Epic Institute
Nonprofit profile at a glance
- EIN
- 833989717
- IRS 990-EZ coverage
- 2019–2024
- Forms available
- Form 990 2023, Form 990-EZ 2024
- Location
- Piedmont, CA, USA
- Phone
- 5107171647
- Rating
- 82
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Research Institutes and/or Public Policy Analysis
Reported finances
- Revenue
- $21
- Expenses
- $34,688
- Assets
- $14,690
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- Thomas L Dinwoodie (CEO & Director)
- Danny Kennedy (President & Dir)
People named in this filing
- Thomas L Dinwoodie (CEO & Director)
- Nick Adams (Treasurer & Sec)
- Daniel Rosen (Director)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Epic's mission is to identify, accelerate and monitor the most promising climate solutions globally. Epic will monitor global data streams to track and assess climate solutions progress, while curating working/learning/convening spaces to openly serve as a global resource for accelerating these solutions.
What it reported doing in 2024
Working with the Rocky Mountain Institute and The Nature Conservancy, Epic Institute is developing tools to explore decarbonization pathways focused on a minimum set of proven actions currently scaling globally.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 94
- Transparency & Controls: 82
- Sustainability: 14
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 84.1%; rating input score 84
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -165,081%; rating input score 0; 0th percentile among comparable filings
- Total-asset coverage ratio: 0.42; rating input score 26; 26th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -22.8% per year; rating input score 0; 16th percentile among comparable filings
- Revenue growth: -2.5% per year; rating input score 0; 42nd percentile among comparable filings
- Asset growth: 12.5% per year; rating input score 100; 77th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 84.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $29K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Filing history: 2 filing years from 2019 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 0/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 26/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.