2017-11-21T11:43:25-06:00 2017-03-31 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2016-04-01 931248274 BONNEVILLE ENVIRONMENTAL FOUNDATION BONN 5032481905 240 SW FIRST AVENUE PORTLAND OR 972043503 FELICIA PHILLIPS CHIEF FINANCIAL OFFICER 5032481905 2017-11-07 1 TODD D MASSINGER P00075883 5032205900 74.95.39.225 2017-11-07 09:27:16 PS P F8D32BF0644F26ACBED1CB5BEA18E46609347EB7 03F1AC9349C08054E5F667A045CA1085FA0FE201 2016 2017-02-10 21:41:12Z TODD REEVE 240 SW FIRST AVENUE PORTLAND OR 972043503 4979425 0 X WWW.B-E-F.ORG X 1998 OR TO EMPOWER CORPORATIONS, UTILITIES, AND THE PUBLIC TO PLAY THE LEADING ROLE IN CREATING A FUTURE WITH A STABLE CLIMATE, HEALTHY WATERSHED ECOSYSTEMS THAT PROVIDE ABUNDANT, CLEAN FRESH WATER, AND GROWING RELIANCE ON RENEWABLE ENERGY SOURCES. 11 11 22 0 0 0 3682802 1363107 3676610 3368642 9107 10583 178654 237093 7547173 4979425 444116 648834 0 0 1658570 1733793 0 0 0 3560520 3551000 5663206 5933627 1883967 -954202 17292400 15969075 1222896 1092408 16069504 14876667 X THE FOUNDATION'S MISSION IS TO EMPOWER CORPORATIONS, UTILITIES, AND THE PUBLIC TO PLAY THE LEADING ROLE IN CREATING A FUTURE WITH A STABLE CLIMATE, HEALTHY WATERSHED ECOSYSTEMS THAT PROVIDE ABUNDANT, CLEAN FRESH WATER, AND GROWING RELIANCE ON RENEWABLE ENERGY SOURCES. 0 0 2357021 184334 2135022 RENEWABLE ENERGY PROGRAM: THE FOUNDATION DEVELOPS AND PROMOTES BOTH SHORT AND LONG-TERM STRATEGIES FOR THE ADVANCEMENT OF RENEWABLE ENERGY AND THE DESTRUCTION OF GREENHOUSE GAS EMISSIONS. BY PROMOTING AND MARKETING RENEWABLE ENERGY CERTIFICATES ("RECS") AND CARBON OFFSETS ("OFFSETS") THE PROGRAM SUPPORTS THE DEVELOPMENT OF BOTH LARGE AND SMALL-SCALE RENEWABLE ENERGY PROJECTS USING WIND, SOLAR, GEOTHERMAL, AND BIOGAS RESOURCES. DURING THE YEAR BEF DELIVERED 317,412 RECS AND 207,967 OFFSETS TO ITS UTILITY, BUSINESS, GOVERNMENT, AND NONPROFIT CUSTOMERS. THE FOUNDATION ALSO INVESTS IN THE RESEARCH AND DEVELOPMENT OF INNOVATIVE SOLAR, SMALL-HYDRO, AND BIOMASS PROJECTS AROUND THE COUNTRY BY MANAGING SITING, EVALUATION, INSTALLATION, AND MONITORING OF NEW PROJECTS ON BEHALF OF FUNDING ORGANIZATIONS AND OTHER PROJECT PARTNERS. DURING THE YEAR BEF FUNDED AND PROVIDED SERVICES TO 8 UTILITY SPONSORED COMMUNITY SOLAR PROJECTS, A UTILITY SCALE SOLAR PROJECT, DEVELOPMENT OF THREE SMALL-HYDRO PROJECTS, THE OREGON SOLARIZE RESIDENTIAL PROGRAM, A LARGE BIOMASS TORREFACTION PROJECT, AND COLLABORATED ON THE DEVELOPMENT OF CUTTING EDGE PROJECTS WITH THE CITIES OF THE DALLES AND HOOD RIVER, UPPER COLUMBIA UNITED TRIBES, THE OREGON CLEAN POWER COOPERATIVE, AND THE TREASURE STATE ELECTRIC COOPERATIVE. 