California Forward
- Assets
- $2.3m
- Revenue
- $1.9m
- Investments
- $0.0
- Employees
- 14
- Location
- Sacramento, CA
- Founding
- 01/2008
- Data as of
- 06/2021
- EIN
- 26-0566540
Organization Overview
California Forward is located in Sacramento, CA. The organization was established in 2008. According to its NTEE Classification (W20) the organization is classified as: Government & Public Administration, under the broad grouping of Public & Societal Benefit and related organizations. As of 06/2021, California Forward employed 14 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. California Forward is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, California Forward generated $1.9m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 12.9% each year . All expenses for the organization totaled $2.9m during the year ending 06/2021. While expenses have increased by 2.7% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, California Forward has awarded 12 individual grants totaling $413,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
CALIFORNIA FORWARD (CA FWD) LEADS A STATEWIDE MOVEMENT, BRINGING PEOPLE TOGETHER ACROSS COMMUNITIES, REGIONS AND INTERESTS TO IMPROVE GOVERNMENT AND CREATE INCLUSIVE, SUSTAINABLE GROWTH FOR EVERYONE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CALIFORNIA ECONOMIC SUMMIT, THE CALIFORNIA DREAM INDEX, A DELIBERATIVE POLL AND THE STRONG WORKFORCE PROGRAM:CA FWD ORGANIZED WORK GROUPS AND REGIONAL COLLABORATIONS THAT CULMINATED IN THE CALIFORNIA ECONOMIC SUMMIT, CONTINUING THE COMPREHENSIVE ROADMAP TO SHARED PROSPERITY. THE PLAN OUTLINES PRIORITY ACTIVITIES FOCUSED ON HOUSING FOR ALL, EQUITABLE COMMUNITIES, ECOSYSTEM & CLIMATE RESILIENCY, THRIVING ECONOMIES, EDUCATION CRADLE TO CAREER AND CONNECTING CALIFORNIA. STATE LAWMAKERS AND EXECUTIVE BRANCH LEADERS ARE INVOLVED IN MANY ASPECTS OF THE SUMMIT TO UNDERSTAND HOW THEY CAN EFFECTIVELY SUPPORT JOB CREATION, WORKFORCE DEVELOPMENT AND BETTER MANAGEMENT OF NATURAL RESOURCES. THIS PROGRAM BUILDS A STATEWIDE MOVEMENT, BRINGING PEOPLE TOGETHER ACROSS COMMUNITIES, REGIONS AND INTERESTS TO IMPROVE GOVERNMENT AND CREATE INCLUSIVE, SUSTAINABLE GROWTH FOR EVERYONE. THE PROGRAM DRIVES COLLECTIVE ACTION TO IDENTIFY SOLUTIONS THAT CAN BE TAKEN TO SCALE TO MEET THE CHALLENGES THE STATE IS FACING, DRIVEN BY THE BELIEF THAT THE COLLECTIVE IMPACT OF REGIONAL SOLUTIONS ACROSS THE STATE WILL HELP ENSURE THE ECONOMIC, ENVIRONMENTAL, AND SOCIAL PROSPERITY OF ALL PEOPLE. WE START WITH THE EVIDENCE. THE DATA GATHERED BY THE CALIFORNIA DREAM INDEX SERVES AS OUR "NORTH STAR," ALLOWING US TO TRACK ECONOMIC MOBILITY AND KEEP OURSELVES AND OTHERS ACCOUNTABLE FOR PROGRESS. CA FWD ADVANCED A COLLABORATIVE EFFORT WITH THE HELENA FOUNDATION, THE GREATER HOUSTON PARTNERSHIP, AND THE BRIDGE FOUNDATION FOR FREE SPEECH AND CIVIL DISCOURSE, SUPPORTING THE CLIMATE CHANGE AND ENERGY PROJECT INCLUDING A DELIBERATIVE POLL. IN CALIFORNIA AND NATIONALLY, ENERGY-RELATED ISSUES ARE GRIDLOCKED BY DEEP POLITICAL POLARIZATION. POLICY OPTIONS OFTEN REFLECT UNDERLYING PARTISAN PREJUDICES MORE THAN EFFECTIVE POLICY SOLUTIONS. CONVENTIONAL POLLING LEADS ADVOCATES TO ADVOCATE SUBOPTIMAL OR EVEN COUNTERPRODUCTIVE LEGISLATION AND BALLOT MEASURES CAN APPEAL TO AN UNINFORMED MAJORITY. BUT MORE SOPHISTICATED POLLING PROCESSES, SUCH AS DELIBERATIVE POLLING, ENABLE PUBLIC EDUCATION THAT LEADS TO AUTHENTIC SOLUTIONS SUPPORTED BY LARGE BIPARTISAN MAJORITIES.IN PARTNERSHIP WITH CHABOT LAS POSITAS COMMUNITY COLLEGE DISTRICT, CA FWD SUPPORTED THE EFFECTIVE IMPLEMENTATION OF THE STRONG WORKFORCE PROGRAM, SPECIFICALLY TO INCREASE STUDENT ACCESS TO WORK BASED LEARNING OPPORTUNITIES AND ACCESS TO QUALITY JOBS.
CALIFORNIA STEWARDSHIP NETWORK:THE BACKBONE FOR AN ALLIANCE OF REGIONAL LEADERS THAT ARE FOCUSED ON TRIPLE-BOTTOM-LINE SOLUTIONS THAT BALANCE EQUITY, ENVIRONMENTAL SUSTAINABILITY AND ECONOMIC GROWTH. CA FWD IS COMMITTED TO ELEVATING THE NEXT GENERATION OF DIVERSE AND EMPOWERED LEADERS THROUGH THE BECKY MORGAN STEWARD LEADERSHIP PROGRAM AND OUR YOUNG LEADERS ADVISORY COUNCIL. ENSURING MARGINALIZED YOUTH AND YOUNG ADULTS FROM DIVERSE REGIONS, COMMUNITIES, RACES AND ETHNICITIES HAVE A VOICE IN ADVANCING ACCESS TO GREATER ECONOMIC PROSPERITY FOR ALL CALIFORNIANS. SINCE 2019, CA FWD HAS PARTNERED WITH THE NEWSOM ADMINISTRATION ON ORGANIZING CONVENING'S WITH REGIONAL LEADERS TO LIFT UP AND EMPOWER REGIONAL APPROACHES TO ECONOMIC DEVELOPMENT THROUGH THE REGIONS RISE TOGETHER INITIATIVE.
JUSTICE SYSTEM CHANGE INITIATIVE: CA FWD PARTNERED WITH MERCED COUNTY, WHERE A DETAILED ANALYSIS OF THE JAIL POPULATION HAS INFORMED AND INSPIRED A NUMBER OF INITIATIVES TO IMPROVE SERVICES TO REDUCED UNNECESSARY INCARCERATION AND RECIDIVISM.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Micah Weinberg President & CEO - Voting | OfficerTrustee | 40 | $269,476 |
Susan Lovenburg Secretary - Non Voting | Officer | 40 | $149,743 |
Lavera Alexander Chief Strategy Officer | Officer | 40 | $130,319 |
Fred Silver Policy Director | 40 | $129,456 | |
Ish Herrera Director | 40 | $118,164 | |
Caroline Whistler Board Member - Treasurer | OfficerTrustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Deb Kollars Inc Program Consultant | 6/29/21 | $102,990 |
B2k Social Ventures Management/accounting | 6/29/21 | $217,800 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $236,924 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,392,496 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,629,420 |
| Total Program Service Revenue | $297,837 |
| Investment income | $1,411 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,928,668 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $297,100 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $640,175 |
| Compensation of current officers, directors, key employees. | $100,855 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $875,694 |
| Pension plan accruals and contributions | $16,284 |
| Other employee benefits | $62,713 |
| Payroll taxes | $102,828 |
| Fees for services: Management | $108,000 |
| Fees for services: Legal | $6,075 |
| Fees for services: Accounting | $28,299 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $364,874 |
| Advertising and promotion | $149,077 |
| Office expenses | $115,059 |
| Information technology | $9,817 |
| Royalties | $0 |
| Occupancy | $18,290 |
| Travel | $3,011 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $45,741 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,382 |
| Insurance | $17,124 |
| All other expenses | $1,794 |
| Total functional expenses | $2,863,337 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $368,827 |
| Savings and temporary cash investments | $800,672 |
| Pledges and grants receivable | $946,924 |
| Accounts receivable, net | $133,497 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $27,067 |
| Net Land, buildings, and equipment | $1,424 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $350 |
| Total assets | $2,278,761 |
| Accounts payable and accrued expenses | $339,643 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $518,478 |
| Total liabilities | $858,121 |
| Net assets without donor restrictions | $112,077 |
| Net assets with donor restrictions | $1,308,563 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,278,761 |
Grants Awarded
Over the last fiscal year, California Forward has awarded $297,000 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
Sacramento, CA PURPOSE: TO CONDUCT PUBLIC EDUCATION AND LOBBYING ACTIVITIES RELATED TO PROMOTING STRUCTURAL GOVERNANCE REFORM IN CALIFORNIA. | $172,000 |
HELENA GROUP FOUNDATION PURPOSE: TO SUPPORT THE "GETTING TO NET ZERO" DELIBERATIVE POLL. | $100,000 |
Truckee, CA PURPOSE: TO SUPPORT THE "GETTING TO NET ZERO" DELIBERATIVE POLL. | $25,000 |
Grants Recieved
Over the last fiscal year, we have identified 5 grants that California Forward has recieved totaling $1,076,000.
| Awarding Organization | Amount |
|---|---|
Silicon Valley Community Foundation Mountain View, CA PURPOSE: Community Development | $350,000 |
James Irvine Foundation San Francisco, CA PURPOSE: FOR PROGRAM EXPANSION | $300,000 |
James Irvine Foundation San Francisco, CA PURPOSE: TO SUPPORT CIVIC INFRASTRUCTURE CHANGE | $225,000 |
Greater Houston Partnership Inc Houston, TX PURPOSE: SEE PART IV | $200,000 |
Allstate Foundation Northbrook, IL PURPOSE: EMPLOYEE HELPING HANDS GRANT | $1,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Advancement Project Los Angeles, CA | $28,800,664 | $13,680,173 |
Merced County Community Action Board Merced, CA | $10,458,671 | $11,741,915 |
Local Government Commission Sacramento, CA | $4,141,316 | $8,779,457 |
League Of Oregon Cities Salem, OR | $8,455,795 | $4,085,501 |
California Forward Sacramento, CA | $2,278,761 | $1,928,668 |
Portland Mall Management Inc Portland, OR | $602,431 | $2,225,906 |
Accelertor For America Azusa, CA | $2,490,765 | $992,409 |
National Popular Vote Lafayette, CA | $32,012 | $1,561,641 |
Institute For Local Government Sacramento, CA | $1,939,416 | $1,529,227 |
Citizens Climate Lobby Coronado, CA | $2,181,432 | $2,438,418 |
California State Assoc Of Public Admin Public Guardians & Conserv Sacramento, CA | $907,638 | $1,097,163 |
Pooling Resources Inc Carson City, NV | $1,779,327 | $1,361,364 |