2024-11-12T11:25:09-06:00 2023-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2023-01-01 813115310 CLIMATE LEADERSHIP COUNCIL INC CLIM 2029194900 1500 K STREET NW SUITE 850 WASHINGTON DC 20005 GREG BERTELSEN CEO 2029194900 2024-11-12 1 1 P01608821 4108840220 2023 2024-10-15 13:58:12Z X GREG BERTELSEN 1500 K STREET NW SUITE 850 WASHINGTON DC 20005 5229813 0 X WWW.CLCOUNCIL.ORG X 2016 DE TO PROMOTE THE MOST EFFECTIVE, FAIR AND POLITICALLY VIABLE CLIMATE SOLUTIONS. 7 6 19 7 0 0 2659586 5222531 0 0 652 7282 0 0 2660238 5229813 0 0 0 0 2055726 2140115 0 0 135300 1178416 1185997 3234142 3326112 -573904 1903701 3679948 6832486 504147 1752984 3175801 5079502 TO DEVELOP AND PROMOTE A CARBON DIVIDENDS FRAMEWORK - BASED ON CARBON FEES WHOSE REVENUES ARE REBATED TO CITIZENS THROUGH DIVIDENDS - AS THE MOST COST-EFFECTIVE, EQUITABLE, AND POLITICALLY VIABLE CLIMATE SOLUTION. 0 0 2658514 THE CLIMATE LEADERSHIP COUNCIL (THE "COUNCIL") WORKS WITH A BROAD SET OF STAKEHOLDERS TO ADVANCE THE MOST EFFECTIVE, FAIR, AND LASTING CLIMATE SOLUTIONS. SINCE ITS INCEPTION, THE COUNCIL HAS BEEN PRODUCING GROUNDBREAKING RESEARCH AND CONVENING MULTINATIONAL CORPORATIONS, ENVIRONMENTAL NGOS, LABOR INTERESTS, ECONOMISTS, AND OTHER THOUGHT LEADERS ACROSS THE POLITICAL SPECTRUM TO DEVELOP AND ADVANCE EFFECTIVE CLIMATE SOLUTIONS THAT LEVERAGE MARKET FORCES TO LOWER GLOBAL GREENHOUSE GAS EMISSIONS. 2658514 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 1 0 0 X MICHAEL-ANN MATTICOLI 2029194900 1500 K STREET NW SUITE 850 WASHINGTON DC 20005 GREGORY I BERTELSEN CEO 30.00 X X 314482 0 45559 CATRINA RORKE SENIOR VP OF POLICY AND RESEARCH 40.00 X 264854 0 43948 TIFFANY ADAMS EXECUTIVE VICE PRESIDENT 40.00 X 243488 0 40889 MATTHEW PORTERFIELD VP OF POLICY 40.00 X 210396 0 45774 KATHERINE JAHRIES WALLER SR. DIRECTOR, COMMUNICATIONS 40.00 X 157483 0 24784 MICHAEL-ANN MATTICOLI DIRECTOR, FINANCE AND ACCOUNTING 18.00 X 75981 0 9114 ROBERT LITTERMAN CO-CHAIR 1.00 X X 0 0 0 KATHRYN MURDOCH CO-CHAIR 1.00 X X 0 0 0 MARTIN S KAPLAN SECRETARY UNTIL DECEMBER 1.00 X X 0 0 0 VERONIQUE BARDACH SECRETARY AS OF NOVEMBER 1.00 X X 0 0 0 JULEANNA GLOVER TREASURER 1.00 X X 0 0 0 GARY RIESCHEL DIRECTOR 1.00 X 0 0 0 CHARLENE BARSHEFSKY DIRECTOR AS OF NOVEMBER 1.00 X 0 0 0 1266684 0 210068 5 0 1 0 ERM INC 300 WEST SUMMIT AVE SUITE 330 CHARLOTTE NC 28203 STRATEGIC PLANNING 150000 MV DIGITAL GROUP LLC 1101 CONNECTICUT AVE NW SUITE 450 WASHINGTON DC 20036 MEDIA CAMPAIGN 102000 2 5222531 5222531 6017 6017 1265 0 1265 1265 1265 5229813 0 0 7282 X 445136 346795 72551 25790 1358972 1060165 220449 78358 115753 89312 19504 6937 107936 83280 18187 6469 112318 86662 18925 6731 14902 3293 11609 14000 3094 10906 547465 493668 53797 106372 104672 1700 40673 25417 14289 967 42566 30668 11701 197 239686 187045 44323 8318 40587 40218 369 68970 59929 8894 147 23095 18014 3695 1386 18663 18663 PUBLICATIONS AND SUBSCR 25427 25339 88 MISCELLANEOUS 3591 943 2648 3326112 2658514 532298 135300 12150 10049 3114521 3444817 100000 1600000 5008 47335 63694 102373 152728 99237 39336 53491 345239 1574421 3679948 6832486 134628 161355 369519 1591629 504147 1752984 X 2378301 2647835 797500 2431667 3175801 5079502 