UNITED STATES ENDOWMENT FORFORESTRY AND COMMUNITIES INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UNITED STATES ENDOWMENT FORFORESTRY AND COMMUNITIES INC (EIN 20-5583324)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202303149349303510
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T12:29:08-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIDGEFIELD COURT | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205583324 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED STATES ENDOWMENT FOR FORESTRY | BusinessNameLine1Txt |
| Business Name Line2 | AND COMMUNITIES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 8642337646 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S ACADEMY ST STE 101 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER C MADDEN | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8642337646 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | MADDEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY BIBBY | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2023-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER C MADDEN | PrincipalOfficerNm |
| Gross Receipts | $14,930,721 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.USENDOWMENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE POSITIVE CHANGE FOR THE NATION'S WORKING FORESTS AND FOREST-RELIANT COMMUNITIES | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,743,082 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,859,388 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,839,287 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,523,750 | CYInvestmentIncomeAmt |
| PY Other Revenue | $541,193 | PYOtherRevenueAmt |
| CY Other Revenue | $547,583 | CYOtherRevenueAmt |
| PY Total Revenue | $18,123,562 | PYTotalRevenueAmt |
| CY Total Revenue | $14,930,721 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,394,729 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,620,815 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,834,273 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,436,610 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,637,875 | PYOtherExpensesAmt |
| CY Other Expenses | $3,428,371 | CYOtherExpensesAmt |
| PY Total Expenses | $21,866,877 | PYTotalExpensesAmt |
| CY Total Expenses | $22,485,796 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,743,315 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,555,075 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $317,205,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $283,124,174 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,244,889 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,192,824 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $308,960,142 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $271,931,350 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ENDOWMENT WORKS COLLABORATIVELY WITH PARTNERS IN THE PUBLIC AND PRIVATE SECTORS TO ADVANCE SYSTEMIC, TRANSFORMATIVE, AND SUSTAINABLE CHANGE FOR THE HEALTH AND VITALITY OF THE NATION'S WORKING FORESTS AND FOREST RELIANT COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,569,519 | ExpenseAmt |
| Grant | $14,620,815 | GrantAmt |
| Desc | SEE SCHEDULE O FOR STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS:THE ENDOWMENT ADVANCES ITS MISSION USING A "THEORY OF CHANGE" THAT FOCUSES ON THREE AREAS: RETAINING AND RESTORING HEALTHY WORKING FORESTS; PROMOTING AND CAPTURING MULTIPLE VALUE STREAMS USING MARKET-BASED TOOLS; AND ENHANCING COMMUNITY CAPACITY, COLLABORATION, AND LEADERSHIP. THE ENDOWMENT DEPLOYS ITS WORK THROUGH FIVE PRIMARY INITIATIVES, EACH OF WHICH SUPPORTS SEVERAL PROGRAMS OR PROJECTS. I. ECOSYSTEM MARKETS: MONETIZING NON-TRADITIONAL FOREST PRODUCTS. THE HEALTHY WATERSHED THROUGH HEALTHY FORESTS PROGRAM CONNECTS DOWNSTREAM WATER CONSUMERS WITH UPSTREAM FOREST OWNERS WITH THE INTENT TO ADVANCE OVERALL WATERSHED HEALTH AND QUALITY BY ENSURING WORKING FOREST RETENTION. MUCH OF THIS WORK IS JOINTLY FUNDED IN PARTNERSHIP WITH THE USDA NATURAL RESOURCES CONSERVATION SERVICE (NRCS) AND THE ENVIRONMENTAL PROTECTION AGENCY (EPA). WE CONTINUE NATIONWIDE COLLABORATION WITH THE AMERICAN WATER WORKS ASSOCIATION, WHICH REPRESENTS WATER UTILITIES AND THE WATER COMMUNITY.II. FOREST RETENTION AND HEALTH: RETAINING/EXPANDING AND ENSURING HEALTH OF FORESTS. THIS IS A WIDE-RANGING