CALSTART INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CALSTART INC (EIN 95-4375022)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-08-06
IRS object ID
202412199349302101
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-06T19:00:10-05:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953001179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Windes IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 87AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP908010087ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954375022EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALSTART IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALSBusinessNameControlTxt
Phone6267445600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line148 S Chester AveAddressLine1Txt
CityPasadenaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJohn BoeselPersonNm
Person TitleCFOPersonTitleTxt
Phone6267445600PhoneNum
Signature2024-08-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAaron PhillipsPreparerPersonNm
PTINP01654760PTIN
Phone5624351191PhoneNum
Preparation2024-08-01PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJohn BoeselPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line148 S Chester AveAddressLine1Txt
CityPasadenaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91106ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$169,305,902GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.calstart.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1992FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionDevelop and implement large scale zero-emission transportation solutions ... (See Schedule O)with businesses, governments, and organizations to mitigate climate change and support economic growth.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee181TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$66,438,713PYContributionsGrantsAmt
CY Contributions Grants$168,667,588CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$4PYInvestmentIncomeAmt
CY Investment Income$615,814CYInvestmentIncomeAmt
PY Other Revenue$3,569PYOtherRevenueAmt
CY Other Revenue$22,500CYOtherRevenueAmt
PY Total Revenue$66,442,286PYTotalRevenueAmt
CY Total Revenue$169,305,902CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$14,816,982PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$21,893,813CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$51,036,842PYOtherExpensesAmt
CY Other Expenses$151,051,502CYOtherExpensesAmt
PY Total Expenses$65,853,824PYTotalExpensesAmt
CY Total Expenses$172,945,315CYTotalExpensesAmt
PY Revenues Less Expenses$588,462PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,639,413CYRevenuesLessExpensesAmt
Total Assets BOY$49,283,495TotalAssetsBOYAmt
Total Assets EOY$81,342,340TotalAssetsEOYAmt
Total Liabilities BOY$40,880,097TotalLiabilitiesBOYAmt
Total Liabilities EOY$76,578,355TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,403,398NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,763,985NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionFor over 30 years, it has been CALSTART's mission to work with innovative partners to accelerate the growth of the clean transportation industry ... (See Schedule O)CALSTART develops, assesses, and implements large-scale zero-emission transportation solutions to mitigate climate change and support economic growth. As an industry builder, CALSTART collaborates with businesses, organizations, governments, and communities to create real-life impact toward clean air and equitable access to clean transportation for all. CALSTART provides scientific, technical, and policy support for regulatory development of clean technology and infrastructure acceleration.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$152,395,847ExpenseAmt
DescCALSTART designs, leads, and implements zero-emission vehicle and infrastructure incentive programs for trucks, buses, cars, and off-road equipment for international, federal, state, and local governments. This includes $4 million funding by the Department of Energy for CALSTART's Charge@Work program, and the $74 million budget approved by California Energy Commission's (CEC) for the Communities in Charge project. CALSTART's EnergIIZE project, with a total approved budget of $276 million by CEC through 2026, provides incentives via reimbursement for EV and H2 infrastructure to support medium/heavy-duty ZEVs. The CEC also awarded $25 million for a ZEV Battery Manufacturing Block Grant.(See Schedule O)California's Air Resources Board's (CARB) Clean Off-Road Equipment Voucher Incentive Project (CORE) receives $266 million in funding, with an additional $27 million now allocated for zero-emission professional landscape service equipment. CARB approved an allocation of over $1.7 billion for Hybrid and Zero-Emission Truck and Bus Voucher Incentive Project (HVIP). CARB identified $25 million for the Innovative Small E-Fleet (ISEF) set-aside within HVIP.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$7,449,784ExpenseAmt
DescCALSTART remains the go-to leader in zero- and low-emission technology assessment, evaluation, and planning assistance. CALSTART serves as the medium- and heavy-duty vehicle advisor to the California Air Resources Board (CARB) and assists in development of its ongoing Heavy Duty Investment Plan to meet 2030 climate and clean air objectives. CALSTART produces original and compiled research on industry and market dynamics and ways to accelerate transformation to provide accessible technical assistance, road-mapping, guidance. In June 2023, CALSTART held a showcase, ride & drive event in Fresno, CA to demonstrate the range of available zero-emission vehicles available for fleet transformation.(See Schedule O)For Environmental Protection Agency (EPA)'s 2022 Clean School Bus Rebates, CALSTART launched its Electric School Bus Network website as a critical resource for all those working to advance the electrification of school buses.CALSTART was one of the winners of the $8 million Grand Prize award in the Electric Truck & Bus Challenge part of the New York Clean Transportation Prizes program by NYSERDA , for its Freight Electrification-as-a-Service for Transformation (FEaST) proposal. CALSTART also provides technical assistance to NYSERDA's New York Truck Voucher Incentive Program (NYTVIP). Mass Fleet Advisor is a technical assistance program for private MHDV fleets; CALSTART is the prime recipient of Massachusetts Clean Energy Center's (MassCEC) program.Recent major federal awards include CALSTART securing $412,000 in revenue from the Department of Energy (DOE) Vehicle Technology Office as part of two awards totaling $32 million. CALSTART is also a sub-contractor on one of the FHWA Clean Fuel and Infrastructure Awards, receiving $63.8 million for the I-10 corridor project. Additionally, the DOE awarded CALSTART $1.2 million to plan for commercial EV decarbonization along the I-95 corridor.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,002,357ExpenseAmt
Revenue$22,500RevenueAmt
DescCALSTART provides a wide range of networking and strategic partnering opportunities for its 280+ member companies and stakeholder organizations. CALSTART members benefit from the unique research and analysis reports and have access to curated information about opportunities and industry trends in clean transportation. Our program teams also conduct webinars to inform members and others of the latest developments, opportunities, and forecasts about EVs and clean transportation. (See Schedule O)In 2023, CALSTART issued the industry-leading Zeroing in on Zero-Emission Trucks (ZET) report, which provides insight on market trends and deployments as the industry prepared for an injection of federal funding. CALSTART also presented a vision and roadmap for how the United States can build out infrastructure to support rapid zero-emission medium- and heavy-duty vehicle (ZE-MHDV) adoption. The Phasing in U.S. Charging Infrastructure report features findings from a model and scenario CALSTART developed, showing how to accelerate infrastructure buildout with a targeted, phase-in strategy.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$4,716,413ExpenseAmt
DescOther program servicesDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,716,413TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$166,564,401TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document45IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee181EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Piero StillitanoBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6267445600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line148 S Chester AvenueAddressLine1Txt
CityPasadenaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91106ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Cynthia Williams
Board Chair1.00Yes (X)Yes (X)$0$0$0
Chelle Izzi
Vice Chair1.00Yes (X)Yes (X)$0$0$0
Andrei Greenwalt
Secretary1.00Yes (X)Yes (X)$0$0$0
Gary Horvat
Director (Until 11/2022)1.00Yes (X)$0$0$0
Dawn Fenton
Director (Until 8/2023)1.00Yes (X)$0$0$0
Colleen Jansen
Director (Until 11/2022)1.00Yes (X)$0$0$0
Katie Sloan
Director1.00Yes (X)$0$0$0
Stephen Trichka
Director (Until 2/2023)1.00Yes (X)$0$0$0
Yuri Freedman
Director1.00Yes (X)$0$0$0
Bob Wyman
Director1.00Yes (X)$0$0$0
Bart Franey
Director1.00Yes (X)$0$0$0
Karen Hamberg
Director1.00Yes (X)$0$0$0
Julia Grinshpun
Director1.00Yes (X)$0$0$0
Chris Nevers
Director1.00Yes (X)$0$0$0
Mark Patter
Director1.00Yes (X)$0$0$0
Chris Stoddart
Director1.00Yes (X)$0$0$0
John Boesel
President & CEO40.00Yes (X)$395,636$0$57,592
Piero Stillitano
Chief Financial Officer40.00Yes (X)$265,936$0$46,382
David Chow
Chief Operations Officer40.00$231,164$0$45,265Yes (X)
Jasna Tomic
Vice President40.00$278,408$0$39,465Yes (X)
Jessica Olson
Vice President, Policy40.00$166,491$0$11,792Yes (X)
Maureen Marshall
Director, Midwest Region40.00$201,602$0$56,189Yes (X)
Deidre Strohm
Development Director40.00$161,888$0$37,233Yes (X)
Benjamin Mandel
Director, North East Region40.00$197,358$0$33,523Yes (X)
Jared Schnader
Director, Bus Programs40.00$177,649$0$45,998Yes (X)
Tom Brotherton
Director, Market Acceleration40.00$169,894$0$56,620Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,246,026TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$430,059TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K52IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Tetra Tech Divisions
PO Box 911654DenverCO80291Subrecipient$2,620,529
Achates Power Inc
4060 Sorento Valley BoulevardSan DiegoCA92121Subrecipient$1,018,322
Shared Use Mobility Center
222 W Merchandise Mart Plaza SuitChicagoIL60654Subrecipient$702,158
State of California
Accounting Department Xiaotian HuSacramentoCA95814Subrecipient$472,547
Drop Media LLC
Sam Trotman Jr 7141 Santa MonicaWest HollywoodCA90046Subcontractor$387,450
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K26CntrctRcvdGreaterThan100KCnt
Membership Dues$1,008,254MembershipDuesAmt
Government Grants$161,107,566GovernmentGrantsAmt
All Other Contributions$6,551,768AllOtherContributionsAmt
Total Contributions$168,667,588TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$615,814TotalRevenueColumnAmt
Exclusion$615,814ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescGRANT PROPOSAL CONSULTATIONDesc
Business900099BusinessCd
Total Revenue Column$22,500TotalRevenueColumnAmt
Related Or Exempt Func Income$22,500RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$22,500OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$169,305,902TotalRevenueColumnAmt
Related Or Exempt Func Income$22,500RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$615,814ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,538,131TotalAmt
Program Services$1,268,438ProgramServicesAmt
Management And General$269,693ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$13,939,715TotalAmt
Program Services$11,731,682ProgramServicesAmt
Management And General$2,208,033ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$876,266TotalAmt
Program Services$837,615ProgramServicesAmt
Management And General$38,651ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,248,911TotalAmt
Program Services$4,073,676ProgramServicesAmt
Management And General$175,235ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,290,790TotalAmt
Program Services$1,239,555ProgramServicesAmt
Management And General$51,235ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$11,494TotalAmt
Management And General$11,494ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$46,300TotalAmt
Management And General$46,300ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$70,050TotalAmt
Program Services$70,050ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,747,416TotalAmt
Program Services$4,479,099ProgramServicesAmt
Management And General$268,317ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,032,552TotalAmt
Program Services$834,948ProgramServicesAmt
Management And General$197,604ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$295,057TotalAmt
Program Services$261,292ProgramServicesAmt
Management And General$33,765ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$667,810TotalAmt
Program Services$612,002ProgramServicesAmt
Management And General$55,808ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,041,116TotalAmt
Program Services$992,609ProgramServicesAmt
Management And General$48,507ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$70,520TotalAmt
Program Services$73,220ProgramServicesAmt
Management And General-$2,700ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$64,925TotalAmt
Program Services$59,731ProgramServicesAmt
Management And General$5,194ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$287,022TotalAmt
Program Services$201,238ProgramServicesAmt
Management And General$85,784ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Subrecipients/Subcont.$139,291,701$139,291,701
Grant Repayments$2,699,035$2,699,035
Telephone & Comm.$339,326$302,280$37,046
Equipment Costs$185,398$145,358$40,040

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$201,780TotalAmt
Program Services$89,907ProgramServicesAmt
Management And General$111,873ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$172,945,315TotalAmt
Program Services$166,564,401ProgramServicesAmt
Management And General$6,380,914ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$24,176,344BOYAmt
EOY$12,815EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$900BOYAmt
EOY$66,547,336EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$21,298,188BOYAmt
EOY$11,045,931EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$565,843BOYAmt
EOY$424,074EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,522,804LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,401,136LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,180,224BOYAmt
EOY$3,121,668EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$61,996BOYAmt
EOY$190,516EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$49,283,495BOYAmt
EOY$81,342,340EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,024,779BOYAmt
EOY$10,439,195EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$33,239,402BOYAmt
EOY$60,964,647EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,615,916BOYAmt
EOY$1,549,255EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$3,625,258EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$40,880,097BOYAmt
EOY$76,578,355EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,403,398BOYAmt
EOY$4,763,985EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,403,398BOYAmt
EOY$4,763,985EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$49,283,495BOYAmt
EOY$81,342,340EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$3,639,413ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$58,934,317CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$123,322,082CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$103,294,692CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66,438,713CurrentTaxYearMinus1YearAmt
Current Tax Year$168,667,588CurrentTaxYearAmt
Total$520,657,392TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$58,934,317CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$123,322,082CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$103,294,692CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66,438,713CurrentTaxYearMinus1YearAmt
Current Tax Year$168,667,588CurrentTaxYearAmt
Total$520,657,392TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$520,657,392PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$994CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,443CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$341CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4CurrentTaxYearMinus1YearAmt
Current Tax Year$615,814CurrentTaxYearAmt
Total$619,596TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,696CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51,638CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,393CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,569CurrentTaxYearMinus1YearAmt
Current Tax Year$22,500CurrentTaxYearAmt
Total$126,796TotalAmt
FieldValueIRS element (for citing)
Total Support$521,403,784TotalSupportAmt
Gross Receipts Rltd Activities$43,056GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99860PublicSupportCY170Pct
Public Support PY1700.99950PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10, Explanation of Other Income:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2018 Amount: $ 30,696. 2019 Amount: $ 51,638. 2020 Amount: $ 18,393. 2021 Amount: $ 3,569. GRANT PROPOSAL CONSULTATION - 2022 Amount: $ 22,500.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$70,050OtherActivitiesAmt
Total Lobbying Expenditures$70,050TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1:FormAndLineReferenceDesc
ExplanationCALSTART hired lobbyists to impact policies consistent with the CALSTART, Inc. mission.ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,998,656OtherCostOrOtherBasisAmt
Book Value$1,998,656BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,426,849OtherCostOrOtherBasisAmt
Depreciation$1,315,105DepreciationAmt
Book Value$1,111,744BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$97,299OtherCostOrOtherBasisAmt
Depreciation$86,031DepreciationAmt
Book Value$11,268BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,121,668TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Lease liability$117,750
Grants Repayable$3,507,508
FieldValueIRS element (for citing)
Total Liability$3,625,258TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$169,305,902TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$169,305,902RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$169,305,902TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$172,945,315TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$172,945,315ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$172,945,315TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationFIN 48: CALSTART has evaluated its tax positions and the certainty as to whether those positions will be sustained in the event of any audit by taxing authorities at the federal and state levels. The primary tax positions evaluated relate to CALSTARTs continued qualification as a tax-exempt organization and whether there are unrelated business income activities that would be taxable. Management has determined that all income tax positions will more likely than not be sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The statute of limitations for federal and California state purposes is generally three and four years, respectively.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland & Greenland)00Grant received for program servicesRevenue in Germany$145,984
North America00Grant received for program servicesRevenue in Canada$62,329
Europe (Including Iceland & Greenland)12Program ServicesExpenditure (Payroll) in Netherlands$223,250
Europe (Including Iceland & Greenland)02Grant received for program servicesRevenue in Netherlands$154,977
Europe (Including Iceland & Greenland)01Program ServicesExpenditure (Payroll) in United Kingdom$131,722
Europe (Including Iceland & Greenland)02Grant received for program servicesRevenue in Netherlands$37,526
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees7SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee7TotalEmployeeCnt
Subtotal Spent$755,788SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$755,788TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 2:Grant expenses are accumulated using the job cost modual in Sage 100 ERP. Grant activities are conducted based upon the grant contract and monitored by project managers.
Part III Accounting Method:

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
John Boesel
President & CEO$278,987$0$116,649$0$0$0$22,287$0$35,305$0$453,228$0$0$0
Jasna Tomic
Vice President$199,047$0$79,361$0$0$0$15,892$0$23,573$0$317,873$0$0$0
Piero Stillitano
Chief Financial Officer$213,115$0$52,821$0$0$0$17,038$0$29,344$0$312,318$0$0$0
David Chow
Chief Operations Officer$199,528$0$31,636$0$0$0$15,942$0$29,323$0$276,429$0$0$0
Maureen Marshall
Director, Midwest Region$178,601$0$23,001$0$0$0$14,277$0$41,912$0$257,791$0$0$0
Benjamin Mandel
Director, North East Region$176,291$0$21,067$0$0$0$14,099$0$19,424$0$230,881$0$0$0
Tom Brotherton
Director, Market Acceleration$156,908$0$12,986$0$0$0$12,521$0$44,099$0$226,514$0$0$0
Jared Schnader
Director, Bus Programs$157,251$0$20,398$0$0$0$12,575$0$33,423$0$223,647$0$0$0
Deidre Strohm
Development Director$151,172$0$10,716$0$0$0$12,073$0$25,160$0$199,121$0$0$0
Jessica Olson
Vice President, Policy$124,985$0$41,506$0$0$0$9,479$0$2,313$0$178,283$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 7FormAndLineReferenceDesc
ExplanationCALSTART provides a non-fixed, performance-based discretionary bonus to employees.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonChris Stoddart of New Flyer of AmerPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionBoard memberRelationshipDescriptionTxt
Transaction$297,000TransactionAmt
TransactionChris Stoddart is president of New Flyer of America, which is a program beneficiary of California Air Resources Board Hybrid and Zero-Emission Truck and Bus Voucher Incentive Project.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bDescribe the process the organization uses to review Form 990. CALSTART, Inc.'s outside tax preparers and finance staff prepare the Form 990 which is then reviewed and approved by the CALSTART Chief Financial Officer. The form is then sent to the the full board before mailing.
Form 990, Part VI, Section B, line 12cDescribe the process the organization uses to monitor and enforce compliance with the conflict of interest policy. CALSTART, Inc. requires all employees to disclose, at least annually, all sources of income from compensation or from ownership of every outside competing enterprise providing goods or services to CALSTART, Inc. in the last twelve months. In addition, each new board member receives a binder that includes the conflict of interest policy.
Form 990, Part VI, Section B, line 15Describe the process for determining compensation of the organization's officers or key employees. The board reviewed CALSTART Inc.'s CEO and CFO compensation and data of comparable compensation for similarly qualified nonprofit executives.
Form 990, Part VI, Section C, line 19Describe how the organization makes its governing documents, conflict of interest policy, and financial statements available to the public. Some or all of these items may be available as part of a grant application. However, there is no process for making these available to the public.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.