SUSTAINABILITY INSTITUTE INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: SUSTAINABILITY INSTITUTE INC (EIN 02-0492913)
Tax period: 2016-07-01 to 2017-06-30
Filed: 2017-11-14
IRS object ID: 201713189349306386
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 D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-11-14T11:30:43-08:00	ReturnTs
Tax Period End	2017-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Tapia & Huckabay PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 38	AddressLine1Txt
City	Vergennes	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05491	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	020492913	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Sustainability Institute Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SUST	BusinessNameControlTxt
Phone	8026497250	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 1012	AddressLine1Txt
City	Norwich	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05055	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARTA CERONI	PersonNm
Person Title	DIRECTOR OF PROGRAMS	PersonTitleTxt
Phone	8026497250	PhoneNum
Signature	2017-08-23	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	WILLIAM S HUCKABAY CPA	PreparerPersonNm
Phone	8028707086	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	50.252.240.122	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-11-14	IPDt
IP Tm	11:30:17	IPTm
IP Timezone	PS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	EA447F3804465B63D31BBF9D60E38D31A15B3A1C	AtSubmissionCreationDeviceId
At Submission Filing Device Id	F5EAD35F26E8E7C6943A0EFFCB5EA88474B008A5	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MARTA CERONI	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2 Beaver Meadow Road	AddressLine1Txt
City	Norwich	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05055	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$458,392	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.donellameadows.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1996	FormationYr
Legal Domicile State	VT	LegalDomicileStateCd
Activity Or Mission	Sustainability and Social Change Research, Education & Information The Academy for Systems Change's mission is to advance the field of awareness-based systemic change in order to accelerate ecological, social, and economic well-being.	ActivityOrMissionDesc
Voting Members Governing Body	13	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	5	TotalEmployeeCnt
Total Volunteers	70	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$36,479	PYContributionsGrantsAmt
CY Contributions Grants	$153,977	CYContributionsGrantsAmt
PY Program Service Revenue	$1,365	PYProgramServiceRevenueAmt
CY Program Service Revenue	$232,859	CYProgramServiceRevenueAmt
PY Investment Income	$61,162	PYInvestmentIncomeAmt
CY Investment Income	$10,960	CYInvestmentIncomeAmt
PY Other Revenue	$35,517	PYOtherRevenueAmt
CY Other Revenue	$60,596	CYOtherRevenueAmt
PY Total Revenue	$134,523	PYTotalRevenueAmt
CY Total Revenue	$458,392	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$124,236	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$221,319	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$19,354	CYTotalFundraisingExpenseAmt
PY Other Expenses	$51,981	PYOtherExpensesAmt
CY Other Expenses	$312,781	CYOtherExpensesAmt
PY Total Expenses	$176,217	PYTotalExpensesAmt
CY Total Expenses	$534,100	CYTotalExpensesAmt
PY Revenues Less Expenses	-$41,694	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$75,708	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,418,500	TotalAssetsBOYAmt
Total Assets EOY	$1,299,060	TotalAssetsEOYAmt
Total Liabilities EOY	$4,215	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,418,500	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,294,845	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	Sustainability and Social Change Research, Education & Information	MissionDesc
Significant New Program Srvc	Yes (true)	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$139,049	ExpenseAmt
Revenue	$51,210	RevenueAmt
Desc	EDUCATIONAL ACTIVITIES - EDUCATIONAL ACTIVITIES OF THE ORGANIZATION INCLUDE A VARIETY OF PROGRAMS INCLUDING DEVELOPMENT OF A "FIELDBOOK OF SYSTEMS CHANGE" - AN INTERACTIVE ONLINE FIELDBOOK OF PRACTICES AND CASES OF SYSTEM-LEVEL INTERVENTIONS FOR ANYONE ENGAGED IN APPLIED SOCIAL CHANGE AND SUSTAINABILITY WORK.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$83,892	ExpenseAmt
Revenue	$166,054	RevenueAmt
Desc	TRAINING, FACILITATION & CONSULTING SERVICES - RECENT ACTIVITIES INCLUDE FACILITATION OF A FELLOWS NETWORK AT COLORADO STATE UNIVERSITY, THE NATURE CONSERVANCY, AND TRAINING WORKSHOPS AT THE WORLD BANK.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$100,406	ExpenseAmt
Revenue	$15,595	RevenueAmt
Desc	ACADEMY FELLOWS PROGRAM - THIS THREE-YEAR PROGRAM TARGETS COMMUNITY LEADERS AND TEAMS IN ORGANIZATIONS WORKING ON SYSTEMS LEVEL CHANGE; THE ACADEMY ALSO OFFERS STAKEHOLDER WORKSHOPS, FACE-TO-FACE AND ONLINE COURSES, AND AN UNDERGRADUATE INTERNSHIP PROGRAM.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$6,936	ExpenseAmt
Desc	The Donella Meadows Legacy Project - This project makes all of Donella Meadows' work freely and makes all of Donella Meadows' work freely and makes all of Donella Meadows' work freely and makes all of Donella Meadows' work freely and makes all of Donella Meadows' work freely and	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$6,936	TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses	$330,283	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	7	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	5	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	13	GoverningBodyVotingMembersCnt
Independent Voting Member	13	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	BECKY COOK	PersonNm
Phone	8026497250	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2 Beaver Meadow Road	AddressLine1Txt
City	Norwich	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05055	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
WAYNE A BARSTAD
Chair	4.00	Yes (X)	Yes (X)	$0	$0	$0
JENNA MUSCO
Treasurer	2.00	Yes (X)	Yes (X)	$0	$0	$0
JOSEPH BRAGDON
Assistant Treasurer	2.00	Yes (X)	Yes (X)	$0	$0	$0
ERIK ESSELSTYN
V.P. & Secretary	2.00	Yes (X)	Yes (X)	$0	$0	$0
DOLF VAN DEN BRINK
Director	1.00	Yes (X)		$0	$0	$0
ARMANDO ESTRADA
Director	1.00	Yes (X)		$0	$0	$0
BETH HUNTER
Director	1.00	Yes (X)		$0	$0	$0
STACEY TANK
Director	1.00	Yes (X)		$0	$0	$0
PETER SENGE
Director / Instructor	3.00	Yes (X)		$6,000	$0	$0
LAURA SCHMITT OLABISI
Director	1.00	Yes (X)		$0	$0	$0
ED KRISHOK
Director	1.00	Yes (X)		$0	$0	$0
HAL HAMILTON
Director	1.00	Yes (X)		$0	$0	$0
KEN LEINBACH
Director	1.00	Yes (X)		$0	$0	$0
DARCY WINSLOW
President (beginning 10/1/16)	40.00		Yes (X)	$30,000	$0	$3,710

