CLIMATE POLICY INITIATIVE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CLIMATE POLICY INITIATIVE INC (EIN 26-4129153)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-28
- IRS object ID
- 202312409349301111
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-28T11:42:17-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SO MARKET ST STE 200 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264129153 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIMATE POLICY INITIATIVE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLIM | BusinessNameControlTxt |
| Phone | 4152300791 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 MARKET STREET 514 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIELLE KNIGHT | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4152300791 | PhoneNum |
| Signature | 2023-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIELLE | PersonFirstNm |
| Person Last | KNIGHT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4089988400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BARBARA BUCHNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 MARKET STREET 514 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,082,218 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CLIMATEPOLICYINITIATIVE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | BUILD A SUSTAINABLE, RESILIENT, AND INCLUSIVE GLOBAL ECONOMY WHILE ADDRESSING CLIMATE CHANGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,095,518 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,256,094 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,133,090 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,158,349 | CYProgramServiceRevenueAmt |
| PY Investment Income | $73,941 | PYInvestmentIncomeAmt |
| CY Investment Income | $57,646 | CYInvestmentIncomeAmt |
| PY Other Revenue | $506 | PYOtherRevenueAmt |
| CY Other Revenue | $5,222 | CYOtherRevenueAmt |
| PY Total Revenue | $14,303,055 | PYTotalRevenueAmt |
| CY Total Revenue | $16,477,311 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $238,904 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $349,659 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,179,624 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,287,631 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $211,841 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,790,456 | PYOtherExpensesAmt |
| CY Other Expenses | $6,135,207 | CYOtherExpensesAmt |
| PY Total Expenses | $12,208,984 | PYTotalExpensesAmt |
| CY Total Expenses | $12,772,497 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,094,071 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,704,814 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,425,515 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,840,346 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $778,716 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,742,496 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,646,799 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,097,850 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OUR MISSION IS TO HELP GOVERNMENTS, BUSINESSES, AND FINANCIAL INSTITUTIONS DRIVE ECONOMIC GROWTH WHILE ADDRESSING CLIMATE CHANGE. OUR VISION IS TO BUILD A SUSTAINABLE, RESILIENT, AND INCLUSIVE GLOBAL ECONOMY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,689,000 | ExpenseAmt |
| Grant | $349,659 | GrantAmt |
| Revenue | $1,748,837 | RevenueAmt |
| Desc | CLIMATE FINANCE - KNOWN FOR TRACKING SUSTAINABLE INVESTMENT TRENDS, IDENTIFYING INNOVATIVE BUSINESS MODELS, AND SUPPORTING THE SOLUTIONS THAT CAN DRIVE A TRANSITION TO A LOW CARBON, CLIMATE RESILIENT ECONOMY. CPI CONDUCTS THE MOST COMPREHENSIVE MAPPING OF CLIMATE FINANCE FLOWS AVAILABLE AND CONVENES PUBLIC AND PRIVATE STAKEHOLDERS TO DESIGN AND IMPLEMENT INNOVATIVE FINANCIAL INSTRUMENTS THROUGH THE GLOBAL INNOVATION LAB FOR CLIMATE FINANCE. CPI ALSO WORKS WITH GOVERNMENTS, COMPANIES, INVESTORS, AND FOUNDATIONS AROUND THE WORLD TO ASSESS, TEST, AND REPLICATE THEIR POLICIES, PROGRAMS, AND INVESTMENTS. THE WORK ENSURES THAT RESOURCES ARE SPENT AS EFFECTIVELY AS POSSIBLE. 28 CLIENTS WERE SERVED IN 2022. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,265,792 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $414,734 | RevenueAmt |
