Civic Intelligence

Acterra Action for a Healthy Planet

EIN 23-7064937 • 501(c)3 • Palo Alto, CA

Profile

To bring people together to create local solutions for a healthy planet.

3921 E Bayshore Blvd 210Palo Alto, CA 94303

www.acterra.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.16x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.11x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

23rd percentile

-9.3%

Higher net margin than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$179,767

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

25th percentile

-4.5%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-8.0%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,420,772

Down $517,622 (-27%) from 2022

Liabilities

Up

$223,260

Up $86,569 (+63%) from 2022

Net Assets

Down

$1,197,512

Down $604,191 (-34%) from 2022

Revenue

Down

$2,030,409

Down $36,675 (-1.8%) from 2022

Expenses

Up

$2,219,485

Up $381,442 (+21%) from 2022

Net Income

Down

-$189,076

Down $418,117 (-183%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2015: $1,193,002Liabilities 2015: $70,330Net Assets 2015: $1,122,6722015Assets 2016: $1,242,108Liabilities 2016: $68,956Net Assets 2016: $1,173,1522016Assets 2017: $1,244,377Liabilities 2017: $74,846Net Assets 2017: $1,169,5312017Assets 2018: $1,340,658Liabilities 2018: $82,477Net Assets 2018: $1,258,1812018Assets 2020: $1,148,736Liabilities 2020: $305,984Net Assets 2020: $842,7522020Assets 2021: $1,836,744Liabilities 2021: $311,270Net Assets 2021: $1,525,4742021Assets 2022: $1,938,394Liabilities 2022: $136,691Net Assets 2022: $1,801,7032022Assets 2024: $1,420,772Liabilities 2024: $223,260Net Assets 2024: $1,197,5122024

Highlighted filing

2024

Assets$1,420,772
Liabilities$223,260
Net Assets$1,197,512

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $1,818,789Expenses 2015: $1,657,630Net Income 2015: $161,1592015Revenue 2016: $1,786,995Expenses 2016: $1,727,536Net Income 2016: $59,4592016Revenue 2017: $1,795,667Expenses 2017: $1,828,322Net Income 2017: -$32,6552017Revenue 2018: $2,095,445Expenses 2018: $1,994,230Net Income 2018: $101,2152018Revenue 2020: $885,536Expenses 2020: $901,089Net Income 2020: -$15,5532020Revenue 2021: $1,645,889Expenses 2021: $1,075,996Net Income 2021: $569,8932021Revenue 2022: $2,067,084Expenses 2022: $1,838,043Net Income 2022: $229,0412022Revenue 2024: $2,030,409Expenses 2024: $2,219,485Net Income 2024: -$189,0762024

Highlighted filing

2024

Revenue$2,030,409
Expenses$2,219,485
Net Income-$189,076

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 26, 2025
Return Version
2023v6.0
Gross Receipts
$2,047,726
Mission and Program Overview

Mission

To bring people together to create local solutions for a healthy planet.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$457,466$549,535▲ $92,069
Cash and Non-Interest-Bearing Accounts$146,534$403,452▲ $256,918
Savings and Temporary Cash Investments$320,998$0▼ $320,998
Accounts Receivable$234,355$281,935▲ $47,580
Pledges and Grants Receivable$325,000$165,000▼ $160,000
Prepaid Expenses and Deferred Charges$2,993$20,850▲ $17,857
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,487,346$1,420,772▼ $66,574
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$94,884$176,475▲ $81,591
Deferred Revenue$32,610$36,000▲ $3,390
Other Liabilities-$10,785-
Total Liabilities$127,494$223,260▲ $95,766
Net Assets / Fund Balance
Net Assets With Donor Restrictions$888,469$743,474▼ $144,995
Net Assets Without Donor Restrictions$471,383$454,038▼ $17,345
Total Net Assets Fund Balance$1,359,852$1,197,512▼ $162,340
Total Liabilities and Net Assets / Fund Balance$1,487,346$1,420,772▼ $66,574

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$457,466-▲ $34,069$21,288$470,247
2022$447,041-▲ $35,360$24,935$457,466
2021$549,810-▼ $78,419$24,350$447,041
2020$491,472-▲ $85,198$26,860$549,810
2019$499,542-▲ $25,050$33,120$491,472
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren WestonExecutive DirectorFT$143,449$36,318$179,767

Board Members and Trustees

NameTitle
Katie ExcoffierPresident
Laura TekslerPresident-Elect
Jonathan TaylorVice President
Ajay ChawlaBoard Member
Bill WeihlBoard Member
Eddie ChaBoard Member
Hitesh SonejiBoard Member
Jiadong ChenBoard Member
Josh ScheinBoard Member
Josue RamirezBoard Member
KJ JanowskiBoard Member
Maria SaltzBoard Member
Mohan GurunathnBoard Member
Nancy GroveBoard Member
Nishank KanungoBoard Member
Phillip BrosterhousBoard Member
Rex NorthenBoard Member
Geoff NichollsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,936,300
Program Service Revenue
$81,810
Investment Income
$7,333
Other Revenue
$4,966
All Other Contributions
$688,948
Change in Net Assets
$-189,076

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,030,409
Revenue Not Reported on Form 990
$105,668
Total Revenue per Audited Statements
$2,136,077
Total Revenue per Form 990
$2,030,409
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,175,079
Other Expenses$643,073
Grants and Similar Amounts Paid$401,333
Total Fundraising Expense$192,656
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$554,178$187,013$97,636$838,827
Grants to Domestic Orgs$401,333--$401,333
Fees for Services Other$276,076$74,193$7,304$357,573
Current Officers, Directors, Trustees, and Key Employees$108,137$18,023$54,068$180,228
Conferences and Meetings$169,143$7,110$3,272$179,525
Payroll Taxes$58,809$13,685$9,053$81,547
Other Employee Benefits$63,447$5,249$5,781$74,477
Office Expenses$15,925$19,526$6,301$41,752
Information Technology$3,791$17,973$5,910$27,674
Advertising$13,249$2,635$1,334$17,218
Occupancy$8,058$2,211$1,140$11,409
Insurance$5,504$1,561$857$7,922
Total Functional Expenses$1,677,650$349,179$192,656$2,219,485

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,298,417
Expenses per Audited Statements$2,219,485
Total Expenses per Form 990$2,219,485
Expenses Not Reported on Form 990$78,932
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$17,317
Fundraising Gross Income$15,290
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Promise to Our Planet$15,290$15,290$7,158$8,132
Total Events$15,290$15,290$17,317$-2,027
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advances$10,785
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
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 B, Line 11B

The Board of Directors reviews the 990 and any questions are answered before filing.

Form 990, Part VI, Section B, Line 12C

The organization regularly and consistently monitors and enforces compliance with its policy by holding periodic Board meetings.

Form 990, Part VI, Section B, Line 15A

The Board of Directors review the Executive Director by taking into consideration KPIs and staff feedback. Compensation is weighed using survey data gathered from Northern California Nonprofits. No other Officers or Key Employees exist in organization.

Form 990, Part VI, Section C, Line 19

The governing board provides its governing documents, conflict of interest policy, and financial statements to anyone making a reasonable request. Furthermore, the California Attorney General maintains a publicly viewable website with scanned copies of the organization's 990 information returns.

Filing and Contact Details

Filer

Filer Name
Acterra Action for a Healthy Planet
EIN
23-7064937
Phone
6509629876
Address
3921 E Bayshore Blvd 210, Palo Alto, CA 94303

Signing Officer

Name
Lauren Weston
Title
Executive Director
Signed
2025-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauren Weston
Formed
1970
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
30
Volunteers
218

Preparer

Firm
Shining Star Consulting LLC
Address
1831 Solano Ave Unit 8058, Berkeley, CA 94707
Preparer
Suzanne Pon
Phone
5109996712
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

OTHER PROGRAM SERVICES 4: The Organization's advocacy work is a more inclusive and community-centered climate action movement that creates systemic change toward sustainable and equitable practices and policies for the benefit of all. The Organization brings together individuals, communities and organizations to create a powerful collective voice that advocates for change focusing on actively involving communities that have been historically excluded or unheard. By implementing base building strategies in the programming ensures that these communities unique experiences, needs and challenges are central in the agenda and decision-making processes. OTHER PROGRAM SERVICES 5: Sponsored Programs: Climate Resilient Communities: The mission of Climate Resilient Communities is anchoring communities in resiliency, empowering community action, and building community-led solutions for climate change. The program is dedicated to lifting the Peninsula's underrepresented communities and centering and unifying local voice. Bioma: The Bioma Project is a nonprofit organization aimed to change how environmental education is taught by providing hands-on interactive lessons plans to students. The Organization makes sure its curriculums are based around real world applications and projects and are localized for students. The Organization makes use of a variety of new technologies such as Virtual Reality and aquaculture labs, to enhance the learning experience for students. The Bay Area Climate Adaptation Network (BayCAN) is a collaborative network of local government staff and partnering organizations working to help the Bay Area region to respond effectively and equitably to the impacts of climate change. Developed by local government, for local government and the communities they serve, BayCAN focuses on adaptation challenges in water supply, sea level rise, wastewater and stormwater management, wildfires, ecosystems, and public health. We collaborate with current initiatives in these sectors to maximize impact and build on existing knowledge.

Financial Statement Notes

Part X : FIN48 Footnote

The Organization is a not-for-profit organization that is exempt from federal income tax on income under Section 501(c)(3) of the Internal Revenue Code and from state franchise tax under California Revenue and Taxation Code Section 23701 (d). However, income from activities not directly related to its tax-exempt purpose is subject to taxation as unrelated business income. There was no tax on unrelated business income for year ended June 30, 2024. The Organization has evaluated its current tax positions and has concluded that as of June 30, 2024, the Organization does not have any significant tax positions for which a provision would be necessary.

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Fundraising exp shown net of revenue $17317

Part XII, Line 2D: Other expenses and losses per audited F/S

Fundraising exp shown net of revenue $17317

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IRS990/ProgSrvcAccomActy2Grp/Desc0Sponsored Programs: Climate Resilient Communities: The mission of Climate Resilient Communities is anchoring communities in resiliency, empowering community action, and building community-led solutions for climate change. The program is dedicated to lifting the Peninsula's underrepresented communities and centering and unifying local voice. Bioma: The Bioma Project is a nonprofit organization aimed to change how environmental education is taught by providing hands-on interactive lessons plans to students. The Organization makes sure its curriculums are based around real world applications and projects and are localized for students. The Organization makes use of a variety of new technologies such as Virtual Reality and aquaculture labs, to enhance the learning experience for students. The Bay Area Climate Adaptation Network (BayCAN) is a collaborative network of local government staff and partnering organizations working to help the Bay Area region to respond effectively and equitably to the impacts of climate change. Developed by local government, for local government and the communities they serve, BayCAN focuses on adaptation challenges in water supply, sea level rise, wastewater and stormwater management, wildfires, ecosystems, and public health. We collaborate with current initiatives in these sectors to maximize impact and build on existing knowledge.
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IRS990/ProgSrvcAccomActy3Grp/Desc0A key goal is to compel the wider public to recognize the urgency of the climate crisis and to increase people's willingness to take appropriate actions. The Organization's main tool for encouraging behavior change is education. The Organization Education Program includes the Public Lecture Series, which invites leading voices from academia, business, and policy to discuss global change issues; and the You(th) Be the Change climate-based education and leadership program.
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