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THIS RISK RATING INFORMS RMI OF THE APPROPRIATE LEVEL OF MONITORING NECESSARY FOR SUBRECIPIENTS IN ORDER TO ENSURE ALL RESOURCES ARE REACHING THEIR INTENDED TARGETS. 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X X true true X X X X false true false false false false false true false JULES KORTENHORST CEO (END 11/2022) 470087 0 252000 0 12869 0 15250 0 26081 0 776287 0 JON CREYTS CHIEF EXECUTIVE OFFICER 362049 0 102375 0 6144 0 107726 0 33683 0 611977 0 HEATHER MCCREERY CHIEF FINANCIAL OFFICER 281211 0 66750 0 6579 0 73147 0 32033 0 459720 0 MARTHA PICKETT GENERAL COUNSEL AND SECRETARY 309519 0 78750 0 8234 0 76205 0 23450 0 496158 0 KYLIE ROGERS CHIEF PEOPLE OFFICER 268795 0 86563 0 2375 0 71992 0 40511 0 470236 0 JENNIFER STOKES CHIEF DEVELOPMENT OFFICER 270711 0 65625 0 4177 0 65604 0 19919 0 426036 0 STEPHANIE GREENE MANAGING DIRECTOR 245613 0 26875 0 1944 0 12878 0 36652 0 323962 0 JUSTIN LOCKE MANAGING DIRECTOR 259215 0 70964 0 1927 0 62492 0 1106 0 395704 0 JAMES NEWCOMB MANAGING DIRECTOR SENIOR EXPER 265643 0 73250 0 12277 0 13700 0 26588 0 391458 0 LENA HANSEN MANAGING DIRECTOR CHIEF STRATE 272839 0 65750 0 2995 0 68182 0 19919 0 429685 0 CLAY STRANGER MANAGING DIRECTOR 255218 0 70750 0 1875 0 66628 0 25855 0 420326 0 LEIA GUCCIONE MANAGING DIRECTOR 256873 0 62500 0 2151 0 68163 0 835 0 390522 0 SARAH LADISLAW MANAGING DIRECTOR 268024 0 46875 0 2024 0 69687 0 30438 0 417048 0 SCHEDULE J, PART I, LINE 1A BUSINESS USE OF PERSONAL RESIDENCE: AMORY BLOCH LOVINS RENTS APPROXIMATELY 124 SQ FT OF HIS PERSONAL RESIDENCE FOR RMI TO HOST TOURS, MEETINGS AND OTHER EVENTS AS NEEDED. THE ONE YEAR LEASE ENDS DECEMBER 31, 2023. THE RENT IS $123 PER MONTH. DESCRIPTION OF FIRST-CLASS TRAVEL: AT CFO OR MANAGING DIRECTOR'S DISCRETION, AND IF APPLICABLE FUNDING ALLOWS, OFFICERS AND SOME HIGH-LEVEL EMPLOYEES WHO TRAVEL FREQUENTLY MAY BE REIMBURSED FOR BUSINESS CLASS TRAVEL. IN THE TAX YEAR, IF BUSINESS CLASS TRAVEL WAS NOT AVAILABLE, FIRST-CLASS TRAVEL WAS REIMBURSED. SCHEDULE J, PART I, LINE 4B Supplemental nonqualified plan: Rocky Mountain Institute established a 457(F) deferred compensation plan in October 2022 that allows RMI to contribute money for certain executives on a pre-tax basis into investments and to accumulate tax-deferred earnings. The contributions fully vest on October 1, 2025, at which point RMI will be obligated to pay out within 60 days to all participants who remain employed at RMI. The following pre-tax calendar year 2022 contributions to the 457(F) plan are included in schedule J, Part II, column (C) as deferred compensation: $ 93,439 - Jon Creyts $ 63,000 - Martha Pickett $ 58,740 - Heather McCreery $ 57,860 - Lena Hansen $ 56,000 - Leia Guccione $ 53,750 - Clay Stranger $ 56,000 - Jennifer Stokes $ 53,750 - Justin Locke $ 58,300 - Kylie Rogers $ 56,000 - Sarah Ladislaw SCHEDULE J, PART I, LINE 7 DESCRIPTION OF NON-FIXED PAYMENT: THE EMPLOYEES WERE PAID A PERFORMANCE BONUS AT THE DISCRETION OF MANAGEMENT. AMORY BLOCH LOVINSLOVINS ASSOCIATE TRUSTEE 100480 SEE DESCRIPTION false SCHEDULE L, PART IV, COLUMN (D) DESCRIPTION OF BUSINESS TRANSACTION INVOLVING INTERESTED PERSON: AMORY LOVINS IS A CURRENT TRUSTEE AND THE FORMER CHIEF SCIENTIST. RMI PAID LOVINS ASSOCIATES $100,480 DURING FISCAL YEAR ENDING 6/30/2023 FOR CONSULTING AS AN INDEPENDENT CONTRACTOR. X 13 1475788 FMV false true false Schedule M, PART I, COLUMN B THE NUMBER IN COLUMN B REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART III, LINE 2 ENERGY TRANSITION SUPER TEAM BRINGS TOGETHER EXPERTS FROM ACROSS THE INSTITUTE TO DEVELOP INNOVATIVE AND INCLUSIVE FINANCIAL APPROACHES TO THE TRANSITION TO CLEAN ENERGY. THESE APPROACHES CAN MOBILIZE CAPITAL AND ALIGN STAKEHOLDERS FOR A FASTER ENERGY TRANSITION. FORM 990, PART III, LINE 4A Scaling solutions around the world: - RMI China accelerates a just and equitable decarbonization of the country's biggest carbon-producing sectors, offering in-depth technical expertise and solution-based implementation strategies to help China reach clean energy and emissions reduction target. - The Global South Program works on the ground to accelerate the energy transition, helping empower, connect, and elevate voices in Africa, Southeast Asia, the Caribbean, and beyond to develop the labor and skills needed to