Cleantech Leaders Roundtable FY2023 filing

Not tax-deductible

Cambridge, MA501(c)(4)EnvironmentEIN 83-2527799

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

65¢ of each $1 spent went to programs.
$226K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
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
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average deficit $43K a year · 9% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
65%
of spending
Fine: 65% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$226K
to officers and key staff · 44% of spending
Concern: pay to officers and key staff is 44% of spending; over 30%.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $300K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$75K
22% of total assets
Looks good: liabilities are 22% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 7 voting members
Looks good: 6 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$548K
+0.6% vs prior year
Spent
$516K
To programs
65%
Net assets
$261K
By yearFY2020–FY2025
Revenue
$548K
FY2023▲ +0.6%
Revenue by fiscal year
FY2020$126K
FY2021$512K
FY2022$545K
FY2023$548K
FY2024$548K
FY2025$164K
Expenses
$516K
FY2023▼ -5%
Expenses by fiscal year
FY2020Not on file
FY2021$431K
FY2022$541K
FY2023$516K
FY2024$411K
FY2025$632K
Net assets
$261K
FY2023▲ +14%
Net assets by fiscal year
FY2020$114K
FY2021$195K
FY2022$228K
FY2023$261K
FY2024$398K
FY2025−$76K

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 2019.

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

Where the money goes

65 cents of each dollar spent went to programs.

Program services 65% · $338K Management & general 35% · $178K

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

7 people listed on the 990; $226K paid to officers and key staff.

Part VII, Section A · reportable compensation
Vice President
$225,507Pt VII · Sec A
President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Ann Davlin’s $99K as Chief Executive Officer is at the 79th percentile of top reported officer pay among 1989 $100K–1M environment 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 · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022
Andrea Luecke—$89,001$225,507$117,842
Ann Davlin$99,462$58,324——

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.

See Cleantech Leaders Roundtable executive salaries →

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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 15aNo

Programs and updates

Educates the public about positive changes from a clean economy.

Provided by the organization

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1 program · $338K · in their own filed words · FY2023
01

General Program

To 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…

$338Kprogram 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
Total grants receivedfrom 1 funder$300K
Grants paid · 2 grants · $467K · 2021–2025
Spargi Ventures LLCFY2025$267,000
Solutions Project INCCA · FY2021$200,000

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$548K
Ln 12
Fees for servicesLn 2g$547K
Other incomeLn 4–11$2K
Money outPt IX
$516K
Ln 25
Programscol B$338K
Managementcol C$178K
Owns and owesPt X
$261K
net assets · Ln 32
Cash and savingsLn 1–2$187K
Total assetsLn 16$335K
LiabilitiesLn 26$75K
PeoplePt VI, VII
7
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$547K
Other incomeLn 4–11$2K
Total revenueLn 12$548K
Assets in detailPt X, end of year
CashLn 1$187K
Cash and savings togetherLn 1–2$187K
Land, buildings, equipmentLn 10c$1K
Total assetsLn 16$335K
LiabilitiesLn 26$75K
Net assetsLn 32$261K
OperationsPt I, VI
EmployeesI 50
VolunteersI 65
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 FY23End FY23
Cash and savingsLn 1–2$227K$187K
Land, buildings, equipmentLn 10c$1K$1K
Total assetsLn 16$229K$335K
LiabilitiesLn 26$839$75K
Net assetsLn 32$228K$261K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$40K$20K$21K
Other salaries and wagesLn 7$101K$50K$51K
Other employee benefitsLn 9$63K$44K$19K
Payroll taxesLn 10$17K$634$16K
Accounting feesLn 11c$14K$14K
Other fees for servicesLn 11g$65K$37K$27K
Advertising and promotionLn 12$329$329
Office expensesLn 13$26K$3K$24K
Information technologyLn 14$3K$3K
OccupancyLn 16$2K$2K
Depreciation, depletion and amortizationLn 22$318$318
InsuranceLn 23$2K$86$2K
Other expenses (24a–d)Ln 24$182K$182K$710$0
Total functional expensesLn 25$516K$338K$178K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $164K$632K−$467K−$76K 990 PDF
FY2024 $548K$411K$137K$398K 990 PDF
FY2023 Viewing $548K$516K$33K$261K 990 PDF
FY2022 $545K$541K$4K$228K 990 PDF
FY2021 $512K$431K$80K$195K 990 PDF
FY2020 $126K$114K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (4 parts)
Part VIII · Statement of revenue $548,344 across 3 lines filed
Lines not itemized here account for $1,732 of total revenue; see the IRS return.
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $546,612 · Unrelated business $0 · Excluded from tax $0$546,612
VIII-12 Total revenueRelated to mission $548,344 · Unrelated business $0 · Excluded from tax $0$548,344
Part IX · Statement of functional expenses $515,537 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $19,812 · Management $20,532$40,344
IX-7 Other salaries and wagesPrograms $49,545 · Management $51,348$100,893
IX-9 Other employee benefitsPrograms $44,133 · Management $19,023$63,156
IX-10 Payroll taxesPrograms $634 · Management $15,914$16,548
IX-11c Accounting feesManagement $13,785$13,785
IX-11g Other fees for servicesPrograms $37,300 · Management $27,394$64,694
IX-12 Advertising and promotionManagement $329$329
IX-13 Office expensesPrograms $2,555 · Management $23,713$26,268
IX-14 Information technologyManagement $3,021$3,021
IX-16 OccupancyPrograms $1,770$1,770
IX-22 Depreciation, depletion and amortizationManagement $318$318
IX-23 InsurancePrograms $86 · Management $1,913$1,999
IX-24 Other expenses (24a–d)Programs $181,702 · Management $710 · Fundraising $0$182,412
IX-25 Total functional expensesPrograms $337,537 · Management $178,000 · Fundraising $0$515,537
Part X · Balance sheet $335,212 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $227,305$186,526
X-4 Accounts receivable$147,641
X-10c Land, buildings and equipment, netStart of year $1,363$1,045
X-16 Total assetsStart of year $228,668$335,212
X-17 Accounts payable and accrued expensesStart of year $839$67,864
X-19 Deferred revenue$6,712
X-26 Total liabilitiesStart of year $839$74,576
X-27 Net assets without donor restrictionsStart of year $227,829$260,636
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $227,829$260,636
X-33 Total liabilities and net assetsStart of year $228,668$335,212
Part XI · Reconciliation of net assets $260,636 net assets at year end
XI-1 Total revenue$548,344
XI-2 Total expenses$515,537
XI-3 Revenue less expenses$32,807
XI-4 Net assets at start of year$227,829
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$260,636

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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