CLIMATE EQUITY ACTION FUND

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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

2022

Legal Domicile

Principal Officer

BRADY WALKINSHAW

Phone

2025951061

Tax Period

2023-01-01 to 2023-12-31

CLIMATE EQUITY ACTION FUND, founded in 2022, is a small nonprofit in the Environment sector that reported $230K in total revenue in fiscal year 2023. The organization ran a surplus of $172K, a strong 75% operating margin.

Mission

THE CLIMATE EQUITY ACTION FUND PROVIDES STRATEGIC GRANTS, CAPACITY BUILDING, TECHNICAL ASSISTANCE AND DONOR ADVISING TO DRIVE INVESTMENTS IN A PROVEN MODEL FOR DRIVING MULTI-RACIAL VOTER SUPPORT TO ELECT CLIMATE CHAMPIONS AND SECURE POLICY WINS FOR CLIMATE ACTION AND CLEAN ENERGY BY INCREASING THE VOTE SHARE, POLITICAL POWER AND POLICY RESPONSIVENESS TO BLACK, INDIGENOUS, LATINX, AAPI, IMMIGRANT, AND LOW-WEALTH MULTIRACIAL COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $4,840

GRANTMAKING, POLICY RESEARCH, STRATEGIC COMMUNICATIONS, AND TECHNICAL ASSISTANCE THAT INCREASE THE IMPACT, EFFICACY AND SCALE OF COMMUNITY-LED NON-PARTISAN CIVIC PARTICIPATION AND POLICY...

GRANTMAKING, POLICY RESEARCH, STRATEGIC COMMUNICATIONS, AND TECHNICAL ASSISTANCE THAT INCREASE THE IMPACT, EFFICACY AND SCALE OF COMMUNITY-LED NON-PARTISAN CIVIC PARTICIPATION AND POLICY ADVOCACY.TECHNICAL ASSISTANCE WITH THE DEVELOPMENT AND DEPLOYMENT OF VOTER MODELING AND OTHER SPECIALIZED RESOURCES.

Program 2

Expenses: $2,491

DONOR ADVISING AND GRANTMAKING THAT PROPELS MULTI-RACIAL VOTER SUPPORT TO ELECT CLIMATE CHAMPIONS AND SECURE POLICY WINS FOR CLIMATE ACTION AND CLEAN ENERGY BY INCREASING THE VOTE SHARE, POLITICAL...

DONOR ADVISING AND GRANTMAKING THAT PROPELS MULTI-RACIAL VOTER SUPPORT TO ELECT CLIMATE CHAMPIONS AND SECURE POLICY WINS FOR CLIMATE ACTION AND CLEAN ENERGY BY INCREASING THE VOTE SHARE, POLITICAL POWER AND POLICY RESPONSIVENESS TO BLACK, INDIGENOUS, LATINX, AAPI, IMMIGRANT, AND LOW-WEALTH MULTIRACIAL COMMUNITIES.

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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 $230,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $230,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,331

Other Expenses $58,213

TOTAL EXPENSES $58,213

Year-over-Year Comparison

	2023	2022	Change
Revenue	$230,000	N/A	N/A
Expenses	$58,213	N/A	N/A
Net Income	$171,787	N/A	N/A

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROGER KIM	PRESIDENT	0.40	Officer Director	$0	$0	$0
SARAH CHRISTIANSEN	SECRETARY	0.40	Officer Director	$0	$0	$0
JULIE FERNANDES	TREASURER	0.40	Officer 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	$230,000	$58,213	$223,150	$171,787