2026-08-06T16:14:20-05:00 2025-12-31 363168081 SIKICH LLC 333 JOHN CARLYLE STREET SUITE 500 ALEXANDRIA VA 22314 990 2025-01-01 222701978 US SIF THE FORUM FOR SUSTAINABLE AND AND RESPONSIBLE INVESTMENT USSI 2028725361 1050 CONNECTICUT AVE PO BOX 6506 WASHINGTON DC 200355064 MARIA LETTINI CEO (CHIEF EXECUTIVE OFFICER) 2028725361 2026-08-06 1 LUDMILA RENDLEMAN P02490560 7038361350 2026-08-06 2025 2025-03-06 01:10:19Z MARIA LETTINI 1050 CONNECTICUT AVE PO BOX 6506 WASHINGTON DC 200355064 1256962 0 X WWW.USSIF.ORG X 1984 NY MEMBERSHIP ASSOCIATION ENGAGED IN SUSTAINABLE AND RESPONSIBLE INVESTING. 12 12 0 12 0 0 0 0 1172242 1230864 101 101 25768 25997 1198111 1256962 0 0 0 0 917724 659807 0 0 0 991229 697773 1908953 1357580 -710842 -100618 1119168 958745 965775 905970 153393 52775 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 10 0 0 1 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X YEMISSRACH ASFAW 2028919719 8021 EASTERN AVE NW 108 SILVER SPRING MD 20910 STEPHANIE COHN RUPP CHAIR 1.00 1.00 X X 0 0 0 IYASSU ESSAYAS VICE CHAIR 1.00 1.00 X X 0 0 0 SAURABH NARAIN TREASURER 1.00 1.00 X X 0 0 0 NAKIA MADDOX-EUBANKS SECRETARY 1.00 1.00 X X 0 0 0 ANTHONY EAMES BOARD MEMBER 1.00 1.00 X 0 0 0 DANIEL HANSON BOARD MEMBER 1.00 1.00 X 0 0 0 LESLIE SAMUELRICH BOARD MEMBER 1.00 1.00 X 0 0 0 DEREK STROCHER BOARD MEMBER 1.00 1.00 X 0 0 0 KIMBERLY GLUCK BOARD MEMBER 1.00 1.00 X 0 0 0 MAMADOU-ABOU SARR BOARD MEMBER 1.00 1.00 X 0 0 0 ELIZABETH LEVY BOARD MEMBER 1.00 1.00 X 0 0 0 NELLE CODE JOUBERT BOARD MEMBER 1.00 1.00 X 0 0 0 MARIA LETTINI CEO (CHIEF EXECUTIVE OFFICER) 20.00 20.00 X 291748 0 22637 BRYAN MCGANNON MANAGING DIRECTOR 20.00 20.00 X 164440 0 19941 456188 0 42578 2 0 1 0 0 MEMBERSHIP DUES 900099 736533 736533 EDUCATIONAL EVENTS 900099 494331 494331 1230864 101 101 25938 0 25938 25938 25938 OTHER 900099 59 59 59 1256962 1230864 0 26098 X 314384 262505 11971 28636 42311 50557 29261 7695 38031 64720 15890 472755 4689 5286 FINANCIAL SERVICES FEES 8889 1357580 352689 273381 100879 100985 1040 4683 71452 14802 62495 56135 14163 6360 578945 558534 1119168 958745 80291 63306 286686 370704 598798 471960 965775 905970 X 153393 52775 153393 52775 1119168 958745 -100618 0 X X 0 1 X 1 0 0 0 0 736533 5308 5308 52761 -47453 62495 56135 6360 6360 DUE FROM US SIF FOUNDATION 204778 SECURITY DEPOSIT 9754 RIGHT-OF-USE ASSET 344002 558534 SUBLEASE SECURITY DEPOSIT 1728 LEASE LIABILITY 470232 471960 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. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2022. X X 0 0 0 MARIA LETTINI CEO (CHIEF EXECUTIVE OFFICER) 291748 0 0 0 0 0 12103 0 10534 0 314385 0 0 0 BRYAN MCGANNON MANAGING DIRECTOR 164440 0 0 0 0 0 7317 0 12624 0 184381 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 IN 2025, THERE WERE APPROXIMATELY 200 MEMBERS, 12 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 8,073. HR CONSULTANT 4,561. CRM CONSULTANT 11,441. OTHER 26,482. 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