2019-10-23T12:39:08-05:00 2018-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2018-01-01 521089260 THE SOLAR FOUNDATION SOLA 2024693750 1110 VERMONT AVENUE NW NO 930 WASHINGTON DC 20005 ANDREA LUECKE EXECUTIVE DIRECTOR & PRESIDENT 2024693750 2019-10-23 1 FRANK H SMITH P00639053 2022274000 2019-10-23 47.19.127.190 2019-10-23 12:39:05 ED P 33CEB46A86D76047C0BD9B67CEFA7EE41671BAE1 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2019-02-21 02:37:17Z X ANDREA LUECKE 1110 VERMONT AVENUE NW NO 930 WASHINGTON DC 20005 4093515 0 X WWW.THESOLARFOUNDATION.ORG X 1977 DC TO ACCELERATE ADOPTION OF THE WORLD'S MOST ABUNDANT ENERGY SOURCE: THE SUN. 6 6 22 6 0 6808 5060110 4022727 97590 55000 86 144 36660 -22300 5194446 4055571 1602276 706243 0 0 1592724 1147943 0 0 54899 1984217 1929132 5179217 3783318 15229 272253 2050251 1974776 1170129 1045148 880122 929628 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 1800100 614568 SOLSMART: THE SOLAR FOUNDATION (THE FOUNDATION) MAINTAINED ITS STATUS AS THE PREEMINENT PROVIDER OF SOLAR TECHNICAL ASSISTANCE TO LOCAL GOVERNMENTS THROUGH ITS LEADERSHIP OF THE SOLSMART PROGRAM. FUNDED BY THE U.S. DEPARTMENT OF ENERGY'S SOLAR ENERGY TECHNOLOGIES OFFICE (SETO) AND PUBLICLY LAUNCHED IN 2016, SOLSMART PROVIDES NATIONAL RECOGNITION AND NO-COST TECHNICAL ASSISTANCE TO MUNICIPALITIES AND COUNTIES SEEKING TO TAKE STEPS TO MAKE IT FASTER, EASIER, AND MORE AFFORDABLE FOR RESIDENTS AND BUSINESSES TO INSTALL SOLAR ENERGY SYSTEMS. COMMUNITIES USE THIS TECHNICAL ASSISTANCE TO ACHIEVE SPECIFIC CRITERIA UNDER THE SOLSMART PROGRAM, AND RECEIVE DESIGNATIONS AT THE BRONZE, SILVER, OR GOLD LEVELS. THE SOLSMART PROGRAM DESIGNATED A TOTAL OF 225 COMMUNITIES FROM THE PROGRAM START THROUGH THE END OF 2018. 774306 86899 55000 SOLAR TRAINING NETWORK: THE FOUNDATION CONTINUED TO SERVE AS THE NATIONAL ADMINISTRATOR OF THE SOLAR TRAINING NETWORK (STN). STN IS DESIGNED TO HELP MEET THE WORKFORCE NEEDS OF THE SOLAR INDUSTRY THROUGH SOLAR TRAINING AND STRATEGIC EMPLOYMENT PARTNERSHIPS. FUNDED BY THE U.S. DEPARTMENT OF ENERGY SOLAR ENERGY TECHNOLOGIES OFFICE (SETO), STN CONNECTS PROSPECTIVE SOLAR EMPLOYEES TO TRAINING AND EMPLOYMENT OPPORTUNITIES THROUGH ONLINE TOOLS, REGIONAL CAREER FAIRS, STAKEHOLDER MEETINGS, AND INDUSTRY TRENDS RESEARCH. LAUNCHED IN THE SUMMER OF 2016, THIS PROGRAM HOSTED OR SUPPORTED 14 CAREER FAIRS, REACHING OVER 1,000 JOB SEEKERS OVER THE COURSE OF THE PROGRAM. IN 2018, STN ALSO RELEASED A WORKFORCE DEVELOPMENT TOOLKIT FOR THE SOLAR INDUSTRY BASED ON THE PROGRAM'S RESEARCH. IN ADDITION, STN RELEASED A NEW AND EXPANDED WEBSITE DESIGNED TO MATCH SOLAR JOB CANDIDATES WITH TRAINING AND CAREER OPPORTUNITIES. 379777 4775 SOLAR JOBS CENSUS: THE FOUNDATION'S ANNUAL NATIONAL SOLAR JOBS CENSUS REPORT OFFERS THE MOST AUTHORITATIVE AND COMPREHENSIVE ANALYSIS OF SOLAR LABOR MARKET TRENDS IN THE UNITED STATES. THE NATIONAL SOLAR JOBS CENSUS PROVIDES SOLAR JOB NUMBERS NATIONWIDE AND STATE BY STATE, AS WELL AS A DETAILED ANALYSIS OF THE SOLAR WORKFORCE IN EACH INDUSTRY SECTOR. IT ALSO INCLUDES DATA ON SOLAR WORKFORCE DEMOGRAPHICS AND DIVERSITY. THE FOUNDATION RELEASED ITS EIGHTH ANNUAL NATIONAL SOLAR JOBS IN EARLY 2018. 2954183 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 22 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ANDREA LUECKE 2024693750 1110 VERMONT AVENUE NW NO 930 WASHINGTON DC 20005 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 2.00 X 0 0 0 THOMAS STARRS DIRECTOR 0.50 X 0 0 0 HEATHER ZICHAL DIRECTOR 0.50 X 0 0 0 ANDREA LUECKE EXECUTIVE DIRECTOR & PRESIDENT 40.00 X 162188 0 25035 162188 0 25035 1 0 1 0 RAFFA PC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING SERVICES 256551 NEW ENERGY CONSULTANTS 171 AVE CHARDON SUITE 302 SAN JUAN RQ 00918 CONSULTING SERVICES 195060 THOMAS P MILLER AND ASSOC 1630 N MERIDIAN ST 430 INDIANAPOLIS IN 46202 SOLAR TRAINING NETWORK PROJECT 153608 BW RESEARCH PARTNERSHIP 2725 JEFFERSON STREET SUITE 13 CARLSBAD CA 92008 CENSUS CONSULTING 145000 4 30121 2034416 1958190 4022727 CONTRACT INCOME 900099 55000 55000 55000 144 144 15088 30121 37944 -22856 -22856 MISCELLANEOUS 900099 556 556 556 4055571 55000 0 -22156 X 683729 683729 22514 22514 187223 117950 61783 7490 784769 500111 256662 27996 39351 24780 13190 1381 60145 45942 11634 2569 76455 48149 25549 2757 352268 352268 1156050 1144723 7786 3541 104589 99354 5235 54742 53855 708 179 145442 129945 12575 2922 51272 45188 3424 2660 6790 436 5500 854 2217 2217 19210 17163 1661 386 8230 8230 DUES AND SUBSCRIPTIONS 20268 17987 1741 540 OTHER EXPENSES 8054 2357 4073 1624 3783318 2954183 774236 54899 508278 944531 1451017 928169 35200 45863 15718 35385 43222 38420 24012 4802 16026 16026 2050251 1974776 1140384 996070 41788 29745 7290 1170129 1045148 X 658417 144690 221705 784938 880122 929628 2050251 1974776 272253 -222747 0 X 0 1 X 1 1 1 X 993664 1491253 4207881 5016139 4022727 15731664 993664 1491253 4207881 5016139 4022727 15731664 1099658 14632006 75 133 64 86 144 502 52 1999 10646 40234 556 53487 15785653 555071 0.92690 0.94000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2014 AMOUNT: $ 52. 2015 AMOUNT: $ 1,999. 2016 AMOUNT: $ 10,646. 2017 AMOUNT: $ 40,234. 2018 AMOUNT: $ 556. 43222 38420 4802 4802 DEFERRED RENT 7290 7290 X 4266511 172996 37944 210940 4055571 0 4055571 3994258 172996 37944 210940 3783318 0 3783318 PART X, LINE 2: THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2018 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 37,944. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 37,944. SUMMER SOLSTICE 45209 30121 15088 9914 289 27741 45209 30121 15088 9914 289 27741 37944 -22856 1 AMERICAN ASSOCIATION OF COMMUNITY COLLEGE 1 DUPONT CIRCLE NW SUITE 410 WASHINGTON DC 20036 530196569 501(C)(3) 6200 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT ELECTRIC POWER RESEARCH INSTITUTE 3420 HILLVIEW AVENUE PALO ALTO CA 94304 237175375 501(C)(3) 20003 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT GRID ALTERNATIVES 1171 OCEAN AVENUE SUITE 200 OAKLAND CA 94608 472717517 501(C)(3) 29719 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT MID-AMERICA REGIONAL COUNCIL 600 BROADWAY SUITE 200 KANSAS CITY MO 64105 430976432 501(C)(3) 5235 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) 37410 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT NATIONAL ASSOCIATION OF WORKFORCE BOARDS 1155 15TH STREET NW SUITE 350 WASHINGTON DC 20005 521167468 501(C)(3) 19533 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT NATIONAL LEAGUE OF CITIES INSTITUTE 660 N CAPITOL STREET NW SUITE 450 WASHINGTON DC 20001 526055762 501(C)(3) 129019 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT NATIONAL RENEWABLE ENERGY LABORATORY 15013 DENVER WEST PARKWAY GOLDEN CO 80401 261939342 189418 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT SOLAR ENERGY INTERNATIONAL 39845 MATHEWS LANE PAONIA CO 81428 841223691 501(C)(3) 15391 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT THE CADMUS GROUP LLC FKA MEISTER CONSULTING GROUP INC 100 5TH AVENUE SUITE 100 WALTHAM MA 02451 364636331 185341 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT THE REGULATORY ASSISTANCE PROJECT 50 STATE STREET SUITE 3 MONTPELIER VT 05602 010471151 501(C)(3) 33640 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT UNIVERSITY OF CENTRAL FLORIDA 1679 CLEARLAKE ROAD COCOA FL 32922 592924021 501(C)(3) 10177 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT 11 1 SUBRECIPIENT 1 22514 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 ANDREA LUECKE EXECUTIVE DIRECTOR & PRESIDENT 162188 0 0 0 0 0 9501 0 15534 0 187223 0 0 0 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 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 PHOTOVOLTAIC INSTALLATIONS: PROGRAM SERVICE EXPENSES 200,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 200,000. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 944,723. MANAGEMENT AND GENERAL EXPENSES 7,786. FUNDRAISING EXPENSES 3,541. TOTAL EXPENSES 956,050.