2023-08-09T18:10:27-05:00 2022-09-30 953001179 Windes Inc PO BOX 87 LONG BEACH CA 908010087 990 2021-10-01 954375022 CALSTART Inc CALS 6267445600 48 S Chester Ave Pasadena CA 91106 Piero Stillitano CFO 6267445600 2023-08-07 1 Piero Stillitano 953001179 Aaron Phillips P01654760 5624351191 2023-07-26 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z John Boesel 48 S Chester Ave Pasadena CA 91106 66442286 0 X www.calstart.org X 1992 CA See Schedule O.CALSTART develops and implements large-scale zero-emission transportation solutions with businesses, governments, and organizations to mitigate climate change and support economic growth. 11 10 181 12 0 0 103294692 66438713 0 0 341 4 18393 3569 103313426 66442286 0 0 0 0 9764435 14816982 0 0 0 92904687 51036842 102669122 65853824 644304 588462 45392493 49283495 37577557 40880097 7814936 8403398 X See Schedule O.For over 30 years, it has been CALSTART's mission to develop, assess, and implement large-scale zero-emission transportation solutions to mitigate climate change and support economic growth. CALSTART works 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. 0 0 53802882 54667601 Market Acceleration: Enabling Fleet Transformation - CALSTART 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 $30 million award by California Energy Commission's (CEC) for the Communities in Charge project. CALSTART's EnergIIZE program, with a total authorized allocation of $276 million by CEC through 2026, provides incentives to purchase infrastructure equipment for medium/heavy-duty ZEVs. The CEC also awarded $25 million for a ZEV Battery Manufacturing Block Grant.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. 4911215 4798518 Technology Development and Demonstration Program - CALSTART 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, and guidance.In June 2022, CALSTART held a showcase, Ride and Drive event in Fontana, CA to demonstrate the range of available zero-emission vehicles available for fleet transformation.For the 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. 1174871 1171753 Promoting Clean Transportation Champions (Member Services, Publications, and Conferences) - CALSTART provides a wide range of networking and strategic partnering opportunities for its 300+ 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. CALSTART added 92 new member organizations in 2022.In 2022, 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. The Electric Highways report, written in partnership with National Grid, CALSTART, RMI, Stable Auto, and Geotab, presented an ambitious but attainable electric highway future in which all vehicles electrify to meet proactive policy goals for zero-emission vehicle sales in New York and Massachusetts.CALSTART's annual Policy Summit was held in Sacramento with members, key policymakers, and industry leaders assessing the state of energy transformation, regulations, and market. At the Global Clean Energy Forum and Clean Energy Ministerial (CEM) in Pittsburgh, PA, CALSTART held a ZET Global Expo, presenting trucks currently available for regional freight, last-mile delivery, and refuse operations. 3424457 5800843 Other Program Services 3424457 5800843 63313425 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 39 0 1 181 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X Piero Stillitano 6267445600 48 S Chester Avenue Pasadena CA 91106 John Boesel President & CEO 40.00 X 360750 0 48595 William Van Amburg Executive Vice President 40.00 X 267812 0 49951 Piero Stillitano Chief Financial Officer 40.00 X 247319 0 42373 Jasna Tomic Vice President 40.00 X 189834 0 36501 Fred R Silver Midwest Regional Director 40.00 X 183415 0 44711 Kevin Walkowicz Senior Director Truck Initiative 40.00 X 179822 0 48265 Maureen Marshall Director, Midwest Region 40.00 X 172996 0 51254 Cristiano Facanha Director, Global Drive to Zero 40.00 X 171783 0 23944 Larree Carnes-King Director, People Operations 40.00 X 159505 0 27799 Benjamin Mandel Director, North East Region 40.00 X 148371 0 25785 Dawn Fenton Director 1.00 X 0 0 0 Yuri Freedman