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← CLIMATE UNITED FUND

Form 990 for tax year 2023

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This return was superseded by a later amendment.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 2023 , filed 30 April 2025. matched by us Only the Part I totals and the names listed in Part VII 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
$546,901 changed to $1,301,618
Total expenses
$451,344 changed to $751,344
Contributions and grants received
$543,698 changed to $1,298,415
Grants paid
$0 changed to $300,000
Total liabilities, end of year
$462,204 changed to $7,487
Net assets or fund balances, end of year
$95,557 changed to $550,274
Program services expenses
$329,694 changed to $630,042
Management and general expenses
$121,650 changed to $121,302
Program service expenses (Part III)
$329,694 changed to $630,042

Listed only on the later return

  • Elizabeth Bafford
  • Emmeline Liu

Listed under a different title

  • Jennifer Pryce: BOARD MEMBER then PRESIDENT/CEO (OUTGOING 2023)

Totals

Total revenue
$546,901
Total expenses
$451,344
Contributions and grants received
$543,698
Grants paid
$0
Program service revenue
$0
Investment income
$3,203
Other revenue
$0
Total assets, end of year
$557,761
Total liabilities, end of year
$462,204
Net assets or fund balances, end of year
$95,557
Program services expenses (Part IX)
$329,694
Management and general expenses
$121,650
Fundraising expenses
$0
Program service expenses (Part III)
$329,694

Program services were 73.0% 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

    $98,415

  • 1f · All other contributions, gifts and grants

    $445,283

  • 3 · Investment income

    total $3,203 · excluded $3,203

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $120,521 · management and general $120,521

  • 11g · Fees: other

    total $323,023 · program services $323,023

  • 13 · Office expenses

    total $433 · management and general $433

  • 17 · Travel

    total $6,671 · program services $6,671

  • 24a · Other expenses: TAXES & LICENSES

    total $696 · management and general $696

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $557,761

  • 17 · Accounts payable and accrued expenses

    end of year $6,205

  • 19 · Deferred revenue

    end of year $454,717

  • 25 · Other liabilities

    beginning of year $0 · end of year $1,282

  • 27 · Net assets without donor restrictions

    end of year $95,557

Mission and programs · 2023

Mission

DEMONSTRATING THE BENEFITS OF THE CLEAN ENERGY TRANSITION THROUGH INVESTMENTS IN THE PROGRAM'S THREE PRIORITY AREAS, DISTRIBUTED POWER GENERATION AND STORAGE, BUILDING DECARBONIZATION, AND ELECTRIC TRANSPORTATION.

  • 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 $329,694

As filed on the 2023 return.

Listed in Part VII

  • Jennifer Pryce

    BOARD MEMBER

    Total calculated
    $605,529
    From this org
    $0
    From related orgs
    $548,696
    Other
    $56,833
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $427,280 related
    Bonus
    $0 + $121,056 related
    Other
    $0 + $360 related
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $30,433 related
    Filer's total
    $0 + $605,529 related

  • Derek Strocher

    CHIEF FINANCIAL OFFICER

    Total calculated
    $497,472
    From this org
    $0
    From related orgs
    $445,240
    Other
    $52,232
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $364,880 related
    Bonus
    $0 + $80,000 related
    Other
    $0 + $360 related
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $25,832 related
    Filer's total
    $0 + $497,472 related

  • Bart Harvey

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

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

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.

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

    INVESMENT MANAGEMENT · MD

  • FPIF FEEDER FACILITY LP

    INVESMENT MANAGEMENT · MD

  • IMPACTASSETS FUNDED GUARANTEE LP

    INVESMENT MANAGEMENT · MD

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • COMMUNITY INVESTMENT PARTNERS INC

    C · PROMOTION OF COMMUNITY INVESTMENT · MD · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
19 August 2024
IRS schema version
2023v5.1
Source object
202422329349301377

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