2025-10-07T17:06:44-07:00 2024-12-31 990 2024-01-01 860767843 SONORA ENVIRONMENTAL RESEARCH INSTITUTE INC SONO 5203219488 3202 E Grant Road Tucson AZ 85716 Ann Marie Wolf President 5203219488 2025-10-06 1 2024 2025-03-06 01:10:19Z SERI Ann Marie Wolf 3202 E Grant Road Tucson AZ 85716 1136510 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 9 40 0 0 1050482 1055363 32878 81141 95 6 0 0 1083455 1136510 537487 392021 0 0 440088 470911 0 0 0 131261 172616 1108836 1035548 -25381 100962 191465 285157 47209 39939 144256 245218 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. 0 0 739676 245898 28555 Community Assist of Southern Arizona - conducting education, outreach, home visits and healthy homes interventions in low-income housing and conducted community participatory research. Conducted over 150 outreach events to over 10,000 community members. Referred over 25 families to childhood lead poisoning prevention programs. Conducted healthy homes assessments in 400 households serving over 2,000 individuals. Conducted over 80 home visits to over 300 individuals. Conducted outreach and education on fair housing. Provided rooftop solar systems to 4 low-income households. Provided energy efficiency upgrades to 22 households. 259067 141025 52586 Installed 44 rainwater harvesting systems through SERI's Low-Income Rainwater Harvesting Grant and Loan Program, installed 42 high-efficiency clothes washers and conducted over 15 rainwater and gray water harvesting workshops throughout the community. Attended community events and educated public on rainwater harvesting. Service area is metropolitan Tucson, Arizona. 36805 5099 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. 0 0 0 1035548 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 7 0 1 9 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 30700 0 0 Anna H Spitz Secretary/Treasurer 20 0 X X 0 0 0 Daniel W Uthe Director 0.5 0.5 X 0 0 0 30700 0 0 0 0 0 0 0 0 0 0 0 994170 61193 0 1055363 Rainwater Harvesting Rebates 900099 43135 43135 0 0 Energy Efficiency Appliance Rebates 900099 3940 3940 0 0 Water Conservation Loan Payments 900099 9452 9452 0 0 Home Repair Loan Payments 900099 24614 24614 0 0 0 0 0 0 81141 6 6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1136510 81147 0 0 101484 101484 290537 290537 0 0 0 0 30700 30700 0 0 0 0 0 0 364728 364728 0 0 0 0 0 0 45518 45518 0 0 29965 29965 0 0 0 0 0 0 0 0 0 0 3307 0 3307 0 0 0 0 0 0 0 0 0 0 0 11453 11348 105 0 70984 70984 0 0 13026 5421 7605 0 16268 8497 7771 0 0 0 0 0 15566 0 15566 0 17835 17050 785 0 0 0 0 0 1690 1690 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10692 5329 5363 0 Printing 9602 9602 0 0 Training 2027 2027 0 0 Fees and Dues 166 0 166 0 Allocation of Indirect Costs 0 40668 -40668 0 1035548 1035548 0 0 52579 192811 554 554 70816 0 30852 24195 0 0 0 0 25690 65944 10974 1653 0 0 0 0 0 0 0 0 0 0 0 191465 285157 14881 14611 0 0 0 0 0 0 0 0 32328 25328 0 0 0 0 0 0 47209 39939 X 43250 65944 101006 179274 144256 245218 191465 285157 100962 0 0 0 0 0 X 0 0 0 X 342206 611214 718061 1021259 1055363 3748103 0 0 0 0 0 0 0 0 342206 611214 718061 1021259 1055363 3748103 19819 3728284 196 50 325 95 6 672 0 0 0 0 0 0 39394 30382 81486 32878 81141 265281 4014056 0 0.92881 0.90752 X Schedule A, Part II, Line 10 Rainwater harvesting rebates of $43,135, appliance rebates of $3,940, rainwater harvesting loan payments of $9,452, and home repair loan payments of $24,614. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 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 101484 0 Actual The University of Arizona was a subgrantee on SERI's Department of Housing and Urban Development Healthy Homes Technical Studies Grant. They conducted household surveys, data analysis and report writing. 1 0 Installed gutters, cisterns and earthworks for rainwater harvesting through grant and loan program 233 0 82635 Actual Gutters, cisterns, earthworks, plants Assisted with purchase of Energy Star(R) appliances through grant and loan program 63 0 49859 Actual Energy Star(R) appliances Assisted with purchase of high efficiency clothes washers through grant and loan program 105 0 39449 Actual High efficiency clothes washers Installed of rooftop solar systems to reduce energy use through grant and loan program 10 0 37565 Actual Rooftop solar systems Gift Cards for participants in precipitation study and community champions 388 0 24651 Actual Gift cards Assisted with home repairs through grant and loan program 55 0 15917 Elastomeric reflective roof coating, new windows, new doors, bathroom repair Installed nonslip bath mats and smoke and CO alarms 270 0 14064 Actual Bath mats and CO and smoke alarms Provided energy efficiency kits to households 338 0 13543 Actual Energy Efficiency Kits Replaced lead containing cookware 258 0 7755 Actual Lead free cookware Supplies and educational material to businesses to help reduce use of Volatile Organic Compounds 17 0 5099 Actual Pamphlets, books and flyers, air purifiers, fans, reusable sprayers, oil collectors 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. 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 X 11000 11000 0 1 0 Ann Marie Wolf Board Member Payroll and Supplies X 7328 7328 0 1 0 25328 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 for a six month extension, which was accepted on 4/15/25.