Director 1.00 X 0 0 0 Karen Hamberg Director 1.00 X 0 0 0 Gary Horvat Director 1.00 X 0 0 0 Chelle Izzi Director 1.00 X 0 0 0 Colleen Jansen Director 1.00 X 0 0 0 Katie Sloan Director 1.00 X 0 0 0 Chris Stoddart Director 1.00 X 0 0 0 Stephen Trichka Director 1.00 X 0 0 0 Cynthia Williams Director 1.00 X 0 0 0 Bob Wyman Director 1.00 X 0 0 0 Michael Mcdonald Director Thru 2/2022 1.00 X 0 0 0 2081607 0 399178 22 0 1 0 Tetra Tech Divisions 3475 East Foothill Boulevard Pasadena CA 91107 Subcontractor 1884130 US Hybrid Corporation 445 Maple Avenue Torrance CA 905033807 Subrecipient 886574 Shared Use Mobility Center 222 W Merchandise Mart Plaza Suit Chicago IL 60654 Subrecipient 733840 Achates Power Inc 4060 Sorrento Valley Blvd San Diego CA 92121 Subrecipient 521755 Global Environmental Products Inc 5405 Industrial Parkway San Bernardino CA 92407 Subcontractor 255000 14 986871 60539958 4911884 66438713 4 4 MISCELLANEOUS INCOME 900099 3569 3569 3569 66442286 0 0 3573 1383755 1160772 222983 9222919 7762131 1460788 533458 500876 32582 2806956 2648987 157969 869894 823267 46627 12174 12174 45500 45500 118446 118446 3224830 3016648 208182 728809 542345 186464 205997 188492 17505 389335 344977 44358 603734 566760 36974 -126826 74138 -200964 80964 74487 6477 260884 182228 78656 Subrecipients/Subcont. 44726683 44726683 Equipment Costs 275197 217861 57336 Telephone & Comm. 254527 222457 32070 Other Expenses 236588 141870 94718 65853824 63313425 2540399 0 25503639 24176344 942 900 16234528 21298188 390900 565843 4516435 1336211 3250458 3180224 12026 61996 45392493 49283495 4081430 6024779 31653840 33239402 1682576 1615916 159711 0 37577557 40880097 X 7814936 8403398 7814936 8403398 45392493 49283495 588462 0 X 0 1 X 1 1 1 X 35013299 58934317 123322082 103294692 66438713 387003103 35013299 58934317 123322082 103294692 66438713 387003103 387003103 154 994 2443 341 4 3936 71590 30696 51638 18393 3569 175886 387182925 51266 0.99950 0.99940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 118446 118446 0 Part II-B, Line 1: CALSTART hired lobbyists to impact policies consistent with the CALSTART, Inc. mission. 1998656 1998656 2426849 1256947 1169902 90930 79264 11666 3180224 X 66442286 0 66442286 0 66442286 65853824 0 65853824 0 65853824 Part X, Line 2: FIN 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. Europe (Including Iceland & Greenland) 0 0 Accelerating commercial vehicle electrification in Mexico Revenue in Germany 13242 North America 0 0 Drive to Zero: Environmental and Climate Change in Canada Revenue in Canada 6992 Europe (Including Iceland & Greenland) 0 1 Drive to Zero Expenditure (Payroll) in Netherlands 49859 0 1 0 0 0 1 70093 0 70093 0 0 0 0 0 0 Part III Accounting Method: X X X X 0 0 0 0 0 0 0 0 0 John Boesel President & CEO 248500 0 112250 0 0 0 20000 0 28595 0 409345 0 0 0 William Van Amburg Executive Vice President 209259 0 58553 0 0 0 15929 0 34022 0 317763 0 0 0 Piero Stillitano Chief Financial Officer 190855 0 56464 0 0 0 15280 0 27093 0 289692 0 0 0 Jasna Tomic Vice President 142250 0 47584 0 0 0 13520 0 22981 0 226335 0 0 0 Fred R Silver Midwest Regional Director 154685 0 28730 0 0 0 13520 0 31191 0 228126 0 0 0 Kevin Walkowicz Senior Director Truck Initiative 162392 0 17430 0 0 0 13415 0 34850 0 228087 0 0 0 Maureen Marshall Director, Midwest Region 154852 0 18144 0 0 0 13491 0 37763 0 224250 0 0 0 Cristiano Facanha Director, Global Drive to Zero 152189 0 19594 0 0 0 13923 0 10021 0 195727 0 0 0 Larree Carnes-King Director, People Operations 143747 0 15758 0 0 0 11500 0 16299 0 187304 0 0 0 Benjamin Mandel Director, North East Region 133672 0 14699 0 0 0 10694 0 15091 0 174156 0 0 0 Chris Stoddart of New Flyer of Amer Board member 559980 Chris 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 0 Form 990, Part VI, Section B, line 11b Describe 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 12c Describe 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 15 Describe 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 19 Describe 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.