2025-11-17T11:20:52-06:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2024-01-01 854146520 WE MEAN BUSINESS COALITION INC WEME 7868775599 1178 BROADWAY 3RD FLOOR SUITE 325 NEW YORK NY 100015404 MINDY LUBBER TREASURER 7868775599 2025-11-17 1 1 EVA MRUK P00543254 9143818900 2025-11-07 2024 2025-03-06 01:10:19Z DR MARIA MENDILUCE 1178 BROADWAY 3RD FLOOR SUITE 325 NEW YORK NY 100015404 15214542 0 X WWW.WEMEANBUSINESSCOALITION.ORG X 2020 DE THROUGH UNPRECEDENTED COLLABORATION, WE CATALYZE BUSINESS ACTION AND DRIVE AMBITIOUS POLICY TO HALVE EMISSIONS BY 2030 AND ACCELERATE AN INCLUSIVE TRANSITION TO A NET-ZERO ECONOMY BY 2050, AT THE LATEST. 14 14 19 14 0 0 19827141 15132733 0 0 0 3757 9849 78052 19836990 15214542 7498738 8390212 0 0 7264399 5723445 0 0 569969 4502244 4492199 19265381 18605856 571609 -3391314 25264513 21819433 8602869 8860826 16661644 12958607 X THROUGH UNPRECEDENTED COLLABORATION, WE CATALYZE BUSINESS ACTION AND DRIVE AMBITIOUS POLICY TO HALVE EMISSIONS BY 2030 AND ACCELERATE AN INCLUSIVE TRANSITION TO A NET-ZERO ECONOMY BY 2050, AT THE LATEST. 0 0 8390212 8390212 0 GRANTS AND PARTNER WORKWE MEAN BUSINESS COALITION RECEIVES AND DISBURSES GRANT SUPPORT FROM OUR FUNDERS TO THE GRANTEES. THROUGHOUT THE FULL PROCESS OF GRANTING FUNDS, THE WMBC WORKS VERY CLOSELY WITH EACH STAKEHOLDER COMMUNITY TO EXECUTE THE COALITION'S STRATEGY - THE BOARD OF DIRECTORS, REGRANTS COMMITTEE, AND GRANTEES. 1841919 0 0 COMMUNICATIONSTHE WMBC COMMUNICATIONS TEAM WORKS WITH A GRANTEES TO FOCUS ON THE DELIVERY OF THE COALITION COMMUNICATIONS STRATEGY, INCLUDING SHIFTING THE NARRATIVE ON BUSINESS AND CLIMATE CHANGE TO TELL INSPIRING STORIES OF SYSTEMS CHANGE, DELIVERING POWERFUL MESSAGES FROM BUSINESS TO POLICYMAKERS TO BOLSTER CLIMATE POLICY IN PRIORITY GEOGRAPHIES, AND SUPPORTING THE STRENGTHENING OF WHAT CORPORATE CLIMATE LEADERSHIP MEANS. 1316004 0 SME CLIMATE HUBTHE SME CLIMATE HUB (SME CH) IS A GLOBAL INITIATIVE OF THE WE MEAN BUSINESS COALITION, IN PARTNERSHIP WITH THE EXPONENTIAL ROADMAP INITIATIVE AND THE UN HIGH-LEVEL CHAMPIONS RACE TO ZERO CAMPAIGN, THAT HELPS SMALL AND MEDIUM-SIZED ENTERPRISES (SMES) - THOSE WITH LESS THAN 500 EMPLOYEES - TO MAKE A CLIMATE COMMITMENT, TAKE ACTION, AND MEASURE THEIR PROGRESS TOWARDS EMISSIONS REDUCTIONS. ALL TOOLS AND RESOURCES ON THE SME CLIMATE HUB ARE FREE AND SPECIFICALLY EQUIP THE SME COMMUNITY TO TAKE CLIMATE ACTION. THE INITIATIVE IS ALSO THE KEY ENTRY POINT FOR SMES TO JOIN THE RACE TO ZERO CAMPAIGN - AN INTERNATIONAL CAMPAIGN THAT BRINGS TOGETHER AN UNPRECEDENTED COALITION OF REAL ECONOMY ACTORS AND 120 GOVERNMENTS COMMITTED TO ACHIEVE NET-ZERO EMISSIONS BY NO LATER THAN 2050. 