2013-05-10T12:05:10-07:00 2012-12-31 Kern & Thompson LLC 1800 SW First Avenue Suite 410 Portland OR 97201 990 2012-01-01 800407220 Portland Sustainability Institute PORT 5039221661 1600 SW 4th Avenue Suite 110 Portland OR 97201 ROBERT BENNETT 2013-05-06 true Cheryl L Morgan CPA P00168869 5032223338 X 2012 2016-02-25 16:41:14Z ROBERT BENNETT C/O ORGANIZATION PORTLAND OR 97201 695025 false false X WWW.PDXINSTITUTE.ORG X 2009 OR TO INSPIRE AND INCUBATE PARTNERSHIPS THAT MAKE THE PORTLAND REGION A THRIVING METROPOLITAN MODEL FOR SMART SUSTAINABILITY PRACTICES. 17 17 7 17 0 190475 342810 406852 351813 140 52 3610 350 601077 695025 0 0 294021 376196 0 60983 352591 302335 646612 678531 -45535 16494 139722 169521 17402 30707 122320 138814 X WE BUILD GREEN CITIES BY CATALYZING NEW IDEAS, AND TAKING ACTION BY BRINGING TOGETHER PARTNERS WHO VALUE SUSTAINABILITY AS A POWERFUL ENGINE FOR A STRONG REGIONAL ECONOMY AND QUALITY OF LIFE. false false 248562 ECODISTRICTS: RECOGNIZING THE NEED FOR A CONSISTENT APPROACH TO SUSTAINABLE NEIGHBORHOOD IMPLEMENTATION, THE PORTLAND SUSTAINABILITY INSTITUTE (POSI) DEVELOPED THE ECODISTRICT FRAMEWORK IN 2009. ECODISTRICTS IS A SIMPLE IDEA: NEIGHBORS, COMMUNITY INSTITUTIONS AND BUSINESSES JOIN WITH CITY LEADERS, REAL ESTATE DEVELOPERS, AND UTILITY PROVIDERS TO DEVELOP AND ACHIEVE AMBITIOUS SUSTAINABILITY GOALS THROUGH THE CO-DEVELOPMENT OF INNOVATIVE DISTRICT-SCALE PROJECTS. POSIS ECODISTRICT PROGRAM EMPHASIZES 1) TRAINING AND PEER LEARNING TO DEEPEN KNOWLEDGE AND ACCELERATE INFORMATION SHARING AMONG URBAN DEVELOPMENT LEADERS, 2) A LOCAL PILOT PROGRAM AND 3) THE CREATION AND REFINEMENT OF A SUITE OF TOOLS AND RESEARCH TO SUPPORT PROJECT DEVELOPMENT. 138079 ECODISTRICTS SUMMIT: CONVENING FOR THE 4TH TIME IN 2012, THE ANNUAL ECODISTRICTS SUMMIT IS AN IMPORTANT GATHERING OF URBAN SUSTAINABILITY LEADERS THAT FOCUS THEIR WORK ON THE NEIGHBORHOOD LEVEL ECONOMIC DEVELOPMENT ORGANIZATIONS, COMMUNITY BASED ORGANIZATIONS, URBAN DESIGNERS, UTILITY PROVIDERS, DEVELOPERS, AND MUNICIPAL POLICY MAKERS. THE SUMMIT PROVIDES INTRODUCTORY INFORMATION FOR THOSE HEARING ABOUT ECODISTRICTS FOR THE FIRST TIME AS WELL AS OPPORTUNITIES FOR SPECIFIC, TECHNICAL INFORMATION FOR THOSE ALREADY DEEPLY ENGAGED. TOPICS ADDRESSED INCLUDE DISTRICT ENERGY, GREEN INFRASTRUCTURE, BUILDING RETROFITS, SOCIAL ENTERPRISE AND JOB STRATEGIES, COMMUNITY LEADERSHIP AND GOVERNANCE SOLUTIONS. 