West Virginia Citizens Action Education Fund

West Virginia Citizen Action Education Fund (WV CAEF) is a charitable advocacy organization associated with West Virginia Citizen Action Group (WV CAG).

At-A-Glance

Website: wvcaef.org
Formation:

2002

Executive Director:

Gary Zuckett

Location: Charleston, WV View on map
Tax ID: 11-3660992
Most Recent Filing: 2024
Budget (2024): Assets: $1,293,997 Revenue: $912,334 Expenses: $1,159,676

Contents

    WV CAEF signed a June 6, 2022, letter to President Joe Biden and Vice President Kamala Harris requesting the use of executive action to cancel student debt. 1 WV CAEF is part of the coalition Citizens for Clean Elections that supports the John Lewis Voting Rights Advancement Act of 2021 (JLVRA), which would broaden the jurisdictions in the Voting Rights Act of 1965 (VRA) increasing federal control of election administration. 2 3 4

    Background

    The Mountain State Education & Research Foundation, Inc., was incorporated in 2002 by Bob Marshall, Norm Steenstra, and Gary Zuckett. 5 6 It changed names to West Virginia Citizen Action Education Fund (WV CAEF) in 2009. 7

    WV CAEF creates trade names, forms coalitions and partnerships, conducts trainings, and encourages active political participation to influence state and federal legislation on topics such as increasing taxes, lowering barriers to voting, registering voters, promoting unionized jobs, reviving the New Deal-era Civilian Conservation Corps federal job-creation program, transitioning from coal and other conventional fuels, reducing greenhouse gases, cancelling student debt, protecting Social Security from privatization, and guaranteeing health care for all. 8 9 10 11 12

    Affiliated Organizations

    In 1974, West Virginia Citizen Action Group (WV CAG) was founded as a community organizing group. 13

    WV CAEF is a state chapter member of the national organization People’s Action Institute, an aggressive left-wing advocacy organization. 14

    Trade Names

    WV CAEF forms groups they are “doing business as” for specific advocacy purposes.  WV CAEF trade names are Energy Efficient West Virginia, Kanawha Valley Connections, West Virginia New Jobs Coalition Fund, West Virginians United for Social and Economic Justice Fund, and WV 350 Reversing Climate Change. 15

    Donor Organizations

    WV CAEF has received grants from various organizations. Fidelity Investments Charitable Gift Fund is a commercial provider of donor-advised funds that manages charitable accounts through which donors can distribute gifts over time to charities of their choice while receiving immediate tax benefits. 16 The Neall Family Charitable Foundation is a private grantmaking foundation to aid or maintain social, educational, religious or other charitable activities. 17 The New Venture Fund (NVF) is a nonprofit that makes grants to left-of-center advocacy and organizing projects and sub-grantees in a variety of projects that include conservation, education, global health, disaster recovery, and the arts. 18 The People’s Action Institute is an aggressive left-wing advocacy organization in areas such as the environment, health, and financial activity. 19 Surdna Foundation is an advocacy and endowment management foundation that currently focuses on funding organizations that advocate for left-of-center public policy. 20 The Windward Fund is an environmentalist fiscal sponsor organization in the network of “dark money” organizations that promotes environmental and agricultural, food, and nutrition programs. 21 22 The MWC Foundation is a left-of-center grantmaker associated with the law firm Nutter, McClennan, and Fish, LLP. 23 Greater Kanawha Valley Foundation creates and administers funds and provides grants to nonprofits. 24 25 The Dunn Foundation develops projects and grants funds in areas such as the environment, attaining zero growth in the population, and reducing greenhouse gases and transition from coal and other conventional fuels. 26 27 Energy Foundation provides grants that support electric vehicles and weather-dependent energy adoption. 28 29

    Donation Recipients

    WV CAEF supported the Citizens Climate Lobby West Virginia “Caring for Creating Together” on June 4, 2022, whose speakers and panels discussed the environment, such as carbon neutral emissions, transition from coal to other conventional fuels, and how to advocate for policies. 30 31

    Advocacy Activities

    WV CAEF activities entail education and promoting active participation in politics on topics such as increasing taxes, lowering barriers to voting, registering voters, promoting union jobs, reviving the New Deal Civilian Conservation Corps federal job-creation program, transitioning from coal and other conventional fuels, reducing greenhouse gases, cancelling student debt, protecting Social Security from privatization, and guaranteeing healthcare for all. 32

    In June 2022 WV Citizen Action endorsed ReImagine Appalachia, a left-of-center organization that promotes maximizing union jobs, moving workers from fossil fuel jobs, repurposing manufacturing, reviving the New Deal Civilian Conservation Corps federal job creation program, broadband access, and federal investments dollars in communities and the environment. 33

    In January 2022 WV CAEF partnered with West Virginians for Affordable Health Care, the Rx Foundation, WV Center on Budget and Policy, and WV Citizen Action to conduct a Citizen Civic Engagement Training for the purpose of educating on legislative-related activities to encourage the support of left-wing health care policies. 34

    In Aug 2022 WV CAEF posted on its website the press release related to the hosting of a webinar by West Virginia groups on how to make meds affordable with a link to a petition demanding Department of Health and Human Services (HHS) Secretary Becerra circumvent Congress “to cut prices and increase access to life-saving medicines.” 35 36

    WV CAEF is a member of the West Virginia Climate Alliance, a coalition of 20 organizations focused on transitioning from coal and fossil fuels and significantly reducing greenhouse gases in support of the Green New Deal. 37

    WV CAEF signed on to a June 6, 2022, letter to President Joe Biden and Vice President Kamala Harris requesting the use of an Executive Order [EO] to cancel student debt. 1

    WV CAEF was part of a coalition of organizations, such as ACLU-WV – a state-based partner of the national ACLU organization – Our Future WV, WV FREE, at the beginning of COVID-19 that called for Governor Jim Justice (R) to “respect core constitutional principles” concerning the use of emergency powers whereby Governor Justice barred travel in West Virginia. 38

    WV CAEF is part of the coalition Citizens for Clean Elections that supports the John Lewis Voting Rights Advancement Act of 2021 (JLVRA).  JLVRA would amend the Voting Rights Act of 1965 (VRA).” 39 3 40

    Coalitions

    WV CAEF is a state chapter member of People’s Action Institute. At the state level, WV CAEF forges issue coalitions with groups such as Citizens for Clean Elections, Ohio Valley Environmental Coalition, National Association of Social Workers WV Chapter, SEIU 1199, Southern Appalachian Labor School, WV AFL-CIO, WV Citizen Action Group, WV Council of Churches, and WV Environmental Council. 41

    Financial Statistics

    Total Assets

    Total Revenue

    Total Expenses

    YearTotal AssetsTotal RevenueTotal ExpensesFiling
    2024 $1,293,997 $912,334 $1,159,676 View
    2023 $1,541,339 $1,639,224 $753,634 View
    2022 $655,749 $734,089 $470,783 View
    2021 $392,443 $689,656 $523,863 View
    2020 $226,650 $519,880 $350,263 View

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

    Revenue Detail

    Expenses Detail

    Employee Compensation

    • Number of Employees: 3

    Grant Activity

    All-time grants received statistics from Candid dataset:

    • Total Grant Value: $4,597,445
    • Number of Grants: 101
    • Number of Funders: 38

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

    AmountYearFunderSubject
    $950,0002023 Climate Imperative FoundationTo support research, education, and outreach about transitioning from coal to clean energy
    $215,0002024 Windward FundENVIRONMENTAL PROGRAMS
    $200,0002022 Working Families Organization IncSTATE INVESTMENT-GNDN
    $190,0002021 Windward FundENVIRONMENTAL PROGRAMS
    $160,0002023 Center for Peaceful Solutions IncPrograms
    $150,0002021 Working Families Organization IncCONTRIBUTIONS
    $150,0002020 Working Families Organization IncGNDN SUBGRANT
    $100,0002024 Amalgamated Charitable Foundation IncGeneral operating support and project support
    $100,0002023 Working Families Organization IncSTATE INVESTMENT-GNDNC3
    $81,3882021 Ohio River Valley Environmental CoalitionPUBLIC EDUCATION
    $75,0002025 Nonprofit Partners IncENVIRONMENTAL DEVELO
    $75,0002024 The Schmidt Family FoundationEncouraging a just transition away from fossil fuels
    $75,0002024 The Schmidt Family FoundationEncouraging a just transition away from fossil fuels
    $72,0002023 West Virginians for Affordablehealth CareGRANTS FOR RESEARCH AND C-3 ADVOCACY WORK ON STATE POLICY SOLUTIONS TO CURRENT ISSUES IN HEALTH CARE.
    $72,0002022 West Virginians for Affordablehealth CareGRANTS FOR RESEARCH AND C-3 ADVOCACY WORK ON STATE POLICY SOLUTIONS TO CURRENT ISSUES IN HEALTH CARE.
    $71,0002024 United States Energy FoundationTO PROMOTE EDUCATION AND ANALYSIS TO ADVANCE CLEAN, AFFORDABLE ENERGY THAT PROTECTS PUBLIC HEALTH.
    $71,0002021 West Virginians for Affordablehealth CareGRANTS FOR RESEARCH AND C-3 ADVOCACY WORK ON STATE POLICY SOLUTIONS TO CURRENT ISSUES IN HEALTH CARE.
    $56,0002020 The Greater Kanawha Valley FoundationGeneral support
    $50,0002025 Sierra Club FoundationEXPAND UTILITY JUSTICE ORGANIZING IN AREAS OF LOW-WEALTH AND COMMUNITIES OF COLOR.
    $50,0002024 Tides FoundationHEALTHY INDIVIDUALS AND COMMUNITIES
    $50,0002022 United States Energy FoundationTO PROMOTE EDUCATION AND ANALYSIS TO ADVANCE CLEAN, AFFORDABLE ENERGY THAT PROTECTS PUBLIC HEALTH.
    $50,0002022 State Leadership ProjectELECTION PROTECTION AND NONPARTISAN VOTER ENGAGEMENT AND GOTV
    $47,0002020 West Virginians for Affordablehealth CareGRANTS FOR RESEARCH AND C-3 ADVOCACY WORK ON STATE POLICY SOLUTIONS OT CURRENT ISSUES IN HEALTH CARE.
    $37,9652020 Ohio River Valley Environmental CoalitionPUBLIC EDUCATION
    $35,0002022 Windward FundENVIRONMENTAL PROGRAMS

    All-time grants given statistics from Candid dataset:

    • Total Grant Value: $100,000
    • Number of Grants: 1
    • Number of Recipients: 1

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

    AmountYearFunderSubject
    $100,0002023 Energy Efficient West VirginiaCLIMATE IMPERATIVE GRANT REQUIREMENT

    References

    1. “June 6, 2022 the Honorable Joseph R. Biden, Jr.. the White House Vice …” Accessed September 11, 2022. https://protectborrowers.org/wp-content/uploads/2022/06/552-Orgs-Call-on-President-Biden-to-Cancel-Federal-Student-Debt-Immediately-via-Executive-Action-1.pdf
    2. “About Citizens for Clean Elections.” WV Citizens for Clean Elections, February 27, 2021. https://wvoter-owned.org/about/
    3. Archer, Julie. “Demand Senators Deliver for Voting Rights.” WV Citizens for Clean Elections, January 18, 2022. https://wvoter-owned.org/deliver-for-voting-rights/
    4. “Findlaw’s United States Supreme Court Case and Opinions.” Findlaw. Accessed September 11, 2022. https://caselaw.findlaw.com/us-supreme-court/12-96.html
    5. “West Virginia Secretary of State Mac Warner.” WV SOS – Business and Licensing – Corporations – Online Data Services. Accessed September 10, 2022. https://apps.sos.wv.gov/business/corporations/organization.aspx?org=211380
    6. Ken Schwencke, Mike Tigas. “West Virginia Citizen Action Education Fund Inc – Form Form 990-EZ for Period Ending Dec 2003 – Nonprofit Explorer.” ProPublica, May 9, 2013. https://projects.propublica.org/nonprofits/ display_990/113660992/2004_06_EO%2F11-3660992_990EZ_200312
    7. Ken Schwencke, Mike Tigas. “West Virginia Citizen Action Education Fund Inc – Form Form 990-EZ for Period Ending Dec 2010 – Nonprofit Explorer.” ProPublica, May 9, 2013. https://projects.propublica.org/nonprofits/ display_990/113660992/2011_06_EO%2F11-3660992_990EZ_201012
    8. “Business Entity Search and/or Request for Certificates of Existence.” WV Secretary of State Business Entity Search. Accessed October 29, 2022. https://apps.wv.gov/SOS/BusinessEntitySearch/Details.aspx?Id=EM8xcg6x7VJjtubitFcHUg&Search=HTh72vmItDUZzSdElWBfocScy1hZJv5Fl4ReC6+jAlkqvWsvFZyZVx%2FMQDJgdL%2FE&Page=0
    9. “Links.” West Virginia Citizen Action Education Fund, May 30, 2016. https://wvcaef.org/links/
    10. “WVCAEF Projects & Accomplishments.” West Virginia Citizen Action Education Fund, March 12, 2016. https://wvcaef.org/projects-accomplishments/
    11. Marcum-Atkinson, Eve, Julie Archer, and Wvcaef. West Virginia Citizen Action Education Fund, November 18, 2020. https://wvcaef.org/
    12. “A Citizen’s Guide to Climate Change – Wv Rivers.” Accessed October 29, 2022. https://wvrivers.org/wp-content/uploads/2020/09/wvclimate.pdf.
    13. “About WV Citizen Action Group.” WV Citizen Action Group. June 14, 2016. Accessed August 28, 2022. https://wvcag.org/about
    14. “Institute Member Organizations.” People’s Action. Accessed September 11, 2022. https://peoplesaction.org/institute/institute-members/
    15. “West Virginia Secretary of State Mac Warner.” WV SOS – Business and Licensing – Corporations – Online Data Services. Accessed September 10, 2022. https:// apps.sos.wv.gov/business/corporations/organization.aspx?org=211380
    16. Fidelity Charitable. Accessed October 29, 2022. https://www.fidelitycharitable.org/
    17. “Neall Family Charitable Foundation.” Neall Family Charitable Foundation · Macdonald Rhonda J Ttee · Thompson Greenspon · 4035 Ridge Top Rd Ste 700, Fairfax, VA 22030-7411. Accessed October 29, 2022. https://opengovus.com/tax-exempt/541924107
    18. “Who We Are.” newventurefund.org, May 19, 2021. https://newventurefund.org/who-we-are/
    19. “Our History.” People’s Action. Accessed October 29, 2022. https://peoplesaction.org/about/history/
    20. “Surdna & Social Justice.” Surdna Foundation, July 7, 2022. https://surdna.org/our-organization/surdna-social-justice/
    21.   Windward fund. Accessed October 29, 2022. https://www.windwardfund.org
    22. Ken Schwencke, Mike Tigas. “Full-Text Search – Nonprofit Explorer.” ProPublica, May 9, 2013. https://projects.propublica.org/nonprofits/full_text_search? utf8=%E2%9C%93&q=West%2BVirginia%2Bcitizen%2Baction%2Beducation%2Bfun d
    23.   Suozzo, Andrea, Ken Schwencke, Mike Tigas, Sisi Wei, Alec Glassford, and Brandon Roberts. “M W C Foundation N M & F – Form Form 990-PF for Period Ending Dec 2017 – Nonprofit Explorer.” ProPublica, May 9, 2013. https://projects.propublica.org/nonprofits/display_990/222914691/12_2018_prefixes_20-22%2F222914691_201712_990PF_2018122116035458
    24. The Greater Kanawha Valley Foundation, August 15, 2022. https://tgkvf.org/
    25. “Response to Covid-19.” The Greater Kanawha Valley Foundation, April 22, 2021. https://tgkvf.org/special-initiatives/response-to-covid-19/
    26. Funding interests of the Dunn Foundation. Accessed October 29, 2022. http://dunnfoundationwv.org/about/funding_int.html
    27. Ken Schwencke, Mike Tigas. “The Dunn Foundation Inc, Full Filing – Nonprofit Explorer.” ProPublica, May 9, 2013. https://projects.propublica.org/nonprofits/organizations/ 550768879/202122639349100067/full
    28. “About Us.” Energy Foundation, October 19, 2022. https://www.ef.org/about-us/
    29. “West Virginia.” IER. Accessed September 10, 2022. https://www.instituteforenergyresearch.org/ data/west-virginia/
    30. “Citizens Climate Lobby West Virginia.” Google Sites: Sign-in. Accessed September 10, 2022. https://sites.google.com/view/citizens-climate-lobby-wv/home
    31. “A Citizen’s Guide to Climate Change – Wv Rivers.” Accessed September 10, 2022. https://wvrivers.org/wp-content/uploads/2020/09/wvclimate.pdf
    32. Wvcaef, Gary Zuckett, and Eve Marcum-Atkinson. “Archive.” West Virginia Citizen Action Education Fund, September 8, 2022. https://wvcaef.org/archive/
    33. “Resources.” ReImagine Appalachia, June 21, 2022. https://reimagineappalachia.org/resources/
    34. Marcum-Atkinson, Eve. “Citizen Civic Engagement Training.” West Virginia Citizen Action Education Fund, January 7, 2022. https://wvcaef.org/2022/01/07/citizen-civic-engagement-training/
    35. Zuckett, Gary. “Press Release: WV Groups Host Webinar on How We Can Make Meds Affordable Now.” West Virginia Citizen Action Education Fund, September 6, 2022. https://wvcaef.org/2022/08/26/press-release-wv-groups-host-webinar-on-how-we-can-make-meds-affordable-now/
    36. “Urge HHS SEC. Becerra to Meet with People Who Can’t Afford High Drug Prices!” People’s Action. Accessed September 10, 2022. Urge HHS Sec. Becerra to meet with people who can’t afford high drug prices! | People’s Action (peoplesaction.org)
    37. [1] “A Citizen’s Guide to Climate Change – Wv Rivers.” Accessed September 10, 2022. https://wvrivers.org/wp-content/uploads/2020/09/wvclimate.pdf
    38. “Covid-19 and Your Rights.” ACLU West Virginia, June 3, 2020. https://www.acluwv.org/en/covid-19-and-your-rights
    39. [1] “About Citizens for Clean Elections.” WV Citizens for Clean Elections, February 27, 2021. https://wvoter-owned.org/about/
    40. “H.R.1 – 117th Congress (2021-2022): For The People Act of 2021.” Accessed October 30, 2022. https://www.congress.gov/bill/117th-congress/house-bill/1
    41. “About.” West Virginia Citizen Action Education Fund, September 9, 2020. https://wvcaef.org/about/