2015-11-09T12:34:13-08:00 2014-12-31 James Mansuetto CPA 1736 Franklin Street Suite 700 Oakland CA 94612 990 2014-01-01 942579986 California Foundation on the Environment & the Economy CALI 4157881786 Pier 35 The Embarcadero San Francisco CA 94133 Patrick Mason President 2015-11-07 true James Mansuetto P00537971 5107638489 X 2014 2016-04-25 22:37:26Z 2603079 false false X www.cfee.net X 1979 CA SEE SCHEDULE "O" 72 72 7 0 1541017 1539730 313024 245942 116634 -67236 0 1970675 1718436 0 0 596749 642368 0 81327 1233195 1017052 1829944 1659420 140731 59016 2264296 2371789 132526 140876 2131770 2230913 The mission of the California Foundation on the Environment and the Economy is to bring together leadership from the business, labor, community, and environmental sectors with elected and appointed officials in roundtable forums concerning the fundamental environmental and economic infrastrucure issues in California. The participants engage in two day conferences for experts and decision makers focused on educating and developing consensus on complex yet critical issues of the day. The roundtable discussions are designed to maximize the exchange of facts and opinions with one another to learn and ideally find common ground on the complex tradeoffs involved in implementing various public policy options. Working with members of our large and diverse Board of Directors, project participants, and elected officials, CFEE monitors the major issues related to energy, water, transportation infrastructure, and information and communication technolgy (ICT). false false 612708 245942 CFEE conducts travel study projects for state and local elected and appointed officials, labor and environmental leaders, and representatives from the private sector. Study travel projects facilitate the exchange of information between public and private sectors in the US and their foreign counterparts.2014 study travel projects topics were:CanadaThe Foundation led a delegation of California state legislators,environmental, labor and business leaders to explore best practices and technologies from the Canadian experience in the capture, utilization and storage of carbon dioxide(CCS) as part of the energy production process. Working with the Canadian Consulate in San Francisco, the delegation received briefings from public and private officials and conducted site visits to the Boundary Dam Power Station in Saskatchewan as well as the Quest CCS project at the Athabasca Oils Sands in nothern Alberta. The delgation also met with Partnership BC in British Columbia to learn from their experience with alternatie delivery methods for transportation infrastructure.ChileThe Foundation led a delegation of California state legislators, environment, labor and business leaders to meet the political leaders, regulators, government and business leaders in Chile to share California's experience with the development of renewable energy and exchange concepts for mechanisms to develop solar energy in the Atacama Desert in Northern Chile for the residential and commercial use in the more populous south. The delegation also visited the Angamos Battery Energy Storage System and received a briefing and tour of energy storage technology in order to understand the potential for application in California. The delegation was briefed on the Alta Maipo underground hydropower project outside of Santiago to understand the potential for the use of tunnel boring machines for future water infrastructure projects in California. Finally, the delegation met with public officials and private sector executives for a briefing on the track record of infrastructure development in Chile using alternative financing and delivery mechanisms. 611894 213658 CFEE conducts public policy discussion forums to facilitate a free and open exchange of views between top regulatory and elected officials, industry executives, labor, consumer and environmental leaders and academic experts. Conference topics in 2014 included:Roundtable conference on Information and Communications Technology Infrastructure for an Advancing Economy and Future JobsRoundtable conference on California's Transportation Infrastructure: How do We Get to SuccessRoundtable conference on California Water and the Drought Challenges, Actions, and Pragmatic Lessons from Other NationsElectrifying Transportation Workshop: what Can be Done to Bend the Electric Vehicle Adoption Curve in California 1224602 true true false false false false false false false true true false false false false false false false false false false false false false false false false false false true false false false false false false false false true true false false false false false false false false false false false true 6 0 true 7 true false false false false false false false false 0 false false false false false false false false false false X 72 72 false false false false false false false true true false false true true true true true true true true false CA X X Patrick Mason 4157881786 Pier 35 The Embarcadero San Francisco CA 94133 Patrick Johnston Chairman 0.60 0.00 X X 0 0 0 Sheryl Carter Vice-Chr Nor CA 0.60 0.00 X X 0 0 0 Frederick E John Vice-Chr So CA 0.60 0.00 X X 0 0 0 KC Bishop Secretary 0.60 0.00 X X 0 0 0 Jack McNally Treasurer 0.60 0.00 X X 0 0 0 Adienne Alvord Director 0.40 0.00 X 0 0 0 Curt Augustine Director 0.40 0.00 X 0 0 0 J Thomas Baca Director 0.40 0.00 X 0 0 0 Robert Balgenorth Director 0.40 0.00 X 0 0 0 Stephen Berberich Director 0.40 0.00 X 0 0 0 Ellie Booth Director 0.40 0.00 X 0 0 0 Beth A Bowman Director 0.40 0.00 X 0 0 0 John Chillemi Director 0.40 0.00 X 0 0 0 Rachelle Chong Director 0.40 0.00 X 0 0 0 Patricia T Clarey Director 0.40 0.00 X 0 0 0 John J Coffey 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 Martin Daley Director 0.40 0.00 X 0 0 0 Thomas Dalzell Director 0.40 0.00 X 0 0 0 Joseph F Desmond Director 0.40 0.00 X 0 0 0 James Earp Director 0.40 0.00 X 0 0 0 Kathleen Brown Director 0.40 0.00 X 0 0 0 Scott Farris Director 0.40 0.00 X 0 0 0 Victor H Fazio Director 0.40 0.00 X 0 0 0 Christine M Frahm Director 0.40 0.00 X 0 0 0 Grant Davis Director 0.40 0.00 X 0 0 0 Michael Gianunzio Director 0.40 0.00 X 0 0 0 Kassandra F Gough Director 0.40 0.00 X 0 0 0 Laura Harnish 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 Marvin P Kropke 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 Deane Leavenworth Director 0.40 0.00 X 0 0 0 Michael Liikala Director 0.40 0.00 X 0 0 0 Mary Lynch Director 0.40 0.00 X 0 0 0 Robert MacLean Director 0.40 0.00 X 0 0 0 Timothey J McCallion Director 0.40 0.00 X 0 0 0 Carolyn McIntyre Director 0.40 0.00 X 0 0 0 Kenneth P McNeely Director 0.40 0.00 X 0 0 0 Sunne Wright McPeak Director 0.40 0.00 X 0 0 0 Jose Mejia Director 0.40 0.00 X 0 0 0 Peter C Nelson Director 0.40 0.00 X 0 0 0 Eric Pendergraft Director 0.40 0.00 X 0 0 0 Mark A Pisano Director 0.40 0.00 X 0 0 0 James Pope Director 0.40 0.00 X 0 0 0 Dan Richard Director 0.40 0.00 X 0 0 0 Gerald D Secundy 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 Thomas Starrs Director 0.40 0.00 X 0 0 0 Jay Ziegler Director 0.40 0.00 X 0 0 0 Hal Dittmer Director 0.40 0.00 X 0 0 0 Leonard Dorr Director 0.40 0.00 X 0 0 0 Marcie Edwards Director 0.40 0.00 X 0 0 0 Francisco Fernandez 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 Kevin Lynch Director 0.40 0.00 X 0 0 0 Michael McGraw Director 0.40 0.00 X 0 0 0 Al Moro Director 0.40 0.00 X 0 0 0 Meredith Parkin Director 0.40 0.00 X 0 0 0 Andrew Rea Director 0.40 0.00 X 0 0 0 Mary Stutts Director 0.40 0.00 X 0 0 0 Gaddi Vasquez Director 0.40 0.00 X 0 0 0 Derek Walker Director 0.40 0.00 X 0 0 0 Michael Wheeler Director 0.40 0.00 X 0 0 0 Geofrey Yarema Director 0.40 0.00 X 0 0 0 Patrick Mason President & CEO 40.00 0.00 X 204356 0 52528 204356 52528 1 false true false 0 1539730 1539730 Conference revenue 10428 10428 Study travel reimbursemnt 235514 235514 245942 42740 42740 0 0 0 774667 884643 -109976 -109976 -109976 0 0 0 0 1718436 245942 -67236 0 0 0 0 192486 115492 19249 57745 0 280768 126567 154201 75394 36452 28973 9969 58783 32713 16720 9350 34937 17870 12804 4263 0 0 20372 20372 0 0 14861 14861 0 0 10900 7223 3677 0 0 110164 70386 39778 21788 10530 11258 0 0 0 0 17117 11411 5706 11318 7545 3773 Study travel project expense 540815 540815 Conference expense 204256 204256 Consultants 15876 10584 5292 Parking & local transportation 12422 8281 4141 37163 24477 12686 1659420 1224602 353491 81327 0 986039 759343 17500 13500 130722 248199 0 0 0 0 15988 35769 695531 650038 52301 45493 1042061 1249800 0 0 0 19685 19685 2264296 2371789 132526 140876 132526 140876 X 1024582 1216206 522188 429707 585000 585000 2131770 2230913 2264296 2371789 X 59016 40127 X true X false true false X 1709451 1827332 1843246 1541017 1539730 8460776 0 0 1709451 1827332 1843246 1541017 1539730 8460776 917702 7543074 5830 5068 24714 24739 42740 103091 0 203 203 8564070 558966 0.88080 0.87470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1107188 7500 99981 1014707 1058858 122500 74170 1107188 1027576 108000 76718 1058858 1038965 100000 111389 1027576 985000 125000 71035 1038965 0.57600 0.42400 false false false 500606 500606 133128 100035 33093 61797 49397 12400 45493 Part V, Line 4: Intended uses of the endowment fund. Income from the permanently restricted endowment fund of $ 585,000 is available for transfer to unrestricted net assets under the terms of the endowment, however, to date there have been no distributions of cash or securities from the investment accounts.Income from the temporarily restricted portion of the endowment fund of $ 400,000 is also available for transfer to unrestricted net assets, however to date all income earned by the temporarily restricted endowmment fund has been retained in the fund. As of December 31, 2014, $ 400,000 of temporarily restricted net assets could be applied toward expenses associated with the development of additional executive staff or other long term projects subject to board approval. CFEE received grants of $125,000, $100,000, 100,000 and $ 100,000 from the Edison Foundation in 2010, 2011, 2012, and 2013 respectively, to be applied solely toward compensation expense for a public policy intern program initiated by CFEE in 2010. The Edison Foundation grant was not renewed for 2014, however, $ 2,500 for the intern program was received during 2014 from other contributers. $ 82,481 was expended in 2014 in connection with the intern program. A balance of $19,707 of unexpended funds for the intern program is included in temporarily restricted net assets as of December 31, 2014. The remaining $ 10,000 of temporarily restricted net assets as of December 31, 2014 reflects sponsorships to be applied toward 2015 conferences. X true true X X X X false false false false false false false false false false Patrick Mason President & CEO 174486 18000 11870 33230 19298 256884 Part I, Line 1a: Relevant information in regards to selections on 1a. PJ Johnston Son of Director 5000 Consulting services false Patrick Mason President 298 Office expenses false Form 990, Part VI, Line 11b: Form 990 Review Process A draft of the form is reviewed at the annual meeting of the Executive Committee of the Board of Directors. The draft approved by the Executive Committee is then 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 Unrealized gains on investments = $40127