Form 990 for tax year 2022
Filed by THE ENERGY FOUNDATION.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2022 , filed 26 November 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Those are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $57,878,896
- Total expenses
- $69,460,889
- Contributions and grants received
- $56,746,087
- Grants paid
- $52,117,910
- Program service revenue
- $0
- Investment income
- $800,424
- Other revenue
- $332,385
- Total assets, end of year
- $102,177,476
- Total liabilities, end of year
- $20,583,984
- Net assets or fund balances, end of year
- $81,593,492
- Program services expenses (Part IX)
- $64,834,425
- Management and general expenses
- $3,046,704
- Fundraising expenses
- $1,579,760
- Program service expenses (Part III)
- $64,834,425
Program services were 93.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$56,746,087
-
3 · Investment income
total $800,424 · excluded $800,424
-
11a · Other revenue: CURRENCY EXCHANGE GAIN
total $278,261 · excluded $278,261
-
11b · Other revenue: OTHER INCOME
total $54,124 · related or exempt $54,124
-
11e · Other revenue, total
$332,385
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,773,950 · program services $3,773,950
-
3 · Grants to foreign organizations and individuals
total $48,343,960 · program services $48,343,960
-
5 · Compensation of officers, directors and key employees
total $1,122,028 · program services $767,804 · management and general $223,396 · fundraising $130,828
-
7 · Other salaries and wages
total $5,725,913 · program services $3,762,388 · management and general $1,264,170 · fundraising $699,355
-
8 · Pension plan contributions
total $56,564 · program services $38,707 · management and general $11,262 · fundraising $6,595
-
9 · Other employee benefits
total $903,786 · program services $601,699 · management and general $156,729 · fundraising $145,358
-
10 · Payroll taxes
total $1,046,719 · program services $799,150 · management and general $183,296 · fundraising $64,273
-
11b · Fees: legal
total $78,020 · management and general $78,020
-
11c · Fees: accounting
total $422,872 · management and general $422,872
-
11g · Fees: other
total $5,101,617 · program services $4,522,736 · management and general $279,948 · fundraising $298,933
-
13 · Office expenses
total $313,956 · program services $231,396 · management and general $71,717 · fundraising $10,843
-
14 · Information technology
total $189,891 · program services $145,669 · management and general $36,337 · fundraising $7,885
-
16 · Occupancy
total $982,003 · program services $784,326 · management and general $160,655 · fundraising $37,022
-
17 · Travel
total $524,795 · program services $435,459 · management and general $37,285 · fundraising $52,051
-
19 · Conferences, conventions and meetings
total $191,214 · program services $191,214
-
22 · Depreciation, depletion and amortization
total $51,987 · program services $17,873 · management and general $22,803 · fundraising $11,311
-
23 · Insurance
total $16,701 · program services $12,990 · management and general $2,662 · fundraising $1,049
-
24a · Other expenses: DUES, MEMBERSHIPS, SUBS
total $306,394 · program services $180,282 · management and general $20,683 · fundraising $105,429
-
24b · Other expenses: STAFF RECRUITMENT & DEV
total $267,536 · program services $224,801 · management and general $34,056 · fundraising $8,679
-
24c · Other expenses: CHINESE TAX EXPENSES
total $1,118 · management and general $1,118
-
24e · All other expenses
total $39,865 · program services $21 · management and general $39,695 · fundraising $149
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $56,234,888 · end of year $62,700,455
-
2 · Savings and temporary cash investments
beginning of year $29,779,124 · end of year $30,138,268
-
3 · Pledges and grants receivable
beginning of year $21,777,229 · end of year $5,650,000
-
4 · Accounts receivable
beginning of year $0 · end of year $14,533
-
9 · Prepaid expenses and deferred charges
beginning of year $344,129 · end of year $342,127
-
10a · Land, buildings and equipment: cost or other basis
$969,884
-
10b · Land, buildings and equipment: accumulated depreciation
$681,688
-
10c · Land, buildings and equipment, net
beginning of year $143,059 · end of year $288,196
-
15 · Other assets
beginning of year $0 · end of year $3,043,897
-
17 · Accounts payable and accrued expenses
beginning of year $2,117,524 · end of year $2,173,670
-
18 · Grants payable
beginning of year $13,937,516 · end of year $15,534,230
-
25 · Other liabilities
beginning of year $0 · end of year $2,876,084
-
27 · Net assets without donor restrictions
beginning of year $20,657,176 · end of year $20,449,380
-
28 · Net assets with donor restrictions
beginning of year $71,566,213 · end of year $61,144,112
Mission and programs · 2022
Mission
THE ENERGY FOUNDATION'S MISSION IS TO ACHIEVE GREENHOUSE GAS EMISSIONS NEUTRALITY, WORLD-CLASS AIR QUALITY, ENERGY ACCESS, AND GREEN GROWTH THROUGH TRANSFORMING ENERGY AND OPTIMIZING ECONOMIC STRUCTURE.
