2024-10-29T15:35:23-05:00 2023-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2023-01-01 824807057 AMERICANS FOR CARBON DIVIDENDS INC AMER 2028921530 1500 K STREET NW SUITE 850 WASHINGTON DC 20005 GREGORY BERTELSEN CEO 2028921530 2024-10-28 1 1 P01608821 4108840220 2023 2024-10-15 13:58:12Z X GREGORY BERTELSEN 1500 K STREET NW SUITE 850 WASHINGTON DC 20005 2048501 0 X WWW.AFCD.ORG X 2018 DE TO ADVANCE A CONSENSUS CLIMATE POLICY SOLUTION BY ADVOCATING FOR THE BIPARTISAN CLIMATE ROADMAP, WHICH WAS DEVELOPED BY THE CLIMATE LEADERSHIP COUNCIL'S DIVERSE COALITION OF STAKEHOLDERS. 5 4 7 4 0 0 3425000 2000000 0 0 1196 12219 6750 36282 3432946 2048501 0 0 0 0 956424 1137142 0 0 149037 2126887 1855701 3083311 2992843 349635 -944342 5681475 4450661 539324 252852 5142151 4197809 TO ADVANCE A CONSENSUS CLIMATE POLICY SOLUTION BY ADVOCATING FOR THE BIPARTISAN CLIMATE ROADMAP, WHICH WAS DEVELOPED BY THE CLIMATE LEADERSHIP COUNCIL'S DIVERSE COALITION OF STAKEHOLDERS. 0 0 2561344 EDUCATION AND ADVOCACY THAT PROMOTES A CONSENSUS CLIMATE POLICY SOLUTION - CARBON DIVIDENDS PLAN. THE PLAN IS BASED ON THE PRINCIPLES OF FREE MARKETS AND LIMITED GOVERNMENT, AND OFFERS THE BEST HOPE FOR A MUCH-NEEDED BIPARTISAN CLIMATE BREAKTHROUGH. 2561344 0 1 0 0 0 0 0 1 0 1 0 0 0 0 1 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 0 0 0 1 24 0 1 7 1 0 0 0 0 1 1 0 0 0 X 5 4 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 X MICHAEL-ANN MATTICOLI 2028921530 1500 K STREET NW SUITE 850 WASHINGTON DC 20005 STEPHEN P RICE MANAGING DIRECTOR 40.00 X 389925 0 19811 GREGORY I BERTELSEN CEO 20.00 X X 210000 0 0 MICHAEL-ANN MATTICOLI DIRECTOR, FINANCE AND ACCO 8.00 X 38967 0 0 MARK MCKINNON CHAIR 1.00 X X 0 0 0 DAN SCHNUR VICE CHAIR 1.00 X X 0 0 0 DOMINIC MACKLON DIRECTOR 1.00 X 0 0 0 KATHLEEN BARRON DIRECTOR 1.00 X 0 0 0 638892 0 19811 2 0 1 0 RYAN COSTELLO STRATEGIES LLC 934 GARLINGTON CIRCLE WEST CHESTER PA 19380 PROGRAM MGMT/ LOBBYING 200000 BATTLE GROUP LLC - GEORGE DAVID BANKS 10111 TOMS CT FAIRFAX VA 22032 STRATEGIC CONSULTING 155000 JIM MASSIE AND PARTNERS LLC 700 PENNSYLVANIA AVE SE SUITE 5 WASHINGTON DC 20003 ADVOCACY SERVICES 150000 NEALE CREEK LLC 11 E LENOX STREET CHEVY CHASE MD 20815 GOVT RELATIONS/ POL. CONSULTING 130000 ATLAS STRATEGY GROUP LLC 15 LADUE LANE LADUE MO 63124 STRATEGIC CONSULTING 119000 5 2000000 2000000 12219 12219 36000 0 36000 36000 36000 REFUND 900099 282 282 282 2048501 0 0 48501 658703 489229 90591 78883 396959 294870 54572 47517 4687 3465 653 569 11045 8165 1538 1342 65748 48605 9156 7987 11373 416 10957 12500 12500 1338600 1338600 14266 10500 3766 157980 108000 49980 401 401 9708 8688 1020 242331 192245 37567 12519 21541 21541 34952 33693 1259 3664 2894 550 220 5763 5763 MISCELLANEOUS 1459 1459 REPAIR AND MAINTENANCE 1131 1131 PUBLICATIONS AND SUBSCR 32 32 2992843 2561344 282462 149037 50000 5204927 4351392 100000 733 25388 27580 18319 16062 5921 2257 345239 18699 5681475 4450661 146806 249852 0 3000 392518 0 539324 252852 X 5042151 4197809 100000 0 5142151 4197809 5681475 4450661 -944342 0 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 18319 16062 2257 2257 X 2052819 4318 4318 2048501 0 2048501 2997161 4318 4318 2992843 0 2992843 PART IV, LINE 2B: THE ORGANIZATION HAS A SUBLEASE AGREEMENT WITH ANOTHER ORGANIZATION AND IS HOLDING A SECURITY DEPOSIT. THE SECURITY DEPOSIT WILL BE RETURNED AT THE END OF THE SUBLEASE IF THE SUBTENANT IS NOT IN DEFAULT OF THE SUBLEASE. PART X, LINE 2: AFCD BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS OR APPLICATION. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. X X X 0 0 0 0 0 0 0 1 0 STEPHEN P RICE MANAGING DIRECTOR 371014 0 18911 0 0 0 0 0 19811 0 409736 0 0 0 GREGORY I BERTELSEN CEO 200000 0 10000 0 0 0 0 0 0 0 210000 0 0 0 PART I, LINE 7 THE ORGANIZATION'S CEO AND MANAGING DIRECTOR RECEIVED A BONUS. BONUSES ARE BASED ON MERIT AND ARE APPROVED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS MAY, BY RESOLUTION, DESIGNATE ONE OR MORE COMMITTEES WITH SUCH AUTHORITY AS DESIGNATED BY THE BOARD, EACH COMMITTEE TO CONSIST OF ONE OR MORE DIRECTORS OF THE CORPORATION. THE BOARD MAY DESIGNATE ONE OR MORE DIRECTORS AS ALTERNATE MEMBERS OF ANY SUCH COMMITTEE, WHO MAY REPLACE ANY ABSENT OR DISQUALIFIED MEMBER AT ANY MEETING OF THE COMMITTEE. ANY SUCH COMMITTEE, TO THE EXTENT PROVIDED IN THE RESOLUTION OF THE BOARD OF DIRECTORS, SHALL HAVE AND MAY EXERCISE ALL THE POWERS AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION; BUT NO SUCH COMMITTEE SHALL HAVE THE POWER OR AUTHORITY IN REFERENCE TO ADOPTING, AMENDING OR REPEALING THE CERTIFICATE OF INCORPORATION OR ANY BY-LAW OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE CEO BEFORE IT IS SIGNED AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE DIRECTOR. FINANCE AND ACCOUNTING WILL MONITOR COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS OF AMERICANS FOR CARBON DIVIDENDS (AFCD) DETERMINES THE COMPENSATION FOR THE CEO. AFCD RETAINED THE SERVICES OF QUATT ASSOCIATES IN DECEMBER 2020 TO CONDUCT A COMPENSATION SURVEY FOR ALL SENIOR LEVEL POSITIONS, INCLUDING THE CEO. COMPENSATION FOR THE CEO FOR 2022 AND 2023 WAS DETERMINED BY THE BOARD BASED ON THIS COMPENSATION SURVEY. THE CEO DETERMINES THE COMPENSATION OF THE OTHER OFFICERS AND THE KEY EMPLOYEE, ALSO BASED ON THIS COMPENSATION SURVEY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.