2025-10-28T08:38:00-05:00 2024-12-31 561304727 BLACKMAN & SLOOP ADVISORS INC 1414 RALEIGH ROAD SUITE 300 CHAPEL HILL NC 27517 990 2024-01-01 521804051 ENVIRONMENTAL RESEARCH & EDUCATION FOUNDATION ENVI 9198616876 1000 SOCIAL ST SUITE 320 RALEIGH NC 27609 BRYAN STALEY PRESIDENT 9198616876 2025-10-22 1 0 DEETRA B WATSON P00534544 9199428700 2024 2025-03-06 01:10:19Z BRYAN F STALEY 1000 SOCIAL ST SUITE 320 RALEIGH NC 27609 15932931 0 X WWW.EREFDN.ORG X 1992 DC TO ADVANCE SCIENTIFIC RESEARCH AND CREATE EDUCATIONAL PATHWAYS THAT ENABLE INNOVATION IN SUSTAINABLE WASTE MANAGEMENT PRACTICES. 18 17 25 175 0 0 8157532 9815438 39704 176645 580568 668646 -728518 -1267411 8049286 9393318 1823492 1383487 0 0 1581976 1954171 0 0 4284405 3305168 4245705 6710636 7583363 1338650 1809955 15438533 18305562 1430772 1584318 14007761 16721244 X TO ADVANCE SCIENTIFIC RESEARCH AND CREATE EDUCATIONAL PATHWAYS THAT ENABLE INNOVATION IN SUSTAINABLE WASTE MANAGEMENT PRACTICES. 0 0 1089019 745107 0 RESEARCH PROJECTS - EACH YEAR EREF FUNDS AND OVERSEES RESEARCH PROJECTS RELATED TO A VARIETY OF WASTE MANAGEMENT TOPICS INCLUDING LANDFILL OPERATIONS, RECYCLING, AND SAFETY. 844565 490625 0 SCHOLARSHIPS - VARIOUS SCHOLARSHIPS ARE AWARDED ON AN ANNUAL BASIS TO MASTERS AND PHD LEVEL STUDENTS. 659934 147755 177572 DATA ANALYSIS PROGRAM - PROGRAM THAT AGGREGATES AND ANALYZES VARIOUS SOLID WASTE INDUSTRY DATA. 319657 0 0 CONTINUING EDUCATION - VARIOUS PROGRAMS PROVIDING QUALITY AND TECHNICALLY BENEFICIAL ONLINE COURSES, LIVE WEBINARS, AND IN-PERSON REGIONAL SUMMITS FOR THE SOLID WASTE FIELD. 319657 0 0 2913175 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 1 1 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 7 0 1 25 1 0 1 CA 0 0 0 1 1 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NC X X BRYAN F STALEY 9198616876 1000 SOCIAL ST SUITE 320 RALEIGH NC 27609 PATRICK CARROLL IMMEDIATE PAST CHAIRMAN 1.00 X X 0 0 0 TARA HEMMER SECRETARY/TREASURER 1.00 X X 0 0 0 JAMES WALSH DIRECTOR 1.00 X 0 0 0 DEREK VEENHOF DIRECTOR 1.00 X 0 0 0 JOSEPH G URSUY DIRECTOR 1.00 X 0 0 0 MICHAEL SAVAGE DIRECTOR 1.00 X 0 0 0 HENRY SAINT BRIS DIRECTOR 1.00 X 0 0 0 PAUL R MITCHENER DIRECTOR 1.00 X 0 0 0 MICHAEL MCLAUGHLIN DIRECTOR 1.00 X 0 0 0 KRISTIN KINDER DIRECTOR 1.00 X 0 0 0 SCOTT DOLS DIRECTOR 1.00 X 0 0 0 JOHN CASELLA DIRECTOR 1.00 X 0 0 0 BILL CAESAR DIRECTOR 1.00 X 0 0 0 JULIA ARAMBULA DIRECTOR 1.00 X 0 0 0 BRYAN F STALEY PRESIDENT & CEO 35.00 X X 393938 0 46896 JAMES M LITTLE VICE CHAIRMAN 1.00 X X 0 0 0 VEN