2020-02-14T18:38:16-06:00 2019-03-31 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2018-04-01 931248274 BONNEVILLE ENVIRONMENTAL FOUNDATION BONN 5032481905 1500 SW FIRST AVENUE SUITE 885 PORTLAND OR 97201 FELICIA PHILLIPS CHIEF FINANCIAL OFFICER 5032481905 2020-02-14 1 TODD D MASSINGER P00075883 5032205900 74.95.39.225 2020-02-14 08:54:54 PS P 6A37BC64EED72C782A3BECB858C4E15CCE601FCA 3490557827B2F11B3E9022A25F961428F54FEF16 2018 2020-09-23 17:36:50Z TODD REEVE 1500 SW FIRST AVENUE SUITE 885 PORTLAND OR 97201 11402053 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 23 0 0 0 3009836 7024310 3239816 4058807 39930 71730 204453 247206 6494035 11402053 572135 976630 0 0 1816371 1751684 0 0 0 3710584 5305053 6099090 8033367 394945 3368686 16549518 19505645 1277906 865347 15271612 18640298 X 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 3560108 509915 2621279 RENEWABLE ENERGY SERVICES: THE FOUNDATION DEVELOPS AND PROMOTES BOTH SHORT AND LONG-TERM STRATEGIES FOR THE ADVANCEMENT OF RENEWABLE ENERGY AND THE DESTRUCTION OF GREENHOUSE GAS EMISSIONS. 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 671,768 RECS AND 210,253 OFFSETS TO ITS UTILITY, BUSINESS, GOVERNMENT, AND NONPROFIT CUSTOMERS. THE FOUNDATION ALSO INVESTS IN THE RESEARCH AND DEVELOPMENT 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. DURING THE YEAR BEF FUNDED AND PROVIDED SERVICES TO 14 UTILITY SPONSORED COMMUNITY SOLAR PROJECTS, A UTILITY SCALE SOLAR PROJECT, DEVELOPMENT OF THREE SMALL-HYDRO PROJECTS, THE OREGON SOLARIZE RESIDENTIAL PROGRAM, A LARGE BIOMASS TORREFACTION PROJECT, AND COLLABORATED ON THE DEVELOPMENT OF CUTTING EDGE PROJECTS WITH THE CITIES OF THE DALLES AND HOOD RIVER, UPPER COLUMBIA UNITED TRIBES, THE OREGON CLEAN POWER COOPERATIVE, AND THE TREASURE STATE ELECTRIC COOPERATIVE. 704538 50000 318186 ENERGY EDUCATION PROGRAM: THE FOUNDATION'S CLEAN ENERGY. BRIGHT FUTURES 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, CLEAN ENERTY. BRIGHT FUTURES REACHED 71 SCHOOL DISTRICTS IN 11 STATES, 398 TEACHERS AND 169 SCHOOLS, AND PROVIDED BENEFITS FOR 19,930 STUDENTS THROUGH TEACHER TRAINING WORKSHOPS, CURRICULUM DEVELOPMENT LABS, STEM CONFERENCES, AND STUDENT ENGINEERING CHALLENGES. IN 2016, THE CLEAN ENERGY. BRIGHT FUTURES PROGRAM WAS SELECTED BY THE CENTER FOR RESOURCE SOLUTIONS AS THE WINNER OF THE NATIONAL EPA GREEN POWER LEADERSHIP AWARD FOR LEADERSHIP IN GREEN POWER EDUCATION. 3246113 416715 1119342 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 2,629,361 WRCS REPRESENTING 1,800,000,000 GALLONS OF WATER RESTORED TO CRITICALLY DEWATERED RIVERS AND STREAMS. THE FOUNDATION'S CHANGE THE COURSE CAMPAIGN BRINGS TOGETHER THE PUBLIC, CORPORATIONS, AND ON-THE-GROUND CONSERVATION ORGANIZATIONS TO RAISE AWARENESS ABOUT FRESHWATER, REDUCE WATER FOOTPRINTS, AND RESTORE FLOWS AND HEALTH TO VITAL FRESHWATER ECOSYSTEMS. 