Sustainable Investments Institute Inc
- Assets
- $313.2k
- Revenue
- $343.1k
- Investments
- $0.0
- Employees
- 2
- Location
- Boonsboro, MD
- Founding
- 02/2010
- Data as of
- 12/2021
- 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 12/2021, 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 12/2021, Sustainable Investments Institute Inc generated $343.1k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (0.2%) each year. All expenses for the organization totaled $289.2k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (0.1%) per year over the past 7 years. 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
2021
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
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Heidi Welsh Executive Director | OfficerTrustee | 40 | $94,185 |
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 | $234,075 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $26,000 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $260,075 |
| Total Program Service Revenue | $82,859 |
| Investment income | $129 |
| 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 | $343,063 |
| 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. | $111,781 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $73,500 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $13,979 |
| Payroll taxes | $12,359 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $605 |
| Fees for services: Accounting | $740 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $58,110 |
| Advertising and promotion | $0 |
| Office expenses | $584 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $4,888 |
| All other expenses | $0 |
| Total functional expenses | $289,189 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $116,818 |
| Savings and temporary cash investments | $40,908 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $151,739 |
| 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 | $3,750 |
| 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 | $313,215 |
| Accounts payable and accrued expenses | $3,960 |
| Grants payable | $0 |
| Deferred revenue | $166,825 |
| 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 | $170,785 |
| Net assets without donor restrictions | $142,430 |
| 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 | $313,215 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Sustainable Investments Institute Inc has recieved totaling $50,000.
| Awarding Organization | Amount |
|---|---|
Irrc Institute For Corporate Responsibility New York, NY PURPOSE: PRACTITIONER RESEARCH - DATA PRIVACY AS AN INVESTMENT ISSUE. | $50,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
National Restaurant Association Washington, DC | $192,667,812 | $96,146,955 |
American Association Of State Highway & Transportation Officials Washington, DC | $177,160,624 | $97,013,353 |
American Beverage Association Washington, DC | $114,967,236 | $101,585,081 |
Credit Union National Association Inc Washington, DC | $67,388,582 | $69,543,852 |
Edison Electric Institute Washington, DC | $198,917,565 | $81,084,181 |
Investment Company Institute Washington, DC | $76,230,571 | $72,478,404 |
Packaging Machinery Manufacturers Institute Inc Herndon, VA | $71,869,344 | $62,733,082 |
Consumer Technology Association Arlington, VA | $357,760,838 | $25,474,279 |
National Retail Federation Inc Washington, DC | $44,909,805 | $48,694,616 |
American Psychiatric Association Washington, DC | $179,554,491 | $53,525,834 |
Mexican Haas Avocado Importers Association Fallston, MD | $10,238,623 | $43,648,629 |
Certified Financial Planner Board Of Standards Inc Washington, DC | $72,477,411 | $49,028,168 |