2025-05-14T15:31:05+00:00 2024-06-30 440160260 Forvis Mazars LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2023-07-01 742244146 Rocky Mountain Institute ROCK 3032451003 2490 JUNCTION PLACE 200 BOULDER CO 80301 JON CREYTS CEO 3032451003 2025-05-14 true true Adam R Smith P00958966 7194714290 2025-05-15 2023 2025-03-06 01:10:19Z JON CREYTS 2490 JUNCTION PLACE 200 BOULDER CO 80301 173373751 false X WWW.RMI.ORG X 1982 CO We work with businesses, policymakers, and communities to scale energy efficiency and renewable energy solutions, reduce energy waste, and boost access to affordable clean energy. 14 12 682 12 134163 0 105446092 124078624 24790890 29890319 8804384 838264 355302 9926284 139396668 164733491 8697316 14675465 0 0 95659198 106709635 21780 94680 6934646 36778724 38535192 141157018 160014972 -1760350 4718519 140735486 149471347 44380064 45698763 96355422 103772584 X We work with businesses, policymakers, and communities to scale energy efficiency and renewable energy solutions, reduce energy waste, and boost access to affordable clean energy. true false 51471713 2548321 20442130 DECARBONIZING KEY SECTORS: - RMI's BUILDINGS PROGRAM DRIVES A CLEAN ENERGY TRANSITION IN THE GLOBAL BUILDINGS SECTOR BY ADOPTING A WHOLE-SYSTEMS APPROACH. WE WORK TO ADVANCE CLEAN TECHNOLOGY IN THE GLOBAL BUILDING SECTOR THAT LOWERS HOUSING COST BURDENS AND IMPROVES HOUSING QUALITY, CREATING A SAFE AND HEALTHY BUILT ENVIRONMENT FOR ALL. - RMI's ELECTRICITY PROGRAM WORKS WITH PARTNERS TO CREATE AND SCALE SOLUTIONS THAT DEPLOY CLEAN ENERGY TECHNOLOGIES WHILE MAINTAINING ENERGY RELIABILITY, EXPANDING ENERGY ACCESS, AND IMPROVING AFFORDABILITY. WE SUPPORT US UTILITIES IN PLANNING, PROVIDE INDEPENDENT ANALYSIS ON CHINA'S USE OF WIND AND SOLAR TO MEET ITS GROWING ELECTRICITY DEMAND, AND TRANSFORM UTILITY BUSINESS MODELS TO SUPPORT CLEAN ENERGY INVESTMENT IN THE GLOBAL SOUTH. - RMI's TRANSPORTATION PROGRAM SPEARHEADS A RAPID AND EQUITABLE TRANSITION TO A CLEAN TRANSPORTATION FUTURE IN INDIA, CHINA, THE UNITED STATES, AND THE GLOBAL SOUTH. GLOBALLY, OUR WORK WILL ACCELERATE THE ELECTRIFICATION OF TWO- AND THREE-WHEELERS, TRUCKS, AND FACILITATE INVESTMENT IN EV INFRASTRUCTURE FOR ALL. - CLIMATE-ALIGNED INDUSTRIES ENGAGES WITH THE PUBLIC AND PRIVATE SECTORS TO KICK- START FIRST-OF-A-KIND INDUSTRIAL PROJECTS THAT ACCELERATE THE DEPLOYMENT OF CLEAN ENERGY WORLDWIDE FOR HEAVY INDUSTRY. WITH PARTNERS, WE LEVERAGE "HUBS" TO COMPLETE FIRST-MOVER COMMERCIAL SCALE PROJECTS, ENCOURAGE THE BUILD-OUT OF GREEN HYDROGEN, AND ACCELERATE CARBON DIOXIDE REMOVAL PROJECTS. 37159980 3517038 4714796 SCALING SOLUTIONS AROUND THE WORLD: - RMI CHINA ACCELERATES DECARBONIZATION OF THE COUNTRY'S BIGGEST CARBON-PRODUCING SECTORS, OFFERING IN-DEPTH, INDEPENDENT TECHNICAL EXPERTISE AND SOLUTION-BASED IMPLEMENTATION STRATEGIES TO HELP CHINA REACH CLEAN ENERGY AND EMISSIONS REDUCTION TARGETS. - THE GLOBAL SOUTH PROGRAM WORKS ON THE GROUND TO ACCELERATE THE ENERGY TRANSITION, HELPING EMPOWER, CONNECT, AND ELEVATE VOICES IN AFRICA, SOUTHEAST ASIA, THE CARIBBEAN, AND BEYOND TO DEVELOP THE LABOR AND SKILLS NEEDED TO BE PART AND