2025-11-13T13:52:25-06:00 2024-12-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-01-01 943173571 THE GREENLINING INSTITUTE GREE 6109264001 360 14TH STREET 2ND FLOOR OAKLAND CA 94612 MAX VARGAS PRESIDENT AND CEO 6109264001 2025-11-07 1 1 MATTHEW PETROSKI P00853132 9257902600 2025-11-05 2024 2025-03-06 01:10:19Z MAX VARGAS 360 14TH STREET 2ND FLOOR OAKLAND CA 94612 30681162 0 X WWW.GREENLINING.ORG X 1993 CA WE ENVISION A FUTURE WHERE COMMUNITIES OF COLOR CAN BUILD WEALTH, (CONTINUED ON SCHEDULE O) LIVE IN HEALTHY PLACES, FILLED WITH ECONOMIC OPPORTUNITY, AND ARE READY TO MEET THE CHALLENGES POSED BY CLIMATE CHANGE. 12 11 77 15 0 0 10526333 9310506 507745 339303 697310 1835088 444342 468764 12175730 11953661 2700845 1058300 0 0 6081420 7420952 0 0 1217990 4381725 3169606 13163990 11648858 -988260 304803 41080084 44360212 1080780 967474 39999304 43392738 X THE GREENLINING INSTITUTE ("GREENLINING") WORKS TO BUILD A NATION WHERE COMMUNITIES OF COLOR THRIVE AND RACE IS NEVER A BARRIER TO ECONOMIC OPPORTUNITY. GREENLINING IS THE SOLUTION TO REDLINING. WE ADVANCE ECONOMIC OPPORTUNITY AND EMPOWERMENT (CONTINUED ON SCHEDULE O) FOR PEOPLE OF COLOR THROUGH ADVOCACY, COMMUNITY AND COALITION BUILDING, RESEARCH, AND LEADERSHIP DEVELOPMENT. 0 0 1997152 200000 329603 CLIMATE EQUITY - GREENLINING SUPPORTS HEALTHY AND CLIMATE-RESILIENT COMMUNITIES OF COLOR THAT BENEFIT FROM THE JOBS AND WEALTH CREATED BY THE GREEN ECONOMY AND REDUCED RESILIENCE ON FOSSIL FUELS. WE WORK AT THE FOREFRONT OF CLIMATE EQUITY AND RESILIENCE INITIATIVES TO IMPROVE THE QUALITY OF INDOOR AND OUTDOOR AIR, INCREASE CLEAN TRANSPORTATION OPTIONS AND ACCESS TO OTHER CLEAN TECHNOLOGIES, AND SUPPORT COMMUNITIES OF COLOR TO PREPARE FOR AND RESPOND TO CHALLENGES POSED BY CLIMATE CHANGE. 1672721 747500 GREENLINING THE BLOCK SUPPORTS LOCAL GRASSROOTS ORGANIZATIONS, SUPPORTING THEM WITH THEIR INFRASTRUCTURE PROJECTS AND CONNECTING THEM TO TECHNICAL ASSISTANCE NEEDED TO DEVELOP CLIMATE RESILIENCE PROJECTS. SUCH PROJECTS INCLUDE ENERGY AND WATER EFFICIENCY UPGRADES, SOLAR INSTALLATIONS ON SINGLE FAMILY HOMES AND MULTI-FAMILY HOUSING COMPLEXES, GREEN INFRASTRUCTURE, STREETSCAPE IMPROVEMENTS, ELECTRIC VEHICLE CAR SHARE PROGRAMS AND MORE. 1621489 110800 9700 CAPACITY BUILDING - GREENLINING PROVIDES DEEP CAPACITY BUILDING, PARTNERSHIP DEVELOPMENT AND TECHNICAL ASSISTANCE TO CATALYZE LOCAL ECOSYSTEMS FOR CHANGE. WE WORK COLLABORATIVELY IN PLACE TO SEED PROJECTS AND PARTNERSHIPS, DIRECT IMMEDIATE BENEFITS TO HISTORICALLY UNDER-INVESTED COMMUNITIES, AND BUILD LONG-TERM CAPACITY AND COMMUNITY POWER. WE WORK TO BUILD THE CAPACITY OF LOCAL LEADERSHIP TO ADVANCE COMMUNITY-DRIVEN AND EQUITABLE SOLUTIONS TO ENSURE THEIR DEMANDS ARE PRIORITIZED AT EVERY LEVEL OF GOVERNMENT. 2787787 LEADERSHIP ACADEMY - THE LEADERSHIP ACADEMY TRAINS AND EMPOWERS MULTI-RACIAL AND MULTI-ETHNIC COLLEGE STUDENTS AND EARLY CAREER PROFESSIONALS TO BECOME THE NEXT GENERATION OF LEADERS TO ADVANCE RACIAL EQUITY ACROSS THE PUBLIC, PRIVATE, AND NONPROFIT SECTORS. THE PROGRAM PROVIDES AN IMMERSIVE EXPERIENCE TO ENGAGE DIRECTLY IN RACIAL EQUITY POLICY-MAKING PAIRED WITH CAREER ADVICE, JOB PLACEMENT SUPPORT, AND MEMBERSHIP IN A NETWORK OF OVER 1,000 ALUMNI ADVANCING RACIAL EQUITY AND LEADERSHIP.ECONOMIC EQUITY - GREENLINING DEVELOPS MULTIFACETED STRATEGIES TO CLOSE THE WEALTH GAP FOR COMMUNITIES OF COLOR AND ESTABLISH PATHWAYS TO FINANCIAL SECURITY AND PROSPERITY. WE HOLD FINANCIAL INSTITUTIONS AND THE PUBLIC SECTOR ACCOUNTABLE TO MEET THE FINANCIAL NEEDS OF COMMUNITIES OF COLOR, AND HELP ENSURE THAT LOW-INCOME COMMUNITIES AND PEOPLE OF COLOR ARE NOT LEFT OUT OF NEW WEALTH-BUILDING OPPORTUNITIES WITH THE TRANSITION TO A DIGITAL ECONOMY.ANNUAL CONFERENCE - GREENLINING'S CONFERENCE IS USUALLY HELD ONCE EVERY TWO YEARS AND BRINGS TOGETHER POLICY MAKERS, ANALYSTS, COMMUNITY ORGANIZERS AND OTHER MEMBERS OF THE COMMUNITY TO DISCUSS ISSUES THAT ARE CENTRAL TO GREENLINING'S WORK.CASA JOAQUIN MURRIETA - CASA JOAQUIN MURRIETA IS A STUDENT HOUSING FACILITY FOR FIRST GENERATION, LOW INCOME STUDENTS OF COLOR AT UC BERKELEY. IN ADDITION TO PROVIDING SUBSIDIZED HOUSING, GREENLINING RUNS A LEADERSHIP DEVELOPMENT PROGRAM FOR ALL RESIDENTS. 2787787 8079149 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 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 1 0 0 0 1 20 0 1 77 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SUTAPA BALAJI VP OF FINANCE & OPERATIONS 6109264001 360 14TH STREET 2ND FLOOR OAKLAND CA 94612 DEBRA GORE-MANN PRESIDENT & CEO 35.00 1.00 X X 348827 0 21878 TUNUA THRASH-NTUK CO-CHAIR 1.00 X X 0 0 0 NOEMI GALLARDO CO-CHAIR 1.00 X X 0 0 0 J C DE VERA SECRETARY 1.00 X X 0 0 0 TATE HILL TREASURER 1.00 1.00 X X 0 0 0 LIDA ALJABAR MEMBER AT LARGE 1.00 X 0 0 0 MUHAMMAD ALMADIN MEMBER AT LARGE (THRU 09/24) 1.00 X 0 0 0 JESSICA BUENDIA MEMBER AT LARGE (THRU 07/24) 1.00 X 0 0 0 JASPER CACANATA MEMBER AT LARGE 1.00 X 0 0 0 ASHLEY GERRITY MEMBER AT LARGE 1.00 X 0 0 0 ORTENSIA LOPEZ MEMBER AT LARGE 1.00 X 0 0 0 DARLENE MAR MEMBER AT LARGE 1.00 X 0 0 0 JOSE ANTONIO RAMIREZ MEMBER AT LARGE 1.00 X 0 0 0 MARK RUTLEDGE MEMBER AT LARGE (THRU 08/24) 1.00 1.00 X 0 0 0 SAMAR SHAH MEMBER AT LARGE (THRU 10/24) 1.00 X 0 0 0 OLGA TALAMANTE MEMBER AT LARGE 1.00 X 0 0 0 SUTAPA BALAJI VP - FINANCE & OPERATIONS 35.00 1.00 X 189827 0 38200 ALVARO SANCHEZ VP - POLICY (THRU 11/24) 35.00 X 227156 0 17018 MOLLY TAFOYA SENIOR DIRECTOR - COMMUNICATIONS 35.00 X 152484 0 9000 SONA MOHNOT DIRECTOR - CLIMATE EQUITY 35.00 X 129929 0 13693 EMI WANG DIRECTOR - CAPACITY BUILDING 35.00 X 129054 0 13745 ROMAN PATRIDA LOPEZ SENIOR LEGAL COUNSEL 35.00 X 126674 0 29846 JANE DUONG VP - DEV. & COMMS. (THRU 08/24) 35.00 X 130734 0 23929 1434685 0 167309 20 0 1 0 NEXT LEVEL STRATEGIES 106 BURNS COURT PLEASANT HILL CA 94523 CEO & HR CONSULTING & PLACEMENT SERVICES 171222 ARMANINO ADVISORY LLC 2700 CAMINO RAMON 350 SAN RAMON CA 94583 AUDIT & ACCOUNTING SYSTEM IMPLEMENTATION 126560 EQUITY BUILDERS LLC 38 KEYES AVENUE SUITE 209 SAN FRANCISCO CA 94129 REAL ESTATE ADVISING 119000 GRANT MANAGEMENT ASSOCIATES 1722 HYER COURT DURHAM CA 95938 GRANT MANAGEMENT SERVICES 112388 4 500000 8810506 9310506 PROGRAM REVENUE FEES 561000 307335 307335 OTHER PROGRAM REVENUE 900099 31968 31968 339303 904413 904413 712943 244179 468764 468764 468764 19413997 18483322 930675 930675 930675 11953661 339303 0 2303852 1058300 1058300 842906 370747 446298 25861 5125713 3984832 505658 635223 193767 152547 17376 23844 791885 615627 87922 88336 466681 345399 70908 50374 66878 66878 72207 72207 14398 14398 167208 167208 1063424 538394 358396 166634 8058 1149 6909 158737 45146 107771 5820 105195 49764 55431 571208 498466 72742 199925 132792 44988 22145 160899 106841 53724 334 375087 142723 232364 44615 29594 15021 DUES & SUBSCRIPTIONS 141081 39372 30464 71245 TAXES & LICENSES 20686 17220 3465 1 11648858 8079149 2351719 1217990 5696759 5194196 3434760 3796110 191385 1454051 424 76546 9361224 3941718 4581069 5419506 27151609 28394214 24078 25589 41080084 44360212 860340 735236 167452 167452 52988 64786 1080780 967474 X 25654840 33033311 14344464 10359427 39999304 43392738 41080084 44360212 304803 3088631 0 X 0 1 X 1 0 X 11292509 33684944 5103721 10526333 9310506 69918013 11292509 33684944 5103721 10526333 9310506 69918013 7662488 62255525 1118352 1076781 1294220 1649385 1617356 6756094 30524 4802 3343994 3379320 80053427 2101715 0.77770 0.76760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 14398 14398 11878640 11893038 744652 186163 0 0 1000000 820566 744652 2565218 3847827 45000 9310 14398 68708 250000 205142 186163 641305 961958 1100000 1100000 5724629 2965550 2759079 3086 3086 0 943507 886156 57351 1590002 86926 1503076 5419506 SECURITY DEPOSIT 64786 64786 X PART X, LINE 2: THE GREENLINING INSTITUTE IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE GREENLINING INSTITUTE RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED AND CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH A CHANGE IN JUDGEMENT OCCURS. THE GREENLINING INSTITUTE HAS EVALUATED THEIR CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, IT DOES NOT HAVE ANY SIGNIFICANT TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. 