ROCKY MOUNTAIN INSTITUTE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROCKY MOUNTAIN INSTITUTE (EIN 74-2244146)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-02
- IRS object ID
- 202331229349303003
- Schema version
- 2021v4.2
- 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 | 2023-05-02T19:07:27-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS 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 | 2021-07-01 | 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) |
|---|---|---|
| In Care Of | % HEATHER MCCREERY | InCareOfNm |
| Business Name Control | ROCK | BusinessNameControlTxt |
| 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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON CREYTS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3032451003 | PhoneNum |
| Signature | 2023-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JON | PersonFirstNm |
| Person Last | CREYTS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Adam R Smith CPA | PreparerPersonNm |
| PTIN | P00958966 | PTIN |
| Phone | 7194714290 | PhoneNum |
| Preparation | 2023-04-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JON CREYTS | PrincipalOfficerNm |
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 | $137,741,673 | 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 | TRANSFORM THE GLOBAL ENERGY SYSTEM TO SECURE A CLEAN, PROSPEROUS, ZERO-CARBON FUTURE FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 455 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $105,788 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $96,226,279 | PYContributionsGrantsAmt |
| CY Contributions Grants | $97,127,958 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,096,078 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,019,917 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,773,608 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,154,503 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,351 | PYOtherRevenueAmt |
| CY Other Revenue | $680,999 | CYOtherRevenueAmt |
| PY Total Revenue | $115,107,316 | PYTotalRevenueAmt |
| CY Total Revenue | $116,983,377 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,700,920 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,638,528 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $39,889,080 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $65,251,034 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $21,580 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,132,709 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,823,297 | PYOtherExpensesAmt |
| CY Other Expenses | $32,292,243 | CYOtherExpensesAmt |
| PY Total Expenses | $66,413,297 | PYTotalExpensesAmt |
| CY Total Expenses | $107,203,385 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $48,694,019 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,779,992 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $107,274,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,417,411 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,200,947 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,729,291 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $92,073,377 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $97,688,120 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TRANSFORM THE GLOBAL ENERGY SYSTEM TO SECURE A CLEAN, PROSPEROUS, ZERO-CARBON FUTURE FOR ALL. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $27,264,412 | ExpenseAmt |
| Grant | $390,693 | GrantAmt |
| Revenue | $3,071,055 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $36,818,793 | ExpenseAmt |
| Grant | $8,095,997 | GrantAmt |
| Revenue | $6,185,792 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,951,316 | ExpenseAmt |
| Grant | $412,500 | GrantAmt |
| Revenue | $1,115,701 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,078,231 | ExpenseAmt |
| Grant | $739,338 | GrantAmt |
| Revenue | $1,202,776 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,078,231 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $739,338 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,202,776 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $91,112,752 | 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 | false | 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 |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 126 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 455 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CO | ForeignCountryCd |
| Foreign Country | CH | 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | 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 | 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 | 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 | 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 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER MCCREERY | PersonNm |
