2024-11-14T10:44:39-06:00 2023-12-31 273858252 DEAN DORTON ALLEN FORD PLLC 810 WRIGHTS SUMMIT PARKWAY SUITE 300 FORT WRIGHT KY 41011 990 2023-01-01 311770299 GREEN UMBRELLA GREE 5135411538 PO BOX 14270 CINCINNATI OH 45250 RYAN MOONEY-BULLOCK EXECUTIVE DIRECTOR 5135411538 2024-11-14 1 0 STEPHANIE ALLGEYER P00761973 8593313300 2024-11-14 2023 2024-10-15 13:58:12Z RYAN MOONEY-BULLOCK PO BOX 14270 CINCINNATI OH 45250 2717772 0 X WWW.GREENUMBRELLA.ORG X 2001 OH GREEN UMBRELLA LEADS COLLABORATION, INCUBATES IDEAS AND CATALYZES SOLUTIONS TO CREATE A RESILIENT, SUSTAINABLE REGION FOR ALL. WE DO THIS BY CONVENING MEMBER ORGANIZATIONS AND INDIVIDUALS TO TACKLE POLICY AND SYSTEMS-LEVEL CHANGES FOCUSED ON HEALTHY PEOPLE, CLIMATE, RESILIENT, SUSTAINABLE REGION FOR ALL. X 15 15 30 200 0 0 4488490 2224292 510412 368817 7646 123653 0 1010 5006548 2717772 1117000 9319461 0 0 1103953 1011140 0 0 36326 916320 689856 3137273 11020457 1869275 -8302685 9019183 681659 253833 215131 8765350 466528 X GREEN UMBRELLA LEADS COLLABORATION, INCUBATES IDEAS AND CATALYZES SOLUTIONS TO CREATE A RESILIENT, SUSTAINABLE REGION FOR ALL. WE DO THIS BY CONVENING MEMBER ORGANIZATIONS AND INDIVIDUALS TO TACKLE POLICY AND SYSTEMS-LEVEL CHANGES FOCUSED ON HEALTHY PEOPLE, CLIMATE, RESILIENT, SUSTAINABLE REGION FOR ALL. 1 1 9409215 9291686 61 IN 2023 TRI-STATE TRAILS AND THE CROWN CAMPAIGN TRANSITIONED OUT OF GREEN UMBRELLA, TO TRI-STATE TRAILS AS AN INDEPENDENT NON-PROFIT. THIS HAPPENED UNDER CAREFUL GUIDANCE AND SUPPORT BY THE GREEN UMBRELLA BOARD OF TRUSTEES AND CROWN LEADERSHIP COMMITTEE, AND THE STAFF LEADERSHIP OF GREEN UMBRELLA AND TRI-STATE TRAILS.TRI-STATE TRAILS: A COALITION OF TRAIL ADVOCATES, A PHYSICAL NETWORK OF TRAILS, AND A VISION TO CONNECT OUR REGION. TRI-STATE TRAILS UNITES ADVOCATES, LEADERS AND STAKEHOLDERS IN A COLLABORATIVE DISCUSSION ON ACTIVE TRANSPORTATION AND OUTDOOR RECREATION IN SOUTHWEST OHIO, NORTHERN KENTUCKY AND SOUTHEAST INDIANA. IN 2020, TRI-STATE TRAILS BEGAN COORDINATING THE CROWN CAPITAL CAMPAIGN IN COLLABORATION WITH WASSON WAY AND OHIO RIVER WAY TO RAISE LOCAL MATCH DOLLARS TO HELP BUILD ITS VISION OF THE CINCINNATI RIDING OR WALKING NETWORK, A 34 MILE TRAIL LOOP CONNECTING TO MOST CINCINNATI NEIGHBORHOODS. CROWN: THE CROWN CAPITAL CAMPAIGN IS A VISION TO BUILD A 34-MILE URBAN TRAIL LOOP AROUND THE CITY OF CINCINNATI. GREEN UMBRELLA COLLABORATED WITH TWO OTHER LOCAL NON-PROFITS (WASSON WAY AND OHIO RIVER WAY) TO RAISE LOCAL DOLLARS TO MATCH STATE AND FEDERAL GRANT FUNDING TO BUILD OUT 24 MILES OF THE CROWN TRAIL NETWORK. THE TRAIL WILL BE BUILT OVER THE NEXT FIVE YEARS AND FUNDS WILL BE EXPENDED AS NEEDED TO SERVE AS MATCHING FUNDS TO LEVERAGE LARGE GRANTS. GU IS FISCAL AGENT AND FISCAL SPONSOR FOR THE CROWN CAMPAIGN, WHICH IS GOVERNED BY A STEERING COMMITTEE THAT MAKES DECISIONS ABOUT HOW