2021-02-10T13:59:54-06:00 2020-03-31 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2019-04-01 931248274 BONNEVILLE ENVIRONMENTAL FOUNDATION BONN 5032481905 1500 SW FIRST AVENUE SUITE 885 PORTLAND OR 97201 FELICIA PHILLIPS CHIEF FINANCIAL OFFICER 5032481905 2021-02-10 1 TODD D MASSINGER P00075883 5032205900 2019 2022-09-23 18:48:47Z TODD REEVE 1500 SW FIRST AVENUE SUITE 885 PORTLAND OR 97201 11379109 0 X WWW.B-E-F.ORG X 1998 OR TO EMPOWER CORPORATIONS, UTILITIES, AND THE PUBLIC TO PLAY THE LEADING ROLE IN CREATING A FUTURE WITH A STABLE CLIMATE, HEALTHY WATERSHED ECOSYSTEMS THAT PROVIDE ABUNDANT, CLEAN FRESH WATER, AND GROWING RELIANCE ON RENEWABLE ENERGY SOURCES. 14 14 24 0 0 0 7024310 6548099 4058807 4320217 71730 111490 247206 399303 11402053 11379109 976630 1098225 0 0 1751684 2061397 0 0 0 5305053 5852565 8033367 9012187 3368686 2366922 19505645 23029155 865347 2021935 18640298 21007220 THE FOUNDATION'S MISSION IS TO EMPOWER CORPORATIONS, UTILITIES, AND THE PUBLIC TO PLAY THE LEADING ROLE IN CREATING A FUTURE WITH A STABLE CLIMATE, HEALTHY WATERSHED ECOSYSTEMS THAT PROVIDE ABUNDANT, CLEAN FRESH WATER, AND GROWING RELIANCE ON RENEWABLE ENERGY SOURCES. 0 0 3928412 242325 3189135 RENEWABLE ENERGY SERVICES: BEF DEVELOPS AND PROMOTES BOTH SHORT AND LONG-TERM STRATEGIES FOR THE ADVANCEMENT OF RENEWABLE ENERGY AND THE DESTRUCTION OF GREENHOUSE GAS EMISSIONS. BEF INVESTS IN THE RESEARCH AND DEMONSTRATION OF INNOVATIVE SOLAR, SMALL-HYDRO, AND BIOMASS PROJECTS AROUND THE COUNTRY BY MANAGING SITING, EVALUATION, INSTALLATION, AND MONITORING OF NEW PROJECTS ON BEHALF OF FUNDING ORGANIZATIONS AND OTHER PROJECT PARTNERS BY PROMOTING AND MARKETING RENEWABLE ENERGY CERTIFICATES ("RECS") AND CARBON OFFSETS ("OFFSETS"). THE PROGRAM SUPPORTS THE DEVELOPMENT OF BOTH LARGE AND SMALL-SCALE RENEWABLE ENERGY PROJECTS USING WIND, SOLAR, GEOTHERMAL, AND BIOGAS RESOURCES. DURING THE YEAR BEF DELIVERED 740,013 RECS AND 264,537 OFFSETS TO ITS UTILITY, BUSINESS, GOVERNMENT, AND NONPROFIT CUSTOMERS. 874144 60000 192226 ENERGY EDUCATION PROGRAM: THE FOUNDATION'S CLEAN ENERGY. BRIGHT FUTURES ("CE") PROGRAM DELIVERS A STEM BASED ENERGY EDUCATION PROGRAM THROUGHOUT THE COUNTRY THAT IS FUNDED BY CORPORATIONS, UTILITIES, AND OTHER FOUNDATION PARTNERS WHO ARE INTERESTED IN SUPPORTING A COMMUNITY-BASED, INTERACTIVE ENERGY EDUCATION PROGRAM THAT DELIVERS DIRECT BENEFITS TO THE COMMUNITIES WITHIN WHICH THEY RESIDE AND OPERATE. DURING THE COURSE OF THE YEAR, CE ADAPTED ITS PROGRAM TO PROVIDE VIRTUAL TOOLS TO EDUCATORS AND LAUNCHED A ROBUST FELLOWSHIP PROGRAM TO EXPAND THE REACH OF THE PROGRAM ACROSS THE U.S. CE PROVIDES BENEFITS FOR STUDENTS THROUGH TEACHER TRAINING WORKSHOPS, CURRICULUM DEVELOPMENT LABS, STEM CONFERENCES, AND STUDENT ENGINEERING CHALLENGES, MANY OF WHICH WERE SUSPENDED THIS YEAR DUE TO THE COVID-19 PANDEMIC. 