2013-11-11T13:21:47-06:00 2013-03-31 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2012-04-01 931248274 BONNEVILLE ENVIRONMENTAL FOUNDATION BONN 5032481905 240 SW FIRST AVENUE PORTLAND OR 972043503 FELICIA PHILLIPS 5032481905 2013-11-06 1 TODD D MASSINGER P00075883 5032205900 2012 2016-02-24 21:20:13Z TODD REEVE 240 SW FIRST AVENUE PORTLAND OR 972043503 5749392 0 X WWW.B-E-F.ORG X 1998 OR ENCOURAGING AND FUNDING PROJECTS THAT DEVELOP CLEAN, ENVIRONMENTALLY PREFERRED, RENEWABLE ENERGY, AND RESTORE AND PROTECT FISH AND WILDLIFE HABITAT. 10 10 22 0 0 0 2217147 2218543 4187916 3275158 14405 6412 278783 247132 6698251 5747245 395500 292476 0 0 2049762 1456050 0 0 0 4540985 4457127 6986247 6205653 -287996 -458408 12435187 12034776 1039162 1147068 11396025 10887708 THE FOUNDATION'S MISSION IS TO ENCOURAGE AND FUND PROJECTS THAT DEVELOP CLEAN, ENVIRONMENTALLY PREFERRED, RENEWABLE ENERGY, AND RESTORE AND PROTECT FISH AND WILDLIFE HABITAT. 0 0 2794957 2753147 RENEWABLE ENERGY CERTIFICATE ("REC"), CARBON OFFSET ("OFFSET"), AND WATER RESTORATION ("WRC") CERTIFICATE PROGRAMS - THE FOUNDATION PROMOTES AND MARKETS RECS, CARBON OFFSETS, AND WRCS TO ELECTRIC UTILITIES, BUSINESSES, GOVERNMENT AGENCIES, OTHER NONPROFIT ORGANIZATIONS, AND THE GENERAL PUBLIC. THE REC PROGRAM PRIMARILY SUPPORTS THE DEVELOPMENT OF NEW, LARGE-SCALE RENEWABLE ENERGY PROJECTS, INCLUDING WIND, SOLAR AND BIOGAS. THE CARBON OFFSET PROGRAM SUPPORTS THE DEVELOPMENT AND OPERATION OF GREENHOUSE GAS DESTRUCTION PROJECTS. THE WRC PROGRAM SUPPORTS THE CONSERVATION OF WATER IN CRITICALLY DEWATERED ECOSYSTEMS. DURING THE YEAR BEF DELIVERED APPROXIMATELY 650,000 RECS AND OFFSETS AND 61,000 WRCS. 1406531 87476 189104 RENEWABLE ENERGY PROJECT MANAGEMENT SERVICES - THE FOUNDATION SUPPORTS THE DEVELOPMENT OF SOLAR DEMONSTRATION PROJECTS AROUND THE COUNTRY BY MANAGING SIGHTING, EVALUATION, INSTALLATION, AND MONITORING OF NEW PROJECTS ON BEHALF OF FUNDING ORGANIZATIONS AND OTHER PROJECT PARTNERS. 1492204 205000 332907 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 AND MONITORING-INTENSIVE RESTORATION APPROACH. 5693692 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 32 0 1 22 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 OR X FELICIA PHILLIPS 5032481905 240 SW FIRST AVENUE PORTLAND OR 97204 RALPH CAVANAGH 1.00 X X 0 0 0 RACHEL SHIMSHAK 1.00 X X 0 0 0 BRETT WILCOX 1.00 X 0 0 0 DIRELLE CALICA 1.00 X 0 0 0 JAMES LICHATOWICH 1.00 X 0 0 0 PAUL NORMAN 1.00 X X 0 0 0 STEPHEN REYNOLDS 1.00 X 0 0 0 WILLIAM TOWEY 1.00 X 0 0 0 CARRIE FREEMAN 1.00 X 0 0 0 WENDY PULLING 1.00 X 0 0 0 TODD REEVE 40.00 X 97445 0 22645 ANGUS DUNCAN 40.00 X 100500 0 5023 FELICIA PHILLIPS 40.00 X 101712 0 13312 299657 0 40980 2 0 0 0 TROUT UNLIMITED-UTAH 443 SOUTH 225 EAST CENTERVILLE UT 84014 CONSULTING 250000 1 1511831 706712 2218543 REC AND WRC SALES 900099 2515472 2515472 PROJECT MANAGEMENT 900009 759686 759686 3275158 4827 4827 216638 216638 30435 0 30435 30435 30435 3732 2147 1585 1585 1585 OTHER REVENUE 900099 59 59 59 5747245 3275158 0 253544 X 292476 292476 304602 196140 108462 848087 692003 156084 43312 36349 6963 161279 129405 31874 98770 76414 22356 1545 342 1203 78793 18850 59943 757257 747008 10249 15001 15001 271112 196547 74565 67944 