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RARE INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
RARE INC (EIN 23-7380563)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-10-14
IRS object ID
202502879349300705
Schema version
2023v6.0
Note
A later return for the same period supersedes this one.
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-14T07:20:54-05:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11001 WATER ST STE 500AddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33602ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237380563EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RAREBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRAREBusinessNameControlTxt
Phone7035225070PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11310 NORTH COURTHOUSE RD 110AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN DE WETPersonNm
Person TitleCFOPersonTitleTxt
Phone7035225070PhoneNum
Signature2025-10-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTEN BARNETTPreparerPersonNm
PTINP01234578PTIN
Phone8133162300PhoneNum
Preparation2025-10-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Principal OfficerBRETT JENKSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11310 NORTH COURTHOUSE RD 110AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22201ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$37,597,610GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.RARE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1974FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionRARE INSPIRES CHANGE SO PEOPLE AND NATURE THRIVE.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee125TotalEmployeeCnt
Total Volunteers2000TotalVolunteersCnt
Total Gross UBI$419,900TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$28,724,191PYContributionsGrantsAmt
CY Contributions Grants$32,367,496CYContributionsGrantsAmt
PY Program Service Revenue$399,699PYProgramServiceRevenueAmt
CY Program Service Revenue$510,070CYProgramServiceRevenueAmt
PY Investment Income$418,903PYInvestmentIncomeAmt
CY Investment Income$625,505CYInvestmentIncomeAmt
PY Other Revenue$1,318,816PYOtherRevenueAmt
CY Other Revenue$53,830CYOtherRevenueAmt
PY Total Revenue$30,861,609PYTotalRevenueAmt
CY Total Revenue$33,556,901CYTotalRevenueAmt
PY Grants And Similar Paid$321,569PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,508,949CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$20,937,797PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$23,036,900CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,255,535CYTotalFundraisingExpenseAmt
PY Other Expenses$10,817,970PYOtherExpensesAmt
CY Other Expenses$12,609,523CYOtherExpensesAmt
PY Total Expenses$32,077,336PYTotalExpensesAmt
CY Total Expenses$37,155,372CYTotalExpensesAmt
PY Revenues Less Expenses-$1,215,727PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,598,471CYRevenuesLessExpensesAmt
Total Assets BOY$40,527,597TotalAssetsBOYAmt
Total Assets EOY$35,089,126TotalAssetsEOYAmt
Total Liabilities BOY$13,501,035TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,059,152TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$27,026,562NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$24,029,974NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$14,133,230ExpenseAmt
Grant$1,302,473GrantAmt
DescSUSTAINABLE FISHERIES AND AGRICULTURE - RARE IS A GLOBAL LEADER IN REDUCING COASTAL OVERFISHING AND REVITALIZING COASTAL FISHERIES. THROUGH A GLOBAL NETWORK OF 100 STAFF AND OVER 150 LOCAL PARTNERS, RARE MOBILIZES AND STRENGTHENS COMMUNITY-LED MANAGEMENT OF COASTAL FISHERIES. THROUGH A REPLICABLE MODEL ROOTED IN BEHAVIORAL SCIENCE, RARE PROMOTES RESPONSIBLE FISHING BEHAVIOR AMONG LOCAL FISHERS.RARE EQUIPS SMALLHOLDER FARMERS, AGRICULTURAL EXTENSION AGENTS, AND LOCAL LEADERS WITH THE SKILLS, TRAINING, AND DIGITAL TECHNOLOGY NEEDED TO SHIFT TO REGENERATIVE AGRICULTURE AND MORE SUSTAINABLE RANCHING PRACTICES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$12,193,229ExpenseAmt
Grant$121,761GrantAmt
DescBEHAVIORAL SCIENCE AND RESEARCH - RARE IS A GLOBAL LEADER IN USING BEHAVIORAL SCIENCE TO DESIGN AND DEPLOY BREAKTHROUGH SOLUTIONS FOR PROTECTING NATURE AND COMBATTING CLIMATE CHANGE. THROUGH ITS TEAM OF BEHAVIORAL SCIENTISTS, RARE CONDUCTS CUTTING-EDGE RESEARCH, AND CREATES FIELD-BASED LEARNING APPROACHES AND OPPORTUNITIES TO BRING BEHAVIORAL SCIENCE TO THE FOREFRONT OF CONSERVATION. RARE ALSO TRANSLATES INSIGHTS FROM THE BEHAVIORAL SCIENCE COMMUNITY TO HELP DESIGN FOR PROMOTING SUSTAINABLE BEHAVIORS ROOTED IN A STRONG UNDERSTANDING OF HUMAN BEHAVIOR AND DECISION-MAKING. RARE PROVIDES COMMUNITIES, CREATORS, AND PARTNERS WITH INSIGHTS AND TOOLS TO SHIFT CULTURE AND CATALYZE THE ADOPTION OF SUSTAINABLE BEHAVIOR.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,932,648ExpenseAmt
Grant$84,715GrantAmt
Revenue$510,070RevenueAmt
DescCONSERVATION FINANCE - WHERE TRADITIONAL FINANCIAL INSTRUMENTS FAIL, INNOVATIVE FINANCE BRIDGES THE GAP. RARE'S INNOVATIVE FINANCE BUILDS RESILIENCE TO BOTH FINANCIAL SHOCKS AND CLIMATE CHANGE IN UNDERSERVED, RURAL, AND REMOTE COMMUNITIES. THE PROGRAM USES A THREE-PRONGED APPROACH TO PROTECT VITAL ECOSYSTEMS AND BENEFIT LOCAL ECONOMIES, BY DE-RISKING INVESTMENTS, ADVANCING NATURE-BASED SOLUTIONS, AND BUILDING SUSTAINABLE LOCAL ECONOMIES WITH PATHWAYS TO THE FORMALECONOMY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$30,259,107TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document95IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee125EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryMXForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryRPForeignCountryCd
Foreign CountryIDForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryMZForeignCountryCd
Foreign CountryCOForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryHOForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldWYStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCATHERINE STEWARTPersonNm
Phone7035225070PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11310 NORTH COURTHOUSE RD 110AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22201ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BRETT JENKS
CEO40.00Yes (X)Yes (X)$561,075$0$115,798
BRUCE BOYD
CO-CHAIR3.50Yes (X)Yes (X)$0$0$0
LIZANNE GALBREATH
CO-CHAIR3.50Yes (X)Yes (X)$0$0$0
DOROTHY BATTEN
VICE CHAIR3.50Yes (X)Yes (X)$0$0$0
RANDY BROWN
TREASURER3.50Yes (X)Yes (X)$0$0$0
SARAH STEIN GREENBERG
SECRETARY3.50Yes (X)Yes (X)$0$0$0
SCOTT AMERO
TRUSTEE2.50Yes (X)$0$0$0
GUILHERME AZEVEDO
TRUSTEE2.50Yes (X)$0$0$0
AMY MARGERUM BERG
TRUSTEE2.50Yes (X)$0$0$0
LINCOLN BROWN
TRUSTEE2.50Yes (X)$0$0$0
STEVE GAINES
TRUSTEE2.50Yes (X)$0$0$0
JOHN MARSHALL
TRUSTEE2.50Yes (X)$0$0$0
CARLOS ALVARADO QUESADA
TRUSTEE2.50Yes (X)$0$0$0
KAREN TOLIVER
TRUSTEE2.50Yes (X)$0$0$0
ELKE WEBER
TRUSTEE2.50Yes (X)$0$0$0
NANCY E DEMPZE
TRUSTEE2.50Yes (X)$0$0$0
JAMIE STAUGLER
TRUSTEE2.50Yes (X)$0$0$0
HEATHER MCTEER TONEY
TRUSTEE2.50Yes (X)$0$0$0
MEHRDAD BAGHAI
TRUSTEE2.50Yes (X)$0$0$0
KATHY BAIRD
TRUSTEE2.50Yes (X)$0$0$0
ALICE FARMER
TRUSTEE2.50Yes (X)$0$0$0
AVI GARBOW
TRUSTEE2.50Yes (X)$0$0$0
CALEB MCCLENNEN
PRESIDENT40.00Yes (X)$396,888$0$27,817
NIELS CRONE
CHIEF OPERATING OFFICER40.00Yes (X)$327,954$0$79,288
BRANDON SCHAUER
SR. VICE PRESIDENT40.00$270,115$0$29,870Yes (X)
CARYN PERRELLI
SR. VICE PRESIDENT40.00$279,452$0$48,442Yes (X)
ANNA T BARTLETT
VICE PRESIDENT (THRU 6/30/24)40.00$279,105$0$54,826Yes (X)
KEVIN GREEN
VICE PRESIDENT40.00$204,078$0$49,828Yes (X)
RAQUEL TIRONA
MANAGING DIRECTOR40.00$178,086$0$0Yes (X)
ANDREW SIMPSON
VICE PRESIDENT40.00$230,928$0$44,593Yes (X)
BARBARA BETTS
VICE PRESIDENT40.00$242,772$0$27,980Yes (X)
ESTEBAN CHAVARRIA
VICE PRESIDENT40.00$213,041$0$49,544Yes (X)
RENEE CARSTENSEN
VICE PRESIDENT40.00$222,783$0$37,059Yes (X)
TRACY NUGENT
VICE PRESIDENT40.00$220,275$0$39,880Yes (X)
KAREN ZIFFER
FORMER CHIEF DEV OFF (THRU 7/7/23)0.00$389,366$0$46,331Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,015,918TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$651,256TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K52IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DELIBERATE CAPITAL
819 QUINCY STARLINGTONVA22204MGMT SVCS FOR MELOY FUND LP$705,037
KITO GLOBAL
32 MADISON STREETNEWBURYPORTMA01950CARBON OFFSET PROGRAM$427,500
BDO USA
8401 GREENSBORO DRIVEMCCLEANVA22102INTERNAL CONTROLS ASSESSMENT$407,763
ELEVATE COMMUNICATIONS
137 NEWBURY STREETBOSTONVA02116PR, MARKETING & COMMUNICATIONS$335,529
ISAACSON MILLER INC
1800 K ST NWWASHINGTONVA20006EXECUTIVE SEARCH FIRM$181,334
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt
Government Grants$1,759,371GovernmentGrantsAmt
All Other Contributions$30,608,125AllOtherContributionsAmt
Noncash Contributions$571,098NoncashContributionsAmt
Total Contributions$32,367,496TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICESDesc
Business900099BusinessCd
Total Revenue Column$510,070TotalRevenueColumnAmt
Related Or Exempt Func Income$510,070RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$510,070TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$493,916TotalRevenueColumnAmt
Exclusion$493,916ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$279,787RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$645,857RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$366,070RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$366,070TotalRevenueColumnAmt
Exclusion-$366,070ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,526,441SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,394,852SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$131,589SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$131,589TotalRevenueColumnAmt
Exclusion$131,589ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEE REVENUEDesc
Business541610BusinessCd
Total Revenue Column$419,900TotalRevenueColumnAmt
Unrelated Business Revenue$419,900UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$419,900OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$33,556,901TotalRevenueColumnAmt
Related Or Exempt Func Income$510,070RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$419,900UnrelatedBusinessRevenueAmt
Exclusion$259,435ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$370,755TotalAmt
Program Services$370,755ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,138,194TotalAmt
Program Services$1,138,194ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,503,955TotalAmt
Program Services$1,603,413ProgramServicesAmt
Management And General$540,152ManagementAndGeneralAmt
Fundraising$360,390FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$13,975,752TotalAmt
Program Services$11,271,752ProgramServicesAmt
Management And General$1,102,646ManagementAndGeneralAmt
Fundraising$1,601,354FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,103,991TotalAmt
Program Services$841,491ProgramServicesAmt