1060875 0 0 PAVILION AND EVENTSTHE BUSINESS PAVILION AND GLOBAL EVENTS PROGRAM BY THE WE MEAN BUSINESS COALITION PROVIDES A HIGH-IMPACT PLATFORM FOR COMPANIES AND PARTNERS TO SHOWCASE CLIMATE LEADERSHIP, SHARE SOLUTIONS, AND DRIVE COLLABORATION AT MAJOR INTERNATIONAL FORUMS SUCH AS COP AND CLIMATE WEEK NYC. THE PROGRAM HAS SUCCESSFULLY CONVENED THOUSANDS OF BUSINESS AND POLICY LEADERS, AMPLIFYING CORPORATE CLIMATE COMMITMENTS AND ACCELERATING MOMENTUM TOWARD A NET ZERO, RESILIENT GLOBAL ECONOMY. 1040352 0 0 NET ZEROWMBC WORKS TO TO DRIVE BUSINESS MOBILIZATION BEHIND 1.5C AND NET ZERO AND MOVING FROM AMBITION TO ACTION. PROGRAMS TO DRIVE BUSINESS MOBILIZATION INCLUDE SBTI, THE CLIMATE PLEDGE, AND SME CLIMATE HUB. 857796 0 0 SYSTEMS TRANSFORMATIONTHE COALITION HAS CREATED SYSTEMS-BASED TRANSFORMATION TEAMS TO BRING PARTNER AND WMBC SECRETARIAT STAFF TOGETHER TO FOCUS ON TRANSFORMATION OF SPECIFIC MARKET SYSTEMS. THE PURPOSE OF THE TRANSFORMATION TEAM'S IS TO CO-CREATE AND CO-DELIVER ON OUR SHARED STRATEGY AND ACCELERATE RADICAL COLLABORATION THROUGHOUT THE WMB COALITION. THE TEAMS ARE IMPACT FOCUSED, LEVERAGING OUR EXISTING STRENGTHS TO CREATE AN ALIGNED ECOSYSTEM TO ACHIEVE BOLD SYSTEMS TRANSFORMATION. THROUGH THE TEAMS, WE SHARE IDEAS AND KNOWLEDGE, FOSTER GREATER CONNECTIVITY AND COLLABORATION, AND IDENTIFY AND ADVANCE ON SHARED PROGRAMMATIC WORK FOR GREATER IMPACT.BY COORDINATING WORK ON CORPORATE ENGAGEMENT, ACTION, POLICY AND COMMUNICATIONS WITHIN SYSTEMS, THE TEAMS SEEK TO ENHANCE THE COALITION'S ABILITY TO DEVELOP AND IMPLEMENT STRATEGIES THAT WILL ACHIEVE "NORTH STAR" GOALS FOR EACH SYSTEM. 1630712 0 0 OTHER PROGRAMS: SCIENCE BASED TARGET INITIATIVES, POLICY, AND NATURE 4589735 0 0 16137870 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 1 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 X 27 0 19 1 0 1 UK 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 NY X X VANESSA SALINAS 7868775599 1178 BROADWAY 3RD FLOOR SUITE 325 NEW YORK NY 100015404 X SIR IAN CHESHIRE CHAIR 7.00 X X 0 0 0 DR CELINE HERWEIJER VICE CHAIR 7.00 X X 0 0 0 MINDY LUBBER TREASURER 5.00 X X 0 0 0 PETER BAKKER DIRECTOR 5.00 X 0 0 0 HELEN CLARKSON DIRECTOR 5.00 X 0 0 0 ARON CRAMER DIRECTOR 5.00 X 0 0 0 AMBASSADOR PATRICIA ESPINOSA DIRECTOR 5.00 X 0 0 0 DR STEVE HOWARD DIRECTOR 5.00 X 0 0 0 SHERRY MADERA DIRECTOR 5.00 X 0 0 0 ROBERTO MARQUES DIRECTOR 5.00 X 0 0 0 LEAH SELIGMANN DIRECTOR 5.00 X 0 0 0 SUPRIYA SEN DIRECTOR 5.00 X 0 0 0 HALLA TOMASDOTTIR DIRECTOR 5.00 X 0 0 0 ELIOT WHITTINGTON DIRECTOR 5.00 X 0 0 0 DR MARIA MENDILUCE CEO 40.00 X 497497 0 26449 VANESSA SALINAS DIRECTOR, FINANCE 40.00 X 142197 0 51167 ANDREW PRAG MANAGING