2025-11-14T16:30:40-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 880587390 CLIMATE BREAKTHROUGH INC CLIM 5102244184 2625 ALCATRAZ AVE 116 BERKELEY CA 94705 RACHEL FERGUSON EXECUTIVE DIRECTOR 5102244184 2025-11-14 1 1 AARON M FOX P01365820 2022274000 2025-11-14 2024 2025-03-06 01:10:19Z RACHEL FERGUSON 2625 ALCATRAZ AVE 116 BERKELEY CA 94705 20574971 0 X WWW.CLIMATEBREAKTHROUGH.ORG X 2022 DE TO MAKE AN OUTSIZED IMPACT IN RESOLVING THE CLIMATE CRISIS BY FREEING LEADERS TO TRANSLATE THEIR BOLDEST IDEAS INTO TRANSFORMATIVE CLIMATE ACTION THAT SWIFTLY AND JUSTLY CLOSES THE GAP BETWEEN THE WORLD TODAY AND A SUSTAINABLE FUTURE. 8 8 14 8 0 0 54539466 20244063 0 0 0 324546 771 6362 54540237 20574971 15976344 6939639 0 0 1855904 2155046 0 0 226840 1216030 1417271 19048278 10511956 35491959 10063015 55924205 61061622 9290156 4364558 46634049 56697064 TO LAUNCH BREAKTHROUGH CLIMATE MITIGATION EFFORTS BY IDENTIFYING, SUPPORTING, AND UNLEASHING INNOVATIVE LEADERS WITH TRANSFORMATIVE STRATEGIES. 0 0 9089600 6939639 CLIMATE BREAKTHROUGH WORKED WITH OUR NETWORK OF SCOUTS AROUND THE GLOBE TO IDENTIFY POTENTIAL GRANTEES AND AWARD 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. 9089600 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 14 0 1 14 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 1 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 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 RACHEL A FERGUSON EXECUTIVE DIRECTOR 31.50 X 228777 0 34840 DAWN BICKETT DIRECTOR, FINANCE & OPS 35.00 X 176917 0 32164 ALEXANDRA WANG DIRECTOR, PROGRAMS 31.50 X 173885 0 18415 JESSICA ROSALYN GALERIA DIRECTOR, PHILANTHROPY P'SHIPS 35.00 X 160763 0 23224 OLIVIA DEICH DIRECTOR, IMPACT & LEARNING 31.50 X 147707 0 9603 TASHIE SLOLEY SENIOR GRANTS MANAGER 35.00 X 139286 0 24153 MICHAELA KOKE SENIOR MANAGER, AWARD SELECTION 35.00 X 131268 0 19926 TONY BRICKTUA SENIOR COMMUNICATIONS OFFICER 35.00 X 115247 0 12666 1273850 0 174991 9 0 1 0 CBIZ INC (FKA MARCUM LLP) 1899 L STREET NW 850 WASHINGTON DC 20036 ACCOUNTING/TAX SERVICES 135507 CAPLIN & DRYSDALE CHARTERED 1200 NEW HAMPSHIRE AVE NW 8TH FL WASHINGTON DC 20036 LEGAL SERVICES 103983 2 20244063 20244063 324546 324546 OTHER INCOME 900099 6362 6362 6362 20574971 0 0 330908 3213690 3213690 3725949 3725949 664998 350017 235896 79085 1164094 812982 264679 86433 67053 47223 14927 4903 127762 85884 32207 9671 131139 84430 35047 11662 155406 89660 65564 182 172417 99474 72741 202 567418 327364 239388 666 1440 395 909 136 95305 95305 189743 117484 55223 17036 137179 108069 21541 7569 17599 4827 11109 1663 4804 1318 3032 454 PAYROLL FEES 30506 8367 19256 2883 TELECOMMUNICATION 26313 7217 16609 2487 MISCELLANEOUS 17469 4791 11028 1650 BUSINESS LICENSES 