2024-05-15T13:16:48-05:00 2023-06-30 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2022-07-01 680401509 NEW BUILDINGS INSTITUTE NEWB 5037617339 151 SW 1ST AVENUE 300 PORTLAND OR 97204 RALPH DINOLA CHIEF EXECUTIVE OFFICER 5037617339 2024-05-13 1 RALPH DINOLA 999009999 0 SANG AHN P00540880 5032270581 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RALPH DINOLA 151 SW 1ST AVENUE 300 PORTLAND OR 97204 5957566 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 39 13 0 0 2557501 1786315 3606957 4147665 846 21365 2100 2221 6167404 5957566 0 0 0 0 3439487 3924287 0 0 64687 2065305 2474007 5504792 6398294 662612 -440728 4008688 3721757 827468 981265 3181220 2740492 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 1377777 900903 LEADERSHIP AND MARKET DEVELOPMENT: NBI'S RESEARCH, CONVENINGS, EDUCATION, AND THOUGHT LEADERSHIP ON "GETTING TO ZERO" FOCUSES ON DRIVING SCALE IN BUILDING DECARBONIZATION INCLUDING ENERGY EFFICIENCY IMPROVEMENTS. DURING THE 2022-2023 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 EFFICIENCY PROGRAMS AND ADVOCACY GROUPS. (CONTINUED ON SCH O)A LOW-CARBON SPECIFICATION THAT NBI DEVELOPED IS BEING USED BY A PACE FINANCING FIRM AS A PATHWAY FOR DEVELOPERS TO PURSUE CARBON REDUCTIONS IN THEIR PROJECTS. NBI HOSTED SEVERAL PUBLIC-FACING AWARENESS BUILDING EVENTS INCLUDING WEBINARS THAT TOUCHED THOUSANDS OF PEOPLE AND SOCIAL MEDIAL 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 NET ZERO OUTCOMES IN BUILDINGS. 2267925 1904143 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. WE 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 DECARBONIZED AND 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 SCH O)NBI ALSO WORKED TO SUPPORT THE EXPANSION OF CODES AND POLICY DEVELOPMENT TO TAKE A MORE HOLISTIC VIEW OF CLIMATE FOCUSING INCREASINGLY ON CARBON NEUTRALITY, HEALTH AND RESILIENCE. SEVERAL JURISDICTIONS ARE DEVELOPING ZERO ENERGY AND ZERO CARBON ROADMAPS THAT SET OBJECTIVES FOR EACH CODE CYCLE, MOVING STRINGENCY 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. 1886491 1342619 BUILDING INNOVATION:NBI'S BUILDING INNOVATION PROGRAM FOCUSES ON TECHNICAL RESEARCH AND ANALYSIS TO ADVANCE EMERGING TECHNOLOGY AND BEST PRACTICES FOR ACCELERATING BUILDING DECARBONIZATION. THIS WORK ADVANCES PROGRAMS AND PRACTICES SEEKING TO ENHANCE ENERGY EFFICIENCY AND LOW CARBON 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. KEY INITIATIVES UNDER THIS PROGRAM AREA INCLUDE THE GRIDOPTIMAL BUILDINGS INITIATIVE, (CONTINUED ON SCH O)FOCUSED ON BUILDING-GRID INTEGRATION, AND THE ADVANCED WATER HEATING INITIATIVE, FOCUSED ON HEAT PUMP WATER HEATER MARKET TRANSFOMRATION. IN THE 2022-2023 YEAR, NBI COLLABORATED WITH OVER HUNDREDS OF COMPANIES AND ORGANIZATIONS TO SUPPORT THESE INITIATIVES AND ADVANCE EQUITABLE BUILDING DECARBONIZATION FOR PEOPLE AND THE PLANET. 5532193 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 20 0 39 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 1 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 PATRICK OSHEI GOVERNANCE CHAIR 1.00 X 0 0 0 MONA CHANDRA EQUITY, DIVERSITY, AND INCLUSION OFFICER 1.00 X 0 0 0 MELISSA BAKER DIRECTOR 1.00 X 0 0 0 FULYA KOCAK GIN DIRECTOR 1.00 X 0 0 0 DAVID GOLDSTEIN DIRECTOR 1.00 X 0 0 0 MEG JAMISON DIRECTOR 1.00 X 0 0 0 ANICA LANDRENEAU DIRECTOR 1.00 X 0 0 0 EMILY MOORE DIRECTOR 1.00 X 0 0 0 SUSAN ROCHFORD DIRECTOR 1.00 X 0 0 0 RALPH DINOLA CHIEF EXEC. OFFICER 40.00 X 198212 0 33141 SMITA GUPTA DIRECTOR, BUILDING INNOVATION 40.00 X 171117 0 5211 STACEY HOBART COMMUNICATIONS DIRECTOR 40.00 X 157944 0 27712 AMY CORTESE DIRECTOR, PROGRAMS 40.00 X 145488 0 22285 KIM CHESLAK DIRECTOR, CODES & POLICY 40.00 X 137827 0 27100 ALEXI MILLER DIRECTOR, BUILDING INNOVATION 40.00 X 123873 0 36334 934461 0 151783 8 0 1 0 NORESCO DEPT CH 14292 PALATINE IL 60055 SUBCONSULTANT ON SEVERAL PROJECTS 299618 KW ENGINEERING 287 17TH ST SUITE 300 OAKLAND CA 94612 SUBCONSULTANT ON SEVERAL PROJECTS 236290 RESOURCE REFOCUS 221 MOUNTAIN AVE PIEDMONT CA 94611 SUBCONSULTANT ON SEVERAL PROJECTS 198476 KARPMAN CONSULTING LLC 78 EASTER BLVD GLASTONBURY CT 06033 SUBCONSULTANT ON SEVERAL PROJECTS 195516 FRESH ENERGY 408 SAINT PETER ST SUITE 350 SAINT PAUL MN 55102 SUBCONSULTANT ON SEVERAL PROJECTS 111360 5 1786315 1786315 CONTRACT SERVICE FEES 541900 3958150 3958150 FORUM REGISTRATION FEE 900003 189515 189515 4147665 21365 21365 MISCELLANEOUS 900003 2221 2221 2221 5957566 4147665 0 23586 241875 199212 39026 3637 3007880 2477335 485321 45224 135230 111378 21819 2033 266955 219868 43073 4014 272347 224309 43943 4095 21775 21775 24677 24677 82549 52674 29664 211 135519 106495 28306 718 55513 46439 8414 660 93256 75592 16214 1450 97030 82089 14284 657 13187 10886 2104 197 40677 31958 8140 579 PROJECT SUBCONTRACTORS 1280029 1280029 PROJECT DIRECT COSTS 594992 594992 34803 18937 14654 1212 6398294 5532193 801414 64687 2876608 2256272 150000 175000 853754 925422 1585 78903 64623 101238 69801 42066 31437 7357 267418 4008688 3721757 736059 592442 91409 124827 0 263996 827468 981265 X 2611342 2151521 569878 588971 3181220 2740492 4008688 3721757 -440728 0 X X 0 1 X 1 0 X 1733165 2126197 2073350 2557501 1786315 10276528 3493503 3030421 2486532 3606957 4147665 16765078 5226668 5156618 4559882 6164458 5933980 27041606 775000 1137500 1912500 229192 249016 1250104 1728312 1004192 1386516 1250104 3640812 23400794 7468 13067 6845 2674 21365 51419 7468 13067 6845 2674 21365 51419 3718 6888 128 2100 2221 15055 5237854 5176573 4566855 6169232 5957566 27108080 0.86320 0.83490 0.00190 0.00140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59802 32878 26924 41436 36923 4513 31437 DEPOSITS 7357 OPERATING LEASE 260061 267418 OPERATING LEASE 263996 263996 X 5957566 0 5957566 0 5957566 6398294 0 6398294 0 6398294 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 198212 0 0 0 0 0 10183 0 22958 0 231353 0 0 0 STACEY HOBART COMMUNICATIONS DIRECTOR 157944 0 0 0 0 0 8238 0 19474 0 185656 0 0 0 SMITA GUPTA DIRECTOR, BUILDING INNOVATION 171117 0 0 0 0 0 5211 0 0 0 176328 0 0 0 AMY CORTESE DIRECTOR, PROGRAMS 145488 0 0 0 0 0 7414 0 14871 0 167773 0 0 0 KIM CHESLAK DIRECTOR, CODES & POLICY 137827 0 0 0 0 0 7052 0 20048 0 164927 0 0 0 ALEXI MILLER DIRECTOR, BUILDING INNOVATION 123873 0 0 0 0 0 6803 0 29531 0 160207 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 TWO BOARD MEMBERS ARE MARRIED TO ONE ANOTHER. 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 CONTROLLER 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, AND 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 RELATIOSHIP). 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 CONTROLLER. 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.