2025-05-12T16:35:33-05:00 2024-06-30 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2023-07-01 680401509 NEW BUILDINGS INSTITUTE NEWB 5037617339 151 SW 1ST AVENUE 300 PORTLAND OR 97204 NORA WANG ESRAM CEO 5037617339 2025-05-12 1 1 SANG AHN P00540880 5032270581 2023 2025-03-06 01:10:19Z NORA WANG ESRAM 151 SW 1ST AVENUE 300 PORTLAND OR 97204 6428426 0 X WWW.NEWBUILDINGS.ORG X 1997 CA WE ADVANCE BEST PRACTICES, CODES, AND POLICIES THROUGH MARKET LEADERSHIP, RESEARCH, GUIDANCE, AND TECHNICAL ADVOCACY TOWARD A BUILT ENVIRONMENT THAT EQUITABLY DELIVERS COMMUNITY BENEFITS AND CLIMATE SOLUTIONS. 13 13 54 13 0 0 1786315 1543479 4147665 4859483 21365 23418 2221 1559 5957566 6427939 0 0 0 0 3924287 5084148 0 0 60692 2474007 2441256 6398294 7525404 -440728 -1097465 3721757 3014064 981265 1371037 2740492 1643027 X WE ADVANCE BEST PRACTICES, CODES, AND POLICIES THROUGH MARKET LEADERSHIP, RESEARCH, GUIDANCE, AND TECHNICAL ADVOCACY TOWARD A BUILT ENVIRONMENT THAT EQUITABLY DELIVERS COMMUNITY BENEFITS AND CLIMATE SOLUTIONS. 0 0 3137910 2307681 CODES AND POLICIES: ENERGY CODES CONTINUE TO BE A CRUCIAL LEVER IN TRANSFORMING MARKETS FOR HIGH PERFORMANCE BUILDINGS. NBI'S WORK IN THIS PROGRAM AREA INCLUDED STRENGTHENING MODEL BUILDING ENERGY CODES AND INCREASING THEIR USE AND USEFULNESS. NBI ALSO WORKED ON DEVELOPING THE NECESSARY THOUGHT LEADERSHIP TO OVERCOME CRITICAL ISSUES THAT ARE HINDERING CODE ADVANCEMENT AND CREATE THE TECHNICAL BASIS FOR PROGRESSIVE CODE AND POLICY APPROACHES SUCH AS STRETCH CODES, AS WELL AS BUILDING PERFORMANCE STANDARDS. NBI WORKED DIRECTLY WITH LEADING LOCAL JURISDICTIONS TO IMPLEMENT THESE ADVANCED CODE AND POLICY STRATEGIES AS WELL AS TO DEVELOP CODE AND POLICY ROADMAPS. CONTINUED ON SCHEDULE ONBI ALSO WORKED TO SUPPORT THE EXPANSION OF CODES AND POLICY DEVELOPMENT TO TAKE A MORE HOLISTIC VIEW OF HEALTH, RESILIENCE AND RELIABILITY. SEVERAL JURISDICTIONS ARE DEVELOPING ZERO ENERGY ROADMAPS THAT SET OBJECTIVES FOR EACH CODE CYCLE, MOVING ALONG A PATH TO ULTIMATELY REACH THESE PERFORMANCE LEVELS. NBI WORKED SUCCESSFULLY AT THE NATIONAL LEVEL ON MODEL CODES AND STANDARDS, AND IN SEVERAL STATES AND CITIES INCLUDING CALIFORNIA, COLORADO, ILLINOIS, AND NEW YORK. 1671846 1224827 LEADERSHIP AND MARKET DEVELOPMENT:NBI'S RESEARCH, CONVENINGS, EDUCATION, AND THOUGHT LEADERSHIP ON "GETTING TO ZERO" FOCUSES ON DRIVING SCALE IN BUILDING AFFORADILITY AND RELIABILITY. DURING THE 2023-2024 FISCAL YEAR, NBI BROADENED ITS MARKET DEVELOPMENT AND ONGOING ENGAGEMENT WITH CRITICAL MARKET AUDIENCES THROUGH COLLABORATION AND PARTNERSHIP WITH PROFESSIONALS IN THE BUILDING INDUSTRY. NBI'S RESEARCH OFFERS PROOF AND PROVIDES EXAMPLES TO SHOW