2026-09-16T13:15:33-05:00 2025-12-31 364049282 PASQUESI SHEPPARD LLC 585 BANK LANE LAKE FOREST IL 60045 990 2025-01-01 237104524 ALLIANCE FOR THE GREAT LAKES ALLI 3129390838 150 N MICHIGAN AVENUE 750 CHICAGO IL 60601 JOEL BRAMMEIER PRESIDENT & CEO 3129390838 2026-08-20 1 DENNIS P O'BRIEN P00008832 8472345000 2026-08-20 2025 JOEL BRAMMEIER 150 N MICHIGAN AVENUE 750 CHICAGO IL 60601 6947742 0 X WWW.GREATLAKES.ORG X 1971 IL TO PROTECT, CONSERVE, AND RESTORE THE GREAT LAKES, ENSURING HEALTHY WATER IN THE LAKES AND IN OUR COMMUNITIES FOR ALL GENERATIONS OF PEOPLE AND WILDLIFE. 17 17 30 10614 0 0 7617077 6617643 1600 26869 249981 278108 -72260 -86716 7796398 6835904 0 0 0 0 3182353 3431996 0 0 710803 3088954 2713647 6271307 6145643 1525091 690261 13731622 15593092 986101 968500 12745521 14624592 X TO PROTECT, CONSERVE, AND RESTORE THE GREAT LAKES, ENSURING HEALTHY WATER IN THE LAKES AND IN OUR COMMUNITIES FOR ALL GENERATIONS OF PEOPLE AND WILDLIFE. 0 0 1345632 7617 ADVOCACY & LEADERSHIP: ADVOCACY & LEADERSHIP ILLUSTRATES HOW THE ALLIANCE PARTNERS WITH COMMUNITY ORGANIZATIONS, BUSINESSES, CIVIC GROUPS AND DECISION-MAKERS TO DEVELOP ACTIONABLE SOLUTIONS TO PROTECT OUR LAKES AND GIVE VOICE TO INDIVIDUAL COMMUNITIES. THIS YEAR OUR ADVOCACY HELPED PROPEL SEVERAL INITIATIVES FORWARD WHERE THE ALLIANCE HAS TAKEN A LEADERSHIP ROLE FOR MANY YEARS. CONSTRUCTION BEGAN ON THE BRANDON ROAD LOCK & DAM PROJECT TO STOP INVASIVE CARP FROM ENTERING LAKE MICHIGAN. OUR TEAM ANALYZED AND COMMUNICATED THE POTENTIAL EFFECTS ON STATES AND COMMUNITIES OF PROPOSED CUTS TO FEDERAL WATER INFRASTRUCTURE FUNDING AND THE CUTS NEVER MATERIALIZED. WE CONTINUED TO SUPPORT A BROAD-BASED EFFORT TO CLEAN UP THE GREAT LAKES THROUGH THE GREAT LAKES RESTORATION INITIATIVE AND SUCCESSFULLY DEFENDED GREAT LAKES SCIENCE PROGRAMS FROM PROPOSED CUTS. EACH IS AN EXAMPLE OF THE ALLIANCE'S ROLE IN HELPING SHAPE POLICY AND DRIVE SOLUTIONS THAT IMPROVE THE LIVES OF RESIDENTS OF THE GREAT LAKES REGION. 1684745 9537 EDUCATION & ACTION: EDUCATION & ACTION IS HOW THE ALLIANCE ACTIVATES RESIDENTS, BY GIVING THEM ACCESS TO INFORMATION AND PROGRAMS THAT MOTIVATE THEM TO BECOME INDIVIDUAL ADVOCATES FOR THE LAKES. IN 2025, THE ALLIANCE'S EFFORTS RESULTED IN NEARLY 13,000 MESSAGES SEND FROM OUR SUPPORTERS TO ELECTED OFFICIALS AND GOVERNMENT AGENCIES TO PASS LAWS AND REGULATIONS TO PROTECT THE LAKES. MORE THAN 10,000 VOLUNTEERS REMOVED MORE THAN 500,000 PIECES OF LITTER FROM BEACHES ON ALL FIVE GREAT LAKES THROUGH THE ADOPT-A-BEACH PROGRAM. 1716314 9715 RESEARCH & ANALYSIS: RESEARCH & ANALYSIS SUPPORTS THE ALLIANCE'S ADVOCACY AGENDAS BY PAIRING DATA AND SCIENTIFIC RESEARCH WITH POLICY RECOMMENDATIONS FOR THE LAKES. IN 2025, THE ALLIANCE RELEASED SEVERAL REPORTS THAT SHOWCASE THESE EFFORTS. WE RELEASED A GROUNDBREAKING REPORT ON THE PROLIFERATION OF LARGE-SCALE WATER USERS IN THE GREAT LAKES REGION, SUCH AS DATA CENTERS AND AGRICULTURE, AND CALLED FOR GREATER TRANSPARENCY AND POLICY SOLUTIONS THAT SUPPORT ECONOMIC DEVELOPMENT WHILE PROTECTING THE REGION'S WATER SUPPLY. IN CONJUNCTION WITH OUR PARTNER CLEAN WISCONSIN, WE RELEASED A REPORT SHOWING HOW THOUSANDS OF HOUSEHOLDS IN WISCONSIN ARE PAYING HIGHER WATER COSTS AND SUFFERING INCREASED HEALTH RISKS DUE TO NITRATE POLLUTION FROM LIVESTOCK FARMS ENTERING THEIR WATER SUPPLY. AS A PART OF THE STATE REVOLVING FUND ADVOCATES FORUM, WE CO-AUTHORED A REPORT THAT HIGHLIGHTED THE PAST 3 YEARS OF THE FORUM'S WORK AND DOCUMENTED SUCCESSES IN THE EFFORT TO GAIN MORE EQUITABLE ACCESS TO WATER INFRASTRUCTURE FUNDING. 4746691 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 25 0 1 30 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL IN NY OH WI MN X X THE ORGANIZATION 3129390838 150 N MICHIGAN AVENUE SUITE 750 CHICAGO IL 60601 BILL HENRY SECRETARY 1.00 X X 0 0 0 KIMBERLY HILL KNOT BOARD MEMBER 1.00 X 0 0 0 CANDACE LAROCHELLE BOARD MEMBER 1.00 X 0 0 0 SUSAN MCDERMOTT BOARD MEMBER 1.00 X 0 0 0 LAURA PAYNE BOARD CHAIR 1.00 X X 0 0 0 NICOLE CHAVAS NOMINATIONS CHAIR 1.00 X X 0 0 0 CHRIS WINTERS BOARD MEMBER 1.00 X 0 0 0 KATHERINE JONES BOARD MEMBER 1.00 X 0 0 0 TIM FRICK TREASURER 1.00 X X 0 0 0 ALAN STEINMAN VICE CHAIR POLICY 1.00 X X 0 0 0 DAVID HACKETT VICE CHAIR DEVELOPMENT 1.00 X X 0 0 0 WREN MONTGOMERY BOARD MEMBER 1.00 X 0 0 0 SRI VEDACHALAM BOARD MEMBER 1.00 X 0 0 0 TIMOTHY ALSTON BOARD MEMBER 1.00 X 0 0 0 NICK LONGO SECRETARY 1.00 X X 0 0 0 KEVIN JORDAN BOARD MEMBER 1.00 X 0 0 0 STEVE MCDOUGAL BOARD MEMBER 1.00 X 0 0 0 JOEL BRAMMEIER PRESIDENT & CEO 40.00 X 251564 0 34806 KELLY FARLEY VICE PRESIDENT OF FINANCE 40.00 X 145313 0 24719 ANGELA LARSEN PLANNING DIRECTOR 40.00 X 128359 0 19964 MATTHEW ALTSTIEL VICE PRESIDENT OF DEVELOPM 40.00 X 141149 0 16271 MELEAH GEERTSMA DIRECTOR OF CLEAN WATER & EQUITY 40.00 X 125307 0 24644 THOMAS FAZZINI COMMUNICATIONS DIRECTOR 40.00 X 120973 0 16192 912665 0 136596 9 0 1 0 ANDREA DENSHAM 1602 DEMPSTER STREET EVANSTON IL 60202 CONSULTING 144000 1 193034 1199266 5225343 34798 6617643 CONTRACT REVENUES 541900 26869 26869 26869 278108 278108 25122 193034 111838 -86716 -86716 6835904 26869 0 191392 X 286369 194898 48182 43289 2502081 1702875 420980 378226 438776 298624 73825 66327 204770 139363 34453 30954 38900 38900 2036245 1922064 6682 107499 25553 25420 133 4976 3801 535 640 138524 115254 16225 7045 58267 53730 136 4401 116453 91539 5549 19365 19525 14915 2100 2510 MISCELLANEOUS 91230 41307 32060 17863 SUPPLIES 88336 74677 1793 11866 TELEPHONE AND INTERNET 65927 46658 6568 12701 POSTAGE AND SHIPPING 29711 21566 28 8117 6145643 4746691 688149 710803 2536274 3539852 2385402 2135450 306045 348213 111336 120087 408028 385086 32192 22942 6839644 7890688 1520729 1535860 13731622 15593092 435393 491969 550708 476531 986101 968500 X 7874712 9891123 4870809 4733469 12745521 14624592 13731622 15593092 690261 1188810 0 X X 0 1 X 1 0 X 5381201 3894143 3586834 5981068 5418377 24261623 5381201 3894143 3586834 5981068 5418377 24261623 7414336 16847287 17197 88736 203040 249981 278108 837062 25098685 511269 0.67120 0.72080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46395 61815 108210 4638481 4746691 387335 96834 0 0 307457 308674 402004 387335 1405470 2108205 68788 73580 122305 108210 372883 76864 77169 100501 96834 351368 527052 11569 34078 38070 46395 130112 11877995 1906601 1358486 2108213 13034869 9186643 4073133 726265 2108046 11877995 8917431 1285714 754059 1770561 9186643 5215573 5914995 -241879 1971258 8917431 2830482 2910798 26829 552536 5215573 0.63686 0.07548 0.28766 0 0 5916 2005 3911 402112 383081 19031 22942 INTEREST IN PERPETUAL TRUST 983848 OPERATING LEASE RIGHT-OF-USE ASSET 525987 SECURITY DEPOSITS 26025 1535860 NONCURRENT PORTION OF LEASE LIABILITY 476531 476531 X 8287306 1188810 150754 111838 1451402 6835904 0 6835904 6408235 150754 111838 262592 6145643 0 6145643 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF DONOR-RESTRICTED FUNDS AS WELL AS BOARD-DESIGNATED FUNDS WHICH ARE INTENDED AS A FINANCIAL RESERVE TO SUPPORT THE GROWTH AND SUSTAINABILITY OF THE ORGANIZATION. PART X, LINE 2: MANAGEMENT PERIODICALLY REVIEWS ITS TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES NETTED AGAINST EVENT REVENUES 111,838. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES NETTED AGAINST EVENT REVENUES 111,838. GREAT BLUE BENEFIT 215128 190006 25122 3352 2500 3065 102921 OTHER EVENTS 3028 3028 218156 193034 25122 3352 2500 3065 102921 111838 -86716 X X X 0 0 0 0 0 0 0 0 0 JOEL BRAMMEIER PRESIDENT & CEO 251564 0 0 0 0 0 15861 0 18945 0 286370 0 0 0 KELLY FARLEY VICE PRESIDENT OF FINANCE 145313 0 0 0 0 0 9501 0 15218 0 170032 0 0 0 MATTHEW ALTSTIEL VICE PRESIDENT OF DEVELOPM 141149 0 0 0 0 0 2146 0 14125 0 157420 0 0 0 X 11 25437 MARKET VALUE X AUCTION ITEMS 6 9361 RETAIL VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD TREASURER ON BEHALF OF THE BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ALLIANCE MONITORS ALL SITUATIONS OR TRANSACTIONS FOR POTENTIAL CONFLICTS OF INTEREST ON AN ONGOING BASIS AND ALSO EXPECTS THAT BOARD MEMBERS AND KEY EMPLOYEES WOULD BRING ANY SUCH POTENTIAL CONFLICTS TO THE ATTENTION OF THE EXECUTIVE COMMITTEE IN COMPLIANCE WITH THE STATED POLICY OF THE ALLIANCE. DETERMINATIONS OF WHETHER CONFLICTS OF INTEREST EXIST ARE MADE BY THE EXECUTIVE COMMITTEE UPON REVIEW OF THE SITUATION OR TRANSACTION IN QUESTION. IF THE EXECUTIVE COMMITTEE DETERMINES THAT THERE IS A PERSON WITH A POTENTIAL CONFLICT OF INTEREST, THAT PERSON IS THEN PROHIBITED FROM PARTICIPATING IN THE GOVERNING BOARD'S DELIBERATIONS AND DECISIONS REGARDING THE SITUATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY THE CHARIMAN OF THE BOARD AND APPROPRIATE EXECUTIVE COMMITTEE MEMBERS WITH INPUT FROM INDEPENDENT PERSONS AS DEEMED NECESSARY. INFORMATION IS OBTAINED FROM SURVEYS AND OTHER SOURCES FOR COMPARISON PURPOSES. DELIBERATIONS IN DETERMINING COMPENSATION AND THE BASIS FOR DECISIONS REACHED ARE DOCUMENTED BY THE EXECUTIVE COMMITTEE MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ITS AUDITED FINANCIAL STATEMENTS ARE POSTED ON ITS WEBSITE. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 1,922,064. MANAGEMENT AND GENERAL EXPENSES 6,682. FUNDRAISING EXPENSES 107,499. TOTAL EXPENSES 2,036,245. FORM 990: PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE WITH RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THIS PROCESS IS UNCHANGED FROM THE PRIOR YEAR.