Nonprofit · EIN 26-0566540
CALIFORNIA FORWARD
Tax-exempt · HERCULES, CA 94547
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,943,370 | $1,550,018 | $393,352 | $922,279 | $152,492 | $769,787 |
| June 30, 2024 | 990 | $2,050,468 | $3,321,782 | -$1,271,314 | $498,764 | $122,329 | $376,435 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,543,652
- of which government grants
- $75,000
- Program service revenue
- $398,222
- Investment income
- $1,496
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $13,000
- Compensation of officers, directors and key employees
- $199,619
- Other salaries and wages
- $349,490
- Salaries, compensation and benefits (total)
- $621,287
- Professional fundraising fees
- $0
- Legal fees
- $1,912
- Accounting fees
- $49,375
- Occupancy
- $1,179
- Travel
- $55,348
- Program services (functional)
- $1,325,819
- Management and general (functional)
- $186,667
- Fundraising (functional)
- $37,532
Balance sheet and other
- Total assets, start of year
- $498,764
- Total assets, end of year
- $922,279
- Total liabilities, end of year
- $152,492
- Net assets, end of year
- $769,787
- Net assets without donor restrictions
- $305,752
- Net assets with donor restrictions
- $464,035
- Gross receipts
- $1,943,370
- Employees
- 13
- Volunteers
- 20
- Year formed
- 2007
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ISMAEL HERRERA THRU 51924 | EXECUTIVE DIRECTOR - NON-VOTING Trustee or director, Officer | 40 | $184,026 | $12,298 |
| SELINA WILLIAMS | CONTROLLER - FINANCE Highest-paid employee | 40 | $132,364 | $22,906 |
| KATE GORDON AS OF 52024 | PRESIDENT & CEO - NON-VOTING Trustee or director, Officer | 40 | $147,569 | $2,300 |
| ANNALISA WURM | DIRECTOR- REGIONS Highest-paid employee | 40 | $115,008 | $18,197 |
| SARAH WALSH | DIRECTOR - COMMUNICATIONS Highest-paid employee | 40 | $115,008 | $11,869 |
| CATHERINE BAKER | CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GUSTAVO HERRERA | CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JEFFREY WALLACE | BOARD MEMBER - VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JORDAN CUNNINGHAM | BOARD MEMBER - VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CAROLINE WHISTLER | BOARD MEMBER - TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PATRICK JONES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN CHIANG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LENNY MENDONCA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ASHLEY SWEARENGIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHET HEWITT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EJ MILKEN | BOARD MEMBER Trustee or director | 1 | $0 |
| CONNIE PEREZ-ANDREESEN | BOARD MEMBER Trustee or director | 1 | $0 |
| BOB GUTIERREZ | BOARD MEMBER Trustee or director | 1 | $0 |
| MONA PASQIULL RODGERS | BOARD MEMBER Trustee or director | 1 | $0 |
| ALYSIA BELL | CSN BOARD MEMBER - NON VOTING Trustee or director | 1 | $0 |
| MICHELLE DECKER | CSN BOARD MEMBER - NON-VOTING Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICAH WEINBERG THRU 6142023 | PRESIDENT & CEO - NON-VOTING Trustee or director, Officer | 40 | $252,128 | $17,758 |
| ISMAEL HERRERA THRU 51924 | INTERIM CEO EXECUTIVE DIRECTOR - NON-VOTING Trustee or director, Officer | 40 | $189,064 | $25,097 |
| LAVERA ALEXANDER | CHIEF STRATEGY OFFICER - NON-VOTING Officer | 40 | $187,385 | $10,314 |
| AMIT THAKKAR THRU 81823 | VP PUBLIC POLICY Highest-paid employee | 40 | $160,138 | $8,991 |
| DAVID NELSON THRU 112123 | EXECUTIVE DIRECTOR/SHARED WITH ACTION FUND Officer | 3 | $145,052 | $6,563 |
| SELINA WILLIAMS | CONTROLLER Highest-paid employee | 40 | $129,620 | $21,807 |
| SUSAN LOVENBURG | SENIOR ADVISOR Highest-paid employee | 40 | $126,968 | $20,014 |
| ARACELI PALAFOX | DIRECTOR REGIONS Highest-paid employee | 40 | $107,066 | $14,414 |
| JOHN GUENTER | DIRECTOR - COMMUNICATIONS Highest-paid employee | 40 | $112,742 | $8,213 |
| LAUREN JEGLINSKI THRU 112123 | SECRETARY - NON-VOTING Officer | 40 | $83,414 | $13,611 |
