2023-11-07T15:57:29-06:00 2022-12-31 521186096 RUBINO AND COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 300 BETHESDA MD 208171818 990 2022-01-01 521268030 ENVIRONMENTAL AND ENERGY STUDY INSTITUTE ENVI 2026281400 1020 19TH ST NW 400 WASHINGTON DC 20036 DANIEL BRESETTE PRESIDENT 2026281400 2023-11-06 1 DANIEL BRESETTE 999009999 0 KAY VOLLANS CPA P01404047 3015643636 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIEL BRESETTE 1020 19TH ST NW 400 WASHINGTON DC 20036 3198060 0 X WWW.EESI.ORG X 1982 DC CLIMATE CHANGE POLICYMAKER EDUCATION, TECHNICAL ASSISTANCE, AND OPPORTUNITIES FOR STUDENTS. 15 15 25 19 0 0 1430009 1903645 0 0 306866 264536 0 78078 1736875 2246259 0 0 0 0 1355711 1490737 0 0 322879 420488 535012 1776199 2025749 -39324 220510 5209603 6758572 173720 2285805 5035883 4472767 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 965267 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 AVAILABLE AT WWW.EESI.ORG. IN 2022, EESI EDUCATIONAL RESOURCES REACHED AT LEAST 368 CONGRESSIONAL OFFICES AND MORE THAN 3,242 PEOPLE ATTENDED THE 26 BRIEFINGS HELD. MORE THAN 13,000 SUBSCRIBERS RECEIVED THE BIWEEKLY NEWSLETTER, CLIMATE CHANGE SOLUTIONS, AND MORE THAN 7,200 PEOPLE RECEIVED THE DAILY NEWSLETTER, COP DISPATCH, DURING COP27. EESI PUBLISHED 151 CLIMATE-RELATED ARTICLES AND TWO WHITE PAPERS. KEY ACCOMPLISHMENTS IN 2022 INCLUDED EXTENSIVE COVERAGE OF THE GLOBAL CLIMATE SUMMIT (COP27), THE CONGRESSIONAL RENEWABLE ENERGY AND ENERGY EFFICIENCY POLICY FORUM, A WHITE PAPER ABOUT SUSTAINABLE AVIATION FUELS, AN ONLINE MAP OF CLIMATE SOLUTIONS BY STATE SHOWCASING EESI RESOURCES, AND RESOURCES ABOUT POTENTIAL FARM BILL CLIMATE MEASURES. 376153 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. EESI WORKED WITH MORE THAN 30 RURAL UTILITIES AND ASSISTED WITH 10 RURAL ENERGY SAVINGS PROGRAM LOAN APPLICATIONS (FOR A CUMULATIVE TOTAL OF 31 WITH FUNDS SECURED WORTH $268 MILLION) IN 2022. EESI-ASSISTED ON-BILL FINANCING PROGRAMS FINANCED AT LEAST 590 CLEAN ENERGY PROJECTS WORTH ABOUT $14 MILLION (FOR A CUMULATIVE TOTAL OF 2,480 WORTH ABOUT $42 MILLION). EESI PARTICIPATED IN SIX WEBINARS ABOUT ENERGY EFFICIENCY AND THE RENEW AMERICA'S NONPROFITS GRANT PROGRAM THAT REACHED ABOUT 1,100 PEOPLE AFFILIATED WITH DIVERSE NONPROFITS ACROSS THE COUNTRY. KEY ACCOMPLISHMENTS IN 2022 INCLUDED THE LAUNCH OF THE BENEFICIAL ELECTRIFICATION TOOLKIT (WWW.BETOOLKIT.ORG), ENGAGEMENT WITH NONPROFITS ABOUT THE MULTIPLE BENEFITS OF ENERGY EFFICIENCY, ASSISTANCE TO THE FIRST GREEN BANK TO SECURE A RURAL ENERGY SAVINGS PROGRAM LOAN FROM THE U.S. DEPARTMENT OF AGRICULTURE, AND SUPPORT FOR A CLEAN ENERGY PROGRAM IN THE U.S. VIRGIN ISLANDS. 53738 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. 5453 DIRECT LOBBYING 5453 1400611 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 1 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 JARED BLUM CHAIR 8.00 X X 0 0 0 LINDA CHURCH-CIOCCI VICE CHAIR 0.60 X X 0 0 0 LAURA KALICK SECRETARY/TREASURER 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 0.60 X 0 0 0 MONTY COOPER DIRECTOR 0.60 X 0 0 0 SHELLEY FIDLER 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 JEFFREY W TALLEY DIRECTOR 0.60 X 0 0 0 DAVID TERRY DIRECTOR 0.60 X 0 0 0 DANIEL BRESETTE PRESIDENT 44.00 X 160077 0 23049 DAVID ROBISON VICE PRESIDENT OF FINANCE 44.00 X 110391 0 16690 AMAURY LAPORTE VICE PRESIDENT OF COMMUNICATIONS 44.00 X 109139 0 15519 SUSAN WILLIAMS VICE PRESIDENT OF PARTNERSHIPS 44.00 X 107556 0 16936 487163 0 72194 4 0 1 0 0 42873 1860772 945 1903645 85793 85793 1130544 951801 178743 178743 178743 MISCELLANEOUS INCOME 900099 78078 78078 78078 2246259 0 0 342614 183127 139469 31791 11867 1063092 723764 142677 196651 74420 50436 9841 14143 75003 50467 11368 13168 95095 65820 13241 16034 24788 24788 29153 29153 133320 125454 1290 6576 24951 14076 2331 8544 209379 155289 21505 32585 14392 14392 10902 9803 409 690 20616 14039 3638 2939 6158 6158 DUES & SUBSCRIPTIONS 56879 34589 3848 18442 MISCELLANEOUS 4474 3013 221 1240 2025749 1400611 302259 322879 158333 477103 31614 96549 262390 224491 40325 32698 191541 113188 32826 78353 4672248 3876019 1956159 11867 17200 5209603 6758572 107114 130455 66606 2155350 173720 2285805 X 4498971 3681675 536912 791092 5035883 4472767 5209603 6758572 220510 -783626 0 X X 0 1 X 1 0 X 1227630 1466919 1762843 1430009 1903645 7791046 1227630 1466919 1762843 1430009 1903645 7791046 1937496 5853550 76374 80052 80802 89161 85793 412182 78078 78078 8281306 54000 0.70680 0.70420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 5453 5453 2020296 2025749 251287 62822 0 0 222775 235229 238810 251287 948101 1422152 5631 8120 3608 5453 22812 55694 58807 59703 62822 237026 355539 11217 901 10316 180324 112287 68037 78353 OPERATING LEASE LIABILITY 2055350 PASSTHROUGH GRANT PAYABLE 100000 2155350 X 1433480 -783626 -783626 2217106 29153 29153 2246259 1996596 0 1996596 29153 29153 2025749 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. X X 0 0 0 0 0 0 0 1 0 DANIEL BRESETTE PRESIDENT 160077 0 0 0 0 0 15040 0 8009 0 183126 0 0 0 PART I, LINE 7 THE PRESIDENT DETERMINES BONUSES FOR OTHER STAFF AT DISCRETIONARY AMOUNTS. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED TO ALLOW THE BOARD, AT THEIR DISCRETION, TO DETERMINE THE MAXIMUM NUMBER OF MEMBERS. OTHER CHANGES INCLUDE THE POLICY FOR REMOVAL OF BOARD MEMBERS, REVISED DUTIES OF OFFICERS, ADDED POSITION OF PRESIDENT, AND ADDED EXECUTIVE COMMITTEE AUTHORITY SECTION. FORM 990, PART VI, SECTION B, LINE 11B VICE PRESIDENT OF FINANCE AND PRESIDENT 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 PRESIDENT COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND APPROVED BY THE FULL BOARD. THE COMPARABILITY OF CEO'S 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. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR