SIERRA CLUB FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SIERRA CLUB FOUNDATION (EIN 94-6069890)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-25
- IRS object ID
- 202502689349300025
- Schema version
- 2024v5.2
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-25T10:06:58-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2580 N 1ST ST STE 460 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946069890 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIERRA CLUB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIER | BusinessNameControlTxt |
| Phone | 4159951780 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 WEBSTER STREET 1250 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN MCGAHAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4159951780 | PhoneNum |
| Signature | 2025-09-23 | 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 | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4089988400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAN CHU | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 WEBSTER STREET 1250 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $144,912,910 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SIERRACLUBFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | EDUCATE AND EMPOWER PEOPLE TO PROTECT AND IMPROVE THE NATURAL AND HUMAN ENVIRONMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $85,543,074 | PYContributionsGrantsAmt |
| CY Contributions Grants | $102,494,425 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,412,014 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,578,491 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,113,651 | PYOtherRevenueAmt |
| CY Other Revenue | $1,115,815 | CYOtherRevenueAmt |
| PY Total Revenue | $89,068,739 | PYTotalRevenueAmt |
| CY Total Revenue | $108,188,731 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $97,643,491 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $86,925,218 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,094,120 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,321,339 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $11,707,839 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,730,413 | PYOtherExpensesAmt |
| CY Other Expenses | $12,896,258 | CYOtherExpensesAmt |
| PY Total Expenses | $113,468,024 | PYTotalExpensesAmt |
| CY Total Expenses | $102,142,815 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$24,399,285 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,045,916 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $199,302,924 | TotalAssetsBOYAmt |
| Total Assets EOY | $210,669,172 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,767,255 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,020,871 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $167,535,669 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $180,648,301 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O.THE SIERRA CLUB FOUNDATION PROMOTES EFFORTS TO EDUCATE AND EMPOWER PEOPLE TO PROTECT AND IMPROVE THE NATURAL AND HUMAN ENVIRONMENT.GOALS: - SOLVE THE CLIMATE CRISIS PRIMARILY THROUGH A SUCCESSFUL TRANSITION TO A RESOURCE-EFFICIENT CLEAN ENERGY ECONOMY THAT BETTER SERVES PEOPLE AND NATURE;- SECURE PROTECTIONS FOR PUBLIC LANDS AND WATERS, PROMOTE HEALTHY ECOSYSTEMS AND COMMUNITIES, AND FIGHT FOR CLEAN AIR AND WATER;- EXPAND OPPORTUNITIES FOR MORE PEOPLE TO EXPLORE, ENJOY, AND PROTECT THE PLANET BY SUPPORTING PROGRAMS AND POLICIES THAT REACH ACROSS ECONOMIC, CULTURAL, AND COMMUNITY LINES TO GET PEOPLE OUTDOORS; AND- BUILD A DIVERSE, INCLUSIVE ENVIRONMENTAL MOVEMENT THAT REFLECTS AND REPRESENTS TODAY'S AMERICAN PUBLIC, AND PRIORITIZES IMPORTANT CONNECTIONS BETWEEN ENVIRONMENTAL HEALTH AND SOCIAL JUSTICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,105,894 | ExpenseAmt |
| Grant | $17,105,894 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | BEYOND COAL - THE LONG-TERM GOAL OF THIS PROGRAM IS TO REVERSE THE SOCIAL, ECONOMIC, AND ENVIRONMENTAL DAMAGE CAUSED BY GLOBAL CLIMATE CHANGE BY DECARBONIZING THE ELECTRIC GRID BY 80 PERCENT BY 2030. THE PROGRAM'S SPECIFIC GOALS - WORKING IN PARTNERSHIP WITH ALLIED ORGANIZATIONS - ARE TO HELP TRANSITION AGING AND UNECONOMIC COAL PLANTS TOWARDS CLEANER ALTERNATIVES THAT ALSO BENEFIT THE LOCAL COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,411,909 | ExpenseAmt |
