2023-11-15T17:08:28-06:00 2022-12-31 381357951 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990 2022-01-01 841113831 WESTERN RESOURCE ADVOCATES WEST 3034441188 2260 BASELINE ROAD 200 BOULDER CO 80302 MATTHEW HUNT VP OF FINANCE AND ADMIN 3034441188 2023-11-15 1 MATTHEW HUNT 999009999 1 DORI J EGGETT P00645252 3037409400 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JON GOLDIN-DUBOIS 2260 BASELINE ROAD 200 BOULDER CO 80302 11152976 0 X WWW.WESTERNRESOURCEADVOCATES.ORG X 1989 CO FIGHTS CLIMATE CHANGE AND ITS IMPACTS TO SUSTAIN THE ENVIRONMENT, ECONOMY, AND PEOPLE OF THE WEST. 17 17 98 18 0 0 10801518 9785881 53703 176534 113471 30298 141470 196229 11110162 10188942 120000 50000 0 0 5525328 6159814 0 0 1395697 3582098 4167687 9227426 10377501 1882736 -188559 14998011 14584072 416804 515781 14581207 14068291 X WESTERN RESOURCE ADVOCATES (WRA) IS A REGIONAL NONPROFIT ADVOCACY ORGANIZATION FIGHTING CLIMATE CHANGE AND ITS IMPACTS TO SUSTAIN THE ENVIRONMENT, ECONOMY, AND PEOPLE OF THE WEST. AS THE REGION'S GO-TO EXPERTS FOR MORE THAN THREE DECADES, WRA'S ON-THE-GROUND WORK ADVANCES CLEAN ENERGY, PROTECTS AIR, LAND, WATER, AND WILDLIFE. WRA DEVELOPS, ADVOCATES FOR, AND IMPLEMENTS SCIENCE-BASED POLICIES INFORMED BY DIVERSE COMMUNITIES AND STAKEHOLDERS TO CREATE A HEALTHIER AND MORE EQUITABLE FUTURE FOR ALL WESTERN COMMUNITIES. WRA CREATES TRANSFORMATIONAL CHANGE BY DRIVING ACTION AT THE STATE LEVEL TO EFFECTIVELY ADDRESS COMPLEX CONSERVATION PROBLEMS IN THE WEST. 0 0 5099090 50000 CLEAN ENERGY - THE VISION OF OUR CLEAN ENERGY WORK IS THAT OUR HOMES, BUILDINGS AND TRANSPORTATION SYSTEMS WILL BE POWERED BY CLEAN ENERGY AND THE WEST IS PROSPERING IN A ZERO-CARBON ECONOMY. WRA USES PUBLIC POLICY TO ALIGN THE FINANCIAL INTERESTS OF ELECTRICITY PRODUCERS AND CONSUMERS WITH DECARBONIZING ELECTRICITY PRODUCTION AND ELECTRIFYING OTHER SECTORS OF THE ECONOMY IN A WAY THAT ADVANCES EQUITY. BY WORKING TO RETIRE COAL, REPLACE GENERATION WITH CLEAN ENERGY AND TRANSPORTATION, BUILD CLEAN ENERGY MARKETS, AND MODERNIZE THE GRID, WRA IS TRANSFORMING THE REGION. 2066622 176534 HEALTHY RIVERS - THE VISION OF OUR HEALTHY RIVERS WORK IS THAT WESTERN RIVERS ARE THRIVING EVEN IN THE FACE OF CLIMATE CHANGE AND THESE CRITICAL WATERWAYS ARE PROTECTED TO SUPPORT ECOSYSTEMS, LOCAL COMMUNITIES, AND WORLD-CLASS RECREATION. WATER IS CONSERVED AND KEY RIVER REACHES ARE REVITALIZED AND MANAGED TO SUPPORT HEALTHY RIVER ECOLOGY, SUSTAINABLE WATER USE, AND RESILIENCE TO A CHANGING CLIMATE. WRA DEVELOPS, ADVOCATES FOR, AND IMPLEMENTS POLICIES, PROGRAMS AND RIVER MANAGEMENT THAT SAVES WATER AND PROTECTS RIVERS THROUGH IMPROVING STREAM FLOW, REDUCING WATER USE, AND IMPROVED WATER PLANNING. 974408 WESTERN LANDS - THE VISION OF OUR WESTERN LANDS WORK IS THAT AT LEAST HALF OF THE LAND IN EACH MAJOR ECOREGION, INCLUDING WILDLIFE MIGRATION CORRIDORS, ARE LEGALLY PROTECTED FROM DEVELOPMENT IN ORDER TO CONSERVE BIODIVERSITY IN THE FACE OF RAPID HABITAT LOSS AND CLIMATE CHANGE. PROTECTED LANDS SUPPORT EQUITABLE, SUSTAINABLE ACCESS TO OUTDOOR OPPORTUNITIES; VIBRANT COMMUNITIES WITH ROBUST LOCAL OUTDOOR ECONOMIES; CULTURAL RESOURCES, SACRED SITES, AND LIVING TIES TO THE LAND; AND INTACT NATURAL ECOLOGICAL PROCESSES THAT SEQUESTER CARBON AND HELP MEET CLIMATE GOALS, AND CAPTURE RUNOFF AND HELP MEET HEALTHY RIVER GOALS. 