2023-01-23T13:22:16-06:00 2022-03-31 201835208 ADEPTUS PARTNERS LLC 3311 OLNEY SANDY SPRING RD OLNEY MD 208321411 990 2021-04-01 521660746 GREEN AMERICA GREE 2028725307 1612 K STREET NW 1000 WASHINGTON DC 20006 ALISA GRAVITZ PRESIDENT/CEO 2028725307 2023-01-12 1 ALISA GRAVITZ 999009999 NEIL E BERGER P00102223 3019299700 2023-01-12 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z ALISA GRAVITZ 1612 K STREET NW 1000 WASHINGTON DC 20006 11308587 0 X WWW.GREENAMERICA.ORG X 1989 DC GREEN AMERICA IS A NON-PROFIT CHARITABLE AND MEMBERSHIP ORGANIZATION THAT EDUCATES ITS MEMBERS AND THE PUBLIC ABOUT THE ROLE THAT PUBLIC AND PRIVATE ENTERPRISE CAN PLAY IN SOLVING TODAY'S SOCIAL AND ENVIRONMENTAL PROBLEMS. TO SERVE THIS PURPOSE, GREEN AMERICA CONDUCTS A NUMBER OF ACTIVITIES DESIGNED TO EDUCATE THE AMERICAN PUBLIC ABOUT THE IMPORTANT ROLE THAT BUSINESSES, INVESTORS, SUPPLY CHAINS, AND INDIVIDUALS CAN PLAY IN CREATING AN ECONOMY BASED ON JUSTICE, COOPERATION, ENVIRONMENTAL HEALTH, AND SOCIAL RESPONSIBILITY. GREEN AMERICA CARRIES OUT ITS MISSION WITHIN THREE KEY AREAS: CONSUMER EDUCATION, INNOVATIVE GREEN BUSINESS PROGRAMS, AND THE CENTER FOR SUSTAINABILITY SOLUTIONS, A PROGRAM FOCUSED ON SUPPLY CHAIN SOLUTIONS TO SOCIAL AND ENVIRONMENTAL PROBLEMS. GREEN AMERICA'S PRIMARY PUBLICATIONS ARE: GREEN AMERICAN MAGAZINE, YOUR GREEN LIFE, AND THE GUIDE TO SOCIAL INVESTING & BETTER BANKING (A DIGITAL RESOURCE). 13 8 52 1 30322 0 5346876 7804443 366254 300507 330169 399896 64925 74917 6108224 8579763 484448 515464 0 0 2579633 3147272 0 0 532114 1686957 2115261 4751038 5777997 1357186 2801766 15827797 18482035 1106253 1010222 14721544 17471813 X TO HARNESS ECONOMIC POWER--THE STRENGTH OF CONSUMERS, INVESTORS, BUSINESSES, AND THE MARKETPLACE--TO CREATE A SOCIALLY JUST AND ENVIRONMENTALLY SUSTAINABLE SOCIETY. 0 0 1573380 22858 CONSUMER EDUCATION:GREEN LIVING - THROUGH PUBLICATIONS, WEBSITES, EMAIL NEWSLETTERS, WEBCASTS, AND SOCIAL MEDIA, PROVIDES PUBLIC EDUCATION ON GREEN LIVING, INCLUDING REDUCING ENERGY AND RESOURCE USE, AVOIDING TOXINS, REUSING AND RECYCLING, INCLUDING:GREEN AMERICAN - A MAGAZINE COVERING THE SOCIAL AND ENVIRONMENTAL ISSUES OF OUR TIME.ACTION E NEWSLETTER - PROVIDES GREEN LIVING INFORMATION AND OPPORTUNITIES TO TAKE ACTION FOR A GREEN ECONOMY AND CORPORATE RESPONSIBILITY.GUIDE TO SOCIAL INVESTING & BETTER BANKING - A GUIDE TO HELP PEOPLE MAKE GREEN INVESTING AND BANKING DECISIONS.YOUR GREEN LIFE - TIPS AND STRATEGIES FOR GREENING YOUR LIFE, PURCHASES, AND INVESTMENTS.CLIMATE AND CLEAN ENERGY - THE CLIMATE & ENERGY PROGRAM GIVES PEOPLE TOOLS TO REDUCE THEIR OWN CARBON FOOTPRINT WHILE ENCOURAGING THE MOST POLLUTING CORPORATIONS TO DO THE SAME. THE PROGRAM MOBILIZES CONSUMERS, INVESTORS, BUSINESSES, AND INDUSTRY EXPERTS TO ENCOURAGE KEY STATE, LOCAL, FEDERAL AND BUSINESS DECISION MAKERS TO ADOPT THE POLICIES AND REGULATIONS NEEDED TO BRING SOLAR AND WIND ENERGY TO SCALE AND INSTITUTE ENERGY EFFICIENCY MEASURES EVERYWHERE. THE PROGRAM ENCOURAGES MAJOR CORPORATIONS TO REDUCE FOSSIL FUEL USE AND OTHER CLIMATE POLLUTANTS SUCH AS REFRIGERANTS AND SWITCH TO CLEAN ENERGY AND OTHER CLIMATE-FRIENDLY ALTERNATIVES. THE PROGRAM HAS ALSO DEVELOPED THE IDEA OF CLEAN ENERGY VICTORY BONDS AND EDUCATES THE PUBLIC ABOUT THE IMPORTANCE OF NEW FINANCING MECHANISMS FOR RENEWABLE ENERGY AND ENERGY EFFICIENCY.SKIP THE SLIP - SKIP THE SLIP WORKS TO ENCOURAGE RETAILERS TO SHIFT FROM OFFERING CONSUMERS TOXIC PAPER RECEIPTS THAT SHOULD NOT BE RECYCLED TO PROVIDING DIGITAL RECEIPTS OR NO RECEIPT OPTIONS AND PROVIDING NON-TOXIC PAPER RECEIPTS TO CUSTOMERS THAT REQUEST THEM. SOCIALLY AND ENVIRONMENTALLY RESPONSIBLE INVESTING AND BANKING - THE SOCIALLY AND ENVIRONMENTALLY RESPONSIBLE INVESTING AND BANKING PROGRAM EXPOSES BANKS THAT PREY ON CONSUMERS THROUGH PREDATORY PRACTICES, AND THAT FINANCE THE FOSSIL FUEL INDUSTRY. THE COMMUNITY INVESTING PROGRAM SUCCESSFULLY PROMOTES COMMUNITY INVESTING SOLUTIONS THAT PROVIDE FINANCIAL SERVICES AND OPPORTUNITIES TO ECONOMICALLY DISADVANTAGED COMMUNITIES THAT ARE UNDERSERVED BY TRADITIONAL FINANCIAL INSTITUTIONS. THE BREAK UP WITH YOUR MEGA-BANK AND GET A BETTER BANK CAMPAIGNS ARE CONDUCTED TO EDUCATE CONSUMERS ABOUT THE IMPACT BANKS AND CREDIT CARDS HAVE ON PEOPLE AND THE PLANET. THE ORGANIZATION ALSO PROVIDES EDUCATION ON FOSSIL FUEL DIVESTMENT AND CLEAN ENERGY INVESTMENT FOR CONSUMERS INTERESTED IN USING INVESTMENT STRATEGIES TO MITIGATE THE CLIMATE CRISIS.LABOR JUSTICE - THE LABOR JUSTICE PROGRAM REACHES OUT TO CONSUMERS ACROSS THE NATION THROUGH OUR PUBLICATIONS, WEBSITES, AND EVENTS TO SPUR DEMAND FOR FAIR TRADE AND RESPONSIBLY-PRODUCED PRODUCTS. GREEN AMERICA ALSO OPPOSES THE WORST LABOR CONDITIONS THROUGH ITS CAMPAIGNS. GREEN AMERICA CONDUCTS THE TOXIC TEXTILES CAMPAIGN TO EDUCATE THE PUBLIC ABOUT WORKER AND ENVIRONMENTAL EXPOSURE TO TOXINS IN SUPPLY CHAINS AND TO PUT PRESSURE ON COMPANIES TO END THIS EXPOSURE. THE PROGRAM ALSO CALLS OUT LABOR ABUSES IN THE COCOA SECTOR, AND AT MAJOR ONLINE RETAIL GIANTS SUCH AS AMAZON.COM, AND ENCOURAGES MANUFACTURERS TO IMPROVE LABOR CONDITIONS IN THEIR SUPPLY CHAINS.FOOD CAMPAIGN - THE PURPOSE OF THIS PROGRAM IS TO ACCELERATE THE SHIFT OF THE FOOD SYSTEM FROM INDUSTRIAL AGRICULTURE TO REGENERATIVE, ORGANIC, LOCAL, SUSTAINABLE FOODS. THE CURRENT FOCUS OF THIS PROGRAM IS ON PROMOTING REGENERATIVE AGRICULTURE THAT NOURISHES THE SOIL AND SEQUESTERS CARBON EMISSIONS. THE CLIMATE VICTORY GARDENS CAMPAIGN ENCOURAGES ALL AMERICANS TO PLANT A GARDEN USING REGENERATIVE AGRICULTURE PRACTICES.POLICY & ADVOCACY - THIS PROGRAM EDUCATES AND ENGAGES THE PUBLIC AND POLICYMAKERS ON KEY GREEN ECONOMY ISSUES SUCH AS ENERGY AND CLIMATE CHANGE, TOXIC CHEMICAL CONTROL, SUPPORT FOR MINIMUM WAGE INCREASES, AND UPHOLDING AND STRENGTHENING FEDERAL REGULATIONS THAT PROTECT HUMAN AND ENVIRONMENTAL HEALTH AMONG OTHER ISSUES. 496794 7217 INNOVATIVE GREEN BUSINESS PROGRAMS:GREENPAGES.ORG - A DIRECTORY OF GREEN BUSINESSES TO HELP CONSUMERS FIND BUSINESSES THAT HELP GROW THE GREEN ECONOMY.GREEN BUSINESS NETWORK - HELPS GREEN BUSINESSES GROW, THRIVE, AND LEARN HOW TO ADOPT THE MOST RIGOROUS SUSTAINABILITY PRACTICES.GREEN BUSINESS WEBINARS - GREEN BUSINESS WEBINARS ARE HELD THROUGHOUT THE YEAR FOR OUR BUSINESS MEMBERS AND ALLIES. 2791055 340915 40548 CENTER FOR SUSTAINABILITY SOLUTIONS: WORKS ON BRINGING INNOVATIVE GREEN ECONOMY SOLUTIONS TO SCALE, INCLUDING SUPPLY CHAIN SOLUTIONS. INNOVATION NETWORKS INCLUDE:SOIL & CLIMATE ALLIANCE: WORKS TO ACCELERATE FARMING PRACTICES THAT INCREASE SOIL HEALTH AND CARBON SEQUESTRATION AS PART OF THE GLOBAL CLIMATE CHANGE SOLUTION. INITIATIVES INCLUDE: ADVANCED SOIL HEALTH MANAGEMENT SYSTEMS: VALIDATION AND STRATEGIES FOR ADOPTION OF INNOVATIVE SOIL SOLUTIONS TO SPEED SOIL REGENERATION.REWARDING FARMERS: ADVANCING EFFECTIVE INSTRUMENTS TO SUPPORT THE FINANCIAL TRANSITION TO INNOVATIVE SOIL HEALTH PRACTICES.SOIL CARBON INITIATIVE: STANDARD PROTOCOL TO VERIFY SOIL HEALTH OUTCOMES AND FACILITATE INVESTMENT IN AND ADOPTION OF SOIL HEALTH IMPROVEMENT STRATEGIES.REGIONAL REGENERATIVE SUPPLY COLLABORATION (FORMERLY THE MIDWEST GRAINS INITIATIVE): WORKS TO INCREASE THE SUPPLY OF GRAINS THAT ARE PRODUCED WITH BEST PRACTICES FOR WATER QUALITY, SOIL HEALTH AND CARBON SEQUESTRATION IN THE MIDWEST.CLEAN ELECTRONICS PRODUCTION NETWORK: WORKS TO REMOVE TOXIC CHEMICALS FROM THE ELECTRONIC SUPPLY CHAIN.SOLAR CIRCLE: WORKS TO ACCELERATE THE ADOPTION OF SOLAR ENERGY TO BE 50% OF ENERGY BY 2050.CLIMATE SAFE LENDING: WORKS TO ACCELERATE BANKING SECTOR PHASE OUT OF FOSSIL FUEL LENDING AND FOCUS ON RENEWABLE ENERGY AND REGENERATIVE AGRICULTURE LENDING. 176193 174549 2559 SOLAR CIRCLESOLAR CIRCLE IS A NATIONAL NETWORK OF EXPERTS IN THE FIELDS OF SOLAR ENERGY AND LARGE-SCALE SYSTEMS CHANGE WHO CONVENE ON A REGULAR BASIS TO SHARE INFORMATION AND STRATEGIES TO MAKE SOLAR POWER AN INCREASINGLY AFFORDABLE RENEWABLE ENERGY OPTION. SOLAR CIRCLE WORKS TO ACCELERATE THE ADOPTION OF SOLAR ENERGY TO BE 50% OF ENERGY BY 2050.TREESISTERSTREESISTERS IS A GLOBAL NETWORK OF WOMEN WHO FUND THE RESTORATION OF TROPICAL FORESTS AS A COLLECTIVE EXPRESSION OF PLANETARY CARE.KINSKINS INNOVATION NETWORKS ARE SELF-ORGANIZING NETWORKS OF KEY, COLLABORATIVE, HIGH-INTEGRITY LEADERS IN WIDELY DIVERSE FIELDS WHO COME TOGETHER BY INVITATION TO ACHIEVE INSPIRING INNOVATIONS WHILE