2025-11-14T14:55:56-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2024-01-01 932830316 REWIRING AMERICA REWI 2025052072 6218 GEORGIA AVENUE NW SUITE 1 WASHINGTON DC 20011 ARI MATUSIAK PRESIDENT & CEO 2025052072 2025-11-14 1 0 ROBERT WILLIAMS P01345960 5712279500 2025-11-14 2024 2025-03-06 01:10:19Z ARI MATUSIAK 6218 GEORGIA AVENUE NW SUITE 1 WASHINGTON DC 20011 37624309 0 X WWW.REWIRINGAMERICA.ORG X 2023 DE REWIRING AMERICA, INC. AND ITS AFFILIATE REWIRING COMMUNITY INVESTMENT FUND, INC. ARE THE LEADING NONPROFIT WORKING TO SAVE EVERY AMERICAN MONEY ON THEIR ENERGY COSTS THROUGH HOUSEHOLD ENERGY EFFICIENCY AND SIMPLE UPGRADES TO MODERN APPLIANCES FROM OLD AND WASTEFUL ONES. WITH A FOCUS ON COMMUNITY MOBILIZATION AND MARKET-BUILDING FOR MODERN, AFFORDABLE AND CLEAN TECHNOLOGIES, COUPLED WITH THOUGHT LEADERSHIP AND ADVOCACY FOR SMARTER ENERGY POLICIES, WE AIM TO IMPROVE ACCESS SO EVERY HOUSEHOLD CAN CHOOSE AFFORDABLE, ENERGY-EFFICIENT LIVING. WE TELL THE STORIES OF IMPROVED LIVES, CRUNCH THE DATA TO SAVE CONSUMERS THE MOST MONEY POSSIBLE, ENABLE HOME UPGRADES, TURN NEIGHBORS INTO UNITED BUYERS LOWERING COSTS FOR EVERYONE, AND ADVOCATE FOR POLICIES THAT CREATE BETTER ECONOMIC OUTCOMES FOR HOUSEHOLDS AND COMMUNITIES, WHILE REDUCING POLLUTION IN THE AIR OUR FAMILIES BREATHE. 7 6 122 6 0 0 621317 37526157 0 0 0 98152 0 0 621317 37624309 0 7378684 0 0 0 12259862 0 0 628877 267503 3065770 267503 22704316 353814 14919993 621314 17408127 267500 2755634 353814 14652493 X REWIRING AMERICA, INC. AND ITS AFFILIATE REWIRING COMMUNITY INVESTMENT FUND, INC. ARE THE LEADING NONPROFIT WORKING TO SAVE EVERY AMERICAN MONEY ON THEIR ENERGY COSTS THROUGH HOUSEHOLD ENERGY EFFICIENCY AND SIMPLE UPGRADES TO MODERN APPLIANCES FROM OLD AND WASTEFUL ONES. WITH A FOCUS ON COMMUNITY MOBILIZATION AND MARKET-BUILDING FOR MODERN, AFFORDABLE AND CLEAN TECHNOLOGIES, COUPLED WITH THOUGHT LEADERSHIP AND ADVOCACY FOR SMARTER ENERGY POLICIES, WE AIM TO IMPROVE ACCESS SO EVERY HOUSEHOLD CAN CHOOSE AFFORDABLE, ENERGY-EFFICIENT LIVING. WE TELL THE STORIES OF IMPROVED LIVES, CRUNCH THE DATA TO SAVE CONSUMERS THE MOST MONEY POSSIBLE, ENABLE HOME UPGRADES, TURN NEIGHBORS INTO UNITED BUYERS LOWERING COSTS FOR EVERYONE, AND ADVOCATE FOR POLICIES THAT CREATE BETTER ECONOMIC OUTCOMES FOR HOUSEHOLDS AND COMMUNITIES, WHILE REDUCING POLLUTION IN THE AIR OUR FAMILIES BREATHE. 0 0 17060977 7378684 REWIRING AMERICA, INC. AND ITS AFFILIATE REWIRING COMMUNITY INVESTMENT FUND, INC. (RCIF) ADVANCED THEIR MISSION TO LOWER AMERICAN'S ENERGY COSTS BY ACCELERATING ENERGY EFFICIENCY UPGRADES AND EXPANDING CONSUMER EDUCATION AND RESOURCES TO SUPPORT HOUSEHOLDS LOOKING TO PURSUE THOSE IMPROVEMENTS; STRENGTHENING PARTNERSHIPS AND COLLABORATION WITH NATIONAL, REGIONAL, AND LOCAL COMMUNITY-BASED ORGANIZATIONS; AND DEVELOPING PROGRAMS AND INITIATIVES WITH MANUFACTURERS, DISTRIBUTORS, AND LOCAL CONTRACTORS AND INSTALLERS TO HELP LOWER UPFRONT COSTS AND ENERGY BILLS FOR HOUSEHOLDS.DEVELOPED CONSUMER EDUCATION TOOLS AND RESOURCESTHE ORGANIZATION AND ITS AFFILIATE RCIF PRODUCED DIGITAL TOOLS LEVERAGED BY OVER 200,000 HOUSEHOLD USERS, ENABLING HOMEOWNERS TO PLAN FOR ENERGY EFFICIENCY UPGRADES WHILE TAKING ADVANTAGE OF AVAILABLE PUBLIC COST-REDUCTION INCENTIVES AND REBATES. THOSE TOOLS INCLUDED AN INCENTIVE CALCULATOR, A PERSONAL PLANNER TOOL, AND A SAVINGS IDENTIFICATION TOOL. THE ORGANIZATION AND ITS AFFILIATE RCIF LAUNCHED CONSUMER ENGAGEMENT CAMPAIGNS TO CONNECT RESIDENTS WITH THESE TOOLS, AND ADMINISTERED NATIONALLY-AVAILABLE EDUCATION AND TRAINING THROUGH WHY ELECTRIFY COURSES AND WORKSHOPS. STRENGTHENED COMMUNITY-BASED AND STATE PARTNERSHIPS THE ORGANIZATION AND ITS AFFILIATE RCIF DELIVERED THE COACHES PROGRAM, A FREE, FOUR-WEEK TRAINING AND HOME ENERGY EFFICIENCY UPGRADE PROGRAM. THE ORGANIZATION TRAINED 990 COACHES AND ENABLED THE CREATION OF PEER COACHING GROUPS.THE ORGANIZATION PARTNERED WITH LOCAL COMMUNITY ORGANIZATIONS AND WORKFORCE PARTNERS ON PHILANTHROPICALLY-SUPPORTED COMMUNITY DEMONSTRATION PROJECTS IN FIVE LOCATIONS, SUPPORTING COMMUNITIES THAT HAD BEEN LEFT BEHIND WITH HOME ENERGY EFFICIENCY INSTALLATIONS THAT CAN DRIVE DOWN ONGOING COSTS THROUGH EFFICIENT APPLIANCES, WEATHERIZATION, AND OTHER EFFICIENCY REMEDIATION UPGRADES.THE ORGANIZATION PROVIDED FREE TECHNICAL ANALYSES TO STATE AND LOCAL GOVERNMENTS TO AID THEM IN APPLYING FOR FUNDING TO HELP THEIR CONSTITUENTS ACCESS ENERGY EFFICIENCY UPGRADES. ADDITIONALLY, THE ORGANIZATION PROVIDED FREE TECHNICAL ANALYSES TO PARTNER ORGANIZATIONS IN ORDER TO DELIVER LOWER ENERGY BILLS FOR HOUSEHOLDS THROUGH BETTER DESIGNED UTILITY PROGRAMS AND CUSTOMER RATES. RESEARCH AND DATA ANALYSISTHE ORGANIZATION PUBLISHED MULTIPLE REPORTS AND EDUCATIONAL TOOLS, INCLUDING A "MACHINE COUNTER" SHOWING A REAL-TIME ESTIMATE OF THE NUMBER OF MODERNIZED MACHINES INSTALLED IN AMERICAN HOUSEHOLDS, MAJOR RESEARCH REPORTS ON THE HEALTH BENEFITS OF UPGRADED HOMES AND THE JOBS POTENTIAL OF WIDESPREAD ENERGY EFFICIENCY UPGRADES, AS WELL AS ADDITIONAL DATA, REPORTS AND FACT SHEETS ON THE AVAILABLE INCENTIVES, AND GUIDES TO HOME ENERGY EFFICIENCY UPGRADES. LAUNCHED PRIVATE SECTOR PARTNERSHIPS TO LOWER COSTS THE ORGANIZATION AND ITS AFFILIATE RCIF ISSUED RFPS AND NEGOTIATED PARTNERSHIPS WITH BOTH ORIGINAL EQUIPMENT MANUFACTURERS TO LOWER EQUIPMENT AND LABOR COSTS, AND WITH FINANCIAL INSTITUTIONS TO DESIGN LENDING PROGRAMS TO MAKE UPGRADES MORE AFFORDABLE FOR AMERICAN HOUSEHOLDS. THE ORGANIZATION FACILITATED INDUSTRY COLLABORATION THROUGH THE LAUNCH OF A WORKING GROUP DEDICATED TO SOURCING, STRUCTURING AND MAINTAINING A COMPREHENSIVE, FREE AND OPEN DATA SET OF ENERGY EFFICIENCY INCENTIVES AND REBATES AVAILABLE TO HOUSEHOLDS. 