CLIMATE LEAD INC

EIN: 884336644 501(c)(3) Environment

SAN FRANCISCO, CA

Total Revenue
$37,511,814
Total Expenses
$17,533,933
Total Assets
$44,542,974
Net Assets
$43,444,943
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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
DE
Principal Officer
JENNIFER KITT
Phone
8778295500
Tax Period
2024-01-01 to 2024-12-31

CLIMATE LEAD INC, founded in 2022, is a mid-sized nonprofit in the Environment sector that reported $37.5M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20.0M, a strong 53% operating margin.

Mission

CLIMATE LEAD WAS FOUNDED IN 2019 TO EMPOWER PHILANTHROPIC LEADERS EVERYWHERE TO TAKE IMMEDIATE AND FAR-REACHING CLIMATE ACTION. CLIMATE LEAD PROVIDES TAILORED GUIDANCE, CONNECTIONS TO PEERS AND A DIVERSE EXPERT NETWORK, AND SOURCES AN ARRAY OF OPPORTUNITIES TO FUND HIGH-IMPACT CLIMATE SOLUTIONS WITH A PROVEN OR CLEAR POTENTIAL FOR IMPACT. CLIMATE LEAD DOES NOT ADVOCATE FOR ANY ONE THEORY OF CHANGE IN HOW IT ALIGNS DONOR INTERESTS TO WHAT THE CLIMATE NEEDS. CLIMATE LEAD HAS A GLOBAL REACH AND IS HEADQUARTERED IN SAN FRANCISCO, CALIFORNIA.

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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 $36,656,978
Program Service Revenue $0
Investment Income $774,836
Other Revenue $80,000
TOTAL REVENUE $37,511,814

Expense Breakdown

Grants Paid $250,000
Salaries & Benefits $11,241,668
Fundraising Expenses $358,317
Program Expenses $13,704,209
Other Expenses $6,042,265
TOTAL EXPENSES $17,533,933

Year-over-Year Comparison

2024 2023 Change
Revenue $37,511,814 $30,996,407 +0.2%
Expenses $17,533,933 $8,032,329 +1.2%
Net Income $19,977,881 $22,964,078 -0.1%
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
7
Independent Members
7
Employees
43
Volunteers
7

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
5
$1,208,814
Total Directors
7
$0
Key Employees
3
$1,200,923
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TOM STEINBACH BOARD CHAIR 1.00
Officer Director
$0 $0 $0
JORGEN THOMSEN TREASURER 0.50
Officer Director
$0 $0 $0
SONIA MEDINA SECRETARY 0.50
Officer Director
$0 $0 $0
MARISA DE BELLOY DIRECTOR 0.50
Director
$0 $0 $0
CHRIS DECARDY DIRECTOR 0.50
Director
$0 $0 $0
SUE TIERNEY DIRECTOR 0.50
Director
$0 $0 $0
CHRISTIE ULMAN DIRECTOR 0.50
Director
$0 $0 $0
JENNIFER KITT PRESIDENT 40.00
Officer
$802,073 $42,244 $844,317
GAURAV VASHIST MD, FINANCE, OPERATIONS, PEOPLE 40.00
Officer
$326,528 $37,969 $364,497
ROBYNN STEFFEN EXECUTIVE VICE PRESIDENT 40.00
Key Emp
$427,012 $29,676 $456,688
JENNIFER MARLOW CHIEF COMMUNICATIONS OFFICER 40.00
Key Emp
$312,512 $41,209 $353,721
MARIA ATHENA BALLESTEROS MD, GLOBAL CLIMATE STRATEGIES 40.00
Key Emp
$349,528 $40,986 $390,514
DANIELLE JENSEN DEPUTY MD, PHILANTHROPIC ADVISING 40.00
Highest
$308,492 $21,627 $330,119
MANTRA ROBINSON SENIOR PHILANTHROPY ADVISOR 40.00
Highest
$283,012 $28,171 $311,183
LAURA BIRX DEPUTY MANAGING DIRECTOR, GCS 40.00
Highest
$245,214 $31,764 $276,978
JESSICA BARHYDT SENIOR DIRECTOR, PEOPLE 40.00
Highest
$244,658 $29,925 $274,583
WHITNEY KOLLAR SENIOR PHILANTHROPY ADVISOR 40.00
Highest
$228,166 $37,778 $265,944
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 $37,511,814 $17,533,933 $44,542,974 $19,977,881
2023 $30,996,407 $8,032,329 $24,402,091 $22,964,078
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