POOLE CHAIRMAN 1.00 X X 0 0 0 PAUL STAUDER DIRECTOR 1.00 X 0 0 0 STEPHANIE HOLLOMON DIRECTOR OF ADMINISTRATION 35.00 X 103926 0 10595 CAITLIN CONKLIN VP OF ENGAGEMENT 35.00 X 140585 0 11503 SUZANNE BOXMAN DIRECTOR OF PROGRAMS 35.00 X 127424 0 27387 KYLE KUSTERER VP OF DEVELOPMENT 35.00 X 178512 0 38312 944385 0 134693 5 0 1 0 0 7905034 1910404 3369081 9815438 CONTINUING EDUCATION 541700 176645 176645 176645 588733 588733 5300738 5220825 79913 79913 79913 50450 7905034 1318788 -1268338 -1268338 MISCELLANEOUS REVENUE 541700 927 927 927 9393318 177572 0 -599692 739353 739353 497750 497750 146384 146384 555353 297033 58081 200239 1125623 628774 86496 410353 162376 53454 55989 52933 110819 61023 9595 40201 15319 8380 4780 2159 37800 20678 11796 5326 63097 63097 200449 109651 62553 28245 18616 18616 46980 27728 5254 13998 33515 22996 4216 6303 96528 52116 8703 35709 180824 115689 65135 60172 59390 782 893 893 8211 8211 AUCTION EXPENSE 3452258 52995 245 3399018 FOOD & BEVERAGES 23967 52 4118 19797 BANK & CREDIT CARD FEES 7076 1113 1756 4207 7583363 2913175 385783 4284405 1925644 1484888 683994 835402 16092 7059 28877 13814 206329 49623 0 156706 8098459 13042771 4578259 2741775 107208 23147 15438533 18305562 465402 739788 855200 820657 110170 23873 1430772 1584318 X 7688449 8907947 6319312 7813297 14007761 16721244 15438533 18305562 1809955 903528 0 X X 0 1 X 1 0 X 2967267 3935209 6164002 8157532 9815438 31039448 2967267 3935209 6164002 8157532 9815438 31039448 3420733 27618715 179809 346797 302660 372668 588733 1790667 1725 872 927 3524 32833639 431778 0.84120 0.82830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5108642 371000 376076 86250 -77500 5846968 4341616 475000 362301 70275 0 5108642 4899057 62500 -562366 57575 0 4341616 4402342 92500 452015 47800 0 4899057 3719153 255600 479589 52000 0 4402342 0.00000 0.73660 0.26340 0 0 49623 49623 0 156706 156706 156706 BONDS & DEBT OBLIGATIONS 2741775 F 2741775 RIGHT OF USE LEASE 23873 23873 11552537 903528 903528 10649009 63097 -1318788 -1255691 9393318 8839054 1318788 1318788 7520266 63097 63097 7583363 PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT DIRECT EXPENSES NETTED WITH REVENUE -1,318,788. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT DIRECT EXPENSES NETTED WITH REVENUE 1,318,788. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF 12 INDIVIDUAL FUNDS ESTABLISHED BY DONORS TO PROVIDE PERPETUAL FUNDING FOR SCHOLARSHIPS AND GENERAL OPERATIONS. 