EFI FOUNDATION

EIN: 873398574 501(c)(3) Environment

WASHINGTON, DC

Total Revenue
$4,136,283
Total Expenses
$5,208,492
Total Assets
$2,715,958
Net Assets
$814,897
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2021
Legal Domicile
DC
Principal Officer
JOSEPH S HEZIR
Phone
2026880010
Tax Period
2023-01-01 to 2023-12-31

EFI FOUNDATION, founded in 2021, is a community nonprofit in the Environment sector that reported $4.1M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $5.2M exceeded revenue, resulting in a 26% operating deficit.

Mission

EDUCATING THE PUBLIC ON TECHNOLOGY AND POLICY INNOVATION TO ACCELERATE THE CLEAN ENERGY TRANSITION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,136,283
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $4,136,283

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,147,778
Fundraising Expenses $4,984
Program Expenses $5,177,071
Other Expenses $2,060,714
TOTAL EXPENSES $5,208,492

Year-over-Year Comparison

2023 2022 Change
Revenue $4,136,283 $3,416,194 +0.2%
Expenses $5,208,492 $1,529,088 +2.4%
Net Income $-1,072,209 $1,887,106 -1.6%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
4
Employees
37
Volunteers
N/A

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$323,000
Total Directors
7
$323,000
Key Employees
3
$738,455
Highest Compensated
6
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOSEPH S HEZIR EVP AND TREASURER 20.00
Officer Director
$148,000 $0 $148,000
ERNEST J MONIZ CEO AND DIRECTOR 10.00
Officer Director
$25,000 $0 $25,000
MELANIE A KENDERDINE EVP AND SECRETARY 20.00
Officer Director
$150,000 $0 $150,000
JEANETTE PABLO DIRECTOR 1.00
Director
$0 $0 $0
RICHARD MESERVE DIRECTOR 1.00
Director
$0 $0 $0
CHARLES CURTIS DIRECTOR 1.00
Director
$0 $0 $0
CLINT VINCE DIRECTOR 1.00
Director
$0 $0 $0
JEFFERY BROWN MANAGING DIRECTOR 20.00
Key Emp
$254,755 $0 $254,755
STEPHEN COMELLO SVP, STRATEGIC INITIATIVES 40.00
Key Emp
$235,079 $15,795 $250,874
DAVID ELLIS SVP OF POLICY STRATEGY/OUTREACH 40.00
Key Emp
$219,991 $12,835 $232,826
TATIANA BRUCE DE SILVA PROJECT MANAGER 40.00
Highest
$108,146 $5,407 $113,553
MICHAEL DOWNEY DEPUTY DIR OF RESEARCH 40.00
Highest
$130,874 $6,362 $137,236
MINJI JEONG RESEARCH SPECIALIST 40.00
Highest
$104,763 $12,905 $117,668
ALEXANDER KIZER SVP AND COO 20.00
Highest
$136,797 $6,840 $143,637
ALICIA MOULTON DEPUTY DIR OF COMMUNICATION 40.00
Highest
$104,417 $8,041 $112,458
MADELINE SCHOMBURG DIR OF RESEARCH 40.00
Highest
$115,954 $16,362 $132,316
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $4,136,283 $5,208,492 $2,715,958 $-1,072,209
2022 $3,416,194 $1,529,088 $2,591,182 $1,887,106
2022 $1,416,209 $1,393,627 $2,584,360 $22,582
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