| Desc | BRAZIL POLICY CENTER - COMBINES RIGOROUS ECONOMIC, INSTITUTIONAL, AND LEGAL ANALYSIS TO IDENTIFY AREAS FOR IMPROVING PUBLIC POLICIES AND PROVIDES CONCRETE RECOMMENDATIONS ON HOW TO RECONCILE ECONOMIC DEVELOPMENT WITH ENVIRONMENTAL CONSERVATION. CPI WORKS CLOSELY WITH GOVERNMENT AGENCIES AND CIVIL SOCIETY TO CHART PATHS FOR IMPROVEMENT. CPI'S BRAZIL POLICY CENTER FOCUSES ON STRATEGIC AREAS, INCLUDING CLIMATE LAW AND GOVERNANCE, CONSERVATION, ENERGY, FINANCIAL INSTRUMENTS, INFRASTRUCTURE, AND SUSTAINABLE AGRICULTURE AND IS BASED OUT THE PONTIFICAL CATHOLIC UNIVERSITY OF RIO DE JANEIRO (PUC-RIO). 3 CLIENTS WERE SERVED IN 2022. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,954,792 | 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 | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 32 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| Foreign Country | ID | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 5 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIELLE KNIGHT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152300791 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 MARKET STREET 514 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| THOMAS C HELLER | ||||||||
| BOARD CHAIR | 5.00 | 0.00 | Yes (X) | Yes (X) | $22,500 | $0 | $0 | |
| PAUL BREST | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HOWARD BAMSEY | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL KYTE | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEWART J PAPERIN | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA BUCHNER | ||||||||
| GMD & ED, CLIMATE FINANCE | 40.00 | 1.00 | Yes (X) | $328,510 | $0 | $29,845 | ||
| JULIANO ASSUNCAO | ||||||||
| ED, BRAZIL POLICY CENTER | 40.00 | 0.00 | Yes (X) | $306,007 | $0 | $0 | ||
| DANIELLE KNIGHT | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 2.00 | Yes (X) | $169,697 | $0 | $17,055 | ||
| BELLA TONKONOGY | ||||||||
| PROGRAM DIR., CLIMATE FINANCE | 40.00 | 0.00 | $155,768 | $0 | $30,692 | Yes (X) | ||
| ROBERT KAHN | ||||||||
| HEAD OF COMMUNICATIONS | 40.00 | 0.00 | $126,007 | $0 | $20,607 | Yes (X) | ||
| BENJAMIN BROCHE | ||||||||
| ASSOC. PROGRAM DIR., CLIMATE FINANCE | 40.00 | 0.00 | $131,846 | $0 | $25,036 | Yes (X) | ||
| VALERIO MICALE | ||||||||
| MANAGER UK | 40.00 | 0.00 | $130,602 | $0 | $6,201 | Yes (X) | ||
| DHARSHAN WIGNARAJAH | ||||||||
| DIRECTOR UK | 32.00 | 0.00 | $128,699 | $0 | $7,707 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,499,636 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $137,143 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | 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 | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|
| CLIMATE POLICY INITIATIVE INDIA PRIVATE | |||||||||
| OFFICE 254-255 FIRST FLOOR | SAKET | NEW DELHI | IN | RESEARCH & ANALYSIS | $1,012,048 | ||||
| VIKRAM WIDGE | |||||||||
| STRATEGIC ADVISORY SERVICES | $318,250 | 3534 WHITEHAVEN PKWY NW | WASHINGTON | DC | 20007 | ||||
| QUATRO CONSULTORIA ECONOMICA | |||||||||
| RUA EVARISTO DA VEIGA 83/604 | CENTRO RIO DE JANEIRO | BR | RESEARCH & ANALYSIS | $307,284 | |||||
| J SAGAR ASSOCIATES | |||||||||
| SANDSTONE CREST OPP PARK PLAZA HO | GURGAON | HARYANA | IN | RESEARCH & ANALYSIS | $174,500 | ||||
| HOOD & STRONG | |||||||||
| AUDIT AND TAX | $118,654 | 60 S MARKET ST 200 | SAN JOSE | CA | 95113 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $5,349,131 | GovernmentGrantsAmt |
| All Other Contributions | $8,906,963 | AllOtherContributionsAmt |