129070 AIR & WATER QUALITY - THE VISION OF OUR CLEAN AIR AND WATER QUALITY WORK IS TO PROTECT WATER QUALITY AND TO ESTABLISH AND DEFEND CLEAN AIR STANDARDS SO THAT COMMUNITIES AND NATURE THRIVE. 107884 FISCAL SPONSORSHIP - WESTERN RESOURCE ADVOCATES IS THE FISCAL SPONSOR FOR THE SIGNAL TECH COALITION. SIGNAL TECH COALITION IS A NONPROFIT ORGANIZATION REGISTERED IN THE STATE OF COLORADO AND IS ORGANIZED EXCLUSIVELY FOR ENVIRONMENTAL PURPOSES, MORE SPECIFICALLY TO EDUCATE COLORADO'S BUSINESS LEADERS ABOUT CLIMATE CHANGE AND HELP THEM ADVOCATE FOR ENVIRONMENTAL POLICIES. 236954 8377074 1 1 0 1 0 0 0 0 1 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 58 0 1 98 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X RICHARD TRILSCH 3034441188 2260 BASELINE ROAD 200 BOULDER CO 80302 ELI FELDMAN CHAIR 1.00 0.10 X X 0 0 0 MORONI BENALLY VICE CHAIR 1.00 0.00 X X 0 0 0 MATTHEW HUNT TREASURER 1.00 0.00 X X 0 0 0 CARLA DONELSON SECRETARY 1.00 0.00 X X 0 0 0 MICHELLE CAMPBELL DIRECTOR 1.00 0.00 X 0 0 0 ANNE CASTLE RESIGNED 923 DIRECTOR 1.00 0.00 X 0 0 0 CARRIE DOYLE DIRECTOR 1.00 0.00 X 0 0 0 CARLA JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 ERIC LAUFER DIRECTOR 1.00 0.00 X 0 0 0 KIM MILLER DIRECTOR 1.00 0.00 X 0 0 0 REUBEN MUNGER DIRECTOR 1.00 0.00 X 0 0 0 LORETA PINEDA DIRECTOR 1.00 0.00 X 0 0 0 PORTIA PRESCOTT DIRECTOR 1.00 0.00 X 0 0 0 CHRIS ROBINSON DIRECTOR 1.00 0.00 X 0 0 0 YADIRA SANCHEZ DIRECTOR 1.00 0.00 X 0 0 0 JAMIE STARR DIRECTOR 1.00 0.00 X 0 0 0 HEATHER TANANA DIRECTOR 1.00 0.00 X 0 0 0 FELIPE VIEYRA DIRECTOR 1.00 0.00 X 0 0 0 JON GOLDIN-DUBOIS PRESIDENT 40.00 0.00 X 264758 0 17397 RICHARD TRILSCH VP OF FINANCE AND ADMIN 40.00 0.25 X 181558 0 17411 JOHN NIELSEN VP OF POLICY AND PROGRAMS 40.00 0.00 X 179877 0 17956 THERESA BUSHMAN VP OF DEVELOPMENT & COMMUNICATIONS 40.00 0.00 X 182513 0 12100 BART MILLER HEALTHY RIVERS DIRECTOR 40.00 0.00 X 135273 0 8232 JEREMY VESBACH WESTERN LANDS PROGRAM DIRECTOR 40.00 0.00 X 132340 0 6129 NANCY KELLY SENIOR POLICY ADVISOR, CLEAN ENERGY 40.00 0.00 X 125724 0 14677 JORO WALKER SENIOR ATTORNEY, WESTERN LANDS 40.00 0.00 X 120411 0 14271 GWEN FARNSWORTH DEPUTY DIRECTOR OF STATE ADVOCACY, CLEAN ENERGY 40.00 0.00 X 120291 0 14332 1442745 0 122505 18 0 1 0 DIVERSE TALENT LLC 1410 NORTH HIGH STREET DENVER CO 80218 STAFF RECRUITMENT 187650 AG POLICY SOLUTIONS LLC 461 S MARSHALL ST LAKEWOOD CO 80226 CONSULTING SERVICES 134800 2 9785881 214345 9785881 STATE CONTRACTS 541900 176534 176534 176534 86678 86678 907654 964034 -56380 -56380 -56380 PROFESSIONAL FEES 541100 174783 174783 MISCELLANEOUS 900099 21446 21446 196229 10188942 372763 0 30298 50000 50000 873569 437846 202982 232741 4236456 3581607 83388 571461 203791 157584 17836 28371 443219 311301 57696 74222 402779 296599 43776 62404 2616 231 2385 31343 31343 23286 23286 750528 701449 9430 39649 