Mission: EESI's mission is to advance science-based solutions for climate change, energy, and environmental challenges to achieve our vision of a sustainable, resilient, and equitable world.




Climate change is one of the defining challenges of the 21st century. As the U.S. is a leading global emitter of greenhouse gas emissions, we have a responsibility to prioritize climate mitigation quickly and in a way that centers equity and workforce development. Additionally, we need communities to be resilient to intensifying climate impacts by promoting common-sense solutions like energy efficiency, utilizing all renewables, and making construction more sustainable.

Yet, the federal government is not addressing climate mitigation and adaptation at the scale and scope required by this enormous crisis. Lack of expertise and in-depth knowledge regarding climate change issues and affiliated policy are major reasons.
U.S. federal policy has the potential to propel the country, and lead the world,

Environmental and Energy Study Institute is a 501(c)(3) organization, with an IRS ruling year of 1983, and donations are tax-deductible.

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Contact Information

  http://www.eesi.org/

 1020 19th St. NW
Suite 650
Washington DC 20036 

  202-662-1887


You are viewing this organization's new Charity Navigator profile page. To view the legacy version, click here.

Star Rating System by Charity Navigator


Charity Navigator evaluates a nonprofit organization’s financial health including measures of stability, efficiency and sustainability. We also track accountability and transparency policies to ensure the good governance and integrity of the organization.




Exceptional

This charity's score is 94.93, earning it a 4-Star rating. Donors can "Give with Confidence" to this charity. 

This score is calculated from two sub-scores:

This score represents Form 990 data from 2019, the latest year published by the IRS.

View this organization’s historical ratings.


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Star Rated Report

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Program Expense

Program Expense Ratio

83.3%


The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s).


This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver. Dividing a charity's average program expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Administrative Expenses

8.2%


As reported by charities on their IRS Form 990, this measure reflects what percent of its total budget a charity spends on overhead, administrative staff and associated costs, and organizational meetings. Dividing a charity's average administrative expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Fundraising Expenses

8.3%


This measure reflects what a charity spends to raise money. Fundraising expenses can include campaign printing, publicity, mailing, and staffing and costs incurred in soliciting donations, memberships, and grants. Dividing a charity's average fundraising expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Liabilities to Assets Ratio

2.8%


The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990).


Part of our goal in rating the financial performance of charities is to help donors assess the financial capacity and sustainability of a charity. As do organizations in other sectors, charities must be mindful of their management of total liabilites in relation to their total assets. This ratio is an indicator of an organization’s solvency and or long term sustainability. Dividing a charity's total liabilities by its total assets yields this percentage.


Source: IRS Form 990

Fundraising Efficiency

$0.08


The amount spent to raise $1 in charitable contributions. To calculate a charity's fundraising efficiency, we divide its average fundraising expenses by the average total contributions it receives. We calculate the charity's average expenses and average contributions over its three most recent fiscal years.


Source: IRS Form 990

Working Capital Ratio

3.11 years


Determines how long a charity could sustain its level of spending using its net available assets, or working capital, as reported on its most recently filed Form 990. We include in a charity's working capital unrestricted and temporarily restricted net assets, and exclude permanently restricted net assets. Dividing these net available assets in the most recent year by a charity's average total expenses, yields the working capital ratio. We calculate the charity's average total expenses over its three most recent fiscal years.


Source: IRS Form 990

Program Expense Growth

3.33%


We compute the average annual growth of program expenses using the following formula: [(Yn/Y0)(1/n)]-1, where Y0 is a charity's program expenses in the first year of the interval analyzed, Yn is the charity's program expenses in the most recent year, and n is the interval of years passed between Y0 and Yn.


Source: IRS Form 990

Governance


Charity Navigator looks to confirm on the Form 990 that the organization has these governance practices in place.


Sources Include: IRS Form 990

Governance:
Independent Voting Board Members  ... (More)
No Material Diversion of Assets ... (More)

A diversion of assets – any unauthorized conversion or use of the organization's assets other than for the organization's authorized purposes, including but not limited to embezzlement or theft – can seriously call into question a charity's financial integrity. We check the charity's last two Forms 990 to see if the charity has reported any diversion of assets. If the charity does report a diversion, then we check to see if it complied with the Form 990 instructions by describing what happened and its corrective action. This metric will be assigned to one of the following categories:

  • Full Credit: There has been no diversion of assets within the last two years.

  • Partial Credit: There has been a diversion of assets within the last two years and the charity has used Schedule O on the Form 990 to explain: the nature of the diversion, the amount of money or property involved and the corrective action taken to address the matter. In this situation, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: There has been a diversion of assets within the last two years and the charity's explanation on Schedule O is either non-existent or not sufficient. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Audited Financials Prepared by Independent Accountant ... (More)

Audited financial statements provide important information about financial accountability and accuracy. They should be prepared by an independent accountant with oversight from an audit committee. (It is not necessary that the audit committee be a separate committee. Often at smaller charities, it falls within the responsibilities of the finance committee or the executive committee.) The committee provides an important oversight layer between the management of the organization, which is responsible for the financial information reported, and the independent accountant, who reviews the financials and issues an opinion based on its findings. We check the charity's Form 990 reporting to see if it meets this criteria.

  • Full Credit: The charity's audited financials were prepared by an independent accountant with an audit oversight committee.

  • Partial Credit: The charity's audited financials were prepared by an independent accountant, but it did not have an audit oversight committee. In this case, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: The charity did not have its audited financials prepared by an independent accountant. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Does Not Provide Loan(s) to or Receive Loan(s) From Related Parties ... (More)
Documents Board Meeting Minutes ... (More)
Distributes 990 to Board Before Filing ... (More)
Compensates Board ... (More)

Policies


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization has these policies in place.


Sources Include: IRS Form 990 and organization's website

Policies:
Conflict of Interest  ... (More)
Whistleblower ... (More)
Records Retention and Destruction ... (More)
CEO Compensation Process ... (More)
Donor Privacy ... (More)

Donors have expressed extreme concern about the use of their personal information by charities and the desire to have this information kept confidential. The exchanging and sale of lists for telemarketing and the mass distribution of "junk mail," among other things, can be minimized if the charity assures the privacy of its donors. Privacy policies are assigned to one of the following categories:

  • Yes: This charity has a written donor privacy policy published on its website, which states unambiguously that (1) it will not share or sell a donor's personal information with anyone else, nor send donor mailings on behalf of other organizations or (2) it will only share or sell personal information once the donor has given the charity specific permission to do so.

  • Opt-out: The charity has a written privacy policy published on its website which enables donors to tell the charity to remove their names and contact information from lists the charity shares or sells. How a donor can have themselves removed from a list differs from one charity to the next, but any and all opt-out policies require donors to take specific action to protect their privacy.
  • No: This charity either does not have a written donor privacy policy in place to protect their contributors' personal information, or the existing policy does not meet our criteria.

The privacy policy must be specific to donor information. A general website policy which references "visitor" or "user" personal information will not suffice. A policy that refers to donor information collected on the website is also not sufficient as the policy must be comprehensive and applicable to both online and offline donors. The existence of a privacy policy of any type does not prohibit the charity itself from contacting the donor for informational, educational, or solicitation purposes.

(Less)

Transparency


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization makes this information easily accessible.


Sources Include: IRS Form 990 and organization's website

Transparency:
CEO Salary Listed on 990 ... (More)
Board of Directors Listed on Website ... (More)
Key Staff Listed on Website ... (More)
Audited Financial Statements on Website ... (More)
Form 990 Available on Website ... (More)

Additional Information

Unscored

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Total Revenue and Expenses

Total Revenue and Expenses

This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.

Salary of Key Persons

Presented here are this organizations key compensated staff members as identified by our analysts. This compensation data includes salary, cash bonuses and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting



Daniel Bresette, Executive Director

$36,082 (2.44% of Total Expenses)


Carol Werner, Former Executive Director

$193,658 (13.10% of Total Expenses)


Source: IRS Form 990 (page 7), filing year 2019

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website


Activities:

Preservation of natural resources (conservation) (BMF activity code: 350)


Foundation Status:

Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2) (BMF foundation code: 16)


Affiliation:

Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)

Data Sources: IRS Forms 990

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to view this organization's Forms 990 on the IRS website (if any are available).

