2024-07-23T15:38:21-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2023-01-01 431953180 SUSTAIN DANE INC SUST 6082852454 PO BOX 144 MADISON WI 53701 CLAIRE SCHAEFER EXECUTIVE DIRECTOR 6082852454 2024-07-22 1 CLAIRE SCHAEFER 999009999 1 LAURA SCHWEITZER CPA P01760010 6086628600 2024-07-08 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z CLAIRE SCHAEFER PO BOX 144 MADISON WI 53701 941557 0 X WWW.SUSTAINDANE.ORG X 1999 WI SUSTAIN DANE'S VISION IS FOR A THRIVING AND CONNECTED COMMUNITY WITH A SUSTAINABLE ECONOMY AND ENVIRONMENT WE ARE PROUD TO PASS ON TO FUTURE GENERATIONS. 16 16 27 60 0 0 287676 412139 375893 505407 301 771 10820 20915 674690 939232 0 0 0 0 336586 442068 0 0 33044 327160 474404 663746 916472 10944 22760 456433 523531 88593 132931 367840 390600 X SUSTAIN DANE SEEKS TO INSPIRE, CONNECT, AND SUPPORT PEOPLE TO ACCELERATE SUSTAINABLE ACTIONS FOR COMMUNITY WELLBEING. 0 0 433344 0 427140 NATURALLY OCCURRING AFFORDABLE HOUSING (NOAH) - THROUGH OUR NOAH PROJECT AND THE EFFICIENCY NAVIGATOR, WE ENGAGE WITH AGENCY STAKEHOLDERS, PROPERTY OWNERS AND MANAGERS, COMMUNITY-BASED ORGANIZATIONS AND RESIDENTS TO UNDERSTAND THE CHALLENGES AND OPPORTUNITIES TO MAKE THE NOAH STOCK IN DANE COUNTY MORE SUSTAINABLE. WE ARE OFFERING THE EFFICIENCY NAVIGATOR PROGRAM TO HELP SMALL TO MEDIUM-SIZED MULTIFAMILY HOUSING BECOME MORE EFFICIENT, AFFORDABLE, AND RESILIENT WHILE REDUCING OPERATING COSTS FOR OWNERS AND ENERGY COST BURDEN FOR RESIDENTS. THE GOALS OF THE PROGRAM ARE TO ADDRESS HOUSING RESILIENCE, EQUITY, AND CLIMATE CHANGE. WE PROVIDE COMPLIMENTARY EFFICIENCY ASSESSMENTS AND STEP-BY-STEP NAVIGATION OF IMPLEMENTATION. THE PROGRAM IS FOR RENTER-OCCUPIED BUILDINGS WITH RENTS AFFORDABLE TO RESIDENTS AT OR BELOW 80% AREA MEDIAN INCOME. THE HOUSING STOCK IS KNOWN AS NATURALLY OCCURRING AFFORDABLE HOUSING (NOAH). THE PROGRAM ALSO INCLUDES BI-LINGUAL ENERGY EFFICIENCY LEADERS, MULTIFAMILY SOLAR OPPORTUNITIES AND HEALTHY BUILDING ELEMENTS, ELECTRIFICATION, THE RELAY NETWORK, A DIVERSE CONTRACTOR ACCELERATOR PROGRAM. 218250 0 66282 SUSTAINABLE COMMUNITIES AND NETWORK - SUSTAINABLE COMMUNITIES AND NETWORK IS A LEARNING GROUP OF PROGRAMS AND PEOPLE WHO CARE ABOUT HOLISTIC SUSTAINABILITY (ENVIRONMENTAL HEALTH, EQUITY AND SOCIAL WELLBEING, AND A JUST ECONOMY). VIA COMMUNITY PROGRAMS AND THE NETWORK, SUSTAIN DANE SHARES SKILLS AND STRATEGIES, RESEARCH FINDINGS, AND LOCAL CASE STUDIES. THERE ARE QUARTERLY BREAKFAST MEETINGS, MONTHLY NEWSLETTERS, NETWORKING OPPORTUNITIES, MEMBERSHIP, AND ONLINE RESOURCES. OTHER WORK INCLUDES THE COMMUNITY RECYCLING PROGRAM, CLIMATE ACTION COMMITMENTS, PARTNERSHIPS WITH SCHOOLS ON FOOD WASTE REDUCTION, AND SUSTAINABILITY ART. IT ALSO INCLUDES SUSTAIN DANE'S SUSTAINABILITY STORIES PLATFORM, WHICH AMPLIFIES THE VOICES OF PEOPLE FROM DIFFERENT BACKGROUNDS, RACES, GENDERS, AND GEOGRAPHIES THAT ARE WORKING ON AND WANT TO INSPIRE OTHERS TO BUILD A MORE SUSTAINABLE AND INCLUSIVE COMMUNITY. 72395 0 0 BUSINESS OUTREACH AND PROJECTS - ACCELERATE SUSTAINABILITY WORKSHOP (ASW) IS A ONE YEAR, FULLY-CUSTOMIZABLE PROGRAM FOR BUSINESSES AND ORGANIZATIONS THAT WISH TO REDUCE THEIR ENVIRONMENTAL IMPACT, WHILE SAVING COSTS AND CREATING A HEALTHIER AND MORE ENGAGING WORKPLACE AND COMMUNITY. ASW BUILDS ON THE SUCCESS OF SUSTAIN DANE'S MPOWER PROGRAM. BUSINESS AND ORGANIZATIONS HAVE COMPLETED MORE THAN 600 SUSTAINABILITY PROJECTS RELATED TO ENERGY EFFICIENCY AND CLEAN ENERGY, SUSTAINABLE FOOD SYSTEMS, ALTERNATIVE TRANSPORTATION, EQUITY, WATER OR WASTE REDUCTION, COMMUNITY ENGAGEMENT, AND MORE. 51792 0 11985 SUSTAIN DANE SUMMIT - AN ANNUAL CONFERENCE THAT CONVENES SUSTAINABILITY ACTIVISTS WHO EMBRACE HOLISTIC SUSTAINABILITY AND COMMUNITY WELL-BEING, AND DESIRE TO CREATE POSITIVE CHANGE IN THE GREATER MADISON REGION. APPROXIMATELY 250 INDIVIDUALS CONVENED TO LISTEN, LEARN, AND SHARE WITH ONE ANOTHER. THE SUMMIT WAS DEEMED SUCCESSFUL BASED UPON METRICS ACHIEVED AND PARTICIPANT FEEDBACK. 