3711192 795900 938856 WATER SUSTAINABILITY SERVICES: THE FOUNDATION SUPPORTS THE RESTORATION OF DAMAGED WATERSHED ECOSYSTEMS. THROUGH ITS MODEL WATERSHED PROGRAM, THE FOUNDATION DIRECTLY SUPPORTS SCIENCE-BASED WATERSHED RESTORATION INITIATIVES THAT DEMONSTRATE STRONG COMMUNITY ENGAGEMENT AND EMPLOY A LONG-TERM MONITORING-INTENSIVE RESTORATION APPROACH. THROUGH THE CREATION AND PROMOTION OF WATER RESTORATION CERTIFICATES ("WRCS") THE FOUNDATION QUANTIFIES THE VOLUMETRIC BENEFITS OF WATER RESTORATION PROJECTS THAT IT FUNDS THROUGHOUT THE COUNTRY AND PROVIDES A TURNKEY SOLUTION FOR CORPORATIONS AND OTHER ORGANIZATIONS TO BALANCE THEIR WATER USAGE. DURING THE YEAR THE FOUNDATION DELIVERED 2,715,927 WRCS REPRESENTING 1,716,000,000 GALLONS OF WATER RESTORED TO CRITICALLY DEWATERED RIVERS AND STREAMS. 8513748 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 62 0 1 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 OR X FELICIA PHILLIPS 5032481905 1500 SW 1ST AVE SUITE 885 PORTLAND OR 97201 JAMES JURA MEMBER 0.30 X 0 0 0 EMILY LEACH MEMBER 0.30 X 0 0 0 ANDY MACKLIN MEMBER 0.30 X 0 0 0 WENDY PULLING MEMBER 0.30 X 0 0 0 ANNIE TERRACCIANO MEMBER 0.30 X 0 0 0 WILLIAM TOWEY MEMBER 0.30 X 0 0 0 BRETT WILCOX MEMBER 0.30 X 0 0 0 RALPH CAVANAGH VICE CHAIR 0.50 X X 0 0 0 PAUL NORMAN BOARD CHAIR 0.50 X X 0 0 0 RACHEL SHIMSHAK SECRETARY 0.50 X X 0 0 0 STEPHEN REYNOLDS TREASURER 0.50 X X 0 0 0 FELICE BELFIORE MEMBER 0.30 X 0 0 0 WENDY GERLITZ MEMBER 0.30 X 0 0 0 REBECCA O'NEIL MEMBER 0.30 X 0 0 0 FELICIA PHILLIPS CHIEF FINANCIAL OFFICER 40.00 X 125970 0 10870 TODD REEVE CHIEF EXECUTIVE OFFICER 40.00 X 145912 0 15207 271882 0 26077 2 0 1 0 NANCY BSALES 377 ESSEX AVE BLOOMFIELD NJ 07003 ADVISOR SERVICES 229309 1 1749679 4798420 6548099 REC SALES 900099 1588257 1588257 CARBON OFFSETS SALES 900099 1352207 1352207 CONTRACT SERVICE INCOME 900099 734531 734531 WRC SALES 900099 645222 645222 4320217 111490 111490 251151 251151 MISCELLANEOUS INCOME 900099 148152 148152 148152 11379109 4468369 0 362641 X 1098225 1098225 346838 204621 142217 1333791 1148009 185782 51618 46752 4866 197982 165069 32913 131168 105588 25580 3500 3463 37 41100 5000 36100 2094154 2082254 11900 324924 324859 65 60043 55398 4645 104004 87670 16334 107623 89120 18503 146641 144771 1870 29112 29034 78 44425 44425 9239 5480 3759 REC/OFFSET/WRC PURCHASE 2252022 2252022 PROJECT EQUIPMENT 513267 513267 OTHER EXPENSES 105363 91573 13790 TAXES AND FEES 17148 17148 9012187 8513748 498439 0 2296173 4827514 6470418 6693677 7446521 8242321 1290981 840650 397862 289333 879982 1043982 637819 1003634 1050205 962161 85889 88044 19505645 23029155 737909 1811567 106070 187870 21368 22498 865347 2021935 X 9311675 10929046 9328623 10078174 18640298 21007220 19505645 23029155 2366922 0 X X 0 1 X 1 0 X 3682802 1363107 