2024-11-14T18:14:16-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 874680230 CLIMATE AND CLEAN ENERGY EQUITY FUND CLIM 2025951061 1100 13TH ST NW 800 WASHINGTON DC 20005 BRADY WALKINSHAW SENIOR DIRECTOR 2025951061 2024-11-14 1 0 AARON M FOX P01365820 2022274000 2024-11-14 2023 2024-10-15 13:58:12Z X BRADY WALKINSHAW 1100 13TH ST NW 800 WASHINGTON DC 20005 39078325 0 X HTTPS://WWW.THEEQUITYFUND.ORG/ X 2022 DC BUILD A POWERFULLY DIVERSE MOVEMENT ADVANCING EQUITABLE CLIMATE ACTION AND CLEAN ENERGY. 3 3 0 3 0 0 38957554 0 120771 0 39078325 300 0 0 0 0 834071 834371 38243954 38724325 480371 38243954 X PROVIDE 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. 0 0 356252 THROUGH 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. 46678 300 STRATEGIC 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. 25877 DONOR 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. OUR 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. 428807 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X MARCUM LLP 2022274254 1899L STREET SUITE 850 WASHINGTON DC 20036 X ROGER KIM PRESIDENT 0.40 X X 0 0 0 KATHLEEN WELCH SECRETARY 0.40 X X 0 0 0 MICHELLE DEPASS TREASURER 0.40 X X 0 0 0 0 0 0 0 0 0 0 PHYSICIANS SCIENTISTS AND ENGINEERS FO 1440 BROADWAY SUITE 750 OAKLAND CA 94612 RESEARCH 346000 MARCUM LLP 1899 L ST NW 850 WASHINGTON DC 20036 FINANCIAL ADVISORY SERVICES 247494 MARCUM TECHNOLOGY LLC 10 MELVILLE PARK ROAD MELVILLE NY 11747 TECHNOLOGY SERVICES 156562 0 38957554 38957554 120771 120771 39078325 0 0 120771 X 300 300 34250 34250 745060 407470 337590 7415 4475 2940 16574 10001 6573 1879 15 1864 1424 860 564 3851 2324 1527 NVF FRINGE BENEFIT ALLO 18076 18076 MEMBER. / REGISTR. FEES 5017 3027 1990 MISCELLANEOUS 478 288 190 PROFESSIONAL DEVELOP. 47 47 834371 428807 405564 0 0 541795 0 25939084 0 12007304 0 12000 178604 0 178604 0 45538 0 38724325 0 480371 0 480371 X 0 21013954 0 17230000 0 38243954 0 38724325 38243954 0 X 0 1 X 1 0 X 38957554 38957554 38957554 38957554 21174768 17782786 120771 120771 39078325 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 834371 834371 150156 37539 0 0 FORM 990, SCHEDULE C, PART II-A, LINE 2: THE YEAR ENDED DECEMBER 31, 2023, IS THE FIRST YEAR FOR WHICH THE ELECTION UNDER CODE SECTION 501(H) IS IN EFFECT. 178604 178604 178604 X 39078325 0 39078325 0 39078325 834371 0 834371 0 834371 PART X, LINE 2: FOR 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. FORM 990, PART III, LINE 1 SUPPORTED 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 11B THE 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 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. 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 19 THE 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 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 407,470. MANAGEMENT AND GENERAL EXPENSES 337,590. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 745,060.