ENVIRONMENTAL AND ENERGY STUDY INSTITUTE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ENVIRONMENTAL AND ENERGY STUDY INSTITUTE (EIN 52-1268030)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202443139349302764
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T12:54:49-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521186096 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINO AND COMPANY CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6903 ROCKLEDGE DRIVE SUITE 300 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208171818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521268030 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENVIRONMENTAL AND ENERGY STUDY INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENVI | BusinessNameControlTxt |
| Phone | 2026281400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 19TH ST NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL BRESETTE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2026281400 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAY VOLLANS CPA | PreparerPersonNm |
| PTIN | P01404047 | PTIN |
| Phone | 3015643636 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL BRESETTE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 19TH ST NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,697,649 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EESI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | EDUCATE POLICYMAKERS ABOUT EQUITABLE SCIENCE-BASED SOLUTIONS FOR CLIMATE, ENERGY, & THE ENVIRONMENT | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 29 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,903,645 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,632,979 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $264,536 | PYInvestmentIncomeAmt |
| CY Investment Income | $157,230 | CYInvestmentIncomeAmt |
| PY Other Revenue | $78,078 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,246,259 | PYTotalRevenueAmt |
| CY Total Revenue | $1,790,209 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,800 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,490,737 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,567,464 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $361,022 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $535,012 | PYOtherExpensesAmt |
| CY Other Expenses | $582,477 | CYOtherExpensesAmt |
| PY Total Expenses | $2,025,749 | PYTotalExpensesAmt |
| CY Total Expenses | $2,163,741 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $220,510 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$373,532 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,758,572 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,543,555 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,285,805 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,099,288 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,472,767 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,444,267 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,037,711 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $393,598 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $76,344 | ExpenseAmt |
| Grant | $13,800 | GrantAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,507,653 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 29 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID ROBISON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2026281400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 19TH ST NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| DANIEL BRESETTE | |||||||
| PRESIDENT | 44.00 | Yes (X) | $162,661 | $0 | $23,628 | ||
| DAVID ROBISON | |||||||
| VICE PRESIDENT OF FINANCE | 44.00 | $117,399 | $0 | $17,753 | Yes (X) | ||
| AMAURY LAPORTE | |||||||
| VICE PRESIDENT OF COMMUNICATIONS | 44.00 | $116,506 | $0 | $16,523 | Yes (X) | ||
| SUSAN WILLIAMS | |||||||
| VICE PRESIDENT OF PARTNERSHIP | 44.00 | $113,164 | $0 | $20,741 | Yes (X) | ||
| JARED BLUM | |||||||
| CHAIR | 8.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LINDA CHURCH-CIOCCI | |||||||
| VICE CHAIR | 0.60 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LAURA KALICK | |||||||
| TREASURER | 0.60 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID TERRY | |||||||
| SECRETARY | 0.60 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RICHARD L OTTINGER | |||||||
| CHAIR EMERITUS | 0.60 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROSINA M BIERBAUM PHD | |||||||
| DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | ||
| JOSEPH CAVARRETTA | |||||||
| DIRECTOR (END DEC 2023) | 0.60 | $0 | $0 | $0 | Yes (X) | ||
| MONTY COOPER | |||||||
| DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | ||
| SHELLEY FIDLER | |||||||
| DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT JACKSON | |||||||
| DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | ||
| BARBARA MARTINEZ | |||||||
| DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | ||
| FRANK MURRAY | |||||||
| DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | ||
| RAYA SALTER | |||||||
| DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | ||
| CHRISTOPHER SCHEPIS | |||||||
| DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | ||
| KURT SHICKMAN | |||||||
| DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | ||
| PHILLIP R SHARP | |||||||
| DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | ||
| JEFFREY TALLEY | |||||||
| DIRECTOR (END APR 2023) | 0.60 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $509,730 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $78,645 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $25,057 | FederatedCampaignsAmt |
| All Other Contributions | $1,607,922 | AllOtherContributionsAmt |
| Total Contributions | $1,632,979 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,364 | TotalRevenueColumnAmt |
| Exclusion | $94,364 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $970,306 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $907,440 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,866 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,866 | TotalRevenueColumnAmt |
| Exclusion | $62,866 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,790,209 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $157,230 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,800 | TotalAmt |
| Program Services | $13,800 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,289 | TotalAmt |
| Program Services | $145,771 | ProgramServicesAmt |
| Management And General | $28,763 | ManagementAndGeneralAmt |
| Fundraising | $11,755 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,121,048 | TotalAmt |
| Program Services | $763,221 | ProgramServicesAmt |
| Management And General | $138,299 | ManagementAndGeneralAmt |
| Fundraising | $219,528 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,582 | TotalAmt |
| Program Services | $55,232 | ProgramServicesAmt |
| Management And General | $9,971 | ManagementAndGeneralAmt |
| Fundraising | $16,379 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,082 | TotalAmt |
| Program Services | $55,224 | ProgramServicesAmt |
| Management And General | $9,625 | ManagementAndGeneralAmt |
| Fundraising | $15,233 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,463 | TotalAmt |
| Program Services | $68,313 | ProgramServicesAmt |
| Management And General | $12,518 | ManagementAndGeneralAmt |
| Fundraising | $17,632 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,724 | TotalAmt |
| Management And General | $23,724 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,974 | TotalAmt |
| Management And General | $29,974 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,222 | TotalAmt |
| Program Services | $146,627 | ProgramServicesAmt |
| Management And General | $4,549 | ManagementAndGeneralAmt |