DIRECTOR, POLICY 40.00 X 260812 0 13764 RASMUS VALANKO MANAGING DIRECTOR, SYSTEMS TRANSFORMATION 40.00 X 264665 0 0 JENNY AHLEN MANAGING DIRECTOR OF NET ZERO 40.00 X 177540 0 55203 STEVEN CASEY DEPUTY DIRECTOR, GRANTS 40.00 X 176700 0 46885 KRISTEN KING DEPUTY DIRECTOR, COMMUNICATIONS 40.00 X 166200 0 28395 JANE JAGD DIRECTOR, NET ZERO FINANCE 40.00 X 156873 0 15811 JOSH HARRIS DIRECTOR, COMMUNICATIONS & 40.00 X 139244 0 7744 LUKE PRITCHARD DIRECTOR, BEYOND ALLIANCE 40.00 X 132870 0 42825 2114598 0 288243 17 0 1 1 SERIOUSFUN AB ANDERS MOLLARES VAG 16A BJARRED SW WEBSITE DEVELOPMENT & MAINTENANCE SERVIC 170428 JENNIFER DUES CALLE DEL OLIVAR 12 MADRID SP IMPACT & REPORTING PROGRAM SERVICES 147859 TELEION LLC 1000 DEXTER AVE N STE 520 SEATTLE WA 98109 CLIMATE DRIVE PROGRAM SERVICES 132788 HOEVEL & ASSOCIATES LTD (MARCHMONT COMMU 2D ST MARKS RISE LONDON UK COMMUNICATIONS SERVICES 117511 VENABLE LLP 750 EAST PRATT STREET BALTIMORE MD 21202 LEGAL SERVICES 100354 5 210880 14921853 15132733 3757 3757 REIMBURSEMENT 900099 70535 70535 REFUND/REBATE 900099 7517 7517 78052 15214542 0 0 81809 X 1689876 1689876 6700336 6700336 690772 497408 193364 36270 36270 3817730 3135957 432526 249247 110634 89127 11017 10490 249062 167838 73318 7906 818977 712226 78785 27966 161717 161717 73987 73987 2433025 1876077 315715 241233 30369 30369 54651 7792 45862 997 59506 48287 8365 2854 147674 29820 110849 7005 536664 372963 154678 9023 3228 728 2500 12819 479 12340 EVENT EXPENSES 666195 643714 22481 DUES AND SUBSCRIPTIONS 280268 114376 156241 9651 TRAINING 26645 19244 3804 3597 OTHER DIRECT OPERATING 5451 1253 4198 18605856 16137870 1898017 569969 21031635 19543002 0 521411 3453027 1297406 21998 109392 757853 348222 25264513 21819433 501770 723564 8101099 8137262 8602869 8860826 X 4657315 4775999 12004329 8182608 16661644 12958607 25264513 21819433 X -3391314 -311723 X X 0 1 X 1 0 X 0 31828485 21504229 19534019 15132733 87999466 0 31828485 21504229 19534019 15132733 87999466 66527472 21471994 9849 78052 87901 88087367 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REFUND/REBATE - 2023 AMOUNT: $ 9,849. 2024 AMOUNT: $ 7,517. REIMBURSEMENT - 2024 AMOUNT: $ 70,535. PART II, SHORT YEAR EXPLANATION: 2020 WAS A SHORT-YEAR END FROM DECEMBER 2, 2020 - DECEMBER 31, 2020. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 14956420 1580000 1580000 13376420 1838122 1838122 15214542 18662632 1636776 1636776 17025856 1580000 1580000 18605856 PART X, LINE 2: WMBC RECOGNIZES THE EFFECT OF TAX POSITIONS WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT IS NOT AWARE OF ANY VIOLATIONS OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAX, NOR OF ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX THAT WOULD REQUIRE DISCLOSURE AND/OR RECOGNITION IN THE FINANCIAL STATEMENTS. PERIODS SINCE 2021 REMAIN OPEN TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE ATTRIBUTED TO RELATED ENTITY PER CONSOLIDATED FINANCIAL STATEMENTS 1,580,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS ON CONSOLIDATED FINANCIAL STATEMENTS 1,580,000. WRITE-OFF OF UNCOLLECTIBLE CONTRIBUTIONS 258,122. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES ATTRIBUTED TO RELATED ENTITY PER CONSOLIDATED FINANCIAL STATEMENTS 1,583,175. WRITE-OFF OF UNCOLLECTIBLE CONTRIBUTIONS 35,000. RETURN OF UNSPENT GRANT FUNDS 18,601. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS ON CONSOLIDATED FINANCIAL STATEMENTS 1,580,000. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 1 PROGRAM SERVICES NET ZERO 25631 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES NET ZERO 39258 EUROPE 0 23 PROGRAM SERVICES SYSTEM TRANSFORMATION, POLICY, NET ZERO 4031687 EUROPE 0 6 PROGRAM SERVICES COMMUNICATION 1112216 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES UN CLIMATE CONFERENCE EVENT 561455 NORTH AMERICA 0 0 PROGRAM SERVICES COMMUNICATION 24800 SOUTH AMERICA 0 1 PROGRAM SERVICES NET ZERO 64391 SOUTH ASIA 0 0 PROGRAM SERVICES COMMUNICATION, POLICY, NET ZERO 112396 SUB-SAHARAN AFRICA 0 2 PROGRAM SERVICES NET ZERO 18229 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 335000 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 5445336 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 750000 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 50000 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 120000 0 32 0 2 0 34 5971834 6718565 12690399 EAST ASIA AND THE PACIFIC GRANT FOR PROJECT SUPPORT 160000 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC GRANT FOR PROJECT SUPPORT 125000 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC GRANT FOR PROJECT SUPPORT 50000 WIRE TRANSFER 0 EUROPE GRANT FOR PROJECT SUPPORT 1600000 WIRE TRANSFER 0 EUROPE GRANT FOR PROJECT SUPPORT 1580000 WIRE TRANSFER 0 EUROPE GRANT FOR PROJECT SUPPORT 899718 WIRE TRANSFER 0 EUROPE GRANT FOR PROJECT SUPPORT 498353 WIRE TRANSFER 0 EUROPE GRANT FOR PROJECT SUPPORT 400000 WIRE TRANSFER 0 EUROPE GRANT FOR PROJECT SUPPORT 228359 WIRE TRANSFER 0 EUROPE GRANT FOR PROJECT SUPPORT 200000 WIRE TRANSFER 0 EUROPE GRANT FOR GENERAL SUPPORT 38906 WIRE TRANSFER 0 NORTH AMERICA GRANT FOR PROJECT SUPPORT 750000 WIRE TRANSFER 0 SOUTH ASIA GRANT FOR PROJECT SUPPORT 50000 WIRE TRANSFER 0 SUB-SAHARAN AFRICA GRANT FOR PROJECT SUPPORT 120000 WIRE TRANSFER 0 14 0 0 0 0 0 0 0 PART I, LINE 2: WE MEAN BUSINESS COALITION