Form990
Click to see attachment
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Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 01-01-2021 , and ending 12-31-2021
BCheck if applicable:
CName of organization
ENERGY ACTION FUND
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
55 2ND STREET 24TH FLOOR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94105
D Employer identification number

26-3390444
E Telephone number

G Gross receipts $ 15,440,948
F Name and address of principal officer:
RYAN WERDER
55 2ND STREET 24TH FLOOR
SAN FRANCISCO,CA94105
I
Tax-exempt status: ( 4 ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.ENERGYACTIONFUND.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 2008
M State of legal domicile: DE
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: ENERGY ACTION FUND ADVOCATES FOR A CLEAN AND EQUITABLE ENERGY FUTURE TO TACKLE THE CLIMATE CRISIS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 7
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 5
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 24
6 Total number of volunteers (estimate if necessary) ............. 6 6
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 12,356,587 15,440,000
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -17,803 948
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 12,338,784 15,440,948
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 6,216,350 7,557,250
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 673,288 740,969
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet200,680    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,523,986 3,557,024
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 9,413,624 11,855,243
19 Revenue less expenses. Subtract line 18 from line 12....... 2,925,160 3,585,705
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 9,177,467 13,042,856
21 Total liabilities (Part X, line 26)............. 355,175 598,693
22 Net assets or fund balances. Subtract line 21 from line 20..... 8,822,292 12,444,163
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
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Signature of officer Date
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Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: ENERGY ACTION FUND ADVOCATES FOR A CLEAN AND EQUITABLE ENERGY FUTURE TO TACKLE THE CLIMATE CRISIS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 11,036,942 including grants of $ 7,557,250 ) (Revenue $ 0 )
TO PROVIDE GRANTS TO SUPPORT THE ADVANCEMENT OF CLEAN ENERGY AND ENERGY EFFICIENCY POLICIES.
4b (Code:   ) (Expenses $ 262,889 including grants of $ 0 ) (Revenue $ 0 )
TO PROVIDE SUPPORT TO ADVANCE CLEAN TRANSPORTATION POLICIES.
4c (Code:   ) (Expenses $ 262,089 including grants of $ 0 ) (Revenue $ 0 )
TO PROVIDE STRATEGIC CONSULTATION ON STATE CAMPAIGNS TO ADVANCE CLEAN ENERGY SOLUTIONS.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet11,561,920
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A.....................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
58
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
24
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
Yes
 
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
Yes
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
7
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
5
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
CA , AL , AK , AR , CO , CT , DC , FL , GA , HI , IL , KS , KY , ME , MD , MA , MN , MS , MO , NJ , NM , NY , NC , ND , OH , OK , OR , PA , RI , SC , TN , UT , VA , WA , WV , WI
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJEANETTE NG55 2ND STREET 24TH FLOOR   SAN FRANCISCO,CA94105 (415) 561-6700
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) NICOLE SYSTROM......................................................................
BOARD CHAIR
4.00
.................
 
X   X       10,000 0 0
(2) BRIAN STANLEY......................................................................
COO, SECRETARY
40.00
.................
 
X   X       339,453 0 59,718
(3) JASON MARK......................................................................
VICE CHAIR
40.00
.................
 
X   X       484,743 0 49,376
(4) COURTNEY CUFF......................................................................
BOARD MEMBER
1.00
.................
 
X           0 0 0
(5) PHIL SHARP......................................................................
BOARD MEMBER
1.00
.................
 
X           0 0 0
(6) VIRGINIA LACY......................................................................
BOARD MEMBER
1.00
.................
 
X           0 0 0
(7) ERIC HEITZ......................................................................
BOARD MEMBER
1.00
.................
 
X           0 0 0
(8) RYAN WERDER......................................................................
EAF EXECUTIVE DIRECTOR
40.00
.................
 
    X       246,476 0 48,685
(9) JENNIFER BUMGARNER......................................................................
SENIOR REGIONAL DIRECTOR
1.00
.................
 
