Civic Intelligence

Calcef Catalyst

990EZ • Fiscal year 2013 • EIN 46-2102162

Feb 21, 2013 to Dec 31, 2013 • Filed on Oct 25, 2016

5 Third Street No 90094103

(415) 957-0167

Siviq Scores

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

Liabilities / Assets

98th percentile

2.32x

Higher debt load relative to assets than 98% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

100th percentile

24.68x

Higher debt load relative to revenue than 100% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

1st percentile

-1405%

Higher net margin than 1% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

$154,985

No earlier filing loaded for comparison.

Net Assets

-$204,865

No earlier filing loaded for comparison.

Liabilities

$359,850

No earlier filing loaded for comparison.

Revenue

$14,583

No earlier filing loaded for comparison.

Expenses

$219,448

No earlier filing loaded for comparison.

Net Income

-$204,865

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MAssets 2013: $154,985Liabilities 2013: $359,850Net Assets 2013: -$204,8652013Assets 2014: $427,164Liabilities 2014: $965,009Net Assets 2014: -$537,8452014Assets 2015: $693,016Liabilities 2015: $1,292,525Net Assets 2015: -$599,5092015Assets 2016: $688,390Liabilities 2016: $1,782,795Net Assets 2016: -$1,094,4052016Assets 2017: $62,310Liabilities 2017: $1,323,439Net Assets 2017: -$1,261,1292017Assets 2018: $73,110Liabilities 2018: $1,225,781Net Assets 2018: -$1,152,6712018Assets 2019: $78,272Liabilities 2019: $1,310,677Net Assets 2019: -$1,232,4052019Assets 2020: $292,844Liabilities 2020: $1,514,716Net Assets 2020: -$1,221,8722020Assets 2021: $345,300Liabilities 2021: $1,693,503Net Assets 2021: -$1,348,2032021Assets 2022: $247,065Liabilities 2022: $145,403Net Assets 2022: $101,6622022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2013

Assets$154,985
Liabilities$359,850
Net Assets-$204,865

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2013: $14,583Expenses 2013: $219,448Net Income 2013: -$204,8652013Revenue 2014: $252,167Expenses 2014: $585,147Net Income 2014: -$332,9802014Revenue 2015: $319,547Expenses 2015: $381,211Net Income 2015: -$61,6642015Revenue 2016: $205,438Expenses 2016: $700,334Net Income 2016: -$494,8962016Revenue 2017: $135,401Expenses 2017: $302,125Net Income 2017: -$166,7242017Revenue 2018: $248,959Expenses 2018: $140,501Net Income 2018: $108,4582018Revenue 2019: $136,074Expenses 2019: $215,808Net Income 2019: -$79,7342019Revenue 2020: $255,880Expenses 2020: $245,347Net Income 2020: $10,5332020Revenue 2021: $105,000Expenses 2021: $231,332Net Income 2021: -$126,3322021Revenue 2022: $1,687,125Expenses 2022: $237,260Net Income 2022: $1,449,8652022Revenue 2023: $136,000Expenses 2023: $137,958Net Income 2023: -$1,9582023

Highlighted filing

2013

Revenue$14,583
Expenses$219,448
Net Income-$204,865
Jump To
Filing Snapshot
Filing Period
Feb 21, 2013 to Dec 31, 2013
Signed
Oct 25, 2016
Return Version
2013v4.0
Gross Receipts
$14,583
Mission and Program Overview

Mission

To promote clean energy in california and develop private sector leadership in advancing clean energy solutions.

Program Services

DescriptionGrantsExpenses
CATALYST COMMENCED ON A NEW PROGRAM, CALCHARGE. CALCHARGE IS A PUBLIC-PRIVATE PARTNERSHIP THAT WAS INCORPORATED AS A LLC AND THE ONLY MEMBER IS CALCEF CATALYST. FORMATION DOCUMENTATION WAS DRAFTED BY OUR LEGAL TEAM AND SUBMITTED; AGREEMENTS WERE DRAFTED FOR MEMBERSHIP AND NATIONAL LABORATORY ACCESS; A CONSORTIUM WAS ASSEMBLED TO FORMULATE A BATTERY UNIVERSITY PROGRAM; SAN JOSE STATE UNIVERSITY BECAME THE FIRST UNIVERSITY TO OFFER AN ENGINEERING PROGRAM FOCUSED ON BATTERIES IN CALIFORNIA AND BECAME A PARTNER; A FORUM WITH THE UNION NECA/IBEW WAS HELD AND THEY BECAME A PARTNER IN THE PROGRAM; LAWRENCE BERKELEY NATIONAL LAB BECAME THE FIRST LAB PARTNER; A LAUNCH OF THE CALCHARGE PARTNERS WAS ANNOUNCED TO THE PRESS AND A BUS TOUR TO THE LAB AND PARTNER AGENCIES WAS HELD; AND, A CONVENING ON ADVANCED MANUFACTURING AND ENERGY STORAGE WAS HELD.$0$219,448
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF ANDERSONPresidentFT$67,600-$67,600
JULIE BLUNDENChairwoman-$0--
JOSHUA BAR-LEVVice Chairman-$0--
PATRICK VON BARGENSecretary/Treasurer-$0--
MICHEL GELOBTERDirector-$0--
MARK HARTNEYDirector-$0--
BERNIE KOTLIERDirector-$0--
BARBARA LLOYDDirector-$0--
VENKAT SRINIVASANDirector-$0--
TOM JACOBYDirector-$0--
ANDREW HSUDirector-$0--
Filing and Contact Details

Filer

EIN
46-2102162
Phone
4159570167

Signing Officer

Name
Danny Kennedy
Title
Executive Director
Phone
4159570167
Signed
2016-10-25
Discuss with paid preparer
Yes

Preparer

Preparer
Linda D Geery
Phone
9166466464
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: advertising. Amount: 44,546. Description: travel. Amount: 11,430. Description: info tech. Amount: 16,229. Description: conferences. Amount: 3,805. Description: office. Amount: 61. Description: misc.. Amount: 800. Total to form 990-ez, line 16: 76,871.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: due to calcef ventures. Beg. Of year amount: 0. End of year amount: 219,433. Description: deferred revenue. Beg. Of year amount: 0. End of year amount: 140,417.

Raw XML Appendix154 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/USAddress/City0SAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode094103
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1067600
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIE BLUNDEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICK VON BARGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHEL GELOBTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARK HARTNEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ANDREW HSU
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRWOMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt076871
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE CLEAN ENERGY IN CALIFORNIA AND DEVELOP PRIVATE SECTOR LEADERSHIP IN ADVANCING CLEAN ENERGY SOLUTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CATALYST COMMENCED ON A NEW PROGRAM, CALCHARGE. CALCHARGE IS A PUBLIC-PRIVATE PARTNERSHIP THAT WAS INCORPORATED AS A LLC AND THE ONLY MEMBER IS CALCEF CATALYST. FORMATION DOCUMENTATION WAS DRAFTED BY OUR LEGAL TEAM AND SUBMITTED; AGREEMENTS WERE DRAFTED FOR MEMBERSHIP AND NATIONAL LABORATORY ACCESS; A CONSORTIUM WAS ASSEMBLED TO FORMULATE A BATTERY UNIVERSITY PROGRAM; SAN JOSE STATE UNIVERSITY BECAME THE FIRST UNIVERSITY TO OFFER AN ENGINEERING PROGRAM FOCUSED ON BATTERIES IN CALIFORNIA AND BECAME A PARTNER; A FORUM WITH THE UNION NECA/IBEW WAS HELD AND THEY BECAME A PARTNER IN THE PROGRAM; LAWRENCE BERKELEY NATIONAL LAB BECAME THE FIRST LAB PARTNER; A LAUNCH OF THE CALCHARGE PARTNERS WAS ANNOUNCED TO THE PRESS AND A BUS TOUR TO THE LAB AND PARTNER AGENCIES WAS HELD; AND, A CONVENING ON ADVANCED MANUFACTURING AND ENERGY STORAGE WAS HELD.
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TotalRevenueAmt014583
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADVERTISING. AMOUNT: 44,546. DESCRIPTION: TRAVEL. AMOUNT: 11,430. DESCRIPTION: INFO TECH. AMOUNT: 16,229. DESCRIPTION: CONFERENCES. AMOUNT: 3,805. DESCRIPTION: OFFICE. AMOUNT: 61. DESCRIPTION: MISC.. AMOUNT: 800. TOTAL TO FORM 990-EZ, LINE 16: 76,871.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUE TO CALCEF VENTURES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 219,433. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 140,417.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANNY KENNEDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04159570167
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10CALCEF CATALYST
ReturnHeader/Filer/BusinessNameControlTxt0CALC
ReturnHeader/Filer/EIN0462102162
ReturnHeader/Filer/PhoneNum04159570167
ReturnHeader/Filer/USAddress/AddressLine105 THIRD STREET NO 900
ReturnHeader/Filer/USAddress/City0SAN FRANCISCO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680037990
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GILBERT ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102880 GATEWAY OAKS DR STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095833
ReturnHeader/PreparerPersonGrp/PhoneNum09166466464
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA D GEERY
ReturnHeader/ReturnTs02016-10-26T16:58:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-02-21
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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