Activities or mission (Part I)
TO ACHIEVE GREENHOUSE GAS EMISSIONS NEUTRALITY, WORLD-CLASS AIR QUALITY, AND GREEN GROWTH.
-
IN 2022, THE ENERGY FOUNDATION GRANTED TO ORGANIZATIONS AND INSTITUTIONS THAT, THROUGH EDUCATION AND ANALYSIS, MADE GAINS IN THE TRANSITION TO A CLEAN ENERGY ECONOMY. ACHIEVEMENTS INCLUDED (BUT WERE NOT LIMITED TO) CLEAN VEHICLE GROWTH, THE ADVANCEMENT OF RENEWABLE ENERGY TECHNOLOGIES, PROGRESS IN LOW CARBON GROWTH PLANNING, THE DEVELOPMENT OF SUSTAINABLE CITIES, AND AN INCREASE IN THE EFFICIENCY OF ENERGY-INTENSIVE ENTERPRISES. IN ORDER TO SUPPORT ITS GRANTMAKING IN CHINA, THE ENERGY FOUNDATION'S EXPENDITURES IN 2022 INCLUDED THE SALARY AND BENEFITS OF AROUND 70 STAFF MEMBERS, OFFICE RENTAL, EQUIPMENT CHARGES, AND OTHER EXPENSES RELATED TO MAINTAINING THE FOUNDATION'S BEIJING PROGRAM OFFICE. THE FOUNDATION ADMINISTERS ITS FOREIGN BRANCH IN CHINA.
Expenses $64,834,425 · Grants $52,117,910 · Revenue $54,124
As filed on the 2022 return.
Listed in Part VII
-
Zou JiZOU JI
CEO
- Total calculated
- $460,008
- From this org
- $440,761
- From related orgs
- $0
- Other
- $19,247
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $440,761
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $19,247
- Filer's total
- $460,008
-
Hongjun ZhangHONGJUN ZHANG
BOARD CHAIR
- Total calculated
- $6,000
- From this org
- $6,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3
-
Kelly Sims GallagherKELLY SIMS GALLAGHER
BOARD MEMBER
- Total calculated
- $6,000
- From this org
- $6,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3
-
Stephen HarperSTEPHEN HARPER
BOARD MEMBER
- Total calculated
- $6,000
- From this org
- $6,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3
-
Kebin HeKEBIN HE
BOARD MEMBER
- Total calculated
- $6,000
- From this org
- $6,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3
-
Bernice LeeBERNICE LEE
BOARD MEMBER
- Total calculated
- $6,000
- From this org
- $6,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3
-
David NiehDAVID NIEH
BOARD MEMBER
- Total calculated
- $7,654
- From this org
- $7,654
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3
-
Hongpeng LeiHONGPENG LEI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Walt ReidWALT REID
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Jorgen ThomsenJORGEN THOMSEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Jonathan PershingJONATHAN PERSHING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Shenyu BelskySHENYU BELSKY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
David Vance WagnerDAVID VANCE WAGNER
SEC/INTERIM TREAS (6/1/22-11/7/22)
- Total calculated
- $324,131
- From this org
- $275,906
- From related orgs
- $0
- Other
- $48,225
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $275,906
- Bonus
- $0
- Other
- $0
- Deferred
- $27,322
- Nontaxable benefits
- $20,903
- Filer's total
- $324,131
-
Shao YueSHAO YUE
COO/TREASURER (THRU 6/30/22)
- Total calculated
- $219,610
- From this org
- $215,565
- From related orgs
- $0
- Other
- $4,045
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $215,565
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $4,045
- Filer's total
- $219,610
-
Fang YuweiFANG YUWEI
COO/TREASURER (STARTING 11/7/22)
- Total calculated
- $80,624
- From this org
- $77,429
- From related orgs
- $0
- Other
- $3,195
- Hours/week
- 40
-
Jean KuJEAN KU
DIRECTOR, STRATEGIC PARTNERSHIP
- Total calculated
- $249,938
- From this org
- $209,519
- From related orgs
- $0
- Other
- $40,419
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $209,519
- Bonus
- $0
- Other
- $0
- Deferred
- $20,683
- Nontaxable benefits
- $19,736
- Filer's total
- $249,938
-
Piotr KodzisPIOTR KODZIS
FINANCE DIRECTOR
- Total calculated
- $234,262
- From this org
- $192,600
- From related orgs
- $0
- Other
- $41,662
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $192,600
- Bonus
- $0
- Other
- $0
- Deferred
- $18,991
- Nontaxable benefits
- $22,671
- Filer's total
- $234,262
-
Danielle Fuller-WimbushDANIELLE FULLER-WIMBUSH
DIRECTOR OF GRANTS MANAGEMENT
- Total calculated
- $217,699
- From this org
- $171,600
- From related orgs
- $0
- Other
- $46,099
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,600
- Bonus
- $0
- Other
- $0
- Deferred
- $16,891
- Nontaxable benefits
- $29,208
- Filer's total
- $217,699
-
Yunshu JiYUNSHU JI
GRANTS MANAGER
- Total calculated
- $166,164
- From this org
- $135,600
- From related orgs
- $0
- Other
- $30,564
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $125,600
- Bonus
- $10,000
- Other
- $0
- Deferred
- $12,232
- Nontaxable benefits
- $18,332
- Filer's total
- $166,164
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$900,000
TO SUPPORT EDUCATION AND ANALYSIS TO ADVANCE CLIMATE LEADERSHIP, TO SUPPORT EDUCATION AND ANALYSIS TO ADVANCE LOW CARBON CITIES, AND TO SUPPORT EDUCATION, ANALYSIS AND OUTREACH TO BUILD A CLEAN ENERGY FUTURE
-
TO SUPPORT EDUCATION AND OUTREACH TO BUILD A CLEAN ENERGY FUTURE, TO PROMOTE EDUCATION, ANALYSIS FOR THE ALTERNATIVE REFRIGERANT AND ENERGY-SAVING TECHNOLOGY, TO ACHIEVE THE GOALS OF CARBON NEUTRALITY AND EMISSION PEAKING GOALS, AND TO SUPPORT EDUCATION AND ANALYSIS TO PROMOTE ELECTRIC VEHICLES
-
TO SUPPORT EDUCATION AND ANALYSIS TO ADVANCE CLIMATE LEADERSHIP AND TO SUPPORT EDUCATION, ANALYSIS AND OUTREACH TO BUILD A CLEAN ENERGY FUTURE
-
TO PROMOTE EDUCATION AND ANALYSIS TO ADVANCE CLEAN ELECTRICITY AND TO SUPPORT EDUCATION AND ANALYSIS TO ADVANCE LOW CARBON CITIES
-
UNIVERSITY OF MARYLAND
$350,000
TO SUPPORT EDUCATION AND ANALYSIS TO PHASE OUT COAL
-
TO SUPPORT EDUCATION, ANALYSIS AND OUTREACH TO BUILD A CLEAN ENERGY FUTURE AND TO NARROW DOWN THE GAP IN NARRATIVES BETWEEN DIFFERENT REGIONS, TO PROMOTE MORE JOINT EFFORTS IN IMPROVING GLOBAL CLIMATE GOVERNANCE
-
$200,004
TO SUPPORT EDUCATION AND ANALYSIS TO ADVANCE CLIMATE LEADERSHIP.
-
$150,000
TO PROMOTE EDUCATION, ANALYSIS FOR THE ALTERNATIVE REFRIGERANT AND ENERGY-SAVING TECHNOLOGY, TO ACHIEVE THE GOALS OF CARBON NEUTRALITY AND EMISSION PEAKING GOALS.
-
TO NARROW DOWN THE GAP IN NARRATIVES BETWEEN DIFFERENT REGIONS, TO PROMOTE MORE JOINT EFFORTS IN IMPROVING GLOBAL CLIMATE GOVERNANCE
-
TO SUPPORT EDUCATION, ANALYSIS AND OUTREACH TO BUILD A CLEAN ENERGY FUTURE
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323189349304807
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.