2022-08-12T09:47:23-05:00 2021-09-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2020-10-01 042535767 THE UNION OF CONCERNED SCIENTISTS INC UNIO 6175475552 TWO BRATTLE SQUARE CAMBRIDGE MA 02138 CHERYL SCHAFFER INTERIM CFO 6175475552 2022-08-11 1 CHERYL SCHAFFER 999009999 CRAIG KLEIN P00734640 6177610600 2022-08-11 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JOHANNA CHAO KREILICK TWO BRATTLE SQUARE CAMBRIDGE MA 02138 68335193 0 X WWW.UCSUSA.ORG X 1973 DC THE UNION OF CONCERNED SCIENTISTS PUTS RIGOROUS INDEPENDENT SCIENCE TO WORK TO SOLVE OUR PLANET'S MOST PRESSING PROBLEMS. JOINING WITH PEOPLE ACROSS THE COUNTRY, UCS COMBINES TECHNICAL ANALYSIS AND EFFECTIVE ADVOCACY TO CREATE INNOVATIVE, PRACTICAL SOLUTIONS FOR A HEALTHY, SAFE AND SUSTAINABLE FUTURE. 20 20 244 20 0 0 44905567 61601927 0 0 558462 2319900 324956 103178 45788985 64025005 0 0 0 0 27317554 26947786 459221 449995 2862344 13853458 17246262 41630233 44644043 4158752 19380962 66468257 92807274 11750524 12396223 54717733 80411051 X THE UNION OF CONCERNED SCIENTISTS PUTS RIGOROUS INDEPENDENT SCIENCE TO WORK TO SOLVE OUR PLANET'S MOST PRESSING PROBLEMS. JOINING WITH PEOPLE ACROSS THE COUNTRY, UCS COMBINES TECHNICAL ANALYSIS AND EFFECTIVE ADVOCACY TO CREATE INNOVATIVE, PRACTICAL SOLUTIONS FOR A HEALTHY, SAFE AND SUSTAINABLE FUTURE. 0 0 14557890 THE CLIMATE AND CLEAN ENERGY PROGRAM WORKS TO LIMIT THE MAGNITUDE AND IMPACTS OF CLIMATE CHANGE, TO HELP COMMUNITIES BUILD RESILIENCE IN THE FACE OF UNAVOIDABLE CLIMATE IMPACTS, AND TO ACCELERATE A RAPID AND EQUITABLE SHIFT IN THE WAY WE POWER OUR LIVES BY MODERNIZING OUR ELECTRICITY GRID SO IT CAN OPERATE RELIABLY WITH LARGE AMOUNTS OF RENEWABLE ENERGY. IN ADDITION, UCS WORKS TO MAKE SURE THE MAJOR FOSSIL FUEL COMPANIES FACE LEGAL, FINANCIAL, REPUTATIONAL, AND POLITICAL CONSEQUENCES FOR MISLEADING THE PUBLIC ABOUT CLIMATE SCIENCE AND SOLUTIONS. WE ADVANCE THESE EFFORTS BY COMBINING RIGOROUS SCIENTIFIC AND TECHNICAL ANALYSIS WITH ADVOCACY AND OUTREACH EFFORTS. 9192601 THE CENTER FOR SCIENCE AND DEMOCRACY WORKS FOR STRONG, INDEPENDENT PUBLIC SCIENCE, A ROBUST, TRANSPARENT DEMOCRACY, JUSTICE FOR OVERBURDENED COMMUNITIES, THE EFFECTIVE USE OF SCIENCE IN MAKING POLICY THAT SERVES THE COMMON GOOD, AND ADVOCATES FOR SCIENCE-BASED ELECTION AND REDISTRICTING RULE. THE CENTER PRODUCES ORIGINAL RESEARCH AND ANALYSIS AND BRINGS PEOPLE TOGETHER TO DISCUSS KEY ISSUES SUCH AS ENSURING PUBLIC ACCESS TO SCIENTIFIC INFORMATION, KEEPING SCIENCE FREE FROM DISTORTION AND MANIPULATION BY SPECIAL INTERESTS, AND PROMOTING MORE EFFECTIVE USE OF SCIENCE IN POLICY MAKING. 6462454 THE CLEAN TRANSPORTATION PROGRAM SEEKS TO ADVANCE AN AMBITIOUS AND EQUITABLE CLEAN TRANSPORTATION AGENDA. WE ANALYZE ADVANCED VEHICLE TECHNOLOGIES, BIOFUELS, AND RELATED OIL-REDUCTION STRATEGIES, AND WORKING WITH A BROAD SET OF STAKEHOLDERS AND PARTNERS ADVOCATE FOR EFFECTIVE AND EQUITABLE TRANSPORTATION SOLUTIONS THAT CREATE NEW JOBS AND INDUSTRIES, SAVE CONSUMERS BILLIONS OF DOLLARS AT THE GAS PUMP, IMPROVE AIR QUALITY AND REDUCE GLOBAL WARMING. 865730 FEDERAL ACTION CAMPAIGN TEAM (FACT) IS A CROSS-PROGRAMMATIC EFFORT DESIGNED TO COORDINATE AND INCREASE THE EFFECTIVENESS OF EFFORTS BY THE UNION OF CONCERNED SCIENTISTS TO ADVANCE SCIENCE-BASED LAWS AND/OR AGENCY REGULATIONS THAT AMERICANS DEPEND ON TO SAFEGUARD THE HEALTH AND SAFETY OF OUR COMMUNITIES. 4002071 THE FOOD AND ENVIRONMENT PROGRAM IS WORKING TO ADVANCE POLICIES AND PRACTICES THAT WILL, BY 2025, HELP US FARMERS CONVERT 30 MILLION ACRES TO PRACTICES LEADING TO RESILIENT, HEALTHY SOIL, WHILE GROWING A GREATER VARIETY OF FOODS FOR CONSUMERS, AND ENSURING THAT OPPORTUNITIES IN AGRICULTURE EXTEND TO BIPOC FARMERS AND COMMUNITIES. UCS SEEKS TO TRANSFORM THE U.S. FOOD SYSTEM TO ONE THAT PROVIDES HEALTHY, SUSTAINABLY PRODUCED FOOD FOR ALL AND TREATS EVERYONE AT EVERY STAGE OF THE SYSTEM FAIRLY. 3664672 GLOBAL SECURITY PROGRAM SEEKS TO BUILD A MORE SECURE AND EQUITABLE FUTURE BY REDUCING THE RISK OF A NUCLEAR WAR STARTING BY ACCIDENT OR MISCALCULATION, AND ULTIMATELY ELIMINATING THESE POTENTIALLY CIVILIZATION-ENDING WEAPONS. WE SERVE AS AN INDEPENDENT WATCHDOG ON A RANGE OF NUCLEAR AND WEAPONS ISSUES, COMBINING TECHNICAL ANALYSIS AND POLICY EXPERTISE TO REDUCE THE THREATS POSED BY NUCLEAR WEAPONS. 366362 LEGISLATIVE - APPEARANCES BEFORE CONGRESSIONAL COMMITTEES, AS WELL AS MEETING WITH INDIVIDUAL CONGRESSMEN AND WRITING, PRINTING, AND MAILING OF LEGISLATIVE ALERTS TO UCS SPONSORS. 7178 ORGANIZATIONAL SALES VIA ONLINE STORE. 8898835 7178 39111780 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 136 0 1 244 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X JOHANNA CHAO KREILICK 6175475552 TWO BRATTLE SQUARE CAMBRIDGE MA 02138 ANNE R KAPUSCINSKI BOARD CHAIR 5.00 X X 0 0 0 PETER A BRADFORD BOARD VICE CHAIR 1.00 X X 0 0 0 MARGO OGE BOARD SECRETARY 1.00 X X 0 0 0 ADELE SIMMONS BOARD MEMBER 1.00 X 0 0 0 MACKY MCCLEARY BOARD MEMBER 1.00 X 0 0 0 THOMAS H STONE BOARD MEMBER/FORMER SECRETARY 1.00 X X 0 0 0 KURT GOTTFRIED BOARD MEMBER 1.00 X 0 0 0 LAURIE BURT BOARD MEMBER 1.00 X 0 0 0 STEVE FETTER BOARD MEMBER 1.00 X 0 0 0 RICHARD L GARWIN BOARD MEMBER 1.00 X 0 0 0 ANDREW J GUNTHER BOARD MEMBER 1.00 X 0 0 0 GEOFFREY M HEAL BOARD MEMBER 1.00 X 0 0 0 JAMES S HOYTE BOARD TREASURER 1.00 X X 0 0 0 MARIO J MOLINA BOARD MEMBER (UNTIL OCT. 2020) 1.00 X 0 0 0 LOU SALKIND BOARD MEMBER 1.00 X 0 0 0 BEN SANTER BOARD MEMBER 1.00 X 0 0 0 KIM WADDELL BOARD MEMBER 1.00 X 0 0 0 ELLYN R WEISS BOARD MEMBER 1.00 X 0 0 0 WILLIAM REILLY BOARD MEMBER 1.00 X 0 0 0 NANCY STEPHENS BOARD MEMBER 1.00 X 0 0 0 KENNETH KIMMELL PRESIDENT (UNTIL DECEMBER 2020) 40.00 X X 366476 0 47779 JOHANNA CHAO KREILICK PRESIDENT (SINCE MAY 2021) 40.00 X X 0 0 0 CHERYL SCHAFFER CHIEF ADMINISTRATIVE & FIN. OFFICER 40.00 X 253562 0 29416 KATHLEEN REST EXECUTIVE DIRECTOR 40.00 X 290623 0 32744 SUZANNE SHAW DIRECTOR OF COMMUNICATIONS 40.00 X 221372 0 43241 LAURIE MARDEN CHIEF DEVELOPMENT OFFICER 40.00 X 253737 0 46095 MICHELLE A ROBINSON DIRECTOR OF CLEAN VEHICLES 40.00 X 187657 0 25050 ALDEN MEYER DIRECTOR OF STRATEGY & POLICY/CHIEF 40.00 X 189441 0 31670 PETER FRUMHOFF DIR OF SCIENCE & POLICY/CHIEF SCIENTIST 40.00 X 207692 0 27692 ANGELA ANDERSON DIRECTOR OF CLIMATE & ENERGY 40.00 X 209026 0 18554 ANDREW ROSENBERG CSD PROGRAM DIRECTOR 40.00 X 233735 0 38577 2413321 0 340818 65 0 1 0 O'BRIEN-GARRET 1133 19TH STREET NW SUITE 300 WASHINGTON DC 20036 FUNDRAISING & MEMBER EDUCATION 2513895 M&R STRATEGIC SERVICES 1101 CONNECTICUT AVE NW 7TH FL WASHINGTON DC 20036 FUNDRAISING & MEMBER EDUCATION 925839 THE BRIDGESPAN GROUP 2 COPLEY PLACE SUITE 3700B BOSTON MA 02116 STRATEGIC PLANNING 567994 CARE2COM INC PO BOX 8195 WALNUT CREEK CA 94496 COMMUNICATIONS SERVICES 240000 BARBARA LOVE 23 ARBOR WAY AMHERST MA 01002 ANTI-RACISM CONSULTING 191000 9 4380847 57221080 752641 61601927 666625 666625 1657 1657 5940583 4287308 1653275 1653275 1653275 30058 22880 7178 7178 LISTS & LABELS 900099 46834 46834 MISC. INCOME 900099 37259 37259 HONORARIUM 900099 10250 10250 94343 64025005 7178 0 2415900 X 1593837 1147059 266479 180299 19716235 17507627 1255837 952771 1574398 1359109 117834 97455 2477480 2161663 173874 141943 1585836 1482256 13375 90205 303160 52687 250466 7 76565 76565 148867 148867 449995 449995 180004 180004 6316709 6113955 38871 163883 912890 861224 1801 49865 188872 142730 13265 32877 305247 264717 22650 17880 2076454 1911307 81117 84030 28939 27110 647 1182 92713 88627 922 3164 828532 718523 61478 48531 84438 73227 6265 4946 COALITION SUPPORT 2009837 1995046 2252 12539 PRINTING & PUBLICATIONS 1032496 759937 149 272410 ON-LINE SERVICES 986052 869201 23189 93662 POSTAGE & FREIGHT 557624 467648 787 89189 1116863 959260 82092 75511 44644043 39111780 2669919 2862344 X 1279165 787111 0 492054 6419110 4347928 5163330 9541610 3100000 3828745 40997 26863 41494 43944 394624 449839 18149384 9488109 9331306 8661275 40505466 60576327 1351058 1612579 120872 3718164 66468257 92807274 3303260 4293969 210377 0 250000 0 7986887 8102254 11750524 12396223 X 45954313 58554615 8763420 21856436 54717733 80411051 66468257 92807274 19380962 6312356 0 X 0 1 X 1 0 X 36524507 37258220 38054270 44905567 61601927 218344491 36524507 37258220 38054270 44905567 61601927 218344491 14420874 203923617 638413 701365 616713 485276 668282 3110049 35170 367534 189380 294714 94343 981141 222435681 0.91680 0.93540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61535 304827 366362 41415337 41781699 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 419961 171025 