Civic Intelligence

Carbon Tracker Initiative Inc.

990 • Fiscal year 2022 • EIN 82-3744547

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 24, 2023

142 W 57th Street 8th FLNew York, NY 10019

(877) 829-5500

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.26x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

40th percentile

0.04x

Higher debt load relative to revenue than 40% of similar nonprofits.

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

Net Margin

9th percentile

-38%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

92nd percentile

$225,308

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 18.2% of source-year revenue.

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

Asset Growth

1st percentile

-68%

Faster asset growth than 1% of similar nonprofits.

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

Revenue Growth

32nd percentile

-5.1%

Faster revenue growth than 32% of similar nonprofits.

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

Assets

Down

$215,486

Down $452,649 (-68%) from 2021

Net Assets

Down

$159,814

Down $466,093 (-74%) from 2021

Liabilities

Up

$55,672

Up $13,444 (+32%) from 2021

Revenue

Down

$1,239,755

Down $66,592 (-5.1%) from 2021

Expenses

Up

$1,705,848

Up $524,377 (+44%) from 2021

Net Income

Down

-$466,093

Down $590,969 (-473%) from 2021

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2018: $4,874Liabilities 2018: $02018Assets 2019: $152,406Liabilities 2019: $15,368Net Assets 2019: $137,0382019Assets 2020: $534,838Liabilities 2020: $33,807Net Assets 2020: $501,0312020Assets 2021: $668,135Liabilities 2021: $42,228Net Assets 2021: $625,9072021Assets 2022: $215,486Liabilities 2022: $55,672Net Assets 2022: $159,8142022Assets 2023: $296,358Liabilities 2023: $86,398Net Assets 2023: $209,9602023Assets 2024: $135,107Liabilities 2024: $44,739Net Assets 2024: $90,3682024

Highlighted filing

2022

Assets$215,486
Liabilities$55,672
Net Assets$159,814

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2018: $85,862Expenses 2018: $80,988Net Income 2018: $4,8742018Revenue 2019: $742,695Expenses 2019: $610,531Net Income 2019: $132,1642019Revenue 2020: $1,127,855Expenses 2020: $763,862Net Income 2020: $363,9932020Revenue 2021: $1,306,347Expenses 2021: $1,181,471Net Income 2021: $124,8762021Revenue 2022: $1,239,755Expenses 2022: $1,705,848Net Income 2022: -$466,0932022Revenue 2023: $1,493,223Expenses 2023: $1,442,126Net Income 2023: $51,0972023Revenue 2024: $1,109,108Expenses 2024: $1,228,700Net Income 2024: -$119,5922024

Highlighted filing

2022

Revenue$1,239,755
Expenses$1,705,848
Net Income-$466,093
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 24, 2023
Return Version
2022v5.0
Gross Receipts
$1,239,755
Mission and Program Overview

Mission

To foster, facilitate, and support awareness of the environmental hazards and financial risks associated with climate change generally and, in particular, with the investment in and use of fossil fuels by, among other activities: (a) providing and supporting educational forums, activities, and materials through which investors, the general public, and other stakeholders can learn about climate change and fossil fuel investment risks, (b) facilitating, supporting, and disseminating research and analysis on the financial implications of climate change, (c) creating, assembling, and maintaining educational materials, training and impact measurement tools, and other resources relating to climate change and its effects on financial markets, (d) fostering and supporting relationships and collaborations intended to create and maintain educated communities of environmentally conscious investors and other market participants, and (e) conducting and supporting charitable and educational projects

To foster, facilitate, and support awareness of the environmental hazards and financial risks associated with climate change.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$134,607--
Cash and Non-Interest-Bearing Accounts$499,889$106,565▼ $393,324
Prepaid Expenses and Deferred Charges$16,873$21,926▲ $5,053
Land, Buildings, and Equipment, Net$8,997$10,726▲ $1,729
Total Assets$668,135$215,486▼ $452,649
Other Assets Total$7,769$76,269▲ $68,500
Liabilities
Accounts Payable and Accrued Expenses$42,228$55,672▲ $13,444
Total Liabilities$42,228$55,672▲ $13,444
Net Assets / Fund Balance
Net Assets With Donor Restrictions$284,000$96,487▼ $187,513
Net Assets Without Donor Restrictions$341,907$63,327▼ $278,580
Total Net Assets Fund Balance$625,907$159,814▼ $466,093
Total Liabilities and Net Assets / Fund Balance$668,135$215,486▼ $452,649

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,726$5,712$16,438
Other Assets Org$7,209--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert SchuwerkExecutive DirectorFT$155,412$69,896$225,308
Henrik K JeppesenHead of Investor Outreach (former)FT$111,011$39,290$150,301
Willard GraingerCompany Research Analyst (former)FT$101,378$5,587$106,965

Board Members and Trustees

NameTitle
Mark CampanalePresident & Treasurer
Jon GraysonSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Aro ConsultantsConsultingPO BOX 2010, Taos, NM 87571$109,860
Revenue and Support

Revenue Composition

Contributions and Grants
$1,204,755
Program Service Revenue
$35,000
Investment Income
$0
Other Revenue
$0
All Other Contributions
$550,195
Change in Net Assets
$-466,093