THE FUNDS WILL BE ALLOCATED FOR TRAIL PROJECTS, AND OTHER EXPENSES REQUIRED FOR FUNDRAISING, PROJECT MANAGEMENT, ADMINISTRATION, ETC. 316247 2500 9832 GREATER CINCINNATI REGIONAL FOOD POLICY COUNCIL: A CROSS SECTOR COLLABORATION OF ORGANIZATIONS AND INDIVIDUALS, COMMUNITY INFLUENCERS, AND DECISION MAKERS, COLLABORATING TO DRIVE IMPACT IN CREATING HEALTHY, EQUITABLE, SUSTAINABLE FOOD SYSTEMS FOR ALL IN THE GREATER CINCINNATI REGION. CURRENT FOCUS AREAS INCLUDE 1)CONNECTING LOCAL FARMERS TO SCHOOLS AND STUDENTS TO LEARNING ABOUT WHERE FOOD COMES FROM, 2) ENCOURAGE AVAILABILITY OF HEALTHY, DESIRABLE FOOD OPTIONS ACROSS OUR REGION, FOR ALL INCOME LEVELS, 3) DIALOGUE WITH RESIDENTS WHO HAVE EXPERIENCED FOOD INSECURITY TO BETTER INFORM EMERGENCY FOOD SYSTEMS BASED ON THEIR NEEDS, 4) CONVENE REGIONAL PARTNERS TO DEVELOP A COMPREHENSIVE APPROACH TO REGIONAL FOOD SYSTEM PLANNING, 5) TELLING THE STORY OF OUR REGION'S FOODSHED THROUGH THE CINCINNATI'S FOODSHED ATLAS. 380093 0 10071 CLIMATE POLICY/ACTION: WHILE CLIMATE CHANGE IS A GLOBAL ISSUE, LOCAL GOVERNMENTS END UP ABSORBING MANY OF THE COSTS. POLICIES AND PROGRAMS TO ADDRESS CLIMATE IMPACTS ARE OFTEN MOST EFFECTIVE AT THE LOCAL LEVEL, AND MORE THAN EVER LOCAL GOVERNMENTS NEED MORE CAPACITY TO ADAPT AND BUILD RESILIENCY. GREATER CINCINNATI WILL NEED MORE THAN ITS INDIVIDUAL JURISDICTIONS ACTING ALONE TO ADAPT TO HEAT, FLOODING AND OTHER ENVIRONMENTAL IMPACTS, PROTECT PUBLIC HEALTH, REDUCE EMISSIONS, AND FOSTER AN EQUITABLE AND JUST TRANSITION TO MORE RESILIENT COMMUNITIES. GREEN UMBRELLA LAUNCHED ITS CLIMATE POLICY WORK TO FACILITATE COLLABORATION AMONG REGIONAL GOVERNMENT LEADERS. WE ARE EQUIPPING LOCAL GOVERNMENTS WITH PROVEN MODELS, HELPING THEM TELL THEIR SUCCESS STORIES AND CONNECTING THEM TO EACH OTHER THROUGH EDUCATIONAL AND CONVENING OPPORTUNITIES. 576560 25275 348853 GU EVENT SERIES: A VARIETY OF ONE-TIME AND ON-GOING PUBLIC EVENTS SUPPORTING OR ALIGNING WITH THE ORGANIZATION'S PRIMARY FOCUS OF ADVANCING ENVIRONMENTAL SUSTAINABILITY IN THE GREATER CINCINNATI REGION. PUBLIC PROGRAMS INCLUDE MIDWEST REGIONAL SUSTAINABILITY SUMMIT, GREAT OUTDOOR WEEKEND.COMMON ORCHARD PROJECT: THE COMMON ORCHARD PROJECT IS WORKING TO INSTALL AND MAINTAIN HUNDREDS OF SMALL ORCHARD PLANTINGS ON VACANT LOTS AND PUBLIC LAND ACROSS GREATER CINCINNATI. IT PARTNERS WITH COMMUNITIES CHARACTERIZED BY LOW ACCESS TO FRESH AND HEALTHY FOOD AND LOW TREE CANOPY COVERAGE, TO DESIGN, PLANT, AND MAINTAIN PUBLIC ORCHARDS WHERE FRUIT CAN BE GROWN AND DISTRIBUTED TO NEIGHBORS. THESE POCKETS OF GREENSPACE PROVIDE SHADE, HABITAT, COMMUNITY GATHERING SPACES AND EXPOSURE AND ACCESS TO FRESH FRUIT GROWING RIGHT WHERE IT IS NEEDED MOST. THE COMMON ORCHARD PROJECT PLANTS APPROXIMATELY 10 ORCHARDS PER YEAR AND TRAINS NEIGHBORS TO SERVE AS ORCHARD STEWARDS, WHO CARE FOR AND HARVEST FROM