ENVIRONMENTAL AND ENERGY STUDY INSTITUTE: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ENVIRONMENTAL AND ENERGY STUDY INSTITUTE (EIN 52-1268030)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-17
IRS object ID
202122609349301307
Schema version
2020v4.1
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

FieldValueIRS element (for citing)
Return2021-09-17T13:05:45-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521711839PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COUNCILOR BUCHANAN & MITCHELL PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17910 WOODMONT AVE STE 500AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521268030EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ENVIRONMENTAL AND ENERGYBusinessNameLine1Txt
Business Name Line2STUDY INSTITUTEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlENVIBusinessNameControlTxt
Phone2026621881PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11020 19TH STREET NW NO 650AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200366101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL BRESETTEPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2026621881PhoneNum
Signature2021-09-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANIELPersonFirstNm
Person LastBRESETTEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHOLLY CAPORALEPreparerPersonNm
PTINP00235685PTIN
Phone3019860600PhoneNum
Preparation2021-09-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDANIEL BRESETTEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11020 19TH STREET NW NO 650AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200366101ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,956,086GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.EESI.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1982FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionBE A TRUSTED RESOURCE ON ENERGY AND THE ENVIRONMENT FOR OUR ELECTED OFFICIALS AND THE PUBLIC.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee25TotalEmployeeCnt
Total Volunteers4TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,466,919PYContributionsGrantsAmt
CY Contributions Grants$1,762,843CYContributionsGrantsAmt
PY Program Service Revenue$54,000PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$119,581PYInvestmentIncomeAmt
CY Investment Income$156,040CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,640,500PYTotalRevenueAmt
CY Total Revenue$1,918,883CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,000,228PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,231,839CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$228,533CYTotalFundraisingExpenseAmt
PY Other Expenses$477,524PYOtherExpensesAmt
CY Other Expenses$472,745CYOtherExpensesAmt
PY Total Expenses$1,477,752PYTotalExpensesAmt
CY Total Expenses$1,704,584CYTotalExpensesAmt
PY Revenues Less Expenses$162,748PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$214,299CYRevenuesLessExpensesAmt
Total Assets BOY$4,407,126TotalAssetsBOYAmt
Total Assets EOY$4,927,316TotalAssetsEOYAmt
Total Liabilities BOY$126,738TotalLiabilitiesBOYAmt
Total Liabilities EOY$154,614TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,280,388NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,772,702NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ENVIRONMENTAL AND ENERGY STUDY INSTITUTE (EESI) WAS FORMED IN 1984 AS A NOT-FOR-PROFIT ORGANIZATION BY A BIPARTISAN GROUP OF MEMBERS OF CONGRESS, INCLUDING OUR FOUNDER AND BOARD CHAIR EMERITUS, FORMER REPRESENTATIVE RICHARD OTTINGER (D-N.Y.).MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$907,722ExpenseAmt
DescFEDERAL CLIMATE AND CLEAN ENERGY POLICY:EESI WORKS TO CREATE AND INFORM A POLICY ENVIRONMENT IN WHICH POLICYMAKERS ARE EQUIPPED WITH KNOWLEDGE TO CURB CLIMATE CHANGE AND INCREASE RESILIENCE TO CURRENT AND FUTURE CLIMATE IMPACTS IN AN EQUITABLE WAY. IT IS ALSO URGENT FOR OUR COUNTRY'S LEADERS TO BUILD AWARENESS, KNOWLEDGE, AND UNDERSTANDING OF THE NEED FOR ACTION TO REDUCE THOSE IMPACTS. EESI INFORMS POLICYMAKERS ABOUT THE ECONOMIC DEVELOPMENT, ENERGY SECURITY, ENVIRONMENTAL, EQUITY, AND PUBLIC HEALTH BENEFITS OF SUSTAINABLY TAPPING THE COUNTRY'S ABUNDANT RENEWABLE ENERGY RESOURCES. IN ADDITION, EESI SHOWCASES SUSTAINABLE POLICIES AND TECHNOLOGIES FOR AGRICULTURE AND FORESTRY, BUILDINGS, DISTRIBUTED ENERGY RESOURCES, TRANSPORTATION, AND UTILITIES. IN 2020, EESI HEAVILY ENGAGED WITH THE HOUSE SELECT COMMITTEE ON THE CLIMATE CRISIS, WHICH HAS BEEN TASKED WITH ADVANCING POLICIES THAT ADDRESS THE CAUSES AND IMPACTS OF CLIMATE CHANGE. ARTICLES ABOUT THE COMMITTEE'S HEARINGS WERE PUBLISHED, AS WELL AS ARTICLES SHOWCASING THE 538-PAGE CLIMATE CRISIS REPORT RELEASED BY THE COMMITTEE'S MAJORITY STAFF, WHICH PROVIDED NUMEROUS RECOMMENDATIONS FOR CONGRESSIONAL ACTION ON CLIMATE CHANGE MITIGATION AND ADAPTATION. EESI PRODUCED ARTICLES HIGHLIGHTING THE REPORT'S RECOMMENDATIONS FOR ENERGY EFFICIENCY, NATURE-BASED SOLUTIONS, WORKFORCE DEVELOPMENT, AVIATION, AND RESILIENCE. EESI ALSO REFERENCED THE REPORT'S RECOMMENDATIONS IN TWO FACT SHEETS, ONE ON REVOLVING LOAN FUNDS AND RESILIENCE FINANCING AND THE OTHER ON ENERGY TRANSITIONS IN COAL COUNTRY. EESI WAS UNABLE TO HOLD IN-PERSON BRIEFINGS FOR MOST OF 2020 BECAUSE OF THE COVID-19 PANDEMIC, BUT WE WERE ABLE TO QUICKLY PIVOT TO HOLDING ONLINE-ONLY BRIEFINGS. OVER THE ENTIRE YEAR, WE ORGANIZED 30 BRIEFINGS, 26 OF WHICH WERE ONLINE ONLY. THEY WERE ATTENDED BY 4,013 MEMBERS OF THE POLICY COMMUNITY (ALMOST 26 PERCENT MORE THAN IN 2019). EESI'S BRIEFINGS ARE A CRITICAL RESOURCE TO INFORM AND EDUCATE CONGRESS, THE EXECUTIVE BRANCH, POLICYMAKERS, MEDIA, AND THE PUBLIC ABOUT THE LATEST SCIENCE, TECHNOLOGY, AND POLICY DEVELOPMENTS IN ENERGY AND ENVIRONMENT. ALL CONGRESSIONAL OFFICES ARE INVITED TO OUR BRIEFINGS AND STAFF FROM 163 CONGRESSIONAL OFFICES-FROM BOTH SIDES OF THE AISLE-ATTENDED IN 2020. OUR PUBLIC BRIEFINGS ARE LIVE CAST AND RECORDED FOR ONLINE DISTRIBUTION, WHICH FURTHER EXTENDS THEIR REACH AND IMPACT; OUR YOUTUBE CHANNEL HAS MORE THAN 353,920 CUMULATIVE VIEWS. IN ADDITION, 587 INDIVIDUALS FROM GOVERNMENT, ACADEMIA, INDUSTRY, MEDIA OUTLETS, AND THE GREATER POLICY COMMUNITY PARTICIPATED IN THE ONLINE EDITION OF OUR BIPARTISAN CONGRESSIONAL RENEWABLE ENERGY AND ENERGY EFFICIENCY EXPO AND POLICY FORUM, WHICH FEATURED 25 SPEAKERS AND REMARKS FROM FIVE MEMBERS OF CONGRESS. A 16-PART BRIEFING SERIES ON COASTAL RESILIENCE CULMINATED IN THE RELEASE OF A COMPREHENSIVE REPORT, A RESILIENT FUTURE FOR COASTAL COMMUNITIES, DESIGNED AS A PRACTICAL RESOURCE FOR CONGRESS, FEDERAL AGENCIES, AND THE PUBLIC. THE REPORT CONTAINS 30 SPECIFIC RECOMMENDATIONS TO SUPPORT COASTAL COMMUNITY RESILIENCE TO EXTREME WEATHER, EROSION, FLOODING, SEA LEVEL RISE, AND OTHER HAZARDS EXACERBATED BY CLIMATE CHANGE. RECOMMENDATIONS INCLUDE ADDRESSING GAPS IN CLIMATE ADAPTATION RESEARCH AND DATA, SUPPORTING COMMUNITY-BASED ADAPTATION PLANNING, AND ADOPTING INNOVATIVE WAYS TO FINANCE ADAPTATION AND RESILIENCE PROJECTS. THE REPORT ALSO PROPOSES SIX GUIDING PRINCIPLES TO INFORM THE IMPLEMENTATION OF COASTAL RESILIENCE POLICY IN GENERAL, SUCH AS BASING PLANNING ON THE CLIMATE OF THE FUTURE (RATHER THAN THE CLIMATE OF THE PAST), INTEGRATING CLIMATE JUSTICE AND EQUITY IN RESILIENCE AND ADAPTATION INITIATIVES, AND SUPPORTING ON-THE-GROUND WORK. EESI HAS BEEN A VOCAL ADVOCATE OF NATURE-BASED SOLUTIONS, WHICH CAN HELP ADDRESS MANY OF THE CHALLENGES POSED BY CLIMATE CHANGE, SUCH AS MORE EXTREME WEATHER, RISING SEA LEVELS, AND WORSENING URBAN HEAT ISLAND EFFECTS. NATURE-BASED SOLUTIONS INCLUDE RESTORING WETLANDS AND MANGROVES, BUILDING RAIN GARDENS AND GREEN ROOFS, AND PLANTING TREES. SUCH "GREEN" INFRASTRUCTURE, WHICH IS OFTEN CHEAPER THAN CONVENTIONAL "GRAY" INFRASTRUCTURE, CAN ALSO CREATE SUSTAINABLE LOCAL JOBS AND HELP REVITALIZE NEIGHBORHOODS WHILE MAKING THEM HEALTHIER.OUR 2020 FACT SHEET, FEDERAL RESOURCES FOR NATURE-BASED SOLUTIONS TO CLIMATE CHANGE, PROVIDES AN OVERVIEW OF 13 FEDERAL PROGRAMS ACROSS SIX FEDERAL AGENCIES THAT MAKE FUNDING AVAILABLE FOR NATURE-BASED PROJECTS. IN ADDITION TO RESILIENCE, EESI MADE WORKFORCE DEVELOPMENT A TOP PRIORITY, TO ACCELERATE RECOVERY FROM THE COVID CRISIS AND AN EQUITABLE TRANSITION TO CLEAN ENERGY. EACH WEDNESDAY IN SEPTEMBER 2020, WE COVERED A NEW WORKFORCE DEVELOPMENT TOPIC, INCLUDING HIGH SCHOOL PREPARATION, CLIMATE AND CONSERVATION CORPS, COAL COMMUNITY TRANSITIONS, MASS TIMBER, AND SMALL BUSINESS. THIS WORKFORCE WEDNESDAYS SERIES WAS A SMASHING SUCCESS, AND WORKFORCE DEVELOPMENT CONTINUES TO FEATURE PROMINENTLY IN EESI'S WORK AS A KEY POLICY OPPORTUNITY AND A