ROCKY MOUNTAIN INSTITUTE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROCKY MOUNTAIN INSTITUTE (EIN 74-2244146)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-13
- IRS object ID
- 201513179349308551
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T15:49:47-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461497033 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EKS&H LLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7979 E TUFTS AVENUE SUITE 400 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802372521 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742244146 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKY MOUNTAIN INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCK | BusinessNameControlTxt |
| Phone | 3032451003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1820 FOLSOM STREET | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULES KORTENHORST | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3032451003 | PhoneNum |
| Signature | 2015-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORI J EGGETT | PreparerPersonNm |
| PTIN | P00645252 | PTIN |
| Phone | 3037409400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULES KORTENHORST | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1820 FOLSOM STREET | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,305,906 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RMI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO DRIVE THE EFFICIENT AND RESTORATIVE USE OF RESOURCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 131 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,217,886 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,324,546 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,985,012 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,825,439 | CYProgramServiceRevenueAmt |
| PY Investment Income | $629,269 | PYInvestmentIncomeAmt |
| CY Investment Income | $656,236 | CYInvestmentIncomeAmt |
| PY Other Revenue | $19,621 | PYOtherRevenueAmt |
| CY Other Revenue | $13,607 | CYOtherRevenueAmt |
| PY Total Revenue | $18,851,788 | PYTotalRevenueAmt |
| CY Total Revenue | $25,819,828 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,570,591 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,237,645 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,847,457 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,750,959 | PYOtherExpensesAmt |
| CY Other Expenses | $9,217,050 | CYOtherExpensesAmt |
| PY Total Expenses | $15,321,550 | PYTotalExpensesAmt |
| CY Total Expenses | $23,454,695 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,530,238 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,365,133 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,910,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,621,689 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,524,549 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,103,705 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,385,639 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,517,984 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE ENVISON A WORLD THRIVING, VERDANT, AND SECURE, FOR ALL, FOR EVER. TO THAT END, OUR MISSION IS TO DRIVE THE EFFICIENT AND RESTORATIVE USE OF RESOURCES. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,184,483 | ExpenseAmt |
| Revenue | $1,813,242 | RevenueAmt |
| Desc | RMI PROGRAMS - TRANSFORMS GLOBAL ENERGY USE TO CREATE A CLEAN, PROSPEROUS, AND SECURE LOW-CARBON FUTURE: BUILDINGS SPEEDING THE ENERGY EFFICIENCY REVOLUTION, REDUCING FOSSIL FUEL USE WHILE REVITALIZING THE REAL-ESTATE SECTOR, CREATING JOBS, AND REVIVING U.S. ECONOMY; ELECTRICITY - ACCELERATING THE SHIFT FROM FOSSIL FUEL DOMINATED ELECTRICAL SYSTEM TO CLEAN, RELIABLE, AFFORDABLE, CUSTOMER-CENTRIC SYSTEM BASED ON RENEWABLE RESOURCES; MOBILITY LEVERAGING NEW TECHNOLOGY AND INNOVATION TO ADVANCE MOBILITY SERVICES TO ADDRESS CONGESTION, COSTS, COMMUTING, SAFETEY, AND THE ENVIRONMENT; INDUSTRY- INCREASING ENERGY EFFICIENCY OF INDUSTRY, INVIGORATING AND DE-RISKING THE SECTOR, CREATING JOBS, AND DRIVING GLOBAL COMPEITIVENESS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,701,408 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CWR PROGRAMS - ACCELERATES THE ADOPTION OF BUSINESS SOLUTIONS THAT REDUCE CARBON EMISSIONS AT GIGATON SCALE