TY 2022 Form 990 Schedule O

efile Public Visual Render ObjectId: 202323189349304807 - Submission: 2023-11-14 TIN: 94-3126848

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
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Attach to Form 990 or 990-EZ.
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Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization

THE ENERGY FOUNDATION

Employer identification number

94-3126848

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 WAS REVIEWED BY THE FOUNDATION'S MANAGEMENT AND OUTSIDE COUNSEL. FURTHERMORE, A COPY OF FORM 990 WAS PROVIDED TO THE AUDIT COMMITTEE AND BOARD OF DIRECTORS PRIOR TO FILING. BOARD MEMBERS POSED ANY QUESTIONS THEY HAD PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE COVERED UNDER THE CONFLICT OF INTEREST (COI) POLICY. THE POLICY CHECKS ON WHETHER ANY DIRECTOR OR OFFICER OR ANY OF THEIR FAMILY MEMBERS HOLDS A POSITION OF OWNER, DIRECTOR, OFFICER, PARTNER OR EMPLOYEE OF ANY ORGANIZATION THAT DOES BUSINESS WITH EF. IT ALSO CHECKS WHETHER OR NOT THEY ARE A PARTICIPANT IN ANY ORGANIZATION THAT MAY HAVE AN INTEREST ADVERSE TO THE INTERESTS OF EF OR THAT MAY CAUSE A CONFLICT OF INTEREST IN PERFORMING THEIR DUTIES. A DIRECTOR OR OFFICER DEEMED TO HAVE A MATERIAL FINANCIAL OR PERSONAL INTEREST IS NOT ALLOWED TO PARTICIPATE IN ANY DISCUSSION INVOLVING A TRANSACTION RELATED TO THE COI ORGANIZATION AND IS NOT ALLOWED TO VOTE ON ANY SUCH TRANSACTIONS.
FORM 990, PART VI, SECTION B, LINE 15	THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS AND APPROVES THE COMPENSATION FOR CEO AND TREASURER THROUGH THE USE OF COMPENSATION STUDIES AND OTHER ANALYSIS. ALL OTHER STAFF SALARIES ARE SET BY THE EF MANAGEMENT TEAM AND PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR APPROVAL.
FORM 990, PART VI, SECTION C, LINE 18	THEY WILL BE PROVIDED UPON WRITTEN REQUEST.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES DOCUMENTS DISCLOSABLE UNDER SECTION 6104(D) AVAILABLE TO THE PUBLIC AS REQUIRED BY THE INTERNAL REVENUE CODE. ANY IN PERSON OR WRITTEN REQUESTS FOR ANY OF THE ABOVE DOCUMENTS WILL BE MET BY SENDING A COPY OF THE DOCUMENTS TO THE REQUESTING PARTY.
FORM 990, PART VII, SECTION A, LINE 1A:	DAVID VANCE WAGNER, JEAN KU, DANIELLE FULLER-WIMBUSH, AND PIOTR KODZIS ARE EMPLOYEES OF AND COMPENSATED BY UNITED STATES ENERGY FOUNDATION (UNRELATED ORGANIZATION), HOWEVER, THEY PERFORM SERVICES FOR THE ENERGY FOUNDATION. THEIR SALARIES AND BENEFITS ARE FULLY REIMBURSED BY THE ENERGY FOUNDATION. IN 2022, DAVID VANCE WAGNER RECEIVED $275,906 REPORTABLE COMPENSATION, $27,322 EMPLOYER-PAID RETIREMENT AND OTHER DEFERRED COMPENSATION, AND $20,903 HEALTH AND OTHER NONTAXABLE BENEFITS. JEAN KU RECEIVED $209,519 REPORTABLE COMPENSATION, $20,683 EMPLOYER-PAID RETIREMENT AND OTHER DEFERRED COMPENSATION, AND $19,736 HEALTH AND OTHER NONTAXABLE BENEFITS. DANIELLE FULLER-WIMBUSH RECEIVED $171,600 REPORTABLE COMPENSATION, $16,891 EMPLOYER-PAID RETIREMENT AND OTHER DEFERRED COMPENSATION, AND $29,208 HEALTH AND OTHER NONTAXABLE BENEFITS. PIOTR KODZIS RECEIVED $192,600 REPORTABLE COMPENSATION, $18,991 EMPLOYER-PAID RETIREMENT AND OTHER DEFERRED COMPENSATION, AND $22,671 HEALTH AND OTHER NONTAXABLE BENEFITS. YUNSHU JI RECEIVED $125,600 REPORTABLE COMPENSATION, $10,000 BONUS, $12,232 EMPLOYER-PAID RETIREMENT AND OTHER DEFERRED COMPENSATION, AND $18,332 HEALTH AND OTHER NONTAXABLE BENEFITS.
FORM 990, PART VII, SECTION A, LINE 1A:	KEBIN HE, BOARD MEMBER, RECEIVED $1,654 COMPENSATION FOR CONSULTING SERVICES IN 2022.
FORM 990, PART XI, LINE 9:	FOREIGN CURRENCY ADJUSTMENT 1,177,716. UNREALIZED LOSS ON FOREIGN CURRENCY TRANSLATION -225,620.

Return Reference

Explanation

FORM 990, PART VI, SECTION B, LINE 11B

THE FORM 990 WAS REVIEWED BY THE FOUNDATION'S MANAGEMENT AND OUTSIDE COUNSEL. FURTHERMORE, A COPY OF FORM 990 WAS PROVIDED TO THE AUDIT COMMITTEE AND BOARD OF DIRECTORS PRIOR TO FILING. BOARD MEMBERS POSED ANY QUESTIONS THEY HAD PRIOR TO FILING.

FORM 990, PART VI, SECTION B, LINE 12C

DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE COVERED UNDER THE CONFLICT OF INTEREST (COI) POLICY. THE POLICY CHECKS ON WHETHER ANY DIRECTOR OR OFFICER OR ANY OF THEIR FAMILY MEMBERS HOLDS A POSITION OF OWNER, DIRECTOR, OFFICER, PARTNER OR EMPLOYEE OF ANY ORGANIZATION THAT DOES BUSINESS WITH EF. IT ALSO CHECKS WHETHER OR NOT THEY ARE A PARTICIPANT IN ANY ORGANIZATION THAT MAY HAVE AN INTEREST ADVERSE TO THE INTERESTS OF EF OR THAT MAY CAUSE A CONFLICT OF INTEREST IN PERFORMING THEIR DUTIES. A DIRECTOR OR OFFICER DEEMED TO HAVE A MATERIAL FINANCIAL OR PERSONAL INTEREST IS NOT ALLOWED TO PARTICIPATE IN ANY DISCUSSION INVOLVING A TRANSACTION RELATED TO THE COI ORGANIZATION AND IS NOT ALLOWED TO VOTE ON ANY SUCH TRANSACTIONS.

FORM 990, PART VI, SECTION B, LINE 15

THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS AND APPROVES THE COMPENSATION FOR CEO AND TREASURER THROUGH THE USE OF COMPENSATION STUDIES AND OTHER ANALYSIS. ALL OTHER STAFF SALARIES ARE SET BY THE EF MANAGEMENT TEAM AND PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR APPROVAL.

FORM 990, PART VI, SECTION C, LINE 18

THEY WILL BE PROVIDED UPON WRITTEN REQUEST.

FORM 990, PART VI, SECTION C, LINE 19

THE ORGANIZATION MAKES DOCUMENTS DISCLOSABLE UNDER SECTION 6104(D) AVAILABLE TO THE PUBLIC AS REQUIRED BY THE INTERNAL REVENUE CODE. ANY IN PERSON OR WRITTEN REQUESTS FOR ANY OF THE ABOVE DOCUMENTS WILL BE MET BY SENDING A COPY OF THE DOCUMENTS TO THE REQUESTING PARTY.

FORM 990, PART VII, SECTION A, LINE 1A:

DAVID VANCE WAGNER, JEAN KU, DANIELLE FULLER-WIMBUSH, AND PIOTR KODZIS ARE EMPLOYEES OF AND COMPENSATED BY UNITED STATES ENERGY FOUNDATION (UNRELATED ORGANIZATION), HOWEVER, THEY PERFORM SERVICES FOR THE ENERGY FOUNDATION. THEIR SALARIES AND BENEFITS ARE FULLY REIMBURSED BY THE ENERGY FOUNDATION. IN 2022, DAVID VANCE WAGNER RECEIVED $275,906 REPORTABLE COMPENSATION, $27,322 EMPLOYER-PAID RETIREMENT AND OTHER DEFERRED COMPENSATION, AND $20,903 HEALTH AND OTHER NONTAXABLE BENEFITS. JEAN KU RECEIVED $209,519 REPORTABLE COMPENSATION, $20,683 EMPLOYER-PAID RETIREMENT AND OTHER DEFERRED COMPENSATION, AND $19,736 HEALTH AND OTHER NONTAXABLE BENEFITS. DANIELLE FULLER-WIMBUSH RECEIVED $171,600 REPORTABLE COMPENSATION, $16,891 EMPLOYER-PAID RETIREMENT AND OTHER DEFERRED COMPENSATION, AND $29,208 HEALTH AND OTHER NONTAXABLE BENEFITS. PIOTR KODZIS RECEIVED $192,600 REPORTABLE COMPENSATION, $18,991 EMPLOYER-PAID RETIREMENT AND OTHER DEFERRED COMPENSATION, AND $22,671 HEALTH AND OTHER NONTAXABLE BENEFITS. YUNSHU JI RECEIVED $125,600 REPORTABLE COMPENSATION, $10,000 BONUS, $12,232 EMPLOYER-PAID RETIREMENT AND OTHER DEFERRED COMPENSATION, AND $18,332 HEALTH AND OTHER NONTAXABLE BENEFITS.

FORM 990, PART VII, SECTION A, LINE 1A:

KEBIN HE, BOARD MEMBER, RECEIVED $1,654 COMPENSATION FOR CONSULTING SERVICES IN 2022.

FORM 990, PART XI, LINE 9:

FOREIGN CURRENCY ADJUSTMENT 1,177,716. UNREALIZED LOSS ON FOREIGN CURRENCY TRANSLATION -225,620.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2022

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