CERES INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CERES INC (EIN 22-3053747)
- Tax period
- 2016-11-01 to 2017-10-31
- Filed
- 2018-08-22
- IRS object ID
- 201812349349300146
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-22T11:35:25-05:00 | ReturnTs |
| Tax Period End | 2017-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Boylston Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223053747 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ceres inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CERE | BusinessNameControlTxt |
| Phone | 6172470700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 chauncy street 6th floor | AddressLine1Txt |
| City | boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021111703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | susan boyer | PersonNm |
| Person Title | cfo | PersonTitleTxt |
| Phone | 6172470700 | PhoneNum |
| Signature | 2018-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brenda L Booth | PreparerPersonNm |
| PTIN | P01342395 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2018-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ceres | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | mindy lubber | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 chauncy street 6th floor | AddressLine1Txt |
| City | boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021111703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,049,241 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ceres.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | CERES WORKS TO ADVANCE SUSTAINABILITY LEADERSHIP AMONG INVESTORS, COMPANIES AND CAPITAL MARKET INFLUENCERS TO DRIVE SOLUTIONS AND TAKE STRONGER ACTION ON THE WORLD'S BIGGEST SUSTAINABILITY CHALLENGES, INCLUDING CLIMATE CHANGE, WATER SCARCITY AND POLLUTION, AND HUMAN RIGHTS ABUSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 119 | TotalEmployeeCnt |
| Total Volunteers | 43 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,744,267 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,577,589 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,642,789 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,208,592 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,876 | PYInvestmentIncomeAmt |
| CY Investment Income | $29,929 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,705 | PYOtherRevenueAmt |
| CY Other Revenue | $50,571 | CYOtherRevenueAmt |
| PY Total Revenue | $15,394,637 | PYTotalRevenueAmt |
| CY Total Revenue | $17,866,681 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $224,819 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $721,553 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,580,358 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,291,105 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,100,389 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,259,624 | PYOtherExpensesAmt |
| CY Other Expenses | $4,924,973 | CYOtherExpensesAmt |
| PY Total Expenses | $12,064,801 | PYTotalExpensesAmt |
| CY Total Expenses | $14,937,631 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,329,836 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,929,050 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,173,421 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,190,782 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,168,985 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,257,296 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,004,436 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,933,486 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Ceres mission is to transform the economy to build a sustainable future for people and the planet. Ceres works with the most influential investors and companies to build leadership and drive solutions throughout the economy. Through powerful networks and advocacy, Ceres tackles the world's biggest sustainability challenges, including climate change, water scarcity and pollution, and human rights abuses. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,924,961 | ExpenseAmt |
| Grant | $156,000 | GrantAmt |
| Revenue | $177,521 | RevenueAmt |
| Desc | Water and food: see schedule oWater and food: Ceres promotes capital market solutions to the global water crisis by accelerating company and investor leadership on sustainable water management, through cutting-edge research and policy advocacy. Ceres water program hones in on the food sector, which uses 70 percent of the world's freshwater, largely in agricultural supply chains. As part of this effort, Ceres and World Wildlife Federation launched an AgWater Challenge, an effort in which leading food & beverage companies announce new commitments to accelerate stronger water stewardship with growers in their global supply chains. From a policy perspective, we focus on California, where our Connect the Drops campaign brings business and investor communities together to advocate sustainable water policies in that water-challenged state. fundamental to our work, we drive systemic change by leveraging the power of institutional investors to promote better corporate water stewardship. Ceres developed the Investor Water Toolkit, the ultimate guide for water integration in investment portfolios. To address climate change, water scarcity and human rights challenges in food supply chains, Ceres also works to drive large-scale changes in the way food is produced and sourced. We are working with the world's largest institutional investors to help them better understand how these pressures present risks and opportunities for global food and beverage companies. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,737,922 | ExpenseAmt |