1 CANADA 0 0 GRANTS TO RECIPIENTS IN REGION 141384 UNITED KINGDOM 0 0 GRANTS TO RECIPIENTS IN REGION 5000 0 0 0 0 0 0 146384 0 146384 CANADA QUANTIFICATION OF PFAS IN SOURCE SEPARATED ORGANIC PROCESSING 38400 0 CANADA EVALUATING MEASUREMENT TECHNOLOGIES FOR DETECTION AND QUANTIFICATION OF LANDFILL EMISSIONS 76109 0 2 2 SCHOLARSHIPS CANADA 6 26875 ELECTRONIC FUND TRANSFER SCHOLARSHIPS UNITED KINGDOM 1 5000 ELECTRONIC FUND TRANSFER 0 0 0 0 0 0 PART I, LINE 2: SCHOLARSHIP GRANTS - STUDENTS SUBMIT APPLICATIONS TO THE ORGANIZATION FOR REVIEW. THE ORGANIZATION REVIEWS THE APPLICATIONS AND MAKES RECOMMENDATIONS TO THE BOARD. THE BOARD DETERMINES ALL SCHOLARSHIP AWARDS. SCHOLARSHIPS ARE ONLY AWARDED TO INDIVIDUALS PURSUING A MASTERS OR DOCTORAL DEGREE IN A FIELD DIRECTLY RELATED TO WASTE MANAGEMENT. SCHOLARSHIP GRANT RENEWALS ARE DEPENDENT UPON SATISFACTORY PROGRESS AS DETERMINED BY THE STUDENT'S ACADEMIC ADVISOR. ANNUAL AUCTION 7603534 7603534 48690 1153730 GOLF TOURNAMANET 351950 301500 50450 32559 22179 61630 7955484 7905034 50450 32559 48690 22179 1215360 1318788 -1268338 1 THE OHIO STATE UNIVERSITY OFFICE OF SPONSORED PROGRAMS 1960 KENNY RD COLUMBUS OH 43210 316025986 GOVERNMENT 182400 0 CONTROL AND MITIGATION OF PERSISTENT HERBICIDES IN MSW COMPOSTS UNIVERSITY OF NEVADA 1644 N VIRGINIA ST RENO NV 89557 886000024 GOVERNMENT 149885 0 SELECTIVE CARBON DIOXIDE CAPTURE AND CONVERSION FROM LANDFILL GAS UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 560791228 GOVERNMENT 89611 0 DETERMINATION OF MICROPLASTICS COUNTS IN LEACHATE FROM US LANDFILLS YALE UNIVERSITY 149 ELM STREET NEW HAVEN CT 06520 060646973 C CORPORATION 38800 0 COST AND CLIMATE CHANGE IMPACTS OF WASTE VALORIZATION PATHWAYS FOR DECARBONIZING THE US MSW SYSTEMS UNIVERSITY OF NORTH FLORIDA 1 UNF DRIVE JACKSONVILLE FL 32224 592976169 GOVERNMENT 36800 0 COMPARISON OF FIELD MEASUREMENTS TO METHANE EMISSIONS MODELS AT MSW LANDFILLS NORTH CAROLINA STATE UNIVERSITY BOX 7214 RALEIGH NC 27695 800543561 GOVERNMENT 35201 0 DEVELOPMENT OF TEST METHODS TO CHARACTERIZE HEAT PRODUCTION FROM SPECIAL WASTES DISPOSED IN LANDFILLS NORTH CAROLINA STATE UNIVERSITY BOX 7214 RALEIGH NC 27695 800543561 GOVERNMENT 33000 0 DEVELOPMENT OF RECOGNIZABLE RECYCLED PAPER BASED CONTAINERBOARD PRODUCTS AND THEIR ABILITY TO PROMOTE POSITIVE BRAND RECOGNITION UNIVERSITY OF SOUTH CAROLINA 1244 BLOSSOM STREET COLUMBIA SC 29208 576001153 GOVERNMENT 28942 0 DEVELOPMENT OF DATABASE AND ANALYTIC TOOLS FOR IDENTIFICATION OF CAUSAL FACTORS ASSOCIATED WITH FATALITIES FOR SOLID WASTE COLLECTION AND POST COLLECTION PROCESSES COLORADO STATE UNIVERSITY 2002 CAMPUS DELIVERY FORT COLLINS CO 80523 846000545 GOVERNMENT 23499 0 EVALUATION AND MANAGEMENT OF HIGH-MOISTURE WASTE DISPOSAL IN MSW LANDFILLS NORTH CAROLINA STATE UNIVERSITY BOX 7214 RALEIGH NC 27695 800543561 GOVERNMENT 16700 0 RECOVERING HIGH-VALUE ACIDS FROM ANAEROBIC CO-DIGESTION OF MUNICIPAL SOLID AND GREASE INTERCEPTOR WASTE USING AN ELECTRICALLY DRIVEN SEPARATION PROCESS FLORIDA POLYTECHNIC UNIVERSITY 4700 RESEARCH WAY LAKELAND FL 33805 460764837 GOVERNMENT 16312 0 DETRUCTING PFAS IN LANDFILL LEACHATE BY IN SITU TREATMENT TRAIN: SELECTIVE ADSORPTION AND HYDROTHERMAL TREATMENT UNIVERSITY OF ILLINOIS 506 S WRIGHT ST URBANA IL 61801 376000511 GOVERNMENT 16108 0 NON-RECYCLABLE PLASTICS TO PAVEMENT NORTH CAROLINA STATE UNIVERSITY BOX 7214 RALEIGH NC 27695 800543561 GOVERNMENT 15500 0 ECONOMIC AND ENVIRONMENTAL COMPARISON OF EMERGING PLASTIC WASTE MANAGEMENT TECHNOLOGIES DUKE UNIVERSITY 2131 CAMPUS DRIVE DURHAM NC 27701 562070036 501 C(3) 15000 0 DEVELOPING A ROBUST CURBSIDE COMPOSTING PROGRAM WITH BEHAVIORAL SCIENCE NORTH CAROLINA STATE UNIVERSITY BOX 7214 RALEIGH NC 27695 800543561 GOVERNMENT 14391 0 DEVELOPMENT OF A FAST-OPEN SOURCE MODEL TO ASSESS HEAT GENERATION FROM ALTERNATIVE LANDFILL DISPOSAL STRATEGIES NORTH CAROLINA STATE UNIVERSITY BOX 7214 RALEIGH NC 27695 800543561 GOVERNMENT 13500 0 CONVERTING TEXTILE WASTE TO PUMPABLE SLURRY FOR BIOGAS PRODUCTION CALIFORNIA STATE UNIVERSITY LONG BEACH RESEARCH FOUNDATION 6300 STATE UNIVERSITY DR SUITE 334 LONG BEACH CA 90815 956106694 S-CORPORATION 10000 0 RENEWABLE ENERGY FROM WASTE: A STUDY OF LANDFILL GAS PURIFICATION BY HYBRID POROUS MATERIALS UNIVERSITY OF NORTH FLORIDA 1 UNF DRIVE JACKSONVILLE FL 32224 592976169 GOVERNMENT 3703 0 PFAS SAMPLING AT THREE RIVERS SOLID WASTE AUTHORITY 16 2 GENERAL SCHOLARSHIPS 32 352500 DP RESEARCH PROJECTS:SWICS 2 39000 POOLE/WASTE INDUSTRIES SCHOLARSHIP 1 15000 FIESSENGER SCHOLARSHIP 2 15000 FATJO SCHOLARSHIP 2 15000 EVERGREEN SCHOLARSHIP 1 15000 GMI SCHOLARSHIP 2 12500 SCS/STEARNS SCHOLARSHIP 1 7500 APICILLA SCHOLARSHIP 1 7500 PART I, LINE 2: RESEARCH GRANTS - AN APPLICATION IS SUBMITTED BY A GRANTEE AND APPROVED BY THE BOARD. UPON APPROVAL A CONTRACT IS SIGNED BY THE GRANTEE. THE CONTRACT OUTLINES THE COST OF COMPLETING THE PROJECT. THE GRANTEE'S INVOICE THE ORGANIZATION AS THE PROJECT PROGRESSES. THE ORGANIZATION FOLLOWS UP REGULARLY WITH EACH GRANTEE TO CHECK ON THE STATUS. IF SATISFACTORY PROGRESS IS NOT BEING MADE THE ORGANIZATION