2025-11-12T15:00:42-06:00 2024-12-31 521186096 RUBINO AND COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 300 BETHESDA MD 208171818 990 2024-01-01 521268030 ENVIRONMENTAL AND ENERGY STUDY INSTITUTE ENVI 2026281400 1020 19TH ST NW 400 WASHINGTON DC 20036 DANIEL BRESETTE PRESIDENT 2026281400 2025-11-12 1 0 KAY VOLLANS CPA P01404047 3015643636 2024 2025-03-06 01:10:19Z DANIEL BRESETTE 1020 19TH ST NW 400 WASHINGTON DC 20036 4385090 0 X WWW.EESI.ORG X 1982 DC EDUCATE POLICYMAKERS ABOUT SCIENCE-BASED SOLUTIONS FOR CLIMATE CHANGE, ENERGY, AND THE ENVIRONMENT. 15 15 23 20 0 0 1632979 1636427 0 0 157230 628751 0 0 1790209 2265178 13800 13800 0 0 1567464 1580114 0 38000 418351 582477 575306 2163741 2207220 -373532 57958 6543555 6272435 2099288 1935210 4444267 4337225 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 1175594 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 REACHED 83% OF CONGRESSIONAL OFFICES BY THE END OF 2024. IN 2024, MORE THAN 2,910 PEOPLE ATTENDED OUR 20 BRIEFINGS. MORE THAN 14,500 SUBSCRIBERS RECEIVED THE BIWEEKLY NEWSLETTER, CLIMATE CHANGE SOLUTIONS, AND MORE THAN 7,800 PEOPLE RECEIVED THE DAILY NEWSLETTER, COP DISPATCH, DURING THE GLOBAL CLIMATE SUMMIT (COP29). EPISODES OF EESI'S PODCAST, THE CLIMATE CONVERSATION, WERE STREAMED ABOUT 6,000 TIMES. EESI PUBLISHED 96 CLIMATE-RELATED ARTICLES AND FOUR FACT SHEETS. KEY ACCOMPLISHMENTS IN 2024 INCLUDED A RECORD-HIGH LEVEL OF CONGRESSIONAL ENGAGEMENT; EXTENSIVE COVERAGE OF COP29; THE CONGRESSIONAL RENEWABLE ENERGY AND ENERGY EFFICIENCY POLICY FORUM; FACT SHEETS ABOUT PFAS "FOREVER CHEMICALS," DIRECT PAY TAX CREDITS, FOSSIL FUEL SUBSIDIES, AND CLIMATE JOBS; AND 88 MEDIA CITATIONS OR QUOTATIONS. 197027 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 2024, EESI WORKED WITH 30 RURAL UTILITIES AND FOUR GREEN BANKS AND ASSISTED WITH THREE ZERO-INTEREST RURAL ENERGY SAVINGS PROGRAM LOAN APPLICATIONS FOR $80 MILLION (FOR CUMULATIVE TOTALS OF 25 UTILITIES AND $320 MILLION IN SECURED FUNDS). EESI-ASSISTED ON-BILL FINANCING PROGRAMS FINANCED AT LEAST 950 CLEAN ENERGY PROJECTS WORTH ABOUT $27 MILLION (FOR A CUMULATIVE TOTAL OF 4,850 WORTH ABOUT $115 MILLION). KEY ACCOMPLISHMENTS IN 2024 INCLUDED ASSISTANCE TO RURAL UTILITIES AND GREEN BANKS TO DEVELOP, IMPLEMENT, AND CAPITALIZE ON-BILL FINANCING PROGRAMS; SUPPORT FOR THE ELECTRIFY AND SAVE ON-BILL FINANCING PROGRAM, INCLUDINGS ITS APPLICATION FOR A $75 MILLION LOAN FROM THE RURAL ENERGY SAVINGS PROGRAM; AN ARTICLE ABOUT THE JOB-CREATION BENEFITS OF THE RURAL ENERGY SAVINGS PROGRAM; UPDATES TO THE BENEFICIAL ELECTRIFICATION TOOLKIT (WWW.BETOOLKIT.ORG); AND ENGAGEMENT WITH NONPROFITS ABOUT THE MULTIPLE BENEFITS OF ENERGY EFFICIENCY. 72939 13800 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 OFFERS THE FUTURE CLIMATE LEADERS SCHOLARSHIP PROGRAM, WHICH IS 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 2024 INCLUDED 12 PAID INTERNSHIPS AND THREE SCHOLARSHIPS FOR UNDERGRADUATE STUDENTS PURSUING STUDIES IN FIELDS RELATED TO CLIMATE POLICY. 