CALCEF INNOVATIONS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CALCEF INNOVATIONS (EIN 26-1339988)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349329061
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T21:42:19-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814234542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ALMADEN BOULEVARD SUITE 1000 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951132238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261339988 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALCEF INNOVATIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALC | BusinessNameControlTxt |
| Phone | 4159570167 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 ALLSTON WAY 360 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA BORSUM | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4159570167 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMARA L MCINERNEY | PreparerPersonNm |
| PTIN | P00011797 | PTIN |
| Phone | 4089616300 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENERGY NEXUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANNY KENNEDY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 ALLSTON WAY 360 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,502,184 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEWENERGYNEXUS.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | GROW CLEAN ENERGY MARKETS AND ACCELERATE ADOPTION OF CLEAN ENERGY TECHNOLOGY IN EQUITABLE MANNER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,956,995 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,808,402 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $480,231 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $465,380 | CYProgramServiceRevenueAmt |
| PY Investment Income | $133,229 | PYInvestmentIncomeAmt |
| CY Investment Income | $227,899 | CYInvestmentIncomeAmt |
| PY Other Revenue | $812 | PYOtherRevenueAmt |
| CY Other Revenue | $503 | CYOtherRevenueAmt |
| PY Total Revenue | $7,571,267 | PYTotalRevenueAmt |
| CY Total Revenue | $16,502,184 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $191,858 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $695,033 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $844,080 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,822,178 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $579,171 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,259,157 | PYOtherExpensesAmt |
| CY Other Expenses | $6,171,196 | CYOtherExpensesAmt |
| PY Total Expenses | $6,295,095 | PYTotalExpensesAmt |
| CY Total Expenses | $11,688,407 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,276,172 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,813,777 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,703,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,001,145 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,745,673 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,035,988 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,958,137 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,965,157 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OPTIMIZING THE CLEAN ENERGY TRANSITION - 100%+ CLEAN ENERGY ECONOMY FOR THE 100%. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,627,540 | ExpenseAmt |
| Grant | $695,033 | GrantAmt |
| Revenue | $452,236 | RevenueAmt |
| Desc | CALCEF INNOVATIONS CONTINUED, UNDER THE BRAND NAME NEW ENERGY NEXUS, A DIVERSE GLOBAL NETWORK OF CLEAN ENERGY INCUBATORS AND ACCELERATORS, WHICH INCLUDED DEEP ENGAGEMENT WITH CLEAN ENERGY ENTREPRENEURS IN VARIOUS STAGES OF TECHNICAL AND MARKET READINESS IN INDONESIA, VIETNAM, PHILIPPINES, THAILAND AND CHINA AS WELL AS NEW YORK STATE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,725,067 | ExpenseAmt |
| Revenue | $13,144 | RevenueAmt |
| Desc | CALCEF INNOVATIONS FISCALLY SPONSORED SEVERAL PROJECTS THAT ARE CLOSELY MISSION-ALIGNED, SUCH AS ENERGY PEACE PARTNERS, NAVAJO POWER, AND PRE-DEVELOPMENT INTO RENEWABLE BIOMASS ENERGY PROJECTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,161,020 | ExpenseAmt |
| Desc | CALCEF INNOVATIONS CONDUCTED MANY EDUCATIONAL EVENTS TO BRING TOGETHER STAKEHOLDERS OF THE CLEAN ENERGY SYSTEM TO ACCELERATE THE CLEAN ENERGY TRANSITION. THIS INCLUDED SIGNIFICANT EXPLORATION ON THE VIABILITY OF COMMUNITY-BASED INVESTMENTS INTO CLEAN ENERGY AND ECOSYSTEMS IN CALIFORNIA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,513,627 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | ID | ForeignCountryCd |
| Foreign Country | SN | ForeignCountryCd |
| Foreign Country | VM | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRACE NITAFAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4159570167 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 ALLSTON WAY | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| IAN ROGOFF | |||||||||
| CHAIRMAN | 3.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JON FOSTER | |||||||||
| BOARD MEMBER | 3.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHEL GELOBTER | |||||||||
| BOARD MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SHERRI PITTMAN HOWARD TO 121623 | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHIA-LIN SIMMONS | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HORST SIMON RESIGNED TO 4323 | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| P KEVIN SMITH TO 4323 | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANNY KENNEDY | |||||||||
| EXECUTIVE DIRECTOR | 19.44 | 20.56 | Yes (X) | $0 | $221,950 | $38,440 | |||
| CHRISTINA BORSUM | |||||||||
| CFO | 21.46 | 18.54 | Yes (X) | $0 | $183,695 | $9,586 | |||
| REBECCA LEE | |||||||||
| MANAGING DIRECTOR OF CA | 6.62 | 33.37 | $0 | $157,500 | $0 | Yes (X) | |||
| ELIZABETH ANDREWS | |||||||||
| CHIEF DEVELOPMENT OFFICER | 40.06 | 0.00 | $0 | $160,483 | $8,415 | Yes (X) | |||
| GRACE NITAFAN | |||||||||
| CONTROLLER | 20.55 | 15.45 | $0 | $155,722 | $13,657 | Yes (X) | |||
| TRISTAN TREMSCHNIG | |||||||||
| COMMUNICATIONS DIRECTOR | 17.98 | 21.83 | $0 | $138,496 | $6,924 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,017,846 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $77,022 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|
| PR CLEAN ENERGY SIGNAPORE PTE LTD | |||||||||
| 312A TANGLIN ROAD | SINGAPORE | SN | 247982 | CONSULTING | $356,754 | ||||
| DEEL INC | |||||||||
| CONSULTING | $310,424 | 425 1ST ST | SAN FRANCISCO | CA | 94105 | ||||
| DEVELOPWELL | |||||||||
| CONSULTING | $258,625 | 3301 RICHMOND HWY 1090 | ALEXANDRIA | VA | 22301 | ||||
| ROCKY MOUNTAIN INSTITUTE | |||||||||
| CONSULTING | $256,488 | 2490 JUNCTION PLACE STE 200 | BOULDER | CO | 80301 | ||||
| BPM LLP | |||||||||
| CONSULTING | $156,625 | 2001 NORTH MAIN STREET SUITE 360 | WALNUT CREEK | CA | 94596 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,680,973 | GovernmentGrantsAmt |
| All Other Contributions | $13,127,429 | AllOtherContributionsAmt |
| Total Contributions | $15,808,402 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM AND ADVISORY SERVICES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $465,380 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $465,380 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $465,380 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $227,899 | TotalRevenueColumnAmt |
| Exclusion | $227,899 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $503 | TotalRevenueColumnAmt |
| Exclusion | $503 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $503 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,502,184 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $465,380 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $228,402 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $658,000 | TotalAmt |
| Program Services | $658,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,033 | TotalAmt |
| Program Services | $37,033 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,879 | TotalAmt |
| Program Services | $288,754 | ProgramServicesAmt |
| Management And General | $78,736 | ManagementAndGeneralAmt |
| Fundraising | $43,389 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,637,564 | TotalAmt |
| Program Services | $2,532,986 | ProgramServicesAmt |
| Management And General | $719,033 | ManagementAndGeneralAmt |
| Fundraising | $385,545 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,377 | TotalAmt |
| Program Services | $42,377 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521,295 | TotalAmt |
| Program Services | $405,696 | ProgramServicesAmt |
| Management And General | $62,931 | ManagementAndGeneralAmt |
| Fundraising | $52,668 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,063 | TotalAmt |
| Program Services | $156,302 | ProgramServicesAmt |
| Management And General | $28,498 | ManagementAndGeneralAmt |
| Fundraising | $25,263 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,080 | TotalAmt |
| Program Services | $72,882 | ProgramServicesAmt |
| Management And General | $12,198 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,920 | TotalAmt |
| Program Services | $75,766 | ProgramServicesAmt |
| Management And General | $116,154 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,778,696 | TotalAmt |
| Program Services | $3,568,697 | ProgramServicesAmt |
| Management And General | $206,768 | ManagementAndGeneralAmt |
| Fundraising | $3,231 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,769 | TotalAmt |
| Program Services | $7,711 | ProgramServicesAmt |
| Fundraising | $58 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,811 | TotalAmt |
| Program Services | $19,764 | ProgramServicesAmt |
| Management And General | $7,816 | ManagementAndGeneralAmt |
| Fundraising | $231 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,409 | TotalAmt |
| Program Services | $68,351 | ProgramServicesAmt |
| Management And General | $137,487 | ManagementAndGeneralAmt |
| Fundraising | $1,571 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,150 | TotalAmt |
| Program Services | $79,845 | ProgramServicesAmt |
| Management And General | $86,305 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,366 | TotalAmt |
| Program Services | $257,845 | ProgramServicesAmt |
| Management And General | $46,255 | ManagementAndGeneralAmt |
| Fundraising | $57,266 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,887 | TotalAmt |
| Program Services | $289,096 | ProgramServicesAmt |
| Management And General | $18,812 | ManagementAndGeneralAmt |
| Fundraising | $6,979 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,967 | TotalAmt |
| Management And General | $3,967 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,653 | TotalAmt |
| Program Services | $7,170 | ProgramServicesAmt |
| Management And General | $16,483 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FISCAL SPONSORSHIPS | $727,306 | $727,306 | ||
| PUBLIC RELATIONS | $115,683 | $115,038 | $645 | |
| WEBSITE | $55,042 | $48,567 | $6,475 | |
| LICENSE/TAXES/FEES | $29,891 | $18,265 | $10,676 | $950 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,566 | TotalAmt |
| Program Services | $36,176 | ProgramServicesAmt |
| Management And General | $36,370 | ManagementAndGeneralAmt |
| Fundraising | $2,020 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,688,407 | TotalAmt |
| Program Services | $9,513,627 | ProgramServicesAmt |
| Management And General | $1,595,609 | ManagementAndGeneralAmt |
| Fundraising | $579,171 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,595,525 | BOYAmt |
| EOY | $3,367,526 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,439,698 | BOYAmt |
| EOY | $3,771,490 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,595,355 | BOYAmt |
| EOY | $2,904,608 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,935 | BOYAmt |
| EOY | $2,697,365 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,255 | BOYAmt |
| EOY | $122,946 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,905 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,905 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,545,289 | BOYAmt |
| EOY | $9,867,185 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,753 | BOYAmt |
| EOY | $270,025 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,703,810 | BOYAmt |
| EOY | $23,001,145 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,321,519 | BOYAmt |
| EOY | $1,452,197 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,629 | BOYAmt |
| EOY | $146,381 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,525 | BOYAmt |
| EOY | $437,410 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,745,673 | BOYAmt |
| EOY | $2,035,988 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,033,695 | BOYAmt |
| EOY | $10,226,403 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,924,442 | BOYAmt |
| EOY | $10,738,754 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,958,137 | BOYAmt |
| EOY | $20,965,157 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,703,810 | BOYAmt |
| EOY | $23,001,145 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,813,777 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$806,757 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,323,676 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,080,592 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,189,863 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,956,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,808,402 | CurrentTaxYearAmt |
| Total | $39,359,528 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,323,676 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,080,592 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,189,863 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,956,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,808,402 | CurrentTaxYearAmt |
| Total | $39,359,528 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,495,703 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,863,825 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,971 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $116,827 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $135,312 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $133,229 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $227,889 | CurrentTaxYearAmt |
| Total | $684,228 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,174 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $812 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $503 | CurrentTaxYearAmt |
| Total | $35,489 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $40,079,245 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,695,256 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.33370 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,905 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,905 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CKERS CAPITAL MAURITIUS LIMITED NOTE RECEIVABLE | $5,042,599 | C |
| INVESTMENT IN RELATED PARTY | $4,824,586 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $9,867,185 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY PAYABLE | Desc |
| Amt | $437,410 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $437,410 | TotalLiabilityAmt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 2 | PROGRAM SERVICE | CONSULTANT FOR PROGRAM SERVICES FOR NEW ENERGY NEXUS PROGRAM | $69,870 |
| EAST ASIA AND THE PACIFIC | 5 | 44 | PROGRAM SERVICE | CONSULTANT FOR PROGRAM SERVICES FOR NEW ENERGY NEXUS PROGRAM | $1,214,413 |
| EUROPE | 0 | 2 | PROGRAM SERVICE | CONSULTANT FOR PROGRAM SERVICES FOR NEW ENERGY NEXUS PROGRAM | $87,411 |
