2024-10-02T12:51:11-05:00 2023-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2023-01-01 943241464 INSTITUTE FOR MARKET TRANSFORMATION INST 2025252883 PO BOX 66526 WASHINGTON DC 20035 LOTTE SCHLEGEL CHIEF EXECUTIVE OFFICER 2025252883 2024-09-30 1 0 HOLLY W CAPORALE P00235685 3019860600 2024-09-26 2023 2024-10-15 13:58:12Z ALEX DEWS PO BOX 66526 WASHINGTON DC 20035 8826978 0 X WWW.IMT.ORG X 1996 DC THE MISSION OF THE INSTITUTE IS TO CATALYZE DEMAND FOR HIGH-PERFORMING BUILDINGS. 11 11 41 0 166503 10135 3095658 7308606 1710160 1376063 29100 138854 3528 3455 4838446 8826978 432499 663950 0 0 3990833 4375615 0 0 158630 1861777 1428292 6285109 6467857 -1446663 2359121 4499701 6580356 730822 452356 3768879 6128000 THE MISSION OF THE INSTITUTE IS TO CATALYZE DEMAND FOR HIGH-PERFORMING BUILDINGS. 0 0 2916648 653950 107351 PUBLIC SECTOR ENGAGEMENT: WE ADVANCE THE DESIGN OF BUILDING PERFORMANCE POLICIES THAT EFFECTIVELY AND AFFORDABLY IMPROVE THE OPERATIONS OF BUILDINGS, CAP AND REDUCE EMISSIONS FOR ALL BUILDING TYPES AND ADDRESS COMMUNITY PRIORITIES OF EQUITY, RESILIENCY, AND PUBLIC HEALTH. IMT IS A STRATEGIC AND TECHNICAL PARTNER TO STATE, LOCAL, AND FEDERAL GOVERNMENT LEADERS AND COMMUNITY BASED ORGANIZATIONS, USING OUR EXPERTISE IN BUILDING SCIENCE, ENERGY, AND REAL ESTATE BUSINESS PRACTICES TO ADVANCE BUILDING DECARBONIZATION POLICY SOLUTIONS. 1308036 10000 455303 CODES AND REGULATORY ENGAGEMENT: CODES AND REGULATION FRAME THE LEGAL ENVIRONMENT IN WHICH BUILDINGS ARE CONSTRUCTED AND USED, EXERTING A LARGE INFLUENCE ON THE BUILT ENVIRONMENT AND BUILDING OPERATIONS. IMT WORKS WITH ENERGY CODE DEVELOPMENT BODIES TO INCORPORATE INCREASING EFFICIENCY, ELECTRIFICATION AND GRID INTERACTIVITY INTO NEW CODES. WE BRING TOGETHER CITIES TO MORE EFFECTIVELY PARTICIPATE IN UTILITY PROCEEDINGS AND MAKE UTILITY POLICIES AND PROGRAMS MORE SUPPORTIVE OF BUILDING PERFORMANCE STANDARDS. AND WE WORK TO OVERCOME THE STATUTORY BARRIERS THAT INHIBIT REGULATORS FROM BEING MORE SUPPORTIVE OF IMPROVING BUILDING PERFORMANCE. 1372577 813409 PRIVATE SECTOR ENGAGEMENT: IMT'S PRIVATE SECTOR-FOCUSED WORK AIMS TO CREATE AND SCALE NEXT-GENERATION IMPLEMENTATION PRACTICES THAT ENABLE BUILDING OWNERS AND OPERATORS TO SERVE THE INTERESTS OF ALL STAKEHOLDERS (E.G., INVESTORS, OCCUPANTS, COMMUNITIES) BY DEPLOYING BUILDINGS AS ASSETS IN TRANSFORMING OUR SOCIAL, ECONOMIC, AND PHYSICAL WELL-BEING. 5597261 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 41 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA NY X BETSY LAW 2025252883 PO BOX 66526 WASHINGTON DC 20035 ADAM HINGE BOARD CHAIR 2.00 X X 0 0 0 SANDRA HENRY BOARD CHAIR-ELECT 2.00 X X 0 0 0 AKSHAI RAO BOARD SECRETARY 2.00 X X 0 0 0 BOMEE JUNG BOARD TREASURER 2.00 X X 0 0 0 ERIC WALKER BOARD MEMBER 2.00 X 0 0 0 CARLTON BROWN BOARD MEMBER 2.00 X 0 0 0 JONATHAN ARNOLD BOARD MEMBER 2.00 X 0 0 0 JULIA GISEWITE BOARD MEMBER 2.00 X 0 0 0 TAMARA JONES BOARD MEMBER 2.00 X 0 0 0 MAUREEN WATERS BOARD MEMBER 2.00 X 0 0 0 DAVID GOLDSTEIN BOARD MEMBER 2.00 X 0 0 0 LOTTE SCHLEGEL EXECUTIVE DIRECTOR 35.00 X 191849 0 26449 ALEX DEWS MANAGING DIRECTOR 35.00 X 166633 0 17876 BETSY LAW MANAGING DIRECTOR 35.00 X 160286 0 18817 ASHAWNDA FLEMING MANAGING DIRECTOR 35.00 X 108734 0 15989 MARLA THALHEIMER SENIOR DIRECTOR 35.00 X 144335 0 35338 LAUREN JESSICA MILLER SENIOR DIRECTOR 35.00 X 143217 0 5791 CLIFFORD MAJERSIK SENIOR ADVISOR 35.00 X 138007 0 30962 AMY BOYCE SENIOR DIRECTOR 35.00 X 131417 0 3943 MICHAEL TOWLER DIRECTOR 35.00 X 125520 0 20767 1309998 0 175932 19 0 1 0 SLIPSTREAM GROUP INC 431 CATALYST WAY MADISON WI 53719 CONSULTING SERVICES FEDERAL PROGRAMS 112695 1 181609 7126997 7308606 CONTRACT REVENUE 541900 1224598 1198990 25608 MEMBERSHIP DUES 900099 151465 10570 140895 1376063 138854 138854 MISCELLANEOUS 900099 3455 3455 3455 8826978 1213015 166503 138854 X 663950 663950 706634 418834 260556 27244 3030173 2685834 272170 72169 86122 76579 7508 2035 264560 234224 24204 6132 288126 240757 39787 7582 23277 19845 2923 509 34251 34251 908621 855441 23242 29938 36630 32427 3413 790 106539 80250 23860 2429 94289 87014 4001 3274 63285 59075 2712 1498 33323 27919 4545 859 41886 36385 4699 802 SUBSCRIPTIONS/LICENSES 62182 56467 2631 3084 MISCELLANEOUS 20454 18705 1464 285 MEMBERSHIPS 3555 3555 6467857 5597261 711966 158630 5 5 3811414 4913352 74838 1338058 404802 135955 70594 145496 175053 136419 47187 38634 90861 8856 4499701 6580356 638028 362137 92794 90219 730822 452356 X 3026592 2671044 742287 3456956 3768879 6128000 4499701 6580356 2359121 0 X X 0 1 X 1 0 X 2144059 2367538 4425637 3095658 7308606 19341498 2144059 2367538 4425637 3095658 7308606 19341498 6691130 12650368 63785 26697 5901 29100 138854 264337 2128 2128 19559 3672 500 3528 3455 30714 19638677 5512180 0.64420 0.71340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 19,559. 2020 AMOUNT: $ 3,672. 2021 AMOUNT: $ 500. 2022 AMOUNT: $ 3,528. 2023 AMOUNT: $ 3,455. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1890 11805 13695 6454162 6467857 473393 118348 0 0 370860 393691 464255 473393 1702199 2553299 945 6569 3821 13695 25030 92715 98423 116064 118348 425550 638325 85 430 1890 2405 175053 136419 38634 38634 DEFERRED REVENUE 90219 90219 X 8860719 33741 33741 8826978 0 8826978 6501598 33741 33741 6467857 0 6467857 PART X, LINE 2: THE INSTITUTE REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE INSTITUTE DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. THE INSTITUTE'S IRS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FORM 990-T, EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN, AND FORM D-20, DISTRICT OF COLUMBIA CORPORATE FRANCHISE TAX RETURN, ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE AUTHORITIES, GENERALLY FOR THREE YEARS AFTER FILING. 