119131 366362 1076479 250000 250000 250000 250000 1000000 1500000 102729 26590 10886 61535 201740 433162 72305 505467 401095 32067 433162 387923 13172 401095 368293 19630 387923 349099 19194 368293 0.00000 0.36690 0.63310 1 0 12270645 4407294 7863351 528719 483849 44870 5350020 4596966 753054 8661275 UNITRUST AND ANNUITY AGREEMENTS 3633446 DEFERRED RENT 868808 OTHER LIABILITIES 3600000 8102254 X 70180237 6312356 22880 6335236 63845001 180004 180004 64025005 44486919 22880 22880 44464039 180004 180004 44644043 PART V, LINE 4: UCS USES THE INVESTMENT EARNINGS OF ITS ENDOWMENT FUNDS FOR THE PURPOSES DESIGNATED BY THE DONORS INCLUDING SCIENTIFIC RESEARCH, NEW INITIATIVES, ACTIVIST AND MEDIA OUTREACH. PART X, LINE 2: UCS IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THE FINANCIAL STATEMENTS. UCS HAS DETERMINED THAT ITS STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATIONS AS TO ITS INCOME BEING RELATED AND UNRELATED ARE NOT UNCERTAIN TAX POSITIONS WITHIN THE MEANING OF GENERALLY ACCEPTED ACCOUNTING PRINCIPLES FOR ITS OPEN TAX YEARS. UCS'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 22,880. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 22,880. X X 1 O'BRIEN-GARRETT 1133 19TH STREET NW SUITE 300 WASHINGTON DC 20036 CONSULTS ON SOLICITING 0 5210530 250344 4960186 M&R STRATEGIC SERVICES 1101 CONNECTICUT AVE NW 7TH FLOOR WASHINGTON DC 20036 CONSULTS ON SOLICITING 0 1673909 178055 1495854 CAUSEWORX INC 2 MCNAMARA CT AJAX ONTARIO CA L1T 4W6 CONSULTS ON SOLICITING 0 4935 5657 -722 SD&A TELESERVICES INC 5757 WEST CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 CONSULTS ON SOLICITING 0 2419 7143 -4724 QCSS INC 21925 W FIELD PKWY SUITE 210 DEER PARK IL 60010 CONSULTS ON SOLICITING 0 2149 8796 -6647 6893942 449995 6443947 AL AK AR HI CA CT FL GA IL KS KY LA ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OR OK PA RI SC TN UT VA WA WV WI CO DC X X X X X 0 0 0 0 0 0 0 0 0 KENNETH KIMMELL PRESIDENT (UNTIL DECEMBER 2020) 364892 0 0 0 1584 0 22800 0 24979 0 414255 0 0 0 KATHLEEN REST EXECUTIVE DIRECTOR 288672 0 0 0 1951 0 22800 0 9944 0 323367 0 0 0 LAURIE MARDEN CHIEF DEVELOPMENT OFFICER 253185 0 0 0 552 0 21116 0 24979 0 299832 0 0 0 CHERYL SCHAFFER CHIEF ADMINISTRATIVE & FIN. OFFICER 250514 0 0 0 3048 0 20453 0 8963 0 282978 0 0 0 ANDREW ROSENBERG CSD PROGRAM DIRECTOR 230900 0 0 0 2835 0 18855 0 19722 0 272312 0 0 0 SUZANNE SHAW DIRECTOR OF COMMUNICATIONS 220420 0 0 0 952 0 18293 0 24948 0 264613 0 0 0 PETER FRUMHOFF DIR OF SCIENCE & POLICY/CHIEF SCIENT 206425 0 0 0 1267 0 16770 0 10922 0 235384 0 0 0 ANGELA ANDERSON DIRECTOR OF CLIMATE & ENERGY 208211 0 0 0 815 0 16636 0 1918 0 227580 0 0 0 ALDEN MEYER DIRECTOR OF STRATEGY & POLICY/CHIEF 187447 0 0 0 1994 0 15284 0 16386 0 221111 0 0 0 MICHELLE A ROBINSON DIRECTOR OF CLEAN VEHICLES 186945 0 0 0 712 0 15191 0 9859 0 212707 0 0 