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Non-profit

Sustainable Investments Institute

Website:

siinstitute.org/
Location:

BOONSBORO, MD
Tax ID:

90-0521976
Tax-Exempt Status:

501(c)(6)

Budget (2019):

Revenue: $312,487
Expenses: $324,692
Assets: $237,546
Formation:

2010
Type:

Shareholder activist research group
Executive Director:

Heidi Welsh

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Sustainable Investments Institute (Si2) is a nonprofit that produces member-only access research reports dealing with corporate social policies and shareholder activism.

Finances

In fiscal year 2018, the Sustainable Investments Institute reported $345,340 in revenue, of which $247,173 came from contributions and grants and $98,167 came from program service revenue. It had $351,432 in expenses, of which salaries and benefits made up $202,885. The organization had $109,882 in assets at the end of the fiscal year. 1

Operations

The Sustainable Investments Institute provides research to facilitate investors making activist shareholder proposals related to political and social issues. Si2 operates on a membership basis, and provides reports on environmental issues, political activity, human rights, animal welfare, diversity, and equitable lending, among other issues. Si2 can also be commissioned to write custom reports for clients. 2

Select research is available to the public and includes issues such as the effect of corporate political spending on abortion rights, SEC rules and regulations, and analysis of shareholder proposals at large corporations such as Tyson Foods and Rite Aid. 3

Si2 has been cited in numerous media reports dealing with social justice and diversity trends in business. 4

Staff

Heidi Walsh is the founding executive director of the Sustainable Investments Institute. She has a long history of working on “corporate responsibility” issues since the 1980s and administered a monitoring program that checked corporate compliance with the MacBride principles for fair employment in Northern Ireland. 5

References

  1. Sustainable Investments Institute, IRS (Form 990), 2018, Part I
  2. “Our Services” Sustainable Investments Institute. Accessed May 3, 2021. https://siinstitute.org/offerings.html.
  3. “Reports” Sustainable Investments Institute. Accessed May 3, 2021. https://siinstitute.org/reports.html.
  4. “Media.” Sustainable Investments Institute. Accessed May 3, 2021. https://siinstitute.org/media.html.
  5. “About Us.” Sustainable Investments Institute. Accessed May 3, 2021. https://siinstitute.org/aboutus.html.
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Nonprofit Information

  • Accounting Period: December - November
  • Tax Exemption Received: February 1, 2010

    • Available Filings

    Period Form Type Total revenue Total functional expenses Total assets (EOY) Total liabilities (EOY) Unrelated business income? Total contributions Program service revenue Investment income Comp. of current officers, directors, etc. Form 990
    2019 Dec Form 990 $312,487 $324,692 $237,546 $139,869 N $232,537 $79,950 $0 $107,153
    2018 Dec Form 990 $345,340 $351,432 $268,825 $158,943 N $247,173 $98,167 $0 $104,926 PDF
    2017 Dec Form 990 $359,711 $345,983 $301,300 $185,326 N $244,325 $115,386 $0 $104,511 PDF
    2016 Dec Form 990 $372,400 $345,777 $223,280 $121,034 N $235,025 $137,375 $0 $98,246 PDF
    2015 Dec Form 990 $347,765 $291,787 $240,095 $164,472 N $236,645 $111,120 $0 $89,700 PDF
    2014 Dec Form 990 $346,722 $319,877 $187,515 $167,870 N $248,362 $98,360 $0 $89,700 PDF
    2013 Dec Form 990 $333,775 $318,086 $180,821 $188,021 N $270,942 $62,833 $0 $89,500 PDF
    2012 Dec Form 990 $275,736 $273,113 $76,678 $93,644 N $205,109 $70,627 $0 $0 PDF
    2011 Dec Form 990 $279,401 $293,295 $69,588 $89,177 N $179,901 $99,500 $0 $75,000 PDF

    Additional Filings (PDFs)

    Sustainable Investments Institute

    21122 PARK HALL RD
    BOONSBORO, MD 21713-2826