3009836 7024311 6548099 21628155 3682802 1363107 3009836 7024311 6548099 21628155 4825429 16802726 208181 245368 244383 317379 362641 1377952 5320 2308 1556 148152 157336 23163443 18664092 0.72540 0.74190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22364 22364 9012187 9034551 601728 150432 0 0 446681 454955 551668 601728 2055032 3082548 22364 22364 111670 113739 137917 150432 513758 770637 20222 6388 13834 185358 137635 47723 844625 818138 26487 88044 DEFERRED RENT EXPENSE 22498 22498 X PART X, LINE 2: BONNEVILLE ENVIRONMENTAL FOUNDATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS UNDER FIN 48. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICE EXPENDITURES PURCHASED GOODS AND SERVICES 735937 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICE EXPENDITURES PURCHASED GOODS AND SERVICES 13465 0 0 0 0 0 0 749402 0 749402 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 ROGUE BASIN PARTNERSHIP PO BOX 1214 MEDFORD OR 97501 931310735 501(C)(3) 25000 2019 LNFF GRANT ALSEA COMMUNITY EFFORT 19192 ALSEA HIGHWAY ALSEA OR 97324 931204730 501(C)(3) 32035 PV INSTALL UPPER COLUMBIA SALMON RECOVERY BOARD 11 SPOKANE STREET SUITE 101 WENATCHEE WA 98801 204703769 501(C)(3) 50000 MW ANNUAL GRANT 9/1/19-9/30/20 WASHINGTON STATE UNIVERSITY - NATIVE AMERICAN PROGRAMS PO BOX 541927 PULLMAN WA 99164 911075542 60000 NATIVE YOUTH EXPLORING HIGHER ED ARIZONA DEPARTMENT OF WATER RESOURCES 1100 WEST WASHINGTON ST SUITE 310 PHOENIX AZ 85007 866004791 GOVERMENT ENTITY 350000 CONTRIBUTION TO THE SYSTEM CONSERVATION FUND EVERGREEN COMMUNITY DEVELOPMENT INITIATIVE 4121 M L KING AVE FLINT MI 48505 364776666 501(C)(3) 10000 FLINT DEV CENTER YOUTH WATER TESTING FALL RIVER ELECTRIC COOPERATIVE 1150 N 3400 E ASHTON ID 83420 820117758 501(C)(12) 30000 CREATE RENEWABLE ENERGY EDUCATIONAL OPPORTUNITIES FOR LOCAL SCHOOLS FORTH MOBILITY FUND 2035 NW FRONT AVE STE 204 PORTLAND OR 97209 454726335 501(C)(3) 29040 FORTH MEMBERSHIP, ROADMAP TICKET SALES, ADMIN FRESHWATER FUTURE PO BOX 2479 PETOSKEY MI 49770 205693503 C CORPORATION 6000 FLINT DEV CENTER'S YOUTH-LED COMM WATER TESTING PROGRAM HOLDEN VILLAGE HC 0 BOX 2 CHELAN WA 98816 916018658 501(C)(3) 16250 LOW IMPACT HYDRO CAPACITY STUDY HOPEWORKS 3331 BROADWAY EVERETT WA 98201 800684608 501(C)(3) 45000 1-YEAR COMM DEV MANAGER POSITION MASON CONSERVATION DISTRICT 450 W BUSINESS PARK ROAD SHELTON WA 98584 916101736 N/A 60000 UPDATED HYDRAULIC MODELING AND ENGINEERING DESIGNS FOR THE SKOKOMISH RIVER MILE 5 LWD PROJECT MASON PUD NO 1 21971 US-101 SHELTON WA 98584 916001048 501(C)(12) 50000 COMM SOLAR PV SYSTEM MONTANA RENEWABLE ENERGY ASSOCIATION PO BOX 673 MISSOULA MT 59806 810537306 501(C)(3) 10000 TO SUPPORT THE MONTANA RURAL SOLAR ACCESS PROJECT NATIONAL AUDUBON SOCIETY PO BOX 9314 SANTA FE NM 87504 131624102 501(C)(3) 25000 VALLE DE ORO