AND ADVANCE THE LOW-CARBON ECONOMY. SHIPPING REDUCING CARBON EMISSIONS BY BRIDGING GAPS IN MARKET INFORMATION RELATED TO FUEL EFFICIENCY AND UNLOCKING CAPITAL FLOW FOR TECHNOLOGY RETROFITS. AVIATION REDUCING THE INDUSTRY'S CARBON FOOTPRINT BY ACCELERATING THE DISPLACEMENT OF CONVENTIONAL JET FUEL WITH SUSTAINABLE AVIATION FUEL. SMART ISLANDS ACCELERATING THE TRANSITION OF ISLAND ECONOMIES FROM A HEAVY DEPENDENCE ON FOSSIL FUELS TO A DIVERSE AND RENEWABLE ENERGY MIX, CREATING A BLUEPRINT FOR OTHER ECONOMIES. TRUCKING DOUBLING THE FUEL EFFICIENCY OF THE NORTH AMERICAN GOODS MOVEMENT BY ADDRESSING KEY BARRIERS IN THE ADOPTION OF FUEL-SAVING TECHNOLGOIES FOR THE ON-ROAD TRUCKING SECTOR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,797,749 | ExpenseAmt |
| Revenue | $12,197 | RevenueAmt |
| Desc | MARKETING AND COMMUNICATIONS: THIS TEAM CREATES AND EXECUTES THE MARKETING AND COMMUNICATIONS PLANS FOR ALL RMI AND CWR PROGRAMS. PROGRAM MARKETERS ENSURE COMMUNICATIONS PLANS LEVERAGE DIVERSE CHANNELS AND MEDIA, AMPLIFYING PROGRAM SUCCESSES AND CONTRIBUTING TO GOALS AND MILESTONES. SHARED SERVICES EXPERTS--IN MEDIA, DIGITAL, DESIGN, AND EDITORIAL--SUPPORT THE PROFESSIONAL EXECUTION OF THOSE PLANS. TEAM ALSO MANAGES THE EXECUTION OF DONOR-FOCUSED COMMUNICATIONS SUCH AS THE ANNUAL REPORT, MAGAZINE, BLOG, AND NEWSLETTER. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $19,683,640 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 58 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 131 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ED MCCULLOUGH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3032451003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1820 FOLSOM STREET | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80302 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN ABELE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID ALLEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARMY ALTSHULER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER BOYER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY CAULKINS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM DINWOODIE | ||||||||
| LEAD TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SEAN CLEARY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUZANNE FARVER | ||||||||
| TRUSTEE/TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ARJUN GUPTA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTINA JOHNSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSE MARIA FIGUERES | ||||||||
| CHAIRMAN OF THE BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TED WHITE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REUBEN MUNGER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AMORY LOVINS | ||||||||
| CHIEF SCIENTIST | 40.00 | Yes (X) | $353,480 | $0 | $24,206 | Yes (X) | ||
| MARTHA PICKETT | ||||||||
| GENERAL COUNSEL-SECRETARY | 40.00 | Yes (X) | $280,929 | $0 | $21,706 | Yes (X) | ||
| JULES KORTENHORST | ||||||||
| CEO | 40.00 | Yes (X) | $666,451 | $0 | $29,937 | Yes (X) | ||
| JEAN OELWANG | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE POLK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JIGAR SHAH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD HARVEY | ||||||||
| MANAGING DIRECTOR | 40.00 | $278,740 | $0 | $12,500 | Yes (X) | |||
| JON CREYTS | ||||||||
| MANAGING DIRECTOR | 40.00 | $284,797 | $0 | $25,637 | Yes (X) | |||
| JAMES NEWCOMB | ||||||||
| MANAGING DIRECTOR | 40.00 | $261,685 | $0 | $25,237 | Yes (X) | |||
| BRAD MUSHOVIC | ||||||||
| MANAGING DIRECTOR | 40.00 | $198,161 | $0 | $23,352 | Yes (X) | |||
| CAROL NASTA | ||||||||
| MANAGING DIRECTOR | 40.00 | $185,910 | $0 | $22,405 | Yes (X) | |||
| EDGAR MCCULLOUGH | ||||||||
| CONTROLLER, FINANCE & OPER | 40.00 | $178,401 | $0 | $22,405 | Yes (X) | |||
| LENA HANSEN | ||||||||
| PRINCIPAL | 40.00 | $179,502 | $0 | $12,492 | Yes (X) | |||
| VICTOR OLGYAY | ||||||||
| PRINCIPAL | 40.00 | $145,452 | $0 | $21,850 | Yes (X) | |||
| OWEN SMITH | ||||||||
| PRINCIPAL | 40.00 | $152,239 | $0 | $22,037 | Yes (X) | |||
| KAREN CROFTON | ||||||||
| PRINCIPAL | 40.00 | $145,843 | $0 | $11,374 | Yes (X) | |||
| JERULD WEILAND | ||||||||
| MANAGING DIRECTOR | 40.00 | $144,909 | $0 | $16,332 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,456,499 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $291,470 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ZIMMER GUNSUL FRASCA ARCHITECTS LLP | |||||
