $0 | $0 | $15,358 | $0 | $33,920 | $0 | $424,955 | $0 | $0 | $0 |
| KYLIE ROGERS | ||||||||||||||
| CHIEF PEOPLE OFFICER | $293,579 | $0 | $72,875 | $0 | $0 | $0 | $15,304 | $0 | $38,195 | $0 | $419,953 | $0 | $0 | $0 |
| JENNIFER STOKES | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $296,224 | $0 | $70,000 | $0 | $0 | $0 | $12,711 | $0 | $22,715 | $0 | $401,650 | $0 | $0 | $0 |
| BRYAN FISHER | ||||||||||||||
| MANAGING DIRECTOR | $298,398 | $0 | $72,188 | $0 | $0 | $0 | $15,160 | $0 | $32,718 | $0 | $418,464 | $0 | $0 | $0 |
| JOSH HENRETIG | ||||||||||||||
| MANAGING DIRECTOR | $296,638 | $0 | $72,188 | $0 | $0 | $0 | $15,099 | $0 | $32,715 | $0 | $416,640 | $0 | $0 | $0 |
| LENA HANSEN | ||||||||||||||
| CHIEF STRATEGY OFFICER | $302,276 | $0 | $72,325 | $0 | $0 | $0 | $11,397 | $0 | $21,294 | $0 | $407,292 | $0 | $0 | $0 |
| RUSHAD NANVATTY | ||||||||||||||
| MANAGING DIRECTOR | $292,656 | $0 | $93,594 | $0 | $0 | $0 | $14,501 | $0 | $1,572 | $0 | $402,323 | $0 | $0 | $0 |
| LEIA GUCCIONE | ||||||||||||||
| MANAGING DIRECTOR | $303,414 | $0 | $70,000 | $0 | $0 | $0 | $15,050 | $0 | $1,701 | $0 | $390,165 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | DESCRIPTION OF FIRST-CLASS TRAVEL: AT CFO OR MANAGING DIRECTOR'S DISCRETION, AND IF APPLICABLE FUNDING ALLOWS, OFFICERS AND SOME HIGH-LEVEL EMPLOYEES WHO TRAVEL FREQUENTLY MAY BE REIMBURSED FOR BUSINESS CLASS TRAVEL. IN THE TAX YEAR, IF BUSINESS CLASS TRAVEL WAS NOT AVAILABLE, FIRST-CLASS TRAVEL WAS REIMBURSED. |
| Schedule J, Part I, Line 1a Travel for companions | ONE DIRECTOR AND ONE HIGHLY COMPENSATED EMPLOYEE WERE REIMBURSED FOR TRAVEL COMPANIONS WITHIN THE TAX YEAR. THE REIMBURSEMENT FOR THE DIRECTOR WAS INCLUDED IN REPORTABLE COMPENSATION WITHIN THE 1099. |
| Schedule J, Part I, Line 1a Payments for business use of personal residence | BUSINESS USE OF PERSONAL RESIDENCE: AMORY BLOCH LOVINS RENTS APPROXIMATELY 124 SQ FT OF HIS PERSONAL RESIDENCE FOR RMI TO HOST TOURS, MEETINGS AND OTHER EVENTS AS NEEDED. THE LEASE ENDS JUNE 4TH, 2024. THE RENT IS $123 PER MONTH. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | SUPPLEMENTAL NONQUALIFIED PLAN: ROCKY MOUNTAIN INSTITUTE ESTABLISHED A 457(F) DEFERRED COMPENSATION PLAN IN OCTOBER 2022 THAT ALLOWS RMI TO CONTRIBUTE MONEY FOR CERTAIN EXECUTIVES ON A PRE-TAX BASIS INTO INVESTMENTS AND TO ACCUMULATE TAX-DEFERRED EARNINGS. THE CONTRIBUTIONS FULLY VEST ON OCTOBER 1, 2025, AT WHICH POINT RMI WILL BE OBLIGATED TO PAY OUT WITHIN 60 DAYS TO ALL PARTICIPANTS WHO REMAIN EMPLOYED AT RMI. |
| Schedule J, Part I, Line 7 Non-fixed payments | DESCRIPTION OF NON-FIXED PAYMENT: THE EMPLOYEES WERE PAID A PERFORMANCE BONUS AT THE DISCRETION OF MANAGEMENT. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMORY BLOCH LOVINSLOVINS ASSOCIATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DIRECTOR/TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $119,721 | TransactionAmt |