CRITICAL ELEMENT OF A "JUST TRANSITION" TO A DECARBONIZED, CLEAN ENERGY ECONOMY. COMMUNITIES THAT HAVE RELIED ON FOSSIL FUEL MINING AND PROCESSING FOR YEARS NEED HELP AS THE U.S. ECONOMY TRANSITIONS TO CLEAN ENERGY. OUR FACT SHEET ABOUT HOW COAL COUNTRY CAN ADAPT TO THE ENERGY TRANSITION RECOMMENDS MEASURES POLICYMAKERS CAN TAKE TO HELP THESE COMMUNITIES SEIZE OPPORTUNITIES AND THRIVE IN A NEW ENERGY ENVIRONMENT. EESI STAFF ARE AVAILABLE TO SPEAK AND ADVISE ON SUSTAINABLE POLICY OPTIONS IN THE CLIMATE, ENERGY, AGRICULTURE, BUILDINGS, HEALTH, AND TRANSPORTATION SECTORS. MEMBERS OF THE MEDIA OFTEN CALL ON EESI FOR INSIGHTS, QUOTES, AND BACKGROUND INFORMATION, AS WELL AS TO SPEAK AT A VARIETY OF WORKSHOPS AND CONFERENCES. EESI REGULARLY WRITES ARTICLES AND OP?EDS FOR PUBLICATIONS, FURTHER EXTENDING THE REACH OF OUR MESSAGE. THE PAST YEAR ALSO SAW THE LAUNCH OF SEVERAL INTERNAL INITIATIVES. FIRST AND FOREMOST, WE COMPLETED A STRATEGIC REFRESH OF OUR MISSION, VISION, AND LONG-TERM OUTCOMES IN 2020. OUR NEW MISSION-WHOLLY CONSISTENT WITH OUR WORK TO DATE-IS TO ADVANCE SCIENCE-BASED SOLUTIONS FOR CLIMATE CHANGE, ENERGY, AND ENVIRONMENTAL CHALLENGES. OUR VISION IS A SUSTAINABLE, RESILIENT, AND EQUITABLE WORLD. WE ALSO REFRESHED OUR DESIRED OUTCOMES IN A WAY THAT IS CONSISTENT WITH OUR HISTORY AND COGNIZANT OF THE URGENT NEED TO ADDRESS CLIMATE CHANGE. OUR LONG-TERM OUTCOMES ARE: (1) CLEAN, DECARBONIZED ENERGY THAT IS AFFORDABLE AND ACCESSIBLE FOR ALL; (2) RESILIENT, HEALTHY, SUSTAINABLE, AND JUST COMMUNITIES THAT CAN PREPARE FOR AND ADAPT TO CLIMATE CHANGE IMPACTS AND OTHER DISASTERS; AND (3) INFORMED DECISION-MAKERS MOTIVATED AND EQUIPPED TO ACT ON URGENTLY-NEEDED CLIMATE SOLUTIONS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$436,796ExpenseAmt
DescACCESS CLEAN ENERGY SAVINGS:EESI ESTABLISHED AND OPERATES THE ACCESS CLEAN ENERGY SAVINGS PROGRAM TO PROVIDE LOCAL TECHNICAL ASSISTANCE TO UTILITY-BASED ENERGY EFFICIENCY PROGRAMS, FOCUSING ON RURAL ELECTRIC COOPERATIVES, PUBLIC POWER UTILITIES, AND GREEN BANKS. MAKING ELECTRIC COOPERATIVES MORE SUSTAINABLE HAS A SIGNIFICANT IMPACT ON REDUCING U.S. CARBON EMISSIONS. NATIONWIDE, NEARLY 3,000 SUCH UTILITIES PROVIDE POWER TO 81 MILLION AMERICANS. GREATER ENERGY EFFICIENCY REDUCES HOUSEHOLD ENERGY COSTS AND IMPROVES RELIABILITY AND COMFORT, WHILE REDUCING FOSSIL FUEL USE. THE PROGRAM PROMOTES THE ADOPTION OF ON-BILL FINANCING, A MECHANISM ALLOWING CUSTOMERS TO PAY FOR HOME ENERGY IMPROVEMENTS OVER TIME VIA THEIR UTILITY BILLS, THEREBY EXPANDING ACCESS TO COST-SAVING ENERGY MEASURES TO HOUSEHOLDS OF ANY INCOME LEVEL. INDEED, EESI'S PROGRAM DESIGN PLACES AN EMPHASIS ON ACCESSIBILITY AND INCLUSION BY FORGOING TRADITIONAL CREDIT APPROVAL PROCESSES. RATHER, EESI RECOMMENDS THAT CUSTOMERS WITH GOOD BILL PAYMENT HISTORY, WHETHER THEY ARE RENTERS OR OWNERS, BE ALLOWED TO PARTICIPATE IN THE PROGRAM. ADDITIONALLY, AS PART OF OUR PUSH FOR MORE EQUITABLE SOLUTIONS TO ADVANCE CLEAN ENERGY PROGRAMS, WE HAVE DEVELOPED A SUCCESSFUL PARTNERSHIP WITH NAACP'S ENVIRONMENTAL AND CLIMATE JUSTICE PROGRAM. LOW-INCOME HOUSEHOLDS, WHICH SPEND A HIGHER SHARE OF THEIR INCOMES ON ENERGY, HAVE MORE TO GAIN FROM MAKING THEIR HOMES MORE ENERGY EFFICIENT AND SWITCHING TO RENEWABLE ENERGY. BUT HIGH UPFRONT COSTS OFTEN PREVENT THESE HOUSEHOLDS FROM INVESTING IN CLEAN ENERGY, EVEN WHEN DOING SO WOULD SAVE THEM MONEY AND MAKE THEIR HOMES MORE COMFORTABLE, HEALTHIER, AND MORE RESILIENT. EESI RELEASED A PEER-REVIEWED PAPER, INCLUSIVE FINANCING PROGRAMS FOR SOLAR AND ELECTRIFICATION, ABOUT HOW INCLUSIVE ON-BILL FINANCING PROGRAMS FOR CLEAN ENERGY CAN EXPAND AFFORDABILITY AND INCREASE ACCESS TO CAPITAL WHILE PROMOTING EQUITY FOR HOUSEHOLDS AND BUSINESSES. THE PAPER HIGHLIGHTS THE HAWAII GREEN ENERGY MONEY $AVER (GEM$) AND SAN JUAN COUNTY, WASHINGTON, SWITCH IT UP! PROGRAMS AS TWO EXAMPLES OF INCLUSIVE FINANCING PROGRAMS FOR CLEAN ENERGY UPGRADES THAT EESI HELPED DEVELOP. BOTH PROGRAMS PROVIDE FINANCING TO EVERYONE REGARDLESS OF INCOME, CREDIT HISTORY, OR RENTER STATUS. HISTORICALLY, ON-BILL FINANCING PROGRAMS HAVE FOCUSED ON ENERGY EFFICIENCY MEASURES, BUT NOW A NEW WAVE OF PROGRAMS ARE EMERGING THAT ALSO FINANCE SOLAR ROOFTOP PANELS, BENEFICIAL ELECTRIFICATION PROJECTS, AND BATTERY STORAGE DEVICES. IN 2020, EESI HELPED DEVELOP AND IMPROVE ON-BILL FINANCING PROGRAMS IN 18 STATES THROUGHOUT THE COUNTRY, INCLUDING ALASKA, COLORADO, HAWAII, INDIANA, AND OHIO. THESE PROGRAMS SUPPORT BOTH ENERGY EFFICIENCY AND RENEWABLE ENERGY, SUCH AS COMMUNITY SOLAR. ALASKA WAS A MAJOR FOCUS IN 2020. WE WORKED WITH THE CITY OF JUNEAU ON AN EFFICIENT ELECTRIC HEATING PROGRAM, AND A PILOT PROGRAM TO UPGRADE 150 HOMES WAS LAUNCHED IN 2020. WE ALSO CONNECTED WITH TWO ALASKA ELECTRIC COOPERATIVES: GRAND VALLEY ELECTRIC ASSOCIATION (GVEA), WHICH COVERS THE GREATER FAIRBANKS AREA, AND HOMER ELECTRIC ASSOCIATION (HEA). IN COLORADO, EESI HELPED MOUNTAIN PARKS ELECTRIC (MPE), AN ELECTRIC COOPERATIVE NORTHWEST OF DENVER, LAUNCH ITS "ELECTRIFY EVERYTHING" ON-BILL FINANCING PROGRAM, BACKED BY A $10M FEDERAL GOVERNMENT LOAN. MPE'S ON-BILL FINANCING PROGRAM ALLOWS THE COOPERATIVE'S MEMBERS TO FINANCE AIR-SOURCE HEAT PUMPS, HEAT PUMP WATER HEATERS, AND RESIDENTIAL SOLAR PV PANELS. EESI WORKS TO PROMOTE AND IMPROVE THE U.S. DEPARTMENT OF AGRICULTURE'S RURAL ENERGY SAVINGS PROGRAM (RESP), WHICH PROVIDES PARTICIPATING ELECTRIC COOPERATIVES AND MUNICIPAL UTILITIES WITH ZERO-INTEREST FEDERAL LOANS, TO ACCELERATE CUSTOMERS' ADOPTION OF ENERGY EFFICIENCY AND RENEWABLE ENERGY. TOGETHER WITH THE NATIONAL COOPERATIVE BUSINESS ASSOCIATION, EESI IS LEADING A CAMPAIGN TO SHORE UP SUPPORT FOR RESP. WE WERE ALSO A MAJOR DRIVER BEHIND RESP'S DECISION TO ACCEPT APPLICATIONS FROM GREEN BANKS, DEDICATED FINANCIAL INSTITUTIONS THAT FOCUS ON FUNDING CLEAN ENERGY AND RESILIENCE INITIATIVES. GREEN BANKS ARE NATURAL PARTNERS FOR RURAL UTILITIES SEEKING TO SET UP ON-BILL FINANCING PROGRAMS BECAUSE THEY CAN EASILY HANDLE A PROGRAM'S FINANCIAL COMPONENTS, WHICH REDUCES THE ADMINISTRATIVE BURDEN ON UTILITIES. NEW ROUNDS OF RESP FUNDING OPENED IN APRIL AND DECEMBER 2020, AND FOR THE FIRST TIME EVER, GREEN BANKS WERE ELIGIBLE FOR THE LOANS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,344,518TotalProgramServiceExpensesAmt
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Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
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Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
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Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
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Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
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Schedule J RequiredYes (1)ScheduleJRequiredInd
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Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
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Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
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States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTXStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldIAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVTStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID ROBISON - DIRECTOR OF FINANCEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2026281400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11020 19TH ST NW SUITE 650AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JARED BLUM
CHAIR8.00Yes (X)Yes (X)$0$0$0
LINDA CHURCH-CIOCCI
VICE CHAIR0.60Yes (X)Yes (X)$0$0$0
SHELLEY FIDLER
SECRETARY/TREASURER0.60Yes (X)Yes (X)$0$0$0
RICHARD L OTTINGER
CHAIR EMERITUS0.60Yes (X)Yes (X)$0$0$0
ROSINA M BIERBAUM PHD
DIRECTOR0.60Yes (X)$0$0$0
JOSEPH CAVARRETTA
DIRECTOR0.60Yes (X)$0$0$0
MONTY COOPER
DIRECTOR0.60Yes (X)$0$0$0
LAURA KALICK
DIRECTOR0.60Yes (X)$0$0$0
FRANK MURRAY
DIRECTOR0.60Yes (X)$0$0$0
RAYA SALTER
DIRECTOR0.60Yes (X)$0$0$0
CHRISTOPHER SCHEPIS
DIRECTOR0.60Yes (X)$0$0$0
JEFFERY W TALLEY
DIRECTOR0.60Yes (X)$0$0$0
DAVID TERRY
DIRECTOR0.60Yes (X)$0$0$0
DANIEL BRESETTE
EXECUTIVE DIRECTOR50.00Yes (X)$158,580$0$10,501
FieldValueIRS element (for citing)
Total Reportable Comp From Org$158,580TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$10,501TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$68,031FederatedCampaignsAmt
All Other Contributions$1,694,812AllOtherContributionsAmt
Total Contributions$1,762,843TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$80,802TotalRevenueColumnAmt
