2024-11-08T12:54:49-06:00 2023-12-31 521186096 RUBINO AND COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 300 BETHESDA MD 208171818 990 2023-01-01 521268030 ENVIRONMENTAL AND ENERGY STUDY INSTITUTE ENVI 2026281400 1020 19TH ST NW 400 WASHINGTON DC 20036 DANIEL BRESETTE PRESIDENT 2026281400 2024-11-08 1 0 KAY VOLLANS CPA P01404047 3015643636 2023 2024-10-15 13:58:12Z DANIEL BRESETTE 1020 19TH ST NW 400 WASHINGTON DC 20036 2697649 0 X WWW.EESI.ORG X 1982 DC EDUCATE POLICYMAKERS ABOUT EQUITABLE SCIENCE-BASED SOLUTIONS FOR CLIMATE, ENERGY, & THE ENVIRONMENT 15 15 29 21 0 0 1903645 1632979 0 0 264536 157230 78078 0 2246259 1790209 0 13800 0 0 1490737 1567464 0 0 361022 535012 582477 2025749 2163741 220510 -373532 6758572 6543555 2285805 2099288 4472767 4444267 X THE MISSION OF THE ENVIRONMENTAL AND ENERGY STUDY INSTITUTE IS TO ADVANCE SCIENCE-BASED SOLUTIONS FOR CLIMATE CHANGE, ENERGY, AND ENVIRONMENTAL CHALLENGES IN ORDER TO ACHIEVE OUR VISION OF A SUSTAINABLE, RESILIENT, AND EQUITABLE WORLD. 0 0 1037711 POLICYMAKER EDUCATION (FEDERAL CLIMATE AND CLEAN ENERGY POLICY PROGRAM). FOUNDED BY A BIPARTISAN GROUP OF MEMBERS OF CONGRESS, EESI HAS WORKED SINCE 1984 TO PROVIDE SCIENCE-BASED INFORMATION ABOUT ENVIRONMENTAL, ENERGY, AND CLIMATE CHANGE TOPICS TO POLICYMAKERS AND THE PUBLIC. EESI BRIEFINGS, FACT SHEETS, ARTICLES, NEWSLETTERS, AND PODCASTS ARE INFORMATIVE, OBJECTIVE, NONPARTISAN, AND PUBLICLY AVAILABLE AT WWW.EESI.ORG. EESI EDUCATIONAL RESOURCES HAVE REACHED AT LEAST 386 CONGRESSIONAL OFFICES (71% OF THE TOTAL). IN 2023, MORE THAN 5,072 PEOPLE - THE MOST EVER - ATTENDED OUR 21 BRIEFINGS. MORE THAN 14,000 SUBSCRIBERS RECEIVED THE BIWEEKLY NEWSLETTER, CLIMATE CHANGE SOLUTIONS, AND MORE THAN 7,400 PEOPLE RECEIVED THE DAILY NEWSLETTER, COP DISPATCH, DURING THE GLOBAL CLIMATE SUMMIT (COP28). EPISODES OF EESI'S PODCAST, THE CLIMATE CONVERSATION, WERE STREAMED ABOUT 3,200 TIMES. EESI PUBLISHED 111 CLIMATE-RELATED ARTICLES AND THREE FACT SHEETS. KEY ACCOMPLISHMENTS IN 2023 INCLUDED A RECORD-HIGH LEVEL OF CONGRESSIONAL ENGAGEMENT WITH EESI BRIEFINGS; EXTENSIVE COVERAGE OF COP28; THE CONGRESSIONAL RENEWABLE ENERGY AND ENERGY EFFICIENCY POLICY FORUM; FACT SHEETS ABOUT HEAVY-DUTY ELECTRIC TRUCKS, ENERGY EFFICIENCY FOR NONPROFITS, AND MASS TIMBER; AND RESOURCES ABOUT CLIMATE-RELATED ISSUES IN THE FARM BILL. 393598 TECHNICAL ASSISTANCE (ACCESS CLEAN ENERGY SAVINGS PROGRAM). EESI PROVIDES TECHNICAL ASSISTANCE TO HELP RURAL UTILITIES DEVELOP AND IMPLEMENT INCLUSIVE ON-BILL FINANCING PROGRAMS FOR ENERGY EFFICIENCY, RENEWABLE ENERGY, AND BENEFICIAL ELECTRIFICATION. IN 2023, EESI WORKED WITH MORE THAN 10 RURAL UTILITIES AND FIVE GREEN BANKS AND ASSISTED WITH NINE ZERO-INTEREST RURAL ENERGY SAVINGS PROGRAM LOAN APPLICATIONS FOR $130 MILLION (FOR CUMULATIVE TOTALS OF 22 UTILITIES AND $300 MILLION IN SECURED FUNDS). EESI-ASSISTED ON-BILL FINANCING PROGRAMS FINANCED AT LEAST 650 CLEAN ENERGY PROJECTS WORTH ABOUT $19 MILLION (FOR A CUMULATIVE TOTAL OF 3,700 WORTH ABOUT $71 MILLION). EESI PARTICIPATED IN EIGHT WEBINARS ABOUT THE RENEW AMERICA'S NONPROFITS GRANT PROGRAM AND ENERGY EFFICIENCY, WHICH REACHED ABOUT 1,250 PEOPLE AFFILIATED WITH DIVERSE NONPROFITS ACROSS THE COUNTRY. KEY ACCOMPLISHMENTS IN 2023 INCLUDED ASSISTANCE TO RURAL UTILITIES AND GREEN BANKS TO DEVELOP, IMPLEMENT, AND CAPITALIZE ON-BILL FINANCING PROGRAMS; SUPPORT FOR APPLICATIONS TO THE U.S. DEPARTMENT OF AGRICULTURE FOR GRANTS AND LOANS WORTH MORE THAN $4 BILLION FOR RURAL CLEAN ENERGY PROJECTS; EXTENSIVE UPDATES TO THE BENEFICIAL ELECTRIFICATION TOOLKIT (WWW.BETOOLKIT.ORG); AND ENGAGEMENT WITH NONPROFITS ABOUT THE MULTIPLE BENEFITS OF ENERGY EFFICIENCY. 76344 13800 OPPORTUNITIES FOR STUDENTS (RICHARD L. OTTINGER INTERNSHIP AND FUTURE CLIMATE LEADERS' SCHOLARSHIP PROGRAMS). EESI OFFERS PAID INTERNSHIPS TO UNDERGRADUATE STUDENTS PURSUING STUDIES IN FIELDS RELATED TO CLIMATE POLICY. INTERNS GAIN EXPERIENCE IN POLICY, COMMUNICATIONS, RESEARCH, AND NONPROFIT MANAGEMENT. THE INTERNSHIP PROGRAM IS NAMED FOR EESI CO-FOUNDER AND BOARD CHAIR EMERITUS RICHARD L. "DICK" OTTINGER, WHO FORMERLY REPRESENTED NEW YORK IN CONGRESS. EESI ALSO HAS ESTABLISHED A MERIT-BASED FUTURE CLIMATE LEADERS SCHOLARSHIP PROGRAM, ADMINISTERED BY UNCF (UNITED NEGRO COLLEGE FUND) AND AVAILABLE TO UNDERGRADUATE STUDENTS PURSUING RELEVANT STUDIES AT MID-ATLANTIC HISTORICALLY BLACK COLLEGES AND UNIVERSITIES.KEY ACCOMPLISHMENTS IN 2023 INCLUDED 13 PAID INTERNSHIPS AND THREE SCHOLARSHIPS FOR UNDERGRADUATE STUDENTS PURSUING STUDIES IN FIELDS RELATED TO CLIMATE POLICY. 1507653 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 29 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AL AR CA CO CT DC FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN TX UT VA WA WI WV AZ IA LA MO MT VT X X DAVID ROBISON 2026281400 1020 19TH ST NW 400 WASHINGTON DC 20036 DANIEL BRESETTE PRESIDENT 44.00 X 162661 0 23628 DAVID ROBISON VICE PRESIDENT OF FINANCE 44.00 X 117399 0 17753 AMAURY LAPORTE VICE PRESIDENT OF COMMUNICATIONS 44.00 X 116506 0 16523 SUSAN WILLIAMS VICE PRESIDENT OF PARTNERSHIP 44.00 X 113164 0 20741 JARED BLUM CHAIR 8.00 X X 0 0 0 LINDA CHURCH-CIOCCI VICE CHAIR 0.60 X X 0 0 0 LAURA KALICK TREASURER 0.60 X X 0 0 0 DAVID TERRY SECRETARY 0.60 X X 0 0 0 RICHARD L OTTINGER CHAIR EMERITUS 0.60 X X 0 0 0 ROSINA M BIERBAUM PHD DIRECTOR 0.60 X 0 0 0 JOSEPH CAVARRETTA DIRECTOR (END DEC 2023) 0.60 X 0 0 0 MONTY COOPER DIRECTOR 0.60 X 0 0 0 SHELLEY FIDLER DIRECTOR 0.60 X 0 0 0 ROBERT JACKSON DIRECTOR 0.60 X 0 0 0 BARBARA MARTINEZ DIRECTOR 0.60 X 0 0 0 FRANK MURRAY DIRECTOR 0.60 X 0 0 0 RAYA SALTER DIRECTOR 0.60 X 0 0 0 CHRISTOPHER SCHEPIS DIRECTOR 0.60 X 0 0 0 KURT SHICKMAN DIRECTOR 0.60 X 0 0 0 PHILLIP R SHARP DIRECTOR 0.60 X 0 0 0 JEFFREY TALLEY DIRECTOR (END APR 2023) 0.60 X 0 0 0 509730 0 78645 4 0 1 0 0 25057 1607922 1632979 94364 94364 970306 907440 62866 62866 62866 1790209 0 0 157230 13800 13800 186289 145771 28763 11755 1121048 763221 138299 219528 81582 55232 9971 16379 80082 55224 9625 15233 98463 68313 12518 17632 23724 23724 29974 29974 157222 146627 4549 6046 24348 15220 1737 7391 216347 156473 22802 37072 14751 14734 17 15148 14018 403 727 22828 16497 2411 3920 6672 6672 DUES & SUBSCRIPTIONS 63852 38127 2515 23210 MISCELLANEOUS 7611 4396 1103 2112 2163741 1507653 295066 361022 477103 141273 96549 46183 224491 198483 32698 42284 201983 130922 78353 71061 3876019 4246789 1956159 1780282 17200 17200 6758572 6543555 130455 111748 2155350 1987540 2285805 2099288 X 3681675 3747651 791092 696616 4472767 4444267 6758572 6543555 -373532 345032 0 X 0 1 X 1 0 X 1466919 1762843 1430009 1903645 1632979 8196395 1466919 1762843 1430009 1903645 1632979 8196395 2748097 5448298 80052 80802 89161 85793 94364 430172 78078 78078 8704645 54000 0.62590 0.70680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 16819 16819 2146922 2163741 258187 64547 0 0 235229 238810 251287 258187 983513 1475270 8120 3608 5453 16819 34000 58807 59703 62822 64547 245879 368819 11217 1921 9296 190766 129001 61765 71061 OPERATING LEASE LIABILITY 1987540 1987540 X 2110067 345032 4800 349832 1760235 29974 29974 1790209 2138567 4800 4800 2133767 29974 29974 2163741 PART X, LINE 2: EESI IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), EXCEPT AS TO INCOME FROM UNRELATED BUSINESS ACTIVITIES, AND HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. EESI REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. EESI DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. EESI'S IRS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE AUTHORITIES, GENERALLY FOR THREE YEARS AFTER FILING. 1 SCHOLARSHIPS 3 13800 PART I, LINE 2: EESI ADMINISTERS THE SCHOLARSHIPS THROUGH A THIRD PARTY NOT-FOR-PROFIT ORGANIZATION WHO IS RESPONSIBLE FOR MANAGING THE PROGRAM'S APPLICATIONS, APPLICANT RELATIONS, AWARDING AND REPORTING. THERE IS SPECIFIC SELECTION CRITERIA FOR ELIGIBILITY AND AN ONLINE APPLICATION PROCESS WHICH REQUIRES INDIVIDUALS APPLYING TO PROVIDE A LETTER OF RECOMMENDATION, AN ESSAY COMMUNICATING INTEREST ON ISSUES CONSISTENT WITH EESI'S MISSION AND VISION, A RESUME, AND A TRANSCRIPT. THE THIRD PARTY MANAGES THIS PROCESS AND PROVIDES WRITTEN REPORTS TO EESI ON THE PROGRESS OF THE PROGRAM AND THE FINANCIAL MANAGEMENT OF THE GRANT FUNDS. RECORDS ARE MAINTAINED FOR AT LEAST 3 YEARS FOLLOWING THE FINAL DISBURSEMENT OF FUNDS. X X 0 0 0 0 0 0 0 1 0 DANIEL BRESETTE PRESIDENT 162661 0 0 0 0 0 15374 0 8254 0 186289 0 0 0 PART I, LINE 7 THE PRESIDENT DETERMINES BONUSES FOR OTHER STAFF AT DISCRETIONARY AMOUNTS. ALL STAFF RECEIVED AN END-OF-YEAR BONUS. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND VICE PRESIDENT OF FINANCE REVIEW FORM 990 BEFORE SENDING IT TO THE BOARD. THE BOARD REVIEWS FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT-OF-INTEREST POLICY APPLIES TO ALL EESI STAFF AND BOARD MEMBERS. IT IS INCLUDED IN OUR EMPLOYEE HANDBOOK, WHICH IS DISTRIBUTED AND SIGNED AT THE BEGINNING OF EMPLOYMENT AND IS SIGNED BY BOARD MEMBERS UPON ACCEPTANCE OF APPOINTMENT AND ANNUALLY THEREAFTER. AFTER DISCLOSURE, VOTING MEMBERS WILL BE ASKED TO LEAVE THE ROOM DURING DISCUSSIONS AND VOTES REGARDING AFFILIATED INTERESTS. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT'S COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND APPROVED BY THE FULL BOARD. THE COMPARABILITY OF COMPENSATION FOR CEOS OF SIMILAR ORGANIZATIONS WAS MADE BY THE CHAIR OF THE BOARD THROUGH 990 DATA. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.