California Forward

California Forward (CAFWD) is a think tank and policy advocacy group that supports left-of-center policy goals, including government-subsidized housing, increased economic benefits for ethnic minorities, and campaign finance reform. CAFWD supports many policies of California Governor Gavin Newsom (D).

At-A-Glance

Issue Areas: Multi-Issue Advocacy
Website: cafwd.org
Founded:

2008

CEO:

Micah Weinberg

Location: Sacramento, CA View on map
Tax ID: 26-0566540
Most Recent Filing: 2024
Budget (2024): Assets: $498,764 Revenue: $2,050,468 Expenses: $3,321,782

Contents

    CAFWD was founded by California Common Cause, the Center for Government Studies, the New California Network, and the Commonwealth Club of California’s Voices of the Reform Project. The group was formed with $16 million in funding from “five major foundations.” 1 2

    CAFWD has a political advocacy sister-group, the California Forward Action Fund, which received more than $39,000 from CAFWD in 2019. 3

    Policy Goals

    California Forward devises and advocates for policy goals through a network of sub-groups: the California Stewardship Network, the California Economic Summit, and the Young Leaders Advisory Council. 4

    CAFWD supports regional plans to develop weather-dependent energy sources with government support, increased state-wide regulations on pollution, and the establishment of a $1.5 billion forest fire prevention plan. 5

    CAFWD’s economic goals are oriented around supporting ethnic minority Californians, including regulations to “reduce capital access barriers” and the implementation of the Community Economic Resilience Fund, a $600 million government-financed investment fund currently in development. 5

    CAFWD supports a “cradle to career” education platform, including an increase in state education grants and more emphasis on supporting low-income communities. 5

    CAFWD supports combatting California’s “broadband crisis” with regional plans and a statewide investment supported by federal funds. 5

    CAFWD supports an increased emphasis on “social determinants of health” or environmental factors that allegedly impact health outcomes, particularly crime, poverty, and “systemic racism.” 5

    CAFWD supports government efforts to increase house ownership through tax credits, government investment programs, regulations which encourage easier mortgage financing, zoning reforms, and numerous other reforms. 5

    In 2016, CAFWD supported the Voters’ Right To Know Act, which proposed a state constitutional amendment for a slate of campaign finance reforms, including doubling campaign finance violation fines and requiring political ads costing more than $50,000 to display their top three donors. The proposed amendment failed to qualify for the ballot. 6 7

    The amendment was endorsed by the Voters’ Right To Know Coalition, of which CAFWD was a partner along with the Analyst Institute, the California Clean Money Campaign, Common Cause, the Campaign Legal Center, End Citizens United, MapLight, RepresentUs, and YouGov. 8

    Relationship With Governor Newsom

    California Forward supports many of the policies of California Governor Gavin Newsom (D). Governor Newsom is an honorary summit chair of CAFWD’s 2022 California Economic Summit, 9 and he spoke at the group’s 2021 and 2020 summits. 10 11

    CAFWD endorsed Governor Newsom’s 2022-2023 budget plan. 12

    CAFWD collaborated with Newsom’s administration on the appointment of former Los Angeles Mayor Antonio Villaraigosa (D) as Infrastructure Advisor for one-time federal funds given to the state by the Investment and Jobs Act. 13

    California Dream Index

    California Forward publishes the California Dream Index, which rates the counties and regions of California according to CAFWD’s policy goals, including “home ownership,” “broadband access,” “short commutes,” and “affordable rent.” 14

    Funding

    California Forward generated $2,515,467 in revenue in 2019. 15 The organization receives “core support” from the James Irvine Foundation and the Morgan Family Foundation. 16 Other financial supporters include Bank of America, the Blue Cross Blue Shield of California Foundation, Chevron, AAA Insurance Group, Wells Fargo, JP Morgan Chase, Dignity Health, the Latino Community Foundation, the California Resources Corporation, SEIU United Health Care Workers West, the Central Valley Community Foundation, Futuro Health, the Rural County Representatives of California, Edison International, PG&E, 17 and the David and Lucile Packard Foundation. 18

    CAFWD receives government funding from the Employment Training Panel of California and the University of California Agriculture and Natural Resources. 17

    Leadership

    Micah Weinberg became California Forward’s chief executive officer in 2019. He has also served as chief executive officer of the Healthy Systems Project, a consulting firm now primarily focused on regulations related to the Affordable Care Act, since 2001. Weinberg previously worked as president of the Economic Institute of the Bay Area Council, a business association based in Silicon Valley, and as a senior research fellow at the New America Foundation, a left-of-center public policy think tank. 19

    Financial Statistics

    Total Assets

    Total Revenue

    Total Expenses

    YearTotal AssetsTotal RevenueTotal ExpensesFiling
    2024 $498,764 $2,050,468 $3,321,782 View
    2023 $2,091,575 $2,661,042 $4,762,678 View
    2022 $4,041,269 $6,989,171 $4,660,426 View
    2021 $2,278,761 $1,928,668 $2,863,337 View

    Prior year filings: 2020, 2019, 2018, 2017, 2015, 2014, 2013, 2012, 2011

    Revenue Detail

    Expenses Detail

    Employee Compensation

    • Number of Employees: 13

    Highest Earning Employees

    EmployeeTitleTotal Compensation
    Micah Weinberg Thru 6142023PRESIDENT & CEO – NON-VOTING$269,886
    Lavera AlexanderCHIEF STRATEGY OFFICER – NON-VOTING$197,699
    Ismael Herrera Thru 51924EXECUTIVE DIRECTOR – NON-VOTING$196,324
    Amit Thakkar Thru 81823VP PUBLIC POLICY$169,129
    David Nelson Thru 112123EXECUTIVE DIRECTOR/SHARED WITH ACTION FUND$151,615
    Selina WilliamsCONTROLLER$151,427
    Kate Gordon As Of 52024PRESIDENT & CEO – NON-VOTING$149,869
    Susan LovenburgSENIOR ADVISOR$146,982
    Annalisa WurmDIRECTOR- REGIONS$133,205
    Sarah WalshDIRECTOR – COMMUNICATIONS$126,877
    Araceli PalafoxDIRECTOR REGIONS$121,480
    John GuenterDIRECTOR – COMMUNICATIONS$120,955
    Lauren Jeglinski Thru 112123SECRETARY – NON-VOTING$97,025

    Grant Activity

    All-time grants received statistics from Candid dataset:

    • Total Grant Value: $25,997,400
    • Number of Grants: 94
    • Number of Funders: 42

    Selection of highest value grants received from the last seven years:

    AmountYearFunderSubject
    $1,000,0002022 The James Irvine FoundationTo expand organizational capacity and programs to support the implementation of the Community Economic Resilience Fund (CERF) across the state.
    $1,000,0002022 The James Irvine FoundationFor general operating support.
    $500,0002022 The James Irvine FoundationTo support organizational capacity and program expansion to advance efforts to assist in the planning and implementation of the Community Economic Resilience Fund (CERF) across the state.
    $450,0002022 California Community FoundationCIVIC ENGAGEMENT
    $400,0002020 Silicon Valley Community Foundation
    $350,0002023 The James and Rebecca Morgan Charitable FoundationPUBLIC CHARITY
    $350,0002021 Silicon Valley Community Foundation
    $300,0002021 The James Irvine FoundationTo support organizational capacity and program expansion to advance efforts to assist in the planning and implementation of the Community Economic Resilience Fund (CERF) across the state.
    $250,0002024 The James Irvine FoundationFor general operating support.
    $250,0002024 The William & Flora Hewlett Foundationfor general operating support
    $250,0002024 The James and Rebecca Morgan Charitable FoundationPUBLIC CHARITY
    $200,0002022 Blue Shield of California FoundationSTRENGTHENING THE VOICE OF COMMUNITY-BASED ORGANIZATIONS IN EQUITABLE ECONOMIC DEVELOPMENT
    $200,0002021 GREATER HOUSTON PARTNERSHIP INCSEE PART IV
    $150,0002024 Silicon Valley Community Foundation
    $150,0002022 Silicon Valley Community FoundationCommunity Development
    $100,0002025 The David and Lucile Packard Foundationfor project support of the Resilience Finance Framework Workgroup
    $100,0002023 The Gregory and Ej Milken FoundationCOMMUNITY CENTERS & PROGRAMS
    $75,0002024 The Gregory and Ej Milken FoundationCOMMUNITY CENTERS & PROGRAMS
    $75,0002023 The James Irvine FoundationTo support an executive search for a new Chief Executive Officer.
    $51,0002023 Asian Business Association FoundationLEADERSHIP DEVELOPMENT
    $51,0002021 Fidelity Investments Charitable Gift FundFor grant recipient's exempt purposes
    $50,0002024 Sierra Health Foundation Center for Health Program ManagementGENERAL SUPPORT
    $50,0002023 National Philanthropic TrustPUBLIC, SOCIETAL BENEFIT
    $40,0002023 Bank of America Charitable FoundationPROGRAM/OPERATING SUPPORT
    $25,0002024 LATINO COMMUNITY FOUNDATIONBUILDING ECONOMIC POWER

    All-time grants given statistics from Candid dataset:

    • Total Grant Value: $1,072,104
    • Number of Grants: 18
    • Number of Recipients: 10

    Selection of highest value grants given from the last seven years:

    AmountYearFunderSubject
    $230,0002022 California Forward Action FundTO CONDUCT PUBLIC EDUCATION AND LOBBYING ACTIVITIES RELATED TO PROMOTING STRUCTURAL GOVERNANCE REFORM IN CALIFORNIA.
    $213,0002023 California Forward Action FundPROGRAM AND MANAGEMENT OPERATIONS – NON PARTISAN ADVOCACY.
    $172,0002021 California Forward Action FundTO CONDUCT PUBLIC EDUCATION AND LOBBYING ACTIVITIES RELATED TO PROMOTING STRUCTURAL GOVERNANCE REFORM IN CALIFORNIA.
    $100,0002022 Helena Group FoundationTO SUPPORT THE "GETTING TO NET ZERO" DELIBERATIVE POLL.
    $100,0002021 Helena Group FoundationTO SUPPORT THE "GETTING TO NET ZERO" DELIBERATIVE POLL.
    $39,1002020 California Forward Action FundTo conduct public education and lobbying activities related to promoting structural governance reform in california.
    $25,0002021 Sierra Business CouncilTO SUPPORT THE "GETTING TO NET ZERO" DELIBERATIVE POLL.
    $12,0002024 California Forward Action FundPROGRAM AND MANAGEMENT OPERATIONS – NON PARTISAN ADVOCACY.

    References

    1. [1] Gumz, Jondi. “California budget reforms in the hopper for November ballot.” Santa Cruz Sentinel. November 18, 2009. Accessed October 8, 2022. https://web.archive.org/web/20091119194445/http://www.santacruzsentinel.com/localnews/ci_13812832.
    2. “California Forward.” Ballotpedia. Accessed October 8, 2022. https://ballotpedia.org/California_Forward.
    3. “California Forward Form 990.” ProPublica. Accessed October 8, 2022. https://projects.propublica.org/nonprofits/organizations/260566540/202101059349301035/full.
    4. “About Us.” California Forward. Accessed October 8, 2022. https://cafwd.org/about-us/.
    5. “Action Areas.” California Forward. Accessed October 8, 2022. https://cafwd.org/action-areas/#.
    6. “California Voters’ Right to Know Act (2016).” Ballotpedia. Accessed October 8, 2022. https://ballotpedia.org/California_Voters%27_Right_to_Know_Act_(2016).
    7. “Ballot Measures.” Ballotpedia. Accessed October 8, 2022. https://ballotpedia.org/California_Voters%27_Right_to_Know_Act_(2016).
    8. “About Us.” Voters’ Right To Know. Accessed October 8, 2022. https://votersrighttoknow.org/about-voters-right-to-know/about-us/.
    9. “About the Summit.” California Forward. Accessed October 8, 2022. https://cafwd.org/summit/about/.
    10. Ono, Nadine. “Governor Newsom Joins Day One Of The 2021 California Economic Summit.” California Forward. Accessed October 8, 2022. https://cafwd.org/news/governor-newsom-joins-day-one-of-the-2021-california-economic-summit-in-monterey/.
    11. Guenther, John. “Commitments To Inclusion Powered Day Two of 2020 California Economic Summit.” California Summit. December 4, 2020. Accessed October 8, 2022. https://cafwd.org/news/commitments-to-inclusion-powered-day-two-of-2020-california-economic-summit/.
    12. “CA FWD Comments on Governor Newsome’s 2022-2023 Budget Proposal.” California Forward. Accessed October 8, 2022. https://cafwd.org/news/ca-fwd-comments-on-governor-newsoms-2022-23-budget-proposal/.
    13. “Governor Newsom Names Antonio Villaraigosa infrastructure Advisor to Leverage Federal Dollars in Building California Infrastructure for the Next Century.” California. August 11, 2022. Accessed October 8, 2022. https://www.gov.ca.gov/2022/08/11/governor-newsom-names-antonio-villaraigosa-infrastructure-advisor-to-leverage-federal-dollars-in-building-california-infrastructure-for-the-next-century/.
    14. “Explore the California Dream Index.” California Forward. Accessed October 8, 2022. https://www.cadreamindex.org/?start-year=2020&end-year=2020&variable=total&indicator=overall-score&resolution=county.
    15. California Forward. Return of an Organization Exempt From Income Tax (Form 990). 2019. https://projects.propublica.org/nonprofits/organizations/260566540/202101059349301035/full.
    16. “Made Possible With Core Support From.” California Forward. Accessed October 8, 2022. https://cafwd.org/.
    17. “Partner With Us.” California Forward. Accessed October 8, 2022. https://cafwd.org/partners/.
    18. California Forward.” David and Lucille Packard Foundation. Accessed October 8, 2022. https://www.packard.org/grants-and-investments/grants-database/california-forward/.
    19. “Micah Weinberg.” LinkedIn. Accessed October 8, 2022. https://www.linkedin.com/in/micah-weinberg-b5a819/.