Management And General$108,191ManagementAndGeneralAmt
Fundraising$154,309FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,996,208TotalAmt
Program Services$3,254,607ProgramServicesAmt
Management And General$391,628ManagementAndGeneralAmt
Fundraising$349,973FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,456,994TotalAmt
Program Services$1,213,201ProgramServicesAmt
Management And General$124,735ManagementAndGeneralAmt
Fundraising$119,058FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$705,037TotalAmt
Program Services$705,037ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$220,176TotalAmt
Program Services$220,176ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$272,458TotalAmt
Management And General$272,458ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,277TotalAmt
Management And General$10,277ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,826,630TotalAmt
Program Services$4,480,019ProgramServicesAmt
Management And General$146,333ManagementAndGeneralAmt
Fundraising$200,278FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$112,923TotalAmt
Program Services$112,923ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$399,272TotalAmt
Program Services$291,469ProgramServicesAmt
Management And General$67,876ManagementAndGeneralAmt
Fundraising$39,927FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,191,500TotalAmt
Program Services$731,322ProgramServicesAmt
Management And General$304,656ManagementAndGeneralAmt
Fundraising$155,522FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,389,570TotalAmt
Program Services$1,018,413ProgramServicesAmt
Management And General$230,607ManagementAndGeneralAmt
Fundraising$140,550FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,874,219TotalAmt
Program Services$1,599,525ProgramServicesAmt
Management And General$158,575ManagementAndGeneralAmt
Fundraising$116,119FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,330,971TotalAmt
Program Services$1,330,971ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,116TotalAmt
Management And General$4,116ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,055TotalAmt
Management And General$11,055ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$62,182TotalAmt
Program Services$17,223ProgramServicesAmt
Management And General$44,959ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PERMITS, LICENSES & TAX$96,660$3,772$89,082$3,806
PROFESSIONAL DEVELOP.$85,607$54,844$16,514$14,249
BANK FEES$16,870$16,870

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$37,155,372TotalAmt
Program Services$30,259,107ProgramServicesAmt
Management And General$3,640,730ManagementAndGeneralAmt
Fundraising$3,255,535FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,195,190BOYAmt
EOY$2,610,937EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,601,555BOYAmt
EOY$4,630,934EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$17,066,744BOYAmt
EOY$13,808,483EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$641,524BOYAmt
EOY$591,839EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,117,828LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,115,784LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$13,114BOYAmt
EOY$2,044EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,023,202BOYAmt
EOY$10,278,564EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,986,268BOYAmt
EOY$3,166,325EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$40,527,597BOYAmt
EOY$35,089,126EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,066,535BOYAmt
EOY$3,825,354EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,027,335BOYAmt
EOY$3,818,759EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,407,165BOYAmt
EOY$3,415,039EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,501,035BOYAmt
EOY$11,059,152EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,300,594BOYAmt
EOY$11,004,268EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,725,968BOYAmt
EOY$13,025,706EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$27,026,562BOYAmt
EOY$24,029,974EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$40,527,597BOYAmt
EOY$35,089,126EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$3,598,471ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$601,863NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$20PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,067,563CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,301,044CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,935,744CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,724,191CurrentTaxYearMinus1YearAmt
Current Tax Year$33,165,158CurrentTaxYearAmt
Total$143,193,700TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,067,563CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,301,044CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,935,744CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,724,191CurrentTaxYearMinus1YearAmt
Current Tax Year$33,165,158CurrentTaxYearAmt
Total$143,193,700TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$47,578,389SubstantialContributorsTotAmt
Public Support Total170$95,615,311PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$422,309CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$309,921CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$404,457CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$556,136CurrentTaxYearMinus1YearAmt
Current Tax Year$773,702CurrentTaxYearAmt
