Civicwell FY2020 filing

Sacramento, CA · Public charity (501(c)(3)) · Public & Societal Benefit

✓ Tax-deductible
Revenue
$6.5M
Spent
$6.2M
To programs
82%
Net assets
$2.7M
By yearFY2020–FY2024
Revenue
$6.5M
FY2020
Revenue by fiscal year
FY2020$6.5M
FY2021$8.8M
FY2022$7.3M
FY2023$8.1M
FY2024$3.9M
Expenses
$6.2M
FY2020
Expenses by fiscal year
FY2020$6.2M
FY2021$8.5M
FY2022$8.1M
FY2023$9.4M
FY2024$4.3M
Net assets
$2.7M
FY2020
Net assets by fiscal year
FY2020$2.7M
FY2021$3.0M
FY2022$2.2M
FY2023$909K
FY2024$1.8M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Status and standing

Is it real, and can you give to it?

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2024 (typical filing lag)
Legal name (IRS)Hdr · item CCivicwell
EINHdr · item D94-2791699
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFMay 1982
Latest filingForm 990FY2024 · Form 990
Principal addressHdr · item CSacramento, CA
NTEE classificationIRS BMFPublic & Societal Benefit (W200)
WebsiteHdr · item Jwww.lgc.org

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.82 Management & general $0.18
Program services82%$5.1M
Management & general18%$1.1M
Total functional expensesLn 25$6.2M

Financial health

Is it on solid ground?

Program efficiency
82%
of spending reaches programs
Operating runway
3.8mo
months of highly liquid reserves at operating expense rate
Surplus margin
+4%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Total assets
$4.2M
FY2020
Total assets by fiscal year
FY2020$4.2M
FY2021$4.1M
FY2022$3.5M
FY2023$2.6M
FY2024$2.6M
Total liabilities
$1.5M
FY2020
Total liabilities by fiscal year
FY2020$1.5M
FY2021$1.1M
FY2022$1.3M
FY2023$1.7M
FY2024$798K
Revenue less expensesPt I · Ln 19$270K
Total assetsPt X · Ln 16$4.2M
Program-expense ratioPt IX · col B82%
Voting members of governing bodyPt I · Ln 311
Independent voting membersPt I · Ln 411

Balance Sheet

Part X · end of year
CashLn 1$1.9M
Total assetsLn 16$4.2M
Total liabilitiesLn 26$1.5M
Total net assetsLn 32$2.7M
Months of cash on handcomputed3.8

Statement of Revenue

Part VIII
Contributions & grants$6.4M · 99%
Program service revenue$79K · 1%
Contributions & grants99%$6.4M
Program service revenue1%$79K
Investment income$2K
— government grantsLn 1e$4.6M
Total revenueLn 12$6.5M

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $1.9M · Operating expenses/yr $6.2M
3.8 months
Where the money goes
Program services
Program services $5.1M · Total expenses $6.2M
82%
Management & General
Management & general $1.1M · Total expenses $6.2M
18%
Fundraising
Fundraising $0 · Total expenses $6.2M
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $1.8M
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $6.4M · Total revenue $6.5M
99%
Government reliance
Government grants $4.6M · Total revenue $6.5M
71%
Earned-income share
Program service revenue $79K · Total revenue $6.5M
1%
Investment reliance
Investment income $2K · Total revenue $6.5M
+0.04%
Program self-sufficiency
Program service revenue $79K · Total expenses $6.2M
1%
Growth & trend
Revenue growth (YoY)
This year $6.5M · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $2.7M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $6.5M · Expenses $6.2M
+4%
Liabilities-to-Assets
Total liabilities — · Total assets $4.2M
—
Net-asset ratio
Net assets $2.7M · Total assets $4.2M
65%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $4.2M
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Kate Meis · Reported title EXECUTIVE DIRECTOR · Highest reported compensation $164K · Total expenses $6.2M
3%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $5.0M · Total expenses $6.2M
80%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 82%——
Overhead ratio 18%——
Fundraising cost ratio 0%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Director
$164,386Pt VII · Sec A
Chief Financial Officer
$132,624Pt VII · Sec A
Director of Operations
$116,425Pt VII · Sec A
Former Program Director
$113,893Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Bernadette Austin’s $149K as CEO is at the 48th percentile of top reported officer pay among 731 $1–10M public & societal benefit nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Lare Bloodworth—$191,051$169,747$148,993$132,624
Kate Meis———$175,962$164,386
Kathy Chow Mar 2022 - Dec 2022——$154,030——
Bernadette Austin—$152,862———
Bernadette Austin$149,155————
Michele Warren—$143,743$139,745$139,697$116,425
Bill Sadler—$127,886———
Roger Dickinson—$103,975$121,928$110,307—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Civicwell executive salaries →

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Governance & Policies

Part VI
  • 11Voting board membersPt VI · Ln 1a
  • 11Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aYes
  • Whistleblower policyPt VI · Ln 13Yes
  • Document retention policyPt VI · Ln 14Yes
  • Top official’s pay independently reviewedPt VI · Ln 15aYes
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Promotes innovation for a sustainable environment, thriving economy, and fair society.

Provided by the organization

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Mission & Programs · Part III

Where the work happens

3 program services account for $5.1M of program spending, described in the organization's own filed words · FY2020.
01

Healthy Communities & Community Design

In 2020, LGC'S community design team partnered with 14 jurisdictions to plan and implement healthy, equitable, sustainable, and prosperous community design. The team also provided technical assistance to 11 disadvantaged communities on behalf of caltrans to help them apply for state funding for active transportation projects, 7 small…

$5.1Mprogram expense
02

Energy

In 2020, as part of the statewide energy efficiency collaborative (seec) program, LGC'S energy team provided resources, technical assistance, and networking opportunities to help local government agencies reduce greenhouse gas emissions and accelerate climate action.

Pt IX · col B
03

Climate Change

In 2020, LGC'S climate team supported numerous local, regional and statewide climate change efforts through the alliance of regional collaboratives for climate adaptation (arcca), the capital region climate readiness collaborative (CRC), the partners advancing climate equity (pace) pilot program, and the california adaptation forum…

Pt IX · col B

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Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
EcoamericaFY2024$10K
AARPFY2024$7K
Total grants receivedfrom 4 funders$71K
See all 4 funders →
Grants paid · 6 grants · $68K · 2020–2020
Nature for AllCA · FY2020$28,317
Fresnoland MediaCA · FY2020$19,250
TransformCA · FY2020$6,750
Anza-Borrego FoundationCA · FY2020$6,750
Unitemized GrantFY2020$312

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2024 Latest $3.9M$4.3M-52% 990 PDF
FY2023 $8.1M$9.4M+11% 990 PDF
FY2022 $7.3M$8.1M-17% 990 PDF
FY2021 $8.8M$8.5M+36% 990 PDF
FY2020 Viewing $6.5M$6.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

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