INITIATIVE THAT INCLUDES SERVING AS CROSS-BORDER CONVENER FOR MORE STRATEGIC COLLABORATION BETWEEN CANADA AND THE U.S. TO DATE WE HOSTED FIVE CANADA/US FOREST HEALTH AND INNOVATION SUMMITS ROUGHLY ON A BIENNIAL BASIS. OTHER WORK INCLUDES KEEPING FORESTS, THE DEPARTMENT OF DEFENSE'S BASE BUFFERING PROGRAM, AND INNOVATIVE FINANCING APPROACHES FOR FOREST MANAGEMENT AND RETENTION. EACH IS DESIGNED TO AID IN RETENTION AND RESTORATION OF HEALTHY WORKING FORESTS. III. TRADITIONAL MARKETS: AFTER SUCCESSFUL WORK THAT LED TO THE CREATION OF TWO COMMODITY CHECK-OFFS SOFTWOOD LUMBER BOARD AND PAPER & PAPER-BASED PACKAGING BOARD -- MORE RECENT WORK HAS INCLUDED SUPPORTING INITIATIVES TO ADVANCE PUBLIC UNDERSTANDING OF THE BENEFITS OF WORKING FORESTS AND THE ROLE THEY PLAY IN CLIMATE SOLUTIONS. WE ARE CONTINUING TO DEVELOP BLOCKCHAIN SOLUTIONS THROUGH A PROGRAM CALLED FORESTRUST, WHICH SEEKS TO TRACK THE SUPPLY CHAIN OF TIMBER AND FOREST PRODUCTS FROM FORESTS TO END-PRODUCT, WHICH HELPS ALLEVIATE ISSUES INVOLVING ILLEGAL LOGGING. IV. FUTURE MARKETS: THE ENDOWMENT IS PARTNERING WITH THE USDA FOREST SERVICE AND EMERGING PRODUCERS TO ADVANCE COMMERCIALIZATION OF CELLULOSIC NANOMATERIALS. THIS MULTI-YEAR INITIATIVE ENGAGES PARTNERS TO FILL KNOWLEDGE GAPS FACILITATING NEW PRODUCTS AND APPLICATIONS WHILE PLACING A PRIMARY INTEREST ON ENSURING HUMAN AND ENVIRONMENTAL HEALTH AND SAFETY. WORK CONTINUES TO ADVANCE MASS TIMBER APPLICATIONS TO SUPPORT TALL WOODEN BUILDINGS, INCLUDING ADVANCING THE CARBON STORY OF FOREST PRODUCTS. THE GREATEST SUCCESS TO DATE WAS ACHIEVED IN CONCERT WITH THE SOFTWOOD LUMBER BOARD AND AMERICAN WOOD COUNCIL AS EFFORTS TO MODERNIZE BUILDING CODES WERE ACHIEVED THAT WILL ALLOW CONSTRUCTION OF MASS TIMBER BUILDINGS UP TO 18 STORIES FROM THE PREVIOUS 6-STORY LIMIT. ADDITIONALLY, WE ARE WORKING TO DEVELOP MARKETS FOR SMALL DIAMETER, DYING AND DEAD TREES TO ENHANCE FOREST HEALTH WHILE ADVANCING FAMILY-SUPPORTING JOBS IN RURAL COMMUNITIES. THROUGH PARTNERSHIP WITH THE USDA FOREST SERVICE, WE ARE CONCENTRATING OUR WORK ON COMMERCIALIZING TORREFACTION TO PROVIDE A ROBUST NEW MARKET FOR FUELS THAT COULD YIELD GREEN ENERGY. BUILDING ON TESTS OF TORREFIED PELLETS COMPLETED IN A COAL-FIRED FACILITY, THE TORREFACTION FACILITY IS NEARLY SET TO BEGIN ROUND-THE-CLOCK PRODUCTION OF COMMERCIAL-SCALE TORREFIED MATERIAL AND OTHER HIGH CARBON CONTENT PRODUCTS LIKE BIOCHAR.V. ASSET CREATION: WE CONTINUE TO SUPPORT THE SUSTAINABLE FORESTRY AND LAND RETENTION (SFLR) NETWORK AND THEIR GOAL TO USE FORESTS AND FOREST-BASED ASSETS TO CREATE ECONOMIC OPPORTUNITY FOR AFRICAN AMERICAN LANDOWNERS. AMERICAN FOREST FOUNDATION IS NOW THE SFLR FISCAL AGENT. SFLR IS A MULTI-YEAR PROGRAM IN PARTNERSHIP WITH THE USDA FOREST SERVICE AND NRCS ACROSS EIGHT SOUTHERN STATES AND HAS SUCCESSFULLY SEEN 1,500 BLACK FAMILIES MOVE THEIR LANDS INTO THE FOREST MANAGEMENT PIPELINE. WE ARE APPLYING THE APPLIED LEARNINGS FOR OUR WORK WITH THE SFLR NETWORK TO EXPLORE HISPANIC/LATINO LANDOWNERS AND THEIR ABILITY TO GENERATE WEALTH FOR THEIR FAMILIES AND COMMUNITIES. WE CONTINUE TO WORK WITH THE ECONOMIC DEVELOPMENT ADMINISTRATION IN NEW ENGLAND IN PARTNERSHIP WITH THE NORTHERN FOREST CENTER TO ASSIST IN FINDING LOCAL ECONOMIC SOLUTIONS TO HELP OFFSET THE IMPACT OF THE CLOSURE OF MUCH OF THE REGION'S PULP AND PAPER PRODUCTION. | Desc |
| Total Program Service Expenses | $21,569,519 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOIE MORE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8642337646 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S ACADEMY ST STE 101 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ADRIAN BLOCKER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JO-ELLEN DARCY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLINE DAUZAT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK EMMERSON | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES FARRELL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARO IMIRZIAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SOLIE KILPI | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS MCIVER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK REED | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN SCHUYLER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CRIS STAINBROOK | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RACHEL JACOBSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BEATRIZ DA CUNHA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSHUA RAGLIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER MADDEN | ||||||||