ENJOYING THEIR KINDRED SPIRITS. THESE NETWORKS LEVERAGE EXISTING 'CONSCIOUS SUSTAINABILITY' INITIATIVES WITH POWERFUL NEW ONES TO MANIFEST INNOVATIONS FASTER, CHEAPER, WITH HIGHER IMPACT AND WITH MORE FUN.TOTAL OTHER 176193 174549 2559 5037422 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 51 0 1 52 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 13 8 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AL AR CA CT FL GA HI IL KS KY LA MA MD MI MN MS NC NH NJ NM NY OK OR PA RI SC TN UT VA WA WI WV X X X BOB BULIK 2028725341 1612 K STREET NW 1000 WASHINGTON DC 20006 S BANGOURA BOARD MEMBER 2.00 X 0 0 0 R BRENNAN BOARD MEMBER 2.00 X 0 0 0 D BURNS BOARD MEMBER 2.00 X 0 0 0 J HULSE-DILLON DIRECTOR, SOIL AND CLIMATE ALLIANCE 50.00 X 62160 0 13333 D PANJWANI BOARD MEMBER 2.00 X 0 0 0 J DOWDELL BOARD MEMBER 2.00 X X 0 0 0 C PARRS CO-CHAIR 2.00 X X 0 0 0 J LINEBERGER CO-CHAIR 2.00 X X 0 0 0 E GREENE SECRETARY 50.00 X X 63000 0 13514 A GRAVITZ PRESIDENT/CEO 60.00 X X 76783 0 16470 B QUIRK-GARVAN TREASURER 2.00 X X 0 0 0 S KARIMI DIRECTOR DIGITAL COMMUNICA 50.00 X 71867 0 15415 E KRISS MANAGER, FOOD CAMPAIGNS 50.00 X 53807 0 11542 327617 0 70274 0 0 0 0 PATTON-KIEHL GROUP INC PO BOX 590 THORNBURG VA 22565 PRINTING AND MAIL SHOP SERVICES 202073 FINANCE INNOVATION LAB 20 FARRINGDON STREET LONDON UK EC4A CONTRACT SERVICES 135756 2 555152 500000 6749291 432356 7804443 CONSULTING 900099 215000 215000 PUBLICATION SPONSORSHIPS AND ADVE 511120 85507 55185 30322 300507 165670 165670 56920 56920 2963050 2728824 234226 234226 234226 72 0 72 72 MISCELLANEOUS REVENUE 511140 17925 17925 17925 8579763 73182 30322 671816 X 341364 341364 174100 174100 424073 365681 15033 43359 2221488 1915625 78609 227254 290827 250766 10402 29659 210884 181849 7462 21573 98358 85751 3549 9058 911318 896559 3925 10834 93993 18578 570 74845 7878 6622 336 920 168192 148622 4214 15356 178797 155579 5364 17854 14999 14353 221 425 6866 6866 20972 20972 28496 24792 854 2850 POSTAGE AND DELIVERY 276876 250743 6864 19269 PRINTING AND PUBLICATIO 160952 148397 3233 9322 BANK AND CREDIT CARD FE 57315 599 19283 37433 MISCELLANEOUS EXPENSES 47644 27413 11408 8823 42605 23163 16162 3280 5777997 5037422 208461 532114 362815 320811 10919 31085 351545 300205 3030751 5078849 1095788 2030330 303324 265487 69273 130506 296241 247837 50882 48404 7213 9398 10919021 10618856 15827797 18482035 287053 315308 2447 30500 810215 310004 6538 354410 1106253 1010222 X 2686713 4239774 12034831 13232039 14721544 17471813 15827797 18482035 2801766 -51497 0 X X 0 1 X 1 0 X 3952255 3685706 4530619 5346876 7804443 25319899 3952255 3685706 4530619 5346876 7804443 25319899 3667284 21652615 62513 130930 194389 186214 222590 796636 17696 35508 32088 18068 17925 121285 26237820 301017 0.82520 