BENEFIT FROM THE ENERGY TRANSITION. - RMI INDIA SUPPORTS THE TRANSFORMATION OF INDIA'S ECONOMY FOR A CLEAN, THRIVING, AND INCLUSIVE ENERGY FUTURE, ALIGNED WITH THE COUNTRY'S BOLD AMBITION TO ACHIEVE A NET-ZERO ECONOMY BY 2070. - THE US PROGRAM RAISES THE AMBITION AND IMPACT OF US FEDERAL AND STATE CLIMATE POLICY, HELPING CREATE TANGIBLE EXAMPLES TO SHOW THAT MEASURES TO BOOST RENEWABLE ENERGY AND REDUCE ENERGY WASTE ARE NOT ONLY POSSIBLE BUT ARE ECONOMICALLY AND SOCIALLY ADVANTAGEOUS. - URBAN TRANSFORMATION HELPS CITIES IMPLEMENT AND ACT ON THEIR CLIMATE PLANS TO REDUCE EMISSIONS, ENHANCE LIVABILITY AND INCREASE RESILIENCE FOR ALL. - ENERGY TRANSITION "SUPER TEAM" BRINGS TOGETHER EXPERTS FROM ACROSS THE INSTITUTE TO DEVELOP INNOVATIVE AND INCLUSIVE FINANCIAL APPROACHES TO THE TRANSITION TO CLEAN ENERGY. THESE APPROACHES CAN MOBILIZE CAPITAL AND ALIGN STAKEHOLDERS FOR A FASTER ENERGY TRANSITION. 33153047 2368491 3301932 APPLYING POWERFUL MARKET CATALYSTS: - THE CLIMATE FINANCE ACCESS NETWORK HELPS DEVELOPING COUNTRIES SECURE AND STRUCTURE FINANCE FOR CLIMATE INVESTMENTS, WITH A FOCUS ON SMALL ISLAND DEVELOPING STATES (SIDS) AND LEAST DEVELOPED COUNTRIES (LDCS) IN AFRICA, THE PACIFIC ISLANDS, AND THE CARIBBEAN. - CLIMATE INTELLIGENCE MAKES EMISSIONS VISIBLE - IMPROVING ACCESS TO TIMELY, TRUSTWORTHY DATA THAT CAN HELP DRIVE CLIMATE-ALIGNED DECISIONS AND TRANSACTIONS GLOBALLY. - CLIMATE-ALIGNED FINANCE PARTNERS WITH THE FINANCE COMMUNITY TO BUILD THE INFRASTRUCTURE AND SOLUTIONS NECESSARY TO ALIGN THE GLOBAL FINANCE SECTOR'S ACTIONS WITH EQUITABLE, CONCRETE CARBON REDUCTION GOALS. WE SUPPORT EMERGING ECONOMIES AND DEVELOPING COUNTRIES TO BREAK DOWN ROADBLOCKS TO CLIMATE FINANCE, AND PROVIDE ANALYSIS TO MAXIMIZE US INVESTMENTS IN THE ENERGY TRANSITION. - THE ENERGY TRANSITION ACADEMY IS A LEADERSHIP, CAPACITY, AND WORKFORCE DEVELOPMENT PLATFORM FOR ENERGY LEADERS AROUND THE WORLD. IT OFFERS TOOLS AND SERVICES TO ADVANCE PROJECTS, PROGRAMS, AND POLICIES THAT WILL EMPOWER COMMUNITIES ACROSS THE GLOBAL SOUTH TO BOOST THEIR RESILIENCE TO CLIMATE HAZARDS AND SEIZE CLEAN ENERGY OPPORTUNITIES. - STRATEGY TEAM (FORMERLY PORTFOLIO IMPACT ACCELERATOR AND STRATEGIC ANALYSIS AND ENGAGEMENT) MAXIMIZES RMI'S IMPACT BY PROVIDING PORTFOLIO-LEVEL STRATEGIC INSIGHTS AND INTELLIGENCE, BOTH INTERNALLY AND EXTERNALLY, SUPPORTING STRATEGIC ENGAGEMENT WITH CRITICAL STAKEHOLDERS, DRIVING OUR ORGANIZATIONAL STRATEGY PLANNING PROCESS, AND SUPPORTING STRATEGY COUNCIL DECISION MAKING. - THIRD DERIVATIVE GUIDES AND SUPPORTS THE CLIMATE TECH ENTREPRENEURS WHO ARE DEVELOPING AND INNOVATING CUTTING-EDGE CLEAN TECH SOLUTIONS, CONNECTING THEM WITH A VAST AND DIVERSE NETWORK OF EXPERTS, CORPORATE PARTNERS, AND INVESTORS TO HELP THESE STARTUPS GO TO MARKET FASTER AND ADVANCE CLIMATE TECH INNOVATION. 12975834 6241615 1431679 OTHER RMI INITIATIVES - INFLUENCE TEAM: AS AN AUDIENCE-FIRST, MULTI-CHANNEL STORYTELLING FORCE, RMI STRATEGICALLY COMMUNICATES TO ITS STAKEHOLDERS, THE MEDIA, AND KEY DECISION-MAKERS TO SHARE OUR TECHNICAL EXPERTISE AND INSPIRE THEM TO ACT ON SOLUTIONS. THROUGH PARTNERSHIPS, STRATEGIC COMMUNICATIONS, AND MULTI-CHANNEL STORYTELLING WE INFLUENCE GLOBAL LEADERS TO ADOPT AND SPREAD THE MESSAGE OF THE ACCELERATING ENERGY TRANSITION. - ZETRO ENERGY IS A UNIQUE SOFTWARE TOOL THAT HELPS SCALE AND DISSEMINATE ZERO- CARBON BUILDING PRACTICES, TECHNOLOGIES, BUSINESS MODELS, AND FINANCE REQUIREMENTS. 12975834 6241615 1431679 134760574 true true false true false false false false true true true false true true true false true false true true true true true false false false true false true false false false false false true false false true false false false true true true true false false true X 115 0 682 true true true true CH CO false false false false false false false false false false X 14 12 false false false false false false false true true false false true true true true true true true true false CA CO CT DC FL GA HI IL KS KY ME AK MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA AR WA WV WI X X OCTAVIO FUENTES 3032451003 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MCCREERY CHIEF FINANCIAL OFFICER 40.0 1.0 X 375677 0 49278 HEIDI JOHNSON ASSISTANT SECRETARY 40.0 0.0 X 91691 0 29645 JENNIFER STOKES CHIEF DEVELOPMENT OFFICER 40.0 0.0 X 366224 0 35426 KYLIE ROGERS CHIEF PEOPLE OFFICER 40.0 0.0 X 366454 0 53499 BRYAN FISHER MANAGING DIRECTOR 40.0 0.0 X 370586 0 47878 JOSH HENRETIG MANAGING DIRECTOR 40.0 0.0 X 368826 0 47814 LEIA GUCCIONE MANAGING DIRECTOR 40.0 0.0 X 373414 0 16751 LENA HANSEN CHIEF STRATEGY OFFICER 40.0 1.0 X 374601 0 32691 RUSHAD NANVATTY MANAGING DIRECTOR 40.0 0.0 X 386250 0 16073 JULES KORTENHORST CEO (END 1/2023) 40.0 1.0 X 282318 0 1633 4417976 0 424480 284 true true false Weatherproofing Technologies Inc 3735 Green Road Beachwood OH 44122 ARCHITECT AND RESTORATION 1225114 TopBloc LLC 600 W Chicago Ave Chicago IL 60654 SOFTWARE CONSULTING 852731 Managed Solution 2150 W Washington St Suite 402 San Diego CA 92110 INFORMATION TECHNOLOGY 745766 Neoteric Energy and Climate LLC 1717 N St NW STE 1 Washington DC 20036 CONSULTING 435840 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160014972 Schedule D, Part V, Line 4 Intended uses of endowment funds ENDOWMENT FUNDS ARE USED TO PROVIDE RMI INTERNSHIPS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 BENEFICIAL INTEREST HELD IN THE DENVER FOUNDATION - 54207 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Grants to related organization - 961400 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Grants to related organization - 961400 true Central America and the Caribbean 0 9 Program Services Carbon-Free Buildings, Carbon-Free Transportation, Climate Aligned Industries, Climate Finance Access Network, Energy Transition Academy, Global South, India, Islands, Strategy Team (Including Management Services) 2120460 East Asia and the Pacific 1 43 Program Services Carbon-Free Buildings, Carbon-Free Electricity, Carbon-Free Transportation, China, Climate Aligned Industries, Climate Finance Access Network, Climate Intelligence, Climate Aligned Finance, Global South, India, Influence Team, Islands, SE Asia, Super Team, Third Derivative (Including Management and Fundraising Services) 