2024-11-15T08:07:36-06:00 2023-12-31 363168081 SIKICH LLC 333 JOHN CARLYLE STREET SUITE 500 ALEXANDRIA VA 22314 990 2023-01-01 274568381 INSTITUTE FOR SUSTAINABLE INFRASTRUCTURE INST 2022186748 1025 VERMONT AVENUE NW SUITE 520 WASHINGTON DC 20005 ANTHONY KANE PRESIDENT & CEO 2022186748 2024-11-14 1 1 JILL M BOYLE CPA P01246734 7038361350 2024-11-02 2023 2024-10-15 13:58:12Z ANTHONY KANE 1025 VERMONT AVENUE NW SUITE 520 WASHINGTON DC 20005 2690257 0 X WWW.SUSTAINABLEINFRASTRUCTURE.ORG X 2010 VA TO DEVELOP A SELF ASSESSMENT TOOL TO MEASURE THE SUSTAINABILITY OF NON-HABITABLE INFRASTRUCTURES. 7 7 13 48 0 0 307561 13774 1946812 2168099 49163 97114 58129 130971 2361665 2409958 0 0 0 0 1284989 1383025 0 0 90286 1123502 1249905 2408491 2632930 -46826 -222972 4617190 4842387 3950674 3900834 666516 941553 X TO DEVELOP AND MAKE AVAILABLE, IN THE PUBLIC DOMAIN, A SUSTAINABILITY RATING TOOL TO MEASURE THE SUSTAINABILITY OF NON-HABITABLE INFRASTRUCTURES, TO MAKE AVAILABLE A TRAINING AND CREDENTIAL PROGRAM TO IMPROVE USER COMPETENCY IN THE APPLICATION OF THE TOOL, TO MAKE AVAILABLE AN INDEPENDENT THIRD PARTY PROGRAM TO VERIFY, UPON APPLICATION, THE RESULTS OF SELF ASSESSMENT ACTIVITIES ON SPECIFIC INFRASTRUCTURE PROJECT. 0 0 1205324 1320380 THE ENVISION SUSTAINABILITY PROFESSIONAL CREDENTIAL PROGRAM IS BASED ON A SEVEN-HOUR ON-LINE COURSE AND SUBSEQUENT EXAMINATION. 501733 549627 VERIFICATION: THE ENVISION PROJECT VERIFICATION PROGRAM ACCEPTED 36 PROJECT REGISTRATIONS FOR THIRD-PARTY VERIFICATION AND REPORTED 12 AWARDS 272116 298092 MEMBERSHIP DUES ARE IN TWO GROUPS: CHARTER AND SUSTAINING. SUSTAINING MEMBERSHIP REFERS TO COMPANIES, ASSOCIATIONS, ORGANIZATIONS, AGENCIES, AND INDIVIDUALS WHO PROVIDE INPUT ANNUALLY TO THE INSTITUTE AND ENDORSES THE INSTITUTE (ISI) AND ITS PROJECTS AND PROGRAMS. THE CHARTER MEMBERSHIP REFERS TO COMPANIES, ASSOCIATIONS, ORGANIZATIONS, AGENCIES, AND INDIVIDUALS THAT WANT TO BE ASSOCIATED WITH THE FOUNDING OF ISI AND THAT JOINED ISI WITHIN THE FIRST THREE YEARS OF ITS ORIGIN. CHARTER MEMBERS WILL BE INVITED TO SERVE ON THE ISI COUNCIL. 83441 OTHER PROGRAMS 83441 1979173 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 1 1 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 12 0 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 DC X ANTHONY KANE 2022186725 1025 VERMONT AVENUE NW SUITE 520 WASHINGTON DC 20005 MICHAEL MUCHA CHAIR 2.00 X X 0 0 0 ERIN COOKE TREASURER 2.00 X X 0 0 0 LAUREN EVANS SECRETARY 2.00 X X 0 0 0 MARTY JANOWITZ DIRECTOR 2.00 X 0 0 0 GARY LEE MOORE DIRECTOR 2.00 X 0 0 0 RENEE RING DIRECTOR 2.00 X 0 0 0 SERGIO PATCH PECORI DIRECTOR 2.00 X 0 0 0 ANTHONY O KANE CEO 40.00 X 225744 0 11083 KRISTINA M WAMSTAD DIRECTOR OF VERFICIATION 40.00 X 127454 0 6363 AUDREY GORHAM DIRECTOR OF MEMBERSHIP AND OPERATIONS 40.00 X 107935 0 5300 461133 0 22746 3 0 1 0 1 13774 13774 CREDENTIAL FEES 900099 1320380 1320380 VERIFICATION FEES 900099 549627 549627 MEMBERSHIP DUES 900099 298092 298092 2168099 117635 117635 47530 0 47530 47530 47530 259778 280299 -20521 -20521 -20521 MISCELLANEOUS REVENUE 900099 83441 83441 83441 2409958 2251540 0 144644 236826 213144 11841 11841 893101 674305 176269 42527 49935 37880 9674 2381 124201 97407 20820 5974 78962 61927 13237 3798 20694 17221 3428 45 54136 45052 8967 117 16080 16080 230836 191764 38252 820 267919 222961 44380 578 147493 106727 35339 5427 26582 22122 4403 57 115530 90610 19363 5557 70248 44537 23455 2256 53124 53124 183889 144224 30820 8845 63374 9292 54019 63 2632930 1979173 563471 90286 156798 148054 1029828 1129695 60000 0 32398 23500 18686 18557 1887326 1757717 253982 129609 1437549 1809590 1101426 1158607 526523 424775 4617190 4842387 206645 112543 1192538 1395342 2551491 2392949 3950674 3900834 X 417677 783837 248839 157716 666516 941553 4617190 4842387 -222972 403039 94970 0 X 0 1 X 1 0 X 9694 148661 182574 307561 13774 662264 1524723 1304516 1684059 1983341 2251540 8748179 1534417 1453177 1866633 2290902 2265314 9410443 15000 15000 551370 512748 1064118 15000 551370 512748 1079118 8331325 527 1563 11202 81431 165165 259888 527 1563 11202 81431 165165 259888 5 26707 13338 40050 1534949 1481447 1891173 2372333 2430479 9710381 0.85800 0.87190 0.02680 0.01000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 5. 2020 AMOUNT: $ 26,707. 2021 AMOUNT: $ 13,338. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 96089 44313 51776 1791237 1713404 77833 129609 MUTUAL FUNDS 1158607 F 1158607 RIGHT-OF-USE ASSET, NET 424775 424775 LEASE OBLIGATIONS 479069 LOAN PAYABLE 1913880 2392949 X 2796917 403039 403039 2393878 16080 16080 2409958 2616850 0 2616850 16080 16080 2632930 PART X, LINE 2: THE INSTITUTE FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740-10, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT IS THE LNSTITUTE'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. THE INSTITUTE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2023 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION ON THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE INSTITUTE FILES TAX RETURNS. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 2 PROGRAM SERVICES PROJECT VERIFICATIONS 14310 NORTH AMERICA 0 3 PROGRAM SERVICES EDUCATION (CREDENTIALING) 6000 0 5 0 0 0 5 20310 0 20310 0 0 0 0 0 0 X X 0 0 0 0 0 0 0 0 0 ANTHONY O KANE CEO 225744 0 0 0 0 0 11083 0 0 0 236827 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE THREE FOUNDING MEMBERS OF ISI ARE THE AMERICAN COUNCIL OF ENGINEERING COMPANIES, THE AMERICAN PUBLIC WORKS ASSOCIATION, AND THE AMERICAN SOCIETY OF CIVIL ENGINEERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD ARE APPOINTED BY THE THREE EXTERNAL ORGANIZATIONS THAT FOUNDED ISI - THE AMERICAN COUNCIL OF ENGINEERING COMPANIES, THE AMERICAN PUBLIC WORKS ASSOCIATION, AND THE AMERICAN SOCIETY OF CIVIL ENGINEERS. EACH APPOINT, RESPECTIVELY, THREE PERSONS TO THE ISI BOARD FOR A TOTAL OF NINE MEMBERS. THE BOARD OF ISI, THEN NOMINATES AND APPOINTS TWO INDEPENDENT VOTING DIRECTORS FROM THE INDUSTRY. FINALLY, THE PRESIDENT OF ISI, A NON-VOTING MEMBER OF THE BOARD IS APPOINTED BY THE BOARD AS WELL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND ASSOCIATED SCHEDULES IS PREPARED BY AN INDEPENDENT CPA FIRM AND THEN SHARED WITH THE BOARD. THE BOARD REVIEWES, DISCUSSES AND A FORMAL MOTION AND VOTE IS TAKEN TO ADOPT THE DOCUMENTS AS THE SUBMISSION OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND OFFICERS ARE REQUIRED TO SIGN AN ANNUAL DISCLOSURE FORM. EACH BOARD MEETING BEGINS WITH A REMINDER OF THE OBLIGATION TO DISCLOSE. EACH DISCLOSURE IS DISCUSSED WITH THE INTERESTED PERSON. AFTER THE DISCUSSION, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR EXECUTIVE COMMITEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR EXECUTIVE COMMITIEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: (1) AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR EXECUTIVE COMMITIEE MEETING; (2) AFTER THE PRESENTATION, THE PERSON SHALL LEAVE THE MEETING; (3) THE BOARD OR EXECUTIVE COMMITIEE MEETING SHALL DISCUSS AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST; (3) THE CHAIRPERSON OF THE BOARD OR EXECUTIVE COMMITEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT (4) AFTER EXERCISING DUE DILIGENCE, THE BOARD OR EXECUTIVE COMMITIEE SHALL DETERMINE WHETHER ISI CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY WHERE A CONFLICT OF INTEREST WILL NOT ARISE. (5) IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE WITHOUT A CONFLICT OF INTEREST, THE BOARD OR EXECUTIVE COMMITIEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN ISI'S INTEREST, BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. FORM 990, PART VI, SECTION B, LINE 15A THE ISI BOARD HAS A COMPENSATION COMMITTEE THAT DETERMINES CEO COMPENSATION. INITIAL COMPENSATION WAS BASED ON AN INDUSTRY REVIEW OF COMMENSURATE SALARIES PERFORMED BY AN INDEPENDENT CONTRACTOR. ONCE A YEAR THE COMPENSATION COMMITTEE CONDUCTS A PERFORMANCE EVALUATION OF THE CEO AND MAKES RECOMMENDATIONS FOR COMPENSATION ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S IRS FORM 1023, ARTICLES OF INCORPORATION, BYLAWS AND ANNUAL FORM 990 ARE MADE AVAILABLE FOR PUBLIC INSPECTION AND KEPT ON FILE AT THE BUSINESS ADDRESS FOR THE ORGANIZATION.