| CEO SECRETARY | 40.00 | Yes (X) | $415,965 | $0 | $67,495 | Yes (X) | ||
| JOIE MORE | ||||||||
| CHIEF FINANCIAL OFFICER (APR 2022 FORWARD) | 40.00 | $152,804 | $0 | $46,553 | Yes (X) | |||
| SIGNE CANN | ||||||||
| CHIEF FINANCIAL OFFICER (JAN 2022-MARCH 2022) | 40.00 | $75,154 | $0 | $9,926 | Yes (X) | |||
| PETER STANGEL | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | $316,593 | $0 | $54,137 | Yes (X) | |||
| ALICIA CRAMER | ||||||||
| SENIOR VICE PRESIDENT | 40.00 | $268,320 | $0 | $55,262 | Yes (X) | |||
| MICHAEL GOERGEN | ||||||||
| VICE PRESIDENT | 40.00 | $244,292 | $0 | $26,872 | Yes (X) | |||
| MATTHEW KRUMENAUER | ||||||||
| VICE PRESIDENT | 40.00 | $218,653 | $0 | $24,160 | Yes (X) | |||
| JAIME DANIEL | ||||||||
| FINANCE DIRECTOR | 40.00 | $111,185 | $0 | $34,075 | Yes (X) | |||
| ALETA ROGERS | ||||||||
| MANAGER, GRANTS & CONTRACTS COMPLIANCE | 40.00 | $111,499 | $0 | $12,265 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,914,465 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $330,745 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| QUANTIFIED VENTURES | |||||
| 6410 RUFFIN RD | CHEVY CHASE | MD | 20815 | PROJECT MANAGEMENT | $686,204 |
| VIREO ADVISORS LLC | |||||
| 111 PERKINS STREET APT 216 | BOSTON | MA | 02130 | ENVIRONMENTAL CONSULTING | $556,221 |
| SURFATECH CORPORATION | |||||
| 1625 LAKES PARKWAY SUITE N | LAWRENCEVILLE | GA | 30043 | PROJECT MANAGEMENT | $340,000 |
| THE LONGLEAF ALLIANCE | |||||
| 12130 DIXON CENTER RD | ANDALUSIA | AL | 36420 | PROJECT MANAGEMENT | $295,086 |
| ELECTRIC POWER RESEARCH INSTITUTE | |||||
| 3420 HILLVIEW AVE | PALO ALTO | CA | 94304 | PROJECT MANAGEMENT | $276,442 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $7,968,777 | GovernmentGrantsAmt |
| All Other Contributions | $2,890,611 | AllOtherContributionsAmt |
| Total Contributions | $10,859,388 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$326,197 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$831,705 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $505,508 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,849,947 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,849,947 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,849,947 | TotalRevenueColumnAmt |
| Exclusion | $3,849,947 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | $426,066 | $426,066 |
| MANAGEMENT FEES | 541610 | $121,517 | $121,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $547,583 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,930,721 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$831,705 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,903,038 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,620,815 | TotalAmt |
| Program Services | $14,620,815 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,551,232 | TotalAmt |
| Program Services | $1,163,424 | ProgramServicesAmt |
| Management And General | $387,808 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,057,845 | TotalAmt |
| Program Services | $1,951,119 | ProgramServicesAmt |
| Management And General | $106,726 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $569,721 | TotalAmt |
| Program Services | $481,195 | ProgramServicesAmt |
| Management And General | $88,526 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,812 | TotalAmt |
| Program Services | $230,923 | ProgramServicesAmt |
| Management And General | $26,889 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,025 | TotalAmt |
| Program Services | $31 | ProgramServicesAmt |
| Management And General | $20,994 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,632 | TotalAmt |
| Management And General | $54,632 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,912 | TotalAmt |
| Management And General | $72,912 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495,030 | TotalAmt |
| Program Services | $491,398 | ProgramServicesAmt |
| Management And General | $3,632 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,589 | TotalAmt |
| Program Services | $331,589 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,589 | TotalAmt |
| Program Services | $459,875 | ProgramServicesAmt |
