2024-07-10T10:45:55-05:00 2023-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD SUITE 302 WESTBOROUGH MA 01581 990 2023-01-01 204659308 STOCKHOLM ENVIRONMENT INSTITUTE US INC STOC 6176273786 11 CURTIS AVENUE SOMERVILLE MA 02144 BONNIE COCKMAN TREASURER, DIR. OF FINANCE & OPS 6176273786 2024-07-10 1 BONNIE COCKMAN 999009999 0 SANDRA M BROWN CPA P01614103 5088717178 2024-07-10 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z BONNIE COCKMAN 11 CURTIS AVENUE SOMERVILLE MA 02144 9190166 0 X HTTPS://WWW.SEI.ORG/CENTRES/US/ X 2006 MA INTERNATIONAL RESEARCH FOCUSING ON SUSTAINABLE DEVELOPMENT 7 7 40 0 0 0 4172170 3486921 1671810 3502465 28931 98612 13311 51768 5886222 7139766 0 0 0 0 4710799 4635085 0 0 558516 1408363 1926793 6119162 6561878 -232940 577888 5603170 5641661 2141162 1649158 3462008 3992503 X THE CENTER CONDUCTS RESEARCH AND ENGAGES WITH DECISION-MAKERS AND CIVIL SOCIETY ON ENERGY, WATER, AND CLIMATE POLICY AS WELL AS ON BROADER DIMENSIONS OF DEVELOPMENT, SUSTAINABILITY, AND EQUITY. IT BUILDS CAPACITY THROUGH TRAINING AND COLLABORATION, AND ITS DECISION-SUPPORT TOOLS ARE USED WIDELY AROUND THE GLOBE.SEI-US SUPPORTS DECISION-MAKING AND INDUCING CHANGE TOWARD SUSTAINABLE DEVELOPMENT AROUND THE WORLD BY PROVIDING KNOWLEDGE THAT BRIDGES SCIENCE AND POLICY IN THE FIELDS OF ENVIRONMENT AND DEVELOPMENT, AND BY CONDUCTING INNOVATIVE, INTEGRATED APPLIED SYSTEMS RESEARCH, WHICH FORMS THE BASIS FOR POLICY ADVICE, CAPACITY BUILDING, DECISION SUPPORT AND POLICY IMPLEMENTATION. 0 0 5244583 0 2154279 THE CENTER CONDUCTS RESEARCH AND ENGAGES WITH DECISION-MAKERS AND CIVIL SOCIETY ON ENERGY, WATER, AND CLIMATE POLICY AS WELL AS ON BROADER DIMENSIONS OF DEVELOPMENT, SUSTAINABILITY, AND EQUITY. IT BUILDS CAPACITY THROUGH TRAINING AND COLLABORATION, AND ITS DECISION-SUPPORT TOOLS ARE USED WIDELY AROUND THE GLOBE.SEI-US SUPPORTS DECISION-MAKING AND INDUCING CHANGE TOWARD SUSTAINABLE DEVELOPMENT AROUND THE WORLD BY PROVIDING KNOWLEDGE THAT BRIDGES SCIENCE AND POLICY IN THE FIELDS OF ENVIRONMENT AND DEVELOPMENT, AND BY CONDUCTING INNOVATIVE, INTEGRATED APPLIED SYSTEMS RESEARCH, WHICH FORMS THE BASIS FOR POLICY ADVICE, CAPACITY BUILDING, DECISION SUPPORT AND POLICY IMPLEMENTATION. 5244583 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 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 16 0 40 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA MA X X BONNIE COCKMAN 6176273786 11 CURTIS AVENUE SOMERVILLE MA 02144 SUSAN JULIUS DIRECTOR 1.00 X 0 0 0 NICOLAS DI SBROIAVACCA DIRECTOR 1.00 X 0 0 0 RACHEL CLEETUS DIRECTOR 1.00 X 0 0 0 LINDA ABRIOLA PHD DIRECTOR 1.00 X 0 0 0 MANS NILSSON CHAIR 1.00 X 0 0 0 ELIZABETH SODERSTROM PHD DIRECTOR 1.00 X 0 0 0 EILEEN QUIGLEY DIRECTOR 1.00 X 0 0 0 BONNIE COCKMAN TREASURER, DIR. OF FINANCE 38.00 X 157631 0 7667 MICHAEL LAZARUS PRESIDENT/SR SCIENTIST/CENTER DIRECTOR 32.00 X 155812 0 7777 JOHN SIEBER CLERK/SR SCIENTIST 40.00 X 165960 0 7880 CHARLES YOUNG SR SCIENTIST 40.00 X 161110 0 7359 ANNETTE HUBER-LEE SR SCIENTIST 40.00 X 168600 0 25994 CHARLES HEAPS SR SCIENTIST 40.00 X 168806 0 32941 KATHERINE SNYDER SR SCIENTIST 40.00 X 134538 0 30458 ROB BAILIS SR SCIENTIST 40.00 X 142965 0 30686 JASON VEYSEY SR SCIENTIST 40.00 X 147891 0 35039 SIVAN KARTHA SR SCIENTIST 40.00 X 140126 0 35657 MARIA ESCOBAR ARIAS SR SCIENTIST & PROGRAM DIRECTOR 40.00 X 139051 0 20397 1682490 0 241855 17 0 1 0 GLOBAL ENERGY MONITOR 440 N BARRANCA AVENUE 2878 COVINA CA 91723 RESEARCH SERVICES 192000 INSTITUTE FOR GOVERNANCE & SUSTAINABLE D 5800 MACARTHUR BLVD NW WASHINGTON DC 20016 RESEARCH SERVICES 150000 2 1348186 138299 2000436 3486921 CONTRACT REVENUE 900099 3004325 3004325 LICENSE REVENUE 900099 498140 498140 3502465 91333 91333 36333 0 36333 36333 36333 2057679 2050400 7279 7279 7279 MISCELLANEOUS 900099 15435 15435 15435 7139766 3517900 0 134945 X 1054359 710476 227746 116137 2759411 2203642 237643 318126 120427 96787 9727 13913 402752 303407 54209 45136 298136 227837 36387 33912 23745 23745 35600 35600 1188527 1165094 12433 11000 182141 126700 55441 178393 136328 21773 20292 262533 256464 6069 26536 26536 MISCELLANEOUS 22898 11488 11410 PROFESSIONAL DEVELOP. 6420 6360 60 6561878 5244583 758779 558516 759941 645303 775407 2060106 562746 882236 882058 1174307 68258 31567 2062988 504900 491772 343242 5603170 5641661 737803 726948 896379 564269 506980 357941 2141162 1649158 X 2872393 3178408 589615 814095 3462008 3992503 5603170 5641661 X 577888 -47393 X 0 1 X 1 0 X 2455261 3632598 2384780 4172170 3486921 16131730 2455261 3632598 2384780 4172170 3486921 16131730 458380 15673350 29862 10357 6168 28931 91333 166651 5125 87654 42139 311 15435 150664 16449045 13792689 0.95280 0.96030 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 5,125. 2020 AMOUNT: $ 7,104. 2021 AMOUNT: $ 8,189. 2022 AMOUNT: $ 311. 2023 AMOUNT: $ 15,435. FFCRA WAGE CREDIT - 2020 AMOUNT: $ 80,550. 2021 AMOUNT: $ 33,950. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OPERATING RIGHT OF USE ASSET 343242 343242 OPERATING LEASE LIABILITY 357941 357941 7139766 0 7139766 0 7139766 6609271 47393 47393 6561878 0 6561878 PART XII, LINE 2D - OTHER ADJUSTMENTS: FOREIGN CURRENCY EXCHANGE LOSS 47,393. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 6 PROGRAM SERVICES RESEARCH & DEVELOPMENT 113500 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 5 PROGRAM SERVICES RESEARCH & DEVELOPMENT 97458 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 18 PROGRAM SERVICES RESEARCH & DEVELOPMENT 245148 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 2 PROGRAM SERVICES RESEARCH & DEVELOPMENT 23656 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 1 PROGRAM SERVICES RESEARCH & DEVELOPMENT 2500 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 0 1 PROGRAM SERVICES RESEARCH & DEVELOPMENT 15242 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 8 PROGRAM SERVICES RESEARCH & DEVELOPMENT 79327 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 3 PROGRAM SERVICES RESEARCH & DEVELOPMENT 61447 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 3 PROGRAM SERVICES RESEARCH & DEVELOPMENT 144389 0 44 0 3 0 47 638278 144389 782667 0 0 0 0 0 0 X X 0 0 0 0 0 0 0 0 0 CHARLES HEAPS SR SCIENTIST 168806 0 0 0 0 0 8774 0 24167 0 201747 0 0 0 ANNETTE HUBER-LEE SR SCIENTIST 168600 0 0 0 0 0 8714 0 17280 0 194594 0 0 0 JASON VEYSEY SR SCIENTIST 147891 0 0 0 0 0 7741 0 27298 0 182930 0 0 0 SIVAN KARTHA SR SCIENTIST 140126 0 0 0 0 0 7406 0 28251 0 175783 0 0 0 JOHN SIEBER CLERK/SR SCIENTIST 165960 0 0 0 0 0 7880 0 0 0 173840 0 0 0 ROB BAILIS SR SCIENTIST 142965 0 0 0 0 0 7516 0 23170 0 173651 0 0 0 CHARLES YOUNG SR SCIENTIST 161110 0 0 0 0 0 7359 0 0 0 168469 0 0 0 BONNIE COCKMAN TREASURER, DIR. OF FINANCE 157631 0 0 0 0 0 7667 0 0 0 165298 0 0 0 KATHERINE SNYDER SR SCIENTIST 134538 0 0 0 0 0 7039 0 23419 0 164996 0 0 0 MICHAEL LAZARUS PRESIDENT/SR SCIENTIST/CENTER DIRECT 155812 0 0 0 0 0 7725 0 52 0 163589 0 0 0 MARIA ESCOBAR ARIAS SR SCIENTIST & PROGRAM DIRECTOR 139051 0 0 0 0 0 6970 0 13427 0 159448 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWED AND APPROVED THE FORM 990, WHICH WAS THEN MADE AVAILABLE TO THE BOARD OF DIRECTORS TO REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE DIRECTOR OF FINANCE REGULARLY REVIEWS ALL BUSINESS TRANSACTIONS TO DETERMINE IF CONFLICTS OF INTEREST MAY EXIST FOR BOARD MEMBERS, OFFICERS, KEY EMPLOYEES, AND ALL OTHER EMPLOYEES. ANY POTENTIAL CONFLICTS OF INTEREST ARE BROUGHT TO THE ATTENTION OF THE PRESIDENT, WHO THEN BRINGS THE ISSUE BEFORE THE BOARD AND REQUESTS THAT THE INTERESTED PERSON PRESENT THE ISSUE TO THE BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE PRESIDENT IS APPROVED BY THE BOARD AFTER A REVIEW OF A PERIODIC COMPENSATION SURVEY DETAILING COMPENSATION OF OTHER SENIOR SCIENTIST OF SIMILAR ORGANIZATIONS AND OTHER COMPARABLE 990S. THE PRESIDENT'S PAY IS COMPARABLE TO SENIOR SCIENTISTS IN THE INDUSTRY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON OUR WEBSITE AND UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,165,094. MANAGEMENT AND GENERAL EXPENSES 12,433. FUNDRAISING EXPENSES 11,000. TOTAL EXPENSES 1,188,527. FORM 990, PART XI, LINE 9: FOREIGN CURRENCY EXCHANGE LOSS -47,393.