2024-10-23T16:10:09-05:00 2023-12-31 840884124 BiggsKofford PC 630 Southpointe Court Suite 200 Colorado Springs CO 80906 990 2023-01-01 841113831 Western Resource Advocates WEST 3034441188 2260 Baseline Rd Suite 200 Boulder CO 80302 Richard Trilsch VP of Finance and Administration 3034441188 2024-10-23 1 0 Bret Wichert CPA P00576888 7195799090 2023 2024-10-15 13:58:12Z Richard Trilsch 2260 Baseline Rd Suite 200 Boulder CO 80302 19353537 0 X www.westernresourceadvocates.org X 1989 CO Fights climate change and its impacts to sustain the environment, economy, and people of the West. 19 19 97 19 0 0 9785881 17807203 176534 136758 30298 329710 196229 217978 10188942 18491649 50000 377800 0 0 6159814 7075926 0 0 1791477 4167687 5008316 10377501 12462042 -188559 6029607 14584072 21124209 515781 904157 14068291 20220052 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 5946541 135892 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. 2519711 159950 136758 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. 1585726 81958 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. Fiscal Sponsorship - Through most of 2023 Western Resource Advocates was 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. The fiscal sponsorship ended in October 2023. 10051978 1 1 0 1 0 0 0 0 1 1 1 1 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 1 0 0 0 0 1 1 1 0 0 1 49 0 1 97 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X The Organization 3034441188 2260 Baseline Rd Suite 200 Boulder CO 80302 Carla Donelson Chair 1.00 X X 0 0 0 Moroni Benally Co-Vice Chair 1.00 X X 0 0 0 Kim Miller Co-Vice Chair 1.00 X X 0 0 0 Matthew Hunt Treasurer 1.00 X X 0 0 0 Jamie Starr Secretary 1.00 X X 0 0 0 Michelle Campbell Director 1.00 X 0 0 0 Carrie Doyle Director 1.00 X 0 0 0 Eli Feldman Director 1.00 0.10 X 0 0 0 Carla Johnson Director 1.00 X 0 0 0 Eric Laufer Director 1.00 X 0 0 0 Reuben Munger Director 1.00 X 0 0 0 Loreta Pineda Director 1.00 X 0 0 0 Portia Prescott Director 1.00 X 0 0 0 Martha Records Director 1.00 X 0 0 0 Chris Robinson Director 1.00 X 0 0 0 Chas Robles Director 1.00 X 0 0 0 Yadira Sanchez Director 1.00 X 0 0 0 Heather Tanana Director 1.00 X 0 0 0 Felipe Vieyra Director 1.00 X 0 0 0 Jon Goldin-Dubois President 40.00 X 254994 0 25105 Richard Trilsch VP of Finance and Admin 40.00 0.25 X 175294 0 19716 Theresa Bushman VP of Development and Communications 40.00 X 168161 0 19787 John Nielsen VP of Policy and Programs 40.00 X 171368 0 18225 Kathryne Grove VP of Equity and Culture 40.00 X 166464 0 18921 Bart Miller Healthy Rivers Director 40.00 X 117674 0 17181 Jeremy Vesbach Western Lands Program Director 40.00 X 120888 0 17711 Gwen Farnsworth Clean Energy Deputy Director of State Advocacy 40.00 X 112149 0 15589 Nancy Kelly Senior Policy Advisor, Clean Energy 40.00 X 120984 0 16711 Jennifer Walker Senior Attorney, Western Lands 40.00 X 123421 0 16356 1531397 0 185302 10 0 1 0 AG Policy Solutions LLC 461 S Marshall St Lakewood CO 80226 Consulting services 121278 1 2880000 14927203 1573420 17807203 State contracts 541900 136758 136758 136758 332758 332758 858840 861888 -3048 -3048 -3048 Professional fees 541100 212290 212290 Miscellaneous income 900099 5688 5688 217978 18491649 354736 0 329710 377800 377800 1038037 591449 199371 247217 4495656 3710499 72997 712160 282292 219457 13894 48941 682669 530714 33601 118354 577272 448777 28413 100082 24654 21052 3602 35425 35425 30566 30566 1115124 1043692 13330 58102 217747 123240 32729 61778 273806 187471 41675 44660 158479 128512 6714 23253 229818 129096 55474 45248 56237 42088 5539 8610 Marketing and Communica 1356365 1096702 0 259663 Government affairs 1150271 1150271 0 0 Equity and culture 335421 243104 35117 57200 Miscellaneous 24403 8054 10140 6209 12462042 10051978 618587 1791477 1001442 2601774 5415708 7853313 3949961 6709547 228633 56606 116520 161973 335653 228743 114145 106910 2049748 2000033 1447519 1360884 260396 273169 14584072 21124209 252038 628790 24676 23554 239067 251813 515781 904157 X 7312713 8342245 6755578 11877807 14068291 20220052 14584072 21124209 6029607 122154 0 X X 0 1 X 1 0 X 10028185 9109658 10801518 9785881 17807203 57532445 10028185 9109658 10801518 9785881 17807203 57532445 20985319 36547126 85760 62217 48159 86678 332758 615572 34126 62383 141470 196229 217978 652186 58800203 0.62150 0.63550 X Schedule A, Part II, Line 10, Explanation of Other Income: Miscellaneous - 2019 Amount: $ 19,218. 2020 Amount: $ 5,454. 2021 Amount: $ 8,250. 2022 Amount: $ 21,446. 2023 Amount: $ 5,688. Professional fees - 2019 Amount: $ 14,908. 2020 Amount: $ 56,929. 2021 Amount: $ 133,220. 2022 Amount: $ 174,783. 2023 Amount: $ 212,290. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 378499 378499 12083543 12462042 773102 193276 0 0 548878 561143 597926 773102 2481049 3721574 167735 219967 93592 378499 859793 137220 140286 149482 193276 620264 930396 0 1 X 789981 77256 320000 547237 916047 -126066 789981 838917 77130 916047 798223 40694 838917 673624 128123 3524 798223 1.00000 0 0 311003 225053 85950 24650 3690 20960 106910 Fixed income investments 1360884 F 1360884 Operating Lease Liabilities 251813 251813 X 18635554 122154 52317 174471 18461083 30566 30566 18491649 12483793 52317 52317 12431476 30566 30566 12462042 Part IV, Line 2b: Western Resource Advocates was the fiscal sponsor for the Signal Tech Coalition. Signal Tech Coalition is a non-profit 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. Fiscal sponsorship ended in 2023. Part V, Line 4: The endowment is designed to be used for cash reserves and program support. Part X, Line 2: WRA evaluates the effect of uncertain tax positions, if any, and provides for those positions in accordance with the provisions of FASB ASC Topic 450, Contingencies. No tax accrual for uncertain tax positions has been recorded as management believes there are no uncertain tax positions for WRA. 1 Center for Energy Efficiency and Renewable Technologies 1100 Eleventh Street Ste 311 Sacramento CA 95814 680260751 501c3 25000 0 Accelerating Transmission Planning and Development in the West Renewable Northwest Project 421 SW 6th Avenue Suite 1400 Portland OR 97204 911815618 501c3 25000 0 Western Transmission Collaborative American Rivers Inc 1101 14th St NW Suite 1400 Washington DC 20005 237305963 501c3 45800 0 Coordinate Communications Tactics and Media Outreach with the Water for Colorado Coalition River Network PO Box 21387 Boulder CO 80308 930969979 501c3 7500 0 Recreational Flow Recommendations and Stream Management Planning River Network PO Box 21387 Boulder CO 80308 930969979 501c3 24500 0 Enhancing Understanding of Environmental Flows Assessments and Tools WRA Action Fund 2260 Baseline Rd Boulder CO 80302 874173004 501c4 250000 0 General Support Grant 5 1 Part I, Line 2: As part of our grant agreement(s) we require the grantee to submit a final narrative and financial report after the grant period ends. X X X 0 0 0 0 0 0 0 0 0 Jon Goldin-Dubois President 219994 0 35000 0 0 0 11705 0 13400 0 280099 0 0 0 Richard Trilsch VP of Finance and Admin 175294 0 0 0 0 0 9835 0 9881 0 195010 0 0 0 John Nielsen VP of Policy and Programs 171368 0 0 0 0 0 7747 0 10478 0 189593 0 0 0 Theresa Bushman VP of Development and Communications 168161 0 0 0 0 0 9906 0 9881 0 187948 0 0 0 Kathryne Grove VP of Equity and Culture 166464 0 0 0 0 0 8951 0 9970 0 185385 0 0 0 Part I, Line 3 The executive committee (which serves as the compensation committee) establishes and maintains a competitive compensation program for the President of the organization, using comparable compensation data from other non-profit 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. X 8 1573117 FMV X 1 304 Donor determined 0 1 0 Form 990, Part VI, Section A, line 1a 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. Form 990, Part VI, Section B, line 11b The Form 990 is presented to the Finance Committee by the WRA's Vice President of Finance and Administration for review. Once approved by the Finance Committee, the Form 990 is provided to the board for review contemporaneously with filing. Form 990, Part VI, Section B, line 12c The 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 executive committee (which serves as the compensation committee) establishes and maintains a competitive compensation program for the President of the organization, using comparable compensation data from other non-profit 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 WRA's website. WRA makes its governing documents and conflict of interest policy available to the public upon request. Form 990, Part XII, Line 2c: This process has not changed from the prior year. 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 WRA Action Fund 2260 Baseline Road Suite 200 Boulder CO 80302 874173004 Charitable CO 501(c)(4) N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 Environmental Center of the Rockies C 2880000 Cash grant WRA Action Fund B 250000 Cash grant WRA Action Fund Q 3706 Cash paid