2021-11-09T14:35:47-06:00 2020-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2020-01-01 521089260 THE SOLAR FOUNDATION SOLA 7032739710 1320 19TH STREET NW NO 301 WASHINGTON DC 20036 LARRY SHERWOOD ADMINISTRATOR 7032739710 2021-11-09 1 LARRY SHERWOOD 999009999 FRANK H SMITH P00639053 2022274000 2021-11-09 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X LARRY SHERWOOD 1320 19TH STREET NW NO 301 WASHINGTON DC 20036 3337442 0 X WWW.THESOLARFOUNDATION.ORG X 1977 DC TO ACCELERATE ADOPTION OF THE WORLD'S MOST ABUNDANT ENERGY SOURCE: THE SUN. 5 5 16 5 0 0 3035986 3300277 13500 36984 62 23 -46138 158 3003410 3337442 714212 1022868 0 0 1146763 1350754 0 0 72310 1767438 997471 3628413 3371093 -625003 -33651 1159081 1680261 854456 1409287 304625 270974 X TO ACCELERATE ADOPTION OF THE WORLD'S MOST ABUNDANT ENERGY SOURCE: THE SUN. THROUGH OUR LEADERSHIP, RESEARCH, AND CAPACITY BUILDING, WE CREATE TRANSFORMATIVE SOLUTIONS TO ACHIEVE A PROSPEROUS FUTURE IN WHICH SOLAR AND SOLAR-COMPATIBLE TECHNOLOGIES ARE INTEGRATED INTO ALL ASPECTS OF OUR LIVES. 0 0 2056609 1022868 SOLSMART: FUNDED BY THE U.S. DEPARTMENT OF ENERGY'S SOLAR ENERGY TECHNOLOGIES OFFICE (SETO) AND PUBLICLY LAUNCHED IN 2016, SOLSMART PROVIDES NATIONAL RECOGNITION AND NO-COST TECHNICAL ASSISTANCE TO MUNICIPALITIES AND COUNTIES SEEKING TO TAKE STEPS TO MAKE IT FASTER, EASIER, AND MORE AFFORDABLE FOR RESIDENTS AND BUSINESSES TO INSTALL SOLAR ENERGY SYSTEMS. COMMUNITIES USE THIS TECHNICAL ASSISTANCE TO ACHIEVE SPECIFIC CRITERIA UNDER THE SOLSMART PROGRAM, AND RECEIVE DESIGNATIONS AT THE BRONZE, SILVER, OR GOLD LEVELS. THE SOLSMART PROGRAM DESIGNATED OVER 400 COMMUNITIES FROM THE PROGRAM START THROUGH THE END OF 2020. 177423 PUERTO RICO SOLAR BUSINESS ACCELERATOR: FUNDED BY THE ECONOMIC DEVELOPMENT ADMINISTRATION AND IN PARTNERSHIP WITH PATHSTONE, THE PUERTO RICO SOLAR BUSINESS ACCELERATOR SUPPORTS SOLAR WORKFORCE DEVELOPMENT, FINANCE AND MICROGRID DEVELOPMENT IN PUERTO RICO. 128983 36984 SOLAR READY VETS NETWORK: FUNDED BY THE US DEPARTMENT OF ENERGY SOLAR ENERGY TECHNOLOGIES OFFICE (SETO), THE SOLAR READY VETS NETWORK CONNECTS TRANSITIONING MILITARY SERVICE MEMBERS AND VETERANS OF THE US ARMED FORCES WITH SOLAR INDUSTRY TRAINING, CREDENTIALING AND EMPLOYMENT OPPORTUNITIES. THROUGH DIRECT IMPACT TRAINING ACTIVITIES, CAPACITY BUILDING INITIATIVES AND STRATEGIC PARTNERSHIPS, SRVN EXPANDS AND STRENGTHENS SOLAR CAREER PATHWAYS FOR VETERANS AND ADVANCES A NATIONWIDE PIPELINE OF MILITARY TALENT INTO TECHNICAL AND LEADERSHIP ROLES IN THE AMERICAN SOLAR WORKFORCE. 2363015 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LARRY SHERWOOD 7032739710 1320 19TH STREET NW NO 301 WASHINGTON DC 20036 ANDREA LUECKE PRESIDENT & EXECUTIVE DIRECTOR - UNTIL 11/2020 40.00 X 211480 0 22538 EDWIN H GILLILAND SENIOR DIRECTOR 40.00 X 114257 0 7735 MARY POWELL CHAIR 0.50 X X 0 0 0 SCOTT SKLAR SECRETARY/TREASURER 0.50 X X 0 0 0 ABIGAIL HOPPER DIRECTOR 0.50 X 0 0 0 LEE PETERSON DIRECTOR 0.50 X 0 0 0 THOMAS STARRS DIRECTOR 0.50 X 0 0 0 325737 0 30273 2 0 1 0 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING AND TAX SERVICES 296867 THE CADMUS GROUP LLC 100 5TH AVENUE SUITE 100 WALTHAM MA 02451 CONSULTING SERVICES 228106 INTEGRATED SOLAR OPERATIONS 1250 SJ BLDG AVENUE 905 SAN JUAN RQ 00908 CONSULTING SERVICES 137793 NAT ASSOC OF STATE ENERGY OFF 1300 17TH STR N 1275 ARLINGTON VA 22209 CONSULTING SERVICES 130000 4 2913309 386968 3300277 CONTRACT INCOME 900099 36984 36984 36984 23 23 MISCELLANEOUS 900099 158 158 158 3337442 36984 0 181 X 1022868 1022868 234018 63185 142751 28082 912055 700855 177970 33230 41967 32200 8231 1536 71965 53780 15307 2878 90749 61221 24794 4734 5000 5000 117 117 318954 318954 446350 412603 33747 12946 1674 11133 139 21285 1377 19775 133 149768 9688 139146 934 3082 1568 1026 488 925 345 580 5135 5135 8576 8576 DUES AND SUBSCRIPTIONS 23433 1516 21771 146 OTHER EXPENSES 1620 1620 STAFF DEVELOPMENT 200 135 55 10 LICENSES AND PERMITS 80 80 3371093 2363015 935768 72310 0 519 132280 32517 782689 1027699 79284 488482 87600 87600 65076 36954 12152 6490 1159081 1680261 693205 1134862 69993 149702 80000 100394 11258 24329 854456 1409287 X -262718 37128 567343 233846 304625 270974 1159081 1680261 -33651 0 X 0 1 X 1 1 1 X 4207881 5016139 4022727 3035986 3300277 19583010 4207881 5016139 4022727 3035986 3300277 19583010 718993 18864017 64 86 144 62 23 379 10646 40234 556 453 158 52047 19635436 369590 0.96070 0.94720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2016 AMOUNT: $ 10,646. 2017 AMOUNT: $ 40,234. 2018 AMOUNT: $ 556. 2019 AMOUNT: $ 453. 2020 AMOUNT: $ 158. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DEFERRED RENT 24329 24329 X 3635604 298162 298162 3337442 0 3337442 3669255 298162 298162 3371093 0 3371093 PART X, LINE 2: THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2020, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION ON THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 THE CADMUS GROUP LLC FKA MEISTER CONSULTING GROUP INC 100 5TH AVENUE SUITE 100 WALTHAM MA 02451 364636331 267875 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT US CHAMBER OF COMMERCE FOUNDATION 1615 H STREET NW WASHINGTON DC 20062 461561597 501(C)(3) 171073 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT SOLAR ENERGY INDUSTRIES ASSOCIATION INC 1425 K STREET NW WASHINGTON DC 20005 521072179 501(C)(6) 92434 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT NATIONAL ASSOCIATION OF COUNTIES RESEARCH FOUNDATION 660 N CAPITOL STREET NW SUITE 400 WASHINGTON DC 20001 530241255 501(C)(3) 85989 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT NORTH AMERICAN BOARD OF CERTIFIED ENERGY PRACTITIONERS INC 56 CLIFTON COUNTRY ROAD SUITE 2020 CLIFTON PARK NY 12065 050522337 501(C)(6) 85557 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT UNIVERSITY OF PUERTO RICO MAYAGUEZ CELIS BUILIDING SUITE 303 MOZAMBIQUE PR 00681 660718644 84947 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT NATIONAL LEAGUE OF CITIES INSTITUTE 660 N CAPITOL STREET NW SUITE 450 WASHINGTON DC 20001 526055762 501(C)(3) 60404 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT BROOKS ENGINEERING 207 W FRANKLIN STREET RICHMOND VA 23220 59100 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT NATIONAL RENEWABLE ENERGY LABORATORY 15013 DENVER WEST PARKWAY GOLDEN CO 80401 261939342 501(C)(3) 41319 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT ELECTRIC POWER RESEARCH INSTITUTE 3420 HILLVIEW AVENUE PALO ALTO CA 94304 237175375 501(C)(3) 38022 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT THE REGULATORY ASSISTANCE PROJECT 50 STATE STREET SUITE 3 MONTPELIER VT 05602 010471151 501(C)(3) 36146 TECHNICAL ASSISTANCE UNDER FEDERAL GRANT 6 5 PART I, LINE 2: THE FOUNDATION FOLLOWS 2 CFR 200 REGULATIONS FOR PROPER MONITORING OF ALL SUB-RECIPIENTS. INITIAL RISK ASSESSMENTS ARE PERFORMED TO DETERMINE THE APPROPRIATE MONITORING PLANS. ANNUAL FOLLOW-UP RISK ASSESSMENTS ARE PERFORMED AND ADJUSTMENTS ARE MADE TO MONITORING AS NECESSARY. X X X 0 0 0 0 0 0 0 0 0 ANDREA LUECKE PRESIDENT & EXECUTIVE DIRECTOR - UNTIL 11/2020 168272 0 0 0 43208 0 9609 0 12929 0 234018 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 AS OF NOVEMBER 15, 2020, INTERSTATE RENEWABLE ENERGY COUNCIL (IREC) THROUGH ITS PRESIDENT AND CEO, LARRY SHERWOOD, PROVIDED DAY-TO-DAY MANAGEMENT SERVICES OVER THE OPERATION OF TSF IN CONSULTATION WITH THE TSF BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE DRAFT FEDERAL FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES OF THE FOUNDATION MUST FOLLOW THE CONFLICT OF INTEREST SECTION OF THE EMPLOYEE HANDBOOK AT ALL TIMES AS THEY PERTAIN TO PROCUREMENTS. A CONFLICT OF INTEREST OCCURS WHEN THE OFFICIAL, EMPLOYEE OR DESIGNATED AGENT OF THE FOUNDATION, PARTNERS OF SUCH INDIVIDUALS, IMMEDIATE FAMILY MEMBERS, OR AN ORGANIZATION WHICH EMPLOYS OR INTENDS TO EMPLOY ANY OF THE ABOVE HAS A FINANCIAL OR OTHER INTEREST IN OR A TANGIBLE PERSONAL BENEFIT FROM A FIRM CONSIDERED FOR A CONTRACT. IN THE EVENT WHERE A BOARD MEMBER MAY HAVE A POTENTIAL CONFLICT OF INTEREST, THAT PARTICULAR BOARD MEMBER WILL BE ASKED TO LEAVE A MEETING DURING CONSIDERATION OF ANY TOPIC WITH WHICH THEY HAVE A CONFLICT OF INTEREST. THEIR EXCLUSION FROM THE DISCUSSION MAY BE PUBLISHED IN THE MINUTES AS PART OF THE RECORD OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS FIXED BY THE BOARD OF DIRECTORS, WHO UTILIZE COMPENSATION STUDIES AS WELL AS CONTEMPORANEOUS SUBSTANTIATION FROM SIMILAR ASSOCIATIONS. THE BOARD OF DIRECTORS ISSUED AN RFP AND SELECTED A QUALIFIED CONSULTING FIRM TO PERFORM AN EXECUTIVE SALARY COMPENSATION STUDY IN 2018. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 404,252. MANAGEMENT AND GENERAL EXPENSES 31,835. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 436,087. PAYROLL FEES: PROGRAM SERVICE EXPENSES 5,796. MANAGEMENT AND GENERAL EXPENSES 528. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,324. OTHER PROESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,555. MANAGEMENT AND GENERAL EXPENSES 233. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,788. RECRUITING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,151. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,151.