Civic Intelligence

Carbonplan

990 • Fiscal year 2020 • EIN 84-4378880

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 11, 2021

Organization Profilewww.carbonplan.org

View Organization Page

2443 Fillmore St Ste 308-6048San Francisco, CA 94115

(716) 465-5303

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.03x

Higher debt load relative to assets than 33% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

25th percentile

0.02x

Higher debt load relative to revenue than 25% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

69th percentile

$100,196

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets33rd percentile

Assets

$1,690,597

No earlier filing loaded for comparison.

Net Assets

$1,647,611

No earlier filing loaded for comparison.

Liabilities

$42,986

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin96th percentile

Revenue

$2,185,020

No earlier filing loaded for comparison.

Expenses

$537,409

No earlier filing loaded for comparison.

Net Income

$1,647,611

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2020: $1,690,597Liabilities 2020: $42,986Net Assets 2020: $1,647,6112020Assets 2021: $3,972,137Liabilities 2021: $48,506Net Assets 2021: $3,923,6312021Assets 2022: $4,061,147Liabilities 2022: $78,972Net Assets 2022: $3,982,1752022Assets 2023: $5,885,230Liabilities 2023: $251,143Net Assets 2023: $5,634,0872023Assets 2024: $5,963,782Liabilities 2024: $29,070Net Assets 2024: $5,934,7122024

Highlighted filing

2020

Assets$1,690,597
Liabilities$42,986
Net Assets$1,647,611
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Revenue 2020: $2,185,020Expenses 2020: $537,409Net Income 2020: $1,647,6112020Revenue 2021: $3,939,262Expenses 2021: $1,663,242Net Income 2021: $2,276,0202021Revenue 2022: $2,509,936Expenses 2022: $2,430,274Net Income 2022: $79,6622022Revenue 2023: $4,532,706Expenses 2023: $2,990,736Net Income 2023: $1,541,9702023Revenue 2024: $3,472,109Expenses 2024: $3,171,484Net Income 2024: $300,6252024

Highlighted filing

2020

Revenue$2,185,020
Expenses$537,409
Net Income$1,647,611
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 11, 2021
Return Version
2020v4.0
Gross Receipts
$2,185,020
Mission and Program Overview

Mission

Improving the transparency and scientific integrity of climate solutions through open data and tools.

We work collaboratively to build open tools and resources for the evaluation and deployment of robust climate programs. We share what we have learned through public communication and collaboration with journalists, and we help organizations in the public and private sector make better decisions to advance their climate goals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$1,346,401-
Pledges and Grants Receivable-$261,800-
Accounts Receivable-$75,000-
Prepaid Expenses and Deferred Charges-$7,396-
Savings and Temporary Cash Investments-$0-
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$0$1,690,597▲ $1,690,597
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$42,986-
Total Liabilities$0$42,986▲ $42,986
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$1,416,955-
Net Assets With Donor Restrictions-$230,656-
Total Net Assets Fund Balance$0$1,647,611▲ $1,647,611
Total Liabilities and Net Assets / Fund Balance$0$1,690,597▲ $1,690,597
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeremy FreemanExec Dir./Pres.FT$95,308$4,888$100,196

Board Members and Trustees

NameTitle
Zeke HausfatherDirector
Kelly GannonSec/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,030,020
Program Service Revenue
$155,000
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,030,020
Change in Net Assets
$1,647,611

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,185,020
Revenue Not Reported on Form 990
$50,000
Total Revenue per Audited Statements
$2,235,020
Total Revenue per Form 990
$2,185,020
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$347,930
Other Expenses$189,479
Total Fundraising Expense$62,483
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$172,284$15,420$30,708$218,412
Fees for Services Other$112,486$15,684-$128,170
Current Officers, Directors, Trustees, and Key Employees$50,098$25,050$25,050$100,198
Fees for Services Legal-$35,553-$35,553
Payroll Taxes$17,908$3,198$4,450$25,556
Information Technology$74$8,109$901$9,084
Office Expenses$2,414$4,826$805$8,045
Fees for Services Accounting-$7,125-$7,125
Pension Plan Contributions$2,894$313$418$3,625
Insurance$451$900$151$1,502
Other Employee Benefits$139--$139
Total Functional Expenses$358,748$116,178$62,483$537,409

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$587,409
Expenses per Audited Statements$537,409
Total Expenses per Form 990$537,409
Expenses Not Reported on Form 990$50,000
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 11B: Form 990 Review Process

“The draft 990 is initially reviewed by the Executive Director and Operations Manager and then shared with the board for final approval before filing with the IRS.”

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

“Annually require all board members to reassess and resign the conflict of interest policy.”

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

“Comparability data was procured by Adler & Colvin lawfirm, and provided to the board. The Executive Director reviewed the comparability data and submitted a salary recommendation to the board, and then recused himself while the board deliberated and approved an official salary for the ED.”

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

“Compensation for key employees [high-level directors] was decided to be equal to that of the Executive Director, so the data and deliberations for the Executive Director's salary were in effect replicated for the salary for key employees.”

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

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
CarbonPlan
EIN
84-4378880
Phone
7164655303
Address
2443 Fillmore St Ste 308-6048, San Francisco, CA 94115

Signing Officer

Name
Jeremy Freeman
Title
Exec Dir./President
Signed
2021-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeremy Freeman
Formed
2020
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
6
Volunteers
2

Preparer

Firm
Crosby & Kaneda CPAs LLP
Address
1970 Broadway STE 930, Oakland, CA 94612
Preparer
Felix Gorrindo
Phone
5108352727
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Internal Revenue Service and the California Franchise Tax Board have determined that the Organization is exempt from federal and state income taxes under IRC 501(c)(3) and California RTC 23701(d). The Organization has evaluated its current tax positions as of December 31, 2020 and is not aware of any significant uncertain tax positions for which a reserve would be necessary. The Organizations tax returns are generally subject to examination by federal and state taxing authorities for three and four years, respectively, after they are filed.”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Internal Revenue Service and the California Franchise Tax Board have determined that the Organization is exempt from federal and state income taxes under IRC 501(c)(3) and California RTC 23701(d). The Organization has evaluated its current tax positions as of December 31, 2020 and is not aware of any significant uncertain tax positions for which a reserve would be necessary. The Organizations tax returns are generally subject to examination by federal and state taxing authorities for three and four years, respectively, after they are filed.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalExpensesPerForm990Amt0537409
IRS990ScheduleD/TotalRevenuePerForm990Amt02185020
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02235020
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0587409
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The draft 990 is initially reviewed by the Executive Director and Operations Manager and then shared with the board for final approval before filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annually require all board members to reassess and resign the conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Comparability data was procured by Adler & Colvin lawfirm, and provided to the board. The Executive Director reviewed the comparability data and submitted a salary recommendation to the board, and then recused himself while the board deliberated and approved an official salary for the ED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation for key employees [high-level directors] was decided to be equal to that of the Executive Director, so the data and deliberations for the Executive Director's salary were in effect replicated for the salary for key employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt01690597
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt01690597
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02030020
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt062483
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0116178
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0358748
IRS990/TotalFunctionalExpensesGrp/TotalAmt0537409
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt042986
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt042986
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01647611
IRS990/TotalOtherCompensationAmt04888
IRS990/TotalProgramServiceExpensesAmt0358748
IRS990/TotalProgramServiceRevenueAmt0155000
IRS990/TotalReportableCompFromOrgAmt095308
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0155000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02185020
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01690597
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02443 Fillmore St Ste 308-6048
IRS990/USAddress/CityNm0San Francisco
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094115
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0www.carbonplan.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeremy Freeman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Exec Dir./President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CarbonPlan
ReturnHeader/Filer/BusinessNameControlTxt0CARB
ReturnHeader/Filer/EIN0844378880
ReturnHeader/Filer/PhoneNum07164655303
ReturnHeader/Filer/USAddress/AddressLine1Txt02443 Fillmore St Ste 308-6048
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094115
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Crosby & Kaneda CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01970 Broadway STE 930
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094612
ReturnHeader/PreparerPersonGrp/PhoneNum05108352727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Felix Gorrindo
ReturnHeader/ReturnTs02021-08-11T10:15:00-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jeremy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Freeman
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,690,597
Liabilities
$42,986
Net assets
$1,647,611
Revenue
$2,185,020
Expenses
$537,409
Net income
$1,647,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.96$0.03$5.93$3.47$3.17$0.30
2023Summary only. Only limited summary data is available for this year.$5.89$0.25$5.63$4.53$2.99$1.54
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$0.08$3.98$2.51$2.43$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.05$3.92$3.94$1.66$2.28
2020Detailed filing. Detailed filing data is available for this year.$1.69$0.04$1.65$2.19$0.54$1.65