CLIMATE AND CLEAN ENERGY EQUITY FUND Charity Report

Public IRS 990 nonprofit record

CLIMATE AND CLEAN ENERGY EQUITY FUND

EIN 87-4680230 · Alliances & Advocacy - Environment (C01)

What they do

THE EQUITY FUND BELIEVES THAT DURABLE PROGRESS ON CLIMATE ACTION REQUIRES A BROAD, DIVERSE, and POWERFUL BASE of POPULAR SUPPORT THAT ADVANCES ECONOMIC, GENDER and RACIAL EQUITY. WE PAIR DEEP and SUSTAINED FUNDING WITH EXPERT POLICY ANALYSIS and NARRATIVE STRATEGY to BUILD AUTHENTIC POWER IN COMMUNITIES, STATE BY STATE. TOGETHER WITH OUR PARTNERS, WE DELIVER EQUITABLE CLIMATE PROGRESS, TRANSFORM PUBLIC NARRATIVES ABOUT CLIMATE CHANGE, and BUILD POLITICAL WILL for LASTING PUBLIC POLICIES to SECURE A FUTURE WE ALL DESERVE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $80.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders11 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

70.45%of revenue went to mission work80.9% of expenses · Program services

3.12%of revenue went to fundraising3.6% of expenses

$87.09spent for every $100 of revenueRevenue covered expenses this year.

13.53%of revenue went to management and office costs15.5% of expenses

$2.05in assets for every $1 spent this yearSome assets cannot be spent right away.

95.3%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $332,290 for SANGITA S DHUNGANA (COO - UNTIL 06/2024). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$29,514,763

Mission workProgram services$20,791,87270.45% of revenue80.9% of expenses

ManagementOffice and general costs$3,992,78513.53% of revenue15.5% of expenses

FundraisingAsking for donations$920,3413.12% of revenue3.6% of expenses

Revenue left after expensesReported annual surplus$3,809,76512.91% of revenueShown in gray on the chart

Total expenses$25,704,99887.09% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 80.9% mission · 15.5% management · 3.6% fundraisingTotal expenses: 87.09% of revenue

2023Expense mix: 51.4% mission · 48.6% management · 0.0% fundraisingTotal expenses: 2.14% of revenue

Money in and money out

Revenue$29,514,763

Expenses$25,704,998

Annual surplus $3,809,765 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$20,791,872 · 80.9% of expenses

Management and office costs$3,992,785 · 15.5% of expenses

Fundraising$920,341 · 3.6% of expenses

See all reported dollar amounts

Revenue$29,514,763

Expenses$25,704,998

Assets$52,576,211

Income$29,514,763

Contributions$28,116,023

Mission work (program services)$20,791,872

Fundraising$920,341

Grants given$17,344,750

Average grant$186,503

Management and general$3,992,785

Stocks and bonds$18,021,500

Accounting fees$139,909

Investing fees$10,848

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

SANGITA S DHUNGANACOO - UNTIL 06/2024 · 40 hrs/week $332,290Base $309,606 · Other $22,684

ROGER KIM CHIEF EXECUTIVEOFFICER & PRESIDENT - UNTIL 04/24 · 40 hrs/week $311,064Base $291,826 · Other $19,238

JODEEN TAYLORVP, STRATEGIC PARTNERSHIPS · 40 hrs/week $303,393Base $261,225 · Other $42,168

BRADY WILKENSHAW INTERIMPRESIDENT - AS OF 04/24 · 15 hrs/week $290,000

JILLIAN MURPHY CHIEF OF STAFFINTERIM EXECUTIVE DIRECTOR · 40 hrs/week $287,121Base $242,022 · Other $45,099

JORDAN ESTEVAOVP, PROGRAMS · 40 hrs/week $276,905Base $240,686 · Other $36,219

AIDA CAVALICDIRECTOR OF FINANCE · 40 hrs/week $258,907Base $219,814 · Other $39,093

LYDIA AVILA DEPUTY DIRECTORGRANTS & POWER BUILDING · 40 hrs/week $205,793Base $182,261 · Other $23,532

SHILPA JOSHIDIRECTOR, POLICY · 40 hrs/week $199,707Base $181,351 · Other $18,356

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (11)

SANGITA S DHUNGANACOO - UNTIL 06/2024

ROGER KIM CHIEF EXECUTIVEOFFICER & PRESIDENT - UNTIL 04/24

JODEEN TAYLORVP, STRATEGIC PARTNERSHIPS

BRADY WILKENSHAW INTERIMPRESIDENT - AS OF 04/24

JILLIAN MURPHY CHIEF OF STAFFINTERIM EXECUTIVE DIRECTOR

JORDAN ESTEVAOVP, PROGRAMS

AIDA CAVALICDIRECTOR OF FINANCE

LYDIA AVILA DEPUTY DIRECTORGRANTS & POWER BUILDING

SHILPA JOSHIDIRECTOR, POLICY

CARRIE DOYLESECRETARY

MICHELLE DEPASSTREASURER

About this charity

Recognized since: January 2022
Location: 1100 13TH ST NW 800, WASHINGTON, DC 20005
County: District of Columbia
In care of: ANDREA CRISTINA MERCADO
Primary officer: ANDREA CRISTINA MERCADO, PRESIDENT & CHIEF EXECUTIVE OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(202) 595-1061

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CBIZ ADVISORS LLC
NTEE classification: Alliances & Advocacy - Environment (C01)
IRS tax category: Alliances & Advocacy - Environment
Grant-giving organization: Yes