| 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 (25 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 |
|---|---|---|---|---|---|---|---|---|---|
| JULES KORTENHORST | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.0 | 3.0 | Yes (X) | Yes (X) | $638,488 | $0 | $41,912 | ||
| JON CREYTS | |||||||||
| CHIEF OFFICER OF PROGRAMS | 40.0 | 0.0 | $392,646 | $0 | $46,451 | Yes (X) | |||
| MARTHA PICKETT | |||||||||
| GENERAL COUNSEL AND SECRETARY | 40.0 | 2.0 | Yes (X) | Yes (X) | $391,441 | $0 | $36,145 | ||
| JAMES NEWCOMB | |||||||||
| MANAGING DIRECTOR | 40.0 | 0.0 | $366,351 | $0 | $39,165 | Yes (X) | |||
| LENA HANSEN | |||||||||
| MANAGING DIRECTOR | 40.0 | 0.0 | $324,961 | $0 | $29,855 | Yes (X) | |||
| BRITTA GROSS | |||||||||
| MANAGING DIRECTOR | 40.0 | 0.0 | $315,901 | $0 | $37,642 | Yes (X) | |||
| HEATHER MCCREERY | |||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 1.0 | Yes (X) | $305,009 | $0 | $44,257 | |||
| JENNIFER STOKES | |||||||||
| MANAGING DIRECTOR - DEVELOPMEN | 40.0 | 0.0 | $292,868 | $0 | $33,066 | Yes (X) | |||
| LEIA GUCCIONE | |||||||||
| MANAGING DIRECTOR | 40.0 | 0.0 | $300,923 | $0 | $11,479 | Yes (X) | |||
| EDWARD HARVEY | |||||||||
| MANAGING DIRECTOR | 40.0 | 0.0 | $289,027 | $0 | $6,431 | Yes (X) | |||
| STEPHANIE GREENE | |||||||||
| MANAGING DIRECTOR | 40.0 | 0.0 | $212,375 | $0 | $26,911 | Yes (X) | |||
| EDWARD WHITE | |||||||||
| BOARD CHAIR | 1.0 | 1.0 | Yes (X) | Yes (X) | $50,000 | $0 | $0 | ||
| PETER BOYER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STEVE DENNING | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR WEI DING | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TOM DINWOODIE | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARK FERRON | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL HAAS | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS V MCGINN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEAN OELWANG | |||||||||
| LEAD INDEPENDENT TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE POLK | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH ANN SALL | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TODD STERN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KANDEH YUMKELLA | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| AMORY BLOCH LOVINS | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,879,990 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $353,314 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 114 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | 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 | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| SELF-HELP ENTERPRISES | ||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | CONSULTANT | $469,758 | |||||
| CALIFORNIA CLEAN ENERGY FUND | ||||||||||
| 436 14TH ST SUITE 1220 | OAKLAND | CA | 94612 | CONSULTING | $450,000 | |||||
| BROSS GROUP LLC | ||||||||||
| 200 UNION BLVD SUITE 200 | LAKEWOOD | CO | 80228 | IT SERVICES | $437,498 | |||||
| RMI CLEAN ENERGY INNOVATIONS PRIVAT | ||||||||||
| RESEARCH | $1,201,341 | M-34 GROUND FLOOR | SAKET | NEW DELHI | IN | 110017 | ||||
| SYSTEM IQ | ||||||||||
| CONSULTING | $1,378,484 | 69 CARTER LANE | LONDON | 0 | UK | EC4V 5EQ | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 51 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,372,333 | GovernmentGrantsAmt |
| All Other Contributions | $95,755,625 | AllOtherContributionsAmt |
| Noncash Contributions | $10,286,764 | NoncashContributionsAmt |
| Total Contributions | $97,127,958 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Consulting Fees | 541610 | $6,470,250 | $6,470,250 |
| GOVERNMENT & MULTILATERAL CONSULTING | 541610 | $4,501,667 | $4,501,667 |
| Program Event Revenue | 541610 | $48,000 | $48,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,019,917 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $456,689 | TotalRevenueColumnAmt |
| Exclusion | $456,689 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $743 | TotalRevenueColumnAmt |
| Exclusion | $743 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,061 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,061 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,061 | TotalRevenueColumnAmt |
| Exclusion | $19,061 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,786,412 | SecuritiesAmt |
| Other | $7,669,698 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,562,882 | SecuritiesAmt |
| Other | $195,414 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $223,530 | SecuritiesAmt |
| Other | $7,474,284 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,697,814 | TotalRevenueColumnAmt |
| Exclusion | $7,697,814 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Total Revenue Column | $661,195 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $555,407 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $105,788 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $661,195 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $116,983,377 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,575,324 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $105,788 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,174,307 | 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 | $3,349,799 | TotalAmt |
| Program Services | $3,349,799 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,288,729 | TotalAmt |
| Program Services | $6,288,729 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,200,143 | TotalAmt |
| Program Services | $1,452,046 | ProgramServicesAmt |
| Management And General | $1,416,445 | ManagementAndGeneralAmt |
| Fundraising | $331,652 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,137,638 | TotalAmt |
| Program Services | $43,812,382 | ProgramServicesAmt |
| Management And General | $4,827,230 | ManagementAndGeneralAmt |
| Fundraising | $2,498,026 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,017,376 | TotalAmt |
| Program Services | $1,746,192 | ProgramServicesAmt |
| Management And General | $196,354 | ManagementAndGeneralAmt |
| Fundraising | $74,830 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,263,037 | TotalAmt |
| Program Services | $4,432,359 | ProgramServicesAmt |
| Management And General | $504,152 | ManagementAndGeneralAmt |
| Fundraising | $326,526 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,632,840 | TotalAmt |
| Program Services | $3,087,914 | ProgramServicesAmt |
| Management And General | $399,612 | ManagementAndGeneralAmt |
| Fundraising | $145,314 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,054 | TotalAmt |
| Program Services | $540,187 | ProgramServicesAmt |
| Management And General | $101,489 | ManagementAndGeneralAmt |
| Fundraising | $9,378 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,109 | TotalAmt |
| Management And General | $305,109 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,580 | TotalAmt |
| Fundraising | $21,580 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,043 | TotalAmt |
| Management And General | $155,043 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,847,767 | TotalAmt |
| Program Services | $17,405,653 | ProgramServicesAmt |
| Management And General | $2,272,927 | ManagementAndGeneralAmt |
| Fundraising | $169,187 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,681,615 | TotalAmt |
| Program Services | $1,074,430 | ProgramServicesAmt |
| Management And General | $454,830 | ManagementAndGeneralAmt |
| Fundraising | $152,355 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,773,329 | TotalAmt |
| Program Services | $2,256,868 | ProgramServicesAmt |
| Management And General | $370,941 | ManagementAndGeneralAmt |
| Fundraising | $145,520 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,947,254 | TotalAmt |
| Program Services | $2,521,204 | ProgramServicesAmt |
| Management And General | $281,089 | ManagementAndGeneralAmt |
| Fundraising | $144,961 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,080,031 | TotalAmt |
| Program Services | $1,776,159 | ProgramServicesAmt |
| Management And General | $255,952 | ManagementAndGeneralAmt |
| Fundraising | $47,920 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,005 | TotalAmt |
| Program Services | $102,910 | ProgramServicesAmt |
| Management And General | $2,448 | ManagementAndGeneralAmt |
| Fundraising | $5,647 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,693 | TotalAmt |
| Program Services | $4 | ProgramServicesAmt |
| Management And General | $281,689 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,030,375 | TotalAmt |
| Program Services | $881,426 | ProgramServicesAmt |
| Management And General | $98,270 | ManagementAndGeneralAmt |
| Fundraising | $50,679 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,703 | TotalAmt |
| Program Services | $158,858 | ProgramServicesAmt |
| Management And General | $17,711 | ManagementAndGeneralAmt |
| Fundraising | $9,134 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOREIGN CURRENCY ADJUSTMENT | $103,201 | $102,070 | $1,131 |
| TAXES | $61,291 | $46,272 | $15,019 |
| BAD DEBT EXPENSE | $77,773 | $77,290 | $483 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,203,385 | TotalAmt |
| Program Services | $91,112,752 | ProgramServicesAmt |
| Management And General | $11,957,924 | ManagementAndGeneralAmt |
| Fundraising | $4,132,709 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,482,794 | BOYAmt |
| EOY | $29,716,111 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,480,408 | BOYAmt |
| EOY | $11,618,626 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,100,357 | BOYAmt |
| EOY | $3,673,204 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,180,906 | BOYAmt |
| EOY | $2,901,750 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,625,992 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,626,417 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,296,733 | BOYAmt |
| EOY | $14,999,575 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,118,759 | BOYAmt |
| EOY | $38,897,998 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $724,076 | BOYAmt |
| EOY | $11,800,128 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,890,291 | BOYAmt |
| EOY | $2,810,019 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,274,324 | BOYAmt |
| EOY | $116,417,411 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,637,755 | BOYAmt |
| EOY | $11,961,480 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,169 | BOYAmt |
| EOY | $795,474 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $5,677,868 | BOYAmt |
| EOY | $5,520,872 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,155 | BOYAmt |
| EOY | $451,465 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,200,947 | BOYAmt |
| EOY | $18,729,291 | 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 | $32,051,220 | BOYAmt |
| EOY | $37,440,450 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,022,157 | BOYAmt |
| EOY | $60,247,670 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,073,377 | BOYAmt |
| EOY | $97,688,120 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,274,324 | BOYAmt |
| EOY | $116,417,411 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,779,992 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,109,602 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$55,647 | 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 | $33,898,510 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,756,400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,847,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96,226,279 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,127,958 | CurrentTaxYearAmt |
| Total | $323,856,329 | 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 | $33,898,510 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,756,400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,847,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96,226,279 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,127,958 | CurrentTaxYearAmt |
| Total | $323,856,329 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $83,402,652 | SubstantialContributorsTotAmt |
| Public Support Total170 | $240,453,677 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,061 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,986 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $278,798 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $476,493 | CurrentTaxYearAmt |
| Total | $994,417 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $7,650 | CurrentTaxYearMinus3YearsAmt |
| Total | $7,650 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $324,858,396 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $48,647,308 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74018 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75000 | 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 | $4,601 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $86,416 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $91,017 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $107,112,369 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $107,203,386 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Form4720 Filed | false | Form4720FiledInd |
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 Minus1 | $8,333 | CurrentYearMinus1Amt |
| Current Year | $91,017 | CurrentYearAmt |
| Total | $99,350 | 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 Minus1 | $286 | CurrentYearMinus1Amt |
| Current Year | $4,601 | CurrentYearAmt |
| Total | $4,887 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $971,159 | BeginningYearBalanceAmt |
| Contributions | $29,597 | ContributionsAmt |
| Investment Earnings Or Losses | $37,165 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,422 | OtherExpendituresAmt |
| Administrative Expenses | $12,098 | AdministrativeExpensesAmt |
| End Year Balance | $1,006,401 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $922,691 | BeginningYearBalanceAmt |
| Contributions | $14,575 | ContributionsAmt |
| Investment Earnings Or Losses | $65,521 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,388 | OtherExpendituresAmt |
| Administrative Expenses | $12,240 | AdministrativeExpensesAmt |
