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CLIMATE AND CLEAN ENERGY EQUITY FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CLIMATE AND CLEAN ENERGY EQUITY FUND (EIN 87-4680230)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202413199349316641
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T18:14:16-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN881478669PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11899 L STREET NW 850AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN874680230EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLIMATE AND CLEAN ENERGY EQUITY FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCLIMBusinessNameControlTxt
Phone2025951061PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 13TH ST NW 800AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRADY WALKINSHAWPersonNm
Person TitleSENIOR DIRECTORPersonTitleTxt
Phone2025951061PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAARON M FOXPreparerPersonNm
PTINP01365820PTIN
Phone2022274000PhoneNum
Preparation2024-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Principal OfficerBRADY WALKINSHAWPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 13TH ST NW 800AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$39,078,325GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://WWW.THEEQUITYFUND.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2022FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionBUILD A POWERFULLY DIVERSE MOVEMENT ADVANCING EQUITABLE CLIMATE ACTION AND CLEAN ENERGY.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$38,957,554CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$120,771CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
CY Total Revenue$39,078,325CYTotalRevenueAmt
CY Grants And Similar Paid$300CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
CY Other Expenses$834,071CYOtherExpensesAmt
CY Total Expenses$834,371CYTotalExpensesAmt
CY Revenues Less Expenses$38,243,954CYRevenuesLessExpensesAmt
Total Assets EOY$38,724,325TotalAssetsEOYAmt
Total Liabilities EOY$480,371TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances EOY$38,243,954NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROVIDE STRATEGIC GRANTS, CAPACITY BUILDING, DONOR ADVISING AND TECHNICAL ASSISTANCE THAT SCALES INVESTMENTS IN A PROVEN MODEL FOR SECURING CLIMATE ACTION THAT ADVANCES ECONOMIC, RACIAL, AND GENDER EQUITY, THROUGH COMMUNITY-SUPPORTED SOLUTIONS. WE DO THIS BY SUPPORTING STATE-BASED MOVEMENT-BUILDING INFRASTRUCTURE TO ADVANCE STRUCTURAL POLICY CHANGE, TRANSFORM PUBLIC NARRATIVES, AND CHANGE THE BEHAVIOR OF DECISION-MAKERS IN ORDER TO ADVANCE COMMUNITY-DRIVE PRIORITIES FOR CLIMATE ACTION THAT DELIVERS EQUITABLE ECONOMIC OPPORTUNITIES, ADDRESSES DISPARITIES IN HEALTH, HOUSING AND JOB QUALITY, SHIFTS PUBLIC NARRATIVES AND INCREASES POLICY RESPONSIVENESS TO BLACK, INDIGENOUS, LATINX, AAPI, IMMIGRANT, AND LOW-WEALTH MULTIRACIAL COMMUNITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$356,252ExpenseAmt
DescTHROUGH THE POLICY ACCELERATOR PROGRAM, THE EQUITY FUND SUPPORTS THE FIELD WITH RESOURCES FOR GRASSROOTS ADVOCACY INCLUDING:-TECHNICAL ASSISTANCE INCLUDING POLICY RESEARCH AND IMPACT ANALYSIS; DECARBONIZATION ROAD MAPS,-PLACEMENT, TRAINING AND COACHING OF A POLICY FELLOWS HOUSED IN LOCAL COMMUNITY ORGANIZATIONS-PROGRAMMING THAT PROVIDES CAPACITY-BUILDING, COACHING, AND PEER-LEARNINGINFLUENCING THE IMPLEMENTATION OF FEDERAL POLICIES AND USE OF PUBLIC FUNDING BY SUPPORTING COALITIONS AND STRATEGIC CAMPAIGNS THAT ENCOURAGE STATE AND LOCAL AGENCIES TO UTILIZE FEDERAL FUNDING STREAMS (AND OTHER PUBLIC INVESTMENTS) IN INFRASTRUCTURE AND CLEAN ENERGY TRANSITION TO MEET COMMUNITIES' PRIORITIES FOR WORKFORCE DEVELOPMENT, INCREASING JOB QUALITY, IMPROVING HEALTH OUTCOMES, ENERGY AFFORDABILITY, TRANSPORTATION AND AFFORDABLE HOUSING.THROUGH THE COMMUNICATIONS ACCELERATOR PROGRAM, THE EQUITY FUND SUPPORTS THE FIELD WITH:-TECHNICAL ASSISTANCE INCLUDING VOTER MODELING-A RICH CONTENT BANK OF CULTURALLY COMPETENT RESOURCES INCLUDING TESTED MESSAGING, AND MULTI-MEDIA COLLATERAL -CATALYTIC SUPPORT FOR THE CLIMATE DISINFORMATION WAR ROOM TO COUNTER DISINFORMATION EFFORTS BY THE FOSSIL FUEL INDUSTRY AND THEIR ALLIES THAT TARGET MULTI-RACIAL AND LOW-WEALTH COMMUNITIES AND UNDERMINE CLIMATE ACTION AND CLEAN ENERGY TRANSITION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$46,678ExpenseAmt
Grant$300GrantAmt
DescSTRATEGIC GRANTMAKING THAT PROVIDES CATALYTIC AND SUSTAINED INVESTMENTS IN OVER 160 ORGANIZATIONS IN BLACK, INDIGENOUS, LATINX, AAPI, AND IMMIGRANT AND MULTI-RACIAL COMMUNITIES TO PROPEL LARGE-SCALE ORGANIZING, CIVIC ENGAGEMENT, COALITION BUILDING, STRATEGIC CAMPAIGNS, GRASSROOTS ADVOCACY AND COMMUNICATIONS STRATEGIES, AND CYCLICAL INVESTMENTS IN LARGE-SCALE NON-PARTISAN VOTER ENGAGEMENT PROGRAMS THAT MOBILIZE A MULTI-RACIAL BASE OF CLIMATE VOTERS ACROSS RURAL, URBAN, AND SUBURBAN GEOGRAPHIES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$25,877ExpenseAmt
DescDONOR ADVISING TO SCALE, DIRECT AND SHAPE INVESTMENTS IN COMMUNITY ORGANIZATIONS TO ADVANCE AND IMPLEMENT CLIMATE ACTION THAT BRINGS-TO-SCALE THE ORGANIZING AND CIVIC ENGAGEMENT CAMPAIGNS THAT CREATE BOTH PUBLIC DEMAND AND POLITICAL WILL FOR MORE EQUITABLE CLIMATE SOLUTIONS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescOUR UNIQUE COMBINATION OF TECHNICAL ASSISTANCE, POLICY, AND STRATEGIC COMMUNICATIONS CAPACITIES COMBINED WITH ROBUST MULTIYEAR GRANTMAKING HAS SUPPORTED CAMPAIGN VICTORIES FOR 100% CLEAN ENERGY LEGISLATION IN NM, MD, VA, AND MN, AS WELL AS IMPLEMENTING A STATEWIDE ENERGY EFFICIENCY AND WEATHERIZATION PROGRAM IN PA.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$428,807TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARCUM LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2022274254PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11899L STREET SUITE 850AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ROGER KIM
PRESIDENT0.40Yes (X)Yes (X)$0$0$0
KATHLEEN WELCH
SECRETARY0.40Yes (X)Yes (X)$0$0$0
MICHELLE DEPASS
TREASURER0.40Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PHYSICIANS SCIENTISTS AND ENGINEERS FO
1440 BROADWAY SUITE 750OAKLANDCA94612RESEARCH$346,000
MARCUM LLP
1899 L ST NW 850WASHINGTONDC20036FINANCIAL ADVISORY SERVICES$247,494
MARCUM TECHNOLOGY LLC
10 MELVILLE PARK ROADMELVILLENY11747TECHNOLOGY SERVICES$156,562
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$38,957,554AllOtherContributionsAmt
Total Contributions$38,957,554TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$120,771TotalRevenueColumnAmt
Exclusion$120,771ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,078,325TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$120,771ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$300TotalAmt
Program Services$300ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$34,250TotalAmt
Management And General$34,250ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$745,060TotalAmt
Program Services$407,470ProgramServicesAmt
Management And General$337,590ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,415TotalAmt
Program Services$4,475ProgramServicesAmt
Management And General$2,940ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$16,574TotalAmt
Program Services$10,001ProgramServicesAmt
Management And General$6,573ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,879TotalAmt
Program Services$15ProgramServicesAmt
Management And General$1,864ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,424TotalAmt
Program Services$860ProgramServicesAmt
Management And General$564ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,851TotalAmt
Program Services$2,324ProgramServicesAmt
Management And General$1,527ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
NVF FRINGE BENEFIT ALLO$18,076$18,076
MEMBER. / REGISTR. FEES$5,017$1,990$3,027
MISCELLANEOUS$478$190$288
PROFESSIONAL DEVELOP.$47$47

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$834,371TotalAmt
Program Services$428,807ProgramServicesAmt
Management And General$405,564ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$541,795EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$25,939,084EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$12,007,304EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$12,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$178,604LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$178,604EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$45,538EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$38,724,325EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$480,371EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$480,371EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$21,013,954EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$17,230,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$38,243,954EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$38,724,325EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$38,243,954ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year$38,957,554CurrentTaxYearAmt
Total$38,957,554TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year$38,957,554CurrentTaxYearAmt
Total$38,957,554TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$21,174,768SubstantialContributorsTotAmt
Public Support Total170$17,782,786PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$120,771CurrentTaxYearAmt
Total$120,771TotalAmt
FieldValueIRS element (for citing)
Total Support$39,078,325TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$834,371FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$834,371FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$150,156FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$37,539FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE C, PART II-A, LINE 2:FormAndLineReferenceDesc
ExplanationTHE YEAR ENDED DECEMBER 31, 2023, IS THE FIRST YEAR FOR WHICH THE ELECTION UNDER CODE SECTION 501(H) IS IN EFFECT.ExplanationTxt

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$178,604OtherCostOrOtherBasisAmt
Book Value$178,604BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$178,604TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$39,078,325TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$39,078,325RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$39,078,325TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$834,371TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$834,371ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$834,371TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationFOR THE YEAR ENDED DECEMBER 31, 2023, THE EQUITY 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1SUPPORTED ACTIVITIES INCLUDE: COMMUNITY ORGANIZING, CIVIC ENGAGEMENT, COALITION BUILDING, STRATEGIC CAMPAIGNS, GRASSROOTS ADVOCACY AND COMMUNICATIONS STRATEGIES, AND CYCLICAL INVESTMENTS IN LARGE-SCALE NON-PARTISAN VOTER ENGAGEMENT PROGRAMS THAT MOBILIZE A MULTI-RACIAL BASE OF CLIMATE VOTERS ACROSS RURAL, URBAN, AND SUBURBAN GEOGRAPHIES.
FORM 990, PART VI, SECTION B, LINE 11BTHE FEDERAL FORM 990 IS PROVIDED FOR REVIEW TO THE FULL BOARD FOR APPROVAL IN WRITING BEFORE FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CALL EMPLOYEES WILL BE REQUIRED TO COMPLETE ANNUAL CONFLICT-OF-INTEREST DISCLOSURE FORMS, DETAILING ANY PERSONAL, FINANCIAL, OR PROFESSIONAL RELATIONSHIPS THAT MAY PRESENT A CONFLICT. CCEEF 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, CCEEF WILL FOLLOW ESTABLISHED PROCEDURES FOR INVESTIGATION AND ENFORCEMENT. CONSEQUENCES MAY INCLUDE DISCIPLINARY ACTION OR OTHER MEASURES DEEMED APPROPRIATE. CCEEF AIMS TO FOSTER A CULTURE OF TRANSPARENCY AND ACCOUNTABILITY WHILE EFFECTIVELY MANAGING CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION C, LINE 19THE FEDERAL FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GCONSULTING SERVICES: PROGRAM SERVICE EXPENSES 407,470. MANAGEMENT AND GENERAL EXPENSES 337,590. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 745,060.