Sustainable Investments Institute Inc
- Assets
- $327.9k
- Revenue
- $378.9k
- Investments
- $0.0
- Employees
- 2
- Location
- Boonsboro, MD
- Founding
- 02/2010
- Data as of
- 12/2022
- EIN
- 90-0521976
Organization Overview
Sustainable Investments Institute Inc is located in Boonsboro, MD. The organization was established in 2010. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, under the broad grouping of Community Improvement & Capacity Building and related organizations. As of 12/2022, Sustainable Investments Institute Inc employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Sustainable Investments Institute Inc is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2022, Sustainable Investments Institute Inc generated $378.9k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 1.1% each year. All expenses for the organization totaled $338.1k during the year ending 12/2022. While expenses have increased by 1.9% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE SUSTAINABLE INVESTMENTS INSTITUTE CONDUCTS IMPARTIAL RESEARCH AND PUBLISHES REPORTS ON ORGANIZED EFFORTS TO INFLUENCE CORPORATE BEHAVIOR ON SOCIAL AND ENVIRONMENTAL ISSUES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
RESEARCH AND TRACKING OF SOCIAL AND ENVIRONMENTAL ISSUES IN SHAREHOLDER RESOLUTIONS AND ON RELATED SUBJECTS FOR THE PUBLIC
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Heidi Welsh Executive Director | OfficerTrustee | 40 | $98,027 |
Julie Fox Gorte Chair | Trustee | 1 | $0 |
Scott Fenn Treasurer | Trustee | 1 | $0 |
Mark Bateman Secretary | Trustee | 1 | $0 |
Mary Jane Mcquillen Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $254,400 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $48,750 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $303,150 |
| Total Program Service Revenue | $75,692 |
| Investment income | $86 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $378,928 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $112,686 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $78,500 |
| Other salaries and wages | $14,728 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $12,710 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $550 |
| Fees for services: Accounting | $968 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $93,918 |
| Advertising and promotion | $0 |
| Office expenses | $247 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $7,293 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $775 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $4,920 |
| All other expenses | $0 |
| Total functional expenses | $338,071 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $89,731 |
| Savings and temporary cash investments | $100,994 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $137,200 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $327,925 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $144,638 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $144,638 |
| Net assets without donor restrictions | $183,287 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $327,925 |