| Management And General | $13,714 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $822,881 | TotalAmt |
| Program Services | $807,773 | ProgramServicesAmt |
| Management And General | $15,108 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,100 | TotalAmt |
| Program Services | $93,245 | ProgramServicesAmt |
| Management And General | $73,855 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,302 | TotalAmt |
| Program Services | $21,062 | ProgramServicesAmt |
| Management And General | $3,240 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,237 | TotalAmt |
| Program Services | $18,359 | ProgramServicesAmt |
| Management And General | $15,878 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,327 | TotalAmt |
| Program Services | $383,327 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,841 | TotalAmt |
| Program Services | $397,257 | ProgramServicesAmt |
| Management And General | $6,584 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES AND OTHER EXPENSE | Desc |
| Total | $143,906 | TotalAmt |
| Program Services | $118,127 | ProgramServicesAmt |
| Management And General | $25,779 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,485,796 | TotalAmt |
| Program Services | $21,569,519 | ProgramServicesAmt |
| Management And General | $916,277 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,562,841 | BOYAmt |
| EOY | $8,716,155 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,925,007 | BOYAmt |
| EOY | $5,760,496 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,381 | BOYAmt |
| EOY | $277,279 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,204 | BOYAmt |
| EOY | $101,247 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,461,567 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,505,685 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,884,202 | BOYAmt |
| EOY | $19,955,882 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,472,567 | BOYAmt |
| EOY | $176,034,640 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,952,792 | BOYAmt |
| EOY | $71,600,653 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,037 | BOYAmt |
| EOY | $677,822 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,205,031 | BOYAmt |
| EOY | $283,124,174 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,244,889 | BOYAmt |
| EOY | $11,192,824 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,244,889 | BOYAmt |
| EOY | $11,192,824 | 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 | $23,121,290 | BOYAmt |
| EOY | $22,636,985 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,838,852 | BOYAmt |
| EOY | $249,294,365 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,960,142 | BOYAmt |
| EOY | $271,931,350 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,205,031 | BOYAmt |
| EOY | $283,124,174 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$7,555,075 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$29,473,717 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | 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 | $8,922,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,675,091 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,387,679 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,743,082 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,859,388 | CurrentTaxYearAmt |
| Total | $53,587,776 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,922,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,675,091 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,387,679 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,743,082 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,859,388 | CurrentTaxYearAmt |
| Total | $53,587,776 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $390,584 | SubstantialContributorsTotAmt |
| Public Support Total170 | $53,197,192 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,228,723 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $917,660 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $492,286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $639,613 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $505,508 | CurrentTaxYearAmt |
| Total | $4,783,790 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $149,116 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $283,233 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $342,687 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $541,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $547,583 | CurrentTaxYearAmt |
