2016-11-03T14:49:04-05:00 2016-03-31 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2015-04-01 931248274 BONNEVILLE ENVIRONMENTAL FOUNDATION BONN 5032481905 240 SW FIRST AVENUE PORTLAND OR 972043503 FELICIA PHILLIPS CHIEF FINANCIAL OFFICER 5032481905 2016-10-10 1 TODD D MASSINGER P00075883 5032205900 2015 2017-02-10 21:41:12Z TODD REEVE 240 SW FIRST AVENUE PORTLAND OR 972043503 7547173 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. 12 12 25 0 0 0 3097088 3682802 3330577 3676610 9938 9107 224932 178654 6662535 7547173 210523 444116 0 0 1704132 1658570 0 0 0 3297102 3560520 5211757 5663206 1450778 1883967 16277253 17292400 1981404 1222896 14295849 16069504 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 2455825 212116 2531417 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 484,277 RECS AND 67,221 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 12 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. 439372 99653 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 97 SCHOOL DISTRICTS, 283 TEACHERS AND 157 SCHOOLS, AND PROVIDED BENEFITS FOR 19,647 STUDENTS THROUGH TEACHER TRAINING WORKSHOPS, CURRICULUM DEVELOPMENT LABS, STEM CONFERENCES, AND STUDENT ENGINEERING CHALLENGES. IN 2015, 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. 2284450 232000 1045540 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 1,401,653 WRCS REPRESENTING 1,401,653,000 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 200,000 PEOPLE WHO PLEDGED TO CONSERVE WATER AND RESTORED MORE THAN 5 BILLION GALLONS OF WATER TO CRITICALLY DEWATERED ECOSYSTEMS. 5179647 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 21 0 1 25 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X FELICIA PHILLIPS 5032481905 240 SW FIRST AVENUE PORTLAND OR 97204 RALPH CAVANAGH VICE CHAIR 0.50 X X 0 0 0 RACHEL SHIMSHAK SECRETARY 0.50 X X 0 0 0 BRETT WILCOX MEMBER 0.30 X 0 0 0 DIRELLE CALICA MEMBER 0.30 X 0 0 0 PAUL NORMAN BOARD CHAIR 0.50 X X 0 0 0 STEVEN REYNOLDS TREASURER 0.50 X X 0 0 0 WILLIAM TOWEY MEMBER 0.30 X 0 0 0 CARRIE FREEMAN MEMBER 0.30 X 0 0 0 WENDY PULLING 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 EMILY LEACH MEMBER 0.30 X 0 0 0 ANNIE TERRACCIANO MEMBER 0.30 X 0 0 0 TODD REEVE CHIEF EXECUTIVE OFFICER 40.00 X 96819 0 21401 ANGUS DUNCAN PRESIDENT 40.00 X 52965 0 2648 FELICIA PHILLIPS CHIEF FINANCIAL OFFICER 40.00 X 95974 0 12432 245758 0 36481 0 0 0 0 0 1618924 2063878 3682802 REC SALES 900099 1697208 1697208 CONTRACT SERVICE INCOM 900099 851543 851543 WRC SALES 900099 594673 594673 CARBON OFFSETS SALES 900099 439706 439706 COMMISSIONS 900099 93480 93480 3676610 9107 9107 199074 199074 OTHER REVENUE 900099 5320 5320 IMPAIRMENT LOSS ON INV 900099 -25740 -25740 -20420 7547173 3676610 0 187761 X 444116 444116 305863 182943 122920 1044216 881972 162244 63672 50820 12852 124165 105836 18329 120654 95123 25531 10370 10103 267 43300 11800 31500 1172505 1122414 50091 33938 33507 431 13356 11631 1725 97679 79363 18316 83071 82658 413 47907 47907 73093 59196 13897 8926 4654 4272 REC/OFFSET/WRC PURCHASE 1193927 1193927 PROJECT EQUIPMENT 682901 682901 OTHER EXPENSES 78584 60936 17648 TELECOMMUNICATIONS 17237 14509 2728 3726 3331 395 5663206 5179647 483559 0 39470 4295522 5382514 2292567 7025685 7621871 1203418 1209323 235675 1479992 411464 658032 857111 941994 811762 139195 130232 348947 238635 16277253 17292400 815628 800668 1136661 398985 29115 23243 1981404 1222896 X 5164642 6776524 9131207 9292980 14295849 16069504 16277253 17292400 X 1883967 -110312 X X 0 1 X 1 0 X 2217147 2218543 3276710 3097088 3682802 14492290 2217147 2218543 3276710 3097088 3682802 14492290 1484131 13008159 286289 251900 231918 235574 208181 1213862 6899 59 8345 5320 20623 15726775 41388808 0.82710 0.77410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5688946 5688946 434447 108612 0 0 460283 390106 410588 434447 1695424 2543136 115071 97527 102647 108612 423857 635786 21287 18577 2710 157889 141907 15982 762818 651278 111540 130232 DEFERRED RENT EXPENSE 23243 23243 X PART X, LINE 2: BONNEVILLE ENVIRONMENTAL FOUNDATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS UNDER FIN 48. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICE EXPENDITURES PURCHASED GOODS AND SERVICES 89421 0 0 0 0 0 0 89421 0 89421 0 0 0 0 0 0 1 CASCADIA CONSERVATION DISTRICT 14 N MISSION ST WENATCHEE WA 98801 911012600 N/A 25000 WATERSHED RESTORATION METHOW SALMON RECOVERY FOUNDATION PO BOX 755 TWISP WA 98856 912141473 501(C)(3) 30000 WATERSHED RESTORATION UPPER DESCHUTES WATERSHED COUNCIL PO BOX 1812 BEND OR 97709 911757262 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 CENTRAL ELECTRIC COOPERATIVE INC PO BOX 846 REDMOND OR 97756 930137415 501(C)(12) 50000 COMMUNITY SOLAR FRIENDS OF THE VERDE RIVER GREENWAY PO BOX 2535 COTTONWOOD AZ 86326 452927355 501(C)(3) 35000 GROUND WATER MITIGATION AND INVASIVE PLANT SPECIES REMOVAL COOS WATERSHED ASSOCIATION PO BOX 5860 CHARLESTON OR 97420 931146207 501(C)(3) 27000 WATERSHED RESTORATION LANE ELECTRIC COOPERATIVE 787 BAILEY HILL RD EUGENE OR 97402 930209125 501(C)(12) 27500 COMMUNITY SOLAR MISSOULA ELECTRIC COOP 1700 WEST BROADWAY MISSOULA MT 59808 810168065 501(C)(12) 47587 COMMUNITY SOLAR OREGON CLEAN POWER CO-OPERATIVE 316 SW WASHINGTON CORVALLIS OR 97330 473946723 N/A 17000 DEVELOPMENT PHASE PENINSULA LIGHT COMPANY 13315 GOODNOUGH DR NW GIG HARBOR WA 98335 910361270 501(C)(12) 48400 COMMUNITY SOLAR SONORAN INSTITUTE 44 E BROADWAY BLVD SUITE 350 TUCSON AZ 85701 860684610 501(C)(3) 25000 COLORADO RIVER DELTA HABITAT RESTORATION TREASURE STATE ELECTRIC COOPERATIVE 1700 W BROADWAY ST MISSOULA MT 59808 473214776 501(C)(12) 21629 MISSOULA LANDFILL PROJECT 7 7 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 11 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 1,122,414. MANAGEMENT AND GENERAL EXPENSES 50,091. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,172,505. FORM 990, PART XI, LINE 9: EQUITY IN LOSSES OF AFFILIATED ORGANIZATIONS -110,312. 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 -272 5505 0 1 0.01000 GROUNDWATER SOLAR LLC 240 SW FIRST AVENUE PORTLAND OR 97204 270947187 INVESTMENT IN RENEWABLE ENERGY PROJECT OR BEF RENEWABLE INCORPORATED RELATED -55109 1100216 0 1 0.75000 BEF RENEWABLE INCORPORATED 240 SW FIRST AVENUE PORTLAND OR 97204 800217149 INVESTMENT IN RENEWABLE ENERGY OR N/A C -110312 510933 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0