3679948 6832486 1903701 0 X 0 1 X 0 0 X 6382450 2474525 3365350 2659586 5222531 20104442 6382450 2474525 3365350 2659586 5222531 20104442 8885180 11219262 25313 11026 745 652 6017 43753 20148195 0.55680 0.57840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 159101 159101 3031711 3190812 309541 77385 0 0 309541 309541 464312 159101 159101 77385 77385 116078 152728 99237 53491 53491 SECURITY DEPOSITS 51634 OPERATING LEASE RIGHT-OF-USE ASSETS 1522787 1574421 OPERATING LEASE LIABILITY 1591629 1591629 X 5247317 17504 17504 5229813 0 5229813 3343616 17504 17504 3326112 0 3326112 PART X, LINE 2: THE COUNCIL BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS OR APPLICATION. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES UNITED NATIONS CLIMATE CHANGE CONFERENCE/COP28 20217 0 0 0 0 0 0 20217 0 20217 0 0 0 0 0 0 X X 0 0 0 0 0 0 0 1 0 GREGORY I BERTELSEN CEO 299482 0 15000 0 0 0 37800 0 7759 0 360041 0 0 0 CATRINA RORKE SENIOR VP OF POLICY AND RESEARCH 242254 0 22600 0 0 0 32952 0 10996 0 308802 0 0 0 TIFFANY ADAMS EXECUTIVE VICE PRESIDENT 222335 0 21153 0 0 0 29305 0 11584 0 284377 0 0 0 MATTHEW PORTERFIELD VP OF POLICY 199838 0 10558 0 0 0 20270 0 25504 0 256170 0 0 0 KATHERINE JAHRIES WALLER SR. DIRECTOR, COMMUNICATIONS 149983 0 7500 0 0 0 18900 0 5884 0 182267 0 0 0 PART I, LINE 7 BONUSES WERE AWARDED BY THE BOARD AT THE END OF THE YEAR. SOME INDIVIDUALS RECEIVED A 5% BONUS IN RECOGNITION OF ACHIEVEMENT. FORM 990, PART VI, SECTION A, LINE 8B CLIMATE LEADERSHIP COUNCIL INC. DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE CEO AND THE DIRECTOR, FINANCE AND ACCOUNTING, REVIEW THE FORM 990. IT IS THEN PROVIDED TO THE CORPORATE OFFICERS TO REVIEW BEFORE THE CEO SIGNS THE RETURN AND FILES WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE AN OFFICER OR DIRECTOR HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE OFFICER OR DIRECTOR OF THE BASIS FOR SUCH BELIEF AND AFFORD THE OFFICER OR DIRECTOR AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE OFFICER OR DIRECTOR'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THE OFFICER OR DIRECTOR HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S BOARD OF DIRECTORS EVALUATES AND DETERMINES THE COMPENSATION FOR THE CEO. THE ORGANIZATION RETAINED THE SERVICES OF QUATT ASSOCIATES IN DECEMBER 2020 TO CONDUCT A COMPENSATION SURVEY FOR ALL SENIOR LEVEL POSITIONS, INCLUDING THE CEO. COMPENSATION FOR THE CEO FOR 2023 WAS DETERMINED BY THE BOARD BASED ON THIS COMPENSATION SURVEY. THE CEO CONDUCTS ANNUAL REVIEWS IN DECEMBER FOR ALL OTHER OFFICERS AND STAFF COMPENSATION. THE CEO ALSO DETERMINES RAISES AND PROMOTIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 91,644. MANAGEMENT AND GENERAL EXPENSES 19,795. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 111,439. MODELING: PROGRAM SERVICE EXPENSES 244,618. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 244,618. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 2,391. MANAGEMENT AND GENERAL EXPENSES 517. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,908. RESEARCH: PROGRAM SERVICE EXPENSES 155,015. MANAGEMENT AND GENERAL EXPENSES 33,485. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 188,500.