2023-10-25T13:45:31-05:00 2022-12-31 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2022-01-01 454244605 INSTITUTE FOR ENERGY ECONOMICS AND FINANCIAL ANALYSIS INC INST 2167126612 14900 DETROIT AVE 206 LAKEWOOD OH 44107 ALEXANDRA BUCHANAN EXECUTIVE DIRECTOR 2167126612 2023-10-23 1 ALEXANDRA BUCHANAN 999009999 1 AARON M FOX P01365820 2022274000 2023-10-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALEXANDRA BUCHANAN 14900 DETROIT AVE 206 LAKEWOOD OH 44107 11713002 0 X HTTPS://IEEFA.ORG/ X 2011 MA TO ACCELERATE THE TRANSITION TO A DIVERSE, SUBSTAINABLE AND PROFITABLE ENERGY ECONOMY. 6 6 25 10 0 0 13149555 11585644 108121 140797 1509 1956 1546 -15395 13260731 11713002 140520 1707818 0 0 1620716 3156031 0 0 236397 5814506 5777671 7575742 10641520 5684989 1071482 13305538 14825834 201707 650521 13103831 14175313 TO ACCELERATE THE TRANSITION TO A DIVERSE, SUSTAINABLE AND PROFITABLE ENERGY ECONOMY. 0 0 7427648 1707818 140797 TO CONDUCT ANALYSIS AND PUBLISH AND RELEASE STUDIES ON ENERGY ISSUES; RESOURCE PLANNING; POWER PLANT ECONOMICS AND FINANCING; THE FINANCIAL AND ECONOMIC RISKS OF ENERGY ALTERNATIVES; WATER AND ENERGY; AND COAL AND OIL RESERVES, EXPORTS, AND PRICES. 1968594 TO SPONSOR AT LEAST ONE MAJOR TWO-TO-THREE DAY CONFERENCE EACH YEAR AND HOLD ADDITIONAL WEBINARS, SEMINARS, AND OTHER EDUCATIONAL EVENTS AS NEEDED AND REQUESTED. 9396242 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 27 0 1 25 1 0 1 AS 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA MA NY OH X X ALEXANDRA BUCHANAN 2167126612 14900 DETROIT AVE 206 LAKEWOOD OH 44107 SERGIO KNAEBEL PRESIDENT 5.00 X X 0 0 0 INGRID VILA VICE PRESIDENT 1.00 X X 0 0 0 ERIC SCHAEFFER TREASURER 1.00 X X 0 0 0 SARAH BRENNAN DIRECTOR 1.00 X 0 0 0 CHRIS MEYER DIRECTOR 1.00 X 0 0 0 LARRY SHAPIRO DIRECTOR 1.00 X 0 0 0 ALEXANDRA BUCHANAN EXECUTIVE DIRECTOR/SECRETARY 40.00 X 250000 0 26929 SARAH WEEKS DIRECTOR OF FINANCE AND ADMIN. 40.00 X 188127 0 40849 SETH FEASTER ENERGY DATA ANALYST 40.00 X 138571 0 31512 VIVIENNE HESTON STRATEGIC COMMUNICATIONS DIRECTOR 40.00 X 147858 0 18081 ABHISHEK SINHA PETROCHEMICAL ENERGY FINANCE ANALYST 40.00 X 154000 0 4579 SAMUEL REYNOLDS ENERGY FINANCE ANALYST 40.00 X 106872 0 23538 SARAH JOHNSTON IT MANAGER 40.00 X 108135 0 15357 1093563 0 160845 9 0 1 0 TR ROSE ASSOCIATES 45 PATRIOTS PLACE KINGSTON NY 12401 RESEARCH CONSULTING SERVICES 515604 SCHLISSEL TECHNICAL CONSULTING 1126 KEELER AVENUE BERKELEY CA 94708 RESEARCH CONSULTING SERVICES 228000 GLENMAR PUBLIC POLICY RESEARCH ASSOCIATE 135 EASTERN PARKWAY 13K BROOKLYN NY 11238 RESEARCH CONSULTING SERVICES 209436 EMJAY INTERNATIONAL LTD OFFICE 2 GRESWOLDE HOUSE 197B STA SOLIHULL WEST MIDLANDS UK B93 0PU RESEARCH CONSULTING SERVICES 205638 BROADVIEW RESEARCH 353 NW 112TH STREET SEATTLE WA 98177 RESEARCH CONSULTING SERVICES 184026 13 11585644 11585644 RESEARCH 541700 140797 140797 140797 1956 1956 OTHER REVENUE 900099 600 600 LOSS ON FOREIGN CURRENCY 900099 -15995 -15995 -15395 11713002 140797 0 -13439 X 150000 150000 1557818 1557818 505905 188312 262207 55386 2149594 1826817 252038 70739 51514 37408 11395 2711 284279 223224 39563 21492 164739 120380 36165 8194 97823 50107 47716 146100 146100 3238363 3087611 84110 66642 12389 12389 47782 76 45642 2064 342363 317997 19471 4895 13200 7554 5077 569 173011 163084 9650 277 21072 21072 RESEARCH DATA & SUBSCR. 901151 901151 EDUCATION & TRAINING 456871 456871 COMMUNICATIONS 188569 188569 ORGANIZATIONAL DEVEL. 138977 106874 28675 3428 10641520 9396242 1008881 236397 2397667 1140938 4004412 5000549 6314434 7784691 587866 797779 1159 101877 13305538 14825834 173902 230521 27805 420000 201707 650521 X 3575291 4478847 9528540 9696466 13103831 14175313 13305538 14825834 1071482 0 X 0 1 X 0 0 X 3757673 3556120 10375371 13149555 11585644 42424363 3757673 3556120 10375371 13149555 11585644 42424363 17287090 25137273 3880 14044 15133 1509 1956 36522 -2062 1546 600 84 42460969 463457 0.59200 0.61070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 2,053. 2021 AMOUNT: $ 500. 2022 AMOUNT: $ 600. CURRENCY EXCHANGE LOSS - 2020 AMOUNT: $ -4,115. 2021 AMOUNT: $ 1,046. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 5347 5347 10652168 10657515 682876 170719 0 0 330944 426877 528787 682876 1969484 2954226 5347 5347 82736 106719 132197 170719 492371 738557 0 X PART X, LINE 2: THE INSTITUTE PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2022 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 EAST ASIA AND THE PACIFIC 0 7 PROGRAM SERVICES RESEARCH AND ANALYSIS; EDUCATION AND TRAINING 653735 EUROPE (INCLUDING ICELAND & GREENLAND) 0 4 PROGRAM SERVICES RESEARCH AND ANALYSIS; EDUCATION AND TRAINING 721491 SOUTH ASIA 0 5 PROGRAM SERVICES RESEARCH AND ANALYSIS; EDUCATION AND TRAINING 511752 NORTH AMERICA 0 1 PROGRAM SERVICES RESEARCH AND ANALYSIS; EDUCATION AND TRAINING 72789 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 1557818 0 17 0 0 0 17 3517585 0 3517585 EAST ASIA AND THE PACIFIC OPERATING SUPPORT 1557818 0 1 0 1 0 0 0 0 0 PART I, LINE 2: IEEFA US ACTIVELY MONITORS THE USE OF GRANT FUNDS BY IEEFA AUSTRALIA. ON A MONTHLY BASIS, IEEFA AUSTRALIA PROVIDES IEEFA US WITH 1) A RECORD OF ALL EXPENDITURES INCURRED BY IEEFA AUSTRALIA; 2) A MANAGEMENT REPORT WHICH INCLUDES A BALANCE SHEET, PROFIT AND LOSS STATEMENT, AND AR/AP AGING REPORTS; AND 3) A COMPLETED BANK RECONCILIATION AND CORRESPONDING