STOPS MAKING GRANT PAYMENTS TO THE GRANTEE UNTIL THE ISSUES ARE SATISFIED. AT THE END OF THE PROJECT PRIOR TO FINAL PAYMENTS BEING MADE, THE GRANTEE SUBMITS A FINAL REPORT OF THE PROJECT WHICH INCLUDES THE FINDINGS OF THEIR RESEARCH. SCHOLARSHIP GRANTS - STUDENTS SUBMIT APPLICATIONS TO THE ORGANIZATION FOR REVIEW. THE ORGANIZATION REVIEWS THE APPLICATIONS AND MAKES RECOMMENDATIONS TO THE BOARD. THE BOARD DETERMINES ALL SCHOLARSHIP AWARDS. SCHOLARSHIPS ARE ONLY AWARDED TO INDIVIDUALS PURSUING A MASTERS OR DOCTORAL DEGREE IN A FIELD DIRECTLY RELATED TO WASTE MANAGEMENT. SCHOLARSHIP GRANT RENEWALS ARE DEPENDENT UPON SATISFACTORY PROGRESS AS DETERMINED BY THE STUDENT'S ACADEMIC ADVISOR. X X 0 0 0 1 0 0 0 1 0 BRYAN F STALEY PRESIDENT & CEO 393938 0 0 0 0 0 14460 0 32436 0 440834 0 0 0 KYLE KUSTERER VP OF DEVELOPMENT 178512 0 0 0 0 0 9486 0 28826 0 216824 0 0 0 SUZANNE BOXMAN DIRECTOR OF PROGRAMS 127424 0 0 0 0 0 6901 0 20486 0 154811 0 0 0 CAITLIN CONKLIN VP OF ENGAGEMENT 140585 0 0 0 0 0 7320 0 4183 0 152088 0 0 0 PART I, LINE 5 THE ORGANIZATION HAS A LONG-TERM INCENTIVE PLAN IN PLACE WITH THE PRESIDENT AND CEO. THE PLAN INCLUDES A VARIETY OF MULTI-YEAR GOALS THAT ARE GROUPED IN 3 YEAR CYCLES AND ARE PAID BASED ON A SLIDING SCALE. THE DEFINED REVENUE TARGETS MUST BE AT LEAST 80% ACHIEVED TO QUALIFY FOR AN INCENTIVE PAYMENT. PART I, LINE 7 THE PRESIDENT AND CEO IS ELIGIBLE TO RECEIVE AN ANNUAL BONUS UP TO 30% OF BASE COMPENSATION. THE CRITERIA USED TO DETERMINE ANNUAL BONUS ELIGIBILITY IS BASED ON THE PRESIDENT AND CEO 'S PERFORMANCE DURING THE YEAR BASED ON SUCCESSFUL MANAGEMENT OF THE ORGANIZATION AND THE ATTAINMENT OF ANNUAL GOALS. RECOMMENDATIONS FOR AWARDING THE PRESIDENT AND CEO THE ANNUAL BONUS IS MADE BY THE BOARD CHAIRMAN, IN COORDINATION WITH THE COMPENSATION COMMITTEE, BASED ON THE ANNUAL PERFORMANCE EVALUATION OF THE PRESIDENT AND CEO. THE RECOMMENDATIONS ARE THEN PRESENTED AND DETERMINED BY THE FULL BOARD. ONE REN LLC ENTITY MORE THAN 35% CONTROLLED BY CURRENT CHAIRMAN, VEN POOLE 92716 INTERESTED PERSON IS THE ORGANIZATION'S LANDLORD. FOR ALL OF 2022 THE ORGANIZATION LEASED OFFICE SPACE FROM THE INTERESTED PERSON. IN JULY 2019, THE ORGANIZATION RENEWED ITS LEASE WITH THE INTERESTED PERSON AND THE LEASE NOW HAS AN EXPIRATION DATE OF MARCH 31, 2025. VEN POOLE RECUSED HIMSELF FROM THE LEASE NEGOTIATION AND APPROVAL PROCESS. 0 X EQUIPMENT/MACHINERY 37 2193513 COMPARABLE SALES X BOOTH AND FURNISHINGS 1 934955 COMPARABLE SALES X EVENT TICKETS; TRIPS 33 188770 COMPARABLE SALES X MISCELLANEOUS (JERSEYS, WINE, ETC) 11 45044 COMPARABLE SALES X ELECTRONIC DEVICES 3 6799 COMPARABLE SALES 0 0 1 PART I, LINE 32B: THE ORGANIZATION USES A THIRD PARTY TO CONDUCT A PORTION OF ITS ANNUAL AUCTION EVENT WHERE NON-CASH CONTRIBUTIONS ARE SOLD. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS REVIEWED BY MANAGEMENT AND THEN ELECTRONICALLY PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND DIRECTORS ARE REQUIRED TO REVIEW AND AGREE TO THE CONFLICT OF INTEREST POLICY BIANNUALLY. EACH OFFICER AND DIRECTOR SIGN A TERM STATEMENT ACKNOWLEDGING THE FOLLOWING: - THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY. - THEY HAVE READ AND UNDERSTAND THE CONFLICT OF INTEREST POLICY. - THEY AGREE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. - THEY UNDERSTAND THAT THE ORGANIZATION IS A PUBLIC CHARITY AND MUST PRIMARILY ENGAGE IN ACTIVITIES THAT ACCOMPLISH ITS TAX-EXEMPT PURPOSE. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY, THE CHAIRMAN AND COMPENSATION COMMITTEE CONDUCTS A COMPLETE PERFORMANCE EVALUATION OF THE PRESIDENT AND CEO. THIS EVALUATION INCLUDES A REVIEW OF VARIOUS TOPICS RELATED TO THE PRESIDENT AND CEO'S MANAGEMENT OF THE ORGANIZATION, INCLUDING, BUT NOT LIMITED TO THE FOLLOWING: 1. FISCAL MANAGEMENT OF THE ORGANIZATION 2. RAISING AWARENESS OF/EVANGELIZING THE ORGANIZATION'S MISSION 3. ENSURING PROGRAM DELIVERABLES ARE USED AND RELIED UPON 4. MAINTAINING EXISTING DONOR BASE AND GROWING NEW DONORS 5. FUNDRAISING 6. VARIOUS PROGRAM RELATED GOALS ANNUAL ADJUSTMENTS TO THE PRESIDENT AND CEO'S BASE COMPENSATION ARE BASED ON THE ANNUAL PERFORMANCE REVIEW, ATTAINMENT OF ANNUAL GOALS, BOARD DISCUSSION, AND COST OF LIVING ADJUSTMENTS. RECOMMENDED CHANGES TO THE PRESIDENT AND CEO'S BASE COMPENSATION IS PRESENTED TO THE FULL BOARD BY THE CHAIRMAN AND COMPENSATION COMMITTEE AND IS APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S WEBSITE CONTAINS ITS PREVIOUSLY FILED FORM 990'S AND ITS PRIOR AUDITED FINANCIAL STATEMENTS. THE ORGANIZATION'S FORM 1023 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON ITS WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE COMMITTEE'S PROCESS FOR OVERSEEING THE AUDIT HAS NOT CHANGED FROM PRIOR YEARS. ENVIRONMENTAL RESEARCH AND EDUCATION FOUNDATION OF CANADA 22 ADELAIDE ST W SUITE 3400 TORONTO ONTARIO CA M5H4E3 FUND/DIRECT SCIENTIFIC RESEARCH AND EDUCATION FOR WASTE MANAGEMENT CA 501(C)(3) ENRIVRONMENTAL RESEARCH & EDUCATION FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0