2025-11-10T12:13:51-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2024-01-01 884336644 CLIMATE LEAD INC CLIM 8778295500 1 FERRY BUILDING 350 SAN FRANCISCO CA 94111 GAURAV VASHIST MD OF FINANCE, OP & PEOPLE 8778295500 2025-11-03 1 1 QI WEN LIANG P01270238 4159561500 2025-11-03 2024 2025-03-06 01:10:19Z JENNIFER KITT 1 FERRY BUILDING 350 SAN FRANCISCO CA 94111 37511814 0 X WWW.CLIMATELEAD.ORG X 2022 DE CLIMATE LEAD WAS FOUNDED IN 2019 TO EMPOWER PHILANTHROPIC LEADERS EVERYWHERE TO TAKE IMMEDIATE AND FAR-REACHING CLIMATE ACTION. CLIMATE LEAD PROVIDES TAILORED GUIDANCE, CONNECTIONS TO PEERS AND A DIVERSE EXPERT NETWORK, AND SOURCES AN ARRAY OF OPPORTUNITIES TO FUND HIGH-IMPACT CLIMATE SOLUTIONS WITH A PROVEN OR CLEAR POTENTIAL FOR IMPACT. CLIMATE LEAD DOES NOT ADVOCATE FOR ANY ONE THEORY OF CHANGE IN HOW IT ALIGNS DONOR INTERESTS TO WHAT THE CLIMATE NEEDS. CLIMATE LEAD HAS A GLOBAL REACH AND IS HEADQUARTERED IN SAN FRANCISCO, CALIFORNIA. 7 7 43 7 0 0 30914476 36656978 0 0 81931 774836 0 80000 30996407 37511814 0 250000 0 0 4917520 11241668 0 0 358317 3114809 6042265 8032329 17533933 22964078 19977881 24402091 44542974 1438013 1098031 22964078 43444943 X CLIMATE LEAD WAS FOUNDED IN 2019 TO EMPOWER PHILANTHROPIC LEADERS EVERYWHERE TO TAKE IMMEDIATE AND FAR-REACHING CLIMATE ACTION. CLIMATE LEAD PROVIDES TAILORED GUIDANCE, CONNECTIONS TO PEERS AND A DIVERSE EXPERT NETWORK, AND SOURCES AN ARRAY OF OPPORTUNITIES TO FUND HIGH-IMPACT CLIMATE SOLUTIONS WITH A PROVEN OR CLEAR POTENTIAL FOR IMPACT. CLIMATE LEAD DOES NOT ADVOCATE FOR ANY ONE THEORY OF CHANGE IN HOW IT ALIGNS DONOR INTERESTS TO WHAT THE CLIMATE NEEDS. CLIMATE LEAD HAS A GLOBAL REACH AND IS HEADQUARTERED IN SAN FRANCISCO, CALIFORNIA. 0 0 13704209 250000 CLIMATE LEAD PROVIDES TAILORED GUIDANCE, CONNECTIONS TO PEERS AND A DIVERSE EXPERT NETWORK, AND SOURCES AN ARRAY OF OPPORTUNITIES TO FUND HIGH-IMPACT CLIMATE SOLUTIONS WITH A PROVEN OR CLEAR POTENTIAL FOR IMPACT. 13704209 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 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 52 0 1 43 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 CA X GAURAV VASHIST 4152239805 1 FERRY BUILDING 305 SAN FRANCISCO CA 94111 TOM STEINBACH BOARD CHAIR 1.00 X X 0 0 0 JORGEN THOMSEN TREASURER 0.50 X X 0 0 0 SONIA MEDINA SECRETARY 0.50 X X 0 0 0 MARISA DE BELLOY DIRECTOR 0.50 X 0 0 0 CHRIS DECARDY DIRECTOR 0.50 X 0 0 0 SUE TIERNEY DIRECTOR 0.50 X 0 0 0 CHRISTIE ULMAN DIRECTOR 0.50 X 0 0 0 JENNIFER KITT PRESIDENT 40.00 X 802073 0 42244 GAURAV VASHIST MD, FINANCE, OPERATIONS, PEOPLE 40.00 X 326528 0 37969 ROBYNN STEFFEN EXECUTIVE VICE PRESIDENT 40.00 X 427012 0 29676 JENNIFER MARLOW CHIEF COMMUNICATIONS OFFICER 40.00 X 312512 0 41209 MARIA ATHENA BALLESTEROS MD, GLOBAL CLIMATE STRATEGIES 40.00 X 349528 0 40986 DANIELLE JENSEN DEPUTY MD, PHILANTHROPIC ADVISING 40.00 X 308492 0 21627 MANTRA ROBINSON SENIOR PHILANTHROPY ADVISOR 40.00 X 283012 0 28171 LAURA BIRX DEPUTY MANAGING DIRECTOR, GCS 40.00 X 245214 0 31764 JESSICA BARHYDT SENIOR DIRECTOR, PEOPLE 40.00 X 244658 0 29925 WHITNEY KOLLAR SENIOR PHILANTHROPY ADVISOR 40.00 X 228166 0 37778 3527195 0 341349 35 0 1 0 VELOCITY GLOBAL LLC 1701 PLATTE STREET SUITE 210 DENVER CO 80202 INTERNATIONAL PEO 1718347 MERITAGE GROUP LP 66 FIELD POINT ROAD GREENWICH CT 06830 INVESTMENT MANAGMENT 801953 SUSAN BELL ASSOCIATES LLC 570 OAK KNOLL LN MENLO PARK CA 94025 CONSULTING 440220 HYPERAKT DESIGN GROUP INC 400A PROSPECT AVE FLOOR 1 SUITE 3 BROOKLYN NY 11215 CONSULTING 283875 RHODIUM GROUP LLC 5 COLUMBUS CIRCLE SUITE 1801 NEW YORK NY 10019 CONSULTING 175000 6 36656978 36656978 774836 774836 CONSULTING INCOME 541610 80000 80000 80000 37511814 0 0 854836 X 250000 250000 2409739 1887154 353721 168864 6623595 5710666 790555 122374 711616 608115 98335 5166 981727 817467 142012 22248 514991 401816 73510 39665 55374 55374 113774 113774 2589576 2303750 285826 54158 28058 26100 381680 91806 289874 833416 661 832755 989884 944819 45065 456042 456042 52883 52883 STAFF RECRUITMENT & DEV 480008 168385 311623 HONORARIA 20125 20125 PRODUCTION 15345 15345 17533933 13704209 3471407 358317 3515937 279801 19581931 31299470 0 12093365 48498 105402 1255725 764936 24402091 44542974 225380 437249 1212633 660782 1438013 1098031 X 22964078 31111611 0 12333332 22964078 43444943 24402091 44542974 19977881 502984 0 X 0 1 X 1 0 X 0 30914476 36656978 67571454 30914476 36656978 67571454 36100661 31470793 0 81931 774835 856766 80000 80000 68508220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 SHORT TERM LEASE LIABILITY 482824 PAYROLL LIABILITIES 177958 660782 X 38014798 502984 502984 37511814 0 37511814 17533933 0 17533933 0 17533933 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CALIFORNIA CORPORATION AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. FOR THE PERIOD ENDED DECEMBER 31, 2024, NO PROVISION FOR UNRELATED BUSINESS INCOME TAXES IS REQUIRED. THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF DECEMBER 31, 2024 AND 2023. THE ORGANIZATION, UNDER THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION TOPIC 740, INCOME TAXES, HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL AS OF DECEMBER 31, 2024 AND 2023. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 6 PROGRAM SERVICES PHILANTHROPIC ADVISING 1638634 0 6 0 0 0 6 1638634 0 1638634 0 0 0 0 0 0 1 AFEF INC 450 LEXINGTON AVE SUITE 4-216 NEW YORK NY 10017 853130212 501(C)(3) 250000 0 TO SUPPORT GENERAL OPERATIONS. 