1445560 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 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 TREASURER 0.60 X X 0 0 0 DAVID TERRY SECRETARY 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 MONTY COOPER DIRECTOR 0.60 X 0 0 0 SHELLEY FIDLER DIRECTOR 0.60 X 0 0 0 ROBERT JACKSON 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 PHILLIP R SHARP DIRECTOR 0.60 X 0 0 0 DANIEL BRESETTE PRESIDENT 44.00 X 180162 0 26463 DAVID ROBISON VICE PRESIDENT OF FINANCE 44.00 X 117441 0 22928 AMAURY LAPORTE VICE PRESIDENT OF COMMUNICATIONS 44.00 X 119629 0 17702 SUSAN WILLIAMS VICE PRESIDENT OF PARTNERSHIP 44.00 X 115281 0 22486 532513 0 89579 4 0 1 0 0 17397 1619030 1636427 114260 114260 2634403 2119912 514491 514491 514491 2265178 0 0 628751 13800 13800 206625 161684 31903 13038 1096821 702843 164885 229093 86940 55558 12186 19196 91117 59082 13712 18323 98611 65070 15013 18528 22783 22783 9660 9660 38000 38000 33724 33724 90787 82823 3574 4390 29382 18513 3586 7283 219647 155518 24924 39205 25876 25876 41615 40217 556 842 20613 14339 2684 3590 8115 8115 DUES & SUBSCRIPTIONS 67933 36220 5396 26317 MISCELLANEOUS 5171 4357 268 546 2207220 1445560 343309 418351 141273 99612 46183 8274 198483 295916 42284 21279 205258 151535 71061 53723 4246789 4174358 1780282 1602073 17200 17200 6543555 6272435 111748 130319 1987540 1804891 2099288 1935210 X 3747651 3726806 696616 610419 4444267 4337225 6543555 6272435 57958 -165000 0 X X 0 1 X 1 0 X 1762843 1430009 1903645 1632979 1636427 8365903 1762843 1430009 1903645 1632979 1636427 8365903 3206393 5159510 80802 89161 85793 94364 114260 464380 78078 78078 8908361 0.57920 0.62590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 9660 9660 2197560 2207220 260361 65090 0 0 238810 251287 258187 260361 1008645 1512968 3608 5453 16819 9660 35540 59703 62822 64547 65090 252162 378243 11217 2941 8276 194041 148594 45447 53723 OPERATING LEASE LIABILITY 1804891 1804891 X 2075004 -165000 8550 -156450 2231454 33724 33724 2265178 2182046 8550 8550 2173496 33724 33724 2207220 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 1 BRUCE ROSENTHAL ASSOCIATES LLC 11400 STRAND DRIVE SUITE 303 BETHESDA MD 20852 CORPORATE GIVING CONSULTANT 0 0 38000 0 38000 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OK OR PA RI SC TN UT WA WV WI 1 SCHOLARSHIPS 3 13800 PART I, LINE 2: EESI ADMINISTERS THE SCHOLARSHIPS THROUGH A THIRD PARTY NOT-FOR-PROFIT ORGANIZATION THAT 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. X X 0 0 0 0 0 0 0 1 0 DANIEL BRESETTE PRESIDENT 180162 0 0 0 0 0 17067 0 9396 0 206625 0 0 0 PART I, LINE 7 THE PRESIDENT DETERMINES BONUSES FOR OTHER STAFF AT DISCRETIONARY AMOUNTS. STAFF RECEIVED AN END-OF-YEAR BONUS. 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. FORM 990, PART XII, LINE 2C: THE PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR.