2025-11-17T09:22:21-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 883587010 CLIMATE EQUITY ACTION FUND CLIM 2025951061 1100 13TH ST NW 800 WASHINGTON DC 20005 ANDREA CRISTINA MERCADO PRESIDENT & CEO 2025951061 2025-11-14 1 1 AARON M FOX P01365820 2022274000 2025-11-14 2024 2025-03-06 01:10:19Z ANDREA CRISTINA MERCADO 1100 13TH ST NW 800 WASHINGTON DC 20005 11593121 0 X HTTPS://WWW.THEEQUITYFUND.ORG/ X 2022 DC INVEST IN STRATEGIES THAT BUILD A POWERFUL BASE TO SECURE CLEAN ENERGY POLICY WINS. 3 3 0 3 0 0 230000 11593121 0 0 0 0 0 0 230000 11593121 0 9440000 0 0 0 713123 0 0 110557 58213 208733 58213 10361856 171787 1231265 223150 4316567 51363 2913515 171787 1403052 X THE CLIMATE EQUITY ACTION FUND (CEAF) WORKS HAND-IN-HAND WITH COMMUNITY-BASED PARTNERS IN CRITICAL STATES ACROSS THE COUNTRY TO SECURE AND SUSTAIN POLICY WINS FOR CLIMATE AND CLEAN ENERGY. BUILDING ON OVER A DECADE OF TRUST WITH LEADING INDEPENDENT ADVOCACY ORGANIZATIONS IN EACH STATE, WE DEPLOY STRATEGIC GRANTS AND TECHNICAL ASSISTANCE TO BUILD A BROAD AND DIVERSE BASE OF SUPPORT THAT ACHIEVES RESULTS. THE EQUITY ACTION FUND ALSO SELECTIVELY HELPS ELECT CLEAN ENERGY CHAMPIONS TO PUBLIC OFFICE. 0 0 9720707 9440000 GRANT PROGRAMS: GRANTMAKING, POLICY RESEARCH, STRATEGIC COMMUNICATIONS, AND TECHNICAL ASSISTANCE THAT INCREASE THE IMPACT, EFFICACY AND SCALE OF COMMUNITY-LED NON-PARTISAN CIVIC PARTICIPATION AND POLICY ADVOCACY.TECHNICAL ASSISTANCE WITH THE DEVELOPMENT AND DEPLOYMENT OF VOTER MODELING AND OTHER SPECIALIZED RESOURCES. 103242 POLICY ACCELERATOR: DONOR ADVISING AND GRANTMAKING THAT PROPELS MULTI-RACIAL VOTER SUPPORT TO ELECT CLIMATE CHAMPIONS AND SECURE POLICY WINS FOR CLIMATE ACTION AND CLEAN ENERGY BY INCREASING THE VOTE SHARE, POLITICAL POWER AND POLICY RESPONSIVENESS TO BLACK, INDIGENOUS, LATINX, AAPI, IMMIGRANT, AND LOW-WEALTH MULTIRACIAL COMMUNITIES. 9823949 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 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 0 1 5 0 1 0 0 0 0 0 1 1 0 0 0 X 3 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X CBIZ ADVISORS LLC 2022274254 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 X ROGER KIM PRESIDENT - UNTIL 04/2024 4.00 X X 0 0 0 MICHELLE DEPASS CHAIR 4.00 X X 0 0 0 JULIE FERNANDES TREASURER 4.00 X X 0 0 0 SARAH CHRISTIANSEN SECRETARY 4.00 X X 0 0 0 0 0 0 0 0 0 0 0 11593121 11593121 11593121 0 0 0 9440000 9440000 26388 792 25332 264 553566 266223 208749 78594 10038 4634 4036 1368 79954 37613 31235 11106 43177 19932 17359 5886 30758 6526 23024 1208 29885 6341 22371 1173 102428 21732 76674 4022 1821 107 1031 683 13304 5762 5840 1702 3565 1485 1642 438 13856 7168 4283 2405 12991 5627 5703 1661 MEMBER. / REGISTR. FEES 125 7 71 47 10361856 9823949 427350 110557 223150 4241567 0 75000 223150 4316567 5825 1086 0 2065000 45538 847429 51363 2913515 X 100000 1403052 71787 0 171787 1403052 223150 4316567 1231265 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3835000 0 3835000 3835000 0 PART I-A, LINE 1: THE CEAF GRANT PROGRAM MAKES GRANTS TO 501(C)(4) NONPROFITS. A PORTION OF SOME GRANT AWARDS MAY BE USED FOR POLITICAL EXPENDITURES. 0 DUE TO RELATED PARTY 847429 847429 X 11593121 0 11593121 0 11593121 10361856 0 10361856 0 10361856 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2024, THE ACTION FUND HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 CASA IN ACTION 8151 15TH AVENUE HYATTSVILLE MD 20783 272145405 501(C)(4) 285000 0 GENERAL OPERATING SUPPORT CASA IN ACTION 8151 15TH AVENUE HYATTSVILLE MD 20783 272145405 501(C)(4) 195000 0 POLITICAL ACTIVITIES SUPPORT GEORGIA CONSERVATION VOTERS INC 830 GLENWOOD AVENUE SE SUITE 510-348 ATLANTA GA 30316 582525235 501(C)(4) 275000 0 GENERAL OPERATING SUPPORT GEORGIA CONSERVATION VOTERS INC 830 GLENWOOD AVENUE SE SUITE 510-348 ATLANTA GA 30316 582525235 501(C)(4) 150000 0 POLITICAL ACTIVITIES SUPPORT FLORIDA RISING INC 10800 BISCAYNE BOULEVARD SUITE 1050 MIAMI FL 33161 270167620 501(C)(4) 150000 0 GENERAL OPERATING SUPPORT FLORIDA RISING INC 10800 BISCAYNE BOULEVARD SUITE 1050 MIAMI FL 33161 270167620 501(C)(4) 250000 0 POLITICAL ACTIVITIES SUPPORT MAKE THE ROAD ACTION 449 TROUTMAN STREET BROOKLYN NY 11237 271408443 501(C)(4) 225000 0 GENERAL OPERATING SUPPORT MAKE THE ROAD ACTION 449 TROUTMAN STREET BROOKLYN NY 11237 271408443 501(C)(4) 145000 0 POLITICAL ACTIVITIES SUPPORT NEW VIRGINIA MAJORITY 3801 MOUNTVERNON AVENUE ALEXANDRIA VA 22305 261377619 501(C)(4) 195000 0 GENERAL OPERATING SUPPORT NEW VIRGINIA MAJORITY 3801 MOUNTVERNON AVENUE ALEXANDRIA VA 22305 261377619 501(C)(4) 150000 0 POLITICAL ACTIVITIES SUPPORT WE THE PEOPLE ACTION FUND 440 BURROUGHS STREET SUITE 174 DETROIT MI 48202 843528071 501(C)(4) 100000 0 GENERAL OPERATING SUPPORT WE THE PEOPLE ACTION FUND 440 BURROUGHS STREET SUITE 174 DETROIT MI 48202 843528071 501(C)(4) 200000 0 POLITICAL ACTIVITIES SUPPORT MICHIGAN PEOPLES CAMPAIGN PO BOX 32992 DETROIT MI 48232 464173944 501(C)(4) 100000 0 GENERAL OPERATING SUPPORT MICHIGAN PEOPLES CAMPAIGN PO BOX 32992 DETROIT MI 48232 464173944 501(C)(4) 200000 0 POLITICAL ACTIVITIES SUPPORT LIVING UNITED FOR CHANGE IN ARIZONA 5716 NORTH 19TH AVENUE PHOENIX AZ 85015 271398645 501(C)(4) 245000 0 GENERAL OPERATING SUPPORT LEAGUE OF CONSERVATION VOTERS INC 740 15TH STREET NW SUITE 700 WASHINGTON DC 20005 521733698 501(C)(4) 245000 0 GENERAL OPERATING SUPPORT TAKE ACTION MINNESOTA 2356 UNIVERSITY AVENUE WEST SUITE 401A SAINT PAUL MN 55114 203338691 501(C)(4) 100000 0 GENERAL OPERATING SUPPORT TAKE ACTION MINNESOTA 2356 UNIVERSITY AVENUE WEST SUITE 401A SAINT PAUL MN 55114 203338691 501(C)(4) 125000 0 POLITICAL ACTIVITIES SUPPORT FAITH IN MINNESOTA 2356 UNIVERSITY AVENUE WEST SUITE 405 ST PAUL MN 55114 822271968 501(C)(4) 100000 0 GENERAL OPERATING SUPPORT FAITH IN MINNESOTA 2356 UNIVERSITY AVENUE WEST SUITE 405 ST PAUL MN 55114 822271968 501(C)(4) 125000 0 POLITICAL ACTIVITIES SUPPORT POWER ACTION FUND 900 S ARLINGTON AVENUE HARRISBURG PA 17109 861492251 501(C)(4) 110000 0 GENERAL OPERATING SUPPORT POWER ACTION FUND 900 S ARLINGTON AVENUE HARRISBURG PA 17109 861492251 501(C)(4) 110000 0 POLITICAL ACTIVITIES SUPPORT OUR VOICE OUR VOTE ARIZONA 1241 E WASHINGTON STREET PHOENIX AZ 85034 823222019 501(C)(4) 220000 0 GENERAL OPERATING SUPPORT BLACK VOTERS MATTER FUND INC 4751 BEST ROAD SUITE 200 ATLANTA GA 30337 813625061 501(C)(4) 50000 0 GENERAL OPERATING SUPPORT BLACK VOTERS MATTER FUND INC 4751 BEST ROAD SUITE 200 ATLANTA GA 30337 813625061 501(C)(4) 165000 0 POLITICAL ACTIVITIES SUPPORT PENNSYLVANIA UNITED 841 CALIFORNIA AVENUE ALLEGHENY PA 15212 823674888 501(C)(4) 125000 0 GENERAL OPERATING SUPPORT PENNSYLVANIA UNITED 841 CALIFORNIA AVENUE ALLEGHENY PA 15212 823674888 501(C)(4) 80000 0 POLITICAL ACTIVITIES SUPPORT COALFIELD JUSTICE ACTION PO BOX 4023 WASHINGTON PA 15301 331728329 501(C)(4) 185000 0 GENERAL OPERATING SUPPORT 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HOME NORTH CAROLINA 2617 SPRINGWOOD DRIVE GREENSBORO NC 27403 831236736 501(C)(4) 135000 0 GENERAL OPERATING SUPPORT ORGANIZE PENNSYLVANIA (DBA ONE PENNSYLVANIA) 1414 BRIGHTON ROAD PITTSBURGH PA 15212 820714373 501(C)(4) 45000 0 GENERAL OPERATING SUPPORT ORGANIZE PENNSYLVANIA (DBA ONE PENNSYLVANIA) 1414 BRIGHTON ROAD PITTSBURGH PA 15212 820714373 501(C)(4) 80000 0 POLITICAL ACTIVITIES SUPPORT INSTITUTO POWER 221 E INDIANOLA AVENUE PHOENIX AZ 85012 832870376 501(C)(4) 125000 0 GENERAL OPERATING SUPPORT LAND STEWARDSHIP ACTION FUND 821 E 35TH STREET SUITE 200 MINNEAPOLIS MN 55407 824347114 501(C)(4) 50000 0 GENERAL OPERATING SUPPORT LAND STEWARDSHIP ACTION FUND 821 E 35TH STREET SUITE 200 MINNEAPOLIS MN 55407 824347114 501(C)(4) 70000 0 POLITICAL ACTIVITIES SUPPORT CENTER FOR CIVIC ACTION PO BOX 27616 ALBUQUERQUE NM 87125 020779812 501(C)(4) 70000 0 GENERAL OPERATING SUPPORT CENTER FOR CIVIC ACTION PO BOX 27616 ALBUQUERQUE NM 87125 020779812 501(C)(4) 50000 0 POLITICAL ACTIVITIES SUPPORT 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871782129 501(C)(4) 20000 0 GENERAL OPERATING SUPPORT 0 62 PART I, LINE 2: ALL OUTGOING GRANTS REQUIRE FORMAL REPORTING AT THE END OF EACH GRANT YEAR AND UPON GRANT COMPLETION, ALLOWING PROGRAM OFFICERS TO ASSESS GRANTEE PROGRESS AND THE USE OF FUNDS. IN ADDITION TO THESE REPORTS, PROGRAM OFFICERS MAINTAIN REGULAR COMMUNICATION WITH GRANTEES THROUGH MONTHLY PHONE CALLS AND AIM TO MEET WITH EACH GRANTEE AT LEAST ONCE ANNUALLY, EITHER AT STATE SUMMITS OR DURING SITE VISITS. X 0 0 0 0 0 0 0 0 0 PART II: CLIMATE EQUITY ACTION FUND (CEAF) AND CLIMATE AND CLEAN ENERGY EQUITY FUND (CCEEF) HAVE ENTERED INTO A COST SHARING ARRANGEMENT UNDER WHICH CEAF REIMBURSES CCEEF FOR CEAF'S ALLOCABLE SHARE OF THE COMPENSATION OF CERTAIN EMPLOYEES FOR PERFORMING SERVICES PROVIDED TO CEAF. COMPENSATION REIMBURSED BY CEAF IS NOT ADDITIVE TO THE COMPENSATION REPORTED BY CCEEF. CEAF AND CCEEF ARE NOT "RELATED ORGANIZATIONS" AS THAT TERM IS DEFINED IN THE FORM 990, GLOSSARY. PURSUANT TO THEIR AGREEMENT, CEAF REIMBURSED CCEEF FOR ITS SHARE OF COMPENSATION AS FOLLOWS: ROGER KIM (CEO & PRESIDENT - OFFICER) $26,388 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PROVIDED FOR REVIEW TO THE FULL BOARD BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS WILL BE REQUIRED TO COMPLETE ANNUAL CONFLICT-OF-INTEREST DISCLOSURE FORMS, DETAILING ANY PERSONAL, FINANCIAL, OR PROFESSIONAL RELATIONSHIPS THAT MAY PRESENT A CONFLICT. CEAF WILL PROVIDE A CONFIDENTIAL REPORTING MECHANISM FOR INDIVIDUALS TO REPORT SUSPECTED VIOLATIONS OF THE CONFLICT-OF-INTEREST POLICY WITHOUT FEAR OF RETALIATION. IN THE EVENT OF A VIOLATION, CEAF WILL FOLLOW ESTABLISHED PROCEDURES FOR INVESTIGATION AND ENFORCEMENT. CONSEQUENCES MAY INCLUDE DISCIPLINARY ACTION OR OTHER MEASURES DEEMED APPROPRIATE. CEAF AIMS TO FOSTER A CULTURE OF TRANSPARENCY AND ACCOUNTABILITY WHILE EFFECTIVELY MANAGING CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE FORMS 1023 AND 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.