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,239,755
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,239,755
Total Revenue per Form 990
$1,239,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,062,994
Other Expenses$508,854
Grants and Similar Amounts Paid$134,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$561,705$104,863-$666,568
Current Officers, Directors, Trustees, and Key Employees$189,863$35,445-$225,308
Fees for Services Other$189,414$21,525-$210,939
Foreign Grants$134,000--$134,000
Other Employee Benefits$67,373$4,560-$71,933
Occupancy$60,757$6,751-$67,508
Payroll Taxes$54,916$10,252-$65,168
Information Technology$37,340--$37,340
Pension Plan Contributions$21,910$12,107-$34,017
Fees for Services Accounting-$16,610-$16,610
Office Expenses-$15,241-$15,241
Other Expenses$77,115$7,062-$7,062
Depreciation Depletion-$4,634-$4,634
Insurance-$1,792-$1,792
Total Functional Expenses$1,394,393$311,455$0$1,705,848

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,705,848
Total Expenses per Audited Statements$1,705,848
Total Expenses per Form 990$1,705,848
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$134,000

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland)GrantmakingGrantmaking00$134,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The form 990 has been reviewed by a group of persons authorized to review financial and audit matters prior to filing. The final form 990 (filed with the irs) will be available at the next meeting of the board for inspection.

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

The organization enforces the conflict of interest policy by monitoring known relationships, questionnaires, and noting any changes in disclosed information. Any conflict is reviewed by the board before a decision is made as to whether to approve the transaction.

Form 990, Part VI, Section B, Line 15

This review, done for the compensation committee of the board, includes researching guidestar, 990s, ny non-profit network annual salary survey, phone calls to other organizations to collect data, and periodically hires a compensation consultant, as needed.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Carbon Tracker Initiative Inc
EIN
82-3744547
Phone
8778295500
Address
142 W 57TH STREET 8TH FL, NEW YORK, NY 10019

Signing Officer

Name
Robert Schuwerk
Title
Executive Director
Phone
2034156396
Signed
2023-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Schuwerk
Formed
2017
Legal Domicile
De
Voting Board Members
2
Independent Board Members
2
Employees
10
Volunteers
2

Preparer

Firm
Skody Scot & Co Cpas Pc
Address
520 EIGHTH AVE SUITE 2200, NEW YORK, NY 10018
Preparer
Laurence Scot Mba CPA
Phone
2129671100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional fees: program service expenses 0. Management and general expenses 479. Fundraising expenses 0. Total expenses 479. Outside contractors: program service expenses 189,414. Management and general expenses 21,046. Fundraising expenses 0. Total expenses 210,460.

FORM 990. PART XII, LINE 2C:

The process has not changed from prior year.

Raw XML AppendixShowing 400 of 515 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01306347
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-466093
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0654560
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt035000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01204755
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01306263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01077645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0742580
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt085859
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04417102
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt084
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0210
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0115
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0412
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt085000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86750
IRS990ScheduleA/PublicSupportTotal170Amt03832152
IRS990ScheduleA/SubstantialContributorsTotAmt0584950
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01204755
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01306263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01077645
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0742580
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt085859
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04417102
IRS990ScheduleA/TotalSupportAmt04417514
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/EquipmentGrp/BookValueAmt010726
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05712
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016438
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01705848
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt069060
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt17209
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM AFFILIATE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1SECURITY DEPOSIT
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01239755
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010726
IRS990ScheduleD/TotalBookValueOtherAssetsAmt076269
IRS990ScheduleD/TotalExpensesPerForm990Amt01705848
IRS990ScheduleD/TotalRevenuePerForm990Amt01239755
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01239755
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01705848
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0134000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0GRANTMAKING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANTMAKING
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt0134000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0TO SUPPORT ORGANIZATION MISSION
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0134000
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE AWARDED BASED ON SPECIFIC CRITERIA AND ARE APPROVED BY THE BOARD COMMITTEE THAT OVERSEES ALL RECIPIENTS OF GRANTS.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III ACCOUNTING METHOD:
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0134000
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleJ/AnyNonFixedPaymentsInd01
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0155412
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1111011
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount016630
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt07328
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt15040
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt045938
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt134250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT SCHUWERK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1HENRIK K JEPPESEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1HEAD OF INVESTOR OUTREACH (FORMER)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0225308
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1150301
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0DURING THE REPORTED PERIOD, PERFORMANCE BONUSES AND COMMISSIONS WERE PROVIDED TO CERTAIN EMPLOYEES, AS INCLUDED IN PART II, COLUMN (B)(II) OF SCHEDULE J.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 7
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 HAS BEEN REVIEWED BY A GROUP OF PERSONS AUTHORIZED TO REVIEW FINANCIAL AND AUDIT MATTERS PRIOR TO FILING. THE FINAL FORM 990 (FILED WITH THE IRS) WILL BE AVAILABLE AT THE NEXT MEETING OF THE BOARD FOR INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION ENFORCES THE CONFLICT OF INTEREST POLICY BY MONITORING KNOWN RELATIONSHIPS, QUESTIONNAIRES, AND NOTING ANY CHANGES IN DISCLOSED INFORMATION. ANY CONFLICT IS REVIEWED BY THE BOARD BEFORE A DECISION IS MADE AS TO WHETHER TO APPROVE THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS REVIEW, DONE FOR THE COMPENSATION COMMITTEE OF THE BOARD, INCLUDES RESEARCHING GUIDESTAR, 990S, NY NON-PROFIT NETWORK ANNUAL SALARY SURVEY, PHONE CALLS TO OTHER ORGANIZATIONS TO COLLECT DATA, AND PERIODICALLY HIRES A COMPENSATION CONSULTANT, AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 479. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 479. OUTSIDE CONTRACTORS: PROGRAM SERVICE EXPENSES 189,414. MANAGEMENT AND GENERAL EXPENSES 21,046. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 210,460.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990. PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TRACKER GROUP LTD

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