2022-10-04T06:51:40-05:00 2021-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2021-01-01 521089260 THE SOLAR FOUNDATION SOLA 5186217379 125 WOLF ROAD 207 ALBANY NY 12205 LARRY SHERWOOD ADMINISTRATOR 5186217379 2022-10-03 1 LARRY SHERWOOD XXX-XX-XXXX FRANK H SMITH P00639053 2022274000 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X X LARRY SHERWOOD 125 WOLF ROAD 207 ALBANY NY 12205 1336664 0 X WWW.THESOLARFOUNDATION.ORG X 1977 DC TO ACCELERATE ADOPTION OF THE WORLD'S MOST ABUNDANT ENERGY SOURCE: THE SUN. X 5 5 13 5 0 0 3300277 1309350 36984 0 23 8 158 27306 3337442 1336664 1022868 394421 0 0 1350754 563810 0 0 234 997471 633981 3371093 1592212 -33651 -255548 1680261 0 1409287 0 270974 0 X TO ACCELERATE ADOPTION OF THE WORLD'S MOST ABUNDANT ENERGY SOURCE: THE SUN. THROUGH OUR LEADERSHIP, RESEARCH, AND CAPACITY BUILDING, WE CREATE TRANSFORMATIVE SOLUTIONS TO ACHIEVE A PROSPEROUS FUTURE IN WHICH SOLAR AND SOLAR-COMPATIBLE TECHNOLOGIES ARE INTEGRATED INTO ALL ASPECTS OF OUR LIVES. 0 0 1067824 394421 ENERGY PROGRAMS ARE FEDERAL FUNDS PROGRAMS AND INCLUDE:SOLSMART PROVIDES NATIONAL RECOGNITION AND NO-COST TECHNICAL ASSISTANCE TO MUNICIPALITIES AND COUNTIES SEEKING TO MAKE IT FASTER, EASIER, AND MORE AFFORDABLE FOR RESIDENTS AND BUSINESSES TO INSTALL SOLAR ENERGY SYSTEMS.SOLAR READY VETS NETWORK CONNECTS TRANSITIONING MILITARY SERVICE MEMBERS AND VETERANS OF THE U.S. ARMED FORCES WITH SOLAR INDUSTRY TRAINING, CREDENTIALING AND EMPLOYMENT OPPORTUNITIES.PUERTO RICO SOLAR BUSINESS ACCELERATOR SUPPORTS SOLAR WORKFORCE DEVELOPMENT, FINANCE AND MICROGRID DEVELOPMENT IN PUERTO RICO. 94979 OTHER PROGRAMS COMPLEMENT THE ENERGY PROGRAMS AND CENSUS AND INCLUDE PROVIDING TECHNICAL ASSISTANCE TO LOCAL GOVERNMENTS RELATED TO THE AMERICAN CITIES CLIMATE CHALLENGE. 8987 SOLAR JOBS CENSUS IS THE ANNUAL REVIEW OF EMPLOYMENT IN THE U.S. SOLAR ENERGY INDUSTRY, NATIONWIDE AND BY STATE. 1171790 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 7 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LARRY SHERWOOD 5186217379 125 WOLF ROAD 207 ALBANY NY 12205 X MARY POWELL CHAIR 0.50 X X 0 0 0 SCOTT SKLAR SECRETARY/TREASURER 0.50 X X 0 0 0 ABIGAIL HOPPER DIRECTOR 0.50 X 0 0 0 LEE PETERSON DIRECTOR 0.50 X 0 0 0 THOMAS STARRS DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING AND TAX SERVICES 242001 INSTITUTE FOR BUILDING TECHNOLOGY AND SA 45207 RESEARCH PLACE ASHBURN VA 20147 CONSULTING SERVICES/RESEARCH 112221 2 1290851 18499 1309350 8 8 REFUNDS 900099 23797 23797 MISCELLANEOUS 900099 3509 3509 27306 1336664 0 0 27314 X 394421 394421 457727 390137 67481 109 23334 19888 3440 6 39865 33978 5878 9 42884 36551 6323 10 62250 62250 250497 250497 234397 219279 15118 9227 8313 814 100 7126 7126 33244 33244 1128 903 225 5497 5497 15547 15547 DUES AND SUBSCRIPTIONS 12083 12083 0 0 OTHER EXPENSES 2610 0 2610 0 STAFF DEVELOPMENT 375 320 55 0 1592212 1171790 420188 234 519 0 32517 0 1027699 0 488482 0 0 0 0 87600 0 36954 0 0 0 0 0 0 6490 0 1680261 0 1134862 0 0 149702 0 0 0 0 100394 0 0 24329 0 1409287 0 X 37128 0 233846 0 270974 0 1680261 0 X -255548 -15426 X 0 1 X 1 1 1 X 5016139 4022727 3035986 3300277 1309350 16684479 5016139 4022727 3035986 3300277 1309350 16684479 793338 15891141 86 144 62 23 8 323 40234 556 453 158 3509 44910 16729712 254259 0.94990 0.96070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2017 AMOUNT: $ 40,234. 2018 AMOUNT: $ 556. 2019 AMOUNT: $ 453. 2020 AMOUNT: $ 158. 2021 AMOUNT: $ 3,509. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1380497 59259 16272 75531 1304966 31698 31698 1336664 1651471 59259 59259 1592212 0 1592212 PART X, LINE 2: THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2021, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION ON THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN ON MERGER 16,272. PART XI, LINE 4B - OTHER ADJUSTMENTS: REFUND OF PRIOR YEAR GRANTS 31,698. 