2025-10-09T10:48:40-05:00 2024-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2024-01-01 943241464 INSTITUTE FOR MARKET TRANSFORMATION INST 2025252883 PO BOX 66526 WASHINGTON DC 20035 ALEX DEWS CHIEF EXECUTIVE OFFICER 2025252883 2025-10-07 1 1 MARK C THOMAS P00362982 3019860600 2025-10-07 2024 2025-03-06 01:10:19Z ALEX DEWS PO BOX 66526 WASHINGTON DC 20035 6537555 0 X WWW.IMT.ORG X 1996 DC IMT WORKS WITH GOVERNMENT, BUSINESS, & COMMUNITY PARTNERS TO IMPROVE BUILDINGS & CREATE JOBS. 8 8 45 0 305535 15595 7308606 5029262 1376063 1372675 138854 132861 3455 2757 8826978 6537555 663950 1293750 0 0 4375615 5074827 0 0 220046 1428292 1767371 6467857 8135948 2359121 -1598393 6580356 5394663 452356 865056 6128000 4529607 X IMT BELIEVES BETTER BUILDINGS IMPROVE LIVES. IMT'S MISSION IS TO CATALYZE DEMAND FOR HIGH-PERFORMING BUILDINGS. 0 0 2911295 162953 POLICY: IMT WORKS TO ACTIVATE GOVERNMENT AT THE FEDERAL, STATE, AND LOCAL LEVELS TO USE THE REGULATORY LEVERS AVAILABLE TO ADDRESS BUILDING PERFORMANCE. FOR MORE THAN 25 YEARS, IMT HAS WORKED WITH POLICYMAKERS AND STAKEHOLDERS TO CO-DESIGN AND IMPLEMENT BUILDING CODES AND POLICIES AT EVERY LEVEL TO DRIVE DEMAND FOR HEALTHY, RESILIENT, LOW-POLLUTION BUILDINGS. IMT CURRENTLY LEADS THE NATIONAL BPS COALITION, WHICH AIMS TO CATALYZE $132 BILLION IN INVESTMENT IN HIGH PERFORMANCE BUILDINGS THAT LOWER ENERGY COSTS FOR RESIDENTS AND BUSINESSES. 2025180 1233750 94034 COMMUNITY ENGAGEMENT: IMT BELIEVES COMMUNITIES WHICH EXPERIENCE THE GREATEST CHALLENGES SHOULD DRIVE THEIR OWN SOLUTIONS. IMT FACILIITATES CONVERSATION, PROVIDES CONNECTIONS, AND OFFERS TECHNICAL EXPERTISE TO SUPPORT COMMUNITY-DRIVEN POLICY RESPONSES THAT BENEFIT ALL RESIDENTS, AND CREATE ECONOMIC OPPORTUNITIES FOR FRONTLINE COMMUNITIES. IMT WORKS WITH MORE THAN 100 PARTNERS ACROSS ALL OF OUR PROJECTS TO ENSURE POLICIES SUPPORT AFFORDABILITY AND COMMUNITY PRIORITIES. 1832771 60000 1118445 BUSINESS ENGAGEMENT: IMT HELPS THE PRIVATE SECTOR MEET THEIR CURRENT AND FUTURE BUILDING ENERGY NEEDS, WHILE PUSHING THE MARKET TOWARD HIGH-PERFORMING BUILDINGS AS A NEW NORMAL. IMT PROVIDES GREEN LEASING CERTIFICATION THAT REDUCES ENERGY COSTS; AWARDEES CURRENTLY OWN OR MANAGE 8.1 BILLION SQ FT OF SPACE. IMT ALSO PROVIDES KEY POLICY DATA AND INSIGHTS THROUGH ITS CORPORATE ENGAGEMENT OPPORTUNITIES PROGRAM. ADDITIONALLY, IMT HELPS THE REAL ESTATE SECTOR MEET SHIFTING MARKET DEMANDS THROUGH ITS BUILDING PERFORMANCE PARTNERSHIP AND ITS BUILDING INNOVATION HUB IN WASHINGTON, DC. 223427 BUILDING CODES 223427 6992673 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 1 45 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA NY X JOCELYN PERKINS 2025252883 PO BOX 66526 WASHINGTON DC 20035 SANDRA HENRY BOARD CHAIR 2.00 X X 0 0 0 AKSHAI RAO BOARD SECRETARY 2.00 X X 0 0 0 BOMEE JUNG BOARD TREASURER 2.00 X X 0 0 0 ERIC WALKER BOARD VICE CHAIR 2.00 X X 0 0 0 CARLTON BROWN BOARD MEMBER 2.00 X 0 0 0 JULIA GISEWITE BOARD MEMBER/AUDIT CHAIR 2.00 X 0 0 0 TAMARA JONES BOARD MEMBER 2.00 X 0 0 0 MAUREEN WATERS BOARD MEMBER 2.00 X 0 0 0 DAVID GOLDSTEIN BOARD MEMBER (UNTIL 10/20/2025) 2.00 X 0 0 0 ALEX DEWS CEO 35.00 X 211550 0 22047 BETSY LAW MANAGING DIRECTOR 35.00 X 193315 0 24408 MARLA THALHEIMER SENIOR DIRECTOR 35.00 X 150636 0 38557 CLIFFORD MAJERSIK SENIOR ADVISOR 35.00 X 143649 0 37163 LAUREN J MILLER SENIOR DIRECTOR 35.00 X 155183 0 9168 LINDSEY D FALASCA DIRECTOR 35.00 X 139558 0 8889 THERESA M BACKHUS DIRECTOR 35.00 X 132485 0 18380 1126376 0 158612 20 0 1 0 SLIPSTREAM GROUP INC 431 CATALYST WAY MADISON WI 53719 CONSULTING SERVICES FEDERAL PROGRAMS 179474 1 1524805 3504457 5029262 CONTRACT REVENUE 541900 1266433 1045615 220818 MEMBERSHIP DUES 900099 106242 21525 84717 1372675 132861 132861 MISCELLANEOUS 900099 2757 2757 2757 6537555 1069897 305535 132861 X 1293750 1293750 451320 215062 215009 21249 3826832 3185674 509071 132087 103328 85843 13527 3958 359132 298810 49718 10604 334215 267864 54519 11832 12437 10386 1712 339 32057 32057 1270915 1237017 10426 23472 38416 32459 4600 1357 70441 56166 12642 1633 104577 98568 1244 4765 88426 86799 20 1607 23131 18473 3838 820 39978 31560 7056 1362 SUBSCRIPTIONS/LICENSES 58034 49073 5698 3263 MISCELLANEOUS 19950 16160 2092 1698 MEMBERSHIPS 9009 9009 8135948 6992673 923229 220046 5 5 4913352 3806919 1338058 1278349 135955 165253 145496 98212 196789 159550 38634 37239 8856 8686 6580356 5394663 362137 677375 90219 187681 452356 865056 X 2671044 2359630 3456956 2169977 6128000 4529607 6580356 5394663 -1598393 0 X X 0 1 X 1 0 X 2367538 4425637 3095658 7308606 5029262 22226701 2367538 4425637 3095658 7308606 5029262 22226701 6439085 15787616 26697 5901 29100 138854 132861 333413 2128 82975 85103 3672 500 3528 3455 2757 13912 22659129 6146484 0.69670 0.64420 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 3,672. 2021 AMOUNT: $ 500. 2022 AMOUNT: $ 3,528. 2023 AMOUNT: $ 3,455. 2024 AMOUNT: $ 2,757. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 893 8408 9301 8126647 8135948 556797 139199 0 0 393691 464255 473393 556797 1888136 2832204 6569 3821 13695 9301 33386 98423 116064 118348 139199 472034 708051 430 1890 893 3213 196789 159550 37239 37239 X 6540355 2800 2800 6537555 0 6537555 8138748 2800 2800 8135948 0 8135948 PART X, LINE 2: THE INSTITUTE REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE INSTITUTE DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. THE INSTITUTE'S IRS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FORM 990-T, EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN, AND FORM D-20, DISTRICT OF COLUMBIA CORPORATE FRANCHISE TAX RETURN, ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE AUTHORITIES, GENERALLY FOR THREE YEARS AFTER FILING. 1 ACTION-HOUSING INC 611 WILLIAM PENN PLACE STE 800 PITTSBURGH PA 15219 250965469 501(C)(3) 20000 0 INVEST IN FUTURE SUBGRANT FIFTH WARD COMMUNITY REDEVELOPMENT CORPORATION 4300 LYONS AVE SUITE 300 HOUSTON TX 77020 760288037 501(C)(3) 20000 0 INVEST IN FUTURE SUBGRANT NORTHWEST SIDE COMMUNITY DEVELOPMENT CORP 4201 N 27TH STREET MILWAUKEE WI 53216 391478014 501(C)(3) 20000 0 INVEST IN FUTURE SUBGRANT ALTERNATIVES FOR COMMUNITY & ENVIRONMENT 2201 WASHINGTON ST ROXBURY MA 02119 043228509 501(C)(3) 20000 0 CAB COHORT SUBGRANT PEOPLE FOR COMMUNITY RECOVERY 13330 S CORLISS CHICAGO IL 60827 363415767 501(C)(3) 113750 0 CAB COHORT SUBGRANT AND COMMUNITY CLIMATE SHIFT SUBGRANT AFRICATOWN COMMUNITY LAND TRUST 1437 S JACKSON ST SUITE 100 SEATTLE WA 98144 821710458 501(C)(3) 100000 0 COMMUNITY CLIMATE SHIFT SUBGRANT ALLIANCE FOR AFFORDABLE ENERGY 4505 SOUTH CLAIBORNE AVE NEW ORLEANS LA 70125 721057834 501(C)(3) 100000 0 COMMUNITY CLIMATE SHIFT SUBGRANT BRIDGING THE GAP INC 1427 W 9TH ST STE 201 KANSAS CITY MO 64101 431610645 501(C)(3) 100000 0 COMMUNITY CLIMATE SHIFT SUBGRANT COMMUNITY BUILDER'S NETWORK OF ST LOUIS 3651 OLIVE STREET SUITE 100 ST LOUIS MO 63108 800847990 501(C)(3) 100000 0 COMMUNITY CLIMATE SHIFT SUBGRANT FRONT AND CENTERED 2800 1ST AVE SUITE 201 SEATTLE WA 98121 843336800 501(C)(3) 100000 0 COMMUNITY CLIMATE SHIFT SUBGRANT ISAIAH 2356 UNIVERSITY AVE W SUITE 405 SAINT PAUL MN 55114 411957358 501(C)(3) 100000 0 COMMUNITY CLIMATE SHIFT SUBGRANT RURAL PEOPLE'S VOICE PO BOX 1451 WINTHROP WA 98862 854314269 501(C)(4) 100000 0 COMMUNITY CLIMATE SHIFT SUBGRANT TIDES CTR-BEEP PO BOX 889385 LOS ANGELES CA 90088 943213100 501(C)(3) 300000 0 COMMUNITY CLIMATE SHIFT SUBGRANT WASHINGTON INTERFAITH NETWORK 1226 VERMONT AVENUE NW WASHINGTON DC 20005 521956696 501(C)(3) 100000 0 COMMUNITY CLIMATE SHIFT SUBGRANT 13 1 PART I, LINE 2: AS PART OF IMT'S WORK COLLABORATING WITH COMMUNITY BASED ORGANIZATIONS AND OTHER STAKEHOLDERS, WE SOMETIMES GRANT FUNDS TO OTHER ORGANIZATIONS. IMT REQUIRES ALL GRANT RECIPIENTS TO SIGN A GRANT AGREEMENT AND CERTIFY THAT THEY WILL NOT USE ANY OF THE PROVIDED FUNDS FOR LOBBYING. EACH GRANT RECIPIENT IS REQUIRED TO SUBMIT A FINANCIAL AND NARRATIVE REPORT CERTIFYING THAT THEY HAVE SPENT THE FUNDS ACCORDING TO THE APPROVED SCOPE AND/OR RETURN THOSE FUNDS TO IMT. X 0 0 0 0 0 0 0 0 0 ALEX DEWS CEO 201550 0 10000 0 0 0 6347 0 15700 0 233597 0 0 0 BETSY LAW MANAGING DIRECTOR 173315 0 20000 0 0 0 5859 0 18549 0 217723 0 0 0 MARLA THALHEIMER SENIOR DIRECTOR 150636 0 0 0 0 0 4659 0 33898 0 189193 0 0 0 CLIFFORD MAJERSIK SENIOR ADVISOR 143649 0 0 0 0 0 4449 0 32714 0 180812 0 0 0 LAUREN J MILLER SENIOR DIRECTOR 155183 0 0 0 0 0 4656 0 4512 0 164351 0 0 0 THERESA M BACKHUS DIRECTOR 132485 0 0 0 0 0 3975 0 14405 0 150865 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B IMT'S DIRECTOR OF FINANCE RECEIVES THE FORM 990 PREPARED BY THE AUDITORS AND CIRCULATES IT TO THE BOARD CHAIR AND TREASURER OF THE BOARD FOR REVIEW & SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS DISTRUBUTED ANNUALLY AND MUST BE SIGNED ANNUALLY ACKNOWLEDGING RECEIPT OF THE POLICY AND ANY CONFLICTS SHOULD BE NOTED. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY OF THE EXECUTIVE DIRECTOR SHALL BE APPROVED BY THE IMT BOARD OF DIRECTORS, AND SHALL BE DETERMINED BASED ON COMPARISONS WITH PAY FOR EXECUTIVE DIRECTORS OF OTHER NONPROFIT ORGANIZATIONS OF SIMILAR SIZE AND SIMILAR PURPOSE, AS WELL AS ON IMT'S FINANCIAL SITUATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER CONSULTING: PROGRAM SERVICE EXPENSES 1,237,017. MANAGEMENT AND GENERAL EXPENSES 10,426. FUNDRAISING EXPENSES 23,472. TOTAL EXPENSES 1,270,915. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.