| Grant | $381,370 | GrantAmt |
| Revenue | $624,877 | RevenueAmt |
| Desc | SUSTAINABLE CAPITAL MARKETS: SEE SCHEDULE OSUSTAINABLE CAPITAL MARKETS: CERES MOBILIZES INFLUENTIAL FINANCIAL MARKET ACTORS TO PROMOTE AND INTEGRATE SUSTAINABILITY INTO INVESTMENT DECISION-MAKING, CORPORATE PRACTICES AND PUBLIC POLICY. THE AIM IS HAVING INVESTORS, COMPANIES AND POLICYMAKERS SHIFT FROM SHORT-TERM TO LONGER-TERM THINKING BY FOCUSING ON INCENTIVES, POLICIES AND REGULATIONS THAT ACCELERATE LOW-CARBON BUSINESS PRACTICES. SUCH ACTIONS WILL MITIGATE LONG-TERM THREATS POSED BY GLOBAL CLIMATE CHANGE AND PROMOTE THE TRANSITION TO A LOW CARBON ECONOMY. CERES DIRECTS THE CERES INVESTOR NETWORK ON CLIMATE RISK AND SUSTAINABILITY, A GROWING NETWORK OF OVER 150 INSTITUTIONAL ASSET OWNERS AND INVESTMENT MANAGERS THAT COLLECTIVELY MANAGE MORE THAN $24 TRILLION OF ASSETS. CERES HAS NUMEROUS INVESTOR NETWORK WORKING GROUPS THAT ARE ACTIVE ON CARBON ASSET RISK, SUSTAINABLE WATER MANAGEMENT, POLICY ENGAGEMENT AND GREEN BONDS. CERES CONVENES A BIENNIAL INVESTOR SUMMIT ON CLIMATE RISK AT THE UNITED NATIONS. TO FOSTER STRONGER CORPORATE ACCOUNTABILITY TO SHAREHOLDERS ON ISSUES OF CLIMATE AND SUSTAINABILITY, CERES COORDINATED AND/OR TRACKED 182 SHAREHOLDER RESOLUTIONS IN 2017, OF WHICH 72 WERE WITHDRAWN FOLLOWING NEGOTIATED COMMITMENTS FOR IMPROVEMENT. 4 OF THE RESOLUTIONS ALSO RECEIVED MAJORITY VOTES. THESE INCLUDED MAJORITY VOTES FOR 2 DEGREE SCENARIO PLANNING RESOLUTIONS FILED WITH EXXONMOBIL, OCCIDENTAL PETROLEUM AND PPL, CORPORATION AND A MAJORITY VOTE ON A RESOLUTION REQUESTING COMPREHENSIVE ANNUAL SUSTAINABILITY REPORTING BY PIONEER NATURAL RESOURCES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,521,920 | ExpenseAmt |
| Grant | $52,000 | GrantAmt |
| Revenue | $1,655,462 | RevenueAmt |
| Desc | Sustainable Business Strategies: See schedule oSustainable Business Strategies: Ceres aims to integrate sustainability into company performance by scaling up positive social, environmental and economic results in all areas of the business, from the boardroom to operations, including supply chains. The Ceres Company Network includes 50+ companies from two-dozen industries, including market leaders in technology, insurance, footwear & apparel, food & beverage, transportation, electric utilities and financial services. Roughly one-half of companies in the Ceres Network are in the Fortune 500. Network companies make commitments to stakeholder engagement, public disclosure, and bottom-line sustainability performance improvements, as outlined in the Ceres-authored The 21st Century Corporation: The Ceres Roadmap for Sustainability. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $2,142,143 | $132,183 | $676,708 | POLICY: THROUGH ITS POLICY PROGRAM, CERES AIMS TO STRENGTHEN CLIMATE AND CLEAN ENERGY POLICIES AT THE STATE, FEDERAL AND INTERNATIONAL LEVELS, WHICH WILL FACILITATE THE FASTER TRANSITION TO A CLEAN ENERGY GLOBAL ECONOMY. WORKING IN A BI-PARTISAN MANNER, CERES BRINGS THE VOICES OF BUSINESSES AND INVESTORS TO ADVOCATE IN WASHINGTON, DC AND IN KEY STATES ACROSS THE COUNTRY FOR CLIMATE AND ENERGY POLICIES TO STRENGTHEN OUR ECONOMY, REDUCE GREENHOUSE GAS EMISSIONS AND PROVIDE JOBS. CERES DIRECTS THE BUSINESS FOR INNOVATIVE CLIMATE AND ENERGY POLICY (BICEP) COALITION, COMPRISED OF 48 COMPANIES INCLUDING A RANGE OF WELL-KNOWN CONSUMER BRANDS. IN NOVEMBER 2016, ON THE HEELS OF THE SURPRISING PRESIDENTIAL VICTORY BY DONALD TRUMP, CERES HELPED ORGANIZE MORE THAN 365 COMPANIES TO ISSUE A PUBLIC STATEMENT CALLING ON THE PRESIDENT-ELECT TO NOT BACK OUT OF THE PARIS CLIMATE AGREEMENT AND TO CONTINUE SUPPORT FOR LOW-CARBON POLICIES IN THE UNITED STATES. CERES ALSO MOBILIZED NUMEROUS BUSINESSES TO SUPPORT KEY CLEAN ENERGY POLICIES IN VARIOUS STATES, INCLUDING OHIO, MICHIGAN AND VIRGINIA, AS WELL AS THE NORTHEAST AND MID-ATLANTIC STATES WHICH HAVE A REGIONAL CARBON-REDUCING AGREEMENT IN PLACE KNOWN AS THE REGIONAL GREENHOUSE GAS INITIATIVE. CERES IS CO-COORDINATING THE WE ARE STILL IN EFFORT WITH 20+ CLIMATE AND SUSTAINABILITY FOCUSED NGO'S. SINCE PRESIDENT TRUMP PULLED THE UNITED STATES OUT OF THE PARIS CLIMATE AGREEMENT OVER 2,700 LEADERS FROM AMERICA'S CITY HALLS, STATE HOUSES, TRIBES, BOARDROOMS, COLLEGES, INVESTORS AND FAITH COMMUNITIES HAVE SIGNED A DECLARATION THAT THEY WILL CONTINUE TO SUPPORT CLIMATE ACTION TO MEET THE PARIS AGREEMENT. |