0 X 31 578977 FAIR MARKET VALUE X BILLBOARD AD 1 173664 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN SCHEDULE M, COLUMN (B) INDICATES THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED 990 IS REVIEWED AND DISCUSSED BY THE AUDIT COMMITTEE OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AFFECTED PERSONS (STAFF AND BOARD) COMPLETE AND SUBMIT THE CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS AT THE BEGINNING OF EACH FISCAL YEAR. THIS DOES NOT OBVIATE THE NEED TO DISCLOSE POTENTIAL CONFLICTS THAT MAY ARISE IN THE INTERIM. ALL FORMS ARE REVIEWED BY THE DIRECTOR OF FINANCE AND ADMINISTRATION. ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE UCS PRESIDENT WHO DETERMINES WHETHER A CONFLICT EXISTS AND IS MATERIAL. IF A MATTER IS MATERIAL, THE PRESIDENT WILL BRING IT TO THE ATTENTION OF THE BOARD CHAIR. IF THE UCS PRESIDENT HAS THE CONFLICT, HE OR SHE WOULD DISCLOSE THE MATTER TO THE BOARD CHAIR DIRECTLY. DISCLOSURE INVOLVING BOARD MEMBERS IS MADE TO THE BOARD CHAIR (OR IF THE CONFLICT INVOLVES THE BOARD CHAIR, TO THE BOARD TREASURER) WHO BRINGS THESE MATTERS, IF MATERIAL, TO THE BOARD. THE BOARD DETERMINES WHETHER A CONFLICT EXISTS AND IS MATERIAL, AND IN THE PRESENCE OF AN EXISTING MATERIAL CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO UCS. FORM 990, PART VI, SECTION B, LINE 15 THE UCS POLICY IS THAT THE FINANCE COMMITTEE OF THE BOARD BE INFORMED OF THE PERFORMANCE BASED RECOMMENDATIONS FOR SALARY FOR KEY EMPLOYEES IN THE CONTEXT OF MARKET INFORMATION AND OUR MERIT INCREASE SYSTEM. THE PURPOSE OF THIS POLICY IS TO PROVIDE TRANSPARENCY AND COMPLIANCE WITH VARIOUS LEGAL STANDARDS FOR NON-PROFIT MANAGEMENT. THE PRESIDENT'S SALARY IS SET AFTER AN ANNUAL MERIT REVIEW, BY THE CHAIR OF THE BOARD IN CONSULTATION WITH THE TREASURER AND/OR OTHER BOARD MEMBERS, AS THE CHAIR SEES FIT. THE SALARIES FOR OTHER KEY EMPLOYEES ARE SET, AFTER THE ANNUAL MERIT REVIEW, BY THE MANAGEMENT TEAM. ALL SALARIES ARE SET IN THE CONTEXT OF MARKET INFORMATION AND OUR MERIT INCREASE SYSTEM. ALL SALARIES OF KEY EMPLOYEES ARE REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE. THE PUBLIC CAN ALSO ACCESS THE FINANCIAL STATEMENTS THROUGH THE "GUIDESTAR" WEBSITE (HTTP://WWW.GUIDESTAR.ORG/). FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 5,674,434. MANAGEMENT AND GENERAL EXPENSES 12,600. FUNDRAISING EXPENSES 135,012. TOTAL EXPENSES 5,822,046. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 152,639. MANAGEMENT AND GENERAL EXPENSES 762. FUNDRAISING EXPENSES 7,035. TOTAL EXPENSES 160,436. RECRUITMENT: PROGRAM SERVICE EXPENSES 194,136. MANAGEMENT AND GENERAL EXPENSES 15,331. FUNDRAISING EXPENSES 14,692. TOTAL EXPENSES 224,159. REPAIRS/MAINT/SERVICE CONTRACTS: PROGRAM SERVICE EXPENSES 92,746. MANAGEMENT AND GENERAL EXPENSES 10,178. FUNDRAISING EXPENSES 7,144. TOTAL EXPENSES 110,068.