| Total | $1,863,812 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $60,235,378 | TotalSupportAmt |
| Public Support CY170 | 0.88320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83570 | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $284,425,359 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$26,075,066 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,715,000 | OtherExpendituresAmt |
| End Year Balance | $247,635,293 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $247,828,142 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $44,248,217 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,651,000 | OtherExpendituresAmt |
| End Year Balance | $284,425,359 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $230,682,480 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $24,953,662 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,808,000 | OtherExpendituresAmt |
| End Year Balance | $247,828,142 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $201,429,295 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $37,428,185 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,175,000 | OtherExpendituresAmt |
| End Year Balance | $230,682,480 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $221,406,784 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$11,560,489 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,417,000 | OtherExpendituresAmt |
| End Year Balance | $201,429,295 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.80760 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19240 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $621,858 | OtherCostOrOtherBasisAmt |
| Book Value | $621,858 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $332,368 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,352 | DepreciationAmt |
| Book Value | $268,016 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,444,257 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,441,333 | DepreciationAmt |
| Book Value | $6,002,924 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,063,084 | OtherCostOrOtherBasisAmt |
| Book Value | $13,063,084 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,955,882 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIVATE LIMITED PARTNERSHIPS | Desc |
| Book Value | $71,600,653 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $71,600,653 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$14,615,908 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$29,473,717 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$29,473,717 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,857,809 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $72,912 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $72,912 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,930,721 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,412,884 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,412,884 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $72,912 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $72,912 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,485,796 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION WAS FUNDED WITH A ONE-TIME INFUSION OF $200 MILLION UNDER THE TERMS OF THE SOFTWOOD LUMBER AGREEMENT BETWEEN THE UNITED STATES AND CANADA. EARNINGS FROM THE ENDOWMENT CAN BE USED TO FUND THE ORGANIZATION'S PURPOSES OF SUPPORTING EDUCATIONAL AND CHARITABLE CAUSES IN TIMBER-RELIANT COMMUNITIES, EDUCATIONAL AND PUBLIC-INTEREST PROJECTS ADDRESSING FOREST MANAGEMENT ISSUES THAT AFFECT TIMBER-RELIANT COMMUNITIES, OR THE SUSTAINABILITY OF FORESTS AS SOURCES OF BUILDING MATERIALS, WILDLIFE HABITAT, BIO-ENERGY, RECREATION, AND OTHER VALUES. |
| PART X, LINE 2: | THE ENDOWMENT HAS OBTAINED TAX EXEMPT STATUS UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), AND AS SUCH, IS EXEMPT FROM INCOME TAXES EXCEPT ON UNRELATED BUSINESS INCOME. ACCORDINGLY, THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE ENDOWMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2022. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (56 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FOREST FOUNDATION | |||||||||