| $2,295,868 | $154,355 | Climate and Clean Energy: Ceres promotes a sustainable global economy by championing low-carbon business, investor, and policy solutions to drive economic resilience and mitigate the impacts of climate change. The goal is to reduce reliance on unsustainable energy options, such as high-polluting oil and coal, while championing resilient, low-carbon electric power and transportation options, energy efficiency and other business and investor solutions at the speed and scale necessary to avoid the worst impacts of climate change. Ceres convenes investors, technical experts, and representatives from energy intensive sectors to identify and advance clean energy and climate-resilient solutions. Throughout 2017, Ceres helped build the business case for clean energy transition in the United States through cutting-edge analysis and reports demonstrating the feasibility of carbon pollution reductions by electric utilities, as well as clean transportation. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,438,011 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $132,183 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $831,063 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $12,622,814 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 119 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GABRIELA GOFF controller | PersonNm |
| Phone | 6172470700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 chauncy street 6th floor | AddressLine1Txt |
| City | boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021111703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Anne Stausboll | |||||||
| chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Barney Schauble | |||||||
| Vice chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Alisa Gravitz | |||||||
| Treasurer | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Douglas Husid | |||||||
| Secretary | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Norman Dean | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas DiNapoli | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Jack Ehnes | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Michel Gelobter | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Julie Gorte PhD | |||||||
| Director (until 10/13/17) | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Rebecca Henderson | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Denise Nappier | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Janet Ranganathan | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Peter Rosenblum | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Tedd Saunders | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Alicia Seiger | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Damon Silvers | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Adele Simmons | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Scott Stringer | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Ion Yadigaroglu | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Betty Yee | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Marcia Bateson | |||||||
| Director (until 12/31/17) | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Ashok Gupta | |||||||
| Director (until 4/29/17) | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Carl Pope | |||||||
| Director (until 4/29/17) | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Mindy Lubber | |||||||
| President | 40.00 | Yes (X) | Yes (X) | $213,276 | $0 | $36,367 | |
| Susan Sayers | |||||||
| Chief Development Officer | 40.00 | Yes (X) | $185,735 | $0 | $28,405 | ||
| Dawn Martin | |||||||
| COO | 40.00 | Yes (X) | $168,385 | $0 | $15,904 | ||
| Gordon MacFarland | |||||||
| CFO (until November 2017) | 40.00 | Yes (X) | $130,809 | $0 | $14,463 | ||
| Susan Boyer | |||||||
| CFO (from August 2017) | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| Anne Kelly | |||||||
| Sr. Program Dir., Policy & BICEP Program | 40.00 | $124,961 | $0 | $6,774 | Yes (X) | ||
| Hilary Forbes | |||||||
| Sr. Dpt. Dr., HR & Operations | 40.00 | $124,016 | $0 | $13,571 | Yes (X) | ||
| Susan Reid | |||||||
| VP, Climate & Energy | 40.00 | $123,924 | $0 | $11,006 | Yes (X) | ||
| christopher davis | |||||||
| Sr. Program Dir., Investor Program | 40.00 | $116,692 | $0 | $27,935 | Yes (X) | ||
| David Ziv-Kreger | |||||||
| Sr. Dir., Foundation Development | 40.00 | $115,664 | $0 | $26,107 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,303,462 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $180,532 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Garland Building Company LLC | |||||
| one liberty square suite 210 | boston | MA | 02109 | construction | $1,266,227 |
| tech superpowers llc | |||||
| 1280 massachusetts avenue suite 41 | cambridge | MA | 02138 | tech support | $209,448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $233,440 | FundraisingAmt |
