Civic Intelligence

Cleantech Leaders Roundtable

990 • Fiscal year 2021 • EIN 83-2527799

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

805 15th St NW 710Washington, DC 20005

(202) 785-0507

Siviq Scores

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

Liabilities / Assets

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

40th percentile

0.00x

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

2021 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2021

Net Margin

55th percentile

16%

Higher net margin than 55% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2021

Asset Growth

93rd percentile

69%

Faster asset growth than 93% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

308%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$195,751

Up $79,993 (+69%) from 2020

Net Assets

Up

$194,501

Up $80,362 (+70%) from 2020

Liabilities

Down

$1,250

Down $369 (-23%) from 2020

Revenue

Up

$511,843

Up $386,341 (+308%) from 2020

Expenses

Up

$431,471

Up $326,017 (+309%) from 2020

Net Income

Up

$80,372

Up $60,324 (+301%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2019: $94,091Liabilities 2019: $0Net Assets 2019: $94,0912019Assets 2020: $115,758Liabilities 2020: $1,619Net Assets 2020: $114,1392020Assets 2021: $195,751Liabilities 2021: $1,250Net Assets 2021: $194,5012021Assets 2022: $228,668Liabilities 2022: $839Net Assets 2022: $227,8292022Assets 2023: $335,212Liabilities 2023: $74,576Net Assets 2023: $260,6362023Assets 2024: $419,157Liabilities 2024: $21,523Net Assets 2024: $397,6342024

Highlighted filing

2021

Assets$195,751
Liabilities$1,250
Net Assets$194,501

Operations Trend

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

$600K$400K$200K$0Revenue 2019: $145,197Expenses 2019: $51,106Net Income 2019: $94,0912019Revenue 2020: $125,502Expenses 2020: $105,454Net Income 2020: $20,0482020Revenue 2021: $511,843Expenses 2021: $431,471Net Income 2021: $80,3722021Revenue 2022: $544,993Expenses 2022: $541,049Net Income 2022: $3,9442022Revenue 2023: $548,344Expenses 2023: $515,537Net Income 2023: $32,8072023Revenue 2024: $547,838Expenses 2024: $410,840Net Income 2024: $136,9982024

Highlighted filing

2021

Revenue$511,843
Expenses$431,471
Net Income$80,372
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$511,843
Mission and Program Overview

Mission

To inform the public by educational methods regarding the civic betterments and social improvements to be derived from a clean economy as advanced by the cleantech industry by ensuring the promotion of positive and truthful messaging associated with various sectors of the cleantech industry in public media , reporting, and messaging.

To inform the public of civic betterments and social improvements from a clean economy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$115,758$195,751▲ $79,993
Total Assets$115,758$195,751▲ $79,993
Liabilities
Unsecured Notes Loans Payable$1,250$1,250→ $0
Other Liabilities$369$0▼ $369
Total Liabilities$1,619$1,250▼ $369
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$114,139$194,501▲ $80,362
Total Net Assets Fund Balance$114,139$194,501▲ $80,362
Total Liabilities and Net Assets / Fund Balance$115,758$195,751▲ $79,993
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jigar ShahPresident - End Jan 2021
Andrea LuckeVice-president
Jacob SusmanVice-president / President
Thomas KingSecretary
Ari RaivetzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$511,843
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$80,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$231,471
Grants and Similar Amounts Paid$200,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$200,000--$200,000
Conferences and Meetings$181,757--$181,757
Fees for Services Other$26,239--$26,239
Office Expenses-$18,982-$18,982
Information Technology-$2,562-$2,562
Insurance-$1,512-$1,512
Fees for Services Legal-$419-$419
Total Functional Expenses$407,996$23,475$0$431,471
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Solutions Project IncOakland, CA501(c)(3)Program Support$200,000
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 3

Clean energy business network: provided administrative support assisting with accounts payable and receivable, events, and member and board engagement. Amount paid included $32,318 in 2021 and $21,868.49 invoiced in dec 2021 but not paid until jan 2022.

Form 990, Part VI, Section A, Line 6

The board of directors may from time to time establish classes of members, with such respective rights, privileges and obligations as the board of directors may determine in its discretion. Each member shall be entitled to attend or be represented at all meetings of the members, shall be entitled to cast a vote for the election of the board of directors, and shall have such further rights, privileges, duties and obligations as the board of directors shall establish from time to time in a written set of membership benefits and policies. Descriptions of membership categories and benefits are kept up to date on the organization's website (www.cleantechleaders.org) and in recruitment flyers.

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

All officers of the corporation shall be elected or appointed by the board of directors and shall hold office for a term of two (2) years and until their successors are duly elected.

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

All corporate powers of the corporation shall be exercised by or under the authority of the board of directors; and the activities and affairs of the corporation shall be managed by, or under the direction and subject to the oversight of, the board.

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

Ctlr engages a professional accountant to prepare the 990 in consultation with staff. The form 990 is distributed via email to the board for review and approval. If desired, a meeting is convened to discuss the 990 in further detail.

Form 990, Part VI, Section B, Line 15

No officer of the corporation shall receive compensation for services rendered to the corporation (other than reimbursement for out-of-pocket expenses incurred on behalf of the corporation). The board of directors may authorize the payment of reasonable compensation for services rendered by employees, agents and independent contractors of the corporation (including, without limitation, reasonable compensation for services rendered by accountants, attorneys, investment advisors and similar providers of professional services).

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
Cleantech Leaders Roundtable
EIN
83-2527799
Phone
2027850507
Address
805 15TH ST NW 710, WASHINGTON, DC 20005

Signing Officer

Name
Jacob Susman
Title
President
Phone
2027850507
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacob Susman
Formed
2018
Legal Domicile
Dc
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
5

Preparer

Firm
Rubino and Company Chartered
Address
6903 ROCKLEDGE DRIVE SUITE 300, BETHESDA, MD 20817-1818
Preparer
Kay Vollans CPA
Phone
3015643636
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

The organization convened a virtual "clean energy for america inaugural ball" for 3,000 attendees on 1/20/21. This was a unique event that will not be replicated in 2022.

Raw XML Appendix321 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/ActivityOrMissionDesc0TO INFORM THE PUBLIC OF CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS FROM A CLEAN ECONOMY.
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IRS990/Desc0TO PROMOTE AND ADVOCATE FOR CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS TO BE DERIVED FROM A CLEAN ECONOMY; TO DEVELOP, ESTABLISH, AND ADVOCATE FOR A UNIFIED POSITIVE AND TRUTHFUL MESSAGE REGARDING THESE IMPROVEMENTS INCLUDING A COMMON SET OF GOALS AND BEST PRACTICES FOR A CLEAN ECONOMY AMONG EMPLOYEES, EXECUTIVES, INDUSTRY LEADERS, AND OTHER STAKEHOLDERS ENGAGED IN THE CLEANTECH INDUSTRY; TO CREATE AND DEVELOP AN INFRASTRUCTURE AND NETWORK WHICH PROMOTE ACCOUNTABILITY FOR MISLEADING, INACCURATE, FALSE, AND IDEOLOGICALLY-DRIVEN MISINFORMATION; AND TO EDUCATE THE GENERAL PUBLIC ON THESE MATTERS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT - END JAN 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT / PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE-PRESIDENT
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IRS990/MissionDesc0TO INFORM THE PUBLIC BY EDUCATIONAL METHODS REGARDING THE CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS TO BE DERIVED FROM A CLEAN ECONOMY AS ADVANCED BY THE CLEANTECH INDUSTRY BY ENSURING THE PROMOTION OF POSITIVE AND TRUTHFUL MESSAGING ASSOCIATED WITH VARIOUS SECTORS OF THE CLEANTECH INDUSTRY IN PUBLIC MEDIA, REPORTING, AND MESSAGING.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CONVENED A VIRTUAL "CLEAN ENERGY FOR AMERICA INAUGURAL BALL" FOR 3,000 ATTENDEES ON 1/20/21. THIS WAS A UNIQUE EVENT THAT WILL NOT BE REPLICATED IN 2022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLEAN ENERGY BUSINESS NETWORK: PROVIDED ADMINISTRATIVE SUPPORT ASSISTING WITH ACCOUNTS PAYABLE AND RECEIVABLE, EVENTS, AND MEMBER AND BOARD ENGAGEMENT. AMOUNT PAID INCLUDED $32,318 IN 2021 AND $21,868.49 INVOICED IN DEC 2021 BUT NOT PAID UNTIL JAN 2022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS MAY FROM TIME TO TIME ESTABLISH CLASSES OF MEMBERS, WITH SUCH RESPECTIVE RIGHTS, PRIVILEGES AND OBLIGATIONS AS THE BOARD OF DIRECTORS MAY DETERMINE IN ITS DISCRETION. EACH MEMBER SHALL BE ENTITLED TO ATTEND OR BE REPRESENTED AT ALL MEETINGS OF THE MEMBERS, SHALL BE ENTITLED TO CAST A VOTE FOR THE ELECTION OF THE BOARD OF DIRECTORS, AND SHALL HAVE SUCH FURTHER RIGHTS, PRIVILEGES, DUTIES AND OBLIGATIONS AS THE BOARD OF DIRECTORS SHALL ESTABLISH FROM TIME TO TIME IN A WRITTEN SET OF MEMBERSHIP BENEFITS AND POLICIES. DESCRIPTIONS OF MEMBERSHIP CATEGORIES AND BENEFITS ARE KEPT UP TO DATE ON THE ORGANIZATION'S WEBSITE (WWW.CLEANTECHLEADERS.ORG) AND IN RECRUITMENT FLYERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OFFICERS OF THE CORPORATION SHALL BE ELECTED OR APPOINTED BY THE BOARD OF DIRECTORS AND SHALL HOLD OFFICE FOR A TERM OF TWO (2) YEARS AND UNTIL THEIR SUCCESSORS ARE DULY ELECTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL CORPORATE POWERS OF THE CORPORATION SHALL BE EXERCISED BY OR UNDER THE AUTHORITY OF THE BOARD OF DIRECTORS; AND THE ACTIVITIES AND AFFAIRS OF THE CORPORATION SHALL BE MANAGED BY, OR UNDER THE DIRECTION AND SUBJECT TO THE OVERSIGHT OF, THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CTLR ENGAGES A PROFESSIONAL ACCOUNTANT TO PREPARE THE 990 IN CONSULTATION WITH STAFF. THE FORM 990 IS DISTRIBUTED VIA EMAIL TO THE BOARD FOR REVIEW AND APPROVAL. IF DESIRED, A MEETING IS CONVENED TO DISCUSS THE 990 IN FURTHER DETAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO OFFICER OF THE CORPORATION SHALL RECEIVE COMPENSATION FOR SERVICES RENDERED TO THE CORPORATION (OTHER THAN REIMBURSEMENT FOR OUT-OF-POCKET EXPENSES INCURRED ON BEHALF OF THE CORPORATION). THE BOARD OF DIRECTORS MAY AUTHORIZE THE PAYMENT OF REASONABLE COMPENSATION FOR SERVICES RENDERED BY EMPLOYEES, AGENTS AND INDEPENDENT CONTRACTORS OF THE CORPORATION (INCLUDING, WITHOUT LIMITATION, REASONABLE COMPENSATION FOR SERVICES RENDERED BY ACCOUNTANTS, ATTORNEYS, INVESTMENT ADVISORS AND SIMILAR PROVIDERS OF PROFESSIONAL SERVICES).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACOB SUSMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02027850507
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLEANTECH LEADERS ROUNDTABLE
ReturnHeader/Filer/BusinessNameControlTxt0CLEA
ReturnHeader/Filer/EIN0832527799
ReturnHeader/Filer/PhoneNum02027850507
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUBINO AND COMPANY CHARTERED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06903 ROCKLEDGE DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208171818
ReturnHeader/PreparerPersonGrp/PhoneNum03015643636
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAY VOLLANS CPA
ReturnHeader/ReturnTs02022-11-14T10:52:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JACOB
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SUSMAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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