INC. PROGRAM STAFF CONDUCT DUE DILIGENCE ON PROSPECTIVE GRANTEES TO ASSESS THEIR PAST PERFORMANCE AND FIT WITHIN THE BROADER WE MEAN BUSINESS COALITION INC. GRANTS PORTFOLIO. ALL ORGANIZATIONS ARE REQUIRED TO SUBMIT A GRANT NARRATIVE PROPOSAL AND BUDGET, ALONG WITH OTHER DUE DILIGENCE DOCUMENTATION, SUCH AS THE ANNUAL ORGANIZATION BUDGET, PRIOR YEAR AUDITED FINANCIAL STATEMENTS, TAX STATUS DOCUMENTATION, BOARD OF DIRECTORS LIST, AND KEY STAFF MEMBERS. PROPOSALS ARE EVALUATED BASED ON THEIR PROJECTED OUTCOMES AND ALIGNMENT WITH THE WE MEAN BUSINESS COALITION INC.'S MISSION AND GRANTMAKING STRATEGY. PREVIOUSLY, THE COALITION RELIED ON AN INDEPENDENT ADVISORY COMMITTEE TO EVALUATE PROPOSALS, WITH A BOARD SUBCOMMITTEE RESPONSIBLE FOR APPROVING RECOMMENDATIONS. AS INTERNAL GRANT REVIEW CAPACITIES INCREASED, THE INDEPENDENT ADVISORY COMMITTEE WAS PHASED OUT. STAFF AND THE MANAGEMENT TEAM NOW EVALUATE PROPOSALS AND PROVIDE RECOMMENDATIONS TO A BOARD SUBCOMMITTEE FOR APPROVAL. GRANTEES ARE REQUIRED TO SIGN AND RETURN A GRANT AGREEMENT, WHICH STIPULATES THAT ALL FUNDS MUST BE SPENT ON THE CHARITABLE PURPOSES OUTLINED IN THE PROPOSAL. GRANTEES MUST REFRAIN FROM PARTICIPATING IN ANY PROHIBITED ACTIVITIES LISTED IN THE GRANT AGREEMENT AND MUST COMPLY WITH ALL LOCAL LAWS AND REGULATIONS. DEPENDING ON THE GRANT'S DOLLAR THRESHOLD, APPROVAL IS GRANTED EITHER BY AN INTERNAL WE MEAN BUSINESS COALITION GRANTS COMMITTEE OR BY THE BOARD REGRANTS SUBCOMMITTEE. WE MEAN BUSINESS COALITION PROGRAM STAFF REVIEW NARRATIVE AND FINANCIAL REPORTS TO ENSURE THAT THE FUNDS ARE SPENT ON CHARITABLE PURPOSES AND WITHIN THE SCOPE OF THE GRANT RESTRICTIONS. GRANTEES ARE ALSO EXPECTED TO SUBMIT AT LEAST A MIDYEAR, ANNUAL, OR FINAL REPORT, DEPENDING ON THE GRANT'S TERM. THESE REPORTS CONSIST OF STANDARDIZED QUESTIONS APPLICABLE TO ALL GRANTEES, WHILE ALSO ALLOWING FOR AGGREGATED REPORTING BACK TO OUR FUNDERS. THE GRANT REPORTING DEADLINES ARE PROVIDED IN THE GRANT AGREEMENT, AND GRANTEES RECEIVE AUTOMATED REMINDERS BOTH BEFORE AND AFTER THE DUE DATE. PART I, LINE 3: THE METHOD USED TO ACCOUNT FOR EXPENDITURES IS BASED ON THE ACCRUAL BASIS. 1 B TEAM HEADQUARTERS INC 65 BLEECKER STREET NEW YORK NY 10012 461860634 501(C)(3) 300000 0 GRANT FOR PROJECT SUPPORT BUSINESS FOR SOCIAL RESPONSIBILITY 220 MONTGOMERY STREET FL 17 SAN FRANCISCO CA 94104 521764268 501(C)(3) 275000 0 GRANT FOR PROJECT SUPPORT CALSTART INC 48 S CHESTER AVENUE PASADENA CA 91106 954375022 501(C)(3) 200000 0 GRANT FOR PROJECT SUPPORT CE BUYERS INSTITUTE 1425 K ST NW STE 1110 WASHINGTON DC 20005 842207299 501(C)(3) 150000 0 GRANT FOR PROJECT SUPPORT CERES INC 99 CHAUNCY STREET FL 6 BOSTON MA 