7510759 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 67 0 1 23 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 ANGUS DUNCAN PRESIDENT 40.00 X 14434 0 3078 FELICIA PHILLIPS CHIEF FINANCIAL OFFICER 40.00 X 113235 0 10297 TODD REEVE CHIEF EXECUTIVE OFFICER 40.00 X 120834 0 13864 248503 0 27239 2 0 0 0 NANCY BSALES 377 ESSEX AVE BLOOMFIELD NJ 07003 ADVISOR SERVICES 158481 1 4915956 2108354 7024310 REC SALES 900099 1251943 1251943 CARBON OFFSETS SALES 900099 1001607 1001607 CONTRACT SERVICE INCOME 900099 992952 992952 WRC SALES 900099 812305 812305 4058807 71730 71730 245649 245649 MISCELLANEOUS INCOME 900099 1557 1557 1557 11402053 4060364 0 317379 X 976630 976630 278923 157735 121188 1150367 969763 180604 57302 47259 10043 150406 117388 33018 114686 90215 24471 4135 4120 15 54625 21300 33325 1598044 1587536 10508 295735 294502 1233 62900 53068 9832 99826 83591 16235 119851 96172 23679 105086 103538 1548 58752 58680 72 34015 34015 11250 5954 5296 REC/OFFSET/WRC PURCHASE 2083789 2083789 PROJECT EQUIPMENT 596343 596343 OTHER EXPENSES 167587 116046 51541 TAXES AND FEES 13115 13115 8033367 7510759 522608 0 2778711 2296173 6036915 6470418 4554944 7446521 901014 1290981 381925 397862 873184 879982 969916 637819 1003625 917736 52909 85889 16549518 19505645 1049296 737909 226495 106070 2115 21368 1277906 865347 X 8482818 9311675 6788794 9328623 15271612 18640298 16549518 19505645 3368686 0 X X 0 1 X 1 0 X 3097088 3682802 1363107 3009836 7024311 18177144 3097088 3682802 1363107 3009836 7024311 18177144 3757020 14420124 235574 208181 245368 244383 317379 1250885 5320 2308 1556 9184 19437213 17674452 0.74190 0.62610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8033367 8033367 551668 137917 0 0 434447 446681 454955 551668 1887751 2831627 108612 111670 113739 137917 471938 707907 13717 2286 11431 162730 119316 43414 827178 796134 31044 85889 DEFERRED RENT EXPENSE 21368 21368 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 165325 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICE EXPENDITURES PURCHASED GOODS AND SERVICES 2268 0 0 0 0 0 0 167593 0 167593 0 0 0 0 0 0 1 CLEARWATER RESOURCE COUNCIL PO BOX 147 SEELY LAKE MT 59868 943112966 501(C)(3) 30000 ANNUAL GRANT FOR PERIOD 3/15/19--3/14/20 FRIENDS OF THE TETON RIVER PO BOX 768 DRIGGS ID 83422 820527505 501(C)(3) 30000 GRANT FOR PERIOD 3/15/19--3/14/20 METHOW SALMON RECOVERY FOUNDATION PO BOX 755 TWISP WA 98856 912141473 501(C)(3) 30000 ANNUAL GRANT FOR THE PERIOD 3/15/19--3/14/20 ROGUE BASIN PARTNERSHIP PO BOX 1214 MEDFORD OR 97501 931310735 501(C)(3) 30000 2018 LNFF GRANT SOLAR FOR ALL 11422 NW HENSON CT PORTLAND OR 97229 454749705 501(C)(3) 5000 MG FOR CONSTRUCTION AND INSTALLATION FOR 4 DWELLINGS SUSTAINABLE CONSERVATION 98 BATTERY STREET STE 302 SAN FRANCISCO CA 94111 943232437 501(C)(3) 25000 DEMONSTRATION OF DRIP IRRIGATION SYSTEM UTILIZING DAIRY MANURE - 8/15-8/19/18 ALSEA COMMUNITY EFFORT 19192 ALSEA HIGHWAY ALSEA OR 97324 931204730 501(C)(3) 8000 SOLAR SUPPORT STRUCTURES ARIZONA LAND AND WATER TRUST 2810 N ALVERNON WAY STE 600 TUSCON AZ 85712 866148507 501(C)(3) 8265 INCREASE EFFICIENCY AT DOUBLE CHECK RANCH BYRD BARR PLACE 722 18TH AVE SEATTLE WA 98122 910786727 501(C)(3) 16500 SUPPORT COMM SOLAR SUBSCRIPTION MGMT SVCS CALAPOOIA WATERSHED COUNCIL PO BOX 844 BROWNSVILLE OR 97327 264228349 501(C)(3) 40000 GRANT TO SUPPORT RESTORATION AND PROJECT MGMT CENTRAL LINCOLN PUD 2129 OREGON COAST HWY NEWPORT OR 97365 208166020 50000 COMM SOLAR GRANT CITY OF MAUPIN 408 DESCHUTES AVE MAUPIN OR 97037 931075122 10000 COMM SOLAR GRANT COEUR D'ALENE TRIBE PO BOX 408 PLUMMER ID 83851 820255476 501(C)(3) 75000 DEVELOPMENT OF 52KW SOLAR AT SENIOR HOUSING FACILITY COLORADO WATER TRUST 1420 OGDEN STREET STE A2 DENVER CO 80218 841606567 501(C)(3) 14250 GRANT FOR WORK CONTINUATION FROM DANONE FLINT RIVERKEEPER 102 PINE AVENUE ALBANY GA 31701 263179215 501(C)(3) 17000 SKYWATER AND FLAT CREEK PROJECTS FORTERRA 1119 PACIFIC AVENUE SUITE 1300 TACOMA WA 98402 943112461 501(C)(3) 8000 RESTORATION ACTIVITIES ON TEH BURKE-GILMAN TRAIL KINNICKINNIC RIVER LAND TRUST 265 MOUND VIEW ROAD SUITE C RIVER FALLS WI 54022 396593121 501(C)(3) 10000 LAND TRUST GRANT LANE COMMUNITY COLLEGE FOUNDATION 4000 EAST 30TH AVENUE EUGENE OR 97405 237113266 501(C)(3) 20000 FUNDS TO SUPPORT PARTIAL NEEDS BASED SCHOLARSHIPS FOR ENERGY MGMT PROGRAM LONG TOM WATERSHED COUNCIL 751 S DANEBO AVE EUGENE OR 97402 208049325 501(C)(3) 25000 8K PLANTS ALONG FOUR ACRES OF WILLAMETTE RIVER'S RIPARIAN AREA MIDDLE FORK WATERSHED COUNCIL PO BOX 27 LOWELL OR 97452 260813058 501(C)(3) 20000 RESTORATION EFFORTS AT BRISTOW STATE PARK ORCAS POWER AND LIGHT COOPERATIVE 183 MT BAKER RD EASTSOUND WA 98245 910348358 501(C)(12) 50000 DECATUR ISLAND COMM SOLAR OREGON FOOD BANK 7900 NE 33RD DR PORTLAND OR 97211 930785786 501(C)(3) 7160 25% OF STUDY COSTS FOR ENGINEERING AND FEASIBILITY STUDIES FOR BIOENERGY PRODUCTS PORTLAND ENERGY CONSERVATION INC PO BOX 8187 PORTLAND OR 97207 930770824 501(C)(3) 50000 COMMUNITY AND CURRICULUM DEVELOPMENT FOR TIER PROJECT SAINT VINCENT DE PAUL OF LANE COUNTY 2890 CHAD DRIVE EUGENE OR 97408 472095517 501(C)(3) 175255 GRANT IN SUPOPRT OF NEW SOLAR SYSTEM FOR SAGINAW TRAILER PARK SNOHOMISH COUNTY PUD 2320 CALIFORNIA STREET EVERETT WA 98201 943089231 501(C)(12) 50000 COMM SOLAR GRANT SOUTH SANTIAM WATERSHED COUNCIL 4431 HWY 20 SWEET HOME OR 97386 911787357 501(C)(3) 40000 REVEG EFFORTS AT OXBOW PROJECT SITE ALONG CRABTREE CREEK TACOMA HOUSING AUTHORITY 902 SOUTH L ST TACOMA WA 98405 810557198 SECTION 115 28000 SOLAR ARRAY AT THE ARLINGTON DRIVE YOUTH CAMPUS TROUT UNLIMITED 1777 NORTH KENT STREET SUITE 100 ARLINGTON VA 22209 381612715 501(C)(3) 10000 GRANT FOR DRIFTLESS REGION UPPER COLUMBIA SALMON RECOVERY BOARD 11 SPOKANE STREET SUITE 101 WENATCHEE WA 98801 204703769 501(C)(3) 15000 MW 2.0 GRANT VALLEY STEWARDSHIP NETWORK 110 S MAIN STREET VIROQUA WI 54665 392019985 501(C)(3) 10000 2018 GRANT WASHINGTON STATE UNIVERSITY - NATIVE AMERICAN PROGRAMS PO BOX 541927 PULLMAN WA 99164 911075542 15000 NY'EHE NATIVE STUDENT LEADERSHIP CAMP SUSTAINABLE CONSERVATION 98 BATTERY STREET STE 302 SAN FRANCISCO CA 94111 943232437 50000 SAN JOAQUIN GROUNDWATER RECHARGE 2018/2019 28 6 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. 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 1,587,536. MANAGEMENT AND GENERAL EXPENSES 10,508. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,598,044. 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 -10228 170934 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 280023 FAIR VALUE