209828 129748 22295 57785 305462 223513 43189 38760 145651 108976 8680 27995 165003 123308 19373 22322 45491 35526 4268 5697 23118 6650 16468 COMMUNICATIONS 1147264 995365 151899 GOVERNMENT AFFAIRS 969707 969707 FISCAL SPONSORSHIP EXPE 107884 107884 EVENT EXPENSE 34259 34259 206247 139780 18335 48132 10377501 8377074 604730 1395697 708752 1001442 9617301 5415708 3466164 3949961 30085 228633 149404 116520 305153 191008 72650 114145 916047 2049748 1447519 37608 260396 14998011 14584072 379196 252038 37608 24676 0 239067 416804 515781 X 7909594 7312713 6671613 6755578 14581207 14068291 14998011 14584072 X -188559 -328741 4384 X 0 1 X 1 0 X 9544646 10028185 9109658 10801518 9785881 49269888 9544646 10028185 9109658 10801518 9785881 49269888 17433612 31836276 70608 85760 62217 48159 86678 353422 35563 34126 62383 141470 196229 469771 50093081 333423 0.63550 0.62640 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 7,508. 2019 AMOUNT: $ 19,218. 2020 AMOUNT: $ 5,454. 2021 AMOUNT: $ 8,250. 2022 AMOUNT: $ 21,446. PROFESSIONAL FEES - 2018 AMOUNT: $ 28,055. 2019 AMOUNT: $ 14,908. 2020 AMOUNT: $ 56,929. 2021 AMOUNT: $ 133,220. 2022 AMOUNT: $ 174,783. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 93592 93592 8864925 8958517 597926 149482 0 0 512984 548878 561143 597926 2220931 3331397 75967 167735 219967 93592 557261 128246 137220 140286 149482 555234 832851 0 1 X 916047 -126066 789981 838917 77130 916047 798223 40694 838917 673624 128123 3524 798223 820134 -61733 84777 673624 0.63386 0.36614 0 0 261836 172341 89495 43317 18667 24650 114145 FIXED INCOME INVESTMENTS 1447519 C 1447519 OPERATING LEASE LIABILITIES 239067 239067 9780209 -328741 46794 -103500 -385447 10165656 23286 23286 10188942 10293125 46794 -107884 -61090 10354215 23286 23286 10377501 PART IV, LINE 2B: WESTERN RESOURCE ADVOCATES IS THE FISCAL SPONSOR FOR THE SIGNAL TECH COALITION. SIGNAL TECH COALITION IS A NONPROFIT ORGANIZATION REGISTERED IN THE STATE OF COLORADO AND IS ORGANIZED EXCLUSIVELY FOR ENVIRONMENTAL PURPOSES, MORE SPECIFICALLY TO EDUCATE COLORADO'S BUSINESS LEADERS ABOUT CLIMATE CHANGE AND HELP THEM ADVOCATE FOR ENVIRONMENTAL POLICIES. PART V, LINE 4: THE ENDOWMENT IS DESIGNATED TO BE USED FOR CASH RESERVES AND PROGRAM SUPPORT. EOY BALANCE $789,981 PART XI, LINE 2D - OTHER ADJUSTMENTS: FISCAL SPONSORSHIP -103,500. PART XII, LINE 2D - OTHER ADJUSTMENTS: FISCAL SPONSORSHIP -107,884. 1 UTAH CLEAN ENERGY 1014 2ND AVE SALT LAKE CITY UT 84103 371438788 501(C)(3) 10000 0 UTAH DECARVONIZATION POLICY POWDER RIVER BASIN RESOURCE COUNCIL 934 NORTH MAIN ST SHERIDAN WY 82801 742183158 501(C)(3) 40000 0 WYOMING CLEAN ENERGY POLICY 2 PART I, LINE 2: ALL GRANTEES ARE REQUIRED TO PROVIDE A FINAL NARRATIVE AND FINANCIAL REPORT. REPORTS MUST DESCRIBE THE PROGRESS MADE TOWARD THE GRANT OBJECTIVE AND THE FINANCIAL REPORT MUST SHOW THE REVENUE RECEIVED AND ACTUAL EXPENDITURES OF THE FUNDED PROJECT. GRANTEES MUST ALSO MAINTAIN RECEIPTS OF ALL EXPENDITURES AND UPON REQUEST PROVIDE COPIES OF THE SAME TO WRA. GRANTEES MUST ALSO NOTIFY WRA OF ANY ORGANIZATIONAL CHANGES DURING THE