| PO BOX 79423 | BALTIMORE | MD | 21298 | 521235124 | 501(C)(3) | $32,108 | $0 | INNOVATIVE FINANCE | |
| AUBURN UNIVERSITY | |||||||||
| 540 DEVALL DRIVE SUITE 200 | AUBURN | AL | 36832 | 636000724 | UNIVERSITY | $37,925 | $0 | MASS TIMBER | |
| BLACK FAMILY LAND TRUST INC | |||||||||
| PO BOX 2087 | DURHAM | NC | 27702 | 043797149 | 501(C)(3) | $87,620 | $0 | SUSTAINABLE FORESTRY AND LAND RETENTION | |
| BLUE FOREST CONSERVATION | |||||||||
| 2716 6TH AVE | SACRAMENTO | CA | 95818 | 831666979 | 501(C)(3) | $440,365 | $0 | INNOVATIVE FINANCE, ECOSYSTEM MARKETS | |
| BOWDOIN COLLEGE | |||||||||
| 5600 COLLEGE STATION | BRUNSWICK | ME | 04011 | 010215213 | UNIVERSITY | $26,122 | $0 | UNIVERSITY MASS TIMBER | |
| CENTER FOR HEIRS' PROPERTY PRESERVATION | |||||||||
| 1535 SAM RITTENBURG BLVD SUITE D | CHARLESTON | SC | 294074124 | 522452879 | 501(C)(3) | $24,177 | $0 | SUSTAINABLE FORESTRY AND LAND RETENTION | |
| CENTRAL FL REGIONAL PLANNING | |||||||||
| 555 E CHURCH STREET | BARTOW | FL | 33830 | 591520550 | GOVT | $31,935 | $0 | SENTINEL LANDSCAPE | |
| CLEMSON UNIVERSITY | |||||||||
| 108 SILAS N PEARMAN BLVD | CLEMSON | SC | 29634 | 576000254 | UNIVERSITY | $455,667 | $0 | P3 NANO RESEARCH TO COMMERCIALIZATION; MASS TIMBER | |
| COLORADO STATE UNIVERSITY | |||||||||
| 408 UNIVERSITY SERVICES CENTER | FORT COLLINS | CO | 80523 | 846000545 | UNIVERSITY | $305,169 | $0 | MASS TIMBER | |
| COUNTY OF HUMBOLDT | |||||||||
| 825 5TH ST | EUREKA | CA | 95501 | 946000513 | GOVT | $60,000 | $0 | INNOVATIVE FINANCE | |
| FLORIDA STATE | |||||||||
| 874 TRADITIONS WAY | TALLAHASSEE | FL | 32306 | 591961248 | UNIVERSITY | $74,461 | $0 | PRESCRIBED FIRE | |
| FORTERRA | |||||||||
| 901 5TH AVE SUITE 2200 | SEATTLE | WA | 98164 | 943112461 | 501(C)(3) | $185,552 | $0 | HEALTHY WATERSHED CONSORTIUM | |
| GEORGIA TECH RESEARCH CORPORATION | |||||||||
| PO BOX 100117 | ATLANTA | GA | 30384 | 580603146 | 501(C)(3) | $11,646 | $0 | P3 NANO RESEARCH TO COMMERCIALIZATION | |
| LEGACY LAND MANAGEMENT LLC | |||||||||
| 546 MOCKINGBIRD DRIVE | LONG BEACH | MS | 39560 | 823523412 | CORP | $10,000 | $0 | SUSTAINABLE FORESTRY AND LAND RETENTION | |
| LRLEAN | |||||||||
| 3726 COUNTY ROAD 12 | FAYETTE | AL | 35555 | 453970733 | 501(C)(3) | $95,618 | $0 | SUSTAINABLE FORESTRY AND LAND RETENTION | |
| MAINE MOUNTAIN COLLABORATIVE | |||||||||
| 45 EXCHANGE STREET SUITE 303 | PORTLAND | ME | 04101 | 813548148 | 501(C)(3) | $25,781 | $0 | INNOVATIVE FINANCE | |
| MAMMOTH LAKE TRAILS | |||||||||
| PO BOX 100 PMB 432 | MAMMOTH LAKES | CA | 93546 | 205554141 | 501(C)(3) | $50,014 | $0 | INNOVATIVE FINANCE | |
| MCINTOSH SEED | |||||||||
| PO BOX 2355 | DARIEN | GA | 31305 | 582556194 | 501(C)(3) | $82,882 | $0 | SUSTAINABLE FORESTRY AND LAND RETENTION | |
| MISSISSIPPI STATE UNIVERSITY | |||||||||
| PO BOX 6156 | MISSISSIPPI STATE | MS | 39762 | 646000819 | UNIVERSITY | $130,676 | $0 | P3 NANO RESEARCH TO COMMERICALIZATION; MASS TIMBER | |
| MORGANTOWN UTILITY | |||||||||
| 278 GREENBAG RD | MORGANTOWN | WV | 29501 | 550676214 | GOVT | $53,266 | $0 | HEALTHY WATERSHED CONSORTIUM | |
| MOUNT ST HELENS INSTITUTE | |||||||||
| 42218 NE YALE BRIDGE RD | AMBOY | WA | 98601 | 911569993 | 501(C)(3) | $82,941 | $0 | INNOVATIVE FINANCE | |
| MOUNTAIN STUDIES INSTITUTE | |||||||||
| PO BOX 426 | SILVERTON | CO | 81433 | 731644103 | 501(C)(3) | $13,962 | $0 | INNOVATIVE FINANCE | |
| NATIONAL WOODLAND OWNERS ASSOCIATION | |||||||||
| 374 MAPLE AVE E SUITE 310 | VIENNA | VA | 22180 | 542060831 | 501(C)(3) | $49,828 | $0 | DIVERSITY EQUITY INCLUSION; TIMBERHAULING | |
| NEW LEAF CLIMATE PARTNERS | |||||||||
| 11 MASON AVENUE | LINCOLN PARK | NJ | 07035 | 882100068 | CORP | $100,000 | $0 | CARBON | |
| NORTH CAROLINA COASTAL LAND TRUST | |||||||||
| 3 PINE VALLEY DR | WILMINGTON | NC | 28412 | 561791849 | 501(C)(3) | $42,050 | $0 | ENVIVA | |
| NORTH CAROLINA WILDLIFE RESOURCES COMMISSION | |||||||||
| 1751 VARSITY DR | RALEIGH | NC | 27606 | 736502734 | GOVT | $67,304 | $0 | ENVIVA | |
| OREGON STATE UNIVERSITY | |||||||||
| 312 KERR ADMINISTRATION BUILDING | CORVALLIS | OR | 97331 | 611730890 | UNIVERSITY | $584,308 | $0 | P3 NANO RESEARCH TO COMMERICALIZATION | |
| OUR KATAHDIN | |||||||||
| 245 AROOSTOOK AVENUE PO BOX 293 | MILLINOCKET | ME | 04462 | 472382072 | 501(C)(3) | $18,981 | $0 | ECONOMIC DEVELOPMENT ADMINISTRATION | |
