2021-11-15T10:10:33-08:00 2020-12-31 943113978 James Mansuetto CPA 1470 Maxine Ave San Jose CA 95125 990 2020-01-01 942579986 California Foundation on the Environment & the Economy CALI 4157881786 Pier 35 The Embarcadero San Francisco CA 94133 Jay Hansen President 2021-11-15 true Jay Hansen 999009999 James Mansuetto CPA P00537971 4086660698 X 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z Jay Hansen Pier 35 The Embarcadero San Francisco CA 94133 3458861 false X www.cfee.net X 1979 CA See Schedule "O" 74 74 5 93 0 1957300 1809163 10110 5687 74990 -115109 12645 2042400 1712386 0 0 715945 731343 0 105411 1167332 750090 1883277 1481433 159123 230953 2521203 3099037 167855 330367 2353348 2768670 The mission of the California Foundation on the Environment and the Economy is to convene broad roundtable dialogues in the areas of energy, water, transportation, telecommunications and technology, housing, and the circular economy. Our participants include leaders from across California representing labor, business, environmental, and state and local government. Our dialogues take place both in state and through study travel projects designed to maximize the exchange of information and ideally explore common ground among our diverse participants. CFEE continually monitors the many complex issues facing California in our key issue areas. false false 720689 4200 CFEE hosts five annual conferences as well as regular online seminars in a variety of topics within our issue areas. Key accomplishments in our conferences during 2020 included :1. Recognizing the need for energy diversification and the long timelines for building out these generation and transmission projects,2. The need for alternative transportation fuels like electricity, hydrogen, renewable natural gas, and others while recognizing the incredible number of automobiles, trucks, buses, etc. that still rely on fossil fuels.3. The urgent need for building out the fueling infratructure to support 25+ million diverse vehicles across the state.4. The improtance to accelerate building out the state's wired and wireless networks, particularly in underserved communities.5. Building resiliency into the environment to protect from catastrophic wildfires and provide for water quality.6. The challenges facing local government and utilities from the long delays in paying utility bills and offering permanent deferral. 250653 1000 CFEE condducts two study travel projects each year. The projects facilitate hands on learning in our key issue areas. In 2020 CFEE conducted two multi-day bus tours through California to learn about current efforts and the needs of our state in the following areas:1. Our diverse energy procurement and need for greatly expaanding existing energy storage and developing new storage.2. Our growing transportation manufacturing sector and the quest to build more low and zero emission vehicles.3. The challenges our state faces in diversifying our water system and the dire need to distribute water equitabley between agricultural and enrivonmental needs.4. The expanding opportunity to pursue carbon capture and sequestration in state.5. Continuing work of key environmental organizations acting with government in providing lands for habitat restoration and permanent use. 971342 true true false false false false false false false false true false false false true false false false false false false false false false false false false false false true false false false false false false true false false false false false false false false false false true 12 0 true 5 true false false false false false false false 0 false false false false false false false X 74 74 false false false false false false false true true false false true true true true true true true true false CA X X Jay Hansen 4157881786 Pier 35 The Embarcadero San Francisco CA 94133 Jay Hansen President & CEO 40.00 0.00 X 352754 0 51928 Celeste Cremen Office Manager 40.00 0.00 108965 0 17312 Martin Adams Director 0.40 0.00 X 0 0 0 Keri Askew Bailey Director 0.40 0.00 X 0 0 0 Heidi Barsuglia Director 0.40 0.00 X 0 0 0 Garret Bean Director 0.40 0.00 X 0 0 0 Charlie Born Director 0.40 0.00 X 0 0 0 Jason Caudle Director 0.40 0.00 X 0 0 0 Adrienne Alvord Director 0.40 0.00 X 0 0 0 Curt Augustine Secretary 1.00 0.00 X X 0 0 0 J Thomas Baca Director 0.40 0.00 X 0 0 0 Robert Balgenorth Chairman 1.00 0.00 X X 0 0 0 Stephen Berberich Director 0.40 0.00 X 0 0 0 Jennifer Capitolo Director 0.40 0.00 X 0 0 0 Marcie Milner Director 0.40 0.00 X 0 0 0 Dustin Corcoran Director 0.40 0.00 X 0 0 0 Mario Cordero Director 0.40 0.00 X 0 0 0 Nick Chaset Director 0.40 0.00 X 0 0 0 Rachelle Chong Director 0.40 0.00 X 0 0 0 Caroline Choi Director 0.40 0.00 X 0 0 0 Brian D'Arcy Director 0.40 0.00 X 0 0 0 Timothy T Cremins Director 0.40 0.00 X 0 0 0 Daniel Curtin Director 0.40 0.00 X 0 0 0 Paul Deiro Director 0.40 0.00 X 0 0 0 Thomas Dalzell Director 0.40 0.00 X 0 0 0 Scott Farris Director 0.40 0.00 X 0 0 0 Casey Hashimoto Director 0.40 0.00 X 0 0 0 Barbara Hale Director 0.40 0.00 X 0 0 0 Rodney Cobos Director 0.40 0.00 X 0 0 0 Randy Hickok Director 0.40 0.00 X 0 0 0 Martin Kropelnicki Director 0.40 0.00 X 0 0 0 Grant Davis Director 0.40 0.00 X 0 0 0 Laura Lewis Treasurer 1.00 0.00 X X 0 0 0 Carolyn Coleman Director 0.40 0.00 X 0 0 0 Kassandra F Gough Director 0.40 0.00 X 0 0 0 Walter Hughes Director 0.40 0.00 X 0 0 0 Kevin Lynch Director 0.40 0.00 X 0 0 0 Kerry Hattevik Director 0.40 0.00 X 0 0 0 Robert Hunter Director 0.40 0.00 X 0 0 0 Jeffrey Kightlinger Director 0.40 0.00 X 0 0 0 Alex Jackson Director 0.40 0.00 X 0 0 0 Denise L Kruger Director 0.40 0.00 X 0 0 0 Patrick Lavin Director 0.40 0.00 X 0 0 0 Rhonda Johnson Director 0.40 0.00 X 0 0 0 Carol Kim Director 0.40 0.00 X 0 0 0 Michael Colvin Director 0.40 0.00 X 0 0 0 Mary Lynch Director 0.40 0.00 X 0 0 0 Mary Creasman Director 0.40 0.00 X 0 0 0 Dawn Weisz Director 0.40 0.00 X 0 0 0 Michael Quigley Director 0.40 0.00 X 0 0 0 Carolyn McIntyre Director 0.40 0.00 X 0 0 0 Vincent Dino Director 0.40 0.00 X 0 0 0 Charles Martin Director 0.40 0.00 X 0 0 0 Jose Mejia Director 0.40 0.00 X 0 0 0 Christina Sistrunk Director 0.40 0.00 X 0 0 0 Lori Anne Dolqueist Director 0.40 0.00 X 0 0 0 Tim O'connor Vice Chair 0.40 0.00 X 0 0 0 Robert Parris Director 0.40 0.00 X 0 0 0 John Garcia Director 0.40 0.00 X 0 0 0 Catherine Reheis-Boyd Vice Chair 1.00 0.00 X X 0 0 0 Emilia Ruiz Moretti Director 0.40 0.00 X 0 0 0 Dan Richard Director 0.40 0.00 X 0 0 0 Doug Kobold Director 0.40 0.00 X 0 0 0 Daniel Skopec Director 0.40 0.00 X 0 0 0 Jan Smutny-Jones Director 0.40 0.00 X 0 0 0 JC Sandberg Director 0.40 0.00 X 0 0 0 Nate Sandvig Director 0.40 0.00 X 0 0 0 Richard Svindland Director 0.40 0.00 X 0 0 0 Jay Ziegler Vice Chair 1.00 0.00 X X 0 0 0 Paul Von Berg Director 0.40 0.00 X 0 0 0 Allison Barnett Director 0.40 0.00 X 0 0 0 Andrew Walters Director 0.40 0.00 X 0 0 0 Rebecca Lee Director 0.40 0.00 X 0 0 0 David Gomez Director 0.40 0.00 X 0 0 0 Mike Layton Director 0.40 0.00 X 0 0 0 David Lubarsky Director 0.40 0.00 X 0 0 0 Elliot Mainzer Director 0.40 0.00 X 0 0 0 Cara Martinson Director 0.40 0.00 X 0 0 0 Lori Mitchell Director 0.40 0.00 X 0 0 0 Sara Oneill Director 0.40 0.00 X 0 0 0 Nicole Parra Director 0.40 0.00 X 0 0 0 Chris Patterson Director 0.40 0.00 X 0 0 0 Mark Pestrella Director 0.40 0.00 X 0 0 0 Eric Potashner Director 0.40 0.00 X 0 0 0 William Quinn Director 0.40 0.00 X 0 0 0 Michelle Reimers Director 0.40 0.00 X 0 0 0 Heidi Sanborn Director 0.40 0.00 X 0 0 0 Antonio Sanchez Director 0.40 0.00 X 0 0 0 AT Smith Director 0.40 0.00 X 0 0 0 Jon Timbers Director 0.40 0.00 X 0 0 0 Beth Vaughn Director 0.40 0.00 X 0 0 0 Terry Webber Director 0.40 0.00 X 0 0 0 Jim Wunderman Director 0.40 0.00 X 0 0 0 Carol Kim Director 0.40 0.00 X 0 0 0 Rudy Reyes Director 0.40 0.00 X 0 0 0 461719 69240 2 false true false Celeste Cremen Pier 35 Suite 202 San Francisco CA 94133 Conference Coordinator 126277 1 1809163 1809163 Conference Fees 4200 4200 Miscellaneous Income 1487 1487 5687 60797 60797 0 0 12645 12645 12645 12645 1570569 1746475 -175906 -175906 -175906 0 0 0 0 1712386 -109422 12645 0 0 0 0 417148 247313 92364 77471 0 181555 67237 104713 9605 63919 35251 19167 9501 37211 16171 16774 4266 31510 16521 10421 4568 0 5666 5666 36334 36334 0 0 17139 17139 141117 128706 12411 0 14832 9888 4944 0 0 159780 106595 53185 6835 3398 3437 0 159883 159883 0 0 9434 6289 3145 9879 6586 3293 Study Travel Direct Expense 129633 129633 Dues/Subscriptions/Training 20346 13564 6782 Telephone 16001 10675 5326 Other Expense 14844 8057 6787 8367 5575 2792 1481433 971342 404680 105411 446510 683797 868808 2500 0 253260 154569 0 0 0 0 58969 84900 738267 700924 28905 37343 1474434 1487570 0 0 0 19338 19337 2521203 3099037 117901 170573 49954 159794 167855 330367 X 2350848 2765670 2500 3000 2353348 2768670 2521203 3099037 X 230953 151168 33201 X false false false X 1557443 1507733 1819546 1943567 1809163 8637452 0 0 1557443 1507733 1819546 1943567 1809163 8637452 247810 8389642 33916 74044 87819 75943 73442 345164 0 0 8982616 579867 0.93400 0.93080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 500606 500606 176493 157456 19037 61168 42862 18306 37343 PPP Loan 81003 Study Travel Deposits 78791 159794 Part V, Line 4: Intended uses of the endowment fund. During the independent audit of the Organization's financial statements for the year ended December 31, 2019 (not yet completed as of the extended filing date of this Form 990), it was determined that the following changes to donor imposed restrictions should be applied to both the endowment and operational investment funds maintained by CFEE:Pursuant to the San Francisco Circuit Court's opinion issued on August 9, 2005, all restrictions on the gift instrument for the original contribution of $ 985,000 were released.Consequently, the balance of permanently restricted net assets ($ 585,000) and $ 400,000 of temporarily restricted net assets will be reclassified to unrestricted net assets as of December 31, 2019 and 2020.Note that no distributions from either the $ 585,000 of permanently restricted net assets nor from the $ 400,000 temporarily restricted net assets were ever taken from the endowment funds. Temporarily restricted net assets in excess of the $ 400,000 endowment amount reflect sponsorship amounts either collected or receivable for conferences or study travel projects for the subsequent year. true true X X X X false false false false false false false false false Jay Hansen President & CEO 322754 30000 37500 14428 404682 PJ Johnston Son, past Chrmn 3000 Consulting services false Form 990, Part VI, Line 11b: Form 990 Review Process A draft of the form is provided to each Director for comment prior to filing. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Potential conflicts are brought before the Executive Committee for analysis and resolution. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Changes in annual compensation are reviewed and approved by the Executive Compensation Committee of the Board of Directors. This committee then submits its decisions to the Board of Directors. Members of the Executive Compensation Committee generally hold senior management positions at both for profit and not for profit organizations in California, and are well informed regarding local compensation levels. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available These documents are available for inspection upon request. Other Changes In Net Assets Or Fund Balances - Other Increases Proposed audit adjustment to 1/1/2019 balance = $33201 Part I, lines 8 - 22; Part X, lines 1 - 33, Column A 2019 amounts reflect audit adjustments to the accrual basis trial balance for the year ended December 31, 2019. Various of these amounts differ from the amounts reported on the originally filed Form 990 for 2019.