10097908 Europe (Including Iceland and Greenland) 0 42 Program Services Africa, Carbon-Free Buildings, Carbon-Free Electricity, Carbon-Free Transportation, China, Climate Aligned Industries, Climate Finance Access Network, Climate Intelligence, Energy Transition Academy, Climate Aligned Finance, Global South, India, Influence Team, Islands, Strategy Team, Super Team, Third Derivative, US (Including Management and Fundraising Services) 10039960 Middle East and North Africa 0 1 Program Services Climate Aligned Industries, Climate Finance Access Network, Climate Intelligence, Climate Aligned Finance, Global South, Influence Team, Strategy Team, Third Derivative (Including Management and Fundraising Services) 673270 North America (Canada & Mexico only) 0 14 Program Services Africa, Carbon-Free Buildings, Carbon-Free Electricity, Carbon-Free Transportation, Climate Aligned Industries, Climate Finance Access Network, Climate Intelligence, Energy Transition Academy, Climate Aligned Finance, Global South, Influence Team, MiQ Foundation, SE Asia, Strategy Team, Third Derivative, US (Including Management Services) 2621016 South America 0 0 Program Services Carbon-Free Buildings, Climate Aligned Industries, Climate Intelligence, Islands, Super Team, US (Including Management Services) 54834 South Asia 0 26 Program Services Carbon-Free Buildings, Carbon-Free Transportation, China, Climate Aligned Industries, Climate Finance Access Network, Climate Intelligence, Global South, India, Influence Team, Islands, SE Asia, Third Derivative, Zetro Energy (Including Management and Fundraising Services) 2551959 Sub-Saharan Africa 0 9 Program Services Africa, Carbon-Free Transportation, Climate Aligned Industries, Climate Finance Access Network, Climate Intelligence, Energy Transition Academy, Global South, Influence Team, Islands, SE Asia, Super Team, Third Derivative, (Including Management and Fundraising Services) 2986870 East Asia and the Pacific 0 0 Grant Making 1546156 Europe (Including Iceland and Greenland) 0 0 Grant Making 1263592 North America (Canada & Mexico only) 0 0 Grantmaking 57197 South Asia 0 0 Grant Making 345228 Sub-Saharan Africa 0 0 Grant Making 570112 South Asia 0 0 Grant Making 1049593 1 144 0 0 1 144 35978155 0 35978155 Europe (Including Iceland and Greenland) CLIMATE-ALIGNED FINANCE 200000 WIRE East Asia and the Pacific THE GLOBAL SOUTH PROGRAM 135000 WIRE Sub-Saharan Africa THE GLOBAL SOUTH PROGRAM 126808 WIRE South Asia CARBON-FREE BUILDINGS 150000 WIRE South Asia RMI INDIA 140378 WIRE Europe (Including Iceland and Greenland) THE GLOBAL SOUTH PROGRAM 44305 WIRE Sub-Saharan Africa THE GLOBAL SOUTH PROGRAM 322120 WIRE Europe (Including Iceland and Greenland) THE GLOBAL SOUTH PROGRAM 54287 WIRE East Asia and the Pacific THE CLIMATE FINANCE ACCESS NETWORK 325112 WIRE Europe (Including Iceland and Greenland) THIRD DERIVATIVE 525000 WIRE Sub-Saharan Africa THE GLOBAL SOUTH PROGRAM 55000 WIRE Europe (Including Iceland and Greenland) Climate Aligned Industries 115000 WIRE Sub-Saharan Africa THE GLOBAL SOUTH PROGRAM 55000 WIRE East Asia and the Pacific RMI CHINA 250373 WIRE Sub-Saharan Africa THE GLOBAL SOUTH PROGRAM 11183 WIRE East Asia and the Pacific THE ENERGY TRANSITION ACADEMY 35181 WIRE Europe (Including Iceland and Greenland) CLIMATE INTELLIGENCE 200000 WIRE South Asia Climate Aligned Industries 54850 WIRE East Asia and the Pacific THE CLIMATE FINANCE ACCESS NETWORK 747500 WIRE North America (Canada & Mexico only) CLIMATE INTELLIGENCE 57197 WIRE East Asia and the Pacific THE GLOBAL SOUTH PROGRAM 48343 WIRE Europe (Including Iceland and Greenland) CLIMATE INTELLIGENCE 125000 WIRE South Asia RMI INDIA 1049593 WIRE 10 13 false false false false false false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds RMI UTILIZES A RIGOROUS DUE DILIGENCE AND RISK ANALYSIS PROCESS WHICH INCLUDES A DETAILED QUESTIONNAIRE, INTERVIEWS, DATA VALIDATION, AND SCREENING THAT HELPS RMI TO ASSIGN POTENTIAL SUBRECIPIENTS A RISK RATING OF EITHER LOW, MEDIUM, OR HIGH. THIS RISK RATING INFORMS RMI OF THE APPROPRIATE LEVEL OF MONITORING NECESSARY FOR SUBRECIPIENTS IN ORDER TO ENSURE ALL RESOURCES ARE REACHING THEIR INTENDED TARGETS. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH ASIA-Accrual,; SUB-SAHARAN AFRICA-Accrual X X X X X X true EA Somerset Consulting LLC 701 Faircastle Ave Severna Park MD 21146 PROFESSIONAL FUNDRAISER false 0 94680 -94680 0 94680 -94680 CA CO CT DC FL GA HI IL KS KY ME AK MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA AR WA WV WI true Action for Boston Community Development Inc 178 Tremont Street BOSTON MA 02111 042304133 501c3 400000 SUPPORT PROGRAM ADL Ventures LLC 815 Masonic Ave SAN FRANCISCO CA 94117 812698148 602207 SUPPORT PROGRAM American Lung Association 55 W Wacker Drive CHICAGO IL 60601 131632524 501c3 100000 SUPPORT PROGRAM Association for Energy Affordability Inc 105 Bruckner Blvd BRONX NY 10454 133374285 501c3 168563 SUPPORT PROGRAM Brookings Institution 1775 Massachusetts Ave NW WASHINGTON DC 20036 530196577 501c3 50000 SUPPORT PROGRAM Columbia University 622 West 113 Street NEW YORK NY 10025 135598093 501c3 150000 SUPPORT PROGRAM Community Development Corporation of Pembroke Hopkins Park 5644 S Iowa Dr Pembroke TOWNSHIP IL 60958 824485492 501c3 35000 SUPPORT PROGRAM Community Initiatives 1000 Broadway Suite 480 OAKLAND CA 94607 943255070 501c3 75000 SUPPORT PROGRAM David Baker Architects 461 2nd St C127 SAN FRANCISCO CA 94107 943384000 119275 SUPPORT PROGRAM Georgetown University 37th and O Streets NW Box 571173 WASHINGTON DC 20057 530196603 501c3 50000 SUPPORT PROGRAM Integral Group Inc 427 13th Street OAKLAND CA 94612 943391867 35878 SUPPORT PROGRAM Mission Possible Partnership 1750 Pennsylvania Ave NW 300 WASHINGTON DC 20006 872398379 501c3 2203750 SUPPORT FORMER RELATED ENTITY Move Minnesota 2446 University Ave W Suite 170 SAINT PAUL MN 55114 411906261 501c3 75000 SUPPORT PROGRAM NAACP CO MT WY State Conference PO Box 31671 AURORA CO 80041 841262039 501c4 70000 SUPPORT PROGRAM Open Market ESCO LLC One Washington Mall Suite 500 BOSTON MA 02108 264771056 44004 SUPPORT PROGRAM Passive House Institute US 53 W Jackson Blvd Ste 1432 CHICAGO IL 60604 300211695 501c3 45525 SUPPORT PROGRAM Preservation of Affordable Housing Inc 2 Oliver Street Suite 500 BOSTON MA 02109 311616634 501c3 750000 SUPPORT PROGRAM RDH Building Science Inc 2101 N 34th Street SEATTLE WA 98103 331077399 31195 SUPPORT PROGRAM Signetron Inc 936 Creston Road BERKELEY CA 94708 931084053 40419 SUPPORT PROGRAM Spark Northwest 1402 3rd Ave Suite 901 SEATTLE WA 98101 912141987 501c3 400000 SUPPORT PROGRAM Strong Towns 1001 Kingwood Street Studio 116 BRAINERD MN 56401 271459378 501c3 40000 SUPPORT PROGRAM TK Fabricate LLC 4910 Red Pine Road Manlius NY 13104 842455576 93512 SUPPORT PROGRAM United Nations Foundation Inc 1750 Pennsylvania Ave NW 300 WASHINGTON DC 20006 582368165 501c3 100000 SUPPORT PROGRAM US Public Interest Research Group Education Fund (PIRG) 1543 Wazee St Suite 460 Denver CO 80202 521384240 501c3 100000 SUPPORT PROGRAM Vermont Energy Investment Corporation 20 Winooski Falls Way 5th Floor WINOOSKI VT 05404 030304418 501c3 19893 SUPPORT PROGRAM We Mean Business Coalition 1178 Broadway NEW YORK NY 10001 854146520 501c3 100000 SUPPORT PROGRAM CANARY MEDIA 67 Broadway St Suite 200 ASHEVILLE NC 28801 862478288 501c3 3937867 RELATED ENTITY GRANT 20 8 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. RMI UTILIZES A RIGOROUS DUE DILIGENCE AND RISK ANALYSIS PROCESS - WHICH INCLUDES DETAILED QUESTIONAIRES, INTERVIEWS, DATA VALIDATION, AND SCREENING - THAT HELPS RMI TO ASSIGN POTENTIAL SUBRECIPIENTS A RISK RATING OF EITHER LOW, MEDIUM, OR HIGH. THIS RISK RATING INFORMS RMI OF THE APPROPRIATE LEVEL OF MONITORING NECESSARY FOR SUBRECIPIENTS IN ORDER TO ENSURE ALL RESOURCES ARE REACHING THEIR INTENDED TARGETS. X X X true true X X X X false true false false false false false true false JULES KORTENHORST CEO (END 1/2023) 32318 0 250000 0 0 0 0 0 1633 0 283951 0 0 0 JON CREYTS CHIEF EXECUTIVE OFFICER 427255 0 122105 0 0 0 16500 0 35791 0 601651 0 0 0 MARTHA C PICKETT General Counsel & Co-Chair 327426 0 100000 0 0 0 16472 0 25029 0 468927 0 0 0 HEATHER MCCREERY CHIEF FINANCIAL OFFICER 302252 0 73425 0 0 0 15358 0 33920 0 424955 0 0 0 KYLIE ROGERS CHIEF PEOPLE OFFICER 293579 0 72875 0 0 0 15304 0 38195 0 419953 0 0 0 JENNIFER STOKES CHIEF DEVELOPMENT OFFICER 296224 0 70000 0 0 0 12711 0 22715 0 401650 0 0 0 BRYAN FISHER MANAGING DIRECTOR 298398 0 72188 0 0 0 15160 0 32718 0 418464 0 0 0 JOSH HENRETIG MANAGING DIRECTOR 296638 0 72188 0 0 0 15099 0 32715 0 416640 0 0 0 LENA HANSEN CHIEF STRATEGY OFFICER 302276 0 72325 0 0 0 11397 0 21294 0 407292 0 0 0 RUSHAD NANVATTY MANAGING DIRECTOR 292656 0 93594 0 0 0 14501 0 1572 0 402323 0 0 0 LEIA GUCCIONE MANAGING DIRECTOR 303414 0 70000 0 0 0 15050 0 1701 0 390165 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel DESCRIPTION OF FIRST-CLASS TRAVEL: AT CFO OR MANAGING DIRECTOR'S DISCRETION, AND IF APPLICABLE FUNDING ALLOWS, OFFICERS AND SOME HIGH-LEVEL EMPLOYEES WHO TRAVEL FREQUENTLY MAY BE REIMBURSED FOR BUSINESS CLASS TRAVEL. IN THE TAX YEAR, IF BUSINESS CLASS TRAVEL WAS NOT AVAILABLE, FIRST-CLASS TRAVEL WAS REIMBURSED. Schedule J, Part I, Line 1a Travel for companions ONE DIRECTOR AND ONE HIGHLY COMPENSATED EMPLOYEE WERE REIMBURSED FOR TRAVEL COMPANIONS WITHIN THE TAX YEAR. THE REIMBURSEMENT FOR THE DIRECTOR WAS INCLUDED IN REPORTABLE COMPENSATION WITHIN THE 1099. Schedule J, Part I, Line 1a Payments for business use of personal residence BUSINESS USE OF PERSONAL RESIDENCE: AMORY BLOCH LOVINS RENTS APPROXIMATELY 124 SQ FT OF HIS PERSONAL RESIDENCE FOR RMI TO HOST TOURS, MEETINGS AND OTHER EVENTS AS NEEDED. THE LEASE ENDS JUNE 4TH, 2024. THE RENT IS $123 PER MONTH. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan SUPPLEMENTAL NONQUALIFIED PLAN: ROCKY MOUNTAIN INSTITUTE ESTABLISHED A 457(F) DEFERRED COMPENSATION PLAN IN OCTOBER 2022 THAT ALLOWS RMI TO CONTRIBUTE MONEY FOR CERTAIN EXECUTIVES ON A PRE-TAX BASIS INTO INVESTMENTS AND TO ACCUMULATE TAX-DEFERRED EARNINGS. THE CONTRIBUTIONS FULLY VEST ON OCTOBER 1, 2025, AT WHICH POINT RMI WILL BE OBLIGATED TO PAY OUT WITHIN 60 DAYS TO ALL PARTICIPANTS WHO REMAIN EMPLOYED AT RMI. Schedule J, Part I, Line 7 Non-fixed payments DESCRIPTION OF NON-FIXED PAYMENT: THE EMPLOYEES WERE PAID A PERFORMANCE BONUS AT THE DISCRETION OF MANAGEMENT. AMORY BLOCH LOVINSLOVINS ASSOCIATES DIRECTOR/TRUSTEE 119721 AMORY LOVINS IS A CURRENT TRUSTEE AND THE FORMER CHEIF SCIENTIST. RMI PAID LOVINS ASSOCIATES $119,721 DURING FISCAL YEAR ENDING 6/30/2024 FOR CONSULTING AS AN INDEPENDENT CONTRACTOR. false X 28 3433238 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - THE NUMBER IN COLUMN B REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS RECEIVED. Form 990, Part III, Line 2 New program services MIQ IS AN INDEPENDENT METHANE EMISSIONS CERTIFICATION STANDARD THAT AIMS TO DIFFERENTIATE NATURAL GAS PRODUCTION BY EMISSIONS INTENSITY, CREATING FINANCIAL INCENTIVES TO REDUCE METHANE EMISSIONS ACROSS THE OIL AND GAS SECTOR BY DELIVERING A THRIVING MARKET FOR INDEPENDENTLY CERTIFIED GAS. Form 990, Part III, Line 4d Description of other program services (Expenses $ 12,975,834 including grants of $ 6,241,615)(Revenue $ 1,431,679) OTHER RMI INITIATIVES - INFLUENCE TEAM: AS AN AUDIENCE-FIRST, MULTI-CHANNEL STORYTELLING FORCE, RMI STRATEGICALLY COMMUNICATES TO ITS STAKEHOLDERS, THE MEDIA, AND KEY DECISION-MAKERS TO SHARE OUR TECHNICAL EXPERTISE AND INSPIRE THEM TO ACT ON SOLUTIONS. THROUGH PARTNERSHIPS, STRATEGIC COMMUNICATIONS, AND MULTI-CHANNEL STORYTELLING WE INFLUENCE GLOBAL LEADERS TO ADOPT AND SPREAD THE MESSAGE OF THE ACCELERATING ENERGY TRANSITION. - ZETRO ENERGY IS A UNIQUE SOFTWARE TOOL THAT HELPS SCALE AND DISSEMINATE ZERO- CARBON BUILDING PRACTICES, TECHNOLOGIES, BUSINESS MODELS, AND FINANCE REQUIREMENTS. Form 990, Part VI, Line 15 Line 15a & 15b RMI HAS ENGAGED AN OUTSIDE COMPENSATION FIRM TO REVIEW COMPENSATION FOR ALL MANAGING DIRECTORS AND CHIEF OFFICERS, UPDATE BENCHMARKS, AND ENSURE COMPENSATION LEVELS ARE APPROPRIATELY COMPETITIVE. THIS REVIEW IS COMPLETED ANNUALLY IN JANUARY. RMI REGULARLY ENSURES NEW AND MODIFIED POSITIONS OF ALL LEVELS ARE APPROPRIATELY PRICED WITH REGARD TO SALARY AND BONUS, INCLUDING SENIOR LEVEL POSITIONS. THE PEOPLE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS ALL COMPENSATION PRACTICES, MARKET BENCHMARKS, AND VOTES ON FINAL COMPENSATION DECISIONS FOR ALL MANAGING DIRECTORS AND CHIEF OFFICERS. THE APPROVAL OF THE DECISION IS DOCUMENTED IN THE BOARD MEETING MINUTES AND THE DETAIL OF THE COMPENSATION CHANGES ARE DOCUMENTED IN THE HUMAN RESOURCES SYSTEM OF RECORD. Form 990, Part VI, Line 11b Review of form 990 by governing body RMI'S REVIEW PROCESS FOR THE 990 FORM BEGINS WITH A FORMAL REVIEW BY MANAGEMENT. AFTER MANAGEMENT REVIEW, THE 990 WILL BE DISTRIBUTED TO THE FULL BOARD PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy OFFICERS AND TRUSTEES ARE REQUIRED TO UPDATE AND SUBMIT A SIGNED STATEMENT ANNUALLY THAT DISCLOSES ANY RELATIONSHIPS OR SITUATIONS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. ALL CONFLICT OF INTERESTS ARE REVIEWED BY THE GENERAL COUNSEL TO DETERMINE IF A CONFLICT EXISTS. IF A CONFLICT EXISTS APPROPRIATE ACTION IS TAKEN. Form 990, Part VI, Line 19 Required documents available to the public RMI'S ARTICLES OF INCORPORATION ARE OF PUBLIC RECORD WITH THE COLORADO SECRETARY OF STATE. ANNUAL REPORTS, IRS FORM 990, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE RMI WEBSITE (WWW.RMI.ORG). COPIES OF ANY POLICY, INCLUDING BYLAWS, ARE AVAILABLE UPON REQUEST. Form 990, Part VII, Section A, Line 1a, Column (D) COMPENSATION PAID TO AMORY LOVINS AMORY LOVINS IS A CURRENT TRUSTEE AND THE FORMER CHIEF SCIENTIST. RMI PAID AMORY LOVINS $85,149 DURING CALENDAR YEAR 2023 FOR CONSULTING AS AN INDEPENDENT CONTRACTOR. Form 990, Part IX, Line 11g Other Fees CONSULTANT FEES - Total Expense: 15379384, Program Service Expense: 14170121, Management and General Expenses: 1081338, Fundraising Expenses: 127925; COMMUNICATIONS CONSULTANT - Total Expense: 1589715, Program Service Expense: 1507685, Management and General Expenses: 1600, Fundraising Expenses: 80430; PAYROLL FEES - Total Expense: 983347, Program Service Expense: 74424, Management and General Expenses: 907735, Fundraising Expenses: 1188; Form 990, Part XI, Line 9 Other changes in net assets or fund balances BENEFICIAL INTEREST HELD IN THE DENVER FOUNDATION - 54207; RMI INNOVATION CENTER LLC 2490 JUNCTION PLACE SUITE 200 BOULDER CO 80301 742244146 Ownership of Innovation Center in Basalt, CO CO 11267 12693930 N RMI INNOVATIONS LLC 2490 JUNCTION PLACE SUITE 200 BOULDER CO 80301 934576293 FURTHER MISSION CO 0 0 N CANARY MEDIA 67 BROADWAY ST SUITE 200 ASHEVILLE ASHEVILLE NC 28801 862478288 Further Global Mission DE 501(c)(3) 10 ROCKY MOUNTAIN INSTITUTE true ROCKY MOUNTAIN INSTITUTE INTERNATIONAL 2490 JUNCTION PLACE SUITE 200 BOULDER CO 80301 473919461 Supporting organization CO 501(c)(3) Type I ROCKY MOUNTAIN INSTITUTE true D3 COHORT 415 LLC 22830 TWO RIVERS ROAD BASALT CO 81621 852398611 INVESTMENT FUNDS CO SURGE PROTECTOR INC N/A JOLTSEED419 LLC 22830 TWO RIVERS ROAD BASALT CO 81621 871885037 INVESTMENT FUNDS CO SURGE PROTECTOR INC N/A SURGE PROTECTOR INC 22830 Two Rivers Road Basalt CO 81621 871884836 HOLDING COMPANY DE ROCKY MOUNTAIN INSTITUTE C Corporation 0 0 1 true false true false false false false false false false false false true false true true true true false false CANARY MEDIA B 3937867 CASH ROCKY MOUNTAIN INSTITUTE INTERNATIONAL B 1049593 CASH