2024-11-14T09:29:13-06:00 2023-12-31 561304727 BLACKMAN & SLOOP ADVISORS INC 1414 RALEIGH ROAD SUITE 300 CHAPEL HILL NC 27517 990 2023-01-01 521804051 ENVIRONMENTAL RESEARCH & EDUCATION FOUNDATION ENVI 9198616876 3301 BENSON DRIVE SUITE 101 RALEIGH NC 27609 BRYAN F STALEY PRESIDENT & CEO 9198616876 2024-11-13 1 0 DEETRA B WATSON P00534544 9199428700 2023 2024-10-15 13:58:12Z BRYAN F STALEY 3301 BENSON DRIVE SUITE 101 RALEIGH NC 27609 12643108 0 X WWW.EREFDN.ORG X 1992 DC TO ADVANCE SCIENTIFIC RESEARCH AND CREATE EDUCATIONAL PATHWAYS THAT ENABLE INNOVATION IN SUSTAINABLE WASTE MANAGEMENT PRACTICES. 20 19 22 175 0 0 6164002 8157532 215429 39704 376254 580568 -875603 -728518 5880082 8049286 1302011 1823492 0 0 1541679 1581976 0 0 3189874 1535546 3305168 4379236 6710636 1500846 1338650 13616417 15438533 1644770 1430772 11971647 14007761 X TO ADVANCE SCIENTIFIC RESEARCH AND CREATE EDUCATIONAL PATHWAYS THAT ENABLE INNOVATION IN SUSTAINABLE WASTE MANAGEMENT PRACTICES. 0 0 1332927 998129 0 RESEARCH PROJECTS - EACH YEAR EREF FUNDS AND OVERSEES RESEARCH PROJECTS RELATED TO A VARIETY OF WASTE MANAGEMENT TOPICS INCLUDING LANDFILL OPERATIONS, RECYCLING, AND SAFETY. 726250 379650 0 SCHOLARSHIPS - VARIOUS SCHOLARSHIPS ARE AWARDED ON AN ANNUAL BASIS TO MASTERS AND PHD LEVEL STUDENTS. 915995 445713 40576 DATA & POLICY PROGRAM - PROGRAM THAT AGGREGATES AND ANALYZES VARIOUS SOLID WASTE DATA AND PRODUCES REPORTS, ARTICLES, AND OTHER DELIVERABLES BASED ON THAT ANALYSIS FOR THE SOLID WASTE INDUSTRY. 329972 0 0 CONTINUING EDUCATION - VARIOUS PROGRAMS PROVIDING QUALITY AND TECHNICALLY BENEFICIAL ONLINE COURSES, LIVE WEBINARS, AND IN-PERSON REGIONAL SUMMITS FOR MEMBERS OF THE SOLID WASTE INDUSTRY. 329972 0 0 3305144 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 1 1 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 6 0 1 22 1 0 1 CA 0 0 0 1 1 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 0 0 X X BRYAN F STALEY 9198616876 3301 BENSON DR SUITE 101 RALEIGH NC 27609 PATRICK CARROLL IMMEDIATE PAST CHAIRMAN 1.00 X X 0 0 0 TARA HEMMER SECRETARY/TREASURER 1.00 X X 0 0 0 JAMES WALSH DIRECTOR 1.00 X 0 0 0 DEREK VEENHOF DIRECTOR 1.00 X 0 0 0 JOSEPH G URSUY DIRECTOR 1.00 X 0 0 0 MICHAEL SAVAGE DIRECTOR 1.00 X 0 0 0 HENRY SAINT BRIS DIRECTOR 1.00 X 0 0 0 PAUL R MITCHENER DIRECTOR 1.00 X 0 0 0 MICHAEL MCLAUGHLIN DIRECTOR 1.00 X 0 0 0 KRISTIN KINDER DIRECTOR 1.00 X 0 0 0 BRUCE WILSON DIRECTOR 1.00 X 0 0 0 SCOTT DOLS DIRECTOR 1.00 X 0 0 0 JOHN CASELLA DIRECTOR 1.00 X 0 0 0 BILL CAESAR DIRECTOR 1.00 X 0 0 0 JULIA ARAMBULA DIRECTOR 1.00 X 0 0 0 JULIA WATSFORD DIRECTOR 1.00 X 0 0 0 BRYAN F STALEY PRESIDENT & CEO 35.00 X X 370517 0 43697 JAMES M LITTLE VICE CHAIRMAN 1.00 X X 0 0 0 VEN POOLE CHAIRMAN 1.00 X X 0 0 0 PAUL STAUDER DIRECTOR 1.00 X 0 0 0 STEPHANIE HOLLOMON DIRECTOR OF ADMINISTRATION AND FINANCE 35.00 X 112630 0 10264 CAITLIN CONKLIN DIRECTOR OF ENGAGEMENT 35.00 X 116148 0 10190 SUZANNE BOXMAN DIRECTOR OF PROGRAMS 35.00 X 119299 0 25612 KYLE KUSTERER VP OF DEVELOPMENT 35.00 X 171201 0 36160 889795 0 125923 5 0 1 0 0 7161214 996318 2291389 8157532 CONTINUING EDUCATION 541700 39704 39704 39704 372668 372668 3907922 3700022 207900 207900 207900 164410 7161214 893800 -729390 -729390 MISCELLANEOUS REVENUE 541700 872 872 872 8049286 40576 0 -148822 1197237 1197237 372775 372775 253480 253480 537108 321599 37097 178412 835829 506126 57295 272408 122048 65672 8997 47379 86991 47380 7408 32203 11018 7693 2647 678 21000 14662 5046 1292 47929 47929 109742 76619 26369 6754 129658 125908 3750 37723 31975 1349 4399 104482 96603 1484 6395 100443 50344 7979 42120 145478 65678 5722 74078 57578 37337 3485 16756 7572 3227 510 3835 AUCTION EXPENSE 2431225 839 1401 2428985 FOOD & BEVERAGES 82910 20839 87 61984 BANK & CREDIT CARD FEES 11768 5377 813 5578 AUDIO & VIDEO SERVICES 6642 3774 2868 6710636 3305144 215618 3189874 1491402 0 268061 1925644 1213680 683994 56094 16092 112928 28877 49623 49623 0 0 6636136 8098459 3633159 4578259 204957 107208 13616417 15438533 569064 465402 868023 855200 207683 110170 1644770 1430772 X 6001734 7688449 5969913 6319312 11971647 14007761 13616417 15438533 1338650 697464 0 X X 0 1 X 1 0 X 2865091 2967267 3935209 6164002 8157532 24089101 2865091 2967267 3935209 6164002 8157532 24089101 2950174 21138927 226719 179809 346797 302660 372668 1428653 1725 872 2597 25520351 255133 0.82830 0.75930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4341616 475000 362301 70275 5108642 4899057 62500 -562366 57575 4341616 4402342 92500 452015 47800 4899057 3719153 255600 479589 52000 4402342 2989869 287250 471534 29500 3719153 0.00000 0.75530 0.24470 0 0 49623 49623 0 0 BONDS & DEBT OBLIGATIONS 4578259 F 4578259 RIGHT OF USE LEASE 110170 110170 9592621 697464 697464 8895157 47929 -893800 -845871 8049286 7556507 893800 893800 6662707 47929 47929 6710636 PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT DIRECT EXPENSES NETTED WITH REVENUE -893,800. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT DIRECT EXPENSES NETTED WITH REVENUE 893,800. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF 10 INDIVIDUAL FUNDS ESTABLISHED BY DONORS TO PROVIDE PERPETUAL FUNDING FOR SCHOLARSHIPS AND GENERAL OPERATIONS. 1 CANADA 0 0 GRANTS TO RECIPIENTS IN REGION 250980 UNITED KINGDOM 0 0 GRANTS TO RECIPIENTS IN REGION 2500 0 0 0 0 0 0 253480 0 253480 CANADA RESEARCH GRANT: CONTROLLED RELEASE STUDY- EMISSIONS 41250 0 CANADA RESEARCH GRANT: CONTROLLED RELEASE STUDY- EMISSIONS 205355 0 2 2 SCHOLARSHIPS CANADA 2 4375 ELECTRONIC FUND TRANSFER SCHOLARSHIPS UNITED KINGDOM 1 2500 ELECTRONIC FUND TRANSFER 0 0 0 0 0 0 PART I, LINE 2: SCHOLARSHIP GRANTS - STUDENTS SUBMIT APPLICATIONS TO THE ORGANIZATION FOR REVIEW. THE ORGANIZATION REVIEWS THE APPLICATIONS AND MAKES RECOMMENDATIONS TO THE BOARD. THE BOARD DETERMINES ALL SCHOLARSHIP AWARDS. SCHOLARSHIPS ARE ONLY AWARDED TO INDIVIDUALS PURSUING A MASTERS OR DOCTORAL DEGREE IN A FIELD DIRECTLY RELATED TO WASTE MANAGEMENT. SCHOLARSHIP GRANT RENEWALS ARE DEPENDENT UPON SATISFACTORY PROGRESS AS DETERMINED BY THE STUDENT'S ACADEMIC ADVISOR. ANNUAL AUCTION 6878804 6878804 38125 773558 GOLF TOURNAMANET 446820 282410 164410 34581 0 836 46700 7325624 7161214 164410 34581 38125 836 820258 893800 -729390 1 BRIDGER PHOTONICS INC 2310 UNIVERSITY WAY BLDG 4-4 BOZEMAN MT 59715 205926537 24990 0 RESEARCH GRANT - LF METHANE EMISSIONS QUANTIFICATION BUCKNELL UNIVERSITY ONE DENT DR LEWISBURG PA 17837 240772407 GOVERNMENT 143985 0 RESEARCH GRANT-CO-DIGESTION OF ORGANIC MSW TO FACILITATE DIVERSION FROM LF'S CHAMPIONX LLC 2445 TECHNOLOGY FOREST BLVD BUILDING 4 12TH FLOOR THE WOODLANDS TX 77381 361520480 LLC - C 60000 0 RESEARCH GRANT: CONTROLLED RELEASE STUDY- EMISSIONS CLARKSON UNIVERSITY 8 CLARKSON AVE POTSDAM NY 13699 150543659 501(C)(3) 14500 0 RESEARCH GRANT-INNOVATIVE TECHNOLOGIES TO TREAT PFAS IN LEACHATE COLORADO STATE UNIVERSITY 2002 CAMPUS DELIVERY FORT COLLINS CO 80523 846000545 GOVERNMENT 18543 0 RESEARCH GRANT - EMISSIONS FROM LANDFILL GAS FLORIDA STATE UNIVERSITY RESEARCH FOUNDATION 2000 LEVY AVE TALLAHASSEE FL 32310 593211153 501(C)(3) 17500 0 RESEARCH GRANT: CONTROLLED RELEASE STUDY- EMISSIONS MICHIGAN STATE UNIVERSITY 301 ADMINISTRATION BUILDING EAST LANSING MI 48824 386005984 GOVERNMENT 9153 0 REASEARCH GRANT - PACKAGING AND HOUSEHOLD FOOD WASTE INTERSECTIONS OREGON STATE UNIVERSITY 312 KERR ADMINISTRATION BUILDING CORVALLIS OR 97331 611730890 GOVERNMENT 121600 0 RESEARCH GRANT-AD OF FOOD WASTES USING MACHINE LEARNING APPROACH PURDUE UNIVERSITY 2550 NORTHWESTERN AVE WEST LAFAYETTE IN 47906 356002041 GOVERNMENT 10000 0 RESEARCH GRANT-COMPARISON OF FIELD MEASURE TO METHANE EMISSIONS AT MSW LF PURDUE UNIVERSITY 2550 NORTHWESTERN AVE WEST LAFAYETTE IN 47906 356002041 GOVERNMENT -14053 0 RESEARCH GRAND-REFUND RESEARCH FOUNDATION FOR SUNY PO BOX 9 ALBANY NY 122010009 141368361 501(C)(3) 14998 0 RESEARCH GRANT-RECYCLING BEHAVIOR IN URBAN MULTIFAMILY BUILDINGS SCS ENGINEERS 3900 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 540913440 S CORP 29925 0 RESEARCH GRANT: CONTROLLED RELEASE STUDY- EMISSIONS SEEKOPS INC 1205 SHELDON COVE SUITE 1A AUSTIN TX 78753 815208573 S CORP 32700 0 RESEARCH GRANT: CONTROLLED RELEASE STUDY- EMISSIONS THE OHIO STATE UNIVERSITY OFFICE OF SPONSORED PROGRAMS 1960 KENNY RD COLUMBUS OH 43210 316025986 GOVERNMENT 182400 0 RESEARCH GRANT-PERSISTENT HERBICIDES IN MSW COMPOSTS UNIVERSITY OF ILLINOIS 28395 NETWORK PLACE CHICAGO IL 606731283 376000511 GOVERNMENT 12000 0 RESEARCH GRANT-COMPARATIVE MICROBIOLOGY OF TYPICAL AND ETLF UNIVERSITY OF MAINE 2550 NORTHWESTERN AVE SUITE 1900 WEST LAFAYETTE IN 47906 016000769 GOVERNMENT 135000 0 RESEARCH GRANT-SPENT GRANULAR ACTIVATED CARBONS IN SWM FACILITIES UNIVERSITY OF MISSOURI 202 CENTENNIAL HALL ROLA MO 65409 436003859 GOVERNMENT 126000 0 RESEARCH GRANT-DECOMPOSITION OF PER- AND POLYFLUOROALKYL SUBSTANCES UNIVERSITY OF NEVADA 1644 N VIRGINIA ST RENO NV 89557 886000024 GOVERNMENT 149885 0 RESEARCH GRANT-SELECTIVE CARBON DIOXIDE CAPTURE AND CONVERSION FROM LFG UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 560791228 GOVERNMENT 89611 0 RESEARCH GRANT-DETERMINATION OF MICROPLASTICS COUNTS IN LEACHATE FROM US LF UNIVERSITY OF TEXAS-AUSTIN 3925 WEST BRAKER LANE SUITE 3340 AUSTIN TX 78759 746000203 GOVERNMENT 18500 0 RESEARCH GRANT-WASTEWATER AND TREATMENT BYPRODUCT 16 4 GENERAL SCHOLARSHIPS 27 278125 APICILLA SCHOLARSHIP 2 6250 DCA SCHOLARSHIP 2 5625 EVERGREEN SCHOLARSHIP 1 15000 FATJO SCHOLARSHIP 1 15000 FIESSENGER SCHOLARSHIP 1 15000 GMI SCHOLARSHIP 1 15000 POOLE/WASTE INDUSTRIES SCHOLARSHIP 2 13400 PTR SCHOLARSHIP 1 7500 SCS/STEARNS SCHOLARSHIP 1 1875 PART I, LINE 2: RESEARCH GRANTS - AN APPLICATION IS SUBMITTED BY A GRANTEE AND APPROVED BY THE BOARD. UPON APPROVAL A CONTRACT IS SIGNED BY THE GRANTEE. THE CONTRACT OUTLINES THE COST OF COMPLETING THE PROJECT. THE GRANTEE'S INVOICE THE ORGANIZATION AS THE PROJECT PROGRESSES. THE ORGANIZATION FOLLOWS UP REGULARLY WITH EACH GRANTEE TO CHECK ON THE STATUS. IF SATISFACTORY PROGRESS IS NOT BEING MADE THE ORGANIZATION STOPS MAKING GRANT PAYMENTS TO THE GRANTEE UNTIL THE ISSUES ARE SATISFIED. AT THE END OF THE PROJECT PRIOR TO FINAL PAYMENTS BEING MADE, THE GRANTEE SUBMITS A FINAL REPORT OF THE PROJECT WHICH INCLUDES THE FINDINGS OF THEIR RESEARCH. SCHOLARSHIP GRANTS - STUDENTS SUBMIT APPLICATIONS TO THE ORGANIZATION FOR REVIEW. THE ORGANIZATION REVIEWS THE APPLICATIONS AND MAKES RECOMMENDATIONS TO THE BOARD. THE BOARD DETERMINES ALL SCHOLARSHIP AWARDS. SCHOLARSHIPS ARE ONLY AWARDED TO INDIVIDUALS PURSUING A MASTERS OR DOCTORAL DEGREE IN A FIELD DIRECTLY RELATED TO WASTE MANAGEMENT. SCHOLARSHIP GRANT RENEWALS ARE DEPENDENT UPON SATISFACTORY PROGRESS AS DETERMINED BY THE STUDENT'S ACADEMIC ADVISOR. X X 0 0 0 1 0 0 0 1 0 BRYAN F STALEY PRESIDENT & CEO 370517 0 0 0 0 0 13728 0 29969 0 414214 0 0 0 KYLE KUSTERER VP OF DEVELOPMENT 171201 0 0 0 0 0 9085 0 27075 0 207361 0 0 0 PART I, LINE 5 THE ORGANIZATION HAS A LONG-TERM INCENTIVE PLAN IN PLACE WITH THE PRESIDENT AND CEO. THE PLAN INCLUDES A VARIETY OF MULTI-YEAR GOALS THAT ARE GROUPED IN 3 YEAR CYCLES AND ARE PAID BASED ON A SLIDING SCALE. THE DEFINED REVENUE TARGETS MUST BE AT LEAST 80% ACHIEVED TO QUALIFY FOR AN INCENTIVE PAYMENT. PART I, LINE 7 THE PRESIDENT AND CEO IS ELIGIBLE TO RECEIVE AN ANNUAL BONUS UP TO 30% OF BASE COMPENSATION. THE CRITERIA USED TO DETERMINE ANNUAL BONUS ELIGIBILITY IS BASED ON THE PRESIDENT AND CEO'S PERFORMANCE DURING THE YEAR BASED ON SUCCESSFUL MANAGEMENT OF THE ORGANIZATION AND THE ATTAINMENT OF ANNUAL GOALS. RECOMENDATIONS FOR AWARDING THE PRESIDENT AND CEO THE ANNUAL BONUS IS MADE BY THE BOARD CHAIRMAN, IN COORDINATION WITH THE COMPENSATION COMMITTEE, BASED ON THE ANNUAL PERFORMANCE EVALUATION OF THE PRESIDENT AND CEO. THE RECOMENDATIONS ARE THEN PRESENTED AND DETERMINED BY THE FULL BOARD. ONE REN LLC ENTITY MORE THAN 35% CONTROLLED BY CURRENT CHAIRMAN, VEN POOLE 100442 INTERESTED PERSON IS THE ORGANIZATION'S LANDLORD. FOR ALL OF 2022 THE ORGANIZATION LEASED OFFICE SPACE FROM THE INTERESTED PERSON. IN JULY 2019, THE ORGANIZATION RENEWED ITS LEASE WITH THE INTERESTED PERSON AND THE LEASE NOW HAS AN EXPIRATION DATE OF MARCH 31, 2025. VEN POOLE RECUSED HIMSELF FROM THE LEASE NEGOTIATION AND APPROVAL PROCESS. 0 X EQUIPMENT/MACHINERY 40 1437751 COMPARABLE SALES X BOOTH AND FURNISHINGS 1 743750 COMPARABLE SALES X EVENT TICKETS; TRIPS 31 88150 COMPARABLE SALES X MISCELLANEOUS (JERSEYS, WINE, ETC) 4 10156 COMPARABLE SALES X ELECTRONIC DEVICES 3 7140 COMPARABLE SALES 0 0 1 PART I, LINE 32B: THE ORGANIZATION USES A THIRD PARTY TO CONDUCT A PORTION OF ITS ANNUAL AUCTION EVENT WHERE NON-CASH CONTRIBUTIONS ARE SOLD. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS REVIEWED BY MANAGEMENT AND THEN ELECTRONICALLY PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND DIRECTORS ARE REQUIRED TO REVIEW AND AGREE TO THE CONFLICT OF INTEREST POLICY BIANNUALLY. EACH OFFICER AND DIRECTOR SIGN A TERM STATEMENT ACKNOWLEDGING THE FOLLOWING: - THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY. - THEY HAVE READ AND UNDERSTAND THE CONFLICT OF INTEREST POLICY. - THEY AGREE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. - THEY UNDERSTAND THAT THE ORGANIZATION IS A PUBLIC CHARITY AND MUST PRIMARILY ENGAGE IN ACTIVITIES THAT ACCOMPLISH ITS TAX-EXEMPT PURPOSE. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY, THE CHAIRMAN AND COMPENSATION COMMITTEE CONDUCTS A COMPLETE PERFORMANCE EVALUATION OF THE PRESIDENT AND CEO. THIS EVALUATION INCLUDES A REVIEW OF VARIOUS TOPICS RELATED TO THE PRESIDENT AND CEO'S MANAGEMENT OF THE ORGANIZATION, INCLUDING, BUT NOT LIMITED TO THE FOLLOWING: 1. FISCAL MANAGEMENT OF THE ORGANIZATION 2. RAISING AWARENESS OF/EVANGELIZING THE ORGANIZATION'S MISSION 3. ENSURING PROGRAM DELIVERABLES ARE USED AND RELIED UPON 4. MAINTAINING EXISTING DONOR BASE AND GROWING NEW DONORS 5. FUNDRAISING 6. VARIOUS PROGRAM RELATED GOALS ANNUAL ADJUSTMENTS TO THE PRESIDENT AND CEO'S BASE COMPENSATION ARE BASED ON THE ANNUAL PERFORMANCE REVIEW, ATTAINMENT OF ANNUAL GOALS, BOARD DISCUSSION, AND COST OF LIVING ADJUSTMENTS. RECOMMENDED CHANGES TO THE PRESIDENT AND CEO'S BASE COMPENSATION IS PRESENTED TO THE FULL BOARD BY THE CHAIRMAN AND COMPENSATION COMMITTEE AND IS APPROVED BY THE FULL BOARD. A COMPENSATION SURVEY WAS CONDUCTED BY AN INDEPENDENT FIRM IN 2023. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S WEBSITE CONTAINS ITS PREVIOUSLY FILED FORM 990'S AND ITS PRIOR AUDITED FINANCIAL STATEMENTS. THE ORGANIZATION'S FORM 1023 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON ITS WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE COMMITTEE'S PROCESS FOR OVERSEEING THE AUDIT HAS NOT CHANGED FROM PRIOR YEARS. ENVIRONMENTAL RESEARCH AND EDUCATION FOUNDATION OF CANADA 22 ADELAIDE ST W SUITE 3400 TORONTO ONTARIO CA M5H4E3 FUND/DIRECT SCIENTIFIC RESEARCH AND EDUCATION FOR WASTE MANAGEMENT CA 501(C)(3) ENRIVRONMENTAL RESEARCH & EDUCATION FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0