Historical Ratings

Date PublishedForm 990 FYEOverall ScoreOverall Rating
Rating Version: 2.1
12/1/20202019 94.93
9/3/20192018 93.52
12/21/20182017 100.00
3/1/20182016 100.00
3/1/20172015 100.00
6/1/20162014 94.24
Rating Version: 2.0
10/1/20152014 93.25
6/1/20152013 85.48
12/1/20132012 90.05
12/20/20122011 94.44
2/1/20122010 98.82
9/20/20112009 96.51
Rating Version: 1.0
10/1/20102009 93.80
10/1/20082007 98.04
11/1/20072006 94.57
10/1/20062005 97.00
12/1/20052004 72.58
10/1/20042003 72.83
2/1/20042002 87.99

...   Impact & Results


This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.


Impact & Results Score

Not Currently Scored

Environmental and Energy Study Institute cannot currently be evaluated by our Encompass Rating Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

Learn more about Impact & Results.

Do you work at Environmental and Energy Study Institute? Join the waitlist for an updated Impact & Results score.


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Additional Information

Unscored

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Largest Programs

Largest Programs



Environmental and Energy Study Institute reported its two largest programs on its FY 2019 Form 990 as:


$705,851

Spent in most recent FY

59%

Percent of program expenses


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 ... (More)


$486,733

Spent in most recent FY

40%

Percent of program expenses


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 E ... (More)


...   Leadership & Adaptability


This score provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.


Leadership & Adaptability Score

100

out of 100

The score earned by Environmental and Energy Study Institute is a passing score.

Encompass Rating V4 provides an evaluation of the organization's Leadership & Adaptability through the nonprofit organization submitting a survey response directly to Charity Navigator.


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Leadership & Adaptability Report

100

of 100 points

Mission

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s mission


To advance science-based solutions for climate change, energy, and environmental challenges.


Source: Nonprofit submitted responses

Vision

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.


A sustainable, resilient, and equitable world.


Source: Nonprofit submitted responses

Strategic Goals

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.


Goal One: Provide accurate, actionable information about climate change, energy, and environmental issues and policy opportunities to members of Congress and their staff, the media, and the general public.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Goal Two: Spread innovative financing solutions at the local, state, and federal level to help families and small businesses in rural areas and disadvantaged communities access clean and affordable energy.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Goal Three: Train and inspire the next generation of climate leaders through our paid internship program, which has continued remotely throughout the pandemic.

Goal Type: Invest in the capacity of our organization (financial, management, technical, etc.).


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

EESI values leadership development. EESI invests in future climate leaders through its paid internships, which incorporates professional development and mentoring, and the launch of its scholarship for college students at Historically Black Colleges and Universities. Our Executive Director and department directors hold weekly Management Team meetings, which have increased cross-departmental communication and coordination. EESI funds and encourages professional development opportunities for all. These greatly help improve skills and help staff make organizational improvements. For example, several EESI staff members have taken part in individualized training sessions on how to present EESI’s work in an “elevator speech” to help staff share our work effectively. EESI holds an annual staff goal setting exercise and performance review process, where staff reflect on the challenges and triumphs of the past year and identify how they can grow in their knowledge and leadership.

Source: Nonprofit submitted responses

Mobilizing for Mission

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.


This organization mobilizes for mission in the following ways:
  • Strategic Partnerships

  • Networks of Collective Impact Efforts

  • Thought Leadership

  • Raising Awareness

  • Policy Advocacy

What are this organization’s external mobilizaton efforts?

EESI participates in partnerships to advance its work on climate mitigation and adaptation. We engage in thought leadership through publishing papers (e.g., ACEEE Summer Study paper on equitable financing, invited Congressional testimony, attending conferences). We’ve participated in network initiatives of NAACP, the American Society of Adaptation Professionals, and a Midwest-focused group of climate nonprofits, among others. EESI has ramped up its social media. Our biweekly “Climate Change Solutions” e-newsletter reaches over 11,000 readers. EESI’s advocacy for the federal Rural Energy Savings Program has been critical in doubling Congressional funding for the program. It offers no-interest loans to rural utilities so they can help their customers finance clean energy upgrades like better insulation, solar panels, and battery storage. EESI also provides technical assistance to electric cooperatives to help them build equitable energy upgrade programs in rural communities.

Source: Nonprofit submitted responses

Story of Adaptability

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.


In-person networking and visits to Congressional offices have historically been key ways EESI carries out its work, especially at the start of a new Congress to introduce ourselves to new staff as a resource. The challenge of operating remotely required significant re-thinking and resulted in creative outreach and follow-up methods. Specifically, we consolidated our new Congress educational strategies into a set of online briefings known as “Congressional Climate Camp” to get new Congressional staff up to speed on critical climate issues. Experts gave compelling advice on how to apply science-based climate information in a legislative context. Moreover, we sent customized emails to each new member of Congress, providing an introduction to EESI and a list of EESI resources relevant to their state and district; emailed all returning members of Congress to re-introduce EESI; and sent custom emails to all Congressional staffers who RSVP’ed to EESI’s Congressional Climate Camp briefing series. Based on Hill staff feedback, we have adapted our briefing timing, concentrating EESI briefings on Fridays; we continue to use live streaming to make it as easy as possible for Hill staff to attend the portions of the briefings most relevant to their work. We have also prioritized the written highlights of the briefings to ensure that our audience has as many options as possible to engage with the information. We accelerated a move to mobile computing and online internal communications systems to facilitate a remote workforce. Our paid internship program has not only continued during the pandemic, but has in fact grown and improved. We now incorporate weekly professional development and mentoring sessions for our interns, including guest speakers in the environmental field. We have also been able to hire interns who live outside of the Washington, DC area, increasing access to the program.

Source: Nonprofit submitted responses

...   Culture & Community


This score provides an assessment of the organization's engagement with the constituents it serves, a practice we term Constituent Feedback. When organizations listen to constituents, they are able to better deliver on programs and meet the needs of stakeholders. A future version of this Beacon will also assess an organization's people operations and its Diversity, Equity and Inclusion (DEI) metrics.


Culture & Community Score

100

out of 100

The score earned by Environmental and Energy Study Institute is a passing score.

Encompass Rating V4 provides an evaluation of an organization's Culture and Community by measuring its Constituent Feedback practices (see report below). Constituent Feedback data provides 100% of the basis for the initial evaluation of the Culture & Community Beacon.


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Culture & Community Report

100

of 100 points

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Constituent Feedback

Constituent Feedback

Full Credit


This organization reported that it is collecting feedback.


Here's how this organization is listening and learning from the people they serve:


How is your organization collecting feedback from the people you serve?

Electronic surveys (by email, tablet, etc.), Suggestion box/email, Other means


How is your organization using feedback from the people you serve?

To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve


With whom does your organization share the feedback you got from the people you serve?

Our staff, Our board


What challenges does your organization face in collecting feedback from the people you serve?

It is difficult to get the people we serve to respond to requests for feedback


Briefly describe a recent change that your organization made in response to feedback from the people you serve.

We shortened the length of our online briefings and began to incorporate takeaway point summaries, as one of our viewers had requested. We put greater emphasis on certain parts of our newsletter, based on audience feedback.



Methodology


Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective. We've partnered with GuideStar by Candid to survey organizations about their feedback practices. Nonprofit organizations can fill out the How We Listen section of their Candid profile to receive a rating.


Charity Navigator awards full credit for this Beacon to every nonprofit that is eligible for an Encompass Rating that completes the survey, in recognition of their willingness to publicly share this information with the nonprofit and philanthropic communities. This data is not evaluated for quality at this time. Validation will be added in future iterations of this Beacon.

Analysis and Research


Like the overall Encompass Rating System, the Culture & Community Beacon is designed to evolve as metrics are developed and ready for integration. Our partnership with Feedback Labs and Guidestar by Candid, and other partners including Fund for Shared Insight, GlobalGiving, and Keystone Accountability, enables us to launch the first version of this beacon with Constituent Feedback information collected on Candid's site.


Feedback practices have been shown to support better Diversity, Equity, and Inclusion outcomes, an essential area of assessment that we intend to further expand and develop in the future. Feedback Labs has documented several studies which indicate that beyond achieving organizational goals, nonprofits that are attentive and responsive to concerns and ideas raised by beneficiaries establish stronger relationships with the people they serve, promote greater equity, and empower constituents in ways that can help to ensure better long-term outcomes. You can find resources to help nonprofits improve their feedback practices here.

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