        X   212,292 0 57,849
(10) EMILY ENDERLE......................................................................
SENIOR REGIONAL DIRECTOR
4.00
.................
 
        X   218,302 0 51,875
(11) SHANNON RABORN......................................................................
SENIOR REGIONAL DIRECTOR
4.00
.................
 
        X   227,569 0 36,679
(12) ELIZABETH SHROFF......................................................................
PROGRAM MANAGER
4.00
.................
 
        X   158,786 0 40,537
(13) TIAUNA GEORGE......................................................................
SR. DIRECTOR OF GRANTS
4.00
.................
 
        X   226,010 0 23,782








Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 2,123,631 0 368,501
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet8
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
Yes
 
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
DEWEY SQUARE GROUP

607 14TH ST NW STE 500
WASHINGTON,DC20005
STRATEGIC ADVISORS 289,615
PASCHAL ROTH PUBLIC AFFAIRS INC

1127 11TH STREET STE 824
SACRAMENTO,CA65814
STRATEGIC ADVISORS 262,089
BLUEPRINT INTERACTIVE

2307 NORTH TRENTON STREET
ARLINGTON,VA22207
STRATEGIC ADVISORS 177,889
DATA-DRIVEN NARRATIVES LLC

1210 S INDIANA AVE STE 5012
CHICAGO,IL60605
STRATEGIC ADVISORS 176,180
SUNSTONE STRATEGIES LLC

300 PALM AVE
OAKLAND,CA94610
STRATEGIC ADVISORS 164,399
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet9
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 15,440,000
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 15,440,000
 Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet  
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 948     948
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory     7a
b Less: cost or other basis and sales expenses     7b
c Gain or (loss)     7c
d Net gain or (loss).........MediumBullet        
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See instructions.....MediumBullet 15,440,948 0 0 948
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 7,557,250 7,557,250
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 110,795 97,805 4,103 8,887
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 461,609 303,817 49,837 107,955
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 58,332 38,347 6,312 13,673
9 Other employee benefits ....... 72,790 47,851 7,877 17,062
10 Payroll taxes ........... 37,443 25,963 3,626 7,854
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 85,375 59,198 8,268 17,909
c Accounting ........... 5,620 3,897 544 1,179
d Lobbying ........... 3,316,321 3,316,321    
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 27,684 27,684    
12 Advertising and promotion ....        
13 Office expenses ....... 8,116 3,398 1,490 3,228
14 Information technology ...... 30,205 20,944 2,925 6,336
15 Royalties ..        
16 Occupancy ........... 78,452 54,398 7,597 16,457
17 Travel ............ 665 461 64 140
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..        
23 Insurance ...        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEMBERSHIP FEES 4,571 4,571    
b TAX FILING FEES 15 15    
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 11,855,243 11,561,920 92,643 200,680
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 4,850,024 1 3,106,798
2 Savings and temporary cash investments ......... 4,182,179 2 4,183,127
3 Pledges and grants receivable, net ...... 0 3 5,700,000
4 Accounts receivable, net .............   4  
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 145,264 9 52,931
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation 10b     10c  
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 33)... 9,177,467 16 13,042,856
Liabilities 17 Accounts payable and accrued expenses ..... 297,675 17 593,693
18 Grants payable ... 57,500 18 5,000
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D   25  
26 Total liabilities. Add lines 17 through 25.. 355,175 26 598,693
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 4,456,850 27 4,821,977
28 Net assets with donor restrictions ........... 4,365,442 28 7,622,186
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 8,822,292 32 12,444,163
33 Total liabilities and net assets/fund balances ........ 9,177,467 33 13,042,856
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
15,440,948
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
11,855,243
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
3,585,705
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
8,822,292
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
36,166
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
12,444,163
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2021)
Form 990 (2021)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Name of the organization
ENERGY ACTION FUND
 
Employer identification number

26-3390444
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2021)
Schedule B (Form 990) (2021) Page 2
Name of organization
ENERGY ACTION FUND
 
Employer identification number
26-3390444
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)
Schedule B (Form 990) (2021)
Page 3
Name of organization
ENERGY ACTION FUND
 
Employer identification number

26-3390444
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2021)
Schedule B (Form 990) (2021)
Page 4
Name of organization
ENERGY ACTION FUND
 
Employer identification number

26-3390444
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2021)
Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
ENERGY ACTION FUND
 
Employer identification number

26-3390444
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements        
d Equipment ....        
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 0
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: THE FUND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE AND THE RELATED CALIFORNIA CODE SECTIONS. THE FUND FOLLOWS THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ASC TOPIC 740. AS OF DECEMBER 31, 2021, MANAGEMENT EVALUATED THE FUND'S TAX POSITIONS AND CONCLUDED THAT THE FUND HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS.
Schedule D (Form 990) 2021


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
ENERGY ACTION FUND
 
Employer identification number
26-3390444
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) ACADIA CENTER
8 SUMMER STREET PO BOX 583
ROCKPORT,ME04856
01-0518193 501(C)(3) 36,500 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(2) ACTION FOR THE CLIMATE EMERGENCY
4676 BROADWAY SUITE A
BOULDER,CO80304
26-3106566 501(C)(3) 100,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(3) ADVANCE NORTH CAROLINA INC
PO BOX 27421
RALEIGH,NC27611
47-2740671 501(C)(4) 100,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(4) ADVANCED ENERGY WORKS
1010 VERMONT AVE NW SUITE 1050
WASHINGTON,DC20005
80-0373809 501(C)(4) 159,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(5) AFFILIATED TRIBES OF NORTHWEST INDIANS
5904 NE SANDY BLVD
PORTLAND,OR97213
93-0934830 501(C)(3) 7,500 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(6) AMERICA WORKS USA
1225 I STREET NW SUITE 1100
WASHINGTON,DC20005
45-2315353 501(C)(4) 50,000 0     GENERAL OPERATING SUPPORT
(7) AMERICAN ENERGY ACTION
1501 M ST NW SUITE 950
WASHINGTON,DC20005
81-2212257 501(C)(4) 100,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(8) AMERICAN LUNG ASSOCIATION
55 W WACKER DRIVE SUITE 1150
CHICAGO,DC60601
13-1632524 501(C)(3) 15,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(9) ARIZONA ALLIANCE FOR RETIRED AMERICANS
3117 N 16TH STREET 200
PHOENIX,AZ85016
20-0648869 501(C)(4) 15,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(10) ARIZONA PUBLIC INTEREST RESEARCH GROUP INC
835 W WARNER RD SUITE 101-464
GILBERT,AZ85233
05-0617269 501(C)(4) 16,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(11) ARIZONA TRAIL ASSOCIATION
738 N 5TH AVENUE SUITE 201
TUCSON,AZ85705
86-0762149 501(C)(3) 15,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(12) ASIAN PACIFIC ENVIRONMENTAL NETWORK ACTION
426 17TH STREET
OAKLAND,CA94612
45-4027112 501(C)(4) 15,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(13) BLACK ENVIRONMENTAL LEADERS ACTION FUND
6100 RICHMOND ROAD
OAKWOOD VILLAGE,OH44146
87-3076467 501(C)(4) 15,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(14) BLUEGREEN ALLIANCE
2701 UNIVERSITY AVENUE SE SUITE 209
MINNEAPOLIS,MN55414
26-4086284 501(C)(4) 50,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(15) BUSINESS CLIMATE INITIATIVE ACTION
659 C STREET SE
WASHINGTON,DC20003
84-4536665 501(C)(4) 150,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(16) BUSINESS FORWARD INC
1155 CONNECTICUT AVE NW SUITE 1000
