2024-08-13T10:04:19-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 4150 2ND STREET SOUTH SUITE 400 ST CLOUD MN 56301 990 2022-10-01 452746481 ECOLIBRIUM3 ECOL 2183361038 2014 W 3RD STREET DULUTH MN 55806 JODI SLICK CEO 2183361038 2024-08-12 1 0 JASON NEUMANN CPA P01690179 3202035500 2024-08-06 2022 2024-08-08 14:25:15Z JODI SLICK 2014 W 3RD STREET DULUTH MN 55806 851571 0 X WWW.ECOLIBRIUM3.ORG X 2011 MN TO LEAD AND INSPIRE CHANGE IN OUR COMMUNITY TOWARD AN EQUITABLE AND SUSTAINABLE FUTURE. 8 8 9 250 0 0 596479 642077 151451 209494 0 0 69401 0 817331 851571 0 0 0 0 435114 560259 0 0 21675 366748 332124 801862 892383 15469 -40812 1277671 1238450 684205 588409 593466 650041 X ECOLIBRIUM3'S MISSION IS TO LEAD AND INSPIRE CHANGE IN OUR COMMUNITY TOWARD AN EQUITABLE AND SUSTAINABLE FUTURE. WE WORK AT THE INTERSECTION OF ENERGY, EQUITY, AND ECONOMIC VITALITY. 0 0 758070 209494 ECOLIBRIUM3 IS A LINCOLN PARK BASED NONPROFIT ORGANIZATION WITH A MISSION TO LEAD AND INSPIRE CHANGE IN OUR COMMUNITY TOWARD AN EQUITABLE AND SUSTAINABLE FUTURE. WE ACCOMPLISH THIS MISSION THROUGH THREE AREAS OF FOCUS. THE FIRST IS SERVING AS THE NEIGHBORHOOD CONVENING ORGANIZATION IN DULUTH'S LOW-INCOME LINCOLN PARK NEIGHBORHOOD, WORKING ON ALL ASPECTS OF SUSTAINABLE REVITALIZATION THAT ADVANCES OPPORTUNITIES FOR RESIDENTS AND BUSINESSES. THE SECOND IS A FOCUS ON COMMUNITY RESILIENCE INCLUDING ASPECTS OF ENERGY TRANSITION, HOUSING STOCK IMPROVEMENT, ECONOMIC SECURITY, AND HEALTH. THE THIRD IS OUR AMERICORPS VISTA PROGRAM THAT BUILDS CAPACITY TOWARDS POVERTY ERADICATION THROUGHOUT THE REGION. ECOLIBRIUM3'S CORE COMPETENCIES INCLUDE INNOVATION, INTEGRATION, AND INSPIRATION. WE EXCEL AT UNDERSTANDING THE HIGH LEVEL CHALLENGES AND THEN DESIGNING AND IMPLEMENTING PROGRAMS, PARTNERSHIPS, AND PROJECTS THAT ADDRESS THOSE ISSUES. ECOLIBRIUM3'S FLAGSHIP PROGRAM IS ECO3 ENERGY. THIS IS A NATIONALLY RECOGNIZED, INNOVATIVE RESIDENTIAL ENERGY EFFICIENCY PROGRAM THAT WAS DESIGNED AROUND HELPING HOUSEHOLDS OVERCOME THE BARRIERS THAT CREATE A VERY LOW CONVERSION RATE FROM ENERGY AUDITS TO COMPLETED ENERGY IMPROVEMENTS. ECO3 ENERGY HAS ACHIEVED A CONVERSION RATE OF 65% BY COORDINATING AUDITS, COUNSELING ON RECOMMENDATIONS, BUNDLING FINANCIAL INCENTIVES, ASSISTING IN CONTRACTING, CONDUCTING QUALITY ASSURANCE AND RAISING FUNDS FOR GRANTS TO HOUSEHOLDS. ECO3 MAINTAINS AN EQUIPMENT LENDING LIBRARY FOR CONTRACTORS AND HOMEOWNERS, OFFERED SCHOLARSHIPS FOR CONTRACTOR ENERGY TRAINING, HAS HELPED