| Transaction | AMORY LOVINS IS A CURRENT TRUSTEE AND THE FORMER CHEIF SCIENTIST. RMI PAID LOVINS ASSOCIATES $119,721 DURING FISCAL YEAR ENDING 6/30/2024 FOR CONSULTING AS AN INDEPENDENT CONTRACTOR. | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 28 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,433,238 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - THE NUMBER IN COLUMN B REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 2 New program services | MIQ IS AN INDEPENDENT METHANE EMISSIONS CERTIFICATION STANDARD THAT AIMS TO DIFFERENTIATE NATURAL GAS PRODUCTION BY EMISSIONS INTENSITY, CREATING FINANCIAL INCENTIVES TO REDUCE METHANE EMISSIONS ACROSS THE OIL AND GAS SECTOR BY DELIVERING A THRIVING MARKET FOR INDEPENDENTLY CERTIFIED GAS. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 12,975,834 including grants of $ 6,241,615)(Revenue $ 1,431,679) OTHER RMI INITIATIVES - INFLUENCE TEAM: AS AN AUDIENCE-FIRST, MULTI-CHANNEL STORYTELLING FORCE, RMI STRATEGICALLY COMMUNICATES TO ITS STAKEHOLDERS, THE MEDIA, AND KEY DECISION-MAKERS TO SHARE OUR TECHNICAL EXPERTISE AND INSPIRE THEM TO ACT ON SOLUTIONS. THROUGH PARTNERSHIPS, STRATEGIC COMMUNICATIONS, AND MULTI-CHANNEL STORYTELLING WE INFLUENCE GLOBAL LEADERS TO ADOPT AND SPREAD THE MESSAGE OF THE ACCELERATING ENERGY TRANSITION. - ZETRO ENERGY IS A UNIQUE SOFTWARE TOOL THAT HELPS SCALE AND DISSEMINATE ZERO- CARBON BUILDING PRACTICES, TECHNOLOGIES, BUSINESS MODELS, AND FINANCE REQUIREMENTS. |
| Form 990, Part VI, Line 15 Line 15a & 15b | RMI HAS ENGAGED AN OUTSIDE COMPENSATION FIRM TO REVIEW COMPENSATION FOR ALL MANAGING DIRECTORS AND CHIEF OFFICERS, UPDATE BENCHMARKS, AND ENSURE COMPENSATION LEVELS ARE APPROPRIATELY COMPETITIVE. THIS REVIEW IS COMPLETED ANNUALLY IN JANUARY. RMI REGULARLY ENSURES NEW AND MODIFIED POSITIONS OF ALL LEVELS ARE APPROPRIATELY PRICED WITH REGARD TO SALARY AND BONUS, INCLUDING SENIOR LEVEL POSITIONS. THE PEOPLE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS ALL COMPENSATION PRACTICES, MARKET BENCHMARKS, AND VOTES ON FINAL COMPENSATION DECISIONS FOR ALL MANAGING DIRECTORS AND CHIEF OFFICERS. THE APPROVAL OF THE DECISION IS DOCUMENTED IN THE BOARD MEETING MINUTES AND THE DETAIL OF THE COMPENSATION CHANGES ARE DOCUMENTED IN THE HUMAN RESOURCES SYSTEM OF RECORD. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | RMI'S REVIEW PROCESS FOR THE 990 FORM BEGINS WITH A FORMAL REVIEW BY MANAGEMENT. AFTER MANAGEMENT REVIEW, THE 990 WILL BE DISTRIBUTED TO THE FULL BOARD PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | OFFICERS AND TRUSTEES ARE REQUIRED TO UPDATE AND SUBMIT A SIGNED STATEMENT ANNUALLY THAT DISCLOSES ANY RELATIONSHIPS OR SITUATIONS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. ALL CONFLICT OF INTERESTS ARE REVIEWED BY THE GENERAL COUNSEL TO DETERMINE IF A CONFLICT EXISTS. IF A CONFLICT EXISTS APPROPRIATE ACTION IS TAKEN. |