| End Year Balance | $971,159 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.85910 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14090 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,127,876 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,629,102 | DepreciationAmt |
| Book Value | $13,498,774 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $367,510 | OtherCostOrOtherBasisAmt |
| Depreciation | $302,312 | DepreciationAmt |
| Book Value | $65,198 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,030,606 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,597,781 | DepreciationAmt |
| Book Value | $1,432,825 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $100,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $97,222 | DepreciationAmt |
| Book Value | $2,778 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,999,575 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIXED INCOME INVESTMENTS | Desc |
| Book Value | $11,800,128 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,800,128 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $451,465 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $451,465 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $113,141,222 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,109,602 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $478,137 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$3,631,465 | RevenueNotReportedAmt |
| Revenue Subtotal | $116,772,687 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $155,043 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $55,647 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $210,690 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $116,983,377 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $107,526,479 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $478,137 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $478,137 | ExpensesNotReportedAmt |
| Expenses Subtotal | $107,048,342 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $155,043 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $155,043 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $107,203,385 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART X, LINE 2 | RMI APPLIES A MORE-LIKELY-THAN-NOT MEASUREMENT METHODOLOGY TO REFLECT THE FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AFTER EVALUATING THE TAX POSITIONS TAKEN, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED AS OF JUNE 30, 2022 AND 2021. IF INCURRED, INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS ARE RECORDED IN THE PERIOD ASSESSED AS GENERAL AND ADMINISTRATIVE EXPENSE. NO INTEREST OR PENALTIES HAVE BEEN ASSESSED AS OF JUNE 30, 2022 AND 2021. |
| SCHEDULE D, PART V, LINE 4 | ENDOWMENT FUNDS ARE USED TO PROVIDE RMI INTERNSHIPS. |
| SCHEDULE D, PART XI, LINE 4B | REVENUE REPORTED IN AUDIT NOT ON 990: 55,647 - BENEFICIAL INTEREST HELD IN THE DENVER FOUNDATION |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 5 | Program Services | SEE PART V | $1,140,647 | |
| East Asia and the Pacific | 32 | Program Services | SEE PART V | $5,657,289 | 1 |
| Europe (Including Iceland and Greenland) | 32 | Program Services | SEE PART V | $5,355,879 | |
| Middle East and North Africa | Program Services | SEE PART V | $171,237 | ||
| North America | 8 | Program Services | SEE PART V | $1,095,702 | |
| South America | Program Services | SEE PART V | $29,168 | ||
| South Asia | 24 | Program Services | SEE PART V | $2,671,503 | |
| Sub-Saharan Africa | 11 | Program Services | SEE PART V | $1,311,328 | |
| Europe (Including Iceland and Greenland) | Grantmaking | $5,839,391 | |||
| South Asia | Grantmaking | $446,588 | |||
| Central America and the Caribbean | Grantmaking | $1,500 | |||
| Sub-Saharan Africa | Grantmaking | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 112 | SubtotalEmployeesCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 112 | TotalEmployeeCnt |
| Subtotal Spent | $23,721,482 | SubtotalSpentAmt |
| Total Spent | $23,721,482 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (9 entries)
| RegionRegionTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|
| South Asia | $316,444 | WIRE |
| South Asia | $90,823 | Wire |
| South Asia | $39,321 | Wire |
| Europe (Including Iceland and Greenland) | $947,000 | WIRE |
| Europe (Including Iceland and Greenland) | $1,111,275 | WIRE |
| Europe (Including Iceland and Greenland) | $45,000 | Wire |
| Europe (Including Iceland and Greenland) | $40,000 | WIRE |
| Europe (Including Iceland and Greenland) | $62,500 | WIRE |
