2024-05-14T15:40:33-05:00 2023-06-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2022-07-01 260566540 CALIFORNIA FORWARD CALI 9164910022 1017 L STREET SACRAMENTO CA 95814 ISMAEL HERRERA INTERIM PRESIDENT & CEO 9164910022 2024-05-13 1 ISMAEL HERRERA 999009999 0 AMANDA H WILLIAMS P01281212 9166466464 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ISMAEL HERRERA 1017 L STREET SACRAMENTO CA 95814 2661042 0 X CAFWD.ORG X 2007 CA CALIFORNIA FORWARD (CA FWD) LEADS A STATEWIDE MOVEMENT, BRINGING PEOPLE TOGETHER ACROSS COMMUNITIES, REGIONS AND INTERESTS TO IMPROVE GOVERNMENT AND CREATE INCLUSIVE, SUSTAINABLE GROWTH FOR EVERYONE. 23 22 24 22 0 0 4817018 2171316 2170665 478065 1488 11661 0 0 6989171 2661042 330000 213000 0 0 2114320 2530250 0 0 243969 2216106 2019428 4660426 4762678 2328745 -2101636 4041269 2091575 291884 443826 3749385 1647749 X CA FWD DRIVES COLLECTIVE ACTION TO IDENTIFY SOLUTIONS THAT CAN BE TAKEN TO SCALE TO MEET THE CHALLENGES THE STATE IS FACING. THE ORGANIZATION IS DRIVEN BY THE BELIEF THAT THE COLLECTIVE IMPACT OF REGIONAL SOLUTIONS ACROSS THE STATE WILL HELP ENSURE THE ECONOMIC, ENVIRONMENTAL AND SOCIAL PROSPERITY OF ALL PEOPLE. 0 0 1501197 336655 COLLECTIVE ACTION AND METRICS:CA FWD CREATED A SHARED ECONOMIC AGENDA KNOWN AS THE ROADMAP TO SHARED PROSPERITY THAT GUIDES COLLECTIVE ACTIONS WITHIN ITS NETWORK AND HOSTED ITS ANNUAL CALIFORNIA ECONOMIC SUMMIT IN BAKERSFIELD. THE CALIFORNIA DREAM INDEX GATHERED ECONOMIC DATA TO MEASURE PROGRESS ACROSS KEY SOCIAL AND ECONOMIC INDICATORS IN THE STATE. 578615 141410 REGIONAL LEADERSHIP DEVELOPMENT:CAFWD PARTNERED WITH THE CALIFORNIA STEWARDSHIP NETWORK, AN ALLIANCE OF REGIONAL LEADERS, AND CONTINUED ITS YOUNG LEADERS ADVISORY COUNCIL, AND BECKY MORGAN STEWARD LEADERSHIP PROGRAM. 1601862 213000 ECONOMIC DEVELOPMENT, HOUSING, WILDFIRE, AND INFRASTRUCTURE:CAFWD PARTNERED WITH REGIONAL PARTNERS AND STATE ADMINISTRATORS ON STATEWIDE INITIATIVES ALIGNED WITH POLICY PRIORITY OF THE ORGANIZATION AND CALIFORNIA STEWARDSHIP NETWORK. 3681674 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 40 0 1 24 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X SELINA WILLIAMS 9164910022 1017 L STREET SACRAMENTO CA 95814 MICAH WEINBERG PRESIDENT & CEO - VOTING (THRU 6/14/2023) 40.00 3.00 X X 303214 0 30482 AMIT THAKKAR VP PUBLIC POLICY 40.00 X 168063 0 12287 LAVERA ALEXANDER CHIEF STRATEGY OFFICER NON-VOTING 40.00 X 167715 0 10230 ISMAEL HERRERA INTERIM CEO & EXECUTIVE DIRECTOR 40.00 3.00 X X 142682 0 23438 SELINA WILLIAMS CONTROLLER 40.00 X 127694 0 20733 ARACELI PALAFOX DIRECTOR - PROGRAMS 40.00 X 104667 0 21546 PATRICK ATWATER SENIOR RESEARCH ANALYST 40.00 X 106166 0 17112 SUSAN LOVENBURG SECRETARY - NON VOTING (THRU 3/30/23) 40.00 3.00 X 99021 0 20611 ANNALISA WURM DIRECTOR - REGIONS 40.00 X 102000 0 16755 LAUREN JEGLINSKI SECRETARY - NON VOTING 40.00 3.00 X 78692 0 13858 DAVID NELSON EXECUTIVE DIRECTOR/SHARED WITH ACTION FUND 3.00 40.00 X 35893 0 8824 CATHERINE BAKER CO-CHAIR 1.00 X X 0 0 0 GUSTAVO HERRERA CO-CHAIR 1.00 X X 0 0 0 JEFFREY WALLACE VICE CHAIR 1.00 X X 0 0 0 CAROLINE WHISTLER BOARD MEMBER - TREASURER 1.00 X X 0 0 0 JOHN CHIANG BOARD MEMBER 1.00 X 0 0 0 NICK ORTIZ BOARD MEMBER 1.00 X 0 0 0 SUNITA COOKE BOARD MEMBER 1.00 X 0 0 0 EVAN SCHMIDT BOARD MEMBER 1.00 X 0 0 0 JENNIFER HERNANDEZ BOARD MEMBER 1.00 1.00 X 0 0 0 JIM HEERWAGEN BOARD MEMBER 1.00 X 0 0 0 JACQUELINE MARTINEZ GARCEL BOARD MEMBER 1.00 X 0 0 0 LENNY MENDONCA BOARD MEMBER 1.00 X 0 0 0 KAUSIK RAJGOPAL BOARD MEMBER 1.00 X 0 0 0 PETE PETERSON BOARD MEMBER 1.00 X 0 0 0 DAVE REGAN BOARD MEMBER 1.00 1.00 X 0 0 0 ASHLEY SWEARENGIN BOARD MEMBER 1.00 X 0 0 0 JORDAN CUNNINGHAM BOARD MEMBER 1.00 X 0 0 0 MICHELLE DECKER BOARD MEMBER 1.00 X 0 0 0 PATRICK JONES BOARD MEMBER 1.00 X 0 0 0 CHET HEWITT BOARD MEMBER 1.00 X 0 0 0 EJ MILKEN BOARD MEMBER 1.00 X 0 0 0 CONNIE PEREZ-ANDREESEN BOARD MEMBER 1.00 X 0 0 0 1435807 0 195876 9 0 1 0 0 10000 2161316 2171316 PROGRAM SERVICE FEES 900099 478065 478065 478065 11661 11661 2661042 478065 0 11661 X 213000 213000 895310 656370 175050 63890 1364486 1050627 175906 137953 51420 40058 6360 5002 62485 49918 5413 7154 156549 120455 22549 13545 20567 20567 113519 9940 103579 33673 33673 796437 703634 91105 1698 101784 97134 4650 158099 78775 71297 8027 11129 3569 7560 17513 11980 5533 217351 168615 47340 1396 472393 462463 9930 285 285 17647 11304 6343 BAD DEBT 50000 50000 BOOKS/DUES/SUBCRIPTIONS 9031 3832 4545 654 4762678 3681674 837035 243969 1050759 423798 1799855 991301 444576 165000 639899 393096 105896 118380 5162 5162 284 0 4041269 2091575 291884 417986 25840 291884 443826 X 1129856 298582 2619529 1349167 3749385 1647749 4041269 2091575 -2101636 0 X X 0 1 X 1 0 X 3797351 2165589 1629420 4817018 2171316 14580694 3797351 2165589 1629420 4817018 2171316 14580694 6052100 8528594 3 1781 1411 1488 11661 16344 10469 10469 14607507 4035282 0.58390 0.63620 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 10,469. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 213000 213000 4549678 4762678 388134 97034 0 0 309245 293167 383021 388134 1373567 2060351 39100 172000 230000 213000 654100 77311 73292 95755 97034 343392 515088 5162 5162 0 0 X 2661042 0 2661042 0 2661042 4762678 0 4762678 0 4762678 PART X, LINE 2: THE ORGANIZATION HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. 1 CALIFORNIA FORWARD ACTION FUND 1017 L STREET PO BOX 368 SACRAMENTO CA 95814 260566442 501C4 213000 0 PROGRAM AND MANAGEMENT OPERATIONS - NON PARTISAN ADVOCACY. 1 PART I, LINE 2: ALL GRANTS TO ORGANIZATIONS ARE MADE SUBJECT TO GRANT AGREEMENTS RESTRICTING THE USE OF GRANT FUNDS TO SPECIFIED CHARITABLE PURPOSES, AND UNDER WHICH GRANTEES MUST ANNUALLY REPORT TO THE ORGANIZATION THE USE OF ALL GRANT FUNDS. UNDER THE AGREEMENT, ANY MISUSED OR UNEXPENDED GRANT FUNDS MUST BE REPAID TO THE GRANTOR. X X X 0 0 0 0 0 0 0 0 0 MICAH WEINBERG PRESIDENT & CEO - VOTING (THRU 6/14/ 248231 0 54983 0 0 0 0 0 30482 0 333696 0 0 0 AMIT THAKKAR VP PUBLIC POLICY 168063 0 0 0 0 0 0 0 12287 0 180350 0 0 0 LAVERA ALEXANDER CHIEF STRATEGY OFFICER NON-VOTING 166715 0 1000 0 0 0 0 0 10230 0 177945 0 0 0 ISMAEL HERRERA INTERIM CEO & EXECUTIVE DIRECTOR 141682 0 1000 0 0 0 0 0 23438 0 166120 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE GOVERNING BODY HAS TO THE EXTENT PERMITTED BY CALIFORNIA LAW AND THE ORGANIZATION'S BYLAWS, DELEGATED AUTHORITY TO AN EXECUTIVE COMMITTEE COMPOSED OF TWO CO-CHAIRS AND TWO VICE CHAIRS WHO ARE MEMBERS OF THE GOVERNING BODY AND A FINANCE COMMITTEE COMPOSED OF THREE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS AND IS DISTRIBUTED AND REVIEWED BY SENIOR MANAGEMENT AND THE AUDIT COMMITTEE PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER, MANAGEMENT OFFICIAL, AND KEY EMPLOYEE IS REQUIRED TO ANNUALLY SIGN A STATEMENT AFFIRMING THEY HAVE RECEIVED, READ, AND AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. IN ADDITION, THE CONFLICT OF INTEREST POLICY PROVIDES THAT THE BOARD OF DIRECTORS SHALL AUTHORIZE, OVERSEE, AND REVIEW ANNUALLY THE ADMINISTRATION OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS SETS THE SALARY OF THE PRESIDENT/CEO BASED ON A REVIEW OF WHAT COMPARABLE ORGANIZATIONS PAY COMPARABLY QUALIFIED INDIVIDUALS FOR SIMILAR TASKS. ALL THE OTHER SALARIES ARE SET BY THE PRESIDENT/CEO. PERIODICALLY, THE PRESIDENT/CEO MAY REVIEW SALARIES FOR ALL POSITIONS AND UTILIZE STATISTICS ABOUT NON-PROFIT COMPENSATION TO ENSURE THAT CA FORWARD REMAINS COMPETITIVE IN ITS COMPENSATION PRACTICES. THE PROCESS WAS LAST UNDERTAKEN IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORMS 1023 AND 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G POLICY : PROGRAM SERVICE EXPENSES 82,584. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,584. ORG. ANALYSIS & EVALUATION : PROGRAM SERVICE EXPENSES 4,156. MANAGEMENT AND GENERAL EXPENSES 1,350. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,506. FUNDRAISING CONSULTANTS: PROGRAM SERVICE EXPENSES 9,356. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,698. TOTAL EXPENSES 11,054. STIPENDS AND HONORIA: PROGRAM SERVICE EXPENSES 14,090. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,090. PAYROLL & PENSION PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,514. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,514. REGIONS - GENERAL SUPPORT: PROGRAM SERVICE EXPENSES 67,725. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,725. REGIONAL PARTNERS : PROGRAM SERVICE EXPENSES 7,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,500. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 518,223. MANAGEMENT AND GENERAL EXPENSES 75,241. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 593,464. FORM 990, PART XII, LINE 2C NEITHER THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT NOR THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS CHANGED FROM THE PRIOR YEAR. CALIFORNIA FORWARD ACTION FUND 1017 L STREET SACRAMENTO CA 95814 260566442 PROMOTES GOVERNMENTAL REFORMS IN CALIFORNIA THROUGH LOBBYING CA 501(C)(4) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 CALIFORNIA FORWARD ACTION FUND B 213000 ACTUAL AMOUNT CALIFORNIA FORWARD ACTION FUND Q 240471 ACTUAL AMOUNT