| PALMETTO GREEN | |||||||||
| 5026 WITTERING DR | COLUMBIA | SC | 29206 | 833354091 | 501(C)(3) | $20,000 | $0 | SUSTAIN SOUTH CAROLINA | |
| REGENTS OF THE UNIVERSITY OF MINNESOTA | |||||||||
| NW 5957 PO BOX 1450 | MINNEAPOLIS | MN | 55485 | 416007513 | UNIVERSITY | $77,641 | $0 | P3 NANO RESEARCH TO COMMERICALIZATION | |
| RESEARCH FOUNDATION OF SUNY | |||||||||
| 316 BRAY HALL | SYRACUSE | NY | 13210 | 141368361 | UNIVERSITY | $101,784 | $0 | ECONOMIC DEVELOPMENT ADMINISTRATION | |
| RICE UNIVERSITY | |||||||||
| 6100 MAIN ST MS-70 | HOUSTON | TX | 77005 | 741109620 | UNIVERSITY | $49,570 | $0 | P3 NANO RESEARCH TO COMMERICALIZATION | |
| ROANOKE ECONOMIC DEVELOPMENT INC | |||||||||
| 409 MAIN ST PO BOX 148 | RICH SQUARE | NC | 27869 | 562182552 | 501(C)(3) | $90,934 | $0 | SUSTAINABLE FORESTRY AND LAND RETENTION | |
| SUMMIT COUNTY | |||||||||
| 60 N MAIN ST PO BOX 128 | COALVILLE | UT | 84017 | 050513167 | GOVT | $38,634 | $0 | INNOVATIVE FINANCE | |
| TEMPLE UNIVERSITY | |||||||||
| 1801 N BROAD STREET | PHILADELPHIA | PA | 19122 | 231365971 | UNIVERSITY | $39,877 | $0 | P3 NANO RESEARCH TO COMMERICALIZATION | |
| THE NATURE CONSERVANCY | |||||||||
| 4245 NORTH FAIRFAX DRIVE 100 | ARLINGTON | VA | 22203 | 530242652 | 501(C)(3) | $500,000 | $0 | CONSERVATION | |
| THE SIERRA FUND | |||||||||
| 204 PROVIDENCE MINE ROAD SUITE 214 | NEVADA CITY | CA | 95959 | 680485725 | 501(C)(3) | $99,935 | $0 | RESTORATION FUELS | |
| THE UNIVERSITY OF VERMONT | |||||||||
| 85 SOUTH PROSPECT ST | BURLINGTON | VT | 05405 | 030179440 | 501(C)(3) | $22,790 | $0 | MASS TIMBER | |
| THREE RIVERS LAND TRUST | |||||||||
| 204 E INNES ST SUITE 120 | SALISBURY | NC | 28144 | 561920846 | 501(C)(3) | $20,000 | $0 | ENVIVA | |
| TOWN OF ASHLAND | |||||||||
| 17 BRIDGHAM ST | ASHLAND | ME | 04732 | 016000053 | GOVT | $134,565 | $0 | ECONOMIC DEVELOPMENT ADMINISTRATION | |
| TOWN OF EAST MILLINOCKET | |||||||||
| 53 MAIN STREET | EAST MILLINOCKET | ME | 04430 | 016000149 | GOVT | $123,856 | $0 | ECONOMIC DEVELOPMENT ADMINISTRATION | |
| UNITED STATES BIOCHAR INITIATIVE | |||||||||
| 5475 SW ARROW WOOD LANE | PORTLAND | OR | 97225 | 813951338 | 501(C)(3) | $125,000 | $0 | BIOCHAR | |
| UNIVERSITY OF ARKANSAS PINE BLUFF | |||||||||
| MS 4985 | PINE BLUFF | AR | 71601 | 581353149 | 501(C)(3) | $104,174 | $0 | SUSTAINABLE FORESTRY AND LAND RETENTION | |
| UNIVERSITY OF ARKANSAS | |||||||||
| TREASURERS OFFICE PO BOX 1404 | FAYETTEVILLE | AR | 72702 | 716003252 | UNIVERSITY | $17,110 | $0 | MASS TIMBER; GREEN BUILDING | |
| UNIVERSITY OF MAINE | |||||||||
| 5717 CORBETT HALL ROOM 400 | ORONO | ME | 04469 | 016000769 | UNIVERSITY | $48,400 | $0 | P3 NANO RESEARCH TO COMMERICALIZATION; ECONOMIC DEVELOPMENT ADMINISTRATION | |
| UNIVERSITY OF WISCONSIN-MADISON | |||||||||
| DRAWER 538 | MILWAUKEE | WI | 532780538 | 396006492 | UNIVERSITY | $141,458 | $0 | P3 NANO RESEARCH TO COMMERICALIZATION | |
| UNIVERSITY OF NEBRASKA-LINCOLN | |||||||||
| 2200 VINE STREET | LINCOLN | NE | 68583 | 470049123 | UNIVERSITY | $70,654 | $0 | MASS TIMBER | |
| UNIVERSITY OF TEXAS AT ARLINGTON | |||||||||
| 701 S NEDDERMAN DR BOX 19145 | ARLINGTON | TX | 76019 | 756000121 | UNIVERSITY | $47,849 | $0 | P3 NANO RESEARCH TO COMMERICALIZATION | |
| VIRGINIA OUTDOORS FOUNDATION | |||||||||
| 39 GARRETT ST STE 200 | WARRENTON | VA | 20186 | 541038487 | GOVT | $27,819 | $0 | ENVIVA | |
| WEST VIRIGINA UNIVERSITY | |||||||||
| DIVISON OF FORESTRY AND NATURAL | MORGANTOWN | WV | 26506 | 550665758 | 501(C)(3) | $19,911 | $0 | MASS TIMBER | RESOURCES |
| WESTERN COLORADO UNIVERSITY | |||||||||
| 1 WESTERN WAY | GUNNISON | CO | 81231 | 846000558 | UNIVERSITY | $149,632 | $0 | INNOVATIVE FINANCE | |
| WORLD RESOURCES INSITUTE | |||||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | 521257057 | 501(C)(3) | $51,574 | $0 | CONSERVATION FINANCE | |
| WORKING FOREST INITIATIVE | |||||||||
| 39 MODENA ISLAND DRIVE | SAVANNAH | GA | 31411 | 882635577 | 501(C)(6) | $500,000 | $0 | TRADITIONAL MARKETS | |
| WINSTON COUNTY SELF HELP | |||||||||
| 3450 SHANNON DALE DRIVE | JACKSON | MS | 39212 | 640171042 | 501(C)(3) | $69,177 | $0 | SUSTAINABLE FORESTRY AND LAND RETENTION | |
| BELTRAMI SOIL & WATER CONSERVATION DISTRICT | |||||||||
| 701 MINNESOTA AVE NW SUITE 113 | BEMIDJI | MN | 56601 | 776208130 | 501(C)(3) | $22,047 | $0 | HEALTHY WATERSHED CONSORTIUM | |
| SOMERSET ECONOMIC DEVELOPMENT CORP | |||||||||
| 41 COURT STREET | SKOWHEGAN | ME | 04976 | 015355340 | 501(C)(3) | $143,216 | $0 | ECONOMIC DEVELOPMENT ADMINISTRATION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 52 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTEES ARE TYPICALLY SELECTED FROM SUBMISSIONS IN RESPONSE TO COMPETITIVE REQUESTS FOR PROPOSALS PROCESSES. EACH PROJECT HAS A DIFFERENT SET OF CRITERIA. ALL GRANTEES OPERATE WITH AN AGREED-UPON WORKPLAN AND DELIVERABLES FOR EACH PROJECT. FUNDS ARE DISBURSED BASED UPON MONITORING OF PROGRESS AND THE AGREEMENT BETWEEN THE GRANTEE AND THE ENDOWMENT OF SATISFACTORY ACCOMPLISHMENTS PER THE AWARD CONTRACT. THE ORGANIZATION'S PROGRAM-RELATED INVESTMENTS ARE MADE UNDER THE DIRECTION OF THE BOARD OF DIRECTORS. ALL INVESTMENTS ARE WITH ORGANIZATIONS THAT SUPPORT THE US ENDOWMENT FOR FORESTRY AND COMMUNITIES' PURPOSE AND GOALS. THE INVESTMENTS ARE MONITORED BY THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER MADDEN | ||||||||||||||
| CEO SECRETARY | $378,052 | $0 | $37,913 | $0 | $0 | $0 | $33,550 | $0 | $33,945 | $0 | $483,460 | $0 | $0 | $0 |
| PETER STANGEL | ||||||||||||||
| CHIEF OPERATING OFFICER | $286,477 | $0 | $30,116 | $0 | $0 | $0 | $33,562 | $0 | $20,575 | $0 | $370,730 | $0 | $0 | $0 |
| ALICIA CRAMER | ||||||||||||||
| SENIOR VICE PRESIDENT | $242,488 | $0 | $25,832 | $0 | $0 | $0 | $30,375 | $0 | $24,887 | $0 | $323,582 | $0 | $0 | $0 |
| MICHAEL GOERGEN | ||||||||||||||
| VICE PRESIDENT | $222,601 | $0 | $21,691 | $0 | $0 | $0 | $26,872 | $0 | $0 | $0 | $271,164 | $0 | $0 | $0 |
| MATTHEW KRUMENAUER | ||||||||||||||
| VICE PRESIDENT | $200,156 | $0 | $18,497 | $0 | $0 | $0 | $24,056 | $0 | $104 | $0 | $242,813 | $0 | $0 | $0 |
| JOIE MORE | ||||||||||||||
| CHIEF FINANCIAL OFFICER (APR 2022 FO | $140,452 | $0 | $12,352 | $0 | $0 | $0 | $17,861 | $0 | $28,692 | $0 | $199,357 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ENTIRE BOARD OF DIRECTORS WAS PROVIDED A COPY OF THE DRAFT FORM 990 WITH OPPORTUNITY FOR REVIEW AND DISCUSSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT EVERY MEETING OF THE BOARD OF DIRECTORS, BEFORE ANY ACTION IS TAKEN ON A PARTICULAR TOPIC, MEMBERS ARE ASKED TO NOTE FOR THE RECORD ANY AREAS OF POTENTIAL CONFLICT. ANNUALLY, EACH MEMBER OF THE BOARD AND STAFF ARE ASKED TO REVIEW AND SIGN A COPY OF THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | OFFICER-LEVEL SALARIES ARE ESTABLISHED BASED UPON THE EDUCATION, EXPERIENCE AND OTHER QUALIFICATIONS OF EACH INDIVIDUAL AND BENCHMARKED AGAINST THE PAY OF SIMILAR POSITIONS WITHIN NOT-FOR-PROFITS AS A CLASS (E.G. AVERAGE ANNUAL SALARY OF WASHINGTON, DC-BASED NGOS) AND A MORE DEFINED GROUP OF NOT-FOR-PROFITS "PEER ORGANIZATIONS. SALARIES OF ALL STAFF, WITH THE EXCEPTION OF THE CEO, ARE ESTABLISHED USING THESE BENCHMARKS AND ADMINISTERED BY THE CEO WITH BOARD REVIEW/APPROVAL ON EACH EMPLOYEE'S ON APRIL 1ST OF EACH YEAR. IN THE CASE OF THE CEO, THE BOARD OF DIRECTORS REVIEWS THE CEO'S PAY AND BENEFITS AT LEAST ANNUALLY. THE ENTIRE PAY/BENEFITS PACKAGE IS TESTED IN A REVIEW OF PEER GROUP AND OTHER BENCHMARKS AND PERIODICALLY REVIEWED BY OUTSIDE COUNSEL AND/OR A BENEFITS CONSULTANT. |
| FORM 990, PART VI, SECTION C, LINE 18 | COPIES OF THE ORGANIZATION'S FORM 990 IS AVAILABLE ON THE ORGANIZATIONAL WEBSITE AND WWW.GUIDESTAR.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF ALL GOVERNANCE DOCUMENTS -- CHARTER, BYLAWS, STEWARDSHIP PRINCIPLES, VALUES -- ARE AVAILABLE ON THE ORGANIZATIONAL WEBSITE. |
| FORM 990, PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| RESTORATION FUELS | |||||||||
| PO BOX 668 | PRINEVILLE | OR | 97754 | 371881323 | MANUFACTURING | OR | $423,395 | $21,043,804 | UNITED STATES ENDOWNMENT FOR FORESTRY AND COMMUNITIES INC |
| TIMBERHAULINGCOM | |||||||||
| 10 S ACADEMY ST STE 101 | GREENVILLE | SC | 29601 | 842204346 | PURCHASING MANAGER | SC | $132 | $1,326 | UNITED STATES ENDOWNMENT FOR FORESTRY AND COMMUNITIES INC |
| FORESTRUST | |||||||||
| 10 S ACADEMY ST STE 101 | GREENVILLE | SC | 29601 | 853186870 | TECHNOLOGY | SC | $0 | $0 | UNITED STATES ENDOWNMENT FOR FORESTRY AND COMMUNITIES INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| RESTORATION FUELS LLC | ||
| D | $3,900,000 | FMV |
| RESTORATION FUELS LLC | ||
| O | $218,653 | FMV |
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