| Europe (Including Iceland and Greenland) | $3,633,616 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 8 | 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 | 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, COLUMN (e) | DESCRIPTION OF PROGRAM SERVICE ACTIVITIES: LINE 3 (1): AFRICA, CARBON-FREE BUILDINGS, ENERGY TRANSITION ACADEMY, GLOBAL SOUTH LINE 3 (2): AFRICA, CLIMATE FINANCE ACCEESS NETWORK, CHINA, CLIMATE ALIGNED INDUSTRIES, INDIA, GLOBAL SOUTH LINE 3 (3): GLOBAL SOUTH, CARBON-FREE ELECTRICITY, CARBON-FREE MOBILITY, CLIMATE FINANCE ACCESS NETWORK, CHINA, CLIMATE ALIGNED INDUSTRIES, CLIMATE INTELLIGENCE, COMMUNICATIONS, CORE BUSINESS FUNCTIONS, ENERGY TRANSITION ACADEMY, FINANCE, PORTFOLIO IMPACT ACCELERATOR, STRATEGIC ANALYST AND ENGAGEMENT, THIRD DERIVATIVE, URBAN TRANSFORMATION LINE 3 (4): CLIMATE ALIGNED INDUSTRIES, CORE BUSINESS FUNCTIONS LINE 3 (5): GLOBAL SOUTH, CARBON-FREE BUILDINGS, CARBON-FREE ELECTRICITY, CLIMATE FINANCE ACCESS NETWORK, CLIMATE INTELLIGENCE, COMMUNICATIONS, CORE BUSINESS FUNCTIONS, ENERGY TRANSITION ACADEMY, FINANCE, PORTFOLIO IMPACT ACCELERATOR, STRATEGIC ANALYSIS AND ENGAGEMENT, THIRD DERIVATIVE, URBAN TRANSFORMATION, US LINE 3 (6): CARBON-FREE BUILDINGS, GLOBAL SOUTH LINE 3 (7): CARBON-FREE BUILDINGS, CARBON-FREE ELECTRICITY, CLIMATE INTELLIGENCE, CORE BUSINESS FUNCTIONS, INDIA, THIRD DERIVATIVE, URBAN TRANSFORMATION, VOYAGER LINE 3 (8): GLOBAL SOUTH, CARBON-FREE ELECTRICITY, CLIMATE INTELLIGENCE, COMMUNICATIONS, ENERGY TRANSITION ACADEMY, THIRD DERIVATIVE |
| SCHEDULE F, PART I, LINE 3 COLUMN (f) | DESCRIPTION OF ACCOUNTING METHOD: FOREIGN EXPENDITURES ARE ACCOUNTED FOR ACCORDING TO ACCRUAL BASIS OF ACCOUNTING USING EXPENSE REPORTS, GRANT FEEDBACK, AND OTHER APPROPRIATE DOCUMENTATION. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NODE MARKETING AND COMMUNICATIONS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 B Aspen Airport Business Center | AddressLine1Txt |
| City | Aspen | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DEVELOPMENT | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $21,580 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $21,580 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $0 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | 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 | 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 | 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 (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Philadelphia Green Capital Corp | |||||||
| 1400 John F Kennedy Blvd City Hall | Philadelphia | PA | 19107 | 862714334 | 501(c)(3) | $25,000 | Support Program |
| People for Community Recovery | |||||||
| 13330 S Corliss | Chicago | IL | 60827 | 363415767 | 501(c)(3) | $8,600 | Support Program |
| New Buildings Institute | |||||||
| 151 SW 1st Ave Ste 300 | Portland | OR | 972043558 | 680401509 | 501(c)(3) | $295,375 | Support Program |
| Main South CDC Worchester HEART | |||||||
| 63 Franklin Street 3rd Floor | Boston | MA | 02110 | 042921465 | 501(c)(3) | $15,000 | Support Program |
| Energy Efficiency Business Coalition (EEBC) | |||||||
| 303 S Broadway Ste 200-230 | Denver | CO | 80209 | 261971328 | 501(c)(3) | $50,000 | Support Program |
| Eco Infinity Nation LLC | |||||||
| 4616 25th Ave NE Suite 289 | Seattle | WA | 98105 | 831126733 | $10,000 | Support Program | |
| We Mean Business Coalition | |||||||
| 1178 Broadway 3rd Floor 325 | New York | NY | 10001 | 854146520 | 501(c)(3) | $1,578,687 | Support Program |
| GISTEarth LLC | |||||||
| 1924 Park Road NW | Washington | DC | 20010 | $300,000 | Support Program | ||
| Columbia University | |||||||
| 622 West 113 Street | New York | NY | 10025 | 135598093 | 501(c)(3) | $25,000 | Support Program |
| Colorado School of Mines | |||||||
| 1500 Illinois Street | Golden | CO | 80401 | 846000551 | 501(c)(3) | $25,000 | Support Program |
| American Red Cross | |||||||
| 444 Sherman St | Denver | CO | 80203 | 530196605 | 501(c)(3) | $10,000 | Support Program |
| The Regents of the University of California | |||||||
| 1850 Research Park Drive | Davis | CA | 956188140 | 946036494 | 501(c)(3) | $50,000 | Support Program |
| International Council on Clean Transportation | |||||||
| 1500 K Street NW Suite 650 | Washington | DC | 20005 | 203076690 | 501(c)(3) | $140,000 | Support Program |
| Hua Nani Partners LLC | |||||||
| PO Box 1303 | Kailua | HI | 96734 | 843031045 | $18,000 | Support Program | |
| Patillas Farmacia Jomari | |||||||
| 18 Calle Munoz | Rivera | PA | 00723 | 660643548 | $49,800 | Support Program | |
| World Resources Institute | |||||||
| 10 G Street NE 800 | Washington | DC | 20002 | 521257057 | 501(c)(3) | $325,000 | Support Program |
| Resource Legacy Fund (Climate Mayors) | |||||||
| 555 Capitol Mall Suite 1095 | Sacramento | CA | 95814 | 954703838 | 501(c)(3) | $400,000 | Support Program |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 13 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | FOR GRANT SUBRECIPIENTS, 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JULES KORTENHORST | ||||||||||||
| CHIEF EXECUTIVE OFFICER | $381,161 | $0 | $254,555 | $0 | $2,772 | $0 | $14,500 | $0 | $27,412 | $0 | $680,400 | $0 |