562411 144383 RENEWABLE ENERGY EDUCATION: THE FOUNDATION'S SOLAR 4R SCHOOLS PROGRAM DELIVERS A STEM BASED ENERGY EDUCATION PROGRAM THROUGHOUT THE COUNTRY THAT IS FUNDED BY CORPORATIONS, UTILITIES, AND OTHER FOUNDATION PARTNERS WHO ARE INTERESTED IN SUPPORTING A COMMUNITY-BASED, INTERACTIVE ENERGY EDUCATION PROGRAM THAT DELIVERS DIRECT BENEFITS TO THE COMMUNITIES WITHIN WHICH THEY RESIDE AND OPERATE. DURING THE COURSE OF THE YEAR, SOLAR 4R SCHOOLS REACHED 128 SCHOOL DISTRICTS IN 11 STATES, 450 TEACHERS AND 250 SCHOOLS, AND PROVIDED BENEFITS FOR 51,000 STUDENTS THROUGH TEACHER TRAINING WORKSHOPS, CURRICULUM DEVELOPMENT LABS, STEM CONFERENCES, AND STUDENT ENGINEERING CHALLENGES. IN 2016, THE SOLAR 4R SCHOOLS PROGRAM WAS SELECTED BY THE CENTER FOR RESOURCE SOLUTIONS AS THE WINNER OF THE NATIONAL EPA GREEN POWER LEADERSHIP AWARD FOR LEADERSHIP IN GREEN POWER EDUCATION. 2608685 464500 1089237 WATERSHED RESTORATION PROGRAM: THE FOUNDATION SUPPORTS THE RESTORATION OF DAMAGED WATERSHED ECOSYSTEMS. THROUGH ITS MODEL WATERSHED PROGRAM, THE FOUNDATION DIRECTLY SUPPORTS SCIENCE-BASED WATERSHED RESTORATION INITIATIVES THAT DEMONSTRATE STRONG COMMUNITY ENGAGEMENT AND EMPLOY A LONG-TERM MONITORING-INTENSIVE RESTORATION APPROACH. THROUGH THE CREATION AND PROMOTION OF WATER RESTORATION CERTIFICATES ("WRCS") THE FOUNDATION QUANTIFIES THE VOLUMETRIC BENEFITS OF WATER RESTORATION PROJECTS THAT IT FUNDS THROUGHOUT THE COUNTRY AND PROVIDES A TURNKEY SOLUTION FOR CORPORATIONS AND OTHER ORGANIZATIONS TO BALANCE THEIR WATER USAGE. DURING THE YEAR THE FOUNDATION DELIVERED 2,332,715 WRCS REPRESENTING 2,332,715,000 GALLONS OF WATER RESTORED TO CRITICALLY DEWATERED RIVERS AND STREAMS. THE FOUNDATION'S CHANGE THE COURSE CAMPAIGN BRINGS TOGETHER THE PUBLIC, CORPORATIONS, AND ON-THE-GROUND CONSERVATION ORGANIZATIONS TO RAISE AWARENESS ABOUT FRESHWATER, REDUCE WATER FOOTPRINTS, AND RESTORE FLOWS AND HEALTH TO VITAL FRESHWATER ECOSYSTEMS. DURING THE YEAR THE CAMPAIGN ENGAGED MORE THAN 182,000 PEOPLE WHO PLEDGED TO CONSERVE WATER AND RESTORED MORE THAN 3 BILLION GALLONS OF WATER TO CRITICALLY DEWATERED ECOSYSTEMS. 5528117 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 28 0 1 22 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 OR X FELICIA PHILLIPS 5032481905 240 SW FIRST AVENUE PORTLAND OR 97204 CARRIE FREEMAN MEMBER 0.30 X 0 0 0 JAMES JURA MEMBER 0.30 X 0 0 0 EMILY LEACH MEMBER 0.30 X 0 0 0 MARCY SCOTT LYNN MEMBER 0.30 X 0 0 0 ANDY MACKLIN MEMBER 0.30 X 0 0 0 WENDY PULLING MEMBER 0.30 X 0 0 0 ANNIE TERRACCIANO MEMBER 0.30 X 0 0 0 WILLIAM TOWEY MEMBER 0.30 X 0 0 0 BRETT WILCOX MEMBER 0.30 X 0 0 0 RALPH CAVANAGH VICE CHAIR 0.50 X X 0 0 0 PAUL NORMAN BOARD CHAIR 0.50 X X 0 0 0 RACHEL SHIMSHAK SECRETARY 0.50 X X 0 0 0 STEPHEN REYNOLDS TREASURER 0.50 X X 0 0 0 ANGUS DUNCAN PRESIDENT 40.00 X 49324 0 2466 FELICIA PHILLIPS CHIEF FINANCIAL OFFICER 40.00 X 98624 0 11655 TODD REEVE CHIEF EXECUTIVE OFFICER 40.00 X 99520 0 16176 247468 0 30297 0 0 0 0 PRR INC 1501 FOURTH AVENUE SUITE 550 SEATTLE WA 98101 MARKETING SERVICES 125484 1 139272 1223835 1363107 REC SALES 900099 989940 989940 CARBON OFFSETS SALES 900099 867994 867994 CONTRACT SERVICE INCOM 900099 778063 778063 WRC SALES 900099 730013 730013 COMMISSIONS 900099 2632 2632 3368642 10583 10583 234785 234785 OTHER REVENUE 900099 2308 2308 2308 4979425 3368642 0 247676 X 648834 648834 316773 221837 94936 1124987 968862 156125 58388 50191 8197 106452 89892 16560 127193 105113 22080 10783 7077 3706 45800 13300 32500 702459 701879 580 214750 214585 165 50431 46259 4172 59167 49746 9421 95964 79014 16950 107573 104625 2948 29726 29726 71299 58705 12594 10403 5475 4928 REC/OFFSET/WRC PURCHASE 1289023 1289023 PROJECT EQUIPMENT 696950 696950 OTHER EXPENSES 87343 67695 19648 TAXES AND FEES 79329 79329 5933627 5528117 405510 0 4295522 121817 2292567 7254479 7621871 5617698 1209323 849104 235675 457925 411464 798943 857111 747471 1004266 882628 130232 121638 238635 17292400 15969075 800668 824359 398985 253775 23243 14274 1222896 1092408 X 6776524 7375577 9292980 7501090 16069504 14876667 17292400 15969075 X -954202 -238635 X X 0 1 X 1 0 X 2218543 3276710 3097088 3682802 1363107 13638250 2218543 3276710 3097088 3682802 1363107 13638250 2957547 10680703 251900 231918 235574 208181 245368 1172941 59 8345 5320 2308 16032 14827223 16993472 0.72030 0.82710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 5933627 5933627 446681 111670 0 0 390106 410588 434447 446681 1681822 2522733 97527 102647 108612 111670 420456 630684 21287 19932 1355 170184 154905 15279 812795 707791 105004 121638 DEFERRED RENT EXPENSE 14274 14274 X PART X, LINE 2: BONNEVILLE ENVIRONMENTAL FOUNDATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS UNDER FIN 48. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICE EXPENDITURES PURCHASED GOODS AND SERVICES 60552 NORTH AMERICA 0 0 PROGRAM SERVICE EXPENDITURES PURCHASED GOODS AND SERVICES 9810 0 0 0 0 0 0 70362 0 70362 0 0 0 0 0 0 1 SUSTAINABLE CONSERVATION 98 BATTERY STREET STE 302 SAN FRANCISCO CA 94111 943232437 501(C)(3) 214000 FARMLAND IRRIGATION PROJECTS EMERALD PEOPLE'S UTILITY DISTRICT 33733 SEAVEY LOOP RD EUGENE OR 97405 930738327 N/A 75000 COMMUNITY SOLAR THE NATURE CONSERVANCY ARIZONA OFFICE 1510 E FORT LOWELL ROAD TUCSON AZ 85719 530242652 501(C)(3) 51000 VERDE VALLEY RIVER RESTORATION RAVALLI ELECTRIC COOPERATIVE PO BOX 190 CORVALLIS MT 59828 810186335 501(C)(12) 49335 COMMUNITY SOLAR SOUTHERN OREGON UNIVERSITY 1250 SISKIYOU BLVD ASHLAND OR 97520 472963287 N/A 35000 MATCHING FUNDS FOR RESIDENCE HALL SOLAR PROJECT METHOW SALMON RECOVERY FOUNDATION PO BOX 755 TWISP WA 98856 912141473 501(C)(3) 30000 WATERSHED RESTORATION FRIENDS OF THE TETON RIVER PO BOX 768 DRIGGS ID 83422 820527505 501(C)(3) 30000 WATERSHED RESTORATION CLEARWATER RESOURCE COUNCIL PO BOX 1471 SEELY LAKE MT 59868 200526054 501(C)(3) 30000 WATERSHED RESTORATION CASCADIA CONSERVATION DISTRICT 14 N MISSION ST WENATCHEE WA 98801 911012600 N/A 25000 WATERSHED RESTORATION COLORADO WATER TRUST 1420 OGDEN STREET STE A2 DENVER CO 80218 841606567 501(C)(3) 25000 SKUNK CREEK RESTORATION MONTANA WATERSHED COORDINATING COUNCIL PO BOX 1416 HELENA