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$36,000	TotalReportableCompFromOrgAmt
Total Other Compensation	$3,710	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$153,977	AllOtherContributionsAmt
Total Contributions	$153,977	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt
Consulting Income	541611	$166,054
Workshop Fees	900099	$66,805

Field	Value	IRS element (for citing)
Total Program Service Revenue	$232,859	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,960	TotalRevenueColumnAmt
Exclusion	$10,960	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$60,596	TotalRevenueColumnAmt
Related Or Exempt Func Income	$60,596	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$458,392	TotalRevenueColumnAmt
Related Or Exempt Func Income	$293,455	RelatedOrExemptFuncIncomeAmt
Exclusion	$10,960	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$107,129	TotalAmt
Program Services	$63,681	ProgramServicesAmt
Management And General	$39,496	ManagementAndGeneralAmt
Fundraising	$3,952	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$89,650	TotalAmt
Program Services	$51,133	ProgramServicesAmt
Management And General	$35,012	ManagementAndGeneralAmt
Fundraising	$3,505	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$6,971	TotalAmt
Program Services	$3,975	ProgramServicesAmt
Management And General	$2,722	ManagementAndGeneralAmt
Fundraising	$274	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$17,569	TotalAmt
Program Services	$10,021	ProgramServicesAmt
Management And General	$6,861	ManagementAndGeneralAmt
Fundraising	$687	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$16,779	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$16,779	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$6,900	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$6,900	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$171,284	TotalAmt
Program Services	$123,250	ProgramServicesAmt
Management And General	$39,710	ManagementAndGeneralAmt
Fundraising	$8,324	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$54	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$54	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$12,058	TotalAmt
Program Services	$6,878	ProgramServicesAmt
Management And General	$4,709	ManagementAndGeneralAmt
Fundraising	$471	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$20,625	TotalAmt
Program Services	$11,764	ProgramServicesAmt
Management And General	$8,055	ManagementAndGeneralAmt
Fundraising	$806	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$13,236	TotalAmt
Program Services	$10,136	ProgramServicesAmt
Management And General	$2,959	ManagementAndGeneralAmt
Fundraising	$141	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$62,252	TotalAmt
Program Services	$44,096	ProgramServicesAmt
Management And General	$17,329	ManagementAndGeneralAmt
Fundraising	$827	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,700	TotalAmt
Program Services	$970	ProgramServicesAmt
Management And General	$664	ManagementAndGeneralAmt
Fundraising	$66	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$6,711	TotalAmt
Program Services	$3,828	ProgramServicesAmt
Management And General	$2,620	ManagementAndGeneralAmt
Fundraising	$263	FundraisingAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	Miscellaneous	Desc
Total	$1,182	TotalAmt
Program Services	$551	ProgramServicesAmt
Management And General	$593	ManagementAndGeneralAmt
Fundraising	$38	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$534,100	TotalAmt
Program Services	$330,283	ProgramServicesAmt
Management And General	$184,463	ManagementAndGeneralAmt
Fundraising	$19,354	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$15,905	BOYAmt
EOY	$78,106	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$55,421	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$52,419	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$2,656	BOYAmt
EOY	$3,002	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,399,939	BOYAmt
EOY	$1,217,952	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,418,500	BOYAmt
EOY	$1,299,060	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
EOY	$4,215	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$4,215	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$1,418,500	BOYAmt
EOY	$1,294,845	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,418,500	BOYAmt
EOY	$1,294,845	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,418,500	BOYAmt
EOY	$1,299,060	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$75,708	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$47,947	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	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 (true)	AuditCommitteeInd
Federal Grant Audit Required	false	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	$14,413	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$75,360	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$24,304	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$36,479	CurrentTaxYearMinus1YearAmt
Current Tax Year	$153,977	CurrentTaxYearAmt
Total	$304,533	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$14,413	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$75,360	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$24,304	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$36,479	CurrentTaxYearMinus1YearAmt
Current Tax Year	$153,977	CurrentTaxYearAmt
Total	$304,533	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$102,040	SubstantialContributorsTotAmt
Public Support Total170	$202,493	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$17,512	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$10,870	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,731	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,664	CurrentTaxYearMinus1YearAmt
Current Tax Year	$10,960	CurrentTaxYearAmt
Total	$57,737	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$362,270	TotalSupportAmt
Gross Receipts Rltd Activities	$828,662	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.55900	PublicSupportCY170Pct
Public Support PY170	0.34760	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509	$0	PublicSupportTotal509Amt
Public Support CY509	0	PublicSupportCY509Pct
Investment Income CY	0	InvestmentIncomeCYPct

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 D IRS990ScheduleD

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$45,971	OtherCostOrOtherBasisAmt
Depreciation	$42,969	DepreciationAmt
Book Value	$3,002	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$9,450	OtherCostOrOtherBasisAmt
Depreciation	$9,450	DepreciationAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$3,002	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	Payroll Tax Withholdings	Desc
Amt	$4,215	Amt

Field	Value	IRS element (for citing)
Total Liability	$4,215	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$550,037	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$47,947	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$19,628	DonatedServicesAndUseFcltsAmt
Other Revenue	$131,964	OtherRevenueAmt
Revenue Not Reported	$103,645	RevenueNotReportedAmt
Revenue Subtotal	$446,392	RevenueSubtotalAmt
Investment Expenses Not Incld	$12,000	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$12,000	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$458,392	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$523,827	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$19,628	DonatedServicesUseFcltsAmt
Expenses Not Reported	$19,628	ExpensesNotReportedAmt
Expenses Subtotal	$504,199	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$12,000	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$17,901	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$29,901	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$534,100	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Pt XI, Line 2d	Accrual to cash revenue adjustments - $125,000 increase in grants and contributions receivable, $30,973 increase in program service revenue receivable, less $24,009 increase in deferred workshop fee income.
Pt XII, Line 4b	Accrual to cash expense adjustments - $32,406 increase in prepaid expenses less $6,410 increase in accounts payable and $8,095 increase in accrued expenses.
Other	NOTE: $12,000 in investment expenses netted against investment income on the audited financial statements are from donated services and not included on the 990.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Pt III, Line 2	On October 1, 2016, the Organization acquired the assets and programs of the closely mission-aligned "Academy for Systemic Change" - a project of an unrelated nonprofit organization with a similar mission and activities of the Organization.
Pt VI, Line 11b	A first draft of the 990 is reviewed by the Executive Director and financial staff with a final version, in .pdf format, made available to the Board.
Pt VI, Line 12c	Board members are required to report any conflicts of interest pursuant to the Organization's conflict of interest policy with annual monitoring of compliance by the President and financial staff.
Pt VI, Line 15a	Independent Board members review comparability data and contemporaneously substantiate their deliberations related to the annual compensation of all key employees.
Pt VI, Line 15b	See discussion above for Part VI, Line 15a.
Pt VI, Line 19	The Organization has never been asked for its organizational documents, financial statements, or conflict of interest policy and has no formal policy related to the public inspection of this information.
Form 990, Part III, Line 4d	The Donella Meadows Legacy Project - This project 6936. 0. 0.