| HEATHER MCCREERY | ||||||||||||
| CHIEF FINANCIAL OFFICER | $248,043 | $0 | $56,000 | $0 | $966 | $0 | $11,203 | $0 | $33,054 | $0 | $349,266 | $0 |
| MARTHA PICKETT | ||||||||||||
| GENERAL COUNSEL AND SECRETARY | $311,250 | $0 | $75,000 | $0 | $5,191 | $0 | $12,445 | $0 | $23,700 | $0 | $427,586 | $0 |
| JAMES NEWCOMB | ||||||||||||
| MANAGING DIRECTOR | $292,579 | $0 | $71,000 | $0 | $2,772 | $0 | $14,500 | $0 | $24,665 | $0 | $405,516 | $0 |
| LENA HANSEN | ||||||||||||
| MANAGING DIRECTOR | $260,541 | $0 | $64,000 | $0 | $420 | $0 | $9,796 | $0 | $20,059 | $0 | $354,816 | $0 |
| BRITTA GROSS | ||||||||||||
| MANAGING DIRECTOR | $252,505 | $0 | $63,000 | $0 | $396 | $0 | $12,833 | $0 | $24,809 | $0 | $353,543 | $0 |
| LEIA GUCCIONE | ||||||||||||
| MANAGING DIRECTOR | $246,869 | $0 | $54,000 | $0 | $54 | $0 | $10,646 | $0 | $833 | $0 | $312,402 | $0 |
| EDWARD HARVEY | ||||||||||||
| MANAGING DIRECTOR | $96,850 | $0 | $64,000 | $0 | $128,177 | $0 | $4,781 | $0 | $1,650 | $0 | $295,458 | $0 |
| JENNIFER STOKES | ||||||||||||
| MANAGING DIRECTOR - DEVELOPMEN | $239,238 | $0 | $53,000 | $0 | $630 | $0 | $9,042 | $0 | $24,024 | $0 | $325,934 | $0 |
| STEPHANIE GREENE | ||||||||||||
| MANAGING DIRECTOR | $175,715 | $0 | $36,600 | $0 | $60 | $0 | $9,206 | $0 | $17,705 | $0 | $239,286 | $0 |
| JON CREYTS | ||||||||||||
| CHIEF OFFICER OF PROGRAMS | $316,680 | $0 | $75,000 | $0 | $966 | $0 | $12,626 | $0 | $33,825 | $0 | $439,097 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | DESCRIPTION OF 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 ONE YEAR LEASE ENDS DECEMBER 31, 2022. THE RENT IS $123 PER MONTH. |
| SCHEDULE J, PART I, LINE 4A | DESCRIPTION OF SEVERANCE OR CHANGE OF CONTROL PAYMENT: EDWARD HARVEY RECEIVED A QUALIFYING PAYMENT IN THE AMOUNT OF $127,500. |
| SCHEDULE J, PART I, LINE 7 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMORY BLOCH LOVINSLOVINS ASSOCIATE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $244,113 | TransactionAmt |
| Transaction | SEE DESCRIPTION | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV, COLUMN (D) | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION OF BUSINESS TRANSACTION INVOLVING INTERESTED PERSON: AMORY LOVINS IS A CURRENT TRUSTEE AND THE FORMER CHIEF SCIENTIST. RMI PAID LOVINS ASSOCIATES $244,113 DURING FISCAL YEAR ENDING 6/30/2022 FOR CONSULTING AS AN INDEPENDENT CONTRACTOR. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,159,341 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | CRYPTOCURRENCY | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $127,423 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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, COLUMN B | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN B REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | VOYAGER IS A UNIQUE SOFTWARE TOOL THAT HELPS SCALE AND DISSEMINATE ZERO-CARBON BUILDING PRACTICES, TECHNOLOGIES, BUSINESS MODELS, AND FINANCE REQUIREMENTS. |
| FORM 990, PART III, LINE 4A | Scaling solutions around the world: - RMI China accelerates a just and equitable decarbonization of the country's biggest carbon-producing sectors, offering in-depth technical expertise and solution-based implementation strategies to help China reach its national energy and emissions targets without sacrificing economic gains. - 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 align with a 1.5C future. - RMI India is supporting India in meeting its stated clean energy goals while also building its economy and improving public health. - The US Program raises the ambition and impact of US federal and state climate policy, helping create tangible examples to show that ambitious climate goals 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, increase resilience, and advance social equity. |
| FORM 990, PART III, LINE 4B | Decarbonizing Key Sectors - Carbon-Free Buildings drives a climate-aligned, equitable transition of the global buildings sector by creating all-electric, highly efficient, grid-interactive buildings powered by clean energy. We also work to reduce the carbon associated with building materials and construction. - Carbon-Free Electricity helps utilities embrace and lead the accelerated shift to global, equitable decarbonization of electricity systems. - Carbon-Free Mobility spearheads a rapid and equitable transition to clean transportation. Our work will accelerate the pace and scale of vehicle electrification from the grid up and de-risk the EV transition to unlock private investment. - Climate-Aligned Industries helps bring hard-to-abate industries into alignment with a 1.5C future, seeking product parity - a good that is similar enough to be easily substituted - for green steel, aluminum, concrete, and chemicals, and developing low- to no-carbon fuels for shipping, trucking, and aviation. |
