- Revenue 2024
- $1,943,370
- Expenses 2024
- $1,550,018
Program services were 85.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- W20
- Classification
- 2000
- Street
- 1611 SYCAMORE AVE UNIT 5369
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
CA FWD DRIVES ACTION TO IDENTIFY SOLUTIONS THAT CAN BE TAKEN TO SCALE TO MEET THE CHALLENGES THE STATE IS FACING. THE ORGANIZATION IS DRIVEN BY THE BELIEF THAT REGIONAL SOLUTIONS ACROSS THE STATE WILL HELP ENSURE ECONOMIC, ENVIRONMENTAL, AND SOCIAL PROSPERITY.
Activities or mission (Part I)
CALIFORNIA FORWARD (CA FWD) BRINGS PEOPLE TOGETHER ACROSS REGIONS TO IMPROVE GOVERNMENT AND CREATE RESILIENT GROWTH STATEWIDE.
-
REGIONAL ACTION AND METRICS:CA FWD SUPPORTED REGIONAL ECONOMIC DEVELOPMENT ACTIVITIES ACROSS THE STATE, INCLUDING THROUGH THE CALIFORNIA JOBS FIRST PROGRAM, AND HOSTED ITS ANNUAL CALIFORNIA ECONOMIC SUMMIT WITH REGIONAL PARTNERS IN SACRAMENTO.
Expenses $869,531 · Revenue $243,337
-
REGIONAL LEADERSHIP DEVELOPMENT:CA FWD SUPPORTED PEER EXCHANGES AND ORGANIZATIONAL DEVELOPMENT FOR THE CALIFORNIA STEWARDSHIP NETWORK, AN ALLIANCE OF REGIONAL ECONOMIC DEVELOPMENT ORGANIZATIONS AND COMMUNITY FOUNDATIONS, AND ALSO FOSTERED NEW REGIONAL LEADERSHIP ACROSS THE STATE THROUGH ITS YOUNG LEADERS AND BECKY MORGAN STEWARD LEADERSHIP PROGRAMS.
Expenses $178,541
-
ECONOMIC DEVELOPMENT, FISCAL RESILIENCE, ENERGY TRANSITION:CAFWD DEVELOPED POLICY STRATEGIES AND PROGRAM IMPLEMENTATION IN THE CORE AREAS OF ENERGY TRANSITION AND FISCAL RESILIENCE, IN SUPPORT OF ITS BROADER GOALS OF ECONOMIC DIVERSIFICATION AND OVERALL ECONOMIC RESILIENCE ACROSS THE STATE OF CALIFORNIA; THIS WORK INCLUDED WORKING TO STRENGTHEN COMMUNICATION AND COLLABORATION BETWEEN INDUSTRY PARTNERS, REGIONAL LEADERS, AND STATE GOVERNMENT.
Expenses $277,747 · Grants $13,000 · Revenue $154,885
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Catherine BakerCATHERINE BAKER
CO-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Gustavo HerreraGUSTAVO HERRERA
CO-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey WallaceJEFFREY WALLACE
BOARD MEMBER - VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Jordan CunninghamJORDAN CUNNINGHAM
BOARD MEMBER - VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Caroline WhistlerCAROLINE WHISTLER
BOARD MEMBER - TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Patrick JonesPATRICK JONES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John ChiangJOHN CHIANG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lenny MendoncaLENNY MENDONCA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ashley SwearenginASHLEY SWEARENGIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Chet HewittCHET HEWITT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ej MilkenEJ MILKEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Connie Perez-AndreesenCONNIE PEREZ-ANDREESEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bob GutierrezBOB GUTIERREZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mona Pasqiull RodgersMONA PASQIULL RODGERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Alysia BellALYSIA BELL
CSN BOARD MEMBER - NON VOTING
- Total calculated
- $0
- Hours/week
- 1
-
Michelle DeckerMICHELLE DECKER
CSN BOARD MEMBER - NON-VOTING
- Total calculated
- $0
- Hours/week
- 1
-
Kate Gordon As Of 52024KATE GORDON AS OF 52024
PRESIDENT & CEO - NON-VOTING
- Total calculated
- $149,869
- From this org
- $147,569
- From related orgs
- $0
- Other
- $2,300
- Hours/week
- 40 + 3 related
-
Ismael Herrera Thru 51924ISMAEL HERRERA THRU 51924
EXECUTIVE DIRECTOR - NON-VOTING
- Total calculated
- $196,324
- From this org
- $184,026
- From related orgs
- $0
- Other
- $12,298
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $179,026
- Bonus
- $5,000
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $12,298
- Filer's total
- $196,324
-
Sarah WalshSARAH WALSH
DIRECTOR - COMMUNICATIONS
- Total calculated
- $126,877
- From this org
- $115,008
- From related orgs
- $0
- Other
- $11,869
- Hours/week
- 40
-
Selina WilliamsSELINA WILLIAMS
CONTROLLER - FINANCE
- Total calculated
- $155,270
- From this org
- $132,364
- From related orgs
- $0
- Other
- $22,906
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $132,364
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $22,906
- Filer's total
- $155,270
-
Annalisa WurmANNALISA WURM
DIRECTOR- REGIONS
- Total calculated
- $133,205
- From this org
- $115,008
- From related orgs
- $0
- Other
- $18,197
- Hours/week
- 40
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $1,943,370
- Expenses
- $1,550,018
- Contributions
- $1,543,652
- Grants paid
- $13,000
-
2023
- Revenue
- $2,050,468
- Expenses
- $3,321,782
- Contributions
- $1,444,638
- Grants paid
- $682
-
2022
- Revenue
- $2,661,042
- Expenses
- $4,762,678
- Contributions
- $2,171,316
- Grants paid
- $213,000
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $6,989,171
- Expenses
- $4,660,426
- Assets (EOY)
- $4,041,269
-
2020 · 990
- Revenue
- $1,928,668
- Expenses
- $2,863,337
- Assets (EOY)
- $2,278,761
-
2019 · 990
- Revenue
- $2,515,467
- Expenses
- $3,184,894
- Assets (EOY)
- $2,564,900
-
2018 · 990
- Revenue
- $4,548,441
- Expenses
- $2,140,152
- Assets (EOY)
- $3,140,437
-
2017 · 990
- Revenue
- $2,673,084
- Expenses
- $2,632,089
- Assets (EOY)
- $831,352
-
2016 · 990
- Revenue
- $2,152,693
- Expenses
- $2,741,636
- Assets (EOY)
- $839,857
-
2015 · 990
- Revenue
- $931,357
- Expenses
- $2,436,530
- Assets (EOY)
- $1,394,950
-
2014 · 990
- Revenue
- $3,352,478
- Expenses
- $3,023,546
- Assets (EOY)
- $2,909,098
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.
Form 990-N e-Postcard, tax year 2007
- Tax period
- 1 July 2007 to 30 June 2008
- Principal officer
-
Jim Mayer
- Mailing address
- 1510 J Street Suite 135Sacramento CA 95814
As filed, from the IRS e-Postcard file of 9 November 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.
Grants made
-
CALIFORNIA FORWARD ACTION FUND
$213,000
2022 PROGRAM AND MANAGEMENT OPERATIONS - NON PARTISAN ADVOCACY.
-
CALIFORNIA FORWARD ACTION FUND
$12,000
2024 PROGRAM AND MANAGEMENT OPERATIONS - NON PARTISAN ADVOCACY.
Grants received
-
SILICON VALLEY COMMUNITY FOUNDATION
$160,000
2024 Community Development
-
SILICON VALLEY COMMUNITY FOUNDATION
$150,000
2022 Community Development
-
2023 LEADERSHIP DEVELOPMENT
-
$50,000
2022 PUBLIC, SOCIETAL BENEFIT
-
2024 GENERAL SUPPORT
-
2023 For grant recipient's exempt purposes
-
2023 GENERAL SUPPORT
-
$25,000
2024 BUILDING ECONOMIC POWER
-
$25,000
2024 TO HELP BUILD A NEW CALIFORNIA ECONOMY THAT IS RESILIENT, SUSTAINABLE, AND INCLUSIVE.
-
$25,000
2023 Program Support
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
CALIFORNIA FORWARD ACTION FUND
501(C)(4) · PROMOTES GOVERNMENTAL REFORMS IN CALIFORNIA THROUGH LOBBYING · CA
Declared as related by
-
CALIFORNIA FORWARD ACTION FUND
On its 2022 return
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.