1 VERDE 7001 NE COLUMBIA BLVD PORTLAND OR 97218 203685723 501(C)(3) 13750 0 COMMUNITY ACCOUNTABILITY BOARD COHORT WORK SUBGRANT PUBLIC HEALTH LAW CENTER 875 SUMMIT AVENUE ST PAUL MN 55105 411896367 501(C)(3) 200000 0 COUNCIL ON ENVIRONMENTAL QUALITY SUBGRANT SOCIAL & ENVIRONMENTAL ENTERPRENEURS 23564 CALABASAS ROAD SUITE 201 CALABASAS CA 91302 954116679 501(C)(3) 362700 0 COMMUNITY CLIMATE SHIFT PROJECT SUBGRANT GRASSROOTS IMPACT EDUCATION FUND 4529 COVE DRIVE 108 ORLANDO FL 32812 882490143 501(C)(3) 13750 0 COMMUNITY ACCOUNTABILITY BOARD COHORT WORK SUBGRANT GROUNDWORK DATA 78 HILLTOP RD LONGMEADOW MA 01106 932844190 10000 0 SUSTAINABLE CITIES INITIATIVE PROJECT SUBGRANT STRATEGIC ACTIONS FOR A JUST ECONOMY 152 W 32ND STREET LOS ANGELES CA 90007 931226092 501(C)(3) 63750 0 COMMUNITY ACCOUNTABILITY BOARD COHORT WORK AND WHITE PAPER SUBGRANT 5 1 PART I, LINE 2: AS PART OF IMT'S WORK COLLABORATING WITH COMMUNITY BASED ORGANIZATIONS AND OTHER STAKEHOLDERS, WE SOMETIMES GRANT FUNDS TO OTHER ORGANIZATIONS. IMT REQUIRES ALL GRANT RECIPIENTS TO SIGN A GRANT AGREEMENT AND CERTIFY THAT THEY WILL NOT USE ANY OF THE PROVIDED FUNDS FOR LOBBYING. EACH GRANT RECIPIENT IS REQUIRED TO SUBMIT A FINANCIAL AND NARRATIVE REPORT CERTIFYING THAT THEY HAVE SPENT THE FUNDS ACCORDING TO THE APPROVED SCOPE AND/OR RETURN THOSE FUNDS TO IMT. X 0 0 0 0 0 0 0 0 0 LOTTE SCHLEGEL EXECUTIVE DIRECTOR 191849 0 0 0 0 0 5850 0 20599 0 218298 0 0 0 ALEX DEWS MANAGING DIRECTOR 166633 0 0 0 0 0 4999 0 12877 0 184509 0 0 0 MARLA THALHEIMER SENIOR DIRECTOR 144335 0 0 0 0 0 4479 0 30859 0 179673 0 0 0 BETSY LAW MANAGING DIRECTOR 160286 0 0 0 0 0 4860 0 13957 0 179103 0 0 0 CLIFFORD MAJERSIK SENIOR ADVISOR 138007 0 0 0 0 0 4260 0 26702 0 168969 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B IMT'S DIRECTOR, STRATEGIC SERVICES RECEIVES THE FORM 990 PREPARED BY THE AUDITORS AND CIRCULATES IT TO THE BOARD CHAIR AND TREASURER OF THE BOARD FOR REVIEW & SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS DISTRUBUTED ANNUALLY AND MUST BE SIGNED ANNUALLY ACKNOWLEDGING RECEIPT OF THE POLICY AND ANY CONFLICTS SHOULD BE NOTED. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY OF THE EXECUTIVE DIRECTOR SHALL BE APPROVED BY THE IMT BOARD OF DIRECTORS, AND SHALL BE DETERMINED BASED ON COMPARISONS WITH PAY FOR EXECUTIVE DIRECTORS OF OTHER NONPROFIT ORGANIZATIONS OF SIMILAR SIZE AND SIMILAR PURPOSE, AS WELL AS ON IMT'S FINANCIAL SITUATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER CONSULTING: PROGRAM SERVICE EXPENSES 855,441. MANAGEMENT AND GENERAL EXPENSES 23,242. FUNDRAISING EXPENSES 29,938. TOTAL EXPENSES 908,621. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.