Civic Intelligence

Consultative Group on Biological Diversity

990 • Fiscal year 2021 • EIN 13-3431076

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 14, 2022

PO Box 29361San Francisco, CA 94129

(415) 561-6575

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

50th percentile

0.07x

Higher debt load relative to assets than 50% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.12x

Higher debt load relative to revenue than 55% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

34th percentile

3.8%

Higher net margin than 34% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

92nd percentile

$230,374

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

33rd percentile

2.3%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

16th percentile

-15%

Faster revenue growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$3,025,485

Up $68,915 (+2.3%) from 2020

Net Assets

Up

$2,824,192

Up $63,029 (+2.3%) from 2020

Liabilities

Up

$201,293

Up $5,886 (+3.0%) from 2020

Revenue

Down

$1,640,597

Down $299,321 (-15%) from 2020

Expenses

Up

$1,577,568

Up $18,711 (+1.2%) from 2020

Net Income

Down

$63,029

Down $318,032 (-83%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $1,375,320Liabilities 2011: $56,982Net Assets 2011: $1,318,3382011Assets 2012: $1,509,636Liabilities 2012: $57,490Net Assets 2012: $1,452,1462012Assets 2013: $1,580,281Liabilities 2013: $85,991Net Assets 2013: $1,494,2902013Assets 2014: $1,863,104Liabilities 2014: $71,046Net Assets 2014: $1,792,0582014Assets 2015: $2,032,481Liabilities 2015: $92,767Net Assets 2015: $1,939,7142015Assets 2016: $2,232,904Liabilities 2016: $164,747Net Assets 2016: $2,068,1572016Assets 2017: $2,412,728Liabilities 2017: $129,214Net Assets 2017: $2,283,5142017Assets 2018: $2,367,017Liabilities 2018: $86,598Net Assets 2018: $2,280,4192018Assets 2019: $2,463,556Liabilities 2019: $163,454Net Assets 2019: $2,300,1022019Assets 2020: $2,956,570Liabilities 2020: $195,407Net Assets 2020: $2,761,1632020Assets 2021: $3,025,485Liabilities 2021: $201,293Net Assets 2021: $2,824,1922021Assets 2022: $3,032,920Liabilities 2022: $188,516Net Assets 2022: $2,844,4042022Assets 2023: $3,106,945Liabilities 2023: $291,252Net Assets 2023: $2,815,6932023Assets 2024: $4,166,122Liabilities 2024: $362,754Net Assets 2024: $3,803,3682024

Highlighted filing

2021

Assets$3,025,485
Liabilities$201,293
Net Assets$2,824,192

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,399,4262011Expenses 2012: $1,316,6012012Revenue 2013: $1,408,119Expenses 2013: $1,365,811Net Income 2013: $42,3082013Revenue 2014: $1,642,598Expenses 2014: $1,345,718Net Income 2014: $296,8802014Revenue 2015: $1,666,173Expenses 2015: $1,518,517Net Income 2015: $147,6562015Revenue 2016: $1,738,000Expenses 2016: $1,609,557Net Income 2016: $128,4432016Revenue 2017: $1,868,630Expenses 2017: $1,653,273Net Income 2017: $215,3572017Revenue 2018: $1,562,439Expenses 2018: $1,565,534Net Income 2018: -$3,0952018Revenue 2019: $1,816,857Expenses 2019: $1,797,174Net Income 2019: $19,6832019Revenue 2020: $1,939,918Expenses 2020: $1,558,857Net Income 2020: $381,0612020Revenue 2021: $1,640,597Expenses 2021: $1,577,568Net Income 2021: $63,0292021Revenue 2022: $2,114,648Expenses 2022: $2,094,436Net Income 2022: $20,2122022Revenue 2023: $2,545,092Expenses 2023: $2,573,803Net Income 2023: -$28,7112023Revenue 2024: $4,017,759Expenses 2024: $3,030,084Net Income 2024: $987,6752024

Highlighted filing

2021

Revenue$1,640,597
Expenses$1,577,568
Net Income$63,029
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 14, 2022
Return Version
2021v4.0
Gross Receipts
$1,640,597
Mission and Program Overview

Mission

Bfg vision: a just and healthy future for all life on earth, supported by a vibrant and effective philanthropic sector.(for continuation, see schedule o)bfg mission: to support and grow a community of biodiversity grantmakers that pursues complementary and collaborative strategies.bfg goals: we do this by:- sharing knowledge and strategies- building partnerships- identifying needs and emerging issues- creating a forum for leadership.