17060977 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 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 1 1 0 0 0 1 64 0 122 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL CA CO CT DC DE IL KY MA MD ME MN NJ NM OK OR RI SC TX VA WA WV X MIRZETA MEHULJIC 2025052072 6218 GEORGIA AVENUE NW SUITE 1 WASHINGTON DC 20011 ARI MATUSIAK FOUNDER, PRESIDENT, CEO 39.50 0.50 X X 482545 0 36627 ALEXANDER LASKEY FOUNDER, CHAIR 1.50 0.50 X X 0 0 0 ASHLEY ANDERSON BOARD MEMBER 2.00 0.00 X 0 0 0 ABIGAIL DILLEN BOARD MEMBER 2.00 0.00 X 0 0 0 LAURENT DESMANGLES BOARD MEMBER 2.00 0.00 X 0 0 0 SRIDHAR SOLUR BOARD MEMBER 2.00 0.00 X 0 0 0 SAMUEL ADEYEMO BOARD MEMBER 2.00 0.00 X 0 0 0 MARJAN MASHHADI SECRETARY, GENERAL COUNSEL 39.50 0.50 X 139195 0 24752 TONY CURNES TREASURER 1.50 0.50 X 0 0 0 AIMEE WITTEMAN VP, NETWORK 40.00 0.00 X 143912 0 19165 CAMMIE CROFT VP STRATEGIC OPERATIONS 39.50 0.50 X 142530 0 24752 TOM MERCER VP PRODUCT 40.00 0.00 X 139445 0 24596 TOM CARDEN VP ENGINEERING 40.00 0.00 X 135030 0 24284 NICOLE STAPLE VP GROWTH 40.00 0.00 X 135031 0 14175 1317688 0 168351 14 0 1 0 BDO USA PC 5300 PATTERSON AVE SE SUITE 100 GRAND RAPIDS MI 49512 ACCOUNTING ADVISORY & OUTSOURCING 373907 1440 MULTIVERSITY 800 BETHANY DRIVE SCOTTS VALLEY CA 95066 GROUP LEARNING PROGRAM VENUE 201696 TIMOTHY J MAYOPOULOS 110000 BROKEN LAND PARKWAY COLUMBIA MD 21044 CONSULTING SERVICES 181121 VENABLE LLP 750 E PRATT STREET SUITE 900 BALTIMORE MD 21202 LEGAL SERVICES 124210 4 37526157 37526157 98152 98152 37624309 0 0 98152 7378684 7378684 831014 639881 157892 33241 8415907 6545464 1573214 297229 485492 380503 85643 19346 1827220 1430755 323637 72828 700229 543257 131630 25342 1474316 1474316 853066 853066 8400 8400 137176 137176 2345685 2114713 91797 139175 1450057 1445936 4121 99366 38672 54878 5816 580077 317244 262412 421 714929 559845 121605 33479 133851 22477 111374 1380 1380 -5028252 -4577616 -450636 118649 118649 177070 83986 91084 2000 22704316 17060977 5014462 628877 621314 6080243 5000000 1153560 146072 0 5028252 621314 17408127 267500 1721846 0 1033788 267500 2755634 X 353814 3607664 11044829 353814 14652493 621314 17408127 14919993 -621314 0 X 0 1 X 1 1 1 X 621317 37526157 38147474 621317 37526157 38147474 17660678 20486796 98152 98152 38245626 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3637 133539 137176 22567140 22704316 1000000 250000 0 0 1000000 1000000 1500000 137176 137176 250000 250000 375000 3637 3637 0 DUE FROM RELATED ORGANIZATION 5028252 5028252 OTHER LIABILITIES 1033788 1033788 1 WINDWARD FOUNDATION 1828 L STREET NW SUITE 300-C WASHINGTON DC 20036 473522162 501(C)(3) 7378683 0 N/A N/A SETTLE OUTSTANDING COSTS IN CONNECTION WITH THE TERMINATION OF OUR FISCAL SPONSORSHIP AGREEMENT. 1 0 PART I, LINE 2: REWIRING AMERICA, INC. EXECUTES FORMAL AGREEMENTS WITH GRANTEES OUTLINING THE GRANT PERIOD, OBJECTIVES, DELIVERABLES, REPORTING REQUIREMENTS, PAYMENT SCHEDULES, AND ADDITIONAL REQUIREMENTS REGARDING USE OF FUNDS. X X X X X 0 0 0 0 0 0 0 0 0 ARI MATUSIAK FOUNDER, PRESIDENT, CEO 320908 0 150000 0 11637 0 20781 0 15846 0 519172 0 0 0 CAMMIE CROFT VP STRATEGIC OPERATIONS 132391 0 0 0 10139 0 8906 0 15846 0 167282 0 0 0 TOM MERCER VP PRODUCT 134545 0 0 0 4900 0 8750 0 15846 0 164041 0 0 0 MARJAN MASHHADI SECRETARY, GENERAL COUNSEL 139195 0 0 0 0 0 8906 0 15846 0 163947 0 0 0 AIMEE WITTEMAN VP, NETWORK 136879 0 4583 0 2450 0 8700 0 10465 0 163077 0 0 0 TOM CARDEN VP ENGINEERING 126910 0 0 0 8120 0 8438 0 15846 0 159314 0 0 0 PART I, LINE 3 THE CONFLICTS COMMITTEE OF THE BOARD HAS THE DUTY TO REVIEW AND PROVIDE RECOMMENDATIONS TO THE BOARD REGARDING THE COMPENSATION PAID TO THE CEO AND PRESIDENT BY THE CORPORATION; SUCH COMPENSATION AND ASSOCIATED EMPLOYMENT AGREEMENT SHALL BE APPROVED BY THE AFFIRMATIVE VOTE OF THE MAJORITY OF INDEPENDENT DIRECTORS OF THE CORPORATION. IN ACCORDANCE WITH THIS CHARTER OBLIGATION, THE COMMITTEE RETAINED INDEPENDENT THIRD-PARTY COMPENSATION EXPERTS TO REVIEW COMPARABLE MARKET DATA AND RECOMMEND A COMPENSATION PACKAGE AND EMPLOYMENT AGREEMENT FOR BOARD REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE DEPARTMENT. A DRAFT FORM 990 IS REVIEWED BY MANAGEMENT FOR COMPLETENESS AND ACCURACY; A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH COVERS ALL OFFICERS, BOARD MEMBERS, AND KEY EMPLOYEES ("INTERESTED PERSONS"). EACH INTERESTED PERSON MUST COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT EACH YEAR TO DISCLOSE ANY INTERESTS REQUIRED TO BE DISCLOSED UNDER THE CONFLICT OF INTEREST POLICY. UNDER THE CONFLICT OF INTEREST POLICY, EACH INTERESTED PERSON SHALL PROMPTLY DISCLOSE TO THE BOARD, OR TO A COMMITTEE DESIGNATED BY THE BOARD TO MANAGE CONFLICTS OF INTEREST, ALL MATERIAL FACTS REGARDING AN INTEREST IN ANY TRANSACTION THAT MAY CAUSE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE CONFLICTS COMMITTEE OF THE BOARD HAS THE DUTY TO REVIEW AND PROVIDE RECOMMENDATIONS TO THE BOARD REGARDING THE COMPENSATION PAID TO THE CEO AND PRESIDENT BY THE CORPORATION; SUCH COMPENSATION AND ASSOCIATED EMPLOYMENT AGREEMENT SHALL BE APPROVED BY THE AFFIRMATIVE VOTE OF THE MAJORITY OF INDEPENDENT DIRECTORS OF THE CORPORATION. IN ACCORDANCE WITH THIS CHARTER OBLIGATION, THE COMMITTEE RETAINED INDEPENDENT THIRD-PARTY COMPENSATION EXPERTS TO REVIEW COMPARABLE MARKET DATA AND RECOMMEND A COMPENSATION PACKAGE AND EMPLOYMENT AGREEMENT FOR BOARD REVIEW AND APPROVAL. PRIOR TO HIRE, EACH POSITION IS ALIGNED TO AN INTERNAL JOB LEVEL AND CORRESPONDING SALARY BAND, WHICH IS BASED ON INDEPENDENT THIRD-PARTY MARKET COMPARABILITY DATA. COMPENSATION IS DETERMINED BASED ON RELEVANT EXPERIENCE, SKILLS, AND OTHER ROLE-SPECIFIC QUALIFICATIONS. COMPENSATION BANDS FOR KEY EMPLOYEES WERE DETERMINED PRIOR TO JULY 1, 2024, BY THE ADVISORY BOARD OF REWIRING AMERICA'S FISCAL SPONSOR. REWIRING AMERICA WAS UNDER FISCAL SPONSORSHIP UNTIL ITS EMPLOYEES AND OPERATIONS WERE SPUN OUT ON JULY 1, 2024 (NOTE THAT THE CLOSE OUT OF CERTAIN OPERATIONS CONTINUED THROUGH AUGUST 14, 2024). FROM THAT DAY ONWARD, REWIRING AMERICA, INC. HAS OPERATED AS AN INDEPENDENT ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS MAY BE MADE AVAILABLE UPON REQUEST. REWIRING COMMUNITY INVESTMENT FUND INC 6218 GEORGIA AVE NW SUITE 1 WASHINGTON DC 20011 933604596 DE 501(C)(3) 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0