| FORM 990, PART III, LINE 4C | 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. - Finance works with the finance community to build the infrastructure, solutions, and foundation necessary to align the global finance sector's actions with concrete carbon reduction goals. - 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 tackle climate challenges and seize clean energy opportunities. - Strategic Analysis and Engagement provides corporations and financial institutions with timely and actionable insights into how the global energy transition is unfolding and how they can implement successful climate action strategies. - Third Derivative guides and supports the climate tech entrepreneurs who are solving the world's toughest climate challenges, connecting them with a vast and diverse network of experts, corporate partners, and investors to help these startups go to market faster, advance climate tech innovation, and achieve real climate impacts. |
| FORM 990, PART III, LINE 4D | DESCRIPTION OF OTHER PROGRAM SERVICES : - Communications: As an audience-first, multi-channel storytelling force, RMI strategically communicates to its stakeholders, the media, and key decision-makers to change the course of climate change. - The Portfolio Impact Accelerator increases the impact of RMI programs by supporting cross-cutting capabilities critical to success, including corporate engagement; monitoring, evaluation, and learning; equity and justice; and collaborative practices such as facilitation. - Voyager is a unique software tool that helps scale and disseminate zero-carbon building practices, technologies, business models, and finance requirements. |
| FORM 990, PART VI, SECTION A, LINE 2 | JULES KORTENHORST AND JON CREYTS HAVE A BUSINESS RELATIONSHIP AS THEY SERVE TOGETHER ON A SEPARATE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 4 | THESE AMENDED AND RESTATED BYLAWS WERE APPROVED AND ADOPTED BY THE BOARD OF TRUSTEES OF THE CORPORATION ON 28 OCTOBER 2021 TO MODIFY ARTICLE IV, SECTION 8, INCREASING THE AMOUNT OF LOANS AND INDEBTEDNESS THAT MANAGEMENT MAY INCUR WITHOUT PRIOR BOARD CONSENT FROM $.5 MILLION TO $10 MILLION PER OCCURRENCE. |
| FORM 990, PART VI, SECTION B, LINE 11B | 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, SECTION B, LINE 12C | OFFICER, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO UPDATE AND SUBMIT A SIGNED STATEMENT ANNUALLY THAT DISCLOSES ANY RELATIONSHIPS OR SITATIONS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. ALL CONFLICTS OF INTERESTS ARE REVIEWED BY THE CONTROLLER TO DETERMINE IF A CONFLICT EXISTS. IF A CONFLICT EXISTS APPROPRIATE ACTION IS TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 15A & 15b | RMI HAS ENGAGED AN OUTSIDE COMPENSATION FIRM TO REVIEW COMPENSATION FOR ALL MANAGING DIRECTORS, UPDATE BENCHMARKS, AND ENSURE COMPENSATION LEVELS ARE APPROPRIATELY COMPETITIVE. THIS REVIEW IS COMPLETED ANNUALLY. 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 RESOURCE SYSTEM. |
| FORM 990, PART VI, SECTION C, LINE 19 | 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 XI, LINE 9 | DESCRIPTION OF OTHER CHANGES IN NET ASSETS: 55,647 - BENEFICIAL INTEREST HELD BY THE DENVER FOUNDATON |
| FORM 990 PART IX LINE 11G | DESCRIPTION:RESEARCH & CONSULTING TOTAL FEES:17077593 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:COMMUNICATIONS CONSULTANTS TOTAL FEES:1987280 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PAYROLL FEES TOTAL FEES:782894 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RMI INNOVATION CENTER LLC | BusinessNameLine1Txt |
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 | 80302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742244146 | EIN |
| Primary Activities | RMI MGMT | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| End Of Year Assets | $13,498,774 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | 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 | ||||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | 862478288 | JOURNALISM | DE | 501C3 | Line 10 | ROCKY MOUNTA | Yes (true) |
| ROCKY MOUNTAIN INSTITUTE INTERNATIONAL | ||||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | 473919461 | RESEARCH | CO | 501C3 | Line 12a, I | ROCKY MOUNTA | Yes (true) |
| MISSION POSSIBLE PARTNERSHIP (USA) INC | ||||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | 872398379 | De-Carbon | DE | 501C3 | Line 7 | ROCKY MOUNTA | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | 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
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Canary Media | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $500,000 | InvolvedAmt |
| Method Of Amount Determination | BOOK | MethodOfAmountDeterminationTxt |
Comments