Calcef Catalyst: Nonprofit Profile, Financials & Form 990 (EIN 46-2102162)

Revenue by fiscal year
FY2020	$256K
FY2021	$105K
FY2022	$1.7M
FY2023	$136K

Expenses by fiscal year
FY2020	$245K
FY2021	$231K
FY2022	$237K
FY2023	$138K

Net assets by fiscal year
FY2020	−$1.2M
FY2021	−$1.3M
FY2022	$102K
FY2023	$0

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation

Julie Blunden

Board Chair

$0Pt VII · Sec A

Michel Gelobter

Board Member

$0Pt VII · Sec A

Mark Hartney

Board Member-Secretary

$0Pt VII · Sec A

Bernie Kotlier

Board Member-Treasurer

$0Pt VII · Sec A

Danny Kennedy

Executive Director

$0Pt VII · Sec A

Christina Borsum

CFO

$0Pt VII · Sec A

Grace Nitafan

Controller

$0Pt VII · Sec A

See Calcef Catalyst executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides ongoing support and manages the EV and battery challenge for CalCharge members.

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1 program · in their own filed words · FY2023

01

Continued services to members and stakeholders of calcharge, a public private partnership working to accelerate the development, commercialization, and adoption of new energy storage technologies for the consumer, transportation, and grid markets.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2022

California Clean Energy FundFY2022$1.5M

Total grants receivedfrom 1 funder$1.5M

By the numbers

The FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$136K

Ln 12

Fees for servicesLn 2g$136K

Money outPt IX

$138K

Ln 25

Owns and owesPt X

$0

net assets · Ln 32

Total assetsLn 16$0

LiabilitiesLn 26$0

PeoplePt VI, VII

7

listed · VII A

PaidVII A0

Voting boardVI 1a4

IndependentVI 1b4

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$136K

Total revenueLn 12$136K

Assets in detailPt X, end of year

CashLn 1$0

SavingsLn 2$0

InvestmentsLn 11–13$0

Land, buildings, equipmentLn 10c$0

Other assetsLn 15$0

Total assetsLn 16$0

LiabilitiesLn 26$0

Net assetsLn 32$0

OperationsPt I, VI

EmployeesI 50

VolunteersI 64

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$247K	$0
InvestmentsLn 11–13		$0
Land, buildings, equipmentLn 10c	$0	$0
Total assetsLn 16	$247K	$0
LiabilitiesLn 26	$145K	$0
Net assetsLn 32	$102K	$0

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$4K
Other salaries and wagesLn 7	$46K
Other employee benefitsLn 9	$3K
Payroll taxesLn 10	$5K
Legal feesLn 11b	$302
Accounting feesLn 11c	$5K
Other fees for servicesLn 11g	$58K
Office expensesLn 13	$266
Information technologyLn 14	$4K
OccupancyLn 16	$6K
TravelLn 17	$3K
Conferences, conventions and meetingsLn 19	$199
InsuranceLn 23	$409
Other expenses (24a–d)Ln 24	$2K
Total functional expensesLn 25	$138K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2023 Latest ViewingFiled with the IRS Nov 15, 2024	$136K	$138K	−$2K	$0	990 PDF
FY2022Filed with the IRS Nov 15, 2023	$1.7M	$237K	$1.4M	$102K	990 PDF
FY2021Filed with the IRS Nov 15, 2022	$105K	$231K	−$126K	−$1.3M	990 PDF
FY2020Filed with the IRS Nov 13, 2021	$256K	$245K	$11K	−$1.2M	990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations

See the full FY2023 990 (6 parts)

Part I · Summary $136,000 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $1,462,125$0

I-9 Program service revenuePrior year $225,000$136,000

I-10 Investment incomePrior year $0$0

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $1,687,125$136,000

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $139,681$58,449

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $97,579$79,509

I-18 Total expensesPrior year $237,260$137,958

I-19 Revenue less expensesPrior year $1,449,865−$1,958

Part VI · Governance 4 of 4 board members independent, no flags

VI-1a Voting members of the governing body4

VI-1b Independent voting members4

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $136,000 across 2 lines filed

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $136,000$136,000

VIII-12 Total revenueRelated to mission $136,000 · Unrelated business $0 · Excluded from tax $0$136,000

Part IX · Statement of functional expenses $137,958 across 14 lines filed

IX-5 Pay of current officers, directors and key staff$4,451

IX-7 Other salaries and wages$45,959

IX-9 Other employee benefits$3,369

IX-10 Payroll taxes$4,670

IX-11b Legal fees$302

IX-11c Accounting fees$4,808

IX-11g Other fees for services$57,966

IX-13 Office expenses$266

IX-14 Information technology$4,191

IX-16 Occupancy$5,985

IX-17 Travel$3,278

IX-19 Conferences, conventions and meetings$199

IX-23 Insurance$409

IX-24 Other expenses (24a–d)$2,105

IX-25 Total functional expenses$137,958

Part X · Balance sheet $0 assets, 19 lines filed

X-1 Cash, non-interest-bearingStart of year $247,065$0

X-2 Savings and temporary cash investments$0

X-3 Pledges and grants receivable$0

X-4 Accounts receivable$0

X-8 Inventories for sale or use$0

X-9 Prepaid expenses and deferred charges$0

X-10c Land, buildings and equipment, netStart of year $0$0

X-11 Publicly traded securities$0

X-12 Other securities$0

X-13 Program-related investments$0

X-14 Intangible assets$0

X-15 Other assets$0

X-16 Total assetsStart of year $247,065$0

X-17 Accounts payable and accrued expensesStart of year $139$0

X-25 Other liabilitiesStart of year $40,264$0

X-26 Total liabilitiesStart of year $145,403$0

X-27 Net assets without donor restrictionsStart of year $101,662$0

X-32 Total net assets or fund balancesStart of year $101,662$0

X-33 Total liabilities and net assetsStart of year $247,065$0

Part XI · Reconciliation of net assets $0 net assets at year end

XI-1 Total revenue$136,000

XI-2 Total expenses$137,958

XI-3 Revenue less expenses−$1,958

XI-4 Net assets at start of year$101,662

XI-8 Prior period adjustments−$195

XI-9 Other changes in net assets−$99,509

XI-10 Net assets at end of year$0

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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Calcef Catalyst

Before you give

Is it real?

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Calcef Catalyst

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV