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Nonprofiteer
← BLUEGREEN ALLIANCE FOUNDATION

Form 990 for tax year 2023

Filed by BLUEGREEN ALLIANCE FOUNDATION.

Totals

Total revenue
$11,926,809
Total expenses
$8,149,322
Contributions and grants received
$11,623,281
Grants paid
$144,167
Program service revenue
$47,656
Investment income
$252,472
Other revenue
$3,400
Total assets, end of year
$13,777,278
Total liabilities, end of year
$856,845
Net assets or fund balances, end of year
$12,920,433
Program services expenses (Part IX)
$6,814,597
Management and general expenses
$920,900
Fundraising expenses
$413,825
Program service expenses (Part III)
$6,814,597

Program services were 83.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $354,661

  • 1f · All other contributions, gifts and grants

    $11,268,620

  • 2a · Program service revenue: Contract Services

    total $47,656 · related or exempt $47,656

  • 3 · Investment income

    total $252,590 · excluded $252,590

  • 7b · Less cost or other basis and sales expenses

    securities $118

  • 7c · Gain or loss

    securities -$118

  • 7d · Net gain or loss

    total -$118 · excluded -$118

  • 11d · All other revenue

    total $3,400 · excluded $3,400

  • 11e · Other revenue, total

    $3,400

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $144,167 · program services $144,167

  • 5 · Compensation of officers, directors and key employees

    total $362,426 · program services $150,710 · management and general $164,298 · fundraising $47,418

  • 7 · Other salaries and wages

    total $273,861 · program services $259,918 · management and general $11,489 · fundraising $2,454

  • 8 · Pension plan contributions

    total $25,451 · program services $16,425 · management and general $7,031 · fundraising $1,995

  • 9 · Other employee benefits

    total $38,545 · program services $32,203 · management and general $3,879 · fundraising $2,463

  • 10 · Payroll taxes

    total $58,767 · program services $49,097 · management and general $5,914 · fundraising $3,756

  • 11c · Fees: accounting

    total $15,950 · management and general $15,950

  • 11g · Fees: other

    total $842,500 · program services $697,951 · management and general $142,218 · fundraising $2,331

  • 12 · Advertising and promotion

    total $10,042 · program services $8,872 · management and general $1,170

  • 13 · Office expenses

    total $41,551 · program services $28,781 · management and general $12,690 · fundraising $80

  • 14 · Information technology

    total $135,581 · program services $126,167 · management and general $9,414

  • 16 · Occupancy

    total $251,788 · program services $218,444 · management and general $33,344

  • 17 · Travel

    total $195,009 · program services $183,768 · management and general $7,364 · fundraising $3,877

  • 19 · Conferences, conventions and meetings

    total $102,036 · program services $95,148 · management and general $3,629 · fundraising $3,259

  • 23 · Insurance

    total $9,605 · management and general $9,605

  • 24a · Other expenses: Reimbursed Costs (See S

    total $5,524,945 · program services $4,741,666 · management and general $439,746 · fundraising $343,533

  • 24b · Other expenses: Program Expenses

    total $41,687 · program services $36,067 · management and general $4,341 · fundraising $1,279

  • 24c · Other expenses: Dues and Memberships

    total $32,731 · program services $21,774 · management and general $9,577 · fundraising $1,380

  • 24d · Other expenses: Fees and Taxes

    total $28,164 · management and general $28,164

  • 24e · All other expenses

    total $14,516 · program services $3,439 · management and general $11,077

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,014,234 · end of year $2,908,166

  • 2 · Savings and temporary cash investments

    beginning of year $7,203,314 · end of year $7,450,742

  • 3 · Pledges and grants receivable

    beginning of year $487,711 · end of year $3,401,947

  • 4 · Accounts receivable

    beginning of year $64,246 · end of year $15,971

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,520 · end of year $452

  • 10a · Land, buildings and equipment: cost or other basis

    $17,589

  • 10b · Land, buildings and equipment: accumulated depreciation

    $17,589

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $7,002 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $266,268 · end of year $420,439

  • 25 · Other liabilities

    beginning of year $371,813 · end of year $436,406

  • 27 · Net assets without donor restrictions

    beginning of year $5,956,322 · end of year $5,628,970

  • 28 · Net assets with donor restrictions

    beginning of year $3,186,624 · end of year $7,291,463

Mission and programs · 2023

Mission

The BlueGreen Alliance Foundation (BGAF) conducts research and educates the public and media about solutions to environmental challenges that create economic opportunities for the American people. Pursuant to this mission and its interorganizational agreement with the BlueGreen Alliance (BGA), BGAF supports a variety of programs.

Activities or mission (Part I)

Conduct research and educate the public and media about solutions to environmental challenges that create economic opportunities for the American people.

  • Repairing America's Infrastructure and Building a Clean Economy - BGAF works to educate the media and the public about the need to repair America's infrastructure. By making the systems we rely upon every day more dependable, efficient and resilient, we can address the threat of climate change while creating good-paying jobs. BGAF offers strategies for investing in key industries and initiatives--renewable energy, energy efficiency, modern transportation systems, and advanced vehicle technology to create good jobs in manufacturing, construction, education and other sectors.

    Expenses $2,942,676 · Grants $52,500

  • Clean Energy Manufacturing Center - The Clean Energy Manufacturing Center provides communities, businesses and policy makers with the tools they need to increase green manufacturing and transition existing manufacturing capacity to meet the needs of the clean energy economy. Its Building Clean program is aimed at increasing demand for U.S. made energy-efficiency products, increasing awareness of the harmful chemicals used in energy efficiency housing products, and identifying the supply chain, manufacturing and market opportunities.

    Expenses $2,622,620 · Grants $91,667

  • Climate Change & Clean Energy Jobs - BGAF provides the American labor movement with grassroots education about climate change and other environmental problems. BGAF furnishes direct education to rank and file union members about the link between global warming solutions, job creation and job security.

    Expenses $992,631

  • Health Initiatives-The Health Initiatives program is a national grassroots educational initiative to reduce workplace and community to toxic substances; and to promote occupational safety and health as a fundamental, on-the-job right for all working people.

    Expenses $256,670 · Revenue $47,656

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jim English

    Treasurer and Secretary

    Total calculated
    $27,708
    From this org
    $0
    From related orgs
    $0
    Other
    $27,708
    Hours/week
    1

  • Derek Walker

    Board Chair

    Total calculated
    $0
    Hours/week
    1

  • John Doherty

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Anna Fendley

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jon Barton

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • David Boundy

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sara Chieffo

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Michael DiVirgilio

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Brian LaSchier

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Abby Tinsley

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kurt Steenhoek

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Etana Jacobi

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dawn Le

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Melinda Pierce

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jason Walsh

    President

    Total calculated
    $227,525
    From this org
    $196,741
    From related orgs
    $0
    Other
    $30,784
    Hours/week
    34

    Schedule J breakdown matched by us

    Base
    $196,741
    Bonus
    $0
    Other
    $0
    Deferred
    $7,870
    Nontaxable benefits
    $22,914
    Filer's total
    $227,525

  • Denise Seck

    VP Finance/Admin/DEIJ

    Total calculated
    $119,857
    From this org
    $119,857
    From related orgs
    $0
    Other
    $0
    Hours/week
    32

  • Roxanne Johnson

    Research Director

    Total calculated
    $117,156
    From this org
    $101,442
    From related orgs
    $0
    Other
    $15,714
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
5 August 2024
IRS schema version
2023v5.1
Source object
202442399349301314

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