WASHINGTON,DC20036
26-4336291 501(C)(6) 50,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(17) CASA IN ACTION
8151 15TH AVE HYATTSVILLE
HYATTSVILLE,MD20873
27-2145405 501(C)(4) 25,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(18) CENTER FOR AMERICAN PROGRESS ACTION FUND
1333 H STREET NW 10TH FLOOR
WASHINGTON,DC20005
30-0192708 501(C)(4) 1,250,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(19) CENTER FOR CIVIC ACTION
PO BOX 27616
ALBUQUERQUE,NM87125
02-0779812 501(C)(4) 10,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(20) CERES INC
99 CHAUNCY STREET 6TH FLOOR
BOSTON,MA02111
22-3053747 501(C)(3) 301,500 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(21) CHARGEVC INC
417 DENISON STREET
HIGHLAND PARK,NJ08904
81-4269324 501(C)(6) 40,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(22) CHESAPEAKE CLIMATE ACTION NETWORK ACTION FUND
PO BOX 11138
TAKOMA PARK,MD20913
01-0879928 501(C)(4) 65,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(23) CITIZENS UTILITY BOARD OF ILLINOIS
309 WEST WASHINGTON STREET SUITE
800
CHICAGO,IL60606
36-3306846 501(C)(4) 50,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(24) CITIZENS UTILITY BOARD OF MINNESOTA
332 MINNESOTA STREET SUITE W1360
SAINT PAUL,MN55101
81-2175430 501(C)(3) 7,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(25) CLEAN AIR ACTION FUND
135 S 19TH STREET SUITE 300
PHILADELPHIA,PA19103
84-4967138 501(C)(4) 20,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(26) CLEAN ENERGY ECONOMY MINNESOTA
4808 10TH AVENUE SOUTH
MINNEAPOLIS,MN55417
81-2294812 501(C)(3) 10,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(27) CLEAN FUELS OHIO
3240 W HENDERSON RD STE A
COLUMBUS,OH43220
04-3595329 501(C)(3) 6,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(28) CLEAN WISCONSIN
634 W MAIN ST SUITE 300
MADISON,WI53703
39-1413448 501(C)(3) 60,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(29) CLIMATE JOBS NATIONAL RESOURCE CENTER ACTION FUND
350 W 31ST STREET 7TH FL
NEW YORK,NY10001
85-0712215 501(C)(4) 100,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(30) COLORADO COMMUNITIES FOR CLIMATE ACTION
601 CHEYENNE ST 201
GOLDEN,CO80403
84-3960601 CCCA 30,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(31) COLORADO FISCAL INSTITUTE
1905 N SHERMAN STREET SUITE 225
DENVER,CO80203
46-1281109 501(C)(3) 10,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(32) COLORADO PUBLIC INTEREST RESEARCH GROUP INC
1543 WAZEE ST STE 330
DENVER,CO80202
84-1188748 501(C)(4) 35,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(33) CONSERVATION COLORADO
1536 WYNKOOP ST 510
DENVER,CO80202
30-0037131 501(C)(4) 100,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(34) CONSERVATION MINNESOTA VOTER CENTER
1101 WEST RIVER PARKWAY SUITE 250
MINNEAPOLIS,MN55415
41-1949625 501(C)(4) 365,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(35) CONSERVATION VOTERS OF PENNSYLVANIA
PO BOX 2125
PHILADELPHIA,PA19103
27-0800179 501(C)(4) 20,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(36) CONSERVATION VOTERS OF SOUTH CAROLINA
PO BOX 1766
COLUMBIA,SC29202
58-2420153 501(C)(4) 25,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(37) CONSERVATIVES FOR A CLEAN ENERGY FUTURE
106 W ALLEGAN STREET STE 200
LANSING,MI48933
82-5201195 501(C)(4) 158,750 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(38) CONSUMERS FOR DENTAL CHOICE
316 F STREET NE SUITE 210
WASHINGTON,DC20002
52-2257385 501(C)(3) 10,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(39) ELECTRIFICATION COALITION ALLIANCE INC
1111 19TH STREET NW SUITE 406
WASHINGTON,DC20036
01-0927325 501(C)(4) 57,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(40) ENVIRONMENT AMERICA INC
104 BAYARD STREET FLOOR 6
NEW BRUNSWICK,NJ08901
20-5355252 501(C)(4) 45,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(41) ENVIRONMENT CALIFORNIA INC
3435 WILSHIRE BLVD STE 385
LOS ANGELES,CA90010
45-0493983 501(C)(4) 130,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(42) ENVIRONMENTAL DEFENSE ACTION FUND
1875 CONNECTICUT AVENUE NW SUITE
600
WASHINGTON,DC20009
90-0080500 501(C)(4) 100,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(43) ENVIRONMENTAL DEFENSE FUND INCORPORATED
257 PARK AVENUE SOUTH
NEW YORK,NY10010
11-6107128 501(C)(3) 20,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(44) ENVIRONMENTAL LEAGUE OF MASSACHUSETTS ACTION FUND
15 COURT SQUARE SUITE 1000
BOSTON,MA02108
04-2024004 501(C)(4) 50,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(45) FAITH IN PLACE ACTION FUND
955 HIGHLAND AVE
GLEN ELLYN CHICAGO,IL60137
36-4837466 501(C)(4) 50,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(46) FEDERATION OF STATE CONSERVATION VOTER LEAGUES INC
121 SANDOVAL STREET SUITE 200
SANTA FE,NM87501
20-0016255 501(C)(4) 30,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(47) FRESH ENERGY
408 ST PETER STREET SUITE 350
SAINT PAUL,MN55102
41-1735501 501(C)(3) 30,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(48) GOOD BUSINESS COLORADO ASSOCIATION
1420 NORTH OGDEN STREET SUITE G2
DENVER,CO80218
32-0599105 501(C)(6) 20,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(49) GREATER GREATER WASHINGTON
80 M STREET SE SUITE 100
WASHINGTON,DC20003
47-2738753 501(C)(4) 50,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(50) HEALTHIER COLORADO
303 E 17TH AVE 405
DENVER,CO80203
46-3981284 501(C)(4) 50,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(51) HEALTHY AIR AND WATER COLORADO ACTION
303 EAST 17TH AVENUE SUITE 405
DENVER,CO80203
84-4530716 501(C)(4) 10,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(52) ILLINOIS ENVIRONMENTAL COUNCIL
520 E CAPITOL
SPRINGFIELD,IL62701
37-0989990 501(C)(4) 492,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(53) INTERWEST ENERGY ALLIANCE
400 GOLD AVE SW SUITE 700
ALBUQUERQUE,NM87102
54-2084551 501(C)(6) 25,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(54) ISAIAH
2356 UNIVERSITY AVENUE W 405
ST PAUL,MN55114
41-1957358 501(C)(3) 10,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(55) JUST STRATEGIES
3518 S EDMUNDS STREET
SEATTLE,WA98118
82-5095846 501(C)(4) 100,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(56) KEYSTONE ENERGY EFFICIENCY ALLIANCE
614 S 4TH STREET 307
PHILADELPHIA,PA19147
90-0736571 501(C)(6) 30,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(57) LEAGUE OF CONSERVATION VOTERS INC
740 15TH ST NW SUITE 700
WASHINGTON,DC20005
52-1733698 501(C)(4) 182,000 0     GENERAL OPERATING SUPPORT, TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(58) LEGACY FOUNDATION ACTION FUND
600 FOURTH STREET SUITE 360
SIOUX CITY,IA51101
45-2711332 501(C)(4) 50,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(59) LOS ANGELES ALLIANCE FOR A NEW ECONOMY
424 LUCAS AVENUE
LOS ANGELES,CA90017
95-4459427 501(C)(3) 90,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(60) MARYLAND LEAGUE OF CONSERVATION VOTERS INC
30 WEST STREET SUITE C
ANNAPOLIS,MD21401
52-2122715 501(C)(4) 10,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(61) MDV SOLAR ENERGY INDUSTRY ASSOCIATION
PO BOX 181
WASHINGTON,DC20044
52-1373539 501(C)(6) 17,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(62) MI FAMILIA VOTA
3030 N CENTRAL AVENUE SUITE 900
PHOENIX,AZ85012
81-0668995 501(C)(4) 10,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(63) MICHIGAN CONSERVATIVE ENERGY FORUM ADVOCACY FUND
101 N WASHINGTON SQ SUITE 400A
LANSING,MI48933
82-3714116 501(C)(3) 25,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(64) MICHIGAN ENERGY INNOVATION BUSINESS COUNCIL
115 W ALLEGAN STREET SUITE 710
LANSING,MI48933
45-3631792 501(C)(6) 35,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(65) MICHIGAN ENVIRONMENTAL COUNCIL
602 W IONIA ST
LANSING,MI48933
38-2517980 501(C)(3) 25,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(66) MICHIGAN LEAGUE OF CONSERVATION VOTERS
3029 MILLER ROAD
ANN ARBOR,MI48103
38-3481677 501(C)(4) 50,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(67) MOUNTAIN MAMAS
321 E MAIN STREET SUITE 324
BOZEMAN,MT59715
83-2772033 501(C)(3) 10,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(68) NEVADA CONSERVATION LEAGUE
8540 S EASTERN AVE SUITE 200
LAS VEGAS,NV89123
88-0497866 501(C)(4) 120,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(69) NEW JERSEY LEAGUE OF CONSERVATION VOTERS
707 STATE ROAD SUITE 223
PRINCETON,NJ08540
27-2577440 501(C)(4) 100,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(70) NEW MEXICO WILD ACTION FUND
317 COMMERCIAL STREET NE SUITE 300
ALBUQUERQUE,NM87102
84-2827399 501(C)(4) 10,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(71) NORTH CAROLINA CONSERVATION NETWORK
234 FAYETTEVILLE STREET 5TH FLOOR
RALEIGH,NC27601
58-2504713 501(C)(3) 25,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(72) NORTH CAROLINA JUSTICE CENTER
224 SOUTH DAWSON STREET
RALEIGH,NC27601
56-1348186 501(C)(3) 33,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(73) NORTH CAROLINA LEAGUE OF CONSERVATION VOTERS INC
PO BOX 12671
RALEIGH,NC27605
56-0991894 501(C)(4) 75,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(74) NORTH CAROLINA SUSTAINABLE ENERGY ASSOCIATION
4800 SIX FORKS ROAD SUITE 300
RALEIGH,NC27609
58-1342588 501(C)(3) 10,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(75) OHIO CITIZEN ACTION
1511 BROOKPARK ROAD
CLEVELAND,OH44109
34-1208942 501(C)(4) 30,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(76) OHIO CONSERVATIVES FOR LAND AND ENERGY FREEDOM
81 S 4TH STREET SUITE 305
COLUMBUS,OH43215
83-4193327 501(C)(4) 18,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(77) OHIO ENVIRONMENTAL COUNCIL ACTION FUND INC
1145 CHESAPEAKE AVENUE SUITE I
COLUMBUS,OH43212
47-4903967 501(C)(4) 130,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(78) ONE APIA NEVADA
181 N ARROYO GRANDE BLVD SUITE B140
LAS VEGAS,NV89113
83-0846881 501(C)(4) 20,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(79) OREGON ENVIRONMENTAL COUNCIL
PO BOX 14822
PORTLAND,OR97293
93-0578714 501(C)(3) 7,500 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(80) PENNENVIRONMENT INC
634 WEST MAIN STREET SUITE 300
MADISON,WI53703
02-0611111   32,500 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(81) PENNSYLVANIA ENVIRONMENTAL COUNCIL INC
810 RIVER AVENUE SUITE 201
PITTSBURGH,PA15212
23-7286159 501(C)(3) 20,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(82) PENNSYLVANIA UNITED
841 CALIFORNIA AVENUE 3RD FLOOR
PITTSBURGH,PA15212
82-3674888 501(C)(4) 20,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(83) PLUG IN AMERICA
1270 S ALFRED STREET NO 351268
LOS ANGELES,CA90035
26-1799615 501(C)(3) 15,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(84) POWER ACTION FUND
1419 N 11TH STREET
PHILADELPHIA,PA19122
86-1492251 501(C)(4) 20,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(85) POWERPACORG
456 MONTGOMERY STREET SUITE 1350
SAN FRANCISCO,CA94104
65-1218474 501(C)(4) 30,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(86) PROGRESSNOW COLORADO
1536 WYNKOOP STREET SUITE 300
DENVER,CO80202
