2025-11-12T09:26:42-06:00 2024-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2024-07-01 260566540 CALIFORNIA FORWARD CALI 9164910022 1121 L STREET SUITE 802 SACRAMENTO CA 95814 KATE GORDON PRESIDENT & CEO 9164910022 2025-11-10 1 1 AMANDA H WILLIAMS P01281212 9166466464 2025-11-10 2024 2025-03-06 01:10:19Z X KATE GORDON 1121 L STREET SUITE 802 SACRAMENTO CA 95814 1943370 0 X CAFWD.ORG X 2007 CA CALIFORNIA FORWARD (CA FWD) BRINGS PEOPLE TOGETHER ACROSS REGIONS TO IMPROVE GOVERNMENT AND CREATE RESILIENT GROWTH STATEWIDE. 14 14 13 20 0 0 1444638 1543652 603618 398222 2212 1496 0 0 2050468 1943370 682 13000 0 0 1757955 621287 0 0 37532 1563145 915731 3321782 1550018 -1271314 393352 498764 922279 122329 152492 376435 769787 CA FWD DRIVES ACTION TO IDENTIFY SOLUTIONS THAT CAN BE TAKEN TO SCALE TO MEET THE CHALLENGES THE STATE IS FACING. THE ORGANIZATION IS DRIVEN BY THE BELIEF THAT REGIONAL SOLUTIONS ACROSS THE STATE WILL HELP ENSURE ECONOMIC, ENVIRONMENTAL, AND SOCIAL PROSPERITY. 0 0 869531 243337 REGIONAL ACTION AND METRICS:CA FWD SUPPORTED REGIONAL ECONOMIC DEVELOPMENT ACTIVITIES ACROSS THE STATE, INCLUDING THROUGH THE CALIFORNIA JOBS FIRST PROGRAM, AND HOSTED ITS ANNUAL CALIFORNIA ECONOMIC SUMMIT WITH REGIONAL PARTNERS IN SACRAMENTO. 178541 REGIONAL LEADERSHIP DEVELOPMENT:CA FWD SUPPORTED PEER EXCHANGES AND ORGANIZATIONAL DEVELOPMENT FOR THE CALIFORNIA STEWARDSHIP NETWORK, AN ALLIANCE OF REGIONAL ECONOMIC DEVELOPMENT ORGANIZATIONS AND COMMUNITY FOUNDATIONS, AND ALSO FOSTERED NEW REGIONAL LEADERSHIP ACROSS THE STATE THROUGH ITS YOUNG LEADERS AND BECKY MORGAN STEWARD LEADERSHIP PROGRAMS. 277747 13000 154885 ECONOMIC DEVELOPMENT, FISCAL RESILIENCE, ENERGY TRANSITION:CAFWD DEVELOPED POLICY STRATEGIES AND PROGRAM IMPLEMENTATION IN THE CORE AREAS OF ENERGY TRANSITION AND FISCAL RESILIENCE, IN SUPPORT OF ITS BROADER GOALS OF ECONOMIC DIVERSIFICATION AND OVERALL ECONOMIC RESILIENCE ACROSS THE STATE OF CALIFORNIA; THIS WORK INCLUDED WORKING TO STRENGTHEN COMMUNICATION AND COLLABORATION BETWEEN INDUSTRY PARTNERS, REGIONAL LEADERS, AND STATE GOVERNMENT. 1325819 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 19 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X SELINA WILLIAMS 9164910022 1017 L STREET SACRAMENTO CA 95814 CATHERINE BAKER CO-CHAIR 1.00 X X 0 0 0 GUSTAVO HERRERA CO-CHAIR 1.00 X X 0 0 0 JEFFREY WALLACE BOARD MEMBER - VICE CHAIR 1.00 X X 0 0 0 JORDAN CUNNINGHAM BOARD MEMBER - VICE CHAIR 1.00 X X 0 0 0 CAROLINE WHISTLER BOARD MEMBER - TREASURER 1.00 X X 0 0 0 PATRICK JONES BOARD MEMBER 1.00 X 0 0 0 JOHN CHIANG BOARD MEMBER 1.00 X 0 0 0 LENNY MENDONCA BOARD MEMBER 1.00 X 0 0 0 ASHLEY SWEARENGIN BOARD MEMBER 1.00 X 0 0 0 CHET HEWITT BOARD MEMBER 1.00 X 0 0 0 EJ MILKEN BOARD MEMBER 1.00 X 0 0 0 CONNIE PEREZ-ANDREESEN BOARD MEMBER 1.00 X 0 0 0 BOB GUTIERREZ BOARD MEMBER 1.00 X 0 0 0 MONA PASQIULL RODGERS BOARD MEMBER 1.00 X 0 0 0 ALYSIA BELL CSN BOARD MEMBER - NON VOTING 1.00 X 0 0 0 MICHELLE DECKER CSN BOARD MEMBER - NON-VOTING 1.00 X 0 0 0 KATE GORDON AS OF 52024 PRESIDENT & CEO - NON-VOTING 40.00 3.00 X X 147569 0 2300 ISMAEL HERRERA THRU 51924 EXECUTIVE DIRECTOR - NON-VOTING 40.00 X X 184026 0 12298 SARAH WALSH DIRECTOR - COMMUNICATIONS 40.00 X 115008 0 11869 SELINA WILLIAMS CONTROLLER - FINANCE 40.00 X 132364 0 22906 ANNALISA WURM DIRECTOR- REGIONS 40.00 X 115008 0 18197 693975 0 67570 5 0 1 0 THE BYERS GROUP 4712 ADMIRALTY WAY SUITE 206 MARINA DEL REY CA 90292 EXECUTIVE RECRUITMENT 103802 1 75000 1468652 164 1543652 PROGRAM SERVICE FEES 900099 398222 398222 398222 1496 1496 1943370 398222 0 1496 X 13000 13000 199619 161391 16442 21786 349490 283329 56002 10159 9572 8014 1484 74 22061 17692 3190 1179 40545 32750 5437 2358 8700 8700 1912 1912 49375 49375 201107 196625 4482 35499 35499 52261 23719 27726 816 5850 2850 