| Grant | $15,411,909 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CHAPTER AND GROUP EDUCATION PROJECT - THIS PROJECT SUPPORTS THE STATE AND LOCAL CHAPTERS AND GROUPS OF THE SIERRA CLUB IN THEIR WORK TO ADVANCE ALL OF THE SIERRA CLUB'S STRATEGIC FRAMEWORK GOALS THROUGH PUBLIC EDUCATION, ORGANIZING, ADMINISTRATIVE ADVOCACY, COMMUNICATIONS, LITIGATION, AND OTHER CHARITABLE ACTIVITIES. THE SPECIFIC GOALS ARE TO ENABLE LOCAL GRASSROOTS ACTIVISTS ACROSS THE COUNTRY TO ACTIVELY ENGAGE IN THEIR OWN COMMUNITIES; DESIGN AND IMPLEMENT CONSERVATION CAMPAIGNS TO PROTECT THE NATURAL AND HUMAN ENVIRONMENT; INFORM THE PUBLIC AND MEMBERS AND SUPPORTERS ABOUT ENVIRONMENTAL ISSUES OF LOCAL INTEREST; ENGAGE IN PUBLIC INTEREST LAWSUITS; AND GROW A BROADER BASE OF VOLUNTEERS AND LEADERS CONTRIBUTING TO COMMUNITY-INSPIRED AND-LED PROGRAMMING, INCLUDING TO INCREASE OPPORTUNITIES FOR YOUTH, CHILDREN, AND FAMILIES TO DEVELOP AND ENHANCE PERSONAL CONNECTIONS TO NATURE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,826,175 | ExpenseAmt |
| Grant | $8,826,175 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | NATIONAL EDUCATION PROJECT - THIS PROJECT EDUCATES, ENGAGES, AND MOBILIZES THE PUBLIC IN ADMINISTRATIVE ADVOCACY ABOUT A RANGE OF ENVIRONMENTAL ISSUES TO ADVANCE THE SIERRA CLUB'S STRATEGIC FRAMEWORK; PROVIDES PROGRAM, OPERATIONS, AND MANAGEMENT SUPPORT TO IMPLEMENT THE CHARITABLE PROJECTS OF THE SIERRA CLUB; AND WORKS IN COALITION AND IN PARTNERSHIP WITH LOCAL COMMUNITIES AND GROUPS TO ADVANCE OUTCOMES AT THE INTERSECTION OF CLIMATE, SOCIAL, AND RACIAL JUSTICE. IT IS A PROJECT THROUGH WHICH THE SIERRA CLUB FOUNDATION WORKS TO ACHIEVE ITS MISSION TO EDUCATE AND EMPOWER PEOPLE TO PROTECT AND IMPROVE THE NATURAL AND HUMAN ENVIRONMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $46,146,427 | ExpenseAmt |
| Grant | $45,581,239 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE SIERRA CLUB FOUNDATION PROVIDES A BROAD RANGE OF ADDITIONAL GRANTS TO SUPPORT CHARITABLE, EDUCATION, SCIENTIFIC, LITERARY AND LEGAL ENDEAVORS THAT FURTHER ITS CHARITABLE MISSION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $46,146,427 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $45,581,239 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $87,490,405 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | 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 | Yes (1) | 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 | Yes (1) | 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 | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| 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 | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 3 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | 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 | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN MCGAHAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4159951780 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 WEBSTER STREET 1250 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ROBIN MANN | |||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EVA KATHLEEN SCHULTE | |||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN SIMPSON | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REBEKAH SAUL BUTLER | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK WALTERS | |||||||
| MEMBER-AT-LARGE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALLISON CHIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GABE GONZALEZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER LIU | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTIAN OKOYE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANJAY RANCHOD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL RISSMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOEL SANDERS | |||||||
| DIRECTOR (THRU 5/16/24) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSICA SAROWITZ | |||||||
| DIRECTOR (THRU 11/15/24) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPH SPEIRS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN CHU | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $322,306 | $0 | $71,314 | ||
| KEVIN MCGAHAN | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $315,568 | $0 | $69,353 | ||
| HENRY HOLMES | |||||||
| SR. DIR, PGRMS/COMP (THRU 12/2/24) | 40.00 | Yes (X) | $227,046 | $0 | $38,352 | ||
| AGANA MORENO | |||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $179,860 | $0 | $54,805 | ||
| JENNIE PALMER | |||||||
| DIR. OF ADMIN & BOARD RELATIONS | 40.00 | Yes (X) | $156,269 | $0 | $47,148 | ||
| PEDRO HENRIQUES DA SILVA | |||||||
| DIRECTOR, SHIFTING TRILLIONS | 40.00 | $250,823 | $0 | $32,779 | Yes (X) | ||
| TING LEE | |||||||
| ASST. DIR., PROGRAMS & COMPLIANCE | 40.00 | $112,319 | $0 | $41,414 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,564,191 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $355,165 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE RABEN GROUP | |||||
| 525 9TH STREET NW 7TH FLOOR | WASHINGTON | DC | 20004 | COMMUNICATION SERVICES | $322,621 |
| AVIVAR CAPITAL LLC | |||||
| 5250 LANKERSHIM BLVD SUITE 500 | NORTH HOLLYWOOD | CA | 91601 | INVESTMENT ADVISORY SERVICES | $125,000 |
| KPMG LLP | |||||
| DEPT 0922 PO BOX 120922 | DALLAS | TX | 753120922 | AUDIT FEES | $115,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $102,494,425 | AllOtherContributionsAmt |
| Noncash Contributions | $2,224,116 | NoncashContributionsAmt |
| Total Contributions | $102,494,425 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,550,749 | TotalRevenueColumnAmt |
| Exclusion | $2,550,749 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,751,921 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,724,179 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,027,742 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,027,742 | TotalRevenueColumnAmt |
| Exclusion | $2,027,742 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SOFTWARE COST REIMBURSEMENT | 900099 | $1,100,084 | $1,100,084 |
| MISCELLANEOUS INCOME | 900099 | $15,731 | $15,731 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,115,815 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,188,731 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,694,306 | 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 | $86,925,218 | TotalAmt |
| Program Services | $86,925,218 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,313,369 | TotalAmt |
| Program Services | $249,423 | ProgramServicesAmt |
| Management And General | $1,063,591 | ManagementAndGeneralAmt |
| Fundraising | $355 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,379 | TotalAmt |
| Program Services | $91,609 | ProgramServicesAmt |
| Management And General | $390,640 | ManagementAndGeneralAmt |
| Fundraising | $130 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,636 | TotalAmt |
| Program Services | $5,438 | ProgramServicesAmt |
| Management And General | $23,190 | ManagementAndGeneralAmt |
| Fundraising | $8 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,959 | TotalAmt |
| Program Services | $72,158 | ProgramServicesAmt |
| Management And General | $307,698 | ManagementAndGeneralAmt |
| Fundraising | $103 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,996 | TotalAmt |
| Program Services | $22,219 | ProgramServicesAmt |
| Management And General | $94,745 | ManagementAndGeneralAmt |
| Fundraising | $32 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,375 | TotalAmt |
| Management And General | $389,375 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,555 | TotalAmt |
| Program Services | $67,691 | ProgramServicesAmt |
| Management And General | $14,864 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,100 | TotalAmt |
| Management And General | $127,100 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,908 | TotalAmt |
| Management And General | $197,908 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,131 | TotalAmt |
| Management And General | $17,131 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,884 | TotalAmt |
| Program Services | $9,976 | ProgramServicesAmt |
| Management And General | $97,860 | ManagementAndGeneralAmt |
| Fundraising | $48 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,100,159 | TotalAmt |
| Fundraising | $1,100,159 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,569 | TotalAmt |
| Program Services | $16,761 | ProgramServicesAmt |
| Management And General | $76,668 | ManagementAndGeneralAmt |
| Fundraising | $140 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,364 | TotalAmt |
| Program Services | $15,059 | ProgramServicesAmt |
| Management And General | $66,183 | ManagementAndGeneralAmt |
| Fundraising | $122 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,360 | TotalAmt |
| Management And General | $19,360 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,600 | TotalAmt |
| Program Services | $287 | ProgramServicesAmt |
| Management And General | $1,311 | ManagementAndGeneralAmt |
| Fundraising | $2 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,100 | TotalAmt |
| Program Services | $6,108 | ProgramServicesAmt |
| Management And General | $27,941 | ManagementAndGeneralAmt |
| Fundraising | $51 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| FUNDRAISING REIMB. | $10,000,000 | $10,000,000 | ||
| OTHER/SOFTWARE LICENSE | $632,584 | $606,689 | $8,458 | $17,437 |
| REGULATORY COMPLIANCE | $11,569 | $11,569 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,142,815 | TotalAmt |
| Program Services | $87,490,405 | ProgramServicesAmt |
| Management And General | $2,944,571 | ManagementAndGeneralAmt |
| Fundraising | $11,707,839 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,839,348 | BOYAmt |
| EOY | $27,646,611 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,352,385 | BOYAmt |
| EOY | $23,133,908 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,493,292 | BOYAmt |
| EOY | $2,907,049 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,758 | BOYAmt |
| EOY | $269,434 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,466,695 | BOYAmt |
| EOY | $5,228,031 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,162,441 | BOYAmt |
| EOY | $999,490 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $237,305 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $130,586 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,485 | BOYAmt |
| EOY | $106,719 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,323,254 | BOYAmt |
| EOY | $88,182,245 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,910,187 | BOYAmt |
| EOY | $34,106,042 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,563,079 | BOYAmt |
| EOY | $28,089,643 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,302,924 | BOYAmt |
| EOY | $210,669,172 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,908 | BOYAmt |
| EOY | $2,207,034 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,198,185 | BOYAmt |
| EOY | $10,829,564 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,133,162 | BOYAmt |
| EOY | $16,984,273 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,767,255 | BOYAmt |
| EOY | $30,020,871 | 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 | $80,908,180 | BOYAmt |
| EOY | $77,387,519 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,627,489 | BOYAmt |
| EOY | $103,260,782 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,535,669 | BOYAmt |
| EOY | $180,648,301 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,302,924 | BOYAmt |
| EOY | $210,669,172 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,045,916 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,743,360 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $323,356 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $92,385,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,459,492 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,355,015 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,543,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $102,494,425 | CurrentTaxYearAmt |
| Total | $464,237,181 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,385,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,459,492 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,355,015 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,543,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $102,494,425 | CurrentTaxYearAmt |
| Total | $464,237,181 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $35,257,084 | SubstantialContributorsTotAmt |
| Public Support Total170 | $428,980,097 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,650,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,684,006 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,157,242 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,459,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,550,749 | CurrentTaxYearAmt |
| Total | $12,502,541 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$152 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,463 | CurrentTaxYearMinus2YearsAmt |
| Total | $3,466 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,433,336 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,270,267 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,271,642 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,113,651 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,115,815 | CurrentTaxYearAmt |
| Total | $6,204,711 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $482,947,899 | TotalSupportAmt |
| Public Support CY170 | 0.88830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86710 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | COST SOFTWARE REIMBURSEMENT - 2020 AMOUNT: $ 1,363,405. 2021 AMOUNT: $ 1,259,746. 2022 AMOUNT: $ 1,250,072. 2023 AMOUNT: $ 1,100,084. 2024 AMOUNT: $ 1,100,084. MISCELLANEOUS INCOME - 2020 AMOUNT: $ 69,931. 2021 AMOUNT: $ 10,521. 2022 AMOUNT: $ 21,570. 2023 AMOUNT: $ 13,567. 2024 AMOUNT: $ 15,731. | ExplanationTxt |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $68,657 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $376,660 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $445,317 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $101,499,590 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $101,944,907 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $384,463 | CurrentYearMinus3Amt |
| Current Year Minus2 | $260,755 | CurrentYearMinus2Amt |
| Current Year Minus1 | $382,329 | CurrentYearMinus1Amt |
| Current Year | $445,317 | CurrentYearAmt |
| Total | $1,472,864 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $172,101 | CurrentYearMinus3Amt |
| Current Year Minus2 | $75,819 | CurrentYearMinus2Amt |
| Current Year Minus1 | $57,508 | CurrentYearMinus1Amt |
| Current Year | $68,657 | CurrentYearAmt |
| Total | $374,085 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 3 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $66,077 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $356,007 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,364,202 | BeginningYearBalanceAmt |
| Contributions | $65,500 | ContributionsAmt |
| Investment Earnings Or Losses | $3,494,470 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,965,749 | OtherExpendituresAmt |
| End Year Balance | $38,958,423 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,279,178 | BeginningYearBalanceAmt |
| Contributions | $248,260 | ContributionsAmt |
| Investment Earnings Or Losses | $4,678,071 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,841,307 | OtherExpendituresAmt |
| End Year Balance | $37,364,202 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,631,836 | BeginningYearBalanceAmt |
| Contributions | $33,400 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,255,041 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,131,017 | OtherExpendituresAmt |
| End Year Balance | $35,279,178 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,119,100 | BeginningYearBalanceAmt |
| Contributions | $78,793 | ContributionsAmt |
| Investment Earnings Or Losses | $4,464,751 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,030,808 | OtherExpendituresAmt |
| End Year Balance | $45,631,836 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,335,250 | BeginningYearBalanceAmt |
| Contributions | $86,308 | ContributionsAmt |
| Investment Earnings Or Losses | $6,960,807 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,263,265 | OtherExpendituresAmt |
| End Year Balance | $43,119,100 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04501 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.71223 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24276 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,421 | OtherCostOrOtherBasisAmt |
| Book Value | $67,421 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,039 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,438 | DepreciationAmt |
| Book Value | $15,601 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,093 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,867 | DepreciationAmt |
| Book Value | $226 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $91,752 | OtherCostOrOtherBasisAmt |
| Depreciation | $68,281 | DepreciationAmt |
| Book Value | $23,471 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $106,719 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INTERNATIONAL EQUITY | $7,954,340 | F |
| LIMITED PARTNERSHIPS | $26,151,702 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $34,106,042 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SPLIT-INTEREST AGREEMENT | $27,698,094 |
| INTEREST RECEIVABLE | $264,657 |
| RIGHT OF USE ASSET | $126,892 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $28,089,643 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SPLIT-INTEREST AGREEMENT | $16,833,900 |
| LEASE LIABILITY | $150,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,984,273 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $115,255,447 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,743,360 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $323,356 | OtherRevenueAmt |
| Revenue Not Reported | $7,066,716 | RevenueNotReportedAmt |
| Revenue Subtotal | $108,188,731 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $108,188,731 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $102,142,815 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $102,142,815 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $102,142,815 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 58 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF ENDOWMENT ASSETS. |
| PART X, LINE 2: | THE FOUNDATION IS SUBJECT TO INCOME TAXES IN THE UNITED STATES AND CALIFORNIA ON UNRELATED BUSINESS INCOME. THE FOUNDATION HAS IDENTIFIED AND EVALUATED ITS SIGNIFICANT TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN AND DETERMINED THERE IS NO MATERIAL UNRECOGNIZED BENEFIT OR LIABILITY TO BE RECORDED. THE FOUNDATION'S FEDERAL RETURNS ARE CURRENTLY OPEN UNDER THE STATUTE OF LIMITATIONS FOR THE YEAR ENDED DECEMBER 31, 2022 AND SUBSEQUENT YEARS AND CALIFORNIA RETURNS ARE OPEN FOR THE YEAR ENDED DECEMBER 31, 2021 AND SUBSEQUENT YEARS. THE FOUNDATION DOES NOT ANTICIPATE THAT THERE WILL BE ANY MATERIAL CHANGES IN THE UNRECOGNIZED TAX POSITIONS OVER THE NEXT 12 MONTHS. THERE HAVE BEEN NO RELATED TAX PENALTIES OR INTEREST CLASSIFIED AS A TAX EXPENSE IN THE STATEMENT OF ACTIVITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 323,356. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| SIERRA CLUB | ||||||||
| 2101 WEBSTER STREET STE 1300 | OAKLAND | CA | 94612 | 941153307 | 501(C)(4) | $85,639,241 | $0 | PROMOTE ENVIRONMENTAL AWARENESS AND EDUCATION. |
| MICHIGAN ENVIRONMENTAL COUNCIL | ||||||||
| 602 WEST IONIA STREET | LANSING | MI | 489331015 | 382517980 | 501(C)(3) | $250,000 | $0 | SUPPORT ORGANIZING EFFORTS AGAINST LINE 5 AND DAPL TO PROTECT WATER SUPPLIES AND INDIGENOUS RIGHTS. |
| COMMUNITY INITIATIVES | ||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | 943255070 | 501(C)(3) | $250,000 | $0 | RESEARCH AND CREATE NETWORKS TO ENHANCE CLIMATE JUSTICE ORGANIZATIONS' CAPABILITIES. |
| SUSTAINABLE MARKETS FOUNDATION | ||||||||
| 40 WEST 37TH STREET ROOM 1000 | NEW YORK | NY | 100187311 | 134188834 | 501(C)(3) | $100,000 | $0 | SUPPORT RESEARCH AND ANALYSIS FOR A SOLAR ENERGY PILOT PROJECT IN BROWN COUNTY, TEXAS. |
| GREENLATINOS | ||||||||
| 1919 14TH STREET SUITE 700 | BOULDER | CO | 803025482 | 263386082 | 501(C)(3) | $100,000 | $0 | PROVIDE OPERATIONAL SUPPORT FOR COALITION WORKGROUPS |
| OF SALT AND SAND | ||||||||
| 1769 S 600 E | SALT LAKE CITY | UT | 841053030 | 884281611 | 501(C)(3) | $75,000 | $0 | CREATE MULTIMEDIA PROJECTS THAT DOCUMENT COMMUNITY EXPERIENCES AMID CLIMATE CRISIS. |
| LATINO COMMUNITY FUND OF WASHINGTON STATE | ||||||||
| PO BOX 30669 | SEATTLE | WA | 981130669 | 205987399 | 501(C)(3) | $75,000 | $0 | SUPPORT INITIATIVES FOR AFFORDABLE, GREEN HOUSING SOLUTIONS |
| APPALACHIAN MOUNTAIN ADVOCATES | ||||||||
| PO BOX 507 | LEWISBURG | WV | 24901 | 550781483 | 501(C)(3) | $50,000 | $0 | USE LEGAL AND SCIENTIFIC METHODS TO COMBAT FOSSIL FUEL INFRASTRUCTURE AND PROMOTE CLEAN ENERGY. |
| COMMUNITY INITIATIVES | ||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | 943255070 | 501(C)(3) | $50,000 | $0 | SUPPORT OUTDOOR EXCURSIONS AND LEADERSHIP AIMED AT DIVERSIFYING OUTDOOR ACCESS. |
| GUARDIAN REVIVAL | ||||||||
| 413 MAIN STREET | BEACON | NY | 125083303 | 843585765 | 501(C)(3) | $50,000 | $0 | EQUIP MILITARY AND FIRST RESPONDERS WITH SKILLS TO SAFELY ENGAGE WITH NATURE |
| NW ENERGY COALITION | ||||||||
| 811 1ST AVENUE SUITE 305 | SEATTLE | WA | 981041463 | 911144122 | 501(C)(3) | $50,000 | $0 | BUILD A COORDINATED MOVEMENT FOR EQUITABLE BUILDING DECARBONIZATION IN WASHINGTON STATE |
| CONSERVATION VOTERS OF SOUTH CAROLINA EDUCATION FUND | ||||||||
| 712 RICHLAND STREET SUITE A | COLUMBIA | SC | 292012300 | 200335383 | 501(C)(3) | $50,000 | $0 | ADDRESS SUSTAINABILITY AND JUSTICE ISSUES IN ENERGY AND COMMUNITY WELL-BEING. |
| HUMANITARIAN SOCIAL INNOVATIONS | ||||||||
| 301 BROADWAY SUITE 115 | BETHLEHEM | PA | 180151521 | 464779591 | 501(C)(3) | $33,600 | $0 | DEVELOP A FRAMEWORK FOR MANAGING INVESTMENTS THAT ALIGNS WITH THE SIERRA CLUB FOUNDATION'S MISSION. |
| JESUS PEOPLE AGAINST POLLUTION | ||||||||
| PO BOX 765 | COLUMBIA | MS | 39429 | 640837014 | 501(C)(3) | $25,000 | $0 | PLAN A STATEWIDE SUMMIT TO ESTABLISH AN ENVIRONMENTAL CLIMATE JUSTICE RESOURCE CENTER. |
| CONFLUENCE PHILANTHROPY | ||||||||
| 215 LEXINGTON AVE 10TH FL | NEW YORK | NY | 100166023 | 273018135 | 501(C)(3) | $20,000 | $0 | SUPPORT EDUCATIONAL EVENTS AND TRAININGS FOR FOUNDATIONS AND IMPACT INVESTORS FOCUSED ON SUSTAINABILITY AND JUSTICE. |
| KARUNA FOUNDATION | ||||||||
| 7522 MONARCH ROAD | NIWOT | CO | 80503 | 854026412 | 501(C)(3) | $20,000 | $0 | BACK GRASSROOTS EFFORTS TO PRIORITIZE FOOD SYSTEMS IN ADDRESSING CLIMATE CHANGE |
| THE CRANE INSTITUTE OF SUSTAINABILITY | ||||||||
| PO BOX 983 | ANDOVER | MA | 01810 | 475094692 | 501(C)(3) | $20,000 | $0 | DEVELOP BEST PRACTICE PAPERS FOR SOCIALLY RESPONSIBLE INVESTING FOCUSED ON CLIMATE JUSTICE. |
| JEWISH COMMUNITY CENTERS OF CHICAGO | ||||||||
| 300 REVERE DRIVE | NORTHBROOK | IL | 600621589 | 362167758 | 501(C)(3) | $13,077 | $0 | FUND OUTDOOR PROGRAMS FOR YOUTH AT CAMP CHI |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | ||||||||
| 1995 UNIVERSITY AVENUE SUITE 401 | BERKELEY | CA | 947041058 | 946090626 | 501(C)(3) | $10,000 | $0 | PRESERVE ORAL HISTORIES FROM SIERRA CLUB MEMBERS FOR FUTURE REFERENCE AND LEARNING |
| BIKE PITTSBURGH | ||||||||
| 188 43RD STREET 1 | PITTSBURGH | PA | 152013152 | 364491002 | 501(C)(3) | $10,000 | $0 | FUND EFFORTS TO TRANSFORM STREETS FOR BETTER BIKING AND WALKING ACCESSIBILITY. |
| AUDUBON SOCIETY OF NEW YORK STATE | ||||||||
| 134 COVE ROAD | OYSTER BAY | NY | 11771 | 141698061 | 501(C)(3) | $6,300 | $0 | AID THE THEODORE ROOSEVELT SANCTUARY'S EDUCATIONAL PROGRAM AT LANDING ELEMENTARY SCHOOL IN GLEN COVE, NY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTEES ARE REQUIRED TO SIGN AND RETURN A GRANT AGREEMENT WHICH STATES FUNDS MAY BE SPENT ONLY IN ACCORDANCE WITH THE BUDGET AND PURPOSES AS STATED IN THE APPROVED PROJECT PROPOSAL, THAT NO PORTION OF THE GRANT FUNDS SHALL BE USED TO CARRY ON PROPAGANDA, OR OTHERWISE ATTEMPT TO INFLUENCE LEGISLATION OR THE OUTCOME OF ANY PUBLIC ELECTION EXCEPT AS PERMITTED UNDER THE APPLICABLE GRANT AGREEMENT, OR FOR ANY NON-CHARITABLE, NON-EDUCATIONAL PURPOSES; THAT THE ACTIVITIES SUPPORTED BY THE GRANT ARE CARRIED OUT FOR PUBLIC BENEFIT AND ANY WORK PRODUCTS ASSOCIATED WITH THE GRANT SHOULD BE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUESTS; AND THE FOUNDATION EXAMINES THE GRANTEE'S PROGRESS BY REQUIRING FINANCIAL AND NARRATIVE REPORTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAN CHU | ||||||||||||||
| EXECUTIVE DIRECTOR | $311,706 | $0 | $10,000 | $0 | $600 | $0 | $33,660 | $0 | $37,654 | $0 | $393,620 | $0 | $0 | $0 |
| KEVIN MCGAHAN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $304,968 | $0 | $10,000 | $0 | $600 | $0 | $28,725 | $0 | $40,628 | $0 | $384,921 | $0 | $0 | $0 |
| PEDRO HENRIQUES DA SILVA | ||||||||||||||
| DIRECTOR, SHIFTING TRILLIONS | $240,223 | $0 | $10,000 | $0 | $600 | $0 | $1,600 | $0 | $31,179 | $0 | $283,602 | $0 | $0 | $0 |
| HENRY HOLMES | ||||||||||||||
| SR. DIR, PGRMS/COMP (THRU 12/2/24) | $216,446 | $0 | $10,000 | $0 | $600 | $0 | $24,322 | $0 | $14,030 | $0 | $265,398 | $0 | $0 | $0 |
| AGANA MORENO | ||||||||||||||
| DIRECTOR OF FINANCE | $170,940 | $0 | $8,320 | $0 | $600 | $0 | $19,036 | $0 | $35,769 | $0 | $234,665 | $0 | $0 | $0 |
| JENNIE PALMER | ||||||||||||||
| DIR. OF ADMIN & BOARD RELATIONS | $150,188 | $0 | $5,481 | $0 | $600 | $0 | $16,796 | $0 | $30,352 | $0 | $203,417 | $0 | $0 | $0 |
| TING LEE | ||||||||||||||
| ASST. DIR., PROGRAMS & COMPLIANCE | $106,699 | $0 | $5,020 | $0 | $600 | $0 | $11,486 | $0 | $29,928 | $0 | $153,733 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN CHU | PersonNm |
| Relationship With Org | EXECUTIVE DIRECTOR | RelationshipWithOrgTxt |
| Loan Purpose | SPLIT DOLLAR LIFE INSURANCE POLICY | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $105,000 | OriginalPrincipalAmt |
| Balance Due | $269,434 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $269,434 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 320 | ContributionCnt |
| Noncash Contributions Rpt F990 | $281,746 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 156 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,454,638 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SOFTWARE LICENSES | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $487,732 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 3 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. |
| PART I, LINE 32B: | THE ORGANIZATION USES A THIRD PARTY TO MANAGE THEIR VEHICLE DONATION PROGRAM. CARS, SAN DIEGO, CA MANAGES ALL ASPECTS OF THE PROGRAM, INCLUDING TAX REPORTING AND DEPOSITS NET PROCEEDS DIRECTLY TO THE FOUNDATION'S BANK ACCOUNT. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | VOLUNTEERS INCLUDE BOARD MEMBERS AND PROPERTY MANAGEMENT VOLUNTEERS IN MT. SHASTA FOR SHASTA ALPINE HUT. ESTIMATED BASED ON THE BOARD ROSTERS AND HORSE CAMP COMMITTEE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINAL FORM 990 WAS REVIEWED BY SENIOR STAFF AND AUDIT COMMITTEE WITH THE PAID PREPARERS BY A CONFERENCE CALL AND ALL QUESTIONS WERE ADDRESSED PRIOR TO BEING TRANSMITTED TO THE FULL BOARD BEFORE FILING. ADDITIONALLY, THE 990 WAS REVIEWED BY THE FOUNDATION'S LEGAL COUNSEL BEFORE THE AUDIT COMMITTEE CONFERENCE CALL. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE FURNISHED ANNUALLY WITH A CONFLICT OF INTEREST QUESTIONNAIRE FOR THE PURPOSE OF IDENTIFYING AND REVIEWING TRANSACTIONS OR RELATIONSHIPS THAT HAVE THE POTENTIAL TO LEAD TO CONFLICT OF INTERESTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN ACCORDANCE WITH ORGANIZATION POLICY, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER BASED ON JOB DUTIES, PERFORMANCE AND SALARY SURVEY INFORMATION FROM OTHER COMPARABLE NONPROFIT ORGANIZATIONS AND RECOMMENDS APPROVAL BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S WEBSITE AND UPON REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN SEC. 6104(D). THE FORM 990 IS ALSO AVAILABLE ON GUIDESTAR.ORG. THE FOUNDATION MAKES AVAILABLE COPIES OF ITS ORGANIZING DOCUMENTS AND CONFLICT OF INTEREST POLICIES TO MEMBERS OF THE PUBLIC WHO REQUEST COPIES. |
| FORM 990, PART VI, SECTION B, LINE 16: | THE SIERRA CLUB FOUNDATION HAS INVESTMENTS IN SEVERAL INVESTMENT PARTNERSHIPS THROUGH PRIVATE EQUITY FUNDS. THE PRIMARY PURPOSE OF THE ORGANIZATION'S INVESTMENT IN THE PARTNERSHIPS IS THE PRODUCTION OF INCOME OR APPRECIATION OF PROPERTY. |
| FORM 990, PART IX, LINE 24A, FUNDRAISING REIMBURSEMENT: | IN ACCORDANCE WITH A COST SHARING AGREEMENT BETWEEN THE FOUNDATION AND THE SIERRA CLUB, THE FOUNDATION AGREED TO REIMBURSE THE SIERRA CLUB FOR FUNDRAISING SALARIES AND OTHER FUNDRAISING EXPENSES INCURRED ON BEHALF OF THE FOUNDATION; THE REIMBURSED AMOUNTS ARE REFLECTED AS "FUNDRAISING REIMBURSEMENT" ON THE STATEMENT OF FUNCTIONAL EXPENSES, FORM 990, PART IX. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 323,356. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (33) | ||||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | INVESTMENT | CA | THE SIERRA CLUB FOUNDATION | T | Yes (1) |
| POOLED INCOME FUNDS (2) | ||||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | INVESTMENT | CA | THE SIERRA CLUB FOUNDATION | T | Yes (1) |
| GIFT ANNUITY POOLS (1) | ||||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | INVESTMENT | CA | THE SIERRA CLUB FOUNDATION | T | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |