2023-11-02T14:57:33-05:00 2022-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2022-01-01 942791699 CIVICWELL CIVI 9164481198 980 9TH STREET 1700 SACRAMENTO CA 958142736 BERNADETTE AUSTIN CEO/EXECUTIVE DIRECTOR 9164481198 2023-10-30 1 BERNADETTE AUSTIN 999009999 1 JENNIFER Z IWATA P01310188 9166466464 2023-10-28 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BERNADETTE AUSTIN 980 9TH STREET 1700 SACRAMENTO CA 958142736 7307650 0 X WWW.CIVICWELL.ORG X 1980 CA TRANSFORMING LOCAL VISION INTO ACTION 13 13 236 181 0 0 8737337 7140030 40323 160731 1797 2829 0 0 8779457 7303590 0 2132 0 0 6975525 6043460 0 0 0 1492220 2088062 8467745 8133654 311712 -830064 4141316 3484415 1129233 1302396 3012083 2182019 X CIVICWELL (FORMERLY THE LOCAL GOVERNMENT COMMISSION) IS A NONPROFIT SUPPORTING SUSTAINABLE SOLUTIONS AND THE LEADERS AND COMMUNITIES THAT IMPLEMENT THEM. WE INSPIRE, EQUIP, CONNECT, AND CULTIVATE CIVIC LEADERSHIP FOR LOCAL INNOVATION AND COMMUNITY CHANGE. SINCE 1982, WE HAVE ENGAGED LOCAL ELECTED OFFICIALS, GOVERNMENT AGENCIES, AND COMMUNITY-BASED ORGANIZATIONS THROUGH POLICY GUIDANCE, COLLABORATIVE PARTNERSHIPS AND COALITIONS, AND DIRECT ASSISTANCE. CIVICWELL SEEKS TO DEEPEN OUR IMPACT THROUGH IMPLEMENTING AND LIFTING UP HOLISTIC, INTEGRATED SOLUTIONS ACROSS OUR PROGRAM AREAS. WE APPROACH PRESSING CHALLENGES AROUND CLIMATE CHANGE, ENERGY, WATER, AND COMMUNITY DESIGN WITH AN INTERSECTIONAL LENS, ENSURING THAT OUR STRATEGIES ADVANCE SOCIAL AND ENVIRONMENTAL EQUITY. 0 0 5836786 2132 160731 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. ON BEHALF OF THE STRATEGIC GROWTH COUNCIL, THE TEAM ASSISTED 11 DISADVANTAGED COMMUNITIES WITH PROJECT AND APPLICATION DEVELOPMENT SUPPORT FOR FUNDING FROM THE STATE TRANSFORMATIVE CLIMATE COMMUNITIES PROGRAM AND APPROXIMATELY 40 OTHER COMMUNITIES WITH PROJECT AND APPLICATION DEVELOPMENT FOR FUNDING FROM THE STATE AIR RESOURCES BOARD CLEAN MOBILITY OPTIONS PILOT PROGRAM. CIVICWELL'S FUNDING NAVIGATION TECHNICAL ASSISTANCE PROGRAM HELPED MARGINALIZED COMMUNITIES ENGAGE STAKEHOLDERS, ASSESS PROJECT READINESS, INTERPRET GRANT GUIDELINES AND REQUIREMENTS, AND PREPARE COMPETITIVE FUNDING PROPOSALS. THE PLATFORM SUPPORTED LOCAL LEADERS IN NAVIGATING THE COMPLEX LANDSCAPE OF SUSTAINABLE TRANSPORTATION, AFFORDABLE HOUSING, URBAN GREENING, AND WATER RESOURCES MANAGEMENT TO IDENTIFY VIABLE AND APPROPRIATE FUNDING SOURCES. CIVICWELL HOSTED A WEBINAR SERIES THAT GATHERED LEADING EXPERTS TO DISCUSS OPTIONS TO