| Fundraising | $6,046 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,348 | TotalAmt |
| Program Services | $15,220 | ProgramServicesAmt |
| Management And General | $1,737 | ManagementAndGeneralAmt |
| Fundraising | $7,391 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,347 | TotalAmt |
| Program Services | $156,473 | ProgramServicesAmt |
| Management And General | $22,802 | ManagementAndGeneralAmt |
| Fundraising | $37,072 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,751 | TotalAmt |
| Program Services | $14,734 | ProgramServicesAmt |
| Fundraising | $17 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,148 | TotalAmt |
| Program Services | $14,018 | ProgramServicesAmt |
| Management And General | $403 | ManagementAndGeneralAmt |
| Fundraising | $727 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,828 | TotalAmt |
| Program Services | $16,497 | ProgramServicesAmt |
| Management And General | $2,411 | ManagementAndGeneralAmt |
| Fundraising | $3,920 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,672 | TotalAmt |
| Management And General | $6,672 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $63,852 | $38,127 | $2,515 | $23,210 |
| MISCELLANEOUS | $7,611 | $4,396 | $1,103 | $2,112 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,163,741 | TotalAmt |
| Program Services | $1,507,653 | ProgramServicesAmt |
| Management And General | $295,066 | ManagementAndGeneralAmt |
| Fundraising | $361,022 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,103 | BOYAmt |
| EOY | $141,273 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,549 | BOYAmt |
| EOY | $46,183 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,491 | BOYAmt |
| EOY | $198,483 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,698 | BOYAmt |
| EOY | $42,284 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $201,983 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $130,922 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,353 | BOYAmt |
| EOY | $71,061 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,876,019 | BOYAmt |
| EOY | $4,246,789 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,956,159 | BOYAmt |
| EOY | $1,780,282 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,200 | BOYAmt |
| EOY | $17,200 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,758,572 | BOYAmt |
| EOY | $6,543,555 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,455 | BOYAmt |
| EOY | $111,748 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,155,350 | BOYAmt |
| EOY | $1,987,540 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,285,805 | BOYAmt |
| EOY | $2,099,288 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,681,675 | BOYAmt |
| EOY | $3,747,651 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $791,092 | BOYAmt |
| EOY | $696,616 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,472,767 | BOYAmt |
| EOY | $4,444,267 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,758,572 | BOYAmt |
| EOY | $6,543,555 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$373,532 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $345,032 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,466,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,762,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,430,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,903,645 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,632,979 | CurrentTaxYearAmt |
| Total | $8,196,395 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,466,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,762,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,430,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,903,645 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,632,979 | CurrentTaxYearAmt |
| Total | $8,196,395 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,748,097 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,448,298 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,052 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,802 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,161 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $94,364 | CurrentTaxYearAmt |
| Total | $430,172 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $78,078 | CurrentTaxYearMinus1YearAmt |
| Total | $78,078 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,704,645 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $54,000 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62590 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,819 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,819 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,146,922 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,163,741 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $258,187 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $64,547 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $235,229 | CurrentYearMinus3Amt |
| Current Year Minus2 | $238,810 | CurrentYearMinus2Amt |
| Current Year Minus1 | $251,287 | CurrentYearMinus1Amt |
| Current Year | $258,187 | CurrentYearAmt |
| Total | $983,513 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,475,270 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $8,120 | CurrentYearMinus3Amt |
| Current Year Minus2 | $3,608 | CurrentYearMinus2Amt |
| Current Year Minus1 | $5,453 | CurrentYearMinus1Amt |
| Current Year | $16,819 | CurrentYearAmt |
| Total | $34,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $58,807 | CurrentYearMinus3Amt |
| Current Year Minus2 | $59,703 | CurrentYearMinus2Amt |
| Current Year Minus1 | $62,822 | CurrentYearMinus1Amt |
| Current Year | $64,547 | CurrentYearAmt |
| Total | $245,879 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $368,819 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,217 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,921 | DepreciationAmt |
| Book Value | $9,296 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $190,766 | OtherCostOrOtherBasisAmt |
| Depreciation | $129,001 | DepreciationAmt |
| Book Value | $61,765 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $71,061 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $1,987,540 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,987,540 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,110,067 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $345,032 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $4,800 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $349,832 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,760,235 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $29,974 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $29,974 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,790,209 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,138,567 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $4,800 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $4,800 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,133,767 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $29,974 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $29,974 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,163,741 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 3 | RecipientCnt |
| Cash Grant | $13,800 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL BRESETTE | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $162,661 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $15,374 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $8,254 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $186,289 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT DETERMINES BONUSES FOR OTHER STAFF AT DISCRETIONARY AMOUNTS. ALL STAFF RECEIVED AN END-OF-YEAR BONUS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
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