| 1223 SW WASHINGTON ST 200 | PORTLAND | OR | 97205 | ARCHITECTS | $1,227,800 |
| JE DUNN | |||||
| 2000 S COLORADO BLVD SUITE 12000 | DENVER | CO | 80222 | GENERAL CONTRACTOR | $957,540 |
| LAWRENCE BERKELEY NATIONAL LABORATORY | |||||
| 1 CYCLOTRON ROAD MS971-SP | BERKELEY | CA | 94720 | CONSULTING | $432,330 |
| REOS NORTH AMERICA | |||||
| ONE BROADWAY 14TH FLOOR | CAMBRIDGE | MA | 02142 | CONSULTING | $191,165 |
| INKHOUSE LLC | |||||
| 260 CHARLES ST SUITE 200 | WALTHAM | MA | 02453 | CONSULTING | $185,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $328,441 | GovernmentGrantsAmt |
| All Other Contributions | $22,996,105 | AllOtherContributionsAmt |
| Noncash Contributions | $619,999 | NoncashContributionsAmt |
| Total Contributions | $23,324,546 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONSULTING FEES | 541610 | $1,560,823 | $1,560,823 |
| PROJECT REVENUE | 541900 | $249,155 | $249,155 |
| RENTAL INCOME | 531120 | $15,443 | $15,443 |
| PUBLICATION REVENUE | 511190 | $18 | $18 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,825,439 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,002 | TotalRevenueColumnAmt |
| Exclusion | $47,002 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,607 | TotalRevenueColumnAmt |
| Exclusion | $13,607 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,895,312 | SecuritiesAmt |
| Other | $1,200,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,966,716 | SecuritiesAmt |
| Other | $519,362 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$71,404 | SecuritiesAmt |
| Other | $680,638 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $609,234 | TotalRevenueColumnAmt |
| Exclusion | $609,234 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,819,828 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,825,439 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $669,843 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,895,941 | TotalAmt |
| Program Services | $2,429,772 | ProgramServicesAmt |
| Management And General | $126,531 | ManagementAndGeneralAmt |
| Fundraising | $339,638 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,480,494 | TotalAmt |
| Program Services | $7,969,102 | ProgramServicesAmt |
| Management And General | $521,250 | ManagementAndGeneralAmt |
| Fundraising | $990,142 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,274 | TotalAmt |
| Program Services | $235,327 | ProgramServicesAmt |
| Management And General | $26,875 | ManagementAndGeneralAmt |
| Fundraising | $9,072 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $857,538 | TotalAmt |
| Program Services | $739,802 | ProgramServicesAmt |
| Management And General | $76,972 | ManagementAndGeneralAmt |
| Fundraising | $40,764 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,398 | TotalAmt |
| Program Services | $629,862 | ProgramServicesAmt |
| Management And General | $61,888 | ManagementAndGeneralAmt |
| Fundraising | $40,648 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,412 | TotalAmt |
| Program Services | $126,210 | ProgramServicesAmt |
| Management And General | $5,202 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,544 | TotalAmt |
| Program Services | $2,944 | ProgramServicesAmt |
| Management And General | $83,600 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,366 | TotalAmt |
| Management And General | $23,366 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,895 | TotalAmt |
| Program Services | $5,337 | ProgramServicesAmt |
| Fundraising | $558 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,813 | TotalAmt |
| Program Services | $452,496 | ProgramServicesAmt |
| Management And General | $78,858 | ManagementAndGeneralAmt |
| Fundraising | $40,459 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,782 | TotalAmt |
| Program Services | $116,299 | ProgramServicesAmt |
| Management And General | $65,194 | ManagementAndGeneralAmt |
| Fundraising | $38,289 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,020,579 | TotalAmt |
| Program Services | $731,754 | ProgramServicesAmt |
| Management And General | $239,800 | ManagementAndGeneralAmt |
| Fundraising | $49,025 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,314,155 | TotalAmt |
