Civic Intelligence

Climate Access Inc.

990 • Fiscal year 2020 • EIN 82-0677662

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 13, 2021

PO Box 67303Scotts Valley, CA 95067

(917) 574-9871

Siviq Scores

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

Liabilities / Assets

80th percentile

0.20x

Higher debt load relative to assets than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.05x

Higher debt load relative to revenue than 71% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

63rd percentile

14%

Higher net margin than 63% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

95th percentile

310%

Faster asset growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

81%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$59,535

Up $45,009 (+310%) from 2019

Net Assets

Up

$47,893

Up $34,059 (+246%) from 2019

Liabilities

Up

$11,642

Up $10,950 (+1582%) from 2019

Revenue

Up

$240,814

Up $108,109 (+81%) from 2019

Expenses

Down

$206,755

Down $71,113 (-26%) from 2019

Net Income

Up

$34,059

Up $179,222 (+123%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2018: $188,807Liabilities 2018: $29,810Net Assets 2018: $158,9972018Assets 2019: $14,526Liabilities 2019: $692Net Assets 2019: $13,8342019Assets 2020: $59,535Liabilities 2020: $11,642Net Assets 2020: $47,8932020Assets 2021: $159,209Liabilities 2021: $1,294Net Assets 2021: $157,9152021Assets 2022: $207,042Liabilities 2022: $10,052Net Assets 2022: $196,9902022Assets 2023: $169,658Liabilities 2023: $9,236Net Assets 2023: $160,4222023Assets 2024: $29,491Liabilities 2024: $3,838Net Assets 2024: $25,6532024

Highlighted filing

2020

Assets$59,535
Liabilities$11,642
Net Assets$47,893

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2018: $214,312Expenses 2018: $55,315Net Income 2018: $158,9972018Revenue 2019: $132,705Expenses 2019: $277,868Net Income 2019: -$145,1632019Revenue 2020: $240,814Expenses 2020: $206,755Net Income 2020: $34,0592020Revenue 2021: $457,843Expenses 2021: $347,821Net Income 2021: $110,0222021Revenue 2022: $531,136Expenses 2022: $492,061Net Income 2022: $39,0752022Revenue 2023: $369,568Expenses 2023: $406,136Net Income 2023: -$36,5682023Revenue 2024: $212,954Expenses 2024: $347,723Net Income 2024: -$134,7692024

Highlighted filing

2020

Revenue$240,814
Expenses$206,755
Net Income$34,059
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 13, 2021
Return Version
2019v5.1
Gross Receipts
$240,814
Mission and Program Overview

Mission

Climate Access is a nonprofit organization building support for climate solutions through a learning network, piloting innovative engagement projects, and providing strategic consulting services.

Building support for equitable climate solutions

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$12,526$34,535▲ $22,009
Accounts Receivable$2,000$25,000▲ $23,000
Total Assets$14,526$59,535▲ $45,009
Liabilities
Unsecured Notes Loans Payable-$10,725-
Accounts Payable and Accrued Expenses$692$917▲ $225
Total Liabilities$692$11,642▲ $10,950
Net Assets / Fund Balance
Net Assets With Donor Restrictions$13,834$47,893▲ $34,059
Total Net Assets Fund Balance$13,834$47,893▲ $34,059
Total Liabilities and Net Assets / Fund Balance$14,526$59,535▲ $45,009
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nancy HirshbergPresident
Buck ParkerDirector
Diana Elaine Marszalek BekmyrzaDirector
Cara PikeSecreatry/Executive Director
Jack ChinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,757
Program Service Revenue
$223,872
Investment Income
$0
Other Revenue
$185
All Other Contributions
$16,757
Change in Net Assets
$34,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$144,838
Salaries, Compensation, and Employee Benefits$61,917
Total Fundraising Expense$9,175
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$97,275$710$9,175$107,160
Other Salaries and Wages$54,387$2,863-$57,250
Travel$8,285$2,168-$10,453
Information Technology$2,726$7,481-$10,207
Fees for Services Accounting-$8,818-$8,818
Payroll Taxes$4,434$233-$4,667
Insurance-$3,960-$3,960
Conferences and Meetings$535--$535
Fees for Services Legal-$495-$495
Office Expenses-$288-$288
Other Expenses$75$198-$198
Total Functional Expenses$167,717$29,863$9,175$206,755
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Cara PikeED of Climate Access and owner of Social Capital StrategiesThe organization pays Social Capital Strategies consulting feesNo$91,750
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
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
No
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 8B

Records are taken and kept by Climate Access staff and shared with Board members.

Form 990, Part VI, Section B, line 11B

A copy of the 990 is provided to the board members prior to filing.

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

Each covered person shall promptly and fully disclose all material facts of every actual or potential conflict of interest. Additionally, the Organization requires a conflict of interest questionnaire to be completed annually by all officers, directors, and members of commeetees of the Board of Directors.

Form 990, Part VI, Section B, line 15B

Discuss and vote during meetings with the board of directors.

Form 990, Part VI, Section C, line 19

Governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Climate Access Inc
EIN
82-0677662
Phone
9175749871
Address
PO Box 67303, Scotts Valley, CA 95067

Signing Officer

Name
Cara Pike
Title
Executive Director
Phone
9175749871
Signed
2021-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cara Pike
Formed
2017
Legal Domicile
De
Voting Board Members
5
Independent Board Members
4
Employees
2
Volunteers
15

Preparer

Firm
Cca Llp
Address
2300 Contra Costa Blvd, Pleasant Hill, CA 94523
Preparer
Cca Llp
Phone
9256852911
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

Consulting: Program service expenses 97,275. Management and general expenses 0. Fundraising expenses 9,175. Total expenses 106,450. Payroll Processing Fees: Program service expenses 0. Management and general expenses 710. Fundraising expenses 0. Total expenses 710.

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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0ED of Climate Access and owner of Social Capital Strategies
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0The organization pays Social Capital Strategies consulting fees
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0Cara Pike is the current executive director of Climate Access and the owner of Social Capital Strategies Inc. The corporation provides climate-related consulting services. The compensation is reviewed by the Board annually. Cara Pike is excluded from board votes related to this compensation.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L Part IV
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Records are taken and kept by Climate Access staff and shared with Board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of the 990 is provided to the board members prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Each covered person shall promptly and fully disclose all material facts of every actual or potential conflict of interest. Additionally, the Organization requires a conflict of interest questionnaire to be completed annually by all officers, directors, and members of commeetees of the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Discuss and vote during meetings with the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Governing documents, conflict of interest policy and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Consulting: Program service expenses 97,275. Management and general expenses 0. Fundraising expenses 9,175. Total expenses 106,450. Payroll Processing Fees: Program service expenses 0. Management and general expenses 710. Fundraising expenses 0. Total expenses 710.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, line 11g
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0167717
IRS990/TotalFunctionalExpensesGrp/TotalAmt0206755
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0692
IRS990/TotalLiabilitiesEOYAmt011642
IRS990/TotalLiabilitiesGrp/BOYAmt0692
IRS990/TotalLiabilitiesGrp/EOYAmt011642
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013834
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt047893
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0167717
IRS990/TotalProgramServiceRevenueAmt0223872
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0185
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0223872
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0240814
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014526
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt059535
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02168
IRS990/TravelGrp/ProgramServicesAmt08285
IRS990/TravelGrp/TotalAmt010453
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt010725
IRS990/USAddress/AddressLine1Txt0PO Box 67303
IRS990/USAddress/CityNm0Scotts Valley
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095067
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0https://climateaccess.org/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Cara Pike
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09175749871
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Climate Access Inc
ReturnHeader/Filer/BusinessNameControlTxt0CLIM
ReturnHeader/Filer/EIN0820677662
ReturnHeader/Filer/PhoneNum09175749871
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 67303
ReturnHeader/Filer/USAddress/CityNm0Scotts Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095067
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454060696
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CCA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02300 Contra Costa Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pleasant Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094523
ReturnHeader/PreparerPersonGrp/PhoneNum09256852911
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CCA LLP
ReturnHeader/ReturnTs02021-01-13T14:55:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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