02111 223053747 501(C)(3) 614876 0 GRANT FOR PROJECT SUPPORT INTERNATIONAL COUNCIL ON CLEAN TRANSPORTATION 1500 K STREET NW STE 650 WASHINGTON DC 20005 203076690 501(C)(3) 150000 0 GRANT FOR PROJECT SUPPORT 6 0 PART I, LINE 2: WE MEAN BUSINESS COALITION INC. PROGRAM STAFF CONDUCT DUE DILIGENCE ON PROSPECTIVE GRANTEES TO ASSESS THEIR PAST PERFORMANCE AND FIT WITHIN THE BROADER WE MEAN BUSINESS COALITION INC. GRANTS PORTFOLIO. ALL ORGANIZATIONS ARE REQUIRED TO SUBMIT A GRANT NARRATIVE PROPOSAL AND BUDGET, ALONG WITH OTHER DUE DILIGENCE DOCUMENTATION, SUCH AS THE ANNUAL ORGANIZATION BUDGET, PRIOR YEAR AUDITED FINANCIAL STATEMENTS, TAX STATUS DOCUMENTATION, BOARD OF DIRECTORS LIST, AND KEY STAFF MEMBERS. PROPOSALS ARE EVALUATED BASED ON THEIR PROJECTED OUTCOMES AND ALIGNMENT WITH THE WE MEAN BUSINESS COALITION INC.'S MISSION AND GRANTMAKING STRATEGY. PREVIOUSLY, THE COALITION RELIED ON AN INDEPENDENT ADVISORY COMMITTEE TO EVALUATE PROPOSALS, WITH A BOARD SUBCOMMITTEE RESPONSIBLE FOR APPROVING RECOMMENDATIONS. AS INTERNAL GRANT REVIEW CAPACITIES INCREASED, THE INDEPENDENT ADVISORY COMMITTEE WAS PHASED OUT. STAFF AND THE MANAGEMENT TEAM NOW EVALUATE PROPOSALS AND PROVIDE RECOMMENDATIONS TO A BOARD SUBCOMMITTEE FOR APPROVAL. GRANTEES ARE REQUIRED TO SIGN AND RETURN A GRANT AGREEMENT, WHICH STIPULATES THAT ALL FUNDS MUST BE SPENT ON THE CHARITABLE PURPOSES OUTLINED IN THE PROPOSAL. GRANTEES MUST REFRAIN FROM PARTICIPATING IN ANY PROHIBITED ACTIVITIES LISTED IN THE GRANT AGREEMENT AND MUST COMPLY WITH ALL LOCAL LAWS AND REGULATIONS. DEPENDING ON THE GRANT'S DOLLAR THRESHOLD, APPROVAL IS GRANTED EITHER BY AN INTERNAL WE MEAN BUSINESS COALITION GRANTS COMMITTEE OR BY THE BOARD REGRANTS SUBCOMMITTEE. WE MEAN BUSINESS COALITION PROGRAM STAFF REVIEW NARRATIVE AND FINANCIAL REPORTS TO ENSURE THAT THE FUNDS ARE SPENT ON CHARITABLE PURPOSES AND WITHIN THE SCOPE OF THE GRANT RESTRICTIONS. GRANTEES ARE ALSO EXPECTED TO SUBMIT AT LEAST A MIDYEAR, ANNUAL, OR FINAL REPORT, DEPENDING ON THE GRANT'S TERM. THESE REPORTS CONSIST OF STANDARDIZED QUESTIONS APPLICABLE TO ALL GRANTEES, WHILE ALSO ALLOWING FOR AGGREGATED REPORTING BACK TO OUR FUNDERS. THE GRANT REPORTING DEADLINES ARE PROVIDED IN THE GRANT AGREEMENT, AND GRANTEES RECEIVE AUTOMATED REMINDERS BOTH BEFORE AND AFTER THE DUE DATE. X X X X 0 0 0 0 0 0 0 0 0 DR MARIA MENDILUCE CEO 497497 0 0 0 0 0 24409 0 2040 0 523946 0 0 0 ANDREW PRAG MANAGING DIRECTOR, POLICY 260812 0 0 0 0 0 11814 0 1950 0 274576 0 0 0 RASMUS VALANKO MANAGING DIRECTOR, SYSTEMS TRANSFORMATION 263660 0 0 0 1005 0 0 0 0 0 264665 0 0 0 JENNY AHLEN MANAGING DIRECTOR OF NET ZERO 177540 0 0 0 0 0 5326 0 49877 0 232743 0 0 0 STEVEN CASEY DEPUTY DIRECTOR, GRANTS 176700 0 0 0 0 0 5301 0 41584 0 223585 0 0 0 KRISTEN KING DEPUTY DIRECTOR, COMMUNICATIONS 166200 0 0 0 0 0 4986 0 23409 0 194595 0 0 0 VANESSA SALINAS DIRECTOR, FINANCE 142197 0 0 0 0 0 2156 0 49011 0 193364 0 0 0 LUKE PRITCHARD DIRECTOR, BEYOND ALLIANCE 132870 0 0 0 0 0 4136 0 38689 0 175695 0 0 0 JANE JAGD DIRECTOR, NET ZERO FINANCE 155867 0 0 0 1006 0 15811 0 0 0 172684 0 0 0 FORM 990, PART VII, LINE 5: THE FOLLOWING INDIVIDUALS LISTED IN PART VII, SECTION A, RECEIVED COMPENSATION FROM AN UNRELATED ORGANIZATION FOR SERVICES PERFORMED FOR THE FILING ORGANIZATION. THE COMPENSATION AMOUNTS BELOW INDICATE THE AMOUNT REPORTED IN PART VII, COLUMN D. NAME: MARIA MENDILUCE TITLE: CEO COMPENSATION (INCLUDING DEFERRED COMPENSATION AND NONTAXABLE BENEFITS): $523,946 PAID BY WE MEAN BUSINESS COALITION FOUNDATION NAME: ANDREW PRAG TITLE: MANAGING DIRECTOR, POLICY COMPENSATION (INCLUDING DEFERRED COMPENSATION AND NONTAXABLE BENEFITS): $274,576 PAID BY WE MEAN BUSINESS COALITION FOUNDATION FORM 990, PART V, LINE 2A: THE ORGANIZATION EMPLOYS INDIVIDUALS OUTSIDE THE U.S. THESE INDIVIDUALS DO NOT RECEIVE A FORM W-2 FROM THE ORGANIZATION AS THEY ARE NOT REQUIRED TO BE ISSUED ONE AS THEIR PAYROLL IS NOT U.S. SOURCED. THEREFORE, THEY ARE NOT BEING INCLUDED IN THE NUMBER OF EMPLOYEES REPORTED ON PART I, LINE 5 AND PART V, LINE 2A. FORM 990, PART VI, SECTION B, LINE 11B WMBC HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, THE DIRECTOR OF FINANCE REVIEWS THE RETURN AND EMAILS IT TO THE FULL BOARD FOR ITS REVIEW PRIOR TO ITS FILING. AFTERWARDS THE 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY THAT APPLIES TO ANY DIRECTOR, OFFICER, OR KEY EMPLOYEE, WHICH IT ANNUALLY MONITORS AND ENFORCES. THE BOARD MANDATES THAT ALL MEMBERS OF THE GOVERNING BODY ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. ANY DIRECTOR, OFFICER OR KEY EMPLOYEE WHO HAS AN INTEREST IN A RELATED PARTY TRANSACTION MUST DISCLOSE IN GOOD FAITH TO THE BOARD OF DIRECTORS THE MATERIAL FACTS CONCERNING SUCH INTEREST. INDIVIDUAL WHOSE POTENTIAL CONFLICT IS UNDER VIEW MAY NOT DEBATE, VOTE, OR OTHERWISE PARTICIPATE IN THE DETERMINATION IN RATHER A CONFLICT OF INTEREST EXISTS. IF THE BOARD THE BOARD OF DIRECTORS DETERMINES THAT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST DOES EXIST, THE BOARD MUST ALSO DETERMINE AN APPROPRIATE REMEDY. SUCH REMEDY MAY INCLUDE, FOR EXAMPLE, RECUSAL OF THE INTERESTED INDIVIDUAL FROM PARTICIPATING IN CERTAIN MATTERS PENDING BEFORE THE BOARD. THE EXISTENCE OF ALL SUCH CONFLICTS OF INTEREST AND THEIR RESOLUTION, AS WELL AS ANY ISSUES RELATING TO THEM, SHALL BE FULLY DOCUMENTED IN THE