| All Other Contributions | $14,344,149 | AllOtherContributionsAmt |
| Noncash Contributions | $104,686 | NoncashContributionsAmt |
| Total Contributions | $14,577,589 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| membership dues | 900099 | $2,298,133 | $2,298,133 |
| conf. fees & Spons. | 900099 | $805,459 | $805,459 |
| fee for service | 900099 | $105,000 | $105,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,208,592 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,259 | TotalRevenueColumnAmt |
| Exclusion | $35,259 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $105,295 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $104,686 | SecuritiesAmt |
| Other | $5,939 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $609 | SecuritiesAmt |
| Other | -$5,939 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,330 | TotalRevenueColumnAmt |
| Exclusion | -$5,330 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $42,175 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $233,440 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $71,935 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$29,760 | TotalRevenueColumnAmt |
| Exclusion | -$29,760 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| honararia | 900099 | $41,275 | $41,275 |
| reimbursements/revenue | 900099 | $39,056 | $39,056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $80,331 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,866,681 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,288,923 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $169 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,183 | TotalAmt |
| Program Services | $162,183 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,370 | TotalAmt |
| Program Services | $559,370 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,303,163 | TotalAmt |
| Program Services | $702,835 | ProgramServicesAmt |
| Management And General | $375,220 | ManagementAndGeneralAmt |
| Fundraising | $225,108 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,194,941 | TotalAmt |
| Program Services | $5,338,415 | ProgramServicesAmt |
| Management And General | $373,410 | ManagementAndGeneralAmt |
| Fundraising | $483,116 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,338 | TotalAmt |
| Program Services | $192,158 | ProgramServicesAmt |
| Management And General | $24,223 | ManagementAndGeneralAmt |
| Fundraising | $21,957 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $976,159 | TotalAmt |
| Program Services | $785,807 | ProgramServicesAmt |
| Management And General | $99,846 | ManagementAndGeneralAmt |
| Fundraising | $90,506 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,504 | TotalAmt |
| Program Services | $466,413 | ProgramServicesAmt |
| Management And General | $58,795 | ManagementAndGeneralAmt |
| Fundraising | $53,296 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,027 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
| Management And General | $9,527 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,247 | TotalAmt |
| Management And General | $64,247 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,987 | TotalAmt |
| Program Services | $55,987 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,044,372 | TotalAmt |
| Program Services | $1,004,354 | ProgramServicesAmt |
| Management And General | $16,013 | ManagementAndGeneralAmt |
| Fundraising | $24,005 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,829 | TotalAmt |
| Program Services | $106,829 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,313 | TotalAmt |
| Program Services | $334,623 | ProgramServicesAmt |
| Management And General | $28,169 | ManagementAndGeneralAmt |
| Fundraising | $65,521 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,059 | TotalAmt |
| Program Services | $209,415 | ProgramServicesAmt |
| Management And General | $14,620 | ManagementAndGeneralAmt |
| Fundraising | $15,024 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $610,426 | TotalAmt |
| Program Services | $499,977 | ProgramServicesAmt |
| Management And General | $59,050 | ManagementAndGeneralAmt |
| Fundraising | $51,399 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $570,365 | TotalAmt |
| Program Services | $538,007 | ProgramServicesAmt |
| Management And General | $7,404 | ManagementAndGeneralAmt |
| Fundraising | $24,954 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $776,966 | TotalAmt |
| Program Services | $751,961 | ProgramServicesAmt |
| Management And General | $9,907 | ManagementAndGeneralAmt |
| Fundraising | $15,098 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,222 | TotalAmt |
| Program Services | $269,887 | ProgramServicesAmt |
| Management And General | $34,930 | ManagementAndGeneralAmt |
| Fundraising | $30,405 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| research/writing | $582,309 | $578,409 | $3,900 |
| fiscal sponsorship | $58,327 | $58,327 | |