| Program Services | $2,000,561 | ProgramServicesAmt |
| Management And General | $262,135 | ManagementAndGeneralAmt |
| Fundraising | $51,459 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,790 | TotalAmt |
| Program Services | $124,305 | ProgramServicesAmt |
| Management And General | $16,288 | ManagementAndGeneralAmt |
| Fundraising | $3,197 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,924 | TotalAmt |
| Program Services | $42,077 | ProgramServicesAmt |
| Management And General | $8,862 | ManagementAndGeneralAmt |
| Fundraising | $2,985 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,667 | TotalAmt |
| Program Services | $176,086 | ProgramServicesAmt |
| Management And General | $37,091 | ManagementAndGeneralAmt |
| Fundraising | $12,490 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,187 | TotalAmt |
| Program Services | $51,530 | ProgramServicesAmt |
| Management And General | $6,801 | ManagementAndGeneralAmt |
| Fundraising | $4,856 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONSULTANTS AND SUBCONT | $3,139,197 | $2,845,857 | $149,494 | $143,846 |
| RECRUITING | $581,060 | $552,072 | $28,988 | |
| MISCELLANEOUS | $309,555 | $129,781 | $101,050 | $78,724 |
| PUBLIC RELATIONS | $201,137 | $201,137 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,987 | TotalAmt |
| Program Services | $121,329 | ProgramServicesAmt |
| Management And General | $3,353 | ManagementAndGeneralAmt |
| Fundraising | $1,305 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,454,695 | TotalAmt |
| Program Services | $19,683,640 | ProgramServicesAmt |
| Management And General | $1,923,598 | ManagementAndGeneralAmt |
| Fundraising | $1,847,457 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $543,032 | BOYAmt |
| EOY | $550,757 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,506,181 | BOYAmt |
| EOY | $5,272,625 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,008,215 | BOYAmt |
| EOY | $10,380,797 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,757 | BOYAmt |
| EOY | $809,524 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,071 | BOYAmt |
| EOY | $60,838 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,613 | BOYAmt |
| EOY | $2,859 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,201 | BOYAmt |
| EOY | $287,902 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,200,904 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,663,696 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,083,603 | BOYAmt |
| EOY | $10,537,208 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,147,750 | BOYAmt |
| EOY | $1,798,943 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,622,428 | BOYAmt |
| EOY | $3,186,595 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $692,337 | BOYAmt |
| EOY | $733,641 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,910,188 | BOYAmt |
| EOY | $33,621,689 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,320,766 | BOYAmt |
| EOY | $4,577,893 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $670,144 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,584,348 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,783 | BOYAmt |
| EOY | $271,320 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,524,549 | BOYAmt |
| EOY | $9,103,705 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,120,837 | BOYAmt |
| EOY | $9,345,833 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,414,797 | BOYAmt |
| EOY | $14,862,581 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $850,005 | BOYAmt |
| EOY | $309,570 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,385,639 | BOYAmt |
| EOY | $24,517,984 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,910,188 | BOYAmt |
| EOY | $33,621,689 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,365,133 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$19,419 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,786,631 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,490,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,622,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,905,792 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,217,886 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,324,546 | CurrentTaxYearAmt |