THAT NET ZERO ENERGY PERFORMANCE GOALS ARE ACHIEVABLE. SUCCESSES AND LESSONS LEARNED ARE SHARED WITH DESIGNERS AND OWNERS THROUGH ENERGY AFFORADILITY AND RELIABILITY PROGRAMS. CONTINUED ON SCHEDULE OA SPECIFICATION THAT NBI DEVELOPED IS BEING USED BY A PACE FINANCING FIRM AS A PATHWAY FOR DEVELOPERS TO USE IN THEIR PROJECTS. NBI HOSTED SEVERAL PUBLIC-FACING AWARENESS BUILDING EVENTS INCLUDING WEBINARS THAT TOUCHED THOUSANDS OF PEOPLE AND SOCIAL MEDIA CAMPAIGNS THAT GARNERED OVER A MILLION IMPRESSIONS ON SOCIAL MEDIA. THESE EFFORTS WILL HELP BUILD INDUSTRY CAPABILITY TO DELIVER ON THE UPCOMING POLICIES CALLING FOR AFFORADILITY, RELIABILITY, AND SECURITY IN BUILDINGS. 1560469 1326975 BUILDING INNOVATION:NBI'S BUILDING INNOVATION PROGRAM FOCUSES ON TECHNICAL RESEARCH AND ANALYSIS TO ADVANCE EMERGING TECHNOLOGY AND BEST PRACTICES FOR ACCELERATING BUILDING AFFORADILITY AND RELIABILITY. THIS WORK ADVANCES PROGRAMS AND PRACTICES SEEKING TO ENHANCE ENERGY AFFORADILITY AND RELIABILITY OUTCOMES IN THE BUILT ENVIRONMENT AND DEVELOPS TOOLS AND GUIDANCE TO PROVIDE CRITICAL SUPPORT FOR BUILDING OWNERS, PRACTITIONERS, UTILITIES, GOVERNMENTS, AND OTHERS. EXAMPLES OF ACTIVITIES INCLUDE BUILDING SCIENCE RESEARCH, EMERGING TECHNOLOGY DEMONSTRATION AND VALIDATION, BEST PRACTICES GUIDANCE, TECHNICAL TOOLS, AND THOUGHT LEADERSHIP.CONTINUED ON SCHEDULE OKEY INITIATIVES UNDER THIS PROGRAM AREA INCLUDE THE GRIDOPTIMAL BUILDINGS INITIATIVE, FOCUSED ON BUILDING-GRID INTEGRATION, AND THE ADVANCED WATER HEATING INITIATIVE, FOCUSED ON HEAT PUMP WATER HEATER MARKET TRANSFOMRATION. IN THE 2023-2024 YEAR, NBI COLLABORATED WITH HUNDREDS OF COMPANIES AND ORGANIZATIONS TO SUPPORT THESE INITIATIVES. 6370225 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 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 1 17 0 54 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR CA CT WA MA X X ANNA GABIS 5037617339 151 SW 1ST AVENUE 300 PORTLAND OR 97204 PETER TURNBULL PRESIDENT 1.00 X X 0 0 0 MICHAEL COLGROVE VICE PRESIDENT 1.00 X X 0 0 0 MARK MACCRACKEN TREASURER 1.00 X X 0 0 0 KATHRYN WRIGHT SECRETARY 1.00 X X 0 0 0 MONA CHANDRA DIVERSITY EQUITY & INCLUSION OFFICER 1.00 X X 0 0 0 PATRICK O'SHEI GOVERNANCE CHAIR 1.00 X 0 0 0 ANICA LANDRENEAU DIRECTOR 1.00 X 0 0 0 DAVID GOLDSTEIN DIRECTOR 1.00 X 0 0 0 EMILY MOORE DIRECTOR 1.00 X 0 0 0 FULYA KOCAK GIN DIRECTOR 1.00 X 0 0 0 MEG JAMISON DIRECTOR 1.00 X 0 0 0 MELISSA BAKER DIRECTOR 1.00 X 0 0 0 SUSAN ROCHFORD DIRECTOR 1.00 X 0 0 0 RALPH DINOLA CHIEF EXEC. OFFICER 40.00 X 209031 0 39384 SMITA GUPTA PROGRAM DIRECTOR 40.00 X 183017 0 5211 AMY CORTESE PROGRAM DIRECTOR 40.00 X 161260 0 23393 ALEXI MILLER PROGRAM DIRECTOR 40.00 X 139147 0 35501 MARK LYLES ASSOCIATE DIRECTOR 40.00 X 121117 0 28108 SEAN DENNISTON ASSOCIATE DIRECTOR 40.00 X 113669 0 28905 927241 0 160502 10 0 1 0 NORESCO DEPT CH 14292 PALATINE IL 60055 SUBCONSULTANT ON SEVERAL PROJECTS 203559 KW ENGINEERING 287 17TH ST SUITE 300 OAKLAND CA 94612 SUBCONSULTANT ON SEVERAL PROJECTS 189541 RICHARD HEATH & ASSOCIATES INC 590 LOCUST AVE STE 103 FRESNO CA 93650 SUBCONSULTANT ON SEVERAL PROJECTS 185791 MARRIOTT MINNEAPOLIS CITY CENTER 30 SOUTH SEVENTH STREET MINNEAPOLIS MN 55402 SITE OF FORUM CONFERENCE 178892 RESOURCE REFOCUS 221 MOUNTAIN AVE PIEDMONT CA 94611 SUBCONSULTANT ON SEVERAL PROJECTS 121287 5 1543479 1543479 CONTRACT SERVICE FEES 541900 4739344 4739344 FORUM REGISTRATION FEE 900003 120139 120139 4859483 23905 23905 487 -487 -487 -487 MISCELLANEOUS 900003 1559 1559 1559 6427939 4859483 0 24977 257826 215592 39451 2783 4018651 3360354 614912 43385 159577 133436 24418 1723 294025 245861 44990 3174 354069 296069 54178 3822 95746 10370 85376 43316 43316 113748 24772 88976 158470 134948 22025 1497 72258 59422 11946 890 92314 74030 17064 1220 54156 45599 8489 68 13030 10475 2378 177 41863 33654 7640 569 PROJECT SUBCONTRACTORS 1046375 1046375 PROJECT DIRECT COSTS 660924 660924 49056 18344 29328 1384 7525404 6370225 1094487 60692 2256272 1200164 175000 200000 925422 1359846 1585 1122 64623 32670 101381 71135 31437 30246 267418 190016 3721757 3014064 592442 904750 124827 278160 263996 188127 981265 1371037 X 2151521 2006119 588971 -363092 2740492 1643027 3721757 3014064 -1097465 0 X X 0 1 X 1 0 X 2126197 2073350 2557501 1786315 1543479 10086842 3030421 2486532 3606957 4147665 4859483 18131058 5156618 4559882 6164458 5933980 6402962 28217900 1137500 561807 7514 1706821 249016 688297 3027314 3964627 1386516 1250104 3034828 5671448 22546452 13067 6845 2674 21365 23905 67856 13067 6845 2674 21365 23905 67856 1559 1559 6888 128 2100 2221 11337 5176573 4566855 6169232 5957566 6428426 28298652 0.79670 0.86320 0.00240 0.00190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59945 32680 27265 41436 38455 2981 30246 DEPOSITS 7357 OPERATING LEASE 182659 190016 OPERATING LEASE 188127 188127 X 6427939 0 6427939 0 6427939 7525404 0 7525404 0 7525404 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. X X X X X 0 0 0 0 0 0 0 0 0 RALPH DINOLA CHIEF EXEC. OFFICER 209031 0 0 0 0 0 10975 0 28409 0 248415 0 0 0 SMITA GUPTA PROGRAM DIRECTOR 183017 0 0 0 0 0 5211 0 0 0 188228 0 0 0 AMY CORTESE PROGRAM DIRECTOR 161260 0 0 0 0 0 8206 0 15187 0 184653 0 0 0 ALEXI MILLER PROGRAM DIRECTOR 139147 0 0 0 0 0 7577 0 27924 0 174648 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AN EXTERNAL ACCOUNTING FIRM PREPARES THE FORM 990 INCLUDING THE SUPPLEMENTAL SCHEDULES AND FORWARDS A DRAFT TO THE CONTROLLER FOR REVIEW. AFTER REVIEWING THE FORM 990, THE CONTROLLER FORWARDS A DRAFT OF THE RETURN TO THE CEO FOR REVIEW AND APPROVAL. ONCE THE CEO HAS APPROVED THE FORM 990 AND THE SUPPLEMENTAL SCHEDULES, THE RETURN IS FORWARDED TO ALL BOARD MEMBERS FOR REVIEW. IF THERE ARE NO BOARD COMMENTS OR CHANGES TO THE FORM 990, THE CONTROLLER INSTRUCTS THE EXTERNAL ACCOUNTING FIRM TO PREPARE A FINAL VERSION OF THE RETURN FOR SIGNATURE BY THE CEO FOR FILING WITH THE INTERNAL REVENUE SERVICE. EVERY EFFORT IS MADE TO FILE THE RETURN IN A TIMELY MANNER. A COPY OF THE COMPLETED, SIGNED AND FILED FORM 990 WITH SCHEDULES IS INCLUDED IN THE NEXT BOARD OF DIRECTORS MEETING PACKET FOR INFORMATION AND POSTED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, BOARD MEMBERS AND ALL EMPLOYEES COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE, WHICH ASKS THEM TO LIST EACH OF THE POTENTIAL CONFLICTS AS DESCRIBED IN THE POLICY. THE CEO AND THE HR MANAGER REVIEW THE FORMS AND DISCLOSURES FOR ALL MEMBERS OF THE BOARD AND STAFF, RESPECTIVELY. FOR THE BOARD MEMBERS, THE CEO MAKES A SUMMARY OF THE RESULTS AND GIVES THEM TO THE EXECUTIVE COMMITTEE FOR REVIEW. THE EXECUTIVE COMMITTEE OF THE BOARD MAKES A DETERMINATION AS TO WHETHER THE PERCEIVED CONFLICT IS REAL OR NOT. WE HAVE NOT HAD A REAL CONFLICT IN THE LAST SEVEN YEARS, BUT IF WE DID, THE NATURE OF THE CONFLICT WOULD BE REVIEWED BY THE BOARD. APPROPRIATE ACTIONS WOULD BE TAKEN (DEPENDING ON THE TYPE OF CONFLICT) TO ELIMINATE THE CONFLICT (THIS COULD BE AS SIMPLE AS THE BOARD MEMBER RECUSING HIM/HERSELF FROM A DECISION TO DISPOSING OR TERMINATING THE CONFLICTING RELATIONSHIP). FOR EMPLOYEES, THE MANAGEMENT COMMITTEE WOULD REVIEW THE CONFLICT AND PERFORM A SIMILAR FUNCTION TO RESOLVE THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPROVES THE CEO'S SALARY AFTER THE REVIEW OF AN INDEPENDENT SALARY SURVEY CONDUCTED BY THE EXECUTIVE COMMITTEE. THE PROCESS FOR DETERMINING THE COMPENSATION OF NBI'S DIRECTORS INCLUDE A REVIEW OF COMPARABLE DATA PREPARED BY AN INDEPENDENT CONSULTANT FOR OTHER SIMILAR NONPROFITS IN THE UNITED STATES AND REVIEWED BY THE CEO AND THE HR MANAGER. A COMPENSATION REVIEW OF ALL NBI'S STAFF SALARIES WAS PERFORMED IN 2023. FORM 990, PART VI, SECTION C, LINE 18 THE MOST RECENT FORM 990 IS AVAILABLE FOR PUBLIC AT WWW.NEWBUILDINGS.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE MOST RECENT AUDITED FINANCIALS ARE AVAILABLE FOR PUBLIC AT NEWBUILDINGS.ORG. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAIALBE UPON REQUEST AT WWW.NEWBUILDINGS.ORG. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.