Civic Intelligence

Consultative Group on Biological Diversity

990 • Fiscal year 2022 • EIN 13-3431076

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

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

0.06x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

51st percentile

0.09x

Higher debt load relative to revenue than 51% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

38th percentile

1.0%

Higher net margin than 38% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

92nd percentile

$233,617

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

47th percentile

0.2%

Faster asset growth than 47% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

73rd percentile

29%

Faster revenue growth than 73% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$3,032,920

Up $7,435 (+0.2%) from 2021

Net Assets

Up

$2,844,404

Up $20,212 (+0.7%) from 2021

Liabilities

Down

$188,516

Down $12,777 (-6.3%) from 2021

Revenue

Up

$2,114,648

Up $474,051 (+29%) from 2021

Expenses

Up

$2,094,436

Up $516,868 (+33%) from 2021

Net Income

Down

$20,212

Down $42,817 (-68%) from 2021

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

2022

Assets$3,032,920
Liabilities$188,516
Net Assets$2,844,404

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

2022

Revenue$2,114,648
Expenses$2,094,436
Net Income$20,212
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$2,114,648
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$1,604,135$1,463,611▼ $140,524
Savings and Temporary Cash Investments$920,006$922,487▲ $2,481
Pledges and Grants Receivable$333,154$481,804▲ $148,650
Investments Other Securities$102,995$103,252▲ $257
Prepaid Expenses and Deferred Charges$52,624$55,818▲ $3,194
Land, Buildings, and Equipment, Net$9,952$3,329▼ $6,623
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$3,025,485$3,032,920▲ $7,435
Other Assets Total$2,619$2,619→ $0
Liabilities
Accounts Payable and Accrued Expenses$114,999$126,472▲ $11,473
Grants Payable$86,294$62,044▼ $24,250
Total Liabilities$201,293$188,516▼ $12,777
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,841,191$1,684,703▼ $156,488
Net Assets With Donor Restrictions$983,001$1,159,701▲ $176,700
Total Net Assets Fund Balance$2,824,192$2,844,404▲ $20,212
Total Liabilities and Net Assets / Fund Balance$3,025,485$3,032,920▲ $7,435

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,329$79,971$83,300
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judy HatcherExec DirectorFT$193,647$39,970$233,617
Paige BrownProgram DirectorFT$141,126$31,270$172,396
Lisa JaguznySr Program DirectorFT$136,478$28,978$165,456
Albert Buixad FarrDirector Fin/OpFT$106,724$36,191$142,915

Board Members and Trustees

NameTitle
Aileen LeePresident
Jennifer SokoloveVice President
Anji MoraesDirector
David FarrenDirector
David SecordDirector
Eric CoDirector
Lillian ChengDirector
Lisa MyersDirector
Neelima ShahDirector
Renu MittalDirector
Troy EttelDirector
Danielle LevoitSecretary
Christy LoperTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,908,886
Program Service Revenue
$203,023
Investment Income
$2,739
Other Revenue
$0
All Other Contributions
$1,895,886
Change in Net Assets
$20,212

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,114,648
Total Revenue per Audited Statements
$2,114,648
Total Revenue per Form 990
$2,114,648
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,258,952
Other Expenses$835,484
Total Fundraising Expense$111,731
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$526,422$23,004$5,475$554,901
Current Officers, Directors, Trustees, and Key Employees$286,009$156,355$89,897$532,261
Conferences and Meetings$418,061--$418,061
Travel$104,958$3,728-$108,686
Occupancy$66,566$11,943$5,474$83,983
Payroll Taxes$58,733$10,235$5,261$74,229
Fees for Services Other$70,185$2,370-$72,555
Pension Plan Contributions$48,452$2,212$398$51,062
Other Employee Benefits$44,674$1,489$336$46,499
Information Technology$22,779$8,851$1,544$33,174
Fees for Services Accounting-$22,162-$22,162
Office Expenses$9,772$2,129$669$12,570
Insurance$8,765$1,472$666$10,903
Other Expenses$5,530$2,982$330$8,842
Depreciation Depletion$5,412$846$365$6,623
Fees for Services Legal$250$650-$900
All Other Expenses-$578-$578
Total Functional Expenses$1,707,671$275,034$111,731$2,094,436

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,094,436
Total Expenses per Audited Statements$2,094,436
Total Expenses per Form 990$2,094,436
International Activity

International Summary

Employees
3
Spending
$39,415

International Compliance

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
North AmericaProgram Services in MexicoSee Part V02$39,180
South AmericaProgram Services in ChileSee Part V01$235
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, Section A, Line 6

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, Section B, Line 11B

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, Section B, Line 12C

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, Section B, Line 15A

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, Section B, Line 15B

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, Section C, Line 18

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, Section C, Line 19

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
2023-11-13
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
10

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 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, 2022 the organization does not have any significant uncertain tax positions for which a reserve would be necessary.

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IRS990/Form990PartVIISectionAGrp/PersonNm11Lisa Myers
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Sr Program Dir
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director Fin/Op
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
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IRS990/OtherExpensesGrp/Desc3Miscellaneous
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IRS990/OtherExpensesGrp/FundraisingAmt1597
IRS990/OtherExpensesGrp/FundraisingAmt2330
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21227
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1350
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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0578099
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
2022Detailed filing. Detailed filing data is available for this year.$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