| Total | $71,562,022 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,490,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,622,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,905,792 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,217,886 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,324,546 | CurrentTaxYearAmt |
| Total | $71,562,022 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $27,809,225 | SubstantialContributorsTotAmt |
| Public Support Total170 | $43,752,797 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $155,537 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $115,594 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $208,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $662,022 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,609 | CurrentTaxYearAmt |
| Total | $1,202,261 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $963 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,813 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$42,230 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,129 | CurrentTaxYearMinus1YearAmt |
| Total | -$19,467 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $72,746,629 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $11,028,158 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $980,930 | BeginningYearBalanceAmt |
| Contributions | $35,890 | ContributionsAmt |
| Investment Earnings Or Losses | -$30,291 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $609,285 | OtherExpendituresAmt |
| End Year Balance | $377,244 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $875,987 | BeginningYearBalanceAmt |
| Contributions | $23,315 | ContributionsAmt |
| Investment Earnings Or Losses | $89,825 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $8,197 | AdministrativeExpensesAmt |
| End Year Balance | $980,930 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $710,719 | BeginningYearBalanceAmt |
| Contributions | $125,365 | ContributionsAmt |
| Investment Earnings Or Losses | $52,732 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,829 | OtherExpendituresAmt |
| End Year Balance | $875,987 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $746,828 | BeginningYearBalanceAmt |
| Contributions | $3,421 | ContributionsAmt |
| Investment Earnings Or Losses | -$35,339 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,191 | AdministrativeExpensesAmt |
| End Year Balance | $710,719 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $703,870 | BeginningYearBalanceAmt |
| Contributions | $710 | ContributionsAmt |
| Investment Earnings Or Losses | $46,472 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,224 | AdministrativeExpensesAmt |
| End Year Balance | $746,828 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.82060 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17940 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,878,335 | OtherCostOrOtherBasisAmt |
| Book Value | $9,878,335 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $480,156 | OtherCostOrOtherBasisAmt |
| Depreciation | $451,442 | DepreciationAmt |
| Book Value | $28,714 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,342,832 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,851,580 | DepreciationAmt |
| Book Value | $491,252 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $499,581 | OtherCostOrOtherBasisAmt |
| Depreciation | $360,674 | DepreciationAmt |
| Book Value | $138,907 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,537,208 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ASSETS HELD BY THE DENVER FOUNDATION | $3,086,595 | F |
| INVESTMENTS IN BLACK BEAR ENERGY | $100,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,186,595 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATIONS | $232,539 |
| DEFERRED RENT | $38,781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $271,320 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,145,765 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$19,419 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $101,250 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $38,440 | OtherRevenueAmt |
| Revenue Not Reported | $120,271 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,025,494 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $23,366 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $12,770,969 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $12,794,335 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,819,829 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,517,362 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $101,250 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $101,250 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,416,112 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $23,366 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $10,015,217 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $10,038,583 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,454,695 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO PROVIDE RMI SUMMER RESEARCH INTERNSHIPS OPPORTUNITIES. |
| PART X, LINE 2: | THE ALLIANCE APPLIES A MORE-LIKELY-THAN-NOT MEASUREMENT METHODOLOGY TO REFLECT THE FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AFTER EVAULUATING THE TAX POSITIONS TAKEN, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED AS OF JUNE 30, 2015. IF INCURRED, INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS ARE RECORDED IN THE PERIOD ASSESSED AS GENERAL AND ADMINISTRATIVE EXPENSE. NO INTEREST OR PENALTIES HAVE BEEN ASSESSED AS OF JUNE 30, 2015. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RESEARCH PRESENTATION MEETING EXPENSES NET AGAINST REVENUE IN FS -21,900. CHANGE IN NET ASSETS HELD AT THE DENVER FOUNDATION 60,340. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INCOME FROM RMI BEFORE MERGER 12,770,969. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RESEARCH PRESENTATION MEETING EXPENSES NET AGAINST REVENUE IN FS 21,900. EXPENSES FROM RMI BEFORE MERGER 9,993,317. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMORY LOVINS | ||||||||||||||
| CHIEF SCIENTIST | $270,980 | $0 | $82,500 | $0 | $0 | $0 | $13,750 | $0 | $10,456 | $0 | $377,686 | $0 | $0 | $0 |
| MARTHA PICKETT | ||||||||||||||
| GENERAL COUNSEL-SECRETARY | $230,929 | $0 | $50,000 | $0 | $0 | $0 | $11,250 | $0 | $10,456 | $0 | $302,635 | $0 | $0 | $0 |
| JULES KORTENHORST | ||||||||||||||
| CEO | $291,451 | $0 | $300,000 | $0 | $75,000 | $0 | $15,000 | $0 | $14,937 | $0 | $696,388 | $0 | $0 | $0 |
| EDWARD HARVEY | ||||||||||||||
| MANAGING DIRECTOR | $228,740 | $0 | $50,000 | $0 | $0 | $0 | $12,500 | $0 | $0 | $0 | $291,240 | $0 | $0 | $0 |
| JON CREYTS | ||||||||||||||
| MANAGING DIRECTOR | $224,797 | $0 | $60,000 | $0 | $0 | $0 | $10,700 | $0 | $14,937 | $0 | $310,434 | $0 | $0 | $0 |
| JAMES NEWCOMB | ||||||||||||||
| MANAGING DIRECTOR | $221,685 | $0 | $40,000 | $0 | $0 | $0 | $10,300 | $0 | $14,937 | $0 | $286,922 | $0 | $0 | $0 |
| BRAD MUSHOVIC | ||||||||||||||
| MANAGING DIRECTOR | $165,161 | $0 | $33,000 | $0 | $0 | $0 | $8,415 | $0 | $14,937 | $0 | $221,513 | $0 | $0 | $0 |
| CAROL NASTA | ||||||||||||||
| MANAGING DIRECTOR | $150,910 | $0 | $35,000 | $0 | $0 | $0 | $7,468 | $0 | $14,937 | $0 | $208,315 | $0 | $0 | $0 |
| EDGAR MCCULLOUGH | ||||||||||||||
| CONTROLLER, FINANCE & OPER | $145,901 | $0 | $32,500 | $0 | $0 | $0 | $7,468 | $0 | $14,937 | $0 | $200,806 | $0 | $0 | $0 |
| LENA HANSEN | ||||||||||||||
| PRINCIPAL | $144,502 | $0 | $35,000 | $0 | $0 | $0 | $6,802 | $0 | $5,690 | $0 | $191,994 | $0 | $0 | $0 |
| VICTOR OLGYAY | ||||||||||||||
| PRINCIPAL | $130,452 | $0 | $15,000 | $0 | $0 | $0 | $6,913 | $0 | $14,937 | $0 | $167,302 | $0 | $0 | $0 |
| OWEN SMITH | ||||||||||||||
| PRINCIPAL | $130,239 | $0 | $22,000 | $0 | $0 | $0 | $7,100 | $0 | $14,937 | $0 | $174,276 | $0 | $0 | $0 |
| KAREN CROFTON | ||||||||||||||
| PRINCIPAL | $125,843 | $0 | $20,000 | $0 | $0 | $0 | $6,500 | $0 | $4,874 | $0 | $157,217 | $0 | $0 | $0 |
| JERULD WEILAND | ||||||||||||||
| MANAGING DIRECTOR | $144,909 | $0 | $0 | $0 | $0 | $0 | $11,458 | $0 | $4,874 | $0 | $161,241 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | BUSINESS USE OF PERSONAL RESIDENCE - AMORY LOVINS RENTS APPROXIMATELY 1200 SQ FT OF HIS HOUSE, PLUS SHARED SPACE TO RMI AS OFFICE SPACE UNDER A 1-YEAR WRITTEN LEASE ENDING JUNE 30, 2016. THE RENT IS $1,790 PER MONTH. |
| PART I, LINE 7 | NON-FIXED PAYMENTS - SOME EMPLOYEES WERE PAID PERFORMANCE BONUSES AT THE DISCRETION OF MANAGEMENT. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $619,999 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | THE MERGER OF ROCKY MOUNTAIN INSTITUTE WITH THE CARBON WAR ROOM ALLOWS THE ACCELERATION OF A WORLD ENERGY TRANSFORMATION TO CREATE A CLEAN, PROSPEROUS, AND SECURE LOW-CARBON FUTURE. THE TWO ORGANIZATIONS CAN BUILD THEIR HISTORICAL RESULTS, AND FOCUS ON AMPLIFYING THE IMPACT BEYOND THE SUM OF WHAT THEY CAN DO INDEPENDENTLY. THE MERGER ALLOWS THE ADDITION OF COMPLEMENTARY PROGRAMS RESULTING IN MUCH MORE THAN THE SUM OF THE PARTS. |
| FORM 990, PART VI, SECTION B, LINE 11 | RMI'S REVIEW PROCESS FOR THE 990 FORM BEGINS WITH A FORMAL REVIEW BY THE SENIOR MANAGEMENT TEAM (CEO, MANAGING DIRECTOR - LEGAL COUNSEL, MANAGING DIRECTOR - DEVELOPMENT, AND CONTROLLER). ONCE REVIEWED, A SECOND EVALUATION IS PERFORMED BY THE BOARD OF TRUSTEES AUDIT COMMITTEE WITH THE CEO AND DIRECTOR OF FINANCE IN ATTENDANCE. ONCE APPROVED, THE AUDIT COMMITTEE WILL FORMALLY ACCEPT THE REPORT AND AUTHORIZE THE AUDITORS TO FILE THE ANNUAL 990 FORM. THE MINUTES AND RECOMMENDATIONS OF THE AUDIT COMMITTEE WILL BE REPORTED TO THE BOARD OF TRUSTEES AT THE NEXT TRI-ANNUAL MEETING (JANUARY, APRIL, AND OCTOBER). |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES ARE CONTACTED THROUGH AN ANNUAL AFFIRMATION TO UPDATE ANY CHANGES TO THEIR PERSONAL SITUATION. TRUSTEES ARE REQUIRED TO REPORT ANY CHANGES THAT MAY CONSTITUTE A POTENTIAL CONFLICT OF INTEREST. TRUSTEES ARE ASKED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE EACH YEAR. IF A CONFLICT OF INTEREST OR AN APPEARANCE OF A CONFLICT OF INTEREST ARISES, THE EXECUTIVE COMMITTEE REVIEWS AND INVESTIGATES COMPLIANCE ISSUES. |
| FORM 990, PART VI, SECTION B, LINE 15 | DURING FISCAL YEAR 2010, RMI RETAINED A CERTIFIED COMPENSATION PROFESSIONAL TO CONDUCT A DETAILED ANALYSIS OF ALL CURRENT POSITIONS. THIS ANALYSIS UTILIZED "WORLD AT WORK" BEST PRACTICES TO DETERMINE MARKET PRICES FOR THE ROLES THAT CURRENTLY EXIST WITHIN RMI AND ESTABLISH A GRADE TABLE. THE RESULTS OF THIS WORK ENABLE RMI LEADERSHIP TO ENSURE APPROPRIATE COMPENSATION LEVELS FOR CURRENT ROLES AS WELL AS NEW OR RESTRUCTURED JOBS IN THE ORGANIZATION. IN ORDER TO MAINTAIN THE INTEGRITY OF THIS TABLE, MEMBERS OF THE LEADERSHIP TEAM HAVE BEEN EDUCATED ON THE PHILOSOPHY BEHIND AND USE OF THE COMPENSATION STUDY RESULTS. FURTHER, PROCESSES FOR APPROPRIATELY "PRICING" NEW ROLES ARE BEING ESTABLISHED TO ENSURE FUTURE COMPLIANCE. IN 2011, THE ORGANIZATION ENGAGED AN OUTSIDE EXECUTIVE COMPENSATION FIRM TO REVIEW EXECUTIVE COMPENSATION AND PROVIDE AN INTERMEDIATE SANCTIONS LETTER. THIS EXECUTIVE COMPENSATION STUDY YIELDED SOLID DATA CONFIRMING RMI EXECUTIVES ARE PAID APPROPRIATELY FOR NONPROFIT EXECUTIVES IN AN ORGANIZATION OF RMI'S SIZE. CURRENTLY, RMI CONTINUES TO UTILIZE CERTIFIED COMPENSATION PROFESSIONALS TO ENSURE NEW AND MODIFIED POSITIONS OF ALL LEVELS ARE APPROPRIATELY PRICED WITH REGARD TO SALARY AND BONUS. ADDITIONALLY, THE BOARD OF TRUSTEES FORMED A COMPENSATION COMMITTEE IN THE 2ND QUARTER OF 2013 TO ENSURE APPROPRIATE COMPENSATION PRACTICES ARE IN PLACE FOR THE EXECUTIVE LEVEL. THE CHIEF SCIENTIST, CEO AND EXECUTIVE DIRECTOR POSITIONS WERE REVIEWED BY THE OUTSIDE COMPENSATION PROFESSIONALS NOTED ABOVE; THE COMPENSATION COMMITTEE THEN UTILIZED THAT INFORMATION TO HELP ENSURE APPROPRIATE SALARIES AND BONUSES ARE IN PLACE FOR THE INDIVIDUALS IN THOSE POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | RMI'S ARTICLES OF INCORPORATION ARE OF PUBLIC RECORD WITH THE COLORADO SECRETARY OF STATE. ANNUAL REPORTS, IRS FORM 990, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE RMI WEBSITE (WWW.RMI.ORG). COPIES OF ANY POLICY, INCLUDING BYLAWS, ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | NET ASSETS ACQUIRED IN MERGER WITH CARBON WAR ROOM 5,726,291. CHANGE IN NA OF THE DENVER FOUNDATION 60,340. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RMI INNOVATION CENTER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1820 FOLSOM ST | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742244146 | EIN |
| Primary Activities | MANAGEMENT OF ROCKY MOUNTAIN INSTITUTE INNOVATION CENTER IN BASALT, CO | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKY MOUNTAIN INSTITUTE | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKY MOUNTAIN INSTITUTE-INTERNATIONAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1820 FOLSOM ST | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | QIAHAI RMI RESEARCH CENTER | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKY MOUNTAIN INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |