CLEANTECH LEADERS CLIMATE FORUM

EIN: 932439402 501(c)(3) Environment

CAMBRIDGE, MA

Total Revenue
$424,695
Total Expenses
$203,664
Total Assets
$261,468
Net Assets
$261,468
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2023
Legal Domicile
DC
Principal Officer
ANN DAVLIN
Tax Period
2025-01-01 to 2025-12-31

CLEANTECH LEADERS CLIMATE FORUM, founded in 2023, is a small nonprofit in the Environment sector that reported $425K in total revenue in fiscal year 2025. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $221K, a strong 52% operating margin.

Mission

TO DEVELOP HIGH-CALIBER PROGRAMMING THAT CONVENES AND ELEVATES THOUGHT LEADERS AND EDUCATES THE GENERAL PUBLIC ON THE IMPORTANCE AND URGENCY OF ADVANCING CLIMATE CHANGE MITIGATION AND ADAPTATION TECHNOLOGIES, POLICIES, AND CAPITAL MARKETS WORLDWIDE.

Program Service Accomplishments

Program 1
Expenses: $89,909 Revenue: $194,107

IN PERSON EVENTS: CLEANTECH CLIMATE FORUM (CCF) PROGRAM OVERVIEW: CCF CONVENES LEADERS ACROSS THE ENERGY, CLIMATE, FINANCE, AND POLICY LANDSCAPE THROUGH A SERIES OF TARGETED DINNERS AND POLICY FORUMS...

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IN PERSON EVENTS: CLEANTECH CLIMATE FORUM (CCF) PROGRAM OVERVIEW: CCF CONVENES LEADERS ACROSS THE ENERGY, CLIMATE, FINANCE, AND POLICY LANDSCAPE THROUGH A SERIES OF TARGETED DINNERS AND POLICY FORUMS HELD ACROSS THE UNITED STATES. THESE GATHERINGS ARE DESIGNED TO BRING TOGETHER SENIOR EXECUTIVES, INVESTORS, AND PUBLIC SECTOR LEADERS TO DISCUSS KEY ISSUES, SHARE INSIGHTS, AND FOSTER COLLABORATION. THROUGH THESE HIGH-TRUST CONVENINGS, CCF HELPS ADVANCE PRACTICAL SOLUTIONS AND STRENGTHEN COORDINATION ACROSS THE RESILIENT ENERGY ECOSYSTEM.

Program 2
Expenses: $69,050 Revenue: $5,000

GENERAL PROGRAM: THE CLEANTECH CLIMATE FORUM (CCF) PROVIDED STRATEGIC SUPPORT AND EXPERTISE FOR DEPLOY 2025, AN INITIATIVE AIMED AT ACCELERATING CLEAN TECHNOLOGY DEPLOYMENT ACROSS THE UNITED STATES...

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GENERAL PROGRAM: THE CLEANTECH CLIMATE FORUM (CCF) PROVIDED STRATEGIC SUPPORT AND EXPERTISE FOR DEPLOY 2025, AN INITIATIVE AIMED AT ACCELERATING CLEAN TECHNOLOGY DEPLOYMENT ACROSS THE UNITED STATES. CCF FACILITATED COLLABORATION AMONG PRIVATE, PUBLIC, AND NONPROFIT SECTORS TO LEVERAGE INNOVATIVE CLEAN ENERGY SOLUTIONS, PROVIDING TECHNICAL ADVISORY, POLICY GUIDANCE, AND FINANCING INSIGHTS. BY ENGAGING WITH VARIOUS STAKEHOLDERS, CCF HELPED IDENTIFY AND ADDRESS DEPLOYMENT BARRIERS, CONTRIBUTING TO THE SCALING OF IMPACTFUL CLEAN TECHNOLOGIES IN LINE WITH IRS REGULATIONS FOR NONPROFIT ACTIVITIES FOCUSED ON CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ADVANCEMENT IN THE CLEAN ENERGY SECTOR.

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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 (2025)

Revenue Breakdown

Contributions & Grants $225,588
Program Service Revenue $199,107
Investment Income $0
Other Revenue $0
TOTAL REVENUE $424,695

Expense Breakdown

Grants Paid $0
Salaries & Benefits $56,339
Fundraising Expenses $261
Program Expenses $158,959
Other Expenses $147,325
TOTAL EXPENSES $203,664

Year-over-Year Comparison

2025 2024 Change
Revenue $424,695 $353,176 +0.2%
Expenses $203,664 $360,020 -0.4%
Net Income $221,031 $-6,844 -33.3%
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

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
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
4
$198,924
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANN DAVLIN CHIEF EXECUTIVE OFFICER 20
Officer
$99,462 $0 $198,924
DAWN JAMES BOARD CHAIR 1
Officer Director
$0 $0 $0
JULIAN DASH VICE CHAIR 1
Officer Director
$0 $0 $0
PATRICK VERDONCK TREASURER AND SECRETARY 1
Officer Director
$0 $0 $0
THOMAS KING BOARD MEMBER 1
Director
$0 $0 $0
DAVID SOUTH BOARD MEMBER 1
Director
$0 $0 $0
BRET KADISON BOARD MEMBER 1
Director
$0 $0 $0
TOM MATZZIE BOARD MEMBER 1
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 $424,695 $203,664 $261,468 $221,031
2024 No data No data No data No data
2023 $1,179,696 $1,099,309 $483,118 $80,387
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