Civic Intelligence

Climate Equity Action Fund

990 • Fiscal year 2023 • EIN 88-3587010

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization ProfileWWW.THEEQUITYFUND.ORG
1100 13th St NW 800Washington, DC 20005

(202) 595-1061

Siviq Scores

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

Liabilities / Assets

84th percentile

0.23x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

0.22x

Higher debt load relative to revenue than 84% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

97th percentile

75%

Higher net margin than 97% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets84th percentile

Assets

$223,150

No earlier filing loaded for comparison.

Net Assets

$171,787

No earlier filing loaded for comparison.

Liabilities

$51,363

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin97th percentile

Revenue

$230,000

No earlier filing loaded for comparison.

Expenses

$58,213

No earlier filing loaded for comparison.

Net Income

$171,787

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 2023: $223,150Liabilities 2023: $51,363Net Assets 2023: $171,7872023Assets 2024: $4,316,567Liabilities 2024: $2,913,515Net Assets 2024: $1,403,0522024

Highlighted filing

2023

Assets$223,150
Liabilities$51,363
Net Assets$171,787
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0Revenue 2023: $230,000Expenses 2023: $58,213Net Income 2023: $171,7872023Revenue 2024: $11,593,121Expenses 2024: $10,361,856Net Income 2024: $1,231,2652024

Highlighted filing

2023

Revenue$230,000
Expenses$58,213
Net Income$171,787
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$230,000
Mission and Program Overview

Mission

The climate equity action fund (ceaf) works hand-in-hand with community-based partners in critical states across the country to secure and sustain policy wins for climate and clean energy. Building on over a decade of trust with leading independent advocacy organizations in each state, we deploy strategic grants and technical assistance to build a broad and diverse base of support that achieves results. The equity action fund also selectively helps elect clean energy champions to public office.

Build the political power of community-based organizations to elect climate champions and secure policy wins.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$0$223,150▲ $223,150
Total Assets$0$223,150▲ $223,150
Liabilities
Other Liabilities$0$45,538▲ $45,538
Accounts Payable and Accrued Expenses$0$5,825▲ $5,825
Total Liabilities$0$51,363▲ $51,363
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$0$100,000▲ $100,000
Net Assets With Donor Restrictions$0$71,787▲ $71,787
Total Net Assets Fund Balance$0$171,787▲ $171,787
Total Liabilities and Net Assets / Fund Balance$0$223,150▲ $223,150
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Roger KimPresident
Sarah ChristiansenSecretary
Julie FernandesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$230,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$230,000
Change in Net Assets
$171,787

Audited Revenue Reconciliation

Revenue per Audited Statements
$230,000
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$230,000
Total Revenue per Form 990
$230,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,213
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$5,406$35,760-$41,166
Fees for Services Accounting-$11,250-$11,250
Office Expenses$974$943-$1,917
Other Expenses$320$310-$630
Travel$3$2-$5
Occupancy$1$2-$3
Total Functional Expenses$7,331$50,882$0$58,213

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$58,213
Total Expenses per Audited Statements$58,213
Total Expenses per Form 990$58,213
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$45,538
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
No
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 A, Line 8B

“There are no committees authorized to act on behalf of the governing body.”

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

“The federal form 990 is provided for review to the full board to be approved in writing before filing with the internal revenue service.”

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

“All employees will be required to complete annual conflict-of-interest disclosure forms, detailing any personal, financial, or professional relationships that may present a conflict. Ceaf will provide a confidential reporting mechanism for individuals to report suspected violations of the conflict-of-interest policy without fear of retaliation. In the event of a violation, ceaf will follow established procedures for investigation and enforcement. Consequences may include disciplinary action or other measures deemed appropriate. Ceaf aims to foster a culture of transparency and accountability while effectively managing conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The federal form 990, governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Climate Equity Action Fund
EIN
88-3587010
Phone
2025951061
Address
1100 13TH ST NW 800, WASHINGTON, DC 20005

Signing Officer

Name
Brady Walkinshaw
Title
Senior Director
Phone
2025951061
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brady Walkinshaw
Formed
2022
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Cbiz Advisors LLC
Address
1899 L STREET NW 850, WASHINGTON, DC 20036
Preparer
Aaron M Fox
Phone
2022274000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting fees: program service expenses 5,406. Management and general expenses 35,760. Fundraising expenses 0. Total expenses 41,166.”

Financial Statement Notes

PART X, LINE 2:

“For the year ended december 31, 2023, the action fund has documented its consideration of fasb asc 740-10, income taxes, that provides guidance for reporting uncertainty in income taxes and has determined that no material uncertain tax positions qualify for either recognition or disclosure in the financial statements.”

Raw XML Appendix295 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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IRS990/MissionDesc0THE CLIMATE EQUITY ACTION FUND PROVIDES STRATEGIC GRANTS, CAPACITY BUILDING, TECHNICAL ASSISTANCE AND DONOR ADVISING TO DRIVE INVESTMENTS IN A PROVEN MODEL FOR DRIVING MULTI-RACIAL VOTER SUPPORT TO ELECT CLIMATE CHAMPIONS AND SECURE POLICY WINS FOR CLIMATE ACTION AND CLEAN ENERGY BY INCREASING THE VOTE SHARE, POLITICAL POWER AND POLICY RESPONSIVENESS TO BLACK, INDIGENOUS, LATINX, AAPI, IMMIGRANT, AND LOW-WEALTH MULTIRACIAL COMMUNITIES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FEDERAL FORM 990 IS PROVIDED FOR REVIEW TO THE FULL BOARD TO BE APPROVED IN WRITING BEFORE FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL EMPLOYEES WILL BE REQUIRED TO COMPLETE ANNUAL CONFLICT-OF-INTEREST DISCLOSURE FORMS, DETAILING ANY PERSONAL, FINANCIAL, OR PROFESSIONAL RELATIONSHIPS THAT MAY PRESENT A CONFLICT. CEAF WILL PROVIDE A CONFIDENTIAL REPORTING MECHANISM FOR INDIVIDUALS TO REPORT SUSPECTED VIOLATIONS OF THE CONFLICT-OF-INTEREST POLICY WITHOUT FEAR OF RETALIATION. IN THE EVENT OF A VIOLATION, CEAF WILL FOLLOW ESTABLISHED PROCEDURES FOR INVESTIGATION AND ENFORCEMENT. CONSEQUENCES MAY INCLUDE DISCIPLINARY ACTION OR OTHER MEASURES DEEMED APPROPRIATE. CEAF AIMS TO FOSTER A CULTURE OF TRANSPARENCY AND ACCOUNTABILITY WHILE EFFECTIVELY MANAGING CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FEDERAL FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTING FEES: PROGRAM SERVICE EXPENSES 5,406. MANAGEMENT AND GENERAL EXPENSES 35,760. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,166.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
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ReturnHeader/Filer/EIN0883587010
ReturnHeader/Filer/PhoneNum02025951061
ReturnHeader/Filer/USAddress/AddressLine1Txt01100 13TH ST NW 800
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020005
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881478669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01899 L STREET NW 850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020036
ReturnHeader/PreparerPersonGrp/PhoneNum02022274000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AARON M FOX
ReturnHeader/ReturnTs02024-11-14T18:19:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,150
Liabilities
$51,363
Net assets
$171,787
Revenue
$230,000
Expenses
$58,213
Net income
$171,787
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.32$2.91$1.40$11.6$10.4$1.23
2023Detailed filing. Detailed filing data is available for this year.$0.22$0.05$0.17$0.23$0.06$0.17