THE TREES AND OTHER PLANTS AT THE RIGHT TIMES.GU IMPACT TEAMS: GU FACILITATES CROSS-SECTOR COLLABORATION WITH THE GOAL OF ACHIEVING POLICY AND SYSTEMS LEVEL OUTCOMES THAT RESULT IN HEALTHY PEOPLE, LANDSCAPES AND SUSTAINABLE BUILT ENVIRONMENTS. IN 2022 THE THREE IMPACT TEAMS SUPPORTED WERE GREENSPACE ALLIANCE (LAUNCHED A MITIGATION TOOL TO STRATEGICALLY IDENTIFY LAND PARCELS FOR PROTECTION AND CONSERVATION) FAITH COMMUNITIES GO GREEN (PARTNERING WITH RELIGIOUS COMMUNITIES TO CREATE A MORE SUSTAINABLE AND EQUITABLE FUTURE FOR ALL BY MOBILIZING THEIR MORAL VOICE TO REDUCE THE RISK OF CATASTROPHIC CLIMATE CHANGE) AND CPS OUTSIDE, RENAMED TO GREEN SCHOOLYARDS ACTION NETWORK (WORKING TO ENSURE ALL CINCINNATI PUBLIC SCHOOLS' STUDENTS HAVE EQUITABLE ACCESS TO OUTDOOR EXPERIENCES AND ENVIRONMENTAL EDUCATION REGARDLESS OF DEMOGRAPHICS, ECONOMIC STATUS OR FAMILY SUPPORT FOR SUCH ACTIVITIES). CINCINNATI 2030 DISTRICT: THE DISTRICT'S MISSION IS TO CREATE A NETWORK OF HEALTHY, HIGH-PERFORMING BUILDINGS IN THE CITY OF CINCINNATI. PARTICIPATING MEMBERS MAKE A COLLECTIVE COMMITMENT TO REDUCE THEIR BUILDINGS' ENERGY USE, WATER CONSUMPTION, AND TRANSPORTATION EMISSIONS BY 50% BY THE YEAR 2030. THE CINCINNATI DISTRICT ALSO INCLUDES A HEALTHY BUILDING PILLAR WITH A GOAL OF IMPROVING THE HEALTH OF BUILDING OCCUPANTS, WITH INTERVENTIONS TAILORED TO THE MOST PRESSING NEEDS IN OUR CITY. MEMBERS OF THE CINCINNATI 2030 DISTRICT ARE PROPERTY OWNERS AND MANAGERS, DEVELOPERS, AND COMMERCIAL TENANTS WHO COMMIT TO ASSISTING THE DISTRICT TO ACHIEVE ITS REDUCTION GOALS THROUGH THE IMPLEMENTATION OF SUSTAINABLE, EMISSIONS-REDUCING SOLUTIONS IN THEIR BUILDINGS. CURRENTLY, OUR 42 MEMBERS HAVE COMMITTED 318 BUILDINGS AND 27.7 MILLION SQUARE FEET TO THE CINCINNATI 2030 DISTRICT. BY PARTNERING DIRECTLY WITH MEMBERS, THE CINCINNATI 2030 DISTRICT ACCELERATES THE DEVELOPMENT OF SUSTAINABLE BUILDINGS BY BREAKING DOWN MARKET BARRIERS, ENCOURAGING COLLABORATION, AND ASSISTING MEMBERS IN THE DEPLOYMENT OF INNOVATIVE SUSTAINABILITY SOLUTIONS. 576560 25275 348853 10682115 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 18 0 30 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY OH X X RYAN MOONEY-BULLOCK 5135411538 PO BOX 14270 CINCINNATI OH 45250 TODD PALMETER PRESIDENT 4.00 X X 0 0 0 ANDY HOLZHAUSER PAST PRESIDENT 2.00 X X 0 0 0 BYRON STALLWORTH VICE PRESIDENT 2.00 X X 0 0 0 JEREMY FAUST SECRETARY 4.00 X X 0 0 0 JESSICA HAAG TREASURER 4.00 X X 0 0 0 CHRIS FLORES VICE PRESIDENT FOR DEVELOPMENT 2.00 X X 0 0 0 BOB TEMPLE BOARD MEMBER 4.00 X 0 0 0 CARLA WALKER BOARD MEMBER 1.00 X 0 0 0 DAVID KIRK BOARD MEMBER 1.00 X 0 0 0 DEREK PEEBLES BOARD MEMBER 1.00 X 0 0 0 JAIME LOVE BOARD MEMBER 1.00 X 0 0 0 JR FOSTER BOARD MEMBER 1.00 X 0 0 0 JULIE ZIMMERMAN BOARD MEMBER 2.00 X 0 0 0 MAEVE MASON BOARD MEMBER 1.00 X 0 0 0 ROB BILOTT BOARD