1 0 PART I, LINE 2: IN WRITTEN GRANT AGREEMENTS, CLIMATE LEAD REQUIRES THE GRANTEE TO USE THE GRANT FUNDS FOR CHARITABLE PURPOSES, PROVIDE CLIMATE LEAD WITH FINANCIAL AND NARRATIVE REPORTS, AND ALERT CLIMATE LEAD OF ANY ADVERSE EFFECT OR SIGNIFICANT DELAY TO GRANT ACTIVITIES, CHANGES IN KEY PERSONNEL, AND ANY MATERIAL CHANGES TO FINANCES AND OPERATIONS. DURING THE GRANT TERM, CLIMATE LEADS ALSO HOLDS UPDATE CALLS AND MEETINGS TO DISCUSS THE PROGRESS OF THE GRANT ACTIVITIES WITH KEY PERSONNEL. X X X 1 0 0 0 0 0 0 1 0 JENNIFER KITT PRESIDENT 671500 0 128128 0 2445 0 10350 0 31894 0 844317 0 0 0 ROBYNN STEFFEN EXECUTIVE VICE PRESIDENT 425000 0 0 0 2012 0 10350 0 19326 0 456688 0 0 0 MARIA ATHENA BALLESTEROS MD, GLOBAL CLIMATE STRATEGIES 346000 0 0 0 3528 0 10350 0 30636 0 390514 0 0 0 GAURAV VASHIST MD, FINANCE, OPERATIONS, PEOPLE 323000 0 0 0 3528 0 9690 0 28279 0 364497 0 0 0 JENNIFER MARLOW CHIEF COMMUNICATIONS OFFICER 300500 0 10000 0 2012 0 9315 0 31894 0 353721 0 0 0 DANIELLE JENSEN DEPUTY MD, PHILANTHROPIC ADVISING 211499 0 0 0 96993 0 7158 0 14469 0 330119 0 0 0 MANTRA ROBINSON SENIOR PHILANTHROPY ADVISOR 281000 0 0 0 2012 0 8430 0 19741 0 311183 0 0 0 LAURA BIRX DEPUTY MANAGING DIRECTOR, GCS 238500 0 5000 0 1714 0 7305 0 24459 0 276978 0 0 0 JESSICA BARHYDT SENIOR DIRECTOR, PEOPLE 238000 0 5000 0 1658 0 7290 0 22635 0 274583 0 0 0 WHITNEY KOLLAR SENIOR PHILANTHROPY ADVISOR 226154 0 0 0 2012 0 6785 0 30993 0 265944 0 0 0 PART I, LINE 4A DANIELLE JENSEN RECIEVED A SEVERANCE PAYMENT OF $86,221. PART I, LINE 7 JENNIFER KITT, JENNIFER MARLOW, LAURA BIRX, AND JESSICA BARHYDT RECEIVED DISCRETIONARY BONUSES IN 2024. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND THEN REVIEWED BY THE ENTIRE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C CLIMATE LEAD'S POLICY GOVERNS CONFLICTS OF INTEREST THAT ARISE WHEN A STAFF MEMBER'S PERSONAL INTERESTS, OR THOSE OF THEIR FAMILY OR FRIENDS, RISK COMPROMISING THEIR JUDGMENT AND NEGATIVELY IMPACTING THE ORGANIZATION. WHILE NOT LIMITED TO THESE AREAS, THE POLICY EXPLICITLY ADDRESSES INTERACTING WITH ENTITIES IN COMPETITION WITH CLIMATE LEAD, TAKING EMPLOYMENT OUTSIDE CLIMATE LEAD, USING COMPANY EQUIPMENT FOR ANOTHER EMPLOYER, AND SERVING ON A BOARD OR IN AN ADVISORY ROLE TO ANOTHER ORGANIZATION. ALL MEMBERS ARE ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN IT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS IS RUN BY THE HR DEPARTMENT USING ANNUALLY BENCHMARKED MARKET DATA, OVERSEEN AND APPROVED BY THE PERSONNEL COMMITTEE OF THE BOARD AND SUPPORTED BY EXTERNAL HR CONSULTANTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 1,591,349. MANAGEMENT AND GENERAL EXPENSES 225,430. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,816,779. DESIGNER: PROGRAM SERVICE EXPENSES 440,975. MANAGEMENT AND GENERAL EXPENSES 10,655. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 451,630. MARKETING: PROGRAM SERVICE EXPENSES 164,876. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 164,876. TEMPORARY LABOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 35,894. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,894. PROFESSIONAL EMPLOYER ORGANIZATION FEES: PROGRAM SERVICE EXPENSES 106,550. MANAGEMENT AND GENERAL EXPENSES 13,847. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 120,397.