67235 709 16166 16108 58 54218 42582 11636 11261 5579 5682 REC/OFFSET/WRC PURCHASE 2163136 2163136 PROJECT EQUIPMENT 949930 949930 MISCELLANEOUS 40128 32771 7357 TELECOMMUNICATIONS 14228 11808 2420 16408 4008 12400 6205653 5693692 511961 0 200 200 2984613 3108957 6761481 6842658 938713 733643 580890 628681 489883 139499 835451 787897 95914 47554 583493 533584 12435187 12034776 622887 699204 416275 447864 1039162 1147068 X 3375379 3031012 8020646 7856696 11396025 10887708 12435187 12034776 X -458408 -49909 X X 0 1 X 1 0 X 8386876 2245539 1859536 2217147 2218543 16927641 8386876 2245539 1859536 2217147 2218543 16927641 465157 16462484 404986 327260 353018 286289 251900 1623453 19560 162 17894 6899 59 44574 18595668 30954277 0.88530 0.87780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 6205653 6205653 460283 115071 0 0 615969 590950 499111 460283 2166313 3249470 45851 24699 15249 85799 153992 147738 124778 115071 541579 812369 21127 18333 2794 222975 185924 37051 591349 583640 7709 47554 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: BONNEVILLE ENVIRONMENTAL FOUNDATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS UNDER FIN 48. 0 21 ACRES CENTER 13701 NE 171ST STREET WOODINVILLE WA 98072 912058066 501(C)(3) 7650 GRANT FOR PHOTOVOLTAIC SYSTEM TILLAMOOK PUD 1115 PACIFIC AVENUE TILLAMOOK OR 97141 936001985 115 20000 GRANT FOR PHOTOVOLTAIC SYSTEM EVERGREEN PUBLIC SCHOOLS PO BOX 8910 VANCOUVER WA 98668 916001600 115 44826 GRANT FOR PHOTOVOLTAIC SYSTEM CASCADIA CONSERVATION DISTRICT 215 MELODY LANE WENATCHEE WA 98801 911012600 N/A 30000 WATERSHED RESTORATION METHOW SALMON RECOVERY FOUNDATION PO BOX 756 WINTHROP WA 98862 912141473 501(C)(3) 30000 WATERSHED RESTORATION UPPER DESCHUTES WATERSHED COUNCIL PO BOX 1812 BEND OR 97709 911757262 501(C)(3) 30000 WATERSHED RESTORATION KID WIND 800 TRANSFER ROAD STE 30B ST PAUL MN 55114 205392475 N/A 15000 GRANT FOR KIDWIND CHALLENGE EVENT COLORADO WATER TRUST 1420 OGDEN STREET STE A2 DENVER CO 80218 841606567 501(C)(3) 48000 WATERSHED RESTORATION COEUR D'ALENE TRIBE 850 A STREET BOX 408 PLUMMER ID 83857 820255476 N/A 10000 WATERSHED RESTORATION COOS WATERSHED ASSOCIATION PO BOX 5860 CHARLESTON OR 97420 931146207 501(C)(3) 27000 WATERSHED RESTORATION FRIENDS OF THE TETON RIVER 18 NORTH MAIN STREET STE 310 DRIGGS ID 83422 820527505 501(C)(3) 30000 WATERSHED RESTORATION 6 5 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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. OTHER FEES FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 747,008. MANAGEMENT AND GENERAL EXPENSES 10,249. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 757,257. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: EQUITY IN LOSSES OF AFFILIATED ORGANIZATIONS -49,909. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. EAST PORTLAND SOLAR LLC 240 SW FIRST AVENUE PORTLAND OR 97204 264048034 INVESTMENT IN RENEWABLE ENERGY PROJECT OR BEF RENEWABLE INCORPORATED RELATED -42317 548766 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 -92648 1454707 0 1 0.01000 BEF RENEWABLE INCORPORATED 240 SW FIRST AVENUE PORTLAND OR 97204 800217149 INVESTMENT IN RENEWABLE ENERGY OR N/A C -49909 533584 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0