2021-09-17T13:05:45-05:00 2020-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2020-01-01 521268030 ENVIRONMENTAL AND ENERGY STUDY INSTITUTE ENVI 2026621881 1020 19TH STREET NW NO 650 WASHINGTON DC 200366101 DANIEL BRESETTE EXECUTIVE DIRECTOR 2026621881 2021-09-13 1 DANIEL BRESETTE 999009999 HOLLY CAPORALE P00235685 3019860600 2021-09-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DANIEL BRESETTE 1020 19TH STREET NW NO 650 WASHINGTON DC 200366101 2956086 0 X WWW.EESI.ORG X 1982 DC BE A TRUSTED RESOURCE ON ENERGY AND THE ENVIRONMENT FOR OUR ELECTED OFFICIALS AND THE PUBLIC. 13 13 25 4 0 0 1466919 1762843 54000 0 119581 156040 0 0 1640500 1918883 0 0 0 0 1000228 1231839 0 0 228533 477524 472745 1477752 1704584 162748 214299 4407126 4927316 126738 154614 4280388 4772702 X THE 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.). 0 0 907722 FEDERAL 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. 436796 ACCESS 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. 1344518 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 6 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 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 - DIRECTOR OF FINANCE 2026281400 1020 19TH ST NW SUITE 650 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 SHELLEY FIDLER 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 LAURA KALICK 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 JEFFERY W TALLEY DIRECTOR 0.60 X 0 0 0 DAVID TERRY DIRECTOR 0.60 X 0 0 0 DANIEL BRESETTE EXECUTIVE DIRECTOR 50.00 X 158580 0 10501 158580 0 10501 1 0 1 0 0 68031 1694812 1762843 80802 80802 1112441 1037203 75238 75238 75238 1918883 0 0 156040 X 169080 135812 8173 25095 861111 694310 41647 125154 53055 42695 2583 7777 70925 56780 3388 10757 77668 62496 3778 11394 26216 26216 26786 26786 176277 168643 772 6862 26629 18134 822 7673 144353 116312 6984 21057 5464 5464 1365 1135 57 173 17919 14439 866 2614 8824 8824 DUES & SUBSCRIPTIONS 33660 24067 382 9211 MISCELLANEOUS 5252 4231 255 766 1704584 1344518 131533 228533 210220 119230 81263 114375 276485 516636 8790 10472 53374 43144 121695 82132 52078 39563 3713049 4072029 11867 11867 4407126 4927316 66361 88746 60377 65868 126738 154614 X 3668415 3948996 611973 823706 4280388 4772702 4407126 4927316 214299 278015 0 X X 0 1 X 1 0 X 840700 1294820 1227630 1466919 1762843 6592912 54000 54000 840700 1294820 1227630 1520919 1762843 6646912 240000 615000 165000 515000 515000 2050000 0 240000 615000 165000 515000 515000 2050000 4596912 66553 69720 76374 80052 80802 373501 66553 69720 76374 80052 80802 373501 907253 1364540 1304004 1600971 1843645 7020413 0.65480 0.65990 0.05320 0.06170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8120 8120 1696464 1704584 235229 58807 0 0 204657 209534 222775 235229 872195 1308293 5631 8120 13751 51164 52384 55694 58807 218049 327074 11304 4318 6986 110391 77814 32577 39563 DEFERRED RENT 65868 65868 X 2170112 278015 278015 1892097 26786 26786 1918883 1677798 0 1677798 26786 26786 1704584 PART X, LINE 2: 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 IT IS FILED. X X 0 0 0 0 0 0 0 0 0 DANIEL BRESETTE EXECUTIVE DIRECTOR 153580 0 5000 0 0 0 3624 0 6877 0 169081 0 0 0 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 11B DIRECTOR 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 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 15 THE CHAIRMAN OF THE BOARD REVIEWS AND APPROVES EXECUTIVE COMPENSATION IN CONSULTATION WITH THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE AUDITED FINANCIAL STATEMENTS AND TAX STATUS DETERMINATION LETTER ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G ON-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.