Civic Intelligence

Us Sif Foundation Ltd.

990 • Fiscal year 2022 • EIN 22-2989704

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

1660 L Street NW 306Washington, DC 20036

(202) 872-5361

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

78th percentile

0.35x

Higher debt load relative to assets than 78% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

84th percentile

0.67x

Higher debt load relative to revenue than 84% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

46th percentile

4.8%

Higher net margin than 46% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

94th percentile

$276,886

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 35.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

73rd percentile

30%

Faster revenue growth than 73% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$1,527,208

Up $238,089 (+18%) from 2021

Net Assets

Up

$996,485

Up $38,093 (+4.0%) from 2021

Liabilities

Up

$530,723

Up $199,996 (+60%) from 2021

Revenue

Up

$790,227

Up $183,053 (+30%) from 2021

Expenses

Up

$752,134

Up $183,652 (+32%) from 2021

Net Income

Down

$38,093

Down $599 (-1.5%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $430,020Liabilities 2011: $36,056Net Assets 2011: $393,9642011Assets 2012: $149,364Liabilities 2012: $76,298Net Assets 2012: $73,0662012Assets 2013: $140,393Liabilities 2013: $55,833Net Assets 2013: $84,5602013Assets 2014: $368,937Liabilities 2014: $223,761Net Assets 2014: $145,1762014Assets 2015: $380,055Liabilities 2015: $234,719Net Assets 2015: $145,3362015Assets 2016: $529,471Liabilities 2016: $149,772Net Assets 2016: $379,6992016Assets 2017: $718,463Liabilities 2017: $176,304Net Assets 2017: $542,1592017Assets 2018: $719,643Liabilities 2018: $120,802Net Assets 2018: $598,8412018Assets 2019: $920,875Liabilities 2019: $90,331Net Assets 2019: $830,5442019Assets 2020: $1,174,986Liabilities 2020: $255,286Net Assets 2020: $919,7002020Assets 2021: $1,289,119Liabilities 2021: $330,727Net Assets 2021: $958,3922021Assets 2022: $1,527,208Liabilities 2022: $530,723Net Assets 2022: $996,4852022Assets 2023: $1,556,839Liabilities 2023: $293,478Net Assets 2023: $1,263,3612023Assets 2024: $1,228,513Liabilities 2024: $149,294Net Assets 2024: $1,079,2192024

Highlighted filing

2022

Assets$1,527,208
Liabilities$530,723
Net Assets$996,485

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $291,4652011Expenses 2012: $593,3542012Revenue 2013: $495,128Expenses 2013: $483,634Net Income 2013: $11,4942013Revenue 2014: $662,371Expenses 2014: $601,755Net Income 2014: $60,6162014Revenue 2015: $487,446Expenses 2015: $487,286Net Income 2015: $1602015Revenue 2016: $811,187Expenses 2016: $576,824Net Income 2016: $234,3632016Revenue 2017: $579,998Expenses 2017: $417,538Net Income 2017: $162,4602017Revenue 2018: $699,414Expenses 2018: $642,732Net Income 2018: $56,6822018Revenue 2019: $831,440Expenses 2019: $599,737Net Income 2019: $231,7032019Revenue 2020: $873,018Expenses 2020: $783,862Net Income 2020: $89,1562020Revenue 2021: $607,174Expenses 2021: $568,482Net Income 2021: $38,6922021Revenue 2022: $790,227Expenses 2022: $752,134Net Income 2022: $38,0932022Revenue 2023: $890,399Expenses 2023: $623,523Net Income 2023: $266,8762023Revenue 2024: $502,062Expenses 2024: $686,204Net Income 2024: -$184,1422024

Highlighted filing

2022

Revenue$790,227
Expenses$752,134
Net Income$38,093
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$790,227
Mission and Program Overview

Mission

The us sif foundation's mission is to rapidly shift investment practices towards sustainability, focusing on long-term investment and the generation of positive social and environmental impacts. It undertakes educational, research and programmatic activities in support of us sif: the forum for sustainable and responsible investment, its sole member.

Educational, research, and programmatic activities in support of us sif.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,281,608$1,509,201▲ $227,593
Accounts Receivable$7,511$12,617▲ $5,106
Cash and Non-Interest-Bearing Accounts-$5,390-
Total Assets$1,289,119$1,527,208▲ $238,089
Liabilities
Other Liabilities$325,480$524,256▲ $198,776
Accounts Payable and Accrued Expenses$5,247$6,467▲ $1,220
Total Liabilities$330,727$530,723▲ $199,996
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$858,392$896,485▲ $38,093
Net Assets With Donor Restrictions$100,000$100,000→ $0
Total Net Assets Fund Balance$958,392$996,485▲ $38,093
Total Liabilities and Net Assets / Fund Balance$1,289,119$1,527,208▲ $238,089
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Bryan McgannonManaging Director-$145,911$145,911
Jane Bulnes-fowles End 1022COOPT$135,430$135,430

Board Members and Trustees

NameTitle
Diederik TimmerBoard Chair
Iyassu EssayasVice-chair
Lisa WollCEO
Jonas KronSecretary
Kimberly GluckTreasurer
Amberjae FreemanVoting Member
Anthony EamesVoting Member
Kimberly Griego-kielVoting Member
Linda-eling LeeVoting Member
Mamadou-abou SarrVoting Member
Stephanie Cohn RuppVoting Member
Steve FalciVoting Member
Revenue and Support

Revenue Composition

Contributions and Grants
$611,400
Program Service Revenue
$176,667
Investment Income
$2,160
Other Revenue
$0
All Other Contributions
$611,400
Change in Net Assets
$38,093
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$412,543
Salaries, Compensation, and Employee Benefits$339,591
Total Fundraising Expense$46,698
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$228,224$57,072$8,613$293,909
Other Salaries and Wages$140,670$77,088$22,907$240,665
Other Employee Benefits$37,221$20,397$6,061$63,679
Office Expenses$37,424$3,700$1,099$42,223
Payroll Taxes$12,655$6,935$2,061$21,651
Information Technology$11,636$2,845$845$15,326
Pension Plan Contributions$7,947$4,355$1,294$13,596
Travel$7,676$2,201$654$10,531
Conferences and Meetings$8,707$30$9$8,746
Other Expenses$172$6,891$28$7,091
Advertising$2,561$383$114$3,058
Insurance$1,335$732$217$2,284
Total Functional Expenses$513,398$192,038$46,698$752,134
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to US Sif$524,256
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The sole member is the us sif: the forum for sustainable and responsible investment - as stated in the bylaws.

Form 990, Part VI, Section A, Line 7A

Us sif: the forum for sustainable and responsible investment is the sole member of us sif foundation and is responsible for the foundation's governance.

Form 990, Part VI, Section A, Line 7B

Us sif: the forum for sustainable and responsible investment is the sole member of us sif foundation and is responsible for the foundation's governance.

Form 990, Part VI, Section B, Line 11B

The draft 990 is sent to the audit committee for their review. After that review is completed, the return is sent to the full governing body prior to filing the form with the irs.

Form 990, Part VI, Section B, Line 12C

Each director shall provide an annual disclosure statement to the organization identifying: (i) each organization for which the director is a director or executive (or holds an equivalent position) or by which the director is employed, and (ii) each investment, interest, volunteer activity, membership or other matter that may conflict or interfere with the director's position on the board or that may cause a conflict of interest between the director's duty to the organization and the investment, interest, activity, membership or matter. (iii) any conflict of interest identified by the directors or the absence of any conflict of interest to the best of knowledge of the directors.

Form 990, Part VI, Section C, Line 19

The organization's audited financial statements are available to the public online as part of the organization's annual report. Governing documents, conflict of interest policy and form 990 are available to members through an online member center, and to the general public upon request. Recent 990's for the organization are also available at www.guidestar.org.

Filing and Contact Details

Filer

Filer Name
US Sif Foundation
EIN
22-2989704
Phone
2028725361
Address
1660 L STREET NW 306, WASHINGTON, DC 20036

Signing Officer

Name
Maria Lettini
Title
CEO (chief Executive Officer)
Phone
2028725361
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maria Lettini
Formed
1989
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Sikich Llp
Address
333 JOHN CARLYLE STREET SUITE 500, ALEXANDRIA, VA 22314
Preparer
Jill M Boyle CPA
Phone
7038361350
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consulting -media: program service expenses 14,411. Management and general expenses 7,897. Fundraising expenses 2,347. Total expenses 24,655. Consulting -policy: program service expenses 7,547. Management and general expenses 4,136. Fundraising expenses 1,229. Total expenses 12,912. Consulting -program: program service expenses 202,133. Management and general expenses 14,686. Fundraising expenses 4,364. Total expenses 221,183. Other: program service expenses 4,133. Management and general expenses 30,353. Fundraising expenses 673. Total expenses 35,159.

FORM 990, PART XII, LINE 2C:

The board of directors assume responsilbility for oversight of the audit and selection of an independent accountant. This process has not changed from prior year.

Financial Statement Notes

PART X, LINE 2:

Us sif is exempt from federal and local income taxes under section 501(c)(6) of the internal revenue code on income derived from activities related to their exempt purpose. The foundation is exempt from federal and local income taxes under section 501(c)(3) of the internal revenue code on income derived from activities related to their exempt purpose. Us sif and the foundation are not private foundations for tax purposes. The organization is not aware of any activities that would jeopardize their tax-exempt status that would require recognition in the accompanying consolidated financial statements. Generally, tax returns are subject to examination by taxing authorities for up to three years from the date a completed return is filed. If material omissions of income exist, tax returns may be subject to examination for up to six years. It is the organization's policy to recognize interest and/or penalties related to uncertain tax positions, if any, in the accompanying consolidated financial statements. As of december 31, 2022, the organization had no uncertain tax positions which should be recognized as a liability.

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IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0790227
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0845
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02845
IRS990/InformationTechnologyGrp/ProgramServicesAmt011636
IRS990/InformationTechnologyGrp/TotalAmt015326
IRS990/InsuranceGrp/FundraisingAmt0217
IRS990/InsuranceGrp/ManagementAndGeneralAmt0732
IRS990/InsuranceGrp/ProgramServicesAmt01335
IRS990/InsuranceGrp/TotalAmt02284
IRS990/InvestmentIncomeGrp/ExclusionAmt02160
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02160
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE US SIF FOUNDATION'S MISSION IS TO RAPIDLY SHIFT INVESTMENT PRACTICES TOWARDS SUSTAINABILITY, FOCUSING ON LONG-TERM INVESTMENT AND THE GENERATION OF POSITIVE SOCIAL AND ENVIRONMENTAL IMPACTS. IT UNDERTAKES EDUCATIONAL, RESEARCH AND PROGRAMMATIC ACTIVITIES IN SUPPORT OF US SIF: THE FORUM FOR SUSTAINABLE AND RESPONSIBLE INVESTMENT, ITS SOLE MEMBER.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0958392
IRS990/NetAssetsOrFundBalancesEOYAmt0996485
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0858392
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0896485
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt01099
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03700
IRS990/OfficeExpensesGrp/ProgramServicesAmt037424
IRS990/OfficeExpensesGrp/TotalAmt042223
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06061
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt020397
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt037221
IRS990/OtherEmployeeBenefitsGrp/TotalAmt063679
IRS990/OtherExpensesGrp/Desc0RECRUITMENT
IRS990/OtherExpensesGrp/Desc1FINANCIAL SERVICES FEES
IRS990/OtherExpensesGrp/FundraisingAmt02796
IRS990/OtherExpensesGrp/FundraisingAmt128
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09409
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16891
IRS990/OtherExpensesGrp/ProgramServicesAmt017170
IRS990/OtherExpensesGrp/ProgramServicesAmt1172
IRS990/OtherExpensesGrp/TotalAmt029375
IRS990/OtherExpensesGrp/TotalAmt17091
IRS990/OtherLiabilitiesGrp/BOYAmt0325480
IRS990/OtherLiabilitiesGrp/EOYAmt0524256
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt022907
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt077088
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0140670
IRS990/OtherSalariesAndWagesGrp/TotalAmt0240665
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02061
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06935
IRS990/PayrollTaxesGrp/ProgramServicesAmt012655
IRS990/PayrollTaxesGrp/TotalAmt021651
IRS990/PensionPlanContributionsGrp/FundraisingAmt01294
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04355
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07947
IRS990/PensionPlanContributionsGrp/TotalAmt013596
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARIA LETTINI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATIONAL SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2PUBLICATIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0125000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt147692
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23975
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0125000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt147692
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23975
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0226950
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01698
IRS990/PYOtherExpensesAmt0194979
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0378526
IRS990/PYRevenuesLessExpensesAmt038692
IRS990/PYSalariesCompEmpBnftPaidAmt0373503
IRS990/PYTotalExpensesAmt0568482
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0607174
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt038093
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0176667
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01281608
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01509201
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd01
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION BEING SUPPORTED SATISFIES THE PUBLIC SUPPORT TEST. IN ADDITION, THE TWO ORGANIZATIONS SHARE THE SAME OFFICE, SHARE THE SAME STAFF, HAVE THE SAME BOARD, HAVE COMPLEMENTARY PROGRAMS AND ARE INCLUDED TOGETHER ON CONSOLIDATED FINANCIAL STATEMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION BEING SUPPORTED SATISFIES THE PUBLIC SUPPORT TEST. IN ADDITION, THE TWO ORGANIZATIONS SHARE THE SAME OFFICE, SHARE THE SAME STAFF, HAVE THE SAME BOARD, HAVE COMPLEMENTARY PROGRAMS AND ARE INCLUDED TOGETHER ON CONSOLIDATED FINANCIAL STATEMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION ENSURED THAT ALL SUPPORT WAS USED EXCLUSIVELY FOR SECTION 170 PURPOSES AS THE ORGANIZATIONS SHARE THE SAME OFFICE AND SAME STAFF.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION A, LINE 3C:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0222701978
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0US SIF THE FORUM FOR SUSTAINABLE AND RESPONSIBLE INVESTMENT
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0524256
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO US SIF
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0US SIF IS EXEMPT FROM FEDERAL AND LOCAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE ON INCOME DERIVED FROM ACTIVITIES RELATED TO THEIR EXEMPT PURPOSE. THE FOUNDATION IS EXEMPT FROM FEDERAL AND LOCAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ON INCOME DERIVED FROM ACTIVITIES RELATED TO THEIR EXEMPT PURPOSE. US SIF AND THE FOUNDATION ARE NOT PRIVATE FOUNDATIONS FOR TAX PURPOSES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS THAT WOULD REQUIRE RECOGNITION IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR UP TO THREE YEARS FROM THE DATE A COMPLETED RETURN IS FILED. IF MATERIAL OMISSIONS OF INCOME EXIST, TAX RETURNS MAY BE SUBJECT TO EXAMINATION FOR UP TO SIX YEARS. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2022, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS WHICH SHOULD BE RECOGNIZED AS A LIABILITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0524256
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0259785
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt014966
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt02135
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.15$1.08$0.50$0.69$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.29$1.26$0.89$0.62$0.27
2022Detailed filing. Detailed filing data is available for this year.$1.53$0.53$1.00$0.79$0.75$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.33$0.96$0.61$0.57$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.26$0.92$0.87$0.78$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.09$0.83$0.83$0.60$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.12$0.60$0.70$0.64$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.18$0.54$0.58$0.42$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.15$0.38$0.81$0.58$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.23$0.15$0.49$0.49$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.22$0.15$0.66$0.60$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.14$0.06$0.08$0.50$0.48$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.08$0.07$0.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.04$0.39$0.29