Total$2,466,525TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$415,559CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$79,698CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,303CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,021,204CurrentTaxYearMinus1YearAmt
Total$1,523,764TotalAmt
FieldValueIRS element (for citing)
Total Support$147,183,989TotalSupportAmt
Gross Receipts Rltd Activities$3,394,829GrossReceiptsRltdActivitiesAmt
Public Support CY1700.64960PublicSupportCY170Pct
Public Support PY1700.66140PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER REVENUE - 2019 AMOUNT: $ 415,559. 2020 AMOUNT: $ 79,698. 2021 AMOUNT: $ 7,303. 2022 AMOUNT: $ 1,021,204.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$37,155,372FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$37,155,372FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year$1,000,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,500,000LobbyingCeilingAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year$250,000CurrentYearAmt
Total$250,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$375,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$258,515OtherCostOrOtherBasisAmt
Depreciation$258,515DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$445,973OtherCostOrOtherBasisAmt
Depreciation$445,973DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$413,340OtherCostOrOtherBasisAmt
Depreciation$411,296DepreciationAmt
Book Value$2,044BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,044TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
DEFERRED COMPENSATION ASSET$1,664,962
ACCRUED INTEREST RECEIVABLE$29,121
RIGHT OF USE ASSET$1,447,740
RELATED PARTY RECEIVABLE$24,502
FieldValueIRS element (for citing)
Total Book Value Other Assets$3,166,325TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED COMPENSATION LIABILITY$1,664,962
LEASE LIABILITIES$1,750,077
FieldValueIRS element (for citing)
Total Liability$3,415,039TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$38,731,029TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$601,863NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$90,168DonatedServicesAndUseFcltsAmt
Other Revenue$3,846,517OtherRevenueAmt
Revenue Not Reported$4,538,548RevenueNotReportedAmt
Revenue Subtotal$34,192,481RevenueSubtotalAmt
Investment Expenses Not Incld$10,277InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$645,857OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$635,580RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$33,556,901TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$38,738,975TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$90,168DonatedServicesUseFcltsAmt
Other Expenses Included$1,503,712OtherExpensesIncludedAmt
Expenses Not Reported$1,593,880ExpensesNotReportedAmt
Expenses Subtotal$37,145,095ExpensesSubtotalAmt
Investment Expenses Not Incld2$10,277InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$10,277ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$37,155,372TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:RARE IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). RARE IS SUBJECT TO UNRELATED BUSINESS INCOME TAXES UNDER SECTION 511 OF THE IRC; HOWEVER, IN THE OPINION OF MANAGEMENT, NO PROVISION FOR INCOME TAXES IS REQUIRED TO BE MADE. RARE FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, RARE MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES AND ACCOUNTING IN INTERIM PERIODS. AS OF SEPTEMBER 30, 2024, RARE HAD NO CUMULATIVE UNRELATED BUSINESS TAXABLE LOSS. MANAGEMENT EVALUATED RARE'S TAX POSITIONS AND CONCLUDED THAT RARE HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, RARE IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2020.
PART XI, LINE 2D - OTHER ADJUSTMENTS:PORTFOLIO INTEREST MELOY FUND I LP INCLUDED IN CONSOL. FINANCIAL STATEMENT 777,309. CHANGE IN UNREALIZED LOSS ON PRIVATELY HELD SECURITIES 1,412,941. REALIZED LOSS ON PRIVATELY HELD SECURITIES -86,689. CONTRIBUTIONS BY LIMITED PARTNERS 2,162,856. ELIMINATION ENTRY INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS -419,900.
PART XI, LINE 4B - OTHER ADJUSTMENTS:RENTAL EXPENSES INCLUDED IN PART VIII -645,857.
PART XII, LINE 2D - OTHER ADJUSTMENTS:EXPENSES OF MELOY FUND I LP INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 1,277,755. ELIMINATION ENTRY INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS -419,900. RENTAL EXPENSES INCLUDED IN PART VIII 645,857.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
EUROPE (INCLUDING ICELAND & GREENLAND)19FUNDRAISING$633,820
SUB-SAHARAN AFRICA116GRANTS TO RECIPIENTS LOCATED IN REGION$586,800
SOUTH AMERICA231GRANTS TO RECIPIENTS LOCATED IN REGION$56,771
EAST ASIA AND THE PACIFIC375GRANTS TO RECIPIENTS LOCATED IN REGION$393,015
CENTRAL AMERICA AND THE CARIBBEAN116GRANTS TO RECIPIENTS LOCATED IN REGION$101,608
NORTH AMERICA13PROGRAM SERVICES$162,902GLOBAL ADMINISTRATION
EUROPE (INCLUDING ICELAND & GREENLAND)19PROGRAM SERVICES$368,520IDENTIFYING AND PROMOTING INDIVIDUAL BEHAVIORS PEOPLE CAN ADOPT FOR BIODIVERSITY, FOOD SAFETY AND SUSTAINABLE RESOURCE MANAGEMENT.
SOUTH AMERICA231PROGRAM SERVICES$2,792,542COASTAL FISHERIES MANAGEMENT. SOIL AND WATER QUALITY.
SUB-SAHARAN AFRICA116PROGRAM SERVICES$2,223,765COMMUNITY BASED FISHERIES MANAGEMENT TO IMPROVE THE HEALTH OF THE OCEAN ECOSYSTEM.
EAST ASIA AND THE PACIFIC375PROGRAM SERVICES$7,598,005IMPROVING SOIL HEALTH AND WATER QUALITY. IMPROVING NEAR SHORE FISHERIES MANAGEMENT.
