2016-04-07T15:59:40-05:00 2015-12-31 HAN GROUP LLC 8180 GREENSBORO DRIVE SUITE 720 MCLEAN VA 22102 990 2015-01-01 270201126 GROUNDSWELL INC GROU 2025053051 1156 15TH STREET NW NO 840 WASHINGTON DC 20005 LORI MICHELLE MOORE CHIEF EXECUTIVE OFFICER 2025053051 2016-04-06 1 JENNIFER S HAN P00633304 7032883700 2016-04-06 2015 2016-09-27 15:27:22Z LORI MICHELLE MOORE 1156 15TH STREET NW NO 840 WASHINGTON DC 20005 1444395 0 X WWW.GROUNDSWELL.ORG X 2009 DC GROUNDSWELL, INC., FORMERLY KNOWN AS THE D.C. PROJECT, INC., HELPS COMMUNITIES APPLY THEIR SHARED PURCHASING POWER TO DRIVE LOCAL SUSTAINABILITY AND ECONOMIC OPPORTUNITY. CURRENTLY, GROUNDSWELL WORKS TO EXPAND ACCESS TO CLEAN POWER AND EFFICIENCY SERVICES TO COMMUNITIES IN NEED ACROSS THE MID-ATLANTIC REGION. 6 6 23 35 0 0 1561995 1187745 59750 300816 0 0 588 -44166 1622333 1444395 0 0 0 0 1260689 1208036 0 33257 195407 506778 417284 1767467 1658577 -145134 -214182 877584 622296 94870 53764 782714 568532 X GROUNDSWELL, INC., FORMERLY KNOWN AS THE D.C. PROJECT, INC., HELPS COMMUNITIES APPLY THEIR SHARED PURCHASING POWER TO DRIVE LOCAL SUSTAINABILITY AND ECONOMIC OPPORTUNITY. CURRENTLY, GROUNDSWELL WORKS TO EXPAND ACCESS TO CLEAN POWER AND EFFICIENCY SERVICES TO COMMUNITIES IN NEED ACROSS THE MID-ATLANTIC REGION. 0 0 785525 300816 GROUNDSWELL ENERGY: GROUNDSWELL CONNECTS RESIDENTS AND SMALL BUSINESSES TO ENERGY SUPPLIERS WHO OFFER THE OPTION TO CHANGE THEIR ELECTRICITY SUPPLY TO 100% WIND POWER, OR WHO OFFER SOLAR INSTALLATIONS OR ENERGY EFFICIENCY AUDITS AND BUILDING UPGRADES. GROUNDSWELL NEGOTIATES FAVORABLE RATES FOR ITS PARTICIPANTS TO MAKE CLEAN ENERGY MORE AFFORDABLE. 198685 0 CIVIC CONSUMPTION: GROUNDSWELL PARTNERS WITH LEADING COMMUNITY-BASED ORGANIZATIONS TO DEVELOP AND IMPLEMENT THE CIVIC CONSUMPTION MODEL. IN ACCORDANCE WITH THE MISSION, PARTNERS HAVE A STRONG EMPHASIS ON EQUITY, PRIORITIZING PROGRAMS COMMITTED TO FAIR AND JUST GROWTH OF THE SECTOR. 984210 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 23 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 DC X THE ORGANIZATION 2025053051 1156 15TH STREET NW SUITE 840 WASHINGTON DC 20005 STOCKTON WILLIAMS CHAIR 2.50 X X 0 0 0 CHRISTOPHER MURRAY SECRETARY 2.00 X X 0 0 0 BRYCE SCHONBERGER TREASURER 2.50 X X 0 0 0 CYNTHIA MULLER DIRECTOR 1.00 X 0 0 0 ZACH LYMAN DIRECTOR 1.00 X 0 0 0 RUTH ANN NORTON DIRECTOR 1.00 X 0 0 0 LORI MICHELLE MOORE CHIEF EXECUTIVE OFFICER 40.00 X 88619 0 2848 ELIZABETH LINDSEY INTERIM CHIEF EXECUTIVE OFFICER 40.00 X 79984 0 3234 168603 0 6082 0 0 0 0 0 1187745 1187745 GOVERNMENT CONTRACT IN 541900 172225 172225 EARNED INCOME 541900 128591 128591 300816 OTHER 900099 208 208 LOSS FROM DISPOSAL OF 900099 -44374 -44374 -44166 1444395 300816 0 -44166 110703 44281 33211 33211 940948 642026 207436 91486 17487 17487 49742 38575 6781 4386 89156 58613 20001 10542 40565 420 40108 37 33257 33257 78241 25501 52740 8254 8241 13 10655 2847 7807 1 58039 39089 14174 4776 134734 96402 30426 7906 18121 4554 4159 9408 3036 1593 1443 31820 31820 5180 85 5095 PARTNER PAYMENTS 14514 14514 STAFF DEVELOPMENT 6146 2797 3349 DUES AND SUBSCRIPTIONS 3774 2453 1070 251 EQUIPMENT 3670 2161 1376 133 535 58 477 1658577 984210 478960 195407 592026 483501 85000 0 58035 41170 21996 22545 112602 37522 120527 75080 877584 622296 70666 44782 24204 8982 94870 53764 X 573621 238532 209093 330000 782714 568532 877584 622296 -214182 0 X X 0 1 X 1 0 X 670003 989243 1966772 1561995 1187745 6375758 670003 989243 1966772 1561995 1187745 6375758 4109416 2266342 483 721 904 588 208 2904 6378662 910047 0.35530 0.36170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10433 2328 8105 102169 35194 66975 75080 X 1444395 0 1444395 0 1444395 1658577 0 1658577 0 1658577 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740-10, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2015 AND 2014, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AT DECEMBER 31, 2015, THE STATUTE OF LIMITATIONS FOR TAX YEARS ENDED DECEMBER 31, 2012 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ORGANIZATION FILES TAX RETURNS. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. X 0 ELEVATE LLC 920 U STREET WASHINGTON DC 20009 GRANT WRITING 0 1185000 33250 1151750 1185000 33250 1151750 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS, AND STAFF HAVE AN OBLIGATION TO CONDUCT BUSINESS WITHIN GUIDELINES THAT AVOID ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST OCCURS WHEN A DIRECTOR, OFFICER, OR STAFF IS IN A POSITION TO INFLUENCE A DECISION THAT MAY RESULT IN PERSONAL GAIN AS A RESULT OF GROUNDSWELL'S BUSINESS DEALINGS. NO PRESUMPTION OF A CONFLICT IS CREATED BY THE MERE EXISTENCE OF A RELATIONSHIP WITH OUTSIDE FIRMS. HOWEVER, IF A DIRECTOR, OFFICER, OR STAFF HAS ANY INFLUENCE ON ANY MATERIAL BUSINESS TRANSACTIONS, IT IS IMPERATIVE THAT HE OR SHE DISCLOSES TO A GROUNDSWELL DIRECTOR, OFFICER, OR STAFF AS SOON AS POSSIBLE THE EXISTENCE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST SO THAT SAFEGUARDS CAN BE ESTABLISHED TO PROTECT ALL PARTIES. PERSONAL GAIN MAY RESULT NOT ONLY IN CASES WHERE A DIRECTOR, OFFICER, STAFF, OR RELATIVE HAS A SIGNIFICANT OWNERSHIP IN A FIRM WITH WHICH GROUNDSWELL DOES BUSINESS, BUT ALSO WHEN A DIRECTOR, OFFICER, EMPLOYEE, OR RELATIVE RECEIVES ANY KICKBACK, BRIBE, SUBSTANTIAL GIFT, OR SPECIAL CONSIDERATION AS A RESULT OF ANY TRANSACTION OR BUSINESS DEALINGS INVOLVING GROUNDSWELL. DIRECTORS AND OFFICERS ARE ALSO BOUND BY THE CONFLICTS PROVISIONS IN THE BYLAWS, WHICH PROVIDE FOR APPROVAL OF A TRANSACTION IN WHICH A DIRECTOR OR OFFICER HAS A CONFLICT OF INTEREST. TRANSACTIONS IN WHICH STAFF HAS A CONFLICT OF INTEREST CAN SIMILARLY BE APPROVED BY THE BOARD. THIS POLICY ESTABLISHES ONLY THE FRAMEWORK WITHIN WHICH GROUNDSWELL WISHES ITS BUSINESS TO OPERATE. THE PURPOSE OF THESE GUIDELINES IS TO PROVIDE GENERAL DIRECTION SO THAT A DIRECTOR, OFFICER, OR STAFF CAN SEEK FURTHER CLARIFICATION ON ISSUES RELATED TO THE SUBJECT OF ACCEPTABLE STANDARDS OF OPERATION. FORM 990, PART VI, SECTION B, LINE 15A IN ADDITION TO ONGOING OVERSIGHT, THE EXECUTIVE COMMITTEE WILL CONDUCT AN ANNUAL PERFORMANCE EVALUATION OF THE CEO. THE ANNUAL EVALUATION WILL INCLUDE, AT A MINIMUM: - WRITTEN AND/OR VERBAL INPUT FROM SELECTED MEMBERS OF THE STAFF - WRITTEN AND/OR VERBAL INPUT FROM MEMBERS OF THE BOARD - A WRITTEN SELF-EVALUATION FROM THE CEO. DOCUMENTS ARE AVAILABLE FOR INSPECTION OF THE ORGANIZATION'S OFFICERS. THE EVALUATION PROCESS WILL INCLUDE AN IN-PERSON OR TELEPHONE DEBRIEFING WITH THE EXECUTIVE COMMITTEE AND THE CEO. AT THIS TIME, THE CEO WILL AGREE ON ANY SPECIFIC PERSONAL PERFORMANCE GOALS FOR THE YEAR AHEAD. THE CEO'S COMPENSATION PACKAGE WILL BE REVIEWED DURING OR SOON AFTER THIS PROCESS AND APPROVED BY A DISINTERESTED COMMITTEE OF THE BOARD USING APPROPRIATE SALARY COMPARISON DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WERE NOT MADE AVAILABLE TO THE PUBLIC DURING THE TAX YEAR. FORM 990, PART XII, LINE 2C: THE OVERSIGHT OR SELECTION PROCESS HAS NOT CHANGED FROM PRIOR YEAR.