1 UNIVERSITY OF PUERTO RICO MAYAGUEZ CELIS BUILIDING SUITE 303 MOZAMBIQUE PR 00681 660718644 104219 0 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT US CHAMBER OF COMMERCE FOUNDATION 1615 H STREET NW WASHINGTON DC 20062 461561597 501(C)(3) 62047 0 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT SOLAR ENERGY INDUSTRIES ASSOCIATION INC 1425 K STREET NW WASHINGTON DC 20005 521072179 501(C)(6) 59175 0 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT NORTH AMERICAN BOARD OF CERTIFIED ENERGY PRACTITIONERS INC 56 CLIFTON COUNTRY ROAD SUITE 2020 CLIFTON PARK NY 12065 050522337 501(C)(6) 49170 0 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT NATIONAL ASSOCIATION OF COUNTIES RESEARCH FOUNDATION 660 N CAPITOL STREET NW SUITE 400 WASHINGTON DC 20001 530241255 501(C)(3) 32432 0 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT BROOKS ENGINEERING 207 W FRANKLIN STREET RICHMOND VA 23220 28598 0 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT NATIONAL LEAGUE OF CITIES INSTITUTE 660 N CAPITOL STREET NW SUITE 450 WASHINGTON DC 20001 526055762 501(C)(3) 25820 0 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT THE CADMUS GROUP LLC FKA MEISTER CONSULTING GROUP INC 100 5TH AVENUE SUITE 100 WALTHAM MA 02451 364636331 13488 0 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT ELECTRIC POWER RESEARCH INSTITUTE 3420 HILLVIEW AVENUE PALO ALTO CA 94304 237175375 501(C)(3) 10977 0 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT THE REGULATORY ASSISTANCE PROJECT 50 STATE STREET SUITE 3 MONTPELIER VT 05602 010471151 501(C)(3) 8495 0 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT 5 5 PART I, LINE 2: THE FOUNDATION FOLLOWS 2 CFR 200 REGULATIONS FOR PROPER MONITORING OF ALL SUB-RECIPIENTS. INITIAL RISK ASSESSMENTS ARE PERFORMED TO DETERMINE THE APPROPRIATE MONITORING PLANS. ANNUAL FOLLOW-UP RISK ASSESSMENTS ARE PERFORMED AND ADJUSTMENTS ARE MADE TO MONITORING AS NECESSARY. X X X 0 0 0 0 0 0 0 0 0 CASH 2021-12-31 117703 CASH AMOUNT 592201374 INTERSTATE RENEWABLE ENERGY COUNCIL 125 WOLF ROAD SUITE 207 ALBANY NY 12205 501(C)(3) 1 0 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: THOMAS STARRS PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: THOMAS STARRS WAS ELECTED TO THE IREC BOARD. FORM 990, PART VI, SECTION A, LINE 3 AS OF NOVEMBER 15, 2020, INTERSTATE RENEWABLE ENERGY COUNCIL (IREC) THROUGH ITS PRESIDENT AND CEO, LARRY SHERWOOD, PROVIDED DAY-TO-DAY MANAGEMENT SERVICES OVER THE OPERATION OF TSF IN CONSULTATION WITH THE TSF BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE DRAFT FEDERAL FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES OF THE FOUNDATION MUST FOLLOW THE CONFLICT OF INTEREST SECTION OF THE EMPLOYEE HANDBOOK AT ALL TIMES AS THEY PERTAIN TO PROCUREMENTS. A CONFLICT OF INTEREST OCCURS WHEN THE OFFICIAL, EMPLOYEE OR DESIGNATED AGENT OF THE FOUNDATION, PARTNERS OF SUCH INDIVIDUALS, IMMEDIATE FAMILY MEMBERS, OR AN ORGANIZATION WHICH EMPLOYS OR INTENDS TO EMPLOY ANY OF THE ABOVE HAS A FINANCIAL OR OTHER INTEREST IN OR A TANGIBLE PERSONAL BENEFIT FROM A FIRM CONSIDERED FOR A CONTRACT. IN THE EVENT WHERE A BOARD MEMBER MAY HAVE A POTENTIAL CONFLICT OF INTEREST, THAT PARTICULAR BOARD MEMBER WILL BE ASKED TO LEAVE A MEETING DURING CONSIDERATION OF ANY TOPIC WITH WHICH THEY HAVE A CONFLICT OF INTEREST. THEIR EXCLUSION FROM THE DISCUSSION MAY BE PUBLISHED IN THE MINUTES AS PART OF THE RECORD OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS FIXED BY THE BOARD OF DIRECTORS, WHO UTILIZE COMPENSATION STUDIES AS WELL AS CONTEMPORANEOUS SUBSTANTIATION FROM SIMILAR ASSOCIATIONS. THE BOARD OF DIRECTORS ISSUED AN RFP AND SELECTED A QUALIFIED CONSULTING FIRM TO PERFORM AN EXECUTIVE SALARY COMPENSATION STUDY IN 2018. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,678. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,678. OTHER PROESSIONAL FEES: PROGRAM SERVICE EXPENSES 201,318. MANAGEMENT AND GENERAL EXPENSES 10,246. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 211,564. PAYROLL FEES: PROGRAM SERVICE EXPENSES 17,961. MANAGEMENT AND GENERAL EXPENSES 194. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,155. FORM 990, PART XI, LINE 9: GAIN ON MERGER 16,272. REFUND OF PRIOR YEAR GRANTS -31,698. PAGE 1, BOX B, FINAL RETURN/TERMINATED: AS OF DECEMBER 31, 2021, THE SOLAR FOUNDATION (TSF) WAS DISSOLVED AS A SEPARATE 501C3 AND MERGED INTO INTERSTATE RENEWABLE ENERGY COUNCIL, INC. (IREC).