| Total Contributions | $14,256,094 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT REVENUE | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $2,158,349 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,158,349 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,158,349 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,224 | TotalRevenueColumnAmt |
| Exclusion | $66,224 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $596,329 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $604,907 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$8,578 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,578 | TotalRevenueColumnAmt |
| Exclusion | -$8,578 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| UBTI TAX REFUND | 900099 | $3,049 | $3,049 | |
| GAIN ON FOREIGN EXCHANGE | 900099 | $1,252 | $1,252 | |
| OTHER INCOME | 900099 | $921 | $921 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,222 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,477,311 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,159,270 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $61,947 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,659 | TotalAmt |
| Program Services | $349,659 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,346,995 | TotalAmt |
| Program Services | $1,082,949 | ProgramServicesAmt |
| Management And General | $110,775 | ManagementAndGeneralAmt |
| Fundraising | $153,271 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,545,859 | TotalAmt |
| Program Services | $3,428,467 | ProgramServicesAmt |
| Management And General | $112,109 | ManagementAndGeneralAmt |
| Fundraising | $5,283 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,319 | TotalAmt |
| Program Services | $321,639 | ProgramServicesAmt |
| Management And General | $8,033 | ManagementAndGeneralAmt |
| Fundraising | $1,647 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,473 | TotalAmt |
| Program Services | $405,640 | ProgramServicesAmt |
| Management And General | $27,441 | ManagementAndGeneralAmt |
| Fundraising | $21,392 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $608,985 | TotalAmt |
| Program Services | $582,396 | ProgramServicesAmt |
| Management And General | $15,527 | ManagementAndGeneralAmt |
| Fundraising | $11,062 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,574 | TotalAmt |
| Program Services | $23,305 | ProgramServicesAmt |
| Management And General | $8,269 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,037 | TotalAmt |
| Program Services | $43,514 | ProgramServicesAmt |
| Management And General | $86,523 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,232 | TotalAmt |
| Management And General | $10,232 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,944,552 | TotalAmt |
| Program Services | $4,829,416 | ProgramServicesAmt |
| Management And General | $111,330 | ManagementAndGeneralAmt |
| Fundraising | $3,806 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,060 | TotalAmt |
| Program Services | $2,060 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,340 | TotalAmt |
| Program Services | $113,821 | ProgramServicesAmt |
| Management And General | $18,843 | ManagementAndGeneralAmt |
| Fundraising | $4,676 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,880 | TotalAmt |
| Program Services | $238,692 | ProgramServicesAmt |
| Management And General | $53,498 | ManagementAndGeneralAmt |
| Fundraising | $3,690 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,787 | TotalAmt |
| Program Services | $129,870 | ProgramServicesAmt |
| Management And General | $11,327 | ManagementAndGeneralAmt |
| Fundraising | $5,590 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,221 | TotalAmt |
| Program Services | $241,994 | ProgramServicesAmt |
| Management And General | $3,218 | ManagementAndGeneralAmt |
| Fundraising | $1,009 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,314 | TotalAmt |
| Program Services | $35,296 | ProgramServicesAmt |
| Management And General | $18 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521 | TotalAmt |
