Develop and spread social innovations that transform the perfomance of community systems

501(c)(3) charity; gifts are tax-deductible.
94¢ of each $1 spent went to programs.
Run by 7 volunteers and 3 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average surplus $16K a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.2M
to officers and key staff · 28% of spending
Worth a look: pay to officers and key staff is 28% of spending; over 20%.
Pt VII · Sec A
5 mo
of spending, in cash
Looks good: 5.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
15
named funders · $1.4M
Looks good: 15 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$284K
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 9 voting members
Looks good: 7 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.0M
+24% vs prior year
Spent
$4.4M
To programs
94%
Net assets
$1.7M
By yearFY2020–FY2024
Revenue
$4.0M
FY2024▲ +24%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.1M
FY2021$4.3M
FY2022$3.7M
FY2023$3.2M
FY2024$4.0M
Expenses
$4.4M
FY2024▲ +28%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.9M
FY2021$2.7M
FY2022$3.8M
FY2023$3.4M
FY2024$4.4M
Net assets
$1.7M
FY2024▼ -19%
Tap a bar for its year
Net assets by fiscal year
FY2020$772K
FY2021$2.4M
FY2022$2.3M
FY2023$2.1M
FY2024$1.7M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2007.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

94 cents of each dollar spent went to programs.

Program services 94% · $4.1M Management & general 6% · $264K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation
$314,775Pt VII · Sec A
$183,333Pt VII · Sec A
Employee
$176,974Pt VII · Sec A
$161,768Pt VII · Sec A
$159,841Pt VII · Sec A
$144,865Pt VII · Sec A
$93,200Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

John Cleveland’s $315K as Chairman is at the 87th percentile of top reported officer pay among 2832 $1–10M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
John Cleveland$314,775$315,200$299,225$347,625$376,425
Peter Plastrik$93,200$91,000$162,000$189,000$187,940
Rebecca Herst$183,333————
Jenna Tatum$176,974$150,083$135,414$122,740—
Matthew Vasilakis$161,768$142,083———
Sophie Wolfram$159,841————
Catherine Campbell-Orrock$144,865$119,106———
Adam Chapdelaine—$116,875———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Develops and spreads social innovations to transform community systems.

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Provided by the organization

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3 programs · $3.9M · in their own filed words · FY2024
01

Inc serves as the project incubator for the building electrification institute (bei). Through this initiative, bei equips cities across north america with the knowledge, tools, and resources they need to implement strategies to accelerate the transition of building heating, cooling, and hot water systems away from fossil fuels and toward…

$1.9Mprogram expense
02

Inc staffs the boston green ribbon commission. The mission of the green ribbon commission (GRC) is to convene leaders from boston's key sectors * business, education, health care, civic society, finance, real estate, professional services, tourism and others to support the outcomes of the city's climate action plan.

$1.6Mprogram expense
03

The climate beacon project's focus is on creating new programming and enrichment platforms with a goal of elevating a diverse set of constituencies' understanding of solutions to societal challenges presented by climate change.

$339Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 15 funders →
Grants paid · 4 grants · $10K · 2020–2020

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$4.0M
Ln 12
Gifts and grantsLn 1h$3.6M
Fees for servicesLn 2g$284K
Investment incomeLn 3$51K
Money outPt IX
$4.4M
Ln 25
Programscol B$4.1M
Managementcol C$264K
Owns and owesPt X
$1.7M
net assets · Ln 32
Cash and savingsLn 1–2$2.0M
Total assetsLn 16$2.0M
LiabilitiesLn 26$284K
PeoplePt VI, VII
14
listed · VII A
PaidVII A7
Voting boardVI 1a9
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.6M
Fees for servicesLn 2g$284K
Investment incomeLn 3$51K
Total revenueLn 12$4.0M
Assets in detailPt X, end of year
CashLn 1$383K
SavingsLn 2$1.6M
Cash and savings togetherLn 1–2$2.0M
Total assetsLn 16$2.0M
LiabilitiesLn 26$284K
Net assetsLn 32$1.7M
OperationsPt I, VI
EmployeesI 53
VolunteersI 67
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$2.2M$2.0M
Total assetsLn 16$2.3M$2.0M
LiabilitiesLn 26$206K$284K
Net assetsLn 32$2.1M$1.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$408K$223K$185K
Other salaries and wagesLn 7$1.6M$1.6M
Other employee benefitsLn 9$9K$9K
Payroll taxesLn 10$144K$133K$11K
Legal feesLn 11b$392$392
Accounting feesLn 11c$10K$10K
Other fees for servicesLn 11g$13K$13K
Advertising and promotionLn 12$4K$4K
Office expensesLn 13$24K$11K$13K
TravelLn 17$100K$99K$767
Conferences, conventions and meetingsLn 19$20K$20K
InsuranceLn 23$11K$7K$4K
Other expenses (24a–d)Ln 24$2.0M$2.0M$20K
All other expensesLn 24e$4K$288$4K
Total functional expensesLn 25$4.4M$4.1M$264K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $4.0M$4.4M−$397K$1.7M 990 PDF
FY2023 $3.2M$3.4M−$216K$2.1M 990 PDF
FY2022 $3.7M$3.8M−$64K$2.3M 990 PDF
FY2021 $4.3M$2.7M$1.6M$2.4M 990 PDF
FY2020 $2.1M$2.9M−$845K$772K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $3,965,648 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,887,610$3,630,500
I-9 Program service revenuePrior year $261,372$284,388
I-10 Investment incomePrior year $42,421$50,760
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $3,191,403$3,965,648
I-13 Grants and similar amounts paidPrior year $2,903$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,391,148$2,148,370
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,013,678$2,214,592
I-18 Total expensesPrior year $3,407,729$4,362,962
I-19 Revenue less expensesPrior year −$216,326−$397,314
Part VI · Governance 7 of 9 board members independent, 2 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members7
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,965,648 across 5 lines filed
VIII-1f All other contributions, gifts and grants$3,630,500
VIII-1h Total contributions, gifts and grants$3,630,500
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $284,388$284,388
VIII-3 Investment incomeExcluded from tax $50,760$50,760
VIII-12 Total revenueRelated to mission $284,388 · Unrelated business $0 · Excluded from tax $50,760$3,965,648
Part IX · Statement of functional expenses $4,362,962 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $222,875 · Management $185,100$407,975
IX-7 Other salaries and wagesPrograms $1,586,826$1,586,826
IX-9 Other employee benefitsPrograms $9,435$9,435
IX-10 Payroll taxesPrograms $133,465 · Management $10,669$144,134
IX-11b Legal feesManagement $392$392
IX-11c Accounting feesManagement $10,495$10,495
IX-11g Other fees for servicesManagement $12,596$12,596
IX-12 Advertising and promotionManagement $3,606$3,606
IX-13 Office expensesPrograms $10,647 · Management $13,129$23,776
IX-17 TravelPrograms $98,968 · Management $767$99,735
IX-19 Conferences, conventions and meetingsPrograms $20,205$20,205
IX-23 InsurancePrograms $7,003 · Management $3,678$10,681
IX-24 Other expenses (24a–d)Programs $2,008,861 · Management $19,865$2,028,726
IX-24e All other expensesPrograms $288 · Management $4,092$4,380
IX-25 Total functional expensesPrograms $4,098,573 · Management $264,389 · Fundraising $0$4,362,962
Part X · Balance sheet $1,980,583 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $397,274$382,664
X-2 Savings and temporary cash investmentsStart of year $1,777,588$1,577,919
X-3 Pledges and grants receivableStart of year $125,000$20,000
X-16 Total assetsStart of year $2,299,862$1,980,583
X-17 Accounts payable and accrued expensesStart of year $84,090$66,429
X-25 Other liabilitiesStart of year $121,708$217,404
X-26 Total liabilitiesStart of year $205,798$283,833
X-27 Net assets without donor restrictionsStart of year $135,182$64,674
X-28 Net assets with donor restrictionsStart of year $1,958,882$1,632,076
X-32 Total net assets or fund balancesStart of year $2,094,064$1,696,750
X-33 Total liabilities and net assetsStart of year $2,299,862$1,980,583
Part XI · Reconciliation of net assets $1,696,750 net assets at year end
XI-1 Total revenue$3,965,648
XI-2 Total expenses$4,362,962
XI-3 Revenue less expenses−$397,314
XI-4 Net assets at start of year$2,094,064
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,696,750

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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