2025-11-14T20:50:46-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2024-11-05 331823095 SYMBIOSIS COALITION SYMB 4103031667 2123 BROADWAY AVENUE SW ROANOKE VA 24014 JULIA STRONG EXECUTIVE DIRECTOR 4103031667 2025-11-14 1 0 MICHAEL LUMSDEN P01262236 4159561500 2025-11-14 2024 2025-03-06 01:10:19Z X X JULIA STRONG 2123 BROADWAY AVENUE SW ROANOKE VA 24014 973567 0 X WWW.SYMBIOSISCOALITION.ORG X 2024 DC SYMBIOSIS AIMS TO CATALYZE AND SCALE HIGH-INTEGRITY NATURE RESTORATION PROJECTS FOR PEOPLE, NATURE, AND CLIMATE. 5 5 3 5 0 0 891667 81900 0 0 973567 0 0 27958 0 0 449484 477442 496125 828125 332000 496125 SYMBIOSIS AIMS TO ACTIVATE MARKETS TO PROTECT, MANAGE, AND RESTORE NATURE FOR LASTING, MEASURABLE CLIMATE IMPACT--WITH POSITIVE OUTCOMES FOR PEOPLE AND BIODIVERSITY. 0 0 338557 0 81900 NATURE RESTORATION IS ESSENTIAL TO MEETING THE WORLD'S CLIMATE GOALS. BUT NATURE-BASED PROJECTS THAT REFLECT THE LATEST SCIENCE, EQUITABLY ENGAGE AND BENEFIT PEOPLE, AND BALANCE OTHER ECOSYSTEM BENEFITS ARE COMPLEX AND CHALLENGING TO DESIGN AND IMPLEMENT EFFECTIVELY. SYMBIOSIS COALITION AIMS TO SEND A DEMAND SIGNAL AND SIGN LONG-TERM OFFTAKE AGREEMENTS VIA MEMBER ORGANIZATIONS TO SPUR THE DEVELOPMENT OF AND INVESTMENT IN THESE PROJECTS AND SHARE EXAMPLES AND GUIDANCE TO SUPPORT MORE HIGH-INTEGRITY RESTORATION. 338557 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 3 1 0 0 0 0 1 1 0 0 0 X 5 5 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 DC X JULIA STRONG 4103031667 2123 BRAODWAY AVENUE SW ROANOKE VA 24014 JULIA STRONG EXECUTIVE DIRECTOR 40.00 X 10000 0 0 LUCIANA AQUINO-HAGEDORN PRESIDENT / SECRETARY / TREASURER 1.00 X X 0 0 0 TRACY JOHNS DIRECTOR 1.00 X 0 0 0 KAVITA PRAKASH-MANI DIRECTOR 1.00 X 0 0 0 KATIE SIERKS DIRECTOR 1.00 X 0 0 0 RANDY SPOCK DIRECTOR 1.00 X 0 0 0 10000 0 0 0 0 0 0 FOLEY HOAG LLP 55 SEAPORT BOULEVARD BOSTON MA 02210 LEGAL SERVICES 363275 1 641667 250000 891667 DILLIGENCE FEE INCOME 541900 81900 81900 81900 973567 81900 0 0 10000 10000 15208 15208 2750 2750 363725 228680 135045 3750 3750 19 19 DILIGENCE FEE EXPENSE 81900 81900 LICENSES & FEES 90 90 477442 338557 138885 0 304558 50000 473567 0 828125 82000 250000 0 332000 X 496125 0 496125 0 828125 496125 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A NON-MEMBERSHIP CORPORATION WITHIN THE MEANING OF THE DISTRICT OF COLUMBIA NONPROFIT ACT (THE "ACT"). IT IS NEITHER A MEMBERSHIP CORPORATION NOR A MEMBER-GOVERNED CORPORATION WITHIN THE MEANING OF THE ACT. HOWEVER, IT HAS ESTABLISHED CLASSES OF NON-STATUTORY MEMBERS WITH CERTAIN RIGHTS UNDER ITS GOVERNING DOCUMENTS, INCLUDING RIGHTS TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. ACCORDINGLY, THE ORGANIZATION HAS TWO CLASSES OF MEMBERS: (I) CONSTITUENT MEMBERS, AND (II) FOUNDING STRATEGIC ADVISORY MEMBERS. FOUNDING STRATEGIC ADVISORY MEMBERS IN GOOD STANDING APPOINT CERTAIN MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A FOUNDING STRATEGIC ADVISORY MEMBERS IN GOOD STANDING APPOINT CERTAIN DIRECTORS OF THE GOVERNING BODY. THESE DIRECTORS APPOINT THE REMAINING MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE AND ACCOUNTING STAFF, AND REVIEWED BY MANAGEMENT; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH COVERS ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, KEY EMPLOYEES, AND FAMILY MEMBERS OF THESE AFOREMENTIONED INDIVIDUALS. UNDER THE CONFLICT OF INTEREST POLICY, EACH COVERED PERSON HAS AN ON-GOING DUTY TO DISCLOSE TO THE EXECUTIVE DIRECTOR A POTENTIAL OR ACTUAL CONFLICT OF INTEREST, WHICH IS THEN REMITTED TO THE BOARD OF DIRECTORS FOR REVIEW. THE CONFLICTED INDIVIDUAL MAY MAKE A PRESENTATION TO THE BOARD, BUT MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, SUCH TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, INCLUDING A REVIEW OF SURVEYS OF COMPARABLE DATA (WHERE AND WHEN APPROPRIATE), INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. DETAILED MINUTES OF THE BOARD ARE PREPARED AND APPROVED AS SOON AS PRACTICABLE AFTER THE BOARD MEETING DOCUMENTING THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR WAS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS, WHO CONSIDERED SIMILARLY SITUATED EMPLOYEES AT SIMILAR ORGANIZATIONS IN MAKING ITS DETERMINATION. THE DELIBERATION AND DECISION WAS CONTEMPORANEOUSLY SUBSTANTIATED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15B HAS BEEN ANSWERED "NO" AS THE ORGANIZATION DID NOT COMPENSATE ANY ADDITIONAL OFFICERS OR KEY EMPLOYEES (BY DEFINITION OF THE FORM 990 INSTRUCTIONS) DURING 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.