MEMBER 1.00 X 0 0 0 RYAN MOONEY-BULLOCK EXECUTIVE DIRECTOR 40.00 X 81128 0 20560 81128 0 20560 0 0 0 0 0 57404 446940 1719948 2224292 GU PROGRAM EVENTS 541900 176829 176829 FEE FOR SERVICES 541900 132238 132238 SPONSORSHIP FEES 541900 59750 59750 368817 119104 119104 4549 0 4549 4549 4549 REWARDS POINTS 900099 1010 1010 1010 2717772 368817 0 124663 9319461 9319461 81128 32776 43809 4543 765345 620300 131683 13362 7488 5590 1898 89189 69612 15996 3581 67990 50531 17459 64329 35000 29329 267261 239084 18860 9317 13862 7501 3911 2450 53267 48687 3615 965 42327 39570 1609 1148 29298 7598 21700 19749 18994 665 90 7501 6050 1451 4051 5587 -1536 EQUIPMENT EXPENSE 7739 6023 1716 MATERIALS & SUPPLIES 73572 72240 1332 FOOD & DRINK 40978 39795 1183 VIDEO & MEDIA 28045 27825 220 37877 29891 7116 870 11020457 10682115 302016 36326 6328828 144615 211156 10177 1953215 1989 94809 167849 325 7411 72891 12438 73577 60453 357273 289165 9019183 681659 33351 85664 220482 99467 0 30000 253833 215131 X 458155 458155 8307195 8373 8765350 466528 9019183 681659 -8302685 18219 5000 -19356 0 X 0 0 0 X 711560 2580267 5829211 4488490 2224292 15833820 711560 2580267 5829211 4488490 2224292 15833820 1230081 14603739 8761 3331 4579 7562 119104 143337 1010 1010 15978167 1168617 0.91400 0.90860 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REWARDS POINTS - 2023 AMOUNT: $ 1,010. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72891 12438 60453 60453 DEFERRED SPONSORSHIPS 30000 30000 0 XAVIER UNIVERSITY 3800 VICTORY PARKWAY CINCINNATI OH 45207 310537516 501(C)(3) 74000 0 CROWN BIKE TRAIL BRIDGES OF FAITH TRIALOGUE 9830 TOLLGATE LANE MONTGOMERY OH 45242 815350765 501(C)(3) 25275 0 FAITH COMMUNITIES GO GREEN ENERGY EFFICIENCY INITIATIVE TRI-STATE TRAILS 3080 EXPLORATION AVE CINCINNATI OH 45207 920271881 501(C)(3) 9188650 0 TRAIL DEVELOPMENT/LAUNCH OF TRI-STATE TRAILS AS SEPARATE NONPROFIT/CROWN CAPITAL CAMPAIGN TRANSFER VILLAGE OF MARIEMONT 6907 WOOSTER PIKE CINCINNATI OH 45227 GOVT 22207 0 CROWN BIKE TRAIL PART I, LINE 2: THE ORGANIZATION PROVIDES GRANTS TO DOMESTIC ORGANIZATIONS AND GOVERNMENTS TO ASSIST CHANGES IN POLICY AND SYSTEMS, IMPLEMENT PROGRAMS, AND TO IMPROVE INFRASTRUCTURE FOCUSED ON HEALTHY PEOPLE, CLIMATE, AND LANDSCAPE. THE ORGANIZATION TRACKS THE GRANTS TO ENSURE THE ASSISTANCE IS SPENT APPROPRIATELY. CASH TRANSFER FROM TRI-STATE TRAILS PROGRAM 2023-12-31 203665 NET BOOK VALUE 920271881 TRI-STATE TRAILS 3080 EXPLORATION AVE STE 640 CINCINNATI OH 45206 501(C)(3) CROWN CAPITAL CAMPAIGN ASSETS HELD BY GREEN UMBRELLA 2023-12-28 7019750 NET BOOK VALUE 920271881 TRI-STATE TRAILS 3080 EXPLORATION AVE STE 640 CINCINNATI OH 45206 501(C)(3) CROWN CAPITAL CAMPAIGN PLEDGES HELD BY GREEN UMBRELLA 2023-12-31 1983215 NET BOOK VALUE 920271881 TRI-STATE TRAILS 3080 EXPLORATION AVE STE 640 CINCINNATI OH 45206 501(C)(3) ASSET TRANSFER FROM TRI-STATE TRAILS PROGRAM 2023-12-31 12020 NET BOOK VALUE 920271881 TRI-STATE TRAILS 3080 EXPLORATION AVE STE 640 CINCINNATI OH 45206 501(C)(3) 1 0 0 0 PART II, LINE 2E: PERSON(S) INVOLVED: TODD PALMETER PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: BOARD PRESIDENT FOR BOTH ORGANIZATIONS IN 2023. TRI-STATE TRAILS WAS ORGINALLY A PROGRAM WITHIN GREEN UMBRELLA BUT WAS SPUN OFF INTO ITS OWN 501C3 PUBLIC CHARITY. FORM 990, PART III, LINE 2 GREEN UMBRELLA SHIFTED ITS FRAMEWORK FROM A REGIONAL SUSTAINABILITY ALLIANCE TO A REGIONAL CLIMATE COLLABORATIVE IN OCTOBER 2023. THIS INVOLVED ROLLING OUT A NEW MEMBERSHIP STRUCTURE AND MORE CLEARLY ALIGNING ALL OF OUR PROGRAMS UNDER THEIR IMPACT ON CLIMATE-RELATED EMISSIONS AND RESILIENCE PREPAREDNESS. WE HAD PREVIOUSLY ESTABLISHED A REGIONAL CLIMATE COLLABORATIVE AS ONE OF OUR PROGRAMS, BUT MADE THE SHIFT OF IDENTIFYING THE ORGANIZATION AS A WHOLE AS THE REGIONAL CLIMATE COLLABORATIVE FOR GREATER CINCINNATI. IN FEBRUARY 2023 GREEN UMBRELLA LAUNCHED ITS TRI-STATE TRAILS PROGRAM INTO AN INDEPENDENT 501(C)3. IN DECEMBER 2023 GREEN UMBRELLA TRANSFERRED OWNERSHIP OF THE CROWN CAPITAL CAMPAIGN, AND ALL OF ITS ASSETS, TO TRI-STATE TRAILS. FORM 990, PART III, LINE 3 GREEN UMBRELLA SHIFTED ITS FRAMEWORK FROM A REGIONAL SUSTAINABILITY ALLIANCE TO A REGIONAL CLIMATE COLLABORATIVE IN OCTOBER 2023. THIS INVOLVED ROLLING OUT A NEW MEMBERSHIP STRUCTURE AND MORE CLEARLY ALIGNING ALL OF OUR PROGRAMS UNDER THEIR IMPACT ON CLIMATE-RELATED EMISSIONS AND RESILIENCE PREPAREDNESS. WE HAD PREVIOUSLY ESTABLISHED A REGIONAL CLIMATE COLLABORATIVE AS ONE OF OUR PROGRAMS, BUT MADE THE SHIFT OF IDENTIFYING THE ORGANIZATION AS A WHOLE AS THE REGIONAL CLIMATE COLLABORATIVE FOR GREATER CINCINNATI. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS DUES-PAYING MEMBER ORGANIZATIONS. HOWEVER, THE DIRECTION AND MANAGEMENT OF THE AFFAIRS OF GREEN UMBRELLA ARE ENTIRELY VESTED IN ITS BOARD OF TRUSTEES WHICH DETERMINES ALL MATTERS AFFECTING THE WELFARE OF THE ORGANIZATION. NEW MEMBERS OF THE BOARD ARE ELECTED BY A MAJORITY OF CURRENT BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THIS RETURN WAS REVIEWED BY THE OFFICERS AND FINANCE COMMITTEE PRIOR TO ITS FILING. ALL MEMBERS RECEIVE A COPY OF THE 990 PRIOR TO FILING, FORM 990, PART VI, SECTION B, LINE 12C KEY EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO ANNUALLY SIGN THE CONFLICT OF INTEREST POLICY. IF A BOARD MEMBER HAS A CONFLICT, THE BOARD MEMBER CANNOT VOTE ON THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS AND DETERMINES COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES BY METHODS OF ANALYZING COMPENSATION SURVEYS AND 990S OF OTHER SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE PROVIDED UPON REQUEST TO THE PUBLIC, GOVERNMENT AGENCIES AND PRIVATE FOUNDATIONS.