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Nonprofiteer
← CALIFORNIA FORWARD ACTION FUND

Form 990 for tax year 2022

Filed by CALIFORNIA FORWARD ACTION FUND.

Totals

Total revenue
$410,000
Total expenses
$381,542
Contributions and grants received
$410,000
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$128,238
Total liabilities, end of year
$42,667
Net assets or fund balances, end of year
$85,571
Program services expenses (Part IX)
$303,782
Management and general expenses
$76,911
Fundraising expenses
$849
Program service expenses (Part III)
$303,782

Program services were 79.6% 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.

  • 1d · Related organizations

    $213,000

  • 1e · Government grants (contributions)

    $5,000

  • 1f · All other contributions, gifts and grants

    $192,000

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $113 · management and general $113

  • 11b · Fees: legal

    total $4,657 · management and general $4,657

  • 11c · Fees: accounting

    total $3,000 · management and general $3,000

  • 11d · Fees: lobbying

    total $110,065 · program services $110,065

  • 13 · Office expenses

    total $2,700 · management and general $2,700

  • 23 · Insurance

    total $2,930 · management and general $2,930

  • 24a · Other expenses: REIMBURSEMENT OF PAYROL

    total $210,046 · program services $146,535 · management and general $63,511

  • 24b · Other expenses: PROGRAM ACTIVITY

    total $44,498 · program services $43,649 · fundraising $849

  • 24c · Other expenses: COMMUNICATIONS/ CONTING

    total $3,533 · program services $3,533

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $30,877 · end of year $45,178

  • 3 · Pledges and grants receivable

    beginning of year $33,306 · end of year $80,005

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,930 · end of year $3,055

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,000 · end of year $42,667

  • 27 · Net assets without donor restrictions

    beginning of year $57,113 · end of year $85,571

Mission and programs · 2022

Mission

THE CALIFORNIA FORWARD ACTION FUND STRIVES TO IMPROVE THE QUALITY OF LIFE FOR ALL CALIFORNIANS BY ADVOCATING FOR POLICIES THAT CREATE INCLUSIVE, SUSTAINABLE GROWTH AND IMPROVED GOVERNMENT AT THE STATE AND LOCAL LEVELS. THE ACTION FUND IS THE ADVOCACY ARM OF CALIFORNIA FORWARD (CA FWD).

Activities or mission (Part I)

TO PURSUE REFORMS OF CALIFORNIA'S POLITICAL SYSTEM THROUGH LEGISLATION AND INITIATIVES.

  • PROVIDED ADVOCACY FOR COLLECTIVE ACTION, ECONOMIC DEVELOPMENT, WORKFORCE, HOUSING, WILDFIRE, INFRASTRUCTURE. ADVOCATED FOR STATEWIDE INITIATIVES AND INVESTMENTS OF $1-5 BILLION ANNUALLY TO DEVELOP RESOURCES, CAPACITY AND A REGULATORY ENVIRONMENT.

    Expenses $279,479

  • REGIONAL LEADERSHIP DEVELOPMENT: ADVOCATED FOR REGIONAL LEADERS, CALIFORNIA STEWARDSHIP NETWORK, CAFWD'S YOUNG LEADERS ADVISORY COUNCIL, AND BECKY MORGAN STEWARD PROGRAM.

    Expenses $24,303

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Paul Granillo

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Jennifer Hernandez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Dave Regan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Bill Shireman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael Wiafe

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Roger Dickenson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Micah Weinberg

    PRESIDENT & CEO (TERM 6/14/23)

    Total calculated
    $333,696
    From this org
    $0
    From related orgs
    $303,214
    Other
    $30,482
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,231 related
    Bonus
    $0 + $54,983 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $30,482 related
    Filer's total
    $0 + $333,696 related

  • Ismael Herrera

    PRESIDENT & CEO (ELECTED 6/14/23)

    Total calculated
    $166,120
    From this org
    $0
    From related orgs
    $142,682
    Other
    $23,438
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $141,682 related
    Bonus
    $0 + $1,000 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $23,438 related
    Filer's total
    $0 + $166,120 related

  • Susan Lovenburg

    SECRETARY/TREASURER (TERM 6/26)

    Total calculated
    $119,632
    From this org
    $0
    From related orgs
    $99,021
    Other
    $20,611
    Hours/week
    3 + 40 related

  • Lauren Jeglinski

    SECRETARY (ELECTED 6/26)

    Total calculated
    $92,550
    From this org
    $0
    From related orgs
    $78,692
    Other
    $13,858
    Hours/week
    3 + 40 related

  • David Nelson

    EXECUTIVE DIRECTOR

    Total calculated
    $44,717
    From this org
    $0
    From related orgs
    $35,893
    Other
    $8,824
    Hours/week
    40 + 3 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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION IS PAID BY OUR RELATED ORGANIZATION, CALIFORNIA FORWARD. THE BOARD OF DIRECTORS SETS THE SALARY OF THE PRESIDENT/CEO BASED ON A REVIEW OF WHAT COMPARABLE ORGANIZATIONS PAY COMPARABLY-QUALIFIED INDIVIDUALS FOR SIMILAR TASKS. ALL OTHER SALARIES ARE SET BY THE PRESIDENT/CEO. PERIODICALLY, THE PRESIDENT/CEO MAY REVIEW SALARIES FOR ALL POSITIONS AND UTILIZE STATISTICS ABOUT NON-PROFIT COMPENSATION TO ENSURE THAT CA FWD REMAINS COMPETITIVE IN ITS COMPENSATION PRACTICES. THIS WAS LAST PERFORMED IN 2023.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202431359349312073

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