CENTRAL AMERICA AND THE CARIBBEAN116PROGRAM SERVICES$1,311,183PROGRAM SERVICES TO EMPOWER FISHERIES COMMUNITIES IN THE REGION TO ADAPT SUSTAINABLE METHODS.
FieldValueIRS element (for citing)
Subtotal Offices12SubtotalOfficesCnt
Subtotal Employees190SubtotalEmployeesCnt
Continuation Total Office5ContinuationTotalOfficeCnt
Continuation Total Employee107ContinuationTotalEmployeeCnt
Total Office17TotalOfficeCnt
Total Employee297TotalEmployeeCnt
Subtotal Spent$5,095,978SubtotalSpentAmt
Continuation Spent$11,132,953ContinuationSpentAmt
Total Spent$16,228,931TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (12 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
SOUTH AMERICASUPPORT THE CONDUCT OF MEETINGS/ASSEMBLIES TO INCREASINGLY STRENGTHEN THE MARINE AND COASTAL EXTRACTIVE RESERVES OF PARA, BRAZIL.$5,036WIRE TRANSFER$0
SOUTH AMERICASTRENGTHENING EXTRACTIVE RESERVES AND TRADITIONAL COASTAL AND MARINE EXTRACTIVE PEOPLES (CONFREM BRASIL), INTENDED TO COVER EXPENSES IN STRENGTHENING ACTIVITIES IN MARANHAO.$10,848WIRE TRANSFER$0
CENTRAL AMERICA AND THE CARIBBEANSOLUTION SEARCH: JUDGES' CHOICE WINNER.$10,000WIRE TRANSFER$0
EAST ASIA AND THE PACIFICBEHAVIOR CAMPAIGNS ALL ROUNDS - COMMUNITY ENGAGEMENT PHASES 1 AND 2.$19,877WIRE TRANSFER$0
EAST ASIA AND THE PACIFICSUPPORT THE CONDUCT OF THE BASELINE ECOLOGICAL ASSESSMENTS, GENETICS, AND EDNA COLLECTION AND ANALYSIS IN SELECTED RARE SITES IN EASTERN SAMAR AND SOUTHERN LEYTE, AND ALSO SUPPORT CAPACITY-BUILDING AND LEARNING EXCHANGE ACROSS VARIOUS FACETS OF THE PROJECT.$95,438WIRE TRANSFER$0
SUB-SAHARAN AFRICACOASTAL LIFELINE - A PROVINCIAL APPROACH TO THE EMPOWERMENT OF FISHER-FARMER COMMUNITIES TO ADOPT NATURE-BASED SOLUTIONS IN MOZAMBIQUE.$586,800WIRE TRANSFER$0
CENTRAL AMERICA AND THE CARIBBEANSCALING OF COMMUNITY-BASED FISHERIES MANAGEMENT IN HONDURAS THROUGH FISH FOREVER.$50,000WIRE TRANSFER$0
CENTRAL AMERICA AND THE CARIBBEANHONDURAS SEAGRASS AND MANGROVE RESTORATION DIAGNOSIS.$5,417WIRE TRANSFER$0
CENTRAL AMERICA AND THE CARIBBEANTHRIVING COAST - EMPOWERING COASTAL FISHER-FARMER COMMUNITIES TO PROTECT BIODIVERSITY AND BUILD PROSPERITY IN HONDURAS.$17,040WIRE TRANSFER$0
CENTRAL AMERICA AND THE CARIBBEANHONDURAS VALUE CHAIN AND MARKET STUDY.$10,151WIRE TRANSFER$0
SOUTH AMERICASOLUTION SEARCH: PEOPLE'S CHOICE WINNER.$10,000WIRE TRANSFER$0
EAST ASIA AND THE PACIFICSUPPORT THE SUBGRANTEE'S ROLE AS LEAD CONVENOR AND ARCHITECT OF THE FIRST PHASE OF THE PROJECT "UNLOCKING BLUE PACIFIC PROSPERITY: NAVIGATING THE VOYAGE FROM CONCEPT TO DESIGN".$142,250WIRE TRANSFER$0
FieldValueIRS element (for citing)
Total501c3 Org8Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:THE PROCESS FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE OF THE UNITED STATES INVOLVES SITE VISITS, FREQUENT CORRESPONDENCE WITH GRANTEE, MONTHLY FINANCIAL AND NARRATIVE PROGRESS REPORTS THAT SUPPORTS THE CONTRACT AGREEMENT, AND EXAMINATION OF INVOICES AND EXPENSE RECEIPTS.
PART I, LINE 3:THE ORGANIZATION USES GAAP TO REPORT EXPENDITURES IN FOREIGN REGIONS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
NORTHEASTERN UNIVERSITY RESEARCH ACCOUNTING
177 HUNTINGTON AVENUEBOSTONMA02115041679980501(C)(3)$34,256$0INSIGHTS TO IMPACT AWARD
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA22203530242652501(C)(3)$51,872$0ADOPTING NEW TECHNOLOGY, MINDSETS, AND PRACTICES TO TRANSFORM COLOMBIA'S AGRICULTURAL SECTOR.