| SUB-SAHARAN AFRICA | 1 | 1 | PROGRAM SERVICE, GRANT MAKING | CONSULTANT FOR PROGRAM SERVICES FOR NEW ENERGY NEXUS PROGRAM | $58,786 |
| SOUTH ASIA | 0 | 7 | PROGRAM SERVICE | CONSULTANT FOR PROGRAM SERVICES FOR NEW ENERGY NEXUS PROGRAM | $85,627 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 6 | SubtotalOfficesCnt |
| Subtotal Employees | 56 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 6 | TotalOfficeCnt |
| Total Employee | 56 | TotalEmployeeCnt |
| Subtotal Spent | $1,516,107 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,516,107 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | RegionTxt |
| Cash Grant | $37,033 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CALCEF HAS A PROCUREMENT POLICY THAT INCLUDES DUE DILIGENCING OF VENDORS BASED ON CONTRACT SIZES. FOR NON-ROFIT VENFORS IT INCLUDES SIGNIFICANT DUE DILIGENCE INCLUDING RECOMMENDATIONS FROM CALCEF'S NETWORK AS WELL AS REFERENCE CHECKS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UC SANTA CRUZ FOUNDATION | |||||||
| 1156 HIGH ST | SANTA CRUZ | CA | 95064 | 501(C)3 | $15,000 | $0 | GENERAL SUPPORT |
| AMALGAMATED CHARITABLE FOUNDATION INC | |||||||
| 1825 K STREET NORTHWEST | WASHINGTON | DC | 20006 | 501(C)3 | $643,000 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANNY KENNEDY | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $221,950 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $38,440 | $0 | $260,390 | $0 | $0 |
| CHRISTINA BORSUM | ||||||||||||||
| CFO | $0 | $183,695 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $9,586 | $0 | $193,281 | $0 | $0 |
| GRACE NITAFAN | ||||||||||||||
| CONTROLLER | $0 | $155,722 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $13,657 | $0 | $169,379 | $0 | $0 |
| ELIZABETH ANDREWS | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $0 | $160,483 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,415 | $0 | $168,898 | $0 | $0 |
| REBECCA LEE | ||||||||||||||
| MANAGING DIRECTOR OF CA | $0 | $157,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $157,500 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE RELATED ORGANIZATION USES A COMPENSATION COMMITTEE, AN IDENPENDENT COMPENSATION CONSULTANT, WTITTEN EMPLOYEMENT CONTRACTOR, AND APPROVAL BY THE BOARD OR COMPENSATION COMITTEE TO ESTABLISH COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | PER BY BAYLAWS, THE BOARD OF THE CALIFORNIA CLEAN ENERGY FUND ( DBA CALCEF VENTURES) APPOINTS THE BOARD MEMBERS OF THE ORGANIZATIONS. |
| FORM 990, PART VI, SECTION A, LINE 8B | CALCEF INNOVATION'S GEVERNING BODY DID NOT DELEGATE AUTHORITY TO ACT ON ITS BEHALF TO ANY EXECUTIVE COMMITTE OR ANY OTHER SIMILAR COMMITTE. ACCORDINGLY, DOCUMENTATION DOES NOT EXIST BECAUSE NO SUCH COMMITTEES EXIST. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE DIRECTOR WILL REVIEW THE RETURN BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL DISCLOSURE BY DIRECTORS, CORPORATE OFFICERS, TOP MANAGEMENT, KEY EMPLOYEES; BOARD REVIEW AND DISPOSITION PER POLICY STANDARDS' DETAILED RECORDS. |
| FORM 990, PART VI, SECTION B, LINE 15 | CALIFORNIA CLEAN ENERGY FUND, THE ENTITY THAT CONTROLS CALCEF INNOVATIONS AND SERVES AS THE PAYMASTER FOR ALL SHARED STAFF, CONTRACTED WITH AN INDEPENDENT COMPENSATION EXPERT IN 2013 TO REVIEW THE EXECURIVE DIRECTOR'S SALARY, THIS INFORMATION WAS USED, UPDATED FOR COST-OF-LIVING INCREASE SINCE 2013, TO FINALIZE AN OFFER FOR MANAGING DIRECTORS WHO WERE HIRED IN 2015 AND WHOSE COMPENSATION REMAINED UNCHANGED IN 2023. COMPENSATION LEVELS ARE CONTINUOUSLY MONITORED IN BUDEGET AND STAFF PLANNING REVIEWS TO ENSURE CONTINUED APPROPRIATENESS, |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROJECT CONSULTANTS: PROGRAM SERVICE EXPENSES 3,210,056. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,210,056. CONSULTING DEVELOPMENT: PROGRAM SERVICE EXPENSES 38,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,000. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 320,641. MANAGEMENT AND GENERAL EXPENSES 206,768. FUNDRAISING EXPENSES 3,231. TOTAL EXPENSES 530,640. |
| FORM 990, PART XI, LINE 9: | ENERGY PEACE PARTNERS MERGER OUT -806,757. |
| FORM 990, PART X | PRIOR YEAR BALANCE SHEET HAS BEEN RESTATED, THE 2022 RETURN WILL BE AMENDED TO REFLECT THE CHANGES. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| NEW ENERGY NEXUS NEW YORK | |||||||||
| 43 WEST 2RD STREET 2ND FLOOR | NEW YORK | NY | 10010 | 833748816 | SUPPORT DEVERSE CLEAN ENERGY ENTREPRENEURS IN NEW YORK | NY | $5,628,839 | $4,282,852 | CALCEF INNOVATIONS |
| ENERGY PEACE PARTNERS LLC | |||||||||
| 1401 21ST ST 7817 | SACRAMENTO | CA | 95811 | 261339988 | TO PROMOTE, SUPPORT & FACILIATE THE DEVELOPMENT OF RENEWABLE ENERGY PROJECTS | DE | $530,597 | $20,000 | CALCEF INNOVATIONS |
| NEW ENERGY NEXUS ASIA LLC | |||||||||
| 2150 ALLSTON WAY STE 360 | BERKELEY | CA | 94704 | 843563761 | SUPPORT DIVERSE CLEAN ENERGY ENTREPRENEURS IN SOUTH EAST ASIA | DE | $2,332,212 | $4,844,182 | CALCEF INNOVATIONS |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA CLEAN ENERGY FUND DBA CALCEF VENTURES | |||||||||||
| 2150 ALLSTON WAY STE 360 | BERKELEY | CA | 94704 | 770640000 | MANAGE FUNDS TO ADDRESS CRITICAL GAPS IN THE CLEAN ENERGY MARKETPLACE | CA | 501(C)(4) | N/A | 0 | ||
| CALCEF CATALYST | |||||||||||
| 2150 ALLSTON WAY STE 360 | BERKELEY | CA | 94704 | 472102162 | PROMOTE CLEAN ENERGY IN CALIFORNIA AND DEVELOP PRIVATE SECTOR LEADERSHIP | CA | 501(C)(6) | Yes (1) | CALIFORNIA CLEAN ENERGY | ||
| NEW ENERGY NEXUS ENVENTURE | |||||||||||
| 2150 ALLSTON WAY STE 360 | BERKELEY | CA | 94704 | 843656302 | SUPPORT SOCIAL ENTERPRISES THAT DISTRIBUTE CLEAN ENERGY PRODUCTS | CA | 501(C)(3) | Yes (1) | CALCEF INNOVATIONS | LINE 12A, I | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| NEW ENERGY NEXUS (INDONESIA 1) PTE LTD | ||||||||||
| 8 MARINA VIEW 43-01 ASIA SQUARE T | SINGAPORE | SN | 018960 | INVESTMENT HOLDING COMPANY | SN | NEW ENERGY NEXUS ASIA PTE LTD | $245,403 | $2,566,646 | 1.00000 | Yes (1) |
| NEW ENERGY NEXUS ASIA PTE LTD | ||||||||||
| 8 MARINA VIEW 43-01 ASIA SQUARE T | SINGAPORE | SN | 018960 | HOLDING COMPANY | SN | NEW ENERGY NEXUS ASIA PTE LTD | -$22,439 | $1,073,621 | 1.00000 | Yes (1) |
| NEW ENERGY NEXUS SHANGHAI LTD | ||||||||||
| ROOM 4F FLOOR 4 BLD 1 NO 181 4 | SHANGHAI | CH | 200050 | BUSINESS CONSULTING FOR RENEWABLE ENERGY | CH | NEW ENERGY NEXUS ASIA LLC | $1,235,379 | $650,328 | 1.00000 | Yes (1) |
| NEW ENERGY NEXUS VENTURES PTE LTD | ||||||||||
| 8 MARINA VIEW 43-01 ASIA SQUARE T | SINGAPORE | SN | 018960 | INVESTMENT MANAGEMENT COMPANY | SN | NEW ENERGY NEXUS ASIA LLC | $504,536 | $1,257,255 | 1.00000 | Yes (1) |
| NEW ENERGY NEXUS VIETNAM LLC | ||||||||||
| FLOOR 10 MISS AO DAI BUILDING 21 NG | HO CHI MINH | VM | 710000 | CONSULTING FOR ENTREPRENEURSHIP | VM | NEW ENERGY NEXUS ASIA LLC | $183,837 | $78,451 | 1.00000 | Yes (1) |
| PT NEW ENERGY NEXUS INDONESIA | ||||||||||
| GOWORK MILLENNIUM CENTENNIAL CENTER | JAKARTA | ID | 12920 ID | CONSULTING FOR ENTREPRENEURSHIP IN SUSTAINABILITY SECTOR | ID | NEW ENERGY NEXUS ASIA LLC | $1,085,569 | $900,470 | 0.89000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NEW ENERGY NEXUS VIETNAM LLC | ||
| M | $200,079 | COST PLUS 10% |
| NEW ENERGY NEXUS VENTURES PTE LTD | ||
| M | $120,428 | COST PLUS 10% |
| CALCEF VENTURES | ||
| N | $86,214 | COST |
| CALCEF VENTURES | ||
| O | $884,246 | COST |
| CALCEF VENTURES | ||
| O | $1,028,067 | COST |
| CALCEF VENTURES | ||
| O | $187,753 | COST |
| CALCEF VENTURES | ||
| O | $239,225 | COST |
| NEW ENERGY NEXUS VENTURES PTE LTD | ||
| B | $630,000 | COST |
| NEW ENERGY NEXUS (INDONESIA1) PTE LTD | ||
| B | $540,000 | COST |
| NEW ENERGY NEXUS ASIA PTE LTD | ||
| B | $50,000 | COST |
| PT NEW ENERGY NEXUS INDONESIA | ||
| M | $899,962 | COST |
| NEW ENERGY NEXUS SHANGHAI | ||
| M | $593,538 | COST |