Civicwell FY2021 filing

Tax-deductible

Sacramento, CA501(c)(3)Public & Societal BenefitEIN 94-2791699Revenue $8.8M in FY2021

On file with the IRSlgc.orgPo Box 188800, 95818-8800 · Sacramento, CATax-exempt since May 1982Publicly supported charity — 170(b)(1)(A)(vi)

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Fostering innovation in environmental sustainability, economic prosperity and social equity.

501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
$910K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $393K a year · 6% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$910K
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $71K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.1M
27% of total assets
Looks good: liabilities are 27% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8.8M
+36% vs prior year
Spent
$8.5M
To programs
77%
Net assets
$3.0M
By yearFY2020–FY2024
Revenue
$8.8M
FY2021▲ +36%
Tap a bar for its year
Revenue by fiscal year
FY2020$6.5M
FY2021$8.8M
FY2022$7.3M
FY2023$8.1M
FY2024$3.9M
Expenses
$8.5M
FY2021▲ +37%
Tap a bar for its year
Expenses by fiscal year
FY2020$6.2M
FY2021$8.5M
FY2022$8.1M
FY2023$9.4M
FY2024$4.3M
Net assets
$3.0M
FY2021▲ +12%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.7M
FY2021$3.0M
FY2022$2.2M
FY2023$909K
FY2024$1.8M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1982.

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

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $6.5M Management & general 23% · $2.0M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

20 people listed on the 990; $910K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$175,962Pt VII · Sec A
Chief Financial Officer
$148,993Pt VII · Sec A
Chief Operations Officer
$139,697Pt VII · Sec A
Director of Climate Energy
$117,740Pt VII · Sec A
Director of Communications
$114,821Pt VII · Sec A
Policy Director
$110,307Pt VII · Sec A
Director of Community Design
$102,532Pt 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$149,155$152,862———
Michele Warren—$143,743$139,745$139,697$116,425
Bill Sadler—$127,886———
Roger Dickinson—$103,975$121,928$110,307—
Julia Kim—$118,109$111,776$117,740—

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.

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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

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

Questions for Civicwell

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Provided by the organization

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3 programs · $6.5M · in their own filed words · FY2021
01

Healthy Communities & Community Design

In 2021, LGC'S community design team partnered with 23 jurisdictions to apply for funding and conduct local visioning, planning and implementation of solutions for equitable and sustainable transportation, housing, downtown and neighborhood revitalization.

$6.5Mprogram expense
02

Climate Change

In 2021, civicwell'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
03

Energy

In 2021, as part of the california climate and energy collaborative (ccec), a successor program to the statewide energy efficiency collaborative (seec) program, civicwell's energy team provided resources, technical assistance, and networking opportunities to help local government agencies reduce greenhouse gas emissions and accelerate…

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 · 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

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$8.8M
Ln 12
Gifts and grantsLn 1h$8.7M
Fees for servicesLn 2g$40K
Investment incomeLn 3$2K
Money outPt IX
$8.5M
Ln 25
Programscol B$6.5M
Managementcol C$2.0M
Owns and owesPt X
$3.0M
net assets · Ln 32
Cash and savingsLn 1–2$1.9M
Total assetsLn 16$4.1M
LiabilitiesLn 26$1.1M
PeoplePt VI, VII
20
listed · VII A
PaidVII A7
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8.7M
Government grantsLn 1e$7.4M
Noncash giftsLn 1g$500
Fees for servicesLn 2g$40K
Investment incomeLn 3$2K
Gains on assetsLn 7−$170
Total revenueLn 12$8.8M
Assets in detailPt X, end of year
CashLn 1$1.9M
SavingsLn 2$45K
Cash and savings togetherLn 1–2$1.9M
Land, buildings, equipmentLn 10c$43K
Other assetsLn 15$68K
Total assetsLn 16$4.1M
LiabilitiesLn 26$1.1M
Net assetsLn 32$3.0M
OperationsPt I, VI
EmployeesI 5331
VolunteersI 6240
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 FY21End FY21
Cash and savingsLn 1–2$1.9M$1.9M
Land, buildings, equipmentLn 10c$45K$43K
Total assetsLn 16$4.2M$4.1M
LiabilitiesLn 26$1.5M$1.1M
Net assetsLn 32$2.7M$3.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$619K$175K$444K
Other salaries and wagesLn 7$5.5M$4.7M$804K
Pension plan contributionsLn 8$46K$46K$940
Other employee benefitsLn 9$360K$297K$63K
Payroll taxesLn 10$460K$368K$93K
Other fees for servicesLn 11g$980K$769K$211K
Office expensesLn 13$175K$54K$121K
OccupancyLn 16$151K$46$151K
TravelLn 17$68K$44K$24K
Depreciation, depletion and amortizationLn 22$13K$4$13K
InsuranceLn 23$21K$17K$4K
Other expenses (24a–d)Ln 24$84K$43K$41K
Total functional expensesLn 25$8.5M$6.5M$2.0M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $3.9M$4.3M−$443K$1.8M 990 PDF
FY2023 $8.1M$9.4M−$1.3M$909K 990 PDF
FY2022 $7.3M$8.1M−$830K$2.2M 990 PDF
FY2021 Viewing $8.8M$8.5M$312K$3.0M 990 PDF
FY2020 $6.5M$6.2M$270K$2.7M 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
See the full FY2021 990 (6 parts)
Part I · Summary $8,779,457 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $6,379,061$8,737,337
I-9 Program service revenuePrior year $79,097$40,323
I-10 Investment incomePrior year $2,362$1,797
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $6,460,520$8,779,457
I-13 Grants and similar amounts paidPrior year $68,129$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $4,964,442$6,975,525
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,158,158$1,492,220
I-18 Total expensesPrior year $6,190,729$8,467,745
I-19 Revenue less expensesPrior year $269,791$311,712
Part VI · Governance 13 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
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 $8,779,457 across 8 lines filed
VIII-1e Government grants$7,439,246
VIII-1f All other contributions, gifts and grants$1,298,091
VIII-1g Noncash contributions (included above)$500
VIII-1h Total contributions, gifts and grants$8,737,337
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $40,323$40,323
VIII-3 Investment incomeExcluded from tax $1,967$1,967
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$170−$170
VIII-12 Total revenueRelated to mission $40,323 · Unrelated business $0 · Excluded from tax $1,797$8,779,457
Part IX · Statement of functional expenses $8,467,745 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $175,318 · Management $443,624$618,942
IX-7 Other salaries and wagesPrograms $4,684,839 · Management $804,480$5,489,319
IX-8 Pension plan contributionsPrograms $45,546 · Management $940$46,486
IX-9 Other employee benefitsPrograms $297,389 · Management $62,972$360,361
IX-10 Payroll taxesPrograms $367,698 · Management $92,719$460,417
IX-11g Other fees for servicesPrograms $768,697 · Management $211,169$979,866
IX-13 Office expensesPrograms $53,614 · Management $120,887$174,501
IX-16 OccupancyPrograms $46 · Management $151,340$151,386
IX-17 TravelPrograms $44,432 · Management $23,708$68,140
IX-22 Depreciation, depletion and amortizationPrograms $4 · Management $13,092$13,096
IX-23 InsurancePrograms $16,727 · Management $4,218$20,945
IX-24 Other expenses (24a–d)Programs $43,254 · Management $41,032$84,286
IX-25 Total functional expensesPrograms $6,497,564 · Management $1,970,181 · Fundraising $0$8,467,745
Part X · Balance sheet $4,141,316 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $1,564,601$1,881,535
X-2 Savings and temporary cash investmentsStart of year $379,947$45,355
X-3 Pledges and grants receivableStart of year $2,010,897$1,954,308
X-4 Accounts receivableStart of year $10,633$29,217
X-9 Prepaid expenses and deferred chargesStart of year $100,150$120,515
X-10c Land, buildings and equipment, netStart of year $45,285$42,706
X-15 Other assetsStart of year $65,000$67,680
X-16 Total assetsStart of year $4,176,513$4,141,316
X-17 Accounts payable and accrued expensesStart of year $467,771$700,533
X-19 Deferred revenueStart of year $128,425$361,020
X-25 Other liabilitiesStart of year $879,946$67,680
X-26 Total liabilitiesStart of year $1,476,142$1,129,233
X-27 Net assets without donor restrictionsStart of year $2,284,750$2,800,507
X-28 Net assets with donor restrictionsStart of year $415,621$211,576
X-32 Total net assets or fund balancesStart of year $2,700,371$3,012,083
X-33 Total liabilities and net assetsStart of year $4,176,513$4,141,316
Part XI · Reconciliation of net assets $3,012,083 net assets at year end
XI-1 Total revenue$8,779,457
XI-2 Total expenses$8,467,745
XI-3 Revenue less expenses$311,712
XI-4 Net assets at start of year$2,700,371
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,012,083

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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