Civic Intelligence

Efi Foundation

990 • Fiscal year 2023 • EIN 87-3398574

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

89th percentile

0.70x

Higher debt load relative to assets than 89% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

79th percentile

0.46x

Higher debt load relative to revenue than 79% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$254,755

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

51st percentile

4.8%

Faster asset growth than 51% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

21%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$2,715,958

Up $124,776 (+4.8%) from 2022

Net Assets

Down

$814,897

Down $1,072,209 (-57%) from 2022

Liabilities

Up

$1,901,061

Up $1,196,985 (+170%) from 2022

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin13th percentile

Revenue

Up

$4,136,283

Up $720,089 (+21%) from 2022

Expenses

Up

$5,208,492

Up $3,679,404 (+241%) from 2022

Net Income

Down

-$1,072,209

Down $2,959,315 (-157%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$6.0M$4.0M$2.0M$0Assets 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

2023

Assets$2,715,958
Liabilities$1,901,061
Net Assets$814,897
Open 2023 Filing

Operations Trend

Revenue Growth68th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 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

2023

Revenue$4,136,283
Expenses$5,208,492
Net Income-$1,072,209
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$4,136,283
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$1,612,744▼ $917,988
Accounts Receivable-$193,985-
Intangible Assets$51,800$41,070▼ $10,730
Prepaid Expenses and Deferred Charges-$6,466-
Land, Buildings, and Equipment, Net$2,210$1,326▼ $884
Total Assets$2,591,182$2,715,958▲ $124,776
Other Assets Total$6,440$860,367▲ $853,927
Liabilities
Other Liabilities$573,706$1,589,615▲ $1,015,909
Accounts Payable and Accrued Expenses$130,370$311,446▲ $181,076
Total Liabilities$704,076$1,901,061▲ $1,196,985
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,843,313$1,242,812▼ $600,501
Net Assets Without Donor Restrictions$43,793$-427,915▼ $471,708
Total Net Assets Fund Balance$1,887,106$814,897▼ $1,072,209
Total Liabilities and Net Assets / Fund Balance$2,591,182$2,715,958▲ $124,776

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,326$1,436$2,762
Other Assets Org$732,735--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffery BrownManaging DirectorPT$254,755-$254,755
Stephen ComelloSVP, Strategic InitiativesFT$235,079$15,795$250,874
David EllisSVP of Policy Strategy/outreachFT$219,991$12,835$232,826
Melanie a KenderdineEvp and SecretaryPT$150,000-$150,000
Joseph S HezirEvp and TreasurerPT$148,000-$148,000
Alexander KizerSVP and COOPT$136,797$6,840$143,637
Michael DowneyDeputy Director of ResearchFT$130,874$6,362$137,236
Madeline SchomburgDirector of ResearchFT$115,954$16,362$132,316
Minji JeongResearch SpecialistFT$104,763$12,905$117,668
Tatiana Bruce De SilvaProject ManagerFT$108,146$5,407$113,553
Alicia MoultonDeputy Director of CommunicationFT$104,417$8,041$112,458
Ernest J MonizCEO and DirectorPT$25,000-$25,000

Board Members and Trustees

NameTitle
Charles CurtisDirector
Clint VinceDirector
Jeanette PabloDirector
Richard MeserveDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Holland & Knight LLPLegal ServicesPO BOX 936937, Atlanta, GA 31193$180,040
Washington WorksIt Services, Telephone Service7962 OLD GEORGETOWN ROAD, Bethesda, MD 20814$107,363
Revenue and Support

Revenue Composition

Contributions and Grants
$4,136,283
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$4,136,283
Change in Net Assets
$-1,072,209

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,136,283
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,136,283
Total Revenue per Form 990
$4,136,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,147,778
Other Expenses$2,060,714
Total Fundraising Expense$4,984
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,775,432-$4,956$2,780,388
Fees for Services Other$560,016--$560,016
Occupancy$324,911--$324,911
Travel$231,803--$231,803
Payroll Taxes$215,695--$215,695
Fees for Services Legal$180,127--$180,127
Information Technology$131,321--$131,321
Fees for Services Accounting$107,410--$107,410
Pension Plan Contributions$91,743--$91,743
Office Expenses$60,882$8,261$28$69,171
Other Employee Benefits$59,952--$59,952
All Other Expenses$49,508--$49,508
Other Expenses$48,374--$48,374
Advertising$25,592--$25,592
Conferences and Meetings$25,519--$25,519
Depreciation Depletion-$11,614-$11,614
Insurance$10,104--$10,104
Interest-$6,562-$6,562
Total Functional Expenses$5,177,071$26,437$4,984$5,208,492

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,208,492
Expenses per Audited Statements$5,201,930
Total Expenses per Audited Statements$5,201,930
Expenses Not Reported on Financial Statements$6,562
Other Expense Adjustments$6,562
Expenses Not Reported on Form 990$0
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$605,161
Lease Liability, Current$440,194
Lease Liability, Long-term$297,485
Payroll Liabilities$244,313
Credit Card Liability$2,462
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
2024-11-15
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
37
Volunteers
0

Preparer

Firm
Cst Group Cpas Pc
Address
10740 PARKRIDGE BLVD 5TH FLOOR, RESTON, VA 20191-4424
Preparer
John M Persil
Phone
7033912000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consultants: program service expenses 536,411. Management and general expenses 0. Fundraising expenses 0. Total expenses 536,411. Contract and professional feels: program service expenses 23,605. Management and general expenses 0. Fundraising expenses 0. Total expenses 23,605.”

990 Part XII, Line 2C

“The foundation has an audit committee that oversees the audit process and communicates directly with the independent auditors.”

Financial Statement Notes

PART X, LINE 2:

“Under the provisions of statement of financial accounting standards, asc topic 740, income taxes (asc 740), the foundation is required to disclose unreconized tax benefits. Management has evaluated the effect of the guidance provided by asc 740 and all other tax positions that could have a significant effect on the financial statements and determined the foundation had no material uncertain tax positions at december 31, 2023 that require disclosure or recognition.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“INTEREST EXPENSE 6,562.”

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IRS990/Desc0THE EFI FOUNDATION AND ITS PREDECESSOR ORGANIZATION (ENERGY FUTURES INITIATIVE) HAS RELEASED OVER FIFTY ENERGY REPORTS WHILE ITS ANALYSIS HAS INFORMED THE CREATION OF OVER TEN FEDERAL INITIATIVES, INCLUDING THE ESTABLISHMENT OF THE UNITED STATES DEPARTMENT OF ENERGY'S OFFICE OF CLEAN ENERGY DEMONSTRATIONS.IN 2023, THE THREE PRINCIPAL PROGRAM SERVICE AREAS INCLUDED CLEAN ENERGY FINANCE, FEDERAL ENERGY INNOVATION PROGRAM MANAGEMENT AND CLEAN HYDROGEN MARKET FORMATION. THE ENERGY FUTURES FINANCE FORUM IS A NOVEL EFFORT TO IDENTIFY POLICIES AND MEASURES TO EXPAND THE ATTRACTIVENESS OF INVESTMENT OPPORTUNITIES IN CLEAN ENERGY TO A BROADER CROSS-SECTION OF THE INVESTMENT COMMUNITY. THE FOUNDATION ISSUED SEVERAL REPORTS ON THIS TOPIC, INCLUDING A FRAMEWORK REPORT IDENTIFYING POTENTIAL ADDITIONAL SOURCES OF CLEAN ENERGY FINANCE AND A REPORT ON IDENTIFYING OPPORTUNITIES TO ENHANCE INVESTMENT OPPORTUNITIES IN INDUSTRIAL CARBON CAPTURE AND STORAGE. ALSO, THE FOUNDATION CONDUCTED A MAJOR STUDY INITIATIVE AND ISSUED A REPORT ON OPPORTUNITIES TO IMPROVE THE EFFECTIVENESS, EFFICIENCY AND AGILITY OF FEDERALLY FUNDED ENERGY INNOVATION PROGRAMS AND PROJECTS. FINALLY, THE FOUNDATION CONDUCTED A MAJOR STUDY TO IDENTIFY THE NEED FOR NEW POLICIES AND PROGRAMS TO ENABLE FORMATION OF REGIONAL MARKETS FOR CLEAN HYDROGEN IN POWER GENERATION, INDUSTRIAL AND COMMERCIAL APPLICATIONS.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0EVP AND TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CEO AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2EVP AND SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8SVP, STRATEGIC INITIATIVES
IRS990/Form990PartVIISectionAGrp/TitleTxt9SVP OF POLICY STRATEGY/OUTREACH
IRS990/Form990PartVIISectionAGrp/TitleTxt10PROJECT MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt11DEPUTY DIR OF RESEARCH
IRS990/Form990PartVIISectionAGrp/TitleTxt12RESEARCH SPECIALIST
IRS990/Form990PartVIISectionAGrp/TitleTxt13SVP AND COO
IRS990/Form990PartVIISectionAGrp/TitleTxt14DEPUTY DIR OF COMMUNICATION
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIR OF RESEARCH
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02021
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04136283
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt011
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0131321
IRS990/InformationTechnologyGrp/TotalAmt0131321
IRS990/InsuranceGrp/ProgramServicesAmt010104
IRS990/InsuranceGrp/TotalAmt010104
IRS990/IntangibleAssetsGrp/BOYAmt051800
IRS990/IntangibleAssetsGrp/EOYAmt041070
IRS990/InterestGrp/ManagementAndGeneralAmt06562
IRS990/InterestGrp/TotalAmt06562
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01436
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02210
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01326
IRS990/LandBldgEquipCostOrOtherBssAmt02762
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE EFI FOUNDATION IS A WASHINGTON, DC-BASED NONPROFIT 501(C)(3) ORGANIZATION DEDICATED TO EDUCATING THE PUBLIC ON ISSUES RELATING TO HARNESSING THE POWER OF TECHNOLOGY AND POLICY INNOVATION TO ACCELERATE THE CLEAN ENERGY TRANSITION.UNDER THE LEADERSHIP OF ERNEST J. MONIZ, THE 13TH U.S. SECRETARY OF ENERGY, FOUNDATION PERSONNEL HAVE DECADES OF EXPERIENCE AND PROVEN TRACK RECORDS IN GOVERNMENT, ACADEMIA, AND THE PRIVATE SECTOR.THE EFI FOUNDATION CONDUCTS OBJECTIVE, FACT-BASED AND RIGOROUS ANALYSIS SUPPORTED BY A MULTIDISCIPLINARY NETWORK OF EXPERTS.THE EFI FOUNDATION ADHERES TO THE PRINCIPLE OF ANALYTICAL INDEPENDENCE WHILE FOCUSING ON SOLUTIONS THAT ARE EFFECTIVE, PRAGMATIC, EQUITABLE AND ACCEPTABLE TO THE BROADEST RANGE OF STAKEHOLDERS.OUR RESEARCH TEAM AND GLOBAL NETWORK OF EXPERTS UNDERSTAND CURRENT ENERGY MARKETS, TRENDS AND NEEDS, AND APPLY THIS COLLECTIVE TALENT AND KNOWLEDGE TO A RANGE OF POLICY QUESTIONS.THE EFI FOUNDATION BUILDS ON THE PRIOR WORK OF THE ENERGY FUTURES IN 2017.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01887106
IRS990/NetAssetsOrFundBalancesEOYAmt0814897
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt043793
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-427915
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0324911
IRS990/OccupancyGrp/TotalAmt0324911
IRS990/OfficeExpensesGrp/FundraisingAmt028
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08261
IRS990/OfficeExpensesGrp/ProgramServicesAmt060882
IRS990/OfficeExpensesGrp/TotalAmt069171
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06440
IRS990/OtherAssetsTotalGrp/EOYAmt0860367
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt059952
IRS990/OtherEmployeeBenefitsGrp/TotalAmt059952
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT AND FURNITURE
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3ADVISORY BOARD
IRS990/OtherExpensesGrp/ProgramServicesAmt0105489
IRS990/OtherExpensesGrp/ProgramServicesAmt192853
IRS990/OtherExpensesGrp/ProgramServicesAmt280340
IRS990/OtherExpensesGrp/ProgramServicesAmt348374
IRS990/OtherExpensesGrp/TotalAmt0105489
IRS990/OtherExpensesGrp/TotalAmt192853
IRS990/OtherExpensesGrp/TotalAmt280340
IRS990/OtherExpensesGrp/TotalAmt348374
IRS990/OtherLiabilitiesGrp/BOYAmt0573706
IRS990/OtherLiabilitiesGrp/EOYAmt01589615
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04956
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02775432
IRS990/OtherSalariesAndWagesGrp/TotalAmt02780388
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0215695
IRS990/PayrollTaxesGrp/TotalAmt0215695
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt091743
IRS990/PensionPlanContributionsGrp/TotalAmt091743
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06466
IRS990/PrincipalOfficerNm0JOSEPH S HEZIR
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYExcessBenefitTransInd00
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IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01887106
IRS990/PYSalariesCompEmpBnftPaidAmt01079393
IRS990/PYTotalExpensesAmt01529088
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03416194
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1072209
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04136283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03416194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07552477
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.34260
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt02587855
IRS990ScheduleA/SubstantialContributorsTotAmt04964622
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04136283
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03416194
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07552477
IRS990ScheduleA/TotalSupportAmt07552477
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06562
IRS990ScheduleD/ExpensesSubtotalAmt05201930
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0127632
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1732735
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE TO EFI FOUNDATION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RIGHT OF USE ASSET, NET
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01326
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01436
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02762
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02462
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1605161
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2244313
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3440194
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4297485
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1GRANT PAYMEMTS IN ADVANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3LEASE LIABILITY, CURRENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4LEASE LIABILITY, LONG-TERM
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04136283
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0UNDER THE PROVISIONS OF STATEMENT OF FINANCIAL ACCOUNTING STANDARDS, ASC TOPIC 740, INCOME TAXES (ASC 740), THE FOUNDATION IS REQUIRED TO DISCLOSE UNRECONIZED TAX BENEFITS. MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY ASC 740 AND ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE FOUNDATION HAD NO MATERIAL UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2023 THAT REQUIRE DISCLOSURE OR RECOGNITION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INTEREST EXPENSE 6,562.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0860367
IRS990ScheduleD/TotalExpensesPerForm990Amt05208492
IRS990ScheduleD/TotalLiabilityAmt01589615
IRS990ScheduleD/TotalRevenuePerForm990Amt04136283
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04136283
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05201930
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IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,715,958
Liabilities
$1,901,061
Net assets
$814,897
Revenue
$4,136,283
Expenses
$5,208,492
Net income
-$1,072,209
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