WILDAID INC
33 PINE STREETSAN FRANCISCOCA94104203644441501(C)(3)$202,500$0COMPREHENSIVE ASSESSMENT AND DEVELOPMENT OF A MARINE PROTECTION SYSTEM PLAN TO STRENGTHEN MCS OF FISHERIES AND MARINE CONSERVATION, INCLUDING STAKEHOLDER MEETINGS FOR CREATION OF ANNUAL PROJECT PLANS TO PRIORITIZE RECOMMENDED ACTIONS.
ACCION INTERNATIONAL
1101 15 STREET NW SUITE 400WASHINGTONDC20001132535763501(C)(3)$80,000$0SUPPORT THE CONDUCT OF PARTICIPATORY RESEARCH TO ANALYSE THE LINK BETWEEN FINANCIAL INCLUSION AND ENHANCE COMMUNITY RESILIENCE AND SUCCESS RATES OF ECOSYSTEM-BASED ADAPTATION (EBA) APPROACHES
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE PROCESS FOR MONITORING THE USE OF GRANT FUNDS INSIDE OF THE UNITED STATES INCLUDES SITE VISITS, FREQUENT CORRESPONDENCE WITH GRANTEES, EXAMINATION OF EXPENDITURES, PERIODIC FINANCIAL AND NARRATIVE PROGRESS REPORTS THAT SUPPORTS THE CONTRACT AGREEMENT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BRETT JENKS
CEO$435,422$0$57,658$0$67,995$0$80,073$0$35,725$0$676,873$0$0$0
KAREN ZIFFER
FORMER CHIEF DEV OFF (THRU 7/7/23)$150,838$0$0$0$238,528$0$39,842$0$6,489$0$435,697$0$0$0
CALEB MCCLENNEN
PRESIDENT$354,805$0$41,273$0$810$0$24,731$0$3,086$0$424,705$0$0$0
NIELS CRONE
CHIEF OPERATING OFFICER$287,016$0$34,080$0$6,858$0$46,433$0$32,855$0$407,242$0$0$0
ANNA T BARTLETT
VICE PRESIDENT (THRU 6/30/24)$249,025$0$29,582$0$498$0$14,873$0$39,953$0$333,931$0$0$0
CARYN PERRELLI
SR. VICE PRESIDENT$244,388$0$31,500$0$3,564$0$15,805$0$32,637$0$327,894$0$0$0
BRANDON SCHAUER
SR. VICE PRESIDENT$243,043$0$25,830$0$1,242$0$17,645$0$12,225$0$299,985$0$0$0
ANDREW SIMPSON
VICE PRESIDENT$206,929$0$22,962$0$1,037$0$14,962$0$29,631$0$275,521$0$0$0
BARBARA BETTS
VICE PRESIDENT$216,006$0$25,701$0$1,065$0$11,997$0$15,983$0$270,752$0$0$0
ESTEBAN CHAVARRIA
VICE PRESIDENT$190,507$0$21,910$0$624$0$13,955$0$35,589$0$262,585$0$0$0
TRACY NUGENT
VICE PRESIDENT$193,394$0$25,920$0$961$0$13,991$0$25,889$0$260,155$0$0$0
RENEE CARSTENSEN
VICE PRESIDENT$196,657$0$25,704$0$422$0$13,062$0$23,997$0$259,842$0$0$0
KEVIN GREEN
VICE PRESIDENT$180,037$0$23,688$0$353$0$13,293$0$36,535$0$253,906$0$0$0
RAQUEL TIRONA
MANAGING DIRECTOR$178,086$0$0$0$0$0$0$0$0$0$178,086$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINES 4A-BLINE 4A THE FORMER CHIEF DEVELOPMENT OFFICER RECEIVED A SEVERANCE PAYMENT DURING THE CALENDAR YEAR IN THE AMOUNT OF $75,750. THE PAYMENT IS INCLUDED IN PART VII, COLUMN D AND SCHEDULE J, PART II, COLUMN BIII. THE TERMS AND CONDITIONS OF THE CONFIDENTIAL SEVERANCE AGREEMENT ARE AVAILABLE TO THE INTERNAL REVENUE SERVICE UPON REQUEST. LINE 4B IN 2011, UPON BOARD APPROVAL, RARE ESTABLISHED A NON-QUALIFIED DEFERRED COMPENSATION PLAN, A 457(F) PLAN FOR CERTAIN KEY EMPLOYEES. FOR THE YEAR ENDING DECEMBER 31, 2023, THE PLAN MADE CONTRIBUTIONS AS FOLLOWS: BRETT JENKS - $49,500 KAREN ZIFFER - $28,829 NIELS CRONE - $25,920 THIS AMOUNT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C), RETIREMENT AND OTHER DEFERRED COMPENSATION AMOUNTS.
PART I, LINE 7THE EMPLOYEE COMPENSATION STRUCTURE INCLUDES AN ANNUAL BONUS AMOUNT THAT IS BASED ON ANNUAL INDIVIDUAL PERFORMACE GOALS AND ORGANIZATIONAL GOALS.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$571,098NoncashContributionsRptF990Amt
Method Of Determining RevenuesHIGH AND LOW AVERAGEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):REPORTING THE NUMBER OF CONTRIBUTORS.
PART I, LINE 33:RARE RECEIVED SHARES IN A START UP COMPANY THAT WERE VALUED AT $0.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1RARE IS THE LEADING BEHAVIOR CHANGE ORGANIZATION IN CONSERVATION AND SUSTAINABLE DEVELOPMENT. IN OUR MORE THAN FOUR DECADES OF WORK, RARE HAS LAUNCHED OVER 450 BEHAVIOR CHANGE CAMPAIGNS (KNOWN AS "PRIDE") IN MORE THAN 60 COUNTRIES, INSPIRING LOCAL COMMUNITIES TO ADOPT MORE SUSTAINABLE FISHING HABITS, END DEFORESTATION, PRESERVE HABITAT, AND SAVE SPECIES. PRIDE INCREASES AND ACCELERATES THE ADOPTION OF CONSERVATION SOLUTIONS - AND THE CHANGE LASTS. RARE'S PEOPLE-CENTERED, PARTICIPATORY APPROACH TO CONSERVATION EMPOWERS LOCAL LEADERS AND ELEVATES THE ROLE OF FISHERS, FARMERS, AND OTHER PEOPLE WHO DEPEND ON NATURE IN LOCAL DECISION-MAKING AND GOVERNANCE. THIS COMMUNITY-LED APPROACH IS BUOYED BY PARTNERSHIPS WITH OFFICIALS AT ALL LEVELS OF GOVERNMENT FROM MAYORS TO MINISTERS AND WITH PUBLIC AND PRIVATE INSTITUTIONS, UNIVERSITIES AND OTHER ORGANIZATIONS CAPABLE OF REMOVING BARRIERS AND PAVING THE WAY FOR ENDURING SOLUTIONS.
FORM 990, PART I, LINE 5:PART I, LINE 5 ONLY REFLECTS THE NUMBER OF EMPLOYEES RECEIVING FORM W-2 125. THE TOTAL NUMBER OF WORLDWIDE EMPLOYEES IS 232.
FORM 990, PART III, LINE 1:RARE IS A GLOBAL LEADER IN DRIVING SOCIAL CHANGE TO PROTECT THE ENVIRONMENT. WE HAVE HELPED THOUSANDS OF PEOPLE ACROSS HUNDREDS OF COMMUNITIES IN OVER 60 COUNTRIES SHIFT THEIR BEHAVIORS AND PRACTICES TO PROTECT THE NATURE THAT SUSTAINS THEIR LIVES, LIVELIHOODS AND PLATFORMS WITH THE SOCIAL FOLLOWING TO SHIFT NORMS EFFECTIVELY. RARE IS THE LEADING BEHAVIOR CHANGE ORGANIZATION IN CONSERVATION AND SUSTAINABLE DEVELOPMENT. IN OUR MORE THAN FOUR DECADES OF WORK, RARE HAS LAUNCHED OVER 450 BEHAVIOR CHANGE CAMPAIGNS (KNOWN AS "PRIDE") IN MORE THAN 60 COUNTRIES, INSPIRING LOCAL COMMUNITIES TO ADOPT MORE SUSTAINABLE FISHING HABITS, END DEFORESTATION, PRESERVE HABITAT, AND SAVE SPECIES. PRIDE INCREASES AND ACCELERATES THE ADOPTION OF CONSERVATION SOLUTIONS - AND THE CHANGE LASTS. RARE'S PEOPLE-CENTERED, PARTICIPATORY APPROACH TO CONSERVATION EMPOWERS LOCAL LEADERS AND ELEVATES THE ROLE OF FISHERS, FARMERS, AND OTHER PEOPLE WHO DEPEND ON NATURE IN LOCAL DECISION-MAKING AND GOVERNANCE. THIS COMMUNITY-LED APPROACH IS BUOYED BY PARTNERSHIPS WITH OFFICIALS AT ALL LEVELS OF GOVERNMENT FROM MAYORS TO MINISTERS AND WITH PUBLIC AND PRIVATE INSTITUTIONS, UNIVERSITIES AND OTHER ORGANIZATIONS CAPABLE OF REMOVING BARRIERS AND PAVING THE WAY FOR ENDURING SOLUTIONS. RARE INSPIRES CHANGE SO PEOPLE AND NATURE THRIVE. USING INSIGHTS FROM BEHAVIORAL AND SOCIAL SCIENCE AND DESIGN THINKING, WE EMPOWER SHIFTS IN INDIVIDUAL AND COMMUNITY BEHAVIOR THAT BENEFIT PEOPLE AND NATURE AND ENSURE THAT CHANGE LASTS. AND WE TRAIN LOCAL LEADERS TO LEAD CHANGE, LEAVING A LEGACY OF INCREASED CAPACITY AND A SENSE OF OWNERSHIP, RESPONSIBILITY, AND PRIDE IN THE PROTECTION OF OUR SHARED ENVIRONMENT. TODAY, WE ARE MERGING DECADES OF EXPERIENCE FROM THE FRONTLINES OF CONSERVATION, STRONG GLOBAL PARTNERSHIPS, AND OUR EXPERTISE IN TRANSLATING BEHAVIORAL RESEARCH INTO ACTION TO BUILD THE SOCIAL, ECOLOGICAL AND POLITICAL NETWORKS TO SCALE OUR IMPACT ACROSS REGIONS, NATIONS, AND THE WORLD.