0.83110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2067 2067 5775930 5777997 438900 109725 0 0 371858 387435 387552 438900 1585745 2378618 4926 1233 706 2067 8932 92965 96859 96888 109725 396437 594656 4926 1233 706 2067 8932 10909775 224645 525000 10609420 9170503 2230702 491430 10909775 10082233 -411730 500000 9170503 9508852 784381 211000 10082233 1.00000 0 0 69369 28791 40578 226872 219046 7826 48404 ENDOWMENT FUND 10609420 DEPOSITS 9436 10618856 GIFT ANNUITY LIABILITY 6194 AGENCY FUNDS 348216 354410 X 8480581 -51497 50673 -824 8481405 98358 98358 8579763 5730312 50673 50673 5679639 98358 98358 5777997 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S MANAGEMENT HAS ANALYZED ITS TAX POSITIONS, AND HAS CONCLUDED THAT AS OF MARCH 31, 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 174100 0 0 0 0 0 0 174100 0 174100 EUROPE REFORESTATION 174100 CASH PAYMENT 0 FMV-CASH 0 0 0 0 0 0 PART I, LINE 2: GREEN AMERICA FOLLOWS ACCOUNTING METHODS PRESCRIBED BY U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES FOR RECOGNITION OF GRANTS AND ASSISTANCE PROVIDED TO OTHER ORGANIZATIONS OR ENTITIES. THE AWARDS GIVEN ARE IN RECOGNITION OF OUTSTANDING SUSTAINABILITY PRACTICES AND MAY BE USED BY THE RECIPIENT FOR ANY PROGRAM CONSISTENT WITH THEIR MISSION. PART III ACCOUNTING METHOD: 1 MULTIPLIER 548 MARKET ST SAN FRANCISCO CA 94104 912166435 501(C)(3) 334830 0 FMV-CASH SUPPORT OF THE CLIMATE SAFE LENDING PROGRAM 1 1 PART I, LINE 2: THE ORGANIZATION MAINTAINS A REPRESENTATIVE TO THE BOARD OF ADVISORS OF THE CLIMATE SAFE LENDING NETWORK, AS MANAGED BY MULTIPLIER. THE REPRESENTATIVE RECEIVES UPDATES AND REPORTS FOR THE PROGRAM AND MONITORS THE USE OF THE FUNDS. X 11 432356 FMV ON DATE OF GIFT 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THREE CLASSES OF MEMBERS: INDIVIDUAL, ORGANIZATIONAL, AND WORKER. EACH MEMBER HAS ONE VOTE. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS HAVE CERTAIN LIMITED VOTING RIGHTS. MEMBERS ELECT THE BOARD OF DIRECTORS (EXCEPT IN THE EVENT OF A VACANCY, IN WHICH CASE THE VACANCY IS FILLED BY A MAJORITY VOTE OF THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS). THE GENERAL DIRECTOR(CEO) OF THE STAFF IS ONE OF THE DIRECTORS BUT ONLY HAS A VOTE IN THE EVENT OF A TIE. OF THE REMAINING DIRECTORS, FIFTY PERCENT ARE ELECTED BY WORKER MEMBERS, TWENTY FIVE PERCENT BY THE INDIVIDUAL MEMBERS, TWENTY FIVE PERCENT BY THE ORGANIZATIONAL MEMBERS. IN THE EVENT THAT THE DIRECTORSHIPS TO BE ELECTED BY INDIVIDUAL AND ORGANIZATIONAL MEMBERS ARE AN ODD NUMBER, INDIVIDUAL MEMBERS WILL ELECT THE ODD SEAT. THE BOARD OF DIRECTORS HAS THE RIGHT TO VOTE ON ALL OTHER MATTERS RELATED TO THE ORGANIZATION WITHOUT BEING SUBJECT TO MEMBER APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 GOES THROUGH TWO LEVELS OF REVIEW. FIRST, THE DRAFT IS REVIEWED BY THE EXECUTIVE DIRECTORS AND CEO AND ANY NECESSARY CHANGES ARE MADE AT THIS POINT. LASTLY, THE FINAL DRAFT IS REVIEWED BY THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER GREEN AMERICA CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN GREEN AMERICA'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. VIOLATIONS OF THE CONFLICT OF INTEREST POLICY: IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. RECORDINGS AND PROCEDINGS: THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN: A)THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE GOVERNING BOARD'S OR COMMITTEES DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. B) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. COMPENSATION: A VOTING MEMBER OF THE GOVERNING BOARD WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM GREEN AMERICA FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. A VOTING MEMBER OF ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM GREEN AMERICA FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. NO VOTING MEMBER OF THE GOVERNING BOARD OR ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION, EITHER INDIVIDUALLY OR COLLECTIVELY, IS PROHIBITED FROM PROVIDING INFORMATION TO ANY COMMITTEE REGARDING COMPENSATION. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS GREEN AMERICA IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE GREEN AMERICA OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION AND THE RESULT OF ARM'S LENGTH BARGAINING. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO GREEN AMERICA'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A SALARY REVIEW PROCESS: AN ANNUAL SALARY REVIEW OCCURS FOR ALL ELIGIBLE REGULAR STAFF AT THE COMPLETION OF THE ANNUAL OPERATING PLAN PROCESS. THE SALARY REVIEW PROCESS EMPHASIZES CHANGES, INCREASES AND UPDATES IN THE WORKLIFE RESPONSIBILITIES OF STAFF MEMBERS AND THE DURATION OF ONE'S SATISFACTORY PERFORMANCE. THE PROCESS BEGINS EARLIER IN THE YEAR WITH THE ANNUAL ASSESSMENT LED BY THE FINANCE TEAM OF GREEN AMERICA'S CURRENT FINANCIAL SITUATION AND A DETERMINATION OF WHAT FUNDS ARE AVAILABLE FOR SALARY INCREASES IN THE COMING YEAR. ONCE THE STAFF AND THEN THE BOARD OF DIRECTORS HAVE APPROVED THE FINAL OPERATING PLAN, THE SALARY ADJUSTMENT PROCESS BEGINS. FINANCES PERMITTING, EACH REGULAR STAFF PERSON WHO HAS BEEN AT GREEN AMERICA FOR A MINIMUM PERIOD DETERMINED BY MANAGEMENT WILL BE ELIGIBLE FOR A COST OF LIVING ADJUSTMENT (COLA). THE COLA IS A SET PERCENT OF SALARY DETERMINED BY THE CONSUMER PRICE INDEX OR OTHER FACTOR, WHICH VARIES EACH YEAR AND IS INTENDED TO ADJUST FOR INFLATION. ANNUAL PAY INCREASES ARE DETERMINED ACCORDING TO THE SALARY ADJUSTMENT POLICY. ONCE THE OPERATING PLAN IS APPROVED,THE SENIOR MANAGEMENT TEAM WILL ALLOCATE THE FUNDS IN THE SALARY POOL. IN ADDITION TO THIS ANNUAL REVIEW, ADJUSTMENTS BASED ON MAJOR JOB DESCRIPTION CHANGES WILL BE CONSIDERED AT ANY TIME DURING THE YEAR. ANY STAFF MEMBER WHO HAS MADE A MAJOR CHANGE IN THEIR JOB DESCRIPTION MAY BE REHIRED INTO A NEW POSITION BASED ON THOSE CHANGES. THIS USUALLY OCCURS DUE TO A DEPARTURE OF STAFF OR A RESTRUCTURING OF DUTIES. ANY CHANGE IN THE PRESIDENT & CEO'S SALARY, OUTSIDE OF A COST OF LIVING ADJUSTMENT, IS DETERMINED BY A COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE RESEARCHES COMPARABLE SALARIES, CONSIDERS THE BUDGET, AND RECOMMENDS A SALARY AMOUNT TO THE BOARD OF DIRECTORS. THE BOARD REVIEWS THE RECOMMENDATION AND MAKES A DECISION. THIS PROCESS IS DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THE ORGANIZATION DETERMINES COMPENSATION IN ACCORDANCE WITH THEIR CONFLICT OF INTEREST POLICY. FOR OTHER OFFICERS AND KEY EMPLOYEES: ANY COMPENSATION RECEIVED BY OFFICERS IS RELATED TO SERVICES PROVIDED TO THE ORGANIZATION AS AN EMPLOYEE OF THE ORGANIZATION. OFFICERS ARE NOT PAID FOR THEIR DUTIES AND SERVICES PROVIDED AS OFFICERS OF THE ORGANIZATION. THE ORGANIZATION DOES NOT HAVE ANY KEY EMPLOYEES AS DEFINED IN IRS FORM 990 INSTRUCTIONS. IF APPROVED, THE NEW SALARY IS PUT INTO EFFECT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND/OR UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON GUIDESTAR.COM. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 896,559. MANAGEMENT AND GENERAL EXPENSES 3,925. FUNDRAISING EXPENSES 10,834. TOTAL EXPENSES 911,318. FORM 990, PAGE 13, PART XII, LINE 2C THE ORGANIZATION HAS A BOARD COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. SCHEDULE M, PART I, LINE 25, COLUMN (D) PLEDGES RECEIVABLE: THE REVENUE RECORDED WAS THE TOTAL DOLLAR AMOUNT OF THE PLEDGES MADE, IRRESPECTIVE OF THE YEAR IN WHICH THE DONOR SPECIFIED THEY WOULD PAY. SCHEDULE M, PART I, LINE 31 GREEN AMERICA ACCEPTS GIFTS OF CASH, CHECKS, CREDIT CARD CHARGES, STOCK, BONDS AND MUTUAL FUNDS. GIFTS OF AUTOS, LAND, BUILDINGS, AND OTHER MATERIAL ITEMS ARE ONLY ACCEPTED UPON APPROVAL BY THE SENIOR MANAGEMENT TEAM. GIFTS OF STOCK/BONDS/MUTUAL FUNDS: GENERALLY, GREEN AMERICA IMMEDIATELY SELLS THE STOCK OR MUTUAL FUNDS RECEIVED AND DEPOSITS THE CASH INTO THE REGULAR OPERATING CASH ACCOUNT. ANY RESTRICTIONS ON THE GIFT ARE RECORDED VIA THE USE OF A DEPARTMENT NUMBER, WHICH IDENTIFIES THE PROGRAM THE GIFT IS TO BE USED FOR. FORM 990, PAGE 7, SECTION A. ALL BOARD MEMBERS ARE VOLUNTEERS AND ARE NOT COMPENSATED FOR THEIR BOARD SERVICES. ALL COMPENSATION LISTED IN PART VII COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES IS COMPENSATION FOR SERVICES PROVIDED AS EMPLOYEES OF THE ORGANIZATION AND NOT FOR BOARD OR OFFICER DUTIES.