Civicwell FY2022 filing

Tax-deductible

Sacramento, CA501(c)(3)Public & Societal BenefitEIN 94-2791699

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

501(c)(3) charity; gifts are tax-deductible.
72¢ of each $1 spent went to programs.
$859K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · 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
72%
of spending
Fine: 72% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$859K
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
$1.3M
37% of total assets
Looks good: liabilities are 37% 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
$7.3M
-17% vs prior year
Spent
$8.1M
To programs
72%
Net assets
$2.2M
By yearFY2020–FY2024
Revenue
$7.3M
FY2022▼ -17%
Revenue by fiscal year
FY2020$6.5M
FY2021$8.8M
FY2022$7.3M
FY2023$8.1M
FY2024$3.9M
Expenses
$8.1M
FY2022▼ -4%
Expenses by fiscal year
FY2020$6.2M
FY2021$8.5M
FY2022$8.1M
FY2023$9.4M
FY2024$4.3M
Net assets
$2.2M
FY2022▼ -28%
Net assets by fiscal year
FY2020$2.7M
FY2021$3.0M
FY2022$2.2M
FY2023$909K
FY2024$1.8M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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

72 cents of each dollar spent went to programs.

Program services 72% · $5.8M Management & general 28% · $2.3M

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

Who runs it and what they're paid

20 people listed on the 990; $859K paid to officers and key staff.

Part VII, Section A · reportable compensation
Chief Financial Officer
$169,747Pt VII · Sec A
Interim Executive Director
$154,030Pt VII · Sec A
Chief Operations Officer
$139,745Pt VII · Sec A
Policy Director
$121,928Pt VII · Sec A
Director of Climate Energy
$111,776Pt VII · Sec A
Director of Community Design
$108,770Pt VII · Sec A
Executive Director
$52,784Pt 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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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.

Provided by the organization

This section is blank until Civicwell claims this page.

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3 program services account for $5.8M of program spending, described in the organization's own filed words · FY2022.
01

Healthy Communities & Community Design

In 2022, civicwell's community design team partnered with 19 jurisdictions to apply for funding and conduct local visioning, planning and implementation of solutions for equitable and sustainable transportation, safe routes to school, housing, downtown and neighborhood revitalization.

$5.8Mprogram expense
02

Energy

In 2022, 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
03

Climate Change

In 2022, 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 2023 california adaptation…

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

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$7.3M
Ln 12
Gifts and grantsLn 1h$7.1M
Fees for servicesLn 2g$161K
Investment incomeLn 3$3K
Money outPt IX
$8.1M
Ln 25
Programscol B$5.8M
Managementcol C$2.3M
Owns and owesPt X
$2.2M
net assets · Ln 32
Cash and savingsLn 1–2$1.8M
Total assetsLn 16$3.5M
LiabilitiesLn 26$1.3M
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$7.1M
Government grantsLn 1e$5.7M
Fees for servicesLn 2g$161K
Investment incomeLn 3$3K
Gains on assetsLn 7$392
Total revenueLn 12$7.3M
Assets in detailPt X, end of year
CashLn 1$1.6M
SavingsLn 2$180K
Cash and savings togetherLn 1–2$1.8M
Land, buildings, equipmentLn 10c$38K
Other assetsLn 15$0
Total assetsLn 16$3.5M
LiabilitiesLn 26$1.3M
Net assetsLn 32$2.2M
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 FY22End FY22
Cash and savingsLn 1–2$1.9M$1.8M
Land, buildings, equipmentLn 10c$43K$38K
Total assetsLn 16$4.1M$3.5M
LiabilitiesLn 26$1.1M$1.3M
Net assetsLn 32$3.0M$2.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$2K$2K
Pay of current officers, directors and key staffLn 5$546K$22K$524K
Other salaries and wagesLn 7$4.7M$3.8M$907K
Pension plan contributionsLn 8$47K$44K$3K
Other employee benefitsLn 9$372K$283K$89K
Payroll taxesLn 10$391K$286K$106K
Other fees for servicesLn 11g$1.3M$1.1M$238K
Office expensesLn 13$229K$55K$174K
OccupancyLn 16$253K$96K$157K
TravelLn 17$151K$127K$24K
Depreciation, depletion and amortizationLn 22$13K$5K$8K
InsuranceLn 23$15K$11K$4K
Other expenses (24a–d)Ln 24$104K$42K$63K
Total functional expensesLn 25$8.1M$5.8M$2.3M$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 Viewing $7.3M$8.1M−$830K$2.2M 990 PDF
FY2021 $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 FY2022 990 (4 parts)
Part VIII · Statement of revenue $7,303,590 across 7 lines filed
VIII-1e Government grants$5,733,286
VIII-1f All other contributions, gifts and grants$1,406,744
VIII-1h Total contributions, gifts and grants$7,140,030
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $160,731$160,731
VIII-3 Investment incomeExcluded from tax $2,437$2,437
VIII-7 Net gain or loss on sales of assetsExcluded from tax $392$392
VIII-12 Total revenueRelated to mission $160,731 · Unrelated business $0 · Excluded from tax $2,829$7,303,590
Part IX · Statement of functional expenses $8,133,654 across 13 lines filed
IX-2 Grants to domestic individualsPrograms $2,132$2,132
IX-5 Pay of current officers, directors and key staffPrograms $22,094 · Management $524,248$546,342
IX-7 Other salaries and wagesPrograms $3,779,372 · Management $907,467$4,686,839
IX-8 Pension plan contributionsPrograms $43,675 · Management $3,248$46,923
IX-9 Other employee benefitsPrograms $282,797 · Management $89,065$371,862
IX-10 Payroll taxesPrograms $285,929 · Management $105,565$391,494
IX-11g Other fees for servicesPrograms $1,085,079 · Management $237,680$1,322,759
IX-13 Office expensesPrograms $55,006 · Management $173,619$228,625
IX-16 OccupancyPrograms $95,905 · Management $156,798$252,703
IX-17 TravelPrograms $126,814 · Management $24,301$151,115
IX-22 Depreciation, depletion and amortizationPrograms $5,064 · Management $8,279$13,343
IX-23 InsurancePrograms $10,975 · Management $4,052$15,027
IX-24 Other expenses (24a–d)Programs $41,944 · Management $62,546$104,490
IX-25 Total functional expensesPrograms $5,836,786 · Management $2,296,868 · Fundraising $0$8,133,654
Part X · Balance sheet $3,484,415 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $1,881,535$1,626,845
X-2 Savings and temporary cash investmentsStart of year $45,355$179,962
X-3 Pledges and grants receivableStart of year $1,954,308$1,458,660
X-4 Accounts receivableStart of year $29,217$6,995
X-9 Prepaid expenses and deferred chargesStart of year $120,515$173,699
X-10c Land, buildings and equipment, netStart of year $42,706$38,254
X-15 Other assetsStart of year $67,680$0
X-16 Total assetsStart of year $4,141,316$3,484,415
X-17 Accounts payable and accrued expensesStart of year $700,533$672,726
X-19 Deferred revenueStart of year $361,020$629,670
X-25 Other liabilitiesStart of year $67,680$0
X-26 Total liabilitiesStart of year $1,129,233$1,302,396
X-27 Net assets without donor restrictionsStart of year $2,800,507$2,068,886
X-28 Net assets with donor restrictionsStart of year $211,576$113,133
X-32 Total net assets or fund balancesStart of year $3,012,083$2,182,019
X-33 Total liabilities and net assetsStart of year $4,141,316$3,484,415
Part XI · Reconciliation of net assets $2,182,019 net assets at year end
XI-1 Total revenue$7,303,590
XI-2 Total expenses$8,133,654
XI-3 Revenue less expenses−$830,064
XI-4 Net assets at start of year$3,012,083
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,182,019

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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