MT 59624 461545855 501(C)(3) 16500 CLARK FORK RIVER BASIN TASK FORCE FRIENDS OF THE VERDE RIVER GREENWAY PO BOX 2535 COTTONWOOD AZ 86326 452927355 501(C)(3) 15000 VERDE FLOODPLAIN RESTORATION NATIONAL FOREST FOUNDATION BUILDING 27 STE 3 FORT MISSOULA RD MISSOULA MT 59804 521786332 501(C)(3) 12500 BLACK RIVER HEADWATERS WETLAND PROTECTION PROJECT CITY OF THE DALLES 313 COURT ST THE DALLES OR 97058 936002265 N/A 10000 BIOMASS FEEDBACK STUDY UNITED COMMUNITY ACTION NETWORK 280 KENNETH FORD DR ROSEBURG OR 97470 930587136 501(C)(3) 10000 AMERICORP VOLUNTEER PAC-12 MMR LLC 360 3RD ST 3RD FLOOR SAN FRANCISCO CA 94107 475630951 N/A 8000 EVENT SPONSORSHIP/ACTIVATION 15 1 PART I, LINE 2: GRANTMAKING FOR WATERSHED RESTORATION IS BASED ON A PROPOSAL AND WORKPLAN SUBMITTED BY THE GRANTEE. BEF MAINTAINS CONSTANT CONTACT WITH GRANTEES, BEF STAFF VISIT WITH GROUPS ON AN OCCASIONAL BASIS, AND RECEIVE ANNUAL REPORTS PROFILING THEIR ACTIVITIES. THESE THREE MECHANISMS ARE USED TO INDICATE TO BEF THAT THE GRANTEE IS USING THE FUNDS IN ACCORDANCE WITH THE SUBMITTED WORKPLAN. GRANTMAKING FOR RENEWABLE ENERGY PROJECTS FOR SCHOOLS REQUIRES PARTICIPATING SCHOOLS TO COMMIT TO ALLOWING BEF STAFF ACCESS TO THE FACILITY FOR FIVE TO TEN YEARS FOLLOWING THE GRANT. THIS ALLOWS BEF TO ENSURE THE GRANTED EQUIPMENT IS BEING MAINTAINED BY THE SCHOOL. BEF ALSO REQUIRES IN MOST CASES THAT THE SCHOOL PROVIDE ANNUAL REPORTS THAT INCLUDE UPDATES ON THE USE OF GRANT FUNDS OR MATERIALS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM, REVIEWED BY THE CHIEF FINANCIAL OFFICER, AND MADE AVAILABLE FOR THE BOARD BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BEF REVIEWS THE ANNUAL NOTIFICATIONS FROM BOARD MEMBERS FOR ANY CONFLICT OF INTEREST ISSUES. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT CONSULTANT IS USED TO DETERMINE COMPARABILITY DATA AND BOARD MEMBERS APPROVE THE SALARY OF THE CHIEF EXECUTIVE OFFICER. THE SAME PROCESS IS USED FOR KEY EMPLOYEES, BUT THE SALARIES ARE SET BY THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 BEF DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 701,879. MANAGEMENT AND GENERAL EXPENSES 580. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 702,459. FORM 990, PART XI, LINE 9: EQUITY IN LOSSES OF AFFILIATED ORGANIZATIONS -238,635. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. EAST PORTLAND SOLAR LLC 240 SW FIRST AVENUE PORTLAND OR 97204 264048034 INVESTMENT IN RENEWABLE ENERGY PROJECT OR BEF RENEWABLE INCORPORATED RELATED 35 515082 0 1 1.00000 GROUNDWATER SOLAR LLC 240 SW FIRST AVENUE PORTLAND OR 97204 270947187 INVESTMENT IN RENEWABLE ENERGY PROJECT OR BEF RENEWABLE INCORPORATED RELATED 1408 1364648 0 1 1.00000 BEF RENEWABLE INCORPORATED 240 SW FIRST AVENUE PORTLAND OR 97204 800217149 INVESTMENT IN RENEWABLE ENERGY OR N/A C -563494 135997 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 BEF RENEWABLE INCORPORATED D 100000 FAIR VALUE