2021-04-14T17:40:55-05:00 2019-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2019-01-01 770640000 CALIFORNIA CLEAN ENERGY FUND CALI 4159570167 436 14TH STREET NO 1220 OAKLAND CA 94612 DANNY KENNEDY EXECUTIVE DIRECTOR 4159570167 2021-03-30 1 LINDA D GEERY P00364484 9166466464 2021-03-30 2019 2022-09-23 18:48:47Z X CALCEF VENTURES DANNY KENNEDY 436 14TH STREET NO 1220 OAKLAND CA 94612 1603825 0 X WWW.NEWENERGYNEXUS.COM X 2004 CA PROGRAM AND FUND MANAGER DRIVING CLEAN ENERGY ENTREPRENEURSHIP. 4 4 25 0 0 0 616608 270561 972395 1311049 2199 65 36576 22150 1627778 1603825 0 0 0 0 623906 660716 0 0 0 765183 939532 1389089 1600248 238689 3577 4638944 5165814 507516 1030809 4131428 4135005 X THE CALIFORNIA CLEAN ENERGY FUND SUPPORTS ENTREPRENEURS TO DRIVE INNOVATION AND BUILD EQUITY INTO THE CLEAN ECONOMY. 0 0 890614 770184 CONTINUOUS PROGRAM DELIVERY OF THE CALIFORNIA SUSTAINABLE ENERGY ENTREPRENEUR DEVELOPMENT (CALSEED) PROGRAM WITH THE GOAL OF AWARDING $24M IN GRANTS TO A DIVERSE POOL OF SUSTAINABLE ENERGY ENTREPRENEURS OVER 5 YEARS. ALTHOUGH THE PROGRAM IS OPEN TO ALL WHO QUALIFY, WOMEN AND PEOPLE OF COLOR ARE ESPECIALLY ENCOURAGED TO APPLY. THE PROGRAM IS LED BY THE CALIFORNIA CLEAN ENERGY FUND IN PARTNERSHIP WITH PROGRAM PARTNERS TO PROVIDE NOT ONLY GRANT FUNDS PROVIDED BY THE CALIFORNIA ENERGY COMMISSION BUT ALSO BUSINESS COACHING AND INTRODUCTIONS TO CLEAN ENERGY INVESTORS FOR FUTURE FUNDING ROUNDS. 165127 207845 FORMALLY BEGAN PROGRAM DELIVERY OF THE CALTESTBED PROGRAM, A PROGRAM CONCEIVED TO PROVIDE VOUCHERS TO CALIFORNIA CLEAN ENERGY ENTREPRENEURS READY TO TEST THEIR INNOVATIONS IN TESTBED FACILITIES ACROSS THE STATE. THE PROGRAM, FUNDED THROUGH A GRANT BY THE CALIFORNIA ENERGY COMMISSION ENDEAVORS TO EXPEDITE CLEAN ENERGY INNOVATORS' PATHWAY TO COMMERCIALIZATION. IN ADDITION TO TESTING VOUCHERS THE PROGRAM PROVIDES STRONG NETWORK CONNECTIONS TO PILOT CUSTOMERS AND INVESTORS. 14721 25000 LAUNCHED 3RD DERIVATIVE, IN COLLABORATION WITH ROCKY MOUNTAIN INSTITUTE, AN INTEGRATED PROGRAM FOR INNOVATIVE START-UPS POSITIONED TO BE PART OF THE SOLUTION FOR THE CLIMATE CRISIS CHALLENGE. THE PROGRAM COMBINES A VIRTUAL ACCELERATOR, COMMITTED VENTURE CAPITAL, A CURATED ECOSYSTEM OF GLOBAL CORPORATIONS, AND MARKET, REGULATORY AND POLICY INSIGHTS. 278542 308020 CLEAN ENERGY ENTREPRENEUR ECOSYSTEM SERVICES INCLUDING EVENTS AND NETWORKING. 278542 308020 1349004 0 1 0 0 0 0 0 0 0 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 20 0 1 25 1 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X X GRACE NITAFAN 4159570167 436 14TH STREET NO 1220 OAKLAND CA 94612 VIC SHAO BOARD MEMBER-CHAIR 3.00 0.00 X X 0 0 0 JONATHAN FOSTER BOARD MEMBER-SECRETARY/TRE 3.00 3.25 X X 0 0 0 IAN ROGOFF BOARD MEMBER 3.00 3.25 X 0 0 0 JULIE BLUNDEN BOARD MEMBER 3.00 1.00 X 0 0 0 DANNY KENNEDY EXECUTIVE DIRECTOR 11.00 29.25 X 200000 0 34440 KENNETH ALSTON INVESTMENT MANAGER 26.00 14.00 X 138730 0 6413 TENLEY DALSTROM PROGRAM MANAGER 40.00 0.00 X 132000 0 7728 RYAN KUSHNER PROGRAM MANAGER 4.00 34.00 X 114103 0 8178 GRACE NITAFAN CONTROLLER 22.00 10.00 X 111250 0 10977 JOY LARSON PROGRAM MANAGER 40.00 0.00 X 110000 0 6632 806083 0 74368 6 0 1 0 THE GRANT FARM INC DBA MOMENTUM 1201 K STREET 12TH FLOOR SACRAMENTO CA 95814 PROGRAM REPORTING 173654 LOS ANGELES CLEANTECH INCUBATOR 525 S HEWITT STREET LOS ANGELES CA 90013 BUSINESS PLAN COACHING 134549 2 265561 5000 270561 PROGRAM ADMIN AND ADVI 900099 1311049 1311049 1311049 65 65 4500 0 4500 4500 4500 OTHER INCOME 900099 17650 17650 17650 1603825 1311049 0 22215 X 64471 59569 4902 493812 464393 29419 194 194 56264 52732 3532 45975 42134 3841 12126 12126 17613 17613 651197 570296 80901 1357 755 602 45159 37715 7444 44500 35600 8900 39292 34310 4982 12275 7838 4437 22501 22501 7326 3208 4118 PUBLIC RELATIONS 39974 127 39847 PROGRAM-RELATED INVESTM 39379 39379 PROF DUES & SUBSCRIP 3509 948 2561 MISCELLANEOUS 3324 3324 1600248 1349004 251244 0 230154 250903 184320 702119 901363 1968418 11374 16342 247183 180543 62956 66640 238541 525307 3010236 1636085 4638944 5165814 503746 1028779 3770 2030 507516 1030809 X 3756428 4086150 375000 48855 4131428 4135005 4638944 5165814 3577 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 164417 97777 66640 82766 82766 0 66640 CLEAN ENERGY ADVANTAGE PARTNERS LLC 221235 F MICROGRID CATALYTIC CAPITAL PARTNERS LLC 304072 F 525307 DEPOSITS 15074 DUE FROM CALCEF INNOVATIONS 313258 DUE FROM CATALYST 495430 DUE FROM CALCHARGE 812323 1636085 CAPITAL LEASE OBLIGATION 2030 2030 1564446 -39379 -39379 1603825 0 1603825 1560869 0 1560869 39379 39379 1600248 PART XI, LINE 2D - OTHER ADJUSTMENTS: PROGRAM RELATED INVESTMENT LOSS -39,379. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROGRAM RELATED INVESTMENT LOSS 39,379. X X X X 0 0 0 0 0 0 0 0 0 DANNY KENNEDY EXECUTIVE DIRECTOR 200000 0 0 0 0 0 4000 0 30440 0 234440 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B CALIFORNIA CLEAN ENERGY FUND'S GOVERNING BODY DID NOT DELEGATE AUTHORITY TO ACT ON ITS BEHALF TO ANY EXECUTIVE COMMITTEE OR ANY OTHER SIMILAR COMMITTEE. ACCORDINGLY, DOCUMENTATION DOES NOT EXIST BECAUSE NO SUCH COMMITTEES EXIST. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WILL BE PROVIDED TO THE BOARD BEFORE FILING 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 15A CALIFORNIA CLEAN ENERGY FUND CONTRACTED WITH AN INDEPENDENT COMPENSATION EXPERT IN 2013 TO REVIEW THE EXECUTIVE DIRECTOR'S SALARY. THIS INFORMATION WAS USED, UPDATED FOR COST-OF-LIVING INCREASES SINCE 2013, TO FINALIZE AN OFFER FOR MANAGING DIRECTORS WHO WERE HIRED IN 2015 AND WHOSE COMPENSATION REMAINED UNCHANGED IN 2019. COMPENSATION LEVELS ARE CONTINUOUSLY MONITORED IN BUDGET AND STAFF PLANNING REVIEWS TO ENSURE CONTINUED APPROPRIATENESS. FORM 990, PART VI, SECTION C, LINE 19 IN 2019, CALIFORNIA CLEAN ENERGY FUND DID NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,465. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,465. CONSULTING: PROGRAM SERVICE EXPENSES 570,296. MANAGEMENT AND GENERAL EXPENSES 78,436. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 648,732. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT OR THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED FROM THE PRIOR YEAR. 990 PAGE 1 SECTION B THE 990 IS BEING AMENDED TO AGREE TO AUDITED FINANCIAL STATEMENTS. ACCORDINGLY THE FORM 990 PAGE 10 STATEMENT OF FUNCTIONAL EXPENSES AND FORM 990 PAGE 11 BALANCE SHEET WERE REVISED. CALCHARGE LLC 436 14TH STREET SUITE 1220 OAKLAND CA 94612 462514406 FURTHER PURPOSES OF SOLE MEMBER CALCEF CATALYST IN RELATION TO CLEAN ENERGY CA 0 0 CALCEF CATALYST ENERGY PEACE PARTNERS LLC 436 14TH STREET SUITE 1220 OAKLAND CA 94612 384059519 PROMOTE, SUPPORT AND FACILITATE RENEWABLE ENERGY PROJECTS IN FRAGILE REGIONS DE 0 0 CALCEF INNOVATIONS NEW ENERGY NEXUS NEW YORK LLC 298 GARFIELD PL APT 3 BROOKLYN NY 11215 833748816 SUPPORT DIVERSE CLEAN ENERGY ENTERPRENEURS IN NEW YORK NY 0 0 CALCEF INNOVATIONS NEW ENERGY NEXUS ASIA LLC 436 14TH STREET SUITE 1220 OAKLAND CA 94612 843563761 SUPPORT DIVERSE CLEAN ENERGY ENTERPRENEURS IN SOUTH EAST ASIA DE 0 0 CALCEF INNOVATIONS EZOZ LLC 436 14TH STREET SUITE 1220 OAKLAND CA 94612 842665743 ADVISORY SVCS TO LEVERAGE OPPORTUNITY ZONE TAX ADVANTAGE FOR CLEAN ENERGY DE 0 0 CALCEF INNOVATIONS CALCEF INNOVATIONS 436 14TH STREET SUITE 1220 OAKLAND CA 94612 261339988 GROW CLEAN ENERGY MARKETS AND ACCELERATE EQUITABLE CLEAN ENERGY ADOPTION CA 501(C)(3) 7 CALIFORNIA CLEAN ENERGY FUND 0 CALCEF CATALYST 436 14TH STREET SUITE 1220 OAKLAND CA 94612 472102162 PROMOTE CLEAN ENERGY IN CALIFORNIA AND DEVELOP PRIVATE SECTOR LEADERSHIP CA 501(C)(6) CALIFORNIA CLEAN ENERGY FUND 0 NEW ENERGY NEXUS ENVENTURE 436 14TH STREET SUITE 1220 OAKLAND CA 94612 843656302 SUPPORT SOCIAL ENTERPRISES ENGAGED IN THE DISTRIBUTION OF CLEAN ENERGY PRODU CA 501(C)(3) LINE 12A, I CALCEF INNOVATIONS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 MICROGRID CATALYTIC CAPITAL PARTNERS LLC 436 14TH STREET SUITE 1220 OAKLAND CA 94612 831949435 INVESTMENT FUND TO FACILITATE INVESTMENT IN MICROGRID DEVELOPERS DE 0 -72801 357050 0 1 1.00000 CLEAN ENERGY ADVANTAAGE PARTNERS LLC 436 14TH STREET SUITE 1220 OAKLAND CA 94612 452649871 CONSULTING BUSINESS TO FACILITATE TAX-PREFERRED CLEAN ENERGY INVESTMENTS DE 0 -4078 323931 0 0 0.31250