1672 459 1055 158 10511956 9089600 1195516 226840 23969260 34853394 31872364 26107500 1164 0 0 15583 100121 19976 73594 80145 7823 5000 55924205 61061622 150956 150158 9139200 4214400 9290156 4364558 X 14176671 30589564 32457378 26107500 46634049 56697064 55924205 61061622 10063015 0 X 0 1 X 1 0 X 12000000 54539466 20244063 86783529 12000000 54539466 20244063 86783529 65999041 20784488 324546 324546 771 6362 7133 87115208 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 100121 19976 80145 80145 X 20574971 0 20574971 0 20574971 10511956 0 10511956 0 10511956 PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, NO PROVISION FOR UNRELATED BUSINESS INCOME TAXES IS REQUIRED. CLIMATE BREAKTHROUGH HAS NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF DECEMBER 31, 2024 AND 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, 2024 AND 2023. 1 EAST ASIA & THE PACIFIC 0 4 PROGRAM SERVICES SCOUTING, EVALUATION, AND WRAPAROUND CAPACITY BUILDING SERVICES 15308 EAST ASIA & THE PACIFIC 0 6 PROGRAM SERVICES AWARDEE RETREAT & MEETINGS 169706 EAST ASIA & THE PACIFIC 0 0 GRANTMAKING 2142049 EUROPE (INCLUDING ICELAND & GREENLAND) 0 7 PROGRAM SERVICES SCOUTING, EVALUATION, AND WRAPAROUND CAPACITY BUILDING SERVICES 133782 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 598450 NORTH AMERICA (WHICH INCLUDES CANADA AND MEXICO, BUT NOT THE U.S.) 0 3 PROGRAM SERVICES SCOUTING, EVALUATION, AND WRAPAROUND CAPACITY BUILDING SERVICES 128699 NORTH AMERICA (WHICH INCLUDES CANADA AND MEXICO, BUT NOT THE U.S.) 0 0 GRANTMAKING 300000 SOUTH AMERICA 0 5 PROGRAM SERVICES SCOUTING AND WRAPAROUND CAPACITY BUILDING SERVICES 22198 SOUTH AMERICA 0 0 GRANTMAKING 35450 SUB-SAHARAN AFRICA 0 4 PROGRAM SERVICES SCOUTING 10058 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 650000 0 25 0 4 0 29 3510192 695508 4205700 EUROPE (INCLUDING ICELAND & GREENLAND) CAPACITY BUILDING OF CHARITABLE PROJECT AND IMPACT AND LEARNING SUPPORT 201000 E-PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) TO SUPPORT RENEWABLE ENERGY IN EUROPE. 70950 E-PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) TO SUPPORT ORGANIZATIONAL DEVELOPMENT. 26500 E-PAYMENT 0 EAST ASIA & THE PACIFIC TO SUPPORT THE ENERGY TRANSITION AND DECARBONIZATION. 300000 E-PAYMENT 0 EAST ASIA & THE PACIFIC CAPACITY BUILDING OF CHARITABLE PROJECT AND IMPACT AND LEARNING SUPPORT 635500 E-PAYMENT 0 EAST ASIA & THE PACIFIC TO SUPPORT SOLUTIONS IN TRANSIT, AGRICULTURE, AND RESTORATION 300000 E-PAYMENT 0 SOUTH AMERICA TO SUPPORT CLIMATE LEADERSHIP DEVELOPMENT. 35450 E-PAYMENT 0 NORTH AMERICA (WHICH INCLUDES CANADA AND MEXICO, BUT NOT THE U.S.) TO RESEARCH INDIGENOUS GLOBAL CLIMATE CHANGE SOLUTIONS 300000 E-PAYMENT 0 SUB-SAHARAN AFRICA TO SUPPORT RENEWABLE ENERGY APPROACHES. 600000 E-PAYMENT 0 SUB-SAHARAN AFRICA CAPACITY BUILDING OF CHARITABLE PROJECT 50000 E-PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) TO SUPPORT THE REJUVENATION OF BIODIVERSITY IN THE ARCTIC AND BOREAL REGIONS. 300000 E-PAYMENT 0 EAST ASIA & THE PACIFIC TO SUPPORT ENERGY TRANSITION SOLUTIONS. 192500 E-PAYMENT 0 EAST ASIA & THE PACIFIC TO SUPPORT ENERGY TRANSITION SOLUTIONS AND CAPACITY BUILDING SUPPORT 114049 E-PAYMENT 0 EAST ASIA & THE PACIFIC TO SUPPORT SUSTAINABLE ECONOMIC PRACTICES. 600000 E-PAYMENT 0 7 3 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 AND REQUIRING RETURN OF ANY GRANT FUNDS NOT SO USED. 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 BOLD EDUCATION FUND PO BOX 254 HASTINGS NE 68902 455369198 501(C)(3) 2621600 0 GENERAL OPERATING SUPPORT OIL CHANGE INTERNATIONAL 714 G ST SE UNIT 202 WASHINGTON DC 20003 203272355 501(C)(3) 300000 0 TO SUPPORT SUSTAINABLE SOLUTIONS AND PRACTICES TO REDUCE OIL AND GAS EMISSIONS. NC STATE NATURAL RESOURCES FOUNDATION INC NCSU BOX 7207 RALEIGH NC 27695 560653350 501(C)(3) 100000 0 TO SUPPORT RESEARCH ASSESSING THE SUSTAINABILITY AND CARBON FOOTPRINT OF CONVENTIONAL FIBERS. EMERALD CITIES COLLABORATIVE INC 1140 CONNECTICUT AVENUE NW WASHINGTON DC 20036 270920269 501(C)(3) 66050 0 TO SUPPORT CULTURAL SOLUTIONS TO DE-CARBONIZATION MERIDIAN INSTITUTE 105 VILLAGE PLACE PO BOX 1829 DILLON CO 80435 841435420 501(C)(3) 50000 0 TO SUPPORT IMPACT AND LEARNING TOOLS AND RESOURCES. DALBERG CATALYST 1401 K STREET NW 900 WASHINGTON DC 20005 812108637 501(C)(3) 43350 0 TO SUPPORT SUSTAINABLE ECONOMIC SOLUTIONS IN AFRICA OIL CHANGE INTERNATIONAL 714 G ST SE UNIT 202 WASHINGTON DC 20003 203272355 501(C)(3) 32690 0 CAPACITY BUILDING OF CHARITABLE PROJECT 7 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 AND REQUIRING RETURN OF ANY GRANT FUNDS NOT SO USED. 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 0 0 RACHEL A FERGUSON EXECUTIVE DIRECTOR 228777 0 0 0 0 0 14232 0 20608 0 263617 0 0 0 DAWN BICKETT DIRECTOR, FINANCE & OPS 176917 0 0 0 0 0 11159 0 21005 0 209081 0 0 0 ALEXANDRA WANG DIRECTOR, PROGRAMS 173885 0 0 0 0 0 10699 0 7716 0 192300 0 0 0 JESSICA ROSALYN GALERIA DIRECTOR, PHILANTHROPY P'SHIPS 160763 0 0 0 0 0 10121 0 13103 0 183987 0 0 0 TASHIE SLOLEY SENIOR GRANTS MANAGER 139286 0 0 0 0 0 8518 0 15635 0 163439 0 0 0 OLIVIA DEICH DIRECTOR, IMPACT & LEARNING 147707 0 0 0 0 0 9145 0 458 0 157310 0 0 0 MICHAELA KOKE SENIOR MANAGER, AWARD SELECTION 131268 0 0 0 0 0 7863 0 12063 0 151194 0 0 0 PART I, LINE 3 CBI'S MOST RECENT COMPENSATION SURVEY WAS CONDUCTED JUNE 1, 2024. 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 DURING SUMMER 2024. 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.