| CATHERINE BAKER | CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GUSTAVO HERRERA | CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JEFFREY WALLACE | BOARD MEMBER - VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JORDAN CUNNINGHAM | BOARD MEMBER - VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CAROLINE WHISTLER | BOARD MEMBER - TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PATRICK JONES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN CHIANG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LENNY MENDONCA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ASHLEY SWEARENGIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHET HEWITT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| EJ MILKEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CONNIE PEREZ-ANDREESEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NICK ORTIZ | CSN BOARD MEMBER - NON-VOTING Trustee or director | 1 | $0 | $0 |
| MICHELLE DECKER | CSN BOARD MEMBER - NON-VOTING Trustee or director | 1 | $0 | $0 |
| KATE GORDON AS OF 52024 | PRESIDENT & CEO - NON-VOTING Trustee or director, Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1611 SYCAMORE AVE UNIT 5369, HERCULES, CA 94547-6015
- In care of
- % JAMES MAYER
- Mailing address (990-N for 2007)
- 1510 J Street Suite 135, Sacramento CA 95814
- Principal officer (990 for 2024)
- KATE GORDON, 1121 L STREET SUITE 802, SACRAMENTO, CA 95814
- Principal officer (990-N for 2007)
- Jim Mayer, 1510 J Street Suite 135, Sacramento CA 95814
- Signed the 990
- KATE GORDON, PRESIDENT & CEO
- Phone
- (916) 491-0022
- Website
- CAFWD.ORG
- Return prepared by
- GILBERT CPAS
Mission
CA FWD DRIVES ACTION TO IDENTIFY SOLUTIONS THAT CAN BE TAKEN TO SCALE TO MEET THE CHALLENGES THE STATE IS FACING. THE ORGANIZATION IS DRIVEN BY THE BELIEF THAT REGIONAL SOLUTIONS ACROSS THE STATE WILL HELP ENSURE ECONOMIC, ENVIRONMENTAL, AND SOCIAL PROSPERITY.
Program accomplishments
- REGIONAL ACTION AND METRICS:CA FWD SUPPORTED REGIONAL ECONOMIC DEVELOPMENT ACTIVITIES ACROSS THE STATE, INCLUDING THROUGH THE CALIFORNIA JOBS FIRST PROGRAM, AND HOSTED ITS ANNUAL CALIFORNIA ECONOMIC SUMMIT WITH REGIONAL PARTNERS IN SACRAMENTO.Expenses $869,531 · revenue $243,337
- REGIONAL LEADERSHIP DEVELOPMENT:CA FWD SUPPORTED PEER EXCHANGES AND ORGANIZATIONAL DEVELOPMENT FOR THE CALIFORNIA STEWARDSHIP NETWORK, AN ALLIANCE OF REGIONAL ECONOMIC DEVELOPMENT ORGANIZATIONS AND COMMUNITY FOUNDATIONS, AND ALSO FOSTERED NEW REGIONAL LEADERSHIP ACROSS THE STATE THROUGH ITS YOUNG LEADERS AND BECKY MORGAN STEWARD LEADERSHIP PROGRAMS.Expenses $178,541
- ECONOMIC DEVELOPMENT, FISCAL RESILIENCE, ENERGY TRANSITION:CAFWD DEVELOPED POLICY STRATEGIES AND PROGRAM IMPLEMENTATION IN THE CORE AREAS OF ENERGY TRANSITION AND FISCAL RESILIENCE, IN SUPPORT OF ITS BROADER GOALS OF ECONOMIC DIVERSIFICATION AND OVERALL ECONOMIC RESILIENCE ACROSS THE STATE OF CALIFORNIA; THIS WORK INCLUDED WORKING TO STRENGTHEN COMMUNICATION AND COLLABORATION BETWEEN INDUSTRY PARTNERS, REGIONAL LEADERS, AND STATE GOVERNMENT.Expenses $277,747 · grants $13,000 · revenue $154,885
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | No data |
IRS record
- EIN
- 26-0566540
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W20)
- Assets (IRS master file)
- $922,279
- Income (IRS master file)
- $1,943,370
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,943,370 | $1,550,018 | $922,279 | IRS |
| 990 | June 2024 | $2,050,468 | $3,321,782 | $498,764 | XML |
| 990 | June 2023 | $2,661,042 | $4,762,678 | $2,091,575 | IRS |
| 990 | June 2022 | $6,989,171 | $4,660,426 | $4,041,269 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2007 Officer: Jim Mayer | June 30, 2008 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about CALIFORNIA FORWARD
- What is the EIN of CALIFORNIA FORWARD?
- The employer identification number (EIN) of CALIFORNIA FORWARD is 26-0566540.
- Is CALIFORNIA FORWARD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to CALIFORNIA FORWARD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA FORWARD file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA FORWARD due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA FORWARD last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CALIFORNIA FORWARD?
- The 990 for the year ended December 31, 2024 names KATE GORDON.
- Who are the officers and directors of CALIFORNIA FORWARD?
- The 990 for the year ended December 31, 2024 lists 21 people; 5 received compensation from the organization, the highest $184,026 (ISMAEL HERRERA THRU 51924, EXECUTIVE DIRECTOR - NON-VOTING).
- How much revenue does CALIFORNIA FORWARD have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,943,370, expenses of $1,550,018 and total assets of $922,279 at year end.
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