CLIMATE LEADERSHIP COUNCIL 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

2016

Legal Domicile

Principal Officer

GREG BERTELSEN

Phone

2029194900

Tax Period

2023-01-01 to 2023-12-31

CLIMATE LEADERSHIP COUNCIL INC, founded in 2016, is a community nonprofit in the Environment sector that reported $5.2M in total revenue in fiscal year 2023. Revenue surged 97% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 36% operating margin.

Mission

TO DEVELOP AND PROMOTE A CARBON DIVIDENDS FRAMEWORK - BASED ON CARBON FEES WHOSE REVENUES ARE REBATED TO CITIZENS THROUGH DIVIDENDS - AS THE MOST COST-EFFECTIVE, EQUITABLE, AND POLITICALLY VIABLE CLIMATE SOLUTION.

Program Service Accomplishments

Program 1

Expenses: $2,658,514

THE CLIMATE LEADERSHIP COUNCIL (THE "COUNCIL") WORKS WITH A BROAD SET OF STAKEHOLDERS TO ADVANCE THE MOST EFFECTIVE, FAIR, AND LASTING CLIMATE SOLUTIONS. SINCE ITS INCEPTION, THE COUNCIL HAS BEEN...

THE CLIMATE LEADERSHIP COUNCIL (THE "COUNCIL") WORKS WITH A BROAD SET OF STAKEHOLDERS TO ADVANCE THE MOST EFFECTIVE, FAIR, AND LASTING CLIMATE SOLUTIONS. SINCE ITS INCEPTION, THE COUNCIL HAS BEEN PRODUCING GROUNDBREAKING RESEARCH AND CONVENING MULTINATIONAL CORPORATIONS, ENVIRONMENTAL NGOS, LABOR INTERESTS, ECONOMISTS, AND OTHER THOUGHT LEADERS ACROSS THE POLITICAL SPECTRUM TO DEVELOP AND ADVANCE EFFECTIVE CLIMATE SOLUTIONS THAT LEVERAGE MARKET FORCES TO LOWER GLOBAL GREENHOUSE GAS EMISSIONS.

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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 $5,222,531

Program Service Revenue $0

Investment Income $7,282

Other Revenue $0

TOTAL REVENUE $5,229,813

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,140,115

Fundraising Expenses $135,300

Program Expenses $2,658,514

Other Expenses $1,185,997

TOTAL EXPENSES $3,326,112

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,229,813	$2,660,238	+1.0%
Expenses	$3,326,112	$3,234,142	+0.0%
Net Income	$1,903,701	$-573,904	-4.3%

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

$445,136

Total Directors

$360,041

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGORY I BERTELSEN	CEO	30.00	Officer Director	$314,482	$45,559	$360,041
CATRINA RORKE	SENIOR VP OF POLICY AND RESEARCH	40.00	Highest	$264,854	$43,948	$308,802
TIFFANY ADAMS	EXECUTIVE VICE PRESIDENT	40.00	Highest	$243,488	$40,889	$284,377
MATTHEW PORTERFIELD	VP OF POLICY	40.00	Highest	$210,396	$45,774	$256,170
KATHERINE JAHRIES WALLER	SR. DIRECTOR, COMMUNICATIONS	40.00	Highest	$157,483	$24,784	$182,267
MICHAEL-ANN MATTICOLI	DIRECTOR, FINANCE AND ACCOUNTING	18.00	Officer	$75,981	$9,114	$85,095
ROBERT LITTERMAN	CO-CHAIR	1.00	Officer Director	$0	$0	$0
KATHRYN MURDOCH	CO-CHAIR	1.00	Officer Director	$0	$0	$0
MARTIN S KAPLAN	SECRETARY UNTIL DECEMBER	1.00	Officer Director	$0	$0	$0
VERONIQUE BARDACH	SECRETARY AS OF NOVEMBER	1.00	Officer Director	$0	$0	$0
JULEANNA GLOVER	TREASURER	1.00	Officer Director	$0	$0	$0
GARY RIESCHEL	DIRECTOR	1.00	Director	$0	$0	$0
CHARLENE BARSHEFSKY	DIRECTOR AS OF NOVEMBER	1.00	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	No data	No data	No data	No data
2023	$5,229,813	$3,326,112	$6,832,486	$1,903,701
2022	$2,660,238	$3,234,142	$3,679,948	$-573,904
2021	$3,366,095	$3,247,763	$3,898,896	$118,332
2020	$2,485,551	$3,640,774	$4,087,026	$-1,155,223
2019	$6,407,763	$3,566,353	$4,937,623	$2,841,410
2018	$1,706,622	$2,575,933	$2,028,456	$-869,311