2025-09-09T13:28:27-05:00 2024-12-31 010523282 Berry Dunn McNeil & Parker LLC 1000 Elm Street 4th Floor Manchester NH 03101 990 2024-01-01 861119361 Green Building Initiative Inc GREE 5032740448 PO Box 80010 Portland OR 97280 Vicki Worden President & CEO 5032740448 2025-09-08 1 1 Melissa Magoon CPA P01712842 6036697337 2025-09-08 2024 2025-03-06 01:10:19Z Vicki Worden PO Box 80010 Portland OR 97280 10922932 0 X www.thegbi.org X 2004 OR To improve the built environment's impact on climate and society. 16 16 26 67 0 0 288417 282850 6629715 10098791 376217 541291 0 0 7294349 10922932 5000 5000 0 0 2552897 3214851 0 0 237813 3755655 5363655 6313552 8583506 980797 2339426 11820853 14146047 3088088 2927735 8732765 11218312 X To improve the built environment's impact on climate and society. We deliver education, standards, assessments, and certifications through an inclusive and global community. 0 0 6543783 5000 10098791 GBI educates its community on green building practices through programs that encourage sustainable, healthy, and resilient features and operational practices in commercial and multifamily buildings.Additionally, GBI supports federal high performance building requirements through custom assessment programs, such as the Guiding Principles Compliance programs for new construction and existing buildings. Through its Journey to Net Zero program, GBI provides building owners with a transparent process to evaluate renewable energy strategies, See Schedule O.and their impact on energy and carbon emission reduction strategies toward the goal of reaching net zero.To help promote and enhance green building education and the adoption of best practices, GBI has created the following credentialing programs: Green Globes Emerging Professional (GGEP), Green Globes Professional (GGP), Green Globes Fellow (GGF), Green Globes Assessor (GGA), Guiding Principles Compliance Professional (GPCP), and Guiding Principles Compliance Fellow (GPCF).GBI is a thought leader on sustainability, health and wellness, resilience, ESG, and Net Zero objectives related to buildings. As such, GBI partners and collaborates with NGOs, government, corporations, and allied organizations in the pursuit of global environmental objectives.GBI's Board of Directors strives to promote transparency in its governance practices as it does in the development of its rating systems, where GBI follows ANSI-approved procedures for consensus, balance, openness, and due process. To request information or provide input on GBI's governance, rating system development, online tools or consensus processes, send inquires to info@thegbi.org. 6543783 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 44 0 1 26 1 0 1 CA 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR MA CA NY X Vicki Worden 5032740448 PO Box 80010 Portland OR 97280 Tim Thiel Chair 1.00 0.00 X X 0 0 0 Alison Hoagland Chair Elect 1.00 0.00 X X 0 0 0 Amlan Mukherjee Immediate Past Chair 1.00 0.00 X X 0 0 0 Luis Perez-Soto Treasurer 1.00 0.00 X X 0 0 0 Meagan Sykes Secretary 1.00 0.00 X X 0 0 0 Keely Felton Board Member 1.00 0.00 X 0 0 0 Cons Gattuso Board Member 1.00 0.00 X 0 0 0 Dain Hansen Board Member 1.00 0.00 X 0 0 0 John Lister Chair, Gov. Engagement Committee 1.00 0.00 X 0 0 0 Randy Mortensen Board Member 1.00 0.00 X 0 0 0 Brenda Steinhauer Board Member 1.00 0.00 X 0 0 0 Sumayyah Theron Board Member 1.00 0.00 X 0 0 0 Douglas Tucker Chair, Performance & Tool Dev 1.00 0.00 X 0 0 0 Simon Turner Chair, Nominating & Gov. Com. 1.00 0.00 X 0 0 0 Laura Unrein Board Member 1.00 0.00 X 0 0 0 Robin Yochum Board Member 1.00 0.00 X 0 0 0 Vicki Worden President & CEO 40.00 0.00 X 481946 0 54627 Jenna Middaugh Sr. Vice President 40.00 0.00 X 218857 0 26714 Nilesh Bansal VP, Bldg & Program Innovation 40.00 0.00 X 165545 0 9348 Sara Rademacher VP, Programs & Ops 40.00 0.00 X 157356 0 21420 Megan Baker VP, Engagement 40.00 0.00 X 153473 0 24289 Tori Yattaw Assoc. VP, Finance & Administration 40.00 0.00 X 133404 0 20013 1310581 0 156411 8 0 1 0 D Johnson Architect LLC 1381 Pioneer Circle Watkinsville GA 30677 Assessor 704889 Efficient Green LLC PO Box 217 Hoschton GA 30548 Assessor 547416 Barbara AW Clarke Architect 125 Maple Lane West Chester PA 19382 Assessor 479950 Wise Built LLC 2426 NW 37th Terrace Gainesville FL 32605 Assessor 349960 Buchalter 805 SW Broadway Suite 1500 Portland OR 97205 Legal Services 300357 11 253350 22500 7000 282850 Building Certification 541900 9135215 9135215 Software Registration 533110 871249 871249 Professional Training 611430 85839 85839 Advisory Services 541900 5000 5000 Other Revenue 541900 1488 1488 10098791 541291 541291 10922932 10098791 0 541291 X 5000 5000 536573 375829 121951 38793 2250219 1629482 451422 169315 61824 25830 33543 2451 163828 99304 55226 9298 202407 141901 46912 13594 352416 96 352320 33100 33100 12039 12039 3299309 3213848 83393 2068 620270 604883 15387 1643 1643 424183 83702 340186 295 104248 103446 802 161674 161674 28776 28776 Other 260781 81502 177280 1999 Staff Development 49692 119 49573 ANSI Expense 8435 8435 Plaques 7089 7089 8583506 6543783 1801910 237813 0 0 8923651 11035336 93225 159009 1926220 2062302 777815 720994 99942 168406 11820853 14146047 404944 509872 2619311 2306574 63833 111289 3088088 2927735 X 8701934 11218312 30831 0 8732765 11218312 11820853 14146047 2339426 146121 0 X 0 1 X 1 0 X 302021 279300 288730 288417 282850 1441318 4622173 6911573 6009575 6629715 10098791 34271827 4924194 7190873 6298305 6918132 10381641 35713145 0 46007 46007 46007 46007 35667138 18418 28964 116772 376217 541291 1081662 18418 28964 116772 376217 541291 1081662 1750 1750 4944362 7219837 6415077 7294349 10922932 36796557 0.96930 0.97650 0.02940 0.02170 X Schedule A, Part III, Line 12, Explanation of Other Income: Miscellaneous - 2020 Amount: $ 1,750. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 8583506 8583506 579175 144794 0 0 389122 408008 465678 579175 1841983 2762975 97281 102002 116420 144794 460497 690746 0 Deferred Compensation 99167 Due to Related Party 12122 111289 X Part X, Line 2: GBI is exempt from income taxes under Internal Revenue Code (the Code) Section 501(c)(3) to operate as a not-for-profit. GBI has also been classified a public charity under Section 509(a). GB Initiative Canada has been established as a tax-exempt membership corporation under the Canadian Not-for-Profit Corporations Act. Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Topic 740, Income Taxes, establishes financial accounting and disclosure requirements for measurement of tax positions taken or expected to be taken. Management has reviewed the tax provisions for the Organization under FASB ASC Topic 740 and determined it did not have a material impact on the consolidated financial statements. North America - Canada and Mexico, 0 0 Investment in Foreign Non-Profit Subsidiary 197840 Middle East and North Africa 0 0 Assessment 16997 0 0 0 0 0 0 214837 0 214837 1 0 1 0 0 0 X X X X X X 0 1 0 1 0 0 0 1 0 Vicki Worden President & CEO 295909 0 166037 0 20000 0 33350 0 21277 0 536573 0 0 0 Jenna Middaugh Sr. Vice President 165057 0 43800 0 10000 0 17914 0 8800 0 245571 0 0 0 Sara Rademacher VP, Programs & Ops 127481 0 29875 0 0 0 4946 0 16474 0 178776 0 0 0 Megan Baker VP, Engagement 123598 0 29875 0 0 0 4122 0 20167 0 177762 0 0 0 Nilesh Bansal VP, Bldg & Program Innovation 151295 0 14250 0 0 0 602 0 8746 0 174893 0 0 0 Tori Yattaw Assoc. VP, Finance & Administration 108404 0 25000 0 0 0 4200 0 15813 0 153417 0 0 0 Part I, Line 4b Vicki Worden, President & CEO, and Jenna Middaugh, Sr. Vice President, participated in a nonqualified retirement plan. During 2024, contributions to this plan were $23,000 for Vicki Worden and $11,500 for Jenna Middaugh. Part I, Line 5 The organization offers organization-wide quarterly bonuses and year-end bonuses dependent upon hitting the organization's revenue goals. Part I, Line 7 The President and CEO is awarded an annual bonus based on achieving certain programmatic benchmarks. Jenna Middaugh, Sr. Vice President, Sara Rademacher, VP Programs and Ops, Megan Baker, VP Engagement, Nilesh Bansal, VP, Bldg & Program Innovation and Tori Yattaw, VP, Finance & Admin received bonuses as part of an association-wide bonus plan as well as for exceeding organizational performance objectives plus individual achievements. Marston Design Studio Company owned by Former Board Member, Donald Martin 145214 Assessor 0 Form 990, Part VI, Section A, line 4 The Eighth Amended & Restated Bylaws of the Green Building Initiative were approved by the Board of Directors on April 22, 2024. This revision had the following effects: - Reallocated the responsibility to provide oversight on issues of indemnification and risk mitigation from the Nominations & Governance Committee to the Executive Committee. - Renamed the Standards Committee as the Standards & Rules Committee, reinforcing the committee's ability to enforce the Code of Conduct and other organization-wide policies. - Removed specific references to minimum dollar values for organizational membership, individual membership, and the Building Industry Advisory Council in favor of referencing the then-current information available on the GBI website. Form 990, Part VI, Section A, line 6 Green Building Initiative has been established as a nonprofit membership corporation. Form 990, Part VI, Section A, line 7a Organizational members have the ability to vote on the slate of Board members, officers, and Executive Committee. Form 990, Part VI, Section B, line 11b A complete copy of the organization's Form 990, as filed with the Internal Revenue Service, is provided to each member of the organization's Board of Directors prior to its filing with the Service. The organization's Finance and Audit Committee, comprised solely of independent members of the Board of Directors, reviews the Form 990 in detail prior to its filing with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c The organization requests annually that each member of the Board of Directors reaffirm their compliance with the organization's conflict of interest policies in writing. Form 990, Part VI, Section B, line 15a The compensation of the President and CEO was based on a market analysis performed by an independent executive search firm. The compensation package was approved by the Executive Committee of the Board of Directors and documented in writing. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and whistleblower policy available to the public on its website. The organization makes its financial statements available to the public upon request. Form 990, Part IX, line 11g Program and outreach consultants: Program service expenses 410,015. Management and general expenses 83,393. Fundraising expenses 2,068. Total expenses 495,476. Contracted assessors services: Program service expenses 2,803,833. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,803,833. GB Initiative Canada 67 Oak Street McAdam NB CA Promote edu., standards, assessments and cert./sustainable buildings. CA Green Building Initiative Inc 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0