2025-05-15T18:05:22-05:00 2023-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2022-07-01 882858979 ALLIANCE FOR TRIBAL CLEAN ENERGY INC ALLI 2029097430 1629 K STREET 300 WASHINGTON DC 20006 CYNTHIA PACHECO CHIEF FINANCIAL & COMPLIANCE O 2029097430 2025-05-15 1 1 SHELBY NETZ CPA P01405265 4147775500 2025-05-15 2022 2025-03-06 01:10:19Z CHERI SMITH 1629 K STREET 300 WASHINGTON DC 20006 526035 0 X WWW.TRIBALCLEANENERGY.ORG X 2022 DE THE ALLIANCE IS A 501(C)(3) NONPROFIT ORGANIZATION OFFERING NO-COST CAPACITY-BUILDING SUPPORT TO TRIBES THROUGH FOUR KEY PILLARS - BUILT ON A STRONG FOUNDATION OF NATIVE AMERICAN CULTURE AND VALUES. NO-COST CLEAN ENERGY DEVELOPMENT SUPPORT FOR TRIBAL NATIONS. THE CRITICAL WORK OF THE ALLIANCE IS FULLY SUPPORTED BY PHILANTHROPY. WE ARE GRATEFUL FOR THE GENEROSITY OF OUR PHILANTHROPIC PARTNERS, INCLUDING MAJOR FOUNDATIONS, FAMILY OFFICES, AND INDIVIDUAL DONORS. 1 1 0 2 0 0 0 526034 0 0 0 1 0 0 0 526035 0 416 0 0 0 72680 0 22240 22240 0 234614 0 329950 0 196085 0 196085 0 0 0 196085 X THE ALLIANCE IS A 501(C)(3) NONPROFIT ORGANIZATION OFFERING NO-COST CAPACITY-BUILDING SUPPORT TO TRIBES THROUGH FOUR KEY PILLARS BUILT ON A STRONG FOUNDATION OF NATIVE AMERICAN CULTURE AND VALUES. 0 0 134278 416 CONVENING AND EVENTS:THE ALLIANCE WAS UNDER FISCAL SPONSORSHIP WITH EARTH ISLAND INSTITUTE UNTIL APRIL OF 2023 WHEN IT SEPARATED AND THEN WENT UNDER NATIVE AMERICANS IN PHILANTHROPY FROM APRIL TO JUNE OF 2023. OUR BOARD WAS ESTABLISHED IN FY2024: JULY 1, 2023- JUNE 30, 2024, AND PROGRAMMING WITHIN THE ALLIANCE BEGAN IN APRIL 2023. TRIBAL ENERGY EQUITY SUMMIT (TEES) CONVENES NATIVE AMERICAN TRIBAL LEADERS AND FEDERAL GOVERNMENT OFFICIALS, TO FOSTER CRUCIAL DIALOGUE ON AN EQUITABLE TRANSITION TO CLEAN ENERGY FOR TRIBES. THIS HISTORIC SUMMIT PRIORITIZES RELATIONSHIP-BUILDING AND PIVOTAL ISSUES, INCLUDING ELECTRICITY RATE DISPARITIES AND THE HISTORICAL INEQUITIES AND EXPLOITATION TIED TO ENERGY SITTING, TRANSMISSION, AND INTERCONNECTION THAT HAVE IMPACTED TRIBES THROUGHOUT HISTORY.THIS EVENT IS AN ANNUAL EVENT, AND WE PROVIDE THE FOLLOWING: - TRIBAL MEMBERS RECEIVE FREE ATTENDANCE AND A TRAVEL STIPEND TO ATTEND.- SPEAKERS GET FREE ATTENDANCE AND A STIPEND IF THEY NEED FINANCIAL ASSISTANCE. WE DO NOT PROVIDE HONORARIUMS.- IF A DONOR PROVIDES SPONSORSHIP TOWARD THE EVENT, IT INCLUDES FREE ATTENDANCE.- STAFF, INTERNS, AND VOLUNTEERS RECEIVE FREE ATTENDANCE. - NONPROFITS AND FEDERAL EMPLOYEES RECEIVE A DISCOUNTED RATE TO ATTEND THE EVENT.DONORS PROVIDE FUNDING FOR THIS EVENT AND/OR ALLOW US TO DIP INTO UNRESTRICTED FUNDS TO COVER THE COSTS. 100378 TRIBAL TECHNICAL ASSISTANCE & PROJECT DEVELOPMENT: - EMPOWERS TRIBAL COMMUNITIES BY BUILDING THEIR CAPACITY TO DEVELOP SUCCESSFUL ENERGY PROJECTS THAT ARE ALIGNED WITH TRIBAL OBJECTIVES. - TO HELP TRIBES, AT THEIR REQUEST, TO SELECT WRAP-AROUND SERVICES FOR CLEAN ENERGY DEVELOPMENT, INCLUDING ENERGY PLANNING, GRANT WRITING, PROJECT FINANCING SUPPORT, PROJECT DESIGN, AND DEVELOPMENT ASSISTANCE. DETERMINE PRELIMINARY ENGINEERING, ENVIRONMENTAL, FINANCIAL MODELING, BUDGET, AND LEGAL RESOURCES NEEDED TO SCREEN POTENTIAL ENERGY OPPORTUNITIES WITH TRIBES.- TO CONNECT TRIBES AND FACILITATE RESPECTFUL AND RECIPROCAL RELATIONSHIPS WITH PREFERRED ENERGY DEVELOPMENT/SERVICE PROVIDERS IN THE FINANCIAL, LEGAL, ENGINEERING, CONSTRUCTION, AND SUPPORTING INDUSTRIES TO HELP PROTECT TRIBES' INTERESTS THROUGH ALL PHASES OF CLEAN ENERGY PLANNING AND INFRASTRUCTURE DEVELOPMENT.- SUPPORT THE DESIGN AND EXECUTION OF A VETTING AND MATCHING PROGRAM TO PROVIDE VALUABLE OPPORTUNITIES FOR BOTH TRIBES AND SERVICE PROVIDERS TO BE CONNECTED WITH ONE ANOTHER IN A WAY THAT MINIMIZES THE CHANCES THAT TRIBES WILL EXPERIENCE EXPLOITATION AND PROVIDES SERVICE PROVIDERS WITH CULTURAL EDUCATION AND ONGOING SUPPORT TO FACILITATE RESPECTFUL AND EQUITABLE ENGAGEMENTS WITH TRIBES.- SUPPORT MEETINGS WITH KEY FEDERAL GOVERNMENT AGENCIES AND TRIBAL GOVERNMENTS ON TECHNICAL AND FINANCIAL MATTERS (E.G., COORDINATING THE SUBMITTAL OF SITE PLANS AND PROJECT COST ESTIMATES FOR GRANT APPLICATIONS) TO MINIMIZE "OVERWHELM" FOR TRIBES AND MAXIMIZE THE AVAILABLE FEDERAL RESOURCES. - RESPOND TO TECHNICAL QUERIES AND ASSIST IN CREATING AN ALLIANCE ONLINE RESOURCE LIBRARY WHICH WILL CONTAIN INFORMATION TO HELP TRIBAL LEADERS IDENTIFY APPROPRIATE FUNDING PROGRAMS, NAVIGATE APPLICATION PROCESSES, LEARN ABOUT BEST PRACTICES, AND MORE.- CAPITAL STACK PLANNING APP IS AN APP CRAFTED BY THE ALLIANCE TO HELP MAKE THIS WEB-BASED, EASY-TO-USE TOOL AVAILABLE TO INTERESTED TRIBES AND PROVIDE OTHER FINANCIAL COACHING RESOURCES FOR ENERGY DEVELOPMENT, AS REQUESTED BY TRIBES.- PROVIDES LINKS FOR TRIBES INTERESTED IN BOOSTING TRIBAL WORKFORCE, PRE-APPRENTICESHIP, AND APPRENTICESHIP PROGRAMS AS PART OF RENEWABLE ENERGY PROJECT DEVELOPMENT.- STREAMLINE THE DELIVERY OF TECHNICAL ASSISTANCE TO TRIBES.- ASSESS THE PRELIMINARY REQUIREMENTS FOR POTENTIAL ENERGY OPPORTUNITIES WITH TRIBES, INCLUDING ENGINEERING, ENVIRONMENTAL CONSIDERATIONS, FINANCIAL MODELING, BUDGETING, AND LEGAL RESOURCES. - ASSIST TRIBES IN IDENTIFYING THEIR DESIRED CLEAN ENERGY PROJECTS AND ALIGNING THEM WITH RELEVANT FUNDING OPPORTUNITIES. PROVIDE TECHNICAL GUIDANCE AND CONTENT FOR FEDERAL GRANT APPLICATIONS BEING PREPARED ON BEHALF OF TRIBES, SUPPORTING THE STREAMLINING OF THE GRANT APPLICATION PROCESS AND ENHANCING THE LIKELIHOOD OF SECURING FUNDING FOR TRIBAL CLEAN ENERGY INITIATIVES. 234656 1 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X CYNTHIA PACHECO 2029097430 1629 K STREET SUITE 300 WASHINGTON DC 20006 X CHERI SMITH PRESIDENT & CEO 80.00 X X 0 0 0 CYNTHIA PACHECO CHIEF FINANCIAL AND COMPLIANCE OFFICER 80.00 X 0 0 0 0 0 0 0 0 0 0 0 526034 526034 1 1 526035 0 0 1 416 416 61315 61315 5402 5402 5963 5963 51009 51009 22240 22240 550 550 2446 2446 26259 26259 18625 18625 PROGRAM EVENT EXPENSES 134278 134278 OTHER FEES 1023 1023 BANK CHARGES 424 424 329950 234656 73054 22240 0 196085 0 196085 0 0 X 0 196085 0 196085 0 196085 196085 0 X 0 0 0 X 526034 526034 526034 526034 489479 36555 1 1 526035 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 1 INDIGENOUS RESILIENCE CONSULTING 45480 GAYLE CIR MENDOCINO CA 95460 ADVISE ON CURRENT AND FUTURE FUNDRAISING STRATEGY 0 0 22240 0 22240 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY SCHEDULE G, PART I, LINE 2B, COLUMN (V) AMOUNT WAS PAID TO INDIGENOUS RESILIENCE CONSULTING FOR FACILITATING OUR EVENTS. THEY ARE PROFESSIONAL INDIGENOUS FACILITATORS. FORM 990, PART VI, SECTION A, LINE 8A THE ORGANIZATION DID NOT HOLD SEPARATE BOARD OR COMMITTEE MEETINGS DURING THE FISCAL YEAR ENDED JUNE 30, 2023. SINCE JULY OF 2023, THE ORGANIZATION HAS SINCE IMPLEMENTED FORMAL PROCEDURES FOR DOCUMENTING MEETINGS AND ACTIONS, INCLUDING RETAINING MEETING MINUTES AND ENSURING THAT ALL ANNUAL DISCLOSURE AND COMPLIANCE STATEMENTS ARE FILED IN ACCORDANCE WITH THE ORGANIZATION'S CONFLICT-OF-INTEREST POLICY. THIS PRACTICE ALIGNS WITH GOVERNANCE BEST PRACTICES, ENSURING TRANSPARENCY, ACCOUNTABILITY, AND COMPLIANCE WITH OUR BYLAWS AND FIDUCIARY RESPONSIBILITIES. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HOLD SEPARATE BOARD OR COMMITTEE MEETINGS DURING THE FISCAL YEAR ENDED JUNE 30, 2023. SINCE JULY OF 2023, THE ORGANIZATION HAS SINCE IMPLEMENTED FORMAL PROCEDURES FOR DOCUMENTING MEETINGS AND ACTIONS, INCLUDING RETAINING MEETING MINUTES AND ENSURING THAT ALL ANNUAL DISCLOSURE AND COMPLIANCE STATEMENTS ARE FILED IN ACCORDANCE WITH THE ORGANIZATION'S CONFLICT-OF-INTEREST POLICY. THIS PRACTICE ALIGNS WITH GOVERNANCE BEST PRACTICES, ENSURING TRANSPARENCY, ACCOUNTABILITY, AND COMPLIANCE WITH OUR BYLAWS AND FIDUCIARY RESPONSIBILITIES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DRAFTED BY AN INDEPENDENT CPA FIRM IN COLLABORATION WITH OUR INTERNAL ACCOUNTING TEAM, WHICH CONSISTS OF TWO STAFF ACCOUNTANTS AND THE CFO/COO. THE DRAFT FORM 990 UNDERGOES A THOROUGH INTERNAL REVIEW BY THE ORGANIZATION'S INTERNAL ACCOUNTING TEAM VERIFY TO ACCURACY, COMPLETENESS, AND CONSISTENCY WITH FINANCIAL RECORDS, WHICH ENSURES A COMPREHENSIVE REVIEW PROCESS. THE CEO AND HER EXECUTIVE ASSISTANT, BOTH OF WHOM HAVE FULL VISIBILITY INTO FINANCIAL MATTERS, ALSO REVIEW THE DRAFT FORM 990 FOR OVERSIGHT. ONCE FINALIZED AND FILED WITH THE IRS, THE BOARD OF DIRECTORS IS PROVIDED WITH A COPY OF THE SUBMITTED FORM 990 FOR THEIR RECORDS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, EACH CORPORATE OFFICER, THE TOP MANAGEMENT OFFICIAL, THE TOP FINANCIAL OFFICIAL, AND EACH KEY EMPLOYEE OF THE ORGANIZATION, AND OTHERS THAT THE ORGANIZATION MAY IDENTIFY, SHALL ANNUALLY SIGN THE STATEMENT OF COMPLIANCE AND ANNUAL DISCLOSURE. ALL SUCH STATEMENTS BY DIRECTORS AND OFFICERS SHALL BE FILED WITH THE MINUTES OF THE MEETINGS OF THE BOARD OR COMMITTEE; STATEMENTS BY OTHERS SHALL BE RETAINED IN THEIR PERSONNEL FILES. TO ENSURE THAT THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX, THE BOARD SHALL AUTHORIZE AND OVERSEE AN ANNUAL REVIEW OF THE ADMINISTRATION OF THIS CONFLICT-OF-INTEREST POLICY. THE REVIEW MAY BE WRITTEN OR ORAL. THE REVIEW SHALL CONSIDER THE LEVEL OF COMPLIANCE WITH THE POLICY, THE CONTINUING SUITABILITY OF THE POLICY, AND WHETHER THE POLICY SHOULD BE MODIFIED AND IMPROVED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, BOARD MINUTES, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.