SAVE OVER 1000 PARTICIPATING HOUSEHOLDS MORE THAN $600 PER YEAR ON ENERGY COSTS, AND ARE REDUCING CARBON FOOTPRINTS. IN 2016, WITH A LACK OF CONTRACTOR AVAILABILITY, ECOLIBRIUM3 LAUNCHED A NEW VOLUNTEER-BASED PROGRAM TO ASSIST LOW-INCOME, ELDERLY, DISABLED, AND/OR VETERAN HOUSEHOLDS COMPLETE ENERGY IMPROVEMENTS WHICH WAS FURTHER EXPANDED TO REACH LOW-INCOME HOUSEHOLDS IN NORTHEASTERN MINNESOTA IN 2017. THE DEEP PROGRAM RECEIVED THE US EPA CLIMATE SHOWCASE COMMUNITIES SEEDS OF CHANGE AWARD IN 2013. OUR ENERGY WORK HAS EXTENDED TO COMPLETION OF DULUTH'S FIRST LOW-INCOME SOLAR GARDEN AT THE ENTRANCE TO LINCOLN PARK AND ONGOING ENERGY RESILIENCE AND TRANSITION EFFORTS.WHEN DISASTER STRUCK THE REGION IN JUNE OF 2012, FLOODING SEVEN COUNTIES, ECOLIBRIUM3 APPLIED THE PROCESSES AND CAPACITY OF THE ECO3 PROGRAM TO DISASTER AND RECONSTRUCTION MANAGEMENT FOR LOW-INCOME FLOOD VICTIMS IN THE CITY OF DULUTH AND SURROUNDING COMMUNITIES. ECOLIBRIUM3 FLOOD ASSISTANCE INCLUDED HOME INSPECTIONS, DEVELOPMENT OF SCOPES OF WORK, PROVIDING BRIDGE FINANCING WHILE HOUSEHOLDS WAIT FOR DISASTER LOANS, GRANTS FOR UNMET NEEDS, COORDINATION BETWEEN MULTIPLE AGENCIES, AND CONTRACT MANAGEMENT AND QUALITY ASSURANCE FOR HOME REBUILDING. ECOLIBRIUM3 TOOK ON A LEADERSHIP ROLE IN REGIONAL RECOVERY THROUGH CHAIRMANSHIP OF THE REGIONAL LONG TERM RECOVERY COMMITTEE. ALL CASE MANAGEMENT WORK AND DISASTER RECOVERY WORK WAS CONDUCTED IN A MANNER TO INCREASE THE ENERGY EFFICIENCY OF HOMES POST-FLOOD AND TO MITIGATE DAMAGE FROM FUTURE STORMS. ECOLIBRIUM3 ASSISTED 166 FLOOD-AFFECTED HOUSEHOLDS WITH ENERGY EFFICIENT FLOOD RECOVERY AND WAS RECOGNIZED THROUGH THE WHITE HOUSE'S CHAMPIONS OF CHANGE PROGRAM. ECOLIBRIUM3 HAS TAKEN OUR EXPERIENCE WITH DISASTER RECOVERY AND THE IMPACTS OF CLIMATE CHANGE, AND CONTINUED TO LEAD THE RESILIENCE CONVERSATION IN DULUTH. IN RESPONSE TO THE COVID-19 PANDEMIC, ECO3 AGAIN TOOK ON A COMMUNITY LEADERSHIP ROLE HELPING BUSINESSES AND RESIDENTS RESPOND TO THE PANDEMIC WITH FOOD INITIATIVES, BROADBAND EFFORTS, AND A PAY IT FORWARD PPE PROJECT THAT ENGAGED OVER 1000 COMMUNITY VOLUNTEERS TO ASSEMBLE FACE SHIELDS FOR FRONTLINE WORKERS AND DISTRIBUTE FACE MASKS TO VULNERABLE COMMUNITY MEMBERS. OUR COVID-19 WORK WAS RECOGNIZED BY MAIN STREET AMERICA WITH THEIR INAUGURAL MAIN STREET FORWARD AWARD IN 2021.IN ADDITION TO WORK ON ENERGY TRANSITION AT A COMMUNITY-SCALE, ECOLIBRIUM3 SERVES AS A NEIGHBORHOOD-BASED COMMUNITY DEVELOPMENT ORGANIZATION, WORKING SPECIFICALLY FOR THE REVITALIZATION OF THE LOW-INCOME LINCOLN PARK NEIGHBORHOOD. OUR WORK INCLUDED RAISING FUNDS FOR PLAY AREAS IN THE ACTUAL LINCOLN PARK, COORDINATING A PROCESS TO ENVISION ACTIVATING GREEN SPACE THROUGHOUT THE NEIGHBORHOOD, NEIGHBORHOOD EVENT DEVELOPMENT INCLUDING A LARGE OPEN HOUSE TO HIGHLIGHT BUSINESSES AND ORGANIZATIONS, AND WORK TO CHANGE THE NEIGHBORHOOD NARRATIVE TO REFLECT THE ENERGY AND REVITALIZATION OCCURING. ECOLIBRIUM3 HAS REBRANDED THE NEIGHBORHOOD WITH #CRAFTINGSOMETHINGGREAT, HELD ECONOMIC REVITALIZATION SUMMITS, AND COORDINATES THE SPECIALIZED IMPROVEMENT AREA. IN 2019 WE FORMALLY LAUNCHED THE MAIN STREET LNPK PROGRAM TO SUPPORT SMALL BUSINESSES IN THE COMMERCIAL CORRIDOR WHICH RECEIVED FORMAL MAIN STREET RECOGNITION IN 2021. ECOLIBRIUM3 LED A SUCCESSFUL APPLICATION TO THE US DOT TO REDEVELOP THE LINCOLN PARK SECTION OF W SUPERIOR ST. OUR FINAL AREA OF IMPACT IS OUR AMERICORPS VISTA PROGRAM THAT HELPS ORGANIZATIONS THROUGHOUT THE REGION BUILD CAPACITY TO REDUCE OR ELIMINATE POVERTY. THIS PROGRAM PROVIDES FULL-TIME COMMUNITY SERVICE VOLUNTEERS TO NON-PROFIT AND GOVERNMENTAL ORGANIZATIONS TO EXPAND PARTNERSHIPS, IMPROVE SERVICES, AND RECRUIT AND MANAGE VOLUNTEERS. THE ECO3 VISTA CORPS WORKS ACROSS THE COMMUNITY RESILIENCE FRAMEWORK BY ENHANCING HOUSING, ECONOMIC DEVELOPMENT, COMMUNITY HEALTH, DISASTER PREPAREDNESS, AND ENVIRONMENTAL/SOCIAL JUSTICE PROGRAMS AND PROJECTS. 758070 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X X JODI SLICK 2183361038 2014 W THIRD ST DULUTH MN 55806 CAROLE NEWKUMET CHAIR 1.00 X X 0 0 0 JAMIE ALEXANDER BOARD MEMBER 0.50 X 0 0 0 KARL WAGNER BOARD MEMBER 0.50 X 0 0 0 REBECCA BISCHOFF BOARD MEMBER 0.50 X 0 0 0 KEVIN ANDERSON BOARD MEMBER 0.50 X 0 0 0 NJOKI KAMAU BOARD MEMBER 0.50 X 0 0 0 SARA COLE BOARD MEMBER 0.50 X 0 0 0 ANGELA JOHNSON BOARD MEMBER 0.50 X 0 0 0 JODI SLICK CEO/CFO 50.00 X 95331 0 3698 95331 0 3698 0 0 0 0 0 8595 633482 26515 642077 FEES AND EARNED INCOME 541900 150561 150561 OTHER INCOME 541900 58933 58933 209494 0 8595 0 0 851571 209494 0 0 99029 89125 4952 4952 415830 389583 15679 10568 3301 2971 165 165 42099 39152 1684 1263 93742 92805 937 17603 17603 17171 15797 1374 74056 28678 45239 139 25489 12235 8666 4588 13036 11602 1434 14897 14897 12996 12086 910 38298 38298 12091 12091 REPAIRS AND MAINTENANCE 10337 9613 724 DUES AND SUBSCRIPTIONS 2408 1228 1180 892383 758070 112638 21675 231020 183906 167324 260037 125219 57042 1756 0 9105 0 826316 201105 625516 625211 117731 112254 1277671 1238450 88923 88520 45382 0 50000 0 499900 499889 684205 588409 X 593466 633424 16617 593466 650041 1277671 1238450 -40812 97387 0 X 0 0 0 X 539004 397403 298965 596479 642077 2473928 539004 397403 298965 596479 642077 2473928 398020 2075908 1100 1100 69401 69401 2544429 1494450 0.81590 0.79190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 647064 101603 545461 179252 99502 79750 625211 SECURITY DEPOSIT 250 LAND USE RECEIVABLE 112004 112254 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX CODES. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION AND CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS A CHARITABLE TAX DEDUCTION BY THE CONTRIBUTOR. X OFFICE FURNITURE 78 25900 ESTIMATED VALUE X LANDSCAPING MATERIALS 2 615 ESTIMATED VALUE 0 0 0 PART I, COLUMN (B): OFFICE FURNITURE COUNT IS NUMBER OF PIECES DONATED. LANDSCAPING MATERIALS COUNT IS NUMBER OF INDIVIDUAL DONATIONS. FORM 990, PART VI, SECTION B, LINE 11B ONCE THE 990 IS COMPLETED IN DRAFT FORM, THE CEO AND BOARD OF DIRECTORS WILL REVIEW PRIOR TO FILING. THE BOARD WILL TAKE FORMAL ACTION ON ACCEPTANCE OF THE 990 PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ECOLIBRIUM3'S CONFLICT OF INTEREST POLICY APPLIES TO THE BOARD, OFFICERS, MANAGEMENT EMPLOYEES, THOSE MAKING PURCHASING DECISIONS, AND ANYONE WHO HAS PROPRIETARY INFORMATION CONCERNING ECOLIBRIUM3. ANNUAL DISCLOSURE IS REQUIRED PER OUR POLICY. IF A CONFLICT EXISTS (NONE TO DATE), THE CONFLICTED PARTY WILL BE EXCLUDED FROM DECISION MAKING WHERE THERE IS A CONFLICT. DEPENDING ON THE NATURE OF THE CONFLICT, THIS MAY INVOLVE ABSTENTION FROM A SINGLE VOTE TO RESIGNATION FROM POSITION. ALL BUSINESS MUST BE CONDUCTED IN THE INTEREST OF THE ORGANIZATION AND AT ARMS LENGTH. FORM 990, PART VI, SECTION B, LINE 15A A THIRD-PARTY CONSULTANT ASSISTED THE BOARD OF DIRECTORS IN CONDUCTING A WAGE STUDY FOR CEO COMPENSATION IN SEPTEMBER OF 2011 FOR THE 2012 FISCAL YEAR. THE WAGE STUDY INCLUDED COMPARATIVE DATA FOR SIMILAR POSITIONS AND ORGANIZATIONS IN THE REGION AND STATE AS DEVELOPED BY THE MINNESOTA COUNCIL OF NONPROFITS AND 990 REVIEWS. THE BOARD HELD A REVIEW OF THIS INFORMATION, ESTABLISHED THE JOB DESCRIPTION AND COMPENSATION FOR THE CEO AT THEIR SEPTEMBER 2011 REGULAR BOARD MEETING. DOCUMENTATION IS AVAILABLE IN THE MEETING MINUTES. THE BOARD IS CONDUCTING A REVIEW OF CEO COMPENSATION IN 2024. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE FOR INSPECTION IN OUR OFFICES DURING REGULAR BUSINESS HOURS.