INCREASE HOUSING SUPPLY, CHOICES AFFORDABILITY IN CALIFORNIA. EVENTS INCLUDED HOUSING IN COMMERCIAL CORRIDORS, MISSING MIDDLE HOUSING, AND HOUSING AS A CLIMATE STRATEGY. THE WEBINARS REACHED HUNDREDS OF PEOPLE IN MULTIPLE STATES AND EVEN ABROAD. CIVICWELL ALSO CONDUCTED 4 WEBINARS AND OFFICE HOURS FOR TRIBES AND DISADVANTAGED COMMUNITIES TO HELP THEM CONDUCT COMMUNITY TRANSPORTATION NEEDS ASSESSMENTS AND DEVELOP PROJECTS FOR SHARED MOBILITY WITH ELECTRIC VEHICLES. 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 FORUM (CAF), ENGAGING WITH HUNDREDS OF JURISDICTIONS AND ORGANIZATIONS ACROSS CALIFORNIA. THESE PROGRAMS SUPPORTED A SERIES OF COORDINATION MEETINGS, EDUCATIONAL WORKSHOPS AND CAPACITY-BUILDING TRAININGS, ADVISORY COMMITTEES, ENGAGEMENT WITH KEY STATE AND REGIONAL AGENCIES, RESEARCH ON CLIMATE RISKS AND SOLUTIONS, AND TARGETED TECHNICAL ASSISTANCE. CIVICWELL ALSO COMPLETED A PROJECT WITH THE CITY OF SAN LUIS OBISPO TO SUPPORT THE DEVELOPMENT OF AN ADAPTATION PLAN, WHICH WILL BE INCLUDED IN THE CITY'S UPDATED GENERAL PLAN, BY ORGANIZING VIRTUAL COMMUNITY ENGAGEMENT ACTIVITIES, ANALYZING EXISTING CITY POLICIES AND PROGRAMS TO IDENTIFY AREAS OF ALIGNMENT, AND DEVELOPING A COMPLIANCE TIMELINE FOR RELEVANT STATE LAWS RELATED TO LOCAL CLIMATE ADAPTATION PLANNING. 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 CLIMATE ACTION. CIVICWELL ALSO HOSTED THE 13TH ANNUAL CCEC FORUM AS AN IN-PERSON CONFERENCE FOR LOCAL GOVERNMENT STAFF AND CLEAN ENERGY LEADERS FROM ACROSS THE STATE TO EXCHANGE KNOWLEDGE, LEARN, AND NETWORK. CIVICWELL STAFF ALSO WORKED WITH THE LOCAL GOVERNMENT SUSTAINABLE ENERGY COALITION (LGSEC) TO ADVOCATE FOR LOCAL GOVERNMENT ENERGY POLICY INTERESTS AT THE CALIFORNIA PUBLIC UTILITIES COMMISSION (CPUC) AND OTHER STATE AGENCIES AND PROVIDED MEMBERS WITH PROFESSIONAL DEVELOPMENT AND NETWORKING RESOURCES. CIVICWELL ALSO PROVIDED LOCAL GOVERNMENT OUTREACH SUPPORT FOR THE EMPOWER PROCUREMENT PROGRAM, AN INITIATIVE FUNDED BY THE CALIFORNIA ENERGY COMMISSION TO STREAMLINE ADVANCED ENERGY PROCUREMENT PROCESSES FOR LOCAL JURISDICTIONS, AND FINALIZED A COMMUNITY ENERGY ACTION PLAN FOR LOW-INCOME NEIGHBORHOODS IN THE CITY OF FRESNO. FINALLY, CIVICWELL SUPPORTED A STATEWIDE CCA INITIATIVE IN PARTNERSHIP WITH CALPINE AND PROVIDED EARLY SUPPORT TO SAN DIEGO COMMUNITY POWER TO HELP INFORM THEIR LOCAL GOVERNMENT ENGAGEMENT PROGRAMS. WATER:CIVICWELL'S WATER TEAM SERVED AS CONVENER AND FACILITATOR OF THE NGO GROUNDWATER COLLABORATIVE, A NETWORK OF 51 COMMUNITY-BASED ORGANIZATIONS, ADVOCATES, AND NONPROFITS WORKING WITH LOCALITIES TO ENSURE EQUITABLE AND EFFECTIVE IMPLEMENTATION OF SUSTAINABLE GROUNDWATER MANAGEMENT ACT. THE TEAM ORGANIZED AND FACILITATED THE 2022 NGO GROUNDWATER COLLABORATIVE CONVENING WITH CLEAN WATER ACTION, ENGAGING 50 PARTICIPANTS ACROSS TWO DAYS IN BOTH ENGLISH AND SPANISH. WE REVAMPED THE GROUNDWATER EXCHANGE ONLINE PLATFORM THAT CONNECTS WATER MANAGERS, USERS AND COMMUNITY MEMBERS WITH RESOURCES FOR EFFECTIVE GROUNDWATER SUSTAINABILITY PLANS, AND SUPPORTED 5 WEBINAR AND 3 OFFICE HOURS ON KEY GROUNDWATER THEMES. THE TEAM CONTINUED TO ASSIST BORREGO SPRINGS WITH INCORPORATION OF THE BORREGO VALLEY STEWARDSHIP COUNCIL, CAPACITY BUILDING AND ENGAGEMENT WITH 107 CONSTITUENTS AND 46 ORGANIZATION TO INFORM WATER AND LAND USE PLANNING. WE HELPED ESTABLISH A COHORT OF LOCAL LEADERS, ADVOCATES, AND TRIBAL, AGENCY, AND BUSINESS REPRESENTATIVES TO PRODUCE THE SAN DIEGO REGION COASTAL RESILIENCE ROADMAP. LASTLY, WE ASSISTED MADERA COUNTY WITH PLANNING FOR IMPLEMENTING GROUNDWATER RECHARGE AND LAND REPURPOSING IN DISADVANTAGED, UNINCORPORATE FAIRMEAD, COLLABORATED ON A REPORT WITH CLEAN WATER ACTION AND COMMUNITY ALLIANCE WITH FAMILY FARMERS ON THE IMPACTS OF GROUNDWATER SUSTAINABILITY PLANS ON SMALL FARMERS, AND HOSTED A WEBINAR ON GREEN INFRASTRUCTURE WITH OVER 80 VIEWERS THAT HIGHLIGHTED A PROJECT LED BY CIVICWELL WITH COSUMNES COMMUNITY SERVICES DISTRICT AND THE CITY OF ELK GROVE.NATIONAL SERVICE:IN 2022, AS PART OF THE 2022-23 SERVICE YEAR, 87 CIVICSPARK FELLOWS PROVIDED OVER 154,197 HOURS OF SERVICE TO COMMUNITIES ACROSS CALIFORNIA, COLORADO AND WASHINGTON STATE. THIS WAS OUR 9TH SERVICE YEAR IN CALIFORNIA AND 1ST YEAR IN COLORADO AND WASHINGTON STATE. FELLOWS HAVE SUPPORTED 87 CIVICSPARK PROJECTS AT 71 AGENCIES ACROSS THREE STATES. PROJECTS FOCUSED ON ADDRESSING EMERGING ENVIRONMENTAL AND SOCIAL EQUITY RESILIENCE CHALLENGES SUCH AS CLIMATE CHANGE, WATER RESOURCE MANAGEMENT, AFFORDABLE HOUSING, AND MOBILITY. FELLOWS HAVE PERFORMED 1,515 HOURS OF VOLUNTEERING, ENGAGED OVER 319 ONGOING ON-GOING VOLUNTEERS AND 1,831 ONE-TIME VOLUNTEERS.LOCAL POLICYMAKER ENGAGEMENT:IN 2022, CIVICWELL CONNECTED OVER 27,000 LEADERS THROUGH PROJECTS, COALITION WORK, AND EVENTS (IN-PERSON AND VIRTUAL). LOCAL GOVERNMENT REGULATORY ENGAGEMENT: LGC'S COALITION, THE LOCAL GOVERNMENT SUSTAINABLE ENERGY COALITION (LGSEC), PROVIDED ENERGY-RELATED TECHNICAL AND POLICY INFORMATION TO ITS 42 MEMBERS VIA MONTHLY REGULATORY ENGAGEMENT CALLS, MONTHLY NEWSLETTERS, 1 VIRTUAL WEBINAR, AND 1 IN-PERSON MEETING ON THE TOPICS OF ENERGY RESILIENCE AND CROSS-SECTOR COORDINATION. THE LGSEC REPRESENTED ITS COALITION MEMBERS ON 4 CPUC PROCEEDINGS AND ISSUES, INCLUDING THE AB-32 CLIMATE CHANGE SCOPING PLAN, SUNOVA COMMUNITY MICROGRIDS CALIFORNIA'S APPLICATION, GRID MODERNIZATION, AND CLEAN ENERGY FINANCING OPTIONS. A TOTAL OF 6 COMMENTS WERE SUBMITTED. 5836786 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 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 0 0 0 0 1 18 0 1 236 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X LARE BLOODWORTH 9164481198 980 9TH STREET SUITE 1700 SACRAMENTO CA 95814 LETICIA PEREZ CHAIR 0.30 X X 0 0 0 MIKE WILSON VICE-CHAIR 0.30 X X 0 0 0 HEIDI HALL SECRETARY/TREASURER 0.50 X X 0 0 0 WENDY ROOT-ASKEW DIRECTOR 0.30 X 0 0 0 CATHERINE BLAKESPEAR DIRECTOR 0.30 X 0 0 0 THOMAS BUTT DIRECTOR 0.30 X 0 0 0 RONALDO FIERRO DIRECTOR 0.30 X 0 0 0 LUCAS FRERICHS DIRECTOR 0.30 X 0 0 0 DAN KALB DIRECTOR 0.30 X 0 0 0 DARON MCDANIEL DIRECTOR 0.30 X 0 0 0 YASMIN-IMANI MCMORRIN DIRECTOR 0.30 X 0 0 0 CINDY MONTANEZ DIRECTOR 0.30 X 0 0 0 DAS WILLIAMS DIRECTOR 0.30 X 0 0 0 KATHY CHOW MAR 2022 - DEC 2022 INTERIM EXECUTIVE DIRECTOR 40.00 X 154030 0 9631 KATE MEIS THRU MARCH 2022 EXECUTIVE DIRECTOR 40.00 X 52784 0 3680 LARE BLOODWORTH CHIEF FINANCIAL OFFICER 40.00 X 169747 0 9174 MICHELE WARREN CHIEF OPERATIONS OFFICER 40.00 X 139745 0 7552 ROGER DICKINSON POLICY DIRECTOR 40.00 X 121928 0 142 JULIA KIM DIRECTOR OF CLIMATE ENERGY 40.00 X 111776 0 10785 JOSH MEYER DIRECTOR OF COMMUNITY DESIGN 40.00 X 108770 0 16210 858780 0 57174 6 0 1 0 0 5733286 1406744 7140030 REGISTRATION FEES 541900 97243 97243 MEMBER DUES 900099 41125 41125 MISC PROGRAMS & EVENTS 900099 22363 22363 160731 2437 2437 4452 4060 392 392 392 7303590 160731 0 2829 X 2132 2132 546342 22094 524248 4686839 3779372 907467 46923 43675 3248 371862 282797 89065 391494 285929 105565 1322759 1085079 237680 228625 55006 173619 252703 95905 156798 151115 126814 24301 13343 5064 8279 15027 10975 4052 OTHER EXPENSES 78290 27004 51286 OTHER INSURANCE AND LIC 26200 14940 11260 8133654 5836786 2296868 0 1881535 1626845 45355 179962 1954308 1458660 29217 6995 120515 173699 151505 113251 42706 38254 67680 0 4141316 3484415 700533 672726 361020 629670 67680 0 1129233 1302396 X 2800507 2068886 211576 113133 3012083 2182019 4141316 3484415 -830064 0 X X 0 1 X 1 1 1 X 6898397 6139924 6379061 8737337 7140030 35294749 6898397 6139924 6379061 8737337 7140030 35294749 35294749 2777 2161 2362 1967 2437 11704 35306453 1036794 0.99970 0.99920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2335 9364 11699 5825087 5836786 441839 110460 0 0 421117 404255 474878 441839 1742089 2613134 652 1238 5743 9364 16997 105279 101064 118720 110460 435523 653285 1454 2335 3789 151505 113251 38254 38254 7303590 0 7303590 0 7303590 8133654 0 8133654 0 8133654 X X 0 0 0 0 0 0 0 0 0 LARE BLOODWORTH CHIEF FINANCIAL OFFICER 169747 0 0 0 0 0 6602 0 2572 0 178921 0 0 0 KATHY CHOW MAR 2022 - DEC 2022 INTERIM EXECUTIVE DIRECTOR 154030 0 0 0 0 0 0 0 9631 0 163661 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION FILED AN AMENDMENT TO ITS ARTICLES OF INCORPORATION TO REPORT A NAME CHANGE IN MARCH 2022 TO CIVICWELL. FORM 990, PART VI, SECTION A, LINE 8B THERE IS AN EXECUTIVE COMMITTEE, CONSISTING OF THE BOARD CHAIR, VICE CHAIR AND TREASURER. IT ONLY SERVES AS THE AUDIT COMMITTEE, WHICH HOLDS ONE MEETING PER YEAR TO HEAR THE REPORT FROM THE AUDITORS. THEY THEN MAKE A RECOMMENDATION TO THE FULL BOARD TO ACCEPT OR NOT ACCEPT THE AUDIT. FORM 990, PART VI, SECTION B, LINE 11B THE MANAGING DIRECTOR WILL REVIEW THE 990 FORM BEFORE IT IS FILED WITH THE IRS. AN ELECTRONIC COPY WILL GO TO THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD IS REQUIRED TO DISCLOSE CONFLICTS OF INTEREST WHEN THEY ARISE, AND FILL OUT A NEW CONFLICT OF INTEREST FORM EVERY JANUARY. FORM 990, PART VI, SECTION B, LINE 15 THE STAFF MAKES RECOMMENDATIONS ANNUALLY TO THE BOARD REGARDING SALARY RANGES FOR ALL EMPLOYEE CATEGORIES INCLUDING THE EXECUTIVE DIRECTOR. THE BOARD APPROVES SALARY RANGES FOR ALL EMPLOYEE CATEGORIES INCLUDING THE EXECUTIVE DIRECTOR. MERIT RAISES FOR STAFF ARE APPROVED BY THE EXECUTIVE DIRECTOR, CFO, AND COO WITHIN THOSE ESTABLISHED SALARY RANGES BEFORE BEING PRESENTED TO THE BOARD. STAFF COMPARE SALARY RANGES WITH THE SURVEY RESULTS OF THE NORTHERN CALIFORNIA NONPROFIT ORGANIZATION PARTICIPANTS AND CONSIDER SALARY INCREASES COMPARABLE TO THE NOVEMBER CONSUMER PRICE INDEX FOR ALL CLERICAL WORKERS IN THE WESTERN U.S. THIS PROCESS LAST OCCURRED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CORPORATE CONSULTING & INDEPENDENT CONTRACTORS: PROGRAM SERVICE EXPENSES 1,085,079. MANAGEMENT AND GENERAL EXPENSES 237,680. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,322,759. PART XII LINE 2C NEITHER PROCESS HAS CHANGED FROM THE PRIOR YEAR.