| Bad debt Expense | $35,167 | $35,167 | |
| Printing | $5,357 | $5,357 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,937,631 | TotalAmt |
| Program Services | $12,622,814 | ProgramServicesAmt |
| Management And General | $1,214,428 | ManagementAndGeneralAmt |
| Fundraising | $1,100,389 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,015,798 | BOYAmt |
| EOY | $2,940,088 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,985,424 | BOYAmt |
| EOY | $5,173,288 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,177,084 | BOYAmt |
| EOY | $5,309,951 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $818,784 | BOYAmt |
| EOY | $617,125 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,854 | BOYAmt |
| EOY | $411,730 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,199,458 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $623,196 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,708,139 | BOYAmt |
| EOY | $2,576,262 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,338 | BOYAmt |
| EOY | $162,338 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,173,421 | BOYAmt |
| EOY | $17,190,782 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,550,402 | BOYAmt |
| EOY | $2,317,431 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $618,583 | BOYAmt |
| EOY | $939,865 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,168,985 | BOYAmt |
| EOY | $3,257,296 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,003,612 | BOYAmt |
| EOY | $4,079,708 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,000,824 | BOYAmt |
| EOY | $9,853,778 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,004,436 | BOYAmt |
| EOY | $13,933,486 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,173,421 | BOYAmt |
| EOY | $17,190,782 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,929,050 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,821,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,077,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,765,586 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,975,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,875,722 | CurrentTaxYearAmt |
| Total | $58,514,742 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,821,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,077,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,765,586 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,975,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,875,722 | CurrentTaxYearAmt |
| Total | $58,514,742 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,994,388 | SubstantialContributorsTotAmt |
| Public Support Total170 | $44,520,354 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,066 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,259 | CurrentTaxYearAmt |
| Total | $123,037 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $58,637,779 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,452,080 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80630 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,688 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $52,299 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $55,987 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,781,255 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,837,242 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $841,862 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $210,466 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $584,390 | CurrentYearMinus3Amt |
| Current Year Minus2 | $612,873 | CurrentYearMinus2Amt |
| Current Year Minus1 | $706,633 | CurrentYearMinus1Amt |
| Current Year | $841,862 | CurrentYearAmt |
| Total | $2,745,758 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,118,637 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $29,719 | CurrentYearMinus3Amt |
| Current Year Minus2 | $41,307 | CurrentYearMinus2Amt |
| Current Year Minus1 | $45,033 | CurrentYearMinus1Amt |
| Current Year | $55,987 | CurrentYearAmt |
| Total | $172,046 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $146,098 | CurrentYearMinus3Amt |
| Current Year Minus2 | $153,218 | CurrentYearMinus2Amt |
| Current Year Minus1 | $176,658 | CurrentYearMinus1Amt |
| Current Year | $210,466 | CurrentYearAmt |
| Total | $686,440 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,029,660 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $2,255 | CurrentYearMinus1Amt |
| Current Year | $3,688 | CurrentYearAmt |
| Total | $5,943 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,159,902 | OtherCostOrOtherBasisAmt |
| Depreciation | $252,169 | DepreciationAmt |
| Book Value | $1,907,733 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,039,556 | OtherCostOrOtherBasisAmt |
| Depreciation | $371,027 | DepreciationAmt |
| Book Value | $668,529 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,576,262 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,026,897 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $88,281 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $71,935 | OtherRevenueAmt |
| Revenue Not Reported | $160,216 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,866,681 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,866,681 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,097,847 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $88,281 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $71,935 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $160,216 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,937,631 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,937,631 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | Ceres accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. Interest and penalties assessed, if any, are accrued as income tax expense. Ceres has identified its tax status as a tax exempt entity and its determination of which activities are related and unrelated as Ceres' only significant tax positions and has determined that such tax positions do not result in an uncertainty requiring recognition. Ceres is not currently under examination by any taxing jurisdiction. Ceres' Federal and state income tax returns are generally open for examination for the past three years following the date of filing the related return. |
| Part XI, Line 2d - Other Adjustments: | fundraising expenses 71,935. |
| Part XII, Line 2d - Other Adjustments: | fundraising expenses 71,935. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| South America | 1 | 1 | program services | As a Director for the Water Program, Monika Freyman works researching and conducting corporate and investor engagement on the risks and opportunities related to growing water scarcity and water quality issues. | $89,314 |
| Europe (Including Iceland & Greenland) | 0 | 0 | grantmaking | $360,320 | |
| East Asia and the Pacific | 0 | 0 | grantmaking | $199,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $648,684 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $648,684 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe (Including Iceland & Greenland) | To organize & support the investor community on the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD). | $52,320 | wire |
| East Asia and the Pacific | To organize & support the investor community on the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD). | $49,050 | wire |
| East Asia and the Pacific | To educate & engage Australian & Asia Pacific investors in understanding the material impacts for their portfolio holdings in deforestation-risk commodities (beef & soy) originating from South America. | $150,000 | wire |
| Europe (Including Iceland & Greenland) | Project to develop the Forest Risk for Finance tool that enables investors to improve the scale & effectiveness of their engagement w/investee companies. | $208,000 | wire |
| Europe (Including Iceland & Greenland) | To strengthen work of the Sustainable Stock Exchanges. | $100,000 | wire |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Sub-grants are awarded to organizations pending review of a project budget and description. Such project must be aligned with Ceres organizational mission. Organizations are required to submit to Ceres financial reports that show how the funds were used. Funds are provided only for costs approved in the project budget. When expenditures vary more than 20% from an approved budget line, prior written authorization from Ceres is required. Sub-grantee shall make available to Ceres or its independent auditors all accounting records for examination, evaluation, and audit for a reasonable period of time after completion of the funded work. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Fundraising Dinner | Event1Nm |
| Gross Receipts Event1 | $275,615 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $233,440 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $42,175 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $8,405 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $43,733 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $19,797 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $275,615 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $233,440 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $42,175 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,405 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $43,733 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,797 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $71,935 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$29,760 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Business for Social Responsibility | |||||||
| 88 kearny street 12th fl | san francisco | CA | 94108 | 521764268 | 501(c)(3) | $65,516 | To advance business voice & support for US Clean Power Plan. |
| Foundation for the Global Compact | |||||||
| 685 3rd avenue | new york | NY | 10017 | 161756484 | 501(c)(3) | $30,000 | To mobilize stock exchanges and securities regulators to issue guidance and rules that improve the availability and quality of corporate environmental, social and governance (ESG) information to investors. |
| The B Team Headquarters Inc | |||||||
| 115 fifth avenue 6th floor | new york | NY | 10003 | 461860634 | 501(c)(3) | $66,667 | To mobilize the American business community in support of continued U.S. participation in the Paris Agreement and related climate action. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Sub-grants are awarded to organizations pending review of a project budget and description. Such project must be aligned with Ceres organizational mission. Organizations are required to submit to Ceres financial reports that show how the funds were used. Funds are provided only for costs approved in the project budget. When expenditures vary more than 20% from an approved budget line, prior written authorization from Ceres is required. Sub-grantee shall make available to Ceres or its independent auditors all accounting records for examination, evaluation, and audit for a reasonable period of time after completion of the funded work. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mindy Lubber | ||||||||||||||
| President | $213,276 | $0 | $0 | $0 | $0 | $0 | $8,731 | $0 | $27,636 | $0 | $249,643 | $0 | $0 | $0 |
| Susan Sayers | ||||||||||||||
| Chief Development Officer | $185,735 | $0 | $0 | $0 | $0 | $0 | $7,788 | $0 | $20,617 | $0 | $214,140 | $0 | $0 | $0 |
| Dawn Martin | ||||||||||||||
| COO | $168,385 | $0 | $0 | $0 | $0 | $0 | $4,211 | $0 | $11,693 | $0 | $184,289 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $104,686 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The number in part I, column (b) represents the number of contributions. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Our accounting and auditing firm sends the organization a questionnaire to fill out for preparing the form 990. This questionnaire is prepared and reviewed by the Finance team. Then, our accounting and auditing firm prepares the draft 990, with the information gathered in the questionnaire provided by the Finance team, and sends a draft to the organization. The Finance team reviews this draft and emails to the full Board for its review prior to its filing. Afterwards the 990 is filed. |
| Form 990, Part VI, Section B, line 12c | The organization has a written conflict of interest policy. As part of the board training, when joining the Ceres Board, the new board member is provided with the Ceres Board Policies which contain the written conflict of interest policy. In this package is included the form "Conflict of Interest Statement (CIS)" where they are required to disclose any conflict of interest that may exist with the organization. Once a year, the board members complete this CIS form. Also, as part of the governance compliance the board members are required to inform to the Board Chair and Vice Chair of Ceres of any material change that develops during the year in the information contained in the foregoing statement. |
| Form 990, Part VI, Section B, line 15 | The Executive Committee of the board annually reviews and approves the CEO's compensation. The committee gathers data from salary surveys and studies from comparable sized nonprofits. The committee then decides on the appropriate compensation level for the coming year and any bonus warranted for the prior year. This is then conveyed with a recommendation to the full board in an executive session and the vote taken to approve the recommended compensation and bonus. Notes of the deliberations and decisions reached regarding CEO compensation are kept by the Senior Director of Human Resources, who attends all such meetings. The CEO is responsible for assessing the appropriate levels of other key employees. Compensation is based on performance, level of responsibility, cost of living factor, and the nonprofit market in Boston and other locations Ceres has staff through a review of 990's, and salary surveys and studies. The CEO provides the Executive Committee of the Board a summary of data gathered and proposed salaries for officers and key employees (COO, CFO and Chief Development Officer.) The Executive Committee advises the CEO if they have concerns about any of the proposed salary levels. |
| Form 990, Part VI, Section C, line 19 | The form 990, audited financial statements and annual report are available at http://www.ceres.org/about-us/financials. The organization provides copies of its financial statements and governing documents upon request. Ceres' Form 990 is also available via Guidestar, and the Massachusetts Attorney General's website. |
| Form 990, Part VII: | The IRS requires compensation to be reported for the calendar year ending with or within the organization's fiscal year, therefore the compensation data shown on Form 990, Part VII is for calendar year 2016, which is drawn from 2016 W-2s. |
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