2024-10-23T10:48:56-05:00 2023-12-31 363168081 SIKICH LLC 333 JOHN CARLYLE STREET SUITE 500 ALEXANDRIA VA 22314 990 2023-01-01 222701978 US SIF THE FORUM FOR SUSTAINABLE AND RESPONSIBLE INVESTMENT USSI 2028725361 1660 L STREET NW 306 WASHINGTON DC 20036 MARIA LETTINI CEO (CHIEF EXECUTIVE OFFICER) 2028725361 2024-10-09 1 1 JILL M BOYLE CPA P01246734 7038361350 2024-09-27 2023 2024-10-15 13:58:12Z MARIA LETTINI 1660 L STREET NW 306 WASHINGTON DC 20036 876158 0 X WWW.USSIF.ORG X 1984 NY MEMBERSHIP ASSOCIATION ENGAGED IN SUSTAINABLE AND RESPONSIBLE INVESTING. 11 11 9 11 1035 0 0 1814 1253756 847977 101 101 27497 26266 1281354 876158 0 0 0 0 588756 704707 0 0 0 774491 466490 1363247 1171197 -81893 -295039 2364220 2100437 1204946 1236202 1159274 864235 RAPIDLY SHIFT INVESTMENT PRACTICES TOWARDS SUSTAINABILITY, FOCUSING ON LONG-TERM INVESTMENT AND THE GENERATION OF POSITIVE SOCIAL AND ENVIRONMENTAL IMPACTS. 0 0 PROMOTION AND EDUCATION OF SUSTAINABLE AND RESPONSIBLE INVESTING, INCLUDING THROUGH AN ANNUAL CONFERENCE AND OTHER EVENTS, SEMINARS AND FORUMS, AND THROUGH ONLINE PUBLICATION OF A FINANCIAL SERVICES FORUMS, AND THROUGH ONLINE PUBLICATION OF A FINANCIAL SERVICES DIRECTORY AND OTHER RESOURCES. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 7 0 9 1 1 1 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 2028725361 1660 L STREET NW 306 WASHINGTON DC 20036 DIEDERIK TIMMER CHAIR 1.00 1.00 X X 0 0 0 IYASSU ESSAYAS VICE-CHAIR 1.00 1.00 X X 0 0 0 KIMBERLY GLUCK TREASURER 1.00 1.00 X X 0 0 0 STEPHANIE COHN RUPP SECRETARY 1.00 1.00 X X 0 0 0 DANIEL HANSON VOTING MEMBER 1.00 1.00 X 0 0 0 KIMBERLY GRIEGO-KIEL VOTING MEMBER 1.00 1.00 X 0 0 0 LINDA-ELING LEE VOTING MEMBER 1.00 1.00 X 0 0 0 MAMADOU-ABOU SARR VOTING MEMBER 1.00 1.00 X 0 0 0 ANTHONY EAMES VOTING MEMBER 1.00 1.00 X 0 0 0 JONAS KRON VOTING MEMBER 1.00 1.00 X 0 0 0 JULIE GORTE VOTING MEMBER 1.00 1.00 X 0 0 0 MARIA A LETTINI BEG 51523 CEO (CHIEF EXECUTIVE OFFICER) 27.00 13.00 X 173039 0 11210 LISA WOLL THRU 6123 CEO (CHIEF EXECUTIVE OFFICER) 27.00 13.00 X 153541 0 6709 BRYAN M MCGANNON MANAGING DIRECTOR 38.50 1.50 X 168141 0 18036 494721 0 35955 3 0 1 0 0 1814 1814 MEMBERSHIP DUES 900099 769087 769087 EDUCATIONAL EVENTS 900099 78890 78890 847977 101 101 24687 0 24687 24687 24687 JOB BOARD POSTINGS 900099 1035 1035 OTHER 900099 544 544 1579 876158 847977 1035 25332 X 344499 282450 14452 16747 46559 173362 17539 26044 15929 11817 154597 10152 RECRUITMENT 51968 FINANCIAL SERVICES FEES 5082 1171197 903324 1075745 100678 100778 107474 1814 12011 25808 60373 37195 26486 23178 1214247 873114 2364220 2100437 98430 108251 303368 407535 803148 720416 1204946 1236202 X 1159274 864235 1159274 864235 2364220 2100437 -295039 0 X X 0 1 X 1 0 0 0 0 769087 6805 6805 38454 -31649 60373 37195 23178 23178 DUE FROM US SIF FOUNDATION 293478 SECURITY DEPOSIT 9754 RIGHT-OF-USE ASSET 569882 873114 SUBLEASE SECURITY DEPOSIT 1728 LEASE LIABILITY 718688 720416 X PART X, LINE 2: US SIF IS EXEMPT FROM FEDERAL AND LOCAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE ON INCOME DERIVED FROM ACTIVITIES RELATED TO THEIR EXEMPT PURPOSE. THE FOUNDATION IS EXEMPT FROM FEDERAL AND LOCAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ON INCOME DERIVED FROM ACTIVITIES RELATED TO THEIR EXEMPT PURPOSE. US SIF AND THE FOUNDATION ARE NOT PRIVATE FOUNDATIONS FOR TAX PURPOSES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS THAT WOULD REQUIRE RECOGNITION IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR UP TO THREE YEARS FROM THE DATE A COMPLETED RETURN IS FILED. IF MATERIAL OMISSIONS OF INCOME EXIST, TAX RETURNS MAY BE SUBJECT TO EXAMINATION FOR UP TO SIX YEARS. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2023 AND 2022, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS WHICH SHOULD BE RECOGNIZED AS A LIABILITY. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2020. X X 0 0 0 BRYAN M MCGANNON MANAGING DIRECTOR 155641 0 12500 0 0 0 6226 0 11810 0 186177 0 0 0 MARIA A LETTINI BEG 51523 CEO (CHIEF EXECUTIVE OFFICER) 173039 0 0 0 0 0 5053 0 6157 0 184249 0 0 0 LISA WOLL THRU 6123 CEO (CHIEF EXECUTIVE OFFICER) 107905 0 15000 0 30636 0 6142 0 567 0 160250 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 IN 2023, THERE WERE APPROXIMATELY 200 MEMBERS, 11 OF WHICH WERE REPRESENTED ON THE GOVERNING BOARD AT YEAR-END. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD SHALL CONSIST OF NOT MORE THAN SEVENTEEN (17) AND NOT LESS THAN NINE (9) DIRECTORS, THE MAJORITY SHALL BE ELECTED BY THE MEMBERSHIP, AND SHOULD GENERALLY REFLECT THE DIVERSITY OF PRACTITIONERS, EXPERIENCE AND MEMBER TYPES AND FIELD OF PRACTICE FOUND WITHIN THE MEMBERSHIP BASE. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS BY THE BOARD TO AMEND THE BYLAWS MUST BE APPROVED BY A MAJORITY OF MEMBERS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS SENT TO THE AUDIT COMMITTEE FOR THEIR REVIEW. AFTER THAT REVIEW IS COMPLETED, THE RETURN IS SENT TO THE FULL GOVERNING BODY PRIOR TO FILING THE FORM WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR SHALL PROVIDE AN ANNUAL DISCLOSURE STATEMENT TO THE ORGANIZATION IDENTIFYING: (I) EACH ORGANIZATION FOR WHICH THE DIRECTOR IS A DIRECTOR OR EXECUTIVE (OR HOLDS AN EQUIVALENT POSITION) OR BY WHICH THE DIRECTOR IS EMPLOYED, AND (II) EACH INVESTMENT, INTEREST, VOLUNTEER ACTIVITY, MEMBERSHIP OR OTHER MATTER THAT MAY CONFLICT OR INTERFERE WITH THE DIRECTOR'S POSITION ON THE BOARD OR THAT MAY CAUSE A CONFLICT OF INTEREST BETWEEN THE DIRECTOR'S DUTY TO THE ORGANIZATION AND THE INVESTMENT, INTEREST, ACTIVITY, MEMBERSHIP OR MATTER. (III) ANY CONFLICT OF INTEREST IDENTIFIED BY THE DIRECTORS OR THE ABSENCE OF ANY CONFLICT OF INTEREST TO THE BEST OF KNOWLEDGE OF THE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD'S VOTING MEMBERS ANNUALLY EVALUATE PERFORMANCE OF THE CEO, AND DETERMINE CEO'S COMPENSATION. THE CEO ANNUALLY EVALUATES AND SETS COMPENSATION FOR SENIOR MANAGEMENT. OTHER COMPENSATION DECISIONS ARE MADE BY CEO AND SENIOR MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ONLINE AS PART OF THE ORGANIZATION'S ANNUAL REPORT. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FORM 990 ARE AVAILABLE TO MEMBERS THROUGH AN ONLINE MEMBER CENTER, AND TO THE GENERAL PUBLIC UPON REQUEST. RECENT 990'S FOR THE ORGANIZATION ARE ALSO AVAILABLE AT WWW.GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G CONSULTING -MEDIA 53,198. CONSULTING -POLICY 96,000. OTHER 24,164. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUME RESPONSILBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. US SIF FOUNDATION 1660 L STREET NW 206 WASHINGTON DC 20036 ADVANCES SUSTAINABLE AND RESPONSIBLE INVESTMENT PRACTICES. MA 501(C)(3) LINE 12A, I 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0