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Calcef Catalyst FY2020 filing

Oakland, CAUnknown exempt organization EIN 46-2102162Revenue $256K in FY2020Latest return filed Nov 15, 2024

On file with the IRS436 14th Street Suite 1220 · Oakland, CA

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Continued services to members of calcharge and manage the ev and battery challenge

Mission: Form 990 Part I, line 1

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average surplus $333K a year · 61% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Cash reserves
11 mo
of spending, in cash
Looks good: 11.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1.5M
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.5M
517% of total assets
Concern: liabilities are 517% of assets; over 80%.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$256K
Spent
$245K
Net assets
−$1.2M
By yearFY2020–FY2023
Revenue
$256K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$256K
FY2021$105K
FY2022$1.7M
FY2023$136K
Expenses
$245K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$245K
FY2021$231K
FY2022$237K
FY2023$138K
Net assets
−$1.2M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020−$1.2M
FY2021−$1.3M
FY2022$102K
FY2023$0

From the FY2020 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2023) →

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-Treasurer
$0Pt VII · Sec A
Bernie Kotlier
Board Member-Secretary
$0Pt VII · Sec A
Danny Kennedy
Executive Director
$0Pt VII · Sec A
$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.

Questions for Calcef Catalyst

Tap to ask. Calcef Catalyst sees how many people are interested.

Your first name shows with your question. Calcef Catalyst answers here, for everyone.

1 program · in their own filed words · FY2020
01

Continued services to members 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 FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$256K
Ln 12
Fees for servicesLn 2g$251K
Other incomeLn 4–11$5K
Money outPt IX
$245K
Ln 25
Owns and owesPt X
−$1.2M
net assets · Ln 32
Cash and savingsLn 1–2$228K
Total assetsLn 16$293K
LiabilitiesLn 26$1.5M
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$251K
Other incomeLn 4–11$5K
Total revenueLn 12$256K
Assets in detailPt X, end of year
CashLn 1$228K
Cash and savings togetherLn 1–2$228K
Accounts receivableLn 4$65K
Total assetsLn 16$293K
LiabilitiesLn 26$1.5M
Net assetsLn 32−$1.2M
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
LineStart FY20End FY20
Cash and savingsLn 1–2$78K$228K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$78K$293K
LiabilitiesLn 26$1.3M$1.5M
Net assetsLn 32−$1.2M−$1.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$15K
Other salaries and wagesLn 7$91K
Other employee benefitsLn 9$8K
Payroll taxesLn 10$8K
Legal feesLn 11b$487
Accounting feesLn 11c$8K
Other fees for servicesLn 11g$84K
Office expensesLn 13$13K
Information technologyLn 14$509
OccupancyLn 16$10K
TravelLn 17$188
Conferences, conventions and meetingsLn 19$1K
InsuranceLn 23$2K
Other expenses (24a–d)Ln 24$2K
Total functional expensesLn 25$245K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 LatestFiled 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
FY2020 ViewingFiled 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 FY2020 990 (6 parts)
Part I · Summary $255,880 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $0$251,000
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$4,880
I-12 Total revenuePrior year $0$255,880
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 $0$123,352
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $0$121,995
I-18 Total expensesPrior year $0$245,347
I-19 Revenue less expensesPrior year $0$10,533
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 $255,880 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $251,000$251,000
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $4,880$4,880
VIII-12 Total revenueRelated to mission $255,880 · Unrelated business $0 · Excluded from tax $0$255,880
Part IX · Statement of functional expenses $245,347 across 14 lines filed
IX-5 Pay of current officers, directors and key staff$15,268
IX-7 Other salaries and wages$91,481
IX-9 Other employee benefits$8,304
IX-10 Payroll taxes$8,299
IX-11b Legal fees$487
IX-11c Accounting fees$8,321
IX-11g Other fees for services$84,356
IX-13 Office expenses$13,446
IX-14 Information technology$509
IX-16 Occupancy$9,714
IX-17 Travel$188
IX-19 Conferences, conventions and meetings$1,158
IX-23 Insurance$1,712
IX-24 Other expenses (24a–d)$2,104
IX-25 Total functional expenses$245,347
Part X · Balance sheet $292,844 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $78,272$227,614
X-4 Accounts receivableStart of year $0$65,230
X-10c Land, buildings and equipment, netStart of year $0$0
X-16 Total assetsStart of year $78,272$292,844
X-17 Accounts payable and accrued expensesStart of year $2,924$5,858
X-25 Other liabilitiesStart of year $1,307,753$1,508,858
X-26 Total liabilitiesStart of year $1,310,677$1,514,716
X-27 Net assets without donor restrictionsStart of year −$1,232,405−$1,221,872
X-32 Total net assets or fund balancesStart of year −$1,232,405−$1,221,872
X-33 Total liabilities and net assetsStart of year $78,272$292,844
Part XI · Reconciliation of net assets −$1,221,872 net assets at year end
XI-1 Total revenue$255,880
XI-2 Total expenses$245,347
XI-3 Revenue less expenses$10,533
XI-4 Net assets at start of year−$1,232,405
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$1,221,872

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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