2024-11-13T18:12:57-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 880587390 CLIMATE BREAKTHROUGH INC CLIM 5102244184 2625 ALCATRAZ AVE 116 BERKELEY CA 94705 RACHEL FERGUSON EXECUTIVE DIRECTOR 5102244184 2024-11-08 1 1 AARON M FOX P01365820 2022274000 2024-11-08 2023 2024-10-15 13:58:12Z RACHEL FERGUSON 2625 ALCATRAZ AVE 116 BERKELEY CA 94705 54540237 0 X WWW.CLIMATEBREAKTHROUGH.ORG X 2022 DE CLIMATE BREAKTHROUGH IS A GLOBAL PHILANTHROPY SUPPORTING AMBITIOUS AND TRANSFORMATIVE CLIMATE ACTION 8 8 13 9 0 0 12000000 54539466 0 0 0 0 0 771 12000000 54540237 0 15976344 0 0 684746 1855904 0 0 174808 173164 1216030 857910 19048278 11142090 35491959 11188925 55924205 46835 9290156 11142090 46634049 X CLIMATE BREAKTHROUGH WORKED WITH OUR NETWORK OF SCOUTS AROUND THE GLOBE TO IDENTIFY POTENTIAL AWARDEES AND PROVIDE GRANTS IN SUPPORT OF LARGE-SCALE CLIMATE MITIGATION STRATEGIES. CLIMATE BREAKTHROUGH SUPPORTED AWARDEES WITH CAPACITY BUILDING SERVICES, INCLUDING THOSE FOCUSED ON IMPACT AND LEARNING, ORGANIZATIONAL DEVELOPMENT, AND EXECUTIVE COACHING. 0 0 17890373 15976344 CLIMATE BREAKTHROUGH WORKED WITH OUR NETWORK OF SCOUTS AROUND THE GLOBE TO IDENTIFY POTENTIAL GRANTEES AND ULTIMATELY AWARDED THREE GRANTS IN SUPPORT OF LARGE-SCALE CLIMATE MITIGATION STRATEGIES. CLIMATE BREAKTHROUGH SUPPORTED GRANTEES WITH CAPACITY BUILDING SERVICES, INCLUDING THOSE FOCUSED ON IMPACT AND LEARNING, ORGANIZATIONAL DEVELOPMENT, AND EXECUTIVE COACHING. 17890373 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 CA X DAWN BICKETT 5102244184 2625 ALCATRAZ AVE 116 BERKELEY CA 94705 WALT REID CHAIR 1.00 X X 0 0 0 DANA BOURLAND SECRETARY 1.00 X X 0 0 0 CHELSEA HILLARD TREASURER (AS OF 12/2023) 1.00 X X 0 0 0 STEPHANIE JONES DIRECTOR 1.00 X 0 0 0 LIZ MCKEON DIRECTOR 1.00 X 0 0 0 TESSA KHAN DIRECTOR 1.00 X 0 0 0 BILHA NDIRANGU DIRECTOR 1.00 X 0 0 0 JESS AYERS DIRECTOR 1.00 X 0 0 0 CRESSIDA POLLOCK TREASURER (UNTIL 10/2023) 1.00 X X 0 0 0 RACHEL A FERGUSON EXECUTIVE DIRECTOR 31.50 X 150843 0 25248 DAWN BICKETT DIRECTOR, OPS AND STRATEGY 35.00 X 149456 0 28103 ALEXANDRA WANG DIRECTOR, PROGRAMS 31.50 X 165890 0 17866 JESSICA ROSALYN GALERIA DIRECTOR,PHILANTHROPY P'SHIPS 35.00 X 149890 0 9958 TASHIE SLOLEY SENIOR GRANTS MGR 35.00 X 135793 0 17637 ROBIN BECK SENIOR PORTFOLIO MGR 26.00 X 129911 0 7795 OLIVIA DEICH DIRECTOR, IMPACT & LEARNING 31.50 X 119457 0 7654 MICHAELA KOKE MANAGER OF CANDIDATES/PARTNERSHIPS 35.00 X 110569 0 17426 1111809 0 131687 8 0 1 0 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 ACCOUNTING/TAX SERVICES 135559 1 54539466 54539466 OTHER INCOME 900099 771 771 771 54540237 0 0 771 5690611 5690611 10285733 10285733 537406 298582 185996 52828 1063466 783388 202380 77698 58308 43370 10766 4172 81247 65903 10149 5195 115477 79039 27156 9282 158933 3247 155686 150471 150471 619009 481220 129514 8275 422 422 43152 43152 58498 27837 20000 10661 121912 108883 7933 5096 2376 2376 5118 5118 PAYROLL FEES 25994 16194 8199 1601 TELECOMMUNICATION 25889 5224 20665 MISCELLANEOUS 3826 1142 2684 BUSINESS LICENSES 430 430 19048278 17890373 983097 174808 5164571 23969260 6000000 31872364 1164 10000 75970 2376 9354 73594 5000 7823 11188925 55924205 46835 150956 9139200 46835 9290156 X 5142090 14176671 6000000 32457378 11142090 46634049 11188925 55924205 35491959 0 X 0 1 X 1 0 X 12000000 54539466 66539466 12000000 54539466 66539466 51668441 14871025 771 771 66540237 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - CREDIT CARD REWARDS SCHEDULE A, PART II: CLIMATE BREAKTHROUGH, INC. WAS LEGALLY INCORPORATED ON JANUARY 12, 2022, AND AS SUCH THE 2022 COLUMN OF THE PUBLIC SUPPORT TEST HERE REPRESENTS THE PERIOD JANUARY 12 TO DECEMBER 31, 2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75970 2376 73594 73594 X 54540237 0 54540237 0 54540237 19048278 0 19048278 0 19048278 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2023, NO PROVISION FOR UNRELATED BUSINESS INCOME TAXES IS REQUIRED. CLIMATE BREAKTHROUGH HAS NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF DECEMBER 31, 2023. CLIMATE BREAKTHROUGH, UNDER THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL AS OF DECEMBER 31, 2023. 1 EAST ASIA & THE PACIFIC 0 0 GRANTMAKING 911619 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 4798705 NORTH AMERICA (WHICH INCLUDES CANADA AND MEXICO, BUT NOT THE U.S.) 0 0 GRANTMAKING 900000 SOUTH AMERICA 0 0 GRANTMAKING 2672529 SOUTH ASIA 0 0 GRANTMAKING 252880 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 750000 NORTH AMERICA 0 0 PROGRAM SERVICES AWARDEE RETREAT AND MEETINGS 98810 0 0 0 0 0 0 10384543 0 10384543 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES TO ADDRESS DEFORESTATION THROUGH RENEWABLE RESOURCES. 900000 E-PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM TO BUILD CLIMATE RESILIENCE IN VULNERABLE REGIONS. 1800000 E-PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM TO SUPPORT RENEWABLE ENERGY IN EUROPE. 2629060 E-PAYMENT 0 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, TO SUPPORT SOLUTIONS IN MOBILITY, AGRICULTURE, AND LAND RESTORATION. 252880 E-PAYMENT 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, TO SUPPORT CLIMATE LEADERSHIP DEVELOPMENT. 2672529 E-PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM TO SUPPORT RENEWABLE ENERGY ACCESS IN DEVELOPING COUNTRIES. 67031 E-PAYMENT 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, TO SUPPORT SUSTAINABLE ECONOMIC PRACTICES IN INDONESIA. 300000 E-PAYMENT 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, TO SUPPORT RENEWABLE ENERGY APPROACHES IN AFRICA. 750000 E-PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM TO SUPPORT AN EQUITABLE ENERGY TRANSITION IN THE UNITED KINGDOM. 302614 E-PAYMENT 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, TO SUPPORT ENERGY TRANSITION SOLUTIONS IN VIETNAM. 211176 E-PAYMENT 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, TO SUPPORT SUSTAINABLE ECONOMIC DEVELOPMENT IN INDONESIA. 400000 E-PAYMENT 0 9 2 0 0 0 0 0 0 PART I, LINE 2: BEFORE GRANTING TO A NON-U.S. BASED ORGANIZATION, CLIMATE BREAKTHROUGH REQUIRES DOCUMENTATION CONFIRMING AND DESCRIBING THE ORGANIZATION'S LEGAL STATUS, PURPOSE AND MISSION, AND CAPACITY TO CARRY OUT THE GRANT PURPOSES. CLIMATE BREAKTHROUGH REQUIRES ALL GRANTEES TO SIGN A WRITTEN GRANT AGREEMENT GOVERNING USE OF THE GRANT FUNDS, INCLUDING REQUIRING GRANT FUNDS TO BE USED EXCLUSIVELY FOR CHARITABLE PURPOSES. DURING THE GRANT PERIOD, WE HAVE QUARTERLY MEETINGS TO COLLECT INFORMATION FROM GRANTEES REGARDING THEIR ACTIVITIES AND USE OF GRANT FUNDS. WE ALSO COLLECT AND REVIEW ANNUAL FINANCIAL REPORTS TO ENSURE THE USE OF OUR GRANT FUNDS COMPLY WITH THE TERMS OF THE GRANT AGREEMENT. 1 DALBERG CATALYST 1401 K STREET NW 900 WASHINGTON DC 20005 812108637 501(C)(3) 2656648 0 TO SUPPORT SUSTAINABLE ECONOMIC SOLUTIONS IN AFRICA. EMERALD CITIES COLLABORATIVE INC 1140 CONNECTICUT AVENUE NW WASHINGTON DC 20036 270920269 501(C)(3) 2633963 0 TO SUPPORT CULTURAL SOLUTIONS TO DE-CARBONIZATION. BOLD EDUCATION FUND PO BOX 254 HASTINGS NE 68902 455369198 501(C)(3) 300000 0 GENERAL OPERATING SUPPORT NC STATE NATURAL RESOURCES FOUNDATION NCSU BOX 7207 RALEIGH NC 27695 560653350 501(C)(3) 100000 0 TO SUPPORT RESEARCH ASSESSING THE SUSTAINABILITY AND CARBON FOOTPRINT OF CONVENTIONAL AND ALTERNATIVE FIBERS. 4 0 PART I, LINE 2: BEFORE GRANTING TO U.S.-BASED ORGANIZATIONS, CLIMATE BREAKTHROUGH REQUIRES DOCUMENTATION CONFIRMING AND DESCRIBING THE ORGANIZATION'S LEGAL STATUS, PURPOSE AND MISSION, AND CAPACITY TO CARRY OUT THE GRANT PURPOSES. CLIMATE BREAKTHROUGH REQUIRES ALL GRANTEES TO SIGN A WRITTEN GRANT AGREEMENT GOVERNING USE OF THE GRANT FUNDS, INCLUDING REQUIRING GRANT FUNDS TO BE USED EXCLUSIVELY FOR CHARITABLE PURPOSES. DURING THE GRANT PERIOD, WE HAVE QUARTERLY MEETINGS TO COLLECT INFORMATION FROM GRANTEES REGARDING THEIR ACTIVITIES AND USE OF GRANT FUNDS. WE ALSO COLLECT AND REVIEW ANNUAL FINANCIAL REPORTS TO ENSURE THE USE OF OUR GRANT FUNDS COMPLY WITH THE TERMS OF THE GRANT AGREEMENT. X X X X 0 0 0 0 0 0 0 1 0 ALEXANDRA WANG DIRECTOR, PROGRAMS 165890 0 0 0 0 0 10411 0 7455 0 183756 0 0 0 DAWN BICKETT DIRECTOR, OPS AND STRATEGY 149456 0 0 0 0 0 9275 0 18828 0 177559 0 0 0 RACHEL A FERGUSON EXECUTIVE DIRECTOR 150843 0 0 0 0 0 9550 0 15698 0 176091 0 0 0 JESSICA ROSALYN GALERIA DIRECTOR,PHILANTHROPY P'SHIPS 149890 0 0 0 0 0 8805 0 1153 0 159848 0 0 0 TASHIE SLOLEY SENIOR GRANTS MGR 135793 0 0 0 0 0 8190 0 9447 0 153430 0 0 0 PART I, LINE 7 ROBIN BECK RECEIVED A NON-FIXED, DISCRETIONARY BONUS DURING 2023. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUTSIDE TAX ACCOUNTANTS. THE FORM IS REVIEWED BY MANAGEMENT, AND THEN SENT TO ALL VOTING MEMBERS OF THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL INCOMING DIRECTORS AND OFFICERS. IT IS THEN PROVIDED ANNUALLY TO ALL INCUMBENT DIRECTORS AND OFFICERS. EACH OFFICER AND DIRECTOR ANNUALLY CONFIRMS THAT THEY UNDERSTAND AND WILL COMPLY WITH THE POLICY AND MUST PROVIDE THE FOLLOWING INFORMATION: (A) THE DIRECTOR OR OFFICER'S (OR A FAMILY MEMBER'S) OUTSIDE EMPLOYMENT OR CONSULTING WORK; (B) THE DIRECTOR OR OFFICER'S (OR A FAMILY MEMBER'S) BOARD MEMBERSHIP OR AFFILIATION WITH OTHER ORGANIZATIONS; AND (C) EACH ENTITY IN WHICH THE DIRECTOR OR OFFICER (OR FAMILY MEMBER) HAS DIRECTLY OR INDIRECTLY A 35% OWNERSHIP INTEREST. THE BOARD OF DIRECTORS DETERMINES IF AN ACTUAL OR APPARENT CONFLICT EXISTS AND IS RESPONSIBLE FOR ANY REQUIRED REVIEW AND ACTION. IN ALL CASES, THE CONFLICTED DIRECTORS MUST RECUSE THEMSELVES FROM VOTING ON MATTERS INVOLVING A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION ENGAGED AN OUTSIDE COMPENSATION EXPERT FIRM TO REVIEW COMPENSATION DATA FOR THE EXECUTIVE POSITIONS OF CLIMATE BREAKTHROUGH'S PEER ORGANIZATIONS. RESULTS OF THIS ANALYSIS WERE PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW, DISCUSSION, AND DOCUMENTATION. THE BOARD SET THE EXECUTIVE DIRECTOR'S COMPENSATION IN ALIGNMENT WITH THE COMPENSATION ANALYSIS. THIS PROCESS WAS LAST UNDERTAKEN ON MARCH 14, 2022. FORM 990, PART VI, SECTION C, LINE 19 CLIMATE BREAKTHROUGH MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.