CarbonPlan

EIN: 844378880 501(c)(3) Environment

San Francisco, CA

Total Revenue
$3,472,109
Total Expenses
$3,171,484
Total Assets
$5,963,782
Net Assets
$5,934,712
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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
2019
Legal Domicile
CA
Principal Officer
Jeremy Freeman
Phone
7164655303
Tax Period
2024-01-01 to 2024-12-31

CarbonPlan, founded in 2019, is a community nonprofit in the Environment sector that reported $3.5M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $3.2M left a modest 9% surplus.

Mission

Improving the transparency and scientific integrity of climate solutions through open data and tools.

Program Service Accomplishments

Program 1
Expenses: $1,984,131

Research & Development Refers broadly to analysis in support of our strategic or exploratory objectives. Often involves deep-dive domain-specific investigation alongside cross-cutting analysis of...

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Research & Development Refers broadly to analysis in support of our strategic or exploratory objectives. Often involves deep-dive domain-specific investigation alongside cross-cutting analysis of projects and programs. Primary activities include writing code and documentation, organizing and analyzing data, visualizing information, engaging in external collaborations, and documenting research results.

Program 2
Expenses: $326,099

Policy & Comms Refers broadly to evaluating, and strategically engaging with, legal, governmental, or regulatory processes. Also includes the external-facing communication of all of our work. Primary...

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Policy & Comms Refers broadly to evaluating, and strategically engaging with, legal, governmental, or regulatory processes. Also includes the external-facing communication of all of our work. Primary activities include engaging with journalists, reviewing legal and regulatory materials, responding to public comment solicitations, and writing a variety of external-facing content.

Program 3
Expenses: $42,003 Revenue: $37,094

Decision Support Refers to activities where we advise organizations in the public and private sector on their specific decisions around climate projects and programs. Primary activities include...

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Decision Support Refers to activities where we advise organizations in the public and private sector on their specific decisions around climate projects and programs. Primary activities include consulting, facilitation, coordination, and communication.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,193,117
Program Service Revenue $37,094
Investment Income $241,323
Other Revenue $575
TOTAL REVENUE $3,472,109

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,734,355
Fundraising Expenses $117,442
Program Expenses $2,352,233
Other Expenses $437,129
TOTAL EXPENSES $3,171,484

Year-over-Year Comparison

2024 2023 Change
Revenue $3,472,109 $4,532,706 -0.2%
Expenses $3,171,484 $2,990,736 +0.1%
Net Income $300,625 $1,541,970 -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

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Governance

Voting Members
5
Independent Members
4
Employees
16
Volunteers
4

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
$218,960
Total Directors
5
$218,960
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jeremy Freeman Exec Dir./Pres. 40.00
Officer Director
$201,317 $17,643 $218,960
Grayson Badgley Research Scientist 40.00
$195,383 $7,815 $203,198
Rebekah Hurst Operations Lead 40.00
$164,050 $34,508 $198,558
Kata Martin Product Lead 40.00
$180,848 $16,211 $197,059
Oriana Chegwidden Research Scientist 40.00
$173,129 $16,470 $189,599
Maggie Koerth Editorial Lead 40.00
$164,489 $23,931 $188,420
Freya Chay CDR Program Lead 40.00
$168,963 $15,607 $184,570
Anderson Banihirwe Software Engineer 40.00
$159,163 $9,393 $168,556
Kelly Gannon Sec/Treasurer 1.00
Officer Director
$0 $0 $0
Gernot Wagner Director 1.00
Director
$0 $0 $0
Tracy Teal Director 1.00
Director
$0 $0 $0
Arjuna Dibley Director 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
2025 No data No data No data No data
2024 $3,472,109 $3,171,484 $5,963,782 $300,625
2023 $4,532,706 $2,990,736 $5,885,230 $1,541,970
2022 $2,509,936 $2,430,274 $4,061,147 $79,662
2021 $3,939,262 $1,663,242 $3,972,137 $2,276,020
2020 $2,185,020 $537,409 $1,690,597 $1,647,611
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