| Form 990, Part VI, Line 19 Required documents available to the public | RMI'S ARTICLES OF INCORPORATION ARE OF PUBLIC RECORD WITH THE COLORADO SECRETARY OF STATE. ANNUAL REPORTS, IRS FORM 990, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE RMI WEBSITE (WWW.RMI.ORG). COPIES OF ANY POLICY, INCLUDING BYLAWS, ARE AVAILABLE UPON REQUEST. |
| Form 990, Part VII, Section A, Line 1a, Column (D) COMPENSATION PAID TO AMORY LOVINS | AMORY LOVINS IS A CURRENT TRUSTEE AND THE FORMER CHIEF SCIENTIST. RMI PAID AMORY LOVINS $85,149 DURING CALENDAR YEAR 2023 FOR CONSULTING AS AN INDEPENDENT CONTRACTOR. |
| Form 990, Part IX, Line 11g Other Fees | CONSULTANT FEES - Total Expense: 15379384, Program Service Expense: 14170121, Management and General Expenses: 1081338, Fundraising Expenses: 127925; COMMUNICATIONS CONSULTANT - Total Expense: 1589715, Program Service Expense: 1507685, Management and General Expenses: 1600, Fundraising Expenses: 80430; PAYROLL FEES - Total Expense: 983347, Program Service Expense: 74424, Management and General Expenses: 907735, Fundraising Expenses: 1188; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | BENEFICIAL INTEREST HELD IN THE DENVER FOUNDATION - 54207; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| RMI INNOVATION CENTER LLC | |||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | 742244146 | Ownership of Innovation Center in Basalt, CO | CO | $11,267 | $12,693,930 | N |
| RMI INNOVATIONS LLC | |||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | 934576293 | FURTHER MISSION | CO | $0 | $0 | N |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CANARY MEDIA | |||||||||||
| 67 BROADWAY ST SUITE 200 | ASHEVILLE | ASHEVILLE | NC | 28801 | 862478288 | Further Global Mission | DE | 501(c)(3) | 10 | ROCKY MOUNTAIN INSTITUTE | Yes (true) |
| ROCKY MOUNTAIN INSTITUTE INTERNATIONAL | |||||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | 473919461 | Supporting organization | CO | 501(c)(3) | Type I | ROCKY MOUNTAIN INSTITUTE | Yes (true) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| D3 COHORT 415 LLC | ||||||||
| 22830 TWO RIVERS ROAD | BASALT | CO | 81621 | 852398611 | INVESTMENT FUNDS | CO | SURGE PROTECTOR INC | N/A |
| JOLTSEED419 LLC | ||||||||
| 22830 TWO RIVERS ROAD | BASALT | CO | 81621 | 871885037 | INVESTMENT FUNDS | CO | SURGE PROTECTOR INC | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SURGE PROTECTOR INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22830 Two Rivers Road | AddressLine1Txt |
| City | Basalt | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81621 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871884836 | EIN |
| Primary Activities | HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKY MOUNTAIN INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Ownership | 1 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CANARY MEDIA | ||
| B | $3,937,867 | CASH |
| ROCKY MOUNTAIN INSTITUTE INTERNATIONAL | ||
| B | $1,049,593 | CASH |
Comments