CLIMATE XCHANGE EDUCATION AND RESEARCH INC: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CLIMATE XCHANGE EDUCATION AND RESEARCH INC (EIN 47-3976138)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-02
- IRS object ID
- 201702759349200335
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-02T16:13:13-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 900627760 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIFRAN MCKINDSEY CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 SANTUIT RD | AddressLine1Txt |
| City | COTUIT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 026353049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473976138 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIMATE XCHANGE EDUCATION | BusinessNameLine1Txt |
| Business Name Line2 | AND RESEARCH INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLIM | BusinessNameControlTxt |
| Phone | 6176240919 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 CAMBRIDGE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNI WIDDOES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6176240919 | PhoneNum |
| Signature | 2017-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIFRAN MCKINDSEY CPA | PreparerPersonNm |
| PTIN | P01350709 | PTIN |
| Phone | 5083673362 | PhoneNum |
| Preparation | 2017-08-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 0C6912BA1838AC451C77C001AF7F638E4E8F4C2B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C6912BA1838AC451C77C001AF7F638E4E8F4C2B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.CLIMATE-XCHANGE.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $72,570 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $72,570 | ContributionsGiftsGrantsEtcAmt |
| Total Revenue | $72,570 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $106,339 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $61,558 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $700 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $35,810 | OtherExpensesTotalAmt |
| Total Expenses | $204,407 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$131,837 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $238,211 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $106,374 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $462,345 | BOYAmt |
| EOY | $104,874 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,500 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $462,345 | BOYAmt |
| EOY | $106,374 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,134 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,211 | BOYAmt |
| EOY | $106,374 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO REDUCE GLOBAL WARMING POLLUTION AND STRENGTHEN THE ECONOMY THROUGH COMPREHENSIVE MARKET BASED CARBON PRICING IN MASSACHUSETTS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | TO REDUCE GLOBAL WARMING POLLUTION AND STRENGTHEN THE ECONOMY THROUGH COMPREHENSIVE MARKET BASED CARBON PRICING IN MASSACHUSETTS. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $142,415 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $142,415 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| MICHAEL GREEN | ||
| EXEC DIR/BD. | 2.00 | $1,472 |
| ZAURIE ZIMMERMAN | ||
| BOARD MEMBER | 000.00 | $0 |
| CATHY CARRUTHERS | ||
| BOARD MEMBER | 000.00 | $0 |
| SUSANNA PLACE | ||
| TREASURER | 2.00 | $0 |
| BONNI WIDDOES | ||
| PRESIDENT | 000.00 | $0 |
| JESSICA LANGERMAN | ||
| CLERK | 5.00 | $0 |
| CHUCK ANASTAS | ||
| BOARD MEMBER | 000.00 | $0 |
| RICK CUTLER | ||
| DIRECTOR | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL GREEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 84 W CONCORD STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6176240919 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $65,405 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $171,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,570 | CurrentTaxYearAmt |
| Total | $309,525 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $65,405 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $171,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,570 | CurrentTaxYearAmt |
| Total | $309,525 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $50,725 | CurrentTaxYearMinus1YearAmt |
| Total | $50,725 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $50,725 | CurrentTaxYearMinus1YearAmt |
| Total | $50,725 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $258,800 | PublicSupportTotal509Amt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $233,792 | CurrentTaxYearMinus1YearAmt |
| Total | $233,792 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $65,405 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $405,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,570 | CurrentTaxYearAmt |
| Total | $543,317 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $138 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,555 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,693 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $187,714 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $204,407 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $40,881 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,220 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $40,881 | CurrentYearAmt |
| Total | $40,881 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $61,322 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $16,693 | CurrentYearAmt |
| Total | $16,693 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,220 | CurrentYearAmt |
| Total | $10,220 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $15,330 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $138 | CurrentYearAmt |
| Total | $138 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART IV | FormAndLineReferenceDesc |
| Explanation | IN 2016, CLIMATE XCHANGE EDUCATION AND RESEARCH, INC (CXC) CONDUCTED LIMITED,TARGETED LOBBYING TO SUPPORT SPECIFIC CARBON TAX LEGISLATION IN THE MA LEGISLATURE. ONE STAFF MEMBER AND 2 CONSULTANTS ENGAGED IN LOBBYING. ALL WERE REGISTERED WITH THE MA ATTORNEY GENERAL'S OFFICE AND MAINTAINED AND SUBMITTED REQUIRED RECORDS OF DATES AND HOURS CONDUCTING SUCH ACTIVITY AND THE BILLS THAT WERE THE OBJECT OF SUCH LOBBYING EFFORTS. GRASSROOTS LOBBYING EXPENSES WERE NEGLIGIBLE, BECAUSE OTHER ORGANIZATIONS WITH GRASSROOTS STAFF CONDUCTED THIS OUTREACH. TOTAL CXC LOBBYING TIME AND EXPENSE REMAINED SUBSTANTIALLY BELOW THE 20% OF TOTAL EXPENSES AND FINANCED BY UNRESTRICTED REVENUES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING 90 MARKETING 1,663 OFFICE EXPENSES 5,373 OFFICE SUPPLIES 572 PAYROLL SERVICE CHARGE 1,916 POSTAGE 26 MILEAGE 93 TRAVEL 30 WORKERS COMP. INSURANCE 235 PAYPAL FEES 8 BANK CHARGES 35 DONATION 250 CREDIT CARD FEES 995 EDUCATION 9 EVENTS 10 LICENSES AND FEES 4,421 MEALS AND ENTERTAINMENT 119 SOFTWARE SUBSCRIPTION 1,075 GRANT-CLIMATE ACTION BUS. 18,890 TOTAL 35,810 |
| FORM 990-EZ, PART II, LINE 24 | DUE FROM ENVIRONMENTAL TAX REFORM 0 1,500 TOTAL 0 1,500 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 201,902 0 UNSECURED NOTES AND LOANS PAYABLE 13,432 0 DUE TO ENVIRONMENTAL TAX REFORM 8,800 0 |
| FORM 990-EZ, PART III | TO REDUCE GLOBAL WARMING POLLUTION AND STRENGTHEN THE ECONOMY THROUGH COMPREHENSIVE MARKET BASED CARBON PRICING IN MASSACHUSETTS. |
Averaging Attachment AveragingAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | IN DEC 2015, CLIMATE XCHANGE EDUCATION AND RESEARCH (CXC) RECEIVED IT'S FORMAL 501(C)(3) APPROVAL, AND ELECTING TO BE SUBJECT TO LOBBYING EXPENDITURE LIMITS UNDER ELECTION OF 501 (H) BY FILING FORM 5768. AS A RESULT, 2016 WAS THE FIRST YEAR IN WHICH CXC IS FILING ITS LOBBYING DETAILS IN PART 11A. | ExplanationTxt |
Comments