3000 1179 1179 55348 51218 3137 993 493982 493982 9981 5240 4574 167 BAD DEBT 450 450 BOOKS/DUES/SUBCRIPTIONS 87 60 27 1550018 1325819 186667 37532 107255 251520 185369 497942 178582 130546 27558 42271 5162 5162 0 0 498764 922279 85829 152492 36500 0 122329 152492 X 9471 305752 366964 464035 376435 769787 498764 922279 393352 0 X 0 0 0 X 1629420 4817018 2171316 1444638 1543488 11605880 1629420 4817018 2171316 1444638 1543488 11605880 3967619 7638261 1411 1488 11661 2212 1496 18268 11624148 3948407 0.65710 0.69140 X PART II LINE 11 TAX YEAR 2024 WAS A SHORT YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1549854 1549854 227493 56873 0 0 383021 388134 316089 227493 1314737 1972106 230000 213000 443000 95755 97034 79022 56873 328684 493026 5162 5162 0 0 1 CALIFORNIA FORWARD ACTION FUND 1017 L STREET PO BOX 368 SACRAMENTO CA 95814 260566442 501C4 12000 0 PROGRAM AND MANAGEMENT OPERATIONS - NON PARTISAN ADVOCACY. 1 PART I, LINE 2: ALL GRANTS TO ORGANIZATIONS ARE MADE SUBJECT TO GRANT AGREEMENTS RESTRICTING THE USE OF GRANT FUNDS TO SPECIFIED CHARITABLE PURPOSES, AND UNDER WHICH GRANTEES MUST ANNUALLY REPORT TO THE ORGANIZATION THE USE OF ALL GRANT FUNDS. UNDER THE AGREEMENT, ANY MISUSED OR UNEXPENDED GRANT FUNDS MUST BE REPAID TO THE GRANTOR. X X X X 0 0 0 0 0 0 0 0 0 ISMAEL HERRERA THRU 51924 EXECUTIVE DIRECTOR - NON-VOTING 179026 0 5000 0 0 0 0 0 12298 0 196324 0 0 0 SELINA WILLIAMS CONTROLLER - FINANCE 132364 0 0 0 0 0 0 0 22906 0 155270 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE GOVERNING BODY HAS TO THE EXTENT PERMITTED BY CALIFORNIA LAW AND THE ORGANIZATION'S BYLAWS, DELEGATED AUTHORITY TO AN EXECUTIVE COMMITTEE COMPOSED OF TWO CO-CHAIRS, TWO VICE CHAIRS, TREASURER, AND SECRETARY WHO ARE MEMBERS OF THE GOVERNING BODY AND A FINANCE COMMITTEE COMPOSED OF THREE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS AND IS DISTRIBUTED AND REVIEWED BY SENIOR MANAGEMENT AND THE AUDIT COMMITTEE PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER, MANAGEMENT OFFICIAL, AND KEY EMPLOYEE IS REQUIRED TO ANNUALLY SIGN A STATEMENT AFFIRMING THEY HAVE RECEIVED, READ, AND AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. IN ADDITION, THE CONFLICT OF INTEREST POLICY PROVIDES THAT THE BOARD OF DIRECTORS SHALL AUTHORIZE, OVERSEE, AND REVIEW ANNUALLY THE ADMINISTRATION OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS SETS THE SALARY OF THE PRESIDENT/CEO BASED ON A REVIEW OF WHAT COMPARABLE ORGANIZATIONS PAY COMPARABLY QUALIFIED INDIVIDUALS FOR SIMILAR TASKS. ALL THE OTHER SALARIES ARE SET BY THE PRESIDENT/CEO. PERIODICALLY, THE PRESIDENT/CEO MAY REVIEW SALARIES FOR ALL POSITIONS AND UTILIZE STATISTICS ABOUT NON-PROFIT COMPENSATION TO ENSURE THAT CA FORWARD REMAINS COMPETITIVE IN ITS COMPENSATION PRACTICES. THE PROCESS WAS LAST UNDERTAKEN IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORMS 1023 AND 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G POLICY : PROGRAM SERVICE EXPENSES 24,675. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,675. EVENT MANAGEMENT: PROGRAM SERVICE EXPENSES 80,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,200. PAYROLL & PENSION PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,482. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,482. STIPENDS AND HONORIA: PROGRAM SERVICE EXPENSES 1,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,850. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 89,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 89,900. CALIFORNIA FORWARD ACTION FUND 1017 L STREET SACRAMENTO CA 95814 260566442 PROMOTES GOVERNMENTAL REFORMS IN CALIFORNIA THROUGH LOBBYING CA 501(C)(4) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 CALIFORNIA FORWARD ACTION FUND B 12000 ACTUAL AMOUNT CALIFORNIA FORWARD ACTION FUND Q 8331 ACTUAL AMOUNT