NEAH KAH NIE SCHOOL 504 N THIRD AVE ROCKAWAY BEACH OR 97136 936000923 N/A 30000 PV INSTALL AND DESIGN SIUSLAW SOIL & WATER CONSERVATION DISTRICT 1775 LAUREL WAY 4 HECTA BEACH OR 97439 930984813 16800 FIDDLE FARI & TENMILE PLANT ESTABLISHMENT SIUSLAW WATERSHED COUNCIL PO BOX 422 MAPLETON OR 97453 931234456 8100 PLANT 9K TREES AND SHRUBS IN 2020 SOUTH FORK CONSERVANCY PO BOX 5433 ATLANTA GA 31107 611593254 110000 GA RESTORATION ACTIVITIES THE NATURE CONSERVANCY - NEW MEXICO 1613 PASEO DE PERALTA SANTA FE NM 87501 530242652 100000 SSCAFCA THE NATURE CONSERVANCY OF ARIZONA 1510 E FORT LOWELL AVE TUCSON AZ 85719 530242652 12000 INCREASED FUNDING FOR EUREKA DITCH PIPELINE TREES ATLANTA 225 CHESTER AVE SE ATLANTA GA 30316 581584758 8000 GREEN STREETS AND CLEAN STREAMS PROJECT UNIVERSITY OF HAWAII FOUNDATION PO BOX 11270 HONOLULU HI 96828 990085260 9000 MG-10668 TO RESTORE NATIVE FORESTS PART I, LINE 2: GRANTMAKING FOR WATERSHED RESTORATION IS BASED ON A PROPOSAL AND WORKPLAN SUBMITTED BY THE GRANTEE. BEF MAINTAINS CONSTANT CONTACT WITH GRANTEES, BEF STAFF VISIT WITH GROUPS ON AN OCCASIONAL BASIS, AND RECEIVE ANNUAL REPORTS PROFILING THEIR ACTIVITIES. THESE THREE MECHANISMS ARE USED TO INDICATE TO BEF THAT THE GRANTEE IS USING THE FUNDS IN ACCORDANCE WITH THE SUBMITTED WORKPLAN. GRANTMAKING FOR RENEWABLE ENERGY PROJECTS FOR SCHOOLS REQUIRES PARTICIPATING SCHOOLS TO COMMIT TO ALLOWING BEF STAFF ACCESS TO THE FACILITY FOR FIVE TO TEN YEARS FOLLOWING THE GRANT. THIS ALLOWS BEF TO ENSURE THE GRANTED EQUIPMENT IS BEING MAINTAINED BY THE SCHOOL. BEF ALSO REQUIRES IN MOST CASES THAT THE SCHOOL PROVIDE ANNUAL REPORTS THAT INCLUDE UPDATES ON THE USE OF GRANT FUNDS OR MATERIALS. 0 0 0 0 0 0 0 0 0 TODD REEVE CHIEF EXECUTIVE OFFICER 145912 0 0 0 0 0 7281 0 7926 0 161119 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM, REVIEWED BY THE CHIEF FINANCIAL OFFICER, AND MADE AVAILABLE FOR THE BOARD BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BEF REVIEWS THE ANNUAL NOTIFICATIONS FROM BOARD MEMBERS FOR ANY CONFLICT OF INTEREST ISSUES. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT CONSULTANT IS USED TO DETERMINE COMPARABILITY DATA AND BOARD MEMBERS APPROVE THE SALARY OF THE CHIEF EXECUTIVE OFFICER. THE SAME PROCESS IS USED FOR KEY EMPLOYEES, BUT THE SALARIES ARE SET BY THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 BEF DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 2,082,254. MANAGEMENT AND GENERAL EXPENSES 11,900. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,094,154. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BEF RENEWABLE INCORPORATED 1500 SW 1ST AVE SUITE 885 PORTLAND OR 97201 800217149 INVESTMENT IN RENEWABLE ENERGY OR N/A C -17234 1158828 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 BEF RENEWABLE INCORPORATED D 176103 FAIR VALUE