To support and grow a community of biodiversity grantmakers that pursues complementary and collaborative strategies towards a sustainable, just, and healthy future for all life on earth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,518,705$1,604,135▲ $85,430
Savings and Temporary Cash Investments$919,568$920,006▲ $438
Pledges and Grants Receivable$345,000$333,154▼ $11,846
Investments Other Securities$102,738$102,995▲ $257
Prepaid Expenses and Deferred Charges$55,305$52,624▼ $2,681
Land, Buildings, and Equipment, Net$12,635$9,952▼ $2,683
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,956,570$3,025,485▲ $68,915
Other Assets Total$2,619$2,619→ $0
Liabilities
Accounts Payable and Accrued Expenses$101,613$114,999▲ $13,386
Grants Payable$93,794$86,294▼ $7,500
Total Liabilities$195,407$201,293▲ $5,886
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,702,854$1,841,191▲ $138,337
Net Assets With Donor Restrictions$1,058,309$983,001▼ $75,308
Total Net Assets Fund Balance$2,761,163$2,824,192▲ $63,029
Total Liabilities and Net Assets / Fund Balance$2,956,570$3,025,485▲ $68,915

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,952$75,521$85,473
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judy HatcherExec DirectorFT$191,790$38,584$230,374
Paige BrownProgram DirectorFT$141,400$30,284$171,684
Albert Buixad FarrDirector Fin/OpFT$120,490$36,225$156,715
Lisa JaguznySr Program DirectorFT$89,409$13,096$102,505

Board Members and Trustees

NameTitle
Aileen LeePresident
Denise JoinesPrior President
Jennifer SokoloveVice President
Anji MoraesDirector
David FarrenDirector
Eric CoDirector
Lillian ChengDirector
Lisa MyersDirector
Renu MittalDirector
Sam PassmoreDirector
Danielle LevoitSecretary
Christy LoperTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,592,830
Program Service Revenue
$47,072
Investment Income
$695
Other Revenue
$0
All Other Contributions
$1,579,830
Change in Net Assets
$63,029

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,640,597
Total Revenue per Audited Statements
$1,640,597
Total Revenue per Form 990
$1,640,597
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,141,529
Other Expenses$429,490
Total Fundraising Expense$114,328
Grants and Similar Amounts Paid$6,549
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$472,273$18,405$5,919$496,597
Current Officers, Directors, Trustees, and Key Employees$233,364$163,141$93,089$489,594
Conferences and Meetings$123,241--$123,241
Occupancy$63,246$11,020$5,364$79,630
Payroll Taxes$53,906$9,899$5,560$69,365
Pension Plan Contributions$41,517$1,805$325$43,647
Other Employee Benefits$40,593$1,418$315$42,326
Information Technology$19,516$7,103$1,247$27,866
Fees for Services Accounting-$26,231-$26,231
Office Expenses$9,112$2,507$670$12,289
Travel$10,945$398-$11,343
Insurance$7,705$1,419$687$9,811
Other Expenses$4,278$2,655$266$7,199
Foreign Grants$6,549--$6,549
Depreciation Depletion$5,654$571$222$6,447
All Other Expenses-$1,652-$1,652
Fees for Services Legal-$175-$175
Total Functional Expenses$1,208,936$254,304$114,328$1,577,568

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,577,568
Total Expenses per Audited Statements$1,577,568
Total Expenses per Form 990$1,577,568
International Activity

International Summary

Employees
1
Spending
$69,536

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
South AmericaProgram Services in ChileSee Part V01$53,085
North AmericaProgram Services in MexicoSee Part V00$16,451
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

A designated representative of a member Foundation may vote for the Board of Directors via an annual election. The Board of Directors is comprised solely of member Foundation staff.

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is prepared by an outside tax professional. The form is then reviewed bythe organization's management. After a full review, the final version of the tax return is provided to all members of the organization's voting body. A representative of management approves the final return which is then e-filed with the department of the treasury.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Members of the board of directors review all potential conflicts of interest periodically. Management personnel and board members are required to disclose potential conflicts and any related party affiliations. The organization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Members of the board of directors review the compensation of the organization's personnel periodically in accordance with irs rules and regulations. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries. Every effort is made to ensure that the process is thorough and transparent in accordance with irs guidelines and the organization's policies and procedures. Final compensation adjustments are reviewed by the board.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Compensation of other individuals (including high-level personnel and highly compensated employees) is reviewed periodically by members of management. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries and all related benefits. All decisions are then documented in personnel files.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

All of the organization's governing documents, financial statements and other legal filings are maintained in a secure environment and held available for inspection by tax authorities and the general public. Tax returns are posted annually to www.guidestar.org (where they are available for viewing as electronic copies) and are also available by request from the organization's office.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Bfg publishes information about itself, its activities, and its members through its website: www.biodiversityfunders.org. Bfg also uploads information, including demographic data, to www.candid.org. (formerly www.guidestar.org)

Filing and Contact Details

Filer

Filer Name
Consultative Group on Biological
EIN
13-3431076
Phone
4155616575
Address
PO BOX 29361, SAN FRANCISCO, CA 94129

Signing Officer

Name
Judy Hatcher
Title
Exec Director
Phone
4155616575
Signed
2022-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judy Hatcher
Formed
1987
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
11

Preparer

Firm
Regalia & Associates Cpas
Address
103 TOWN COUNTRY DR STE K, DANVILLE, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: MEXICO CONSERVATION FUNDERS (MCF)MCF fosters a funding community committed to the conservation and resilience of ecosystems in Mexico, with a focus on coastal-marine biodiversity and natural systems, recognizing the critical linkages between land and sea, and the potential synergies among national and local level initiatives. OTHER PROGRAM SERVICES 5: CHILE CONSERVATION FUNDERS (CCF)CCF promotes and facilitates coordinated, strategic grant making among funders who support conservation work in Chile through their grant making.

Financial Statement Notes

Part X : FIN48 Footnote

Income TaxesThe organization is an exempt organization under section 501(c)(3) of the internal revenue code and 23701d of the State of California revenue and taxation code. however, the organization is subject to taxes on income, if any, that is unrelated to its exempt purpose. The organization has evaluated its current tax positions and has concluded that as of December 31, 2021 the organization does not have any significant uncertain tax positions for which a reserve would be necessary.

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IRS990/Form990PartVIISectionAGrp/PersonNm7Christy Loper
IRS990/Form990PartVIISectionAGrp/PersonNm8Danielle Levoit
IRS990/Form990PartVIISectionAGrp/PersonNm9Lillian Cheng
IRS990/Form990PartVIISectionAGrp/PersonNm10Eric Co
IRS990/Form990PartVIISectionAGrp/PersonNm11David Farren
IRS990/Form990PartVIISectionAGrp/PersonNm12Lisa Myers
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IRS990/Form990PartVIISectionAGrp/PersonNm15Sam Passmore
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IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Prior President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
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IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
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IRS990/ProgSrvcAccomActy2Grp/Desc0CLIMATE AND ENERGY FUNDERS GROUP (CEFG)CEFG is a network of foundations that support organizations working on climate and clean energy issues. its mission is to create a strong and effective funding community committed to combating climate change and building a just, global clean energy economy. The CEFG supports working groups on Midwest climate and clean energy funding. these groups meet through calls and in person (when safe to do so). a monthly news digest highlights subjects of interest to funders. an active program of webinars keeps funders current on issues.
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IRS990/ProgSrvcAccomActy3Grp/Desc0FUNDERS OF THE AMAZON BASIN (FAB)FAB is a learning group comprised of private, grantmaking foundations that share strategies and lessons learned in order to become more effective grantmakers in the Andes-Amazon region.
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.17$0.36$3.80$4.02$3.03$0.99
2023Detailed filing. Detailed filing data is available for this year.$3.11$0.29$2.82$2.55$2.57$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.19$2.84$2.11$2.09$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.03$0.20$2.82$1.64$1.58$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.20$2.76$1.94$1.56$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.16$2.30$1.82$1.80$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.37$0.09$2.28$1.56$1.57$0.00
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$0.13$2.28$1.87$1.65$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.16$2.07$1.74$1.61$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.09$1.94$1.67$1.52$0.15
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.86$0.07$1.79$1.64$1.35$0.30
2013Detailed filing. Detailed filing data is available for this year.$1.58$0.09$1.49$1.41$1.37$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.06$1.45$1.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.06$1.32$1.40