2024-11-15T21:42:19-06:00 2023-12-31 814234542 BPM LLP 10 ALMADEN BOULEVARD SUITE 1000 SAN JOSE CA 951132238 990 2023-01-01 261339988 CALCEF INNOVATIONS CALC 4159570167 2150 ALLSTON WAY 360 BERKELEY CA 94704 CHRISTINA BORSUM CFO 4159570167 2024-11-15 1 0 TAMARA L MCINERNEY P00011797 4089616300 2024-11-15 2023 2024-10-15 13:58:12Z NEW ENERGY NEXUS DANNY KENNEDY 2150 ALLSTON WAY 360 BERKELEY CA 94704 16502184 0 X WWW.NEWENERGYNEXUS.COM X 2007 CA GROW CLEAN ENERGY MARKETS AND ACCELERATE ADOPTION OF CLEAN ENERGY TECHNOLOGY IN EQUITABLE MANNER. 4 4 0 0 0 0 6956995 15808402 480231 465380 133229 227899 812 503 7571267 16502184 191858 695033 0 0 844080 4822178 0 0 579171 5259157 6171196 6295095 11688407 1276172 4813777 18703810 23001145 1745673 2035988 16958137 20965157 OPTIMIZING THE CLEAN ENERGY TRANSITION - 100%+ CLEAN ENERGY ECONOMY FOR THE 100%. 0 0 6627540 695033 452236 CALCEF INNOVATIONS CONTINUED, UNDER THE BRAND NAME NEW ENERGY NEXUS, A DIVERSE GLOBAL NETWORK OF CLEAN ENERGY INCUBATORS AND ACCELERATORS, WHICH INCLUDED DEEP ENGAGEMENT WITH CLEAN ENERGY ENTREPRENEURS IN VARIOUS STAGES OF TECHNICAL AND MARKET READINESS IN INDONESIA, VIETNAM, PHILIPPINES, THAILAND AND CHINA AS WELL AS NEW YORK STATE. 1725067 13144 CALCEF INNOVATIONS FISCALLY SPONSORED SEVERAL PROJECTS THAT ARE CLOSELY MISSION-ALIGNED, SUCH AS ENERGY PEACE PARTNERS, NAVAJO POWER, AND PRE-DEVELOPMENT INTO RENEWABLE BIOMASS ENERGY PROJECTS. 1161020 CALCEF INNOVATIONS CONDUCTED MANY EDUCATIONAL EVENTS TO BRING TOGETHER STAKEHOLDERS OF THE CLEAN ENERGY SYSTEM TO ACCELERATE THE CLEAN ENERGY TRANSITION. THIS INCLUDED SIGNIFICANT EXPLORATION ON THE VIABILITY OF COMMUNITY-BASED INVESTMENTS INTO CLEAN ENERGY AND ECOSYSTEMS IN CALIFORNIA. 9513627 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1 33 0 1 0 0 1 CH ID SN VM 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 1 1 1 1 0 CA WA NY VT TX MD MA FL NC PA X GRACE NITAFAN 4159570167 2150 ALLSTON WAY BERKELEY CA 94704 IAN ROGOFF CHAIRMAN 3.00 4.00 X X 0 0 0 JON FOSTER BOARD MEMBER 3.00 4.00 X 0 0 0 MICHEL GELOBTER BOARD MEMBER 1.00 2.00 X 0 0 0 SHERRI PITTMAN HOWARD TO 121623 BOARD MEMBER 1.00 1.00 X 0 0 0 CHIA-LIN SIMMONS BOARD MEMBER 1.00 1.00 X 0 0 0 HORST SIMON RESIGNED TO 4323 BOARD MEMBER 1.00 1.00 X 0 0 0 P KEVIN SMITH TO 4323 BOARD MEMBER 1.00 1.00 X 0 0 0 DANNY KENNEDY EXECUTIVE DIRECTOR 19.44 20.56 X 0 221950 38440 CHRISTINA BORSUM CFO 21.46 18.54 X 0 183695 9586 REBECCA LEE MANAGING DIRECTOR OF CA 6.62 33.37 X 0 157500 0 ELIZABETH ANDREWS CHIEF DEVELOPMENT OFFICER 40.06 0.00 X 0 160483 8415 GRACE NITAFAN CONTROLLER 20.55 15.45 X 0 155722 13657 TRISTAN TREMSCHNIG COMMUNICATIONS DIRECTOR 17.98 21.83 X 0 138496 6924 0 1017846 77022 0 0 1 0 PR CLEAN ENERGY SIGNAPORE PTE LTD 312A TANGLIN ROAD SINGAPORE SN 247982 CONSULTING 356754 DEEL INC 425 1ST ST SAN FRANCISCO CA 94105 CONSULTING 310424 DEVELOPWELL 3301 RICHMOND HWY 1090 ALEXANDRIA VA 22301 CONSULTING 258625 ROCKY MOUNTAIN INSTITUTE 2490 JUNCTION PLACE STE 200 BOULDER CO 80301 CONSULTING 256488 BPM LLP 2001 NORTH MAIN STREET SUITE 360 WALNUT CREEK CA 94596 CONSULTING 156625 6 2680973 13127429 15808402 PROGRAM AND ADVISORY SERVICES 900099 465380 465380 465380 227899 227899 OTHER INCOME 900099 503 503 503 16502184 465380 0 228402 X 658000 658000 37033 37033 410879 288754 78736 43389 3637564 2532986 719033 385545 42377 42377 521295 405696 62931 52668 210063 156302 28498 25263 85080 72882 12198 191920 75766 116154 3778696 3568697 206768 3231 7769 7711 58 27811 19764 7816 231 207409 68351 137487 1571 166150 79845 86305 361366 257845 46255 57266 314887 289096 18812 6979 3967 3967 23653 7170 16483 FISCAL SPONSORSHIPS 727306 727306 PUBLIC RELATIONS 115683 115038 645 WEBSITE 55042 48567 6475 LICENSE/TAXES/FEES 29891 18265 10676 950 74566 36176 36370 2020 11688407 9513627 1595609 579171 2595525 3367526 4439698 3771490 2595355 2904608 163935 2697365 146255 122946 1905 1905 0 0 8545289 9867185 217753 270025 18703810 23001145 1321519 1452197 76629 146381 347525 437410 1745673 2035988 X 5033695 10226403 11924442 10738754 16958137 20965157 18703810 23001145 X 4813777 -806757 X 0 0 0 X 2323676 6080592 8189863 6956995 15808402 39359528 2323676 6080592 8189863 6956995 15808402 39359528 14495703 24863825 70971 116827 135312 133229 227889 684228 34174 812 503 35489 40079245 1695256 0.62040 0.33370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1905 1905 0 0 CKERS CAPITAL MAURITIUS LIMITED NOTE RECEIVABLE 5042599 C INVESTMENT IN RELATED PARTY 4824586 C 9867185 INTERCOMPANY PAYABLE 437410 437410 0 NORTH AMERICA 0 2 PROGRAM SERVICE CONSULTANT FOR PROGRAM SERVICES FOR NEW ENERGY NEXUS PROGRAM 69870 EAST ASIA AND THE PACIFIC 5 44 PROGRAM SERVICE CONSULTANT FOR PROGRAM SERVICES FOR NEW ENERGY NEXUS PROGRAM 1214413 EUROPE 0 2 PROGRAM SERVICE CONSULTANT FOR PROGRAM SERVICES FOR NEW ENERGY NEXUS PROGRAM 87411 SUB-SAHARAN AFRICA 1 1 PROGRAM SERVICE, GRANT MAKING CONSULTANT FOR PROGRAM SERVICES FOR NEW ENERGY NEXUS PROGRAM 58786 SOUTH ASIA 0 7 PROGRAM SERVICE CONSULTANT FOR PROGRAM SERVICES FOR NEW ENERGY NEXUS PROGRAM 85627 6 56 0 0 6 56 1516107 0 1516107 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 37033 0 0 0 0 0 0 0 PART I, LINE 2: CALCEF HAS A PROCUREMENT POLICY THAT INCLUDES DUE DILIGENCING OF VENDORS BASED ON CONTRACT SIZES. FOR NON-ROFIT VENFORS IT INCLUDES SIGNIFICANT DUE DILIGENCE INCLUDING RECOMMENDATIONS FROM CALCEF'S NETWORK AS WELL AS REFERENCE CHECKS. 0 UC SANTA CRUZ FOUNDATION 1156 HIGH ST SANTA CRUZ CA 95064 501(C)3 15000 0 GENERAL SUPPORT AMALGAMATED CHARITABLE FOUNDATION INC 1825 K STREET NORTHWEST WASHINGTON DC 20006 501(C)3 643000 0 GENERAL SUPPORT 2 X X X X X 0 0 0 0 0 0 0 0 0 DANNY KENNEDY EXECUTIVE DIRECTOR 0 221950 0 0 0 0 0 0 0 38440 0 260390 0 0 CHRISTINA BORSUM CFO 0 183695 0 0 0 0 0 0 0 9586 0 193281 0 0 GRACE NITAFAN CONTROLLER 0 155722 0 0 0 0 0 0 0 13657 0 169379 0 0 ELIZABETH ANDREWS CHIEF DEVELOPMENT OFFICER 0 160483 0 0 0 0 0 0 0 8415 0 168898 0 0 REBECCA LEE MANAGING DIRECTOR OF CA 0 157500 0 0 0 0 0 0 0 0 0 157500 0 0 PART I, LINE 3 THE RELATED ORGANIZATION USES A COMPENSATION COMMITTEE, AN IDENPENDENT COMPENSATION CONSULTANT, WTITTEN EMPLOYEMENT CONTRACTOR, AND APPROVAL BY THE BOARD OR COMPENSATION COMITTEE TO ESTABLISH COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7A PER BY BAYLAWS, THE BOARD OF THE CALIFORNIA CLEAN ENERGY FUND ( DBA CALCEF VENTURES) APPOINTS THE BOARD MEMBERS OF THE ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 8B CALCEF INNOVATION'S GEVERNING BODY DID NOT DELEGATE AUTHORITY TO ACT ON ITS BEHALF TO ANY EXECUTIVE COMMITTE OR ANY OTHER SIMILAR COMMITTE. ACCORDINGLY, DOCUMENTATION DOES NOT EXIST BECAUSE NO SUCH COMMITTEES EXIST. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR WILL REVIEW THE RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE BY DIRECTORS, CORPORATE OFFICERS, TOP MANAGEMENT, KEY EMPLOYEES; BOARD REVIEW AND DISPOSITION PER POLICY STANDARDS' DETAILED RECORDS. FORM 990, PART VI, SECTION B, LINE 15 CALIFORNIA CLEAN ENERGY FUND, THE ENTITY THAT CONTROLS CALCEF INNOVATIONS AND SERVES AS THE PAYMASTER FOR ALL SHARED STAFF, CONTRACTED WITH AN INDEPENDENT COMPENSATION EXPERT IN 2013 TO REVIEW THE EXECURIVE DIRECTOR'S SALARY, THIS INFORMATION WAS USED, UPDATED FOR COST-OF-LIVING INCREASE SINCE 2013, TO FINALIZE AN OFFER FOR MANAGING DIRECTORS WHO WERE HIRED IN 2015 AND WHOSE COMPENSATION REMAINED UNCHANGED IN 2023. COMPENSATION LEVELS ARE CONTINUOUSLY MONITORED IN BUDEGET AND STAFF PLANNING REVIEWS TO ENSURE CONTINUED APPROPRIATENESS, FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROJECT CONSULTANTS: PROGRAM SERVICE EXPENSES 3,210,056. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,210,056. CONSULTING DEVELOPMENT: PROGRAM SERVICE EXPENSES 38,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,000. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 320,641. MANAGEMENT AND GENERAL EXPENSES 206,768. FUNDRAISING EXPENSES 3,231. TOTAL EXPENSES 530,640. FORM 990, PART XI, LINE 9: ENERGY PEACE PARTNERS MERGER OUT -806,757. FORM 990, PART X PRIOR YEAR BALANCE SHEET HAS BEEN RESTATED, THE 2022 RETURN WILL BE AMENDED TO REFLECT THE CHANGES. 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