Form 990 for tax year 2024
Filed by CLIMATE UNITED FUND.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2024 , filed 20 July 2026. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $466,110 changed to $48,862,682
- Total expenses
- $1,829,410 changed to $27,766,639
- Contributions and grants received
- $450,000 changed to $46,909,167
- Grants paid
- $325,881 changed to $12,702,595
- Investment income
- $16,110 changed to $1,735,440
- Other revenue
- $0 changed to $218,075
- Total assets, end of year
- $1,298,287 changed to $7,023,978,887
- Total liabilities, end of year
- $2,111,313 changed to $7,003,695,870
- Net assets or fund balances, end of year
- -$813,026 changed to $20,283,017
- Program services expenses
- $1,008,517 changed to $19,416,361
- Management and general expenses
- $812,935 changed to $8,299,745
- Fundraising expenses
- $7,958 changed to $50,533
- Program service expenses (Part III)
- $1,008,517 changed to $19,416,361
Listed only on the earlier return
- Frederick B Bart Harvey IIIFREDERICK B BART HARVEY III
Listed only on the later return
- Anthony CostelloANTHONY COSTELLO
- Cortney MukushiCORTNEY MUKUSHI
- Deborah BurandDEBORAH BURAND
- Kevin FanfoniKEVIN FANFONI
- Krystal LangholzKRYSTAL LANGHOLZ
- Michael GrossmanMICHAEL GROSSMAN
- Stephanie SeibergSTEPHANIE SEIBERG
Listed under a different title
- Andrew MarinoANDREW MARINO: DIRECTOR then DIRECTOR (UNTIL 02/25)
- Brendan HerronBRENDAN HERRON: DIRECTOR then DIRECTOR (UNTIL 12/24)
- Elizabeth BaffordELIZABETH BAFFORD: PRESIDENT/CEO then CEO AND PRESIDENT
- Emmeline LiuEMMELINE LIU: SECRETARY/GENERAL COUNSEL then GENERAL COUNSEL
- Jennifer PryceJENNIFER PRYCE: DIRECTOR/CHAIR (AS OF 06/24) then DIRECTOR/CHAIR
Totals
- Total revenue
- $466,110
- Total expenses
- $1,829,410
- Contributions and grants received
- $450,000
- Grants paid
- $325,881
- Program service revenue
- $0
- Investment income
- $16,110
- Other revenue
- $0
- Total assets, end of year
- $1,298,287
- Total liabilities, end of year
- $2,111,313
- Net assets or fund balances, end of year
- -$813,026
- Program services expenses (Part IX)
- $1,008,517
- Management and general expenses
- $812,935
- Fundraising expenses
- $7,958
- Program service expenses (Part III)
- $1,008,517
Program services were 55.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$450,000
-
3 · Investment income
total $16,110 · excluded $16,110
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $325,881 · program services $325,881
-
7 · Other salaries and wages
total $634,998 · program services $386,584 · management and general $240,456 · fundraising $7,958
-
11a · Fees: management
total $45,009 · program services $26,625 · management and general $18,384
-
11b · Fees: legal
total $347,943 · program services $5,954 · management and general $341,989
-
11c · Fees: accounting
total $30,870 · management and general $30,870
-
11g · Fees: other
total $227,110 · program services $167,467 · management and general $59,643
-
12 · Advertising and promotion
total $10,000 · management and general $10,000
-
13 · Office expenses
total $79,912 · program services $42,226 · management and general $37,686
-
17 · Travel
total $30,153 · program services $24,976 · management and general $5,177
-
19 · Conferences, conventions and meetings
total $37,988 · program services $25,452 · management and general $12,536
-
23 · Insurance
total $53,833 · management and general $53,833
-
24a · Other expenses: EQUIPMENT AND SOFTWARE
total $5,703 · program services $3,352 · management and general $2,351
-
24b · Other expenses: REGISTRATION FEES
total $10 · management and general $10
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $557,761 · end of year $706,120
-
9 · Prepaid expenses and deferred charges
end of year $592,167
-
17 · Accounts payable and accrued expenses
beginning of year $6,205 · end of year $1,456,942
-
25 · Other liabilities
beginning of year $1,282 · end of year $654,371
-
27 · Net assets without donor restrictions
beginning of year $100,389 · end of year -$1,246,805
-
28 · Net assets with donor restrictions
beginning of year $449,885 · end of year $433,779
Mission and programs · 2024
Mission
DEMONSTRATING THE BENEFITS OF THE CLEAN ENEGY TRANSITION THROUGH INVESTMENTS IN THREE PRIORITY AREAS - DISTRIBUTED POWER GENERATION AND STORAGE, BUILDING DECARBONIZATION AND ELECTRIC TRANSPORTATION.
Activities or mission (Part I)
SUPPORT THE CLEAN ENERGY TRANSITION THROUGH INVESTING IN PROJECTS AND BUILDING MARKETS.
-
THE ORGANIZATION PROVIDES GRANTS, LOANS AND OTHER FORMS OF FINANCIAL ASSISTANCE TO ENABLE LOW INCOME AND DISADVANTAGED COMMUNITIES TO DEPLOY OR BENEFIT FROM ZERO EMISSION TECHNOLOGIES.
Expenses $1,008,517 · Grants $325,881
As filed on the 2024 return.
Listed in Part VII
-
Jennifer PryceJENNIFER PRYCE
DIRECTOR/CHAIR (AS OF 06/24)
- Total calculated
- $0
- Hours/week
- 1
-
Frederick B Bart Harvey IIIFREDERICK B BART HARVEY III
DIRECTOR/CHAIR (UNTIL 06/24)
- Total calculated
- $0
- Hours/week
- 1
-
Phil AngelidesPHIL ANGELIDES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Meesha BrownMEESHA BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Martin D EakesMARTIN D EAKES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rafael E CesteroRAFAEL E CESTERO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Crystal GermanCRYSTAL GERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brendan HerronBRENDAN HERRON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dolores HuertaDOLORES HUERTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mindy LubberMINDY LUBBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andrew MarinoANDREW MARINO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sadie McKeownSADIE MCKEOWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Harold PettigrewHAROLD PETTIGREW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lori Lea Pourier Ogala LakotaLORI LEA POURIER OGALA LAKOTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Renee SattiewhiteRENEE SATTIEWHITE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Patrice WilloughbyPATRICE WILLOUGHBY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth BaffordELIZABETH BAFFORD
PRESIDENT/CEO
- Total calculated
- $0
- Hours/week
- 40
-
Emmeline LiuEMMELINE LIU
SECRETARY/GENERAL COUNSEL
- Total calculated
- $0
- Hours/week
- 20 + 20 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
GENERAL SUPPORT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · INVESTMENT MANAGEMENT · MD
-
501(C)(3) · INVESTMENT MANAGEMENT · DE
-
501(C)(3) · INVESTMENT MANAGEMENT · DE
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
EQUITY FOR IMPACT LP
N/A · INVESTMENT MANAGEMENT · DE
-
FPIF FEEDER FACILITY LP
N/A · INVESTMENT MANAGEMENT · DE
-
IMPACTASSETS FUNDED GUARANTEE LP
N/A · INVESTMENT MANAGEMENT · DE
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
COMMUNITY INVESTMENT PARTNERS INC
C · PROMOTION OF COMMUNITY INVESTMENT · MD
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 23 May 2025
- IRS schema version
- 2024v5.1
- Source object
- 202541439349300934
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