CLIMATE POLICY INITIATIVE INC

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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

2009

Legal Domicile

Principal Officer

BARBARA BUCHNER

Phone

4152300791

Tax Period

2023-01-01 to 2023-12-31

CLIMATE POLICY INITIATIVE INC, founded in 2009, is a mid-sized nonprofit in the Environment sector that reported $20.8M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.8M, a strong 33% operating margin.

Mission

OUR MISSION IS TO HELP GOVERNMENTS, BUSINESSES, AND FINANCIAL INSTITUTIONS DRIVE ECONOMIC GROWTH WHILE ADDRESSING CLIMATE CHANGE. OUR VISION IS TO BUILD A SUSTAINABLE, RESILIENT, AND INCLUSIVE GLOBAL ECONOMY.

Program Service Accomplishments

Program 1

Expenses: $10,694,580 Revenue: $3,566,942

CLIMATE FINANCE - KNOWN FOR TRACKING SUSTAINABLE INVESTMENT TRENDS, IDENTIFYING INNOVATIVE BUSINESS MODELS, AND SUPPORTING THE SOLUTIONS THAT CAN DRIVE A TRANSITION TO A LOW CARBON, CLIMATE RESILIENT ECONOMY. CPI CONDUCTS THE MOST COMPREHENSIVE MAPPING OF CLIMATE FINANCE FLOWS AVAILABLE AND CONVENES PUBLIC AND PRIVATE STAKEHOLDERS TO DESIGN AND IMPLEMENT INNOVATIVE FINANCIAL INSTRUMENTS THROUGH THE GLOBAL INNOVATION LAB FOR CLIMATE FINANCE. CPI ALSO WORKS WITH GOVERNMENTS, COMPANIES, INVESTORS, AND FOUNDATIONS AROUND THE WORLD TO ASSESS, TEST, AND REPLICATE THEIR POLICIES, PROGRAMS, AND INVESTMENTS. THE WORK ENSURES THAT RESOURCES ARE SPENT AS EFFECTIVELY AS POSSIBLE. 40 CLIENTS WERE SERVED IN 2023.

Program 2

Expenses: $2,279,976 Revenue: $88,384

BRAZIL POLICY CENTER - COMBINES RIGOROUS ECONOMIC, INSTITUTIONAL, AND LEGAL ANALYSIS TO IDENTIFY AREAS FOR IMPROVING PUBLIC POLICIES AND PROVIDES CONCRETE RECOMMENDATIONS ON HOW TO RECONCILE ECONOMIC DEVELOPMENT WITH ENVIRONMENTAL CONSERVATION. CPI WORKS CLOSELY WITH GOVERNMENT AGENCIES AND CIVIL SOCIETY TO CHART PATHS FOR IMPROVEMENT. CPI'S BRAZIL POLICY CENTER FOCUSES ON STRATEGIC AREAS, INCLUDING CLIMATE LAW AND GOVERNANCE, CONSERVATION, ENERGY, FINANCIAL INSTRUMENTS, INFRASTRUCTURE, AND SUSTAINABLE AGRICULTURE AND IS BASED OUT THE PONTIFICAL CATHOLIC UNIVERSITY OF RIO DE JANEIRO (PUC-RIO). 6 CLIENTS WERE SERVED IN 2023.

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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 (2023)

Revenue Breakdown

Contributions & Grants $16,786,943

Program Service Revenue $3,651,823

Investment Income $352,388

Other Revenue $5,069

TOTAL REVENUE $20,796,223

Expense Breakdown

Grants Paid $655,922

Salaries & Benefits $7,731,258

Fundraising Expenses $256,561

Program Expenses $12,974,556

Other Expenses $5,575,231

TOTAL EXPENSES $13,962,411

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,796,223	$16,477,311	+0.3%
Expenses	$13,962,411	$12,772,497	+0.1%
Net Income	$6,833,812	$3,704,814	+0.8%

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

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

$942,911

Total Directors

$22,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS C HELLER	BOARD CHAIR	5.00	Officer Director	$22,500	$0	$22,500
PAUL BREST	SECRETARY (THRU JAN 2023)	1.00	Officer Director	$0	$0	$0
DR KARSTEN SACH	SECRETARY (STARTED JAN 2023)	1.00	Officer Director	$0	$0	$0
HOWARD BAMSEY	BOARD DIRECTOR	1.00	Director	$0	$0	$0
RACHEL KYTE	BOARD DIRECTOR	1.00	Director	$0	$0	$0
STEWART J PAPERIN	BOARD DIRECTOR	1.00	Director	$0	$0	$0
JOAQUIN LEVY	BOARD DIRECTOR	1.00	Director	$0	$0	$0
STACY SWANN	BOARD DIRECTOR	1.00	Director	$0	$0	$0
BARBARA BUCHNER	GMD & ED, CLIMATE FINANCE	40.00	Officer	$351,492	$36,523	$388,015
JULIANO ASSUNCAO	ED, BRAZIL POLICY CENTER	40.00	Officer	$324,180	$0	$324,180
DANIELLE KNIGHT	CHIEF FINANCIAL OFFICER	40.00	Officer	$188,235	$19,981	$208,216
BELLA TONKONOGY	PROGRAM DIR., CLIMATE FINANCE	40.00	Highest	$174,287	$39,345	$213,632
ROBERT KAHN	HEAD OF COMMUNICATIONS	40.00	Highest	$126,696	$27,777	$154,473
BENJAMIN BROCHE	ASSOC. PROGRAM DIR., CLIMATE FINANCE	40.00	Highest	$154,291	$33,172	$187,463
VALERIO MICALE	MANAGER UK	40.00	Highest	$133,306	$8,061	$141,367
DHARSHAN WIGNARAJAH	DIRECTOR UK	32.00	Highest	$156,544	$12,019	$168,563

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	No data	No data	No data	No data
2023	$20,796,223	$13,962,411	$34,132,373	$6,833,812
2022	$16,477,311	$12,772,497	$26,840,346	$3,704,814
2021	$14,303,055	$12,208,984	$26,425,515	$2,094,071