| Program Services | $521 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,741 | TotalAmt |
| Program Services | $3,020 | ProgramServicesAmt |
| Management And General | $28,721 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PUBLICATIONS & DATA | $111,291 | $110,876 | $415 |
| BAD DEBTS | $10,127 | $10,127 | |
| PRINTING & REPRODUCTION | $1,530 | $1,530 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,772,497 | TotalAmt |
| Program Services | $11,954,792 | ProgramServicesAmt |
| Management And General | $605,864 | ManagementAndGeneralAmt |
| Fundraising | $211,841 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,137,294 | BOYAmt |
| EOY | $14,254,301 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,029,886 | BOYAmt |
| EOY | $5,023,887 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,332,997 | BOYAmt |
| EOY | $4,498,693 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,379 | BOYAmt |
| EOY | $5,370 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,579 | BOYAmt |
| EOY | $91,426 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $298,332 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $298,332 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,106,599 | BOYAmt |
| EOY | $2,010,714 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,764,259 | BOYAmt |
| EOY | $955,955 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,425,515 | BOYAmt |
| EOY | $26,840,346 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $693,430 | BOYAmt |
| EOY | $585,663 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,286 | BOYAmt |
| EOY | $110,199 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,046,634 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $778,716 | BOYAmt |
| EOY | $1,742,496 | 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 | $15,522,794 | BOYAmt |
| EOY | $14,943,983 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,124,005 | BOYAmt |
| EOY | $10,153,867 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,646,799 | BOYAmt |
| EOY | $25,097,850 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,425,515 | BOYAmt |
| EOY | $26,840,346 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,704,814 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$149,113 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$3,759,875 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$344,775 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| 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 | $11,433,334 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,235,994 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,998,252 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,095,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,256,094 | CurrentTaxYearAmt |
| Total | $60,019,192 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,433,334 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,235,994 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,998,252 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,095,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,256,094 | CurrentTaxYearAmt |
| Total | $60,019,192 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,642,443 | SubstantialContributorsTotAmt |
| Public Support Total170 | $49,376,749 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,061 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,090 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $216,504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,472 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,224 | CurrentTaxYearAmt |
| Total | $484,351 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $60,503,543 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,015,783 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81610 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73220 | 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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $245,183 | OtherCostOrOtherBasisAmt |
