CLIMATE UNITED 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

ELIZABETH BAFFORD

Phone

8002480337

Tax Period

2024-01-01 to 2024-06-30

CLIMATE UNITED FUND, founded in 2022, is a small nonprofit in the Environment sector that reported $466K in total revenue in fiscal year 2024. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $1.8M exceeded revenue, resulting in a 292% operating deficit.

Mission

DEMONSTRATING THE BENEFITS OF THE CLEAN ENEGY TRANSITION THROUGH INVESTMENTS IN THREE PRIORITY AREAS - DISTRIBUTED POWER GENERATION AND STORAGE, BUILDING DECARBONIZATION AND ELECTRIC TRANSPORTATION.

Program Service Accomplishments

Program 1

Expenses: $1,008,517 Revenue: $0

THE ORGANIZATION PROVIDES GRANTS, LOANS AND OTHER FORMS OF FINANCIAL ASSISTANCE TO ENABLE LOW INCOME AND DISADVANTAGED COMMUNITIES TO DEPLOY OR BENEFIT FROM ZERO EMISSION TECHNOLOGIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $450,000

Program Service Revenue $0

Investment Income $16,110

Other Revenue $0

TOTAL REVENUE $466,110

Expense Breakdown

Grants Paid $325,881

Salaries & Benefits $634,998

Fundraising Expenses $7,958

Program Expenses $1,008,517

Other Expenses $868,531

TOTAL EXPENSES $1,829,410

Year-over-Year Comparison

	2024	2023	Change
Revenue	$466,110	$1,301,618	-0.6%
Expenses	$1,829,410	$751,344	+1.4%
Net Income	$-1,363,300	$550,274	-3.5%

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
JENNIFER PRYCE	DIRECTOR/CHAIR (AS OF 06/24)	1.00	Director	$0	$0	$0
FREDERICK B BART HARVEY III	DIRECTOR/CHAIR (UNTIL 06/24)	1.00	Director	$0	$0	$0
PHIL ANGELIDES	DIRECTOR	1.00	Director	$0	$0	$0
MEESHA BROWN	DIRECTOR	1.00	Director	$0	$0	$0
MARTIN D EAKES	DIRECTOR	1.00	Director	$0	$0	$0
RAFAEL E CESTERO	DIRECTOR	1.00	Director	$0	$0	$0
CRYSTAL GERMAN	DIRECTOR	1.00	Director	$0	$0	$0
BRENDAN HERRON	DIRECTOR	1.00	Director	$0	$0	$0
DOLORES HUERTA	DIRECTOR	1.00	Director	$0	$0	$0
MINDY LUBBER	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW MARINO	DIRECTOR	1.00	Director	$0	$0	$0
SADIE MCKEOWN	DIRECTOR	1.00	Director	$0	$0	$0
HAROLD PETTIGREW	DIRECTOR	1.00	Director	$0	$0	$0
LORI LEA POURIER OGALA LAKOTA	DIRECTOR	1.00	Director	$0	$0	$0
RENEE SATTIEWHITE	DIRECTOR	1.00	Director	$0	$0	$0
PATRICE WILLOUGHBY	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH BAFFORD	PRESIDENT/CEO	40.00	Officer	$0	$0	$0
EMMELINE LIU	SECRETARY/GENERAL COUNSEL	20.00	Officer	$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
2025	No data	No data	No data	No data
2024	$466,110	$1,829,410	$1,298,287	$-1,363,300
2023	$1,301,618	$751,344	$557,761	$550,274
2023	$546,901	$451,344	$557,761	$95,557