align with a 1.5C future. - RMI India supports the transformation of India's economy for a clean, thriving, and inclusive energy future, aligned with the country's bold ambition to achieve a net-zero economy by 2070. - The US Program raises the ambition and impact of US federal and state climate policy, helping create tangible examples to show that ambitious climate goals are not only possible but are economically and socially advantageous. - Urban Transformation helps cities implement and act on their climate plans to reduce emissions, enhance livability, increase resilience, and advance social equity. - Energy Transition "Super Team" brings together experts from across the institute to develop innovative and inclusive financial approaches to the transition to clean energy. These approaches can mobilize capital and align stakeholders for a faster energy transition. FORM 990, PART III, LINE 4B Decarbonizing Key Sectors: - Carbon-Free Buildings drives a climate-aligned, equitable transition of the global buildings sector by adopting a whole-systems approach for building decarbonization. We work to advance a zero-emissions global building sector that lowers housing cost burdens and improves housing quality, creating a safe and healthy built environment for all. - Carbon-Free Electricity works with partners to create and scale solutions that advance decarbonization objectives while maintaining energy reliability, improving energy access, advancing equity outcomes, and securing a just transition. We support US utilities in climate-aligned planning, support China's use of wind and solar to meet its growing electricity demand, and transform utility business models to support clean energy investment in the Global South. - Carbon-Free Transportation (formerly Carbon-Free Mobility) spearheads a rapid and equitable transition to a zero-emissions transportation future in India, China, the United States, and the Global South. Globally, our work will accelerate the electrification of two- and three-wheelers and trucks, and facilitate investment in equitable, future-ready EV infrastructure. - Climate-Aligned Industries engages with the public and private sectors to kick-start first-of-a-kind industrial projects that accelerate the deployment of clean energy worldwide. With partners, we leverage "hubs" to complete first-mover commercial scale projects, encourage the build-out of green hydrogen, and accelerate carbon dioxide removal projects. FORM 990, PART III, LINE 4C Applying Powerful Market Catalysts: - The Climate Finance Access Network helps developing countries secure and structure finance for climate investments, with a focus on Small Island Developing States (SIDS) and Least Developed Countries (LDCs) in Africa, the Pacific Islands, and the Caribbean. - Climate Intelligence makes emissions visible - improving access to timely, trustworthy data that can help drive climate-aligned decisions and transactions globally. - Climate-Aligned Finance partners with the finance community to build the infrastructure and solutions necessary to align the global finance sector's actions with equitable, concrete carbon reduction goals. We support emerging economies and developing countries to break down roadblocks to climate finance, and provide analysis to maximize US investments in the energy transition. - The Energy Transition Academy is a leadership, capacity, and workforce development platform for energy leaders around the world. It offers tools and services to advance projects, programs, and policies that will empower communities across the Global South to tackle climate challenges and seize clean energy opportunities. - Strategy Team (formerly Portfolio Impact Accelerator and Strategic Analysis and Engagement) maximizes RMI's impact by providing portfolio-level strategic insights and intelligence, both internally and externally, supporting strategic engagement with critical stakeholders, driving our organizational strategy planning process, and supporting Strategy Council decision making. - Third Derivative guides and supports the climate tech entrepreneurs who are solving the world's toughest climate challenges, connecting them with a vast and diverse network of experts, corporate partners, and investors to help these startups go to market faster, advance climate tech innovation, and achieve real climate impacts. FORM 990, PART III, LINE 4D Other RMI Initiatives - Influence Team (formerly Communications): As an audience-first, multi-channel storytelling force, RMI strategically communicates to its stakeholders, the media, and key decision-makers to change the course of climate change. Through partnerships, strategic communications, and multi-channel storytelling we influence global leaders to adopt and spread the message of the accelerating energy transition. - Zetro Energy (formerly Voyager) is a unique software tool that helps scale and disseminate zero-carbon building practices, technologies, business models, and finance requirements. FORM 990, PART VI, SECTION A, LINE 2 JULES KORTENHORST AND JON CREYTS HAVE A BUSINESS RELATIONSHIP AS THEY SERVE TOGETHER ON A SEPARATE BOARD. FORM 990, PART VI, SECTION A, LINE 4 THESE AMENDED AND RESTATED BYLAWS WERE APPROVED AND ADOPTED BY THE BOARD OF TRUSTEES OF THE CORPORATION ON 12 MAY 2023 TO MODIFY ARTICLE VII CONTRACTS, LOANS, AND DEPOSITS, SECTION 1, WHICH STATES THE CEO, GC, CFO, AND ANY MANAGING DIRECTOR OF THE CORPORATION ARE AUTHORIZED TO CONTRACT OR EXECUTE AND DELIVER ANY INSTRUMENT IN THE NAME OF AND ON BEHALF OF THE CORPORATION, AND SUCH AUTHORITY MAY BE GENERAL OR CONFINED TO SPECIFIC INSTANCES. SECTION 1 IS REVISED TO ALSO AUTHORIZE CERTAIN STAFF MEMBERS AS APPROVED BY THE CEO AND EITHER THE GC OR CFO TO ALSO CONTRACT OR EXECUTE AND DELIVER INSTRUMENTS ON BEHALF OF THE CORPORATION WHEN THE PRIMARY AUTHORIZED PERSONNEL DO NOT MEET REQUIREMENTS TO PERFORM THESE FUNCTIONS BECAUSE OF NON US LAWS OR REQUIREMENTS. FORM 990, PART VI, SECTION B, LINE 11B RMI'S REVIEW PROCESS FOR THE 990 FORM BEGINS WITH A FORMAL REVIEW BY MANAGEMENT. AFTER MANAGEMENT REVIEW, THE 990 WILL BE DISTRIBUTED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICER, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO UPDATE AND SUBMIT A SIGNED STATEMENT ANNUALLY THAT DISCLOSES ANY RELATIONSHIPS OR SITATIONS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. ALL CONFLICTS OF INTERESTS ARE REVIEWED BY THE CONTROLLER TO DETERMINE IF A CONFLICT EXISTS. IF A CONFLICT EXISTS APPROPRIATE ACTION IS TAKEN. FORM 990, PART VI, SECTION B, LINE 15A & 15B RMI HAS ENGAGED AN OUTSIDE COMPENSATION FIRM TO REVIEW COMPENSATION FOR ALL MANAGING DIRECTORS AND CHIEF OFFICERS, UPDATE BENCHMARKS, AND ENSURE COMPENSATION LEVELS ARE APPROPRIATELY COMPETITIVE. THIS REVIEW IS COMPLETED ANNUALLY IN JANUARY. RMI REGULARLY ENSURES NEW AND MODIFIED POSITIONS OF ALL LEVELS ARE APPROPRIATELY PRICED WITH REGARD TO SALARY AND BONUS, INCLUDING SENIOR LEVEL POSITIONS. THE PEOPLE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS ALL COMPENSATION PRACTICES, MARKET BENCHMARKS, AND VOTES ON FINAL COMPENSATION DECISIONS FOR ALL MANAGING DIRECTORS AND CHIEF OFFICERS. THE APPROVAL OF THE DECISION IS DOCUMENTED IN THE BOARD MEETING MINUTES AND THE DETAIL OF THE COMPENSATION CHANGES ARE DOCUMENTED IN THE HUMAN RESOURCES SYSTEM OF RECORD. FORM 990, PART VI, SECTION C, LINE 19 RMI'S ARTICLES OF INCORPORATION ARE OF PUBLIC RECORD WITH THE COLORADO SECRETARY OF STATE. ANNUAL REPORTS, IRS FORM 990, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE RMI WEBSITE (WWW.RMI.ORG). COPIES OF ANY POLICY, INCLUDING BYLAWS, ARE AVAILABLE UPON REQUEST. FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTANT FEES TOTAL FEES:14927502 FORM 990 PART IX LINE 11G DESCRIPTION:COMMUNICATIONS CONSULTANT FEES TOTAL FEES:1926991 FORM 990 PART IX LINE 11G DESCRIPTION:PAYROLL FEES TOTAL FEES:1461899 FORM 990 PART IX LINE 11G DESCRIPTION:MISCELLANEOUS FEES TOTAL FEES:472840 RMI INNOVATION CENTER LLC 2490 JUNCTION PLACE SUITE 200 BOULDER CO 80302 742244146 RMI MGMT CO 5349 13096302 N CANARY MEDIA 2490 JUNCTION PLACE SUITE 200 BOULDER CO 80301 862478288 JOURNALISM DE 501C3 Line 10 ROCKY MOUNTA true ROCKY MOUNTAIN INSTITUTE INTERNATIONAL 2490 JUNCTION PLACE SUITE 200 BOULDER CO 80301 473919461 RESEARCH CO 501C3 Line 12a, I ROCKY MOUNTA true MISSION POSSIBLE PARTNERSHIP (USA) INC 1750 PENNSYLVANIA AVENUE NW SUITE WASHINGTON DC 20006 872398379 DE-CARBON DE 501C3 Line 7 ROCKY MOUNTA true false true false true false false false false false false false true false true true true true false false MISSION POSSIBLE PARNTERSHIP B 796250 CASH MISSION POSSIBLE PARNTERSHIP D 2203750 CASH Canary Media D 2937867 CASH