| Depreciation | $245,183 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,149 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,149 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE TO CPI INDIA | Desc |
| Amt | $1,046,634 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,046,634 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CPI IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND CALIFORNIA FRANCHISE AND/OR INCOME TAXES UNDER SECTION 23701D OF THE REVENUE AND TAXATION CODE. FURTHERMORE, DURING 2015, CPI APPLIED TO THE INTERNAL REVENUE SERVICE TO BE RECLASSIFIED AS A PUBLIC CHARITY AS DESCRIBED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) OF THE IRC AFTER COMPLETION OF THE SIXTY-MONTH ADVANCE RULING PERIOD THAT BEGAN JANUARY 1, 2016 AND ENDED DECEMBER 31, 2020. ON JUNE 8, 2016, THE IRS ADVISED CPI THAT IT COULD BE REASONABLY EXPECTED TO TERMINATE ITS PRIVATE FOUNDATION STATUS AND THAT CPI WOULD BE TREATED AS A PUBLIC CHARITY DURING THE SIXTY-MONTH ADVANCE RULING PERIOD. CPI SUBMITTED THE REQUEST FOR MISCELLANEOUS DETERMINATION IN MARCH 2021 AND RECEIVED CONFIRMATION FROM THE IRS THAT CPI HAD TERMINATED ITS PRIVATE FOUNDATION STATUS AND IS RECLASSIFIED AS A PUBLIC CHARITY AS OF JANUARY 1, 2016. CLIMATE POLICY INITIATIVE INDIA PRIVATE LIMITED IS A TAXABLE ENTITY IN INDIA. ANY TAX LIABILITIES ARE ACCOUNTED FOR IN THE CONSOLIDATED STATEMENTS. THERE WAS NO LIABILITY FOR TAXES AT DECEMBER 31, 2022. CPI INDONESIA IS A NONPROFIT FOUNDATION ESTABLISHED UNDER THE LAWS OF THE REPUBLIC OF INDONESIA. THE FOUNDATION IS SUBJECT TO INCOME TAX ON PROFITS DERIVED FROM CONSULTING SERVICE INCOME. IN 2022, THERE WAS NO LIABILITY ARISING FROM PROFITS ON SERVICES. AS OF DECEMBER 31, 2022, THE FOUNDATION HAD A TAX LIABILITY OF $8,046 RELATED TO WITHHOLDING OF PERSONAL INCOME TAX AND THIRD-PARTY FEES. AS OF DECEMBER 31, 2022, MANAGEMENT HAS EVALUATED CPI'S TAX POSITIONS AND CONCLUDED THAT CPI HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAS NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 1 | 32 | PROGRAM SERVICE | POLICY RESEARCH; ECONOMIC, INSTITUTIONAL AND LEGAL ANALYSIS | $2,202,964 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | 29 | PROGRAM SERVICE | CONVENING; POLICY RESEARCH; FINANCIAL ANALYSIS | $3,277,840 |
| EAST ASIA AND THE PACIFIC | 1 | 29 | GRANTMAKING | N/A | $349,659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 3 | SubtotalOfficesCnt |
| Subtotal Employees | 90 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 3 | TotalOfficeCnt |
| Total Employee | 90 | TotalEmployeeCnt |
| Subtotal Spent | $5,830,463 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,830,463 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Purpose Of Grant | TO MOBILIZE CLEAN ENERGY FINANCE WITHIN THE ENERGY SECTOR IN INDONESIA | PurposeOfGrantTxt |
| Cash Grant | $349,659 | CashGrantAmt |
| Manner Of Cash Disbursement | OTHER | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | CPI GRANTING PROCEDURES TO ENTITIES OUTSIDE THE U.S. REQUIRE GRANTEES COMPLY WITH TERMS ON PERIODIC ACCOUNTING OF EXPENDITURES AND REPORTING ON PROJECT OUTPUTS, DELIVERABLES AND PROGRESS MADE UNDER THE GRANT PURPOSE AND DESIRED OUTCOME DEFINED IN THE GRANT AGREEMENT. AFTER AN INITIAL PAYMENT, ALL SUBSEQUENT PAYMENTS ARE MADE AFTER RECEIPT OF REQUIRED FINANCIAL REPORTS AND DEMONSTRATED COMPLIANCE WITH TERMS AND CONDITIONS OF THE AGREEMENT, INCLUDING OVERALL PROGRAM PERFORMANCE. ADDITIONALLY, CPI RESERVES THE RIGHT TO INSPECT THE GRANTEE'S RECORDS AND ACCOUNTS, CONDUCT ON-SITE CAPACITY ASSESSMENTS AND/OR AUDIT THE PROJECT. CPI STAFF MONITOR PERFORMANCE THROUGH WRITTEN REPORTS, SITE VISITS, AND ONGOING COMMUNICATIONS ETC., ANY CHANGES TO TERMS, BUDGET, OR PAYMENTS ARE ONLY MADE BY A WRITTEN AMENDMENT AGREEMENT SIGNED BY ALL PARTIES. |
| PART III ACCOUNTING METHOD: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARBARA BUCHNER | ||||||||||||||
| GMD & ED, CLIMATE FINANCE | $328,510 | $0 | $0 | $0 | $0 | $0 | $18,300 | $0 | $11,545 | $0 | $358,355 | $0 | $0 | $0 |
| JULIANO ASSUNCAO | ||||||||||||||
| ED, BRAZIL POLICY CENTER | $306,007 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $306,007 | $0 | $0 | $0 |
| DANIELLE KNIGHT | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $169,697 | $0 | $0 | $0 | $0 | $0 | $11,357 | $0 | $5,698 | $0 | $186,752 | $0 | $0 | $0 |
| BELLA TONKONOGY | ||||||||||||||
| PROGRAM DIR., CLIMATE FINANCE | $152,268 | $0 | $3,500 | $0 | $0 | $0 | $10,267 | $0 | $20,425 | $0 | $186,460 | $0 | $0 | $0 |
| BENJAMIN BROCHE | ||||||||||||||
| ASSOC. PROGRAM DIR., CLIMATE FINANCE | $128,396 | $0 | $3,450 | $0 | $0 | $0 | $8,491 | $0 | $16,545 | $0 | $156,882 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT COPY FORM 990 WAS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND EXECUTIVE DIRECTOR AND PROVIDED TO THE GOVERNING BOARD FOR COMMENT BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CPI'S CONFLICT OF INTEREST POLICY COVERS ANY OFFICER, DIRECTOR, OR OTHER INTERESTED PERSONS. THE POLICY IS DISTRIBUTED AND REVIEWED ANNUALLY AND AN ACKNOWLEDGEMENT AND DISCLOSURE FORM IS SIGNED ANNUALLY BY EACH DIRECTOR. THE BOARD OF DIRECTORS IS TASKED WITH DETERMINING IF A CONFLICT OF INTEREST EXISTS. IN ORDER TO ENSURE THAT NO CONFLICT OF INTEREST REGARDING BUSINESS TRANSACTIONS WILL HAVE INFLUENCE OVER THE CORPORATION, NO DIRECTOR OR OFFICER MAY BE PRESENT FOR A VOTE BY THE BOARD ON ANY DECISION THAT WOULD DIRECTLY OR INDIRECTLY BENEFIT SUCH INTERESTED PERSON. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS SETS THE COMPENSATION OF THE EXECUTIVE DIRECTOR ANNUALLY FOLLOWING A REVIEW OF RECENT DATA FOR COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT PEER ORGANIZATIONS AND OTHER COMPETITIVE SECTORS. MANAGEMENT MAY ASSIST IN THE BOARD IN THE DATA COLLECTION. COMPENSATION DECISIONS ARE REPORTED AND MAINTAINED IN THE ORGANIZATION'S RECORDS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AT WWW.CLIMATEPOLICYINITIATIVE.ORG. |
| FORM 990, PART VII, SECTION A, LINE 1A: | THOMAS C. HELLER RECEIVED COMPENSATION FOR OUTREACH AND PARTNERSHIP BUILDING DURING CALENDAR YEAR 2022. HE WAS NOT COMPENSATED FOR HIS SERVICES AS MEMBER OF THE BOARD. |
| FORM 990, PART IX, LINE 11G | RESEARCH CONSULTING: PROGRAM SERVICE EXPENSES 4,829,416. MANAGEMENT AND GENERAL EXPENSES 111,330. FUNDRAISING EXPENSES 3,806. TOTAL EXPENSES 4,944,552. |
| FORM 990, PART XI, LINE 8: | THE PRIOR PERIOD ADJUSTMENT IS AN INTERCOMPANY RECLASSIFICATION BETWEEN CPI AND ITS WHOLLY-OWNED SUBSIDIARY. THE RECLASSIFICATION HAD NO EFFECT ON CONSOLIDATED NET ASSETS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE IN FX -344,775. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|
| CLIMATE POLICY FOUNDATION | |||||||
| OFFICE NO 210-211 1ST FLOOR DLF | SAKET NEW DELHI | IN | 110017 | RESEARCH | IN | CLIMATE POLICY INITIATIVE INC | Yes (1) |
| CENDEKIA PERUBAHAN IKLIM INDONESIA FOUNDATION | |||||||
| RDTX TOWER 11TH FL JL PROF DR SA | MEGA KUNINGAN | ID | 12950 | RESEARCH | ID | CLIMATE POLICY INITIATIVE INC | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIMATE POLICY INITIATIVE INDIA PRIVATE LIMITED | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICE NO 210-211 1ST FLOOR DLF | AddressLine1Txt |
| City | SAKET NEW DELHI | CityNm |
| Country | IN | CountryCd |
| Foreign Postal | 110017 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | IN | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIMATE POLICY INITIATIVE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $1,230,121 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $371,948 | ShareOfEOYAssetsAmt |
| Ownership | 0.99900 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CLIMATE POLICY INITIATIVE INDIA PRIVATE LIMITED | ||
| M | $1,046,634 | FMV |
| CENDEKIA PERUBAHAN IKLIM INDONESIA FOUNDATION | ||
| B | $349,659 | FMV |