Civic Intelligence

Efi Foundation

990 • Fiscal year 2022 • EIN 87-3398574

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization ProfileEFIFOUNDATION.ORG
900 17th St NW 1100Washington, DC 20006

(202) 688-0010

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

94th percentile

0.99x

Higher debt load relative to assets than 94% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

92nd percentile

1.81x

Higher debt load relative to revenue than 92% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

39th percentile

1.6%

Higher net margin than 39% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets94th percentile

Assets

$2,584,360

No earlier filing loaded for comparison.

Net Assets

$22,582

No earlier filing loaded for comparison.

Liabilities

$2,561,778

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin39th percentile

Revenue

$1,416,209

No earlier filing loaded for comparison.

Expenses

$1,393,627

No earlier filing loaded for comparison.

Net Income

$22,582

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2022: $2,584,360Liabilities 2022: $2,561,778Net Assets 2022: $22,5822022Assets 2022: $2,591,182Liabilities 2022: $704,076Net Assets 2022: $1,887,1062022Assets 2023: $2,715,958Liabilities 2023: $1,901,061Net Assets 2023: $814,8972023Assets 2024: $5,193,792Liabilities 2024: $2,134,531Net Assets 2024: $3,059,2612024

Highlighted filing

2022

Assets$2,584,360
Liabilities$2,561,778
Net Assets$22,582
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2022: $1,416,209Expenses 2022: $1,393,627Net Income 2022: $22,5822022Revenue 2022: $3,416,194Expenses 2022: $1,529,088Net Income 2022: $1,887,1062022Revenue 2023: $4,136,283Expenses 2023: $5,208,492Net Income 2023: -$1,072,2092023Revenue 2024: $14,011,996Expenses 2024: $12,119,467Net Income 2024: $1,892,5292024

Highlighted filing

2022

Revenue$1,416,209
Expenses$1,393,627
Net Income$22,582
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$1,416,209
Mission and Program Overview

Mission

The foundation builds on the work of energy futures initiative (efi), established by ernest j. Moniz, the 13th u.s. Secretary of energy. By convening policymakers, scientists, labor and industry leaders, the efi foundation identifies pathways to increase energy security, decarbonize the economy and create new jobs. The foundation adheres to the principle of analytical independence. All efi foundation reports, as well as the legacy work of the energy futures initiative, are available at www.efifoundation.org.

Educating the public on technology and policy innovation to accelerate the clean energy transition.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$2,530,732-
Intangible Assets-$51,418-
Land, Buildings, and Equipment, Net$0$2,210▲ $2,210
Total Assets$0$2,584,360▲ $2,584,360
Liabilities
Other Liabilities$0$2,431,408▲ $2,431,408
Accounts Payable and Accrued Expenses-$130,370-
Total Liabilities$0$2,561,778▲ $2,561,778
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$22,582-
Total Net Assets Fund Balance$0$22,582▲ $22,582
Total Liabilities and Net Assets / Fund Balance$0$2,584,360▲ $2,584,360

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,210$552$2,762
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Jeffery BrownProgram DirectorFT$169,667$169,667
Joseph S HezirEvp and TreasurerPT$68,750$68,750
Melanie a KenderdineEvp and SecretaryPT$68,750$68,750
Ernest J MonizCEO and DirectorPT$11,458$11,458

Board Members and Trustees

NameTitle
Charles CurtisDirector
Frances BeineckeDirector
Jeanette PabloDirector
Richard MeserveDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Holland & Knight LLPLegal800 17TH STREET NW STE 1100, Washington, DC 20006$105,415
Revenue and Support

Revenue Composition

Contributions and Grants
$1,416,209
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,416,209
Change in Net Assets
$22,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$947,136
Salaries, Compensation, and Employee Benefits$446,491
Total Fundraising Expense$63,244
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$313,417$90,208-$403,625
Fees for Services Other$187,496--$187,496
Fees for Services Legal-$110,415-$110,415
Travel$73,405$950-$74,355
Occupancy-$34,415-$34,415
Payroll Taxes-$33,096-$33,096
Other Expenses$31,668-$63,244$31,668
All Other Expenses$2,131$13,631-$15,762
Information Technology$8,750$3,256-$12,006
Other Employee Benefits-$9,770-$9,770
Fees for Services Accounting-$6,333-$6,333
Depreciation Depletion$2,232$552-$2,784
Office Expenses-$1,954-$1,954
Interest-$504-$504
Total Functional Expenses$1,025,299$305,084$63,244$1,393,627
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Grant Paymemts in Advance$2,346,095
Due to Energy Futures Inc.$74,586
Payroll Liabilities$9,382
Credit Card Liability$1,345
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The foundation's board of directors will review the 990 tax return prior to filing to tax authorities.”

Form 990, Part VI, Section B, Line 12C

“For board members, a conflict of interest rewiew is included in an annual board meeting. For staff, the foundation employee handbooks are signed that they have read and agree to follow, including a manditory reporting of conflicts of interest.”

Form 990, Part VI, Section B, Line 15

“The foundation has a compensation committee composed of three independent directors on the board who receive no compensation from the foundation and do not have other conflicts of interest. The compensation committee is responsible for approving the compensation of all disqualified persons (including those listed in part vi, section b, lines 15a and 15b) in advance. Prior to making its determination, the compensation committee obtains and relies on appropriate data as to comparability in the form of a study developed from data on similarly situated public charities' form 990s of compensation paid to persons in similar positions. The compensation committee adequately and timely documents the basis for its determination concurrently with making compensation determinations in the form of meeting minutes and committee resolutions.”

Form 990, Part VI, Section C, Line 19

“The foundation's form 990 will be publicly available at guidestar.org all other documents required by law to be made publicly available, are available upon request.”

Filing and Contact Details

Filer

Filer Name
Efi Foundation
EIN
87-3398574
Phone
2026880010
Address
900 17TH ST NW 1100, WASHINGTON, DC 20006

Signing Officer

Name
Joseph S Hezir
Title
Treasurer
Phone
2026880010
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph S Hezir
Formed
2021
Legal Domicile
Dc
Voting Board Members
7
Independent Board Members
4
Employees
5
Volunteers
0

Preparer

Firm
Cst Group Cpas Pc
Address
10740 PARKRIDGE BLVD 5TH FLOOR, RESTON, VA 20191
Preparer
John M Persil
Phone
7033912000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consultants: program service expenses 187,496. Management and general expenses 0. Fundraising expenses 0. Total expenses 187,496.”

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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO ENERGY FUTURES INC.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S BOARD OF DIRECTORS WILL REVIEW THE 990 TAX RETURN PRIOR TO FILING TO TAX AUTHORITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOR BOARD MEMBERS, A CONFLICT OF INTEREST REWIEW IS INCLUDED IN AN ANNUAL BOARD MEETING. FOR STAFF, THE FOUNDATION EMPLOYEE HANDBOOKS ARE SIGNED THAT THEY HAVE READ AND AGREE TO FOLLOW, INCLUDING A MANDITORY REPORTING OF CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION HAS A COMPENSATION COMMITTEE COMPOSED OF THREE INDEPENDENT DIRECTORS ON THE BOARD WHO RECEIVE NO COMPENSATION FROM THE FOUNDATION AND DO NOT HAVE OTHER CONFLICTS OF INTEREST. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR APPROVING THE COMPENSATION OF ALL DISQUALIFIED PERSONS (INCLUDING THOSE LISTED IN PART VI, SECTION B, LINES 15A AND 15B) IN ADVANCE. PRIOR TO MAKING ITS DETERMINATION, THE COMPENSATION COMMITTEE OBTAINS AND RELIES ON APPROPRIATE DATA AS TO COMPARABILITY IN THE FORM OF A STUDY DEVELOPED FROM DATA ON SIMILARLY SITUATED PUBLIC CHARITIES' FORM 990S OF COMPENSATION PAID TO PERSONS IN SIMILAR POSITIONS. THE COMPENSATION COMMITTEE ADEQUATELY AND TIMELY DOCUMENTS THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING COMPENSATION DETERMINATIONS IN THE FORM OF MEETING MINUTES AND COMMITTEE RESOLUTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION'S FORM 990 WILL BE PUBLICLY AVAILABLE AT GUIDESTAR.ORG ALL OTHER DOCUMENTS REQUIRED BY LAW TO BE MADE PUBLICLY AVAILABLE, ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTANTS: PROGRAM SERVICE EXPENSES 187,496. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 187,496.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,584,360
Liabilities
$2,561,778
Net assets
$22,582
Revenue
$1,416,209
Expenses
$1,393,627
Net income
$22,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.19$2.13$3.06$14.0$12.1$1.89
2023Detailed filing. Detailed filing data is available for this year.$2.72$1.90$0.81$4.14$5.21$1.07
2022Detailed filing. Detailed filing data is available for this year.$2.59$0.70$1.89$3.42$1.53$1.89
2022Detailed filing. Detailed filing data is available for this year.$2.58$2.56$0.02$1.42$1.39$0.02