BANK STATEMENT. EACH DOCUMENT IS REVIEWED FOR ACCURACY, AND EACH EXPENDITURE IS REVIEWED PRIOR TO BE ADDED TO THE ACCOUNTING SYSTEM OF IEEFA US. IN ADDITION, IEEFA US HAS ONLINE ACCESS TO THE ACCOUNTING SYSTEM USED BY IEEFA AUSTRALIA. PART I, LINE 3: IEEFA REPORTED THE EXPENDITURES USING ACCRUAL BASIS ACCOUNTING, THE SAME METHOD USED IN ITS AUDITED FINANCIAL STATEMENTS. PART III ACCOUNTING METHOD: 1 GLOBAL ENERGY MONITOR 1254 UTAH STREET SAN FRANCISCO CA 94110 822723327 501(C)(3) 150000 0 PRIVATE EQUITY FOSSIL ASSET RESEARCH AND ENGAGEMENT 1 0 PART I, LINE 2: IEEFA REQUIRES ALL GRANTEES TO SEND FINANICAL REPORTS ON THE USE OF THE GRANTS. X X 0 0 0 0 0 0 0 0 0 ALEXANDRA BUCHANAN EXECUTIVE DIRECTOR/SECRETARY 250000 0 0 0 0 0 10000 0 16929 0 276929 0 0 0 SARAH WEEKS DIRECTOR OF FINANCE AND ADMIN. 188127 0 0 0 0 0 7560 0 33289 0 228976 0 0 0 SETH FEASTER ENERGY DATA ANALYST 138571 0 0 0 0 0 5544 0 25968 0 170083 0 0 0 VIVIENNE HESTON STRATEGIC COMMUNICATIONS DIRECTOR 147858 0 0 0 0 0 5914 0 12167 0 165939 0 0 0 ABHISHEK SINHA PETROCHEMICAL ENERGY FINANCE ANALYST 154000 0 0 0 0 0 3080 0 1499 0 158579 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS REVIEWED BY ALL MEMBERS OF THE GOVERNING BOARD BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES FILL OUT THE ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM AND ARE REQUIRED TO DISCLOSE CONFLICTS AS THEY WOULD ARISE. FORM 990, PART VI, SECTION B, LINE 15 MEMBERS OF THE GOVERNING BOARD CONDUCT REVIEWS OF COMPENSATION FOR COMPARABLE POSITIONS AND MAKE INDEPENDENT DECISIONS ON COMPENSATION LEVELS. COMPENSATION MANAGEMENT SOFTWARE IS USED TO ANALYZE COMPARABLE MARKET PAY DATA WHEN DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND FORM 990S ARE POSTED ON OUR WEBSITE. ADDITIONAL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G RESEARCH CONSULTANTS: PROGRAM SERVICE EXPENSES 2,931,130. MANAGEMENT AND GENERAL EXPENSES 79,847. FUNDRAISING EXPENSES 63,264. TOTAL EXPENSES 3,074,241. ORGANIZATIONAL DEVELOPMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 127,082. MANAGEMENT AND GENERAL EXPENSES 3,462. FUNDRAISING EXPENSES 2,743. TOTAL EXPENSES 133,287. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 17,405. MANAGEMENT AND GENERAL EXPENSES 474. FUNDRAISING EXPENSES 376. TOTAL EXPENSES 18,255. TRANSLATORS: PROGRAM SERVICE EXPENSES 11,994. MANAGEMENT AND GENERAL EXPENSES 327. FUNDRAISING EXPENSES 259. TOTAL EXPENSES 12,580. IEEFA AUSTRALIA LTD 91 PERCY STREET WARWICK QLD AS 4370 CONDUCT ANALYSIS AND PUBLISH AND RELEASE STUDIES AS INSTITUTE FOR ENERGY ECONOMICS AND FINANCIAL ANALYSIS 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IEEFA AUSTRALIA LTD B 1557818 CASH