51792 0 11985 775781 1 1 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 1 0 0 WI X CLAIRE SCHAEFER 6082852454 PO BOX 144 MADISON WI 53701 MARK RICHARDSON PRESIDENT 2.00 X X 0 0 0 SANDY XIONG VICE PRESIDENT 2.00 X X 0 0 0 JIM BRADLEY TREASURER 2.00 X X 0 0 0 SUJATA GAUTAM SECRETARY 2.00 X X 0 0 0 MISSY TRACEY SECRETARY (THROUGH JUNE) 2.00 X X 0 0 0 ABIGAIL CORSO DIRECTOR 1.00 X 0 0 0 MELISSA FLORES DIRECTOR 1.00 X 0 0 0 DAVE BENFORADO DIRECTOR 1.00 X 0 0 0 AMANDA GOTESCH DIRECTOR 1.00 X 0 0 0 RICHARD HEINEMANN DIRECTOR 1.00 X 0 0 0 YVETTE JONES DIRECTOR 1.00 X 0 0 0 ROBIN LISOWSKI DIRECTOR 1.00 X 0 0 0 ANGELINE MBOUTNGAM DIRECTOR 1.00 X 0 0 0 CHRISTOPHER PEGUERO DIRECTOR 1.00 X 0 0 0 BEN REYNOLDS DIRECTOR 1.00 X 0 0 0 TOM THOMPSON DIRECTOR 1.00 X 0 0 0 STEVE WHAYLAND DIRECTOR 1.00 X 0 0 0 CLAIRE SCHAEFER EXECUTIVE DIRECTOR 40.00 X 96038 0 0 96038 0 0 0 0 0 0 0 8991 87940 72691 242517 2300 412139 NOAH PROGRAM REVENUE 900099 427140 427140 SUSTAINABLE COMMUNITIE 900099 66282 66282 SUSTAIN DANE SUMMIT 900099 11985 11985 505407 771 771 285 2325 -2040 -2040 MISC REVENUE 900099 22955 22955 22955 939232 505407 0 21686 X 96033 82016 7094 6923 284982 243515 20937 20530 614 525 45 44 30546 25962 2370 2214 29893 25530 2208 2155 18296 18296 356049 328632 27417 1199 36 1055 108 8235 3322 4883 30 13091 1431 11198 462 5943 5111 416 416 7318 2708 4610 58246 55019 3203 24 1970 1694 138 138 DUES AND SUBSCRIPTIONS 970 970 3087 280 2807 916472 775781 107647 33044 312709 289086 90588 178047 41247 51258 11889 5140 456433 523531 42595 29919 45998 103012 88593 132931 X 337840 341700 30000 48900 367840 390600 456433 523531 22760 0 X 0 1 X 1 0 X 232760 297265 334387 287676 412139 1564227 232760 297265 334387 287676 412139 1564227 140453 1423774 1660 791 257 301 771 3780 10820 22955 33775 1601782 961070 0.88890 0.88230 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 10,820. 2023 AMOUNT: $ 22,955. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 939257 25 25 939232 0 939232 916497 25 25 916472 0 916472 PART XI, LINE 2D - OTHER ADJUSTMENTS: GAMING EXPENSE 25. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAMING EXPENSE 25. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE A STATEMENT THAT DISCLOSES INTERESTS THAT COULD GIVE RISE TO CONFLICTS. ANY PERSON WITH A CONFLICT IS GENERALLY PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS DETERMINES EXECUTIVE DIRECTOR COMPENSATION AND VOTES ON BUDGET WITH PAYROLL AMOUNTS THAT INCLUDE COMPENSATION FOR KEY EMPLOYEES. THE EXECUTIVE COMMITTEE ACTS AS THE REVIEWING BODY FOR RECOMMENDATIONS TO THE BOARD. ASSESSMENT OF COMPARABILITY DATA FROM COMMUNITY SHARES OF WI ASSISTS WITH DECISION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT WORK: PROGRAM SERVICE EXPENSES 327,502. MANAGEMENT AND GENERAL EXPENSES 6,878. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 334,380. OTHER PROF FEES: PROGRAM SERVICE EXPENSES 1,130. MANAGEMENT AND GENERAL EXPENSES 20,539. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,669.