2024-05-14T19:56:14-05:00 2023-06-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2022-07-01 260566442 CALIFORNIA FORWARD ACTION FUND 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 410000 0 X CAFWD-ACTION.ORG X 2007 CA TO PURSUE REFORMS OF CALIFORNIA'S POLITICAL SYSTEM THROUGH LEGISLATION AND INITIATIVES. 6 5 0 5 0 0 230000 410000 0 0 0 0 0 0 230000 410000 0 0 0 0 0 0 0 0 849 179860 381542 179860 381542 50140 28458 67113 128238 10000 42667 57113 85571 X THE CALIFORNIA FORWARD ACTION FUND STRIVES TO IMPROVE THE QUALITY OF LIFE FOR ALL CALIFORNIANS BY ADVOCATING FOR POLICIES THAT CREATE INCLUSIVE, SUSTAINABLE GROWTH AND IMPROVED GOVERNMENT AT THE STATE AND LOCAL LEVELS. THE ACTION FUND IS THE ADVOCACY ARM OF CALIFORNIA FORWARD (CA FWD). 0 0 279479 PROVIDED ADVOCACY FOR COLLECTIVE ACTION, ECONOMIC DEVELOPMENT, WORKFORCE, HOUSING, WILDFIRE, INFRASTRUCTURE. ADVOCATED FOR STATEWIDE INITIATIVES AND INVESTMENTS OF $1-5 BILLION ANNUALLY TO DEVELOP RESOURCES, CAPACITY AND A REGULATORY ENVIRONMENT. 24303 REGIONAL LEADERSHIP DEVELOPMENT: ADVOCATED FOR REGIONAL LEADERS, CALIFORNIA STEWARDSHIP NETWORK, CAFWD'S YOUNG LEADERS ADVISORY COUNCIL, AND BECKY MORGAN STEWARD PROGRAM. 303782 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 0 0 0 0 0 1 1 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X SELINA WILLIAMS 9162441500 1017 L STREET SACRAMENTO CA 95814 PAUL GRANILLO BOARD CHAIR 3.00 X X 0 0 0 JENNIFER HERNANDEZ BOARD MEMBER 1.00 1.00 X 0 0 0 DAVE REGAN BOARD MEMBER 1.00 1.00 X 0 0 0 BILL SHIREMAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL WIAFE BOARD MEMBER 1.00 X 0 0 0 ROGER DICKENSON BOARD MEMBER 1.00 X 0 0 0 MICAH WEINBERG PRESIDENT & CEO (TERM 6/14/23) 3.00 40.00 X 0 303214 30482 ISMAEL HERRERA PRESIDENT & CEO (ELECTED 6/14/23) 3.00 40.00 X 0 142682 23438 SUSAN LOVENBURG SECRETARY/TREASURER (TERM 6/26) 3.00 40.00 X 0 99021 20611 LAUREN JEGLINSKI SECRETARY (ELECTED 6/26) 3.00 40.00 X 0 78692 13858 DAVID NELSON EXECUTIVE DIRECTOR 40.00 3.00 X 0 35893 8824 0 659502 97213 0 0 1 0 0 213000 5000 192000 410000 410000 0 0 0 113 113 4657 4657 3000 3000 110065 110065 2700 2700 2930 2930 REIMBURSEMENT OF PAYROL 210046 146535 63511 PROGRAM ACTIVITY 44498 43649 849 COMMUNICATIONS/ CONTING 3533 3533 381542 303782 76911 849 30877 45178 33306 80005 2930 3055 67113 128238 10000 42667 10000 42667 X 57113 85571 57113 85571 67113 128238 28458 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 0 0 0 0 0 0 0 MICAH WEINBERG PRESIDENT & CEO (TERM 6/14/23) 0 248231 0 54983 0 0 0 0 0 30482 0 333696 0 0 ISMAEL HERRERA PRESIDENT & CEO (ELECTED 6/14/23) 0 141682 0 1000 0 0 0 0 0 23438 0 166120 0 0 PART I, LINE 3 COMPENSATION IS PAID BY OUR RELATED ORGANIZATION, CALIFORNIA FORWARD. 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 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 FWD REMAINS COMPETITIVE IN ITS COMPENSATION PRACTICES. THIS WAS LAST PERFORMED IN 2023. 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 THE CO-CHAIRS AND TWO ADDITIONAL MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS DISTRIBUTED TO AND REVIEWED BY THE BOARD TREASURER, AUDIT COMMITTEE AND SENIOR MANAGEMENT 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 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 FWD REMAINS COMPETITIVE IN ITS COMPENSATION PRACTICES. THIS WAS LAST PERFORMED 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. CALIFORNIA FORWARD 1017 L STREET PO BOX 368 SACRAMENTO CA 95814 260566540 PROMOTES COLLECTIVE ACTION TO DRIVE CHANGE CA 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 CALIFORNIA FORWARD C 213000 ACTUAL AMOUNT CALIFORNIA FORWARD O 240471 ACTUAL AMOUNT