105353 ECODISTRICTS INSTITUTE: THE ECODISTRICTS INSTITUTE IS A THREE-DAY EXECUTIVE LEVEL TRAINING AND CAPACITY BUILDING PROGRAM FOR MUNICIPAL AND COMMUNITY DEVELOPMENT LEADERS LOOKING TO DEVELOP AN ECODISTRICT PROJECT(S) IN THEIR COMMUNITY. THE INSTITUTE TRAINS UP TO TEN TEAMS MADE UP OF KEY CITY, AGENCY, UTILITY AND POLITICAL LEADERS ON POSIS FOUR-STEP ECODISTRICTS FRAMEWORK AND IMPLEMENTATION APPROACH; EMPHASIZING THE INTEGRATION OF SMART INFRASTRUCTURE, GREEN BUILDINGS AND COMMUNITY ENGAGEMENT AND ACTION. THE INSTITUTE PROVIDES PARTICIPANTS WITH AN EFFECTIVE SET OF TOOLS AND BEST PRACTICES TO PROMOTE INTEGRATED DISTRICT PLANNING AND PROJECT DEVELOPMENT. 49019 541013 true true false false false false false false false false true false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 8 0 true 7 true false false false false false false false false 0 false false false false false false false false false false X 17 17 false false false false false false false true true false false true true true true true true true false false OR X X THE ORGANIZATION 5039221661 1600 SW 4TH AVENUE SUITE 110 PORTLAND OR 97201 TRIPP SOMERVILLE 1.00 0.00 X 0 0 0 NANCY HAMILTON 1.00 0.00 X 0 0 0 JAY COALSON 1.00 0.00 X 0 0 0 NICK BARHAM 1.00 0.00 X 0 0 0 BRAD ZENGER 1.00 0.00 X 0 0 0 LORRIE VOGEL 1.00 0.00 X 0 0 0 BRAD MALSIN 1.00 0.00 X 0 0 0 JOHN HAINES 1.00 0.00 X 0 0 0 ANGUS DUNCAN 1.00 0.00 X 0 0 0 SCOTT LEWIS 1.00 0.00 X 0 0 0 JIM DESMOND 1.00 0.00 X 0 0 0 SUSAN ANDERSON 1.00 0.00 X 0 0 0 SAM ADAMS 1.00 0.00 X 0 0 0 DARCY WINSLOW 1.00 0.00 X X 0 0 0 CLAUDIA VALDERRAMA 1.00 0.00 X X 0 0 0 ERIN FLYNN 1.00 0.00 X X 0 0 0 TOM OSDOBA 1.00 0.00 X X 0 0 0 ROBERT BENNETT 40.00 0.00 X 108332 0 23179 108332 23179 1 false false false 0 342810 342810 SPEAKER FEES 900099 25295 25295 HIGHER ECUCATION CONTRACT 900099 45000 45000 GOVERNMENT CONTRACTS 900099 150000 150000 EVENT INCOME 900099 93812 93812 CONSULTING FEES 900099 37706 37706 351813 52 52 0 0 0 0 0 0 0 OTHER INCOME 900099 350 350 350 695025 352163 52 X 0 0 0 0 131511 90743 17096 23672 0 199666 148203 25391 26072 4881 3182 1324 375 12592 10514 686 1392 27546 19871 3504 4171 0 0 6010 6010 0 0 0 104017 101423 2126 468 19436 6193 12189 1054 11886 5175 5307 1404 2376 1934 442 0 0 2671 2207 57 407 0 0 0 0 596 485 111 1816 357 1378 81 Postage and Shipping 722 95 380 247 FUNDRAISING EXPENSE 735 735 Printing and Publications 2347 908 1087 352 PROGRAMS AND EVENTS 149723 149723 0 678531 541013 76535 60983 18040 79138 62060 39567 0 46589 49974 0 0 0 0 12338 743 1787 1688 695 99 0 0 0 0 0 139722 169521 17402 15707 15000 17402 30707 X 37320 53385 85000 85429 122320 138814 139722 169521 16494 X false true X true false X 142791 190475 342810 676076 0 0 142791 190475 342810 676076 299147 376929 288 608 140 52 1088 0 0 677164 1634403 X 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1787 1688 99 99 702045 7020 7020 695025 695025 685551 7020 7020 678531 678531 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available REASONABLE REQUESTS FOR FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE FURNISHED UPON REQUEST AT THE OFFICES OF PORTLAND SUSTAINABILITY INSTITUTE. Form 990, Part VI, Line 18 Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection THE ORGANIZATION'S FORM 990 IS ALSO AVAILABLE AT GUIDESTAR.ORG. Form 990, Part VI, Line 15a Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management EXECUTIVE DIRECTOR ANNUAL REVIEW CONDUCTED BY BOARD PRESIDENT AND EXECUTIVE COMMITTEE. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts BOARD MEMBERS SIGN A CONFLICT OF INTEREST FORM AT THE START OF THEIR TERM AND ANNUALLY. THE ORGANIZATION ALSO REMINDS BOARD MEMBERS THAT THEY MUST DISCLOSE CONFLICT OF INTEREST RELATED TO AGENDA ITEMS OR RESOLTIONS TO BE VOTED ON. Form 990, Part VI, Line 11b Form 990, Part VI, Line 11b: Form 990 Review Process A DRAFT OF FORM 990 IS REVIEWED BY FINANCE MANAGER AND BOARD TREASURER, EXECUTIVE COMMITTEE, AND PROVIDED TO ENTIRE BOARD FOR REVIEW PRIOR TO FILING. Form 990, Part III, Line 4d Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: TRAINING AND CONSULTING: POSI OFFERS CITY AND SITE-SPECIFIC CONSULTING SERVICES TO BOTH PUBLIC AND PRIVATE SECTOR CLIENTS, AS WELL AS TRAINING MODULES FOR BUILDING ECODISTRICTS CAPACITY. STARTING IN 2012, POSI BEGAN OFFERING THE TRAINING MODULAR, ECODISTRICT PRACTITIONERS: ACCELERATING DISTRICT-SCALE SUSTAINABILITY, WHICH INTRODUCES PARTICIPANTS TO THE ECODISTRICTS A FOUR-STEP PROCESS MANAGEMENT FRAMEWORK TO GUIDE NEIGHBORHOOD SUSTAINABILITY PROJECTS. OTHER PROGRAM SERVICES 5: OTHER PROGRAMS: OTHER PROGRAMS INCLUDE THREE PRIMARY AREAS OF WORK. RESEARCH AND DEVELOPMENT PARTNERS POSI WITH PORTLAND STATE UNIVERSITY TO SYSTEMATICALLY DOCUMENT KEY INDUSTRY QUESTIONS AND WORK WITH FACULTY EXPERTS AND STUDENT RESEARCHERS TO DESIGN AND IMPLEMENT RESEARCH PROJECTS TO ADDRESS SUCH QUESTIONS. THE CLIMATE PROSPERITY GREENPRINT IS A ROADMAP FOR THE REGION TO SIMULTANEOUSLY STRENGTHEN THE PORTLAND REGIONS ECONOMY, REDUCE CARBON EMISSIONS AND MAINTAIN A FOCUSED LEADERSHIP POSITION IN THE GLOBAL GREEN ECONOMY. WE BUILD GREEN CITIES CAMPAIGN IS A PROJECT OF THE PORTLAND SUSTAINABILITY INSTITUTE IN PARTNERSHIP WITH BUSINESS OREGON, THE CITY OF PORTLAND AND THE PORTLAND DEVELOPMENT COMMISSION. THE GOAL OF WE BUILD GREEN CITIES IS TO BETTER CONNECT PORTLAND'S GREEN INNOVATIONS, INTELLECTUAL CAPITAL AND PRODUCTS WITH THE REST OF THE WORLD.