65-1244918 501(C)(4) 25,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(87) RENEW WISCONSIN INC
214 NORTH HAMILTON STREET SUITE 300
MADISON,WI53703
39-1702164 501(C)(3) 10,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(88) SAN FRANCISCO CHAMBER OF COMMERCE FOUNDATION
235 MONTGOMERY STREET 760
SAN FRANCISCO,CA94104
94-3114015 501(C)(3) 7,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(89) SIERRA CLUB - GRAND CANYON CHAPTER
514 W ROOSEVELT ST
PHOENIX,AZ85003
94-1153307 501(C)(4) 10,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(90) SIERRA CLUB - MARYLAND CHAPTER
PO BOX 278
RIVERDALE,MD20738
94-1153307 501(C)(4) 15,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(91) SIERRA CLUB
2101 WEBSTER STREET 1250
OAKLAND,CA94612
94-1153307 501(C)(4) 70,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(92) SIERRA CLUB LONE STAR CHAPTER
6406 N I-35 SUITE 1805
AUSTIN,TX78752
94-1153307 501(C)(4) 20,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(93) SIERRA CLUB PENNSYLVANIA CHAPTER
PO BOX 606
HARRISBURG,PA17108
94-1153307 501(C)(4) 135,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(94) SOLAR UNITED NEIGHBORS ACTION
1350 CONNECTICUT AVENUE NW SUITE
412
WASHINGTON,DC20036
86-2788934 501(C)(4) 55,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(95) SOUTH CAROLINA COASTAL CONSERVATION LEAGUE INC
131 SPRING
CHARLESTON,SC29403
57-0887278 501(C)(3) 25,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(96) SOUTHWEST ENERGY EFFICIENCY PROJECT LLC
2334 N BROADWAY
BOULDER,CO80304
84-1593046 501(C)(3) 60,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(97) TEXAS FREEDOM NETWORK
PO BOX 1624 AUSTIN
AUSTIN,TX78767
74-2736849 501(C)(4) 30,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(98) THE ADVANCED POWER ALLIANCE
PO BOX 28112
AUSTIN,TX78755
61-1429271 501(C)(6) 25,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(99) THE EVANGELICAL ENVIRONMENTAL NETWORK
24 EAST FRANKLIN STREET
NEW FREEDOM,PA17349
23-2827214 501(C)(3) 45,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(100) THE GRIDWISE ALLIANCE INC
1800 M STREET NW SUITE 400S
WASHINGTON,DC20036
26-0723041 501(C)(3) 50,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(101) TIDES ADVOCACY
1014 TORNEY AVENUE
SAN FRANCISCO,CA94139
46-1517800 501(C)(4) 195,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(102) TO NIZHONI ANI
PO BOX 483
KYKOTSMOVI,AZ86039
57-1153178 501(C)(3) 10,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(103) US GREEN BUILDING COUNCIL TEXAS CHAPTER
1801 ROYAL LANE SUITE 400
DALLAS,TX75229
06-1730795 501(C)(3) 20,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(104) VERDE
PO BOX 16850
PORTLAND,OR97292
20-3685723 501(C)(3) 10,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(105) VIRGINIA ORGANIZING INC
703 CONCORD AVENUE
CHARLOTTESVILLE,VA22903
54-1674992 501(C)(3) 70,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(106) WESTERN CONSERVATION ACTION
1675 LARIMER STREET 420
DENVER,CO80202
20-8091495 501(C)(4) 375,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(107) WESTERN LEADERS NETWORK
PO BOX 4433
DURANGO,CO81301
82-0625994 501(C)(3) 10,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(108) WESTERN ORGANIZATION OF RESOURCE COUNCILS
220 S 27TH ST SUITE B
BILLINGS,MT59101
45-0356819 501(C)(4) 139,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
(109) WESTERN RESOURCE ADVOCATES
2260 BASELINE ROAD SUITE 200
BOULDER,CO80302
84-1113831 501(C)(3) 20,000 0     TO SUPPORT CLEAN ENERGY POLICY ADVANCEMENT IN THE STATES.
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
39
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
73
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2021

Schedule I (Form 990) 2021
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: EAF GRANTEES SUBMIT INTERIM AND/OR NARRATIVE AND FINANCIAL REPORTS RELATED TO THE USE OF GRANT FUNDS.
Schedule I (Form 990) 2021



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
ENERGY ACTION FUND
 
Employer identification number

26-3390444
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1JASON MARK
VICE CHAIR
(i)

(ii)
484,743
-------------
0
0
-------------
0
0
-------------
0
41,458
-------------
0
7,918
-------------
0
534,119
-------------
0
0
-------------
0
2BRIAN STANLEY
COO, SECRETARY
(i)

(ii)
339,453
-------------
0
0
-------------
0
0
-------------
0
25,806
-------------
0
33,912
-------------
0
399,171
-------------
0
0
-------------
0
3RYAN WERDER
EAF EXECUTIVE DIRECTOR
(i)

(ii)
246,476
-------------
0
0
-------------
0
0
-------------
0
22,584
-------------
0
26,101
-------------
0
295,161
-------------
0
0
-------------
0
4EMILY ENDERLE
SENIOR REGIONAL DIRECTOR
(i)

(ii)
218,302
-------------
0
0
-------------
0
0
-------------
0
16,622
-------------
0
35,253
-------------
0
270,177
-------------
0
0
-------------
0
5JENNIFER BUMGARNER
SENIOR REGIONAL DIRECTOR
(i)

(ii)
212,292
-------------
0
0
-------------
0
0
-------------
0
18,333
-------------
0
39,516
-------------
0
270,141
-------------
0
0
-------------
0
6SHANNON RABORN
SENIOR REGIONAL DIRECTOR
(i)

(ii)
227,569
-------------
0
0
-------------
0
0
-------------
0
20,209
-------------
0
16,470
-------------
0
264,248
-------------
0
0
-------------
0
7TIAUNA GEORGE
SR. DIRECTOR OF GRANTS
(i)

(ii)
226,010
-------------
0
0
-------------
0
0
-------------
0
14,309
-------------
0
9,473
-------------
0
249,792
-------------
0
0
-------------
0
8ELIZABETH SHROFF
PROGRAM MANAGER
(i)

(ii)
158,786
-------------
0
0
-------------
0
0
-------------
0
14,088
-------------
0
26,449
-------------
0
199,323
-------------
0
0
-------------
0
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2021

Additional Data


Software ID:  
Software Version:  
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.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
ENERGY ACTION FUND
 
Employer identification number

26-3390444
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS REVIEWED BY THE ORGANIZATION'S OUTSIDE LEGAL COUNSEL AND A COPY WAS EMAILED TO ALL BOARD MEMBERS IN ADVANCE OF FILING. BOARD MEMBERS CAN POSE ANY QUESTIONS THEY MAY HAVE PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND OFFICERS ARE COVERED UNDER THE EAF CONFLICT OF INTEREST 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 EAF OR USEF. IT ALSO CHECKS WHETHER OR NOT THEY ARE A PARTICIPANT IN ANY ORGANIZATION THAT MAY HAVE AN INTEREST ADVERSE TO THE INTERESTS OF EAF OR USEF 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 C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). THE ORGANIZATION SENDS COPIES OF THE DOCUMENTS TO THE REQUESTING PARTY.
FORM 990, PART XI, LINE 9: RETURNED GRANTS 36,166.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID:  
Software Version: