2023-10-30T16:29:33-05:00 2022-12-31 946214841 ARMANINO LLP 12657 ALCOST BLVD STE 500 SAN RAMON CA 945834600 990 2022-01-01 814042787 GRID ALTERNATIVES AFFILIATES & SUBSIDIARIES GRID 5107311310 1171 OCEAN AVENUE 200 OAKLAND CA 94608 HECTOR PENA CFO 5107311310 2023-10-26 1 HECTOR PENA 999009999 1 MATTHEW PETROSKI P00853132 9257902600 2023-10-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ERICA MACKIE 1171 OCEAN AVENUE 200 OAKLAND CA 94608 40839346 1 1 5993 X WWW.GRIDALTERNATIVES.ORG X 2013 CA GRID ALTERNATIVES ENVISIONS A RAPID, EQUITABLE TRANSITION TO A WORLD POWERED BY RENEWABLE ENERGY THAT BENEFITS EVERYONE. OUR MISSION IS TO BUILD COMMUNITY-POWERED SOLUTIONS TO ADVANCE ECONOMIC AND ENVIRONMENTAL JUSTICE THROUGH RENEWABLE ENERGY. 47 47 346 267 0 0 10770113 10761202 23057902 30069564 13814 8580 11354 -5488 33853183 40833858 0 0 0 0 16479847 20157986 0 0 1657343 16215243 21929479 32695090 42087465 1158093 -1253607 32269792 39099390 20937588 29020793 11332204 10078597 X TO PROVIDE ENERGY COST SAVINGS TO LOW-INCOME HOMEOWNERS THROUGH INSTALLATION OF SOLAR ELECTRIC SYSTEMS AND TRAINING IN ENERGY EFFICIENCY, WHILE PROVIDING HANDS-ON SOLAR INSTALLATION OPPORTUNITIES TO JOB TRAINING ORGANIZATIONS AND COMMUNITY VOLUNTEERS. 0 0 35336683 30069564 GRID IS THE NATION'S LARGEST NONPROFIT INSTALLER OF CLEAN ENERGY TECHNOLOGIES, GRID DEVELOPS AND IMPLEMENTS RENEWABLE ENERGY PROJECTS THAT SERVE ECONOMIC AND ENVIRONMENTAL JUSTICE COMMUNITIES. GRID CREATES AND INSTALLS SOLAR PROJECTS THAT SERVE LOW-INCOME HOUSEHOLDS AND COMMUNITIES, AND IS ENABLING THESE COMMUNITIES TO ACCESS A VARIETY OF CLEAN MOBILITY AND BATTERY STORAGE INCENTIVE PROGRAMS. THROUGH OUR UNIQUE, PEOPLE-FIRST MODEL, WE ARE PUTTING MONEY BACK INTO FAMILIES' POCKETS, REDUCING THE ENERGY COST BURDEN FOR HOUSING PROVIDERS, AND JUMPSTARTING CLEAN ENERGY CAREERS. WE PARTNER WITH AFFORDABLE HOUSING ORGANIZATIONS, JOB TRAINING GROUPS, GOVERNMENT AGENCIES, MUNICIPALITIES, UTILITIES, TRIBES AND LOCAL COMMUNITIES TO MAKE CLEAN ENERGY A WIN FOR EVERYONE. GRID 'S PROGRAM ACCOMPLISHMENTS INCLUDE: NO-COST SOLAR INSTALLATIONS, HAND-ON SOLAR TRAINING, TECHNICAL ASSISTANCE AND SOLAR INSTALLATION FOR MULTIFAMILY AFFORDABLE HOUSING PROVIDERS, COMMUNITY/SHARED SOLAR PROJECT DEVELOPMENT AND IMPLEMENTATION, LOW INCOME SOLAR POLICY LEADERSHIP, LOW INCOME PROGRAM DESIGN AND IMPLEMENTATION, ENERGY ACCESS PROJECTS IN U.S. TRIBAL COMMUNITIES, AND CONNECTING LOW-INCOME COMMUNITIES WITH ELECTRIC VEHICLE PROGRAMS. 35336683 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 306 0 1 346 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 47 47 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X HECTOR PENA 5107311310 1171 OCEAN AVENUE 200 OAKLAND CA 94608 ARTHUR BART-WILLIAMS EXEC DIRECTOR - GRID BAY AREA 40.00 X 134060 0 11153 ASHLEY CHRISTY EXECUTIVE DIRECTOR - GRID GLA 40.00 X 131736 0 3505 JAIME ALONSO EXEC DIR - GRID INLAND EMPIRE 40.00 X 131162 0 2076 JONATAN R E MARROQUIN DIR OF CONST AND OPS - GRID GLA 40.00 X 114060 0 10973 ALEX TUREK DIR OF STRATEGIC DEV - GRID GLA 40.00 X 120000 0 4690 DAVID GRIFFIN CO-EXEC DIR - GRID C. VALLEY 40.00 X 111602 0 12355 PAUL CLEARY EXEC DIRECTOR - GRID SAN DIEGO 40.00 X 113690 0 9672 ELIJAH CHARLES PERRY EXEC DIRECTOR - GRID MID ATLANTIC 40.00 X 112359 0 5837 KARINA GONZALEZ CO-EXEC DIRECTOR - GRID C. VALLEY 40.00 X 104610 0 11012 PABLO RAFAEL DEL AGUILA CONST DIRECTOR - GRID N. VALLEY 40.00 X 109297 0 6130 ANN FOX FINANCE & OPS DIR - GRID N.V. 40.00 X 110148 0 5093 TOM ESQUEDA OUTREACH MANAGER - GRID C. VALLEY 40.00 X 103141 0 10228 STACI RICHARDSON EXEC DIRECTOR - GRID N. VALLEY 40.00 X 58403 0 3607 MARGARET KRAL EXECUTIVE DIRECTOR - GRID CO 40.00 X 27522 0 609 ADRIENNE JULIA SEARS DORSEY EXECUTIVE DIRECTOR - GRID CO 40.00 X 17637 0 51 JOSEPH KARP PRESIDENT - GRID BAY AREA 1.00 X X 0 0 0 TINA MURRAY TREASURER - GRID BAY AREA 1.00 X X 0 0 0 REID TUCKER SECRETARY - GRID BAY AREA 1.00 X X 0 0 0 DR NIKKY AVILA DIRECTOR - GRID BAY AREA 1.00 X 0 0 0 DAI OWEN DIRECTOR - GRID BAY AREA 1.00 X 0 0 0 PETER TON DIRECTOR - GRID BAY AREA 1.00 X 0 0 0 SARAH KEANE PRESIDENT/CHAIR - GRID CO 0.50 X X 0 0 0 BRIAN VICKERS BOARD TREASURER - GRID CO 0.50 X X 0 0 0 RYAN DULANEY SECRETARY - GRID CO 0.50 X X 0 0 0 PETE DIGNAN LEFT 122022 BOARD MEMBER - GRID CO 0.50 X 0 0 0 KATHLEEN PRITCHARD BOARD MEMBER - GRID CO 0.50 X 0 0 0 IFFIE JENNINGS BOARD MEMBER - GRID CO 0.50 X 0 0 0 NNEKA OBIOKOYE LEFT 112022 BOARD MEMBER - GRID CO 0.50 X 0 0 0 LARRY MARTINEZ LEFT 32022 BOARD MEMBER - GRID CO 0.50 X 0 0 0 ASPEN STOVER BOARD MEMBER - GRID CO 0.50 X 0 0 0 BENNY BARCO LEFT 52022 PRESIDENT - GRID C. VALLEY 0.42 X X 0 0 0 ANJITH WEERASINGHE INT. PRESIDENT - GRID C. VALLEY 0.33 X X 0 0 0 MARYLEN KARSTED VICE PRESIDENT - GRID C. VALLEY 0.25 X X 0 0 0 IVAN LOPEZ INT. TREASURER - GRID C. VALLEY 0.25 X X 0 0 0 JANINE MEDINA SECRETARY - GRID C. VALLEY 0.25 X X 0 0 0 LEROY COFFMAN BOARD MEMBER - GRID C. VALLEY 0.25 X 0 0 0 CHRIS FIELDS BOARD MEMBER - GRID C. VALLEY 0.25 X 0 0 0 JEREMIAH JANCIK BOARD MEMBER - GRID C. VALLEY 0.25 X 0 0 0 LISA MORALES BOARD MEMBER - GRID C. VALLEY 0.25 X 0 0 0 LUIS SANCHEZ BOARD MEMBER - GRID C. VALLEY 0.25 X 0 0 0 GEORGE PUDDEPHATT PRESIDENT - GRID INLAND EMPIRE 1.00 X X 0 0 0 BLAINE BOYER TREASURER - GRID INLAND EMPIRE 1.00 X X 0 0 0 MICHELLE PIERCE SECRETARY - GRID INLAND EMPIRE 1.00 X X 0 0 0 KARI H'OVARTH BOARD MEMBER - GRID INLAND EMPIRE 1.00 X 0 0 0 VIKITA POINDEXTER BOARD MEMBER - GRID INLAND EMPIRE 1.00 X 0 0 0 ALEX SAUCEDO BOARD MEMBER - GRID INLAND EMPIRE 1.00 X 0 0 0 TRACY WOODBURN BOARD MEMBER - GRID INLAND EMPIRE 1.00 X 0 0 0 KACEY LIZON BOARD PRESIDENT - GRID N. VALLEY 1.50 X X 0 0 0 ERIC POFF BOARD TREASURER - GRID N. VALLEY 4.00 X X 0 0 0 DERRICK ROSS BOARD SECRETARY - GRID N. VALLEY 0.50 X X 0 0 0 KRISTIN COOPER LEFT 112022 BOARD MEMBER - GRID N. VALLEY 1.00 X 0 0 0 SARA LONG BOARD MEMBER - GRID N. VALLEY 1.00 X 0 0 0 JONATHAN MARZ LEFT 82022 BOARD MEMBER - GRID N. VALLEY 1.00 X 0 0 0 GENE WILLIAMS BOARD MEMBER - GRID N. VALLEY 0.50 X 0 0 0 ULYSSES DOWNING JR PRESIDENT - GRID SAN DIEGO 1.00 X X 0 0 0 BLANCA BROWN TREASURER - GRID SAN DIEGO 1.00 X X 0 0 0 ERIKA MORGAN SECRETARY - GRID SAN DIEGO 1.00 X X 0 0 0 KARINNA GONZALEZ DIRECTOR - GRID SAN DIEGO 1.00 X 0 0 0 TARA HAMMOND LEFT 102022 DIRECTOR - GRID SAN DIEGO 1.00 X 0 0 0 ERIC MILLER LEFT 102022 DIRECTOR - GRID SAN DIEGO 1.00 X 0 0 0 GEORGE ASHTON PRESIDENT - GRID MID ATLANTIC 2.00 X X 0 0 0 HERB STEVENS TREASURER - GRID MID ATLANTIC 2.00 X X 0 0 0 LIDIJA SEKARIC SECRETARY - GRID MID ATLANTIC 2.00 X X 0 0 0 ERIC HEINTZ AT-LARGE MEMBER - GRID MID ATLANTIC 2.00 X 0 0 0 JEFF ATKIN PRESIDENT - GRID GLA 1.00 X X 0 0 0 ANTHONY HERNANDEZ BOARD VICE CHAIR - GRID GLA 1.00 X X 0 0 0 RAHIMA BUTLER LEFT 62022 TREASURER/BOARD CHAIR - GRID GLA 1.00 X X 0 0 0 LUIS GONZALEZ LEFT 82022 SECRETARY - GRID GLA 1.00 X X 0 0 0 FRANK DAVILA LEFT 122022 DIRECTOR - GRID GLA 1.00 X 0 0 0 SAM JAMMAL LEFT 62022 DIRECTOR - GRID GLA 1.00 X 0 0 0 JAKE LEVINE LEFT 122022 DIRECTOR - GRID GLA 1.00 X 0 0 0 SARA NEFF LEFT 92022 DIRECTOR - GRID GLA 1.00 X 0 0 0 BRUCE SAITO DIRECTOR - GRID GLA 1.00 X 0 0 0 ALICIA SCHWARZ DIRECTOR - GRID GLA 1.00 X 0 0 0 SALVADOR NUNEZ DIRECTOR - GRID GLA 1.00 X 0 0 0 BELINDA WAYMOUTH DIRECTOR - GRID GLA 1.00 X 0 0 0 1499427 0 96991 14 0 0 0 WESLEY LAZARA 2329 OAK STREET BERKLEY CA 94708 IT 532912 NICHOLAS M ANDERSON 1114 W DIAMOND ST ANAHEIM CA 92801 CONTRACTOR 238734 HIGH POINT SOLAR PO BOX 100 PMB 104 MAMMOTH LAKES CA 93546 CONTRACTOR 215854 DAMION BOBBITT 10537 STORCH DRIVE LANHAM MD 20706 CONTRACTOR 169655 HOMEBOY INDUSTRIES 130 W BRUNO ST LOS ANGELES CA 90012 LABOR 159197 8 5833 6619409 4135960 755119 10761202 FEE FOR SERVICE 900099 10487459 10487459 HQ SHARED INCOME 900099 10073728 10073728 SASH/DAC SASH CONTRACT 900099 9127405 9127405 STRATEGIC INITIATIVE F 900099 314323 314323 OTHER REBATES/INCENTIV 900099 66649 66649 30069564 8580 8580 0 5833 5488 -5488 -5488 40833858 30069564 0 3092 1002658 1002658 14890375 13347416 937617 605342 57506 50169 4204 3133 2896541 2663504 153352 79685 1310906 1110927 152656 47323 321405 321405 557575 557575 3062154 1539138 735651 787365 110064 81488 24967 3609 683506 449070 225387 9049 934582 486448 420102 28032 1665650 1412744 178454 74452 831305 744455 73949 12901 149818 117124 32513 181 22043 22043 199587 196519 3068 170313 9458 160855 PROJECT EXPENSES 12605191 12572591 30414 2186 IN-KIND CONSTRUCTION MA 293792 293792 BUSINESS LICENSES & PER 123012 91546 31466 DUES & SUBSCRIPTIONS 26230 11587 10628 4015 173252 158707 14475 70 42087465 35336683 5093439 1657343 2120025 1838190 291910 22349 423516 6032102 5898333 257044 219261 1626806 984318 477973 642488 23068389 30077602 32269792 39099390 1823795 1773249 631800 1185755 1007912 953234 17474081 25108555 20937588 29020793 X 9454823 8718108 1877381 1360489 11332204 10078597 32269792 39099390 -1253607 0 X 0 1 X 1 1 1 X 12141924 11325605 15238921 10781467 10761202 60249119 12141924 11325605 15238921 10781467 10761202 60249119 60249119 115 13814 8580 22509 11354 11354 60282982 144575325 0.99940 0.99690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1626806 984318 642488 642488 CONSTRUCTION IN PROGRESS 4365658 REFUNDABLE DEPOSITS 714388 INTERCOMPANY RECEIVABLES 19927043 OPERATING LEASE - RIGHT TO USE ASSET 5070513 30077602 INTERCOMPANY PAYABLES 19250550 WARRANTY LIABILITY 830867 OPERATING LEASE LIABILITY 5027138 25108555 X PART X, LINE 2: THE ORGANIZATION IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND TO RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS"). MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X 1 5106 FMV X INVERTERS 1 695992 X CONSTRUCTION MATERIALS 4 39011 X MISCELLANEOUS 2 8634 X BATTERIES 1 5740 X PANELS 1 636 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE AND NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE EXEMPT ORGANIZATION RETURNS ARE PREPARED BY AN OUTSIDE ACCOUNTING FIRM. AFTER COMPLETION OF SAID RETURNS, THE ORGANIZATION IS SENT A DRAFT OF THE EXEMPT ORGANIZATION RETURNS TO BE REVIEWED AND EXAMINED INTERNALLY. THE ORGANIZATION MAKES COPIES OF THE RETURNS AND DISTRIBUTES THEM TO THE BOARD OF DIRECTORS. AN AFFIDAVIT IS THEN SIGNED TO AUTHORIZE THE OUTSIDE ACCOUNTING FIRM TO PROCESS, SIGN AND PROVIDE COPIES OF THE RETURNS TO BE FILED WITH THE DESIGNATED GOVERNMENTAL AGENCIES. BEFORE THE EXEMPT ORGANIZATION RETURNS ARE FILED, A FINAL EXEMPT ORGANIZATION RETURN COPY IS FORWARDED TO ALL BOARD MEMBERS. THE EXECUTIVE DIRECTORS AND THEIR BOARDS WILL REVIEW THE FORM 990. ADDITIONALLY, THE AUDIT COMMITTEE, FINANCE COMMITTEE AND THE BOARD OF DIRECTORS OF GRID, INC. REVIEW THE AFFILIATE FORM 990'S. THE EXEMPT ORGANIZATION RETURNS ARE THEN FILED BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12C ALL NEW BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE FORM AS PART OF THEIR APPLICATION PROCESS AND TO UPDATE THIS FORM ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 AN AD HOC COMMITTEE IS FORMED BY THE BOARD AT THE END OF EACH YEAR TO REVIEW THE EXECUTIVE DIRECTOR AND SET THEIR SALARY FOR THE FOLLOWING YEAR. THE COMMITTEE REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AS WELL AS SALARY SURVEYS FOR RELEVANT COMPARABLE SALARY LEVELS IN THE NON-PROFIT FIELD. THE COMMITTEE MAKES A RECOMMENDATION TO THE FULL BOARD, AND THE BOARD VOTES TO APPROVE SALARY ADJUSTMENTS. THE SALARY ADJUSTMENT IS THEN PRESENTED TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNANCE DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE PRINCIPAL PLACE OF BUSINESS. THE CONFLICT OF INTEREST POLICY AND THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. GRID ALTERNATIVES 1171 OCEAN AVENUE NO 200 OAKLAND CA 94608 260043353 TO PROVIDE ENERGY COST SAVINGS CA 501(C)(3) LINE 10 N/A 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0