ORGANIZATION'S RECORDS, INCLUDING THE MINUTES OF ANY MEETING AT WHICH THE CONFLICT WAS DISCUSSED OR VOTED ON. ANY AND ALL DOCUMENTATION DEEMED NECESSARY AND APPROPRIATE BY THE BOARD FOR THE SUFFICIENT EVALUATION AND RESOLUTION OF THE CONFLICT OR POTENTIAL CONFLICT SHALL BE SUBMITTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE GOVERNANCE COMMITTEE OF THE BOARD DELEGATES ITS ANNUAL PERFORMANCE REVIEW TO THE BOARD CHAIR AND INDEPENDENT BOARD MEMBERS. THE BOARD CHAIR AND INDEPENDENT MEMBERS CONSULT WITH THE FULL BOARD, MANAGEMENT TEAM, AND RECOMMENDS THE ANNUAL CEO COMPENSATION TO THE FULL BOARD. THE FINANCE & AUDIT COMMITTEE GATHERS DATA FROM SALARY SURVEYS AND STUDIES FROM COMPARABLE SIZED NONPROFITS TO ENSURE REASONABLE COMPENSATION. THIS PROCESS WAS LAST UNDERTAKEN IN 2024. FORM 990, PART VI, SECTION B, LINE 15B: THE CEO IS RESPONSIBLE FOR ASSESSING THE APPROPRIATE LEVELS OF OTHER OFFICER AND KEY EMPLOYEES. COMPENSATION IS BASED ON PERFORMANCE, LEVEL OF RESPONSIBILITY, COST OF LIVING FACTOR, AND THE NONPROFIT MARKET IN THE UNITED STATES AND INTERNATIONALLY. THE CEO IS INFORMED BY THE DATA GATHERED BY THE OPERATIONS TEAM FROM SALARY SURVEYS AND STUDIES FROM COMPARABLE SIZED NONPROFITS TO ENSURE REASONABLE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART I, LINE 5, AND PART V, LINE 2A: THE ORGANIZATION CONTRACTED WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR SERVICES, INCLUDING BUT NOT LIMITED TO, PAYROLL, TIMEKEEPING, EMPLOYEE BENEFITS, HR ADMINISTRATION AND WORKFORCE REGULATORY COMPLIANCE NEEDS. AS THE EMPLOYER OF RECORD FOR TAX PURPOSES, FORMS W-2 AND W-3 ARE ISSUED BY THE PEO AND FILED UNDER THE PEO'S FEDERAL EIN. IN THIS CO-EMPLOYMENT ARRANGEMENT, THE ORGANIZATION IS THE COMMON LAW EMPLOYER AND, ACCORDINGLY, COMPENSATION IS REPORTED ON FORM 990, PART VII, SECTION A AND PART IX, LINES 5-10. FORM 990, PART IX, LINE 11G PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 230,226. MANAGEMENT AND GENERAL EXPENSES 6,228. FUNDRAISING EXPENSES 10,318. TOTAL EXPENSES 246,772. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,542,452. MANAGEMENT AND GENERAL EXPENSES 243,335. FUNDRAISING EXPENSES 230,915. TOTAL EXPENSES 2,016,702. RECRUITMENT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 66,152. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,152. GRAPHIC DESIGN: PROGRAM SERVICE EXPENSES 103,399. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 103,399. FORM 990, PART XI, LINE 9: WRITE-OFF OF UNCOLLECTIBLE CONTRIBUTIONS -293,122. RETURN OF UNSPENT GRANT FUNDS -18,601. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A FINANCE AND AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.