TERM OF THE GRANT, INCLUDING, BUT NOT LIMITED TO, CHANGES IN KEY PERSONNEL, CHANGES IN TAX STATUS, AND CHANGES IN THE PROPOSAL'S TIMING OR GOALS. X X X X 0 0 0 0 0 0 0 0 0 JON GOLDIN-DUBOIS PRESIDENT 234758 0 30000 0 0 0 6980 0 10417 0 282155 0 0 0 RICHARD TRILSCH VP OF FINANCE AND ADMIN 180058 0 1500 0 0 0 8271 0 9140 0 198969 0 0 0 JOHN NIELSEN VP OF POLICY AND PROGRAMS 179877 0 0 0 0 0 8891 0 9065 0 197833 0 0 0 THERESA BUSHMAN VP OF DEVELOPMENT & COMMUNICATIONS 182513 0 0 0 0 0 8271 0 3829 0 194613 0 0 0 X 2 1300 FMV X 1687 FMV X 5 210566 FMV X 1 442 FMV X GIFT CARDS 2 350 FACE VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE BY THE ORGANIZATION'S VICE PRESIDENT OF FINANCE AND ADMIN FOR REVIEW. ONCE APPROVED BY THE FINANCE COMMITTEE, FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW CONTEMPORANEOUSLY WITH FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS MONITORED BY REQUIRING ANNUAL AFFIRMATION OF EACH MEMBER OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE ESTABLISHES AND MAINTAINS A COMPETITIVE COMPENSATION PROGRAM FOR THE PRESIDENT OF THE ORGANIZATION, USING COMPARABLE COMPENSATION DATA FROM OTHER NONPROFIT ORGANIZATIONS TO BENCHMARK PAY AND OTHER PUBLISHED SURVEY DATA, WHEN APPROPRIATE, FROM FOR-PROFIT ORGANIZATIONS FOR SPECIFIC FUNCTIONAL COMPETENCIES SUCH AS LAW, FINANCE AND HUMAN RESOURCES. TOGETHER WITH DATA FROM THE COMPARABLE LOCAL AND REGIONAL ORGANIZATIONS, DATA FROM THESE MARKET SEGMENTS IS USED TO FORM A "MARKET COMPOSITE" TO ASSESS THE COMPETITIVENESS OF COMPENSATION. THE COMMITTEE MEETS ANNUALLY TO REVIEW THE COMPENSATION PROGRAM AND MAKE RECOMMENDATIONS FOR ANY CHANGES TO THE BOARD, AS APPROPRIATE. THE PRESIDENT IS RESPONSIBLE FOR ESTABLISHING AND MAINTAINING A COMPETITIVE COMPENSATION PROGRAM FOR ALL OTHER KEY EXECUTIVES OF THE ORGANIZATION. DELIBERATIONS AND CONCLUSIONS OF BOTH THE COMPENSATION COMMITTEE AND THE BOARD OF DIRECTORS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE RESPECTIVE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSETS HELD AS FISCAL SPONSOR 4,384. FORM 990, PART VI, SECTION A, LINE 1: EXECUTIVE COMMITTEE THE BOARD OF DIRECTORS MAY DESIGNATE AND APPOINT ONE OR MORE COMMITTEES, EACH OF WHICH SHALL HAVE AT LEAST ONE DIRECTOR. COMMITTEES SHALL HAVE THE AUTHORITY OF THE BOARD OF DIRECTORS TO MANAGE THE NONPROFIT, EXCEPT THAT NO COMMITTEE CAN AMEND THE BYLAWS; CHANGE THE COMMITTEE MEMBERSHIP OR THE DIRECTORS OF THE NONPROFIT; AMEND THE ARTICLES OF INCORPORATION; ADOPT A PLAN TO MERGE OR CONSOLIDATE WITH ANOTHER CORPORATION, OR ADOPT A PLAN TO CONVERT TO ANOTHER TYPE OF ENTITY; AUTHORIZE THE SALE, LEASE, EXCHANGE OR MORTGAGE OF ALL OR SUBSTANTIALLY ALL OF THE NONPROFIT'S ASSETS OUTSIDE THE ORDINARY COURSE OF BUSINESS; DISTRIBUTE THE ASSETS OF THE NONPROFIT; OR AMEND ANY RESOLUTION OF THE BOARD OF DIRECTORS. ENVIRONMENTAL CENTER OF THE ROCKIES 2260 BASELINE ROAD SUITE 200 BOULDER CO 80302 841557492 CHARITABLE CO 501(C)(3) LINE 12A, I WESTERN RESOURCE ADVOCATES 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 ENVIRONMENTAL CENTER OF THE ROCKIES K 125990 FMV