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Nonprofiteer
← EFI FOUNDATION

Form 990 for tax year 2023

Filed by EFI FOUNDATION.

Totals

Total revenue
$4,136,283
Total expenses
$5,208,492
Contributions and grants received
$4,136,283
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$2,715,958
Total liabilities, end of year
$1,901,061
Net assets or fund balances, end of year
$814,897
Program services expenses (Part IX)
$5,177,071
Management and general expenses
$26,437
Fundraising expenses
$4,984
Program service expenses (Part III)
$5,177,071

Program services were 99.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOSEPH S HEZIR

    EVP AND TREASURER

    Total calculated
    $148,000
    From this org
    $148,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • ERNEST J MONIZ

    CEO AND DIRECTOR

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • MELANIE A KENDERDINE

    EVP AND SECRETARY

    Total calculated
    $150,000
    From this org
    $150,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • JEANETTE PABLO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD MESERVE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHARLES CURTIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CLINT VINCE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFFERY BROWN

    MANAGING DIRECTOR

    Total calculated
    $254,755
    From this org
    $254,755
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $254,755
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $254,755

  • STEPHEN COMELLO

    SVP, STRATEGIC INITIATIVES

    Total calculated
    $250,874
    From this org
    $235,079
    From related orgs
    $0
    Other
    $15,795
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,079
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $15,795
    Filer's total
    $250,874

  • DAVID ELLIS

    SVP OF POLICY STRATEGY/OUTREACH

    Total calculated
    $232,826
    From this org
    $219,991
    From related orgs
    $0
    Other
    $12,835
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,991
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $12,835
    Filer's total
    $232,826

  • TATIANA BRUCE DE SILVA

    PROJECT MANAGER

    Total calculated
    $113,553
    From this org
    $108,146
    From related orgs
    $0
    Other
    $5,407
    Hours/week
    40

  • MICHAEL DOWNEY

    DEPUTY DIR OF RESEARCH

    Total calculated
    $137,236
    From this org
    $130,874
    From related orgs
    $0
    Other
    $6,362
    Hours/week
    40

  • MINJI JEONG

    RESEARCH SPECIALIST

    Total calculated
    $117,668
    From this org
    $104,763
    From related orgs
    $0
    Other
    $12,905
    Hours/week
    40

  • ALEXANDER KIZER

    SVP AND COO

    Total calculated
    $143,637
    From this org
    $136,797
    From related orgs
    $0
    Other
    $6,840
    Hours/week
    20

  • ALICIA MOULTON

    DEPUTY DIR OF COMMUNICATION

    Total calculated
    $112,458
    From this org
    $104,417
    From related orgs
    $0
    Other
    $8,041
    Hours/week
    40

  • MADELINE SCHOMBURG

    DIR OF RESEARCH

    Total calculated
    $132,316
    From this org
    $115,954
    From related orgs
    $0
    Other
    $16,362
    Hours/week
    40

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

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 2 · Substantiation required before reimbursing expenses
  • 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

The filer's explanations (Part III)

PART I, LINE 1A
THE EFI FOUNDATION TRAVEL POLICY IS TO USE COACH TRAVEL. FLIGHTS OF OVER 5 HOURS CAN BE REIMBURSED FOR BUSINESS CLASS. THE CEO AND PRESIDENT IS EXEMPT FROM THESE RESTRICTIONS.
PART I, LINE 1B
EFI FOUNDATION EXPECTS EMPLOYEES TO ACT RESPONSIBLY AND PROFESSIONALLY WHEN INCURRING AND SUBMITTING COSTS. EFI FOUNDATION WILL REIMBURSE EMPLOYEES FOR REASONABLE EXPENSES ON PRE-APPROVED BUSINESS. EMPLOYEES WHO INCUR APPROVED EXPENSES (IN CASH OR ON PERSONAL CHARGE CARDS) ON BEHALF OF EFI FOUNDATION MAY SUBMIT THOSE EXPENSES FOR REIMBURSEMENT. ALL EXPENSES FOR REIMBURSEMENT MUST BE ACCOMPANIED BY RECEIPTS (HARD OR DIGITAL COPIES) AND A COMPLETED REIMBURSEMENT FORM. REIMBURSEMENT FORMS CAN BE FOUND IN THE OPERATIONS FORMS FOLDER ON SHAREPOINT. EMPLOYEES SHOULD EMAIL RECEIPTS AND FORMS TO EFI FOUNDATION'S ACCOUNTING INBOX ([email protected]), CC'ING THE EMPLOYEE'S SUPERVISOR AND THE OPERATIONS MANAGER FOR APPROVAL. IN THE INSTANCE THAT A RECEIPT IS LOST, EMPLOYEES CAN PROVIDE CREDIT CARD STATEMENTS INCLUDING THE EXPENSE AND CORRESPONDING DATES AS A FORM OF BACKUP. HOWEVER, THIS IS NOT A PRACTICE TO BE FOLLOWED ON A REGULAR BASIS AND IF AN EMPLOYEE REPEATEDLY FAILS TO PROVIDE RECEIPTS, EXPENSE REPORTS CAN BE REJECTED DUE TO LACK OF POLICY ADHERENCE. IF AN EMPLOYEE CAN CALL AND RECEIVE A COPY OF THEIR RECEIPT, THIS STEP MUST BE TAKEN/ATTEMPTED BEFORE CREDIT CARD STATEMENTS WILL BE ACCEPTED. CASH EXPENSES WITHOUT RECEIPTS WILL NOT BE REIMBURSED. REIMBURSEMENT REQUESTS SHOULD, WHENEVER POSSIBLE, BE SUBMITTED WITHIN 30 DAYS OF THE DATE THE EXPENSE IS INCURRED.

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202413209349309891

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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