1 DAY ONE 175 NORHT EUCLID AVENUE PASADENA CA 91101 954172246 501(C)(3) 12400 0 PASSTHROUGH TO SUPPORT WORK ON TRANSFORMATIVE CLIMATE COMMUNITIES LATINO AND LATINA ROUNDTABLE OF THE SAN GABRIEL AND POMONA VALLEY 1460 EAST HOLT AVENUE POMONA CA 91767 454458833 501(C)(3) 12400 0 PASSTHROUGH TO SUPPORT WORK ON TRANSFORMATIVE CLIMATE COMMUNITIES FORTH 411 NORTHWEST PARK AVENUE SUITE 201 PORTLAND OR 97209 274764989 501(C)(6) 256000 0 TEEM GRANT AND SUB-GRANT FROM THE CLIMATE IMPERATIVE GRANT BLACK URBAN FARMERS ASSOCIATION 3729 ZEALLY LANE STOCKTON CA 95206 852634884 501(C)(3) 50000 0 GTB TA FUNDING AWARD GES COALITION INC 4700 CLAUDE COURT DENVER CO 80216 612091535 501(C)(3) 50000 0 GTB TA FUNDING AWARD LITTLE MANILA FOUNDATION 2154 S SAN JOAQUIN STREET STOCKTON CA 95206 202661354 501(C)(3) 35000 0 GTB TA FUNDING AWARD COASTAL QUEST 2625 ALCATRAZ AVENUE 609 BERKELEY CA 94705 311678716 501(C)(3) 50000 0 GTB TA FUNDING AWARD PROJECT NEW VILLAGE 6315 IMPERIAL AVENUE SUITE 101 SAN DIEGO CA 92114 271306157 501(C)(3) 27500 0 GTB TA FUNDING AWARD RESTORE THE DELTA 2616 PACIFIC AVENUE 4296 STOCKTON CA 95204 274179166 501(C)(3) 45000 0 GTB TA FUNDING AWARD CASA FAMILIAR 119 W HALL AVENUE SAN YSIDRO CA 92173 237237898 501(C)(3) 25000 0 GTB TA FUNDING AWARD LABOR'S TRAINING AND COMMUNITY DEVELOPMENT ALLIANCE 4161 HOME AVENUE SUITE 201 SAN DIEGO CA 92105 956136389 501(C)(3) 45000 0 GTB TA FUNDING AWARD SOUTHWEST DETROIT ENVIRONMENTAL VISION 2525 CLARK AVENUE DETROIT MI 48244 383068006 501(C)(3) 42500 0 GTB TA FUNDING AWARD MYCELIUM YOUTH NETWORK 1633 54TH AVENUE OAKLAND CA 94601 850663137 501(C)(3) 27500 0 GTB TA FUNDING AWARD CITY HEIGHTS COMMUNITY DEVELOPMENT CORPORATION 4001 EL CAJON BLVD SUITE 205 SAN DIEGO CA 92105 953661177 501(C)(3) 45000 0 GTB TA FUNDING AWARD EQUITICITY 1956 SOUTH HAMLIN AVENUE UNIT 3 CHICAGO IL 60623 853668073 501(C)(3) 37500 0 GTB TA FUNDING AWARD MID CITY COMMUNITY ADVOCACY NETWORK 4305 UNIVERSITY AVENUE SUITE 550 SAN DIEGO CA 92105 833305285 501(C)(3) 45000 0 GTB TA FUNDING AWARD EMERALD SOUTH ECONOMIC DEVELOPMENT COLLABORATIVE 1507 EAST 53RD STREET 806 CHICAGO IL 60615 831478837 501(C)(3) 35000 0 GTB TA FUNDING AWARD SPECIAL SERVICE FOR GROUPS INC 905 E 8TH STREET FISCAL DEPARTMENT LOS ANGELES CA 90021 951716914 501(C)(3) 52500 0 GTB TA FUNDING AWARD SPRING VALLEY COMMUNITY ALLIANCE 10174 AUSTIN DRIVE 1033 SPRING VALLEY CA 91979 872829372 501(C)(3) 10000 0 PASSTHROUGH GRANT MISSION EDGE 2820 ROOSEVELT ROAD SUITE 104 SAN DIEGO CA 92106 272938491 501(C)(3) 10000 0 PASSTHROUGH GRANT HIGHER GROUND NEIGHBORHOOD DEVELOPMENT CORP 2010 MANDELA PARKWAY OAKLAND CA 94607 311779933 501(C)(3) 27500 0 PASSTHROUGH GRANT OAKLAND PUBLIC EDUCATION FUND PO BOX 71005 OAKLAND CA 94612 432014630 501(C)(3) 47500 0 GTB TA FUNDING AWARD PARTNERSHIP FOR THE ADVANCEMENT OF NEW AMERICANS 5577 UNIVERSITY AVENUE SAN DIEGO CA 92105 475299457 501(C)(3) 10000 0 PASSTHROUGH GRANT CLEANAIRE NORTH CAROLINA 933 LOUISE AVENUE SUITE 499 CHARLOTTE NC 28204 570462653 501(C)(3) 15000 0 GTB TA FUNDING AWARD COMMUNITY PARTNERS 4 INNOVATION 167 CASTLETON DRIVE CLAREMONT CA 91711 812258167 501(C)(3) 45000 0 GTB TA FUNDING AWARD 24 1 PART I, LINE 2: GRANT APPLICATIONS ARE ON INVITATION ONLY AND ARE INITIALLY VETTED BY PROGRAM TEAM AND THEN PRESENTED TO THE LEADERSHIP TEAM COMPRISING OF CEO AND VPS. THE DECISION ON AWARD IS MADE BY THE LEADERSHIP TEAM WITH FINAL APPROVAL BY CEO. GRANTEES ARE IN REGULAR COMMUNICATION WITH PROGRAM TEAMS AND PROVIDE REGULAR UPDATES. X X 0 0 0 0 0 0 0 1 0 DEBRA GORE-MANN PRESIDENT & CEO 348827 0 0 0 0 0 13864 0 8014 0 370705 0 0 0 ALVARO SANCHEZ VP - POLICY (THRU 11/24) 227156 0 0 0 0 0 9000 0 8018 0 244174 0 0 0 SUTAPA BALAJI VP - FINANCE & OPERATIONS 187827 0 2000 0 0 0 8351 0 29849 0 228027 0 0 0 MOLLY TAFOYA SENIOR DIRECTOR - COMMUNICATIONS 150484 0 2000 0 0 0 7788 0 1212 0 161484 0 0 0 ROMAN PATRIDA LOPEZ SENIOR LEGAL COUNSEL 124674 0 2000 0 0 0 2532 0 27314 0 156520 0 0 0 JANE DUONG VP - DEV. & COMMS. (THRU 08/24) 130734 0 0 0 0 0 6302 0 17627 0 154663 0 0 0 PART I, LINE 7 THE ORGANIZATION ISSUED A YEAR-END HOLIDAY BONUS TO EMPLOYEES LISTED IN SCHEDULE J, PART II, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AT BOARD MEETINGS BY THE FULL BOARD AND IS FORMALLY ACCEPTED BY VOTE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND TOP MANAGEMENT EMPLOYEES ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST CHECKLIST ON AN ANNUAL BASIS. CONFLICTS ARE MONITORED AND DISCUSSED BY EXECUTIVE MANAGEMENT AND DOCUMENTED ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15 A REVIEW OF NON PROFIT PRESIDENT'S & CEO'S SALARIES IN SIMILAR FIELDS ARE CONDUCTED ON AN ANNUAL BASIS AND USED TO DETERMINE EXECUTIVE MANAGEMENT SALARIES. ALL OTHER ORGANIZATION OFFICERS AND/OR KEY EMPLOYEES COMPENSATION IS DETERMINED BY THE SAME PROCESS AS THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION PROVIDED UPON REQUEST. EQUITY WORKS INC 360 14TH STREET 2ND FLOOR OAKLAND CA 94612 475272587 SUPPORTS GREENLINING INSTITUTE CA 501(C)(3) LINE 12B, II THE GREENLINING INSTITUTE INC 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 EQUITY WORKS INC K 545596 MARKET VALUE EQUITY WORKS INC C 500000 CASH