Exclusion$80,802ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,112,441SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,037,203SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$75,238SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$75,238TotalRevenueColumnAmt
Exclusion$75,238ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,918,883TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$156,040ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$169,080TotalAmt
Program Services$135,812ProgramServicesAmt
Management And General$8,173ManagementAndGeneralAmt
Fundraising$25,095FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$861,111TotalAmt
Program Services$694,310ProgramServicesAmt
Management And General$41,647ManagementAndGeneralAmt
Fundraising$125,154FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$53,055TotalAmt
Program Services$42,695ProgramServicesAmt
Management And General$2,583ManagementAndGeneralAmt
Fundraising$7,777FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$70,925TotalAmt
Program Services$56,780ProgramServicesAmt
Management And General$3,388ManagementAndGeneralAmt
Fundraising$10,757FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$77,668TotalAmt
Program Services$62,496ProgramServicesAmt
Management And General$3,778ManagementAndGeneralAmt
Fundraising$11,394FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$26,216TotalAmt
Management And General$26,216ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$26,786TotalAmt
Management And General$26,786ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$176,277TotalAmt
Program Services$168,643ProgramServicesAmt
Management And General$772ManagementAndGeneralAmt
Fundraising$6,862FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$26,629TotalAmt
Program Services$18,134ProgramServicesAmt
Management And General$822ManagementAndGeneralAmt
Fundraising$7,673FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$144,353TotalAmt
Program Services$116,312ProgramServicesAmt
Management And General$6,984ManagementAndGeneralAmt
Fundraising$21,057FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,464TotalAmt
Program Services$5,464ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,365TotalAmt
Program Services$1,135ProgramServicesAmt
Management And General$57ManagementAndGeneralAmt
Fundraising$173FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$17,919TotalAmt
Program Services$14,439ProgramServicesAmt
Management And General$866ManagementAndGeneralAmt
Fundraising$2,614FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,824TotalAmt
Management And General$8,824ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES & SUBSCRIPTIONS$33,660$24,067$382$9,211
MISCELLANEOUS$5,252$4,231$255$766

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,704,584TotalAmt
Program Services$1,344,518ProgramServicesAmt
Management And General$131,533ManagementAndGeneralAmt
Fundraising$228,533FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$210,220BOYAmt
EOY$119,230EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$81,263BOYAmt
EOY$114,375EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$276,485BOYAmt
EOY$516,636EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,790BOYAmt
EOY$10,472EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$53,374BOYAmt
EOY$43,144EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$121,695LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$82,132LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$52,078BOYAmt
EOY$39,563EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,713,049BOYAmt
EOY$4,072,029EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$11,867BOYAmt
EOY$11,867EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,407,126BOYAmt
EOY$4,927,316EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$66,361BOYAmt
EOY$88,746EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$60,377BOYAmt
EOY$65,868EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$126,738BOYAmt
EOY$154,614EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,668,415BOYAmt
EOY$3,948,996EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$611,973BOYAmt
EOY$823,706EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,280,388BOYAmt
EOY$4,772,702EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,407,126BOYAmt
EOY$4,927,316EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$214,299ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$278,015NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$840,700CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,294,820CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,227,630CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,466,919CurrentTaxYearMinus1YearAmt
Current Tax Year$1,762,843CurrentTaxYearAmt
Total$6,592,912TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$54,000CurrentTaxYearMinus1YearAmt
Total$54,000TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$840,700CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,294,820CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,227,630CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,520,919CurrentTaxYearMinus1YearAmt
Current Tax Year$1,762,843CurrentTaxYearAmt
Total$6,646,912TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$240,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$615,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$165,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$515,000CurrentTaxYearMinus1YearAmt
Current Tax Year$515,000CurrentTaxYearAmt
Total$2,050,000TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$240,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$615,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$165,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$515,000CurrentTaxYearMinus1YearAmt
Current Tax Year$515,000CurrentTaxYearAmt
Total$2,050,000TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$4,596,912PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,553CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$69,720CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,374CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$80,052CurrentTaxYearMinus1YearAmt
Current Tax Year$80,802CurrentTaxYearAmt
Total$373,501TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,553CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$69,720CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,374CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$80,052CurrentTaxYearMinus1YearAmt
Current Tax Year$80,802CurrentTaxYearAmt
Total$373,501TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$907,253CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,364,540CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,304,004CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,600,971CurrentTaxYearMinus1YearAmt
Current Tax Year$1,843,645CurrentTaxYearAmt
Total$7,020,413TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.65480PublicSupportCY509Pct
Public Support PY5090.65990PublicSupportPY509Pct
Investment Income CY0.05320InvestmentIncomeCYPct
Investment Income PY0.06170InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$8,120FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$8,120FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,696,464FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,704,584FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$235,229FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$58,807FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$204,657CurrentYearMinus3Amt
Current Year Minus2$209,534CurrentYearMinus2Amt
Current Year Minus1$222,775CurrentYearMinus1Amt
Current Year$235,229CurrentYearAmt
Total$872,195TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,308,293LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus1$5,631CurrentYearMinus1Amt
Current Year$8,120CurrentYearAmt
Total$13,751TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$51,164CurrentYearMinus3Amt
Current Year Minus2$52,384CurrentYearMinus2Amt
Current Year Minus1$55,694CurrentYearMinus1Amt
Current Year$58,807CurrentYearAmt
Total$218,049TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$327,074GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,304OtherCostOrOtherBasisAmt
Depreciation$4,318DepreciationAmt
Book Value$6,986BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$110,391OtherCostOrOtherBasisAmt
Depreciation$77,814DepreciationAmt
Book Value$32,577BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$39,563TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED RENTDesc
Amt$65,868Amt
FieldValueIRS element (for citing)
Total Liability$65,868TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,170,112TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$278,015NetUnrealizedGainsInvstAmt
Revenue Not Reported$278,015RevenueNotReportedAmt
Revenue Subtotal$1,892,097RevenueSubtotalAmt
Investment Expenses Not Incld$26,786InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$26,786RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,918,883TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,677,798TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,677,798ExpensesSubtotalAmt
Investment Expenses Not Incld2$26,786InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$26,786ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,704,584TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationEESI 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 IT IS FILED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDANIEL BRESETTEPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$153,580BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$5,000BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$3,624DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$6,877NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$169,081TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:THEY IDENTIFIED A NEED FOR POLICYMAKERS TO HAVE GREATER ACCESS TO FACT-BASED INFORMATION ON ENERGY AND ENVIRONMENTAL ISSUES. IN 1988, EESI'S BOARD ISSUED A POLICY DECLARATION STATING THAT IT IS A MORAL IMPERATIVE TO ADDRESS CLIMATE CHANGE AND THAT ALL OF EESI'S WORK SHOULD BE LOOKED AT THROUGH A CLIMATE LENS-A PRINCIPLE THAT CONTINUES TO GUIDE US TODAY. OUR MISSION IS TO ADVANCE SCIENCE-BASED SOLUTIONS FOR CLIMATE CHANGE, ENERGY, AND ENVIRONMENTAL CHALLENGES TO ACHIEVE A SUSTAINABLE, RESILIENT, AND EQUITABLE WORLD. EESI HAS BEEN WORKING WITH EXPERTS ON THE LEADING EDGE OF SCIENCE, TECHNOLOGY, AND POLICY TO HELP SHARE THEIR KNOWLEDGE WITH POLICYMAKERS IN CONGRESS. AS AN INDEPENDENT AND TRUSTED NONPARTISAN POLICY INSTITUTION, EESI HAS MORE THAN 37 YEARS OF EXPERIENCE TURNING COMPLEX CONCEPTS INTO UNDERSTANDABLE INFORMATION, INVITING DECISION-MAKERS FROM BOTH SIDES OF THE AISLE TO ASK QUESTIONS AND FIND SOLUTIONS TO ONE OF THE GREATEST CHALLENGES IN HUMAN HISTORY, CLIMATE CHANGE. IN ITS WORK, EESI CONDUCTS CONGRESSIONAL BRIEFINGS, RELEASES WHITE PAPERS, AND PUBLISHES WEB ARTICLES, VIDEOS, AND NEWSLETTERS. ALL OF THESE RESOURCES ARE FREELY AVAILABLE ON OUR WEBSITE, WWW.EESI.ORG, AND TO EMAIL SUBSCRIBERS.
FORM 990, PART III, LINE 4A, PROGRAM SERVICE DESCRIPTION:EESI HAS ALWAYS VALUED THE PRINCIPLES OF DIVERSITY, EQUITY, AND INCLUSION AS CRITICAL TO FAIR AND EQUITABLE PROGRAMS AND POLICIES THAT ADVANCE CLIMATE SOLUTIONS. EESI'S BOARD OF DIRECTORS ESTABLISHED A COMMITTEE ON DIVERSITY, EQUITY, AND INCLUSION AND ADOPTED A RESOLUTION FORMALLY ESTABLISHING THEM AS CORE VALUES. EESI STRIVES TO WEAVE THESE VALUES INTO OUR POLICY RECOMMENDATIONS, TECHNICAL ASSISTANCE WORK, COMMUNICATIONS, OPERATIONS, AND EVERYTHING ELSE WE DO. WE BEGAN REACHING OUT TO AND BUILDING RELATIONSHIPS WITH DIVERSE SCHOOLS NATIONWIDE TO INCREASE DIVERSITY AMONG APPLICANTS FOR OUR INTERNSHIPS. EESI WAS DELIGHTED TO WELCOME TWO NEW BOARD MEMBERS IN 2020 WHO ARE CONTRIBUTING NEW EXPERTISE AND DIVERSE PERSPECTIVES TO EESI. LAST YEAR SAW THE LAUNCH OF TWO NEW OUTREACH TOOLS: A NEWSLETTER AND A PODCAST. THE NEWSLETTER, EESI IMPACT, REPLACES EESI UPDATE, WHICH WAS A PERIODIC UPDATE TO EESI'S FRIENDS ON OUR WORK. EESI IMPACT SERVES THE SAME PURPOSE, BUT IN A MUCH MORE APPEALING FORMAT. WITH A GREATER EMPHASIS ON GRAPHICS, IT IS SPECIFICALLY DESIGNED TO BE A FAST READ, SO OUR DONORS AND STAKEHOLDERS CAN QUICKLY UNDERSTAND WHERE WE ARE DEVOTING OUR RESOURCES AND WHAT RESULTS WE ARE GENERATING. YOU CAN SUBSCRIBE FOR FREE AT WWW.EESI.ORG/SUBSCRIBE. OUR NEW PODCAST, THE CLIMATE CONVERSATION, WAS LAUNCHED IN OCTOBER 2020. IT IS MEANT TO MOVE PAST THE DOOM AND GLOOM AROUND CLIMATE CHANGE, AND FOCUS ON PROGRESS, SOLUTIONS, AND OPPORTUNITIES, BOTH ON THE HILL AND IN COMMUNITIES THROUGHOUT THE UNITED STATES. TWICE A MONTH, EESI STAFF MEMBERS INTERVIEW ENVIRONMENTAL, ENERGY, AND POLICY EXPERTS ON PRACTICAL, ON-THE-GROUND WORK THAT COMMUNITIES, COMPANIES, AND GOVERNMENTS ARE DOING TO ADDRESS CLIMATE CHANGE. YOU CAN SUBSCRIBE TO THE CLIMATE CONVERSATION ON APPLE PODCASTS AND GOOGLE PODCASTS.
FORM 990, PART III, LINE 4B, PROGRAM SERVICE DESCRIPTION:ONCE THE RESP ELIGIBILITY EXPANSION WAS ANNOUNCED, EESI QUICKLY GOT THE WORD OUT ABOUT THE NEW OPPORTUNITY TO GREEN BANKS AROUND THE COUNTRY. THE RESPONSE WAS RESOUNDING: IN JUST A FEW MONTHS, WE HELPED EIGHT GREEN BANKS APPLY FOR A COMBINED $50 MILLION IN RESP FUNDS. IN PARTICULAR, EESI HELPED A GREEN BANK SUBMIT A RESP APPLICATION FOR $10 MILLION TO HELP MORE HOUSEHOLDS AND SMALL BUSINESSES IN RURAL, UNDERSERVED, AND DISTRESSED COMMUNITIES PARTICIPATE IN ITS EXISTING ENERGY EFFICIENCY AND CLEAN ENERGY PROGRAMS. THE APPLICATION ALSO PROPOSED A NEW ON-BILL FINANCING PROGRAM FOR RESIDENTIAL SOLAR AND BATTERY STORAGE AS PART OF ITS BROADER GOAL TO DEPLOY 50 MEGAWATTS OF BATTERY STORAGE BY THE END OF 2025. USDA HAS ALREADY GIVEN INITIAL APPROVAL TO FIVE OF THESE GREEN BANK APPLICATIONS TOTALING $35 MILLION. IN ALL, RESP DISBURSED $104 MILLION AND MADE 11 LOANS IN 2020-ITS BIGGEST YEAR TO DATE. EESI ALSO ENCOURAGES UTILITIES TO REPLACE DIRECT FOSSIL FUEL USE (E.G., PROPANE, HEATING OIL, GASOLINE) WITH ELECTRICITY IN A WAY THAT REDUCES OVERALL EMISSIONS AND ENERGY COSTS FOR HOUSEHOLDS AND BUSINESSES. THIS PROCESS IS KNOWN AS "BENEFICIAL ELECTRIFICATION." EESI IS AN ACTIVE MEMBER OF THE BENEFICIAL ELECTRIFICATION LEAGUE, A NOT-FOR-PROFIT ESTABLISHED BY THE NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) AND THE NATURAL RESOURCES DEFENSE COUNCIL TO PROMOTE BEST PRACTICES TO THE APPROACH. EESI ACTIVELY PARTICIPATES IN LEAGUE-HOSTED STATEWIDE ELECTRIFICATION EVENTS FOR ELECTRIC COOPERATIVES IN COLORADO, INDIANA, IOWA, NORTH CAROLINA, AND WISCONSIN.
FORM 990, PART VI, SECTION B, LINE 11BDIRECTOR OF FINANCE AND EXECUTIVE DIRECTOR REVIEW FORM 990 BEFORE SENDING IT TO BOARD. THE BOARD REVIEWS FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 15THE CHAIRMAN OF THE BOARD REVIEWS AND APPROVES EXECUTIVE COMPENSATION IN CONSULTATION WITH THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19COPIES OF THE AUDITED FINANCIAL STATEMENTS AND TAX STATUS DETERMINATION LETTER ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GON-BILL FINANCING PROJECT CONSULTANTS: PROGRAM SERVICE EXPENSES 168,643. MANAGEMENT AND GENERAL EXPENSES 772. FUNDRAISING EXPENSES 6,862. TOTAL EXPENSES 176,277.
FORM 990, PART XII, LINE 2C:THE PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR.

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