CLIMATEWORKS FOUNDATION (EIN 262303250) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

HELEN MOUNTFORD

Phone

4154330500

Tax Period

2024-01-01 to 2024-12-31

CLIMATEWORKS FOUNDATION, founded in 2008, is a major nonprofit in the Science & Technology sector that reported $350.6M in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $317.3M left a modest 10% surplus.

Mission

TO END THE CLIMATE CRISIS BY AMPLIFYING THE POWER OF PHILANTHROPY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $334,788,951

Program Service Revenue $0

Investment Income $15,852,277

Other Revenue $0

TOTAL REVENUE $350,641,228

Expense Breakdown

Grants Paid $229,765,915

Salaries & Benefits $43,061,508

Fundraising Expenses $3,525,030

Program Expenses $297,993,826

Other Expenses $44,394,555

TOTAL EXPENSES $317,281,654

Year-over-Year Comparison

	2024	2023	Change
Revenue	$350,641,228	$266,466,761	+0.3%
Expenses	$317,281,654	$264,000,632	+0.2%
Net Income	$33,359,574	$2,466,129	+12.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

189

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,062,664

Total Directors

$703,584

Key Employees

$2,887,612

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HELEN MOUNTFORD	PRESIDENT AND CEO	40.00	Officer Director	$622,909	$80,675	$703,584
SHAWN REIFSTECK	MANAGING DIRECTOR	40.00	Officer	$493,190	$91,743	$584,933
IRENE KIM	VP, PHILANTHROPIC PARTNERSHIPS	40.00	Key Emp	$468,537	$91,743	$560,280
CHARLES MCELWEE	VP, PROGRAMS	40.00	Key Emp	$455,221	$77,924	$533,145
BRIAN MCCRACKEN	CFO, TREASURER	40.00	Officer	$432,962	$89,402	$522,364
SURABI MENON	VP, GLOBAL INTELLIGENCE	40.00	Key Emp	$441,807	$79,507	$521,314
MICHAEL BOSSE	DEPUTY VP, PROGRAMS	40.00	Highest	$399,581	$72,228	$471,809
LINDSEY ALLEN	EXECUTIVE DIRECTOR, CLUA	40.00	Key Emp	$383,661	$70,330	$453,991
ANTHONY EGGERT	SENIOR DIRECTOR, TRANSPORTATION	40.00	Highest	$365,341	$76,530	$441,871
JAN DERRICKSON	SR. DIRECTOR, CARBON DIOXIDE REMOVAL	40.00	Highest	$361,938	$72,524	$434,462
NEGAR NARAGHI	SENIOR DIRECTOR, HUMAN RESOURCES	40.00	Key Emp	$327,084	$84,831	$411,915
SHELAGH WHITLEY	SENIOR DIRECTOR, SUSTAINABLE FINANCE	40.00	Highest	$377,834	$30,589	$408,423
REBECCA DELL	SENIOR DIRECTOR, INDUSTRY	40.00	Highest	$348,655	$59,707	$408,362
MAKEEBA BROWNE	CHIEF OF EQUITY, JUSTICE AND CULTURE	40.00	Key Emp	$325,608	$81,359	$406,967
GRETCHEN RAU	SECRETARY	40.00	Officer	$208,508	$43,275	$251,783
FRANKLIN M ORR JR	BOARD CHAIR	2.00	Director	$0	$0	$0
NANCY LINDBORG	BOARD VICE CHAIR	2.00	Director	$0	$0	$0
JAMSHYD GODREJ	BOARD DIRECTOR (THRU 2/2024)	2.00	Director	$0	$0	$0
ARUNABHA GHOSH	BOARD DIRECTOR	2.00	Director	$0	$0	$0
NAOKO ISHII	BOARD DIRECTOR	2.00	Director	$0	$0	$0
CAIO KOCH-WESER	BOARD DIRECTOR	2.00	Director	$0	$0	$0
CARLOS LOPES	BOARD DIRECTOR	2.00	Director	$0	$0	$0
KYUNG-AH PARK	BOARD DIRECTOR	2.00	Director	$0	$0	$0
KRISTIAN PARKER	BOARD DIRECTOR	2.00	Director	$0	$0	$0
JONATHAN PERSHING	BOARD DIRECTOR	2.00	Director	$0	$0	$0
ANTHA WILLIAMS	BOARD DIRECTOR	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$350,641,228	$317,281,654	$533,132,275	$33,359,574
2023	$266,466,761	$264,000,632	$470,889,781	$2,466,129
2022	$330,535,203	$355,547,001	$503,138,297	$-25,011,798
2021	$366,181,053	$180,102,407	$503,195,695	$186,078,646
2020	$178,775,280	$110,586,077	$272,486,239	$68,189,203
2019	$93,577,498	$88,821,381	$203,699,739	$4,756,117
2018	$162,843,468	$94,198,287	$201,420,370	$68,645,181

CLIMATEWORKS FOUNDATION