FORM 990, PART VI, SECTION A, LINE 4THE BYLAWS WERE UPDATED TO REFLECT A NEW POSITION CREATED FOR THE COMPANY PRESIDENT. THIS POSITION WAS SPLIT FROM THE CEO AND WAS GIVEN CERTAIN AUTHORITY FOR GOVERNANCE THAT IS OUTLINED IN THE UPDATED BYLAWS.
FORM 990, PART VI, SECTION B, LINE 11BTHE AUDIT COMMITTEE REVIEWS THE FORM 990. ALL BOARD MEMBERS ARE GIVEN A COPY OF THE FORM 990 BEFORE FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CUPON JOINING, STAFF AND BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT INDICATING THE CAPACITY IN WHICH YOU ARE SERVING THE ORGANIZATION, ANY AFFILIATIONS WITH RARE'S BUSINESS PARTNERS, OR ANY BENEFIT GAINED THROUGH A RARE BUSINESS TRANSACTION. DETAILED INFORMATION ON ANY SUCH POTENTIAL CONFLICT MUST BE FULLY DISCLOSED ON THE FORM. ANNUALLY, STAFF AND BOARD MEMBERS ARE REQUIRED TO PROVIDE ANY UPDATES.
FORM 990, PART VI, SECTION B, LINE 15ANNUALLY, RARE STAFF COMPILES MARKET COMPENSATION DATA FROM COMPENSATION SURVEYS. RARE HIRES AN EXTERNAL COMPENSATION FIRM TO REVIEW THE COMPENSATION OF THOSE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE WITH RESPECT TO RARE'S BUSINESS AFFAIRS. THE EXTERNAL COMPENSATION FIRM PROVIDES THE CEO, THE CHAIRPERSON OF THE BOARD AND THE FINANCE AND HR BOARD COMMITTEE WITH A REPORT THAT PROVIDES MARKET INFORMATION FOR EACH ROLE. THE FIRM ALSO PROVIDES AN OPINION ON THE REASONABLENESS OF THE CEO'S COMPENSATION. THE BOARD CHAIRPERSON AND THE FINANCE AND HR BOARD COMMITTEE MEETS WITH THE EXTERNAL COMPENSATION FIRM AND REVIEWS THE REPORT, INFORMATION, AND ANALYSIS. THE CEO REVIEWS THE COMPENSATION ADJUSTMENTS RECOMMENDED WITH THE FINANCE AND HR COMMITTEE. THE BOARD CHAIRPERSON AND THE FINANCE AND HR COMMITTEE DETERMINES A COMPENSATION ADJUSTMENT FOR THE CEO, BASED ON THE INFORMATION PROVIDED BY THE OUTSIDE FIRM, AS WELL AS THE CEO AND RARE'S BUSINESS PERFORMANCE FOR THE YEAR.
FORM 990, PART VI, SECTION C, LINE 19RARE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
FORM 990, PART IX, LINE 11GOTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 4,480,019. MANAGEMENT AND GENERAL EXPENSES 146,333. FUNDRAISING EXPENSES 200,278. TOTAL EXPENSES 4,826,630.
FORM 990, PART XII, LINE 2C:THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS.
FORM 990, PAGE 1, BOX B, AMENDED RETURN:AN AMENDED FORM 990 IS BEING FILED TO BREAK OUT GOVERNMENT CONTRIBUTIONS THAT WERE INADVERTENTLY MISSED WITH THE ORGINAL RETURN THAT WAS FILED. THE FOLLOWING AMENDMENTS WERE MADE TO THIS RETURN: PART VIII, LINE 1E WAS UPDATED. PART VIII, LINE 1F WAS UPDATED. SCHEDULE B, PART I WAS UPDATED.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
UNIQUE IMPACT
1310 NORTH COURTHOUSE ROAD STE 110ARLINGTONVA22201273509455IMPACT INVESTINGDE$0$294,144RARE
ASSOCIACAO RARE DO BRASIL
SOCIAL WELFARE, ENVIRONMENT, FISHERIES, FUNDRAISING$1,010,464$286,400RARERUA VISCONDE DE PIRAJA 177- SALA 8RIO DE JANEIROBR22410BR
RARE GERMANY GMBH
SOCIAL WELFARE, ENVIRONMENT, FISHERIES, FUNDRAISING$2,334$62,779RAREAN DER BUCHT 63BERLINGM10317GM
WUHAN HEZHONG ECOLOGICAL AGRICULTURE DEVELOPMENT CO LTD
WATER AND SOIL QUALITY IMPROVEMENTS$0$15,654UNIQUE IMPACT LLCNO 704 ZHONGSHAN AVENUE KAIDE POPJIANGHAN DISTRICTCHCH
THE MELOY FUND I GP LLC
1310 NORTH COURTHOUSE ROAD STE 110ARLINGTONVA22201824210549IMPACT INVESTINGDE$640,222$1,322,659RARE
RARE COLOMBIA
PRESERVATION OF WILDLIFE$380,928$73,064RARECARRERA 16 N 96 OF 410BOGOTA DCCOCO

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE MELOY FUND I LPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11310 N COURTHOUSE ROADAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22201ZIPCd
FieldValueIRS element (for citing)
EIN814201883EIN
Primary ActivitiesIMPACT INVESTINGPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1THE MELOY FUND I GP LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeRELATEDPredominantIncomeTypeTxt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing PartnerYes (1)GeneralOrManagingPartnerInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd