2024-11-06T16:48:47-07:00 2023-12-31 990 2023-01-01 860767843 SONORA ENVIRONMENTAL RESEARCH INSTITUTE INC SONO 5203219488 3202 E Grant Road Tucson AZ 85716 Ann Marie Wolf President 5203219488 2024-11-05 1 2023 2024-10-15 13:58:12Z SERI Ann Marie Wolf 3202 E Grant Road Tucson AZ 85716 1083455 0 X www.seriaz.org X 1994 AZ Our mission is to partner with low-income and minority communities throughout the southwest to protect the environment and improve community health. 3 3 10 23 0 0 718061 1050482 81486 32878 325 95 0 0 799872 1083455 273493 537487 0 0 374045 440088 0 0 0 122025 131261 769563 1108836 30309 -25381 218654 191465 49017 47209 169637 144256 X We work to create a sustainable world where there is environmental justice and opportunity for all people regardless of economic, ethnic, nationality or gender status. The communities in which we live and work have been disproportionately affected by pollution in the past and present and unless things change will be so in the future, especially as human-made global warming impacts the climate. These communities have the fewest resources to address the issues that affect their families and homes. We provide assistance and conduct research to create the capacity necessary to address these problems. 1 0 430380 0 7015 Community Assist of Southern Arizona - conducting education, outreach, home visits and healthy homes interventions in low-income housing and conducted community participatory research. The service area is southern Arizona. Installed over 1,400 smoke and carbon monoxide alarms serving over 800 individuals. conducted over 76 outreach events to over 5,000 community members. Referred over 25 families to childhood lead poisoning prevention programs. Conducted healthy homes assessments in 380 households serving over 900 individuals. Conducted a rain precipitation study with 168 households. Provided loans for home repair to 30 households. Conducted outreach and education on fair housing. 266630 54292 23285 Installed 19 rainwater harvesting systems through SERI's Low-Income Rainwater Harvesting Grant and Loan Program, installed 61 high-efficiency clothes washers and conducted over 30 rainwater and gray water harvesting workshops throughout the community. Attended community events and educated public on rainwater harvesting. Service area is metropolitan Tucson, Arizona. 100731 0 0 Business assistance program for businesses. Development of new training materials for businesses to reduce their use of volatile organic compounds. Visited 84 businesses, conducted assessments and provided education material and supplies to reduce use of volatile organic compounds. Developed online resources for small business. 311095 232060 2578 Provided grants for energy efficient upgrades including installations of 13 rooftop solar systems and Energy Star(R) Appliances for 82 households, and energy efficiency upgrades in 13 homes. 311095 232060 2578 1108836 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 10 1 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Ann Marie Wolf 5203219488 SERI 3202 E Grant Road Tucson AZ 85716 Ann Marie Wolf President 50 0 X X X 8620 0 0 Anna H Spitz Secretary/Treasurer 10 0 X X 0 0 0 Daniel W Uthe Director 0.5 0 X 0 0 0 8620 0 0 0 0 0 0 Technicians for Sustainability 1050 E 19th St Tucson AZ 85719 Install rooftop solar systems for grant and loan program 103808 1 0 0 0 0 1002641 47841 0 1050482 Rainwater Harvesting Rebates 900099 14669 14669 0 0 Energy Efficiency Appliances Rebates 900099 2790 2790 0 0 Rainwater Harvesting Loan Payments 900099 8616 8616 0 0 Home Repair Loan Payments 900099 6803 6803 0 0 0 0 0 0 32878 95 95 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1083455 32973 0 0 91119 91119 446368 446368 0 0 0 0 8620 8620 0 0 0 0 0 0 364171 357583 6588 0 0 0 0 0 39384 38803 581 0 27913 27411 502 0 0 0 0 0 0 0 0 0 4895 0 4895 0 0 0 0 0 0 0 0 0 0 0 230 230 0 0 52720 52720 0 0 7761 2506 5255 0 11045 3922 7123 0 0 0 0 0 14321 0 14321 0 10783 8725 2058 0 0 0 0 0 1125 1125 0 0 0 0 0 0 0 0 0 0 11397 0 11397 0 9754 4446 5308 0 Printing 6996 6996 0 0 Fees and Dues 159 0 159 0 Training 75 75 0 0 Allocation of Indirect Costs 0 58187 -58187 0 1108836 1108836 0 0 143543 52579 551 554 43041 70816 3475 30852 0 0 0 0 8662 25690 19373 10974 0 0 9 0 0 0 0 0 0 0 0 0 0 218654 191465 14689 14881 0 0 0 0 0 0 0 0 34328 32328 0 0 0 0 0 0 49017 47209 X 32000 43250 137637 101006 169637 144256 218654 191465 -25381 0 0 0 0 0 X 0 0 0 X 424331 342206 611214 718061 1021259 3117071 0 0 0 0 0 0 0 0 0 0 424331 342206 611214 718061 1021259 3117071 32011 3085060 213 196 50 325 95 879 0 0 0 0 0 97360 39394 30382 81486 32878 281500 3399450 0 0.90752 0.86250 X Schedule A, Part II, Line 10 Rainwater harvesting rebates of $14,669, appliance rebates of $2,790, rainwater harvesting loan payments of $8,616, and home repair loan payments of $6,803. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X Schedule D, Part X, Line 2 Organization is required to recognize, measure, classify, and disclose in the financial statements any uncertain tax positions taken or expected to be taken in the organization's tax returns. Management has determine that the organization does not have any uncertain tax positions and associated unrecognized benefits that materially impact the financial statements or related disclosures. 1 University of Arizona Sponsored Projects & Contracting Services PO Box 41867 Tucson AZ 85717 742652689 State Agency 91119 0 Actual The University of Arizona is a subgrantee on SERI's Department of Housing and Urban Development Healthy Homes Technical Studies Grant. They conduct household surveys, data analysis and report writing. 1 0 Supplies and educational material to businesses to help reduce use of Volatile Organic Compounds 84 14139 0 Actual Installed gutters, cisterns and earthworks for rainwater harvesting through grant and loan program. 57 109238 0 Actual Energy efficiency upgrades - applied elastomeric reflective roof coating and replaced windows at homes 51 19918 0 Actual Installed nonslip bath mats and smoke and CO alarms at homes. 800 38200 0 Actual Assisted with Installation of rooftop solar systems to reduce energy use through grant and loan program. 39 103808 0 Actual Assisted with purchase of Energy Star(R) appliances through grant and loan program. 183 180333 0 Actual Provided rain gauges to households to households for rain precipitation study 504 7850 0 Actual Schedule I, Part I, Line 2 The organization has an extensive training program for staff on grant management and the proper purpose of each grant. The organization maintains records to substantiate amounts, eligibility and selection criteria used for grants and tracks statistics and costs for each grant and each purpose. At least quarterly the organization compiles statistics and the Board reviews the activities of the organization and verifies that the grants are being used for the proper purposes and are not otherwise being diverted from their intended use. Anna Spitz Board Member Payroll X 9000 5000 0 1 0 Ann Marie Wolf Board Member Payroll X 3000 2000 0 1 0 Ann Marie Wolf Board Member Payroll X 4000 4000 0 1 0 Ann Marie Wolf Board Member Payroll X 3000 3000 0 1 0 Ann Marie Wolf Board Member Payroll and Supplies X 7328 7328 0 1 0 Ann Marie Wolf Board Member Payroll X 11000 11000 0 1 0 32328 Form 990, Part III, Line 2 We expanding our energy efficiency program and developed a grant and loan program for low-income households for energy efficiency upgrades including Energy Star(R) appliances, elastomeric roof coatings, new windows and doors, rooftop solar systems, and other energy efficiency upgrades. Form 990, Part VI, Section B, Line 11b The Form 990 is prepared by the President and reviewed internally by the Secretary/Treasurer before it is filed with the IRS. Form 990, Part VI, Section B, Line 12c All officers, directors and employees are required to sign a conflict of interest form prior to their official association with the organization. All real or perceived conflicts of interest will be brought to the attention of the level of the President for consideration, resolution and direction. No employee, officer or agent shall participate in the selection, award, or administration of a contract supported by federal, state or local funds if a real or apparent conflict of interest would be involved. Form 990, Part VI, Section C, Line 19 The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request during normal working hours at the organization's office. The organization's conflict of interest policy is also available on the organization's website. We filed a Form 8868 and received an extension to 11/15/2024.