2025-07-16T08:15:42-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 454244605 INSTITUTE FOR ENERGY ECONOMICS AND FINANCIAL ANALYSIS INC INST 2163537344 PO BOX 472 VALLEY CITY OH 44280 ALEXANDRA BUCHANAN CEO 2163537344 2025-07-15 1 1 AARON M FOX P01365820 2022274000 2025-07-15 2024 2025-03-06 01:10:19Z X ALEXANDRA BUCHANAN PO BOX 472 VALLEY CITY OH 44280 11502239 0 X HTTPS://IEEFA.ORG/ X 2011 MA TO ACCELERATE THE TRANSITION TO A DIVERSE, SUSTAINABLE AND PROFITABLE ENERGY ECONOMY. 9 9 31 10 0 0 8544864 11253308 90000 119000 167861 177914 8998 -47983 8811723 11502239 1943774 2140401 0 0 4929835 7102076 0 0 470965 6321029 4099101 13194638 13341578 -4382915 -1839339 9946978 8067452 154580 114393 9792398 7953059 TO ACCELERATE THE TRANSITION TO A DIVERSE, SUSTAINABLE AND PROFITABLE ENERGY ECONOMY. 0 0 10875952 2140401 119000 TO CONDUCT ANALYSIS AND PUBLISH AND RELEASE STUDIES ON ENERGY ISSUES; RESOURCE PLANNING; POWER PLANT ECONOMICS AND FINANCING; THE FINANCIAL AND ECONOMIC RISKS OF ENERGY ALTERNATIVES; WATER AND ENERGY; AND COAL AND OIL RESERVES, EXPORTS, AND PRICES. 648737 TO SPONSOR AT LEAST ONE MAJOR TWO-TO-THREE DAY CONFERENCE EACH YEAR AND HOLD ADDITIONAL WEBINARS, SEMINARS, AND OTHER EDUCATIONAL EVENTS AS NEEDED AND REQUESTED. 11524689 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 14 0 1 31 1 0 1 AS 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA MA NY OH X X ALEXANDRA BUCHANAN 2163537344 PO BOX 472 VALLEY CITY OH 44280 SERGIO KNAEBEL PRESIDENT 5.00 X X 0 0 0 INGRID VILA-BIAGGI VICE PRESIDENT 1.00 X X 0 0 0 SARAH BRENNAN DIRECTOR 1.00 X 0 0 0 CHRIS MEYER DIRECTOR 1.00 X 0 0 0 LARRY SHAPIRO DIRECTOR 1.00 X 0 0 0 SARAH JANE AHMED DIRECTOR 1.00 X 0 0 0 AL ARMENDARIZ DIRECTOR 1.00 X 0 0 0 KARTIKEYA SINGH DIRECTOR 1.00 X 0 0 0 DANA OMRAN TREASURER 1.00 X X 0 0 0 ALEXANDRA BUCHANAN CEO/BOARD SECRETARY 40.00 X 273000 0 32082 SARAH WEEKS CHIEF FINANCIAL OFFICER 40.00 X 210244 0 44129 PAUL WILLIAMS-DERRY ENERGY FINANCE ANALYST 40.00 X 171857 0 42730 DENNIS WAMSTED ENERGY ANALYST, TEAM FACILITATOR 40.00 X 162087 0 33531 ABHISHEK SINHA ENERGY FINANCE ANALYST, PETROCHEMICAL 40.00 X 161700 0 33092 SETH FEASTER ENERGY DATA ANALYST 40.00 X 156940 0 44499 JOHN HAUBER JR STRATEGIC ENERGY FINANCE ADVISOR, ASIA 40.00 X 155599 0 42478 1291427 0 272541 17 0 1 0 TR ROSE ASSOCIATES 45 PATRIOTS PLACE KINGSTON NY 12401 RESEARCH CONSULTING SERVICES 541380 GLENMAR PUBLIC POLICY RESEARCH ASSOCIATE 135 EASTERN PARKWAY 13K BROOKLYN NY 11238 RESEARCH CONSULTING SERVICES 221112 SCHLISSEL TECHNICAL CONSULTING 194 WESTMINSTER AVE ARLINGTON MA 02474 RESEARCH CONSULTING SERVICES 210893 ASF ENERGY LIMITED 1 GREENACRES BEDFORD UK MK419AJ RESEARCH CONSULTING SERVICES 173040 JALLMAK ENERGY LTD 58 MULGRAVE ROAD LONDON WEST MIDLANDS UK W5 1LE RESEARCH CONSULTING SERVICES 151509 11 11253308 11253308 RESEARCH 541700 119000 119000 119000 177914 177914 OTHER REVENUE 900099 16569 16569 LOSS ON FOREIGN CURRENCY 900099 -64552 -64552 -47983 11502239 119000 0 129931 X 2140401 2140401 559455 193218 269628 96609 5296931 4508448 533225 255258 86154 68653 11852 5649 894543 829948 44486 20109 264993 195504 46104 23385 37787 37787 196801 196801 329 329 1493403 1410368 34945 48090 11816 11816 137106 84651 45248 7207 319364 286025 23350 9989 14400 8747 4677 976 461264 391017 66809 3438 26076 26076 RESEARCH & DATA SUBSCR. 790284 790284 EDUCATION & TRAINING 383226 383226 COMMUNICATIONS 182404 182404 ORGANIZATIONAL DEVEL. 44841 39650 4936 255 13341578 11524689 1345924 470965 1704469 823398 3743410 3005481 3251384 2950522 585892 622686 661823 665365 9946978 8067452 154580 114393 154580 114393 X 4631034 3883300 5161364 4069759 9792398 7953059 9946978 8067452 -1839339 0 X 0 1 X 1 0 X 10375371 13149555 11585644 8544864 11253308 54908742 10375371 13149555 11585644 8544864 11253308 54908742 23626807 31281935 15133 1509 1956 167861 177914 364373 -2062 1546 600 2100 16569 18753 55291868 571918 0.56580 0.59320 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 2,053. 2021 AMOUNT: $ 500. 2022 AMOUNT: $ 600. 2023 AMOUNT: $ 2,100. 2024 AMOUNT: $ 16,569. CURRENCY EXCHANGE LOSS - 2020 AMOUNT: $ -4,115. 2021 AMOUNT: $ 1,046. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 329 329 13341249 13341578 817079 204270 0 0 528787 682876 809732 817079 2838474 4257711 5347 5206 329 10882 132197 170719 202433 204270 709619 1064429 0 DUE FROM IEEFA AUSTRALIA 403059 DEPOSITS 262306 665365 X PART X, LINE 2: THE INSTITUTE PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2024 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 EAST ASIA & THE PACIFIC 0 11 PROGRAM SERVICES RESEARCH AND ANALYSIS; EDUCATION AND TRAINING 862274 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES EDUCATION AND TRAINING (ENERGY FINANCE CONFERENCE) 324874 EUROPE (INCLUDING ICELAND & GREENLAND) 0 10 PROGRAM SERVICES RESEARCH AND ANALYSIS; EDUCATION AND TRAINING 1059987 SOUTH ASIA 0 17 PROGRAM SERVICES RESEARCH AND ANALYSIS; EDUCATION AND TRAINING 1082258 NORTH AMERICA (WHICH INCLUDES CANADA AND MEXICO, BUT NOT THE U.S.) 0 3 PROGRAM SERVICES RESEARCH AND ANALYSIS; EDUCATION AND TRAINING 255787 EAST ASIA & THE PACIFIC 0 0 GRANTMAKING 2140401 0 41 0 0 0 41 5725581 0 5725581 EAST ASIA AND THE PACIFIC OPERATING SUPPORT 2140401 WIRE TRANSFER 0 1 0 0 0 0 0 0 0 PART I, LINE 2: IEEFA US ACTIVELY MONITORS THE USE OF GRANT FUNDS BY IEEFA AUSTRALIA. ON A MONTHLY BASIS, IEEFA AUSTRALIA PROVIDES IEEFA US WITH 1) A RECORD OF ALL EXPENDITURES INCURRED BY IEEFA AUSTRALIA; 2) A MANAGEMENT REPORT WHICH INCLUDES A BALANCE SHEET, PROFIT AND LOSS STATEMENT, AND AR/AP AGING REPORTS; AND 3) A COMPLETED BANK RECONCILIATION AND CORRESPONDING BANK STATEMENT. EACH DOCUMENT IS REVIEWED FOR ACCURACY, AND EACH EXPENDITURE IS REVIEWED PRIOR TO BE ADDED TO THE ACCOUNTING SYSTEM OF IEEFA US. IN ADDITION, IEEFA US HAS ONLINE ACCESS TO THE ACCOUNTING SYSTEM USED BY IEEFA AUSTRALIA. PART I, LINE 3: IEEFA REPORTED THE EXPENDITURES USING ACCRUAL BASIS ACCOUNTING, THE SAME METHOD USED IN ITS AUDITED FINANCIAL STATEMENTS. X X X 0 0 0 0 0 0 0 1 0 ALEXANDRA BUCHANAN CEO/BOARD SECRETARY 273000 0 0 0 0 0 10920 0 21162 0 305082 0 0 0 SARAH WEEKS CHIEF FINANCIAL OFFICER 210244 0 0 0 0 0 5957 0 38172 0 254373 0 0 0 PAUL WILLIAMS-DERRY ENERGY FINANCE ANALYST 166857 0 5000 0 0 0 4558 0 38172 0 214587 0 0 0 SETH FEASTER ENERGY DATA ANALYST 156940 0 0 0 0 0 6278 0 38221 0 201439 0 0 0 JOHN HAUBER JR STRATEGIC ENERGY FINANCE ADVISOR, AS 155599 0 0 0 0 0 4257 0 38221 0 198077 0 0 0 DENNIS WAMSTED ENERGY ANALYST, TEAM FACILITATOR 162087 0 0 0 0 0 6028 0 27503 0 195618 0 0 0 ABHISHEK SINHA ENERGY FINANCE ANALYST, PETROCHEMICA 161700 0 0 0 0 0 6468 0 26624 0 194792 0 0 0 PART I, LINE 7 THE FOLLOWING INDIVIDUALS RECEIVED NON-FIXED DISCRETIONARY PERFORMANCE BONUSES IN 2024: - PAUL WILLIAMS-DERRY - $5,000 THESE PAYMENTS ARE MADE AT THE DISCRETION OF THE CEO AND CFO. PER IEEFA'S CLASSIFICATION AND COMPENSATION SYSTEM, BONUSES ARE GIVEN RATHER THAN ANNUAL SALARY INCREASES IF AN INDIVIDUAL'S SALARY IS OVER THE MAXIMUM FOR THEIR SALARY RANGE. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS REVIEWED BY ALL MEMBERS OF THE GOVERNING BOARD BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES FILL OUT THE ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM AND ARE REQUIRED TO DISCLOSE CONFLICTS AS THEY WOULD ARISE. FORM 990, PART VI, SECTION B, LINE 15 MEMBERS OF THE GOVERNING BOARD CONDUCT REVIEWS OF COMPENSATION FOR COMPARABLE POSITIONS AND MAKE INDEPENDENT DECISIONS ON COMPENSATION LEVELS. COMPENSATION MANAGEMENT SOFTWARE IS USED TO ANALYZE COMPARABLE MARKET PAY DATA WHEN DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND FORM 990S ARE POSTED ON OUR WEBSITE. ADDITIONAL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G RESEARCH CONSULTANTS: PROGRAM SERVICE EXPENSES 1,297,934. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,297,934. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 1,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,000. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 104,588. MANAGEMENT AND GENERAL EXPENSES 2,920. FUNDRAISING EXPENSES 590. TOTAL EXPENSES 108,098. TRANSLATORS: PROGRAM SERVICE EXPENSES 3,458. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,458. ORGANIZATIONAL DEVELOPMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 3,388. MANAGEMENT AND GENERAL EXPENSES 31,025. FUNDRAISING EXPENSES 47,500. TOTAL EXPENSES 81,913. TRAVEL AGENTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,000. IEEFA AUSTRALIA LTD 91 PERCY STREET WARWICK QUEENSLAND AS 4370 CONDUCT ANALYSIS AND PUBLISH AND RELEASE STUDIES AS IEEFA 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IEEFA AUSTRALIA LTD B 2140401 CASH